According to @stocktalkweekly, President Trump said the Senate should not leave until a deal ends the “Democrat Shutdown” and urged Republicans to terminate the filibuster immediately. Source: @stocktalkweekly on X, Nov 7, 2025. For trading, removing the filibuster would allow a simple majority to pass funding bills instead of the usual 60-vote cloture threshold, potentially accelerating legislative timelines that markets track. Source: U.S. Senate, Cloture and the Filibuster (senate.gov). Government shutdowns have historically caused short-term operational disruptions and delayed some federal economic data releases, which reduces visibility for macro trading strategies. Source: Congressional Research Service, Shutdown of the Federal Government: Causes, Processes, and Effects. Fiscal standoffs are treated as risk events in rates and equities, and crypto assets such as BTC have shown higher correlation with stocks since 2020, increasing sensitivity to risk sentiment. Sources: Congressional Research Service; International Monetary Fund, Global Financial Stability Report, October 2022.

According to @stocktalkweekly, they stayed entirely net long over the past few weeks and said portfolio drawdown was cushioned by positions in VIAV, ENS, DOCN, AMKR, and NTCT, source: @stocktalkweekly on X. No cryptocurrencies were mentioned in this trading update and no direct crypto market signal was indicated, source: @stocktalkweekly on X.

According to @stocktalkweekly, the latest portfolio update shows 17 total positions, including 10 core positions and 6 thematic baskets, with no new additions this week and two positions fully closed, source: @stocktalkweekly (Nov 7, 2025). For position structure, core holdings represent about 59% of the book (10 of 17) and this week’s closures account for roughly 12% of total positions, while the post does not disclose any cryptocurrency assets or tickers and was published at whop.com/stocktalk, source: @stocktalkweekly.

According to @stocktalkweekly, a trader’s calm during volatility often reflects their cost basis, underscoring how entry price shapes drawdown tolerance and decision-making in selloffs (source: @stocktalkweekly on X, Nov 7, 2025). Cost basis is the total amount paid for a security and is the benchmark for calculating realized and unrealized gains, which directly frames risk relative to current price levels (source: SEC Investor.gov). Staged entries or dollar-cost averaging can lower average cost if prices decline, increasing the distance to breakeven during volatile swings and improving durability of positions (source: FINRA). Position sizing and the use of stop orders referenced to cost basis help bound maximum loss in fast markets, reinforcing disciplined risk management (source: FINRA). Because crypto assets such as BTC and ETH are highly volatile, thin cost-basis cushions are more likely to be stress-tested by intraday moves, raising operational risk for traders without adequate buffers (source: SEC Office of Investor Education and Advocacy).

According to @stocktalkweekly, Elon Musk said Tesla’s current partners TSMC and Samsung cannot meet Tesla’s chip needs even under best-case supplier production scenarios, flagging a material capacity shortfall (source: @stocktalkweekly). According to @stocktalkweekly, Musk added that no agreement is signed with Intel, though discussions are considered, keeping external sourcing options open but uncertain (source: @stocktalkweekly). According to @stocktalkweekly, Musk stated Tesla may need to build a gigantic in-house chip fab dubbed a Tesla TeraFab—larger than Giga-scale—to reach required volumes (source: @stocktalkweekly). According to @stocktalkweekly, for traders this signals supply risk and potential capex overhang for TSLA and headline sensitivity for TSMC, Samsung, and Intel pending any follow-up announcements, with no timelines or contracts disclosed (source: @stocktalkweekly). According to @stocktalkweekly, the quote contains no reference to cryptocurrencies, so no direct crypto market impact is indicated (source: @stocktalkweekly).

According to @stocktalkweekly, periods of narrowing market breadth can be a normal feature of sector rotation or consolidation in market leadership, meaning reduced participation alone does not automatically signal a trend breakdown. Source: Stock Talk (@stocktalkweekly), Nov 7, 2025.

According to @stocktalkweekly, Tesla shareholders approved a trillion-dollar pay package for Elon Musk at the shareholder meeting (source: @stocktalkweekly on X). The post includes no supporting documents, vote tally, or timing details, so independent confirmation via a company press release or SEC filing was not provided in the source post (source: @stocktalkweekly on X). For traders, immediate watch items tied to this headline include TSLA price reaction, options implied volatility, and after-hours volume given the governance catalyst cited in the post (source: @stocktalkweekly on X). The post does not reference cryptocurrencies such as BTC or ETH, so no direct crypto linkage is specified in the source itself (source: @stocktalkweekly on X).

According to @stocktalkweekly, NTCT, VIAV, DOCN, and ENS traded green while the broader session was described as a blood bath. Source: @stocktalkweekly on X, Nov 6, 2025. This price action indicates relative strength versus the wider market per the source’s characterization. Source: @stocktalkweekly on X, Nov 6, 2025. The post lists the ticker ENS without specifying whether it refers to a stock or the Ethereum Name Service token, so the asset type is not defined by the source. Source: @stocktalkweekly on X, Nov 6, 2025.

According to Stock Talk (@stocktalkweekly), Amkor (AMKR) is now about 55% higher since the author first shared a thesis at $24.35 per share on September 5, highlighting a significant price advance from that stated entry level (source: Stock Talk @stocktalkweekly on X, Nov 4, 2025). The post also notes that Amkor has become "much more popular" over the past two months, characterizing the call as being "ahead of the herd" (source: Stock Talk @stocktalkweekly on X, Nov 4, 2025). The update emphasizes timing and increased attention around the trade without adding new fundamental details (source: Stock Talk @stocktalkweekly on X, Nov 4, 2025). No cryptocurrency exposure or digital asset catalysts are mentioned in the post (source: Stock Talk @stocktalkweekly on X, Nov 4, 2025).

According to @stocktalkweekly, use the daily chart to time entries tight to the 9/21 EMA and rely on the weekly chart for exits to improve risk-reward on swing trades, with offensive buys from daily and conservative buys from weekly, source: Stock Talk (@stocktalkweekly) on X, Oct 30, 2025. According to @stocktalkweekly, turn on volume plus 9/21 EMA and 50/100/200 SMA to locate trend, support, and resistance for actionable entries and risk management, source: Stock Talk (@stocktalkweekly) on X, Oct 30, 2025. According to @stocktalkweekly, heavy buy volume is constructive, but heavy volume with little price movement is a red flag and the highest volume ever should be noted for decision-making, source: Stock Talk (@stocktalkweekly) on X, Oct 30, 2025. According to @stocktalkweekly, for strong or parabolic names do not get shaken out by brief daily 21 EMA breaks; trail stops at the weekly 9 EMA and predefine whether you can tolerate pulls to the weekly 21 EMA, source: Stock Talk (@stocktalkweekly) on X, Oct 30, 2025. According to @stocktalkweekly, for multi-year positions focus on avoiding severe monthly breakdowns and favor long-term buys near the 200 SMA on quality names for historically strong multi-year returns, source: Stock Talk (@stocktalkweekly) on X, Oct 30, 2025. According to @stocktalkweekly, treat the chart as a tool rather than a doctrine and apply simple rules for consistent execution, source: Stock Talk (@stocktalkweekly) on X, Oct 30, 2025.

According to @stocktalkweekly on X, VIAVI (VIAV) posted Q1 revenue of $299.1M versus a $275.3M estimate and EPS of $0.15 versus $0.11, up 25.6% and 150% year over year, respectively. Source: x.com/stocktalkweekly/status/1983654772801425474 Management attributed the beat to strong demand from the data center ecosystem and aerospace and defense customers and indicated momentum through the fiscal year. Source: @stocktalkweekly on X Management also stated that acquiring complementary Spirent product lines from Keysight is expected to strengthen VIAVI’s position in the data center ecosystem and expand its footprint. Source: @stocktalkweekly on X For traders, the post highlights beats on both top and bottom lines and management commentary on end-market strength; no direct crypto market impact was mentioned by the source. Source: @stocktalkweekly on X

According to Stock Talk, Meta reported Q3 2025 EPS of $1.05 versus a $6.67 estimate and revenue of $51.42B versus a $49.41B estimate, source: Stock Talk on X, Oct 29, 2025. The EPS shortfall was attributed to a one-time, non-cash income tax charge of $15.93B linked to the One Big Beautiful Bill Act and a valuation allowance under the U.S. Corporate Alternative Minimum Tax, source: Stock Talk on X, Oct 29, 2025. Management expects a significant reduction in U.S. federal cash tax payments for the remainder of 2025 and future years due to this legislation, source: Stock Talk on X, Oct 29, 2025. Stock Talk did not reference BTC or ETH; crypto market impact was not specified in the cited disclosure, which notes the EPS miss was driven by a non-cash tax item, source: Stock Talk on X, Oct 29, 2025.

According to @stocktalkweekly, Google reported EPS of $2.87 versus a $2.27 estimate and revenue of $102.35B versus a $99.3B estimate (source: @stocktalkweekly). The results imply a $0.60 EPS beat (+26.4% surprise) and a $3.05B revenue beat (+3.1% surprise), signaling simultaneous bottom-line and top-line outperformance relative to expectations (source: @stocktalkweekly). For traders, the magnitude of the beat offers a clear timestamped catalyst to track cross-asset reactions, including tech-heavy equity indices and major crypto pairs such as BTC and ETH, during U.S. trading hours (source: @stocktalkweekly).

According to @stocktalkweekly, Microsoft (MSFT) reported EPS of $4.13 versus the $3.66 consensus and revenue of $77.67B versus $75.39B, delivering a clean top- and bottom-line beat (EPS +$0.47 or +12.8%; revenue +$2.28B or +3.0%), source: @stocktalkweekly. Traders often treat simultaneous EPS and revenue beats at mega-cap tech as risk-on signals for broader equities, which can feed into crypto risk appetite via cross-asset flows, source: Coin Metrics, Kaiko. Bitcoin (BTC) has historically shown periods of positive rolling correlation with tech-heavy indices like the Nasdaq 100, so monitoring MSFT price action and Nasdaq futures into the next session may help gauge potential spillovers to BTC and ETH liquidity, sources: Coin Metrics, Kaiko, with earnings figures source: @stocktalkweekly.

According to @stocktalkweekly, a model of incremental revenue growth from Phase 1 of Amkor’s Peoria project suggests upside beyond the company’s organic growth trajectory. source: @stocktalkweekly. The source adds that Apple’s signed commercial commitments underpin the projections, implying the bull case may be conservative. source: @stocktalkweekly. Amkor previously announced a new advanced packaging and test facility in Peoria, Arizona, with Apple committing to utilize the site as a customer, establishing a visible demand base for initial capacity. source: Amkor Technology press release (Nov 6, 2023). For trading, key catalysts include management updates on Phase 1 ramp timing, Apple volume allocation, capacity utilization, and gross-margin impact in upcoming guidance and filings. source: independent analysis based on @stocktalkweekly and Amkor Technology press release (Nov 6, 2023). No direct cryptocurrency market impact was indicated by the source, suggesting limited immediate implications for BTC and ETH prices. source: @stocktalkweekly.

According to @stocktalkweekly, cost basis is king because even strong stocks endure periods of extreme volatility, and securing the right entry price provides the cushion needed to withstand inevitable drawdowns (source: @stocktalkweekly). The trading takeaway is that a lower entry price mathematically reduces percentage drawdowns for the same price move, for example a drop from 100 to 80 is a 20 percent loss for a 100 entry but roughly 11.1 percent for a 90 entry, improving risk-adjusted staying power during swings (source: @stocktalkweekly). Practically, this supports planning entries so expected volatility driven pullbacks remain within predefined risk limits instead of chasing price, which helps preserve capital and conviction through market noise (source: @stocktalkweekly).

According to Stock Talk (@stocktalkweekly), Amkor reported revenue of $1.99B versus a $1.93B estimate, a beat of $0.06B (~3.1%). Source: Stock Talk (@stocktalkweekly) on X, Oct 27, 2025. According to Stock Talk (@stocktalkweekly), EPS came in at $0.51 versus a $0.42 estimate, a beat of $0.09 (~21.4%). Source: Stock Talk (@stocktalkweekly) on X, Oct 27, 2025. According to Stock Talk (@stocktalkweekly), advanced packaging products set a new revenue record at $1.68B, representing approximately 84.4% of total sales and implying about $0.31B from other segments based on the totals provided. Source: Stock Talk (@stocktalkweekly) on X, Oct 27, 2025. According to Stock Talk (@stocktalkweekly), no cryptocurrencies or digital asset exposures were mentioned in this update, indicating no direct crypto market linkage cited by the source. Source: Stock Talk (@stocktalkweekly) on X, Oct 27, 2025.

According to @stocktalkweekly, Apple is in talks with Elon Musk’s SpaceX to integrate Starlink satellite connectivity into iPhones, starting with iPhone 18 Pro next year. Source: @stocktalkweekly. The source provides no official confirmation from Apple or SpaceX and shares no terms, pricing, or regional rollout details, indicating this is a single-source report at this time. Source: @stocktalkweekly.

According to @stocktalkweekly, the Wall Street Journal reported that the U.S. Commerce Department is in talks to take equity stakes in quantum-computing companies in exchange for federal funding, with minimum awards discussed at $10 million per company (source: Wall Street Journal via @stocktalkweekly). The companies in discussions include IonQ (IONQ), Rigetti Computing (RGTI), and D-Wave Quantum (QBTS), while Quantum Computing Inc. (QUBT) and Atom Computing are considering similar arrangements (source: Wall Street Journal via @stocktalkweekly). The report describes the move as an expansion of the Trump administration’s intervention in critical technology sectors and notes other technology firms are expected to compete for the funding (source: Wall Street Journal via @stocktalkweekly).

According to @stocktalkweekly, NVIDIA and Taiwan Semiconductor Manufacturing Co. have officially produced the first 'Made in America' Blackwell AI chips at TSMC Arizona, which the author characterizes as a historic moment for the American semiconductor industry and national security, further asserting that 'TSM is now American' (Source: @stocktalkweekly, Oct 18, 2025). The post highlights tickers $TSM, $NVDA, and $AMKR in connection with this update, underscoring U.S.-based Blackwell manufacturing as the focal trading narrative in the source (Source: @stocktalkweekly, Oct 18, 2025). The source does not provide additional specifications, timelines, or crypto market implications, and no cryptocurrencies are mentioned (Source: @stocktalkweekly, Oct 18, 2025).