To The Moon

Good preview, all looking good for ambitious SMCI except the stock price not moving up.  One little non-compliance popping up in the last minute will pull all the strings. Need a damage control strategy or revamp the entire system.

SoFi Shares Tumbled as the company declined to raise its Full-Year Forecast =) Wow, that's the stock market reality now.  What an amazing Q1 performance, beating both Revenue and EPS with announcement of 'Strong Outlook' and still tumbling because of not raising its full year forecast. Lol, Looks pre-meditated move! 

Stepping into the big tech earning week, I believe Google and Amazon have the best chances of making a big splash. Let’s watch Actual Capex, Quarterly guidance and real AI impact (ease of adaptation, consistent performance & maintenance, cost efficiency, secured operations and overall safety).

Lots of momentum and optimism in AI related tech companies acting as full catalysts.  Better to hold and continue the ride as long as eps growth continues.  

AI Beneficiary List: Which Company We Can Catch? —>. Why not one each... 1) TSM 2)ARM 3)AVGO 4)AAOI 5)MU 6)CRWV.

Google Cloud Focus: Launch TPU 8T + 8I combined with 'Gemini Enterprise' push =) Tech giant firing all the engines to build a massive lead in the 'AI full stack'.  

$Astera Labs, Inc.(ALAB)$  Taking a small break here....

$Amazon.com(AMZN)$  Given the strong momentum, another 10% rise is a possibility. 

$Netflix(NFLX)$  plunges ~10%; Ad Growth Disappoints. =) A disappointing Q2 outlook (both revenue and earnings) and the departure of co-founder Reed Hastings from the board, triggered a sharp sell-off. The quarter was financially solid but strategically clouded by near-term uncertainty. May need time to bounce back with strategic guidance on growth sustainability. 

Keep going 👍