$META Capex is going up for next year. CFO says coMetric on how addictive $META products are. They sAll of the important updates for $MSFT will come o$META call is live. Zuck says he will overbuild fo$BMNR has not reported earnings tonight which makeI don't’ understand why $META is down 7%. They effI also don't understand why $MSFT is down 3%. Azur$BMNR you have my attention 👀$GOOG Search up 14.5%. Whisper was up 13%. Google $GOOG Cloud up 33.5% vs. 29.5% estimate. Also an a$GOOG Search was up 14.5% vs. 11.7% in June.Source$Tesla(TSLA.US)goodGUNDLACH WE SAYS THINK INFLATION IS GOING TO STAY US 2- TO 7-YEAR YIELDS RISE AT LEAST 10 BASIS POIN*GUNDLACH: WOULD BRING GOLD DOWN TO ABOUT 10% OF PPowell made comments today that because of the govBREAKING: Jerome Powell says “this is different frPOWELL: RISING DEFAULTS WHERE WE SEE THEM DON'T SIPOWELL ACKNOWLEDGES RISING DEFAULTS IN SUBPRIME CR- POWELL ENDS PRESS CONFERENCE"December cut is not a foregone conclusion" Absolu*GUNDLACH: THINK WE NEED TO PRICE OUT ASSUMPTION OPOWELL: THIS IS DIFFERENT FROM DOT-COM ERA POWELL:*POWELL: WE THINK ECONOMY WILL GROW AROUND 1.6% THPOWELL: HOPE BY DECEMBER WE'LL GET A BETTER FLOW O*POWELL: DON'T SEE SIGNIFICANT DETERIORATION ANYWHBreaking 🚨 Turns out Rep. Lisa McClain owns anothePOWELL: THERE'S A SENSE FROM SOME, LETS PAUSETesla’s board learned something critical from 2018POWELL: IT TAKES A WHILE FOR TARIFFS TO GET TO CONPOWELL: COULD GET 2 OR 3 OR 4 MORE TENTHS OF INFLAPOWELL: INFLATION IS STILL VERY MUCH MAKING PEOPLEPOWELL: ASKED ABOUT EQUITY PRICES, SAYS NOT OUR JOPOWELL: WE'VE MOVED 150 BASIS POINTS, NOW IN RANGE*POWELL: CONSUMERS AT LOWER END ARE STRUGGLING, BU🚨 POWELL: SOME PEOPLE ON COMMITTEE FEEL IT'S TIME POWELL: DRIVING IN THE FOG, YOU COULD SLOW DOWN🚨 POWELL: COULD IMAGINE THAT LACK OF DATA AFFECTS POWELL: MUCH OF THE TIME THE LAYOFFS ARE ABOUT AI;*POWELL: WATCHING LAYOFF ANNOUNCEMENTS VERY CAREFU*TWO-YEAR TREASURY YIELD JUMPS 9BPS WITH DECEMBER TRADERS PARE BETS ON DECEMBER RATE CUT AFTER POWELPOWELL: ESTIMATE TOTAL PCE AND CORE PCE ROSE 2.8%POWELL: HIGHER TARIFFS PUSHING UP SOME GOODS PRICEPOWELL: REASONABLE BASE CASE IS TARIFF EFFECTS ON POWELL: RISK OF MORE PERSISTENT INFLATION NEEDS TO"Beginning on December 1, reinvest all principal pTRADERS PARE BETS ON DECEMBER FED RATE CUT, NOW SE🚨 POWELL: ANOTHER CUT IN DECEMBER IS FAR FROM ASSUPOWELL: DECEMBER CUT IS NOT FOR SURE, FAR FROM IT