Kenneth

[Kenneth @OptionsAhoy]

Real Estate Investor Funding 🏘

Purchase ▪️Refinance ▪️ Cash-out

🔹️Bridge Loans (1 -2 yr term)
🔹️Long-Term Rental (30 yr term)
🔹️Fix & Flip
🔹️Ground up Construction

https://t.co/fc2a9XDwyB

* no funding for primary residences

#realestate

[Kenneth @OptionsAhoy]

Good 1st game of Finals, Jalen Brunson with great shot making down the stretch
Hard to imagine the Mavericks had 2 of the best players & top closers in the league with Luka and Brunson and pissed it away to end up a lottery team when they could of been contenders for a decade

[Kenneth @OptionsAhoy]

So $MU has now surpassed the cheapest World Cup ticket in Dallas

In 2 weeks when the matches start I wonder which price point Micron will be at as it inches closer to field level

[Kenneth @OptionsAhoy]

Cheapest current ticket $901 for England vs Croatia in World Cup game in Dallas / Arlington ⚽️

Not that many tickets left though so they must of sold well

[Kenneth @OptionsAhoy]

@Scobleizer Could be because people want to experience actual reality and have the phone to delve into whatever they want with ease
By wearing VR glasses you are converting what's physical to an artificial augmented status, whereas people seem to prefer the real world in front of them

[Kenneth @OptionsAhoy]

$NOW ServiceNow with a nice overnight pop up almost 10% premarket

[Kenneth @OptionsAhoy]

I asked Grok to give me the top 5 S&P 500 stocks he thinks will have upside in the next 2 weeks, below are his picks & analysis.
$NOW $TSLA $MSFT $MU $CRWD Will be interesting to see how his list plays out.
Grok 🤖: Here are my top 5 S&P 500 stocks with the strongest potential for upside over the next 2 weeks (roughly through early May 2026). This is my independent analysis based on current market momentum, the ongoing Q1 2026 earnings season (which is running well above historical averages with ~88% of reporting companies beating EPS estimates so far), upcoming catalysts like earnings reports, and the dominant AI/tech theme driving the S&P 500 to all-time highs.

Short-term moves (2 weeks) are inherently volatile and speculative, driven more by news, earnings reactions, and sentiment than fundamentals alone. This is **not financial advice**, and past performance or analyst views don't guarantee results. Markets can swing on macro news (e.g., geopolitics or oil prices). Always do your own research.

# 1. ServiceNow (NOW)
Why upside? Earnings on April 22 (after close). As a leader in AI-powered workflow automation, it has exceptionally strong analyst conviction (high price targets and "Strong Buy" consensus) and fits perfectly into the AI spending boom. With the broader earnings season showing big beats, a positive report or guidance could spark a quick rally. Recent market strength in tech supports near-term momentum.

# 2. Tesla (TSLA)
Why upside? Earnings on April 22 (likely after close). Tesla often moves sharply around reports on deliveries, autonomy/FSD progress, and AI/robotics narrative. Recent trends and the EV/AI hype cycle (plus any positive surprises on margins or robotaxi updates) position it for a potential post-earnings pop or pre-earnings run-up in a bullish tape. It's been highlighted in short-term watchlists.

# 3. Microsoft (MSFT)
Why upside? Earnings on April 29. Cloud (Azure) and AI (Copilot) growth remain red-hot, with analysts expecting solid beats and upbeat guidance. MSFT is a core AI play with massive capex tailwinds from hyperscalers. In a market favoring tech leaders at all-time highs, any strong results here could drive broad upside spillover.

# 4. Micron Technology (MU)
Why upside? AI memory demand (HBM for data centers) is exploding, and MU has been called out for massive projected EPS growth in coming quarters. It's riding the same AI wave as the Magnificent 7 without the same valuation scrutiny. Strong sector momentum and the positive earnings season backdrop make it a high-conviction short-term mover.

# 5. CrowdStrike (CRWD)
Why upside? No immediate earnings, but it's a top cybersecurity/AI play frequently featured in "best stocks to buy" lists for April 2026. Endpoint security and AI-driven threat detection are seeing explosive adoption. In a risk-on environment with the S&P at records, CRWD benefits from rotation into high-quality growth names and any positive AI/cyber news flow.

Quick context on the broader setup: The S&P 500 is at or near all-time highs after a strong rebound, with earnings growth expectations holding firm (~13-14% for Q1). Tech/AI names continue to lead, and history shows stocks often build on momentum after record highs in bullish phases.

If earnings from the big names deliver (as they've been doing), these could easily see 5-15%+ moves in either direction—upside favored if beats/guidance are strong. Watch for any macro surprises.

[Kenneth @OptionsAhoy]

Grok's favorite stock, $NOW, with a very nice recovery from the earnings collapse lows

[Kenneth @OptionsAhoy]

Attractive 425 Acre development in northeast Austin across from Samsung Semiconductor

Mixed-Use Office, Retail, Hotel, Single- and Multi-Family Residential, nature preserve and entertainment

With $TSLA $DELL Samsung and a myriad of other tech companies Austin keeps growing

[Kenneth @OptionsAhoy]

The landscape around Austin is beautiful and perhaps a richer shade of green this evening with the incredible increase in value from $DELL earnings, up over 38% at the moment.

[Kenneth @OptionsAhoy]

$SNDK Sandisk hitting new highs at $1,632, up about 10% on the Micron price upgrade, $MU up 18%.
All memory flying with $WDC up 10% as well

[Kenneth @OptionsAhoy]

SanDisk keeps tearing it up $SNDK
up another 13% and now 300% last 3 months 🚀

[Kenneth @OptionsAhoy]

Wow, today was incredible in $SNDK
Now up to $1,560
Up over $200 dollars as the explosion in price continues

2000 in May?

[Kenneth @OptionsAhoy]

Banks did great today, $GS Goldman Sachs up huge
$NVDA down a bit after earnings but no telling how price reacts once everything is digested today and overnight into tomorrow. Next two days of trading should be interesting, if tech leads or any rotation into other sectors

[Kenneth @OptionsAhoy]

$CVNA Carvana getting into the new car business.

Wall Street Journal reported today that CVNA acquired a network of seven Stellantis dealerships.

https://t.co/cOu2Fwo0J7

[Kenneth @OptionsAhoy]

These AI systems are like in kindergarten now, they are preschoolers who are going to advance so much in the coming years. 2, 3, 4, 10 years down the road what will be possible with the accelerated pace and compounding ability of technology

[Kenneth @OptionsAhoy]

Based on the many posts I've been seeing and interviews of people highly involved with AI, the next couple years are going to see a transformational shift in the job market, to a higher degree than most realize. 90% of "work" automated and at such a higher level of efficiency

[Kenneth @OptionsAhoy]

Apple is dropping its new M5 and M5 Pro Mac mini supposedly in June. Wonder if that will be a good stimulus for the stock $AAPL

Anticipated M5 Mac Mini Specifications

🔹Chip: M5 chip (8-core CPU, 10-core GPU) with enhanced Neural Engine for faster AI workloads.

🔹Performance: ~20% faster single-threaded performance than M4, and enhanced GPU capabilities.

🔹Memory: Base 16GB unified memory, likely supporting up to 32GB or higher.

🔹Storage: 512GB SSD standard for the base model, with higher capacities available.

🔹Connectivity: Wi-Fi 7 (802.11be) and Bluetooth 6.Ports: Multiple Thunderbolt 4/USB-C ports, HDMI, and Ethernet.

🔹Pro Model: An M5 Pro variant is expected to offer up to 16 CPU cores, 22 GPU cores, and Thunderbolt 5 ports.

[Kenneth @OptionsAhoy]

@mattvanswol As a kid not much was better than sitting down and playing Pacman while waiting to get an incredible pizza in a hot skillet.

[Kenneth @OptionsAhoy]

Of course, idea becomes a sci-fi movie once the first Cat 5+ hurricane rolls in and obliterates the island, all the infrastructure and nuclear disaster ensues off the coast of Miami

[Kenneth @OptionsAhoy]

Trump should do a sale/leaseback for chunk of Cuba. Tell them we'll buy an amount of sq miles. Enough to build mega datacenters for our usage, we'll build the datacenters with our partners $GOOGL $AMZN $META $TSLA & we'll build nuclear power plants to power your island forever

[Kenneth @OptionsAhoy]

that's why the providers of guts of AI systems will do well despite what happens to consumer facing apps. SNDK, MU, NVDA, CSCO will thrive. Like a gas station, retail location doing great, then QT opens on corner, their business down, but the fuel supplier, refineries just fine

[Kenneth @OptionsAhoy]

In a world where there's an infinite supply of AI produced content, services, efficiency, products, media, it seems like the limiting factor will be the finite number of actual end users / consumers / humans to use and pay for these services to make them profitable & worthwhile