The creator is not expecting anything significant from Apple, indicating a neutral or hold stance.
Source Post
The Most Obvious Buy in the Market Right Now
Jul 30, 2026
The creator discusses the market rebound in AI and semiconductor stocks following Microsoft's earnings, contrasting it with Meta's decline. They highlight Microsoft's strong Azure growth and capex estimates, while also noting that Meta is currently undervalued despite its recent performance. The video touches on the performance of various cloud and AI-related companies.
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Tickers discussed in this post
Coreweave is up 22%, showing strong performance in the current cloud and AI stock rebound.
Air Ren is up 26%, part of the strong recovery in cloud and AI-related companies.
Nebius is up 27% and experienced a significant rebound after a prior 40% drop.
AMD is up 12.5%, showing strong performance in the current market rebound.
Micron is up close to 15%, participating in the strong rebound of semiconductor stocks.
Intel is up 13%, showing strong performance in the current market rebound.
Amazon is up 4.5% and is expected to report earnings later today.
Oracle is up six percent today, participating in the broader market rebound.
Nvidia and other semiconductor names are rebounding significantly after Microsoft's earnings call.
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Tracked calls opened from this post
METAbuy opened Jul 30, 2026
+13.63%