u/MarketRodeo

Nvidia just reported earnings:

• Revenue: $81.6B (beat est. $78.86B) ✅
• Adj EPS: $1.87 (beat est. $1.76) ✅
• Net Income: $58.3B
• Gross Margin: 74.9%

Q2 Guidance:

• Revenue: $91B vs $86.79B est ✅

Capital Return:

• New $80B buyback authorization
• Quarterly dividend raised to $0.25 per share
• $20B returned to shareholders in Q1

Crushing expectations and raising guidance. The AI dominance continues.

How will NVDA perform tomorrow?

AMD is surging +18.34% in pre-market trading following yesterday's strong earnings beat:

EPS of $1.37 vs $1.29 expected (Beat by 6.20%)
Revenue of $10.25B vs $9.92B expected (Beat by 3.33%)

The chipmaker delivered impressive YoY growth of 42.71% in EPS and 38% in Revenue.

AMD also issued strong Q2 guidance of about $11.2 billion in revenue , well above analyst expectations of $10.51 billion. CEO Lisa Su expressed strong confidence in reaching tens of billions of dollars in data center AI revenue next year CNBC

Are you buying the rally or waiting for a pullback? What's your move on AMD today?

AMD just reported Q1-2026 earnings with beats on key metrics:
EPS of $1.37 beating expectations of $1.29 (Beat by 6.20%)
Revenue of $10.25B beating expectations of $9.92B (Beat by 3.33%)

Strong growth metrics:
EPS up 42.71% Year Over Year
Revenue up 38% Year Over Year

The chipmaker delivers solid performance with impressive year-over-year growth.

Will we see green or red tomorrow for AMD?

PLTR just reported quarterly earnings with strong beats across the board:

EPS of $0.33 beating expectations of $0.28 (Beat by 18%)
Revenue of $1.633B beating expectations of $1.54B (Beat by 6%)

EPS up 154% Year Over Year
Revenue up 85% Year Over Year
EPS up 32% Quarter Over Quarter
Revenue up 16% Quarter Over Quarter

The AI software company continues to demonstrate explosive growth momentum.

Will we see green or red tomorrow for PLTR?

Powell's likely final press conference as Fed Chair plus 4 of the Mag 7 reporting earnings, all in the same 24 hours.

The FOMC decision is fully priced as a hold so it's not really the story. The 2:30 PM presser is, since this Powell's last one as Chair (his term ends in May). Kevin Warsh takes over in June and wants a pretty different Fed: new inflation framework, smaller balance sheet, possibly killing the post-meeting press conference cadence. CPI also reaccelerated on the Iran/oil shock, and GDP, PCE, and ECI all drop Thursday morning.

Then after close, four giants report on the same evening. Combined market cap is north of $10T. The shared narrative is AI capex, with combined 2026 commitments easily the largest in tech history. Today is the first real test of whether the spend is producing actual revenue or just burning cash.

The setup going in is uneven. GOOGL and AMZN both had strong last quarters with cloud reaccelerating, but spooked investors with massive capex guides (AMZN dropped the biggest single-company capex guide ever and got dumped after hours). META has the cleanest story heading in with strong ads and a confident next-quarter guide, but it's run hard into the print so it's priced for execution. MSFT is the contrarian setup, the only one of the four that's down YTD while the others are all up recently, so the bar is the lowest and any beat on Azure probably sends it up.

Whatever happens tonight sets the tone for tech into summer. Either AI capex finally shows up in the numbers or the skeptics get their moment. Worth remembering these four are basically NVDA's biggest customers, so whatever they say about capex directly shapes the AI trade well beyond their own stocks.

Are you buying, selling, or just enjoying some popcorn from the sidelines?

Trump just posted that Iran has informed the US they are in a "State of Collapse."

Iran is now asking the US to open the Strait of Hormuz as soon as possible while they figure out their leadership situation.

Trump says he believes they will be able to sort it out.

This is a completely different tone from both sides. Iran went from refusing to give up nuclear ambitions to admitting collapse and asking for help. The blockade and mine sweeping worked.

If the Strait reopens, oil prices should drop significantly. This could be the best news for markets in months.

Are we finally seeing the end of this?

Track how presidential activities impact the markets for free: POTUS Tracker

Trump just posted that he has ordered the US Navy to shoot any boat putting mines in the Strait of Hormuz, no hesitation.

He says all 159 Iranian naval ships are now at the bottom of the sea and that mine sweepers are already clearing the Strait, but he's tripling that activity.

Two days ago he said Iran violated the ceasefire "numerous times." Now this.

This is clearly the next step in forcing the Strait open. If the mines get cleared and shipping can resume, oil prices should come down significantly. But if Iran retaliates, we could see another spike.

What do you think happens next?

Track how presidential activities impact the markets for free: POTUS Tracker

TSLA earnings are out! 📊

✅ EPS: $0.41 vs $0.34 expected (beat by 21%)
✅ Revenue: $22.4B vs $21.9B expected (beat by 2%)

Cybercab, Tesla Semi and Megapack 3 on schedule for volume production starting in 2026

Trump just posted this one liner. No details, no context, just a warning shot.

The two week ceasefire is about to expire and this is the signal. If you've been following this saga from the beginning you know what comes after posts like this.

Every time Trump has posted a short aggressive message about Iran, a major escalation followed shortly after.

Buckle up. This week could get very volatile for oil and markets.

Track how presidential activities impact the markets for free: POTUS Tracker

The Oversold/Overbought list shows stocks that are trading at extreme levels based on their Relative Strength Index (RSI), suggesting potential short-term reversals during the trading session.

📉 Oversold Stocks:

Stocks with RSI below 30, potentially indicating oversold conditions and possible upward reversals.

Symbol	Company	RSI	Price	Change	%Change	Market Cap
RCI	Rogers Communications Inc.	29.56	33.32	-0.03	-0.09%	$18.0B
BMI	Badger Meter, Inc.	24.22	115.54	-36.75	-24.13%	$3.4B
PIPR	Piper Sandler Companies	21.39	90.60	+1.78	+2.00%	$1.6B
VRDN	Viridian Therapeutics, Inc.	24.85	14.80	+0.14	+0.95%	$1.3B
PDS	Precision Drilling Corporation	28.88	83.59	-5.14	-5.79%	$1.1B

Source: Oversold

📈 Overbought Stocks:

Stocks with RSI above 70, potentially indicating overbought conditions and possible downward reversals.

Symbol	Company	RSI	Price	Change	%Change	Market Cap
MSFT	Microsoft Corporation	70.43	422.61	+2.35	+0.56%	$3.1T
AVGO	Broadcom Inc.	78.03	406.53	+8.06	+2.02%	$1.9T
AMD	Advanced Micro Devices, Inc.	79.26	278.39	+0.13	+0.05%	$453.9B
INTC	Intel Corporation	77.52	68.50	-0.01	-0.01%	$343.9B
MS	Morgan Stanley	70.33	188.84	+1.52	+0.81%	$299.9B

Source: Overbought

Understanding RSI:

• RSI < 30: Potentially oversold (stock may be undervalued)
• RSI > 70: Potentially overbought (stock may be overvalued)
• RSI 30-70: Normal trading range