Emmanuel – Big Tech & AI Investor

Quick update on the new video 🔥 "Microsoft vs Google vs Amazon: Who Wins the $700B AI Race in 2026?" We're now at 250 views with a solid 2.6% CTR — thanks so much for watching and sharing! YouTube is starting to push it organically, which is awesome. So tell me… who do you think is winning the massive AI infrastructure race right now? Microsoft, Google, or Amazon? Drop your pick in the replies 👇 I’m reading every single one! Watch the full breakdown here: youtu.be/mw-Jvl3qOUU RT if you're into AI stocks & infrastructure 👇

🚨 Middle East Update — Key Developments Here’s what you need to know today: 📍 GAZA • Israeli drone strikes near Sheikh Radwan (Gaza City) killed 2+ Palestinians • Artillery shelling reported east of Khan Younis & eastern Gaza City • Incidents cited as breaches of the fragile post-Oct 2025 ceasefire 📍 ISRAEL PM Netanyahu says early-stage malignant tumour was detected during routine screening 👉 Treatment completed successfully 👉 No spread reported 📍 LEBANON • Israel-Lebanon ceasefire extended 3 weeks by the U.S. • Israeli airstrikes still reported in southern Lebanon • Hezbollah: ceasefire “meaningless” if strikes continue • Lebanese PM sees “glimmer of hope” but seeks international support ⚠️ Situation remains unstable despite extension 📍 US–IRAN TENSIONS • Iran FM traveling to Pakistan, Oman, Russia for diplomacy • Pakistan sources suggest possible negotiation breakthrough • U.S. enforcing stronger Hormuz blockade • 34 vessels reportedly turned around • 2 Iranian ships seized Key demand remains: Iran abandoning nuclear ambitions 📍 STRAIT OF HORMUZ ALERT Shipping severely disrupted: ~5 ships/day vs normal ~140 ⚠️ Major risk to global energy flows 📍 BROADER IMPACT • 3.2M displaced in Iran (WHO estimate) • Damage to health infrastructure in Lebanon • EU extends Middle East airspace conflict warning • Airlines suspending regional flights 📊 BIG PICTURE Fragile ceasefires in Gaza & Lebanon under pressure Diplomacy accelerating via Pakistan Hormuz disruption now the biggest global market risk to watch #MiddleEast #Iran #Israel #Lebanon #Oil

Talks in Islamabad will be bilateral. No US participation expected. Iranian officials to stay in Islamabad only a few hours - NY Post

@Time2CTruth2 Good morning Melissa Amen!! Thank you for yourr kind words God bless you!! Thank you for your massive support Appreciate your help as always!! Have a fab Friday and nice weekend!

♥️🕊️Good Morning!✝️🇺🇸 1 Peter 5:10 "And the God of all grace, who called you to his eternal glory in Christ, after you have suffered a little while, will himself restore you and make you strong, firm and steadfast."

@paul_merrey1945 Good morning Sir Thank you for yourr kind words Have a fab Friday and nice weekend!

Good morning, beloved family! Wishing you all a truly fantastic Friday. Let's seize the day and make the most of every moment! 🙏🙏☕️🌞🌴☕️🇺🇸🫡

@amoots Good morning Amber Have a fab Friday and nice weekend!

Good Morning, Cutie!! 🫶 Sending a little love to whoever needs it today. 🌤️💕🦋🍄🫠 Xoxo 💋 Happy FriYAY

Pentagon Plans To Suspend Spain From NATO

UMich Sentiment April Final 49.8, Est. 48.5 🇺🇸 1Yr Inflation Exp 4.7%, Est. 4.8% 🇺🇸 5-10Yr Inflation Exp 3.5%, Est. 3.4%

🚨 🚂 $NSC - NORFOLK SOUTHERN Q1 RESULTS: ADJUSTED PERFORMANCE STABLE, HEADLINE NUMBERS WEAKER Norfolk Southern reported mixed Q1 2026 results, with flat revenue and resilient adjusted EPS, but weaker reported profitability due to incident-related and merger expenses. 📊 NORFOLK SOUTHERN Q1 2026 SNAPSHOT 🟡 Revenue: $3.0B (flat YoY) 🔴 Reported EPS: $2.43 (down 27% YoY) 🟡 Adjusted EPS: $2.65 (down 1% YoY) 🔴 Reported railway operating income: $877M (down 23% YoY) 🟡 Adjusted railway operating income: $939M (down 2% YoY) 🔴 Operating ratio: 70.7% (vs 61.7% prior year) 🟡 Adjusted operating ratio: 68.7% 📉 Railway volumes: down 1% YoY 👉 Core takeaway: The headline decline looks worse than the underlying business trend. Adjusted metrics suggest Norfolk Southern’s core rail operations remained relatively stable despite volume softness. 📈 WHAT STOOD OUT Major signals from the release: 🟢 Revenue essentially unchanged year-over-year 🟢 Adjusted EPS nearly flat 🟢 Adjusted operating income only modestly lower 🔴 Reported margins pressured by incident + merger-related costs 🔴 Operating ratio deterioration headline-negative for rail investors Signal: Markets typically price operating ratio first when evaluating railroads — and that metric weakened meaningfully on a reported basis. 🧠 WHAT THE OPERATING RATIO MEANS Rail investors watch this closely: Lower = better profitability Higher = weaker efficiency Here’s the key comparison: • Reported OR: 70.7% ❌ • Adjusted OR: 68.7% ⚠️ • Prior year reported: 61.7% ✅ Even adjusted, efficiency slipped — but far less dramatically than the headline suggests. ⚡ WHAT’S DRIVING THE RAIL SECTOR RIGHT NOW Key industry forces affecting Norfolk Southern: 🟢 Pricing still holding across freight categories 🟢 Intermodal demand stabilizing after 2024 slowdown 🟢 Industrial freight volumes mixed but improving 🔴 Residual costs tied to the East Palestine train derailment incident still impacting comparisons 🔴 Merger-related expenses weighing on reported earnings 🧠 MARKET SIGNAL Today’s results highlight something important: 👉 Core railroad economics remain intact 👉 Incident-related costs still distorting headline performance 👉 Volume softness remains manageable rather than severe Meaning: Investors will likely focus more on adjusted OR trend direction over the next two quarters than this quarter’s reported EPS decline. 🔥 BULL vs BEAR 🟢 Bull Case • Adjusted EPS nearly flat YoY • Revenue stable despite volume decline • Incident-related costs fade over time • Rail pricing discipline remains strong industry-wide 🔴 Bear Case • Operating ratio deterioration concerns efficiency narrative • Freight volumes still slightly contracting • Industrial cycle recovery uneven • Merger execution risk remains 💭 CONCLUSION Norfolk Southern’s Q1 results send a classic railroad-sector signal: 👉 Headline numbers weak 👉 Underlying operations steady Adjusted performance suggests the company is absorbing one-time pressures rather than losing structural earnings power, but investors will want to see operating ratio improvement before sentiment fully turns bullish again.

🚨 $GNTX (Gentex) Q1 2026 Earnings Solid revenue growth + improving margins… but tariffs and China softness remain key watchpoints 👀 📊 KEY METRICS (Q1 2026) 🟢 Net Sales: $675.4M (+17% YoY) 🟢 Core Revenue: $586.8M (+2% QoQ) 🟢 Core Gross Margin: 34.0% (+80 bps YoY) 🟢 Net Income: $98.5M 🟢 EPS: $0.46 🟢 VOXX Revenue Contribution: $88.6M (profitable) 👉 Core takeaway: Strong execution + acquisition integration starting to contribute 🚀 GROWTH DRIVER: VOXX ACQUISITION 🟢 Added $88.6M revenue in the quarter 🟢 Achieved profitability already 🟢 Expands Gentex’s electronics + vehicle tech footprint 👉 This signals: Strategic diversification beyond mirrors into smart vehicle systems 📈 CAPITAL RETURNS 🟢 Repurchased 3.3M shares 🟢 $71.6M returned to shareholders 👉 Translation: Management confident in long-term cash-flow outlook 📅 GUIDANCE UPDATE 🟢 2026 Revenue: $2.65B–$2.75B 🟢 2027 Revenue: $2.80B–$2.90B 👉 Important: Multi-year visibility improving despite macro uncertainty ⚠️ WEAK SPOTS 🔻 China revenue: ~$28M (−29% QoQ) 🔻 Tariffs paid: ~$42M cumulative 🔻 $15M tariff costs capitalized into inventory 🔻 Other loss: $5.6M vs prior income 🔻 Higher operating expenses (VOXX integration + impairment) 👉 Translation: Geopolitics + integration costs still creating near-term friction 🧠 WHAT’S WORKING 🟢 Double-digit sales growth YoY 🟢 Margin expansion continuing 🟢 VOXX already profitable 🟢 Active share buybacks 🟢 Strong forward revenue outlook 🔥 BULL vs BEAR 🟢 Bull Case • Electronics expansion beyond mirrors • VOXX integration unlocks cross-selling • Margin improvement trend intact • Strong automotive content growth tailwind 🔴 Bear Case • China demand volatility • Tariff exposure unresolved • Integration risk from acquisition • Auto cycle sensitivity remains 💭 CONCLUSION $GNTX delivered a steady growth quarter with improving margins and a successful early contribution from VOXX… 👉 A disciplined automotive tech supplier quietly building multi-year revenue visibility #GNTX #Earnings #AutoTech #Stocks

🚨 $INTC JUST HIT A NEW ALL-TIME HIGH Intel reached ~$85.22 after crushing earnings 📈 Premarket move: $83.71 (+25.25%) 👉 What’s driving the breakout: 🟢 Strong AI server demand 🟢 Data center momentum accelerating 🟢 Foundry strategy gaining credibility 🟢 Margin expansion returning 🟢 Investor sentiment shifting from turnaround → growth story This isn’t just an earnings pop. It signals the market is starting to price Intel as a serious AI infrastructure player again. 👀 Key question now: Is this the start of a multi-quarter rerating cycle for $INTC? #INTC #AI #Semiconductors #Stocks

🚨 SAAS STOCKS – BROAD STRENGTH TODAY The SaaS sector is showing solid gains across the board as investors continue to favor high-quality software names amid ongoing AI tailwinds and resilient enterprise spending. 📊 TODAY’S SAAS SNAPSHOT (12 names) 🟢 $RZV (Revolve AI Limited) — $2.64 +1.54% 🟢 $ZENA (ZenaTech) — $2.14 +2.39% 🟢 $PANW (Palo Alto Networks) — $173.60 +0.23% 🟢 $NET (Cloudflare) — $207.72 +1.33% 🟢 $CRWD (CrowdStrike Holdings) — $447.40 +0.45% 🟢 $LUNR (Intuitive Machines) — $28.49 +3.37% 🟢 $NOW (ServiceNow) — $85.41 +0.74% 🟢 $ADBE (Adobe) — $239.51 +0.22% 🟢 $PLTR (Palantir Technologies) — $143.04 +1.04% 🟢 $SHOP (Shopify) — $125.54 +1.05% 🟢 $SNOW (Snowflake) — $148.37 +1.35% 🟢 $CRM (Salesforce) — $174.75 +0.84% 👉 Core takeaway: Broad-based green across the SaaS basket, with notable strength in $LUNR (+3.37%), $SNOW (+1.35%), $SHOP (+1.05%), and $ZENA (+2.39%). The group is benefiting from continued confidence in cloud software, cybersecurity, and AI-powered platforms. 📈 STACK BREAKDOWN (KEY THEMES) 🔐 CYBERSECURITY & INFRA • $PANW (Palo Alto Networks) — Leading network security platform • $CRWD (CrowdStrike) — Endpoint detection and response leader • $NET (Cloudflare) — Global cloud security and performance ☁️ ENTERPRISE SaaS & WORKFLOW • $NOW (ServiceNow) — Digital workflow and AI automation • $CRM (Salesforce) — CRM and customer experience platform • $ADBE (Adobe) — Creative and document AI tools 📊 DATA & ANALYTICS • $SNOW (Snowflake) — Cloud data platform • $PLTR (Palantir) — Big data analytics and AI platforms 🛒 COMMERCE & AI SPECIALISTS • $SHOP (Shopify) — E-commerce infrastructure • $ZENA (ZenaTech) & $RZV (Revolve AI) — Smaller AI/cloud plays • $LUNR (Intuitive Machines) — Space tech with SaaS/AI elements ⚡ WHAT’S DRIVING THE SECTOR RIGHT NOW - Sustained enterprise demand for AI-enhanced SaaS tools and cybersecurity. - Positive momentum from recent earnings in the broader tech ecosystem. - Long-term structural tailwinds from digital transformation, cloud migration, and generative AI adoption. Signal: SaaS remains a core growth theme in tech, with many names showing resilience and steady gains even in a mixed market. 🔥 BULL vs BEAR 🟢 Bull Case • AI integration across platforms drives higher spending and stickiness. • Strong backlog and subscription growth at leaders like $NOW, $CRWD, and $SNOW. • Multiple expansion for high-quality compounders. 🔴 Bear Case • Macro slowdown or budget caution could pressure enterprise spending. • High valuations leave room for volatility on any growth misses. • Increased competition in AI-powered tools. 💭 CONCLUSION Solid day for the SaaS group, with broad participation and no major laggards. This basket continues to reflect investor confidence in cloud software and AI-driven productivity tools. The theme pairs well with the AI cloud infrastructure names we’ve been tracking (NVTS, CRWV, NBIS, etc.).

🚨 AI CLOUD SPECIALIST – NEO CLOUD STOCKS SURGING TODAY AI infrastructure and specialized cloud providers are posting strong gains as investors pile into names directly tied to the explosive demand for GPU compute, data centers, and AI training capacity. 📊 TODAY’S NEO CLOUD SNAPSHOT 🟢 $NVTS (Navitas Semiconductor) — $19.15 +3.46% 🟢 $CRWV (CoreWeave) — $120.98 +3.03% 🟢 $ZETA (Zeta Global) — $17.14 +0.29% 🟢 $APLD (Applied Digital) — $37.49 +3.14% 🟢 $NBIS (Nebius Group) — $163.40 +4.02% 🟢 $IREN (IREN Limited) — $53.47 +2.79% 👉 Core takeaway: All six names finished green, led by $NBIS (+4.02%) and $NVTS (+3.46%). The group is outperforming on continued AI capex momentum and strong demand for specialized compute power. 📈 STACK BREAKDOWN (WHO DOES WHAT) ⚡ POWER SEMICONDUCTORS • $NVTS (Navitas Semiconductor) — GaN power chips enabling more efficient, high-power AI data centers. ☁️ PURE AI CLOUD / GPU PROVIDERS • $CRWV (CoreWeave) — Leading independent AI cloud with massive GPU clusters. • $NBIS (Nebius Group) — High-growth neocloud with aggressive expansion and deep Nvidia ties. 🏗️ DATA CENTER & HPC INFRA • $APLD (Applied Digital) — Next-gen data centers optimized for AI workloads. • $IREN (IREN Limited) — Bitcoin miner aggressively pivoting into large-scale AI/GPU hosting. 📊 AI DATA & MARKETING CLOUD • $ZETA (Zeta Global) — AI-powered marketing and customer data platform. ⚡ WHAT’S DRIVING THE SECTOR RIGHT NOW - Persistent AI compute shortage and accelerating hyperscaler capex. - Positive spillover from strong earnings momentum across the semiconductor and cloud ecosystem. - Long-term structural tailwinds from AI training/inference scaling and energy-efficient power solutions. Signal: Neo Cloud remains one of the strongest secular growth themes in tech. Revenue visibility and backlog growth are supporting the rally. 🔥 BULL vs BEAR 🟢 Bull Case • Multi-year AI infrastructure supercycle with hundreds of billions in planned capex. • Hyper-growth at names like $NBIS and $CRWV. • Strong order momentum across power, compute, and data center plays. 🔴 Bear Case • High capital intensity and execution risk on massive buildouts. • Potential near-term capex digestion or macro shocks. • Valuation sensitivity in a risk-off environment. 💭 CONCLUSION This was another strong day for the AI Cloud Specialist group, with broad gains across the basket. These names continue to benefit from the insatiable demand for AI compute capacity. This theme pairs well with the memory chip, semiconductor equipment, and broader AI infrastructure plays we’ve been tracking.

Avichay Adraee Translated from Arabic #Special 🔴Throughout the war, the Iranian Revolutionary Guard's intelligence apparatus has been working to advance sabotage plans targeting Israeli citizens within the country and abroad. 🔴In response, the Israel Defense Forces, in collaboration with the Shin Bet (General Security Service) and the Mossad, targeted key elements that formed bottlenecks in advancing these terrorist plans, foremost among them the so-called Majid Khademi, head of the apparatus, and the so-called Mohsen Sur, who served as head of the sabotage operations unit and a key figure in pushing it forward. 🔴In recent weeks, there has been promotion of the implementation of an Iranian sabotage plan with close involvement of Iran-aligned militias in Iraq, where foreign entities participate in the plan and there is direct funding from Iran. 🔴The Israel Defense Forces closely monitor all terrorist networks in the region and will act against them as needed.

Sources: Iran has dropped more mines in Hormuz earlier this week - Axios Reporter on X

We have no indication yet that this will be a second round of talks. As of now, only Pakistan and Iran have confirmed a meeting with each other - NY Post Reporter.

$MSFT - MICROSOFT AND OTHER CLOUD PROVIDERS TIGHTEN GRIP ON GPUS, PRESSURING AI CUSTOMER – INFORMATION

WHITE HOUSE DIDN’T IMMEDIATELY RESPOND TO QUESTIONS ON IRAN’S FOREIGN MINISTER GOING TO PAKISTAN – A

IRAN FM LAUNCHES DIPLOMATIC TOUR AMID CONFLICT Abbas Araghchi will visit Pakistan, Oman, and Russia starting Friday, as Iran pushes to ease tensions with the United States. The trip aims to coordinate with regional mediators and discuss the ongoing conflict. Pakistan previously hosted unsuccessful talks, while Oman and Russia have also played roles in past negotiations. The outreach follows a U.S. port blockade and an extended unilateral cease-fire.

ARAGHCHI TO DISCUSS TONIGHT IN PAKISTAN THE PROCESS OF RENEGOTIATION

BREAKING: Israel's Prime Minister Netanyahu announces he was diagnosed and treated for prostate cancer.