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DHUnplugged Podcast - DHUnplugged #776: Same Story Line


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Supreme Court Ruling on tariffs within weeks….

Say goodbye to the penny!

November heading for a potential fall.

Splits – Are they back?

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INTERACTIVE BROKERS

Warm-Up

- Supreme Court Ruling on tariffs within weeks....
- Say goodbye to the penny
- November heading for a potential fall
- Prediction - When will US Government Reopen
- New Term - AI Washing

Markets

- OpenAI - even more deals
- Palatir Earnings
- Serepta FLOP
-AMAZON BLOWOUT
- Splits - Are they back?

Election Day - Updates?

The SAME Stories are making their way around

- Seasonally good time for equities
- Don't fight the Fed
- Earnings trend
- Buybacks again

Under/Over on When US Government Opens

- November 10th - Under/Over?

November Outlook

- On the heels of a good October...
- Question: How much more is in the tank for blowouts? Earnings season is about over and what are other catalysts - Aside from Santa?
- More NVDA excitement? More OpenAi deals???
- So much good news is priced in it is hard to imagine HUGE upside

AI Washing

- AI washing is a deceptive marketing tactic where companies exaggerate or falsely claim to use artificial intelligence in their products to appear more innovative and advanced.
- It is also used when layoffs occur to say that there is less need for employees due to advances in technology.
- Corporate giants Amazon, UPS and Target each announced layoffs in recent weeks totaling more than 60,000 jobs cut this year.

Amazon

- Great earnings - stock up HUGE to ATH ater the report
- Amazon beats by $0.38, beats on revs; guides Q4 revs in-line
- Reports Q3 (Sep) GAAP earnings of $1.95 per share, $0.38 better than the FactSet Consensus of $1.57; revenues rose 13.4% year/year to $180.17 bln vs the $177.91 bln FactSet Consensus.
- Co reports Q3 operatin

...more
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NAFamBy Dame Jenn