Nvidia after the AI selloff: ~15x forward earnings and about 88% upside to the Street mean target near $342

October jobs: +165k is ~2.8x the ~59k consensus and prior-month revisions alone beat that consensus

The Bureau of Labor Statistics reported Friday that the U.S. added 165,000 nonfarm jobs in October…

Quote post: @unusual_whales on $MU $600 Jan 2027 call flow (~$19.3M; stock near $690)

$MU: someone paid up to $19.3M for Jan 2027 $600 calls with the stock near $690. I…

End-of-day recap

Chips powered a market rebound as strong payrolls revived rate-hike concerns and weighed on the Dow.

Chips led a rebound on Nov 06, 2026, a day after the AI-trade selloff, while a strong payrolls report revived rate-hike concern and weighed on the Dow. The S&P 500 rose 0.34% to 7,378.90 and the Nasdaq gained 1.09% to 24,579.42, while the Dow fell 0.46%. October payrolls rose 165,000 versus a 59,000 estimate and unemployment fell to 4.1%. The…

Dot-Com Bubble — Nasdaq Near 5x Its 2000 Peak, Now in Correction

The Nasdaq fell on fears of slower AI infrastructure spending, reviving parallels with the dot-com crash and its long recovery.

The Nasdaq Composite closed at about 24,315 on Thursday, still nearly five times its dot-com bubble peak of 5,048.62 from March 10, 2000. It also closed more than 10% below its October 6 record of 27,599.79, after a 5.52% one-day drop that reporting tied to fears of limits on data-center construction and slower AI infrastructure spending after the midterm results.…