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Good morning.
The Dow surged 500+ points to a record close yesterday while the S&P gained 0.2%, and yet it feels like the market is hesitant; it’s probably waiting to see if the House will vote to end the government shutdown tonight or not.
Meanwhile, Apple released a $230 iPhone sock bag (yes, really), SoftBank's stock tanked 10% after selling its Nvidia stake to fund OpenAI investments, and Michael Burry is tweeting memes about being early on his AI short.
Oh, and the White House is now using DoorDash data to measure inflation because actual government economic reports are still frozen. Nothing to see here, totally normal market conditions.
But not everything’s a circus today. We’re talking about an AI player that makes a case for itself as a strong investment prospect below, along with AMD, who’s aiming for $20 earnings per share in 3-5 years. For real.
Let's get into it.
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📰 Market Headlines
Graph: Investing Visuals
Markets rallied Tuesday as optimism grew that Washington would end the 41‑day government shutdown this week after the Senate passed a funding measure Monday night.
The Dow surged more than 500 points to a record close, while the S&P 500 gained 0.2% and the Nasdaq slipped 0.2% as blue chips powered the broader market higher.
Apple just launched a $230 "iPhone Pocket…" essentially a scarf-material holster bag for your phone. Meanwhile, investors are desperate for ANY meaningful AI or product updates. But maybe Apple doesn't need to innovate when it's the second-most-valuable company in the world while planning to use Google's Gemini to upgrade Siri.
Michael Burry tweeted a The Big Short meme suggesting he was early but not wrong on his bet against AI stocks (he's shorting Palantir PLTR and Nvidia NVDA). It's hard not to interpret this as performative… or worse, as trying to influence public opinion to his side of the trade because he’s been paying premiums on these shorts for quite some time. Why broadcast your short position this publicly unless you're trying to move sentiment? It all seems very strange.
You might need to pay IREN some more attention. Twitter trader Luc laid out why IREN looks like a strong buy around $60: JP Morgan and CitiGroup increased their stakes by 2,600% and 112% respectively. The company has a 5-year, $9.7B deal with Microsoft, a $5.8B deal with Dell, and is a "preferred partner" of Nvidia. Its new CFO projects $3.4B in AI cloud revenue by end of 2026. Read Luc's full thesis here
The White House is now using DoorDash data to measure inflation. White House Press Secretary Karoline Leavitt: "New data from DoorDash's State of Local Commerce report confirms inflation has been tamed and everyday prices are beginning to drop." The government is using delivery app data in place of actual economic reports during the shutdown. Many are skeptical. Maybe the OpenDoor housing data report will be next.
SoftBank is down 10% after selling NVDA to fund OpenAI. SoftBank sold its Nvidia holdings to fund its promised OpenAI investments, and investors punished the stock with a 10% drop. The irony: OpenAI runs on Nvidia chips anyway, so the investment is still an indirect Nvidia bet, just far more concentrated and risky.
AMD is targeting $20 earnings per share (EPS) by 2030. The crazy thing is $20 EPS is at the highest end of all analyst estimates for AMD in 2030… and Su tends to give conservative estimates. Su also stated that the AI data center market will hit $1 trillion by 2030 during the company's Financial Analyst Day.
😱 Fear & Greed Index
AltIndex’s Top 3 Penny Stocks
Our AI model at AltIndex hasn’t liked very many penny stocks lately, but two small-cap stocks just crossed into the buy zone.
We’re not sure if you’ll recognize these tickers, but make sure to look at all the signals on their stock overview pages. One of them is Exela Technologies (XELA).
🤫 Insider Trading
📊 IPOs and Earnings
Oklo reported a wider-than-expected loss and no revenue again this quarter; the stock is up 2.60% pre-market, though.
Sea Limited beat profit and revenue forecasts as Shopee and Monee drove another record quarter; shares are up 2.39% pre-market.
AngloGold Ashanti posted stronger gold production and reaffirmed guidance; the stock is up about 0.95% pre-market.
Sony topped earnings expectations and raised its full-year outlook; shares are up 3.19% pre-market.
🎙 What Do You Think?
Will AMD rise to Nvidia's level?
🎤️ What you said last time
🎪 Crowdfunding Showcase
Area 51 Energy delivers functional energy for gamers and athletes who refuse to settle for sugar crashes and outdated branding. Founded by beverage veterans from Pepsi, Celsius, and Rockstar, one a top World of Warcraft player, the other a content creator, the company blends zero-sugar formulas with nootropics, lion's mane, and plant-based caffeine. Projecting $2 million revenue in 2026, $10 million in 2027, and $31 million in 2028, Area 51 is raising $1 million to fund inventory, marketing, and retail expansion.
🧠 The Missing (Market) Links
Nearly 30% of lower-income households are now living paycheck to paycheck, according to new Bank of America data.
Can’t decide whether to buy or sell a stock? Why not get a really cool bull/bear coin to flip for making the decision? (Not sponsored)
The yen slipped to a 9-month low as traders priced in an end to the record US shutdown, briefly touching 154.49 per dollar before steadying.
Mortgage rates inched higher by just 0.02%, keeping the 30-year fixed inside November’s range as traders awaited Congress’s shutdown deal.
TikTok Shop ranked third among the fastest-growing US brands this year, ahead of ChatGPT and Coinbase.
Live Ventures’ retail segment revenue rose 9% as Vintage Stock’s vinyl, Pokémon cards, and retro games fueled thirteen straight months of growth.
📜 Quote of the Day
Bull markets are born on pressimism, grow on skepticism, mature on optimism, and die on euphoria. The trick is recognizing which phase you’re in and staying invested through the climb”
📢 We want to hear from you.
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⭐️ What did you think of today's edition?
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Cheers,
Brandon & Blake of Invested Inc
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