Intel is mentioned as having seen a significant price increase (almost tripled) over the past month, contributing to the overall market rally.
Source Post
AMD Is Up 20% After Earnings. Here's What I'm Doing Next
Couch InvestorMay 7, 2026
The creator discusses recent strong earnings reports from AMD, Uber, and Oscar Health, noting significant stock price increases for all three. While acknowledging the positive performance, the creator expresses caution about the overall market sentiment, suggesting it might be becoming overheated, especially in the semiconductor and memory sectors. The creator advises against chasing stocks that have already seen massive gains and suggests taking profits on existing holdings like Micron if comfortable, to potentially reinvest in undervalued names or hold cash for future opportunities.
Linked Mentions
Tickers discussed in this post
The creator, a holder of Micron with an average cost of $90, acknowledges its significant recent gains but suggests taking profits due to the stock nearing $700 and the potential for a market correction, to reinvest in other names or hold cash.
Oscar Health reaffirmed its full-year guidance after a strong Q2 with improved medical loss ratio and SG&A expenses, suggesting the market may start to believe in the company's turnaround and growth potential.
Uber reported a strong quarter with revenue and adjusted EBITDA exceeding expectations, driven by growth in mobility and delivery, leading the creator to believe the stock may start to move upwards.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.