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Reply "BTC" and keep an eye on your DMs.

12 big events. 5 trading days.

That's the week Wall Street walks into. And the Nasdaq is already 7.8% below its October 6 record.

Apple, Palantir, AMD and Super Micro all report. America votes on Tuesday.

🏭 MONDAY: October ISM Manufacturing PMI.

🍎 MONDAY: Apple $AAPL and fter the close. Wall Street expects $113.4 billion in revenue from Apple.

🗳️ TUESDAY: US midterm elections. Democrats are widely predicted to win the House. The Senate is more in doubt.

📋 TUESDAY: September JOLTS job openings.

💻 TUESDAY: $AMD and Super Micro (SMCI) report. AMD fell 10.9% last Friday.

👷 WEDNESDAY: October ADP jobs number.

🛎️ WEDNESDAY: October ISM Non-Manufacturing PMI.

📝 THURSDAY: US jobless claims and productivity.

💼 FRIDAY: October jobs report. Forecasts sit at just 55,000 to 63,000 new jobs.

🛒 FRIDAY: November Michigan inflation expectations and consumer sentiment.

🏢 ALL WEEK: About 20% of S&P 500 companies report, including Qualcomm, McDonald's and Uber.

🏛️ ALL WEEK: 5 Fed speaker events.

Put it together.

Alphabet fell more than 12% last Thursday. Intel fell 28.6% last Friday. Chris Galipeau of the Franklin Templeton Institute says: "The earnings bar is very high... And if you miss or don't jump over that bar, you're in trouble."

AI fears. A vote for control of Congress. A jobs forecast as low as 55,000.

12 events in 5 days. Buckle up for a huge week.

Follow me for more, and share this so your friends can understand too.

🚨 PROTESTS HIT 12 NATO COUNTRIES IN 3 WEEKS. HERE'S WHAT HAPPENED TO EACH:

🇩🇪 Germany — looting and rioting spread to Frankfurt last night for the FIRST time. Petrol bombs at police, a GUN STORE looted. Organisers say 120,000 marched against cuts, military spending and — 320,000 marched yesterday, the 3rd straight weekend. 70,000 police out, tear gas in Lyon and Toulouse. THOUSANDS of shops damaged or looted in recent weeks
🇮🇹 Italy — tens of thousands out in Friday's general strike against living costs and MILITARY SPENDING. Clashes near the Colosseum
🇵🇱 Poland — top court chief SUSPENDED for a month. Riot police at the court in Warsaw, several hundred protesters, clashes. President Nawrocki turned his plane back: "forcible takeover"
🇬🇧 UK — every department told to cut 1% of capital budgets to fill a £4.7 billion DEFENCE hole, after 1% cuts earlier this year. Gen Z protested in London on Oct 25 over rent, tuition and jobs
🇪🇸 Spain — Barcelona riots on Oct 24: 132 arrested, 83 of them MINORS. 30+ fires, 14 stores vandalised or looted
🇦🇱 Albania — Molotovs at police in Tirana yesterday, protesters demand PM Rama RESIGN. At least 295 injured, 186 of them police
🇬🇷 Greece — seafarers struck at Piraeus on Friday, as dockworkers at 113 ports in 22 countries struck against ARMS shipments: "We will not work for their wars"
🇵🇹 Portugal — police baton-charged a Lisbon housing protest camp today. House prices MORE THAN DOUBLED since 2017
🇧🇪 Belgium — nearly 200 ARRESTS after protests in Brussels and Liege over education reforms and budget cuts
🇳🇱 Netherlands — riot police in The Hague yesterday, at least 10 arrested, shops BOARDED UP
🇨🇿 Czechia — several thousand in Prague against a plan to replace public media licence fees

Outside NATO:
🇷🇸 Serbia — Vucic conceded defeat on Oct 25 to a student-led movement
🇨🇭 Switzerland — national strike called for Nov 20: "Fight for our future, not their wars!"
🇦🇹 Austria — Vienna university demo against cuts of around 10% in real terms
🇮🇪 Ireland — Cork student housing protests

12 countries, different sparks: a top court, housing, a prime minister. Not every protest is about NATO.

But the NATO target is 5% of GDP by 2035.
Britain is already cutting every department for defence, with more cuts hinted.
Germany and Italy marched against military spending.

They signed up for the weapons. Their people got the bill.

Follow me for more.

THE PAST 7 DAYS OF THE IRAN WAR, RIGHT BEFORE THE MIDTERMS, RAISED THE STAKES. HERE IS WHAT HAPPENED.

On Friday, Trump went on the record with reporters.

He said: "We have time, frankly. It's a war, but it is not a typical war."

THAT SAME WEEK:

BREAKING: A US official told be more inclined to order a MAJOR military operation against Iran if Republicans lose badly in Tuesday's midterms, because he will be "embarrassed".

The official's words: "If he feels embarrassed or disenfranchised he will do something bold."

"That's what everyone is telling the Iranians."

"Their best shot to get a deal is right now."

Netanyahu is currently lobbying Trump to launch a JOINT operation immediately after the election, a senior US official says.

A White House official said the election results won't be a factor.

But the WSJ reports the US ALREADY told several Gulf Arab states to prepare for a possible short, intense campaign after the midterms.

It says Trump has not made a final decision but is leaning toward a large-scale attack after the elections.

An additional carrier strike group and Marine expeditionary unit are poised to join roughly 20 warships in the Middle East in November.

Meanwhile, the talks are still going:

Qatari mediators spent more than 12 hours in talks in Tehran on Friday. A source: "There was positive progress."

But the Trump administration insists on nuclear concessions, and Iran says the US must FIRST lift its naval blockade.

Trump says "We have time." A US official says Iran's best shot is "right now."

Follow me to understand what happens next.

The US warned Russia of a terror attack in Moscow. Russia shut down a palace.

The US Embassy went public and named the site: "a credible threat of a mass casualty event" at the Tsaritsyno Museum Reserve.

One palace.
One street address.
One day.

Then the FSB told TASS it got e US: a terror attack being prepared in Moscow.

"We are taking appropriate action."

Russian news agency RIA says the museum and park are temporarily closed and access is restricted.

TASS says the reason is "operational measures."

Guards told a reporter it was "technical reasons."

Now look at March 2024.

The same embassy warned of plans to hit large gatherings in Moscow, concerts included.

Putin said Western warnings "resemble outright blackmail."

3 days later, 15 days after the alert, gunmen attacked the Crocus City Hall concert venue.

145 DEAD.

This time the FSB says it is acting on the warning.

Baza, a Russian Telegram channel close to the security services, says the site stays closed for at least 2 days.

The day in the alert is now over in Moscow. No attack has been reported so far. No suspect has been named.

Share this. Everyone should know about it.

I said that on Halloween, I'd give away $20,000 in Bitcoin to 15 people.

Well, it's Halloween. 🎃

As promised, I'm giving away $20,000 in $BTC to 15 lucky winners today.

To enter:
✅ Like
✅ Retweet
✅ Comment "BTC" 🔔

Entries close in 24 hours. Good luck!

THE LAST 24 HOURS OF POLAND'S HIGH COURT CHANGED EVERYTHING. HERE IS THE TIMELINE.

This is not what you're being told.

A few hours ago, PM Donald Tusk stood by the action against the court.

He said: "Restoring the rule of law is our duty." Then: "There is no other way."

THAT of Polish patriots kept arriving outside the high court of Poland to STOP what they call the Tusk-EU COUP.

The court's president had been suspended for 1 month, on the order of one judge.

The court's X account announced a "coup d'etat" and said he REMAINS in office.

The court released a message claiming its website was illegally taken over.

Police denied being inside the building. But they came onto its grounds.

This court will never be the same.

3 people have ALREADY been detained after the fence was breached.

Police then warned they may use force — the crowd shouted "ZOMO", Poland's communist-era riot police.

President Nawrocki turned his plane AROUND on the way to Senegal and walked into the court, with pushing at the door.

He had refused to swear in 3 of the 6 judges parliament nominated.

Here's what nobody is telling you:

Tusk's pro-EU government spent weeks trying to force out judges of a court that often put Polish law over EU law.

Thousands responded by becoming the front line. Their side says the REAL Europe is behind them.

That's not the rule of law to them. That's a coup.

Follow me for more.

⚠️🚨 THIS IS NOT A DRILL 🚨⚠️

The U.S. State Department has officially declared an ORDERED DEPARTURE from Saudi Arabia: non-emergency government employees and their family members must LEAVE over safety risks, effective October 23.

A formal U.S. Mission security alert has been issile and drone attacks on airports -- today it says U.S. government staff still working there need special authorization from the Chief of Mission to use "any airport in Saudi Arabia."

What this means:

▪️ This is not routine travel advice. This is a COUNTRYWIDE AIRPORT WARNING.
▪️ Every American across Riyadh, Jeddah, Dammam, and Abha now has an official warning: possible attacks on airports, airspace closures, flight cancellations, travel disruptions
▪️ Riyadh. Abha. Dammam. All struck under one Iran-backed Houthi campaign on civilian airports and other critical infrastructure: civilian casualties, severe travel disruptions, 19 killed and 364 wounded at five airports (coalition count).
▪️ The document calls on the ENTIRE American community in Saudi Arabia to take "extreme caution" at airports and check every departure with the airline and the airport

This changes everything.

A travel warning can be ignored.
An order to leave cannot.

Last night, 8 explosions were heard in Riyadh as two ballistic missiles fired at the city were destroyed. The alert says the Saudi-Houthi hostilities could "escalate rapidly beyond that immediate area." If you're not paying attention - start now.

4,071 of 4,736 scheduled flights at Riyadh's airport were cancelled between October 8 and 25.
Forward this to anyone flying through Saudi Arabia, before they leave for the airport.

"We see the PC slowdown continuing at least through the first half of next year."

That's Intel's finance chief. In yesterday's earnings release.

Now $INTC is down 27% on the day, on track for its BIGGEST daily loss since 1974.

Pre-market hit almost 30% down. A complete iper Sandler, Jefferies, and KeyBanc are racing to cut their price targets.

BEFORE the report: Intel was up about 150% this year, with a record high on June 30.

NOW: the stock is down 53% from that high. About $400 billion of market cap, GONE.

NEXT: Intel sees Q4 sales of $15 billion to $16 billion. Wall Street wanted $17.1 billion.

Now zoom out.

Q3 sales grew 21% from a year ago. Data center and AI sales jumped 78%. It didn't matter.

Sales from its PC chip unit fell 5%. An explosion at its Israel chip plant will cost about $600 million in sales over two quarters.

The last time Intel fell this hard was July 1974. A 31% drop, with Nixon still in the White House.

Today's close decides if this drop tops 1974's 31%.
Send this to a friend still holding $INTC after that 150% run, and follow to see how it closes.

Been seeing a lot of people struggling lately… and I get it.

I’m doing a small giveaway — $200 to 10 people. No big reason other than spreading some good energy.

Reply with a 🤍 and I’ll pick randomly.

🚨 WALL STREET RANKED 18 TECH GIANTS BY PROFIT GROWTH OVER THE NEXT 4 YEARS. HERE'S WHAT IT EXPECTS FROM EACH:

🇺🇸 SpaceX $SPCX — +7,923%, profit 80 TIMES bigger (the LARGEST on the entire list, more than 15 TIMES the No. 2)
🇺🇸 Marvell $MRVL — +508%, profit more than SIX times just 7 points behind Marvell
🇬🇧 Arm — +335%
🇺🇸 Palantir — +334%, ONE point behind Arm
🇺🇸 Broadcom — +306%, profit QUADRUPLES
🇨🇦 Celestica — +285%
🇺🇸 Oracle — +193%, profit nearly TRIPLES
🇺🇸 Nvidia — +168%, only 9th of 18
🇺🇸 Vertiv — +112%
🇺🇸 Arista — +112%, TIED with Vertiv
🇹🇼 TSMC — +110%
🇺🇸 Microsoft — +101%, profit DOUBLES
🇳🇱 ASML — +91%
🇺🇸 Dell — +83%
🇺🇸 Meta — +75%
🇺🇸 Amazon — +36%
🇺🇸 Alphabet $GOOGL — +30%, DEAD LAST; the stock fell nearly 13% on Thursday, its worst day ever, about $500 billion gone (CNBC)

Based on average analyst estimates of net income growth, current fiscal year included (Bloomberg).

Meta, Amazon and Alphabet, the old kings of tech, sit in the last 3.
The No. 1 only went public in June.

Tesla isn't on this list at all.
Musk runs the No. 1, and his word on Tesla is already in: "will be very high too".

Major issues at Binance...

Rumors flying everywhere.

Get your funds off all exchanges, immediately.

If they let you.

🚨 BREAKING: now Australians are being told to stock up too..

2 days ago this list had 5 countries.. now it has 6..

🇦🇺 Australia — the Red Cross wants ALL Australians ready for emergencies.. tinned food and bottled water at home..
🇯🇵 Japan — food, water and toilet supplies for you can..
🇬🇧 UK — 3 days of water, canned food, cash and a radio.. the radios sold out..
🇺🇸 US — the Pentagon wants its home bases to last 90 days with no outside supply..
🇩🇪 Germany — every 18-year-old man gets a military service form..
🇳🇴 Norway — "3 things you must do to prepare for crisis and war"..

holy shit.. 6 countries.. 1 week.. the same 2 words..

stock up..

this doesn't feel like a coincidence anymore..

what do they know that we don't? is this bigger than covid?

I said open this list again on November 2.. it's not even November yet..

follow me.. the next country that says "stock up" goes on this list the same hour..

x.com/TGLetter/statu…

everyone saw the red screen.. nobody did the math..

because most people are only thinking about one absolute bloodbath day in China's stock market..

¥1.1 trillion was wiped out from Chinese stocks today as China's AI bubble bursts.. nearly 4,700 stocks fell at one point..
hina loses something specific..

INDEX → TODAY → 30 DAYS → FROM ATH (2007)
🇨🇳 Shanghai → -0.82% → -4.67% → -40%
🇨🇳 Shenzhen → -2.92% → -13.67% → -43%

ChiNext loses 4.45% by today's close..

STAR 50 loses 40% from its peak in under 4 months, about $480 billion gone..

CSI 300 loses more than 20% from its June peak, a bear market since October 22..

now the part they left off the screen..

every one of those indexes is on that scorecard for one reason.. AI stocks are 42% of China's market value and 57% of all trading, per Goldman Sachs..

the combined value lost across mainland stocks since May is about $2.4 trillion..

that's not a correction.. that's a $2.4 trillion bill dressed up as an AI boom..

if the selloff stops here.. the bear market story changes overnight..

if it doesn't.. some of the most hyped AI stocks in the world keep paying for a boom that already burst..

and markets will price that answer in real time.

the STAR 50 still trades near 100 times earnings, down from nearly 250 at its peak, while the Nasdaq 100 sits near 30..

bookmark this.. after tomorrow's close, check every row of that scorecard against today's ¥1.1 trillion..

🚨 GOVERNMENT AFTER GOVERNMENT IS SAYING THE SAME THING: STOCK UP AT HOME. HERE ARE THE 8 THINGS YOU NEED.

🇬🇧 UK — "Be Ready" a week ago: 3 DAYS of water and food. Beans, water and radios SOLD OUT
🇯🇵 Japan — nationwide request on November 2: 3 days minimum, 1 WEEK if possible
🇺🇸 XmHEKw: food and water "to last for several days". The Pentagon wants major bases ready to run 90 DAYS off-grid
🇫🇷 France — 72 HOURS
🇩🇪 Germany — up to 10 DAYS
🇸🇪 🇳🇴 🇨🇭 Sweden, Norway, Switzerland — 1 WEEK
🇪🇺 EU — 72 HOURS, all 27 members

At least 23 countries plus the EU now say it.

They all say STOCK UP. Here is WHAT to stock:

1️⃣ WATER
About 4 litres per person, per day. A family of 4 for one week = 112 LITRES.

2️⃣ FOOD YOU DON'T HAVE TO COOK
Cans, nuts, crackers, baby food if you need it. And a MANUAL can opener.

3️⃣ KEEP THE FRIDGE SHUT
Fridge stays cold about 4 HOURS. Full freezer about 48 HOURS. Warm perishables go in the bin.

4️⃣ LIGHT + RADIO
Torches, spare batteries, a charged power bank, a battery or hand-crank radio. No internet? The radio still works.

5️⃣ WARMTH, SAFELY
Blankets and warm clothes. NEVER use a barbecue, generator or camping stove indoors. Carbon monoxide kills and you can't smell it.

6️⃣ MEDS + HYGIENE
Your usual medicine, a first-aid kit, soap, toilet paper, strong bin bags, spare glasses.

7️⃣ CASH + PAPER
No power can mean no ATMs and no card payments. Keep cash, copies of key documents and family numbers on PAPER.

8️⃣ THE FIRST HOURS
Check official alerts. Save your phone battery. Check on family and neighbours. Danger right now? Call 112 / 911 / 999.

None of this is a generator. All of it fits in one cupboard.

Save this list. Send it to the one person in your family who never plans ahead.

🚨BREAKING: ALPHABET $GOOGL FALLS OVER 8% AFTER WEAKER THAN EXPECTED EARNINGS.

Earnings per share, revenue, operating income, and Search revenue ALL came in under Wall Street's estimates.

BEFORE THE REPORT: Wall Street wanted $3.02 a share, $128.22B in revenue and $64.96B from d at $324.89.

NOW: $2.12 a share. $127.58B in revenue. $63.35B from Search. The stock is under $300 after hours.

NEXT: Alphabet guided $195B to $205B of capex for 2026, more than double the $91B of 2025. Q4 is the last piece of that bill.

Here's the catch.

Google Cloud DOUBLED: $30.7B in revenue, up 103%, above the $28.7B estimate. The Gemini app has 1 billion users.

But spending more than doubled too: $51.36B of capex in ONE quarter, more than the $42.29B of cash the business brought in.

Free cash flow: -$9.07B. Analysts expected -$2.70B.

And its stakes in other companies flipped from a $99.03B gain in Q2 to an $8.66B loss.

After the 8% drop, the stock sits about 27% under its $408.61 record from May. After Q2, it fell 7.1%.

Follow me. When Alphabet reports Q4, I'll show you if Cloud finally outruns a $51.36B-a-quarter spending bill.

1997: one Fed hike. The S&P 500 gained 34% the year after.
2015: one Fed hike. The S&P 500 gained 9% the year after.
Next: Goldman Sachs expects just ONE more hike. Markets are pricing THREE.

Goldman strategist Vickie Chang says that could make this one of the smallest Fed hiking c's what's happening:

🏦 Goldman: one more hike, then this cycle could be done.

📊 Markets: still betting on three more hikes.

📉 1997 and 2015: stocks fell at first both times. In 1997 they "rallied strongly."

🔥 1999: the Fed hiked 1.75 points in total, and the S&P 500 still rose about 9% from June 1999 to May 2000.

⏸️ Today: the Fed HELD rates at 3.75% to 4%, weeks after its first hike in more than three years.

Read that list again.

Fed hikes push up what you pay on credit cards and many other loans.

And now one of Wall Street's biggest banks says the hikes could be almost over. $SPY

Next Fed meeting: December 9. Traders give 87.6% odds that rates are higher after it.

Save this. If December 9 brings the last hike, come back a year later and check the S&P 500 against 1997's 34%.

🚨 RIPPLE JUST MADE 5 MOVES IN 48 HOURS.

And nobody is connecting the dots.

MOVE 1: Ripple won FINAL approval from the US OCC for Ripple National Trust Bank.
It is now cleared to manage the reserves behind $RLUSD, a stablecoin worth over $2.4 billion.
Same regulator as s.

MOVE 2: Ripple expanded its BNY collaboration across custody and tokenized trade finance.
America's oldest bank now supports $XRP and RLUSD custody.
Ripple's president: "We're moving past the initial issuance of assets onchain."
Custody was step one. USING them at BNY's institutional scale is step two.

MOVE 3: Trade finance is coming to the XRP Ledger.
Ripple and BNY are exploring it with C2FO invoices.
Suppliers can wait 30, 60 or 90 days to get paid.
The plan: early payment in RLUSD lands in SECONDS, not days.

MOVE 4: Ripple and $HOOD announced a strategic partnership to expand stablecoin adoption.
RLUSD: live on Robinhood Chain and Bitstamp today. Expected in the app later this year.
Robinhood: 28.6 MILLION funded customers.

MOVE 5: Robinhood will use RLUSD on the XRP Ledger for institutional settlement.
Its own cash, liquidity and payments will plug into Ripple Treasury.
Ripple is moving INSIDE Robinhood's back office.

Connect the dots:

Trust charter = ENTRY into US federal banking
BNY custody = DOOR to Wall Street
C2FO invoices = REWIRE of trade finance
Robinhood deal = RETAIL reach for RLUSD
XRPL settlement = REAL work for the ledger

This isn't one deal.
This is a NETWORK.

Bank by bank.
App by app.
Invoice by invoice.

RLUSD is over $2.4 BILLION, and BNY's direct minting hasn't even launched.
Neither has RLUSD in the Robinhood app. Two more doors are still CLOSED.

🚨 5 countries. 6 warnings. 1 week..

🇯🇵 Japan — on November 2, the day its new Disaster Management Agency opens, the government asks ALL citizens to store food, water and toilet supplies for at least 3 days.. a full week if they can.. the reason is big earthquakes..

🇬🇧 UK — the tells families to keep 3 days of water, canned food, cash and a radio.. the radios are now SOLD OUT..

🇺🇸 US — the Pentagon wants its bases on US soil to run at least 90 days with no outside supply.. their own power, water, fuel and comms.. the plan is called FORTRESS.. its spokesman says "Power is combat now"..

🇬🇧 UK again — the head of the British Army, General Sir Roly Walker, stood in front of his soldiers at Catterick and told them "our nation is going to need you"..

🇩🇪 Germany — every 18-year-old man gets a military service questionnaire.. skip it and the fine is up to €250.. the first fines have started..

🇳🇴 Norway — a government press release, titled in plain words.. "3 things you must do to prepare for crisis and war".. and this is its Self-Preparedness Week..

and here's the part that should worry you..

one by one, each of these looks like normal news.. put them in one list and it feels very different..

all of it while the US and Iran are still on edge..

and the one that asks a whole country to stock up hasn't even started yet..

Follow me.. on November 2, open it again and see if the list got longer..

🚨BREAKING: AIRLINES ARE BRACING FOR YEARS OF PAIN, AND ONE AIRLINE CEO TOLD THE FT "ALL OF THIS INFLATION IS GOING TO MAKE PEOPLE POOR."

TAP Air Portugal, ITA Airways, Latam, and Avianca owner Abra are all warning about the fallout.

Here's what's happening:

→ FUEL SHOCK: $206 a barrel, the highest since the Iran war began and 96% above its pre-war price.

→ FARES ALREADY UP: Airfares are 20% to 30% higher than a year ago, and bosses call costly fuel the "new normal."

→ FUEL DEALS ENDING: The fuel hedges that shielded airlines this year are ending, so most airlines plan to raise fares even further.

→ DEMAND AT RISK: Airlines fear inflation will squeeze budgets and chip away at demand.

→ SMALLER INDUSTRY: Airlines expect to CUT fleets and trim growth plans, and TAP's CEO says "I think we are in for a tough three to five years."

Think about this.

We've kept flying all year, even after Delta $DAL raised prices by an average of 20%.

And now an airline CEO warns: "At some point there is going to be demand destruction."

ITA Airways bought about 80% of its fuel before the Iran crisis. No new hedges since.

Follow me. I'm tracking the fare hikes that land when that pre-war fuel runs out.