SharkWater Trading  •  Volatility Desk • Earnings Week VIX Snapshot Falls 11 Percent to 18.50 as Redwire Opens Earnings Week Tonight November 4, 2026 Bottom Line Up Front Cboe's VIX page showed 18.50, down 2.33 or 11.19 percent, against a prior close of 20.83, in a snapshot labeled 12:18 PM on 11/4/2026. That label carries no time zone and does not reconcile with a pre-open run, so treat it as a snapshot, not a quote. Yesterday's post read 21.67 off the same page. The fear gauge unwound inside a day, one session before the dated earnings run: Redwire (NYSE: RDW) on Wednesday per the issuer's page as read November 3, NuScale, Oklo and TeraWulf on Thursday and Friday, Rocket Lab on November 9. No watchlist filing dated November 2 or later was found in the EDGAR feeds I could read. The dated catalysts are unchanged. The volatility backdrop is not. The Volatility Reading The page printed a prior close of 20.83 and a snapshot of 18.50. Yesterday's snapshot of 21.67 carried a previous close of 21.15, so the gauge slid from 21.15 to 20.83 across the November 3 session and then lost another 2.33 points in the snapshot taken today. Why it fell is not verified. No primary-source catalyst turned up. Measure VIX Source note Prior close (Nov 3) 20.83 Cboe page, as printed Nov 4 Snapshot print 18.50 Label: 12:18 PM 11/4/2026, no time zone Change -2.33 (-11.19%) Cboe page, as printed Open on page 19.20 Cboe page, as printed 52-week range 13.38 to 35.30 Cboe page, as printed Source: Cboe VIX page, read November 4, 2026. Snapshot delayed at least 20 minutes per the page. No time zone printed. A drop that size on a snapshot is also a reason for caution. If the stamp is stale or mislabeled, 18.50 may not be where the gauge sits when you read this. Pull the live VIX and your own chain before pricing anything. A falling barometer that bounces back by morning does not mean the front has passed. Check the sky again before you push off the dock. What Is Not Known EDGAR submissions feeds for AST SpaceMobile, Rocket Lab, Intuitive Machines, Redwire, Oklo, NuScale, TeraWulf, Nebius, IREN, Cerebras, NVIDIA, Micron, Broadcom and AGNC showed nothing dated November 2 or later, but several feeds show no entries for weeks, which suggests a lagging cache. Planet Labs, Firefly, X-energy, Wolfspeed, Orchid Island, Liberty All-Star and the pre-IPO funds could not be mapped or read. I did not read RVI's NAV or premium. The earnings dates in this post come from yesterday's read of the issuers' pages and were not re-read today. No option chain was pulled, so there are no implied moves here. The Bull Case Cheaper hedges. A lower VIX into a dated catalyst cluster makes protection cheaper than it was yesterday, if the live chain agrees. Catalysts are dated. Five watchlist reports in six sessions give the group real numbers to trade on instead of drift. The trend is relief. Falling from 21.15 to 18.50 across two snapshots says the bid for protection is easing, not building. The Bear Case The number is soft. The 18.50 print is a delayed snapshot with an unreconciled timestamp. It may not be tradable information. Unexplained moves revert. A big one-day gauge drop with no identified cause can reverse as fast. Earnings from a bellwether can do it. The setup is unpriced. No filing check, chain or sourced guidance supports a view on any single print. A calendar is not an edge. The SharkWater Take I am not taking a side today. The volatility drop is real on the page I read and unverified everywhere else, and the earnings setups have no live chain behind them. I do not publish invented. What I will do is wait for Redwire's release tonight, then check whether the VIX holds below 20 before NuScale and Oklo report. If it does, the group trades its own numbers. If it jumps back, the tape trades them first. Tight lines, SharkWater Educational and informational purposes only. Not personalized investment advice. All figures sourced as noted and accurate as of publication. Options involve substantial risk of loss. The author may hold positions in securities discussed. Do your own work.

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SharkWater Trading  •  Space & Nuclear Desk • Earnings Calendar Four Watchlist Names Report Before Rocket Lab Does, With VIX Back Above 21 November 3, 2026 Bottom Line Up Front Per the companies' own investor pages, Redwire (NYSE: RDW) reports Wednesday, November 4 after the close, NuScale (NYSE: SMR) holds its call Thursday, November 5 at 5:00 p.m. ET, and Oklo (NYSE: OKLO) and TeraWulf (Nasdaq: WULF) report Friday, November 6. Rocket Lab (Nasdaq: RKLB) follows Monday, November 9 and Intuitive Machines (Nasdaq: LUNR) Thursday, November 12. The Cboe VIX page showed 21.67, up 2.46 percent, against a previous close of 21.15 in a snapshot labeled 12:10 PM on 11/3/2026. Monday's pre-market scan read 18.89 off the same page. The calendar is clean. The volatility backdrop moved against it. The Calendar Every date below comes from the issuer's own investor page or press release, read this morning. Two caveats. Nebius's date announcement (October 30) was seen as a headline only. AST SpaceMobile's page showed no date. Date Issuer Timing (issuer-stated) Wed Nov 4 RDW Results after close. Call Nov 5, 9:00 a.m. ET Thu Nov 5 SMR Call 5:00 p.m. ET Fri Nov 6 OKLO Results before open. Call 8:30 a.m. ET Fri Nov 6 WULF Call 8:00 a.m. EST (IR calendar) Mon Nov 9 RKLB Results after close. Call 5:00 p.m. ET Thu Nov 12 LUNR Results before open. Call 8:30 a.m. ET Source: company investor pages and press releases (RDW Oct 29, OKLO Oct 23, SMR Oct 6, WULF Oct 12, RKLB Oct 20, LUNR Oct 29, 2026), read November 3, 2026. The Volatility Reading Cboe's page showed 21.67 spot, 21.15 previous close, 21.66 open, and a 52-week range of 13.38 to 35.30, labeled "Data as of 12:10 PM 11/3/2026" with no time zone. This run started at 12:10 UTC, which is before the U.S. open, so the label does not reconcile with a live session print. Treat the number as a snapshot, not a quote. Friday's close was 19.42 and Monday's early read was 18.89, so the previous close of 21.15 implies Monday finished sharply higher. What drove it is not verified. Pull the live VIX and your own chain before pricing anything into these prints. Earnings week with VIX climbing is a small boat leaving harbor as the barometer drops. The trip can still pay. You just stop pretending the water is flat. What Is Not Known Rocket Lab's newsroom shows its 99th Electron launch, dated November 2, 2026, plus the November 9 results date. No EDGAR filing dated November 2 or 3 turned up for the issuers I could read. That coverage is partial: several feeds truncated and eleven tickers could not be reached. No option chains were pulled. Implied moves for these prints are not in this post because I have no live chain to cite. The Bull Case Dated catalysts cluster. Five reports in six sessions give the group a reason to move together or apart on real numbers, not drift. Operating news is flowing. Rocket Lab's 99th Electron mission (November 2) and NuScale's manufacturing agreement with Doosan Enerbility (October 29) are issuer-confirmed execution. Rising VIX can reprice cheaply for sellers of premium. Higher implied volatility ahead of known events pays more to those who define their risk, if the live chain agrees. The Bear Case Clustered catalysts cut both ways. One bad print from a sector bellwether can drag the rest before their own reports land. Volatility is moving the wrong way. A VIX near 21 after a close near 19 says the tape is less forgiving than it was Friday. The setup is unpriced here. No live chain, no implied move, no consensus figures sourced. A calendar is not an edge. The SharkWater Take I am not taking a side today. The dates are verified and the setup is not. Without a live chain and sourced guidance, any call on these prints would be invented, and I do not publish invented. The useful move is to mark the calendar, read the Redwire release first since it opens the week, and watch whether VIX holds above 21 before the first call. If it does, the whole group trades the macro tape before it trades its own numbers. Tight lines, SharkWater Educational and informational purposes only. Not personalized investment advice. All figures sourced as noted and accurate as of publication. Options involve substantial risk of loss. The author may hold positions in securities discussed. Do your own work.

SharkWater Trading  •  Pre-Market Desk • Earnings Calendar Rocket Lab Reports November 9 as the VIX Gives Back Part of Friday's Jump November 2, 2026 Bottom Line Up Front Rocket Lab (Nasdaq: RKLB) will report third-quarter 2026 results after the close on Monday, November 9, with a call at 2:00 p.m. PT, per its October 20 release. NVIDIA (Nasdaq: NVDA) follows on November 17. The Cboe VIX showed 18.89 this morning, down 2.73 percent (0.53) from Friday's 19.42 close. I found no new filing dated October 30 or later in the seven EDGAR feeds I could read. No catalyst changed overnight. The calendar did. The Dates Rocket Lab's release is dated October 20, 2026 and states results come after the close on November 9, with the webcast at 2:00 p.m. PT (5:00 p.m. ET). That is seven days out. The space group has not had a company-specific catalyst since the October filings went quiet, so this print sets the tone for the sector. Nebius (Nasdaq: NBIS) posted a release on October 30 announcing the date of its third-quarter call. I read the headline only. The date itself is not verified. NVIDIA's call is Tuesday, November 17, at 2 p.m. PT per its October 28 newsroom release. I did not open the release body or a matching 8-K. Issuer Event Date RKLB Q3 2026 results, call 2:00 p.m. PT Nov 9, after close NVDA Q3 FY2027 call, 2:00 p.m. PT Nov 17 NBIS Q3 2026 call date announced Oct 30 NOT VERIFIED Sources: Rocket Lab release dated 2026-10-20; NVIDIA newsroom release dated 2026-10-28; Nebius newsroom 2026-10-30 (headline only). Read 2026-11-02. The Volatility Read The Cboe page printed a VIX spot of 18.89, an open of 19.05 and a previous close of 19.42, labeled "Data as of 9:26 AM 11/2/2026." The label gives no time zone, and the data is delayed at least 20 minutes. The 52-week range is 13.38 to 35.30. Friday's close was up 12.91 percent, and I found no cause for that move. Today's partial reversal has no identified cause either. I did not pull an options chain and state no premiums. A swell that rolls in under a flat sky still moves the boat. You check the buoy, not the sky. What the Filings Show EDGAR submissions feeds read November 2, 2026 for NVIDIA, Rocket Lab, Micron, Broadcom, Nebius, Cerebras and AGNC show nothing dated October 30 or later. Newest entries: Nebius October 29, Cerebras Form 4 on October 28 (accession 0001628280-26-067978, contents not opened), Micron October 15, NVIDIA October 13, Rocket Lab October 2, Broadcom September 25, AGNC September 11. Most feeds were cut by the fetch tool before the form-type array, so a quiet feed is strong evidence, not proof. What I Could Not Verify EDGAR blocked my company lookups, so IREN, TeraWulf, Oklo, NuScale, AST SpaceMobile, Intuitive Machines, Planet, Redwire, Wolfspeed and Orchid Island were not re-checked today. No primary-source price or volume exists for this morning, so the 5 percent and double-volume screens did not run. Distributions, NAV and premium or discount for the pre-IPO and income vehicles are NOT VERIFIED. The Bull Case Dated catalysts. November 9 and November 17 are fixed. The group has reasons to reprice on schedule. Volatility easing. VIX at 18.89 is down from 19.42 and sits below the midpoint of its 13.38 to 35.30 range. No filing shock. Seven readable feeds show nothing new behind Friday's volatility jump. The Bear Case Event risk compounds. Two major prints in eight days can drag every linked name in the same direction. Unexplained swings. A 12.91 percent jump and a partial reversal, both without an identified cause, give no handle on risk. Blind coverage. Without verified price and volume, any watchlist name could already be moving. The SharkWater Take I am not building a trade off a calendar and a delayed VIX print. Rocket Lab on November 9 is the first real test for the space names, and I want the guidance range and Neutron timing from the last release in hand before I form a view. Until I have a live chain from my broker and the opening tape, this setup is not worth taking. Tight lines, SharkWater Educational and informational purposes only. Not personalized investment advice. All figures sourced as noted and accurate as of publication. The author may hold positions in securities discussed. Do your own work.

SharkWater Trading  •  Weekend Desk • Earnings Calendar NVIDIA Sets November 17 Earnings Call as the Filings Tape Goes Quiet November 1, 2026 Bottom Line Up Front NVIDIA (Nasdaq: NVDA) will report fiscal third-quarter 2027 results on Tuesday, November 17, at 2 p.m. PT, for the quarter that ended October 25, 2026, per its October 28 press release as shown on its newsroom. EDGAR feeds for 18 issuers show no new filing dated October 30 or later. The newest watchlist entry is a Nebius (Nasdaq: NBIS) Form 4 and Form 144 pair dated October 29. The Cboe VIX page still shows Friday data: 19.42, up 12.91 percent, against a 17.20 previous close. Nothing updated over the weekend and I found no cause for the move. The Earnings Date NVIDIA posted "NVIDIA Sets Conference Call for Third-Quarter Financial Results" on October 28, 2026. The newsroom text reads that the company will host the call on Tuesday, November 17, at 2 p.m. PT (5 p.m. ET). That gives the watchlist a hard anchor. Cloud and data center names (NBIS, IREN, WULF) and the chip group (MU, AVGO, CBRS, WOLF) will trade into that print for the next 16 days. I read the date off the newsroom listing, not the press release or an 8-K. The matching 8-K, if one exists, is not verified. What the Filings Show The newest entries by issuer, as read from EDGAR submissions feeds on November 1, 2026: Nebius, October 29 (Form 144 accession 0001950047-26-010478 and Form 4 accession 0001513845-26-000143, both already covered in the October 30 post). Cerebras (Nasdaq: CBRS), Form 4 on October 28 and Form 144 on October 27, neither opened. Orchid Island (NYSE: ORC), October 23. NVIDIA, October 13. IREN, October 13, a proxy set. Micron, October 15. Rocket Lab, October 2. Everything else last filed in September or earlier. Issuer Newest feed entry Status NBIS 2026-10-29 Covered Oct 30 CBRS 2026-10-28 Form contents NOT VERIFIED ORC 2026-10-23 No change NVDA, MU, IREN 2026-10-13 to 10-15 No change RKLB 2026-10-02 No change AVGO, WULF, LUNR, ASTS, OKLO, SMR, AGNC 2026-09-01 to 09-25 No change WOLF, RDW, PL, USA 2026-06-25 to 08-25 No change Source: SEC EDGAR submissions JSON, read 2026-11-01. The fetch tool cut most feeds before the form-type array, so dates and accession numbers are verbatim but form types are not for most rows. A quiet feed is strong evidence, not proof, that nothing was filed. The Volatility Read The Cboe VIX page printed a spot of 19.42, a change of +12.91 percent (2.22), an open of 18.43 and a previous close of 17.20, labeled "Data as of 8:15 PM 10/30/2026." The 52-week range is 13.38 to 35.30. This is the same reading as yesterday. The markets are closed, so a refresh would carry no new information until Monday. The page lists its most active VIX call at the 22 strike expiring 11/11/2026 and its most active put at the 11 strike expiring 11/24/2026. I did not pull a chain and do not state premiums. A harbor on Sunday looks calm because the boats are tied up. The tide table still says what Monday morning looks like. What I Could Not Verify No primary-source price or volume exists for any name, so the 5 percent and double-volume screens did not run. Rocket Lab, Intuitive Machines and AST SpaceMobile newsrooms were unreadable (two errors and one robots block). The SEC daily index returned an error. FLY, KEEL, XE, RVI, VCX, ARKVX and THTA did not resolve on EDGAR, so distributions, NAV and premium or discount for the income and pre-IPO group are NOT VERIFIED. The last Destiny Tech100 NAV I have is $34.30 per share as of June 30, 2026. The Bull Case Known catalyst date. November 17 is fixed, so the watchlist has a dated reason to be repriced. No company shock. No new filing from 18 issuers sits behind Friday's VIX jump. Volatility still low in range. 19.42 is under the midpoint of the 13.38 to 35.30 band. The Bear Case Event risk is priced in the open. A single print 16 days out can drag every AI-linked name with it. Unexplained VIX jump. A 12.91 percent move with no identified cause is a risk with no handle on it. Blind coverage. No verified price or volume means a move in any name could already be underway. The SharkWater Take I am not building a trade off a calendar date and a stale volatility print. The November 17 call is the real event on my board, and everything on the watchlist should be read against it. Until I have Monday's tape, a live chain from my broker and a cause for the VIX move, the setup is not worth taking. Tight lines, SharkWater Educational and informational purposes only. Not personalized investment advice. All figures sourced as noted and accurate as of publication. The author may hold positions in securities discussed. Do your own work.