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I’d pick the AI capex reality trade, but selectively. The key shift is that AI spending is no longer just management guidance, it’s increasingly showing up as multi-year contracts, prepayments, infrastructure partnerships and equity-linked deals. That makes me more comfortable with picks-and-shovels names tied to compute, power, data centres, connectivity and cooling. But I’d still avoid chasing every AI-adjacent stock blindly, because the winners may be concentrated while weaker tech names get left behind.

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I wish US and Iran will just stop behaving like spoilt children and act like the adults which they are. And US being supposedly stronger should just agree to disagree. Not everybody wants to have them as an example. Peace will only prevail when everyone agrees to each other differences and behave accordingly as to how they themselves wish to be treated.

Same old story. US and Iran are behaving like kids at a playground. Friends one day and fighting another day. And the markets like parents. The faster the markets ignore them, the better they will behave. And like smart kids, they are making use of their parents! In this analogy, people in the circle are making loads of money from the market gyrations!

I am bullish on Nvdia, it has been stagnant for some time now. These news are definitely tailwinds that will drive to all time high!

CoreWeave raised its 2026 capital expenditure forecast, citing increased component prices, which led to a 9% drop in shares after hours. Even though earnings beat expectations, increase in capex once more strikes fears into investors as they sell off the stock. Feels like AI Capex spending is going to be the hottest topic of 2026.

$Snap(SNAP.US) Barely squeaked out a Double Beat

$Snap(SNAP.US) | 𝐒𝐧𝐚𝐩: Raymond James reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, cuts 𝐏𝐓 𝐭𝐨 $𝟖

Source: Hardik Shah

$Snap(SNAP.US) | 𝐒𝐧𝐚𝐩: Stifel maintains 𝐇𝐨𝐥𝐝, raises 𝐏𝐓 𝐭𝐨 $𝟓.𝟐𝟓

Source: Hardik Shah