Netflix's stock fell nearly 10% despite a solid quarter due to lighter-than-expected guidance for the next quarter and the full year.
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Why Does This Rally Keep Going Higher?
Apr 18, 2026
The market has experienced a rapid rally, moving from fear to greed with the S&P 500 and Nasdaq reaching new highs. While some of this strength is attributed to short covering and speculation, underlying factors like resilient earnings and strong tech leadership also support the bull case. The creator emphasizes sticking to fundamentals amidst market noise and uncertainty.
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Nvidia's justification for selling chips is tied to the assumption of continued AI usage growth.
Amazon is mentioned as a hyperscaler that could benefit from AI build-out.
Google is mentioned as a hyperscaler that could benefit from AI build-out.
Microsoft is mentioned as a hyperscaler that could benefit from AI build-out.
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