The Nasdaq's leading the tape, up around 2.25%, with the S&P 500 up about 1.5% and the Dow up roughly 1.1%. Amazon's hitting fresh all-time highs and the hyperscalers. $META, $MSFT, $GOOG, $ORCL, $AMZN are all bouncing back hard. AI and high-beta are doing the heavy lifting again today. $PLTR reports after the bell today, with options pricing in a potential 12% move in either direction. That kicks off a loaded week: Tues: $AMD - the one I'm watching most (MI450/Helios updates), plus $ANET amd $SPCX first print as a public company. Wed: $APP(continued margins and growth?) , $SNDK(memory memory memory), $IONQ (quantum update) and $NVO (a contrarian play). The big story is the hyperscaler rebound. After getting punished on capex last cycle, they've come roaring back — the demand side of the AI buildout is reasserting itself. What are people doing portfolio wise this month?!?!
544 views
0 Comments
Join the conversation with 500,000+ other investors 💸
Create an account to get access to everything Blossom has to offer!
📊 Personalized algorithm based on your investing style, experience level and interests
📈 Powerful portfolio and dividend tracking tools
👀 See what top creators and others in the community are investing in
