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3x leveraged Nasdaq. Every morning I post the tape: futures, yields, VIX, catalysts β with real charts.
No calls, no hopium. Just the numbers.
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$QQQ $TQQQ $SPY
Airbnb ($ABNB) Q3 2026 β FINAL (AMC 11/5/26)
EPS: $3.16 β β
beat vs $2.85 consensus
Revenue: $4.87B β β
beat vs $4.75B consensus
Gross booking value: $27.7B β β
beat vs $26.43B consensus
Nights & Seats Booked: 155M (+16%)
Adjusted EBITDA: β³ not yet published
Q4 guidance: $3.22β3.28B β β
beat vs $3.16B consensus
FY outlook: raised + $12B buyback announced
After-hours: +10% to ~$188.11 after $170.13 close (-3.5% day)
Call: 5:00 PM ET
$AFRM β Q1 FY27 FINAL
EPS $0.47 β
beat vs ~$0.38 consensus
Revenue $1.26B β
beat vs ~$1.21B
GMV $14.4B β
beat vs guide $13.7β$14.0B
RLTC $617M β
beat vs guide $575β$590M
Active consumers 28.7M (+19%); active merchants 621K (+48%)
FY27: GMV >$65.25B (raised), adj. op margin >30.75%
Stock AH: $62.40, -10.4% vs $69.66 close
The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.
She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, donβt impact water availability for people, be constructed with union labor and give βTexans a seat at the table.β
Sounds reasonable. She doesnβt want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.
Datacenter commentary starts at 6:30 in this interview.
Also attaching her official campaign position from her website in the next post.
Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.
youtu.be/D-T6H3b8ZeE?is=mEWuβ¦
Fear & Greed just dropped to 20, deep in extreme fear β this is where bottoms get built, not tops.
$QQQ $SPY
#FearAndGreed #StockMarket
Down bad today and the only thing that can save this tape now is a soft jobs report in the morning.
$QQQ $TQQQ $SPY
#JobsReport #NonfarmPayrolls #StockMarket
$IREN β Q1 FY27 PRE π Reports after close today, call 5:00 PM ET
Consensus (FactSet via TradingView, corroborated by TipRanks)
EPS: -$0.72 β³
Revenue: $229.81M β³
(Zacks is lower on a different basis: -$0.49 / $219.95M)
Segments to grade
AI Cloud revenue: ~$191.1M β³ (model est β no published consensus)
Bitcoin mining revenue: ~$48.8M β³ (model est β mining winds down to zero by Dec 31)
Installed hashrate: 23.2 EH/s at Jun 30 β³
Adjusted EBITDA: ~$69.0M β³ (model est, ~29% margin)
Context
Year-ago Q1 FY26: EPS +$1.06, revenue $240.30M
Last qtr (Q4 FY26): revenue $137.2M β AI Cloud $70.5M passed mining $66.7M for the first time
Funding: FY27 capex $25β30B, ~$14B secured; $363M Wingspire financing closed; debt $7.84B
Horizon 1 accepted Aug 13 ($485M ARR); Horizons 2β4 due this quarter; target $4B ARR by Dec 31
Guidance question
Are Horizons 2β4 on track for the December quarter, is the $4B ARR target intact, and how does the $25β30B capex get funded?
Implied move: Β±16.44% (~$3.57)
Price: $21.71 (Nov 4 close, -11.2%); ~$18.53 intraday today
T-Mobile beat earnings and raised guidance while the stock's still down big from its highs β this bounce off the $144 lows looks real to me.
$TMUS






