JC888

    • JC888JC888
      ·31 minutes ago
      Replying to @fluffix:Hi, thanks for reading my post and sharing your views.  Agree with what you said. To add on, if INTC could just get 1 commercial paying customer for its Foundry, that should be a strong booster shot in the arm to quell any investors' worries.//@fluffix:Guidance that far below the Street is usually a structural warning, not just a bad quarter. AI share loss plus weaker PC demand makes this look more like a trap than a dip

      INTC plunges -29% : Buy, Bail or Trap ?

      @JC888:
      On Thu, 29 Oct 2026, $Intel(INTC)$ reported its Q3 earnings after market closed for the day. On Fri, 30 Oct 2026 morning, when trading resumed - INTC suffered a massive selloff, opening down roughly -25.8% at $68.36 per share. (see below) Based on subsequent media coverage and corroborating earnings reports, market's reaction to INTC was driven primarily by a major guidance miss, rather than the quarterly results reported on Thursday evening. What happened ? On surface, INTC handed in a solid Q3 2026 earnings report card: Adjusted EPS: $0.52 vs $0.40 expected Revenue: $16.51 billion vs $16.5 billion expected Revenue grew about +21% YoY. On a normal day, those numbers would have been viewed positively. However, investors focused on INTC's Q4 foreca
      INTC plunges -29% : Buy, Bail or Trap ?
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    • JC888JC888
      ·33 minutes ago
      On Tue, 03 Nov 2026, INTC experienced a minor technical relief rally. It bounced by approx. +0.97% to close around $60.55 per share.  This slight stabilization followed a brutal multi-session, post-earnings sell-off due to weak Q4 revenue guidance. Investor anxiety was momentarily soothed by news of supportive open-market share purchases of INTC shares by company's executive leadership. Meaning, INTC may still undergo correction in the near term.

      INTC plunges -29% : Buy, Bail or Trap ?

      @JC888:
      On Thu, 29 Oct 2026, $Intel(INTC)$ reported its Q3 earnings after market closed for the day. On Fri, 30 Oct 2026 morning, when trading resumed - INTC suffered a massive selloff, opening down roughly -25.8% at $68.36 per share. (see below) Based on subsequent media coverage and corroborating earnings reports, market's reaction to INTC was driven primarily by a major guidance miss, rather than the quarterly results reported on Thursday evening. What happened ? On surface, INTC handed in a solid Q3 2026 earnings report card: Adjusted EPS: $0.52 vs $0.40 expected Revenue: $16.51 billion vs $16.5 billion expected Revenue grew about +21% YoY. On a normal day, those numbers would have been viewed positively. However, investors focused on INTC's Q4 foreca
      INTC plunges -29% : Buy, Bail or Trap ?
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    • JC888JC888
      ·40 minutes ago
      Wall Street finished with mixed results on Tue, 03 Nov 2026. Voters went to the polls for the US midterm elections.  S&P 500 rose +0.4% to 7,568.92 and Nasdaq climbed +0.8% to 25,372.01, helped by a rebound in artificial intelligence and chip stocks.  Meanwhile, Dow slipped -0.4% to 51,786.72

      US market tested by Tech stocks' AI capex +...

      @JC888:
      For the week ending Fri, 30 Oct 2026, US market closed off October 2026 sharply lower as a heavy-tech sell-off dragged down all 3 major benchmarks. (see below) By the time 4pm came around, The Dow lost -1.05% (-550.14 to 51,770.3). The S&P 500 fell by -0.78% (-59.63 to 7,580.07). Nasdaq Composite tumbled -2.27% (-589.87 to 25,437.00) For the month of October 2026: (there’s a surprise) DJIA: +1.70% (+864.26 to 51,770.31). S&P 500: -0.39% (-71.47 to 7,580.07). Nasdaq: -5.30% (-1,424.06 to 25,437.00). Weekly Drivers / Catalysts. The 4 key catalysts of the week were : (1) Tech & AI Spending Pushback. Disappointing earnings reports and heavy AI-related capex from major tech firms (eg. $Alphabet(GOOG)$ and
      US market tested by Tech stocks' AI capex +...
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    • JC888JC888
      ·42 minutes ago
      Replying to @glintzi:Hi, thanks for reading my post and sharing your views.  Indeed, selective AI-related stocks have stage mini-recovery but partially wiped out the next day. Do you think the mid term election results will bolster US market sentiments ?//@glintzi:Near term it deepens rotation more than restores confidence. The real debate is whether AI capex starts showing operating leverage within the next few quarters, not just revenue growth.

      US market tested by Tech stocks' AI capex +...

      @JC888:
      For the week ending Fri, 30 Oct 2026, US market closed off October 2026 sharply lower as a heavy-tech sell-off dragged down all 3 major benchmarks. (see below) By the time 4pm came around, The Dow lost -1.05% (-550.14 to 51,770.3). The S&P 500 fell by -0.78% (-59.63 to 7,580.07). Nasdaq Composite tumbled -2.27% (-589.87 to 25,437.00) For the month of October 2026: (there’s a surprise) DJIA: +1.70% (+864.26 to 51,770.31). S&P 500: -0.39% (-71.47 to 7,580.07). Nasdaq: -5.30% (-1,424.06 to 25,437.00). Weekly Drivers / Catalysts. The 4 key catalysts of the week were : (1) Tech & AI Spending Pushback. Disappointing earnings reports and heavy AI-related capex from major tech firms (eg. $Alphabet(GOOG)$ and
      US market tested by Tech stocks' AI capex +...
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    • JC888JC888
      ·43 minutes ago
      Replying to @pete13:Hi, thank you for reading my post and sharing your views.  Do you think the come back will be soon, when US mid term elections results are out ?  I really hope so....//@pete13:Waiting for rhe come back :)

      US market tested by Tech stocks' AI capex +...

      @JC888:
      For the week ending Fri, 30 Oct 2026, US market closed off October 2026 sharply lower as a heavy-tech sell-off dragged down all 3 major benchmarks. (see below) By the time 4pm came around, The Dow lost -1.05% (-550.14 to 51,770.3). The S&P 500 fell by -0.78% (-59.63 to 7,580.07). Nasdaq Composite tumbled -2.27% (-589.87 to 25,437.00) For the month of October 2026: (there’s a surprise) DJIA: +1.70% (+864.26 to 51,770.31). S&P 500: -0.39% (-71.47 to 7,580.07). Nasdaq: -5.30% (-1,424.06 to 25,437.00). Weekly Drivers / Catalysts. The 4 key catalysts of the week were : (1) Tech & AI Spending Pushback. Disappointing earnings reports and heavy AI-related capex from major tech firms (eg. $Alphabet(GOOG)$ and
      US market tested by Tech stocks' AI capex +...
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    • JC888JC888
      ·44 minutes ago
      Replying to @TigermomB:Hi, thank you for reading my post. Glad you liked it. I have a new Pick post on SOFI for today.  Watch out for it also ok. Hope you will like it too. Tks.//@TigermomB:[Like] [Like] [Like]

      US market tested by Tech stocks' AI capex +...

      @JC888:
      For the week ending Fri, 30 Oct 2026, US market closed off October 2026 sharply lower as a heavy-tech sell-off dragged down all 3 major benchmarks. (see below) By the time 4pm came around, The Dow lost -1.05% (-550.14 to 51,770.3). The S&P 500 fell by -0.78% (-59.63 to 7,580.07). Nasdaq Composite tumbled -2.27% (-589.87 to 25,437.00) For the month of October 2026: (there’s a surprise) DJIA: +1.70% (+864.26 to 51,770.31). S&P 500: -0.39% (-71.47 to 7,580.07). Nasdaq: -5.30% (-1,424.06 to 25,437.00). Weekly Drivers / Catalysts. The 4 key catalysts of the week were : (1) Tech & AI Spending Pushback. Disappointing earnings reports and heavy AI-related capex from major tech firms (eg. $Alphabet(GOOG)$ and
      US market tested by Tech stocks' AI capex +...
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    • JC888JC888
      ·44 minutes ago
      Replying to @YTigger:Hi, thank you for reading my post and liking it.  Appreciate it very much.  I have a new Pick post out on SOFI for today. Watch out for it ok.  HOpe you like today's post too.  Thanks//@YTigger:[Like] [Like] [Like]

      US market tested by Tech stocks' AI capex +...

      @JC888:
      For the week ending Fri, 30 Oct 2026, US market closed off October 2026 sharply lower as a heavy-tech sell-off dragged down all 3 major benchmarks. (see below) By the time 4pm came around, The Dow lost -1.05% (-550.14 to 51,770.3). The S&P 500 fell by -0.78% (-59.63 to 7,580.07). Nasdaq Composite tumbled -2.27% (-589.87 to 25,437.00) For the month of October 2026: (there’s a surprise) DJIA: +1.70% (+864.26 to 51,770.31). S&P 500: -0.39% (-71.47 to 7,580.07). Nasdaq: -5.30% (-1,424.06 to 25,437.00). Weekly Drivers / Catalysts. The 4 key catalysts of the week were : (1) Tech & AI Spending Pushback. Disappointing earnings reports and heavy AI-related capex from major tech firms (eg. $Alphabet(GOOG)$ and
      US market tested by Tech stocks' AI capex +...
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    • JC888JC888
      ·48 minutes ago
      On Tue, 03 Nov 2026 - SOFI closed up by +1.02%, finishing at $16.77 per share.  Gains were driven by positive market sentiment after Truist Financial raised its price target on the stock following SOFI's strong Q3 earnings report and record-breaking customer additions. Will the rally lasts ?  I think it will take a while as with most other stocks nowadays, up one moment down the next.  Important is that overall trend is upwards tracing... Agree ?

      SOFI's $32 peak : Rally or Pipe Dream ?

      @JC888:
      Earnings & Diversification Thesis On Tue, 27 Oct 2026, $SoFi Technologies Inc.(SOFI)$ announced its Q3 2026 earnings. It was a solid set of numbers. Coupled with management’s upwards revision of the bank’s 2026 outlook, sent the stock higher. Since earnings release, SOFI has climbed about +14.79%. (see below) Given the recent run over AI-related stocks, US market (in particular Nasdaq) has been rather volatile - affecting SOFI’s rally in the process. However, SOFI remains poised for a big move as the fintech is well positioned to diversify revenue and deliver profitable growth. Q3 2026 Earnings Report Card. Financial Highlights Net Revenue (GAAP) was $1.4 billion; this is up +44% YoY. Net Revenue (adjusted) came in at $1.37 billion vs Wall Str
      SOFI's $32 peak : Rally or Pipe Dream ?
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    • JC888JC888
      ·11:57
      Hi, My Pick post for today. Hope you like it. Help to Like & Repost pls  - its important to me & it enables more people to read the post. Thanks v much..

      SOFI's $32 peak : Rally or Pipe Dream ?

      @JC888:
      Earnings & Diversification Thesis On Tue, 27 Oct 2026, $SoFi Technologies Inc.(SOFI)$ announced its Q3 2026 earnings. It was a solid set of numbers. Coupled with management’s upwards revision of the bank’s 2026 outlook, sent the stock higher. Since earnings release, SOFI has climbed about +14.79%. (see below) Given the recent run over AI-related stocks, US market (in particular Nasdaq) has been rather volatile - affecting SOFI’s rally in the process. However, SOFI remains poised for a big move as the fintech is well positioned to diversify revenue and deliver profitable growth. Q3 2026 Earnings Report Card. Financial Highlights Net Revenue (GAAP) was $1.4 billion; this is up +44% YoY. Net Revenue (adjusted) came in at $1.37 billion vs Wall Str
      SOFI's $32 peak : Rally or Pipe Dream ?
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    • JC888JC888
      ·11:02

      SOFI's $32 peak : Rally or Pipe Dream ?

      Earnings & Diversification Thesis On Tue, 27 Oct 2026, $SoFi Technologies Inc.(SOFI)$ announced its Q3 2026 earnings. It was a solid set of numbers. Coupled with management’s upwards revision of the bank’s 2026 outlook, sent the stock higher. Since earnings release, SOFI has climbed about +14.79%. (see below) Given the recent run over AI-related stocks, US market (in particular Nasdaq) has been rather volatile - affecting SOFI’s rally in the process. However, SOFI remains poised for a big move as the fintech is well positioned to diversify revenue and deliver profitable growth. Q3 2026 Earnings Report Card. Financial Highlights Net Revenue (GAAP) was $1.4 billion; this is up +44% YoY. Net Revenue (adjusted) came in at $1.37 billion vs Wall Str
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      SOFI's $32 peak : Rally or Pipe Dream ?
       
       
       
       

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