To The Moon

NVIDIA INTERVENTION PRECEDED HALT OF US CHIP SMUGGLING PROBE A US Commerce Department investigation into suspected Nvidia ($NVDA ) chip smuggling to China was halted and transferred to the Justice Department after Nvidia's legal team contacted investigators, according to The New York Times. Nvidia's general counsel reportedly cited authorization from a senior Commerce official, raising concerns among investigators about potential interference. The case involves Megaspeed, whose former executive has been accused by US officials of links to Chinese intelligence

NVIDIA INTERVENTION PRECEDED HALT OF US CHIP SMUGGLING PROBE A US Commerce Department investigation into suspected Nvidia ($NVDA ) chip smuggling to China was halted and transferred to the Justice Department after Nvidia's legal team contacted investigators, according to The New York Times. Nvidia's general counsel reportedly cited authorization from a senior Commerce official, raising concerns among investigators about potential interference. The case involves Megaspeed, whose former executive has been accused by US officials of links to Chinese intelligence

BREAKING: The S&P 500 surges over +100 points as dip buyers rotate back into technology stocks. US stocks have now added +$1 trillion today.

US SHUTDOWN RISK RISES AS CONGRESS RETURNS Lawmakers face a December 11 funding deadline after Democrats’ midterm sweep, with negotiations complicated by the approaching transfer of power. Prediction markets now price a 38% chance of a government shutdown on December 12, up 5 points. Congress has just over a month to avert another funding crisis.

US SHUTDOWN RISK RISES AS CONGRESS RETURNS Lawmakers face a December 11 funding deadline after Democrats’ midterm sweep, with negotiations complicated by the approaching transfer of power. Prediction markets now price a 38% chance of a government shutdown on December 12, up 5 points. Congress has just over a month to avert another funding crisis.

US OCTOBER CPI PREVIEW: WALL STREET EXPECTS COOLER INFLATION Release: Tuesday, November 10, at 8:30 AM ET Consensus forecasts (M/M): 🔸 Headline CPI: 0.23% (September: 0.65%) 🔸 Core CPI: 0.22% (September: 0.33%) 🔸 Core PCE estimate: 0.23% Bank forecasts — Headline / Core CPI (M/M): 🔸 Goldman Sachs: 0.21% / 0.16% 🔸 Morgan Stanley: 0.19% / 0.19% 🔸 Deutsche Bank: 0.20% / 0.20% 🔸 Wells Fargo: 0.28% / 0.21% 🔸 Barclays: 0.24% / 0.22% 🔸 HSBC: 0.20% / 0.23% 🔸 JPMorgan: 0.25% / 0.23% 🔸 UBS: 0.26% / 0.23% 🔸 Jefferies: 0.23% / 0.24%

US OCTOBER CPI PREVIEW: WALL STREET EXPECTS COOLER INFLATION Release: Tuesday, November 10, at 8:30 AM ET Consensus forecasts (M/M): 🔸 Headline CPI: 0.23% (September: 0.65%) 🔸 Core CPI: 0.22% (September: 0.33%) 🔸 Core PCE estimate: 0.23% Bank forecasts — Headline / Core CPI (M/M): 🔸 Goldman Sachs: 0.21% / 0.16% 🔸 Morgan Stanley: 0.19% / 0.19% 🔸 Deutsche Bank: 0.20% / 0.20% 🔸 Wells Fargo: 0.28% / 0.21% 🔸 Barclays: 0.24% / 0.22% 🔸 HSBC: 0.20% / 0.23% 🔸 JPMorgan: 0.25% / 0.23% 🔸 UBS: 0.26% / 0.23% 🔸 Jefferies: 0.23% / 0.24%

Tesla has just officially announced a new Robotaxi city! San Antonio, Texas @Tesla robotaxi rides begin on November 9th at 5 AM CT.

Tesla has just officially announced a new Robotaxi city! San Antonio, Texas @Tesla robotaxi rides begin on November 9th at 5 AM CT.

Last week was extremely volatile dealing with US midterm election results and Trump Iran War updates. This week has some more volatility: 1. CPI Inflation data - Tuesday 2. OPEC Monthly Report - Wednesday 3. Initial Jobless Claims data - Thursday 4. PPI Inflation data - Friday 5. 17 Fed Speakers This Week Earnings: $RKLB, $ASTS, $QMCO $ZETA, $HIMS $CRWV, $CSCO, $AMAT, $NBIS, $CBRS, $MARA, $SE