Dave E.W.

Things I look for in a stock: >Niched >Small cap >Huge TAM >Founder-led >Abundant growth levers >Disruptor or early mover >Possible future monopoly >At least 2X upside in 12mo >Newly profitable or soon to be

OpenAI says that they’re ‘firing on all cylinders’ Market didn’t care much $SPY closed red

@rgrm473882 😂

$ONDS Is actually up 8.5% YTD

Jerome Powell's last interest rate decision is tomorrow Powell's been guiding the cost of money in the U.S. since 2018 $SPY has 2.7X'd since he took office Kevin Warsh is expected to replace him May 15th Warsh has supported rate cuts recently, aligning with Trump's goals

@erikjohnson56 nice

@daveewresearch Yeah i’ll keep my 1500% gain on NVDA and let it ride thanks

OpenAI misses targets in the same week that $AMZN $MSFT $META and $GOOG reports. How funny would it be if this brings back the 'AI isn't real' FUD just in time for half of Mag7 to tell the market that they're spending hundreds of billions on this exact space. Of course then $NVDA will have to save the market, again, with their end of season buzzer beater. But most likely those post $NVDA earnings gains will fade over the following weeks and the market will be left in confusion an uncertainty, again, demanding that Mag7 can prove that they're actually generating revenue before the market fully trusts this 'AI revolution.' Love the timing. Greatest show on earth.

@SteveUrkelDude Huge day for investing

Lots of stocks getting hit hard this morning.. big earnings reports coming in coming days + FOMC too..

$ONDS is down 4% YTD $ONDS is also up 1,300% past year The price you pay matters.

@erikjohnson56 Will so be coming back to this post a week after $NVDA earnings

@daveewresearch Third quarter in a row with this nonsense!

$ZETA reports after hours on Thursday, April 30th If all goes well, this will be their 19th "beat and raise" quarter

JUST IN: Trump: “Iran has just informed us that they are in a ‘State of Collapse.’ They want us to ‘Open the Hormuz Strait,’ as soon as possible, as they try to figure out their leadership situation.” -Truth Social

Tomorrow is the biggest day of investing in 2026 On the same day we get interest rate decision & earnings from: $AMZN $GOOG $META $MSFT Buckle up

Noise confirmed.

@Kalshi We’re saved

JUST IN: Jim Cramer is "worried" about huge rally in AI stocks

@itschrisray Or interviews with retail

There’s no reason that every publicly traded company shouldn’t be posting press releases, random updates, and transparent looks into the business on a weekly basis (if not more often). This would be especially helpful for small/micro cap companies that receive less coverage from major media outlets. A single intern on the Investor Relations team could reassure, inform, and excite thousands of shareholders at very little cost. My favorite companies already do this. $RKLB, $ONDS, and $OUST share updates very frequently and it makes holding these stocks through volatile periods much easier for me. It also makes me feel valued as a shareholder. The alternative - lack of transparency & poor communication - can easily incentivize investors to fade a stock or never look at it in the first place. Curious as to why companies don’t all take advantage of this low-hanging-fruit method of keeping their retail investors happy.

@Mindset4Money_X Google isn’t one to bet against

Google really went from “disrupted” to “everything passes through us” in a year

Green by close

@WealthyReadings Feels that way

@daveewresearch The market is ignoring context entirely here. But that's fine, it needs to cool down a bit, not gonna complain

Context is needed on the reason for the OpenAI miss. Did someone else take their lunch? Was there more demand than supply? Both indicate that the space is still bullish & this is their problem.

@mcF_dan Precisely

@daveewresearch after the AI trade corrects and the WSJ buys the dip we'll get clarity that its not as bad as the headline and everything rallies back up. Repeat 6 months from now.

@Ashton_1nvests It’s usually the headline that causes the 7% pullback to be scarier than what it is

Most people say they want generational wealth, then panic over a 7% pullback.

@Sandeman52 👌🏽great eye

Do you guys not see the pattern yet? In October AI stocks were ripping. Then all of a sudden a multi month coordinated FUD campaign. Well, AI stocks just ripped again. I believe a new FUD campaign is coming. Hmmmm I wonder why anyone would do a FUD campaign after prices ripped? Well, I can think of about 10 reasons.