# ![@PickAlphaAI Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::550770788.png) @PickAlphaAI PickAlpha | Market Briefs

PickAlpha | Market Briefs posts on X about $spy, ai, $xle, $qqq the most. They currently have [---] followers and [----] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::550770788/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::550770788/c:line/m:interactions.svg)

- [--] Week [-----] -37%
- [--] Month [------] -53%
- [--] Months [----------] +250%
- [--] Year [----------] -12%

### Mentions: [--] [#](/creator/twitter::550770788/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::550770788/c:line/m:posts_active.svg)

- [--] Month [---] -76%
- [--] Months [-----] +18,380%
- [--] Year [-----] +26,300%

### Followers: [---] [#](/creator/twitter::550770788/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::550770788/c:line/m:followers.svg)

- [--] Week [---] +3%
- [--] Month [---] +14%

### CreatorRank: [---------] [#](/creator/twitter::550770788/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::550770788/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [exchanges](/list/exchanges)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [fashion brands](/list/fashion-brands) 

**Social topic influence**
[$spy](/topic/$spy) #831, [ai](/topic/ai), [$xle](/topic/$xle) #59, [$qqq](/topic/$qqq) #500, [$tlt](/topic/$tlt) #104, [events](/topic/events), [inflation](/topic/inflation) #2625, [$nvda](/topic/$nvda), [stocks](/topic/stocks), [target](/topic/target)

**Top accounts mentioned or mentioned by**
[@kobeissiletter](/creator/undefined) [@unusualwhales](/creator/undefined) [@stockmktnewz](/creator/undefined) [@coinbureau](/creator/undefined) [@globalmktobserv](/creator/undefined) [@trendspider](/creator/undefined) [@barchart](/creator/undefined) [@milkroad](/creator/undefined) [@cryptosrus](/creator/undefined) [@zerohedge](/creator/undefined) [@investingcom](/creator/undefined) [@bitcoin](/creator/undefined) [@charliebilello](/creator/undefined) [@nicktimiraos](/creator/undefined) [@jessecoheninv](/creator/undefined) [@deitaone](/creator/undefined) [@bobeunlimited](/creator/undefined) [@wallstreetmav](/creator/undefined) [@fxhedgers](/creator/undefined) [@wsbgold](/creator/undefined)

**Top assets mentioned**
[SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Bitcoin (BTC)](/topic/$btc) [SPDR GOLD ETF (GLD)](/topic/$gld) [Tesla, Inc. (TSLA)](/topic/$tsla) [Robonomics Network (XRT)](/topic/$xrt) [Exxon Mobil (XOM)](/topic/$xom) [Spacemesh (SMH)](/topic/$smh) [Ethereum (ETH)](/topic/$eth) [Convex Finance (CVX)](/topic/$cvx) [Cleveland-Cliffs, Inc. (CLF)](/topic/$clf) [Microsoft Corp. (MSFT)](/topic/$msft) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Italian National Football Team Fan Token (ITA)](/topic/$ita) [Netflix Inc (NFLX)](/topic/$nflx) [Apple, Inc. (AAPL)](/topic/$aapl) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Metadium (META)](/topic/$meta) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [JPMorgan Chase (JPM)](/topic/$jpm) [Valero Energy Corporation (VLO)](/topic/$vlo) [Limitus (LMT)](/topic/$lmt) [Eli Lilly and Company (LLY)](/topic/$lly)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Now in US treasury bond yield can be 5% higher than the interest rate for deposit money markets are so attractive that bank savings kept flowing there"  
[X Link](https://x.com/anyuser/status/1672758404387938304)  2023-06-25T00:07Z [--] followers, [--] engagements


"The Fed said Inflation is flattening. which is fake: core inflation didnt slow down - only commodities and that was intervened by the US gov. Two goals are [--]. Externally -Russia makes less money via oil transactions [--]. Internally- Lower CPI benefits the admin for next year"  
[X Link](https://x.com/anyuser/status/1673028996722839552)  2023-06-25T18:03Z [--] followers, [--] engagements


"You can check if you qualify as attractive on this model before becoming a fund manager. What can I say My understanding is that nowadays AI gives you power to quantify almost anything things that were basically impossible to quantify in the past. Then - scholars are happy"  
[X Link](https://x.com/anyuser/status/1710123195192242286)  2023-10-06T02:41Z [--] followers, [--] engagements


"pt 3/6: U.S. adds [--] China-linked firms to BIS Entity List; final rule effective on publication $SMH $SOXX $NVDA $AMD $MU"  
[X Link](https://x.com/PickAlphaAI/status/1976286597923696818)  2025-10-09T14:00Z [--] followers, [--] engagements


"pt 2/6: Bristol Myers to acquire Orbital Therapeutics for $1.5bn all-cash to expand RNA medicines $BMY"  
[X Link](https://x.com/PickAlphaAI/status/1976620843846500740)  2025-10-10T12:08Z [--] followers, [--] engagements


"pt 3/6: Venture Global wins arbitration against BP/Shell claims tied to Calcasieu Pass delays; stock falls $BP $SHEL $LNG"  
[X Link](https://x.com/PickAlphaAI/status/1976620903925748042)  2025-10-10T12:08Z [--] followers, [--] engagements


"pt 2/5: Binance Futures launches USD-margined METUSDT perpetual contract in pre-market trading $MET"  
[X Link](https://x.com/PickAlphaAI/status/1977576370831335637)  2025-10-13T03:25Z [--] followers, [--] engagements


"pt 3/5: Coinbase incident: Base network sends delayed; degraded performance reported and resolved $BASE $BTC $ETH"  
[X Link](https://x.com/PickAlphaAI/status/1977576445619974457)  2025-10-13T03:25Z [--] followers, [--] engagements


"pt 5/5: Coinbase incident: dYdX network sends experienced degraded performance and delays $DYDX $BTC $ETH"  
[X Link](https://x.com/PickAlphaAI/status/1977576780086317158)  2025-10-13T03:27Z [--] followers, [---] engagements


"pt 2/7: Binance to list Recall (RECALL) on Alpha & launch RECALLUSDT Perp (up to 50x) on Oct 15; details posted Oct [--] $RECALL $FDUSD"  
[X Link](https://x.com/PickAlphaAI/status/1977897702080778653)  2025-10-14T00:42Z [--] followers, [---] engagements


"pt 4/7: Bitget suspends CRO-ERC20 withdrawals starting 23:38 (UTC+8) Oct 13; trading unaffected $CRO"  
[X Link](https://x.com/PickAlphaAI/status/1977897819382981091)  2025-10-14T00:42Z [--] followers, [--] engagements


"pt 6/7: Kraken lists SIDEKICK; spot trading live Oct 13"  
[X Link](https://x.com/PickAlphaAI/status/1977897917768704428)  2025-10-14T00:43Z [--] followers, [--] engagements


"pt 7/7: Bitget to list Fleek (FLK) on Oct [--] (12:00 UTC) and LAB on Oct [--] (12:00 UTC); deposits open $FLK $LAB"  
[X Link](https://x.com/PickAlphaAI/status/1977897960294736114)  2025-10-14T00:43Z [--] followers, [--] engagements


"pt 2/5: Binance Futures launched CLOUSDT perpetuals (up to 50x) at 07:30 ET; Binance Alpha spot for CLO went live at 07:00 ET"  
[X Link](https://x.com/PickAlphaAI/status/1978270765574193616)  2025-10-15T01:24Z [--] followers, [--] engagements


"pt 3/5: Binance executed tick-size changes for multiple spot & margin pairs at 01:00 ET and 03:00 ET (Oct 14); price bands/precision updated"  
[X Link](https://x.com/PickAlphaAI/status/1978270818594365801)  2025-10-15T01:24Z [--] followers, [--] engagements


"pt 5/5: Coinbase: RTP withdrawals over $10k temporarily limited by partner bank; incident ran 19:1920:07 ET on Oct [--] now resolved $BTC $ETH"  
[X Link](https://x.com/PickAlphaAI/status/1978270913586942352)  2025-10-15T01:25Z [--] followers, [--] engagements


"pt 3/6: JPMorgan Q3 [----] beats; raises full-year NII to $95.8bn; Markets revenue record $8.9bn equity +33% FICC +21% $JPM $XLF $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1978429975796605158)  2025-10-15T11:57Z [--] followers, [--] engagements


"pt 5/6: Citigroup Q3 [----] profit +16% to $3.8bn; record revenue $22.1bn; adj. EPS $2.24 ex-$726mn Banamex loss; markets +15% to $5.6bn $C $XLF $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1978430072395554909)  2025-10-15T11:57Z [--] followers, [--] engagements


"pt 6/6: BlackRock addresses credit stress fears post First Brands/Tricolor bankruptcies; sees idiosyncratic pockets not broad contagion $BLK $XLF $HYG $JNK"  
[X Link](https://x.com/PickAlphaAI/status/1978430118960783737)  2025-10-15T11:57Z [--] followers, [--] engagements


"pt 2/5: OKX lists COAI/USDT USDT-margined perpetual futures; trading opened Oct [--] at 14:30 UTC (10:30 ET) up to 50x leverage $COAI"  
[X Link](https://x.com/PickAlphaAI/status/1978620313618309461)  2025-10-16T00:33Z [--] followers, [--] engagements


"pt 3/5: Binance to list ZEROBASE: ZBTUSDT Perpetual (50x) at 11:30 UTC on Oct 17; spot on Binance Alpha at 11:00 UTC $ZBT"  
[X Link](https://x.com/PickAlphaAI/status/1978620541889130931)  2025-10-16T00:34Z [--] followers, [--] engagements


"pt 4/5: Kraken: XRP deposits/withdrawals delays incident (Incident # not provided) resolved after [--] minutes (01:5502:32 UTC Oct 15) $XRP"  
[X Link](https://x.com/PickAlphaAI/status/1978620596989690265)  2025-10-16T00:34Z [--] followers, [--] engagements


"pt 5/5: Kraken lists Yield Basis (YB); deposits opened 10:00 UTC and spot trading at 11:00 UTC on Oct [--] $YB"  
[X Link](https://x.com/PickAlphaAI/status/1978620645027062061)  2025-10-16T00:34Z [--] followers, [--] engagements


"pt 2/8: BoeingSpirit deal: EU clears $4.7bn acquisition with Airbus-related divestitures; closing still pending U.S. approval $BA $SPR"  
[X Link](https://x.com/PickAlphaAI/status/1978790846729187395)  2025-10-16T11:51Z [--] followers, [---] engagements


"pt 2/5: Binance to cease **ERC-20 OCEAN** deposits on Oct [--] at 03:00 UTC; other networks unaffected $OCEAN"  
[X Link](https://x.com/PickAlphaAI/status/1978994935782146284)  2025-10-17T01:22Z [--] followers, [--] engagements


"pt 3/5: Binance Futures: tick size changes for multiple USD-M perpetuals at 07:00 UTC Oct [--] (e.g. BASUSDT CLOUSDT)"  
[X Link](https://x.com/PickAlphaAI/status/1978994983731438008)  2025-10-17T01:22Z [--] followers, [--] engagements


"pt 6/6: ASML Q3 2025: 7.5bn revenue 2.1bn net income; bookings 5.4bn; maintains FY25 guide (+15% sales 52% GM); [----] not below [----] $ASML $SOXX $LRCX $AMAT"  
[X Link](https://x.com/PickAlphaAI/status/1979191711843614815)  2025-10-17T14:24Z [--] followers, [--] engagements


"pt 5/6: TopBuild closes acquisition of Specialty Products & Insulation (SPI); expands mechanical insulation footprint $BLD $CSL $FIX $ITB"  
[X Link](https://x.com/PickAlphaAI/status/1976286704030851376)  2025-10-09T14:00Z [---] followers, [--] engagements


"pt 6/6: OPENLANE closes $558.9m repurchase of 53% of Series A Convertible Preferred; amends credit agreement to add $550m term loans $KAR"  
[X Link](https://x.com/PickAlphaAI/status/1976286755465859183)  2025-10-09T14:00Z [---] followers, [---] engagements


"What happened overnight - 2025.10.10 pre-market material news: pt 1/6: Chinas SAMR opens antitrust review into Qualcomms planned Autotalks acquisition $QCOM"  
[X Link](https://x.com/PickAlphaAI/status/1976620727735603435)  2025-10-10T12:07Z [---] followers, [--] engagements


"pt 6/6: Elastic authorizes $500m three-year share repurchase program $ESTC"  
[X Link](https://x.com/PickAlphaAI/status/1976621071060418811)  2025-10-10T12:09Z [--] followers, [--] engagements


"pt 3/6: Brookfield to buy remaining 26% of Oaktree for nearly $3B; funding split between BN and BAM; closing targeted Q126 $BN $BAM $BX $APO"  
[X Link](https://x.com/PickAlphaAI/status/1977727542099333543)  2025-10-13T13:26Z [---] followers, [--] engagements


"pt 4/6: Novo Nordisk to acquire Akero Therapeutics for up to $5.20B: $54 cash per share ($4.7B) + $6 CVR on U.S. approval by June [----] $AKRO $NVO $LLY $XBI"  
[X Link](https://x.com/PickAlphaAI/status/1977727595136380937)  2025-10-13T13:26Z [---] followers, [---] engagements


"pt 5/6: Bristol Myers Squibb to acquire Orbital Therapeutics for $1.5B cash to expand cell therapy/RNA platform; closing subject to customary approvals $BMY $XBI $IBB"  
[X Link](https://x.com/PickAlphaAI/status/1977727645505786261)  2025-10-13T13:26Z [--] followers, [---] engagements


"pt 3/7: Moonbeam (GLMR) network upgrade executed at block [--------] (13:00 UTC); Binance paused/resumed transfers around activation $GLMR"  
[X Link](https://x.com/PickAlphaAI/status/1977897756816543975)  2025-10-14T00:42Z [--] followers, [---] engagements


"What happened overnight - 2025.10.14 pre-market material news: pt 1/5: Rayonier and PotlatchDeltic agree all-stock merger of equals ($8.2B EV) to create large U.S. timber & wood products REIT $RYN $PCH $WOOD"  
[X Link](https://x.com/PickAlphaAI/status/1978067384213672050)  2025-10-14T11:56Z [---] followers, [---] engagements


"pt 3/5: Starboard Value builds stake in Keurig Dr Pepper after investor-disliked JDE Peets deal; begins engagement with management $KDP $PEP"  
[X Link](https://x.com/PickAlphaAI/status/1978067493848518840)  2025-10-14T11:56Z [---] followers, [--] engagements


"pt 4/5: Caterpillar to acquire Australias RPMGlobal for A$1.12B (US$728M) in mining software push; A$5.00/share cash offer $CAT"  
[X Link](https://x.com/PickAlphaAI/status/1978067549678866783)  2025-10-14T11:57Z [--] followers, [--] engagements


"pt 5/5: Brookfield to buy remaining Oaktree stake ($3B) to fully consolidate credit platform $BN $BAM"  
[X Link](https://x.com/PickAlphaAI/status/1978067596671889890)  2025-10-14T11:57Z [--] followers, [--] engagements


"Crypto Nightly - 2025.10.14 cross-market material news: pt 1/5: CME: First trades executed in newly listed options on Solana (SOL) and XRP futures; contracts now live with daily/monthly/quarterly expiries $SOL $XRP"  
[X Link](https://x.com/PickAlphaAI/status/1978270647861105059)  2025-10-15T01:24Z [--] followers, [--] engagements


"pt 4/5: Binance to remove selected margin pairs on Oct 16; notice published 10:22 ET on Oct [--] with affected symbols and timelines $BBUSDT"  
[X Link](https://x.com/PickAlphaAI/status/1978270868351381914)  2025-10-15T01:25Z [--] followers, [---] engagements


"What happened overnight - 2025.10.15 pre-market material news: pt 1/6: Morgan Stanley Q3 [----] profit jumps on 54%+ IB rebound; equities/FICC mixed; CET1 15% outlook flags strongest backlog in [--] years $MS $XLF $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1978429864748126224)  2025-10-15T11:56Z [---] followers, [--] engagements


"pt 4/6: Goldman Sachs Q3 [----] tops EPS; IB fees +42% to $2.66bn; AWM +17% to $4.4bn; shares dip on trading underperformance $GS $XLF $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1978430022600810862)  2025-10-15T11:57Z [---] followers, [--] engagements


"Crypto Nightly - 2025.10.15 cross-market material news: pt 1/5: Binance to remove six spot trading pairs on Oct [--] at 03:00 UTC (ANKR/BTC BOME/EUR DATA/BTC HOME/BNB SHELL/BNB SPK/BNB) $ANKR $BOME $DATA $HOME $SHELL $SPK"  
[X Link](https://x.com/PickAlphaAI/status/1978620260233183455)  2025-10-16T00:33Z [--] followers, [---] engagements


"pt 3/8: Rayonier to merge with PotlatchDeltic in all-stock forestry deal (1.7339x RYN for each PCH) implying $44.11 per PCH share $RYN $PCH $WOOD"  
[X Link](https://x.com/PickAlphaAI/status/1978790900999598197)  2025-10-16T11:51Z [---] followers, [--] engagements


"pt 5/8: BNY Mellon Q3: revenue slips; securities services growth offsets fee pressure; capital return intact $BK $XLF"  
[X Link](https://x.com/PickAlphaAI/status/1978791047623766412)  2025-10-16T11:52Z [--] followers, [--] engagements


"pt 7/8: S&P Global to buy With Intelligence for $1.8bn to expand fund/allocators data franchise $SPGI $MSCI $MORN"  
[X Link](https://x.com/PickAlphaAI/status/1978791157766435152)  2025-10-16T11:52Z [---] followers, [---] engagements


"pt 8/8: CFPB v. MoneyLion: parties tell court theyve reached settlement in principle (injunctive + monetary); proposed judgment due by Nov [--] $ML $XLF"  
[X Link](https://x.com/PickAlphaAI/status/1978791212489244862)  2025-10-16T11:52Z [--] followers, [--] engagements


"Crypto Nightly - 2025.10.16 cross-market material news: pt 1/5: Coinbase incident resolved: PayPal deposits & buys were delayed for [--] minutes on Oct [--] (withdrawals normal) $BTC $ETH"  
[X Link](https://x.com/PickAlphaAI/status/1978994858221040108)  2025-10-17T01:21Z [---] followers, [--] engagements


"pt 4/5: Binance to pause **ZKsync Era (ZK)** deposits/withdrawals Oct [--] for network upgrade; trading unaffected $ZK $ZKUSDT $ETH"  
[X Link](https://x.com/PickAlphaAI/status/1978995024135090607)  2025-10-17T01:22Z [---] followers, [---] engagements


"pt 5/5: Binance ETH network wallet maintenance: ERC-20 **deposits/withdrawals paused** Oct [--] 05:5507:00 UTC (01:5503:00 ET) $ETH $USDT $USDC"  
[X Link](https://x.com/PickAlphaAI/status/1978995069702041731)  2025-10-17T01:22Z [--] followers, [---] engagements


"What happened overnight - 2025.10.17 pre-market material news: pt 1/6: American Express (AXP) Q3 2025: revenue $18.4bn (+9% YoY) diluted EPS $4.14; raises FY25 EPS to $15.20$15.50 $AXP $XLF $KBE"  
[X Link](https://x.com/PickAlphaAI/status/1979191395249221859)  2025-10-17T14:22Z [---] followers, [--] engagements


"pt 2/6: SLB Q3 2025: revenue $8.93bn (3% YoY) GAAP EPS $0.50 / adj. EPS $0.69; sequential margin expansion strong FCF $SLB $XLE $OIH"  
[X Link](https://x.com/PickAlphaAI/status/1979191500647837956)  2025-10-17T14:23Z [---] followers, [--] engagements


"pt 3/6: EU clears Boeings acquisition of Spirit AeroSystems with conditions; U.S. reviews ongoing $BA $SPR $EADSY $ITA"  
[X Link](https://x.com/PickAlphaAI/status/1979191547708022801)  2025-10-17T14:23Z [---] followers, [---] engagements


"pt 4/6: Morgan Stanley (MS) Q3 2025: profit $4.6bn EPS $2.80; revenue $18.2bn IB +44% YoY wealth AUM $8.9tn $MS $XLF $GS $JPM"  
[X Link](https://x.com/PickAlphaAI/status/1979191605736231235)  2025-10-17T14:23Z [--] followers, [--] engagements


"pt 5/6: TSMC (TSM) Q3 2025: net profit +39.1% YoY; raises FY25 revenue outlook on AI demand $TSM $SOXX $NVDA $AMD $AVGO"  
[X Link](https://x.com/PickAlphaAI/status/1979191654767624320)  2025-10-17T14:23Z [--] followers, [--] engagements


"Crypto Nightly - 2025.10.17 cross-market material news: pt 1/5: Binance lists ZEROBASE (ZBT) on Spot: USDT USDC BNB FDUSD & TRY pairs live; deposits opened and withdrawals enabled with contract addresses $ZBT $BNB $USDT $USDC $FDUSD $TRY"  
[X Link](https://x.com/PickAlphaAI/status/1979376187534172671)  2025-10-18T02:37Z [--] followers, [---] engagements


"pt 2/5: Binance adds ZBT to Simple Earn Buy Crypto Convert & enables Margin (ZBT/USDT ZBT/USDC) with leverage tiers and borrowable status $ZBT $USDT $USDC"  
[X Link](https://x.com/PickAlphaAI/status/1979376242362130741)  2025-10-18T02:37Z [--] followers, [--] engagements


"pt 5/5: Kraken incident: Consumer trading unavailable (Instant Buy/Sell) for [---] minutes; resolved at 16:19 ET with full restoration $BTC $ETH $SOL"  
[X Link](https://x.com/PickAlphaAI/status/1979376414328500247)  2025-10-18T02:38Z [--] followers, [--] engagements


"Look Into Next Week Company Look - Earnings focus next week is broad: industrials/aero (GE premkt Tue) autos (GM premkt Tue; Ford Thu postmkt) semis (TXN Tue postmkt; revenue $4.65B) and media/consumption (NFLX Tue postmkt; TSLA Wed postmkt). Guidance and margin commentary from Weekly Recap Look Into Next Week 2025-10-19 https://t.co/WhJBn8EtgZ Weekly Recap Look Into Next Week 2025-10-19 https://t.co/WhJBn8EtgZ"  
[X Link](https://x.com/PickAlphaAI/status/1979982407517520376)  2025-10-19T18:46Z [--] followers, [--] engagements


"pt 2/3: FTC finalizes consent order on SynopsysAnsys merger (C-4820) requiring ECAD divestitures to Keysight; order effective $SNPS $ANSS $KEYS $CDNS $QQQ"  
[X Link](https://x.com/PickAlphaAI/status/1980227031226069015)  2025-10-20T10:58Z [---] followers, [---] engagements


"Crypto Nightly - 2025.10.20 cross-market material news: pt 1/6: Binance Futures delists USD-M SLERFUSDT perpetual at 09:00 UTC (05:00 ET) on Oct 20; positions auto-settled and contract removed $SLERF $BTC $ETH"  
[X Link](https://x.com/PickAlphaAI/status/1980387890497765695)  2025-10-20T21:37Z [--] followers, [--] engagements


"pt 3/6: Kraken incident: USD funding via Plaid temporarily unavailable; issue resolved at 20:01 UTC (16:01 ET) on Oct [--] $BTC $ETH $SOL"  
[X Link](https://x.com/PickAlphaAI/status/1980388122027602222)  2025-10-20T21:38Z [--] followers, [--] engagements


"pt 4/6: Kraken incident: Base network funding delays resolved at 10:43 UTC (06:43 ET) on Oct 20; sends/receives normalized $ETH $USDC $BTC"  
[X Link](https://x.com/PickAlphaAI/status/1980388260309508536)  2025-10-20T21:38Z [--] followers, [--] engagements


"pt 5/6: Coinbase Status: Degraded performance in Crypto-Backed Loans started 08:30 PDT (11:30 ET) Oct 20; issue under investigation $BTC $ETH"  
[X Link](https://x.com/PickAlphaAI/status/1980388355344122119)  2025-10-20T21:39Z [--] followers, [--] engagements


"pt 6/6: HTX (Huobi) lists token [--] (4) in Innovation Zone; trading opened at 13:00 UTC (09:00 ET) on Oct [--] with 4/USDT pair $USDT $BTC $ETH"  
[X Link](https://x.com/PickAlphaAI/status/1980388460537213024)  2025-10-20T21:39Z [--] followers, [---] engagements


"pt 2/7: Northrop Grumman lifts [----] EPS guidance again; trims sales view; Q3 EPS $7.67 on $10.42B revenue $NOC $LMT $GD $ITA $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1980595012321612176)  2025-10-21T11:20Z [--] followers, [--] engagements


"pt 3/7: RTX raises [----] profit & sales outlook; demand offsets tariff costs; Q3 revenue +12% to $22.48B $RTX $LMT $NOC $ITA $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1980595272351653933)  2025-10-21T11:21Z [--] followers, [--] engagements


"pt 4/7: 3M boosts [----] profit view on margin expansion; pre-market catalyst for industrials complex $MMM $XLI $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1980596052538397014)  2025-10-21T11:24Z [--] followers, [--] engagements


"pt 5/7: General Motors lifts [----] outlook; trims tariff hit; cites stable pricing and cost control $GM $F $CARZ $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1980596166854062524)  2025-10-21T11:24Z [---] followers, [--] engagements


"pt 6/7: BrightSpring prices 15M-share secondary by holders; concurrent repurchase authorized up to 1.5M shares $BTSG"  
[X Link](https://x.com/PickAlphaAI/status/1980596266422722847)  2025-10-21T11:25Z [---] followers, [--] engagements


"Crypto Nightly - 2025.10.21 cross-market material news: pt 1/6: Binance Futures launched BLUAIUSDT perpetuals; BLUAI also live on Binance Alpha $BLUAI $USDT $BNB"  
[X Link](https://x.com/PickAlphaAI/status/1980794431172173946)  2025-10-22T00:32Z [--] followers, [---] engagements


"pt 2/6: Binance to list Turtle (TURTLE) on Oct 22; deposits opened Oct 21; pairs set (USDT/USDC/BNB/FDUSD/TRY) $TURTLE $BNB $USDT $USDC $FDUSD"  
[X Link](https://x.com/PickAlphaAI/status/1980794526836162990)  2025-10-22T00:33Z [--] followers, [--] engagements


"pt 3/6: Coinbase incident: Coinbase One rebates unavailable (94-minute outage) resolved 17:40 ET $BTC $ETH"  
[X Link](https://x.com/PickAlphaAI/status/1980794630032531462)  2025-10-22T00:33Z [--] followers, [--] engagements


"pt 4/6: Coinbase incident: Polygon network sends delayed (37-minute degradation) resolved 15:56 ET $MATIC $ETH $BTC"  
[X Link](https://x.com/PickAlphaAI/status/1980794715738955887)  2025-10-22T00:33Z [--] followers, [---] engagements


"pt 5/6: Binance Futures delisted COIN-M CHZUSD perpetual after settlement at 06:00 ET $CHZ $BTC"  
[X Link](https://x.com/PickAlphaAI/status/1980794805182689433)  2025-10-22T00:34Z [--] followers, [---] engagements


"pt 6/6: Kraken: USD deposits via Plaid issue incident resolved 04:06 ET (deposits disabled via Plaid until fix) $BTCUSD $ETHUSD $BTC $ETH"  
[X Link](https://x.com/PickAlphaAI/status/1980794898090717515)  2025-10-22T00:34Z [--] followers, [--] engagements


"What happened overnight - 2025.10.22 pre-market material news: pt 1/8: GE Aerospace raises [----] EPS outlook to $6.00$6.20 on strong aftermarket & engine deliveries $GE $JETS $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1980970484306219128)  2025-10-22T12:12Z [---] followers, [---] engagements


"pt 2/8: General Motors lifts [----] core profit outlook; trims tariff headwind; shares jump $GM $F $STLA $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1980970633250103628)  2025-10-22T12:12Z [--] followers, [--] engagements


"pt 3/8: RTX raises [----] forecast despite tariff worries; demand for defense & commercial lifts outlook $RTX $ITA $JETS"  
[X Link](https://x.com/PickAlphaAI/status/1980970746663821725)  2025-10-22T12:13Z [---] followers, [--] engagements


"pt 4/8: Netflix Q3 misses EPS on $619mn Brazil tax dispute; guides Q4 revenue/EPS above Street $NFLX $XLC $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1980970872497230264)  2025-10-22T12:13Z [--] followers, [--] engagements


"pt 5/8: Texas Instruments guides Q4 below estimates; analog cycle recovery delayed; shares fall $TXN $SOXX $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1980970968903209446)  2025-10-22T12:14Z [--] followers, [--] engagements


"pt 6/8: GE Vernova to acquire remaining 50% of Prolec GE JV for $5.28bn amid grid equipment demand $GEV $XLI"  
[X Link](https://x.com/PickAlphaAI/status/1980971068564140456)  2025-10-22T12:14Z [---] followers, [--] engagements


"pt 8/8: Veeam to buy data-governance firm Securiti AI for $1.73bn to bolster AI data compliance stack $MSFT $AMZN $GOOGL $PANW $CRWD"  
[X Link](https://x.com/PickAlphaAI/status/1980971264102531104)  2025-10-22T12:15Z [--] followers, [--] engagements


"Crypto Nightly - 2025.10.22 cross-market material news: pt 1/4: Binance launches USD-M TURTLEUSDT perpetual (50x) live 11:00 ET with defined specs $TURTLE"  
[X Link](https://x.com/PickAlphaAI/status/1981135246411387128)  2025-10-22T23:07Z [--] followers, [---] engagements


"pt 2/4: Binance enables direct USD deposits/withdrawals (BPay Global) with limited-time [--] USD:1 USDC offer; high limits up to $50mn/day $USDC $USDT $BTC $ETH"  
[X Link](https://x.com/PickAlphaAI/status/1981135354515378348)  2025-10-22T23:07Z [--] followers, [--] engagements


"pt 3/4: Binance to remove four spot pairs (A/FDUSD AXS/BNB GALA/BTC PNUT/BRL) at 23:00 ET on Oct 23; bots terminate simultaneously $AXS $GALA $PNUT $A $BNB $BTC $FDUSD $BRL"  
[X Link](https://x.com/PickAlphaAI/status/1981135466335523111)  2025-10-22T23:07Z [--] followers, [--] engagements


"What happened overnight - 2025.10.23 pre-market material news: pt 1/6: U.S. sanctions Rosneft and Lukoil; Russia vows response as oil jumps $XLE $XOM $CVX"  
[X Link](https://x.com/PickAlphaAI/status/1981309360664899933)  2025-10-23T10:38Z [---] followers, [--] engagements


"pt 3/6: EU formally bans Russian LNG imports; U.S. LNG exporters seen as beneficiaries $LNG $EQT $UNG"  
[X Link](https://x.com/PickAlphaAI/status/1981309628072796294)  2025-10-23T10:40Z [--] followers, [--] engagements


"pt 4/6: Southwest (LUV) delivers surprise Q3 profit and guides to record Q4 sales; margin expansion seen $LUV $JETS $DAL $UAL"  
[X Link](https://x.com/PickAlphaAI/status/1981309711426474218)  2025-10-23T10:40Z [--] followers, [--] engagements


"pt 5/6: GE Vernova Q3: revenue beat wind remains weak; buys remaining 50% of Prolec GE for $5.28bn $GEV $ETN $XLU"  
[X Link](https://x.com/PickAlphaAI/status/1981309802845184210)  2025-10-23T10:40Z [---] followers, [--] engagements


"What happened overnight - 2025.10.24 pre-market material news: pt 1/5: U.S. sanctions Rosneft & Lukoil; crude jumps 5% as buyers pivot immediate supply shock risk $XLE $XOP Feel free to read the full analysis here and subscribe for daily feed - https://open.substack.com/pub/pickalpha/p/pre-market-take-2025-10-24-5-materialr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pre-market-take-2025-10-24-5-materialr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1981688749118611900)  2025-10-24T11:46Z [---] followers, [--] engagements


"pt 2/5: Intel Q3 [----] beats; guides Q4 revenue $12.8$13.8bn and non-GAAP EPS $0.08; 4:01pm EDT release $INTC $SOXX $SMH $QQQ"  
[X Link](https://x.com/PickAlphaAI/status/1981688851254182328)  2025-10-24T11:46Z [--] followers, [--] engagements


"pt 3/5: MidWestOne to acquire Nicolet Bankshares in $642mn cash-and-stock deal (0.47x + $7.40 cash per share) $MOFG $NIC $KRE $KBE"  
[X Link](https://x.com/PickAlphaAI/status/1981688987732541672)  2025-10-24T11:47Z [--] followers, [--] engagements


"pt 4/5: Alaska Airlines network hit by IT outage; delays/cancellations ripple across U.S. carriers $ALK $JETS $DAL $UAL $AAL $JBLU"  
[X Link](https://x.com/PickAlphaAI/status/1981689107287024115)  2025-10-24T11:47Z [--] followers, [--] engagements


"pt 5/5: GE Aerospace lifts [----] EPS outlook to $6.00$6.20 on stronger aftermarket; shares in focus $GE $XLI $ITA $RTX"  
[X Link](https://x.com/PickAlphaAI/status/1981689203294683189)  2025-10-24T11:48Z [---] followers, [--] engagements


"pt 2/8: Trian & General Catalyst make $7.2bn ($46/share) proposal to acquire Janus Henderson (JHG) $JHG $SPY $XLF $BEN $AB"  
[X Link](https://x.com/PickAlphaAI/status/1982894127248556523)  2025-10-27T19:36Z [--] followers, [---] engagements


"pt 4/8: Keurig Dr Pepper (KDP) lifts [----] sales growth view to 67% and secures $7bn long-term funding $KDP $XLP $KO $PEP"  
[X Link](https://x.com/PickAlphaAI/status/1982894421285974244)  2025-10-27T19:37Z [---] followers, [--] engagements


"pt 5/8: DuPont Qnity spin-off mechanics go live: when-issued Q WI and DD ex-distribution markets active Oct 2731; distribution Nov [--] $DD $SPY $XLB"  
[X Link](https://x.com/PickAlphaAI/status/1982894967933858089)  2025-10-27T19:39Z [--] followers, [--] engagements


"pt 6/8: Huntington (HBAN) to acquire Cadence Bank (CADE) in $7.4bn all-stock deal (2.475x HBAN per CADE); closing targeted Q126 $HBAN $CADE $KRE $XLF"  
[X Link](https://x.com/PickAlphaAI/status/1982895054063841416)  2025-10-27T19:39Z [---] followers, [--] engagements


"pt 7/8: U.S. 5-Year Treasury auction: high yield 3.625% (prev 3.563%); bid-to-cover [----] softens belly amid supply $TNX $IEF $TYX"  
[X Link](https://x.com/PickAlphaAI/status/1982895141083066487)  2025-10-27T19:40Z [---] followers, [--] engagements


"pt 8/8: Dallas Fed Texas Manufacturing Outlook Survey (Oct): General Business Activity [---] (prev 8.7); Production [---] (prev 5.5) $RTY $ES $DXY $XLI $IWM"  
[X Link](https://x.com/PickAlphaAI/status/1982895251632374209)  2025-10-27T19:40Z [--] followers, [--] engagements


"2025-10-27 [--] material moves Full Analysis - Novartis agrees to buy Avidity for 12bn $RNA $NVS Activists propose [--] cash bid for Janus Henderson $JHG $SPY Huntington to acquire Cadence in [--] 4bn deal $HBAN $CADE Etc. https://open.substack.com/pub/pickalpha/p/pre-market-take-2025-10-27-8-materialr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pre-market-take-2025-10-27-8-materialr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1982896066883399823)  2025-10-27T19:43Z [---] followers, [--] engagements


"Crypto Nightly - 2025.10.27 cross-market material news: pt 1/3: Binance launched Common (COMMON) on Binance Alpha (08:00 ET) and COMMONUSDT Perpetuals (08:30 ET) with up to 50x leverage specs live"  
[X Link](https://x.com/PickAlphaAI/status/1982987998670258378)  2025-10-28T01:49Z [---] followers, [---] engagements


"pt 2/3: Binance launched Semantic Layer (42) on Binance Alpha (06:00 ET) and 42USDT Perpetuals (06:30 ET) at up to 50x leverage; parameters disclosed"  
[X Link](https://x.com/PickAlphaAI/status/1982988098947727393)  2025-10-28T01:49Z [---] followers, [---] engagements


"pt 3/3: Binance to suspend deposits/withdrawals for MANTRA (OM) at block [-------] (approx. 03:51 ET) on Oct [--] and for MultiversX (EGLD) at 12:00 ET on Oct [--] due to network upgrades. $OM $EGLD"  
[X Link](https://x.com/PickAlphaAI/status/1982988215280906529)  2025-10-28T01:50Z [--] followers, [---] engagements


"pt 2/5: UPS Q3 prints and outlook: profit down YoY but company guides Q4 revenue above estimates $UPS $FDX $IYT $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1983125287790358588)  2025-10-28T10:54Z [--] followers, [---] engagements


"pt 4/5: UK FCA confirms overhaul of short-selling disclosures: ends public naming of individual shorts; extends reporting deadlines $EWU $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1983125468904558618)  2025-10-28T10:55Z [---] followers, [--] engagements


"Barclays acquires Best Egg for 800mn $BCS $COF UPS reports Q3 net income [--] 48bn $UPS $FDX Amazon cuts [--] [---] corporate roles $AMZN $QQQ Etc. Pre-Market Take 2025-10-28 [--] material moves https://open.substack.com/pub/pickalpha/p/pre-market-take-2025-10-28-5-materialr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pre-market-take-2025-10-28-5-materialr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1983126427512836283)  2025-10-28T10:59Z [---] followers, [---] engagements


"What happened overnight - 2025.10.29 pre-market material news: """ NEC acquires CSG Systems for [--] 9B $CSGS $SPY Microsoft secures [--] of OpenAI valued 500B $MSFT $ORCL Skyworks buys Qorvo creating 22B EV $SWKS $QRVO Etc. """ pt 1/10: Microsoft and OpenAI sign new agreement: OpenAI restructures as PBC at $500bn valuation; Microsoft holds 27% stake ($135bn) and secures $250bn Azure commitment $MSFT $ORCL $GOOGL $NVDA $QQQ $SMCI https://twitter.com/i/web/status/1983464077721583958 https://twitter.com/i/web/status/1983464077721583958"  
[X Link](https://x.com/PickAlphaAI/status/1983464077721583958)  2025-10-29T09:21Z [---] followers, [---] engagements


"pt 2/10: Skyworks (SWKS) to acquire/merge with Qorvo (QRVO) in cash-and-stock deal: $32.50 cash + [-----] SWKS per QRVO share; combined EV $22bn pro-forma revenue $7.7bn $SWKS $QRVO $AAPL $SOXX $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1983464181874721130)  2025-10-29T09:21Z [--] followers, [--] engagements


"pt 4/10: PayPal (PYPL) initiates quarterly dividend at $0.14/share starting Q4; reports Q3 results and FY25 outlook $PYPL $SQ $AFRM $V $MA $XLF"  
[X Link](https://x.com/PickAlphaAI/status/1983464474192511025)  2025-10-29T09:22Z [--] followers, [---] engagements


"pt 5/10: UPS (UPS) Q3 beats and reiterates FY25 guidance; U.S. domestic softness offset by intl. and cost control $UPS $FDX $IYT $XTN $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1983464628459094249)  2025-10-29T09:23Z [--] followers, [--] engagements


"pt 7/10: NEC to acquire CSG Systems (CSGS) for $80.70/share cash ($2.9bn) definitive agreement announced $CSGS $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1983464812056383942)  2025-10-29T09:23Z [---] followers, [---] engagements


"pt 8/10: FHFA HPI (Aug): +0.4% MoM; +2.3% YoY; July revised to 0.0% from 0.1% $ITB $XHB $TLT"  
[X Link](https://x.com/PickAlphaAI/status/1983464920571392331)  2025-10-29T09:24Z [--] followers, [---] engagements


"pt 9/10: U.S. Conference Board Consumer Confidence (Oct): headline [----] vs [----] prior $SPY $XLY $DXY"  
[X Link](https://x.com/PickAlphaAI/status/1983465016465801241)  2025-10-29T09:24Z [--] followers, [--] engagements


"pt 10/10: U.S. clarifies Rosneft Germany (PCK refinery) not covered by latest sanctions refining flows shielded $XLE"  
[X Link](https://x.com/PickAlphaAI/status/1983465115891748975)  2025-10-29T09:25Z [--] followers, [--] engagements


"Pre-Market Take 2025-10-29 [--] material moves NEC acquires CSG Systems for [--] 9B $CSGS $SPY Microsoft secures [--] of OpenAI valued 500B $MSFT $ORCL Skyworks buys Qorvo creating 22B EV $SWKS $QRVO Etc. https://open.substack.com/pub/pickalpha/p/pre-market-take-2025-10-29-10-materialr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pre-market-take-2025-10-29-10-materialr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1983465398805921925)  2025-10-29T09:26Z [---] followers, [---] engagements


"pt 1/6: Fed cuts [--] bp to 3.75%4.00% range and signals QT wind-down Dec 1; sets IOER 3.90% ON RRP 3.80% $SPY $UUP $TLT $XLF"  
[X Link](https://x.com/PickAlphaAI/status/1983860800906215567)  2025-10-30T11:37Z [--] followers, [---] engagements


"pt 3/6: Thermo Fisher to acquire Clario for up to $9.4bn (incl. earnout & deferred) expanding clinical-trial tech/biopharma services $TMO $IHI $IQV $XHE"  
[X Link](https://x.com/PickAlphaAI/status/1983860927608111517)  2025-10-30T11:37Z [---] followers, [---] engagements


"pt 4/6: EIA reports large U.S. crude (6.9mn bbl) and gasoline (5.9mn bbl) draws for week ended Oct [--] supportive for WTI/RBOB $USO"  
[X Link](https://x.com/PickAlphaAI/status/1983861121527275713)  2025-10-30T11:38Z [--] followers, [--] engagements


"Pre-Market Take 2025-10-31 [--] material moves Amazon posts Q4 sales guide [---] 213bn $AMZN $QQQ Apple reports fiscal Q4 revenue [---] 5bn $AAPL $XLK Exxon raises dividend [--] to [--] [--] $XOM $CVX Etc. https://open.substack.com/pub/pickalpha/p/pre-market-take-2025-10-31-7-materialr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pre-market-take-2025-10-31-7-materialr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1984243899486105840)  2025-10-31T12:59Z [---] followers, [--] engagements


"What happened overnight - 2025.10.31 pre-market material news: pt 1/7: Apple posts $102.5bn revenue $1.85 EPS; declares $0.26 dividend payable Nov [--] $AAPL $XLK $QQQ"  
[X Link](https://x.com/PickAlphaAI/status/1984244246749270347)  2025-10-31T13:01Z [---] followers, [---] engagements


"pt 2/7: Amazon beats Q3; guides Q4 net sales to $206213bn and operating income $2126bn; AWS +20% YoY $AMZN $QQQ $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1984244403641397701)  2025-10-31T13:01Z [--] followers, [--] engagements


"pt 3/7: Exxon Mobil beats Q3; raises dividend 4% to $1.03; reiterates $20bn [----] buybacks; production 4.8m boe/d $XOM $CVX $XLE"  
[X Link](https://x.com/PickAlphaAI/status/1984244456842035573)  2025-10-31T13:01Z [---] followers, [--] engagements


"pt 4/7: Chevron tops Q3 estimates; record 4.1m boe/d after Hess close; CFO guides high confidence in FCF growth $CVX $XOM $XLE"  
[X Link](https://x.com/PickAlphaAI/status/1984244540031865115)  2025-10-31T13:02Z [--] followers, [--] engagements


"pt 5/7: FAA staffing shortfall triggers widespread delays at Orlando Dallas/Fort Worth and Washington-National; ground delay programs enacted $JETS $AAL $DAL $UAL $LUV"  
[X Link](https://x.com/PickAlphaAI/status/1984244600966615545)  2025-10-31T13:02Z [--] followers, [--] engagements


"pt 6/7: Office Properties Income Trust files Chapter 11; operating as debtor-in-possession under RSA $OPI $VNQ"  
[X Link](https://x.com/PickAlphaAI/status/1984244659431055737)  2025-10-31T13:02Z [--] followers, [--] engagements


"PickAlpha Weekend - [--] material analysis EU suspends rare earth export licenses [--] year $REMX $MP Berkshire posts [---] 7B cash and [--] operating gain $BRK.B $SPY Nigeria imposes [--] fuel duty while Dangote loads 45mL $XLE Etc. https://open.substack.com/pub/pickalpha/p/pickalpha-weekend-6-material-analysisr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pickalpha-weekend-6-material-analysisr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1984783194500030746)  2025-11-02T00:42Z [---] followers, [---] engagements


"PickAlpha Weekend - QuickTake: pt 1/6: EU says China has suspended rare-earth export controls for one year; policy shift eases supply risk for magnets and EVs $REMX $MP $TSLA $GM $F"  
[X Link](https://x.com/PickAlphaAI/status/1984784110410203290)  2025-11-02T00:46Z [---] followers, [---] engagements


"pt 2/6: Berkshire Hathaway Q3: cash hits a record $381.7bn; operating profit rises into Buffett handoff period $BRK.B $SPY $BIL"  
[X Link](https://x.com/PickAlphaAI/status/1984784207097250104)  2025-11-02T00:46Z [--] followers, [---] engagements


"pt 3/6: Chinas Nexperia facilities resume chip shipments after pause; Dutch-owned units restart eases power-semiconductor supply tightness $SMH $NVDA $QCOM $TXN $ON"  
[X Link](https://x.com/PickAlphaAI/status/1984784261379993844)  2025-11-02T00:46Z [--] followers, [---] engagements


"pt 5/6: Russia LNG exports -3.4% YTD to [----] mmt but October +21% MoM to record as Arctic LNG [--] cargoes flow to China; Europe intake -17.9% YTD $UNG $LNG"  
[X Link](https://x.com/PickAlphaAI/status/1984784364207501401)  2025-11-02T00:47Z [---] followers, [---] engagements


"pt 6/6: BYD October vehicle sales -12% YoY amid price competition; EV leaders monthly decline adds pressure across China EV complex $BYDDY $TSLA $KWEB"  
[X Link](https://x.com/PickAlphaAI/status/1984784405462966625)  2025-11-02T00:47Z [---] followers, [---] engagements


"PickAlpha Weekend - QuickTake (2025.11.02) OPEC raises December output targets [---] kb d $USO $XLE China pauses rare earths export controls [--] year $REMX $MP China pledges at least 12M tonnes soybeans $SOYB $ADM Etc. https://open.substack.com/pub/pickalpha/p/pickalpha-weekend-quicktake-20251102r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pickalpha-weekend-quicktake-20251102r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1985034723551244540)  2025-11-02T17:22Z [---] followers, [---] engagements


"pt 2/4: U.S.China trade truce: China pauses new rare-earths/magnets export controls for [--] year; U.S. pauses expanded entity blacklistgeneral licenses pledged for REE/gallium/germanium $REMX $MP $LIT $XLI"  
[X Link](https://x.com/PickAlphaAI/status/1985034927306670109)  2025-11-02T17:23Z [---] followers, [---] engagements


"pt 3/4: China commits to buy 12m tons U.S. soybeans in NovDec [----] and 25m tons annually for next [--] years; sorghum and hardwood log purchases to resume $SOYB $ADM $BG $BDRY"  
[X Link](https://x.com/PickAlphaAI/status/1985034973993177252)  2025-11-02T17:23Z [--] followers, [--] engagements


"PickAlpha Weekend - Weekly Recap U.S. rates and the dollar dominated price action despite a late-week Fed move: benchmark 10Y yields ended the week near 3.89% (+10 bps) while the 2Y finished about 3.70% (+12 bps) leaving the 2s10s around +19 bps. That came alongside a DXY gain of 0.9% to [-----] and VIX trading 15.618.5. Policy headlines mattered the Fed cut the funds range [--] bp to 3.754.00% and announced a Dec [--] QT winddown but sizable Treasury supply estimates ($590B Q4 marketable) and frontend volatility kept term premia and USD upside pressure transmitting to lower commodity prices (WTI"  
[X Link](https://x.com/PickAlphaAI/status/1985125521588371800)  2025-11-02T23:23Z [---] followers, [--] engagements


"PickAlpha Weekend - Look Into Next Week 2025-11-02 Macro Look MonFri macro prints (Treasury refunding ISM PMI JOLTS ISM Services EIA crude FOMC minutes jobless claims natgas storage payrolls) will reprice term premia and USD direction established this week. Large Q4 refunding details (Mon) could push the 10Y toward or above 4.30% if supply surprises on the upside; an ISM/services beat (PMI 50.5; Prices 55) or stronger-than-expected NFP (175k) would sustain dollar and yields while a crude draw ( 2.0M bbl) would tighten oil and support XLE"  
[X Link](https://x.com/PickAlphaAI/status/1985125701477974319)  2025-11-02T23:23Z [--] followers, [--] engagements


"PickAlpha Weekend - Look Into Next Week 2025-11-02 Company Look Earnings cadence (ON PLTR UBER AMD MCD QCOM HOOD ABNB COP) will provide crosssector impulses. Semiconductor reads (ON AMD QCOM) will update EV/SiC and AI/handset demand; beats above the listed thresholds (ON rev $2.1B; AMD GM 52%; QCOM EPS $2.85) should lift SOXX and related suppliers while energy names (COP prod [----] mboe/d) and travel (ABNB rev $4.4B) will drive industry index rotations"  
[X Link](https://x.com/PickAlphaAI/status/1985125785137516575)  2025-11-02T23:24Z [--] followers, [--] engagements


"PickAlpha Morning Report 2025-11-03 [--] material moves and analysis BP sells minority Permian and Eagle Ford stakes [--] $BP $XLE Ukraine drone strikes Tuapse oil port igniting fires $XLE $LCOC1 Eni and Petronas form JV targeting 300k boe d $E $LNG Etc. https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1985331015565398124)  2025-11-03T12:59Z [--] followers, [---] engagements


"2/2: RBA holds cash rate at 3.60% and warns on sticky core inflation; Aussie rates path steadies AUD/USD $UUP $TLT $SPY $EWA"  
[X Link](https://x.com/PickAlphaAI/status/1985684007024029983)  2025-11-04T12:22Z [--] followers, [---] engagements


"PickAlpha Morning Report - Company News: 2025.11.04 News Analysis - 1/4: Harley-Davidson Q3 profit jumps to $377m ($3.10/sh) on cost cuts and touring mix; pre-market up 1% $HOG $XLY $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1985684100859220030)  2025-11-04T12:22Z [---] followers, [---] engagements


"2/4: BP Q3 underlying replacement-cost profit $2.21bn vs $2.02bn est.; keeps dividend and buyback cadence steady $BP $XLE $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1985684153678070147)  2025-11-04T12:22Z [---] followers, [--] engagements


"3/4: Palantir lifts FY revenue guide and sets Q4 sales outlook $1.327$1.331bn on AI demand; Q3 beats on revenue and EPS $PLTR $QQQ $NVDA $SPY"  
[X Link](https://x.com/PickAlphaAI/status/1985684211140112535)  2025-11-04T12:23Z [--] followers, [---] engagements


"4/4: First Brands (bankrupt) sues ex-CEO Patrick James for alleged multibillion-dollar fraud in SD Texas bankruptcy court $HYG $JNK $KRE"  
[X Link](https://x.com/PickAlphaAI/status/1985684267372847529)  2025-11-04T12:23Z [---] followers, [---] engagements


"Our reasoning model has been reasoning for [--] minutes to finish its thought of investment impact on the news of Mamdani Wins Race to Become Next Mayor of NYC Stay tuned"  
[X Link](https://x.com/PickAlphaAI/status/1985900784987386290)  2025-11-05T02:43Z [--] followers, [---] engagements


"Turns out no practical impact. The news triggers calculation of all sections on all layers but didnt pass the significant test on any level. Very interesting to share with everyone"  
[X Link](https://x.com/PickAlphaAI/status/1985921969103995280)  2025-11-05T04:07Z [--] followers, [--] engagements


"PickAlpha Morning Report - Macro Events: 2025.11.05 Event Analysis - 1/3: Russias Tuapse refinery halts processing; Black Sea port suspends fuel exports after Nov [--] drone strikes immediate supply hit to refined products flows $USO $BNO"  
[X Link](https://x.com/PickAlphaAI/status/1986055299296309296)  2025-11-05T12:57Z [---] followers, [--] engagements


"2/3: New U.S. port fees lift auto shipping costs by $200$300 per car; Wallenius Wilhelmsen seeks to pass through fees adverse cost shift for imported vehicle flows $TM $HMC $VLKAF $STLA $TSLA $F $GM $SEA"  
[X Link](https://x.com/PickAlphaAI/status/1986055354703302869)  2025-11-05T12:57Z [---] followers, [--] engagements


"3/3: Codelco cuts [----] copper output guidance to 1.311.34Mt (from 1.341.37Mt) despite 9M output up 2.1% supply path constrained after El Teniente accident $JJC $FCX $SCCO $COPX"  
[X Link](https://x.com/PickAlphaAI/status/1986055418334843074)  2025-11-05T12:58Z [---] followers, [--] engagements


"2/3: Ovintiv to acquire remaining NuVista Energy stake for $2.7bn (50% cash/50% stock; incl. debt); adds 100k boe/d and 140k net acres in Montney $OVV $NVA.TO $XOP $UNG"  
[X Link](https://x.com/PickAlphaAI/status/1986055543706792283)  2025-11-05T12:58Z [---] followers, [---] engagements


"PickAlpha Morning Report - Macro Events: 2025.11.06 Event Analysis - 1/3: Federal Reserve finalizes Large Financial Institution (LFI) rating rule easing path to a well-managed grade for big U.S. banks $JPM $BAC $C $WFC $GS $MS $XLF $KRE"  
[X Link](https://x.com/PickAlphaAI/status/1986436428327174340)  2025-11-06T14:12Z [---] followers, [--] engagements


"3/3: Bank of England holds Bank Rate at 4.0% in close [--] vote keeping policy on hold but signaling data-dependent path $FXB $EWU $DXY"  
[X Link](https://x.com/PickAlphaAI/status/1986436542907224074)  2025-11-06T14:12Z [---] followers, [--] engagements


"PickAlpha Morning Report - Company News: 2025.11.06 News Analysis - 1/3: Snap signs 10-year AI search partnership with Perplexity locking in at least $400 million in revenue $SNAP $QQQ $XLC"  
[X Link](https://x.com/PickAlphaAI/status/1986436594182520846)  2025-11-06T14:12Z [---] followers, [---] engagements


"2/3: DuPont posts solid Q3 but issues cautious Q4 guide greenlights Qnity spin-off $1.8 billion aramids sale and $500 million ASR $DD $XLB"  
[X Link](https://x.com/PickAlphaAI/status/1986436660540907682)  2025-11-06T14:13Z [--] followers, [--] engagements


"3/3: Arm beats on Q2 revenue and EPS and guides Q3 well above Street on AI-driven licensing and royalties $ARM $SOXX $SMH"  
[X Link](https://x.com/PickAlphaAI/status/1986436712432546296)  2025-11-06T14:13Z [--] followers, [--] engagements


"PickAlpha Morning Report 2025-11-06 [--] material moves and analysis Bank of England holds Bank Rate at [--] [--] $FXB $EWU Snap inks 10-year AI search deal for 400M $SNAP $QQQ DuPont raises [----] EPS and approves [--] 8B sale $DD $XLB Etc. https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11-2edr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11-2edr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1986437300230738036)  2025-11-06T14:15Z [---] followers, [---] engagements


"PickAlpha Morning Report - Macro Events: 2025.11.07 Event Analysis - 1/5: EIA Weekly Natural Gas Storage: +33 Bcf injection (week ended Oct 31); total stocks [----] Bcf +4.30% YoY $UNG"  
[X Link](https://x.com/PickAlphaAI/status/1986789663483613390)  2025-11-07T13:35Z [---] followers, [--] engagements


"PickAlpha Morning Report - Company News: 2025.11.07 News Analysis - 1/5: Opendoor prices $1.18bn registered direct (180.58mn sh at $6.56) and agrees $1.2bn repurchase of 7.00% [----] converts; declares warrant dividend (three series) with $9/$13/$17 strikes $OPEN"  
[X Link](https://x.com/PickAlphaAI/status/1986789906103046622)  2025-11-07T13:36Z [---] followers, [---] engagements


"2/5: GEO Group lifts buyback authorization to $500mn and extends program through Dec [--] [----] $GEO"  
[X Link](https://x.com/PickAlphaAI/status/1986790031273459790)  2025-11-07T13:37Z [---] followers, [---] engagements


"3/5: Dorian LPG declares $0.65/share dividend payable Dec 2; record date Nov [--] $LPG"  
[X Link](https://x.com/PickAlphaAI/status/1986790106045264380)  2025-11-07T13:37Z [---] followers, [---] engagements


"4/5: Airbnb beats Q3 expectations and guides Q4 revenue slightly above Street on strong Latin America and Asia-Pacific demand $ABNB $BKNG $EXPE $XLY"  
[X Link](https://x.com/PickAlphaAI/status/1986790176719347865)  2025-11-07T13:37Z [--] followers, [--] engagements


"PickAlpha Morning Report 2025-11-07 [--] material moves and analysis Delhi IGI technical failure delays [--] [--] departures $JETS $EEM Opendoor prices [---] [---] [---] shares at [--] [--] $OPEN Brent and WTI slip [--] after 5M barrel build $XLE $XOP Etc. https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11-093r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11-093r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1986791489079234995)  2025-11-07T13:42Z [--] followers, [---] engagements


"PickAlpha Weekend - Macro Events: 2025.11.08 Event Analysis - 1/5: DOT/FAA orders phased airline capacity cuts amid U.S. shutdown; up to 10% by Nov [--] warns 20% possible $AAL $DAL $LUV $UAL $JETS"  
[X Link](https://x.com/PickAlphaAI/status/1987239343132713442)  2025-11-08T19:22Z [---] followers, [---] engagements


"2/6: EPA approves [--] small-refinery RFS waivers (2 full [--] partial) clearing most backlog; [--] applications still pending $XOP $XLE $VLO $MPC $PSX"  
[X Link](https://x.com/PickAlphaAI/status/1987239389186170942)  2025-11-08T19:22Z [--] followers, [--] engagements


"3/6: Lukoil sanctions fallout escalates: Gunvor drops asset bid; Bulgaria moves to seize Burgas refinery; Nov [--] cut-off looms $XLE $VLO"  
[X Link](https://x.com/PickAlphaAI/status/1987239441224614365)  2025-11-08T19:22Z [--] followers, [--] engagements


"4/6: Qcells furloughs [----] U.S. workers at Georgia plants as UFLPA detentions delay cell shipments; temporary output curtailment $FSLR $ENPH $ARRY $TAN"  
[X Link](https://x.com/PickAlphaAI/status/1987239488989663250)  2025-11-08T19:23Z [---] followers, [---] engagements


"6/6: Argentina signals sovereign bond buybacks and reserve build while maintaining managed peso band; plan to be detailed within [--] days $ARGT $EEM"  
[X Link](https://x.com/PickAlphaAI/status/1987239558371496016)  2025-11-08T19:23Z [---] followers, [--] engagements


"PickAlpha Weekend - Company News: 2025.11.08 News Analysis - 1/2: Pfizer clinches $10bn Metsera deal; $86.25/share with cash + CVR vote Nov 13; Novo exits bid $PFE $MTSR $NVO $LLY $XBI"  
[X Link](https://x.com/PickAlphaAI/status/1987239801658220585)  2025-11-08T19:24Z [--] followers, [---] engagements


"2/2: Rivian approves Musk-style CEO package up to $4.6bn over a decade tied to reduced stock-price tranches ($40$140) and profit/cash-flow targets $RIVN $TSLA $XLY"  
[X Link](https://x.com/PickAlphaAI/status/1987239846608338968)  2025-11-08T19:24Z [--] followers, [---] engagements


"PickAlpha Weekend 2025-11-08 [--] material moves and analysis Argentina signals bond buybacks and FX reserve buildup $ARGT $EEM Pfizer agrees 10bn Metsera takeover for [--] [--] $PFE $MTSR FAA orders phased flight cuts up to [--] $AAL $DAL Etc. https://open.substack.com/pub/pickalpha/p/pickalpha-weekend-2025-11-08-8-materialr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pickalpha-weekend-2025-11-08-8-materialr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1987240718193316064)  2025-11-08T19:28Z [---] followers, [---] engagements


"PickAlpha Morning Report - Macro Events: 2025.11.10 Event Analysis - 1/3: U.S. Senate invokes cloture (6040) to proceed on H.R. [----] stopgap funding bill setting up final votes to end 40-day shutdown $SPY $IWM $UUP"  
[X Link](https://x.com/PickAlphaAI/status/1987865837957750863)  2025-11-10T12:52Z [---] followers, [--] engagements


"2/3: Russias Lukoil declares force majeure at Iraqs West Qurna-2 after sanctions disrupt operations; Iraq halts payments $XLE $XOM $CVX"  
[X Link](https://x.com/PickAlphaAI/status/1987865905477402853)  2025-11-10T12:52Z [--] followers, [--] engagements


"3/3: PetroChinas [---] kb/d Yunnan refinery shuts for long overhaul; Asian products market tightens risk near term $VLO $MPC $XLE"  
[X Link](https://x.com/PickAlphaAI/status/1987865957641977958)  2025-11-10T12:52Z [---] followers, [--] engagements


"PickAlpha Morning Report - Company News: 2025.11.10 News Analysis - 1/2: Rumble to acquire Northern Data in $767M all-stock deal; [------] RUM/share exchange 30.4% post-deal stake [-----] Nvidia GPUs $RUM $NVDA $SOXX"  
[X Link](https://x.com/PickAlphaAI/status/1987866025535430762)  2025-11-10T12:52Z [---] followers, [---] engagements


"PickAlpha Morning Report 2025-11-10 [--] material moves and analysis Senate invoked cloture [--] [--] on H R [----] $SPY $IWM Lukoil declared force majeure at West Qurna-2 [--] [--] $XLE $XOM Rumble agreed to buy Northern Data for 767M $RUM $NVDA Etc. https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11-d5cr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11-d5cr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1987866565220459005)  2025-11-10T12:54Z [---] followers, [---] engagements


"PickAlpha Mid-Day Anecdote: Data Centers in Nvidias Hometown Stand Empty Awaiting Power Two data center projects in Santa Clara California by Digital Realty Trust Inc. and Stack Infrastructure may sit empty for years due to the local utility's inability to supply electricity. The demand for data centers has never been higher driven by the boom in cloud computing and AI but access to electricity is emerging as the biggest constraint due to aging power infrastructure and regulatory hurdles"  
[X Link](https://x.com/PickAlphaAI/status/1987926179173589150)  2025-11-10T16:51Z [---] followers, [---] engagements


"PickAlpha Morning Report - Macro Events: 2025.11.11 Event Analysis - 1/2: Iraq halts pay to Lukoil; West Qurna-2 trucks force majeure after U.S. sanctions Nov cargoes scrapped (4M bbl) and delays risk into Dec $XLE $VLO $MPC"  
[X Link](https://x.com/PickAlphaAI/status/1988229816089190452)  2025-11-11T12:58Z [---] followers, [--] engagements


"2/2: US judge rejects FTC bid to block Surmodics sale to GTCR if Integer asset sale required key condition path clears $SRDX $ITGR"  
[X Link](https://x.com/PickAlphaAI/status/1988229863640051983)  2025-11-11T12:58Z [---] followers, [--] engagements


"PickAlpha Morning Report - Company News: 2025.11.11 News Analysis - 1/3: Paramount Skydance lifts cost-cut target unveils $1.5bn streaming/studio capex; aims for $30bn [----] revenue after first post-merger results $PSKY $XLC $DIS $NFLX"  
[X Link](https://x.com/PickAlphaAI/status/1988229912659136784)  2025-11-11T12:58Z [---] followers, [---] engagements


"3/3: TreeHouse Foods agrees to $2.9bn take-private by Investindustrial at $22.50 + CVR; Q126 close targeted; delisting to follow $THS $XLP"  
[X Link](https://x.com/PickAlphaAI/status/1988230034042052694)  2025-11-11T12:59Z [---] followers, [---] engagements


"PickAlpha Morning Report 2025-11-11 [--] material moves and analysis Lukoil cancels about [--] million barrels $XLE $VLO Paramount Skydance cuts costs to 3bn $PSKY $XLC Microsoft plans 10bn AI hub with [--] [---] GPUs $MSFT $NVDA Etc. https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11-3c2r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11-3c2r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1988230457834840237)  2025-11-11T13:00Z [---] followers, [---] engagements


"PickAlpha Mid-Day - Global Trend: Tariffs + Weaker Economy Are Forcing Brands to Cut Back on Black Friday Deals. What does that mean For consumers: less discount For investors: we expect to see actually weaker retail volumes during holiday seasons this year. Hint : care for the stocks in retail business you own"  
[X Link](https://x.com/PickAlphaAI/status/1988287992406937809)  2025-11-11T16:49Z [--] followers, [--] engagements


"PickAlpha Morning Report 2025-11-12 [--] material moves and analysis House to vote stopgap ending 43-day shutdown $SPY $IWM AMD guides data-center revenue to 100B $AMD $NVDA Polestar to execute reverse split after 365M loss $PSNY $TSLA Etc. https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11-6fbr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11-6fbr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1988592252550066233)  2025-11-12T12:58Z [---] followers, [---] engagements


"Cisco Systems ($CSCO) shares moved higher in late trading after the company raised its fiscal-2026 outlook signaling continued traction in capturing AI-related demand. Cisco now projects revenue up to $61B for the fiscal year ending July [----] and lifted its earnings forecast both coming in above Street expectations"  
[X Link](https://x.com/PickAlphaAI/status/1988774068053757961)  2025-11-13T01:01Z [---] followers, [--] engagements


"Three Trades For Tomorrow 1/3: Long $CSCO Buy at market open (09:30 ET) on 2025-11-13 (market order) and trim/assess after first [--] minutes of trade. Cisco raised FY26 revenue guidance after the close citing stronger AI-related demand and shares rose in late trading; capture follow-through into the open when US equities reprice that guidance for cloud/AI infrastructure peers and tech indices. Trade credibility: actionability [--] timeliness [--] clarity 80"  
[X Link](https://x.com/PickAlphaAI/status/1988815415615651963)  2025-11-13T03:45Z [--] followers, [--] engagements


"2/3: Conditional $DXY If the BLS cancels or postpones the October CPI release by 08:30 ET on 2025-11-13 initiate a short $DXY position at 08:35 ET and reassess White House warned shutdown disruptions could lead to CPI postponement/cancellation; a cancelled CPI would likely lower near-term Fed cut expectations and pressure the dollar via reduced data-driven rate certainty. Trade credibility: actionability [--] timeliness [--] clarity 80"  
[X Link](https://x.com/PickAlphaAI/status/1988815514169122855)  2025-11-13T03:45Z [--] followers, [--] engagements


"3/3: Conditional CL=F At 12:05 ET on 2025-11-13 trade WTI: if the EIA Weekly Petroleum Status Report shows U.S. crude stocks down vs prior week (a draw) buy EIA weekly inventory data (released midday) directly moves near-term WTI and refined product balances; a draw supports higher front-month crude a build pressures pricesuse the report's direction as the binary trigger. Trade credibility: actionability [--] timeliness [--] clarity 85"  
[X Link](https://x.com/PickAlphaAI/status/1988815631605498031)  2025-11-13T03:46Z [--] followers, [--] engagements


"The market impact is mixed so be mindful of this longest government shutdown ends news you should know about that. $SPY The early morning evidence: US stock futures dipped as traders grappled with the outlook for interest rates after the longest government shutdown in history came to an end"  
[X Link](https://x.com/PickAlphaAI/status/1988965362088468682)  2025-11-13T13:41Z [--] followers, [--] engagements


"3/3: U.S. appeals court grants stay of USDOT order unwinding DeltaAeromexico JV allowing partnership to continue during review $DAL $UAL $AAL $JETS"  
[X Link](https://x.com/PickAlphaAI/status/1988985749568626711)  2025-11-13T15:02Z [--] followers, [--] engagements


"4/6: Day One Biopharma to acquire Mersana via tender offer: $25.00/sh cash plus CVRs up to $30.25/sh (deal up to $285mn) $MRSN $DAWN $XBI"  
[X Link](https://x.com/PickAlphaAI/status/1988986039084474838)  2025-11-13T15:03Z [---] followers, [---] engagements


"PickAlpha Morning Report 2025-11-13 [--] material moves and analysis Appeals court blocks DOT order forcing JV unwind $DAL $UAL Day One Biopharma offers [--] cash plus CVRs $MRSN $DAWN Cisco raises FY26 revenue guide to [--] 2B $CSCO $ANET Etc. https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11-321r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pickalpha-morning-report-2025-11-321r=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1988987223883096353)  2025-11-13T15:08Z [--] followers, [---] engagements


"October Jobs Report will exclude the unemployment rate.The household survey wasnt conducted due to the shutdown so only payrolls will be released. Very suspicious. Were running our own alternative-data models to produce a cleaner more reliable unemployment estimate. Stay tuned our system output is coming. 📡"  
[X Link](https://x.com/PickAlphaAI/status/1989035839993868345)  2025-11-13T18:21Z [--] followers, [--] engagements


"PickAlpha Evening Report 2025-11-13 - Three Trades For Tomorrow Stocks mixed long-end yields moved after 30year auction; Treasury sanctions with Mexico drove headlines. Earnings from Applied Materials Virgin Galactic and others; Cabot dividend; Treasury sanctions announced. Three Trade Ideas for Tomorrow https://open.substack.com/pub/pickalpha/p/pickalpha-evening-report-2025-11-1cdr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true https://open.substack.com/pub/pickalpha/p/pickalpha-evening-report-2025-11-1cdr=1m2m41&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true"  
[X Link](https://x.com/PickAlphaAI/status/1989160422906208371)  2025-11-14T02:36Z [---] followers, [---] engagements


"PickAlpha Tonight 2025-11-13 - Three Trade Ideas for Tomorrow: 1/3 Conditional $NG=F At 10:30 ET on 2025-11-14 when EIA storage prints: if working gas change [--] (net withdrawal) go long front-month $NG=F; if working gas change [--] (net injection) go short front-month $NG=F. Enter within [--] minutes of print; initial stop 3% adverse move"  
[X Link](https://x.com/PickAlphaAI/status/1989160904462594129)  2025-11-14T02:38Z [---] followers, [--] engagements


"2/3 Conditional $OIH At 13:00 ET on 2025-11-14 when Baker Hughes releases U.S. rig count: if total rigs reported = prior +5 (553) go long $OIH at market within [--] minutes; if total rigs = prior [--] (543) go short $OIH at market within [--] minutes. Use stop 4% adverse Weekly Baker Hughes rig counts (prior total = 548) influence forward supply expectations and OFS equities. A meaningful weekly change (5 rigs) signals directional activity for oilfield services and crude supply expectations; $OIH is a liquid OFS proxy to trade that signal into session. Trade credibility: actionability [--] timeliness"  
[X Link](https://x.com/PickAlphaAI/status/1989160953858982377)  2025-11-14T02:38Z [---] followers, [--] engagements


"PickAlpha Morning Report - Macro Events: 2025.11.14 Event Analysis - 1/2: Fed issues final rules: Primary credit (discount window) cut to 4.00% and IORB to 3.90% effective today aligning with Oct [--] FOMC rate cut $SHY $XLF $KRE $DXY"  
[X Link](https://x.com/PickAlphaAI/status/1989316912489079100)  2025-11-14T12:58Z [---] followers, [--] engagements


"2/2: Fed finalizes IORB cut to 3.90% (Reg D) effective today; applicability Oct [--] mirrors FOMC target move $SOFR $SHY $IEF $XLF"  
[X Link](https://x.com/PickAlphaAI/status/1989316970756325675)  2025-11-14T12:58Z [---] followers, [--] engagements


"PickAlpha Morning Report - Company News: 2025.11.14 News Analysis - 1/3: Russias Novorossiysk halts oil exports after drone attack; Transneft suspends crude flows to the port $XLE $VLO $MPC $TTE"  
[X Link](https://x.com/PickAlphaAI/status/1989317026980991335)  2025-11-14T12:58Z [---] followers, [---] engagements

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