MORNING RECAP • $TSLA +8% pre-market on report of Trump's team prioritizing self-driving vehicle regulations. • $BG approved $500M more for stock buybacks. • $F faces recall investigation for 112,567 vehicles due to seat belt issues. • $GIS prepares for mixed securities offering. • $SAVE files for bankruptcy due to financial losses. • $LBRT shares up as Chris Wright, its CEO and fracking advocate, is named Energy Secretary by Trump. • Trump's efficiency drive to slash federal contractor rates, led by Vivek Ramaswamy and Elon Musk. • Oil prices decline due to ample global supply and weak demand outlook from China. • Manulife's CEO Roy Gori to retire in May 2025. • $MARA plans to offer $700M in convertible notes. • $HOODupgraded to Buy by Needham, target $40. • Shift4 Payments to join S&P MidCap 400, replacing RCM, effective Nov 20. R1 RCM acquisition by TowerBrook and CD&R set for Nov 19. • $BIIB downgraded to Hold by Needham with no expected upside in the next year. • $CVS upgraded to Overweight by Wells Fargo, target price now $66. • $CVS to add four new board members including Larry Robbins from Glenview Capital. • $NVDA faces overheating issues with its Blackwell GPUs in server setups. • $ALAB gets Buy rating from Citigroup with $120 target. • $MPWR upgraded to Buy after stock drop. • $SMCI aims to submit Nasdaq compliance plan. • $WBD settles NBA lawsuit, extends partnership for 10+ years.

RECAP • $CAVA: Q3 EPS $0.15, above expectations of $0.11; sales up 39% to $243.8M; FY guidance for restaurant comp sales at 12.5%, up from 8.5-9.5%, and EBITDA at $123M. Plans to increase restaurant openings and margins. • $FLUT: Q3 adjusted EBITDA up 74% to $450M; revenue up 27% to $3.25B; raised full-year forecasts for EBITDA and revenue, expecting 35% profit increase. • $CART: Q3 EPS $0.42 vs. $0.22 est.; revenue $852M vs. $844M est.; Q4 EBITDA guidance $230M-$240M, below estimate; increased buyback program by $250M. • $LNW: Q3 net income $64M, less than $100.7M expected; revenue $817M, slightly below $821.21M; continues double-digit revenue growth. • $RIVN: Formed JV with Volkswagen for tech development, with VW investing up to $5.8B by 2027. • $SAVE: Shares fell -60% due to bankruptcy filing rumors, currently negotiating with creditors. • $TSLA: Recalling 2,431 Cybertrucks due to potential power loss issues, marking the sixth recall this year. • $MODG: Q3 EPS loss at -$0.02, better than -$0.16 expected; revenue $1.01B, above $983M forecast; adjusted full-year revenue and EBITDA guidance downwards. • $OXY: Q3 adj EPS $1.00, above $0.74 expected; production rose 15.7% to 1.41 Mboepd due to CrownRock acquisition, despite lower prices; Q4 production expected at 1.43-1.47 Mboepd. • $RKLB: Q3 EPS ($0.10) vs. ($0.11) est., with revenues at $104.8M vs. $102.3M est.; Q4 revenue guidance $125-135M, with a new multi-launch deal for Neutron. • $DHT: Q3 EPS $0.22, topping $0.20 estimate; adjusted EBITDA $70.4M vs. $66.4M expected, on slightly lower than expected adjusted revenues of $92.64M. • $AB): Reported a 2% drop in AUM to $793B in October 2024 from $806B due to market downturn, with no net inflows or outflows. • $MARA: Q3 revenue increased by 34% to $131.6M, missing the forecast of $137.5M. • $PAY: Q3 EPS was $0.15 compared to $0.09 expected; revenue hit $231.6M against $190.6M estimated. They foresee Q4 revenue at $215M-$220M and FY24 at $829M-$834M, both above consensus. • $RKT: Q3 adjusted EPS met estimates at $0.08; adjusted EBITDA was $286M, above the $272.33M expected, with revenues at $1.323B, beating the forecast. They anticipate a drop in Q4 revenue to $1.05-1.2B. • $WULF: Q3 adjusted EBITDA was $6M, below the $11.2M prediction, with revenues at $27.1M, not meeting the $34.28M estimate. • $AMGN: Clarified no link between MariTide use and bone density changes, despite earlier reports of potential loss. The company remains confident in the drug's future. • $ICUI: Q3 adjusted EPS $1.59 vs $1.25 expected; revenue $589.131M vs $574.7M forecast, with a gross margin of 34.8%. FY guidance raised for EPS and EBITDA. • $NTRA: Q3 EPS ($0.26) vs ($0.57) expected, revenue $439.8M vs $361.45M; FY revenue guidance set at $1.61-1.64B, above consensus. • $PGNY: Q3 EPS $0.11, below $0.13 expected; revenue $286.625M vs $296.88M; full-year revenue and EBITDA guidance below market expectations. • $SGMO: Q3 EPS $0.04, better than ($0.03) expected; revenue $49.41M vs $17.94M forecast. Adjusted annual operating expenses expected to be $125-145M. • $SYRS: Shares dropped -80% after the SELECT-MDS-1 trial for tamibarotene failed to meet its primary endpoint, leading to discontinuation of the study. • $DOX: Q4 adjusted EPS $1.70, matching expectations, with revenue at $1.264B, slightly above the $1.263B estimate. • $PLUS: Q2 adjusted EPS $1.36, below $1.39 expected; revenue $515.2M vs $576.5M forecast. Full-year sales guidance unchanged, but adjusted EBITDA expected at $195-205M. • $IAS: Q3 EPS $0.10 vs $0.07 expected, with revenue at $133.528M and a gross margin of 80%. Q4 revenue and EBITDA guidance were both below expectations. • $SOUN: Q3 adjusted EPS ($0.04) vs ($0.07) expected; revenue $25.1M, above $23.02M estimate. Set FY24 and FY25 revenue targets. • $SWKS: Q4 adjusted EPS $1.55 vs $1.52, revenue $1.025B, nearly matching estimates. Q1 guidance for revenue and EPS below expectations. • $SPOT: Q3 revenue growth of 19% to €3.99B missed the €4.02B estimate; profit margin improved. Q4 revenue guidance below expectations but operating income and MAUs on target. • $SMCI: Announced delay in filing Q3 2024 quarterly report due to ongoing issues with the annual report. • $ZI: Q3 adjusted EPS $0.28, surpassing the $0.22 estimate; revenue $303.6M vs $299.38M. Q4 revenue guidance in line with estimates, but EPS slightly below consensus.

#SUI 生态一直让大家关注蛮久了。一旦公链跑出来，公链生态项目的回报率不可小觑，公链 #DEFI 三大件是刚需首选，借贷，DEX，Yield农场。 目前作为 #SUI 生态第一大流动性质押+借贷平台， $NAVX (@navi_protocol)机会不容错过。最近刚上线 @Bybit_Official 交易所，为了回报社区，做了特大活动，拿出250万枚 $NAVX 作为Bybit Launchpool 打新，价值超35万美金！支持质押NAVX，SUI，USDC，不容错过。 作为 #SUI 生态的龙头质押+借贷协议。 $NAVX TVL 高达3.8亿美金，目前 #SUI 整体TVL为10亿美金，占比高达38%；随着未来 #SUI 原生USDC的引入，将大大促进借贷需求，而过去一个月 $NAVX TVL数据已经高速增长了58%，未来潜力不可估量！ 而相对于3.8亿美金的TVL， $NAVX 目前市值仅仅3300万美金，MC/TVL比值仅仅为0.087。 作为ETH链以及EVM兼容链第一大借贷 $AAVE ，目前 $AAVE 市值为22亿美金，TVL为123亿美金，MC/TVL比值为0.178。 作为SOL链第一大借贷 $SAVE ，目前 $SAVE 市值为2600万美金，TVL为2.58亿美金，MC/TVL比值为0.1。 相较来说， $NAVX 目前是估值最低，最被忽视的潜力项目。随着 #SUI 表现的强劲， $NAVX 作为生态第一大质押+借贷平台，值得深度关注，赔率更高，收益更大，而Bybit Launchpool 打新不容错过，用USDC挖基本是白嫖，记住时间10月7号开始！🧐Bybit注册链接🔗 https://t.co/BFSUomXN8D

#SUI 生态一直让大家关注蛮久了。一旦公链跑出来，公链生态项目的回报率不可小觑，公链 #DEFI 三大件是刚需首选，借贷，DEX，Yield农场。 目前作为 #SUI 生态第一大流动性质押+借贷平台， $NAVX (@navi_protocol)机会不容错过。最近刚上线 @Bybit_Official 交易所，为了回报社区，做了特大活动，拿出250万枚 $NAVX 作为Bybit Launchpool 打新，价值超35万美金！支持质押NAVX，SUI，USDC，不容错过。 作为 #SUI 生态的龙头质押+借贷协议。 $NAVX TVL 高达3.8亿美金，目前 #SUI 整体TVL为10亿美金，占比高达38%；随着未来 #SUI 原生USDC的引入，将大大促进借贷需求，而过去一个月 $NAVX TVL数据已经高速增长了58%，未来潜力不可估量！ 而相对于3.8亿美金的TVL， $NAVX 目前市值仅仅3300万美金，MC/TVL比值仅仅为0.087。 作为ETH链以及EVM兼容链第一大借贷 $AAVE ，目前 $AAVE 市值为22亿美金，TVL为123亿美金，MC/TVL比值为0.178。 作为SOL链第一大借贷 $SAVE ，目前 $SAVE 市值为2600万美金，TVL为2.58亿美金，MC/TVL比值为0.1。 相较来说， $NAVX 目前是估值最低，最被忽视的潜力项目。随着 #SUI 表现的强劲， $NAVX 作为生态第一大质押+借贷平台，值得深度关注，赔率更高，收益更大，而Bybit Launchpool 打新不容错过，用USDC挖基本是白嫖，记住时间10月7号开始！🧐

$SAVE - SPIRIT AIRLINES SHARES FALL 35% AFTER REPORT OF POTENTIAL BANKRUPTCY FILING

忙碌的一周，熟悉的感觉回来了... $BULLISH 100k to 2.1M 🔥 21x $YEJI 130K to 1M 🔥 10x $NEIROJAPANESE 8X at 1M 🔥 8x $LENNY 50K to 400K 🔥 8x $POG 59K to 319K 🔥 5x $DARKELON 110K to 500K 🔥 4x $NYSB 250K to 1M 🔥 4x $PIGEON 162K to 600K 🔥 4x $MEO 160K to 620K 🔥 4x $BUNK 240K to 892K 🔥 4x $ARC cto 60k to 240k 🔥 4x $ELLE 50K to 180K 🔥 3x $UKYO 49K to 140K 🔥 3x $JET 300K to 1M 🔥 3x $NEIRO2 390K to 1.04M 🔥 2x $GNCAT 950K to 2.3M 🔥 2x $SHREK 950K to 1.9M 🔥 2x $PUSSE 770K to 1.5M 🔥 2x $SAVE 225K to 500K 🔥 2x $POSITIVE 90K to 220K 🔥 2x $ETHEREAL 250K to 600K 🔥 2x $TRUMP 80K to 200K 🔥 2x $DMD 72K to 150K 🔥 2x $OLDMONEY 130K to 275K 🔥 2x $NMAMA 349K to 943K 🔥 2x $YEEHAW 161K to 300K 🔥 2x $MOCHI 75K to 180K 🔥 2x $TOBY 120K to 247K 🔥 2x $LANDLORD to 3.5M 🔥 2x 更多call: https://t.co/u7BFMRaNWZ