In celebration of the anniversary of the Rule Breaker Investing book, I am going to give away a copy of the book to one follower (or whoever they choose to receive the book) who shares this post over the next week. I will announce the winner on Sunday. Great luck and Fool On!!

#earnings for the week of October 19, 2026 earningswhispers.com/calweek $NFLX $TSLA $SPCX $CLF $BE $ISRG $IBM $META $GE $GM $LRCX $ABT $LMT $RNG $RTX $MXL $TXN $TCBI $NOK $FITB $CACI $AXP $NEE $NOC $STLD $WDC $MSCI $WDFC $CMCSA $ARGX $MMM $MEDP $PEGA $SMBK $SRCE $SLB $TSCO $T $VICR $UAL $NLY $HAL $HAS $HBAN $KARO $AGNC $ALLY $ALV $CME $CCI

Coca-Cola $KO stock hit new 52 WEEK HIGHS today 🟢

If you're gonna panic it's best to panic first

Hyperscaler earnings are coming very soon and should give us a clean read on whether AI capex is still accelerating. I expect the numbers and guidance to reinforce the higher trajectory rather than challenge it. $TSM just reported today and crushed it. They reiterated their full-year 2026 capex at $60-64B, citing continued robust multi-year demand from customers, including the emerging agentic AI market. Management also said spending from 2026-2028 is set to be even more significantly higher than the past three years as they keep investing to support customer growth. This tells us the AI trade isn’t over. Although I’m not a fan of the Neo Cloud model long term, the CoreWeave-driven fears still feel overdone to me…same vibes as the “SaaS-apocalypse” narrative that was floating around earlier this year. The actual demand signals keep pointing the other way. 🔥📈💸 $NVDA $AMD $MU