Posts
Oil Cracks $100 Again: Is the AI Rally Fading Fast?
[Wild week in the markets—oil ripped nearly 5% to top $100](https://www.moomoo.com/news/post/1000819178?global_content=%7B"promote_content":"11067213","promote_id":20795,"promote_type":43,"sub_promote_id":1%7D), while AI chip names like Micron, Intel, Broadcom and NVIDIA got absolutely crushed after that OpenAI revenue report landed. 10-year yields spiked to 5.32% too, smacking long-duration assets. Defensives caught every bid here, while the crowded mega-cap AI trade …
OpenAI annualised revenue is 20B less than expected. Immediately it has tanked as well as the entire AI market.
Earnings week watchlist, can't stop staring at TSM next Thursday
[Stuff I'm watching next week. ](https://www.moomoo.com/quote/calendar?global_content=%7B%22promote_content%22:%2211067213%22,%22promote_id%22:20795,%22promote_type%22:43,%22sub_promote_id%22:1%7D)Expected move is the options-implied swing, not an analyst target fyi: * JPM, Tue 10/13 pre, ±3.59% * JNJ, Tue 10/13 pre, ±3.50% * UNH, Tue 10/13 pre, ±7.69% * ASML, Wed 10/14 pre, ±6.60% * TSM, Thu 10/15 pre, ±4.45% TSM is the one …
NVIDIA Commits $1 Billion to U.S. Science and Quantum Computing
Wait, OpenAI's $20B revenue gap is wild
[That Thursday AI stock selloff looked chaotic](https://www.moomoo.com/news/post/1000794791?global_content=%7B%22promote_content%22:%2211067213%22,%22promote_id%22:20795,%22promote_type%22:43,%22sub_promote_id%22:1%7D). Phlx Semiconductor Index tanked over 3%, big names like NVIDIA, Broadcom, Micron all took hits, even Oracle dropped sharply. Turns out there's no actual $20B missing sales — it's just a messy accounting mismatch. People are counting cloud partner revenue differently between OpenAI …
Isn't he super intelligent?
When that $88 KO Call randomly hits
Wish i’d dumped in my life savings
Stock Market Recap for Thursday, October 8, 2026
The major U.S. stock indexes ended **mixed** on Thursday, **October 8, 2026**, as a bombshell **Financial Times report revealing OpenAI’s annualized revenue is roughly $20 billion below what had been signaled** triggered a brutal chip sector selloff, pulling the Nasdaq sharply lower even as the Dow held green and oil …
I got lucky on SPY
I waited out the initial rise in the morning, missed out on puts for the downturn because of FUD, but then entered the reversal and watched it crab for an hour. Was down 700 at times which sucked. I almost exited at near break even. I think the Iran news …