unusual_whales

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BREAKING: TSMC is reportedly considering expanding building a chip maker factory beyond Arizona, evaluating a potential investment in Texas as it looks to further strengthen its U.S. manufacturing presence, per CNBC

BREAKING: TSMC reported third-quarter net profit of NT$763.1 billion, up 68.7% from a year earlier. TSMC’s third-quarter operating margin came in at 58.7%, exceeding the guidance of 58% The company’s free cash flow surged to NT$476.56 billion, from NT$139.38 billion a year ago

Unusual Whales was made to catch these plays. We alerted on discord and on site. Build the tools you want for the flow you want! See more: https://t.co/d6DFEKrBDp

BREAKING: The Trump administration is considering ​easing sanctions on so-called shadow fleet vessels that have transported oil and petroleum products from countries including Russia, Iran and ‌Venezuela, in an effort to reduce record-high global freight rates, per Reuters

BREAKING: The US military has developed new strike plans on Iran that include potentially using the so-called “mother of all bombs” to target Iranian energy infrastructure and nuclear sites, per CNN

A senior adviser to CFTC Chairman Michael Selig ordered agency staff to retract an internal analysis of suspicious oil trades that had been referred to the agency's enforcement division, Bloomberg reported. Read more: https://t.co/1a0PL8auXt

BREAKING: Ukraine to resume strikes on Russian refineries, Zelenskyy has said

BREAKING: South Korea’s KOSPI just crashed more than 8% in a single session, triggering a circuit breaker and a 20-minute trading halt. A second circuit breaker kicks in at a 15% drop. The index is now about 40% below its June 19 record high.

Anthropic warned that rapidly improving AI systems could soon replicate themselves across everyday devices without human help, and demonstrated the risk by setting a model loose on 15 cheap Android TV streaming boxes. Read more: https://t.co/LQ7jBvz00F

There is a 5% chance she will be deported in 2026, per Polymarket. See more: https://t.co/qNLqN1fHOX

Pope Leo has a 10% chance of being named TIME's person of the year, per Polymarket. See more: https://t.co/QoTfjutui4

Chris Wood, the Jefferies global head of equity strategy has made "massive capital destruction in the U.S. with market share going to cheaper open-source Chinese large language models" his base case for how the AI investment boom ends Read more: https://t.co/QE2wCAsl57

There is a 46% chance of Russia x Ukraine peace talks by December 31, per Polymarket. See more: https://t.co/Ik3ElBv4DO

Total bankruptcy filings in the United States rose 11% over the past year to 469,719 for the twelve months ending September 30, according to data from Epiq AACER reported by the American Bankruptcy Institute. Read more: https://t.co/6ilohx0T4o

Nintendo has no plans to stop releasing games in physical formats, Bill van Zyll, the company's vice president and general manager for Latin America, said in an interview with Brazilian YouTube channel Coelho no Japão at the Brasil Game Show. Read more: https://t.co/YwLgTt52kQ

New White House press secretary Katie Zacharia took the California bar exam but didn't pass it per the WSJ

JUST IN: After CPI was higher than expected, and the highest since 2023, the odds of a 25BPS rate hike increase are accelerating. Currently, it is at 35%, per Polymarket⁠.com.

Patience can be one of the most difficult aspects of trading. But our hosts had to put that aspect to practice when the Nasdaq kept stairstepping up and to the right, leaving no room for shorts, or even a steep backtest to long. No setup, no trade! Catch WhaleWatch live every Monday and Wednesday at 9:20am ET: https://t.co/GseII7fukU WhaleWatch is sponsored by tastytrade every Monday! Use referral code UNUSUALWHALES when opening a tastytrade account at https://t.co/X4wKQD4U6l ! tastytrade, Inc. (“tastytrade”) has entered into a Marketing Agreement with Unusual Whales, Inc. (“Marketing Agent”) whereby tastytrade pays compensation to Marke…

BREAKING: The Trump admin's investigation into Representative Ilhan Omar is aimed at building a case to strip her of her U.S. citizenship and ultimately deport her, per WSJ

BREAKING: Anthropic says it was profitable in the third quarter, on an adjusted basis, per the Financial Times. The company told investors it brought in $16.8 billion in revenue for the quarter. The disclosure comes as Anthropic reportedly prepares for an IPO.

Nvidia, $NVDA, is using AI to transform how chips get made. The company unveiled new CUDA-X AI tools to speed up semiconductor design, manufacturing and factory automation. Synopsys, Cadence, Applied Materials, Lam Research and KLA are among the companies adopting them. Nvidia says the tools can speed up some workflows by up to 50x.

BREAKING: The nation’s biggest banks dropped customers over their political and religious views, a federal regulator found, per CBS News. The Office of the Comptroller of the Currency reviewed 100,000 complaints and found the nine largest national banks it supervises had policies that factored in customers’ political, religious or business activities: JPMorgan Chase Bank of America Citibank Wells Fargo U.S. Bank Capital One PNC TD Bank BMO Bank One example: JPMorgan-owned WePay closed accounts of merchants selling MAGA and Trump merchandise.

BREAKING: Trump: Canada will become the 51st state. Just like Greenland.

Trump’s tariffs made American-made goods more expensive too, per New York Fed research highlighted by Fox News. Tariffs added about 2.9 percentage points to consumer goods inflation by early 2026. About two-thirds of that came from imports. But roughly one-third came from products made in the U.S., as American manufacturers paid more for imported parts and materials. Without the tariffs, prices on many everyday goods would have actually fallen.

BREAKING: Ukrainian President Volodymyr Zelensky says he’s been betrayed by President Trump, claiming Trump and Elon Musk deliberately blocked Starlink in Ukraine overnight and that people were killed as a result. Musk responded that Starshield, SpaceX’s military satellite network, is controlled by the U.S. government, with any limits decided by the military and “ultimately POTUS.” Starlink, he said, is a commercial service that can’t be used for offensive military action.

BREAKING: A developer used AI to build free, open-source alternatives to Microsoft Word, Excel and PowerPoint. Brandon Thomas, creator of ArtCraft, a suite of free tools meant to replace Adobe’s apps, built GridCraft, DeckCraft and WordCraft with Anthropic’s Claude, per Tom’s Hardware. All three are free to download on GitHub. One developer plus an AI model is now producing credible first drafts of software categories that took incumbents decades to build. Read more: https://t.co/fP4B6igMWx

Call your mom. https://t.co/l5mPqQp3ST

BREAKING: The OpenAI employee who was arrested and charged with allegedly using a hidden recording device in one of the ChatGPT maker’s San Francisco offices had a one-way ticket to Saudi Arabia booked for October 12, per Bloomberg.