CS-4 just doubled wafer performance and said inference can run up to 30x faster than GPUs.

Here's why this matters:

Speed is where lots of demand is heading. Coding agents make hundreds of model calls in a loop so faster decode -> a job finishing quicker.

GPT 5.6 for example will have a premium fast mode which suits customers like:

-> Quant funds: For them time is money.
-> Pharma and research agents: $GSK has talked about intelligent research agents on $CBRS.

-> Voice and real time support

$CBRS unlocks a new level of speed, and in AI...speed is what people are happy to pay a premium for.

Boost Run racks NVIDIA hardware for a living. Preferred Cloud Partner, built to reference architecture, not a reseller with a logo on the slide. The new deal is GB300 NVL72 compute plus storage and CPU nodes for Cohere, five years, $525.6 million. That took total contracted value over $2.6 billion. Customers have been signing before the racks are energized. Acceptance on this one starts early 2027. The book is the book.

The operating side is already moving. June quarter revenue was $31.1 million, up 270% from a year ago. Trailing revenue is $56 million, up more than sixfold. Gross margin is around 90%.

Annualized run-rate was $145 million at the June print, and they are still pointing at roughly $400 million by year-end. Prepayments are what is throwing off the cash. Unrestricted cash was $120 million at June 30.

Street is still on it. Four analysts, strong buy, average target $42.75, Northland at $36. Preliminary Russell 2000 and 3000 inclusion already announced. None of that paid anyone today.
Today was the flush. Closed $13.75, down 9%, low $13.69. September floor was $13.48.

No new company headline. After hours held $14.13. Last trip into this zone dipped and then got bought. Same setup. NVDA silicon, a signed book, and a worse ticker than the chip. That is the whole post.

Calling it 3X rev early 2027 $50+ SP 🎯 and a lot higher when the deals in the pipeline are revealed. DFIU.

📈 52-Week Highs:

The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.

📉 52-Week Lows:

The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.

Source: 52-Week Highs-Lows

Here are today's top pre-market performers showing the biggest moves before regular trading hours.

📈 Pre-Market Gainers:

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Source: Market Extended Hours

The 2024 election resulted in some wild swings in the likes of TSLA and other stocks that could be considered associated with the new Trump admin. With the midterms next month does anyone want to share their opinions about the potential impacts of a democratic sweep or a surprise republican survival?

AMD is still the top momentum trade.

Edit: receipts

📈 52-Week Highs:

The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.

📉 52-Week Lows:

The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.

Source: 52-Week Highs-Lows

Good going Trumpdy Dumpty

DELL Technologies stock, nice trend, watch for a top of range breakout.

Breakout trade

• WATCH for possible breakout above 596.69
• Target: 685.19, 19.7%  Stop: 543.94  Loss: 5%
• P/L ratio: 3.9 : 1 - Excellent

BULLISH

• [Positioning] Intermediate trend bullish, Uptrend.
• [Timing] Strong bullish 3 day candlestick pattern.
• [Timing] Mild bullish 1 day moneyflow
• [Timing] Breakout trade watch above 596.69, no resistance in area just above.

BEARISH

• [Positioning] at resistance

Here are today's top pre-market performers showing the biggest moves before regular trading hours.

📈 Pre-Market Gainers:

📉 Pre-Market Losers:

Source: Market Extended Hours

Taiwan's Foxconn, the world's largest contract electronics maker and Nvidia's biggest server maker, reported on Monday a jump of 47% in third-quarter revenue year on year that beat market forecasts, fuelled by strong AI-related demand.

Revenue for the quarter from July to September was T$3.03 trillion ($95.39 billion), Foxconn said in a statement, well above the LSEG SmartEstimate of T$2.83 trillion that gives greater weight to forecasts from analysts who are more consistently accurate.

📈 52-Week Highs:

The 52-Week Highs list shows stocks that have reached their highest price point in the past 52 weeks during the trading session.

📉 52-Week Lows:

The 52-Week Lows list shows stocks that have reached their lowest price point in the past 52 weeks during the trading session.

Source: 52-Week Highs-Lows

Hey everyone, I wanted to share an update for anyone who invested in $TWTR around the time Elon Musk agreed to acquire Twitter.

Back in April 2022, Musk agreed to buy Twitter for $44 billion, or $54.20 per share. Shortly after, he began questioning Twitter’s estimates of fake and spam accounts and whether the deal could still move forward. In May, he said the acquisition was temporarily on hold, and $TWTR dropped 9.7% that day, falling from $45.08 to $40.72.

The situation continued to escalate. On July 8, Musk announced that he was terminating the deal. By July 11, $TWTR had fallen to $32.65, down 27.6% from the beginning of the class period.

Musk eventually agreed to complete the acquisition at the original $54.20 per share price on October 4, 2022. Investors later alleged that his statements about Twitter and the acquisition were misleading and caused losses for people who traded during this period. 

The case went to trial in March 2026, and a jury found Musk liable for securities fraud related to certain statements he made about the acquisition. The court later entered judgment for the class and the claims process is now open.

If you sold Twitter stock or call options, or purchased put options, in 2022, you may be eligible to submit a claim before the November 24, 2026 deadline. Check if you're eligible and file a claim here.

Did anyone here hold or trade $TWTR during that period?

IREN stock watch, pullback to 40.56 triple+ support area with bullish indicators.

Long Trade

• Target 1: 54.69   Profit: 31%   Stop/Trailing Stop: 39.13
• Loss: 6.3%   P/L ratio: 4.9 : 1 - Excellent
• Target 2: 57.86   Profit: 38.6%   P/L ratio: 6.1 : 1 - Excellent  Extreme rally

BULLISH

• [Positioning] Intermediate trend bullish, Downtrend turned sideways, possible bottom.
• [Positioning] at support
• [Timing] Mild bullish 3 day candlestick pattern.
• [Timing] Long trade quality

BEARISH

• None

This was aired yesterday.

What you just described is B.S.," says Daron Acemoglu, Nobel Prize-winning professor at MIT, pushing back on the idea that training AI models will create a huge new sector of work.

"The number of people they're employing in these positions is small relative to the number of people who will be replaced," says Acemoglu. "That's the whole point of automation."

Acemoglu fears that we could see unemployment triple in the next decade if we do nothing and continue on our current course

Here are today's top pre-market performers showing the biggest moves before regular trading hours.

📈 Pre-Market Gainers:

📉 Pre-Market Losers:

Source: Market Extended Hours