To The Moon

Big tech earnings are around the corner! Let’s see how institutions focus on this earnings season!Citi: S&P 500 Q1 earnings growth is expected at +13.1% YoY, with the tech sector taking the lead.Tech earnings growth forecast: +45%, highest across all sectorsPositive surprise probability: 90%, leading the second place (consumer staples at 70%) by 20 percentage pointsOverall Q1 beat rate: 62%, the second-highest quarter since 2022Three key themes wall street is betting on: will earnings season validate them?📌 AI Cloud ( $Microsoft(MSFT)$ / $Alphabet(GOOG)$ )Citi:Azure Q3 expected at +39% cc, 1pp above company guidance . FY27 expected at 41% vs consensus 37%Google Cloud +57.5% vs consensus +46.8% (11pp g

C. Semiconductors / AI infrastructure

A

🌟🌟 Azure, AWS growth rates are truly inflecting upward, reaching multi year highs as of late 2025 & early 2026. This re-acceleration can be attributed to a massive shift from AI experimentation to production scale deployment. $Amazon.com(AMZN)$ AWS's growth has surged 24% YoY to USD 35.6 billion in Q4 25.  This is the fastest growth rate in 13 quarters.  It is a sharp acceleration from 17% seen in 2024 & 20% in Q3 25.

Hot pick is C. Semiconductors / AI

semi and AI infrastructure boomz... then software.. boomz

Citi: Azure Q3 expected at +39% cc, 1pp above company guidance . FY27 expected at 41% vs consensus 37% Google Cloud +57.5% vs consensus +46.8% (11pp gap) ; Gemini MAU at 750M, Q1 DAU +268% YoY

C

C.

C. Semiconductors / AI infrastructure NVIDIA still leads. CUDA remains deeply embedded, and near-term demand > supply. Custom chips are a long-term threat, not immediate. AI Cloud: Microsoft Azure and Amazon AWS should improve, but growth is still capex-driven. Margins matter more than headline growth. Ads: Google recovery looks partly base effect. Real test is sustained search demand amid AI disruption. Consumer: Apple may struggle. China remains soft; Services helps but may not fully offset hardware weakness. View: AI infra is the only clear, durable earnings engine this season.

$Blackstone Group LP(BX)$ is scheduled to report its fiscal Q1 2026 earnings on Thursday, April 23, 2026, before the market opens. After a rough start to the year for the stock, the focus has shifted from simple growth to the resilience of their private credit and data center portfolios. Here is a breakdown of what to expect and the levers that will move the price. The Numbers: Estimates & Forecasts EPS (Adjusted/Distributable): Consensus is roughly $1.19 to $1.33. Revenue: Expected around $3.01B to $3.4B. Recent Momentum: Blackstone provided an intra-quarter update in late March, noting realized performance revenues in excess of $680 million for the first ten weeks of the year, signaling that exit activity (selling assets) started the year on a

D) None I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries. Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off. I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect

🌟🌟 🌟 Today the market is Beat and Pop as there is optimism in the air as Iran has reopened the Strait of Hormuz. This has sent oil prices tumbling, easing inflation fears and fueling a broad rally. All 3 indices: the S&P500, Dow Jones and Nasdaq closed at record highs. $Taiwan Semiconductor Manufacturing(TSM)$ and other tech stocks rose too. Let's celebrate and be merry 🥰🥰🥰🌈🌈🌈💰💰💰🍾🍾🍾🎉🎉🎉 @Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger

$Solidion Technology Inc.(STI)$ : +0.85% to 4,989.41, a modest relief rally led by advertising (+20.14%) and semiconductor equipment (+19.17%) as easing Middle East tensions lifted regional sentiment, though gains were capped by selective positioning on property exposure.

Sounds like a party with "Beat & Pop". Stay put as shifted towards more defensive.

what abt Oracle? already down 50% from peak, looks like a rebound up soon.

blk. I love this stock

The revenue is already in (+45% YoY in March). Now, it’s about the "AI moat." Bernstein has a $351 PT. Why? Because AI demand from Nvidia/Apple is so hungry it’s eating up the slack from weak smartphone sales.

Goldman didn't just beat; they obliterated expectations: Equity Trading Rev: $5.33B (All-time Wall Street record). M&A Advisory: Up 89% YoY. The Catch: The stock dropped 1.87% after the print. In this macro environment, a record-breaking past isn't enough. The market only cares about one thing: Guidance.

I’m leaning toward A) $Taiwan Semiconductor Manufacturing(TSM)$ as my “Beat & Pop” pick. The AI demand from $NVIDIA(NVDA)$ and $Apple(AAPL)$ still looks strong, and this feels more structural than cyclical. As long as guidance stays solid without major supply issues, I think the market rewards that visibility. For banks like $JPMorgan Chase(JPM)$ and $Goldman Sachs(GS)$ , I see more of a gradual re-ratin

$Goldman Sachs(GS)$ just smashed a Wall Street record, yet the stock fell. $Morgan Stanley(MS)$ $Citigroup(C)$ $Bank of America(BAC)$ $JPMorgan Chase(JPM)$ We are officially in a "Beat and Fade" market. Everyone is looking through the windshield, not the rearview mirror. With $Taiwan Semiconductor Manufacturing(TSM)$ , $Netflix(NFLX)$ , and the big banks on deck, this week will reprice the rest of 2026. 1. Goldman paradox: record high but fell Goldman didn't just beat; they obliterated expectations: Equi

Big tech earnings are around the corner! Let’s see how institutions focus on this earnings season!Citi: S&P 500 Q1 earnings growth is expected at +13.1% YoY, with the tech sector taking the lead.Tech earnings growth forecast: +45%, highest across all sectorsPositive surprise probability: 90%, leading the second place (consumer staples at 70%) by 20 percentage pointsOverall Q1 beat rate: 62%, the second-highest quarter since 2022Three key themes wall street is betting on: will earnings season validate them?📌 AI Cloud ( $Microsoft(MSFT)$ / $Alphabet(GOOG)$ )Citi:Azure Q3 expected at +39% cc, 1pp above company guidance . FY27 expected at 41% vs consensus 37%Google Cloud +57.5% vs consensus +46.8% (11pp g

$Blackstone Group LP(BX)$ is scheduled to report its fiscal Q1 2026 earnings on Thursday, April 23, 2026, before the market opens. After a rough start to the year for the stock, the focus has shifted from simple growth to the resilience of their private credit and data center portfolios. Here is a breakdown of what to expect and the levers that will move the price. The Numbers: Estimates & Forecasts EPS (Adjusted/Distributable): Consensus is roughly $1.19 to $1.33. Revenue: Expected around $3.01B to $3.4B. Recent Momentum: Blackstone provided an intra-quarter update in late March, noting realized performance revenues in excess of $680 million for the first ten weeks of the year, signaling that exit activity (selling assets) started the year on a

🌟🌟 Azure, AWS growth rates are truly inflecting upward, reaching multi year highs as of late 2025 & early 2026. This re-acceleration can be attributed to a massive shift from AI experimentation to production scale deployment. $Amazon.com(AMZN)$ AWS's growth has surged 24% YoY to USD 35.6 billion in Q4 25.  This is the fastest growth rate in 13 quarters.  It is a sharp acceleration from 17% seen in 2024 & 20% in Q3 25.

C. Semiconductors / AI infrastructure

A

C. Semiconductors / AI infrastructure NVIDIA still leads. CUDA remains deeply embedded, and near-term demand > supply. Custom chips are a long-term threat, not immediate. AI Cloud: Microsoft Azure and Amazon AWS should improve, but growth is still capex-driven. Margins matter more than headline growth. Ads: Google recovery looks partly base effect. Real test is sustained search demand amid AI disruption. Consumer: Apple may struggle. China remains soft; Services helps but may not fully offset hardware weakness. View: AI infra is the only clear, durable earnings engine this season.

Hot pick is C. Semiconductors / AI

Citi: Azure Q3 expected at +39% cc, 1pp above company guidance . FY27 expected at 41% vs consensus 37% Google Cloud +57.5% vs consensus +46.8% (11pp gap) ; Gemini MAU at 750M, Q1 DAU +268% YoY

semi and AI infrastructure boomz... then software.. boomz

C

C.

D) None I am never optimistic about Tesla beating expectations. I think it remains to be seen if the ‘chip strategy’ pivot will really pay off. Where the cars are concerned, competition is too stiff. The rest are making better, cheaper cars with longer lasting batteries. Among the magnificent seven, I remain the most bullish on Apple. The iPhones remain popular and demand remains hot in its biggest market ie the Chinese market. The Chinese consumers are willing to pay for the phone. Also, I expect it’s venture into better wearables to pay off. I think a 19% EPS growth for the S&P might be a little hard to pull off. This is insanely bullish. This quarter is affected by the war, concerns of inflation as well as a consequently hawkish Fed which has not promised a rate cut. I expect

🌟🌟 🌟 Today the market is Beat and Pop as there is optimism in the air as Iran has reopened the Strait of Hormuz. This has sent oil prices tumbling, easing inflation fears and fueling a broad rally. All 3 indices: the S&P500, Dow Jones and Nasdaq closed at record highs. $Taiwan Semiconductor Manufacturing(TSM)$ and other tech stocks rose too. Let's celebrate and be merry 🥰🥰🥰🌈🌈🌈💰💰💰🍾🍾🍾🎉🎉🎉 @Tiger_comments @TigerStars @Tiger_SG @TigerClub @CaptainTiger

$Solidion Technology Inc.(STI)$ : +0.85% to 4,989.41, a modest relief rally led by advertising (+20.14%) and semiconductor equipment (+19.17%) as easing Middle East tensions lifted regional sentiment, though gains were capped by selective positioning on property exposure.

$BlackRock(BLK)$ is confirmed to report its Q1 2026 earnings on Tuesday, April 14, 2026, before the market opens. Following a record-breaking 2025 where Assets Under Management (AUM) crossed the $14 trillion mark, this report will be a critical barometer for the broader financial services sector and the health of institutional capital flows. Q1 2026 Earnings Expectations Consensus EPS Estimate: $12.01 – $12.06 (representing ~6% to 7% YoY growth). Consensus Revenue Estimate: $6.62 billion (a projected ~25% YoY increase). Recent Momentum: BlackRock has an average earnings surprise of 8.2% over the last four quarters. However, recent analyst sentiment is mixed, with the Zacks Consensus Estimate being revised downward by 1.7% in the week leading up to

Last Week's Recap 1. U.S. Market Summary: Rally as Middle East tensions ease and oil plummets 13% Stock surge – Major U.S. indexes jumped 3–5% on easing Middle East tensions and a 13% weekly drop in oil prices. Two-week rebound – Nasdaq gained ~9%, S&P 500 ~7%, and Dow ~6%, erasing March losses. Inflation hot – CPI hit 3.3% YoY, well above the Fed’s 2% target. Oil plunges – Crude fell to ~$96/barrel (down 13% weekly) from a March 9 intraday peak near $119. Gold rallies – Prices rose for a second straight week to ~$4,800/oz, recovering March losses. GDP cut – Q4 growth revised down to 0.5% (from 0.7% in March and 1.4% initially). Sentiment drops – UMich consumer sentiment fell to 47.6 in April (from 53.3 in March). Earnings outlook – Q1 S&P 500 profit growth forecast lowered to 12.6

$JPMorgan Chase(JPM)$ is set to report its fiscal Q1 2026 earnings tomorrow morning, Tuesday, April 14, 2026. As the bellwether for the banking sector, JPM often sets the tone for the entire market’s earnings season. Q1 2026 Earnings Expectations Analysts are looking for a strong year-over-year increase, driven by a revival in capital markets and resilient consumer spending. JPMorgan Chase (JPM) delivered a complex but ultimately resilient Q4 2025 performance on January 13, 2026. While the headline numbers showed a robust beat on profitability, the report was punctuated by a significant one-time item and cautious forward-looking commentary that has become a trademark of Jamie Dimon’s leadership. Q4 2025 Earnings Summary JPM surpassed expectations o

bank earnings season is kicking off right now, and honestly, I'm pretty optimistic about what the big six – JPMorgan Chase, Bank of America, Citigroup, Wells Fargo, Goldman Sachs, and Morgan Stanley – are likely to deliver for the first quarter of 2026. Analysts are calling for overall profits to rise around 5% year-over-year across the group. Revenues should grow in the mid-to-high single digits for most of them, which isn't flashy but feels reliable in today's environment.What’s driving this? Net interest income (that sweet spread between what banks earn on loans and pay on deposits) is still holding up nicely thanks to rates that, while lower than their peak, remain elevated after the Fed's cuts in late 2025. The Fed has kept the benchmark steady around 3.5-3.75% lately, with just one m

Earnings Calendar (13Apr2026) Banking Sector Earnings and Netflix Analysis This week, earnings results for the banking sector will be announced. Alongside these updates, Netflix stands out as one of the leading players in the market. Over the past year, Netflix’s stock price has risen by 12.17%. However, its price-to-earnings (P/E) ratio suggests the stock may be somewhat expensive at current levels. Key Financial Metrics P/E Ratio: 40.47 Earnings Per Share (EPS): $2.53 Investment Ratings and Target Price Technical analysis recommends a “strong buy” for Netflix stock. Analyst sentiment is also positive, with a “buy” rating. The target price for Netflix is set at $114.3, indicating a potential upside of 10.7% from current levels. Revenue and Profit Growth Netfl

BIG BANKS KICK OFF Q1 EARNINGS: BEAT AND FADE, OR IS THE RALLY JUST STARTING? The Q1 2026 earnings season is officially opening its doors, and the spotlight is glaring directly on Wall Street's heavyweights. Expectations are sky-high for giants like Citi, Wells Fargo, and Morgan Stanley, driven by a resurgence in deal-making, robust trading revenues, and resilient Net Interest Income (NII). But with the financials sector already heavily bid up heading into these prints, a massive tension is building on the tape: if the numbers are merely "good," will the market ruthlessly fade the news? Here is why this bank earnings kickoff is a massive psychological trap, and what the smart money is actually watching behind the headline numbers.  1️⃣ The "Priced for Perfection" Trap Retail traders o