听风知市

听风知市

Tingfeng Zhishi · Aya Invest

Every trading morning: what X is saying, and where the US & Hong Kong heat is.

Read the full briefing · October 30🎧 Listen on Xiaoyuzhou

Schedule: every trading morning (05:15 Taipei / Beijing time)

Today's key events

US & HK Markets · Daily X Pulse · Friday, October 30, 2026

  1. Alphabet closed -12.64% after earnings (GOOGL). @wallstengine listed: revenue $127.6B vs. $127.91B est.; EPS $2.12 vs. $3.01 est., or $2.67 excluding a $0.55 equity-securities loss. Google Cloud revenue was $30.7B, +103% YoY. Search & other came in at $63.35B vs. $64.9B est. Quarterly capex was $51.4B, and the 2026 capex plan was held at $195–205B. @eWhispers argued the EPS miss was mostly a SpaceX mark-to-market loss, and that the real tension is 103% cloud growth against slowing search and negative free cash flow. 𝕏¹ 𝕏²
  2. Amazon after hours: AWS beat, capex far above estimates. @wallstengine listed: revenue $201.9B vs. $202.3B est.; AWS $46.0B (+39% YoY) vs. $45.4B est.; capex $77.3B vs. $57.47B est.; advertising $19.6B vs. $20.87B est. Q4 operating income guidance was $28.5–33.5B vs. $33.1B est. @CNBC reported free cash flow of -$42.4B, with the 2026 capex plan unchanged. AMZN closed -4.25% in the regular session (before the report) and fell a further 6.5% after hours per the heat ranking. 𝕏¹ 𝕏²
  3. Intel's Q4 guidance came in well below estimates. @financialjuice: Q3 adj. EPS $0.52 vs. $0.41 est.; revenue $16.51B, roughly in line. But Q4 revenue guidance was $15–16B vs. $17.05B est.; EPS guidance $0.25 vs. $0.43 est.; gross margin guidance 38% vs. 42.8% est. The company also expects the PC market to decline into 2H 2027. @CNBC said Intel blamed a PC slowdown for the weak guidance. INTC closed -3.62% in the regular session and fell 15.5% after hours per the heat ranking. 𝕏¹ 𝕏²
  4. Enterprise software sold off hard. NOW closed -26.95% and FTNT -20.09%. @CNBC said ServiceNow's earnings revived AI-disruption fears; @saastr named it the day's top loser in a sector-wide enterprise software selloff. FTNT's drop was attributed by individual accounts to a cut in its full-year service revenue forecast. 𝕏¹ 𝕏²
  5. Microsoft launches its first bond sale since 2017. @DeItaone and @unusual_whales reported Microsoft is looking to raise at least $25B through a 10-part US bond offering, with maturities of 2–40 years, to help fund AI infrastructure and other capex. MSFT closed -0.16%. 𝕏¹ 𝕏²
  6. Marvell closed -13.24% on reports it is in advanced talks to acquire Lumentum. LITE closed +0.61%. This is still a media report; no deal has been announced. 𝕏
  7. Hong Kong: tech and AI hardware led losses; big banks rose. @marika_0430 said the Hang Seng lost the 23,000 level, with tech and AI hardware stocks hit hard. The heat ranking shows SMIC -6.2%, Zhongji Innolight -9.9%, YOFC -9.6% and Cambridge Technology -12.6%. Meanwhile CCB rose 2.1% and ICBC 2.2%; @alfonsxh said CCB, ICBC and BoCom hit record highs, which is not verified against exchange data. 𝕏¹ 𝕏²
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Aya Heat Index

Computed from chatter, trading anomalies and unusual options, updated after each close. Tap a ticker for representative posts.

Today's Heat Board

Aya Heat Index: chatter (Reddit / Stocktwits / Eastmoney forums), trading anomalies (relative volume, price move) and unusual options, scored 0-100 and updated after each close.

Bull/bear = share of Stocktwits posts their authors tagged Bullish / Bearish (last 72h); under 10 tagged posts shows "Few posts". No sentiment source for Hong Kong yet.

Tap a ticker to see its KOL chatter →

TickerHeatChgBull/Bear
1
Alphabet
92-12.6%Bull 72%
2
Marvell Technology
86-13.2%AH -3.1%Mixed
3
Amazon.com
80-4.2%AH -6.5%Mixed
4
Alphabet
79-12.3%Mixed
5
ServiceNow
76-26.9%AH -1.1%Bull 69%
6
Fortinet
70-20.1%Mixed
7
Caterpillar
69-9.3%Bull 79%
8
Intel
68-3.6%AH -15.5%Bear 62%
9
Eli Lilly and
67+6.6%Bull 90%
10
Apple
63+1.5%Bear 60%
View the full board (60 tickers) →

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About Tingfeng Zhishi

Tingfeng Zhishi (听风知市) is Aya Invest's daily market briefing for US and Hong Kong equities.

Every trading morning we gather what institutions, financial media and traders are saying on X, check it against exchange data, and publish a briefing with the objective Aya Heat Index and unusual US options flow.

Principles: prices come from exchange data, never copied from posts; facts and rumours are kept apart; no buy/sell advice.