AllIn Call

bro the whole thesis flipped overnight. $Intel Corporation (INTC.US)$ maybe building in the US with apple, nvidia and google sniffing around as a tsmc backup, and bofa going straight from underperform to buy. when the bears capitulate like that you pay attention. added a bit on the dip last week and im not selling into strength yet.

Marvell Up 7.5%: Custom Silicon Steps Into The Spotlight

Big week ahead, Tesla, Microsoft, Meta, and Apple all report, mark down what to watch: $Tesla(TSLA.US) TSLA is always a wildcard. Forget just delivery numbers; the street is obsessed with margins and the AI story. The big money wants concrete updates on FSD take rates and, more importantly, any real timeline for the Robotaxi network. After the recent run-up, they need to prove the "future tech" isn't just more Musk magic talk. EPS expectation is around $0.44. $Microsoft(MSFT.US) The AI Kingpin. This is the purest test of AI monetization. All eyes on Azure cloud growth – is it accelerating or hitting a wall? Any slowdown chatter will spook the market. We also need to hear how Copilot is actually selling and if those insane capital expenditures are paying off. Can they justify the spend? Consensus EPS is looking for ~$3.86. $Meta Platforms(META.US) The efficiency champ. Their ad engine has been a beast, but the question is sustainability. Watch for ad pricing trends and user engagement, especially with Reels. The real tension? Balancing massive AI/metaverse investments against profit growth. The market hates "spend now, profit later" stories if the payoff isn't clear. They're expected to deliver a hefty ~$8.16 EPS. $Apple(AAPL.US) The pressure is on. After lagging this year, AAPL needs to show iPhone 17 demand is still strong, especially in China, and prove it's insulated from rising memory costs. More importantly, they must sell a credible AI vision. Everyone's watching the Google Gemini partnership for Siri – any rollout details will be a major catalyst. It's time to move beyond the "AI laggard" talk. Expected EPS is around $1.73. Don't forget to mark your calendars, let's watch this together!

Google I/O 2026: The Shift From Search Tool to Ambient Agent

everyone's dumping Oracle on the AI debt fear but the cloud backlog is huge and Q4 actually beat. started a small position into the panic, the best entries always feel terrible 🫡

wild that $Microsoft (MSFT.US)$ just had its worst month since 2000 while the rest of tech melted up. down 30 percent from the ATH on AI capex fear. still my biggest core holding but honestly a bit relieved to finally buy it on sale for once

More and more voices are turning bearish on AMD...$AMD(AMD.US) 

$Tesla(TSLA.US)Siddhant Awasthi, head of Tesla’s Cybertruck project, has announced his departure, intensifying the company’s executive turnover amid unstable sales. After three years overseeing Cybertruck development and ramping up production, Awasthi is leaving without disclosing his next move. Recently, several Tesla executives have resigned, including Vice President of Software Engineering David Lau, who has joined OpenAI. Meanwhile, Tesla is facing challenges such as sluggish consumer demand and reduced incentives in the United States, while actively expanding into new businesses like robotaxis and humanoid robots.What impact do you think this will have on Tesla?

$Apple(AAPL.US)Apple hits another all-time high as its first foldable-screen device makes major progress in development. If Apple launches a new product, would you buy it?