Insider Cluster Signal Q3 2025: Tech: 18 strength → S&P +12% 6mo Health: 16 → +8% 3+ execs net buying >$5M = bottom beat (78% win rate). 9-quarter chart with deatils↓ tutudata.ai/post/the-insid… #tutudata #InsiderTrading #SP500 $SPX $SPY $NVDA $TSLA
AI Chip Foundry War Q3 2025: $TSM: 62% AI revenue | 58% margin $SSNLF: 38% | 42% $GFS: 25% | 38% >40% AI + >55% GM = foundry dominance. 5-player chart ↓ tutudata.ai/post/ai-chip-f… #tutudata #AI #TSM #Foundry
EV Battery Chokepoint Q3 2025: Global capacity 65%, China 80% control. LG Chem: 82% utilization | +18% revenue TSLA: 75% | +15% QS: 45% | +5% Buy >70% utilization. Full chart → tutudata.ai/post/ev-batter… #tutudata #EV #TSLA #Battery $TSLA
Cloud Runway Index Q3 2025: $SNOW: 3.8x RPO → +21% growth $CRWD: 3.2x → +35% $ZS: 2.9x → +23% >2.5x = 3+ years locked revenue. Screen for runway, not just growth. 8-company chart ↓ tutudata.ai/post/the-cloud… $MDB $DDOG $NET $TWLO $DOCU
AI Agents Takeoff: $PLTR 28% users → +39% revenue $UPST 22% → +70% $PATH 18% → +50% $SOUN 15% → +60% 15% adoption = inflection. Below? Still taxiing. 10-company curve ↓ tutudata.ai/post/the-ai-ag…
SaaS Pricing Power Q3 2025: CRM: +6% expansion, +8% revenue NOW: +12%, +22% ZS: +6%, +23% Price hikes = growth lever. Screen for >5% expansion. Full 10-company analysis → tutudata.ai/post/saas-pric… $CRM $NOW $ZS $FTNT $TYL $RXT $EVCM $ARLO $SNOW $ADBE
Unity Q3 AI: 15% of Revenue, +67% Growth. Revival Threshold: >10% Contribution + >50% Speed = Buy Signal. Snowflake: 20%/+50% | Adobe: 25%/+45% | Salesforce: 5%/+20%. Full checklist → tutudata.ai/post/ai-s-revi… #tutudata #Unity #AI $U $SNOW $ADBE $CRM
Why Record High 200% Buffett Indicator isn’t a Bubble yet? Four structural forces reshape valuation. $TQQQ $SOXL
AWS Q3 profit: **$11.4B** (+9% YoY) Retail: **$6B** (flat) AWS = **67%** of Amazon’s profit. Cloud growth **4.9×** faster. Full 5-year shift → tutudata.ai/post/the-cloud… #tutudata #AWS #AMZN #Cloud $AMZN $GOOGL $MSFT
Quantum stocks up +150% YTD — but hardware ROI only $1.8. The real edge? Infrastructure (energy + mining). OKLO: $5.1 ROI IONQ: $1.8 ROI Full breakdown → tutudata.ai/post/the-quant… #tutudata #Quantum #OKLO #IONQ $OKLO $IREN $QS $SLDP $RGTI $IONQ
R&D Efficiency 2025: NVDA: $1 → $7.5 (+67%) TSLA: $1 → $20.8 (-1%) Efficiency ≠ momentum. Rising ROI = the real edge. Full analysis → tutudata.ai/post/the-r-d-e… #tutudata #NVDA #TSLA $NVDA $TSLA $SPY
S&P 500 10-yr return: **13.2%** But **70%** came from just 7 stocks. The other 493? **6.1%**. Passive = active bet on Mag 7. Build your own. $SPY $TSLA $NVDA $GOOGL $AMZN $APPL
$SPY #valuation The Buffett Indicator closed October 2025 at 223% — surpassing the 2000 dot-com peak of 150% and the 2021 pandemic high of 212%. At face value, this signals extreme valuations and elevated crash risk. Yet the underlying drivers differ from past cycles. First,…
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