ชอบเสยผม🇪🇸 retweetledi
ชอบเสยผม🇪🇸
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JUST IN: 🇺🇸 Over $6 trillion added to the US stock market this month.
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The S&P 500 rose 10.4% in April, its best month since 2020.
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BREAKING: Alphabet stock, $GOOGL, surges over +5% to its highest level on record after crushing Q1 2026 earnings expectations.
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$GOOGL reportedly withdrew from a $100M Pentagon drone swarm challenge after its proposal had already been accepted.
Google cited resourcing but Bloomberg says the decision followed an internal ethics review.
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$TSM has sold its remaining stake in $ARM.
TSMC Partners sold ~1.1M Arm shares at an average price of $208 totaling roughly $231M.
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$AMZN $GOOGL $META $MSFT earnings all tomorrow at once
going to be one of the craziest days all of us will experience in 2026
all those trillions moving back and forth on revenue and eps beats or misses lol
& most of our friends and family will just go about their lives and have no clue what’s happening at 4PM ET 😆
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My predictions for tomorrow’s hyperscaler earnings:
• $MSFT: “We are power and compute constrained”
• $META: “We are power and compute constrained”
• $GOOGL: “We are power and compute constrained”
• $AMZN: “We are power and compute constrained”
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If I had to pick 10 stocks to hold until 2030, it would probably be these:
1. NVIDIA - $NVDA
2. IREN - $IREN
3. MP Materials - $MP
4. One Stop Systems - $OSS
5. Rocket Lab - $RKLB
6. Amazon - $AMZN
7. Ondas - $ONDS
8. NuScale Power - $SMR
9. Bloom Energy - $BE
10. AMD - $AMD
AI infrastructure, defense, energy, and space - the themes that will define the next decade.
What would you add or remove?
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Alphabet, Microsoft, Amazon, and Meta will report earnings tomorrow.
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$NVDA JUST HIT NEW ALL-TIME HIGHS
Shay Boloor@StockSavvyShay
Wild to see $AMD now trading at nearly twice the earnings multiple of $NVDA: AMD • 45x earnings with a 0.7 PEG • 3-year revenue CAGR of 36% with 35% operating margins Nvidia • 25x earnings with a 0.4 PEG • 3-year revenue CAGR of 40% with 65% operating margins
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$INTC may have landed advanced packaging work for $GOOGL 2027 TPU v8e.
The key detail is EMIB (Intel’s packaging tech) showing up in the roadmap.
Shay Boloor@StockSavvyShay
I flagged at the beginning of the year to subscribers how explosive the CPU bottleneck could become for $INTC in 2026. Intel is building the x86 server CPU layer of the AI inference stack through Xeon data center processors which are now supply-constrained with six-month lead times and cumulative 2026 price increases above 30%. CEO Lip-Bu Tan confirmed the demand driver directly on the Q1 call by noting that AI’s shift from foundational model training toward inference and agentic workloads is driving CPU demand faster than the supply chain can catch up with both pricing and output improvements guiding higher into Q2. Incredible seeing how quickly America’s turnaround story has become one of the cleanest AI infrastructure bottleneck trades in the market.
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