It’s been a rough week for two of tech’s biggest names. Both $Meta Platforms, Inc.(META)$  and $Netflix(NFLX)$  delivered disappointing post-earnings reactions, sending their stocks tumbling and leaving investors wondering which, if either, is the real buy-the-dip opportunity. Meta’s story sounds strong on paper. The company just pulled off a $30 billion bond sale, the largest high-grade corporate issuance of the year, with demand reportedly near $125 billion. That kind of appetite from bond investors is a signal that big money still believes in Meta’s long-term strength. Cash flow remains massive, the ad engine is healthy, and the push into AI tools is starting to matter. So why did the stock f

$NVIDIA(NVDA)$   Here we go again: Nvidia just walked into earnings and flipped the “AI bubble” narrative on its head. On Nov. 19, Nvidia reported fiscal Q3 (ended Oct. 26) revenue of $57.0 billion and diluted EPS of $1.30—both above Wall Street’s expectations. Data-center sales, the heart of its AI business, hit a record $51.2 billion. The company guided next quarter’s revenue to about $65 billion, plus or minus 2%. Shares popped roughly 4–5% on the news as traders exhaled.  Two reasons: demand and direction. CEO Jensen Huang said Blackwell chip sales are “off the charts,” and the company sees accelerating compute needs for both training and inference—wonky words that simply mean building AI models and then ru

Meta’s selloff isn’t about the business cracking; it’s about a weird combo of accounting and spending colliding with sky-high expectations. What actually happened Headline miss: Q3 net income collapsed to $2.7B and EPS to $1.05, thanks to a one-time, non-cash tax charge of ~$15.9B tied to the new U.S. tax law. Strip that out and EPS would’ve been $7.25—comfortably above estimates. Revenue hit $51.24B (+26% YoY). Margins (the real story): Operating margin was 40% vs 43% last year—solid, but moving the wrong way as expenses rose 32%. Spending drumbeat: Capex guidance for 2025 was raised to $70–72B, and management warned 2026 spend likely grows “notably larger” with higher depreciation and cloud costs. New debt coming: Meta is seeking at least $25B via a multi-tranche bond sale—only its secon

$Alphabet(GOOG)$   Google just cleared a psychological hurdle: $300 a share. If you felt your phone buzz last night, that was Alphabet popping champagne — and setting off a new round of “is this the top?” debates. On Nov. 19, Alphabet (GOOG/GOOGL) ripped through $300 intraday and printed a fresh record high around $303–$304 before settling near $293 by the close. Volume spiked, and both share classes notched new 52-week highs. Year to date, Alphabet is up roughly 54%, putting it at — or near — the front of the Magnificent Seven pack.  What lit the fuse? Google officially rolled out Gemini 3 Pro, its newest flagship AI model, with Google’s blog touting better reasoning and multimodal chops. Developers also got a

$Advanced Micro Devices(AMD)$   Advanced Micro Devices (AMD) has been flirting with greatness for years — always this close to breaking through. But with its next earnings report just around the corner, the question echoing through Wall Street is simple: Can AMD finally prove it’s more than just Nvidia’s understudy? The Setup: Riding the AI Wave Let’s be clear — AMD’s had a phenomenal run. The stock has climbed from around $160 to $260, fueled by investor hopes that its AI story is finally taking off. Its partnership with OpenAI (yes, that OpenAI) gave it a credibility boost overnight. Suddenly, AMD isn’t just a player in CPUs or gaming GPUs — it’s part of the core AI conversation. That alone was enough to light a fire under the stock. B

$Palantir Technologies Inc.(PLTR)$   Palantir just did that Palantir thing—rip to records, then a sudden air-pocket lower. Now everyone’s staring at the $160s like it’s an unclaimed parking spot. Does the chart really want to “fill the gap”? After sprinting to an all-time high just above $207 on Nov. 3, Palantir (PLTR) slipped hard in the sessions that followed. The first big crack came the very next day, when shares fell ~8% despite blowout results and raised guidance. Since then, the stock has chopped lower in bursts, with this week’s ~7% slide knocking it back toward the high-$160s. Even after the skid, PLTR remains more than double its level from January.  Why the whiplash? Ironically, the drop landed

$Sea Ltd(SE)$   Every time Sea Ltd surprises the market, it feels like investors can’t decide whether to cheer or hold their breath. After a volatile October, $SEA is once again in the spotlight as it prepares to release its next earnings report. Expectations are high: analysts forecast earnings of about $0.77 per share and revenue climbing 30.5% year over year to roughly $5.65 billion, up from $4.33 billion a year earlier. The numbers suggest a company that has regained its footing after a rough couple of years—but investors want to know whether this growth is sustainable or just a short-term rebound. Last Friday’s sharp pullback in the stock wiped out a good chunk of the recent rally, yet something interesting

SanDisk just learned the hard way what “hot stock meets cold water” feels like. On Thursday, Nov. 20, newly re-listed SanDisk (SNDK) sank roughly 20% intraday during a broad tech selloff, erasing a chunk of its 2025 gains in a single session. The slump arrived as Wall Street flipped from early green to deep red after Nvidia’s post-earnings pop faded and risk appetite soured. By the close, the Nasdaq logged its lowest finish since September. If you’re thinking, “SanDisk? Didn’t that get bought years ago?” — yes, and then it came back. Western Digital spun off its flash unit this year; regular-way trading for SNDK began on Feb. 24, 2025. In other words, the SanDisk brand is once again a standalone, public memory maker. Three pressures hit all at once: 1) A shaky tape. Thursday’s reversal was

If Bitcoin’s recent slide felt unsettling, you’re not alone. The world’s biggest cryptocurrency has eroded much of its 2025 advance and sent shock-waves through crypto markets. Since topping around $126,000 in October, Bitcoin has dropped sharply, with some estimates pointing to more than a 25 % decline.  That plunge has wiped out hundreds of billions in market value—estimates suggest the crypto market has lost roughly $600 billion or more since the peak.  The question now: is this just a nasty correction or the beginnings of another major drawdown—potentially 50 % or more? Why the Bleed Happened Several forces converged to spark the drop. Liquidity has dried up. According to reports, Bitcoin dipped below $94,000, forming lower highs and lower lows, a classic technical sign of weakness.

Amazon and Google didn’t just poke the Nvidia bear this week—they walked right into its cave with new silicon and big customers in tow. So if you’re eyeing the dip, do you reach for NVDA…or AMZN? At AWS re:Invent (Dec. 2), Amazon launched Trainium3, a new in-house AI accelerator. Amazon says Trn3-powered UltraServers pack 144 chips, deliver ~4.4× the compute of its prior generation, and use ~4× less energy—claims paired with customer case studies citing up to 50% lower training/inference costs. Google, meanwhile, keeps scaling its TPU line. Its v5p hardware—now generally available—clusters into massive pods (docs list up to 8,960 chips), and Google is courting external buyers. Meta is reportedly in talks to rent TPUs in 2026 and buy them starting 2027—an explicit challenge to Nvidia’s domi

When major hedge funds start reshuffling massive stakes in megacaps, it is worth paying attention. That is exactly what recent 13F filings show: a subtle but meaningful rotation in the institutional world. In the latest quarter, institutions including Berkshire Hathaway and Renaissance Technologies increased their positions in Alphabet Inc. (Google’s parent company) while other blue-chip funds like Bridgewater Associates and major banks reduced stakes in Nvidia Corporation. One of the more surprising disclosures: billionaire Peter Thiel’s fund exited Nvidia entirely.  What’s going on? To understand it, you need to consider two layers: first, what the filings show; second, what motivations may lie behind them. What the filings reveal 13F filings are quarterly disclosures of institutional h