$1,000 in Nvidia Became $132,000. Analysts Eye 5 More

Ten years ago, Nvidia traded for about $1.65 a share on a split-adjusted basis. Most people knew it as the video game chip company and never gave it a second look. Today it trades above $217, and a $1,000 stake would be worth roughly $132,000.

Almost everyone heard the name along the way, but very few bought before the crowd caught on.

Now analysts have flagged five smaller companies supplying the chips, servers, power and networking behind the AI build-out, with price targets as high as 55%. Tell us where to send them and we'll text you all five tickers free, plus SMS alerts when we spot the next setup.

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☕️ GM Munchers! Lots of concerns about wars heating up. Meanwhile I’m still at war with my wife over whether the thermostat belongs at 68 or 72.

On today’s menu:

• 🌍 The Iran War Could Reignite This Week

• 🏰 Disney Is Cutting Thousands Of Jobs

• 🍟 Tasty Movers & Shakers

• 🤖 Anthropic’s Wild Numbers Just Dropped

• 👀 7 Best High-Yield Dividend Stocks for 2027

Yesterday’s numbers:

BREAKING NEWS

🌍 The Iran War Could Reignite This Week

While everyone’s glued to the election results, something far scarier is brewing in the background. According to reporting from The New York Times and others, the US military has prepared plans to resume major combat operations against Iran as early as Wednesday, November 4, the day right after the midterms. Three US aircraft carriers are now positioned in the region, and the window for action is reportedly short, since one carrier has to head home soon and early November brings the moonless nights the military prefers for strikes.

Here’s why this matters and why you might have missed it. President Trump had promised not to attack before the elections, but he’s repeatedly signaled that things could change once voting wraps up. At the same time, he’s still saying a peace deal “could happen.” So we’re in a tense limbo where war and diplomacy are both on the table, and nobody knows which way it breaks.

A word of caution on the scarier headlines, though. Israel reportedly told the US that Iran is “weighing” the use of chemical weapons. But here’s the key detail the dramatic posts leave out: many US officials met that intelligence with real skepticism, and some believe it’s part of a pressure campaign to push the US back into war. A plan existing is not the same as an attack being ordered. We’re giving you the full picture, not just the scariest slice of it.

• 🛢️ Oil is the market’s pressure point. If fighting resumes, the big risk is a spike in oil prices, which could reignite inflation and rattle stocks worldwide.

• 🗳️ The election adds another layer. A likely shift toward Democrats in Congress, paired with a Republican president, would create a split government, which history shows markets have actually liked.

• ⚠️ Nothing is confirmed yet. Plans are ready, carriers are in place, but no strike has been authorized, so this remains a “watch closely,” not a “panic now.”

The Munch Take: Let’s be real with you, because that’s what we do here. These headlines are genuinely scary, and we’re not going to pretend otherwise. But here’s our stance: we’re not selling. Fear-driven headlines are almost never a good reason to dump quality stocks, and wars, as awful as they are, have a long history of eventually ending and becoming market catalysts rather than permanent damage. If you’ve got cash on the sidelines, this is not a bad moment to be holding some of it, since uncertainty like this can create real bargains. At the same time, it’s also not a bad time to be buying, because plenty of good stocks are already beaten down from the recent selloff. Full transparency on what we’re actually doing: we’ve been buying the dip over the past couple of months, and we still have some cash ready to deploy. For now, if we’re being honest, we’re holding off ever so slightly, waiting to see how this situation develops over the next few days. That’s not fear, it’s patience. When the picture gets clearer, we’ll act. Until then, stay calm, stay informed, and don’t let scary headlines make your decisions for you.

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STORY OF THE DAY

🏰 Disney Is Cutting Thousands Of Jobs

The house of mouse is tightening its belt again. Disney $DIS is planning to lay off several thousand employees, and it’s asking some managers to find savings of up to 20% in their annual budgets. The news actually nudged the stock up almost 1% yesterday since Wall Street tends to cheer cost-cutting. But step back, and the bigger picture is bleak. The stock is basically flat for the year, up just 2%, and over the past five years it’s down about 35%. For one of the most iconic brands on Earth, that’s a rough stretch.

So why is Disney slashing jobs again? This is not a one-off. It’s the fourth round of cuts this year alone under CEO Josh D’Amaro, who took over from Bob Iger back in March. The cuts will hit several divisions hard, including the TV networks and the film studio. The company has already eliminated thousands of positions and shaved billions in costs over the past few years.

The reasoning tells the real story. Disney isn’t cutting because it’s going broke. It’s cutting because its old money-makers are fading. Traditional TV is shrinking fast as people cut the cord, and the movie studio has stumbled with underwhelming films. D’Amaro wants to trim the fat and reinvest the savings into the parts still working, like the theme parks, cruise ships, and streaming.

• 📺 TV is bleeding. The old cable and network business is shrinking as viewers abandon traditional television, forcing deep cuts across those divisions.

• 🎬 The studio stumbled. Disney’s film output has disappointed, with pricey movies failing to deliver the blockbuster magic the brand was built on.

• 🔄 It’s a reinvestment play. Management wants to move money away from the fading areas and pour it into parks, cruises, and streaming.

The Munch Take: Here’s our honest take, and it might sting some longtime fans. Disney reminds us a lot of Nike right now. Both are legendary, world-class brands that have quietly lost a step, and both became cautionary tales for the old saying, “go woke, go broke.” Disney’s theme parks still have tremendous pull, with huge crowds happily lining up and paying premium prices to get in. That magic is real and still prints money. But the content side has been a lot of slop lately, churning out forgettable films and shows that just don’t capture hearts the way the classics did. A brand this powerful can coast for a while, but eventually weak output catches up with you. Here’s the investing angle. If you truly believe Disney can rediscover its storytelling magic and turn the ship around, then a stock that’s flat for the year and down 35% over five years gives you a decent margin of safety at these levels. The downside looks somewhat limited for such a durable brand. That said, this is not a stock that has us particularly excited right now. We’d rather watch from the sidelines and see real proof that the creative turnaround is happening before getting interested. A great brand at a fair price is tempting, but we need to see the magic come back first.

MARKET OVERVIEW

🍟 Tasty Movers & Shakers

⏰ From Oxford Club: Buy This $5 Stock Before Elon Musk Does

🪙 $COIN Coinbase rose 5.53% even after softer quarterly trading volumes and a Morgan Stanley downgrade that slashed its price target by 53%.

⚡ $BE Bloom Energy jumped 9.07% after Barclays upgraded it to Overweight, pointing to stronger-than-expected demand for its power systems. With AI data centers starving for electricity, anyone who can supply power is suddenly in hot demand.

💊 $PFE Pfizer slipped 2.30% even after solid revenue and a raised full-year outlook. Sometimes a decent quarter still is not enough to win back investors who have grown weary of a stock.

📊 $DT Dynatrace cratered 14.74% as a recent acquisition is set to shrink its profit margin. Investors rarely clap when a deal eats into the bottom line.

🔬 $AEHR Aehr Test Systems soared 26.50% after beating earnings and raising guidance, with revenue tripling to a record $33 million. A small company posting numbers like that is exactly what gets the market buzzing.

STOCK OF THE DAY

🤖 Anthropic’s Wild Numbers Just Dropped

The AI company behind the Claude chatbot, Anthropic, just pulled back the curtain on its finances as it gears up to go public. And the numbers are something to behold, both the dazzling and the baffling.

Here are the two headline numbers for the first nine months of 2026. Revenue came in at a staggering $33.24 billion. For a company only five years old, that kind of sales figure is almost unheard of. But then there’s the jaw-dropper: a net loss of $104 billion. Yes, billion. At first glance, that looks like a company bleeding out catastrophically.

Here’s the catch, and it’s a big one. That monster loss is wildly misleading. Almost all of it, over $94 billion, is a non-cash accounting charge tied to the rising value of things like convertible notes and early investor agreements. In plain English, it’s a paperwork loss, not real money walking out the door. Strip that out, and Anthropic’s actual operating loss was only about $1.26 billion over nine months. That’s tiny for a company pulling in this kind of revenue.

• 📈 Growth is slowing. Revenue grew about 47% from the prior quarter, a sharp drop from 144% growth the quarter before, as the company hit capacity limits.

• 🏗️ The spending bill is staggering. Anthropic has committed to roughly $895 billion in future costs, almost all of it for computing power and infrastructure.

• 🏷️ The valuation slipped. Investors now peg fair value around $1.5 trillion, down from earlier talk of about $2 trillion.

The Munch Take: Ignore the scary $104 billion headline, because it’s an accounting illusion that would spook anyone who doesn’t read the fine print. The real story is a company growing revenue faster than almost anyone ever has while keeping its actual operating losses small. That’s a genuinely impressive combination. As for timing, the IPO could see shares start trading as soon as the week of November 16, with the ticker ANT on the Nasdaq. This is shaping up to be one of the biggest debuts in history, and a major test of how much the public still believes in the AI dream. Keep both eyes on it.

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🚀 Pre-Market Fuel

1. 🇪🇺 The EU is urging citizens to prepare for a disaster?

2. 🤯 This is a crazy S&P 500 stat.

3. 📉 Gold keeps crashing.

4. 🏦 Major bank failure in Paraguay.

🍪 Munchy Memes

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