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Big Tech's Q3 earnings lineup is stacked. $META and $TSLA report the same night. Adjusted EPS estimates are miles apart: +481.9% vs -18% YoY. Everybody's got a story. Who's bringing receipts? #Stocks

The Nasdaq fell 4.5% last week — its ugliest stretch since June. Word from the Strait over the weekend: the plan still holds. Oil may get a breather. Even with oil cooling, $META and $TSLA report Wednesday, and neither one will be judged on the revenue line. Today's M-Masterclass: open the cover. The real number is never on page one. #AI

Wednesday after the close: $META , $TSLA and $LRCX , back to back to back. Friday morning: manufacturing and services PMI close out the week. The schedule is locked. Sleep gets the leftover slots. #Stocks

Last week's worst gets pole. Its best starts fifth. So semis sit at No. 1 and energy, the week's winner, lands at No. 5. The ranking is about the next lap, not last lap's scorecard. #Stocks

Roadster just flew. $TSLA ’s Q3 lands Wednesday after the bell. Same night: $META , $IBM , $TXN and $LRCX . Five reports. One evening. Earnings season doesn’t do bedtimes. #Stocks

Wall Street's already pricing in the midterm after-party. Dems hold a chamber: AI power + healthcare. GOP takes both: defense, banks + crypto. $NVDA , $GOOGL , $META , $MSFT ? On both guest lists. Tiny detail: we still need the results. #USStocks

GM 🌤️ Two seasons in one market: Nasdaq -4.5% this week, Dow +0.67%. The Fed goes quiet right as Q3 earnings peak. Because of course it does. $META and $TSLA lead Wednesday after the close. Rich or cheap, profits have the final say. #Stocks

GM 🌤️ Eight straight red days for the SOX. Memory names off 6%+, the Nasdaq 2%+. Roughly $2T wiped off chip stocks in this pullback. Meanwhile, energy and dividend stocks keep making new highs. Money's seeing someone else. Not even a breakup text? #USStocks

So the Roadster actually flies. Production? 2028, per Musk. $TSLA 's Q3 earnings land next Thursday, Oct 22. Cool demo. Can the bottom line stick the landing? 👀 #Tesla

$TSM : $46.72B in Q3 revenue, above the top end of guidance. Q4 outlook: $52.3–54.3B. Wall Street: "Best I can do is -1.8%." $NVDA got the same deal. Today's M-Masterclass: a quarter with nothing to nitpick. So what exactly would make this market happy? 👀 #AI

Tesla finally delivered. Just not to customers.

Gas prices went up. Chip stocks picked up the tab. September CPI: 3.7% YoY, above expectations. Nasdaq: -1.88%. Today’s M-Masterclass: since when does the gas pump get a say in AI valuations? #AI

$MS beat on both lines: $20.34B net revenue, $3.03 diluted EPS. Equities is sprinting: revenue +41% YoY. Wealth management hauled in $9.07B—nearly half the top line. Annualized ROTCE: 22.6%. Five straight quarters above 20%. FICC? Revenue down 7% YoY. Still tying its shoes. When does it catch up? 👀 #USStocks

$ASML beat estimates. The reward? A bigger to-do list. Q3: €11.66B in net sales. €12.95 basic EPS—roughly 20% above expectations. Q4 sales guidance midpoint: €14.7B. Over €3B more than Q3. So… how’s that PTO request looking? 👀 #AI