Friday

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The Stocktwits Summary 📝

Happy Friday, the market is climbing after inflation data showed just the slightest uptick in September from the month before. Of course, September feels like last year at this point, but still, it’s the last big data the FOMC has to go on, and betting charts paint a pretty picture for a labor market-focused rate cut next week.

Here’s how the major indexes ended the day:

]*The ST Sentiment Score & Message Volume scales range from 0 to 100 (extremely bearish to extremely bullish). More info here.

Email me (Kevin Travers) with charts! Message me charts @kevinbtravers

CHART OF THE DAY
Cloud Market Hits $106.9B With GenAI Surge ☁️

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Global cloud market exploded in 3Q25 to $106.9B, increasing $7.6B in just one quarter (largest ever – 8th consecutive y/y growth rate) —as $AMZN AWS, $MSFT Azure &  $GOOGL Cloud continue to dominate global cloud market share – 63% combined  

GenAI is driving a lot of the positive metrics – revs from GPUaaS are now growing by over 200% per year

AI-specific services rapidly expanding while boosting other cloud services

Public IaaS & PaaS services account for the bulk of the market, & together they grew by +30% in 3Q25

Global Cloud Market Share Leaders In 3Q25
Amazon- 29% share
Microsoft – 20% share
Alphabet – 13% share
Alibaba – 4% share
$ORCL – 3% share
$IBM – 2% share

10YR Yield Eyes IH&S Neckline ⚠️ 

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Another interesting piece of the puzzle for next week: the 10YR yield is on the verge of breaking its downtrend.  A higher low pivot (IH&S pattern) is now at the neckline.  Heading into a rate cut.  Not really a great thing for stocks if this goes higher. $TLT$SPY$QQQ$IWM

GNPX Low Float Biotech Gets a Pulse 💉 

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$GNPX small bio cap finally showing some love (low float).

BTC Next Tech Zone 96.6K–99.6K 📈

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$BTC.X  next short term tech zone comes at 96,644-99,640.
#elliottwave#trading#bitcoing#BTCUSD

STOCKTWITS SENTIMENT INDEX
How Is The Market Feeling? 👀 

MSFT Targets 520 in Santa Rally 🎅

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$MSFT, I think Santa rally will take this to 520ish, give or take.

PATH Breaks Monthly Downtrend With Volume Spike 🤖

URA Reclaims 0.618 Fib With AI Tailwind ⚛️

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As much as data centers and storage are a big part of the AI story, it’s all secondary to power generation.   

​$URA presenting strength and heavy institutional positioning.  

$NNE$OKLO$CCJ$SMR$CEG$LEU$TLN

GOOGL Prints Boss Weekly Candle 💪

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$GOOGL might have to close out short cuz that’s a pretty boss weekly candle.

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