HAS
Hasbro, Inc.
stock NASDAQ

Yea I found them, they ARE expensive. As I am a weight stacker who HAS to buy small, I can't in good conscience pay that much for 1g just yet. Not with today's happenings.

SIR, ANOTHER RED CANDLE HAS HIT GOOGL

Also, the new line of products they released yesterday, sold out right away. That HAS to say something about how much people like their products.

I HATE THAT 110k HAS BECOME THE NEW NORMAL!!!

# Today is Tuesday, the 21st of October
## Upcoming events for Tuesday, October 21st
- Stock splits:
- GNPX @ **1:50**
- NVDS @ **1:3**
- APPX @ **3:1**
- TSLQ @ **1:3**
- WOK @ **1:100**
- Expected earnings:
ACU, ADC, BCPC, BFC, BMI, BNED, BWB, CASH, CATY, CB, CBU, CCBG, COF, DGX, DHR, EFX, ELV, EQT, EWBC, FULT, GATX, GE, GLXY, GM, GPC, HAFC, HAL, KO, KREF, LMT, MANH, MAT, MBWM, MCRI, MMM, MTDR, NBHC, NDAQ, NFLX, NIC, NOC, NPB, OMC, ORRF, PCAR, PEBO, PEGA, PFSI, PHM, PM, PMT, PNR, RTX, SMBK, SPWR, TRST, TXN, VICR, VMI, WAL, WCN, WFRD
- Ex-div:
DFGP, DGCB, FCAL, FCVT, FEMB, FGSI, FIXD, FMB, FMHI, FTHI, FTQI, FTSL, HISF, HYLS, LDSF, LMBS, MDIV, MFLX
- Economic events and announcements:
- 3-Month Bill Auction (actual: 3.810%, previous: 3.845%)
- 6-Month Bill Auction (actual: 3.660%, previous: 3.685%)
## Upcoming events for Wednesday, October 22nd
- Stock splits:
- GDXD @ **1:20**
- Expected earnings:
AA, APH, ARR, ASGN, ASIC, AVY, BANC, BCS, BDN, BKU, BSX, CACI, CBAN, CCI, CCS, CHDN, CLB, CME, COFS, CVBF, CVLG, EGBN, ELS, EPRT, FAF, FBNC, FCCO, FDBC, FE, FMNB, FNLC, FRBA, FRME, GEV, GGG, GL, GSHD, GTY, HBNC, HCSG, HLT, HLX, HNVR, HXL, IBM, ICLR, INBK, JMSB, KALU, KMI, KNX, LAD, LC, LII, LOAN, LOB, LRCX, LSBK, LUV, LVS, MCO, MEDP, MHO, MOH, MPB, NFBK, NLY, NRIM, NTRS, NVEC, NWFL, OBK, OCFC, OFG, OII, ONB, ORLY, OSBC, PDS, PKG, PLXS, PRG, PTEN, QCRH, QS, RBBN, RHI, RJF, RS, SAP, SCKT, SEIC, SF, SIGI, SLP, SON, SPR, SSB, STC, SYBT, T, TCBI, TCBX, TDY, TECK, TMHC, TMO, TNL, TOWN, TR, TSLA, TZOO, UCB, UNB, UNF, URI, USNA, UVSP, VGZ, VIST, VKTX, VRE, VRT, WAB, WDFC, WFG, WGO, WH, WNEB, WSBC, XIFR
- Ex-div:
APA, GLDI, SLVO, USOI
- Economic events and announcements:
- API Weekly Crude Oil Stock (previous: 3.524M)
- Business Inventories (consensus: 0.1%, previous: 0.2%)
- Fed Waller Speaks
- Fed Waller Speaks
- Overall Net Capital Flow (previous: 2.10B)
- Redbook (previous: 5.9%)
- Retail Inventories Ex Auto (consensus: 0.3%, previous: 0.3%)
- TIC Net Long-Term Transactions (previous: 49.2B)
- TIC Net Long-Term Transactions including Swaps (previous: 49.20B)
- US Foreign Buying, T-bonds (previous: 58.20B)
- US Leading Index (consensus: 0.1%, previous: -0.5%)
## Upcoming events for Thursday, October 23rd
- Stock splits:
- IAF @ **1:3**
- Expected earnings:
AAL, AB, ACNB, ADT, ALK, ALKS, ALLE, AMAL, AMBP, AMTB, AN, ASB, ASPS, AUB, AVBH, BC, BCML, BFH, BFST, BKR, BPOP, BRFH, BWFG, BWMX, BX, BY, BYD, CARE, CASS, CBRE, CHCO, CIVB, CLST, CNP, COUR, CRS, CUBI, CYH, CZNC, DAR, DCOM, DECK, DLR, DOC, DOV, DOW, EBC, ECBK, EEFT, EGP, ELME, ENVA, ESCA, ESQ, F, FBP, FCN, FCNCA, FCX, FFBC, FFIN, FISI, FIX, FPH, FRST, FSFG, FSV, FTI, FUSB, GTX, HAS, HFWA, HIHO, HON, HONE, HTB, HTBK, HTH, IMAX, INTC, IRDM, ISBA, ISRG, ITGR, KDP, KN, KNSL, KRNY, LADR, LAZ, LNN, LYG, MAYS, MBCN, MBLY, MCB, MGRC, MHK, MOFG, MRBK, MRP, MRTN, MSM, MTX, MXL, MYFW, NEM, NKSH, NOK, NSC, NTIP, NXT, OMAB, OPBK, ORC, ORI, OSIS, PAMT, PCB, PCG, PECO, PINE, POOL, PVBC, R, RBKB, RCI, RMBI, ROP, RVSB, SAH, SAM, SHBI, SLM, SMPL, SPFI, SRCE, SSNC, STBA, STM, SUZ, TCBK, THRM, TMUS, TPH, TRU, TSCO, TV, TXT, UBSI, UHT, ULH, UNP, USCB, UVE, VABK, VALE, VC, VLO, VLY, VRSN, VTMX, WKC, WRLD, WSFS, WST, WTBA, WU, XPRO
- Ex-div:
YQQQ
- Economic events and announcements:
- 20-Year Bond Auction (previous: 4.613%)
- Crude Oil Imports (previous: -1.754M)
- Crude Oil Inventories (previous: 3.524M)
- Cushing Crude Oil Inventories (previous: -0.703M)
- Distillate Fuel Production (previous: -0.577M)
- EIA Refinery Crude Runs (previous: -1.167M)
- EIA Weekly Distillates Stocks (previous: -4.529M)
- EIA Weekly Refinery Utilization Rates (previous: -6.7%)
- Fed Vice Chair for Supervision Barr Speaks
- Gasoline Inventories (previous: -0.267M)
- Gasoline Production (previous: -0.394M)
- Heating Oil Stockpiles (previous: -0.519M)
- MBA 30-Year Mortgage Rate (previous: 6.42%)
- MBA Mortgage Applications (previous: -1.8%)
- MBA Purchase Index (previous: 166.0)
- Mortgage Market Index (previous: 317.2)
- Mortgage Refinance Index (previous: 1,168.0)
## Upcoming events for Friday, October 24th
- Expected earnings:
AFBI, BAH, BCBP, BHRB, BOTJ, CBFV, E, EAF, EFSI, FCAP, FGMC, FHB, FLG, GD, GNTX, GRC, HCA, ITW, KOF, LFCR, NRC, NWG, OPY, OVLY, PG, PIPR, PKBK, SBSI, SHG, SNY, STEL, TMP, VRTS
- Ex-div:
BUSE, CNXC, COKE, FRD, GAIN, GEHC, GLAD, GOOD, GOODN, GOODO, KALU, LAND, LANDM, LANDO, LANDP, LKFN, UNB
- Economic events and announcements:
- 4-Week Bill Auction (previous: 4.030%)
- 5-Year TIPS Auction (previous: 1.650%)
- 8-Week Bill Auction (previous: 3.960%)
- Chicago Fed National Activity (previous: -0.12)
- Continuing Jobless Claims (consensus: 1,930K, previous: 1,926K)
- Existing Home Sales (consensus: 4.06M, previous: 4.00M)
- Existing Home Sales (previous: -0.2%)
- FOMC Member Bowman Speaks
- Fed Vice Chair for Supervision Barr Speaks
- Fed's Balance Sheet (previous: 6,596B)
- Initial Jobless Claims (consensus: 223K, previous: 218K)
- Jobless Claims 4-Week Avg. (previous: 237.50K)
- KC Fed Composite Index (previous: 4)
- KC Fed Manufacturing Index (previous: 4)
- Natural Gas Storage (previous: 80B)
- Reserve Balances with Federal Reserve Banks (previous: 2.988T)
^^^^2025-10-21

“No matter what you do you need 3 time frames for reference”
“Again Einstein, no one is saying what anyone HAS to do”

Brody realized he lost the example debate and then started spouting nonsense 😂
Again Einstein, no one is saying what anyone HAS to do
We are talking about what is better
Looking at multiple time frames is better than looking at one
Just like marrying a woman looking at more than one aspect of her is better than marrying her only looking at one

I was surprised only 8000 people were tuned in live. For a subreddit that boasts 355k weekly visitors, it seems the actual engaged investor base is much smaller than I would have anticipated.
I wish the hosts had done more research, it seems they couldn't even be bothered to watch his Charles Payne interview. It seems to me Ryan matches the energy of his interviewer. If you can't be bothered to research decent questions, he'll give extremely shallow answers. As the topics turned more towards things the hosts are familiar with, the interview opened up a lot. Unfortunately the topics didn't really have to do with Gamestop and more to do with Ryan's personal philosophy and AI and social media. I enjoyed listening, but didn't learn much more than I already knew from other interviews.
What I learned that I thought was good:
The differences between Chewy and GME, and the insight into why somebody like Matt Furlong was not a good fit for GME, as opposed to a more e-commerce centered platform.
Great to hear a small update on PowerPacks, not able to get enough inventory is an amazing problem to have when compared to the losses he took on product that he was NOT able to move in stores
Ryan's views on the trading card space as a store of value (and his great point on not knowing how long that will last)
RC's commendable caution on expending capital. It was so clear that he treats GME money as his own, because HE HAS HIS OWN MONEY ON THE LINE!!!! His interests and mine are aligned as shareholders, which is so refreshing to see in a public business. I would invest more on that basis alone.

####MY BLITZCRANK HAS MISSED EVERY SINGLE HOOK 🤡 🤡 🤡

You don't need to diversify if you're a billionaire. You could lose 90% of your investment's value in a crash and still live the good life with $100m.
And he HAS hedged by turning 100% of GME's marketcap into Cash + Assets. GME IS THE HEDGE

**NASDAQ HAS REBOUNDED 5% FROM FRIDAY (FUTURES) LOWS. LET THAT SINK IN.**

A lot of emotional responses and over thinking.
What I pulled from this small portion is 1 - RC is aware of Roaring Kitty. More importantly it sounds like there is a chance RK has avoided conversation with RC due to the previous case. From what he knows about RK is that he was the big name trader during "MOASS."
2- Hold for centuries is not to be taken literally. Unless RC knows something we dont know NONE of us here today will be around for CENTURIES. So its an exaggeration to make a point - He does not believe MOASS is possible - BUT he does believe long term in the company.

If you listen he has stated more than just this interview, that you never know what will happen in the market, but GameStop has put itself in position IF they were to happen.

If RC were to be playing the MOASS hand and not long term. There is a good chance he would have already failed. Shorts would have won. HE HAS TO play the long game. Unless he was an insider, if he played anything but the long term he would have handed shorts the W.
The long term is the only play here. If you are thinking of selling you WILL miss out. If you cant believe in MOASS anymore - can you at least believe in a Market crash or at the very least and "market correction?" If so - thats where GameStop takes advantage. Thats where we see major returns. Until then it will be a slow build. I feel my money is safer with RC than it is with a bank right now.

HAS 1$ Party 🎉

$LAC HAS RECEIVED $435m. WILL MOON TOMORROW!

Amazon is claiming about another 2 hours or less to fully catch up after restoring services ("full recovery of the backlog").
Even though this is Amazon's fault - Coinbase HAS to ensure they have better disaster recovery in place. They are too reliant on US-East-1.
This is UNACCEPTABLE that traders can't use their system for a whole day like this.

BASE HAS 1 VALIDATOR
1
JUST \`1
It is COINBASE
BASE = The most central block chain on EARTH!

Tweet Mirror:[StockMKTNewz](https://twitter.com/StockMKTNewz/status/1980317958821015929)
>AMAZON WEB SERVICES [$AMZN](https://www.tradingview.com/symbols/AMZN) JUST SAID:
>
>
>
>\- "UNDERLYING DNS ISSUE WAS FULLY MITIGATED"
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980317773357281596)
>AWS: ON ERROR RATES, SAYS UNDERLYING DNS ISSUE WAS FULLY MITIGATED
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980317784686096712)
>US, AUSTRALIA TO SET UP CRITICAL MINERALS SUPPLY SECURITY UNIT
Tweet Mirror:[StockMKTNewz](https://twitter.com/StockMKTNewz/status/1980316256126534141)
>Bank of America today raised its price target on Google [$GOOGL](https://www.tradingview.com/symbols/GOOGL) to $280 up from $252 while maintaining its Buy rating
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980313189175947686)
>BOFA: HIGHER RISK OF FED B/SHEET RUNOFF IN OCTOBER
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980313325809631272)
>\*RISKS OF FED BALANCE\-SHEET RUNOFF IN OCT ARE HIGHER: BOFA SAYS
Tweet Mirror:[StockMKTNewz](https://fxtwitter.com/StockMKTNewz/status/1980311952199962719)
Apple $AAPL is less than $100B away from passing over a $4 Trillion market cap
︀︀
︀︀Apple would be the 3rd company to hit the $4T milestone behind just Nvidia $NVDA and Microsoft $MSFT
︀︀
︀︀Apple \- First company to hit a $1 Trillion market cap
︀︀Apple \- First company to hit a $2 Trillion market cap
︀︀Apple \- First company to hit a $3 Trillion market cap
︀︀Nvidia \- First company to hit a $4 Trillion market cap
︀︀??? \- First company to hit a $5 Trillion market cap

**[❤️](https://x.com/intent/like?tweet_id=1980311952199962719) 4 👁️ 533 ** https://pbs.twimg.com/media/G3t63BVXkAAEPno.png?name=orig
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980307559560126728)
>TRUMP: CHINA PUNISHING OUR FARMERS BY NOT BUYING SOYBEANS
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980307648215130205)
>TRUMP: NOT GOING TO ALLOW CHINA TO PUNISH US FARMERS
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980307771280261574)
>🚨TRUMP: CHINA IS IN BIG TROUBLE IF THEY DON'T DO BUSINESS W/ US
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980307816981344443)
>\*TRUMP: NOT GOING TO ALLOW CHINA TO PUNISH US FARMERS
>
>
>
>\*TRUMP: CHINA PUNISHING OUR FARMERS BY NOT BUYING SOYBEANS
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980306978137354609)
>TRUMP: I THINK CHINA WILL MAKE DEAL WITH US
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980307004423110927)
>TRUMP: CAN THREATEN CHINA WITH AIRPLANES
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980307014938145231)
>TRUMP: COULD THREATEN CHINA WITH AIRPLANE EXPORT CONTROLS
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980307124904513959)
>🚨 TRUMP: WILL GO TO CHINA SOMETIME FAIRLY EARLY NEXT YEAR
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980307137751658739)
>TRUMP: I LOVE MY RELATIONSHIP WITH XI
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980307148921024955)
>TRUMP: I'VE BEEN INVITED TO GO TO CHINA, DOING THAT EARLY 2026
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980307277002530977)
>TRUMP: WE HAVE IT SORT OF SET
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980307341586182155)
>\*TRUMP: I LOVE MY RELATIONSHIP WITH XI
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980307386176016501)
>TRUMP: I'VE BEEN INVITED TO GO TO CHINA
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980307403871846401)
>TRUMP: CHINA WILL THREATEN US W RARE EARTHS, I REPLY W TARIFFS
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980307417255821720)
>TRUMP: CHINA IS IN BIG TROUBLE IF THEY DON'T DO BUSINESS W US
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980307426579788190)
>TRUMP: I WANT CHINA TO THRIVE, WE HAVE TO THRIVE TOGETHER
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980307435727495618)
>TRUMP: WANT CHINA TO BUY SOYBEANS
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980306337323262089)
>🚨 TRUMP ON CHINA, CRITICAL MINERALS: THINK CHINA WILL COME TO TABLE
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980306351655207171)
>TRUMP ON CHINA, CRITICAL MINERALS: THINK CHINA WILL COME TO TABLE
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980306379912184222)
>🚨 \*TRUMP: WILL BE BIG PRICE IF NO DEAL ON ENDING WAR IN UKRAINE
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980306627061526786)
>🚨 TRUMP: I THINK CHINA WILL COME TO TABLE BECAUSE OF TARIFFS
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980306735211646990)
>U\.S\. NATURAL GAS FUTURES EXTEND GAINS, PRICES UP OVER 10% TO ONE\-WEEK HIGH AS NEAR\-RECORD LNG FLOWS AND COLDER WEATHER FLOWS CAUSE BOUT OF SPECULATIVE SHORT COVERING
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980306760171929768)
>TRUMP: WE SELL AUSTRALIA LOTS OF AIRPLANES AND THEY NEED THEM
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980306776915603692)
>TRUMP: LOOK FORWARD TO GOING TO AUSTRALIA MYSELF
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980306787749470528)
>TRUMP: CHINA HAS TREATED US WITH GREAT RESPECT
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980306873896329591)
>🚨 TRUMP: COULD THREATEN CHINA ON OTHER THINGS, INCLUDING AIRPLANES
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980305754772119787)
>\*TRUMP: TALKED TO PUTIN ABOUT ATTACKS ON CIVILIANS, SAID TO STOP
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980305895352664229)
>TRUMP: UKRAINE\-RUSSIA WAR DOESN'T AFFECT US IN ANY WAY
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980306097132146952)
>TRUMP ON RUSSIA'S WAR IN UKRAINE: IN THE PROCESS OF TRYING TO MAKE A DEAL
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980306250199154956)
>TRUMP: WILL BE BIG PRICE IF NO DEAL ON ENDING WAR IN UKRAINE
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980305673381642299)
>TRUMP: TALKED TO PUTIN ABOUT ATTACKS ON CIVILIANS, SAID TO STOP
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980305091208073609)
>🚨 TRUMP: WE'RE WAY AHEAD OF CHINA MILITARILY
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980305157788463480)
>TRUMP: WE'RE WAY AHEAD OF CHINA IN AI
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980305214063387058)
>TRUMP: WE'LL BE CATCHING CHINA ON BUILDING SHIPS
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980305259596775448)
>🚨 \*TRUMP: WE'RE WAY AHEAD OF CHINA IN AI
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980305311736180979)
>TRUMP: AUSTRALIA HAS DONE FANTASTIC JOB ON WEAPONRY
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980305576946225528)
>TRUMP: ALBANESE AND I HAVE A GOOD RELATIONSHIP
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980304260144505298)
>TRUMP: NO AMERICAN BOOTS ON GROUND IF NEED TO ERADICATE HAMAS
Tweet Mirror:[DeItaone](https://twitter.com/DeItaone/status/1980304273004204495)
>TRUMP: HAVEN'T TOLD ISRAEL TO GO BACK IN
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980304304952188971)
>TRUMP: WE'RE GOING TO GIVE HAMAS A CHANCE
Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/1980304339605635390)
>TRUMP: HAMAS DOESN'T HAVE THE BACKING OF IRAN ANYMORE

NVIDIA HAS ENTERED THE ARENA!

KEY NEWS:
* TRUMP SAYS “WE CAN LOWER” WHAT CHINA HAS TO PAY IN TARIFFS, BUT CHINA HAS TO “DO THINGS FOR US TOO” TRUMP SAYS DO NOT WANT CHINA TO PLAY RARE EARTH GAME WITH US
* TRUMP: CONFIDENT OF REACHING SOYBEAN DEAL WITH CHINA
* The US is rolling back tariffs on “products that cannot be grown, mined, or naturally produced in the United States," per WSJ

MAG7:
* AMZN - Bloomberg reports many AMZN delivery contractors are quitting as profits shrink amid rising insurance and maintenance costs.Some owners say earnings fell from $400K to $150K as premiums soared and repair bills surged.
* AMZN - Internet disruptions hit sites using AWS, WSJ reports, including Rddt, SNAP etc
* AAPL - Counterpoint research says iPhone 17 series outsold the iPhone 16 by 14% in its first 10 days across China and the U.S.
* AAPL - Evercore ISI reitertes outperfom rating on AAPL, PT 290. We believe Apple is well positioned to report upside to current September-quarter consensus expectations and could guide to further upside for the December quarter. Our positive bias is driven by iPhone data points suggesting this may be more than the average iPhone refresh cycle, as lead times for the base iPhone 17 are above last year’s October levels.
* NVDA CEO comments: We’re about a couple of 100s of billion dollars into this journey, & we have trillions of dollars of AI infra to build over the next decade. This is just the very beginning of that journey.
* AAPL - Loop Capital upgraded Apple to Buy from Hold with a price target of $315, up from $226.
* NVDA - BABA Cloud has claimed to decrease Nvidia GPU use by 82% with new pooling system, per YF
* 𝐀𝐥𝐩𝐡𝐚𝐛𝐞𝐭 (GOOGL): BofA raises 𝐏𝐓 𝐭𝐨 $𝟐𝟖𝟎 (from $252), keeps 𝐁𝐮𝐲 — sees 𝐬𝐭𝐫𝐨𝐧𝐠 𝐚𝐝 𝐬𝐩𝐞𝐧𝐝 𝐚𝐧𝐝 𝐬𝐞𝐚𝐫𝐜𝐡 𝐦𝐨𝐦𝐞𝐧𝐭𝐮𝐦 𝐚𝐡𝐞𝐚𝐝 𝐨𝐟 𝐞𝐚𝐫𝐧𝐢𝐧𝐠𝐬 -Analyst expects Q3 ad spend beat and steady search growth, with Gemini momentum and macro tailwinds supporting multiple expansion.
OTHER COMPANIES:
* Galaxy Digital files to sell 12.78M shares of Class A common stock for holders
* **Micron Technology Chief Business Officer (CBO) Sumit Sadana: The shortage in the DRAM market will deepen through 2026, and the supply-demand imbalance will remain extremely tight.** MU higher on this.
* Regarding the recent increase in DDR4 DRAM prices, Micron is struggling to fully meet demand due to limited production capacity. Sadana stated that while the company plans to gradually phase out DDR4 production, it will extend the production period to support key long-term customers through its U.S. fabs. However, he added that overall capacity may still fall short of market demand.
* SO V BULLISH COMMENTARY
* RDDT - Raymond James raises RDDT PT to 250 from 225, maintains Strong Buy rating. "The Call: We update our bottom-up ARPU analysis and pencil out a $100 U.S. logged-in ARPU bull case driven by moderate increases to ad load, a significant step-up in CPMs (supported by positive agency checks and updated ad campaign manager metrics), and a benefit from on-platform AI search lifting query volume. ARPU model available upon request. We reiterate our Strong Buy rating on RDDT.
* UAMY - submitted a non-binding proposal to acquire 100% of Australia’s Larvotto Resources, offering six USAC shares for every 100 Larvotto shares, a premium to its July 2025 raise. USAC already owns about 10% of Larvotto, making it the company’s largest shareholder.
* WW - announced a partnership with Amazon Pharmacy to deliver weight management medications directly to WeightWatchers Clinic members.
* TEM - Cannaccord Genuity reiterates buy rating on TEM, PT 110. cology testing for genomic profiling, data services, and AI applications. In our opinion, the potential of AI deployment at scale in clinical practice could support strong long-term revenue growth for Tempus. TEM’s strategic acquisitions (e.g., Ambry, etc.) could help accelerate growth by providing additional testing capabilities and enhancing its AI platform. Key assumptions in our DCF model include a 10-year revenue CAGR of 22.8%, a peak operating margin of 45.6%, and a discount rate of 15.0%."
* CAVA - Goldman Intiates coverage on CAVA, with neutral rating and PT of 74. We see robust long-term growth potential with CAVA's market share gains and attractive return profile (exceeding 40%+ year-two cash-on-cash return targets), which translates to our projections of \~22%+ total revenue CAGR (including \~18% unit CAGR and an average 4% same-store sales growth), mid-20% restaurant-level margin, and \~27% EBITDA CAGR in 2024–2027E. Nevertheless, we think this is balanced with near-term same-store sales growth uncertainties driven by difficult year-over-year laps (i.e., steak launch in June 2024), the 'honeymoon effect' from outsized 2024/2025 openings, and a tougher macro and competitive backdrop with industry-wide value focus. We view this as an overhang on the stock in the near term, and therefore we see a more balanced risk/reward.
* ALAB - Barclays downgrades ALAB to equal weight from overweight, PT 155.
* Other coverage on the semi sector: KLAC - PT 1200 (overweight), MRVL PT 80, LITE, PT 165. (both equal weight)
* 𝐍𝐚𝐯𝐢𝐭𝐚𝐬 𝐒𝐞𝐦𝐢𝐜𝐨𝐧𝐝𝐮𝐜𝐭𝐨𝐫 (NVTS): Rosenblatt downgrades 𝐭𝐨 𝐍𝐞𝐮𝐭𝐫𝐚𝐥, 𝐬𝐞𝐭𝐬 𝐏𝐓 𝐚𝐭 $𝟏𝟐 — cites 𝐨𝐯𝐞𝐫𝐞𝐱𝐭𝐞𝐧𝐝𝐞𝐝 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐚𝐧𝐝 𝐬𝐥𝐨𝐰 𝐦𝐚𝐫𝐤𝐞𝐭 𝐭𝐢𝐦𝐞𝐥𝐢𝐧𝐞. Analyst sees expectations ahead of fundamentals, warning 800VDC adoption remains 2+ years away.
* 𝐂𝐚𝐫𝐯𝐚𝐧𝐚 (CVNA): Morgan Stanley reiterates 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, 𝐏𝐓 𝐚𝐭 $𝟒𝟓𝟎 — says 𝐦𝐚𝐜𝐫𝐨 𝐜𝐫𝐞𝐝𝐢𝐭 𝐟𝐞𝐚𝐫𝐬 𝐦𝐚𝐲 𝐛𝐞 𝐨𝐯𝐞𝐫𝐛𝐥𝐨𝐰𝐧. Analyst calls recent pullback an opportunity, noting manageable subprime stress and limited exposure to older loan vintages.
* 𝐒𝐧𝐨𝐰𝐟𝐥𝐚𝐤𝐞 (SNOW): Wedbush raises 𝐏𝐓 𝐭𝐨 $𝟐𝟕𝟎 (from $250), keeps 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 — cites 𝐀𝐈 𝐝𝐞𝐦𝐚𝐧𝐝 𝐚𝐧𝐝 𝐩𝐫𝐨𝐝𝐮𝐜𝐭 𝐢𝐧𝐧𝐨𝐯𝐚𝐭𝐢𝐨𝐧 Analyst sees AI-driven adoption and innovation strength fueling deal flow and long-term growth acceleration.
* 𝐒𝐭𝐚𝐫𝐛𝐮𝐜𝐤𝐬 (SBUX): Morgan Stanley raises 𝐏𝐓 𝐭𝐨 $𝟏𝟎𝟓 (from $103), keeps 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 — eyes 𝐭𝐮𝐫𝐧𝐚𝐫𝐨𝐮𝐧𝐝 𝐩𝐫𝐨𝐨𝐟 𝐩𝐨𝐢𝐧𝐭𝐬 𝐢𝐧 𝐮𝐩𝐜𝐨𝐦𝐢𝐧𝐠 𝐪𝐮𝐚𝐫𝐭𝐞𝐫𝐬. Analyst says turnaround proof points ahead will be key as growth initiatives and cost actions unfold; maintains Overweight into FY26 setup.
* 𝐈𝐧𝐭𝐞𝐥 (INTC): KeyBanc reiterates 𝐒𝐞𝐜𝐭𝐨𝐫 𝐖𝐞𝐢𝐠𝐡𝐭, 𝐏𝐓 𝐚𝐭 $𝟑𝟓 — anticipates 𝐛𝐞𝐭𝐭𝐞𝐫 𝟑𝐐 𝐫𝐞𝐬𝐮𝐥𝐭𝐬 𝐚𝐧𝐝 𝐡𝐢𝐠𝐡𝐞𝐫 𝟒𝐐 𝐠𝐮𝐢𝐝𝐚𝐧𝐜𝐞. Analyst expects stronger server demand and Granite Rapids ramp, though notes foundry yield challenges may delay Panther Lake.
* 𝐂𝐡𝐢𝐩𝐨𝐭𝐥𝐞 (CMG): UBS cuts 𝐏𝐓 𝐭𝐨 $𝟓𝟔 (from $65), keeps 𝐁𝐮𝐲 — sees 𝐧𝐞𝐚𝐫-𝐭𝐞𝐫𝐦 𝐩𝐫𝐞𝐬𝐬𝐮𝐫𝐞𝐬 𝐛𝐮𝐭 𝐬𝐭𝐫𝐨𝐧𝐠 𝐫𝐞𝐜𝐨𝐯𝐞𝐫𝐲 𝐢𝐧 𝟐𝟎𝟐𝟔. Analyst expects soft 3Q sales but views long-term growth intact, citing 9% unit expansion and ’26 rebound potential.
* 𝐀𝐫𝐢𝐬𝐭𝐚 𝐍𝐞𝐭𝐰𝐨𝐫𝐤𝐬 (ANET): Evercore ISI reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, 𝐏𝐓 𝐚𝐭 $𝟏𝟕𝟓 — adds 𝐭𝐨 𝐓𝐎𝐏 𝐏𝐈𝐂𝐊𝐒 𝐥𝐢𝐬𝐭 𝐚𝐡𝐞𝐚𝐝 𝐨𝐟 𝐐𝟑 𝐞𝐚𝐫𝐧𝐢𝐧𝐠𝐬. Analyst expects Q3 beat and raise, with cloud demand and enterprise momentum supporting durable multi-year growth.
* 𝐁𝐥𝐨𝐨𝐦 𝐄𝐧𝐞𝐫𝐠𝐲 (BE): RBC Capital raises 𝐏𝐓 𝐭𝐨 $𝟏𝟐𝟑 (from $75), keeps 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦 — cites 𝐬𝐭𝐫𝐨𝐧𝐠𝐞𝐫 𝐜𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐜𝐞 𝐢𝐧 𝐥𝐨𝐧𝐠-𝐭𝐞𝐫𝐦 𝐨𝐩𝐩𝐨𝐫𝐭𝐮𝐧𝐢𝐭𝐲. Analyst sees BTM datacenter growth and Brookfield partnership boosting long-term visibility and competitive positioning.

OTHER NEWS:
* China’s GDP grew 5.2% in Q3 while high-tech manufacturing expanded 9.6%. Equipment manufacturing rose 9.7%. Despite being the weakest GDP growth in a year, China said its 5% annual target remains within reach.
* South Korean President Lee Jae Myung said the country will allocate a larger-than-expected budget for defense and aerospace research through 2030 to build the world’s 4th-largest defense industry.
* Just 25.3% of homes that sold in September went for more than their final list price, down from 28.5% a year earlier and the lowest September level in six years - Redfin

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