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@zastocks
This is my trading and investing journal where I share charts, trade ideas, and market thoughts. Posts are not financial advice.
World & Business
Meta reported Q3 revenue of $64.6B, up 26% YoY and beating estimates, with Q4 guidance of $73–76B. GAAP EPS impacted by $9.89B multistate AG settlement for alleged addictive design targeting children. Operating income fell due to charge and AI/Reality Labs spending.
World & Business
A user questions the timing of Citadel's warnings and comments, mentioning a $SPCX quarter.
World & Business
One post put the S&P 500 up 0.65%; another reported Bitcoin above $83K but said no deal was officially confirmed.
World & Business
CNBC-TV18 reported TCS shares rose nearly 6% intraday; Moneycontrol described an IT rally despite US visa curbs.
World & Business
A16z growth-investing head David George says AI is still early; another commentator warns price competition could hurt returns.
XWorld & Business
Yields on 30-year US Treasuries surged to levels last seen in 2002–2004 (reaching ~5.6%+), while 10-year yields climbed near 5.2–5.3%. The sell-off stems from strong economic data, elevated energy prices, fiscal concerns, and heavy bond supply.
World & Business
A user citing Oracle’s 10-Q says the commitments are mostly for data centers, with leases expected to begin between fiscal Q2 2027 and fiscal 2029. They were disclosed in notes but were not yet on the August 31, 2026, balance sheet.
Technology
Market accounts quote Jensen Huang on robotics opportunities beyond digital AI.
