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Trump's Q1 2026 portfolio moves are out — OGE filings show capital rotating away from legacy tech giants toward semiconductors and AI infrastructure.

Heavy sells: MSFT,MSFT,AMZN,

Buys/adds:NVDA, AAPL,AAPL,AVGO, AMD,AMD,INTC, ORCL,ORCL,ADBE.

The real signal isn't just who got sold or bought — it's the style shift. From household tech names to the hardware and AI backbone driving today's capex cycle.

OGE disclosures aren't a full picture, but the rotation direction is worth watching closely.

What's your read on this move away from legacy tech and into AI semis?

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🚨Breaking:

$CRCL just reported Q1 results + major ARC token news

• $694M total revenue & reserve income
• Adj. EBITDA $151M (+23% YoY)
• EPS $0.21
• Raised $222M in ARC token presale at $3B valuation (backers: a16z, BlackRock, Apollo, ARK, etc.)

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This week hits markets with a full combo — five storylines to watch:

Mon — Circle (CRCL) Q1 earnings drop pre-market: the clearest read yet on stablecoin ecosystem health and USDC circulation growth.

Tue — U.S. April CPI is the week's biggest volatility trigger. One print, and rate-cut pricing gets repriced — BTC and the Nasdaq will both feel it.

Wed — Fed Governor Barr speaks on the balance sheet in New York, paired with April PPI data — a double signal on where monetary policy is actually heading. Thu — Applied Materials earnings grades the chip/AI cycle, while the Trump-Xi summit kicks off in Beijing — geopolitical risk sentiment in full swing.

Fri — Powell's term ends. The Warsh era begins. New Fed chair + summit finale + pre-weekend position squaring: watch whether BTC holds the $80K line into the close. Macro, geopolitics, earnings — all running in parallel.

[Tevau Stock @Tevau_Stock]

This week hits markets with a full combo — five storylines to watch:

Mon — Circle (CRCL) Q1 earnings drop pre-market: the clearest read yet on stablecoin ecosystem health and USDC circulation growth.

Tue — U.S. April CPI is the week's biggest volatility trigger. One print, and rate-cut pricing gets repriced — BTC and the Nasdaq will both feel it.

Wed — Fed Governor Barr speaks on the balance sheet in New York, paired with April PPI data — a double signal on where monetary policy is actually heading. Thu — Applied Materials earnings grades the chip/AI cycle, while the Trump-Xi summit kicks off in Beijing — geopolitical risk sentiment in full swing.

Fri — Powell's term ends. The Warsh era begins. New Fed chair + summit finale + pre-weekend position squaring: watch whether BTC holds the $80K line into the close. Macro, geopolitics, earnings — all running in parallel.

[Tevau Stock @Tevau_Stock]

🟢 May 8, 2026 | U.S. Market Daily

🔎 1/ Yesterday’s Performance ·
Narrative: Rising geopolitical optimism fueled the rally, with tech stocks leading the market higher.
Hopes for a potential U.S.-Iran peace breakthrough weakened demand for safe-haven assets, while falling oil prices further supported risk assets. Market focus shifted back to Fed policy and corporate earnings, with capital continuing to rotate into equities.

Indexes: All three major indexes hit fresh highs.
S&P 500 +1.46%, Nasdaq +2.00%, Dow up nearly 600 points. · Highlights: The AI earnings narrative strengthened, while crypto assets remained supported. AMD’s strong earnings boosted semiconductor stocks, with Nvidia and peers moving higher in sympathy. In crypto, Bitcoin held firmly within the $80k–$82k range as institutional interest remained resilient.

2/ Today’s Watchlist
Tech earnings aftershocks:
Investors are watching whether AI deployment can continue driving profit expansion, while also assessing how the market digests weakness in sectors such as smartphones.

Macro data:
Initial jobless claims rose, while Q1 productivity growth came in below expectations. Markets should stay alert to signs of economic slowing and their potential impact on sentiment.

Crypto-traditional finance convergence:
Projects like Ondo’s tokenized equities continue to advance, while expectations are rising around crypto regulatory legislation on Wall Street, including the Clarity Act. Further developments remain worth watching.

Summary
Markets remain cautiously optimistic at record highs. Easing geopolitical tensions and the AI earnings narrative continue to dominate the current cycle, though inflation risks, oil price volatility, and earnings-season swings still warrant caution. The AI bull market likely has further room to run, but this will remain a highly selective market.

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Strong AI data center demand helped $AMD beat expectations in Q1 2026.

Revenue came in at $10.253 billion, with EPS at $1.37. AMD shares surged nearly 18% after hours versus the previous close.

The semiconductor industry is now in a supercycle. Data center revenue hit a record $5.8 billion, up 57% year over year.

The market is starting to reprice AMD’s AI narrative.

[Tevau Stock @Tevau_Stock]

Tomorrow is the ultimate earnings showdown.

Four of the Magnificent Seven — Microsoft, Alphabet, Meta, and Amazon — will report their Q1 earnings on April 29. Wall Street's focus isn't just on the $600B+ AI capex, but on the ROI.

The market tolerates massive spending, but it punishes blind spending. $MSFT & $AMZN must prove that enterprise cloud demand justifies the infrastructure buildout. $GOOGL & $META need to show that AI investments are actually driving ad monetization, not just inflating operating costs.

$AAPL (reporting Thursday) will test if mega-cap resilience survives outside the pure AI narrative.

[Tevau Stock @Tevau_Stock]

Data Center Infrastructure Asset Chain Update

A single chart covering all the tracks. From infrastructure development and equipment supply to data center operations, as well as the power and cooling supply needed across the entire industry.

Understanding one industry chain every day.
@Tevau_Official @Tevau_Japan

[Tevau Stock @Tevau_Stock]

@StockSavvyShay Huge if true — EMIB showing up on Google's roadmap could be a real turning point for $INTC's foundry story. Do you think this signals a broader shift away from TSMC CoWoS dependency?

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@unusual_whales Tech getting hammered while defensives and energy stay green — classic rotation vibes. Days like this make you want exposure to both sides of the market without the TradFi friction 👀

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https://t.co/Fw8Y1jXdeh

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「期限なし停戦」はマーケットにとっては微妙なシグナルですね。

衍突の下限は下がった一方で、海上封鎖が続く限りホルムズ海峡リスクプレミアムは残ります。ベッセント財��長官の発言通りハルグ島の貯蔵が数日で満杯になれば、イラン原油の輸出能力自体にダメージが残ることになります。

原油・エネルギー株、そしてリスク・オフの方向性は、この結末次第でかなり振れそうです。

[Tevau Stock @Tevau_Stock]

The real signal here isn't Firefly or Omniverse — it's distribution.

$ADBE has the installed base (Photoshop, Premiere, Frame, GenStudio). $NVDA has the compute and the agentic stack (CUDA-X, Nemotron, Omniverse). This deal gives NVIDIA a direct path into the creative workflow layer without having to build it themselves.

At Tevau Finance we're watching how these "compute-in, workflow-out" partnerships start to define the next wave of AI monetization.

[Tevau Stock @Tevau_Stock]

This latest buy pushes Strategy past BlackRock’s iShares Bitcoin Trust (~802k BTC), making it the #1 corporate holder. The 9.5% BTC Yield YTD measures how effectively they’re increasing BTC per diluted share through their equity-financed accumulation machine (ATM sales + STRC preferred program).

Michael Saylor isn’t just buying BTC — he pioneered treating Bitcoin as primary treasury capital since 2020, turning Strategy into a leveraged Bitcoin proxy with unmatched conviction. No other public company comes close. What a signal for institutional adoption.

$BTC $MSTR $STRC

[Michael Saylor @saylor]

Strategy has acquired 34,164 BTC for ~$2.54 billion at ~$74,395 per bitcoin and has achieved BTC Yield of 9.5% YTD 2026. As of 4/19/2026, we hodl 815,061 $BTC acquired for ~$61.56 billion at ~$75,527 per bitcoin. $MSTR $STRC https://t.co/ifGXjMeIZH

[Tevau Stock @Tevau_Stock]

These figures will go down in history as an example of overturning the common management notion that "founder successors don't shine."

If Jobs was about "vision," Cook built Apple into the world's largest company through "operations and capital allocation." A $4 trillion share buyback, supply chain restructuring, and expansion of service revenue—all were modest but management decisions that maximized shareholder value.

At Tevau Finance, we are also very interested to see how Apple will adapt to the AI ​​era under its next-generation CEO, John Ternus.

[Tevau Stock @Tevau_Stock]

この構造、非常によくできていますね。

STRCは年11.5%の配当を払う永続優先株。つまり「BTCのボラ」を「優先株の固定利回り」に変換して市場に売っている構造です。MSTRのNAVプレミアムが維持される限り、希薄化なしでBTCを積み増せる——まさに金融エンジニアリングの教科書的事例です。

ただし「無限ループ」が止まる条件も明確で、①プレミアム消失、②BTC長期下落、③STRC配当の負担増、のいずれか。Tevau Financeとしても、この構造の持続可能性は非常に興味深いテーマとして追っています。

[Tevau Stock @Tevau_Stock]

興味深いニュースですね。AmazonによるAnthropicへの追加出資と自社半導体の供給は、AI競争が「モデル」から「計算インフラ」へと移ってきた象徴だと感じます。

金融の現場でも、AIの推論コストと安定性がサービス設計を左右する時代に入っています。Tevau Financeとしても、この「AI×インフラ」の構造変化は注視しています。

[Tevau Stock @Tevau_Stock]

Tevau Finance brings you the leaders of the "Real Economy" and the 🇯🇵Japanese market.

$TM — Toyota: World's top-selling automaker & hybrid pioneer.
$HMC — Honda: Global leader in motorcycles & power equipment.
$SONY — PlayStation + Music + World-class image sensors.
$MUFG — Japan's largest financial group & Top 10 bank globally.

Trade the global market from one app. @Tevau_Finance

[Tevau Stock @Tevau_Stock]

$MSFT $420.26 (+2.20%)

Microsoft extended its rebound Thursday as part of a broader SaaS and cybersecurity surge. The stock is now up about 15% from late-March lows, recovering ground after a drop of more than 30% from its highs earlier this year.

Azure — which grew 39% YoY last quarter — remains the core of the AI-cloud story. With fiscal Q3 earnings due April 29, many view the current setup as one of the most attractive entry points in years.

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📊 24-Hour Stock News | Apr 16

$TSM $363.35 (-3.13%) — Record Q1 profit +58% YoY

$AMD $278.26 (+7.80%) —lands France exascale supercomputer deal

$MSFT $420.26 (+2.20%) — up 15% from March lows as bargain hunters return

Trade all 3 with USDT on @Tevau_Official @Tevau_Japan

[Tevau Stock @Tevau_Stock]

$AMD $278.26 (+7.80%)
AMD ripped nearly 8% on Thursday to extend a 12-session winning streak — now up 41% cumulatively. Volume hit 62.8M shares, about 65% above the 3-month average, as investors doubled down on the Agentic AI CPU thesis.

The fresh same-day catalyst: AMD confirmed a deepened partnership with the French government to power Alice Recoque, France's first planned exascale supercomputer. Peers rallied alongside it — $INTC closed +5.48% on the chip tape.