STOCK MARKET TALK | TRADING WITH SINGLE STOCK LEVERAGED ETFS

Executive Summary

In this X Space titled STOCK MARKET TALK | TRADING WITH SINGLE STOCK LEVERAGED ETFs, host Options Mike (Gab) and co-host Evan are joined by speakers Brian Lund, Logical, Roy, Sean (Dakmar), Michael, Wolfie, Jay, and Trader ETFs representative Matt to analyze the FOMC interest rate pause, upcoming tech earnings from Microsoft and Google, and market sentiment. The discussion covers the Fed's 10-2 rate decision, Kevin Warsh's proposed framework to reduce rate-setting meetings to six per year by 2028, Oracle's Investor Day guidance capping capital raises and projecting positive free cash flow by fiscal 2028, and major earnings results for Microsoft, Google Cloud, and ServiceNow. Later, the panel discusses the Bloomberg wire report on Marvell entering advanced talks to acquire Lumentum Holdings for a potential mega-deal, alongside single-stock leveraged ETF trading strategies using products from Trader ETFs like LITX, LITZ, ANTT, and ANTZ.

💡 Discussion Highlights & Key Takeaways

• [00:00] The Federal Reserve paused interest rate hikes in a 10-2 decision with Cook and Hammock dissenting in favor of a rate hike.
• [00:00] Kevin Warsh announced plans to reduce the Fed's interest rate setting meetings from eight to six per year by 2028.
• [00:00] Logical noted that the IWM reclaimed its 200-day moving average alongside $100 million in call volume across Microsoft, Amazon, Google, and Apple.
• [18:44] Meta's revenues grew 26% year-over-year in the latest quarter while spending heavily on AI infrastructure.
• [18:44] Anthropic reported potential profitability with $130 billion in cash and plans to raise another $100 billion.
• [42:30] Oracle announced at Investor Day that free cash flow will turn positive in the second half of fiscal 2028 and hit $30 billion in fiscal 2029.
• [42:30] Oracle guided that CapEx will peak in full years 2027 and 2028 before stepping down in 2029 while placing a hard cap on additional capital raises.
• [1:02:29] Microsoft reported Q3 EPS of $4.89 versus $4.72 estimated and revenue of $92.27 billion versus $90.74 billion expected.
• [1:02:29] Google reported Q3 revenue of $127.57 billion versus $127.91 billion expected, with Google Cloud revenue doubling year-over-year to $30.71 billion.
• [1:02:29] ServiceNow reported revenue up 21% year-over-year, but the stock fell 10% in after-hours trading following a slight revenue miss.
• [1:59:52] Bloomberg reported that Marvell is in advanced talks to acquire Lumentum Holdings.
• [1:59:52] Lumentum held a market value of approximately $83 billion prior to the acquisition talks, while Marvell was valued at $221 billion.
• [2:35:08] Trader ETFs announced the upcoming launch of ANTT (2X long Anthropic) and ANTZ (2X short Anthropic) around the expected November Anthropic IPO.
• [2:35:08] The 2X short SanDisk ETF SNDQ trades $257 million daily against $87 million in assets, turning over roughly three times per day.
• [2:35:08] Trader ETFs announced a new 2X short Marvell ETF scheduled to launch the week of November 16th.

About this X Space Audio Recording

This audio recording was captured from STOCK MARKET TALK | TRADING WITH SINGLE STOCK LEVERAGED ETFS, an X (formerly Twitter) Space hosted by Stocks On Spaces (@StocksOnSpaces). The broadcast went live on 2026-10-28 19:00 with an active running time of approximately 2h 54m.

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