$ETH
is trying to reclaim the $1,700 level. This is the zone where Ethereum bottomed in Feb 2026 and is now acting as a resistance. If ETH fails to reclaim this, a sweep of lows could happen next.
$BTC
is trying to break above the $65,000 level but failed. If Bitcoin reclaims this zone, a rally towards $68,000 could happen next. Otherwise, BTC will drop towards $60,000 again.
🔥 Earnings Pre-Game: Why These 2 Stocks Will Define Two Directions for the U.S. Market Today
The market is holding its breath for two key reports. They’ll answer two big questions:
Is U.S. real estate finally waking up?
Is AI hardware demand still on fire?
1️⃣ $HD – Home Depot (Pre-market)
🏠 What to watch
U.S. new home sales rose 7.4% in March. Housing might be thawing.
Home Depot’s pivot to Pro contractors is key — a $70B opportunity being tested.
⚠️ The challenge
High gas prices ($4.53/gal) are squeezing consumers. DIY pressure is real.
💡 Key takeaway
If HD gives a strong outlook, it could be the clearest signal of a housing rebound.
The stock is near 3-year lows. Expectations are low — any beat will surprise.
2️⃣ $KEYS – Keysight (After-market)
🚀 AI reality check
Up 150%+ over the past year. As the "pick-and-shovel" enabler for AI, 6G, and data centers, KEYS validates the AI supply chain even before NVDA reports.
📈 Lofty expectations
Consensus sees Q2 revenue at 1.71B(+301.71B(+302.33 — the high end of company guidance.
⚠️ Risk note
The stock has already priced in perfection. Anything short of a beat & raise could trigger a “sell the news” drop. Watch for tariff-related order delays.
👉 Your call
Housing bottom bounce?
Or stick with AI hardware?
Drop your take in the comments.
You could buy 100 shares of
$NOW
right now for $9,497. Or you could buy the $80 call LEAP expiring June 2027 for $3,265. Same directional exposure for 66% less capital. Strike: $80 Expiration: June 17, 2027 Premium: ~$32.65 per contract Breakeven: $112.65 If
$NOW
hits $115, this LEAP returns ~7% If
$NOW
hits $130, this LEAP returns ~53% If
$NOW
hits $145, this LEAP returns ~99% 100 shares at $145 returns ~53%. The LEAP nearly doubles. Why I like the setup: - Q1 revenue hit $3.8B, up 22% year over year - Now Assist AI is tracking toward $1.5B in annual contract value, up from a $1B internal target - AI customers spending over $1M in ACV grew over 130% year over year - Raised full-year subscription guidance to $15.755B - Stock pulled back 14% after Q1 on geopolitical headwinds - potential oversold entry point - 398 DTE gives you time through multiple earnings cycles The max you can lose on a LEAP is the entire premium you paid. In this case, that's $3,265 per contract. LEAPs are leveraged and can lose value quickly if the stock drops or stays flat. Only size this so you're comfortable losing all of it. Note: LEAPs are one tool inside a broader portfolio. Owning shares is always the primary use of capital. This is a selective add-on for high-conviction moments when conditions align. NFA DYOR
【This Week's Preview】 Fed minutes land Wednesday – with an 8-4 vote split not seen since 1992 🏦
After last week's market swings, the biggest macro focus this week is the April FOMC minutes, out Wednesday (May 20). Don't underestimate this release – it could offer critical clues on the rate path ahead.
📌 Why these minutes matter more than usual?
The last meeting saw a rare 8 vs. 4 vote split.
The most divided Fed meeting since 1992
The dissenting votes leaned more hawkish (wanting tighter policy or higher rates for longer)
The minutes will reveal the logic and debate behind those opposing voices
📌 What markets will be watching:
1️⃣ Depth of the divide: Do the dissenters see inflation as more persistent than expected?
2️⃣ Cut threshold: What data would it take for a majority to shift toward rate cuts?
3️⃣ Forward guidance: Did any members discuss "higher for even longer" – or even another hike?
⚠️ Market implications:
If the minutes show the split is mostly about inflation concerns, the reaction could be muted
If they hint that "some members think rates aren't high enough yet," expect renewed risk-off sentiment
Rate-sensitive tech stocks, gold, and Treasury yields could see volatility after the release (late Wednesday/early Thursday Beijing time)
💡 Bottom line: Wednesday's minutes are a chance to peek inside the Fed's real thinking. An 8-4 split means consensus is fraying – and market rate expectations may shift with it. For macro this week, keep your eyes on this release.
#Fed #FOMC #Minutes #RatePath #MacroWeek #WednesdayPreview
Microsoft vs. Google right now 📊
Two tech giants. Two VERY different stories.
$GOOGL 🟢
Cloud revenue just crossed $200B/quarter for the first time
Up 63% YoY — blowing past expectations
Operating margin in cloud jumped from 17.8% → 32.9%
Backlog nearly doubled to $462B
Stock popped 10% post-earnings
Up 23% YTD
$MSFT 🔵
Cloud growth stuck at ~40% for 3 straight quarters
Azure forecast: 39-40% again — steady, not accelerating
Capital spending $319B (below estimates)
The OpenAI story is cracking — GPT-5.5 now on AWS too
Stock down 14% YTD
The market is no longer paying for AI spending. It's paying for AI results.
Google is the only one proving every dollar spent has a clear return.
Meanwhile…
📌 Bill Ackman just bought MSFT, calling it "extremely attractive"
📌 Citi raised MSFT target to $620
So who's right?
The market selling on narrative cracks?
Or Ackman betting on valuation and long-term moat?
🍿 This one's worth watching.
$F Up 21% in two days → down 7.5% today, closing at $13.40.
📌 Reason: Profit-taking & technical overbought correction
🔋 But the story hasn't changed: "Ford Energy" (storage subsidiary) remains the core catalyst
📊 Morgan Stanley: Energy storage business could be worth $10B
Pullback or reversal? What's your take 👇