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LIVE NOW: TOP 5 STOCKS TO WATCH THIS WEEK!

Ricky GutierrezMay 4, 2026

Ricky Gutierrez discusses market influences including geopolitical events affecting oil prices and upcoming earnings reports from major companies like AMD, Shopify, and Disney. He highlights MicroStrategy's unique position as a Bitcoin proxy, independent of its business performance.

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Tickers discussed in this post

PLTRNeutralMedium ConvictionSignal-backedPrimary

Palantir is a hold, showing strong growth and positive news with the Pentagon, but its high valuation remains a concern.

SHOPBearishMedium ConvictionSignal-backedPrimary

Shopify is a sell due to expected lower consumer sentiment and potential weak guidance, despite steady revenue growth.

SMCINeutralLow ConvictionResearch Only

Super Micro is a speculative stock with high volatility and potential for short squeezes, but fundamentals don't align with valuation.

PYPLBearishMedium ConvictionSignal-backedPrimary

PayPal faces significant headwinds including leadership instability and declining transaction rates, making it a risky investment despite its cheap valuation.

MSTRNeutralMedium ConvictionSignal-backedSecondary

MicroStrategy's stock is viewed as a proxy for Bitcoin, with its business performance being secondary to its Bitcoin holdings.

AMDNeutralMedium ConvictionSignal-backedSecondary

AMD is a significant company reporting earnings this week, and the creator will break it down technically and fundamentally.

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