To The Moon

$Advanced Micro Devices(AMD)$   During AMD's first-quarter 2026 earnings call, Su said the company now expects the server CPU total addressable market to grow more than 35% annually through the end of the decade, up sharply from its prior 18% projection shared in November. "CPUs are a very critical part of data center infrastructure," Su said, adding that AI-driven workloads are increasing compute requirements much faster than anticipated. AMD previously estimated the server CPU market would reach roughly $60 billion by 2030. That figure has now doubled as enterprises and hyperscale cloud providers ramp AI deployments that require more CPUs for orchestration, inference and broader infrastructure support. Su also

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$Circle Internet Corp.(CRCL)$   Yes, indicators suggest a major crypto bull run is starting in early 2026, with Bitcoin hitting $80,000, supported by improved macro liquidity, increased institutional adoption, and strong ETF inflows. Analysts anticipate a significant, sustained, and potentially massive bull market throughout 2026, driven by a combination of, or perhaps instead of, the 2025 market cycle.Key Indicators for the 2026 Bull Run:Institution Demand: Spot ETFs act as a strong, consistent, and rising baseline bid for Bitcoin.Macroeconomic Drivers: The Federal Reserve is shifting away from tightening, increasing global liquidity.Market Trends: Bitcoin is breaking through $80,000, setting up strong potenti

$Palantir Technologies Inc.(PLTR)$   Based on 2026 earnings data, Palantir's (PLTR) performance has already demonstrated the profitability of its Artificial Intelligence Platform (AIP). Following trends observed in other software companies like Twilio (TWLO), Palantir has used its Q4 2025 and early 2026 reports to prove that AIP drives substantial revenue growth and margin expansion, particularly in its US commercial segment.Here is how Palantir's earnings show AIP profitability as of May 2026:Massive U.S. Commercial Growth: In Q4 2025, U.S. commercial revenue grew 137% year-over-year to approximately \(\$507\) million, a clear indication of high demand and successful monetization of AIP.Surging Profitability:

$S&P 500(.SPX)$   Data suggests you should not blindly "sell in May." Despite the S&P 500 reaching new highs as of May 1, 2026, historical analysis shows the May-October period is weaker but still often positive, with significant underperformance concentrated in late summer, not early May. Staying invested frequently outperforms this strategy.Key Considerations for "Sell in May":Weakened Strategy: While May to October is historically the weakest six-month period (averagi@TigerStars @Daily_Discussion @TigerEvents

$Advanced Micro Devices(AMD)$   $Advanced Micro Devices (AMD.US)$ will report fiscal first-quarter results on May 5, 2026 Post Market, with investors watching data center AI accelerator momentum, client PC normalization, and the company’s margin trajectory amid a sharp year-over-year revenue expansion. Market Forecast Consensus for the current quarter points to broad-based growth led by data center, with Advanced Micro Devices projecting revenue of 9.88 billion US dollars for the quarter, implying 38.66% year-over-year growth, along with an estimated EBIT of 2.39 billion US dollars and estimated EPS of 1.29, implying year-over-year growth rates of 37.10% and 36.65%, respectively. The company’s prior report impli

$Apple(AAPL)$   During a packed U.S. earnings week, $Apple (AAPL.US)$ delivered results that came in broadly above expectations and issued a more constructive outlook, sending the stock up nearly 6% intraday. With earnings uncertainty now behind it, the options market has quickly defined a new pricing range. The conclusion is clear: institutions are decisively bullish on Apple, building a downside floor by selling puts while using calls to participate in the upside. From the options flow, a notable trade involved about 2,090 contracts of the December 2026 $295 call (295C), representing roughly $4.4 million in premium. The trades were executed on the ask and volume exceeded open interest, indicating aggressive n

This was the most important earnings week for the AI trade since Nvidia's blowout in 2023, and the market's reaction has been more instructive than the numbers themselves. **The headline results:** - $GOOGL: Revenue $109.9B (+22% YoY), beat. Google Cloud $20.03B, +63% YoY — blew past the $18.05B estimate. Net income up 81% to $62.6B. EPS $5.11 vs $2.62 expected. Sundar Pichai confirmed enterprise AI solutions are now the primary cloud growth driver for the first time. - $AMZN: Net sales $181.5B (+17% YoY), beat. AWS reaccelerated to +28% — its fastest growth in 15 quarters. EPS $2.78 vs $1.64 expected. $44.2B in capex. - $MSFT: Beat on revenue, but flagged $190B capex and high memory costs. Stock sold off ~4%. - $META: Beat on revenue, raised capex to $135B for the year. Shares fell 8.6% o

I think it can’t go higher!