Below their 52-week highs: $AVGO 35% $GOOGL 21% $NVDA 13% I valued all three. Only ONE passes my buy-price test. Another still looks too expensive after the selloff. My ranking, fair values & entry prices 👇 open.substack.com/pub/divide…

Stocks Near 52-Week Highs: Eli Lilly $LLY - $1,300 Costco $COST - $1,000 MSCI $MSCI - $620 Mastercard $MA - $610 Berkshire Hathaway $BRK.B - $550 Microsoft $MSFT - $530 Elevance Health $ELV - $435 Visa $V - $405 Apple $AAPL - $340 Norfolk Southern $NSC - $340 JP Morgan $JPM - $335 Union Pacific $UNP - $300 Automatic Data Processing $ADP - $300 AbbVie $ABBV - $290 Datadog $DDOG - $280 Johnson & Johnson $JNJ - $270 CrowdStrike $CRWD - $260 Salesforce $CRM - $250 Waste Management $WM - $240 Chevron $CVX - $230 Palantir $PLTR - $200 Philip Morris $PM - $200 American Tower $AMT - $190 Waste Connections $WCN - $190 Fortinet $FTNT - $180 Shopify $SHOP - $170 3M $MMM - $170 Procter & Gamble $PG - $160 Canadian National Railway $CNI - $125 eBay $EBAY - $120 Walt Disney $DIS - $110 Shell $SHEL - $105 Nasdaq $NDAQ - $105 Starbucks $SBUX - $103 Coca-Cola $KO - $93 Colgate-Palmolive $CL - $93 Canadian Pacific $CP - $90 Altria $MO - $73 Occidental Petroleum $OXY - $64 Mondelez $MDLZ - $63 Bristol-Myers $BMY - $62 Devon Energy $DVN - $52 CSX $CSX - $51 BP $BP - $50 Keurig Dr Pepper $KDP - $35 Pfizer $PFE - $30 Energy Transfer $ET - $21 Buying any?

BREAKING: $MSFT is offering voluntary buyouts to around 60,000 employees. More than a quarter of its workforce is eligible. Lower payroll costs could help margins. Losing key talent could hurt execution.

🚨 BRAZIL STOCK MARKET CRASH! 🇧🇷 $EWZ −26% 🏦 $NU −24% 🛒 $MELI −10% 🛢️ $PBR −20% Billions in market value are being wiped out following Brazil’s shock election result. Time to buy this dip?

Stocks Near 52-Week Lows: Broadcom $AVGO - $320 Home Depot $HD - $320 American Express $AXP - $310 General Electric $GE - $285 AppLovin $APP - $260 L3Harris $LHX - $250 McDonald’s $MCD - $250 Honeywell $HON - $220 Take-Two Interactive $TTWO - $205 Lowe’s $LOW - $200 Boeing $BA - $190 AstraZeneca $AZN - $170 Hershey $HSY - $170 Booking $BKNG - $155 T-Mobile $TMUS - $145 Vistra $VST - $140 SK Hynix $SKHY - $137 PepsiCo $PEP - $135 Prologis $PLD - $125 Oracle $ORCL - $125 Blackstone $BX - $117 Alibaba $BABA - $99 Lululemon $LULU - $99 NextEra Energy $NEE - $82 Zoetis $ZTS - $80 Uber $UBER - $66 Netflix $NFLX - $65 Realty Income $O - $56 CoreWeave $CRWV - $54 Bank of America $BAC - $50 Fiserv $FISV - $49 AST SpaceMobile $ASTS - $39 Novo Nordisk $NVO - $39 Brookfield $BN - $37 Nike $NKE - $37 Rollins $ROL - $34 Copart $CPRT - $29 Chipotle $CMG - $27 VICI Properties $VICI - $23 Comcast $CMCSA - $22 AT&T $T - $21 DraftKings $DKNG - $20 SoFi $SOFI - $14 The Trade Desk $TTD - $13 Grab $GRAB - $3 Buying any?

Barron’s Top 10 Stocks for 2026: How are they doing? 👀 YTD performance through October 23: $AMZN +7.4% 🟢 $BMY +14.0% 🟢 $CMCSA -19.0% 🔴 $XOM +52.2% 🟢 $FRFHF -7.3% 🔴 $FLUT -62.8% 🔴 $MSGS +50.3% 🟢 $SLG +9.3% 🟢 $V +16.3% 🟢 $DIS -1.1% 🔴 On an equal-weight, price-return basis: 💰 $10,000 across the list → ≈ $10,600 📈 $10,000 tracking the S&P 500 → ≈ $11,100 Two picks gained over 50%. The basket still trails the index. Stock picking isn’t easy, even for the pros.

What are you buying today? $MU -2% $NVDA -3% $AVGO -3% $ASML -4% $AMZN -4% $AMD -5% $META -6% $LRCX -8% Or staying away?

🚨 PRE MARKET DROPS 🚨 $LRCX -8% $TSLA -5% $INTC -5% $AMAT -5% $AMD -4% $KLA -4% $MU -3% $ASML -3% $NVDA -2% $AVGO -2% $PLTR -2%

🚨 $META REVENUE BEATS. PROFITS MISS. CAPEX FLOOR RISES. Revenue grew 26%, but a $9.9B legal charge weighed on profits as operating margins fell from 40% to 20%. Q3 RESULTS: 🟢 Revenue: $64.60B vs $63.33B expected 🔴 EPS: $3.83 vs $5.89 expected 🔴 Operating income: $12.99B vs $18.66B expected 🔴 Net income: $9.86B vs $15.44B expected THE AD ENGINE: • Advertising revenue: $63.06B, up 26% • Ad impressions: +10% • Average price per ad: +14% • Daily active people: 3.64B, up 3% THE CASH PICTURE: • Operating cash flow: $32.79B • Capital expenditure: $34.91B • Free cash flow: NEGATIVE $2.12B • Cash & marketable securities: $82.45B • Long-term debt: $80.92B GUIDANCE: • Q4 revenue: $73B–$76B vs $73.68B expected • FY26 capex: $135B–$145B vs $132.08B expected • Capex floor raised from $130B to $135B • FY26 expenses: $175B–$179B • FY26 operating income still expected to exceed 2025 UNDER THE HOOD: • Family of Apps operating profit: $17.12B • Reality Labs operating loss: $4.13B • Headcount: 66,775, down 15% Meta also approved a new Class C share class, with a one-time distribution of one Class C share for each existing Class A or B share, effective January 2027. Strong advertising growth. A major legal hit. Spending above operating cash flow. The question for investors: when does that spending translate into stronger free cash flow?

Cash & short-term investments 💰 Berkshire: $366 billion Alphabet: $242 billion Amazon: $123 billion Nvidia: $99 billion Meta: $90 billion Microsoft: $77 billion Apple: $62 billion Tesla: $44 billion INSANE 🤯

🚨 SPACEX REVENUE SURGES 161%. SI REVENUE JUMPS 830%. $SPCX Q3 results: • Revenue: $14.6B, up 161% YoY • EPS: $0.35 • Net income: $4.4B • Adjusted EBITDA: $8.8B, up 306% Revenue breakdown: • SI: $7.6B, up 830% • Connectivity: $5.2B, up 69% • Space: $1.8B, up 6% Starlink now has 13.6M consumer subscribers, and Starship completed its first revenue-generating mission. But the spending is enormous: • Operating cash flow: $13.1B • Capital expenditure: $19.6B That’s $6.5B more spent than generated from operations. Bullish on the growth, or worried about the spending? 👇

🚨 NETFLIX BEATS EARNINGS. GUIDANCE TELLS A DIFFERENT STORY. $NFLX Q3 results: • EPS: $0.87 vs $0.82 expected ✅ • Revenue: $12.87B, in line • Free cash flow: $2.88B But Q4 guidance misses: • EPS: $0.67 vs $0.73 expected ❌ • Revenue: $13.44B vs $13.52B expected ❌ • Operating margin: 26%, including a 1.2 percentage point hit from headcount reductions The bigger picture: • ~$12B full-year free cash flow • ~$2.7B advertising revenue • Ad tier expanding to 15 new countries in 2027 Shares crashing 7% after hours 🔴

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🚨 Stocks with net profit margins above 20% 🚨 Nvidia $NVDA 64% Alphabet $GOOGL 55% Visa $V 51% Mastercard $MA 46% Broadcom $AVGO 43% Microsoft $MSFT 40% McDonald’s $MCD 32% Texas Instruments $TXN 31% S&P Global $SPGI 31% Applied Materials $AMAT 30% Meta $META 30% Union Pacific $UNP 29% Coca-Cola $KO 29% Intuitive Surgical $ISRG 28% Adobe $ADBE 28% Apple $AAPL 28% Oracle $ORCL 26% Philip Morris $PM 26% Booking Holdings $BKNG 26% Amgen $AMGN 23% Qualcomm $QCOM 21% Cisco $CSCO 21%

The green is just as interesting as the red today. 🔴 META −3% 🔴 NVDA −2% 🔴 MSFT −1% 🟢 LLY +5% 🟢 JNJ +2% 🟢 JPM +1% You can buy ONE stock on this heatmap for the next 5 years. Which are you choosing? 👇

Big Tech capex is projected to top $3 TRILLION over the next 3 years. For AI suppliers, that’s potential revenue. For the companies paying, it’s a massive bet on future returns. Would you rather own the spenders ($AMZN, $MSFT) or the suppliers ($NVDA, $AVGO)?

I ranked 40 stocks near their 52-week lows. Only 3 made my buy list, including 2 dividend payers. Full article 👇 dividendtalks.com/p/i-ranked…

My entire timeline is screaming “BLACK MONDAY” tomorrow. I’m calling the opposite. I think stocks BOUNCE and we close GREEN. Who agrees?

Stocks Near 52 Week Lows: Fair Isaac $FICO - $770 Northrop Grumman $NOC - $520 S&P Global $SPGI - $430 Broadcom $AVGO - $330 Intuit $INTU - $320 American Express $AXP - $310 Home Depot $HD - $310 AppLovin $APP - $265 L3Harris $LHX - $250 McDonald’s $MCD - $240 IBM $IBM - $230 Honeywell $HON - $210 Take-Two Interactive $TTWO - $205 Lowe’s $LOW - $195 Boeing $BA - $190 Hershey $HSY - $170 AstraZeneca $AZN - $165 Booking $BKNG - $160 T-Mobile $TMUS - $160 SK Hynix $SKHY - $135 Oracle $ORCL - $130 PepsiCo $PEP - $130 Constellation Brands $STZ - $130 Prologis $PLD - $125 Blackstone $BX - $105 Lululemon $LULU - $95 NextEra Energy $NEE - $80 Zoetis $ZTS - $80 Netflix $NFLX - $70 Uber $UBER - $70 CoreWeave $CRWV - $60 Realty Income $O - $56 Fiserv $FISV - $47 AST SpaceMobile $ASTS - $40 Novo Nordisk $NVO - $38 Nike $NKE - $37 Brookfield $BN - $36 Rollins $ROL - $33 Chipotle $CMG - $30 Copart $CPRT - $27 VICI Properties $VICI - $23 Comcast $CMCSA - $22 DraftKings $DKNG - $18 SoFi $SOFI - $14 The Trade Desk $TTD - $12 Grab $GRAB - $3 Buying any?

AI stocks got crushed this week. But this wasn’t a sell-everything week. 👀 $MU −13% $AMD −11% $AVGO −7% $NVDA −5% Meanwhile: $LLY +8% $WMT +7% $KO +6% $V +6% Biggest fall ≠ best bargain. Which chip stock offers the best 5-year opportunity here?