Hitbear retweeted
Your business might not need another strategy, tool, or marketing campaign.
It might need you to fix the small thing that keeps frustrating your customers.
The confusing offer. The unanswered question. The checkout process that makes buying unnecessarily difficult.
Before you add something new, find out what’s making the current experience harder than it should be..
Hitbear retweeted
Three risks beginners should tell apart:
Inflation risk: your money buys less over time. A savings account earning little is exposed to it.
Credit risk: the borrower doesn't pay you back. That's the danger with unlicensed loan apps and "investment" schemes.
Liquidity risk: you can't sell when you want. That's the danger with penny stocks that barely trade.
Before you invest, ask which of the three you're exposed to, and whether you're paid enough for it.
Hitbear retweeted
My book today:
Micron +2.4%
AMD +1.7%
Tesla -0.6%
Meta -1.0%
Oil kept climbing and pulled the S&P down 0.5%, but my chips held up after Thursday's AI rout. Half my book is still cash, and I'm happy waiting.
Lights out. Have a good weekend, people, and get some rest, because next week is going to be a mad one.
#eToro #investing
Hitbear retweeted
WEEK RECAP · week ending 23 Oct
Tesla reported mid-week. I closed 14 TSLA tickets via stops at 375 and still hold for the long term. Thursday hit AI chips; Friday they steadied and Giga Berlin hit 7,000 Model Ys in a week. Added to META, VRT, AMD and MU, and opened new FORM and INTC into the pullback.
Week +1.05% · Month −1.5% · YTD +27.3%
Funds 49% · Risk 4 · Copiers 10
Best: TSLA +5.0% · SOFI +0.3%
Worst: LRCX −12.8% · SIMO −11.5%
Next week: FOMC Tue–Wed 27–28 Oct. Rate decision Wed 2pm ET, press conference 2:30pm. Alphabet, Microsoft and Coca-Cola report. Cash stays ready.
Which line on the ledger matters most? 👇
Full story: check out my eToro, link in bio 🔗
#eToro #investing
🤖 Made with AI
Hitbear retweeted
🚨 $AMZN — AMAZON IS GEARING UP FOR A MASSIVE HOLIDAY SEASON!
Amazon plans to hire 300,000+ workers for the 2026 holiday shopping season.
📈 Hiring up 20% YoY
👥 50,000+ more hires than last year
📦 Positions across fulfillment, logistics, and delivery
💰 Seasonal pay averaging $20/hour
While much of the retail industry is slowing holiday hiring, Amazon is doing the opposite.
This could signal confidence in consumer demand heading into Q4.
You don’t increase holiday hiring by 20% unless you’re preparing for serious volume.
Bullish on $AMZN heading into the holidays? 👀
Source: Bloomberg
Hitbear retweeted
📊 Market Close | October 23
U.S. stocks fell Friday as oil climbed back above $103 a barrel, with the Dow losing more than 650 points while the Nasdaq held up better after Thursday's tech selloff. Attention now turns to a heavy week of earnings and the Fed's Oct. 27–28 meeting.
🇺🇸 U.S. Markets
S&P 500: ▼ 0.52%
Nasdaq: ▼ 0.21%
Dow Jones: ▼ 1.23%
Russell 2000: ▼ 0.29%
🌎 Commodities & Crypto
₿ Bitcoin: ▲ 0.13%
🥇 Gold: ▼ 0.74%
💰 Silver: ▼ 1.22%
🛢️ WTI Crude: ▲ 3.72%
◆ Ethereum: ▲ 0.76%
🛢️ Oil: WTI crude climbed above $103 a barrel and Brent rose 3.1% to $116.72, its highest settle since April, after Houthi attacks in Saudi Arabia revived worries about Middle East supply. Higher fuel costs weighed on airlines, with $UAL down 3.99% and $DAL down 3.13%.
💼 Earnings: $AXP fell 3.68% after its third-quarter report, as the company said it will cut about 5% of its global workforce. The drop helped pull the Dow down 652.82 points.
💵 Rates: The 10-year Treasury yield rose about 4 basis points to roughly 4.99%, holding just below 5% a day after its sharp drop. Spot gold slipped below $4,000 an ounce for the first time since July as higher oil kept inflation and rate concerns in focus.
📅 Looking Ahead:
Monday brings Verizon's earnings call at 8:30 AM ET, the Chicago Fed National Activity Index at 8:30 AM ET, the Dallas Fed manufacturing survey at 10:30 AM ET and Cadence Design Systems' earnings call at 5:00 PM ET.
Three stories. One snapshot of the trading day.
#StockMarket #Investing
TS Lombard's Dario Perkins modeled what happens if AI spending collapses. US stocks fall at least 30%, wiping out "around $20 trillion in market cap," per Yahoo Finance.
It's a scenario, not a forecast. He says "it is hard to identify the exact trigger."
In his model, the weakest go first: "the neoclouds, $ORCL , standalone model developers and construction/equipment suppliers." Debt markets take "$125–200 billion in losses."
Some strain is already showing. $CRWV is down 35% in October and $TSLA cut its spending plan by $5 billion.
It stays a stress test as long as the big cloud companies keep spending.
Hitbear retweeted
Up 5.7% while the S&P dropped 2.3%, $MNST is still running from our Oct 12 list.
Every pick gets four weeks to work, then we score it right here.
All three picks still running are in the green so far.
A daily close below $42.56 kills the setup.
xitter.cf/TrackNetWorth/status/2…
This week $MNST is the hottest 200 DMA bounce, outperforming 73% of the S&P 500 in 6‑month momentum.
A 200 DMA bounce signals that a stock has found a new support level and is likely to keep rallying.
• $MNST - trading at $43.71, 2.7% above its 200 DMA at $42.56, 6‑month momentum >73%
• $DVA - trading at $179.73, 4.5% above its 200 DMA at $171.94, momentum >80%
• $DOC - trading at $18.73, 0.9% above its 200 DMA at $18.57, momentum >86%
The attached chart shows $MNST's price climbing 2.7% above its rising 200 DMA, while $DVA and $DOC are tightening around their respective levels.
The cleanest setup is $MNST. A daily close below $42.56 would void it, and that level is just 2.7% under the current price of $43.71.
I will report back next Monday whether $MNST holds its 200 DMA at $42.56.
I predict $MNST will stay above $42.56 on Monday.
Hitbear retweeted
When you are in sales, it is infinitely less difficult to convince people outside your company of things, than convincing people inside your company.
The best will execute by solid relationships with the people who support them.
It’s always a 2 sided sale.
Hitbear retweeted
Anthropic's biggest bet on AI may also be a much bigger bet on its cloud suppliers.
Its IPO filing shows $518B in compute and infrastructure commitments over the next decade. Roughly 80% must be paid whether the capacity gets used or not.
$GOOG is owed $111B. $AMZN , $110B. $MSFT , $31B.
At first glance, that looks like a dream backlog for the cloud giants. But a contract is only as strong as the customer's ability to pay.
Spread the $518B evenly across ten years, and you're looking at roughly $52B annually against Anthropic's reported $65B revenue run rate. That's a huge commitment relative to the business supporting it... especially if growth slows.
And there's another twist: Amazon and Google are also Anthropic investors. They're exposed on both sides.... funding the customer while supplying its infrastructure.
For your portfolio, three tests matter:
→ Coming weeks: Does IPO pricing validate the value investors place on that backlog?
→ Coming quarters: Does Anthropic's revenue keep pace with its fixed infrastructure bills?
→ Longer term: How much of the cloud giants' growth depends on a single customer whose commitments are enormous relative to its revenue?
A massive backlog can look like certainty. The real test is whether the customer can keep paying for it.
Hitbear retweeted
$META just made it easier to raise capital without putting Zuckerberg's voting majority at risk. The cost to existing shareholders could come later.
Meta's new Class C structure creates a non-voting share. Previously, issuing enough additional stock could dilute Zuckerberg's voting power below 50%, making large equity raises harder to justify.
Now, new shares can raise capital without affecting his reported 60.6% voting stake. Class A shareholders didn't vote on the change.
And that matters because AI spending needs funding.
From January 19, 2027, the new structure could give Meta more room to issue shares. But every new share also raises a question for existing investors: → how much of the company's future earnings will each share represent?
The first clue may come from the market itself.
→ Watch whether Class C trades at a discount to Class A. If it does, that could reveal how investors value voting rights... and the new supply of shares.
Meta gains financing flexibility. Shareholders now have to judge what that flexibility will cost them.
Hitbear retweeted
📡 MARKET NOTES
$SPCX credit risk gauge just hit a fresh record.
The cost of protecting the company’s debt against default for five years rose as much as 19.4 bp to a record 267.6 bp on Friday, according to ICE Data Services.
Bonds weakened alongside it. The spread on its 6.6% bonds maturing in 2046 widened by 15 bp to 281 bp as of about 12:54pm in New York. Its 5.875% notes due in 2036 widened by 22 bp to 257 bp.
Heightened concerns that massive borrowing to finance the AI buildout will swamp debt markets are driving the move. Supply angst is causing a repricing of risks across some of the biggest technology companies. That is showing up in spiking prices for credit insurance, heightened volatility and weakening performance. Keep a very close eye on it.
That is a dangerous development.