(UC Berkeley BA; Golden Gate University, MS (Business/Taxation; MBA) Long Position Bias,Trading/Investing (Note: I post ideas and events; not investment advice)
Joined December 2011
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Stock futures fall after Nasdaq slips into correction; traders await big payrolls report cnb.cx/4iwTiig
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The Non-Farm Payrolls (NFP) report releases on Friday, November 6, 2026, and covers data from October 2026.
Consensus Forecast & Details
Covered Month: October 2026
Release Date & Time: Friday, November 6, 2026, at 8:30 AM ET
NFP Job Growth Consensus: +65,000 net new jobs
Unemployment Rate Consensus: 4.2%
Average Hourly Earnings Consensus: +0.3% month-over-month (approx. 2.9% year-over-year)
Tech stocks log worst day since 2020 as carnage comes to the AI trade
marketwatch.com/story/tech-s… via @MarketWatch
S&P 500 loses an estimated $2.9 trillion in market capitalization, the largest one-day loss of market value on record
market drop triggered massive deleveraging and margin calls, forcing investors and hedge funds to sell off their positions across sectors.
Democrats to probe JPMorgan's relationship with Epstein when they take Senate control cnb.cx/4Ad6GiI
Micron (NVDA, SNDK) and other chip stocks slip as election results strike at the core of data-center optimism
marketwatch.com/story/micron… via @MarketWatch
Nvidia and other chip stocks fell after Democratic election victories raised questions about the long-term outlook for the AI data-center buildout.
Democrat Gina Hinojosa won the Texas governor’s race after campaigning on a data-center construction moratorium.
D.A. Davidson analyst Gil Luria said the election outcome means data centers will become more expensive to build, which could slow the U.S. buildout.
Oil prices are in freefall now that the Demo sweep is ‘rewriting the Iran playbook’
marketwatch.com/story/oil-pr… via @MarketWatch
Oil prices dropped sharply on Wednesday as investors bet that a Democratic sweep in the midterm elections could lead to a quicker end to the Iran war.
Global oil prices fell nearly 9% to $94.46 a barrel, putting Brent crude on track for its largest one-week decline since 2020.
U.S. Vice President JD Vance blamed the Republican midterm losses on the Iran war in a post on X.
Trump committee hearing on Fed Governor Lisa Cook rescheduled to Dec. 14 cnb.cx/3UemCCf
A special committee appointed by President Donald Trump has rescheduled a hearing for Federal Reserve Governor Lisa Cook for Dec. 14, a White House official said.
Trump in early October established a “committee of inquiry” to investigate allegations that Cook made false statements related to “one or more mortgage instruments.”
Dow futures surge 800 points after decisive win by Demos in U.S. midterms cnb.cx/3UwyS10
Demos won majorities majorities in both the House of Representatives and Senate and scored victories in key gubernatorial races, including in Texas.
Demos will now be a check on the policies of Trump, who’s enacted ...... tariffs ..that boosted inflation.
AI stocks slide as Texas governor result raises data center risks cnb.cx/4BFJB9U
Demo Gina Hinojosa won the Texas governor’s race after campaigning for tougher limits on data center development.
Futures fall on speculation Demos to win big in midterms cnb.cx/3UwyS10
Kalshi odds for Democratic Senate control increased to above 90%, showing traders were increasingly betting on a big night for Democrats.
Odds for Democratic control of the House, which was largely expected, jumped to 99% for Democrats.
Stock futures fall as traders speculate Democrats headed for big wins in midterm elections
cnb.cx/3UwyS10
CNBC
AMD Non-GAAP EPS of $2.09 beats by $0.15, revenue of $13.38B beats by $290M seekingalpha.com/news/466413…
AMD stock jumps 7% on earnings as data center revenue nearly doubles
cnb.cx/4yTYSkV AMD reported third-quarter earnings that beat Wall Street expectations, with revenue jumping 45% from a year earlier.
Revenue in the chipmaker’s data center business nearly doubled, and CEO Lisa Su said AMD can meet accelerating demand for AI chips.
The stock is up 129% so far this year
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AMD stock $221-$520 YTD trend
Super Micro Computer Non-GAAP EPS of $1.81 beats by $0.58, revenue of $19.95B beats by $3.69B seekingalpha.com/news/466408…
AMD expected to move +/-7% following earnings, options markets indicate seekingalpha.com/news/466392…
Is Sandisk's Incredible Run About to End? fool.com/investing/2026/11/0…
Sandisk's sell-off has continued, with the NAND memory maker's stock falling over 13% following its latest quarterly earnings release.
While results beat expectations, investors may have expected an even greater beat
many aspects of the earnings release have also underscored concerns about a slowdown in the AI data center build-out.
Motley Fool
It’s Election Day; and prediction markets show
‘too much confidence in a good night for the Demos’
marketwatch.com/story/its-fi…
Democrats are widely expected to win a majority in the House of Representatives in the midterm elections, while Republicans have a better chance of keeping control of the Senate.
Tufts University professor Brian Schaffner says prediction markets seem more bullish on Democrats than prominent forecast models.
Veda Partners analyst Henrietta Treyz expects Republicans to narrowly hang on to the Senate with a 50-50 split.
Marketwatch
US-Iran Reportedly Agree To Concessions On Nuclear File
(WTI/Brent) Oil Plunges zerohedge.com/energy/irgc-cl…
"Washington has approved the draft memorandum of understanding that the Qatari delegation presented to Iran yesterday", Al-Araby Al-Jadeed reports citing sources close to the mediation team.
"Washington and Tehran have made concessions regarding the Iranian nuclear program and frozen funds", Al Araby Al Jadeed reports citing sources.
Dow futures (ym00) drops on Election Day as Apple stock declines -4% after earnings data,
cnb.cx/4e89Bko
Prediction markets see a nearly 75% likelihood of Demos taking the Senate.
A sweep of the House and Senate by Democrats could spark a sell-off for A.I. stocks, according to JPMorgan Chase
