Aaron M. Holloway

Real Estate Attorney & Riah's and Lenox’s Dad. Born in DE, Molded by @HowardU, Trained in NYC, Reside on West Coast. @udelaware @howardU #empowerment

[Shay Boloor @StockSavvyShay]

$AMZN says AI shopping assistant use “more than doubled in 2025” with over half of shoppers now open to AI handling the entire buying process.

Making its own agent the default across Amazon and Alexa helps protect its $72B ad business from outside agents bypassing search and sponsored listings.

[Shay Boloor @StockSavvyShay]

Anthropic is considering requiring rank-and-file employees to sell post-IPO shares through preset 10b5-1 plans which is a structure typically reserved for executives

The goal is to preserve broad internal information sharing while reducing insider-trading risk.

[Shay Boloor @StockSavvyShay]

$GOOGL Q2 EARNINGS

• Revenue $119.8B vs Est. $116.9B
• EPS $9.11 vs. Est. $2.89
• Operating Income $40.8B vs Est. $40.4B
• Cloud Revenue $24.8B vs Est. $22.4B
• CapEx $44.9B vs Est. $44.2B

[amit @amitisinvesting]

its hard to say that semis have topped or that capex beneficiaries have topped

but the sentiment shift has absolutely been violent away from semis/capex names

$TSM $ASML crush earnings, doesn’t help

big tech will most likely increase capex going into Q2 and maybe calm things down

but this selloff feels completely sentiment driven vs fundamentally driven

having said that, the sentiment going bearish doesnt have to be because semi fundamentals are bearish, but it could be because people were yolo’ing into names up 4-5x YTD…

SPY is almost at ATH, so this absolutely is a reset and maybe a needed reset even if it has been painful for semis

if you are heavy SaaS and Mag 7, not feeling as much pain as most of that selloff already happened a few months ago

are you buying any of the semis here?

[Shay Boloor @StockSavvyShay]

$SPCX is reportedly preparing a bond sale of at least $20B marking its first investment-grade U.S. dollar bond issuance.

Proceeds would refinance a $20B bridge loan maturing in 2027.

[Aaron M. Holloway @AaronMHolloway]

@MoInvestingHQ Or maybe they are buying back shares at low valuation which is great for longs. They announced $25B buyback, we want it at low levels. The thesis hasn’t changed. We need more patience beyond 3 months.

[Shay Boloor @StockSavvyShay]

Anthropic CEO Dario Amodei said the company planned for 10x annual growth but saw 80x annualized growth in revenue and usage in Q1.

He said that demand surge is why Anthropic has been running into compute constraints.

[amit @amitisinvesting]

ANTHROPIC COMMITS TO SPENDING $200B ON GOOGLE CLOUD AND CHIPS OVER THE NEXT 5 YEAR — THE INFORMATION

Google $GOOGL is now the most valuable company on Planet Earth, overtaking $NVDA Nvidia.

[Shay Boloor @StockSavvyShay]

$PLTR just put up its fastest revenue growth ever as a public company growing +85% YoY.

Tough night for the “Anthropic will just move up the stack and kill Palantir” crowd.

[Shay Boloor @StockSavvyShay]

The S&P 500 is now back in the green for the year.

It has also climbed back above its pre-Iran war level.

[Shay Boloor @StockSavvyShay]

$SOFI was ranked the No. 1 bank in the U.S. on Forbes’ World’s Best Banks 2026 list.

[Autism Capital 🧩 @AutismCapital]

🚨 BREAKING: Game studios launch new innovative model for games where you pay one single upfront cost for a physical disk and that disk contains the full actual game and everything in it.

April fools!

[Chief Nerd @TheChiefNerd]

Q: “Could you foresee a deal in Iran this upcoming week?”

TRUMP: “I do see a deal in Iran, yeah. Could be soon…”

[Aaron M. Holloway @AaronMHolloway]

@cristina314 @mamboitaliano__ lol That parenthetical was unnecessary. Just give the advice and move on. No need to throw your husband under the bus online.

[Shay Boloor @StockSavvyShay]

OpenAI signs an agreement with $AMZN AWS to support cloud infrastructure for government contracts.

The partnership is aimed at strengthening OpenAI’s position in securing public sector AI deals.

[Shay Boloor @StockSavvyShay]

Markets chose violence to close the week.

[Aaron M. Holloway @AaronMHolloway]

@jaebadiah @GardnerGlobal Congrats…. And I need that sweater asap

[Aaron M. Holloway @AaronMHolloway]

@GuyTalksFinance Option 4. Get a HELOC to tap into the equity and use that money to get a new house and then rent out the old house under option 2 for Less cash flow but maintain an appreciating asset instead of selling.

[Aaron M. Holloway @AaronMHolloway]

@RoxannaRedL Good for you and your husband to work through this together and being vulnerable, accountable and listening to each other.

[Aaron M. Holloway @AaronMHolloway]

@theficouple How do you figure they can’t leave? I’m a partner at a law firm, I can leave and I have plenty of colleagues who can if they want. Not hard at all but I love what I do. So this take falls on its face. So what support do you have for this take or are you just trolling for clicks?