Adz5150

Small retail investor, big curiosity. Sharing simple thoughts on stocks, AI, semis, and market psych

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- Adz5150Adz5150
  ·05-05 14:18
  God damnit. This is getting back to Covid rates. Sucks so bad
  Australia's Central Bank Raises Rates 25bps to 4.35%
  SYDNEY, May 5 (Reuters) - Australia's central bank raised its main cash rate for a third straight month on Tuesday as it battled to control a spike in inflation, and said it was now well placed to...
  Australia's Central Bank Raises Rates 25bps to 4.35%
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- Adz5150Adz5150
  ·05-05 14:03
  $Palantir Technologies Inc.(PLTR)$ $PLTR after earnings still feels like one of the most crowded “obvious” longs in the market. Business might be strong, but when everyone already expects strong, the bar gets stupidly high. That’s why these setups can still drop even on decent numbers. I’m not saying Palantir is bad though. I’m saying price and expectations are two different things. Do people here reckon: bullish long term but shaky short term, or does PLTR just keep squeezing no matter what? 👀 $Palantir Technologies Inc.(PLTR)$ $Smart US Small Cap ETF Units(USS.NZ)$
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- Adz5150Adz5150
  ·05-03 04:28
  DBS feels like it changed the question for UOB and OCBC. It’s not just “can they beat earnings?” anymore, it’s whether fee income and wealth management can offset NIM pressure the same way DBS did. My guess: 1. OCBC close: SGD 16.20 2. UOB close: SGD 36.80 3. Yes — I think they can partly match DBS’s mealth management surprise, but guidance tone will matter more than the headline profit beat. If both banks show strong fee income and confident guidance, Singapore banks may still have room to re-rate.
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- Adz5150Adz5150
  ·05-03 04:20
  Everyone’s focused on chips right now, NVDA, AMD, semis... but META moving further into robotic AI could be the more interesting long-term signal. If AI models are the “brains”, robotics is where AI gets its “hands”. That feels like the next phase: not just training smarter models, but deploying them into the real world. The big question for me is whether this starts a new AI cycle beyond chips, or whether the market is already pricing too much future growth in. Personally, I think the winners won’t just be chip makers, Are we still early, or is this where hype starts running ahead of reality? $Meta Platforms, Inc.(META)$ $NVIDIA(NVDA)$ $Adv
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- Adz5150Adz5150
  ·05-03 03:49
  After a strong April, the big question for me is: Do we keep grinding higher… or is this where things get choppy? Feels like AI is still leading, but expectations are getting high across the board. Curious how everyone’s positioning going into next week 👀
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- Adz5150Adz5150
  ·05-03 03:46
  Feels like AMD is in that zone where good news isn’t enough anymore, market wants perfect.
  @Adz5150：
  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.
  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.
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- Adz5150Adz5150
  ·05-03 03:31
  Completely agree this earnings season feels important for the AI narrative. It’s not just hype anymore, now it’s about whether companies can actually deliver on expectations.
  @Bunifa Latif：
  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
  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
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- Adz5150Adz5150
  ·05-03 03:29
  “Sell in May” always sounds good in theory, but the market doesn’t follow simple rules anymore. With AI momentum and earnings strength, I think it’s more about selective positioning than exiting completely. Peace and love for your posts @koolgal :)
  @koolgal：
  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
  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
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- Adz5150Adz5150
  ·05-03 03:11
  The S&P 500 finishing such a strong month is impressive, but I’m trying not to get caught up in FOMO. For me, the question is whether this rally is being supported by earnings and liquidity, or whether expectations are starting to run ahead of fundamentals. I’m still bullish long term, but short term I’d rather be patient and watch for better entries than chase after a big move.
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- Adz5150Adz5150
  ·05-02
  $Apple(AAPL)$ Started small with AAPL.. nothing crazy, just learning the game properly. Up a bit so far, but more focused on building habits than chasing quick wins. Everyone starts somewhere.. this is mine I think! 📈
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Adz5150

Australia's Central Bank Raises Rates 25bps to 4.35%

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