​This was a fun one I wanted to share this morning. Why You Need to Watch This Video: Think the stock market requires decades of experience and a finance degree? Think again. This hilarious video shows a kid—likely still in elementary school—breaking down a technical trading strategy using "Ballinger" (Bollinger) Bands and RSI [00:04]. While he admits he doesn't entirely know what the numbers mean [00:26], his "overpowered" strategy hits its profit target perfectly [01:21]. It’s a funny, chaotic, and eye-opening reminder that sometimes the market is simpler than we make it out to be. ​Why It’s Engaging: ​The Playground Millionaire: The podcat host jokes that this kid is making "generational wealth" and funding it by selling Roblox setups and a playground trading courses [00:45]. ​Pure Luck or Hidden Genius?: Watching a young kid set up long positions and talk about "market shifts" while the host has a minor existential crisis is pure comedic gold [01:04]. ​The Ultimate Plot Twist: Forget AI taking over our careers—we might all just get replaced by a first-grader with a Minecraft account [01:31]. Thanks @Eric Seto for investment accelerator - I can now understand this 6 year-old, and read his chart.😆 🤣

For a few couple weeks MSFT broke the downtrend and today strongly broke the last higher level, $434 and 200EMA. Any retracement to 430-440 is a buy. Imo, this is also a signal that the software sell of is over and most of the software stocks will start to recover. Add this to a rotation of money next week from semis-AI toward this sector and MSFT will test the ATH in a few weeks.

MSTR (strategy) and other crypto stocks, are at risk of being delisted from major indices if MSCI will move ahead with this proposal. This can trigger a broader sell-off for bitcoin and other crypto. https://finance.yahoo.com/news/msci-delisting-crypto-stocks-could-173803552.html

On May 8th, President Trump told everyone to "go out and buy a Dell." 19 days later, on May 27th, Dell was awarded a $9.7B contract with the US Pentagon. Today, Dell, $DELL, reported stronger than expected earnings and the stock surged +30%. Dell's stock is now up +80% since May 8th, adding +$120 BILLION in market cap. -kobeissiletter

This week, earnings reports from multiple software stocks (including SaaS companies) showed that many companies exceeded revenue expectations, while GAAP EPS displayed a mixed/divergent trend. On November 3, $Palantir (PLTR.US)$ reported earnings that beat market expectations, but the stock still fell notably in after-hours trading due to its elevated valuation. $Hims & Hers Health (HIMS.US)$ exceeded revenue expectations, but its gross margin was below both the prior quarter and the year-ago period. Shifts in the weight-loss drug market landscape led the company to lower prices for generics. In reports released on November 4, $Spotify Technology (SPOT.US)$ significantly beat expectations. Monthly active users (MAU) rose to 713 million, topping the 711 million consensus. By contrast, $Shopify (SHOP.US)$ and $Tempus AI (TEM.US)$ showed profitability pressures. Although Shopify’s AI-driven store traffic has increased sevenfold since the start of the year and GMV rose significantly, gross margin declined. Free trial promotions in subscriptions and a change in the reporting scope for the PayPal-related business helped revenue but weighed on gross margin, leading to continued year-over-year contraction in gross margins for both subscription and merchant solutions this quarter. In addition, total expenses grew about 25.5% year over year this quarter, roughly in line with last quarter’s pace and remaining elevated. Because expense growth outpaced growth in gross profit dollars, this had a dilutive effect on margins.