$HP Inc(HPQ)$ is scheduled to report its fiscal first-quarter 2026 earnings on Tuesday, February 24, 2026, after the market close. Following a solid Q4 2025 where HP beat expectations on both top and bottom lines, the focus for Q1 shifts to the sustainability of the PC recovery and the impact of rising component costs. Q1 2026 Consensus Estimates HP's fiscal Q4 2025 results, reported in late November 2024, depicted a company successfully returning to revenue growth but facing a significant "margin squeeze" that dampened investor enthusiasm. Q4 2025 Earnings Summary HP delivered its sixth consecutive quarter of revenue growth, though the bottom line reflected the impact of rising costs and a shifting product mix. PC Strength: Personal Systems grew 8

$NVIDIA(NVDA)$ $CoreWeave, Inc.(CRWV)$  $Rocket Lab USA, Inc.(RKLB)$  Week 09 Earnings Supercycle: AI Infrastructure Surge, Quantum Power Plays, Tariff Crosscurrents 🔥📊⚡ Week 09 earnings concentration sits at the intersection of AI infrastructure scaling, cloud efficiency discipline, quantum compute progress, crypto mining economics, and consumer resilience under tariff pressure. This is one of the densest cross-asset signal weeks of the quarter. Core Reports• $NVDA $CRM $SNOW $ZM $HIMS $CAVA $IONQ $SMR $LOW $HPQ $BIDU• Extensions: $HD $DPZ $CRWV $TTD $WDAY $RKLB $CIFR $DELL $MELI Macro Catalysts This Week • Consumer Confidence (Tuesday), test

Beyond the Hype: The Hidden Protocol Behind the Great Tech Market Crash of 2026 $Adobe(ADBE)$  $Salesforce.com(CRM)$  $ServiceNow(NOW)$  $LegalZoom.com, Inc(LZ)$ $Thomson Reuters(TRI)$ An ordinary Tuesday Anthropic quietly launched a desktop tool called Claude Cowork (often referred to as "Cloud CO work" or similar in some discussions). No press conference. No red carpet. No countdown timer. It just appeared that day. According to estimates from multiple financial media outlets, software stocks lost nearly $285 billion in market value in a single day. Adobe dropped a

Earnings Calendar (23Feb2026) - Salesforce Several notable companies are expected to release their earnings reports in the coming week. Among the companies of interest are AMC, Home Depot, NVIDIA, Salesforce, Baidu, and Dell. These earnings announcements are closely watched by investors and analysts, as they offer insight into each company’s financial performance and market outlook. Salesforce: AI and Market Disruption Focusing on Salesforce, the ongoing AI revolution is anticipated to generate substantial value within the business sector. This technological advancement is expected to cause significant disruptions for companies such as Salesforce, SAP, and Monday, reshaping how they operate and compete in the marketplace. Over the past year, the company’s stock price has experienced a sign

The US has amassed its largest military force in the Middle East since the 2003 Iraq invasion, with Bloomberg reporting a massive buildup including two aircraft carriers, fighter jets, and refueling tankers as Trump ramps pressure on Iran for a nuclear deal. 😤 Trump warned Iran has just 10-15 days to comply, hinting limited strikes could hit after market close today or over the weekend – a pattern from his first term where actions often unfolded off-hours to minimize immediate market shocks. This geopolitical powder keg adds nitro to already volatile trades, with VIX spiking to 25 as investors brace for oil surges, stock dips, and safe-haven floods into gold amid tariff teases crimp 5%. Emerging markets feel the ripple, with Asia's STI dipping 1% on slowdown fears, but Latin America's comm

$CrowdStrike Holdings, Inc.(CRWD)$ $Cloudflare, Inc.(NET)$  $Zscaler Inc.(ZS)$  🚨 The First Real AI Threat to Cybersecurity Just Arrived And Markets Reacted Instantly 📉🧠 Cybersecurity stocks sold off sharply today. Anthropic launched a Claude feature that can autonomously scan codebases for vulnerabilities and recommend precise patches. This is not incremental innovation. It is a potential paradigm shift that puts traditional detection models under pressure. 📉 Sector Shockwave • $CRWD CrowdStrike −7.8% (intraday low −8.1%) • $NET Cloudflare −7.3% (intraday low −8.2%) • $ZS Zscaler −5.0% • $SAIL SailPoint −9.4% • $OKTA Okta −9.2% • Global X Cybers

$Alphabet(GOOG)$ $Microsoft(MSFT)$  $NVIDIA(NVDA)$  📈🚀 $GOOG AI Infrastructure Breakout Amid Tariff Shock: Capital Cycle Shift Now Pricing In 🚀📈 Alphabet just delivered one of the strongest sessions of 2026, pushing toward $316 after a sharp intraday expansion 📊⚡️ I do not view this as momentum chasing. I see the market beginning to price a structural transition in compute economics 🧠💻 The critical shift is vertical ownership 🔧 Google is moving from being a large buyer of external AI compute toward controlling the stack from TPU silicon through inference delivery and enterprise distribution 🧩🏗️  That transition c

$Home Depot(HD)$ is scheduled to report its fiscal fourth-quarter 2025 results on Tuesday, February 24, 2026, before the market opens. The general sentiment heading into this report is cautious. While Home Depot has successfully integrated major acquisitions like GMS Inc. and SRS, the core business faces a "frozen" housing market and a lack of storm-related demand that typically drives emergency repairs. Earnings Estimates & Context Home Depot’s (HD) fiscal Q3 2025 earnings, reported in November 2024, provided a sobering look at a "stalling" retail environment. While the headline revenue figure looked healthy, the underlying data revealed a company leaning heavily on acquisitions to mask a soft core business. Q3 2025 Financial Summary The "Accou

On 24 Dec 2025, I posted about Michael Burry’s short trading on PLTR and NVDA. Click here ! to read ! It’s coming to 2 months soon. With the dust settled, it is timely to revisit and determine how “accurate” Burry has been with his “Big Shot 2.0” attack. On 10 Feb 2026, famed short seller and investor Michael Burry was taking aim at $Palantir Technologies Inc.(PLTR)$ yet again. Known as Cassandra Unchained on X (former Twitter), Burry posted an image of PLTR stock with a rudimentary drawing of a bearish head-and-shoulders pattern. (see below) Burry's Cassandra Unchained take on PLTR A red arrow labeled "

$S&P 500(.SPX)$ The S&P 500's dazzling run hides a ticking time bomb – mega-cap stocks like Nvidia and Microsoft now tower over the pack, with the largest stock's market cap ballooning to 39x the 75th percentile median, while the top 10 heavyweights command 39% of the index's weight. 😤 This lopsided dominance echoes perilous peaks from history's darkest market crashes, where a handful of giants drove returns before fragility shattered everything. The chart lays it bare: from the Great Depression's AT&T and GM stranglehold to the Dot Com bubble's Nifty Fifty frenzy, GFC's financial titans, and Covid's pandemic pivots – extreme concentration has always signaled vulnerability, not strength. As of February 19, 2026, US equities versus the

The US electricity demand chart tells a explosive story – after a decade of flatlining in the 2010s, power loads are surging again thanks to tech titans building massive data centers and AI infrastructures that guzzle energy like never before. 😤 This revival isn't a blip; it's the dawn of a $5 trillion demand wave as AI models, chip fabs, robots, EVs, and self-driving fleets all scream for more juice to function. None of these innovations run without electricity, and the bottleneck's tightening fast – supply chains strain under 20% yearly jumps in consumption from hyperscalers like Meta and Google alone. Emerging markets amp the frenzy, with Asia's data hubs pulling 10% more power on 5G rolls, boosting STI to 5,000 on tech inflows while Latin America's EV boom adds 8% demand spikes. But as

$Akamai(AKAM)$ is scheduled to report its fiscal Q4 2025 earnings on Thursday, February 19, 2026, after the market closes. The stock enters this report with significant tailwinds, having surged over 10% last week following a series of analyst upgrades and positive spillover from Cloudflare's (NET) strong results. This sets a high bar for the company to clear. Key Estimates & Expectations Wall Street is looking for steady growth, though estimates vary slightly across platforms: Revenue Consensus: $1.07 billion (approx. 5% YoY growth). Adjusted EPS Consensus: $1.75 (vs. $1.66 in Q4 2024). Full-Year 2025 Guidance: Management previously targeted total revenue of $4.13B – $4.20B and EPS of $6.93 – $7.13. Akamai's Q3 2025 earnings, reported in Novem

$Coca-Cola(KO)$ $Pepsi(PEP)$  $Procter & Gamble(PG)$  🥤👑 Dividend King doing Dividend King things. $KO just announced its 64th consecutive annual dividend increase. That level of consistency is not accidental. It reflects pricing power, global distribution scale, and one of the most durable consumer franchises ever built. 📊 Dividend update: • Raised about 4% • Quarterly: $0.53, up from $0.51• Annual: $2.12 per share• Payable April 1 (record date March 13) Now the perspective that really reframes compounding. Warren Buffett is collecting more than $212M every quarter from Coca-Cola alone. That is about $848M per year. Break it down further:≈ $2.

$Opendoor Technologies Inc(OPEN)$ $Zillow(Z)$  $Rocket Companies(RKT)$  🚪📉🏠 $OPEN Earnings Drop Today + Mortgage Rates Hit Multi-Year Low. Options Signaling a Big Move? 🏠📊🚀 30-year fixed mortgage rates just plunged to 6.01% (Freddie Mac, Feb 19 release). That is the lowest level since Sept 2022, down sharply from about 6.85% a year ago. The housing market is thawing fast 👀. This is a meaningful macro tailwind for real estate disruptor $OPEN. Pre-earnings options flow looks constructive: 📊 Calls leading puts roughly 3:1, a bullish lean 📈 Implied volatility pricing about a 13.0% move, roughly 61¢ from recent levels📉 Median actual move over the past

$MONTAGE TECH(06809)$   $Credo Technology Group Holding Ltd(CRDO)$   $Astera Labs, Inc.(ALAB)$   The latest Nikkei Asia report (3 February 2026) highlights how the AI-fueled global memory supercycle is enabling China's leading domestic memory producers—ChangXin Memory Technologies (CXMT) for DRAM and Yangtze Memory Technologies (YMTC) for NAND flash—to pursue their most aggressive capacity expansions yet, aiming to narrow the gap with market leaders Samsung, SK hynix, Micron, and KIOXIA. CXMT (currently holding ~11.1% of global DRAM capacity per Yole Group, projected to rise to ~13.9% by 2027) is massively expanding in Shanghai, with the

As of Mon, 16 Feb 2026, the $S&P 500(.SPX)$ is in the final stretch of the Q4 2025 earnings season. So far, results have been characterized by a "resilient but expensive" narrative, where corporate profits remain strong, but high valuations are keeping the market in a state of cautious volatility. 1. The Scorecard. Earnings wave is nearly complete, with the majority of the "heavy hitters" having already shared their results, except for $NVIDIA(NVDA)$ (slated to report on 25 Feb 2026). Reported: Approximately 370 companies (74%) of the S&P 500 have reported actual results for the final quarter of 2025. Remaining: Roughly 130 companies yet to report. The most active remaining day for the season is p

$NVIDIA(NVDA)$ $Apple(AAPL)$  $Roundhill Magnificent Seven ETF(MAGS)$  📉🚨 Mag 7 Options Flow Signals Institutional Hedging as Concentration Risk Builds 📊⚠️ Institutional positioning just shifted. The most crowded trade in the market is showing defensive stress. $NVDA $MSFT $AAPL $AMZN $GOOGL $META $TSLA This is not retail noise. This is institutional positioning. 📊 Feb 17 Net Premium Imbalance 🔴 Puts $26.15M vs 🟢 Calls $9.71M But the real signal was intraday structure: ➡️ Early call chasing ➡️ Aggressive midday put accumulation ➡️ Defensive close Only three names finished positive on net flow. That pattern = hedging pressure inside the market’

Great timing on this—$Infleqtion(INFQ)$  literally just started trading on the NYSE (February 17, 2026) following its merger with Churchill Capital Corp X. ​ Unlike the other "pure-play" names that are still mostly in the R&D phase, Infleqtion is hitting the public market with a surprisingly strong revenue base. Here is an updated draft of your post with the latest 2026 data. ​Why I’m Long $INFQ: The "Real Revenue" Quantum Play ​I’ve finally pulled the trigger on a position in Infleqtion ($INFQ). While I’ve been cautious with Quantum names, this isn't your typical "pre-revenue" tech moonshot. Here is the thesis: ​1. Explosive (and Actual)