To The Moon

$Intel(INTC)$   Market Recap For Intel (INTC) Intel closed at $59.97 on November 3, 2026, down -8.80%, after an intraday range of $59.40 to $65.72. The stock now sits roughly 58% below its 52-week high of $142.35 and just above its 52-week low of $32.89. The sharp decline follows disappointing Q4 guidance that triggered one of the worst selloffs in the company's history, with market capitalization shrinking toward $318 billion. 🚀 Key Drivers Disappointing Guidance: Q4 revenue guidance of $15.0–$16.0 billion and adjusted EPS of $0.25 came in well below consensus, fueling a violent post-earnings repricing. PC Segment Weakness: PC chip sales, roughly half of Q3 revenue, are projected to decline more than 20% sequen

$Lumen Technologies(LUMN)$   $Microsoft(MSFT)$   Microsoft and Lumen Technologies are expanding their co-selling collaboration to offer Lumen's suite of cloud-networking and application-connectivity capabilities to Microsoft's Azure. The move expands how customers can access and use Lumen capabilities through Microsoft's cloud and artificial-intelligence ecosystem, the companies said Monday. With the offering, Azure customers will get access to Lumen's network and on-demand control capabilities for the simplified connectivity and resilient network foundation needed to power AI workloads, the companies said.

$Microsoft(MSFT)$   $Alphabet(GOOG)$   Microsoft and Google just gave us two radically different versions of the AI boom. Microsoft: Revenue $92.3B Azure +48% Operating cash flow $58B Free cash flow $18.6B Capex $45.2B Google: Revenue $127.6B Cloud +103% Operating cash flow $42.3B Free cash flow -$9.1B Capex $51.4B At first glance, Microsoft wins. It is growing AI AND producing cash. Google is growing faster but burning cash. But I think there is a much more important question hiding underneath these numbers. WHO CAN FINANCE THE AI WAR FROM ITS OWN AI SUCCESS? That may become the next great dividing line in AI investing. 🔥 AI HAS ENTE

We have seen AI stocks fall this hard twice before, and each time the reason was different. In January 2025 the worry was demand. China’s DeepSeek showed it could build a capable AI model for a fraction of the usual cost, and investors wondered whether the world needed so many expensive chips. Nvidia fell 17% in a single day. In June and July this year, the worry was a glut of chips, made much worse by forced selling due to overleveraging.This time, bond prices went up instead. That points to a flight to safety. Investors are selling risky assets and piling into government bonds, and the extra demand pushes bond prices up. Their worry is that some of the money lent to AI companies could go bad. And if it does, who is going to fund the AI build-out? The credit market is saying the same thin

$Intel(INTC)$   Market Recap For Intel (INTC) Intel closed at $59.97 on November 3, 2026, down -8.80%, after an intraday range of $59.40 to $65.72. The stock now sits roughly 58% below its 52-week high of $142.35 and just above its 52-week low of $32.89. The sharp decline follows disappointing Q4 guidance that triggered one of the worst selloffs in the company's history, with market capitalization shrinking toward $318 billion. 🚀 Key Drivers Disappointing Guidance: Q4 revenue guidance of $15.0–$16.0 billion and adjusted EPS of $0.25 came in well below consensus, fueling a violent post-earnings repricing. PC Segment Weakness: PC chip sales, roughly half of Q3 revenue, are projected to decline more than 20% sequen

$Lumen Technologies(LUMN)$   $Microsoft(MSFT)$   Microsoft and Lumen Technologies are expanding their co-selling collaboration to offer Lumen's suite of cloud-networking and application-connectivity capabilities to Microsoft's Azure. The move expands how customers can access and use Lumen capabilities through Microsoft's cloud and artificial-intelligence ecosystem, the companies said Monday. With the offering, Azure customers will get access to Lumen's network and on-demand control capabilities for the simplified connectivity and resilient network foundation needed to power AI workloads, the companies said.

$Microsoft(MSFT)$   $Alphabet(GOOG)$   Microsoft and Google just gave us two radically different versions of the AI boom. Microsoft: Revenue $92.3B Azure +48% Operating cash flow $58B Free cash flow $18.6B Capex $45.2B Google: Revenue $127.6B Cloud +103% Operating cash flow $42.3B Free cash flow -$9.1B Capex $51.4B At first glance, Microsoft wins. It is growing AI AND producing cash. Google is growing faster but burning cash. But I think there is a much more important question hiding underneath these numbers. WHO CAN FINANCE THE AI WAR FROM ITS OWN AI SUCCESS? That may become the next great dividing line in AI investing. 🔥 AI HAS ENTE

We have seen AI stocks fall this hard twice before, and each time the reason was different. In January 2025 the worry was demand. China’s DeepSeek showed it could build a capable AI model for a fraction of the usual cost, and investors wondered whether the world needed so many expensive chips. Nvidia fell 17% in a single day. In June and July this year, the worry was a glut of chips, made much worse by forced selling due to overleveraging.This time, bond prices went up instead. That points to a flight to safety. Investors are selling risky assets and piling into government bonds, and the extra demand pushes bond prices up. Their worry is that some of the money lent to AI companies could go bad. And if it does, who is going to fund the AI build-out? The credit market is saying the same thin