L/S Equities & Options | Discussing Macro Trends | Reposting Critical Market News. 📍Follow me just for my reposts alone.📍
My own opinion, Not Advice
Joined November 2021
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This I agree with. $SPCX
JB Capital Markets retweeted
Musk: See SpaceX 4Q revenue up 'something like' 70% from 3Q $SPCX
AppLovin beat on revenue after the close today. Whether earnings per share beat depends on whose estimate you use.
Revenue: $2.185B, up 55% from a year ago, versus about $2.07B expected.
Earnings per share: $4.30. That beats MarketBeat's $4.03 consensus but is a hair under Seeking Alpha's $4.34.
Net income: $1.44B, up 72%, a 66% margin.
Adjusted EBITDA (profit before interest, taxes, and some non-cash costs): $1.84B, an 84% margin.
Free cash flow: $1.4B.
Buybacks: It repurchased $1.4B of stock in Q3 and added $3.2B to the buyback program, so $3.6B is now authorized.
Q4 guidance: Revenue of $2.365–2.395B and adjusted EBITDA of $1.995–2.025B, with an 84–85% margin.
The call is at 2:00pm PT. I haven't checked how the stock is moving after hours yet. Read the press release
JB Capital Markets retweeted
California voted for higher sales tax and a governor who said he would impose a miles tax on vehicles. I don’t understand people at all
JB Capital Markets retweeted
Trump, in an interview with Politico tonight, indicates that he is again open to striking Iran.
"We're going to take a look, and if we see any opportunity to do one thing or another, we're going to do it."
JB Capital Markets retweeted
Update…
$INTC “Dip Buyers”
Prolly a big wake up to how nasty our government is.
One NGO made $115,000,000 to traffic children across the United States.
This is how it worked:
- Kids trafficked by cartel
- Sent to an NGO
- NGO receives millions of your tax dollars from the government
- Then sends kid to “sponsor,” no biometrics, no DNA testing
- Never see or hear from the child again
These NGOs are more secure than the border, with high spiked gates, cameras, and no access to the front desk. Ask a question and they will call the police. This is why it's important to vote.
JB Capital Markets retweeted
Why is this even a thing? Turn it off your iPhone now.
Readers added context they thought people might want to know
Live Listen is an accessibility feature that uses your iPhone as a remote microphone for AirPods or hearing aids. Remote Control lets same-Apple-ID devices manage it and view captions. It requires manual activation and is limited to your devices.
support.apple.com/guide/iphone/i… tomsguide.com/phones/iphones… totallythebomb.com/iphone-live-li…
Four of the Mag 7 are below their 50-day as of today's close: GOOGL (−16.6%), META (−6.6%), AMZN (−4.3%) and NVDA (−3.8%). AAPL, MSFT and TSLA are all above theirs.
JB Capital Markets retweeted
$USOIL
Ladies and gentlemen, a potential inverse H&S on the 4H..
The neckline? ~$103.5.
One breakout away from getting very interesting.
Plus rising oil. 🤣
FITCH WARNS AI BOOM AND RISING YIELDS THREATEN GLOBAL MARKETS
Fitch Ratings warns that global credit risks are deteriorating heading into 2027, citing AI investment uncertainty, elevated energy prices and tighter financing conditions.
Fitch forecasts the Fed policy rate reaching 4.25% and remaining there through 2027, with one additional hike expected this year.
The agency projects the US 10-year Treasury yield at 4.8% by end-2027, but warns that prolonged disruptions in the Strait of Hormuz could push yields higher.
Fitch also highlights the risk that AI infrastructure spending may exceed sustainable demand, potentially triggering a sharp pullback in investment.
JB Capital Markets retweeted
FITCH SAYS IF OIL SUPPLIES THROUGH THE HORMUZ STRAIT CONTINUE TO BE HAMPERED BEYOND 2027, THEN A HIGHER OIL PRICE SCENARIO THAN OUR BASE CASE WOULD MATERIALIZE.
Another 2M out of commercial crude. Refineries don’t want the oil from SPR anymore possibly because it’s bad quality or too expensive. $WTI $USO is going higher. Maybe not this week, but soon.
API Inventory Moves 10/27
Crude -2.031 million (exp. +800,000)
Gasoline +2.39 million
Distillates +380,000
Cushing -453,000
SPR actual -100,000
#oott #crudeoil #gasoline #distillate
JB Capital Markets retweeted
API Inventory Moves 10/27
Crude -2.031 million (exp. +800,000)
Gasoline +2.39 million
Distillates +380,000
Cushing -453,000
SPR actual -100,000
#oott #crudeoil #gasoline #distillate