Here's a tier list of stock performance one month post-earnings.
S Tier:
$SanDisk Corp.(SNDK)$ +31.4% – absolute steamroller.
$Alphabet(GOOGL)$ -7.2% – the $80B raise dragged, but the AI thesis remains intact.
A Tier:
$Advanced Micro Devices(AMD)$ +28.1% – powering the AI stack.
$Palantir Technologies Inc.(PLTR)$ +3.6% – stealthy government/data wins.
$Meta Platforms, Inc.(META)$ +3.1% – slow grind, still has AI exposure.
Directionally, the earnings read-through feels positive. It's a small sample, but Apple's inclusion in the AI trade is showing. Amazon's dip is unusual, and CoreWeave... well, lol.
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