ArauzZ 🌱

Stocks with 20%+ ROIC trading below 20x earnings: 1. Meta $META: ROIC: 28% PE: 18x 2. Adobe $ADBE: ROIC: 49% PE: 10x 3. Booking $BKNG: ROIC: 56% PE: 14x 4. Copart $CPRT: ROIC: 25% PE: 19x 5. McDonald's $MCD: ROIC: 28% PE: 19x 6. Home Depot $HD: ROIC: 25% PE: 19x

AI & SEMI holder , everyone’s alright today? • $SNDK -8,73% 🔻 • $INTC -9,25% 🔻 • $DRAM -10,23%🔻 • $MU -8,24% 🔻 What we buying ?

🚨 Part 2 of the AI boom selloff 📉 Will this selloff extend beyond one day this time? Here are some hot names to watch 🔥👀 $NVTS -17%🔴 $QCOM -15%🔴 $CRWV -11%🔴 $INTC -11%🔴 $LITE -11%🔴 $MU -10.5%🔴 $MPWR -7.5%🔴 $MRVL -7.5%🔴 $AMD -7%🔴 $ALAB -7%🔴 $NBIS -7%🔴 $DELL -7%🔴 $ORCL -6.5%🔴 $LRCX -6%🔴 An extension of this selloff would be suitable for those looking to add or start positions in these hot stocks.

End of week prediction SaaS edition $SOFI $16,02 $NOW $95 $HOOD $83 $ADBE $251 $ORCL $200

Implied moves for the 5 stocks we’re keeping an eye on this week: $EOSE | Eos Energy Enterprises ~ ±19.7% $HIMS | Hims & Hers Health ~ ±16.8% $NBIS | Nebius Group N.V ~ ±15.8% $ASTS | AST SpaceMobile ~ ±15.6% $ONDS | Ondas Inc ~ ±12.5% Lots of volatility.. Good luck degens..

TRUMP TOLD YOU TO BUY $INTC people laughed at him. Then Intel ripped 500%. Now he’s publicly telling Americans to buy $DELL while AI infrastructure spending is exploding. This isn’t just about PCs anymore. $DELL is becoming one of the biggest AI infrastructure plays in the market: • Massive AI server demand • $NVDA partnerships • AI backlog hitting record levels • Governments racing to build sovereign AI systems • Enterprise AI capex accelerating Trump’s entire AI agenda is centered around building American AI dominance, data centers, and compute infrastructure. $DELL sits directly in the middle of that trade. Maybe the market shouldn’t ignore these comments twice.

9 AI Infrastructure Stocks Still Worth Watching. Keep these on watch before May 15th. • 🚀 ( $MU) — 708 → 860 • 🚀 ( $MRVL) — 167 → 230 • 🚀 ( $ALAB) — 193 → 255 • 🚀 ( $CRDO) — 188 → 250 • 🚀 ( $QCOM) — 215 → 285 • 🚀 ( $AMAT) — 429 → 520 • 🚀 ( $LRCX) — 292 → 360 • 🚀 ( $APH) — 134 → 175 • 🚀 ( $HPE) — 30 → 42 The AI trade is no longer just about GPUs. Memory, optical networking, connectivity, power infrastructure, and semiconductor equipment still look like core parts of the AI buildout story.

Earnings for this upcoming week: $HIMS $NBIS $ASTS $BABA $ONDS $FIG

ANTHROPIC ACABA DE LANZAR UNA ESTRUCTURA DE BOT DE TRADING PARA MERCADOS DE PREDICCIÓN 🤯 TASA DE ÉXITO DEL 68.4%. $300–$1,500 POR DÍA.

$NVDA presents a fair value of $260 I think $250 by 2027 is pretty conservative THIS STOCK HAS ROOM TO RUN!

Busy week of earnings ahead with nearly 2k companies set to report. We won't hear from the major retailers just yet but lot of large firms on the docket. Watch for: $TCEHY, $CSCO, $AMAT, $BABA, $DTEGY, $BN, $CEG, $PBR, $B, $MFC, $SPG, $KBCSY, $EONGY, $NU, $TAK, $SE, $FNV, $VOD, $Q, $TSEM and many more. #earnings #stockmarket #investing #trading

Another day Another new ALL TIME HIGHS for the NASDAQ 100 $QQQ 🟢

Tchouameni o Jon Jones? Que barbaridad 😂 ▶️ Creado por: @Nabilidosoo y @pabloprompt

First Principles Fund compra acciones en: $RMS - Hermès $CSU - Constellation Software $UBER - Uber $BKNG - Booking Holdings $META - Meta Platforms $EVO - Evolution AB Nos convertimos en co-propietarios de algunos de los negocios de mayor calidad del planeta.

Which is the better buy right now $NVDA or $MSFT?

Micron $MU stock just hit $700 per share for the FIRST TIME 🟢🟢🟢🟢🟢🟢🟢

#earnings for the week of May 11, 2026 earningswhispers.com/calendar $HIMS $NBIS $CRCL $ASTS $ONDS $QBTS $NU $FIG $PLUG $CEG $RGTI $AMAT $B $OKLO $BN $MNDY $ENVX $MARA $CSCO $BW $BABA $KOPN $MOS $KLAR $UMAC $KRMN $ACHR $USAR $AG $MVST $CLSK $VG $GPRO $CGBD $XGN $AQST $CRON $ITRG $FSK $DDD $ASM $ELMD $DT $SE $EOSE $VFF $ONON $ALCO $CPRX $QUBT

MICROSOFT FEARED OPENAI WOULD RUN TO AMAZON BACK IN 2018 New Musk v. Altman trial emails show Microsoft execs were skeptical of OpenAI years before the $13B partnership. In 2018, Sam Altman asked Satya Nadella for $300M in Azure credits. Microsoft’s AI team reportedly saw “no value in engaging.” Kevin Scott (CTO) said he was “highly skeptical” of an imminent AGI breakthrough and said OpenAI was treating Microsoft like “a bucket of undifferentiated GPUs.” But Microsoft had one major concern: AMAZON Scott warned OpenAI could “storm off to Amazon in a huff and shit-talk us and Azure on the way out.” Azure exec Jason Zander’s worst case was OpenAI leaving Azure for AWS, bad-mouthing Microsoft, and then landing a major AI breakthrough with Microsoft’s competitors. So Microsoft funded the relationship anyway. 2019: Microsoft invests $1B in OpenAI 2023: Microsoft commits $13B OpenAI becomes the most important AI company in the world And years later, OpenAI commits roughly $138B to AWS, while Amazon agrees to invest up to $50B into OpenAI. The thing Microsoft feared in 2018 eventually happened anyway.

- how the average $AMD shareholder eats in 2026 📈

ÚLTIMA HORA: Intel $INTC sube más del 14% tras reportes de que Apple $AAPL explora usar Intel para fabricar sus procesadores principales.