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Record dry powder and no buybacks say patience pays. I’ll lay out a scale-in plan on red days, a trim rule into relief rallies, and a simple hedge so you ride the fortress balance sheet without guessing the next headline.
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Futures at a Glance 📈
Futures are nudging green to start November, with chips pacing the move and Big Tech jogging behind. AI momentum, a softer U.S.–China tone, and a busy earnings slate have the wind at risk-on’s back, even as the shutdown muddies data drops. Tariff policy heads to the high court, so keep one eye on headlines while you ride the trend.
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What to Watch
Premarket Earnings:
IDEXX Laboratories [IDXX]
Ares Management [ARES]
Public Service Enterprise Group [PEG]
Aftermarket Earnings:
Palantir Technologies [PLTR]
Vertex Pharmaceuticals [VRTX]
Williams Companies [WMB]
Simon Property Group [SPG]
Realty Income [O]
Economic Reports:
S&P Global U.S. Manufacturing PMI (final) (Oct): 9:45 am
ISM Manufacturing (Oct): 10:00 am
Construction spending (Sept): 10:00 am*
Auto sales (Oct): TBA
Speech — San Francisco Fed President Mary Daly: 12:00 pm
Speech — Fed Governor Lisa Cook: 2:00 pm
*Data subject to delay if government shutdown continues.
Semiconductors
Flash Dance For SanDisk As Target Hikes Turn Into A Spotlight
SanDisk Corp (NASDAQ: SNDK) just got the confetti cannon. Fresh target hikes, a friendlier macro breeze, and the crowd finally noticed the turnaround beat. Momentum like this feels great until it starts checking its shoelaces, so the next phase is about proving the story with clean execution rather than just applause.
The setup is classic heat check. When multiple shops sing in harmony, you often get a window where buyers chase and sellers wait. That window is not forever. Earnings rhythm, demand trajectory, and any hint of supply or pricing wobble will matter more than cheerleading. The stock earned a victory lap; now it has to hold the pace without tripping over its own spikes.
For traders, the best friend is a plan. Emotion buys highs and then googles how to sell. Logic lets the chart breathe, trims on strength, and reloads only if the groove resumes.
My Take For You: If you missed the first run, wait for a calm pullback or an obvious higher low. If you are already in, trail gains and avoid turning a fun swing into long-term luggage.
My Verdict: Momentum swing with upside as long as the beat holds. Enjoy the music, keep your shoes by the door.
Crypto & Blockchain
Ether Treasure Chest At BitMine Or Just A Sugar Rush
Bitmine Immersion Technologies Inc (NYSEAMERICAN: BMNR) found the fast lane. A giant crypto stash, a louder growth pitch, and new analyst love sent the name sprinting up the track.
That playbook works while the broader crypto tape flashes green and headlines keep the party going. It also flips quick when risk appetite blinks, because concentration cuts both ways.
Beneath the buzz lives execution risk. Turning a large Ethereum trove into steady staking income while scaling infrastructure takes discipline and real operating chops. Smaller caps can soar on hope and stumble on follow-through.
Add the usual concerns about dilution, volatility, and shifting narratives, and you have a ride that rewards tight risk control more than grand speeches about the future.
If you want exposure to the mood, fine. Just treat it like hot sauce and not the main course. The goal is to leave the table smiling, not searching for antacids.
My Take For You: Size small, define your exit, and harvest wins into strength. Use a time stop as well as a price stop so a sideways drift does not turn a trade into a souvenir.
My Verdict: Speculative joyride. Accept the swings, keep a helmet on, and step off at the first wobble.
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Financials
Cash Is King And The Oracle’s Wearing A Bigger Crown
Berkshire Hathaway Inc. Class B (NYSE: BRK.B) reminded everyone that patience still pays. Insurance is humming, the railroad keeps grinding, and the cash mountain just grew taller than most skylines. No buybacks again, which is classic Berkshire for prices not being tempting. That restraint frustrates traders who want fireworks, but long-haul compounding rarely needs pyrotechnics.
The leadership handoff sits in the background. Greg Abel is set to steer, Buffett stays chair-side, and the playbook remains steady. That continuity matters more than any single quarter. The message is simple: strong underwriting, disciplined capital allocation, and optionality to pounce when the market finally tosses up bargains.
If you came for sizzle, you will be bored. If you came for durable return engines that throw off cash and avoid dumb risks, you are in the right theater. Berkshire is still the adult in the room, and the room is loud.
My Take For You: New buyers can scale in on quiet days and let time do the heavy lifting. Current holders can keep it core, resist tinkering, and use dips to add rather than trading around the edges.
My Verdict: Long-term anchor. Add on weakness, ignore the daily noise, and let float and discipline do the compounding.
Movers and Shakers
Diginex [DGNX]: Premarket Move: +12%
A seven-for-one split and a shiny AI-adjacent acquisition plan have the small-cap crowd buzzing.
Splits don’t change value, but they do invite more eyeballs, and eyeballs invite momentum. Just know this one’s been sprinting all year and the valuation math reads like a sci-fi novel. Fun trade, touchy brakes.
My Take: If you play it, size tiny, trail a stop, and treat morning spikes as rent money, not retirement.
FuboTV [FUBO]: Premarket Move: +6%
Closing the Hulu + Live TV merger turned a scrappy streamer into a bigger, bendier bundle. More subs, more ad inventory, more ways to package sports without juggling five remotes. Integration still takes time, and big-company parentage means headlines can swing the mood.
My Take: Starter buy okay, then add only if churn trends and margins improve on the next update.
SharpLink Gaming [SBET]: Premarket Move: −5%
Fresh coverage with a bullish stamp meets a market that knows this one rides the crypto roller coaster. The pitch is simple here with a hefty ETH treasury, yield games, and leverage to chain vibes. That can print green days fast, and red ones faster.
My Take: You’re playing hot potato with this one a bit. Keep positions small, take wins on strength, and step aside if crypto cools.
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Everything Else
Standard Chartered’s chief says almost all payments will eventually ride on the blockchain rails.
China’s robotaxis keep rolling as Baidu expands service and Waymo watches the world’s biggest test track from afar.
Microsoft’s AI boss says only biological beings are conscious, so your toaster won’t develop feelings, just a better recipe for burnt.
OPEC looks set to green-light another modest increase in output, keeping energy markets on a slow simmer rather than a boil.
The dollar is flirting with a fresh high as traders brace for U.S. data; a firm greenback mood keeps risk appetites measuring their portions.
That’s all for today. Thank you for reading. If you have any feedback, please reply to this email.
Best Regards,
— Adam Garcia
Elite Trade Club
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