10xTrading

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S&P 500 record high... P/E down 10% from last October @DualityResearch dualityresearch.substack.com/p/a-tug-of-war…

Strait of Hormuz Business Hours for the week ahead:

*GAMESTOP OFFERING TO BUY EBAY FOR $125 A SHARE: WSJ

Q1 2026 EPS growth is on pace for the largest y/y growth rate in five years, mostly due to record AI capex, which in turn is now largely funded through massive new issuance of IG debt

🚨 FUTURES OPEN GREEN 🟢

🔥 EARNINGS 🔥 $PLTR $DUOL $SHOP $PYPL $PFE $FISV $AMD $SMCI $ANET $DIS $NVO $UBER $IONQ $ARM $APP $MCD $COIN $IREN $AFRM

Big dollar boost this past quarter.. BofA: We estimate FX was a 2.0ppt tailwind in 1Q26… …with Materials and Tech getting the biggest boost

BofA: The gap between EPS growth of Tech/Mag 7 vs. the rest of the index is narrower for the median stock

BofA: 52% of CEOs expect higher capex over the next six months, well above average

BofA: Capex growth remains strongest in big Tech

BofA: Hyperscalers’ capex as % of operating cash flow was 70% in 2025 and is expected to be >90% in 2026

BofA: Hyperscalers' 2026 capex estimates have been revised up nearly 30% since the beginning of the year

S&P 500, Nasdaq 100 25x P/Es

Commercials are extremely net-short Bitcoin This kind of extreme positioning historically aligned with bottoms in as seen in 2023, 2025 and today $BTC

Valuations remain below Oct 2025 levels GS $SPY $RSP

Meta CDS blows out to record wides

There has never been a cluster of more record S&P highs on negative breadth

Hedge funds are long $SOXX Semiconductors up to their eyeballs 👀

Healthcare's heavyweight is starting to finally wake up $UNH

BUFFETT SAYS US HAS NEVER HAD MORE INVESTORS IN A "GAMBLING MOOD" BUT OPPORTUNITIES STILL EXIST