Nvidia's earnings numbers will be a key focus during the upcoming earnings season.
Source Post
The Market Just BLEW UP
Apr 9, 2026
The creator discusses recent market movements, highlighting significant gains in Meta and AMD, while noting declines in crude oil and GSG. They express optimism for a potential risk-on environment that could benefit stocks like AMD and Amazon, but question the sustainability of the rally, especially for SaaS companies like Palantir and Salesforce. The creator also plans to reveal their cash position and a potential new stock purchase.
Linked Mentions
Tickers discussed in this post
The creator is interested in RH, a $120 stock down 80% in 5 years, but finds it difficult to be bullish on high-end real estate in the short term.
Bath & Body Works is the creator's favorite new stock to buy, citing its low $17 price, 7 P/E ratio, large dividend yield, and profitability.
Apple is used as a historical example of a high-growth company that transitioned to a value stock after its growth rates slowed.
Intuit is mentioned as a SaaS stock transitioning to value investing, with the creator buying into this trend.
Adobe is part of the SaaS group transitioning to value investing, and the creator is interested in buying it.
ServiceNow has seen substantial declines year-to-date, reflecting broader weakness in the software sector.
Salesforce is down over 3% today and down 33% year-to-date, indicating weakness.
Palantir is identified as a 'party pooper' stock, down 5.6% today, despite a massive overall gain of 1,829%.
Celsius is performing well, up $6,400 or about 4.6% today.
