| Sunday, November 23, 2025 Hello investors! It's Thanksgiving week – which normally means lower volumes and sleepy markets. But not this year. We've got Michael Burry teasing a mysterious disclosure that has Wall Street buzzing, Alibaba and Dell earnings that could set the tone for tech, a major airline merger closing, and critical holiday shopping data dropping right as Black Friday kicks off. Oh, and the market closes early on Friday, so everything's compressed. Let's carve up what matters before you carve the turkey. This Week's Mystery Box: What Does Michael Burry Know?Tuesday – The investor who famously predicted the 2008 housing crash has teased "a disclosure or release of some sort" on social media. Speculation is running wild. Here's what the rumor mill is churning: Burry may be preparing to release warnings about the U.S. stock market, specifically targeting the artificial intelligence boom and what he sees as questionable accounting practices at major tech firms like Nvidia, Oracle, Meta, and Palantir. Is this the moment the AI bubble skeptics have been waiting for? Or another cryptic Burry tweet that ultimately amounts to nothing? We won't know until Tuesday, but given his track record, ignoring him entirely seems unwise. At minimum, volatility in the names he mentions could spike purely on speculation. My take? Whether you agree with Burry or not, his disclosures tend to generate headlines. If you're heavily positioned in AI-related names, at least be aware that Tuesday could bring unexpected turbulence. This week delivers the first real verdict on the 2025 holiday shopping season: Wednesday, 8:00 AM: Adobe releases season-to-date holiday sales data – dropping right before Black Friday weekend kicks off. This is your preview of consumer appetite. Friday, 5:00 PM: Salesforce releases Black Friday shopping data – the first hard numbers on whether Americans opened their wallets or stayed cautious. Between these two reports and Tuesday's delayed September Retail Sales data (8:30 AM), we'll have a comprehensive picture of consumer spending momentum heading into the most critical shopping period of the year. Retailers live and die by these numbers. Alibaba's Moment: Has China Tech Finally Turned?Tuesday brings us Alibaba's earnings, and this one feels different. After years of regulatory crackdowns, geopolitical tensions, and founder Jack Ma's extended disappearance from public life, there's growing optimism that China's tech giants may have finally found a bottom. But here's the question: Is the recovery real, or is this another head-fake in a stock that's broken investors' hearts repeatedly? Watch the commentary on cloud growth (their answer to AWS), domestic e-commerce competition with PDD Holdings, and any signals about government relations. If Alibaba delivers a confident quarter with improving margins, it could reignite interest in the entire China tech sector. If they disappoint, expect another round of "is China investable?" debates. Dell's AI Server Story: The Hidden Infrastructure PlayTuesday, 4:30 PM – Dell Technologies holds its earnings call, and options are pricing in a 10% swing. That's massive for a company this size. Why the volatility expectation? Dell has positioned itself as a key player in AI server infrastructure, and investors want to see if enterprise demand is translating into actual revenue. With data center buildouts accelerating, Dell should be a beneficiary – but "should be" and "is" are different things. Here's a fascinating correlation to watch: Intel has traded in the same direction as Dell after its last eight consecutive earnings reports. If you're looking for a sympathy play (or hedge), that's a remarkable streak worth noting. Airline M&A: Creating a Regional GiantTuesday marks the expected closing of Mesa Air's merger with Republic Airways, creating one of the largest U.S. regional airline companies. Why does this matter beyond the two companies involved? Regional airlines are the backbone of the hub-and-spoke system that major carriers depend on. Consolidation in this space could mean better pricing power for regional operators and potentially higher costs for the majors who contract with them. Keep an eye on American, United, and Delta for any read-through commentary. Vegas Watch: October Gaming RevenueTuesday – The Nevada Gaming Control Board releases October gaming revenue numbers. Analysts will be laser-focused on Las Vegas Strip performance amid ongoing tourism concerns. Are visitors still flooding Vegas and dropping money at the tables? Or is the post-pandemic revenge travel boom finally fading? These numbers directly impact Wynn, MGM, Caesars, and the broader leisure sector. Volatility Watch & Technical ExtremesOptions markets are flagging some interesting setups: High volatility expected: - Oklo (OKLO) – nuclear energy play with wild option interest
- Strategy (MSTR) – Bitcoin proxy with legendary volatility
Double-digit moves priced in: - Kohl's (KSS) – earnings report could swing 10%+
- Abercrombie & Fitch (ANF) – same story
- Dell Technologies (DELL) – 10% move implied
Overbought territory (pullback candidates): - Exact Sciences (EXAS)
- Blue Acquisition (BACC)
- Magnitude International (MAGH)
Oversold territory (bounce candidates): - Perrigo (PRGO) – third consecutive week oversold
- Greystone Housing Impact Investors (GHI)
- Janus International (JBI) – second week oversold
Short squeeze potential: - Sonnet BioTherapeutics (SONN) – elevated short interest
- Mobileye (MBLY) – short interest rising
That Perrigo and Janus multi-week oversold condition is notable. Either something's fundamentally broken, or they're coiled springs waiting for a catalyst. OPEC+ Preview: Production Drama AheadFriday – The energy sector will be on edge ahead of the OPEC+ meeting scheduled for November 30. The alliance is expected to reassess oil production strategy, potentially re-establishing quotas and addressing past overproduction. This meeting matters because it sets the supply framework heading into 2026. Will they maintain cuts to support prices? Or will internal tensions lead to quota busting? The pre-meeting positioning on Friday could create unusual crude volatility, especially with trading ending early at 1:00 PM. Key Economic Data & Fed ActivityTuesday, 8:30 AM: Delayed September Retail Sales report – finally getting this data point Wednesday, 8:00 AM: Delayed September Durable Goods Orders – another catch-up release Wednesday, 2:00 PM: Fed Beige Book release – economic conditions across all Fed districts The Beige Book is particularly important right now. It provides anecdotal color on how businesses are actually feeling, which sometimes tells a different story than the hard data suggests. MSCI Index Changes Go LiveMonday, 9:00 AM – The MSCI Quarterly Index Review changes take effect. The largest additions to the MSCI World Index include: - CoreWeave (CRWV)
- Nebius Group (NBIS)
- Insmed (INSM)
Index inclusions mean forced buying from passive funds. These stocks often see elevated volume and price pressure around implementation dates. If you own any of the additions, that's potentially good news. If you're looking to buy, consider whether the index-driven buying has already pushed prices higher than you'd like. Retail Earnings Blitz: Reading the ConsumerBeyond Alibaba and Dell, Tuesday delivers a retail earnings bonanza: - Best Buy (8:00 AM call) – Holiday outlook critical. Watch suppliers Netgear, Turtle Beach, and Sonos, which generate 10%+ of revenue from BBY
- Dick's Sporting Goods – Athletic retail health check
- Kohl's – Department store survival story (double-digit move expected)
- Abercrombie & Fitch – Teen/young adult discretionary spending
- J.M. Smucker – Consumer staples pricing power
Each of these tells a different story about different consumers. Together, they paint a comprehensive picture. M&A Votes & DeadlinesTuesday: Hanesbrands shareholders vote on merger with Gildan Activewear – apparel consolidation continues Friday: FDA action date for Otsuka's sibeprenlimab – binary biotech event Your Day-by-Day RoadmapMonday: - Notable earnings: Agilent Technologies, Zoom Communications, Symbotic
- 9:00 AM: MSCI index changes take effect (CoreWeave, Nebius, Insmed added)
- 8:00 AM: Canadian National Railway CFO at Desjardins Conference
- All day: TD Cowen Obesity Summit (MBX Biosciences, Aardvark Therapeutics)
- Dividend ex-dates: Hyatt, Johnson & Johnson, T-Mobile, eBay
Tuesday: - After close: Alibaba, Analog Devices, Dell, Best Buy, Autodesk, Workday, Zscaler, HP, Dick's Sporting Goods, J.M. Smucker, NIO, Kohl's, Abercrombie & Fitch
- All day: Michael Burry's mystery disclosure/release – AI accounting concerns?
- All day: Mesa Air/Republic Airways merger closes
- All day: Nevada Gaming Control Board releases October gaming revenue
- Hanesbrands shareholder vote on Gildan merger
- 8:00 AM: Best Buy earnings call (watch NTGR, TBCH, SONO)
- 8:30 AM: Delayed September Retail Sales report
- 4:30 PM: Dell earnings call (watch Intel correlation)
- 4:30 PM: Nasdaq short interest update
Wednesday: - After close: Deere, Li Auto
- All day: European Coffee Symposium (Starbucks, Costa Coffee)
- 8:00 AM: Adobe season-to-date holiday sales data
- 8:00 AM: Delayed September Durable Goods Orders
- 2:00 PM: Fed Beige Book release
Thursday: - U.S. STOCK MARKET CLOSED – THANKSGIVING
- Daimler Truck at Jefferies Paris Industrials Day
Friday: - ⚠️ MARKET CLOSES EARLY AT 1:00 PM ⚠️
- All day: OPEC+ meeting preview (November 30 meeting looming)
- FDA action date: Otsuka's sibeprenlimab
- 5:00 PM: Salesforce Black Friday shopping data release
The Bottom LineDon't let the Thanksgiving holiday lull you into complacency. This week front-loads all its action into Monday through Wednesday, which means three days of compressed catalysts before the market goes quiet. The Burry disclosure is the wild card nobody can predict. Alibaba and Dell will test the tech narrative from different angles. And the holiday shopping data bookending the week (Adobe on Wednesday, Salesforce on Friday) will either validate the bullish consumer thesis or raise serious concerns heading into December. My advice? Get your trading done early in the week if you're active. By Wednesday afternoon, liquidity will evaporate as traders head home for turkey. And keep some powder dry – if Burry drops something market-moving on Tuesday, the thin holiday volumes could amplify the reaction. What's your read on the Burry situation – legitimate warning from a legendary investor, or attention-seeking from someone who's been wrong about the market for years? And are you buying the Alibaba recovery story? Hit reply with your thoughts, and I'll feature the best takes in next week's edition. BLACK FRIDAY WEEKEND - LAST DAY FOR THESE DEALS Lock In Your Trading Edge Before Midnight! Grab Our Best Trading Systems at Unbeatable Prices! DARK CLOUD REVERSAL - $7 (Was $997 - 85% OFF) - Spot bearish reversals with yellow candle signals
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Until then, happy Thanksgiving and happy investing! FindBetterTrades P.S. – If you're doing any Black Friday shopping yourself, remember that you're not just a consumer – you're a data point. Every swipe of your credit card contributes to the reports that'll move markets next week. Shop responsibly (your portfolio is watching). | 
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