PumpLord_69

AWS cloud grew 23%, a bit above expectations. We also talked yesterday that once its capital spending surpasses Google's, it’s expected to fall more than Google did. But oops, didn’t expect it to drop this much.$Amazon.US

🎯 Post-Earnings Trading Checklist for $Alphabet(GOOGL.US) Scenario 1: Earnings Beat (Trigger Conditions)- Key Metrics: Total revenue > $95.9B, Adj. EPS > $2.65, Cloud revenue > $16.2B, and clear revenue guidance mentioned for AI partnerships (e.g., Apple Siri).- Short-term Strategy (1-3 days):1. If the stock gaps up at open (price > $350), do not chase. Wait to scale in on a pullback to the $335-$340 support zone.2. If it pulls back directly to the support zone, enter a first position (≤20% of total capital) between $335-$340.- Mid-term Strategy (1-2 weeks):1. If the price breaks the previous high of $350.93, add to the position (bringing total allocation to 30%-40%), targeting the $360-$370 resistance zone.2. If it subsequently pulls back to the 20-day MA (~$326), consider averaging down.- Risk Note: If the price gaps up then quickly falls below $335, pause new entries and monitor support strength. Scenario 2: Earnings Meet Expectations (Trigger Conditions)- Key Metrics: Total revenue $95.0B-$95.9B, EPS $2.58-$2.65, Cloud revenue $16.0B-$16.2B, with no major surprises in guidance.- Short-term Strategy:1. Adopt a wait-and-see approach. Do not rush to enter; wait for a clear directional break (above $350 or below $335).2. If it consolidates within $335-$350, consider a small test position (≤15% allocation) near $335.- Medium-term Strategy:1. If support at $335 holds subsequently, gradually increase allocation to 25%-30%.2. If support at $335 fails, exit and wait for the next support zone around $325-$330. Scenario 3: Earnings Miss (Trigger Conditions)- Key Metrics: Total revenue < $95.0B, EPS < $2.58, Cloud revenue < $16.0B, or vague guidance on AI partnerships. ‼️ NOT AN FINANCIAL ADVICE ‼️

$Intel(INTC.US)  AI strategy seems more system-focused than purely GPU-centric, perhaps avoiding a direct confrontation with Nvidia 🤔 Intel's shift towards system-wide solutions rather than simply competing on GPUs represents a more conservative approach.

SAM Audio is a strategic move by Meta into creative tools—potentially a high-margin SaaS adjacency long-term

$Coreweave(CRWV.US) There's absolutely no support, I'm speechless.

every uncle at my kopi shop said Tesla finished at $300. now robotaxi live and they all quiet quiet 🤫

$Circle(CRCL.US)  closed $56.63 yesterday, -2.13% . 50MA $77.25, 200MA $109.84 . Death cross already weeks ago. Volume 8.5M vs 10-day avg 12M . Put/call 0.65 still bullish . Wolfe $40 is the floor? Or the ceiling? 📉

$Oracle(ORCL.US) The core database business is stable, but the stock is being valued on the risky AI infrastructure bet, which has hit a financing snag

Xpeng's Q1 headline numbers look rough. Revenue down 17.6% to RMB 13 billion. Deliveries down 33.3% to 62,682. Net loss widened to RMB 1.78 billion. Headlines are brutal. But here's what most people are completely missing. Gross margin hit 20.6%, up 5 percentage points year over year. XPEV just improved profitability WHILE cutting volume. In a brutal EV price war, that's actually impressive. Here's the number that matters: Q2 delivery guidance is 100,000 to 106,000 units. That's nearly double Q1 in a single quarter. If they hit even the low end, this stock looks completely different by end of June. The thesis is unit economics are finally inflecting. I think the bottom was Q1.

This Lunar New Year, China’s tech giants kicked off a new round of AI wars.Alibaba launched a ¥3B “Spring Festival Treat” campaign, driving 10 million free milk tea orders in 9 hours across its platforms. Tencent invested ¥1B into WeChat’s “Yuanbao” AI red packets to deepen engagement.ByteDance took another path — its Dream platform released Seedance 2.0, a video AI model that boosts usable output for short clips to over 90%, far above the ~20% industry average.Beyond subsidies, this battle is about who can truly integrate AI into daily life. The holiday rush helps shape habits, gather data, and train models — all aiming to become the go-to “AI ask” gateway.The winner won’t just get traffic, but could define the super-app of the AI era.So — who’s your pick? Alibaba’s commerce, Tencent’s social grip, or ByteDance’s tech edge?$Alibaba(BABA.US)$BABA-W(09988.HK)$BABA-WR(89988.HK)$Tencent(TCEHY.US)$TENCENT(00700.HK)

$Meta Platforms(META.US)  feels like new Nvidia-style narrative stock but cash flow backed by ads. AI bet worth it or bubble vibes? 🤔

$ASML(ASML.US)  Advanced EUV sales plus High-NA system deliveries are showing real demand.

$Alibaba.US It looks weak, but honestly, it’s not strong at all.

With AMZN focusing heavily on AI infra, they must be a huge buyer of AMD Instinct chips too, right?

My portfolio is bleeding red on $Unitedhealth(UNH.US)  but I'm actually adding more today. Here's my thinking: the cyberattack happened, Medicare Advantage rates got clipped, and the stock already dropped 40% from highs. That's three bad things priced in. Meanwhile they just raised the dividend to $2.21, which tells me the board sees cash flow normalizing. Contrarian? Yes. Stupid? Hope not. 🤞