Source Post

This Stock will be my Next Palantir‼️

The creator discusses several stocks, including AMD, SoFi, Coinbase, Meta, Amazon, and Google, following their recent earnings reports. While AMD is showing strength, others like SoFi and Coinbase were hit hard. The creator provides a detailed breakdown of Meta's earnings, grading it a B-grade due to strong revenue growth but also increased costs and a significant tax benefit that boosted net income.

Linked Mentions

Tickers discussed in this post

CAKEBullishHigh ConvictionSignal-backedPrimary

Cheesecake Factory is a strong buy with significant long-term growth potential and attractive dividends.

MUBullishHigh ConvictionSignal-backedPrimary

Micron is a top short-term play due to massive spending in the chip industry.

NVDABullishHigh ConvictionSignal-backedPrimary

Nvidia is a top short-term play due to massive spending in the chip industry.

MSFTNeutralLow ConvictionResearch Only

Microsoft reported solid revenue growth, but rising costs raise concerns.

GOOGLNeutralHigh ConvictionSignal-backedPrimary

Google's strong performance and cloud growth make it a hold, not a buy, after significant gains.

GOOGNeutralLow ConvictionSignal-backedSecondary

Google's earnings were a positive contributor, and the stock will be analyzed further.

AMZNNeutralLow ConvictionSignal-backedSecondary

Amazon's earnings are mentioned as a significant positive contributor to the public account, with future discussion planned.

METANeutralMedium ConvictionSignal-backedPrimary

Meta reported strong revenue growth but faced increased costs, with net income boosted by a one-off tax benefit.

COINBearishMedium ConvictionSignal-backedSecondary

Coinbase's stock price declined significantly, suggesting a bearish outlook.

SOFIBearishMedium ConvictionSignal-backedSecondary

SoFi experienced a significant drop in price today, indicating negative momentum.

AMDNeutralMedium ConvictionSignal-backedSecondary

AMD is showing continued strength and is expected to maintain its upward momentum.

Linked Signals

Tracked calls opened from this post

NVDA
buy opened Apr 30, 2026
+6.49%
MU
buy opened Apr 30, 2026
+105.24%
CAKE
buy opened Apr 30, 2026
+3.41%