To The Moon

AMD feels like it’s in that tricky spot where the AI narrative is strong, but expectations are already priced in. Seeing mixed takes, some calling buy, others saying sell into strength, which probably says a lot about how stretched things might be short term. Still learning, but feels like this one comes down to execution vs expectations more than hype.

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

Sell in May and Go Away? Why Not Pivot into XLU ETF? 🌟🌟🌟 April 2026 just went into the history books. We didn't just climb, we roared. With the S&P500 up over 10% marking its best month since November 2020 and closing at a fresh record high, the emotional whiplash is real. What should Investors Do in May? The Chaser: This is one of the best 3 months rallies in history. The momentum is undeniable, powered by massive earnings beats and an relentless AI surge. To sell now is to fear the unknown, to sit on the sidelines while new fortunes are made at highs. Holding cash may mean that inflation is eating away at it. The Profit Taker : The voice of caution whispers not to be greedy. After a 10% gain in one month, the air is getting

I am definitely more worried about FOMC. The next fed chair can lift the entire stock market or cause it to crash depending on how dovish or hawkish he is. This is independent of the performance of big tech. Of course, big tech has risen quite a fair bit and some corrections might happen. If warsh doesn’t cut rates as the market expects, equities will definitely come under pressure. Afterall, the market has already priced in rate cuts as trump would like to see. The market has been trained to fed manipulating the performance of equities since Covid. 5 years is more than enough for conditioned behavior. I think whatever pullback in the AI narrative will only be temporary. AI is for the future and use cases will expand exponentially which would create further pressure on demand.