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Sago Labs

@SagoLabsVC

Investing makes you rich. Everything else is noise.

 Europe
Joined August 2024
  • Tweets39.8K
  • Following183
  • Followers8.5K
1.1KMedia
Photo by Sago Labs (@SagoLabsVC)Photo by Sago Labs (@SagoLabsVC)Photo by Sago Labs (@SagoLabsVC)Photo by Sago Labs (@SagoLabsVC)Photo by Sago Labs (@SagoLabsVC)Photo by Sago Labs (@SagoLabsVC)Photo by Sago Labs (@SagoLabsVC)Photo by Sago Labs (@SagoLabsVC)Photo by Sago Labs (@SagoLabsVC)Photo by Sago Labs (@SagoLabsVC)
Everyone's buying Nvidia. But every GPU needs 5 other layers to work: Compute → Connectivity → Cooling → Power → Materials From $CRWV to $BE , here are 15 AI infrastructure stocks mapped by layer 🧵👇
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3 crypto ETFs green. 2 red. Net -$103,868,419 Counting winners doesn't matter. Size does. $ETH -$105,500,000 🔴 $SOL -$27,700,000 🔴 $BTC +$17,200,000 🟢 $XRP +$8,431,581 🟢 $HYPE +$3,700,000 🟢 Ethereum's outflow was 6x Bitcoin's inflow.
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Ethereum sellers: $ETHE (Grayscale Ethereum Staking ETF) 15.5M ETH (Grayscale Mini ETF) 5.6M $ETHA (iShares Ethereum Trust ETF) 71.7M
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$AMZN will go green tomorrow.
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$INTC Is -17% a bit too much??
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10 minutes after results: $INTC -17.29% 🔴 $AMZN -6.5% 🔴 $TWLO -13.74% 🔴 $ILMN -15.18% 🔴
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$AMZN -10% $INTC -20% 😱😱
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The largest single day drop for ServiceNow $NOW occurred today, October 29, 2026, with the stock plunging 26% in a single trading session. This historic sell off wiped out roughly $36B in market value, marking the steepest percentage decline since the company’s IPO in 2012. It surpassed the previous record drop of 17.7% set earlier this year on April 23.
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Dear $GOOG , I'm not chasing you. I'll be right here, waiting. Come to me. Buy order @ $270.95
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$AMZN and $INTC report earnings tonight after the close. AMZN at $245.63 INTC at $93.07 Which is the better buy for a quick profit? Amazon: AWS cloud, e-commerce and advertising, with AI demand and custom Trainium chips as the next growth driver. Intel: CPUs and foundry, with the 18A process and AI demand as the next growth driver.
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$INTC vs $AMZN YTD
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$INTC reports tonight. What's its fate after earnings? A. Blowout EPS $0.50+ and revenue $17B+ Straight to $120 B. Disaster EPS under $0.35 and revenue below the $15.8B guide low end. Straight to $80 C. Pops to $100, then fades to $80 D. Dumps to $80, bounces back to $101
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For some reason, I don't think this panic will push $GOOGL below $270 What's your take: does $270 hold, or are we going lower?
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Citizens analyst Patrick Walravens reiterated a Market Outperform rating and $285 price target on Oracle $ORCL Bernstein and Mizuho both reiterated an Outperform rating on Oracle, with price targets set at $325 and $320, respectively. The stock currently trades at $143
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Three green days, then the neocloud selloff is back: $CRWV -5.73% 🔴 $NBIS -6.63% 🔴 $IREN -4.71% 🔴 Microsoft's capex missed estimates due to third party data center delays. Since MSFT leans on neoclouds for capacity, it signals bottlenecks in how fast they can deploy hardware and recognize revenue.
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KeyBanc cut its price target on Alphabet Inc. $GOOGL to $385 from $410 while maintaining an Overweight rating on the shares. The firm said Alphabet’s third quarter results reinforced concerns about search deceleration and near term margin pressure. The stock currently trades at $292
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Barclays raised its price target on Microsoft Corp. $MSFT to $610 from $600 while maintaining an Overweight rating on the stock. Microsoft now trading at $550
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Another day, another reminder: The ETF money isn't flowing into crypto. It's flowing into Bitcoin. $BTC +$137,300,000 🟢 $ETH -$21,400,000 🔴 $SOL -$5,700,000 🔴 Net: +$110,200,000
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$IBIT (iShares Bitcoin Trust) bought $136M in BTC yesterday $BITB (Bitwise Bitcoin ETF) bought $1.3M in BTC yesterday
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$FTNT Q3 2026 earnings
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$FTNT -22% 🔴🔴🔴
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