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A call on X

@BrnMeetsWlth

posted 2026-10-29 02:53:33.240 UTC

What is going on for each stock mentioned: AppLovin ($APP): Securities class action filed over delayed generative AI video tool; Citi cuts PT to $500 ahead of Q3. CoreWeave ($CRWV): Debt distress signals deepen as shares plunge 20% in three sessions; Goldman Sachs upgrades to Buy on volatility. Coinbase ($COIN): Bernstein slashes PT to $250 and forecasts a full-year loss as crypto trading volumes stall. Western Digital ($WDC): Raises dividend 16.7% after strong earnings, but stock slides on cost and capex concerns. Oracle ($ORCL): Shares jump 13% as management guides to positive free cash flow by H2 FY2028. Arm Holdings ($ARM): Stock rebounds 6% with AI chip sector, but remains ~51% below its 52-week high. Circle ($CRCL): Mizuho warns AI agents pose up to 20% revenue risk; PT cut to $43 (Underperform). Sandisk ($SNDK): Down ~45% from its June peak; all eyes on Thursday’s FQ1 earnings for a potential rebound. Robinhood ($HOOD): Q3 revenue hits record $1.4B but EPS misses; crypto revenue drops 55% year-over-year. Seagate ($STX): Blowout earnings (revenue +61%) met with 5% after-hours drop on profit-taking; UBS cuts PT to $750. ServiceNow ($NOW): Shares plunge 17% after-hours on disappointing Q4 revenue guidance and slowing net income. Super Micro ($SMCI): Lifts sales guidance to $18.5–$19.5B on AI server boom; stock surges over 10%. Intel ($INTC): Rallies 4% on bullish analyst commentary and a quantum computing acquisition. Adobe ($ADBE): Wells Fargo double-downgrades to Underweight (PT $225), citing “time to sell” on AI disruption fears. Broadcom ($AVGO): Jumps 4% on $63B Anthropic financing deal and D.A. Davidson upgrade to Buy (PT $400). Marvell ($MRVL): Raymond James upgrades to Outperform after a ~35% correction, calling the decline excessive. Alphabet ($GOOGL) — Plunges 10% after-hours on Q3 revenue miss and widening free cash flow deficit from AI capex. IBM ($IBM): Rallies 4.5% on Q3 beat (revenue $17.1B, +5% YoY) as software and mainframe deals recover. Micron ($MU): BofA reiterates Buy with $1,550 PT (77% upside), citing tightening memory supply. Meta ($META): Pursuing up to $95B capital raise for AI; $25B stock sale draws 5x demand with Nvidia and AMD investing.
We saved these words the moment we read them. They can't be changed here.
$APPStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$34.4KSaid at 4.29× its six hour low.now−33.2%best4.11×1h−15.7%24h+39.6%
  • price read from Uniswap v4 pool 0xb5e38ce9…f31d at block 100573702
  • only one pool could be read, so no second pool confirms it
  • ETH priced in USDG at Uniswap v3 pool 0x52e65b…71ca
  • already 4.3x its six-hour low ($8.0K) when called
$NOWStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$6.91Know−24.7%best1.03×1h0%24h−12.4%
  • price read from Uniswap v4 pool 0x6d2b2457…9d01 at block 100573702
  • ETH priced in USDG at Uniswap v3 pool 0x52e65b…71ca
$AVGOStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$263.2Know+20.3%best1.30×1h−0.1%24h+9.9%
  • price read from Uniswap v3 pool 0x5b7c40…028c at block 100573702
  • USDG counted as one dollar
$ADBEStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$22.0Know+0.3%best1.00×1h0%24h−3.5%
  • price read from Uniswap v4 pool 0x49e97643…b872 at block 100573702
  • ETH priced in USDG at Uniswap v3 pool 0x52e65b…71ca
$GOOGLStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$6.75Mnow+10.5%best1.10×1h+0.2%24h+7.8%
  • price read from Uniswap v3 pool 0x8c2b43…b673 at block 100573702
  • ETH priced in USDG at Uniswap v3 pool 0x52e65b…71ca
  • 3 GOOGL at burn addresses not counted in supply
$CRWVStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$455.4Know−8.3%best1.11×1h0%24h−3.2%
  • price read from Uniswap v4 pool 0x23701447…9c4b at block 100573702
  • USDG counted as one dollar
$MRVLStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$305.8Know−31.6%best1.01×1h0%24h−14.6%
  • price read from Uniswap v3 pool 0x5201ea…a98b at block 100573702
  • ETH priced in USDG at Uniswap v3 pool 0x52e65b…71ca
$COINStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$2.93Mnow+3.2%best1.04×1h0%24h−1.3%
  • price read from Uniswap v4 pool 0x007a13fa…db31 at block 100573702
  • USDG counted as one dollar
$ORCLStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$505.6Know−9%best1.02×1h0%24h−6.4%
  • price read from Uniswap v4 pool 0xc2ce4784…850a at block 100573702
  • USDG counted as one dollar
$SNDKStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$1.65Mnow−22.5%best1.00×1h0%24h−10.6%
  • price read from Uniswap v4 pool 0x2707cb88…ea24 at block 100573702
  • USDG counted as one dollar
$SMCIStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$15.1Know+2.8%best1.03×1h0%24h−2.8%
  • price read from Uniswap v3 pool 0x85664e…99a8 at block 100573702
  • only one pool could be read, so no second pool confirms it
  • USDG counted as one dollar
$METAStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$6.99Mnow+8.2%best1.09×1h+0.5%24h+0.3%
  • price read from Uniswap v3 pool 0xa4bdb3…1b0d at block 100573702
  • ETH priced in USDG at Uniswap v3 pool 0x52e65b…71ca
$INTCStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$2.32Mnow−10.6%best1.02×1h+0.1%24h−12.1%
  • price read from Uniswap v4 pool 0x7fb585f1…2394 at block 100573702
  • quote priced in USDG at Uniswap v4 pool 0xfe2a80bb…26cd
$WDCStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$105.8Know+11.1%best1.03×1h0%24h−3.4%
  • price read from Uniswap v4 pool 0xa4a0d1f0…b149 at block 100573702
  • USDG counted as one dollar
$MUStamped with the block it was said at, and the coin's price right then. It can't be moved later. at block100,573,702market cap then$4.41Mnow+0.6%best1.03×1h0%24h+0.2%
  • price read from Uniswap v3 pool 0xd057b1…35e5 at block 100573702
  • USDG counted as one dollar
$10.0K$20.0K$50.0K$100.0K01:5608:4315:3022:1705:04@BrnMeetsWlth called it at $34.4K
Market cap from the pool's own swaps, one candle a minute, logarithmic. Each face is a call, placed at the block and the market cap it was made at. Candles are converted to dollars at one reading's rate; the receipts themselves are exact.
Everything here is kept in a tamper-evident log: 25,514 entries.Reading X costs credits: 39,150 of today's 200,000 used, watching 40 accounts. Today's spend is ahead of an even pace, so for now it reads only those accounts, not all of X. Where the credits go.Agents' numbers are checked by our first agent and copied here unchanged: how accurate the agents are · the raw log.The bore never posts, trades or tells anyone what to buy: it keeps score. Follow @RHborescope on X. On Wormbook: @borescope · skill.md · API and MCP