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@knowledge_vital "$VZ $T Starlink is in talks about providing satellite connectivity to the iPhone according to The Information. The prospect of SpaceX becoming a bigger force in the telecom industry has been a huge overhang over traditional telecom stocks and this report from The Information will only exacerbate those fears"
X Link @knowledge_vital 2025-10-23T13:38Z 9071 followers, 1112 engagements

"The most impressive numbers from earnings Wed night/Thurs morning (and there might be a correlation between them): Mounjaro sales +109% to $6.52B and Zepbound sales +184% to $3.57B (these are LLY's GLP1 drugs) and hours engaged on the Roblox platform +91% Y/Y to 39.6B (that's billion)"
X Link @knowledge_vital 2025-10-30T12:46Z 9071 followers, XXX engagements

"Jensen Huang ate fried chicken in South Korea and shares in stocks tied to the sector spiked - Marketwatch"
X Link @knowledge_vital 2025-10-31T08:45Z 9071 followers, XXX engagements

"$DKNG $FLUT Kalshi is raising $300MM at a valuation of $5B (this follows days after the ICE investment in Polymarket) as prediction markets witness an explosion in demand (Kalshi is tracking to $50B in annualized trading volume a huge jump from $300MM last year) - NYT"
X Link @knowledge_vital 2025-10-10T12:25Z 9072 followers, 1518 engagements

"The XX hours starting next Wed (10/29) will be blockbuster: CAT earnings before the open Wed 10/29. FOMC decision Wed afternoon 10/29 (rate cut and perhaps end of QT) GOOGL/META/MSFT earnings after the Wed close 10/29 BOJ decision Wed night 10/29 (no rate hike expected but perhaps hawkish language) AAPL/AMZN earnings after the Thurs close 10/30 Trump/Xi summit in South Korea (Fri 10/31-Sat 11/1 - exact date TBD)"
X Link @knowledge_vital 2025-10-21T15:32Z 9071 followers, XXX engagements

"Ferragamo Gulfstream and Prada all put up very robust earnings underscoring that the upper echelon of the economy is performing very well"
X Link @knowledge_vital 2025-10-24T11:40Z 9071 followers, XXX engagements

"$KVUE The state of Texas is suing KVUE alleging the firm hid the risks associated with Tylenol - NYT"
X Link @knowledge_vital 2025-10-28T12:07Z 9073 followers, XXX engagements

"Powell was asked whether he found it ironic that by cutting rates he was triggering more AI investment creating the type of tech tools enabling companies to slash jobs and thus exacerbating the employment situation which in turn could spur even further easing"
X Link @knowledge_vital 2025-10-29T19:17Z 9071 followers, XXX engagements

""Ahead of the launch in March of World Libertys dollar-pegged cryptocurrency USD1 Binance deployed a team of over a dozen engineers to build the technology behind the currency" - WSJ"
X Link @knowledge_vital 2025-10-30T09:48Z 9071 followers, XXX engagements

"$CMCSA Mgmt. said broadband remains intensely competitive and they dont expect that to change anytime soon while ongoing price investments will weigh on EBITDA in the Connectivity & Platforms business"
X Link @knowledge_vital 2025-10-30T13:10Z 9071 followers, XXX engagements

"Investors are starting to push back on the aggressive spending taking place by mega-cap tech companies with Meta in particular getting hit after warning of significant opex/capex increases next year while a recent Bloomberg article noted how Oracles CDS costs are jumping as its balance sheet balloons (Oracles share price has surrendered a large chunk of the massive post-earnings rally from back in Sept)"
X Link @knowledge_vital 2025-10-30T16:45Z 9071 followers, XXX engagements

"Comcast's warning about the overbuild happening in wired broadband and the intense competitiveness in that market is bad enough but the real risk will be if SpaceX continues accumulating spectrum assets and tries to become (via Starlink) a larger competitor in this market"
X Link @knowledge_vital 2025-10-30T19:01Z 9071 followers, XXX engagements

"Credit market hit with $200bn flood of AI-related issuance (AI-related paper is XX% of all net supply of US corporate debt this year) - FT"
X Link @knowledge_vital 2025-10-31T17:59Z 9070 followers, XXX engagements