The 30 Second Run Down $AAPL Beat $AMZN Beat $MSFT Beat $GOOGL Beat $META Kind of Beat October Rate Cut QT Ends in December AI Capex Up because Demand is insatiable Clouds would be growing faster but capacity constrained The Boom is still VERY EARLY IMO. Any short term pull back feels like first class fuckery.

Oct 30, 2025 · 9:02 PM UTC

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Replying to @danielnewmanUV
Dan the man called it!!!! Ty 🦾🦾🦾🦾🇺🇸
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😂
Replying to @danielnewmanUV
Man, after reading you fuckery is my fav 😉
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Here for you
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Replying to @danielnewmanUV
Woah woah woah Meta was a beat sir
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I think so....mostly lol
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Replying to @danielnewmanUV
$AAPL up 25% since August sir.
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Apple great. But no one is saying Apple is a bubble :)
Replying to @danielnewmanUV
And welcomed really. With any fuckery, I’ll be adding 🤑
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Replying to @danielnewmanUV
Hyperscalers are eating the world
Replying to @danielnewmanUV
This is just the beginning 🧡🔥🔥☄️
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Replying to @danielnewmanUV
add nov 5 tarrif cancellation hints by supreme court
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Replying to @danielnewmanUV
First class is correct. Ivy League level.
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Replying to @danielnewmanUV
let’s see how the market reacts here going into Nov. Will be interesting to see, hard to imagine leaving the gaps unfilled on $QQQ too.
Replying to @danielnewmanUV
Crazy how this can not be bullish. Like you always say is companies with real earnings and cash spending on this
Replying to @danielnewmanUV
Tech giants keep crushing expectations
Replying to @danielnewmanUV
Five tech giants all just confirmed they're printing money to buy the same chips and this guy cal...
Replying to @danielnewmanUV
Earnings season or victory parade? Hard to tell with this level of performance
Replying to @danielnewmanUV
Apple beat without heavy AI exposure in this AI era. Insane.
Replying to @danielnewmanUV
$DGXX
Replying to @danielnewmanUV
$SOFI BEat !
Replying to @danielnewmanUV
True !
Replying to @danielnewmanUV
And I though FCF meant free cash flow 🤦‍♂️
Replying to @danielnewmanUV
sp500 9000 EOY, mark it
Replying to @danielnewmanUV
To achieve what really productivity? I ask who is going to pay for this and in amounts that will cover the costs of creating it? Productivity is the fair exchange of value between 2 parties that both benefit. Which party is asking for this? How are they benefiting from this?
GIF
Replying to @danielnewmanUV
kike homo
Replying to @danielnewmanUV
$MSFT actually missed a few items guided in FQ4 '25. Some of those misses are actually positive. For eg, Amy Hood guided COGS to $24.3B–$24.5B. Actuals came in at $24.043B. I take miss like that, any time. Source: Guidance Terminal guidanceterminal.com/company…