txd102023
txd102023
Wallet onchain. Noise off.
1,1 KUrmărire
1,1 Kurmăritori
Flux
Transmisiune live
Flux
SK hynix reports Q3 on Oct 28. Can strong AI demand lift profit to another record? I lean yes
AI server demand keeps growing and HBM4 mass production is advancing. What I’m watching: shipments, pricing, profitability. When HBM demand outruns supply, pricing power usually holds and margins follow.
Risk: the bar is already high, so even a record may not surprise the market.
Just my read (NFA) 👀
#SKhynixQ3HBM4Earnings
$HOOD reports Q3 on Oct 27. My take on the two big questions:
Can trading sustain revenue growth? I lean yes. Q2 revenue was $1.31B (+32% YoY) and net deposits hit a record $22B. More capital on the platform usually means more trading down the line. Even if growth cools a bit, the base is big enough to absorb it.
How much will new businesses add? Meaningful but gradual. I see them as diversification first, a growth driver second.
Just my read (NFA) 👀
#HOODQ3TradingGrowth
Big week ahead for SpaceX 👀
The Q3 earnings report on Oct 20 should give us a better idea of how things are going beyond all the hype. Starlink growth, Starship progress, and profitability are the key things I’ll be watching.
Cool tech is one thing, turning it into a sustainable business is another. Let’s see what the numbers say.
#SpaceXQ3Earnings
US inflation is heating up again, with CPI and PPI both beating expectations. That puts the Fed in a tough spot: fight inflation without putting too much pressure on the economy.
I think markets should be careful about assuming the next move. One hot report can change expectations, but the trend matters more than a single data point.
Will the Fed hike in October? No clear signal yet. Patience may be the smartest move.
#USCPIAndPPITopForecasts
Tesla’s new Roadster is impressive, but can it really launch in 2028?
SpaceX thrusters could redefine automotive innovation, but safety, regulations, and years of delays remain real concerns.
My take: the vision is exciting, but execution matters more than promises. Tesla must prove this isn't just another ambitious announcement.
Can Tesla deliver on time? Yes, if it finally turns ambition into reality.
#TeslaRoadsterUnveiled
Looking at Netflix’s recent trajectory, tighter password-sharing rules, international growth and the fast-scaling ad tier have driven solid momentum. The guided 12% revenue rise and 33.2% margin already show strong leverage, with more room as ads scale and content costs stay disciplined.
So YES - both subscription and ad revenue should keep growing, and profitability can improve further.
#NetflixQ3AdsAndMargins
Mulți oameni se mută la Robinhood pentru a face schimburi, iar eu fac același lucru astăzi
Indiferent dacă vor exista sau nu fructe de la Dex-ul OKX, experimentez cu aceste jetoane lowcap:
0x40281c768334af0f43f2d01ba46d1cc7fdad1e18
0xae12303bd73442d3c8dba9a58b164070d78a1e18
0x92ef7caa35f85f50311fa5ed7ade2d9786c61612
0x06e64ed98daf37bf1c552baa77cecbcfe6c90d41
Să sperăm
My favorite token $SOL just hit $86.
And honestly…I’ve got a feeling $100 is coming way sooner than anyone expects.
OMG, are we really doing this ?!?
