Thoughts on $NVDA later today: Prediction: - I don't see a revenue beat being a catalyst for NVDA. - Everyone knows that revenue will be ~10-15% ahead of estimates thanks to GB300 (and GB200) volume expansion. - Moreover, looking historically, recent beat & raise quarters have not been a positive re-rating catalyst for NVDA's share price... perhaps the quarter's already been priced-in due to a +12% move in the last month. - On the flip side, maybe this time will be different thanks to the stock currently trading at extremely low valuations... I actually think broader institutional sentiment improved as of yesterday too with significant short covering which drove the share price up. Time will tell. For next quarter: - No surprises - guidance will of course increase thanks to additional ramps in rack volumes, plus first Vera Rubin orders filtering through. - I expect gross margins to remain stable thanks to ASP increases offsetting continued memory price surges from $SKHY, $MU, and Samsung. In terms of "qualitative" catalysts, there are a few areas Jensen and co. need to touch on though (common threads across the street): 1. HBM: Per JPM/MS/GS (and wider industry comments), NVDA have made changes to HBM content for both Rubin and Rubin Ultra. This is of course due to memory supply being extremely scarce currently - but what does this mean for NVDA exactly? On the flip side...what does this mean for the memory players? Can NVDA keep passing on price increases to customers if memory prices continue soaring? I hope this is all expanded on on the call in some detail. 2. Competition such as $AMD, $CBRS, OpenAI Jalapeno: Around ~40-50% of NVDA's revenue comes from four hyperscalers that are all deploying their own stuff - $GOOGL TPU, $AMZN Trainium, $META MTIA, $MSFT Maia. Plus OpenAI / $AVGO revealing benchmark results for their in-house Jalapeno chip which shows 1.5-1.9x more throughput per kilowatt + 1.7-3.6x lower end-to-end latency against NVDA's GB200 and GB300 rack systems. All of these factors have been working against NVDA recently, even just from a sentiment perspective. Jensen's updated views will be appreciated! 3. Funding partnerships: A few weeks ago, NVDA announced a partnership with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR "to establish AI compute infrastructure financing platforms to mobilize over $500 billion of third-party capital." Again, what does this mean for NVDA? They quite clearly have sight over demand longer-term, but "circular financing" is still something that still comes up a lot these days (despite Jensen outlining why it's not in his X article). Big day ahead, expecting some volatility thanks to last minute positioning adjustments.

As part of the US – India Tech Dialogue Series, a dedicated roundtable focusing on Semicon 2.0, the next phase of India’s #semiconductor# journey was convened on 28 October 2026. The discussions focused on the opportunities emerging across India’s #semiconductor# value chain, as outlined under the six strategic pillars of Semicon 2.0 : 1. Design of Chips 2. Machines and Materials 3. Setting up more Fabs 4. Further Strengthening the ATMP/OSAT industry 5. Research & Development 6. Talent Development #ViksitBharat# #AtmanirbharBharat# #IndiaSemiconductorMission#

As part of our commitment to supporting the growth of tokens launched on Brew, we’ve completed buybacks and added more liquidity through : • $BREW: 2 BNB equivalent in paired liquidity • $MOMO: 1 ZEC equivalent in paired liquidity • $SHIELD: 0.5 ZEC equivalent in paired liquidity Keep brewing with us at ☕

As part of our ongoing security measures, Binance Alpha trading has been temporarily suspended - CEX Buy Token/Alpha instant/CEX purchase prediction marketing using fund in spot wallet. Trading will resume once the security issue is resolved. User funds remain safe. We’ll keep you updated. Thank you for your patience.

As part of the recent work on campaigns I built out a whole weather modeling system I’m super happy about. Seasons, macro trends, daily forecasts, high and low temps, precipitation, wind, it’s all there. Just need to add all the weather effects like rain and snow and wind. Easy, right @dentonholmgren ? 😆

As part of our continued commitment to America's workforce, The BlackRock Foundation is partnering with @wearesaverlife to launch the new SaverLife x BlackRock Future Builders™ app, embedding financial tools directly into the apprenticeship experience to help nearly 75,000 electrical apprentices nationwide build savings and stronger financial futures.

As part of @CRN’s Cybersecurity Week 2026, cybersecurity reporter and Senior Editor @KyleAlspach has pulled together details on five of the biggest aspects of the expected threat from quantum computers to data security, as well as the main steps that solution providers and customers need to be taking now, according to the following experts: - Rob Gregory, CISO, @Optiv - Fred Rica, managing principal for the cyber practice, @BDO_USA - Kristin Lowery, field CISO, Optiv - Timothy Hollebeek, vice president of industry standards, @digicert - Gary Brickhouse, CISO, @GuidePointSec - @cjkonrad, vice president of global cyber, @wwt_inc - Miguel Sian, CTO and senior vice president of technology, Merlin Cyber - Chesley Choudhury, chairman and founder, TanChes Global Management

As the world’s most highly advanced AI platforms struggle to keep their own agents under control, it’s a sign that cybersecurity teams need to get much more deliberate around governance of emerging agentic technologies, top solution provider and vendor executives told @CRN. As part of our 2026 Cybersecurity Week, CRN cybersecurity reporter and Senior Editor @KyleAlspach spoke with executives from @GuidePointSec, @Optiv, @cloudsecpros, @BDO_USA, @Slalom, @abovesec, @FireMon, Kai, @SailPoint and @Netskope for their insights and perspective on “rogue” AI agents:

As part of #IROS2026#, hundreds of academics and industry leaders toured CMU's robotics + engineering facilities on Oct. 1. They got an inside look at what CMU researchers are working on inside the Robotics Innovation Center, Mill 19 and @NREC_CMU! 👀 🧠