Elon's New A.I. Device is About to Shock the World

Sunday, November 2, 2025 Hello investors! Ready for some fireworks? This week brings us one of the most talked-about shareholder votes in corporate history – Tesla's billion-dollar question on Musk's pay package. But that's just the headline act. We've also got critical earnings from AMD and Palantir, a rare Bank of America Investor Day (their first in 15 years!), another spinoff creating fresh opportunities, and Fed speakers galore. Let's dive into what could shake up your portfolio this week

Sunday, November 2, 2025 Hello investors! Ready for some fireworks? This week brings us one of the most talked-about shareholder votes in corporate history – Tesla's billion-dollar question on Musk's pay package. But that's just the headline act. We've also got critical earnings from AMD and Palantir, a rare Bank of America Investor Day (their first in 15 years!), another spinoff creating fresh opportunities, and Fed speakers galore. Let's dive into what could shake up your portfolio this week. This Week's Billion-Dollar Question: Will Tesla Shareholders Give Musk His Trillion? Thursday is the day everyone's been waiting for. Tesla holds its shareholder meeting at Gigafactory Texas, where shareholders will vote on Elon Musk's proposed $1 trillion pay package. Yes, you read that right – trillion with a "T." But here's what makes this even more intriguing: The meeting isn't just about the pay vote. Expect progress reports on the robotaxi network pilot, the Cybercab program, Tesla Semi production ramp, and next-generation battery technology (specifically the Gen 3 Cybercell manufacturing). Will Musk deliver enough innovation updates to justify that eye-popping compensation? And how will the market react regardless of the vote outcome? If you're holding Tesla shares, this could be the most consequential shareholder meeting of the year. Tech Earnings Showdown: Can AMD and Palantir Keep the Rally Alive? Speaking of high stakes, Tuesday brings us AMD's earnings report – a critical read-through for the AI chip narrative that's been driving tech stocks all year. With Nvidia's shadow looming large, can AMD prove it's carving out its own piece of the AI pie? Data center revenue and AI accelerator commentary will be dissected word by word. But don't sleep on Monday's Palantir report either. This stock has been on a tear, and options volume suggests traders are bracing for significant volatility. Can Palantir's AI platform growth story continue to justify its premium valuation? With government contracts and commercial expansion both in play, this earnings call could go either way. And let's not forget Tuesday's Super Micro Computer (SMCI) report – another AI infrastructure play that'll provide clues about enterprise spending trends. Bank of America's Big Reveal: What Are They Hiding? Here's something you don't see every day: Wednesday marks Bank of America's first Investor Day in roughly 15 years – only their second since the 2007-2008 financial crisis. Why break the silence now? When a major bank finally decides to host an Investor Day after a decade and a half, they usually have something important to say. Are they unveiling a major strategic shift? New growth initiatives? A transformation story that needs telling? Whatever it is, this event deserves your attention. Bank of America doesn't do this lightly. Another Week, Another Spinoff: DuPont Creates Qnity Electronics Monday brings yet another spinoff to add to your watchlist. DuPont spins off its electronics business as Qnity Electronics, with shareholders receiving one Qnity share for every two DuPont shares held as of October 22. Here's the playbook: Spinoffs often create value as the market figures out how to properly value each entity independently. The electronics business gets focused management, and DuPont sharpens its portfolio. Both stocks could present opportunities as post-spinoff price discovery plays out. Plus, there's a smaller spinoff happening Tuesday with Hamee Corporation spinning off its Ne Inc. subsidiary. The more niche, the more potential for mispricings. Volatility Watch & Technical Extremes Options markets are lighting up with several names poised for big moves: High volatility expected: Circle Internet Group (CRCL) – crypto exposure making waves Palantir (PLTR) – Monday earnings could swing this one hard Overbought territory (watch for potential pullbacks): Investview (INVU) Intensity Therapeutics (INTS) Cambium Networks (CMBM) Oversold territory (bounce candidates): FM Corp. (FMC) Fiserv (FI) Stride (LRN) These technical extremes often lead to mean reversion trades – but timing is everything. Investor Day Bonanza: Three Companies Make Their Pitch Beyond Bank of America's rare appearance, we've got a full roster of corporate presentations: Tuesday: Caterpillar Investor Day The industrial giant embarks on its next 100 years. Expect strategic priorities and growth opportunities from a company that's been a bellwether for global economic activity. Wednesday: LendingClub Investor Day Takes place in New York City. Fintech lending models under scrutiny – can they articulate a path to sustainable profitability? Thursday: Western Union Investor Day The legacy money transfer company needs to prove it can compete in the digital payments era. What's their transformation story? MSCI Index Shuffle: Follow the Money Wednesday and Thursday postmarket, MSCI announces updates to its global equity indexes. These rebalancings force massive institutional buying and selling as index funds adjust their holdings. Pro tip: Watch for the additions and deletions. The additions typically see buying pressure in the days leading up to implementation, while deletions face selling pressure. It's not always profitable, but it's always interesting to track. Pfizer's Tuesday Deadline: Match or Walk Away? Here's a subplot worth monitoring: Tuesday is Pfizer's deadline to match Novo Nordisk's bid for Metsera. Will they jump into the bidding war, or let this obesity-focused biotech target slip away? Given the arms race in GLP-1 drugs, this decision could signal Pfizer's confidence (or lack thereof) in their own obesity pipeline. Either outcome tells a story. Fed Speakers: What Are They Really Saying? Four Federal Reserve officials hit the speaking circuit this week: Monday, 12 PM: SF Fed President Mary Daly (Forum Club of the Palm Beaches) Monday, 2 PM: Fed Governor Lisa Cook (Brookings Institution) Thursday, 11 AM: Fed Governor Michael Barr (St. Louis Fed virtual event on community development) Thursday, 12 PM: Cleveland Fed President Beth Hammack (Economic Club of New York) After last week's policy meeting, markets will parse every word for hints about the future rate path. Is the "higher for longer" narrative solidifying, or are cracks appearing? Your Day-by-Day Roadmap Monday: DuPont/Qnity Electronics spinoff goes live Notable earnings: Clorox, onsemi, Qorvo, Lattice Semiconductor, Palantir, Williams Cos. Dividend watch: Citigroup, Ford Fed speakers: Mary Daly (12 PM), Lisa Cook (2 PM) Tuesday: Morning: Pfizer's deadline to match Novo's Metsera bid After close: AMD, Capri Holdings, Cirrus Logic, Leidos, Match Group, Molson Coors, Pinterest, Shopify, Super Micro Computer, Yum Brands All day: Caterpillar Investor Day All day: Hamee/Ne Inc. spinoff Wednesday: After close: AMC Entertainment, McDonald's, Devon Energy, Dine Brands, Fastly, Fortinet, HubSpot, Qualcomm All day: Bank of America Investor Day (Boston) – first in ~15 years! All day: LendingClub Investor Day (NYC) Postmarket: MSCI index updates announced Thursday: Tesla shareholder meeting – Musk pay package vote + robotaxi/Cybercab updates After close: Airbnb, ConocoPhillips, Datadog, EchoStar, Dropbox, Five9, Hyatt Hotels, Ralph Lauren, Take-Two Interactive, Wynn Resorts All day: Western Union Investor Day All day: National Retail Federation's 2025 holiday sales forecast 9 AM: Synovus/Pinnacle Financial shareholder votes on merger Fed speakers: Michael Barr (11 AM), Beth Hammack (12 PM) Postmarket: MSCI index updates announced Friday: Notable earnings: Constellation Energy, Enbridge, Six Flags, Wendy's IPO pricings this week: Off The Hook (OTH), BETA Technologies (BETA) The Bottom Line This week is absolutely loaded with catalysts that could reshape portfolios heading into the holiday season. The Tesla shareholder vote alone is must-watch TV, but when you layer in critical tech earnings, a rare BofA Investor Day, spinoff opportunities, and Fed commentary, you've got a recipe for market-moving action. My take? Keep your position sizing disciplined and your watchlists updated. Whether you're trading the volatility or investing for the long haul, this week demands your full attention. What's your prediction on the Tesla vote – will shareholders approve Musk's trillion-dollar pay package, or is this headed for a dramatic rejection? Hit reply with your thoughts, and I'll share the best takes in next week's edition. Last Call: 1-Year Access Ends in Hours” This is it. No second chances. At midnight, the 1-Year Access plan is gone — permanently. TriSignal Scanner members are already trading hands-free from real alerts. You can still join them… for a few more hours. 👉 Grab it before the price resets. Until then, stay alert and happy investing! FindBetterTrades P.S. – If you're holding DuPont, check your brokerage account to ensure you'll receive your Qnity Electronics shares. And if you're eyeing those IPOs (Off The Hook and BETA Technologies), do your homework on the prospectuses before jumping in. Trading Strategy Guides © 2025 – Unsubscribe