WealthyReadings
$ALAB is up more than 15% in two days following $CRDO earnings.

Why? Because the market starts to understand that the next AI winners aren't the obvious ones who sell volume.

They are the small ones who sell optimization.

I bought $ALAB a few days ago for 10% of the portfolio. I now have all the confirmations I need to double the position.

Bet big on your winners when the stars are aligned.

$ALAB is setting up to be one of the major winners of the next AI narrative: optimization.

The bulk of compute has already been deployed. The next frontier isn’t “more GPUs”, it’s better use of the hardware we have and will have, both on software & hardware.

Hardware optimization is what $ALAB does.

They build the invisible backbone of AI data centers, systems that move data faster, smoother and with far less waste. They eliminate the bottlenecks that slow AI down.

Why this matters:
🔹 Every AI giant is now obsessed with efficiency, energy is capped and data centers can’t scale fast enough so they need to optimize.
🔹 Bigger models + more demand = more data movement = more & larger bottlenecks.
🔹 Every second of compute lost or non optimized costs companies more than the hardware to fix that situation.
🔹 The future is about squeezing every ounce of performance out of existing infrastructure

That's what $ALAB proposes.

As AI continues to scale, the next winners won’t be the companies selling volume anymore, they’ll be the ones unlocking above average optimization.

The leap from “great” to “perfect” is where the next trillion-dollar value will be created. And only a few specialized players can deliver that.

$ALAB might be one of the biggest opportunities in that narrative.

Details below 👇 - WealthyReadings
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Quiver Quantitative
JUST IN: Trump has said that the government will give tariff dividend checks, while also reducing the national debt.

The national debt just hit $38 trillion, and has risen $2 trillion so far this year. https://t.co/p3b3loLtWR
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WealthyReadings
My December Investing Plan is live!

Closing FY25 with a strong portfolio and getting ready for a volatile FY26.

Portfolio breakdown, market outlook, FY26 watchlist and precise December buy/sell plans.

👇
https://t.co/CC0qPpSAE5
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Quiver Quantitative
This keeps getting wilder.

This summer, a stock trade by Representative Robert Bresnahan caught our eye.

We posted this report.

$CRDO has now risen 176% since his trade.

BREAKING: Representative Robert Bresnahan just filed dozens of new trades.

One of them stood out:

A purchase of Credo Technology Group stock, $CRDO.

Credo build infrastructure for data centers. This is the first time we have seen Bresnahan buy it.

Full trade list on Quiver. https://t.co/9W13csSee9 - Quiver Quantitative
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Clark Square Capital
"We see healthy spending metrics across both mass and affluent segments..."

The US consumer continues undefeated.

Mastercard on US consumer: divergence between gloomy surveys & 'hard' spend data. Spend consistent across demos & solid over Black Friday weekend. $MA or $V won't call turning points but watch what consumers do, not what they say. $XLY $XLF $WMT $AMZN $TJX $LRLCY $EL $PG https://t.co/T5B2UELcXn - Rahul Sharma
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Quiver Quantitative
There is now a 92% chance that the Fed will cut rates at the next meeting, per Polymarket odds. https://t.co/LSrFV1lahh
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WealthyReadings
I am intentionally walking away from one of the best setups on the market.

$PATH looks just ready to explode post-earnings 🚀

But it doesn't fit my system. This is the hardest part in the markets: turning your back on some massive setups because it doesn't check all boxes.

But systems are here to protect us from ourselves.
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WealthyReadings
RT @WealthySwings: $ALAB had a great consolidation, great breakout and is giving us a perfect retest today after strong earnings from Credo confirming the need and demand for their products.

Man only want one thing and it's disgusting: this. https://t.co/jjgFyybD40
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EndGame Macro
RT @DiMartinoBooth: Nothing like thorough analysis that cuts through the… well, you know.

Reading Between the Lines of the ISM Manufacturing Report: A Cooling Economy in Motion

If you read this month’s ISM report without overthinking it, it comes across pretty plainly: the manufacturing side of the economy is still slowing, and the parts that look healthy are being held up by things that won’t last. The PMI at 48.2 marks nine straight months of contraction, new orders fell again, backlogs shrank for the 38th month, and employment continues to roll over. Those aren’t noisy month to month wiggles. they’re long stretches of weakness, the kind that only show up when demand has been soft for a long time. You can hear it in the actual comments too: companies talking about cutting staff, customers refusing to plan ahead, and everyone tiptoeing around uncertainty. None of that sounds like a sector that’s confident about next year.

The Awkward Mix That Doesn’t Quite Add Up

At the same time, the report throws out a few numbers that don’t match the slowdown narrative on the surface. Production actually rose this month, and customers inventories are still marked as too low, which usually hints at future restocking. Prices are also still rising, not dramatically but enough to keep the prices index in the high 50s. On paper, that’s the kind of mix you’d expect from an expansion: higher output, low inventories, firm prices. But when you look at why these things are happening, the story gets more fragile. Production is up because factories are burning through old backlogs, not because new demand is coming in. Customers’ inventories are too low because they’re scared to commit, they’re ordering only what they need right now. And prices aren’t rising because buyers are flush with cash; they’re rising because tariffs and input costs are working their way through the system. It’s late cycle behavior dressed up as resilience.

Why This Can Slide Toward Deflation

My biggest takeaway from all of this is that the underlying momentum is fading, and the more companies rely on cutting labor and squeezing margins to keep things steady, the closer they get to the point where something finally breaks. When backlogs run out, and 38 months of contraction tells you they already have production eventually has to fall. When customers stay cautious long enough, low inventories stop being bullish and start being a sign that people simply don’t want to hold excess goods. And when firms keep trying to raise prices into weakening demand, there’s a point where the pricing power just cracks. That’s how an inflation story quietly flips into a disinflation or even deflation story: first volumes roll over, then margins, then prices. You can already see the outline. The report doesn’t scream recession or collapse, it’s quieter than that but it’s full of the kind of slow, grinding weakness that eventually forces companies to lower prices because demand just isn’t there anymore. And once that shift happens, it tends to move faster than people expect. - EndGame Macro
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