McCall Innovation Report. Investor. Educator. Entrepreneur. Author. Former Fox News Talking Head 20+ years in the market. Monument Traders Alliance.
U.S.-Nicaragua
Joined April 2009
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The midterm elections are NOT going to slow down innovation, it never has...
AI and tech stocks are getting crushed today as volatility picks up...
Sandisk $SNDK is down 17.2%, followed by Western Digital $WDC at -15.4%, AMD $AMD at -14.1%, and Vertiv $VRT at -13.9%.
But I see opportunity in this sell-off.
I've sat down with and interviewed many politicians over the years. One thing I've learned is that most make big promises to get elected and rarely follow through.
I don't believe AI growth will slow nearly as much as investors fear.
Volatility may continue, but I see this month's AI-related sell-off as a buying opportunity.
This DOES NOT happen near a top (bubble)!!
Retail investors flee single stocks at fastest pace since COVID crash - Vanda
$SPY $QQQ
seekingalpha.com/news/466719…
Matt McCall retweeted
Over 100 years ago, Thomas Edison recognized the importance of a resource that could become one of America's biggest strategic priorities.
Today, AI, national security, and a global race for critical minerals are creating a massive new investment trend.
mtatrader.pro/Edison-Prophec…
AI and tech stocks are getting crushed today as volatility picks up...
Sandisk $SNDK is down 17.2%, followed by Western Digital $WDC at -15.4%, AMD $AMD at -14.1%, and Vertiv $VRT at -13.9%.
But I see opportunity in this sell-off.
I've sat down with and interviewed many politicians over the years. One thing I've learned is that most make big promises to get elected and rarely follow through.
I don't believe AI growth will slow nearly as much as investors fear.
Volatility may continue, but I see this month's AI-related sell-off as a buying opportunity.
🚨 Semiconductors are getting slammed today with $SNDK down 19% today, down 38% in the last 5 trading days.
SanDisk is on track for its worst trading day since November 20th, 2025.
$SPX literally fell for an hour straight this morning with zero relief candles on the 5 minute chart.
🔻 This is BRUTAL...
The S&P 500 is down 4% today, its WORST trading day of 2026, and WORST trading day since April 2025.
AI stocks today: 📉
🔴 Nvidia $NVDA: -9%
🔴 Broadcom $AVGO: -9%
🔴 SpaceX: -10%
🔴 Micron $MU: -15%
🔴 AMD $AMD: -16%
🔴 Oracle $ORCL: -8%
🔴 Palantir $PLTR: -10%
🔴 Intel $INTC: -8%
🔴 Dell $DELL: -14%
🔴 Qualcomm $QCOM: -11%
🔴 Sandisk $SNDK: -20%
🔴 Marvell $MRVL: -14%
🔴 CoreWeave $CRWV: -13%
We haven't seen a sell-off like this is in a while...
$SPY just wiped out $2.5 TRILLION in market cap, falling 3.8% 📉
$NVDA alone has lost $400 billion in market cap, that's worth more than $PLTR
The S&P 500 has gained around $1 trillion in market cap today following midterms...
$SPY +1.55%
Over the last 9 midterm elections, the S&P 500 has risen an average of 16.9% in the following 12 months.
The biggest gain came after 1994, when the index surged over 30%
🔻 Meanwhile, $USO fell over 8% today, its worst trading day since July 27th, and 4th biggest loss of the year.
📈 $MSFT just closed up over 6.68% today, its best trading day since July 30th, and its 2nd best day of the year...
The stock briefly hit new all-time highs today.
Over 100 years ago, Thomas Edison recognized the importance of a resource that could become one of America's biggest strategic priorities.
Today, AI, national security, and a global race for critical minerals are creating a massive new investment trend.
mtatrader.pro/Edison-Prophec…
The S&P 500 has gained around $1 trillion in market cap today following midterms...
$SPY +1.55%
Over the last 9 midterm elections, the S&P 500 has risen an average of 16.9% in the following 12 months.
The biggest gain came after 1994, when the index surged over 30%
I have sat down with and interviewed many politicians. I see the AI-related sell off taking place as a buying opportunity this month.
Most pols are completely full of BS and never do what they say to get elected. I don't think AI slows as much as feared.
While talking about seasonality, we have to talk about $UPS 👀
Since 2002, $UPS has ended November positive 92% of the time with an average gain of 4.6%.
That's an insane stat.
🤔 This is interesting...
Since 2002, the market in November has ended positive 80% of the time with an average gain of 2.49%.
Will history repeat itself?
🚨 $INTC is now down over 57% since hitting its all-time high on June 30th.
37% of that decline came within the last 3 trading days.
The S&P 500 has been higher 6 & 12 months after EVERY midterm election over the past 75 years...
This is interesting...
Big Tech's cash flow is expected to explode.
Alphabet $GOOGL, Microsoft $MSFT, Meta $META, and Amazon $AMZN are projected to generate a combined $640 BILLION in annual free cash flow by 2030, according to consensus estimates.
That's more than 3x the roughly $200 billion generated in 2025.
Despite massive investments in AI infrastructure and data centers, Wall Street expects these four tech giants to become even bigger cash-generating machines.
This is interesting...
Big Tech's cash flow is expected to explode.
Alphabet $GOOGL, Microsoft $MSFT, Meta $META, and Amazon $AMZN are projected to generate a combined $640 BILLION in annual free cash flow by 2030, according to consensus estimates.
That's more than 3x the roughly $200 billion generated in 2025.
Despite massive investments in AI infrastructure and data centers, Wall Street expects these four tech giants to become even bigger cash-generating machines.
📉 Brutal month for the Nasdaq-100...
The index fell over 7% in the month of October while simultaneously hitting all-time highs on October 6th.
This was the worth performing month for $NDX since March 2025.
