THE STOCK FELL 8.0%. THAT’S OCTOBER. If you only watched the headlines this month, October looked like a mess. The chips dropped 24.0%. Netflix, Tesla, Meta and Lam all beat earnings and got sold. And this week $GOOGL posted the best cloud number of the group, up 103.0%, and the stock fell about 8.0% anyway. Here’s the real story. The market stopped paying for AI growth and started pricing what it costs. Microsoft spent less than feared and got bought. Alphabet’s spending blew out and got sold, even with the stronger growth. Good news now comes with a bill. The money didn’t leave the market, breadth is still healthy, and the leaders are still leading. They just got narrower. I broke down the whole month and the names still clearing the new bar in the newsletter. Not investment advice 🐝
— Building a smart AI data center is useless if you can’t turn the lights on. AI needs a lot of power. But connecting a new data center to the regular electric grid can take 3 to 6 years, according to BNN. Big tech companies cannot wait that long. So, they are doing something new: - Making clean power right on-site with fuel cells. This big change is starting a huge new trend: 1. Fast Setup: Fuel cells can get approved and set up in just a few months. 2. Huge Growth: Spending on data center fuel cells could jump from $2.8 billion to $30 billion by 2030. 3. Cleaner Power: They make less pollution than old gas generators. Top Stocks & Funds to Watch: - $BE (Bloom Energy): The main leader making fuel cells right on-site. - $HYDR: A fund that holds top hydrogen and fuel cell companies. - $ICLN: A fund that holds many different clean energy companies. Are you buying any clean energy stocks right now, or are you staying with regular tech? — This is for information only and not an investment advice. read more
— Larry Berman (CIO of ETF Capital Management) shared an interesting view on the upcoming Anthropic IPO. Even though everyone is super excited about AI right now, he identified a few key points: 1. Most companies aren't actually making big money from it yet. 2. Where the profits are: Right now, big AI revenues and profits are mostly staying with the giant tech leaders like Microsoft ($MSFT), Nvidia ($NVDA), Alphabet ($GOOGL), and Amazon ($AMZN). 3. The broader market: The rest of the S&P 500 (the S&P 493) has not seen a big boost from AI yet. 4. The fund impact: This also affects broad tech funds like $QQQ and specialized AI ETFs like $AIQ, $BAI, or $BOTZ. 5. Larry views the Anthropic IPO as a major milestone for long-term AI productivity, but cautions that investors shouldn't chase the hype blindly since real revenues remain concentrated in mega-cap tech giants while the rest of the market waits to catch up. Are you sticking with the tech giants making real AI money right now, or holding broader tech funds until the trend spreads? — This is for information only and it is not a financial advice.read more
Week 24 of the $1K → $1M Stock Flipping Challenge 📈 Current trade: Oracle Corporation Starting balance: $1,000 New balance: $913 Goal: doubling my money every time until I reach $1M It’s not about hitting home runs — it’s about consistent growth and smart trades. I buy great stocks that I believe are undervalued and wait for them to go up 100%. Then I sell and buy the next stock with the amount accumulated until i complete 10 trades. That would give me $1M starting with only $1,000. You think I can pull this off? Week 24 is in the books. Let’s see what Week 25 brings. Follow the journey 📊 $ORCLread more
I bought more $AMD today, and here’s why. AI isn’t slowing down, and the demand for computing power continues to grow. AMD is positioning itself to compete in the AI chip market while still having a strong business in CPUs and data centers. I love the long-term opportunity here. NVIDIA may be the leader today, but I believe there’s room for multiple winners as AI infrastructure expands. I know AMD comes with risk, and competition is fierce. But I’m investing for where I think this industry is headed over the next 5–10 years, not just where it is today. Are you buying $AMD at these levels, or are you sticking with $NVDA? 👇
Added more $NVDA A today. Slowly building this position because I believe in what they’re doing long term. 📈 Stack assets, stay consistent, and let time do the work. We don’t need to get rich overnight, just keep showing up and building. Happy Friday! Let’s get this bread 💚💰 Who else bought $NVDA?
I added another 40 shares to my $LUNR position today at $12.22. That bumped my position up by 40%, and it now makes up 1.86% of my portfolio. My thesis hasn’t changed. The Lanteris acquisition turned Intuitive Machines into an end-to-end space company, which means it can go after a much wider range of government and commercial contracts. The fundamentals look stronger than ever, even though the stock has pulled back. The stock is trading near its 200 week SMA, which is the average price over almost the last four years. A lot of long-term buyers watch that level, and it gives me a spot I’m comfortable building around. Why DCA instead of one big buy? I don’t know if this is the exact bottom, and spreading my buys out lets me build a solid average price without needing to time it perfectly. This is still a high risk, high reward name, so I’m sizing it that way. I’m in it for the long term and plan to keep adding around these levels.
October has been quite the rollercoaster 📈📉📈📉📈 After getting to $153K CAD on Oct 7, my portfolio took a beating during the recent tech selloff, dropping to around $122K in just 14 days. Definitely wasn't fun watching weeks of gains disappear, but I saw it as an opportunity and data about how to reassess my positions, manage risk, and put capital to better use. I made quite a few moves throughout the dip. Sold out of $ISRG when it rose, $CNQ when oil spiked, and $MRVL to take profit and open up some cash, trimmed $ALAB yesterday after the short rally, and reduced some $SPUS before the correction went deeper to free up more buying power. I redeployed almost 20k USD that capital across $LRCX , $KLAC , $CLS , $VRT$COHR , $CRDO, $WDC and other existing holdings while prices were SCARY. I also opened new positions in $AMZN and $GOOGL to diversify my exposure beyond semiconductors. Also, to capture some hype if MAG7 earnings are stellar. $MU remains my largest holding and continues to be the most volatile lol. The memory and AI infrastructure thesis is still very much intact in my view, although I'm aware that concentration is something I need to address as the portfolio grows. $SKHY$STX and $WDC earnings made me much more glad with continuing to hold through. As of today's market close: $136K CAD Today: +4% Total P&L: +134% My biggest takeaway from this correction is that conviction and emotion are two very different things. Being confident in a company doesn't mean blindly holding everything or buying every dip. It means researching the fundamentals, understanding what you own, recognizing when the risk/reward changes, and actually taking action when opportunities present themselves. I'm investing with a long-term mindset, but that doesn't mean my allocations have to stay the same forever. Great businesses can still become overpriced, and sometimes reallocating capital is just as important as finding the next winner. The plan from here? Continue participating in the potential year-end rally, selectively take profits when valuations and price action justify it, and gradually simplify the portfolio during and after Christmas. Still a work in progress, especially with my current $MU concentration, but the goal is to rebuild gradually, not overnight. I didn't time the bottom perfectly, and I certainly don't expect every decision to work out. But I'd much rather make informed decisions through volatility than let fear or FOMO dictate my portfolio. Curious how everyone else handled this correction. Were you buying the dips, taking profits, or sitting on cash?read more
$AMD landed a new AI customer this week. Scaleway, a major European cloud provider, picked AMD’s Instinct MI355X GPUs for a new supercomputer in Sweden, which will be the first commercial $AMD AI supercomputer in Europe. This is the part of my thesis that matters most. Scaleway’s flagship AI system runs on Nvidia, so choosing AMD for its first supercomputer outside France shows big buyers are willing to diversify, and that AMD’s chips are good enough to win those deals. There’s more coming. AMD’s Helios rack, a ready-to-deploy server system built for AI agents, is set to ship in November. Lisa Su expects the AI chip market to reach about $1.4 trillion by 2030, driven mostly by inference, which is the work of actually running AI models. So why is the stock down? Chip stocks have fallen six days straight, AMD trades at a high valuation, and today’s hot inflation report hit growth names across the board. That’s the market moving, not the business changing. AMD is still one of my core positions even after trims. I’m thinking in years, not weeks, and nothing about this news changes that. Long $AMDread more
$ARM I have been in the stock since IPO at a price of $55 this stock is seldom talked about but a big part of a lot of companies computer systems. They provide the architecture for the program. They play a crucial role with Tesla, Starlink and SpaceX. At its core, Arm Holdings (NASDAQ: ARM) provides the underlying chip architecture and IP (Intellectual Property) that powers the physical computing hardware across Elon Musk’s companies. Rather than manufacturing chips itself, Arm licenses its Instruction Set Architecture (ISA) to other tech companies. Because Arm designs focus heavily on high energy efficiency, thermal management, and raw computing power, its technology has become the foundational standard for custom processors across Tesla, Starlink, and SpaceX. 1. Tesla: Custom Driving & Infotainment Silicon * FSD (Full Self-Driving) Computer: Tesla’s custom silicon—including the Hardware 3 and Hardware 4 (HW3/HW4) Autopilot computers—uses custom SoC (System-on-Chip) designs containing CPU cores built on the Arm architecture. * Infotainment & Control Modules: The central MCU (Media Control Unit) and various ECU (Electronic Control Unit) microcontrollers throughout Tesla vehicles rely on low-power Arm-based processors to manage instrument clusters, vehicle sensors, and real-time power distribution. 2. Starlink: Ground Terminals & Satellite Avionics * User Dishy Terminals: Every Starlink user dish (the ground terminal) contains an integrated main board powered by custom Arm-based SoCs. These chips handle the massive signal processing required to track orbiting satellites via phased-array beamforming in real time. * Satellite Processing Payloads: Onboard Starlink satellites, flight computers, routing equipment, and inter-satellite laser communication hardware utilize power-efficient Arm cores to process terabytes of global data without overheating in a vacuum. 3. SpaceX: Space-Grade Flight Systems & Onboard AI * Flight Computers & Rocket Avionics: Falcon 9, Falcon Heavy, and Starship flight systems rely on radiation-tolerant, highly redundant microcontrollers built on Arm architecture to perform real-time trajectory adjustments, guidance, and landing algorithms. * Space-Based AI Infrastructure: For orbital data platforms and satellite compute nodes (like the StarMind AI constellation), Arm architecture is favored because compute efficiency per watt is the single most critical constraint when relying on solar panel arrays and space vacuum heat radiation. Why Arm is Central to Musk’s Ecosystem * Power-to-Performance Ratio: Whether squeezed inside an electric vehicle battery budget or operating on a solar-powered satellite in orbit, every watt counts. Arm's RISC (Reduced Instruction Set Computer) architecture delivers high computing throughput at a fraction of the power required by traditional x86 processors (like Intel or AMD). * Customizability: Arm allows companies to license its instruction sets and heavily customize the surrounding silicon—giving Tesla and SpaceX the freedom to design tailor-made chips for autonomous driving, space communications, and high-reliability aerospace controls. Here is the current market snapshot and price trend for Arm Holdings PLC (NASDAQ: ARM) as of market close on October 19, 2026: 📊 Market Snapshot * Current Price: $228.05 USD * Daily Change: $+0.25 (+0.11%) * Day's Range: $227.69 – $236.59 * Market Capitalization: ~$243.56 Billion * Volume: ~2.89 Million shares 📈 Key Stock Metrics & Valuation | Metric | Value | |---|---| | Previous Close | $227.80 | | Open Price | $236.59 | | 52-Week Low | $100.02 | | 52-Week High | $452.61 | | P/E Ratio | ~233.95 | | Earnings Per Share (EPS) | $0.97 | 📉 2026 Price Trend & Performance Context * Early 2026: Started the year trading closer to the $110–$115 range. * Mid-Year Peak: Experienced a major surge in May and June 2026, touching a 52-week high of $452.61 amid broader artificial intelligence sector rallies and high demand for specialized semiconductor architectures. * Current Levels: Over the summer and into autumn, the stock has experienced a significant correction, consolidating down to the $225–$230 range, which sits roughly midway between its 52-week extremes. read more
Meta disclosed plans to raise up to $95 billion to fund its AI infrastructure and the stock fell on the news, down 1.4% today alone and 11% in the last week. The announcement signals that the massive capital requirements for AI remain a primary concern for mega-cap investors. The issue isn’t that $META is investing in AI. Almost every big tech company is. The issue is the size of the check and the timing of the payoff. When a company needs to raise tens of billions of dollars to build data centers and buy chips, investors start asking when that spending turns into real revenue and profit. The longer the wait, the more patience the market needs, and that often turns into volatility today. This is much bigger than just one company as well. This year’s Big Tech earnings season has become a stress test for the AI trade and the market is grading companies on spending as much as they do on sales. That makes this week very important. $MSFT , $GOOG and $AMZN report on October 28/29 and investors will be watching two things: 1) whether cloud growth is accelerating 2) how much more they plan to spend Strong growth with controlled spending could calm investors. Big growth paired with even bigger spending might keep the pressure on these hyperscalers. The AI trade isn’t over, it's actually far from it, but the market is getting pickier about who gets rewarded for spending. Are you buying, holding, or waiting on $META? Let me know below 👇read more
$AMZN is introducing TorchNeuron, which makes it easier for developers to run their existing AI code on Amazon's own Trainium chips. I think this is important because Nvidia's advantage isn't just its powerful GPUs. Developers have spent years building software around its CUDA ecosystem. If Amazon can make switching easier, more companies might consider using Trainium for their AI workloads. I don't think Nvidia's dominance will disappear anytime soon, but I like seeing more competition in AI infrastructure. It could eventually give developers more choices and help businesses manage their AI computing costs. https://www.reuters.com/business/retail-consumer/amazon-says-its-ai-chips-will-work-with-popular-coding-language-challenging-2026-10-19/read more
Apple is at ~$343, just under its 52-week high of ~$348. On Oct 28, Apple is expected to reveal its first-ever touchscreen MacBook Pro, with an OLED display and Dynamic Island. That's a major reversal after years of keeping touch off the Mac. My call: ~5% upside (to ~$360) by mid-November. • A genuine redesign could pull forward upgrades from older MacBook owners • OLED and touch justify premium pricing, which supports margins • Earnings on Nov 2 give a second catalyst if Mac pre-orders look strong The consumer check: US shoppers are spending more than expected (September retail sales +0.8% vs 0.3% forecast), but inflation is doing much of the work. Real sales grew just 0.1%. Sentiment is near record lows, and people are especially hesitant on big-ticket purchases. That's the real test for a premium MacBook. My bet is Apple's buyers sit on the stronger side of a K-shaped economy. What would prove me wrong: • The event is already priced in (P/E ~39, trading above the average analyst target) • Apple often dips after product events ("sell the news") • Nov 2 guidance shows Mac demand or holiday sales softening The event alone won't move the stock. The event plus earnings is the real test. I'll check back after Nov 2. Not financial advice. Do your own research.read more
$NVDA owns the AI trade right now. No debate. $AMD is the cheaper ticket with real momentum though. Lisa Su keeps stealing share & the valuation gap is WILD. I hold $NVDA & I am not selling. The CUDA moat is real. But $AMD at this discount keeps tempting me. Which chip stock are you betting on for the next 5 years?
It's never fun to watch your largest position crash 13% after the earnings. Personally, I have seen this so many times, and I have developed the habit to read the earnings report first, reaching my own conclusion before looking at the market reaction. I see Google's revenue continue to accelerate, growing 25% compared to 24% last quarter and 16% a year ago. Operating income increased 30% to 40.5 billion, with operating margin expanded 1%. Free cash flow is negative due to heavy capex. Earnings are down caused by a large investment loss, unrelated to the business operations. And increased depreciation charge, which is expected with the significant cloud investment. Google Cloud growth rate accelerated again to 103%. This is highly impressive, and as a long term investor, I'd like to see them invest into this growth as much as they can, which is exactly what the management is doing with the capex spending. A more valid concern is the deceleration of ad revenue growth, which has slowed for 2 consecutive quarters. This is caused by lower rate of monetization of AI searches and it makes sense as people is clicking less into websites if they get the answers right away. That said, people's habit is very difficult to change, and I expect continued growth of Google search usage for the foreseeable future. As long as Google can continue to grow the search volume, they should be able to find a way to more effectively monetize it in the future, but it will take some time. Even if they fail to improve the monetization, they still have the Cloud and subscription business to offset the slower growth. Despite slower growth, Google ad revenue still grew 11%, which is not bad at all at Google's size. Overall, I think this is a great report if you believe in their AI investment. I personally do as I've seen how AI completely change the way I work as a software engineer in less than a year. Now I can't imagine how I can work effectively without it. I think AI is here to stay, so I will continue hold my Google position for the long term.
As many of you know I am a big $NVDA fan. It is currently my largest position, and it has likely been one of my best performing investments (if not the absolute best) over the last few years. I last made a post about $NVDA in May of this year. I called Nvidia the gift that keeps on giving!🎁. And this is so true…. https://link.blossomsocial.com/7uYa/hhuj224k I first started purchasing $NVDA shares in Dec 2023, shortly after I opened up my new self-directed Questrade account, which is the account that is linked to Blossom. My first purchase of $NVDA was on Dec 4, 2023. I purchased 70 shares of $NVDA at $455.45. This is pre-split. This works out to a post split purchase of 700 shares at $45.55 per share. In retrospect that seems like a bargain, and I wish I would have purchased more shares of $NVDA at that price back then!😂😂 Anyways, right around that time, $NVDA shares started to pump up significantly. Within a few weeks the price of $NVDA shares went up to over $500, and then $600 and then over $700 per share (all pre-split) by mid Feb 2024. All this time, I was purchasing a significant number of $NVDA shares.👍 Around that time, one of my close friends told me that I should be careful ‼️⛔️☢️, and that at $700 per share (pre-split), that $NVDA was TOO expensive, and that I should NOT buy any more! Luckily, I did NOT listen to my friend, and I continued to INCREASE my position in $NVDA.👍😂 Between Dec 4, 2023 and July 30, 2024, I purchased Nvida shares 32 different times! I sold Nvdia shares on 3 occasions over this same time frame. $NVDA was doing so well around that time, that they did a 10 for 1 stock split on June 20, 2024.📈. My total $NVDA shares by July 30, 2024 sat at 5,595 shares!💰🚀🌖 $NVDA was trading for around $177 at that time, post split. $NVDA recently hit an all-time intra-day high just yesterday (Oct 5, 2026) of $243.37.🔥 I took this screenshot on Blossom today, when $NVDA was sitting at $241.48 (Pic 1).🧨 My $NVDA position is sitting at $1,614,457 CAD (Pic 2).👍 Gains of $1,101,302 or 214.61%. Dividends of $3,731 or 0.73%. Total unrealized return of $1,105,033 or 215.34% (Pic 3). A three bagger!👍💰🚀 I have also sold shares of $NVDA in the past, and my realized gains on $NVDA shares sold are $248,652 according to Snowball Analytics (Pic 4).💰💵 So, the total of unrealized and realized gains for my $NVDA investment is: $1,105,033 + $248,652 = $1,353,685. My total position in $NVDA including current position plus the realized gains on Nvidia shares sold in the past are $1,614,457 + $248,625 = $1,863,109. Close to $2M CAD in one stock!👍😂 $NVDA currently trades at a forward PE of around 22.88 to 24.88 according to Yahoo Finance. This is actually near the LOWER END of Nvidia’s range over the last several years. Nvida’s forward PE ratio sat at 30.12 in 2024 and 32.25 in 2025. And one could compare Nvidia’s forward PE ratio to the forward PE ratio of $AMD for example, which sits at between 39.5 to 58.9. In otherwards, $AMD trades at about 2x the forward PE of $NVDA. One could argue that $NVDA is cheap (or that $AMD is expensive)!🤷♂️😂 Besides the lower forward PE, some of the other factors that $NVDA has going for it are its massive earnings power, based on massive growth outlook, revenue expansion and very high gross margins. Plus, huge corporate stock buybacks. $NVDA has recently announced an additional $150 billion buyback program, which is added to the previously announced buybacks of $80 billion. The total buyback program size currently sits at $235 billion. The buyback program runs through Jan 2028. This massive stock buyback program should be a significant tailwind for $NVDA. So, getting back to my initial question. Is $NVDA still currently undervalued? Is $NVDA over valued? Or is $NVDA fairly valued? What do you think? It will be interesting to see what happens with $NVDA over the next few months and next few years! I know that I will be very interested. Plus, I have a vested interest!🤔😂😂 read more
$ZETA | Zeta Global CEO & Founder on AthenaOS, Custom Inference Models, and AI Chip Development... In this 18 minute interview we dive into each of the following topics: 0:00 ZetaLive 2026 2:00 AthenaOS vs. Legacy SaaS 3:34 Beyond Marketing 5:14 Palantir Partnership 6:37 Alex Karp 7:46 AthenaOS Pricing 8:14 AIM Inference Model 9:43 Zeta’s Data Advantage 13:05 AI Chip Strategy 14:37 Cash Flow & Buybacks 15:39 Customer ROI 16:28 ZetaLive 2027 I flew into NYC to attend ZetaLive 2026 along side @theronnievshow - Enjoy the interview! More to be released tomorrow. You do not want to miss it. $ZETA https://youtu.be/djgdX7I9qA4read more
I showed my Fiancé the video of the tesla roadster barrel rolling and driving upside down.... She turns to me with 100% confidence and says that is not real, that is AI. And then looks at me like I have just been fooled. I can't help but think this is bullish. Even if the car takes another 5 years and hits some regulatory road blocks, the engineering at Tesla and Space X has to be some of the best in the world, and long term, I think that is the real strategic advantage to these companies. Waiting to time my entry point. read more
$META I'll be honest... If you simply listened to earnings calls, you'd be up a minimum of +30% on a Meta investment already. Zuck in Q1 '26: “We are living through a historic technological transformation. We are among the few companies positioned to shape the future, and we are on track to do that. I’m looking forward to delivering personal superintelligence to billions of people.” “I’m trying to kind of paint a picture of the very high-level direction that we’re going in, but I think that the picture is gonna come into focus a lot more over the subsequent quarters.” Meta probably has one of the strongest first-party data advantages in the world. - Instagram: 2 billion DAUs - Threads: 500 million MAUs - Facebook: more than 2 billion DAUs - WhatsApp: previously disclosed at more than 3 billion MAUs They're sitting on a gold mine of consumer signals that refresh every second of the day. Guys, the stock was trading at a 18x multiple... $METAread more
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Do you see Ai, Chip, and Memory stocks continuing to surge? 😵💫
Yes! 👍🏻
No! 👎🏻
33 votes · 1d left
Do you think apple stock will go up after Earning on Nov 2
