Graham Whitaker

I'll only say it once. This might be the fastest way to accumulate $1 million by the end of 2026: My advice for October 30: $INTC (Intel) → $86 Strong Buy $MRVL (Marvell) → $214 Must Buy $NVDA (NVIDIA) → $206 Must Buy $PLTR (Palantir) → $192 Strong Buy $AMZN (Amazon) → $238 Must Buy $GOOGL (Alphabet) → $278 Strong Buy $AMD (Advanced Micro Devices) → $558 Must Buy People ask, “Why don't you charge?” I've made enough. Sharing is my passion. That's why I post for free. NFA

I'm 57 years old and retired from Fidelity. My monthly income is $105,000. My advice for October 29: $META (Meta Platforms): Don’t buy $LITE (Lumentum): Don’t buy $SNDK (SanDisk): Don’t buy $INTC (Intel): Buy at $76-$84 $NVDA (NVIDIA): Buy at $195-$206 $ONDS (Ondas Holdings): Buy at $5.86-$6.45 $SOFI (SoFi Technologies): Buy at $14.25-$16.53 People ask, “Why don’t you charge?” I've made enough. Sharing is my passion. That's why I post for free.

Hey @grok, everyone’s talking about Musk backing Trump. But where’s the real money, $TSLA or $SPCX? Which has more upside, and which is running on hype?

TRUMP HAS FIVE DAYS UNTIL THE US MIDTERMS. THE FED JUST HELD INTEREST RATES STEADY. AND NOW, HIS VICE PRESIDENT IS REACHING OUT TO IRAN TO RESTART PEACE TALKS. I think we're watching an extraordinary situation unfold across financial markets. Look at the numbers: 🇺🇸 US inflation: 3.7% 🛢️ Brent crude: around $115 a barrel 📈 US 10-year Treasury yield: 5.05% 🏦 Federal Reserve interest rates: 3.75%–4.00% And Americans head to the polls on November 3. Yesterday, the Federal Reserve voted 10–2 to leave interest rates unchanged. But TWO officials favored another rate hike. The Fed acknowledged that inflation remains elevated while describing economic growth as strong. Kevin Warsh made it clear that policymakers want more information before deciding what comes next. Now look at the Middle East. The Wall Street Journal reports that Vice President JD Vance has written to Mohsen Rezaei, one of Iran's most influential security officials, in an effort to restart peace negotiations. Qatar has also presented Tehran with a new proposal. But a senior Iranian official has already described the latest ideas as unacceptable. Washington is trying to reopen diplomatic channels. Iran is still demanding concessions. Trump has previously raised the possibility of further military action. And the American election is just FIVE DAYS away. I'm treating the renewed optimism around peace talks with considerable caution. We've already been through several rounds of negotiations. Meanwhile, Brent remains around $115 a barrel. Shipping through the Strait of Hormuz is still disrupted. And energy infrastructure across the region remains vulnerable to further attacks. Personally, I continue to see substantial upside risk in oil if diplomacy fails. I've discussed the possibility of Brent reaching $150 in another major supply disruption. I wouldn't rule out $200 in a much more severe scenario. These are not guaranteed price targets. A credible agreement that restores physical supply could send oil sharply lower. But I don't believe the underlying risks have disappeared. AND YESTERDAY'S BOND MARKET REACTION DESERVES PARTICULAR ATTENTION. Look at what happened after the Fed held rates. The US 2-year Treasury yield fell from 4.70% to 4.67%. Meanwhile, the US 10-year yield ROSE from 4.99% to 5.05%. Short-term yields fell. Long-term yields rose. That's a very different reaction from the broad Treasury rally we witnessed earlier this month. Investors appeared less concerned about immediate policy tightening, while longer-term borrowing costs moved higher. That could reflect several factors, including persistent inflation, Treasury supply, and the premium investors demand for lending over longer periods. We shouldn't automatically attribute the entire move to a single explanation. But it matters. Because even if the Fed pauses rate hikes, rising long-term borrowing costs can keep financial conditions restrictive. Mortgage rates. Corporate financing. Government borrowing costs. And the enormous sums companies are investing in artificial intelligence. All become increasingly sensitive to the cost of money. Today, we're also getting US GDP and PCE inflation data. Two major economic releases arriving less than 24 hours after the Fed decision. Strong growth combined with persistent inflation could reinforce expectations that interest rates need to remain elevated. But weakening growth alongside stubborn inflation would be a much more uncomfortable combination. Now add the possibility of another major oil supply shock. Higher energy prices could push inflation expectations higher. That could drive long-term yields up and put additional pressure on highly valued equities. However, if investors become more concerned about economic damage, demand for government bonds could return. That's why I'm watching the relationship between oil, Treasury yields, and the dollar so closely. I've spent 18 years watching these markets. One of the most useful lessons I've learned is that the market's reaction often tells you more than the announcement itself. Yesterday, the Fed didn't raise interest rates. Yet the 10-year Treasury yield finished HIGHER. Today, oil is falling on renewed diplomatic hopes. Yet Iran hasn't accepted the latest proposal. And we still don't have a lasting settlement. These aren't contradictions to ignore. They're signs that markets are trying to price several competing outcomes simultaneously. My biggest concern heading into November isn't simply whether Trump and Iran reach an agreement before the election. It's how financial markets react if the political deadline passes without one. A lasting agreement could relieve considerable pressure on energy markets. Another serious escalation could reignite inflation concerns just as the Fed is assessing whether its current policy is restrictive enough. And with long-term Treasury yields already around 5%, that would be a difficult environment for the global economy. Five days until the midterms. The Fed has paused. Washington is trying to restart negotiations. Iran is rejecting the latest proposals. And oil remains around $110–$115 a barrel. I certainly wouldn't assume the market has finished repricing this conflict. I'm interested in your view: DO WE GET A PEACE AGREEMENT BEFORE NOVEMBER 3? OR DOES THE BIGGER MARKET RISK COME AFTER THE ELECTION?

‼️ Breaking: Exclusive Leak Details from Microsoft’s company-wide AMA meeting on October 28 have emerged. “We are going global. We will continue to bring global talent to the United States.” “We want to acknowledge that taking care of these individuals [green card holders and visa workers] is extremely important.” This comes just two days after Microsoft asked nearly 60,000 employees to voluntarily resign as part of a workforce reduction. The employee who shared this clip with me is one of many who have reached out to express their concerns. Several Microsoft employees have told me they feel the company does not show them the same level of respect and care. Many are questioning why H-1B visa holders were not among the first to be let go, especially given Microsoft’s claim that the layoffs are not based on individual performance. Employees are also asking why American workers based in the U.S. are not being given priority.

Whenever I feel demotivated i rewatch this... Elon Musk in a living room in 2008, 12 days from bankruptcy, pitching a $109,000 car to people...

98-Year-Old Man Buys His First Self-Driving Tesla Model Y And Is Blown Away “I've been driving it probably 2-3 months, and it's not made an error in its driving. In fact, the other day it stopped - a chipmunk was crossing the road, and there was no other traffic, and it did not run over the chipmunk … For somebody that's 98-years-old, this is a real treat.”

The day $SPCX catches Starship will be the most important day in the history of space exploration.