TRUMP Reddit Mentions | ChartExchange

MACRO data:
* JOLTS data out after market open.
MAG7:
* NVDA - Keybanc says NVDA now expects to use about 370K CoWoS interposers in 2025, up 90% YoY, and has raised its 2026 supply forecast to 530K, more than 40% higher than this year. Improved rack yields put shipments on track for \~30K GB racks in 2025 and 50K+ in 2026. Upgraded specs for the upcoming VR200 NVL144 "Vera Rubin" system should keep NVIDIA ahead of AMD's MI400.
* TSLA - says its third-generation humanoid robot will be unveiled by the end of 2025, with mass production slated for 2026. Elon Musk has set a long-term goal of scaling output to 1 million units annually by 2030.
* TSLA - PT to 490 from 333. Rated a buy at Canaccord Genuity. In our note, we discuss the data we pull from \~30 countries that led us to increase our delivery estimates. We are certainly not the first to do that recently, so this should not be new news. But, after several quarters of weakening momentum, this is a positive break in trend. Next, on the EV side, we expect more new models soon—as promised by management. These should help global sales momentum and potentially help alleviate any post-3Q cliff in the U.S. after EV tax credits go away. And these new vehicles should be interesting. Stay tuned. In energy storage, we expect an improvement in momentum. We, the world, need more power, and we need more storage for both utilities and data centers.
* GOOGL - is reportedly developing an Android-based AI PC project, with the first products expected in 2026, per Economic Daily. The new PCs will integrate Google’s Gemini model and Assistant, unifying Android with PC hardware and expanding beyond Chromebooks.

OTHER COMPANIES:
* ETSY, OPENAI: OpenAI just rolled out Instant Checkout inside ChatGPT, letting U.S. users buy products directly in the chat without leaving the app. The feature launches today with Etsy sellers and will expand soon to over a million Shopify merchants including Glossier, SKIMS, Spanx, and Vuori, per Bloomberg.
* SERV - has launched autonomous sidewalk delivery in Chicago, its first move into the Midwest, in partnership with UBER eats. The rollout spans 14 neighborhoods and connects over 100 restaurants to hundreds of thousands of households.
* SPOT - founder Daniel Ek will step down as CEO and become executive chairman on Jan 1, 2026. Co-presidents Gustav Söderström and Alex Norström will take over as co-CEOs, formalizing a structure in place since 2023.
* SPOT - Goldman Downgrades to Neutral from Buy, raises PT to 770 from 765. we see a balanced risk/reward on current shares and increasingly see more of this forward growth priced in at current levels. Our current estimates of \~5% annual total Premium ARPU growth going forward imply healthy levels of price increases through 2030E. In addition, our current estimates already have steady \~100–150bps of annual consolidated gross margin expansion over the next 3–4 years.
* VZ, SATS - is in talks to buy some of EchoStar’s AWS-3 wireless spectrum, Bloomberg reports.
* HOOD - Prediction Markets has now crossed 4 billion event contracts traded in total, with over 2 billion of that volume happening in Q3 alone.
* DPRO - said the U.S. Army placed an initial order for its Flex FPV drone systems, with plans to set up on-site manufacturing inside overseas U.S. Forces facilities. The deal includes training Army personnel and maintaining an NDAA-compliant supply chain, aiming to speed deployment and cut logistical risks.
* CART - BTIG downgrades to Neutral, citing intensifying competition form Amazon, DoorDash and Uber.
* GILT - unit Gilat DataPath won more than $7M in orders from the U.S. Army for DKET 3421 transportable SATCOM terminals and support services, with deliveries due by year-end 2025.
* ETSY - BTIG raised its price target on ETSY to 81, calling its partnership with OpenAI’s new Instant Checkout a “landmark” move that puts the platform at the front of agentic commerce. The firm estimates the integration could drive \~$100M in GMV, about 1% of Etsy’s total, but argues investors are pricing in more than just near-term numbers. QS, Corning announced a partnership to develop high-volume ceramic separator manufacturing for solid-state batteries. The deal combines QS’s lithium-metal battery tech with Corning’s ceramics expertise, aimed at scaling production for commercial use. No financial terms or timelines were disclosed.
* TTD - Guggenheim lowers PT to 55 from 75, maintains buy rating. We believe investor focus exiting 3Q largely centers around: macro trends, competitive pressures (primarily Amazon demand side platform (DSP)), and Kokai adoption progress (management targeting 100% by year end vs. >70% in 2Q).
* OKLO - BofA downgrades OKLO to neutral from Buy, raises PT to 117 from 92. Downgrades SMR to underperform from Neutral, lowers PT to 34 from 38. While we remain positive on the long-term nuclear theme, current valuations leave little room for error and the near-term risk/reward skews negative. Cycle markers suggest the AI trade may be entering later stages: retail participation is elevated, active ownership is just 12% for both stocks, and passive ownership stands at 15–20%.
* COTY - launched a strategic review of its $1.6B consumer beauty unit, including CoverGirl, Rimmel, Sally Hansen, Max Factor, and its $400M Brazil business. At the same time, Coty is integrating Prestige and Mass Fragrance operations, which now represent 69% of sales.
* XOM - is planning to cut around 2,000 jobs, according to a Bloomberg report.
* INTC - Keybanc says INTC's 18A yields have stalled at 50–55%, raising the risk that the Panther Lake CPU ramp slips from late 2025 into 2Q26.Intel had planned to keep half of Nova Lake desktop CPU production in-house, but given challenges, KeyBanc expects it may outsource 60–70% to TSMC at N2.
* CELH - Morgan Stanley upgrades CELH to overweight from equal weight, Raises PT to $70 from $61. While CELH's stock is up \~80% over the last twelve months (vs. the S&P 500 +16%), the stock has pulled back \~10% over the past month, and we see a 2:1 bull/bear case skew from here.
* WOLF - has successfully come out of Ch 11 after cutting its debt by nearly 70% & trimming annual interest costs by about 60%. says it now has enough liquidity to keep supplying customers with its silicon carbide chips used in EVs, solar inverters, & industrial power.
* V - has launched a pilot that lets businesses use stablecoins to prefund cross-border payments on Visa Direct. The program allows banks, remittance firms, and financial institutions to cover payouts with stablecoins instead of fiat, while recipients still get paid in local currency.
* CAVA - Jefferies reiterates buy rating on CAVA, PT 100. We see an attractive buying opportunity in the stock following the pullback that has been largely same-store sales driven, which we expect to improve through 2026 and beyond. Demand concerns across Fast Casual are weighing, but skepticism regarding CAVA appears overblown as fundamentals beyond comps remain attractive with the long-term algorithm still intact, including 25%+ EBITDA growth at the high end of peers and 15%+ unit growth where we see potential for additional upside over time, supported by category tailwinds
* SHOP - Oppenheimer said SHOP could gain incremental GMV share as agentic commerce grows, citing the new OpenAI integration that lets Shopify merchants sell directly in ChatGPT. With \~70M US ChatGPT MAUs, the move could improve merchant discoverability and conversion. Instant Checkout is handled by ChatGPT via Stripe, so direct monetization for Shopify may be limited, but sales still flow through merchants’ online stores, with the potential for Shop Pay to be added.
* BHP - China told major steelmakers and traders to temporarily halt purchases of all new Group cargoes.
OTHER NEWS:
* Nearly 20% of U.S. homeowners now hold mortgages at 6% or higher, the largest share since 2015. That’s up from just 7% in 2022 when most buyers locked in sub-4% rates.
* UK Chancellor Rachel Reeves signaled she’s open to raising taxes on the gambling industry, telling ITV that “there’s a case for gambling firms paying more” and that they should pay their “fair share.”
* TRUMP: WE ARE BEYOND VERY CLOSE ON GAZA PEACE DEAL. THIS IS A BIG DAY, POTENTIALLY ONE OF GREAT DAYS EVER IN CIVILISATION

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