Thoughts on TSLA Earnings

May 6th, 2026 CoreWeave (CRWV) is the purest public play on the AI hyperscaler boom, and tomorrow’s Q1 earnings report is shaping up to be a major moment for the name. As of today, the stock is trading around $135–$137 after a strong move higher. It’s already up roughly 60% from the post-Q4 earnings lows … Read more

May 1, 2026 Hey Traders, Next week is a big one for the AI trade. We’re getting fresh reads from AMD (Tuesday AMC), ARM (Wednesday AMC), and Palantir (Monday AMC).  All three have perfect earnings beat streaks (AMD 7/7, ARM 8/8, PLTR 8/8) and sit right in the heart of the AI boom — but … Read more

Hey traders, I’m putting Broadcom ($AVGO) front and center today because it is going to officially step into its “Hot Zone” on Friday, May 1st — and the historical edge here is something to pay attention to. This is a core portfolio position for me right now — one of my largest long-term holdings and … Read more