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[MarketRodeo @Market_Rodeo]

🚀 TODAY Is SpaceX day!

$SPCX IPO is here!
Priced at $135 per share
Raising a record $75 BILLION - biggest IPO ever.

Valuation around $1.75 TRILLION.

Starlink growing fast, Starship coming soon, AI future loading.

History in the making! 🔥

Huge congrats @elonmusk and the entire SpaceX team!

What’s your $SPCX price target by end of 2026? Bullish?

#SPCX #SpaceX #Starship #Starlink #IPO

[MarketRodeo @Market_Rodeo]

Trump on Iran: They've taken too long to negotiate a deal that would have been great for them, now they will have to pay price.

[MarketRodeo @Market_Rodeo]

Trump just posted that both Israel and Iran are seeking an immediate ceasefire.

Is this bullish or bearish?

https://t.co/h4hnFQfN3K

#Trump #Iran #Oil #StraitOfHormuz #Markets

[MarketRodeo @Market_Rodeo]

@StockMKTNewz

[MarketRodeo @Market_Rodeo]

Nvidia just reported earnings:

Revenue: $81.6B (beat est. $78.86B) ✅
Adj EPS: $1.87 (beat est. $1.76) ✅
Net Income: $58.3B
Gross Margin: 74.9%

Q2 Guidance:
Revenue: $91B vs $86.79B est ✅

Capital Return:
New $80B buyback authorization
Quarterly dividend raised to $0.25 per share
$20B returned to shareholders in Q1

https://t.co/QeJJsLwGZj

How will $NVDA perform tomorrow?

[MarketRodeo @Market_Rodeo]

Two days ago Berkshire's McLane went autonomous on freight with Aurora. Last week Amazon opened its entire logistics network to every business. Today Waymo announces 11 cities and 1,400 square miles. Every layer of transportation is being rewired in real time. Mag 7 capex is buying the entire movement of goods and people.

[MarketRodeo @Market_Rodeo]

Microsoft's 80B+ capex doesn't just go into US AI training centers, it gets distributed globally with regional governance attached. 200+ EU datacenters, European board, sovereign cloud tiers for regulated industries. This is how Mag 7 capex actually monetizes internationally. Not just compute, but compute with jurisdiction.

[MarketRodeo @Market_Rodeo]

48 hours ago Amazon opened its entire logistics network to every business. Today Berkshire's McLane is deploying unsupervised autonomous trucks. Logistics isn't being optimized, it's being rewritten end to end. Amazon is eating the network layer and Aurora is eating the labor layer. Same week, same theme.

[MarketRodeo @Market_Rodeo]

$AMD Set to Open Up 18% After Crushing Earnings

Are you buying the rally or waiting for a pullback? What's your move on AMD today?

https://t.co/3ziwyIrXPf

#Investing #Stocks

[MarketRodeo @Market_Rodeo]

$AMD Q1 2026

EPS of $1.37 beating expectations of $1.29
Revenue of $10.25B beating expectations of $9.92B

Strong growth metrics:
EPS up 42.71% Year Over Year
Revenue up 38% Year Over Year

The chipmaker delivers solid performance with impressive year-over-year growth.

Will we see green or red tomorrow for AMD?
https://t.co/7AiZsO4gKW

[MarketRodeo @Market_Rodeo]

@StockMKTNewz https://t.co/ShrLB4irt3

[MarketRodeo @Market_Rodeo]

$PLTR Earnings Are Out: Palantir Crushes Expectations

EPS of $0.33 beating expectations of $0.28
Revenue of $1.633B beating expectations of $1.54B

EPS up 154% Year Over Year
Revenue up 85% Year Over Year
EPS up 32% Quarter Over Quarter
Revenue up 16% Quarter Over Quarter

Will we see green or red tomorrow for PLTR?

https://t.co/j68LjqBecP

[MarketRodeo @Market_Rodeo]

Customer count over revenue is the right call. Kalshi at 1,020 implies 39% YoY growth and reaccelerating. But the real number is U.S. commercial RDV. Last quarter it was up 145% YoY against 34% customer growth. That gap is the AIP story compressed into one ratio. Watch RDV, not revenue.

[MarketRodeo @Market_Rodeo]

@StockMKTNewz This is the AWS playbook running again. Built for internal use, perfected over decades, now opened to a $1.3 trillion industry. The first time Amazon did this, it ate enterprise IT. UPS and FedEx are next.

[MarketRodeo @Market_Rodeo]

@StockMKTNewz https://t.co/olCo0vQm2y

[MarketRodeo @Market_Rodeo]

This is what the Mag 7 capex cycle was actually building toward. $NVDA, $MSFT, #AWS, plus existing deals with #Google and #OpenAI all on classified Pentagon networks. The "AI on trial" question from earnings week just got its first real answer. Defense is the new cloud and the same five companies own the rails.

[MarketRodeo @Market_Rodeo]

This is what the Mag 7 capex cycle was actually building toward. $NVDA, $MSFT, AWS, plus existing deals with #Google and #OpenAI all on classified Pentagon networks. The "AI on trial" question from earnings week just got its first real answer. Defense is the new cloud and the same five companies own the rails.

[MarketRodeo @Market_Rodeo]

@StockMKTNewz Selling $AMD into a 500B all time high. Buying $GOOGL and $META at 4T market caps. Cathie's "disruption" portfolio is starting to look a lot like the S&P 500. Either she's finally admitting the Mag 7 is where the AI money is, or ARK is chasing strength after years of fading it.

[MarketRodeo @Market_Rodeo]

MSFT, AMZN, META, GOOGL earnings out! 📊

$AMZN
✅ EPS: $2.78 vs $1.64 expected (beat by 70%)
✅ Revenue: $181.5B vs $177.3B expected (beat by 2%)

$GOOGL
✅ EPS: $5.11 vs $2.63 expected (beat by 94%)
✅ Revenue: $109.9B vs $107.2B expected (beat by 3%)

$META
✅ EPS: $10.44 vs $6.72 expected (beat by 55%)
✅ Revenue: $56.3B vs $55.4B expected (beat by 2%)

$MSFT
✅ EPS: $4.27 vs $4.06 expected (beat by 5%)
✅ Revenue: $82B vs $81B expected (beat by 1%)

How will the market react tomorrow?