CoreWeave’s revenue, adj operating income, adj net income, and adj EPS results for Q3 beat analyst’s estimate. $CRWV sherwood.news/markets/core...
CoreWeave reports better sales and operating income than any analyst anticipated; revenue backlog swells above $55 billion
The neocloud just reported Q3 results....
sherwood.news
November 10, 2025 at 9:19 PM
CoreWeave’s revenue, adj operating income, adj net income, and adj EPS results for Q3 beat analyst’s estimate. $CRWV sherwood.news/markets/core...
Luxury company ETF ($KLXY) up 15% over the past year with S&P Retail equal-weight ($XRT) flat seems pretty on the nose, narratively speaking
November 10, 2025 at 7:07 PM
Luxury company ETF ($KLXY) up 15% over the past year with S&P Retail equal-weight ($XRT) flat seems pretty on the nose, narratively speaking
Counterpoint (from The Information report on Oracle in early October):
November 10, 2025 at 6:51 PM
Counterpoint (from The Information report on Oracle in early October):
Opendoor’s up nearly 15% after a record-setting comeback from a 20% decline on Friday to finish flat.
Here’s their plan to give short sellers a temporary middle finger sherwood.news/markets/insi... $OPEN
Here’s their plan to give short sellers a temporary middle finger sherwood.news/markets/insi... $OPEN
Inside Opendoor’s plan to give short sellers a temporary middle finger
“I mostly just pity them. They don’t really build anything,” Opendoor CEO Kaz Nejatian said of short sellers....
sherwood.news
November 10, 2025 at 3:56 PM
Opendoor’s up nearly 15% after a record-setting comeback from a 20% decline on Friday to finish flat.
Here’s their plan to give short sellers a temporary middle finger sherwood.news/markets/insi... $OPEN
Here’s their plan to give short sellers a temporary middle finger sherwood.news/markets/insi... $OPEN
Bank of America: saying AI is a bubble because OpenAI doesn’t have the money it’s promising to spend is a “lazy/cherry-picked argument” sherwood.news/markets/bank...
Bank of America: Claiming an AI bubble over OpenAI's money situation is a “lazy/cherry-picked argument”
Bank of America analyst Vivek Arya throws down the gauntlet....
sherwood.news
November 10, 2025 at 3:22 PM
Bank of America: saying AI is a bubble because OpenAI doesn’t have the money it’s promising to spend is a “lazy/cherry-picked argument” sherwood.news/markets/bank...
Well deserved. As kind as he is informative.
November 10, 2025 at 3:03 PM
Well deserved. As kind as he is informative.
Twain, seen here capturing the bark-ask spread
November 10, 2025 at 2:41 PM
Twain, seen here capturing the bark-ask spread
Deutsche Bank on stocks with high call volumes going from first to worst:
“After posting one of the best months of returns in early October, the basket is now posting one of its worst.”
“After posting one of the best months of returns in early October, the basket is now posting one of its worst.”
November 10, 2025 at 1:59 PM
Deutsche Bank on stocks with high call volumes going from first to worst:
“After posting one of the best months of returns in early October, the basket is now posting one of its worst.”
“After posting one of the best months of returns in early October, the basket is now posting one of its worst.”
Talking about what’s coming out of Taiwan is a lot better for Nvidia than talking about what isn’t going into China. $NVDA sherwood.news/markets/chip...
Chip stocks jump as Nvidia’s Jensen Huang asks TSMC to boost chip output
Talking about what’s coming out of Taiwan is a lot better for Nvidia than talking about what isn’t going into China....
sherwood.news
November 10, 2025 at 12:04 PM
Talking about what’s coming out of Taiwan is a lot better for Nvidia than talking about what isn’t going into China. $NVDA sherwood.news/markets/chip...
Had multiple chances to put this away and soiled our shorts instead. Ridiculous.
November 8, 2025 at 2:20 PM
Had multiple chances to put this away and soiled our shorts instead. Ridiculous.
Last time Nvidia was down this much intraday and finished positive:
April 7, 2025.
Before that?
October 13, 2022.
$NVDA
April 7, 2025.
Before that?
October 13, 2022.
$NVDA
November 7, 2025 at 9:06 PM
Last time Nvidia was down this much intraday and finished positive:
April 7, 2025.
Before that?
October 13, 2022.
$NVDA
April 7, 2025.
Before that?
October 13, 2022.
$NVDA
Reposted by Luke Kawa
You fools! Not only have the chips fallen, the salad days are over!!!
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Sweetgreen Plunges as 20-Somethings Bail on Once-Hot Salad Chain
Sweetgreen Inc. cut its full-year outlook after third-quarter results unexpectedly worsened, with the salad chain citing stubbornly weak demand.
www.bloomberg.com
November 7, 2025 at 6:02 PM
You fools! Not only have the chips fallen, the salad days are over!!!
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
$851M in daily retail outflows from single stocks through noon today (2 standard deviations below 1y average)
Retail traders are “skipping the dip” this time, in stark contrast to April (per JPM) sherwood.news/markets/reta...
November 7, 2025 at 6:05 PM
$851M in daily retail outflows from single stocks through noon today (2 standard deviations below 1y average)
Great turn of phrase from Brent Donnelly:
“AI is the procyclical scaffolding that holds up the k-shaped economy via the GDP boost from capex and the wealth effect”
“AI is the procyclical scaffolding that holds up the k-shaped economy via the GDP boost from capex and the wealth effect”
November 7, 2025 at 5:36 PM
Great turn of phrase from Brent Donnelly:
“AI is the procyclical scaffolding that holds up the k-shaped economy via the GDP boost from capex and the wealth effect”
“AI is the procyclical scaffolding that holds up the k-shaped economy via the GDP boost from capex and the wealth effect”
Reposted by Luke Kawa
"A bear cup is a bear necessity, but not a bare necessity."
a group of people are sitting in a theatre clapping their hands .
ALT: a group of people are sitting in a theatre clapping their hands .
media.tenor.com
November 7, 2025 at 5:28 PM
"A bear cup is a bear necessity, but not a bare necessity."
Retail traders are “skipping the dip” this time, in stark contrast to April (per JPM) sherwood.news/markets/reta...
November 7, 2025 at 5:17 PM
Retail traders are “skipping the dip” this time, in stark contrast to April (per JPM) sherwood.news/markets/reta...
One could go on an extended rant linking the Bearista cup to the K-shaped economy as well as the biggest constraint faced during the AI boom if one were so inclined, and also slightly insane nypost.com/2025/11/07/l...
Starbucks forced to apologize over Bearista brawls as fans stake out stores for hours — and still can’t snag one
Some people reportedly went to great lengths to try to get their hands on one, even staking out their local Starbucks stores for hours throughout the night — to no avail.
nypost.com
November 7, 2025 at 3:55 PM
One could go on an extended rant linking the Bearista cup to the K-shaped economy as well as the biggest constraint faced during the AI boom if one were so inclined, and also slightly insane nypost.com/2025/11/07/l...
Oklo remains unchanged on trailing price to sales.
heads up and PSA for you value investors -- with this pullback $PLTR is down to <410x> this year's earnings
November 7, 2025 at 3:44 PM
Oklo remains unchanged on trailing price to sales.
Reposted by Luke Kawa
people ask me all the time who they should follow and no account has better insight into the market's vol mechanics
thought after the escape from the mid October vol mechanics markets would be safe into year end. but gov shutdown damage really picking up and AI fairy dust wearing off
November 7, 2025 at 3:13 PM
people ask me all the time who they should follow and no account has better insight into the market's vol mechanics
Nvidia cheapest since June (on forward P/E)
November 7, 2025 at 2:54 PM
Nvidia cheapest since June (on forward P/E)
D-Wave CEO’s pitch to the Trump administration: Buy our quantum computers in exchange for an equity stake sherwood.news/markets/d-wa...
D-Wave CEO’s pitch to the Trump administration: Buy our quantum computers in exchange for an equity stake
“I want them to get something of value in return, not just equity in the company, but I want them to get products that they can actually use...
sherwood.news
November 7, 2025 at 2:19 PM
D-Wave CEO’s pitch to the Trump administration: Buy our quantum computers in exchange for an equity stake sherwood.news/markets/d-wa...
Jensen Huang will not stop talking about the one thing that’s going wrong for Nvidia sherwood.news/markets/nvid...
Nvidia’s tumble rolls on as CEO Jensen Huang continues to talk about the one thing going wrong for the chip designer
Note to Jensen: investors seem to very much prefer talk about $500 billion in orders for flagship chips rather than reminders of how your China...
sherwood.news
November 7, 2025 at 1:34 PM
Jensen Huang will not stop talking about the one thing that’s going wrong for Nvidia sherwood.news/markets/nvid...
Nejatian says he’s reached an agreement today to retire the majority of its convertible notes $OPEN sherwood.news/markets/live...
LIVE BLOG: Opendoor Technologies Q3 earnings call
Opendoor will be taking questions from its retail shareholders....
sherwood.news
November 6, 2025 at 10:21 PM
Nejatian says he’s reached an agreement today to retire the majority of its convertible notes $OPEN sherwood.news/markets/live...
Opendoor live blog bc why the hell not $OPEN sherwood.news/markets/live...
LIVE BLOG: Opendoor Technologies Q3 earnings call
Opendoor will be taking questions from its retail shareholders....
sherwood.news
November 6, 2025 at 10:09 PM
Opendoor live blog bc why the hell not $OPEN sherwood.news/markets/live...
Opendoor drops after big bottom-line miss in Q3, with red ink poised to swell in Q4 sherwood.news/markets/open... $OPEN
Three key objectives from management:
Three key objectives from management:
November 6, 2025 at 9:21 PM
Opendoor drops after big bottom-line miss in Q3, with red ink poised to swell in Q4 sherwood.news/markets/open... $OPEN
Three key objectives from management:
Three key objectives from management: