To The Moon

Intel Earnings Preview: Can AI CPU Momentum Offset Margin Pressure? $Intel(INTC)$   will report first quarter 2026 results after the market closes on Thursday, April 23. For investors, this quarter matters less because of absolute revenue scale and more because it should show whether Intel’s turnaround is finally translating into cleaner execution across CPUs, manufacturing, and margins.  Core Financial Indicators Revenue is expected to come in slightly above the midpoint of Intel's own guidance. In January, the company guided for first quarter revenue of $11.7 billion to $12.7 billion. The current analyst consensus of about $12.4 billion therefore assumes Intel can land modestly above the midpoint, he

UnitedHealth Earnings Preview: Can Cost Discipline Restore Confidence? $UnitedHealth(UNH)$   is scheduled to report first-quarter 2026 results before the market opens on April 21 and will host its earnings call at 8:00 a.m. ET. On the surface, this is a routine quarterly report. In reality, it looks much more like the market’s first full test of whether UnitedHealth’s 2026 recovery framework is actually holding. Investors are no longer asking whether the company can still grow. The real question now is whether medical costs are finally moving back under control, whether Optum can stop weighing on earnings quality, and whether full-year guidance still looks credible. Public earnings previews currently point t

my predicted closing price will be 395.02. [Bless]

From One Leader to Many: AI Chips Enter a Multi-Core Era The AI chip sector showed clear divergence on Monday: $Marvell Technology(MRVL)$   rose against the trend, closing up about 6% and gaining nearly another 3% after hours; $NVIDIA(NVDA)$   recovered its intraday losses to finish slightly higher; while $Broadcom(AVGO)$   fell around 1.7%. This kind of split performance feels like a signal—the AI value chain is shifting from a"single dominant narrative" to a new phase of "multiple core drivers." Over the past two years, the investment thesi

Netflix Shares Sink 9.8%, Rewarding Shorts Sellers Who Piled In $Netflix(NFLX)$  shares sank 9.8% Friday, rewarding short sellers who have been building their bearish wagers on the streaming giant, after the company's outlook disappointed Wall Street.  The company kept its 2026 revenue guidance unchanged at a range of $50.7 billion to $51.7 billion, while its outlook for the current quarter ending in June of $12.57 billion missed the Bloomberg consensus of $12.64 billion.  Before earnings were released late Thursday, trading in borrowed Netflix shares that were sold short rose to 9.06 million shares, from 7.65 million shares a day earlier. The latest tally accounted for almost 14% of the total number o

Microsoft Investors Position for More Upside as Stock Nears Bull Market $Microsoft(MSFT)$   investors, traders and speculators are positioning for more upside potential in the software giant, signaling expectations that the company's next quarterly financial results will impress Wall Street. Call options that give their holder the right to buy Microsoft shares at $445 by May 15 attracted the biggest volume among options tied to the software giant Friday except for the zero-days-to-expiration (0DTE) contracts. That expiration date is about two weeks after the company is scheduled to release its next quarterly earnings. The strike price is more than $22 above the current stock price of $422.65. The stock has

$252M AMD Bullish Bet, $57M Micron Hedge as Nasdaq Hits Highs The $NASDAQ(.IXIC)$   and $S&P 500(.SPX)$   have recently continued to post fresh record highs, and overall market sentiment remains upbeat. But large options trades on April 17 suggest institutional investors are no longer indiscriminately chasing big tech. Instead, they are making more selective bets within the AI semiconductor theme. As the indexes keep pushing higher, is smart money still buying momentum—or quietly rotating positions beneath the surface? Options flow suggests the answer is clear: traders continued adding exposure to $Advanced Micro Device

striking thoughts,bruce lee´s wisdom for daily living - "Empty your mind, be formless. Shapeless, like water. If you put water into a cup, it becomes the cup. You put water into a bottle and it becomes the bottle. You put it in a teapot, it becomes the teapot. Now, water can flow or it can crash. Be water, my friend."

Oracle FOMO Supercharges Call Options Frenzy After Bloom Energy Deal $Oracle(ORCL)$  's options market is pricing fear of missing out Wednesday, as investors, speculators and traders chase an upside breakout before contracts expire in two days. The catalyst hit Monday night, with Oracle expanding its partnership with $Bloom Energy Corp(BE)$   to buy up to 2.8 gigawatts of fuel cell systems for its U.S. AI data-center buildout, with an initial 1.2 GW already contracted and deploying into 2027. Bloom's cells can be rolled out far faster than gas turbines or grid connections — the company delivered a full system to Oracle in 55 days l

MAG7 Exits the Trough, Yet Valuations Stay Compressed The S&P 500 is nearing fresh highs again, but the more important story may be inside the MAG-7.  Despite the recent rebound, valuations across the group still look compressed relative to the last major AI-driven peak, even as AI demand continues to broaden and monetization is becoming easier to see.  That leaves room for a more durable rerating if the next leg of earnings confirms that hyperscaler spending is finally translating into stronger cloud revenue, better pricing, and improving returns on capital. AI Demand Is Still Accelerating, and Compute Is Getting Tighter •Anthropic is locking in supply across every major lane. After unveiling Mythos in early April, Anthropic secured about 3.5GW of future Google/Broadcom-back