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WOLF WEEKLY CALENDAR 📅
Earnings Season Is Back!
Are you an Investor, Trader, or Stock Market Enthusiast? Our daily X Spaces and Live Streams cover all things Stock Market: News, Earnings, Market Themes, Trading, Macro, IPOs, and more!
Highlights Include:
- Daily Power-Hour esting Themes with @stocktalkweekly, @StockMKTNewz, @RedDogT3, and more!
- All day Live Trading Spaces and Streams on @WOLF_TradingX hosted by @WolfRyan and @AceTheKid with a panel of top traders.
- Small Cap Investing with @StoryTrading.
Links to set reminders are in the thread below!
Earnings Season Is Back!
Are you an Investor, Trader, or Stock Market Enthusiast? Our daily X Spaces and Live Streams cover all things Stock Market: News, Earnings, Market Themes, Trading, Macro, IPOs, and more!
Highlights Include:
- Daily Power-Hour esting Themes with @stocktalkweekly, @StockMKTNewz, @RedDogT3, and more!
- All day Live Trading Spaces and Streams on @WOLF_TradingX hosted by @WolfRyan and @AceTheKid with a panel of top traders.
- Small Cap Investing with @StoryTrading.
Links to set reminders are in the thread below!
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WARREN BUFFETT WAS ASKED HOW MANY STOCKS YOU SHOULD OWN
His answer goes against almost everything taught in finance classes
"Diversification is a protection against ignorance. If you want to make sure that nothing bad happens to you relative to the market, you own everything. ith that. That is a perfectly sound approach for somebody who does not feel they know how to analyze businesses.
If you know how to analyze businesses and value businesses, it's crazy to own 50 stocks or 40 stocks or 30 stocks probably, because there aren't that many wonderful businesses that are understandable to a single human being."
He said three wonderful businesses "is more than you need in this life to do very well."
"There is less risk in owning three easy-to-identify wonderful businesses than there is in owning 50 well-known big businesses."
Then Charlie Munger added one line:
"Much of what is taught in modern corporate finance courses is twaddle."
His answer goes against almost everything taught in finance classes
"Diversification is a protection against ignorance. If you want to make sure that nothing bad happens to you relative to the market, you own everything. ith that. That is a perfectly sound approach for somebody who does not feel they know how to analyze businesses.
If you know how to analyze businesses and value businesses, it's crazy to own 50 stocks or 40 stocks or 30 stocks probably, because there aren't that many wonderful businesses that are understandable to a single human being."
He said three wonderful businesses "is more than you need in this life to do very well."
"There is less risk in owning three easy-to-identify wonderful businesses than there is in owning 50 well-known big businesses."
Then Charlie Munger added one line:
"Much of what is taught in modern corporate finance courses is twaddle."
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SpaceX $SPCX brought in $14.6 Billion of revenue this past quarter
This is how that has grown:
Q1 2025: $4.1B
Q2 2025: $4.1B
Q3 2025: $5.6B
Q4 2025: $5B
Q1 2026: $4.7B
Q2 2026: $7.8B
Q3 2026: $14.6B
This is how that has grown:
Q1 2025: $4.1B
Q2 2025: $4.1B
Q3 2025: $5.6B
Q4 2025: $5B
Q1 2026: $4.7B
Q2 2026: $7.8B
Q3 2026: $14.6B
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GROK IS BEATING THE S&P 500 IN THE RALLIES AI ARENA
Grok was told to beat the S&P 500 starting in late November by @ralliesarena
So far Grok is up by 64.4% 🟢 beating the S&P 500's return of +12.6% 🟢 during the same time period
Rallies Arena makes all the portfolios and every trade you can keep up with everything
Grok was told to beat the S&P 500 starting in late November by @ralliesarena
So far Grok is up by 64.4% 🟢 beating the S&P 500's return of +12.6% 🟢 during the same time period
Rallies Arena makes all the portfolios and every trade you can keep up with everything
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WOLF retweeted
@WOLF_Financial Starlink V3, which only just started launching, will have ~100 times more bandwidth than the current V2 system
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WOLF retweeted
If you're not following @WOLF_Financial during earnings season you are missing out
WOLF posts all the numbers for the major earnings right when they come out
WOLF posts all the numbers for the major earnings right when they come out
AMERICAN EXPRESS $AXP JUST REPORTED Q3 EARNINGS
- Revenue: $20.1B, in line with est. of $20.12B 🟡
- GAAP EPS: $5.42 (+31% YoY)
- Adj EPS: $4.68, beating est. of $4.48 🟢
- Pretax Income: $4.53B (+18% YoY)
- Net Income: $3.7B (+28% YoY)
- Billed Business: $454.0B (+8% YoY)
- $1.0B (vs $1.3B LY)
- Net Write-off Rate: 1.8% (vs 1.9% LY)
FY26 Guidance:
- Adj EPS: $17.60-$17.90, in line with est. of $17.63 🟡
- EPS: $18.30-$18.60
- Revenue Growth: 10%
Key Updates:
- GBTG Gain on Sale (pretax): $982M ($751M after tax)
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SpaceX's $SPCX satellite based internet service Starlink now has 13.6 Million paying subscribers
This is how that has grown:
Q4 2024: 4.4M
Q1 2025: 5M
Q2 2025: 6M
Q3 2025: 7.2M
Q4 2025: 8.9M
Q1 2026: 10.3M
Q2 2026: 12M
Q3 2026: 13.6M
This is how that has grown:
Q4 2024: 4.4M
Q1 2025: 5M
Q2 2025: 6M
Q3 2025: 7.2M
Q4 2025: 8.9M
Q1 2026: 10.3M
Q2 2026: 12M
Q3 2026: 13.6M
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Here are the current top 20 best peforming stocks in the NASDAQ 100 so far in 2026
👑 Moderna $MRNA: +578.54% 🟢
🥈 SanDisk $SNDK: +421.54% 🟢
🥉 Micron $MU: +207.47% 🟢
Marvell $MRVL: +168.90% 🟢
AMD $AMD: +141.31% 🟢
Intel $INTC: +135.66% 🟢
Seagate $STX: +128.94% 🟢
Fortinet Strike $CRWD: +119.79% 🟢
Palo Alto $PANW: +106.60% 🟢
Lumentum $LITE: +105.15% 🟢
Western Digital $WDC: +99.49% 🟢
Datadog $DDOG: +98.29% 🟢
Arm $ARM: +92.42% 🟢
Nebius $NBIS: +89.64% 🟢
Texas Instruments $TXN: +64.10% 🟢
Teradyne $TER: +59.56% 🟢
Astera Labs $ALAB: +54.58% 🟢
ASML $ASML: +46.92% 🟢
Applied Materials $AMAT: +46.79% 🟢
👑 Moderna $MRNA: +578.54% 🟢
🥈 SanDisk $SNDK: +421.54% 🟢
🥉 Micron $MU: +207.47% 🟢
Marvell $MRVL: +168.90% 🟢
AMD $AMD: +141.31% 🟢
Intel $INTC: +135.66% 🟢
Seagate $STX: +128.94% 🟢
Fortinet Strike $CRWD: +119.79% 🟢
Palo Alto $PANW: +106.60% 🟢
Lumentum $LITE: +105.15% 🟢
Western Digital $WDC: +99.49% 🟢
Datadog $DDOG: +98.29% 🟢
Arm $ARM: +92.42% 🟢
Nebius $NBIS: +89.64% 🟢
Texas Instruments $TXN: +64.10% 🟢
Teradyne $TER: +59.56% 🟢
Astera Labs $ALAB: +54.58% 🟢
ASML $ASML: +46.92% 🟢
Applied Materials $AMAT: +46.79% 🟢
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JOHN TERNUS SAYS THIS IS THE MOST EXCITING TIME IN HIS CAREER TO BE BUILDING PRODUCTS AT APPLE $AAPL
And he explained why Apple won't even be able to see your personal data
"This is, I'm convinced, the most exciting time in my career to be building product, because AI has so us to change products, make new products."
He said Apple's focus is product, not technology, and if it's done right, nobody has to know AI was involved. "They just want to know that, wow, I was able to do that thing that I couldn't do before, and it was fun and it was easy."
He said Siri will be able to tap into all the personal context on your phone, with privacy built in.
"Nobody else can see it. Apple can't even see it. We don't want to see it, and we can't see it. It is your information."
And he explained why Apple won't even be able to see your personal data
"This is, I'm convinced, the most exciting time in my career to be building product, because AI has so us to change products, make new products."
He said Apple's focus is product, not technology, and if it's done right, nobody has to know AI was involved. "They just want to know that, wow, I was able to do that thing that I couldn't do before, and it was fun and it was easy."
He said Siri will be able to tap into all the personal context on your phone, with privacy built in.
"Nobody else can see it. Apple can't even see it. We don't want to see it, and we can't see it. It is your information."
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Spot Bitcoin ETFs ended this past week with $301.2 Million of net inflows
🚨 SPOT BITCOIN ETFs STILL FINISHED THE WEEK WITH +$301.2M IN NET INFLOWS
Mon +$526.7M🟢
Tue +$23.2M🟢
Wed +$524.8M🟢
Thu -$635.6M🔴
Fri -$137.9M🔴
$IBIT BlackRock saw $364.4M leave over the last 2 days.
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Nvidia CEO Jensen Huang said:
"GrokBot is super cool. The demand for GrokBot, the consumption for GrokBot is really skyrocketing."
"GrokBot is super cool. The demand for GrokBot, the consumption for GrokBot is really skyrocketing."
🚨 $NVDA NVIDIA CEO Jensen Huang ON WHAT HE AND @elonmusk ARE BUILDING TOGETHER:
"I love working with Elon. He's using our technology for his own AI, training models and deploying models. GrokBot is super cool. The demand for GrokBot, the consumption for GrokBot is really skyrocketing."
What makes Elon's position unique:
"He rents it. The combination of training, deploying, and renting is fairly unique. He also has the advantage that he loves the intersection between computing and physical build-outs. Nobody knows more about energy than he does."
The new market they're exploring together:
"One particular new market we're gonna go explore together is putting data centers out in space. Our 2 engineering teams are working super closely together to create a new type of server, a new type of architecture that might be super good in space and on Earth." x.com/firesidealpha/…
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Here is every stock in the S&P 500 that has more than doubled so far in 2026
👑 Moderna $MRNA: +578.54% 🟢
🥈SanDisk $SNDK: +421.54% 🟢
🥉 Dell $DELL: +262.60% 🟢
Micron $MU:$MU07.47% 🟢
Marathon Petroleum $MPC$MPC81.14% 🟢
Marvell $MRVL: +168.90% 🟢
Valero $VLO$VLO57.56% 🟢
AMD $AMD+136.01% 🟢
Intel $INTC: +135.66% 🟢
Seagate $STX: +128.94% 🟢
Fortinet $FTNT: +126.66% 🟢
Bloom Energy $BE: +122.47% 🟢
CrowdStrike $CRWD: +119.79% 🟢
Phillips 66 $PSX: +119.45% 🟢
APA $APA: +112.18% 🟢
Palo Alto $PANW: +106.60% 🟢
Illumina $ILMN: +105.41% 🟢
Lumentum $LITE: +105.15% 🟢
NetApp $NTAP: +101.21% 🟢
👑 Moderna $MRNA: +578.54% 🟢
🥈SanDisk $SNDK: +421.54% 🟢
🥉 Dell $DELL: +262.60% 🟢
Micron $MU:$MU07.47% 🟢
Marathon Petroleum $MPC$MPC81.14% 🟢
Marvell $MRVL: +168.90% 🟢
Valero $VLO$VLO57.56% 🟢
AMD $AMD+136.01% 🟢
Intel $INTC: +135.66% 🟢
Seagate $STX: +128.94% 🟢
Fortinet $FTNT: +126.66% 🟢
Bloom Energy $BE: +122.47% 🟢
CrowdStrike $CRWD: +119.79% 🟢
Phillips 66 $PSX: +119.45% 🟢
APA $APA: +112.18% 🟢
Palo Alto $PANW: +106.60% 🟢
Illumina $ILMN: +105.41% 🟢
Lumentum $LITE: +105.15% 🟢
NetApp $NTAP: +101.21% 🟢
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HERE'S WHAT THE 🇺🇸 STOCK MARKET LOOKED LIKE THIS WEEK
Up
• CrowdStrike $CRWD +13.3%
• ServiceNow $NOW +12.0%
• Palo Alto Networks $PANW +11.3%
• Blackstone $BX +10.7%
• Lockheed Martin $LMT +9.4%
• IBM $IBM +9.2%
• Accenture $ACN +8.6%
• Adobe $ADBE +7.6%
Down
• X -19.3%
• Howmet $HWM -15.9%
• Quanta Services $PWR -13.5%
• Lam Research $LRCX -12.8%
• Bloom Energy $BE -12.7%
• KLA $KLAC -12.2%
• GE Vernova $GEV -11.5%
• AT&T $T -10.7%
Grid and data center builders fell the hardest. Comfort Systems USA fell -19.3%, Quanta Services -13.5%, Bloom Energy -12.7% and GE Vernova -11.5%, while chip equipment makers Lam Research and KLA both dropped more than 12%. Meta $META fell -9.4% after earnings, and Google $GOOGL slid -6.0%.
Software and cybersecurity rallied, led by CrowdStrike +13.3%, Service
Up
• CrowdStrike $CRWD +13.3%
• ServiceNow $NOW +12.0%
• Palo Alto Networks $PANW +11.3%
• Blackstone $BX +10.7%
• Lockheed Martin $LMT +9.4%
• IBM $IBM +9.2%
• Accenture $ACN +8.6%
• Adobe $ADBE +7.6%
Down
• X -19.3%
• Howmet $HWM -15.9%
• Quanta Services $PWR -13.5%
• Lam Research $LRCX -12.8%
• Bloom Energy $BE -12.7%
• KLA $KLAC -12.2%
• GE Vernova $GEV -11.5%
• AT&T $T -10.7%
Grid and data center builders fell the hardest. Comfort Systems USA fell -19.3%, Quanta Services -13.5%, Bloom Energy -12.7% and GE Vernova -11.5%, while chip equipment makers Lam Research and KLA both dropped more than 12%. Meta $META fell -9.4% after earnings, and Google $GOOGL slid -6.0%.
Software and cybersecurity rallied, led by CrowdStrike +13.3%, Service
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ALEXANDR WANG SAYS MORE THAN 200 RESEARCHERS AT META $META REPORT DIRECTLY TO HIM
And he says that's exactly the point
"Effectively all the researchers that we hired into this group called TBD, they report directly to me. And it's more of a statement of the fact that this is said the lab still has technical leadership, with pods run by technical leads who tiebreak on technical decisions. But from a people management perspective, "we're just anti-bureaucracy."
"I would be lying if I said I was the best manager to more than 200 people, but part of the point is that they don't need managers. They need a great environment. They are all brilliant. They're all extremely capable. They just need the room to cook."
And he says that's exactly the point
"Effectively all the researchers that we hired into this group called TBD, they report directly to me. And it's more of a statement of the fact that this is said the lab still has technical leadership, with pods run by technical leads who tiebreak on technical decisions. But from a people management perspective, "we're just anti-bureaucracy."
"I would be lying if I said I was the best manager to more than 200 people, but part of the point is that they don't need managers. They need a great environment. They are all brilliant. They're all extremely capable. They just need the room to cook."
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AMD $AMD CEO LISA SU SHOWED OFF WHAT SHE CALLS "THE SMALLEST AI DEVELOPMENT SYSTEM IN THE WORLD"
And it fits in the palm of your hand
"This is the smallest AI development system in the world, capable of running models with up to 200 billion parameters locally. Not connected to d by AMD's highest-end Ryzen AI Max processor with 128GB of high-speed unified memory, shared across the CPU, GPU and NPU.
She said that design makes it possible "to efficiently run large AI models on a compact desktop PC that fits in your hand."
And it fits in the palm of your hand
"This is the smallest AI development system in the world, capable of running models with up to 200 billion parameters locally. Not connected to d by AMD's highest-end Ryzen AI Max processor with 128GB of high-speed unified memory, shared across the CPU, GPU and NPU.
She said that design makes it possible "to efficiently run large AI models on a compact desktop PC that fits in your hand."
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