LazyInvestor

I wanted to invest partially to health and my candidate was $LLY but data proves that bullish trend is not smooth ride for it. Eli Lilly and Company already had a huge run thanks to drugs like Mounjaro and Zepbound they produced . But expectations are sky high, stock already priced in near-perfect growth, investors' perception is "not bad, could be much more better" even after strong results. Obesity medication demand is massive , but supply limits and high production costs deaccelerating short-term upside. Competition from Novo Nordisk and money flow into AI/tech stocks are also another factors.

Earrings growth in April was expected to be +13%. We are coming in at +28%. Big Tech crushed beyond imagination. If you have a bear case, it can't be earnings. What a month for markets.

What makes $IREN (Iris Energy) special? $IREN (Iris Energy) is not special because it builds AI models, it is special because it sells what AI runs on: power + GPUs + data centers. $IREN sits at the intersection of energy, infrastructure and AI demand. It’s not competing with OpenAI or Grok, it’s becoming a CoreWeave-style AI compute supplier with a power advantage, which is arguably the scarcest asset in the AI industry. Biggest constraint today is electricity + cooling, not just chips. IREN controls ~3GW of secured power capacity across North America. Built originally for Bitcoin mining but they made it instantly reusable for AI workloads etoro.com/markets/iren

$NBIS Nebius’ ~+11% spike is not random. $643M acquisition of Eigen AI which strengthens its AI inference stack which will work as Token Factory and improves GPU efficiency cost-per-inference. Markets see this as directly boost shoot in the AI cloud race. Why market reacted strongly? Nebius sells GPU cloud capacity (like a mini-Nvidia ecosystem partner), so any efficiency gain means higher margins and demand leverage. Heavy call-option buying and retail/thematic AI inflows amplified the move. Earnings soon so traders positioning early. Vertical integration as infrastructure + inference optimization together Focuses purely on AI workloads vs general cloud Strong hyperscaler ties (e.g., Microsoft / Meta Platforms deals)

While the AI ​​whirlwind is shaking things up, why NASDAQ: $QCOM in silence? Actually Qualcom in 2026 isn’t dead or silent, it’s just not surfing in strong AI hype wind like $NVIDIA/ $MU. Qualcomm focuses on AI inside phones, PCs, and cars, not big data centers. Slower but real growth. Stock is showing volatility but turning slightly bullish after AI news and new deals. AI PCs, edge AI, auto/FSD growth, and possible hyperscaler partnerships are driving to upside trend. But weaking smartphone demand, China production cool down, US–China asymmetric war , and losing modem business to Apple are bearish factors. As conclusion if global economy slows, Qualcomm feels it more than pure AI stocks.

NYSE: $RDDT has always special data source for me with organic feedback about anything in life. Reddit is turning into a serious growth story in 2026. Revenue is rising fast mainly due to ads. AI tools boosting its ad performance and bringing ~75% more advertisers. Users (~126M daily) are highly engaged, so their ads convert rate is getting better. Reddit showing stronger monetization with user growth together . The human data as real opinions is valuable for both ads segment and AI. Fundamentals look bullish long term, but stock may stay volatile short term as growth vs valuation balances out. ca.finance.yahoo.com/news/reddit-in…

@EconomyApp Alphabet VC gains are amazing, they saw the future before everybody

$GOOG Alphabet Q1 FY26: • Revenue +22% Y/Y to $109.9B ($2.9B beat). • Operating margin 36% (+2pp Y/Y). • $37.7B net gains from equity investments. ☁️ Google Cloud: • Revenue +63% Y/Y to $20.0B. • Operating margin 33% (+15pp Y/Y). ▶️ YouTube ads +11% to $9.9B.

Absolutely wild that $META lost $160B in market cap after raising CapEx by just $10B even though the business posted some of its strongest growth metrics in years: • Fastest revenue growth in ~5 years at 33% YoY • Ad impressions grew 19% & Ad pricing grew 12% (rare combo) • Reels time spent rose 10% from Instagram ranking improvements • Q2 guidance came in stronger than expected at up to 28% growth • Updated ad models drove a 6% boost in landing page view conversions • Facebook video time rose more than 8% (largest sequential gain in 4 years) • WhatsApp monetization is scaling with Family of Apps “Other” revenue up 74% YoY

I was wondering how $SMH differs $AIS Here is the short and crisp findings; $SMH (VanEck Semiconductor ETF): Pure semiconductor tracks a rules-based index and concentrated to 6 stocks from top 10. Heavily carrying NVIDIA & TSMC, can be said more mature and historically consistent long-term performer. It has high exposure to chip cycle risk but go strong when semi-conductors dominate $AIS (VistaShares AI Supercycle ETF): Actively managed ETF launched 2024), it has broader exposure with 60 holdings across semis, data centers, power/cooling, and AI infrastructure. It comes with higher fee (~0.75%) but smaller size but more diversified across the AI value chain. It has higher growth potential, but less track record as recently launched and higher volatility.

@StockSavvyShay @brewmarkets Whales operation to collect the harvest at dead donkey price, keep Meta

The sharp drop we see in S&P 500 technology and semiconductor stocks following OpenAI's weak earnings is a classic example of narrative contagion. OpenAI is the primary catalyst for the current AI bull market, its performance is viewed as a KPI for the health of the entire ecosystem. My partial breakdown: OpenAI’s earnings suggested that the Return on Investment (ROI) is taking longer to materialize than expected. OpenAI is a massive consumer of high-end GPUs. Weak earnings imply that OpenAI (and its competitors) might slow down their orders for more hardware to preserve cash. Since $MSFT is a major stakeholder and provide the Azure backbone for OpenAI,If OpenAI’s usage drops, Azure’s cloud growth numbers (a key metric for S&P 500 stability) look weaker.

Today, Wednesday, April 29, 2026, is a the day for the markets. There will be rare convergence of a major Federal Reserve milestone and a massive concentration of tech earnings that could tell the S&P 500's direction for the rest of the quarter. If Powell sounds even slightly more hawkish than expected during the Q&A, a spike in yields could trigger a quick 1.5% to 2% intraday drop in the S&P 500.

I’m watching China’s nuclear buildout closely, it’s becoming one of the most underestimated mega trends. China already has ~60GW running and targets ~110GW by 2030, with ~200GW by 2040 (). What’s even more striking: it can now build up to 50 reactors at once . Nuclear is becoming the stable backbone behind China’s electrification push. The scale here is massive and still accelerating.

Nvidia's market cap has risen by $1.25 trillion in the past four weeks, reaching $5.26 trillion. It is now larger than India's entire stock market.

The S&P 500’s +$7.8T surge in just 20 days?? It isn’t random and driven by a mix of rate cut expectations, easing liquidity, and powerful AI-led momentum from mega caps like Nvidia and Microsoft. Of course FOMO, and better-than-feared earnings also contributed. It is more about positioning and liquidity than pure fundamentals. Do you think does momentum continue, or is a pause/pullback next after such a fast run?