To The Moon

$T-Mobile US(TMUS)$ got beat up over the last few months dropping all the way from $224 down to a $143.75 52-week low earlier this week on overblown SpaceX spectrum fears and sector rotation. Then they dropped Q3 earnings Wednesday night ($3.22 EPS vs. $2.86 est. on $23.58B rev), raised the floor on their full-year free cash flow guide, caught a Scotiabank upgrade on Friday morning, and ripped +6.21% to $156.44 ($157.00 AH) on 11.5M shares (more than double average volume). The cash generation here is absurd: they generated $5.07 billion in free cash flow in Q3 alone, added 274k postpaid accounts, and returned $3.5 billion to shareholders in 90 days ($2.4B in buybacks + $1.1B in dividends). At $156, you're buying the #1 5G operator at 15.1x earn

If you just glanced at the headline numbers for Tyler Technologies ( $Tyler(TYL)$ ), you might have wondered why the stock jumped +5.45% to $394.30 on Friday when revenue ($647.6M) came in a hair under the $651.5M consensus. When you look under the hood, you see why institutions piled in on 1.5x normal volume (1.32M shares): Local governments are migrating from on-premise software to the cloud faster than expected—pushing SaaS revenue up 21.2% YoY and recurring revenue to 87.8% of the entire business. Operating margins expanded 150 bps to 28.1% (beating on EPS at $3.52), and free cash flow hit an all-time quarterly record of $277 million. Management backed up the truck on their own stock spending $379 million to buy back 1.15M shares in Q3 alone, w

If anyone thought big-cap biotech was dead, look at what $Regeneron Pharmaceuticals(REGN)$ just did on Friday. They dropped Q3 numbers before the bell and completely blew the doors off: $20.07 EPS vs. $16.48 expected (+70% YoY!) on $5.12 billion in revenue (+36% YoY, beating by almost half a billion dollars). Three things in this report made institutions chase it up +13.3% to $927.89 (tagging a new 52-week high of $935.35): The Eylea HD transition is working: Bears have been worried about standard Eylea losing share, but Eylea HD US sales jumped 62% YoY to $699M, while Dupixent hit a record $6.5B globally (+35%) and Libtayo surged 51%. A $1 Billion Q4 check from Sanofi: They expanded their immunology deal with Sanofi and are getting a $1.0B upfro

After beating Q3 earnings last week (₩640B operating profit, 43% margin!) and raising full-year revenue growth guidance to +20%, Samsung Biologics spent a few days resting around ₩1.36M. On Friday, the brakes came off. It dipped to ₩1,350,000 right after the open, and then institutions bought it non-stop until the closing bell finishing up +8.86% at ₩1,487,000 on double normal volume. Closing on the exact high tick of the day and clearing the old post-earnings high (₩1,466,000) is about as bullish as a large-cap chart gets.

$Acrobiosystems Co.,Ltd.(301080)$ reclaimed the ¥100 level on big volume Friday — wild 15% intraday swing Friday’s price action on ACROBiosystems (301080.SZ) was wild. It flushed down to ¥92.00 in the first 25 minutes of trading, and then institutional buyers just vacuumed up everything in sight—sending it all the way to ¥113.17 (+15% off the morning low!) before closing up +5.18% at ¥103.50 on 1.5x normal volume. Getting back above the psychological ¥100 mark and holding it into the weekend is huge for sentiment here.

Impressive strength on Jiangsu Sidike (300806.SZ) Friday up +4.35% while the rest of Shenzhen dumped When the Shenzhen index is down nearly 3% on a Friday and a stock still finishes up +4.35% on heavy volume (42M shares), you have to put it on your watchlist. Sidike (300806.SZ) reported solid Q3 numbers earlier in the week (¥890M revenue, +5.6% YoY, ¥20.9M profit). It dipped to ¥38.10 at the open on Friday, shook out the weak hands, and then ripped nearly 11% intraday up to ¥45.00 before settling at ¥42.42. Classic relative strength.

$Shanghai Fullhan Microelectronics Co.,Ltd.(300613)$ tried to break out to ¥72.80 Friday before the Shenzhen index dragged it back cheap AI vision play at 19x P/E Most Chinese chip stocks trade at crazy 50x–100x multiples, which is why Fullhan Micro (300613.SZ) stands out to me right now at just 18.9x P/E (¥68.20). They make ISP and AI vision chips for cameras, smart devices, and cars. On Friday morning, the stock actually ripped over 5% to ¥72.80, looking ready for a big breakout. Then the broader Shenzhen index dumped 2.7% in the afternoon and dragged Fullhan back down to ¥68.20. The morning buyers showed their hand, though—there's real demand here as long as the broader market stops bleeding.

Let's look at the tape 📊. You want the cheapest entry point into the AI factory trade? Stop chasing those 35x–45x P/E names and look at $Flex Ltd(FLEX)$ . It just broke out +11.61% to $93.03, closing in the top 93% of its daily range on 12.9M shares 🚀. Why? They smashed Q2 estimates ($1.18 EPS vs. $1.05 est., $8.49B revenue) and hiked FY27 revenue guidance by $950M to $34.9B–$35.9B 📈. Here is the lesson: The real value is under the hood. Flex's Cloud and Power Infrastructure (CPI) revenue surged +54% YoY to $2.5B at a 10.7% margin. This was boosted by the new EPC Power acquisition (97% efficient digital rectifiers) and prefabricated AI factory modules . Now, pay attention to the catalyst. In Q1 Calendar 2027, Flex is spinning off CPI into a

Is JetBlue’s +19% Rebound a Sustainable Turnaround or a Dead-Cat Short Squeeze? Tactical high-beta short squeeze—after plunging nearly 10% on Monday (Oct 26) to $2.37 on 62M shares following reports that senior creditors hired restructuring advisers, $JetBlue Airways(JBLU)$ ripped +18.99% on Tuesday to $2.82 ($1.06B market cap) as management outlined liquidity options and a path to $1.00+ EPS by 2028.

$SK hynix(SKHY)$ Shatters Records With >₩100T Revenue & 80% Operating Margin (₩83.33T OP): "Peak Memory" Thesis Officially Dead