Tyler

[Tyler @Tylerdoddridge1]

💡 Optical Comms & Other Sectors

$AAOI +17%,
$GLW +5%+.

Optical comms riding the AI data center demand story — not just a one-day bounce.

[Tyler @Tylerdoddridge1]

$HLIT Jumped 13.8% pre-market after Q1 earnings crushed estimates with 0.21 EPS vs 0.12 expected.📈

[Tyler @Tylerdoddridge1]

$QCOM shares surged over 9% (to $247.90)—driven by a dual catalyst: the shipment of data center chips to a "major hyperscale cloud provider," coupled with the 90-day tariff truce in the U.S.-China trade war.

[Tyler @Tylerdoddridge1]

👍

[Political Polls @PpollingNumbers]

New - 2028 presidential polls

🔵 Harris 38%
🔵 Newsom 16%
🔵 Buttigieg 9%
🔵 AOC 9%
🔵 Kelly 6%
🔵 Shapiro 5%
🔵 Pritzker 3%

🔴 Vance 40%
🔴 Trump Jr 15%
🔴 Rubio 14%
🔴 DeSantis 8%
🔴 RFK Jr 5%

Focaldata #C - RV - 5/5

[Tyler @Tylerdoddridge1]

A gentle breeze that smells like flowers and cut grass.

[Tyler @Tylerdoddridge1]

@taytakov_ The gap between AMD and NVDA is closing faster than I thought possible.

[Tyler @Tylerdoddridge1]

GameStop (GME) dropped over 10% in early trading on Friday after its nearly $56 billion unsolicited bid for eBay raised questions about both execution capacity and financing, with CEO Ryan Cohen offering vague details in subsequent interviews.

[Tyler @Tylerdoddridge1]

$CAT dropped 3%, making it the biggest loser on the Dow Jones today.

[Tyler @Tylerdoddridge1]

$DIS (reported yesterday) continues rally +2% pre after Q2 beat + FY26/27 outlook uplift.

[Tyler @Tylerdoddridge1]

Nvidia closed modestly lower despite the broader AI hardware strength, with some profit-taking ahead of its upcoming earnings.

[Tyler @Tylerdoddridge1]

Spotify launches HiFi tier and removes caps on audiobooks; SPOT surges 11% pre-market.

[Tyler @Tylerdoddridge1]

$META Q1 revenue $56.31B (+33% YoY) vs $55.45B est. Fastest growth since 2021. $META #MetaEarnings

[David Smith @ekinci3717]

$ARM -6%. $AMD -5.6%. $NVDA -3%. AI chips are getting repriced before the bell.

[David Smith @ekinci3717]

OpenAI building a phone. $QCOM gets the chip deal. Does $AAPL have a new rival in 2028?

[Tyler @Tylerdoddridge1]

One year ago. 😶