Stas Serfes

🚨BIG NEWS FOR $TSLA! Tesla stock surged 4.23% today as Elon Musk announced plans to wind down Cybertruck production by mid-2027 to make room for increased Cybercab production! The Cybertruck has struggled to meet expectations, selling just 20,237 units in 2025, nowhere near Musk’s original target of 250,000 annually. Personally, I think this could be a smart strategic move for Tesla. Rather than continuing to pour resources into a vehicle that’s struggled with demand, the company can redirect manufacturing capacity toward autonomous transportation, which could have significantly greater long-term potential. Of course, the Cybercab still has plenty to prove, particularly when it comes to scaling production, regulatory approval, and profitability. But this is another clear indication that Tesla’s future is increasingly about AI, robotics, and autonomy rather than simply selling electric vehicles. Do you think Tesla is making the right decision here?

$SPCX is down 21% in the past month📉 Their market cap right now’s almost $2 trillion‼️ Do you think they’re overvalued? Are you buying here? Avoiding?🤔

🚨Nearly $3 TRILLION wiped out from the S&P 500 in ONE DAY!📉 Yes, you read that correctly. Today’s brutal stock market selloff erased approximately $2.9 trillion in market value from S&P 500 companies alone, according to Dow Jones Market Data. The Nasdaq also lost roughly $2.5 TRILLION, while the Magnificent Seven shed over $1 TRILLION in combined market value! Investors are panicking over potential restrictions on AI data center construction following the midterm elections, sending technology and semiconductor stocks into a tailspin. Just an absolutely historic day on Wall Street. The big question now: Is this the beginning of something much worse, or are we witnessing a massive overreaction and potential buying opportunity?

Will $NVDA stock be higher or lower a year from today?🤔

The Nasdaq 100 $QQQ is almost in a bear market, down 15.5% from all time highs‼️📉 They were hit on the 6th of October, less than a month ago🤯

Being in $AAPL looks really good right now‼️ It’s holding up very well against on tech names. If this one starts to go, things could get much worse in the short term. Keeping a close eye. What are your thoughts?

$SNDK is about to fall UNDER $1,000‼️📉 When does the bleeding stop!? Are you buying?

I think $NVDA will be the FIRST $10 TRILLION Company! I think it could happen by 2030. Might be an aggressive call, but I’m putting my money where my mouth is. What are your thoughts?🤔

Do you think today’s rally is going to stick? Or we have more downside ahead?🤔

APPLOVIN $APP ABSOLUTELY CRUSHED EARNINGS! 📈🚀 Stock is up nearly 23% after hours‼️ Diluted EPS came in at $4.30, up 76% YoY from $2.45 last year! Revenue hit a RECORD $2.18 billion, up 55% YoY, beating Wall Street expectations! Net income surged 72% YoY to $1.44 billion, with an incredible 66% net income margin! Adjusted EBITDA jumped 59% YoY to $1.84 billion, with an absolutely INSANE 84% margin! Free cash flow came in at approximately $1.4 BILLION for the quarter! They guided for $2.365-$2.395 billion in Q4 revenue, with adjusted EBITDA expected between $1.995-$2.025 billion and margins of 84-85%! And here’s another HUGE takeaway! Management increased its share repurchase authorization by $3.2 billion, bringing the total authorization to $3.6 BILLION! Keep in mind, this stock was getting absolutely DESTROYED throughout 2026, down roughly 60% year-to-date heading into earnings. Yet the underlying business continues to put up incredible growth, profitability, and cash flow numbers. These are some absolutely RIDICULOUS margins! WHAT A QUARTER!🔥

$COHR CRUSHED EARNINGS!📈 Stock is up over 8% after hours‼️ Adjusted EPS came in at $2.09, up 80% YoY, beating the $1.97 estimate. Revenue hit a record $2.37 billion, up 50% YoY and 16% from last quarter, beating the $2.31 billion estimate. Adjusted operating income surged 78% YoY to $550 million, while adjusted gross margins expanded to 40.6%! They guided for $2.55-$2.75 billion in Q2 revenue versus the $2.54 billion estimate. Adjusted EPS guidance came in at $2.28-$2.48, also beating expectations! But here’s the BIGGEST takeaway! Management expects fiscal 2027 pro forma revenue growth to EXCEED 60%, with their first $3 billion revenue quarter expected by the end of the fiscal year! CEO Jim Anderson highlighted the massive shift from copper to optical connectivity in AI data centers, which is driving demand for Coherent’s technology. This is HUGE for the AI infrastructure trade!🚀

WHAT A DAY FOR STOCKS📈 I locked in 50% gains on those $AMZN calls I bought before earnings last week. Things are ripping HARD today! Now the question is, do we build off these gains? Or no?🤔

Stock futures are slipping HARD tonight as investors price in Republicans losing control of Congress. This is going to make it harder for Trump to push through his economic agenda, and investors are adjusting their expectations. AI/tech is getting hit particularly hard because there’s concern about more scrutiny around data centers, electricity costs, and the massive AI buildout. If projects become harder to approve and build, orders for chips, servers, and other equipment could get pushed back. But let’s take a step back… an election result doesn’t automatically put new restrictions in place, and it doesn’t mean AI demand disappeared overnight. Plus, a Democratic Congress and Republican White House means divided government. That can create gridlock, making sweeping policy changes harder to pass—which can actually give businesses more predictability. There’s already been plenty of nervousness around tech, and this adds another layer of uncertainty. I’m watching actual spending plans, orders, and earnings before assuming the long-term picture has changed. Red futures alone don’t tell us that. Buckle up!

$SMCI CRUSHED EARNINGS! 📈 Stock jumped over 8% after hours‼️ Adjusted EPS came in at $1.81, up 417% YoY, versus $1.23 expected. Revenue hit a record $19.9 billion, up 298% YoY and 79% from last quarter, beating the $17.53 billion estimate. Adjusted gross margin jumped to 12.8%, up from 9.5% a year ago. They guided $19.5–$21.5 billion for fiscal Q2 sales versus the $18.11 billion estimate. They also raised their full-year revenue outlook to $72–$82 billion, up from $65–$72 billion! AI infrastructure demand is INSANE!

$AMD CRUSHED EARNINGS!📈 Stock is up over 8% after hours‼️ Adjusted EPS came in at $2.09, up 74% YoY, versus $1.95 expected. Revenue hit a record $13.38 billion, up 45% YoY and 16% from last quarter, beating the $13.1 billion estimate. Data center revenue jumped 97% to $8.5 billion. They guided $16.49-$17.51 billion for Q4 sales versus the $16.22 billion estimate. The midpoint implies 66% YoY growth and 27% QoQ growth! This is HUGE!

$AAPL DOWN 5% THIS MORNING📉 Anyone buying the dip here? Are you waiting?

$SNDK is down 40% over the past MONTH📉 Record earnings and guidance couldn’t even save the stock. But maybe the 8 for 1 stock split they announced will. It goes into effect later this month. What are your thoughts?🤔

$AAPL JUST CRUSHED EARNINGS…SO WHY IS IT FALLING?!🚨 Here are the highlights: • Revenue: $114.5 BILLION, up 12% YoY, beating expectations of $113.4B. • EPS: $2.10, up 14% YoY, beating expectations of $1.99. • iPhone Revenue: $57.6B, up 17% YoY, setting a September-quarter RECORD! • Services Revenue: Reached another all-time high. • Net Income: $30.7B, up approximately 12% YoY. • Gross Margins: 47.9%, although tariff refunds provided a meaningful boost. • Operating Cash Flow: $28 BILLION for the quarter. And here’s where things get interesting… Despite beating expectations, $AAPL initially slipped in after-hours trading. Why? A few reasons. China revenue fell short of expectations, iPad sales disappointed, and rising memory costs are putting pressure on margins. Investors are also questioning how much more upside is left after Apple’s massive rally this year. My takeaway? Apple continues to demonstrate why it’s one of the strongest businesses in the world. The iPhone is still growing at double-digit rates, Services continues setting records, and the company generates an absurd amount of cash. However, with a valuation this rich, simply beating expectations isn’t always enough anymore. The business looks strong, but the stock price already reflects a LOT of optimism. What do you guys think? Is $AAPL still worth buying at these levels, or has the stock gotten ahead of itself?

$PLTR CRUSHED EARNINGS‼️ Here are the highlights: • Revenue: $2.31 BILLION, up 96% YoY, beating expectations of roughly $2.18B. • Adjusted EPS: $0.44, beating expectations of approximately $0.41. • U.S. Commercial Revenue: $984M, up a staggering 148% YoY! • U.S. Government Revenue: $953M, up 96% YoY. • Adjusted Operating Income: $1.43B, representing an incredible 62% margin. • Adjusted Free Cash Flow: $1.22B, with a 53% margin. • Closed 64 deals worth at least $10M during the quarter. And here’s the kicker… Palantir RAISED its full-year revenue guidance to $8.53B–$8.534B, representing approximately 91% annual growth! For Q4, management expects another $2.65B in revenue, comfortably ahead of Wall Street expectations. What’s particularly impressive is that U.S. commercial revenue has now surpassed U.S. government revenue for the FIRST TIME in company history. My takeaway? Regardless of how you feel about $PLTR’s valuation, it’s becoming increasingly difficult to question the underlying business. Revenue is nearly doubling, margins are expanding, and companies are clearly spending serious money to implement AI. The valuation debate is still very real, but these fundamentals are incredibly impressive. What do you guys think? Is $PLTR still too expensive, or is this growth justifying the premium?

$PLTR EARNINGS AFTER THE BELL!🚨 Any predictions?