Micron ($MU)’s crazy 2026E EPS forecast of $46.50 (vs. historical best $11.51 in 2018) signals massive HBM growth driven by AI 1.
Market may be underestimating the real workloads driving this cycle, specifically in training, inference, and agent applications 2.
$GOOGL, $MSFT, $META, & $AMZN are set to outspend the entire US interstate highway system on AI infrastructure in 2026 3.
Cloudflare ($NET)crushed earnings with its largest RPO growth (+48% YoY) in over three years, proving its ability to monetize the control layer for agents in the AI economy 4.
Vistra ($VST) upgrade to “Buy” with a $203 target reflects the market underpricing future data center nuclear power contracts, despite a 25% pullback since September 2025 5.
Ross Stores stock performance is amazing, a moonshot like Walmart, despite personal disinterest in their products 8.
$SCHW bounced off the $97 level; watching for a move to $100 9.
Sitting out on $HOOD today after a ~30% bounce from its trough 10.
Closed $NOW position for a payday, now settling into full swing 11.
$AVGO trade closed; the name returns to watch status 12.
Robinhood ($HOOD) just reported its first sequential AUC decline in over two years, a dip from ~$89B to ~$87B since September 2023 13.
Despite a weaker quarter for $HOOD, the long-term thesis remains intact due to its positioning as the all-in-one financial platform for Millennials and Gen Z 14.
Took little money off $HOOD, currently not holding shares 15.
China’s consumer confidence has collapsed to ~90 points, near record lows, remaining deeply pessimistic for 4 years after plunging ~40 points between 2021-2022 16.
Emerging Markets Ex-China is soaring, up 50% in the past year and over 13% in 2026, hitting new all-time highs 17.