Creator Post Archive
Mr M Trades
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May 10, 2026
Weekly Market Brief / May 11th 2026 #stockmarket #stocks #investing #oil #silver
Mr M Trades discusses the upcoming week's market catalysts, including CPI data, the transition of the Federal Reserve chair to Kevin Warsh, and key earnings reports that will test the AI narrative. He advises caution, suggesting investors tighten stops and sell into strength as the market hits record highs.
May 10, 2026
3 STOCKS I'M BUYING RIGHT NOW Three stocks retail hasn't found yet. Crowded trades get the headlin
The creator identifies three under-the-radar stocks in financial infrastructure, space, and chip packaging, arguing that these supply chain necessities offer better positioning than crowded AI trades.
May 8, 2026
AAOI EARNINGS BREAKDOWN Revenue up 51% YoY. Datacenter business up 154%. First volume shipment of
Mr M Trades analyzes Applied Optoelectronics' latest earnings, noting a 12% price drop despite record revenue growth and strong data center demand. He argues the sell-off is driven by a revenue miss that masks a structural supply bottleneck rather than a demand issue.
May 6, 2026
ARM EVERY AI CHIP RUNS THROUGH THIS COMPANY 👀 ARM just dropped earnings and the stock ripped 12% a
Mr M Trades highlights Arm's strong Q4 earnings beat and business model pivot, noting a significant stock price increase since his initial bullish thesis. He emphasizes the company's growth in licensing revenue and data center royalties as evidence of its central role in the AI chip market.
May 6, 2026
TOP 5 Stocks I'M BUYING RIGHT NOW! 🚨 Market is at all time highs! But THESE are only getting start
The creator identifies five 'picks and shovels' stocks within the AI infrastructure sector that he is currently buying, focusing on companies providing hardware, thermal management, and networking solutions for data centers.
May 5, 2026
AMD JUST SENT A WARNING TO NVIDIA 👀 AMD just dropped monster earnings. • $10.25B revenue • Beat es
The creator highlights AMD's strong Q1 earnings report, emphasizing accelerating revenue growth and data center performance as evidence that the company is successfully challenging Nvidia's market dominance.
May 4, 2026
Earnings Season Continues and it Will Move the Market 📊🔥 Earnings season just hit full throttle
Mr M Trades previews a high-volatility earnings week, highlighting key AI, data center, and crypto-linked stocks that will test current market record highs.
May 4, 2026
Weekly Market Brief – 4th May 2026 Earnings: PLTR, AMD, MSTR, AAOI and more My name is Matt, and I
The creator discusses macro headwinds including Fed leadership changes, AI infrastructure spending, and geopolitical tensions in the energy sector. He highlights upcoming earnings for Palantir and AMD as key indicators for enterprise AI demand.
May 1, 2026
ALL TIME HIGHS - A GOOD THING!!! Every single time I post a stock i get the same comment! "It's at
The creator argues that all-time highs are a bullish signal rather than a warning, as they indicate institutional accumulation of high-quality companies with strong fundamentals. He emphasizes following market leaders rather than buying weak stocks.
May 1, 2026
AAOI THE LEADER KEEPS LEADING 🔥 AAOI just made a new all-time high - up 13% today And if you've be
The creator highlights Applied Optoelectronics (AAOI) as a market leader that continues to hit new all-time highs, dismissing concerns about valuation metrics like P/E ratios or technical indicators like RSI.
Apr 30, 2026
Google Just Confirmed the AI Boom 🚨 They came out and said it clearly: AI investments are PAYING O
Mr M Trades highlights Google's recent earnings as a pivotal confirmation of the AI super cycle, noting that AI investments are now yielding tangible returns. The creator emphasizes a market rotation into AI infrastructure, including chips, cloud, and energy sectors.
Apr 30, 2026
TOP 5 OIL STOCKS TO WATCH The biggest oil companies report earnings this week. Brent crude just h
The creator highlights five oil stocks to watch ahead of earnings, driven by a bullish outlook on oil prices due to tight supply and geopolitical instability. The list includes a mix of high-beta plays, refiners, service providers, and integrated energy giants.
Apr 29, 2026
GOLD & SILVER UPDATE -THE RATE KILL SWITCH Rates are the kill switch for gold and silver. Here's wh
The creator discusses the recent breakdown of silver prices below the $74 support level, attributing the decline to hawkish Federal Reserve interest rate expectations. Despite a strong long-term structural thesis for silver, the creator advises waiting for lower technical levels before re-entering.
Apr 29, 2026
Magnificent 4 Reports Are in $18.6 Trillion Just Reported - AI Trade Lives Four companies. One nigh
The creator analyzes the latest earnings reports from the 'Magnificent 4' hyperscalers, arguing that their strong AI capex returns confirm the AI trade is alive despite recent market noise. He highlights Google as the standout performer while noting market volatility for Meta and Microsoft due to capex-related concerns.
Apr 29, 2026
STAGFLATION IS HERE. WHAT IT MEANS and whats THE CATCH? Inflation is rising. The economy is slowin
The creator argues that the current economic environment is defined by stagflation, necessitating a barbell strategy that favors hard assets and pure-play AI hardware while avoiding broad growth and consumer tech stocks.
Apr 28, 2026
MARKET UPDATE APRIL 29th The AI trade just got rattled. Here's what happened. 🚨 OpenAI missed its
The creator discusses a market pullback driven by an OpenAI report questioning AI spending sustainability, while noting strength in defensive and industrial sectors. He emphasizes that the broader power trend remains intact despite the semiconductor pause and highlights upcoming earnings from the Magnificent Seven.
Apr 28, 2026
MARKET PULLING BACK – WHAT NOW? The AI Trade Just Got a Warning Shot ⚠️ OpenAI missing revenue tar
The creator analyzes a market pullback in AI-exposed stocks following reports of OpenAI missing revenue targets and potential IPO delays. He views the sell-off as a surgical repricing of concentration risk rather than a structural collapse, emphasizing that upcoming earnings from hyperscalers will determine if the AI trade remains viable.
Apr 27, 2026
TOP STOCK IM BUYING THIS WEEK! NVDA just broke out - here’s what I’m watching next! #stocks #stock
Mr M Trades highlights Nvidia as a primary buy, citing a technical breakout and a strong catalyst stack driven by upcoming cloud provider earnings and demand for the Vera Rubin architecture. He argues the market previously mispriced the stock during its recent drawdown despite robust fundamental growth.
Apr 26, 2026
Earnings Week That Defines Q2 82% of S&P 500 beats so far - but the real test starts now. Five of
The creator highlights a critical earnings week featuring five of the 'Magnificent Seven' and several other major companies, emphasizing that forward guidance is more important than earnings beats. He warns that stocks may be punished if guidance is weak, even if they beat earnings expectations, as current market expectations are already high.
Apr 26, 2026
Weekly Market Brief – 26th April 2026 Every Market Catalyst Lands This Week Macro: Fed decision, G
The creator warns that the market is technically overbought heading into a high-stakes week featuring Fed policy decisions and major hyperscaler earnings. The focus is on whether AI capital spending is translating into actual revenue, with a recommendation to prioritize 'physical' AI leaders over pure software plays.
Apr 24, 2026
The AI Trade Nobody Has The Patience For The AI Trade Cycle Explained!! PAY ATTENTION! $LITE $AAOI
The creator explains the multi-year AI infrastructure buildout as a sequential 'bottleneck' cycle, advising investors to hold positions with long-term demand visibility rather than chasing short-term price spikes.
Apr 23, 2026
All-time highs yesterday. Pullback today. Here’s what actually happened. 📉 ServiceNow -18%. IBM -
The market experienced a healthy consolidation after hitting all-time highs, driven by tech earnings volatility and geopolitical oil headlines. Despite the pullback in software, the creator highlights sector rotation into utilities, industrials, and staples as evidence that the broader power trend remains intact.
Apr 23, 2026
MARKET IS IN POWER TREND Iran seized ships this week. S&P hit all-time highs anyway. Here's why. 📈
The creator identifies a 'power trend' in the current market, noting that the S&P 500 is hitting all-time highs despite geopolitical tensions. He emphasizes that institutional money is in control and advises staying invested in leading positions rather than waiting for perfect entries.
Apr 21, 2026
This stock must be on your watchlist Is Bloom Energy a Buy right now? Let’s look at the company!
The creator analyzes Bloom Energy as a key beneficiary of the AI data center power bottleneck, highlighting its ability to bypass grid constraints with on-site fuel cells. While acknowledging high valuation multiples and regulatory risks, the thesis remains bullish based on massive backlog growth and strategic partnerships.
Apr 21, 2026
AAOI TRUE LEADER! Is it a buy? #stocks #stockmarket #investing #growthstocks #trading
The creator analyzes Applied Optoelectronics (AAOI) as a high-growth AI data center play, highlighting its massive revenue growth and tariff advantages while cautioning that the stock is extended after a 1,100% rally. The thesis centers on the company's ability to meet surging demand for optical transceivers, though risks include high customer concentration and lack of GAAP profitability.
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