Trump says no deal needed with Iran, closes down Vance negotiations wapo.st/4iUQNqj
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Connie retweeted
Sad about Jensen. Shakespearean. But as de Gaulle said, “The graveyards are filled with indispensable men.”
Connie retweeted
Today, we remember those who spent years away from their loved ones, those who returned forever changed, and those who never came home.
Connie retweeted
Bridgewater Co-CIO Karen Karniol-Tambour is leaving the firm to run Canada’s new sovereign wealth fund, the Canada Strong Fund. The fund is part of Prime Minister Mark Carney’s push to strengthen key Canadian industries and reduce economic reliance on the United States, and it will invest only in Canadian companies and projects.
Karniol-Tambour, 41, originally wanted to pursue academia but has worked at Bridgewater since graduating from Princeton in 2006. She rose to lead a 150-person investment research team that turned macroeconomic insights into systematic strategies, and her team wrote the firm’s signature market commentary, “Daily Observations.”
She was named co-CIO in 2023, alongside Greg Jensen and Bob Prince, and oversees Bridgewater’s Asia strategies.
The firm will not hire or promote a successor.
She holds Canadian, U.S. and Israeli citizenship.
Starting in early 2027, Canadian citizens will be able to invest directly in the fund through principal-protected securities called Canada Strong Notes.
Source: Bloomberg
$ANT Anthropic is targeting a $1.3 trillion valuation in its IPO later this month, below Wall Street’s initial expectations wsj.com/finance/stocks/anthr… via @WSJ
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fyi by Grok
**Week of November 9–13, 2026**
$CRWV $CSCO $BN
### Monday, November 9
- **Constellation Energy (CEG)** — BMO
Consensus: EPS ~$3.88–$3.90; revenue ~$9.2–$9.4B.
*One thing to watch:* Nuclear generation/capacity factors and updates on long-term power contracts with tech/AI customers (e.g., Google and others) plus full-year guidance.
- **KKR & Co. (KKR)** — BMO
Consensus: EPS ~$1.41.
*One thing to watch:* Private equity realization activity, fundraising, and deployment/investment pace.
- **Occidental Petroleum (OXY)** — AMC
Consensus: EPS ~$1.43–$1.47.
*One thing to watch:* Production volumes, free cash flow, and capital returns (dividends/buybacks) amid oil-price sensitivity.
- **Take-Two Interactive (TTWO)** — AMC
Consensus: EPS roughly $0.50–$0.98 (sources vary).
*One thing to watch:* Net bookings and any pipeline/commentary related to major titles (including GTA 6 timing/status).
Other notables Monday: Barrick Mining (B, BMO), Ferguson (FERG, BMO), Rocket Lab (RKLB, AMC), Hims & Hers (HIMS, AMC), The Trade Desk (TTD, AMC), AST SpaceMobile (ASTS, AMC).
### Tuesday, November 10
- **TransDigm (TDG)** — BMO
Consensus: EPS ~$11.43–$12.21.
*One thing to watch:* Aerospace aftermarket strength and free-cash-flow generation.
- **CoreWeave (CRWV)** — AMC
Consensus: EPS roughly –$1.2 to –$1.5; revenue ~$3.5–$3.8B.
*One thing to watch:* AI cloud demand, backlog/GPU utilization, CapEx intensity, and progress toward better operating margins/profitability.
- **Sea Limited (SE)** — BMO
Consensus: EPS ~$0.79–$0.94.
*One thing to watch:* Shopee e-commerce growth and digital financial services momentum.
- **Petrobras (PBR)** — AMC
Consensus: EPS ~$1.38.
*One thing to watch:* Production, capex, and shareholder returns tied to oil prices.
### Thursday, November 12 (biggest day for market impact)
- **Cisco Systems (CSCO)** — AMC
Consensus: EPS ~$1.15–$1.35; revenue ~$18.1–$18.5B.
*One thing to watch:* AI networking demand/orders, gross margins, and forward guidance (especially AI-related revenue contribution).
- **Applied Materials (AMAT)** — AMC
Consensus: EPS ~$4.00–$4.13; revenue ~$10.3B.
*One thing to watch:* Semiconductor systems growth (leading-edge logic, DRAM/HBM, advanced packaging) and next-quarter/outlook commentary on the chip equipment cycle.
Other notables Thursday: Brookfield (BN, BMO), Nu Holdings (NU, AMC), Nebius (NBIS, BMO), Cerebras (CBRS, AMC).
### Friday, November 13
Mostly smaller or international names (Japanese megabanks MUFG/SMFG/MFG are among the larger ones). Limited direct U.S. market-moving potential.
### Reports most likely to move the broader market
1. **AMAT and CSCO (Thursday AMC)** — By far the largest by market cap (~$250B+ and ~$370B). Both are core to semiconductors, AI infrastructure, and networking. Results and guidance can swing the Nasdaq, SOX, and AI-related sentiment.
2. **CEG (Monday BMO)** — Major nuclear/power name and proxy for AI data-center electricity demand; can influence utilities and broader energy narratives.
3. **CRWV (Tuesday AMC)** — Smaller market cap but high-beta AI infrastructure pure-play with large implied moves; can amplify or dampen AI stock sentiment.
Secondary watch: OXY (oil/energy sentiment) and any surprises from high-volatility names like RKLB or quantum-related stocks.
Note: Exact report times and consensus estimates can be refined closer to the release; always cross-check company IR sites or major calendars (Earnings Whispers, Nasdaq, etc.) for the latest. This is a lighter earnings week compared with the following one (which includes NVDA, WMT, HD, DIS, etc.).
165
Connie retweeted
To see leftist podcasters, comedians, and commentators laugh about political assassination as though it’s entertainment and the destruction of a human life is a punchline, is beyond disgusting.
My husband, Charlie Kirk, was killed in an act of political violence, something our two children and I will live with every day for the rest of our lives.
A culture that laughs at assassination is one of profound moral decay. It threatens the very foundation of our country and the principles that hold our democracy together.
You do not have to agree with someone’s politics to recognize the value of their life. This should not be so hard.
Political violence must never be something this country tolerates, excuses, or celebrates.
$DJT
Trump Media’s investors lost $2.2-billion while Trump holds $460-million stake /via @globeandmail theglobeandmail.com/business…
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👀 $OPEN
🚨 $OPEN | @nejatian JUST MADE A HUGE STATEMENT ON THE EARNINGS CALL.
Historically, Opendoor scaled by paying more for homes.
Now, Kaz says they’ve proven they can grow WITHOUT overpaying for inventory.
He called it the single most important development of the past year.
This could represent a fundamental shift in Opendoor’s business model.
Listen closely. 👀🔥 #OpenArmy #Opendoor
1
156
Connie retweeted
Everyone can express their own opinion in a free society, even an idiotic one. It helps us know how dumb someone is.
But calling for political violence against other Americans crosses a line that we shouldn't tolerate.
Connie retweeted
Peter Thiel on what happens if there’s a blue tsunami in the midterms:
“I think the Democrats will do well enough in the midterms, in a month and a half, that they will be indifferent to a center-left vs. far-left presidential candidate.”
Via Mathias Döpfner
Opinion: This was more than a normal defeat for Republicans. The loss of Senate seats and governorships in states that had become GOP redoubts will have ramifications for years to come. wsj.com/opinion/2026-midterm… via @WSJopinion
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Connie retweeted
Dawn on Mars - what a photograph!
Wind-carved Martian cliffs, taken at 8:30 a.m. local Mars time by the @NASA Curiosity rover.
jpl.nasa.gov/news/nasas-curi…
