To The Moon

Can It Support $Tesla Motors(TSLA)$ as Profits Fall? October 22, 2026 | Market reference: October 21 U.S. close. Price scenarios are illustrative. Hey Tigers! 🐯 Tesla delivered a quarter that gives both bulls and bears something to work with. Cash generation recovered. Profits remained under pressure. And the potential SpaceX merger left investors waiting for more detail. TSLA closed October 21 at $386.47, up 3.4%, according to Barron’s reporting of FactSet data. Following the earnings release and conference call, AP reported an after-hours decline of 3.2%. These describe different trading periods; the after-hours move was a reporting-time snapshot. [2, 3] Can stronger cash generation support Tesla’s valuation while investors wait

$SpaceX(SPCX)$ 's Q3 results reveal a major shift toward AI computing, while Starlink continues generating substantial profits. With $Tesla Motors(TSLA)$ reporting tonight and merger discussions underway, what could drive the next market move? Hey Tigers! 🐯 $SpaceX(SPCX)$ delivered a strong Q3 earnings report on October 20, with revenue surging 161% year-over-year to $14.58 billion and GAAP net income reaching $4.4 billion, reversing last year's loss. But the biggest development wasn't simply the earnings beat. For the first time, SpaceX's Super Intelligence (SI) business overtook Starlink as its largest revenue contributor, signaling a shift from traditional a

October 20, 2026 | Market prices: October 19 U.S. close. Forecasts below are the author’s illustrative scenarios. $NVIDIA(NVDA)$ is back in the green. The stock closed October 19 at $217.09, up 1.4%, ending a three-session losing streak. But a rebound alone does not tell us whether buyers are rebuilding conviction. Now investors have another headline to weigh: a potential $45 billion AI cloud agreement involving NVIDIA-backed Nscale and Anthropic. The question for shareholders is straightforward: Can this potential expansion turn into funded GPU demand—and help NVDA hold its recovery? 🏗️ What the $45 Billion Actually Means Reuters reported on October 19 that Nscale and Anthropic were discussing another roughly $45 billion compute a

$Tesla Motors(TSLA)$ announcement: Elon Musk’s 2025 compensation includes $158.36 billion in stock awards. Tesla (TSLA.US) will hold its annual shareholder meeting on December 3. Musk's $158B Pay Package: A $1 Trillion Bet on Tesla's Future What the $158.36 billion represents This is the total compensation Tesla booked for Musk in 2025 following shareholder approval of his new 10-year pay plan in November 2025, precisely $158,359,009,867: ~$132 billion: the grant-date fair value of the new 10-year CEO Performance Award, assuming all performance conditions are met; ~$26 billion: an interim supplemental award approved in August 2025 — but Musk forfeited this in April 2026 after his 2018 pay package was reinstated by the courts. Tesla

Anthropic's revenue growth is starting to look less like a startup story — and more like the early financials of a very large technology company. The Claude maker told prospective IPO investors that Q3 revenue reached $16.8 billion, up 45% from $11.6 billion in Q2. Even more importantly, Anthropic said it was profitable on an adjusted basis during the quarter. That creates a new question for AI investors: Can frontier AI move from massive revenue growth to a genuinely scalable, profitable business model? Until now, most of the AI investment story has focused on how much money companies are spending. Anthropic may be giving investors one of the first serious tests of how much money the model layer can actually make. 📈 The Revenue Curve Is Getting Hard to Ignore Anthropic's reported quarterl

Global Macro & Market-Moving News, Decoded I. The Fed Put Is Dead. Meet the Fed Hike. Goolsbee: AI inflation is "spilling out of the lane." Chicago Fed President Austan Goolsbee delivered the clearest hawkish signal of this entire cycle: AI-related inflation has begun pushing up prices beyond data centers into the broader economy, inflation remains too high, and — asked directly whether the FOMC should hike this month — his answer boiled down to: if inflation stays elevated, what the Fed must do "is very clear." He added that if the AI bubble deflates, leverage means it could "get ugly." Markets now price roughly 64% odds of an October hike. That single number is the gravitational force pulling Nasdaq futures down 0.55% this morning. Waller: Let the bond market do the work. Governor Wa

$NVIDIA(NVDA)$’s GPUs already power much of the AI boom. Now the company wants Wall Street to view them differently: not simply as technology hardware, but as productive assets that can help support billions of dollars of debt. NVIDIA is working with major financial institutions on an initiative aimed at enabling as much as $500 billion of AI infrastructure financing. The broader idea is to bring institutional capital into AI data centers and make NVIDIA-powered computing infrastructure more financeable. That creates a new question for investors: Can an expensive GPU become collateral — and will it hold enough value for Wall Street to lend against it? 🏗️ Why Does NVIDIA Need Wall Street? The AI boom is becoming extraordinarily capi

$Advanced Micro Devices(AMD)$ just made an $8.2 billion bet that the next stage of AI will go far beyond chatbots — and potentially beyond GPUs themselves. On September 28, $Advanced Micro Devices(AMD)$ agreed to acquire World Labs, the spatial-intelligence startup co-founded by AI pioneer Fei-Fei Li, in an all-stock transaction. The deal is expected to close by the end of 2026, subject to regulatory approval. Fei-Fei Li is also expected to join AMD as Executive Vice President and Chief Scientist, reporting directly to CEO Lisa Su. So why is a chip company spending $8.2 billion on AI that builds virtual worlds? 🌎 From Chatbots to 3D Worlds Most generative AI today creates tex

$Meta Platforms, Inc.(META)$ ’s new AI agent has gone from a product launch to a market story surprisingly quickly. Muse launched on September 8, reached No. 1 on the U.S. App Store within roughly 10 days, and META subsequently climbed to $741.25 on September 21, up about 21% from its September 8 close. The stock move has naturally drawn attention, but the more interesting question is what investors are actually buying into. Muse is not yet large enough to materially change Meta’s financial results; instead, its early adoption is giving the market a new way to think about how Meta could eventually monetize AI beyond advertising. The question is no longer whether consumers will try an AI agent. It is whether Meta can turn that usage into a durable,

Despite the Federal Reserve raising interest rates last week, US stocks have rallied against the trend; memory stocks continued to surge in pre-market trading today. $SanDisk Corp.(SNDK)$ climbed above 1,800—hitting a more than two-month high—while $Micron Technology(MU)$ returned to the $1,030 level, with $Western Digital(WDC)$ and $Seagate Technology PLC(STX)$ also rising. Everyone is talking about the "return of the super-cycle." However, the real signal tonight lies not in stock prices, but in the continued sharp rise of contract memory prices. 1/ In the third quarter, average selling prices (ASPs) rose by 20–30% quarter