My solution for you today

Sunday, October 19, 2025 Hello investors! On the 38th anniversary of Black Monday, markets face a critical earnings week led by Tesla and Netflix, while government shutdown uncertainty persists. Samsung unveils its XR headset, and delayed economic data finally arrives Friday. Let's explore what could drive your portfolio in this consequential week ahead. This Week's Big Question: Can Tesla's Robotaxi Update Reshape Transportation? Wednesday's Tesla earnings call at 5:30 PM promises to be on

Sunday, October 19, 2025 Hello investors! On the 38th anniversary of Black Monday, markets face a critical earnings week led by Tesla and Netflix, while government shutdown uncertainty persists. Samsung unveils its XR headset, and delayed economic data finally arrives Friday. Let's explore what could drive your portfolio in this consequential week ahead. This Week's Big Question: Can Tesla's Robotaxi Update Reshape Transportation? Wednesday's Tesla earnings call at 5:30 PM promises to be one of the week's most watched events. Elon Musk's update on the robotaxi service rollout could have far-reaching implications for the entire transportation sector, including Waymo and Uber Technologies. With options trading implying a share price swing exceeding 8%, investors will scrutinize: Robotaxi deployment timeline and geographic expansion plans Full Self-Driving technology validation and safety metrics Production capacity and vehicle optimization for autonomous operations Competitive positioning versus traditional ride-sharing and autonomous rivals Regulatory progress and partnership developments The outcome could significantly influence sentiment toward autonomous vehicle technology and transportation-as-a-service business models. Streaming Giant Under Scrutiny: Netflix Earnings Tuesday brings Netflix's quarterly results, providing crucial insights into streaming industry dynamics and consumer entertainment spending. Key focus areas include: Subscriber growth across geographic markets Average revenue per user and pricing power Content spending effectiveness and hit-driven success Advertising tier adoption and revenue contribution Competition from Disney+, Max, and other streaming services Netflix's performance often influences the broader media and entertainment sector, making this a critical bellwether for the streaming wars. Government Shutdown Impact: Economic Data Delayed The ongoing government shutdown enters its third week, creating uncertainty around economic data releases and market functioning. Friday finally brings a flurry of delayed economic reports: September CPI report (originally scheduled weeks ago) PMI data providing manufacturing and services sector insights New Home Sales report University of Michigan Consumer Sentiment update This data deluge could create significant volatility as markets digest multiple economic indicators simultaneously. The inflation data will be particularly crucial for Fed policy expectations. Automotive Earnings: GM, Ford, and Traditional Automakers Tuesday features General Motors earnings, while Thursday brings Ford Motor results. These reports will provide insights into: Traditional automaker positioning amid EV transition Pricing power and inventory management Market share dynamics versus Tesla and new entrants Profitability of electric versus combustion vehicles Capital allocation between legacy and future technologies Technology Sector Parade The week features a impressive technology earnings lineup: Tuesday: Texas Instruments (semiconductor demand indicator) Wednesday: IBM, AT&T, Lam Research Thursday: T-Mobile, Intel, Honeywell Intel's results will be particularly significant given the company's restructuring efforts and competition in data center and AI markets. Samsung XR Headset: Mixed Reality Competition Tuesday's Samsung Galaxy "Worlds Wide Open" media event will reveal the company's new XR headset, known internally as Project Moohan. This launch could influence sentiment toward mixed reality technology and competition with Meta's Quest, Apple's Vision Pro, and other headset manufacturers. The reveal may impact suppliers in the display, sensor, and component manufacturing sectors. China Policy Review: Fourth Plenum Monday features China's Communist Party Fourth Plenum reviewing the party's five-year plan. Policy announcements could influence Chinese stocks, multinational companies with China exposure, and global economic growth expectations. Disney Streaming Price Increases Tuesday marks Disney's implementation of price increases for Disney+, Hulu, and ESPN streaming services across both standalone and bundled plans. This pricing adjustment tests consumer willingness to pay amid inflationary pressures and competitive alternatives. Healthcare and Biotech Focus Wednesday begins the AACR-NCI-EORTC International Conference on Molecular Targets and Cancer Therapeutics. This highly watched gathering could produce significant clinical trial updates and drug development announcements from companies including Xencor, Nuvalent, and Zentalis Pharmaceuticals. Thursday brings an FDA action date for GSK's Belantamab mafodotin in relapsed or refractory multiple myeloma, potentially moving both GSK and the oncology sector. Housing Market Indicators Thursday's Existing Home Sales report from the National Association of Realtors will provide insights into residential real estate activity. Combined with Friday's New Home Sales data, these reports will help gauge housing market momentum amid elevated mortgage rates. Corporate Actions and Shareholder Votes Notable corporate events include: Tuesday: MeridianLink shareholders vote on Centerbridge takeover Wednesday: Cenovus Energy and MEG Energy shareholders vote on proposed merger Volatility and Technical Watch Reddit and Biohaven show elevated options volume suggesting potential volatility. Hertz Global and SoundHound AI head into the week with high short interest. Technical extremes include: Overbought: Investview, Praxis Precision, Vine Hill Capital Investment Oversold: Jin Medical, Graphic Packaging, Tvardi Therapeutics Options traders expect double-digit moves from Galaxy Digital, Elevance Health, QuantumScape, Winnebago, Alaska Air, and Deckers Outdoor following earnings. Additional Earnings Highlights The week features numerous other notable reports: Tuesday: GE Aerospace, Coca-Cola, Lockheed Martin, Mattel, Capital One Wednesday: Boston Scientific, Las Vegas Sands, Hilton Worldwide Thursday: Union Pacific Friday: Procter & Gamble, General Dynamics, HCA Healthcare Commodity and Conference Updates Tuesday's WTI crude November futures expiration could create oil market volatility. Thursday's World Coffee Innovation Summit in London features presentations from Starbucks, Lavazza, and JDE Peet's. Key Events by Day Monday: China Fourth Plenum, FDA action date for Glaukos therapy, UK CMA Getty-Shutterstock review expires  Tuesday: Netflix earnings, Tesla component earnings (GM, Texas Instruments), Samsung XR reveal, Disney price increases  Wednesday: Tesla earnings call (5:30 PM), IBM earnings, cancer therapeutics conference begins  Thursday: Intel earnings, Ford earnings, Existing Home Sales, FDA GSK decision, coffee summit  Friday: P&G earnings, delayed September CPI report, PMI data, New Home Sales, Michigan sentiment What's your prediction for Tesla's robotaxi update – will it mark a turning point for autonomous transportation or face skepticism about deployment timelines? Reply to this newsletter with your thoughts, and I'll feature the most insightful responses in next Sunday's edition. Weekend Upgrade: Add OCP Performance Stop waiting for tools in development. OCP Indicator is performing right now and is ready for immediate use. Weekend timing is perfect for adding proven performance. Upgrade your weekend. Upgrade your trading. [Upgrade to OCP] Weekend setup. Proven performance. Ready Monday. Until next time, happy investing! FindBetterTrades Trading Strategy Guides © 2025 – Unsubscribe