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π¨ We have a crazy busy week next week π¨
Lots of earnings, many that I own.
I will be very active on those stocksπ
Follow me β together, we win! π
Also donβt miss my Weekly newsletter tomorrow: βGet Ready for the weekβ, notifications on πβ
$AAPL - Mon Nov 2 after close
$PLTR - Mon Nov 2 after close
$TEM - Mon Nov 2 before open
$GRAB - Mon Nov 2 after close
$PFE - Tue Nov 3 before open
$AMD - Tue Nov 3 after close
$SMCI - Tue Nov 3 after close
$DUOL - Tue Nov 3 after close
$MARA - Tue Nov 3 after close
$UBER - Wed Nov 4 before open
$NVO - Wed Nov 4 before open
$CPSH - Wed Nov 4 (call 9:00 a.m. ET)
$APP - Wed Nov 4 after close
$RDW - Wed Nov 4 after close
$LEU - Wed Nov 4 after close
$OSCR - Thu Nov 5 before open
$EOSE - Thu Nov 5 before open
$LITE - Thu Nov 5 after close
$AAOI - Thu Nov 5 after close
$IREN - Thu Nov 5 after close
$SOUN - Thu Nov 5 after close
$OKLO - Fri Nov 6 before open
π $AAOI
4 BIG takeaways from the Q3 2026 earnings call!
1οΈβ£ AI revenue is EXPLODING! π€
Revenue reached a record $269.9M, up 128% YoY and 41% sequentially.
β’ Sixth consecutive quarter of record revenue.
β’ Returned to GAAP profitability with $6.3M in net income.
β’ Demand for 800G and next-generation 1.6T optical transceivers is accelerating.
2οΈβ£ A HUGE hyperscaler deal! π°
An existing Tier 1 customer signed a multiyear agreement exclusively covering 1.6T transceivers.
β’ Estimated revenue opportunity: $1Bβ$1.5B.
β’ Agreement runs from June 2026 through May 2029.
Management mentioned a potential second customer agreement that could be substantially larger!
3οΈβ£ 1.6T demand is moving FAST! β‘
Customers are transitioning from 800G to 1.6T faster than expected.
Management estimates approximately $450M in 1.6T orders, but component shortages are limiting shipments.
The good news:
β’ DSP supply is expected to improve substantially in Q1 2027.
β’ 1.6T revenue contribution should expand during 2027.
β’ Manufacturing capacity is expected to exceed 1 million 800G and 1.6T transceivers per month by the end of 2027.
4οΈβ£ Guidance raised with a MASSIVE Q4 expected! π
Management expects Q4 revenue of $385Mβ$420M.
Thatβs approximately 43%β56% sequential growth!
Other expectations:
β’ Non-GAAP gross margin: 29.5%β31%.
β’ Adjusted EPS: $0.48β$0.63.
β’ Datacenter revenue: $270Mβ$300M.
π‘ The bigger picture: $AAOI is positioning itself to benefit from the transition toward 800G and 1.6T optical connectivity. AI data centers need faster and more energy-efficient ways to move data, and AOI is expanding manufacturing to capture that demand.
β οΈ Capital spending is very high.
Follow me!
Letβs learn, grow & win together. π€
#AAOI #AI #OpticalNetworking #Datacenters #800G #Investing #Stocks
$ZETA Earnings next week
Weekly chart π
The legs up from April low looks weak compared to the previous wave up in 2024, so I believe we are in Wave 5 inside it I can count the impulses easily and the recent move looks like subwave 4.
We are loosing momentum .
Volume is fading and we have a bearish divergence.
Not sure the earnings can save it .
Follow me β together, we win! π
$TTD $HUBS $KVYO $BRZE $ADBE $CRM $APP $RAMP $CXM $DV
$NU Earnings next week
Weekly chart π
Right at the 200MA
Flashing a reversal signal, need to confirm this week or next week with a close above $ 12.28
We have a higher low on the RSI ==> bullish divergence .
Wave 3: January 2023 to January 2026 ==> 3 years
Wave 4: 10 months so far.
The correction is no overβ¦
For me $10 is in the cards ==> take any bounce really carefully as it can continue the series of lower high .
Follow me β together, we win! π
$MELI $SOFI $STNE $DLO $AFRM $INTR $PAGS $XP $ITUB $BBD
$AMAT Earnings next week
Weekly chart π
Still far from the 200MA
For me we are in Wave 4 subwave C.
I putted the teal lines, the area where we have a big chance to reverse.
For now no amelioration in the chart .
Follow me β together, we win! π
$ASML $LRCX $KLAC $TER $ENTG $ONTO $FORM $ACLS $VECO $KLIC
π $LEU
4 BIG takeaways from the Q3 2026 earnings call!
1οΈβ£ Historic US manufacturing milestone! πΊπΈ
Centrus completed its first new centrifuge at its Oak Ridge, Tennessee facility TWO months ahead of schedule!
Even more important:
β’ First centrifuges are now shipping.
β’ 100% of critical supply-chain partners are secured.
β’ First certified-for-construction package for the Piketon expansion is complete.
The US is rebuilding its domestic uranium enrichment capabilities, and Centrus is leading the effort.
2οΈβ£ Enrichment backlog jumps to $5.4B! π°
Centrus increased its LEU and HALEU enrichment sales commitments from $3B to $5.4B.
Key developments:
β’ Agreements with X-energy, Radiant and Antares.
β’ Several contracts include customer prepayments to support expansion.
β’ Total company backlog reached $7B, extending to 2040.
3οΈβ£ Commercial HALEU production is underway!
Centrus is now using its existing 16-centrifuge cascade to enrich HALEU for commercial customers.
This makes Centrus the first US-owned commercial uranium enricher in decades.
Why is this important?
β’ Advanced nuclear reactors need HALEU fuel.
β’ Microreactors and SMRs represent a new market.
β’ Centrus is also positioning itself to serve US national security needs.
4οΈβ£ $2.2B in cash to fund expansion! π
Centrus ended Q3 with approximately $2.2B in unrestricted cash.
Additional developments:
β’ Acquired Westerman to secure critical centrifuge components.
β’ Reaffirmed 2026 revenue guidance of $450Mβ$500M.
β’ Reaffirmed capital deployment guidance of $350Mβ$500M.
β’ Management identified approximately $300M in potential savings through its Palantir partnership.
π‘ The bigger picture: $LEU is positioning itself at the center of Americaβs nuclear fuel supply chain. Growing electricity demand, national security priorities and next-generation reactors could create a major long-term opportunity.
β οΈ One thing to watch: Q3 revenue declined 26% YoY to $55.5M. Adjusted net loss was $9.4M, despite reported GAAP net income of $31.6M. That GAAP profit included a $46.4M non-cash warrant valuation gain. The company is still investing heavily in expansion
π¨ We need to see some revenue growth for Q4, 2 consecutive declines will not look good.
Follow me!
Letβs learn, grow & win together. π€
#LEU #NuclearEnergy #Uranium #HALEU #SMR #AI #EnergySecurity #Investing #Stocks
You know what my problem is?
Iβm a workaholicβ¦ thatβs it, now you know.
I prefer to come clean π
π $SMCI
4 BIG takeaways from the Q1 FY2027 earnings call!
1οΈβ£ AI revenue is EXPLODING! π€
Revenue reached a record $19.9B, up 298% YoY!
β’ AI solutions represented 71% of total revenue.
β’ Large data center revenue reached $14.7B, up 321% YoY.
β’ Enterprise and channel revenue grew 229%.
2οΈβ£ Guidance raised AGAIN! π
Management raised full-year FY2027 revenue guidance from $65Bβ$72B to $72Bβ$82B.
Management sees continued strong demand and better visibility into customer deployments.
3οΈβ£ Manufacturing capacity is scaling FAST! π
Supermicro expects to produce more than 8,000 racks per month by December, including over 4,000 liquid-cooled racks.
The company is expanding production capacity in the US and Taiwan to capture this opportunity.
4οΈβ£ Working capital and margins are improving! π°
Non-GAAP gross margin reached 12.8%, compared with 9.5% last year.
π‘ The bigger picture: $SMCI is becoming a major supplier of AI data center infrastructure. Demand for GPU servers, liquid cooling and complete data center solutions is creating a massive growth opportunity.
Follow me!
Letβs learn, grow & win together. π€
#SMCI #AI #NVIDIA #DataCenters #LiquidCooling #Investing #Stocks
$QBTS
Weekly chart π
We are at the 200MA
Great companies at the weekly 200 ==> opportunities.
For my wave count we are in Wave II subwave C
We can clearly see the ABC move inside wave II.
We need a catalyst to reverse .
The earnings next week will have 2 possible outcomes
A) bad ==> extended C , Teal lines or max pain $2.50
B) good ==> we reverse for Wave III.
We will need to confirm that with a higher low for price + RSI so watch the pullback after the impulse.
Follow me β together, we win! π
$IONQ $RGTI $QUBT $QNT $INFQ $IBM $MSFT $GOOGL $HON $NVDA
$CRWV
Weekly chart π
No signs of amelioration.
Earnings could be the catalyst.
Fundamentals π
The financial health of the company is a concern and as today view as high leverage, that could be a real challenge specially if the data-center construction is delayed.
Follow me β together, we win! π
$NBIS $IREN $APLD $CORZ $WULF $CIFR $MSFT $AMZN $GOOGL $ORCL
$TEM
Weekly chart π
The chart is looking so so good .
The buying volume is climbing.
We closed the week above this important support .
We have few small resistance ahead and the next major one is $90.
We need the RSI to do a higher low π
Do you think we will go blue sky before the end of the year ?
Follow me β together, we win! π
$HIMS $DOCS $TDOC $VEEV $IQV $CRL $EXAS $GH $NTRA $ILMN
$NIO
Weekly chart π
This double bottom looks good .
We need to watch the reaction at the resistance around $3.59 π
We have a bullish divergence playing out .
Earnings on Wednesday π¨
Follow me β together, we win! π
$TSLA $LI $XPEV $RIVN $LCID $BYDDF $F $GM $STLA $TM
Another great day in the cards
- 20 charts updated for you
- Earnings highlights posted
- And many relevant informations shared with you .
Tomorrow taking it easy.
I crushed it this week πͺ
Follow me β together, we win! π
$ONDS
Weekly chart π
Still in the buying zone opportunity
I believe we will meet with the 200MA on support .
You know my strategy by now and I will need a confirmation with a higher low or reclaim of the 50MA .
I rather buy on confirmation than buying a falling knife.
Itβs just my preference.
Follow me β together, we win! π
$AVAV $RCAT $DPRO $KTOS $GSAT $VSAT $EH $UAVS $MOB $DGII
$APP
Weekly chart π
Perfect bounce on the 200MA
Beautiful bullish engulfing candle, once we reclaim the 50MA I can say with confidence that wave 5 is engaged!
Targets: $667-$737
Extended: $940
Follow me β together, we win! π
$META $GOOGL $TTD $U $MGNI $APPS $PUBM $RAMP $DV $SNAP
$APP
Weekly chart π
Getting so close to the weekly 200MA.
Bearish divergence still present .
Wait for an amelioration but the thesis is still valid .
Fundamentals π
1. It makes a lot of money. Last quarter sales were $1.92 billion, up 53%.
Profit margins stayed near 84%. Free cash flow was $863 million.
2. Shopping and other consumer ads are up 28% from last yearβs peak season.
3. Growth should pick up again. Management says the slow quarter was a model delay, not weak demand. Next quarter they guide about 47% sales growth, with margins still around 83%.
4. The stock is cheaper than it was. It trades in the high teens on forward earnings, the company is still buying back shares ($1.8 billion left), and the average analyst target is near $497.
$TTD $MGNI $PUBM $META $GOOGL $SNAP $PINS $ZETA
$LWLG
Daily chart π
This time we could reclaim the 50MA , the resistance getting weaker all the time we touch it .
Follow me β together, we win! π
$AAOI $COHR $LITE $IPGP $IIVI $FN $GLW $AEIS $UCTT $ONTO
$LWLG
Daily chart π
Bottom confirmed β
And now we are trying to reclaim the 50MA, if we succeed ==> this is our confirmation that Wave 3 has started !
Fundamentals:
Earnings next week but they are irrelevant as they are pre commercial right now. The most important will be the guidance, we want to confirm the timeline and we want updates on the commercialization.
πππ
$LWLG full revenue still not here yet.
Company says real volume production is expected in the second half of 2027.
2026 is still mostly small NRE + material supply revenue.
Waiting for that 2H 2027 ramp.
We are very early.
Follow me β together, we win! π
$AAOI $COHR $LITE $IPGP $IIVI $FN $GLW $AEIS $UCTT $ONT
$FLY
Speechless
Stage 2 breakout
Reclaim of the 50MA
Higher high price + RSI
Talking about a reversal !!!!
Follow me β together, we win! π
$RKLB $ASTS $RDW $SPCE $LUNR $SIDU $ASTR $BKSY $PL $IRDM
π $FLY BIG DEAL JUST ANNOUNCED!
Firefly Aerospace just signed a deal worth MORE THAN $1.3 BILLION with $ASTS!
Here are the 4 biggest takeaways:
1οΈβ£ 36 rocket engines: Firefly will deliver 27 Miranda engines and 9 Vira engines to AST SpaceMobile.
2οΈβ£ 3-year agreement: The deal includes engine deliveries, engineering support, and a license for ASTS to manufacture the engines.
3οΈβ£ More money to grow: The deal brings Firefly cash and ASTS shares, helping fund more production, equipment, and hiring.
4οΈβ£ Big growth opportunity: Firefly keeps ownership of its engine technology and can continue selling to other customers.
π₯ Why it matters:
This is a major win for $FLY. It gives the company a large new customer, more funding, and an opportunity to expand its rocket engine business.
The space industry is getting bigger, and Firefly is positioning itself to play a bigger role!
Follow me! Together we win! π
$RKLB $ASTS $RDW $SPCE $LUNR $SIDU $ASTR $BKSY $PL $IRDM
$RGTI
Weekly chart π
We got our test of the 200MA
Earnings next week π
That could be it !
Follow me β together, we win! π
$IONQ $QBTS $QUBT $ARQQ $IBM $GOOGL $MSFT $INTC $NVDA $AMZN
$COST
Weekly chart π
What a move since the bottom signal !!!
This week we just gonna stage 2 breakout π π π
The perfect entry will be on the retest of the breakout if we get on the daily timeframe.
Targets for wave 3
$1500
Extended : $1900
Invalidation: $850
See how the Neon green candle appears right when we reclaimed the 50MA !
The 50MA is my favorite indicator !
Follow me β together, we win! π
$WMT $AMZN $TGT $BJ $KR $DG $DLTR $HD $LOW $PSMT

























