$GitLab, Inc.(GTLB)$   Guggenheim Reiterates Buy Rating on $GTLB, PT $70; Ahead of earnings Analyst comments: "Key Message: We expect GitLab to easily exceed F3Q26 consensus top- and bottom-line estimates, due in part to what we believe is de-risked second-half fiscal 2026 guidance set by former CFO Brian Robins. Despite mixed checks, we see upside flowing through to full-year FY26 and expect F4Q26 guidance to come in line. In our plausible scenario, we model total revenue growth of 26% versus consensus at +22% (or over 3% potential upside, slightly less than the 4% in F2Q), including subscription growth of 27% (vs. consensus +23%) and SaaS growth of +35% (vs. consensus +28% and +39% in F2Q). On the F2Q26 earni

$TransMedics Group, Inc.(TMDX)$  Needham Upgrades $TMDX to Buy from Hold, Sets PT at $148 Analyst comments: "Our transplant tracker now indicates that TMDX’s U.S. sales are likely to beat consensus in 3Q25 based on the latest SRTR data. Additionally, we expect TMDX’s new heart and lung clinical trials and its international expansion to become increasing growth drivers during 2026. TMDX’s margins are also increasing rapidly, and we expect meaningful EPS upside. Competition remains a potential risk, but we believe TMDX holds a significant lead in a still largely underpenetrated market." Analyst: Mike Matson

$GE Vernova Inc.(GEV)$   $GEV | GE Vernova Q3’25 Earnings Highlights 🔹 Revenue: $9.83B (Est. $9.17B) 🟢 🔹 EPS: $1.64 (Est. $1.62) 🟢 🔹 Orders: $14.6B Reaffirmed FY25 guidance 🔹 FY Revenue: Trending toward high end of $36–$37B range (Est. $37.15B) 🟡 🔹 Tariff Impact: Expected toward lower end of ~$300M–$400M range 🔹 Expects sustained demand strength across segments, with modest tariff-related cost pressures

$CME Group Inc(CME)$  $CME Group Q3’25 Earnings Highlights 🔹 Revenue: $1.50B (Est. $1.53B) 🔴 🔹 EPS (Adj.): $2.68 (Est. $2.64) 🟢 Other key Metrics 🔹 Operating Income: $973M 🔹 Clearing & Transaction Fees: $1.20B 🔹 Market Data Revenue: $203M (record) 🔹 Avg. Rate per Contract: $0.702 Cash, Debt & Capital Returns 🔹 Cash & Equivalents: $2.6B; Debt: $3.4B 🔹 Dividends Paid (9M’25): ~$3.5B 🔹 Total Returned to Shareholders since 2012: $29.5B+ (dividends) Volume Snapshot 🔹 Second-highest Q3 ADV; broad participation across asset classes (company disclosure) Commentary 🔸 “Global clients continued relying on CME Group across all asset classes amid uncertainty. We delivered adjusted EPS on par with last year and are expanding access with our FanD

$Tesla Motors(TSLA)$  We should keep going up.  500 by eoy

PE is backward looking. Not that useful. Better to look at the business itself and management actions

Tesla FSD is ready to roll out in all regions and all road systems  The only barrier is regulatory approval Thus bigger markets will be prioritised US ✔️  China ✔️  EU is next Then Australia  FSD collects and validates data, which trains the system for local nuances. This allows robotaxi roll out seamlessly.  Small improvements slowly, then suddenly all at once. Be ready.

$Tesla Motors(TSLA)$   I think we see Tesla swing up and down pretty much sideways for the next 1 year.  it will be a news and headline driven stock until we get material contributions from robotaxi. Or if optimus is commercially available. Buy the dips, sell the rips

$Tesla Motors(TSLA)$   Street doesnt care about vehicle sales and margins anymore.  Watch elon pump fsd - robotaxi, and gush about optimus. He may even tease about cross investments with SpaceX and xAI.  His performance will determine the share price. 

$DBS(D05.SI)$  $PropNex(OYY.SI)$   Mortgage rates coming down Hdb resale index and private property prices look poised to spike Banks will do good business with more new loans Property agents will huat the most Recession? Dont bet on it.  Bears sound smart but bulls make money

$Palantir Technologies Inc.(PLTR)$   Time to sell.  Outlandish valuations coming back to earth.  Buying in again at $40

$SPDR S&P 500 ETF Trust(SPY)$  $Invesco QQQ(QQQ)$  $NVIDIA Corp(NVDA)$   Retailing going all in of course is a 🚩 Crypto moving aggressively is also a 🚩 Superinvestors getting out of US equities is 🚩 Bubbles popping up throughout the market is a 🚩 US 10 YEAR now going high is 🚩 No top is confirmed just yet for the US market but nobody should have their blinkers on now and believe the bull market is not coming to an end soon Prepare for the correction: - Add Cash - Add Safe Havens - Add high dividend positions - Know where the resistance and rejection levels are on the positions you hold - Know what positions you are comfortable wit

$SPDR S&P 500 ETF Trust(SPY)$   📈 $SPY RETESTING! • SPY is retesting an important trend line and we also have a bull gap right under. • If we gap down under the bull gap that is open there is a high change we will see a steeper pull back into the end of the year. • This is a scenario to have in the back of your mind and is important where every bull gap will act as support as we drop lower but creating an island top I believe we can see 570s before higher. • Bulls need to break 600 or chop continues. OPEX Friday. Good luck everyone!

$SPDR S&P 500 ETF Trust(SPY)$   📈 $SPY BULL FLAG INTO CPI? • CPI out in a bit and market is consolidating. • Breaking 600 602.5 and 605 open for the bulls. • Looking at the internals I feel a gap and fade might be in order, although seasonally it is very strong tomorrow we can see that fade into the end of week. • Currently we are dealing with some euphoric levels and any dip in the market is good to capitalize on. • Hopefully we do not get any ISLAND TOP tomorrow and you very well know what that means. FLOW UPDATE: $GOOGL 185C $SPOT 425C and $NVDA 155C were on the flow today. $MSFT longer dated calls were being picked up.

$SPDR S&P 500 ETF Trust(SPY)$   BREAKING: S&P 500 is now up 26% year-to-date, on track to post its best election year in 88 years. The index has returned more than during the previous 3 election years COMBINED. This is also the third election year in history that the S&P 500's performance has surpassed 20%, after 1936 and 1980. At the same time, the S&P 500 has hit 51 new all-time highs in 2024, the second-highest result since 2017. This is almost TRIPLE the historical average of 18 new records per year since the 1950s. Truly historic.

$Tesla Motors(TSLA)$   I just realized $TSLA does indeed own 11,509 Bitcoin... That stake is now worth $1.03B. Most of the rise in Tesla probably has to do with Trump and I think very little has to do with Bitcoin but it is something traders could be seeing as a positive reason to continue buying in. It seems almost inevitable that if $BTC continues to do well and outperform, more and more companies will decide to place a small amount of it on their balance sheets, even if it is via the $IBIT ETF. Tesla has about $20B in cash so the $1B in $BTC also isn't really a big stake that would worry investors in case of volatility, but any upside move is positive for the stock. My personal thoughts are that the market b

$Tesla Motors(TSLA)$   A combination of these reasons will drive Tesla's share price significantly above the prior all-time high of $400 per share in the near future. 1. Refreshed Model Y from 1H 2025. 2. Second Megapack factory in Shangai from 1Q 2025. 3. Cybertruck: continued ramp, lower priced trim, international deliveries. 4. Next generation vehicles from H1 2025. 5. Robotaxi from 2026 and Cybercab for purchase 2026. 6. Tesla owner ride hailing launch California/Texas in 2025. 7. Large scale application of inhouse 4680 cell from 2025. 8. Semi factory completion in 1Q 2026. 9. Announcement of additional factory(ies) likely within H1 2025. 10. Tesla's lithium refining plant goes online (2025). 11. Tesla Robo

$SPDR S&P 500 ETF Trust(SPY)$   $Invesco QQQ(QQQ)$ $Tesla Motors(TSLA)$   Ed Seykota, a legendary trader, shares 5 timeless rules: 1. Cut losses – Never hold onto losing trades. 2. Ride winners – Let profitable trades grow. 3. Keep bets small – Protect your capital by managing risk. 4. Follow the rules without question – Discipline is key. 5. File the news in the trash – Ignore noise; focus on your strategy.

$Tesla Motors(TSLA)$   Few thoughts on $TSLA: The average price target is around $220 and most of the street has a hold/sell rating. Plenty of room for upgrades and price target revisions. Earnings comps going into next year are going to be easy to beat after 2022 and 2023, those two years will be looked at as two of the worst in Tesla’s history. Interest rates are coming down which will make new cars more desirable. He now has a direct line to the President who will surely give him an easy path to regulatory approval for FSD, robots, etc. and the removal of EV credits and “green” policies will crush other EV makers, not Tesla. Really feels like everything is lining up. Chart, sentiment, narrative, earnings, et

$Tesla Motors(TSLA)$   🚨 Elon Musk bet big on Trump. Here’s what he stands to gain — and lose — from his win Trump might be more likely to give a green light to Musk’s true self-driving vehicles, yet to be made, Ives said, along with a fleet of so-called “robotaxis” to give rides without any sort of driver on board. Garrett Nelson, analyst with CFRA Research, agreed. “In our view, @Tesla and CEO Elon Musk are perhaps the biggest winners from the election result, and we believe Trump’s victory will help expedite regulatory approval of the company’s autonomous driving technology,” he said in a note to clients Wednesday, raising his recommendation on $TSLA stock from a “Hold” to a “Buy.” He raised his 12-month pri