Qualcomm exceeded earnings expectations and has momentum with a positive catalyst, and the creator advises against shorting it, suggesting to let it push.
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ALERT: Federal Reserves Favorite Measure Of Inflation Just Hit A 3 Year High!
Ricky GutierrezMay 2, 2026
The creator discusses market volatility and inflation, highlighting several stocks. Meta and Nvidia experienced pullbacks despite strong past performance. OpenDoor is showing weakness, with potential further downside if key support levels break. Intel is pulling back after reaching new highs, and the creator questions its valuation. Apple and SanDisk are set to report earnings, with the creator expressing a long-term bullish view on Apple and caution on SanDisk due to its high valuation and speculative nature. Qualcomm exceeded earnings expectations and is showing momentum, with the creator advising against shorting it.
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Tickers discussed in this post
SanDisk is a highly speculative stock with a 3000% gain in a year, but it loses money, has a negative PE, and the creator believes its valuation is disconnected from fundamentals, warning of a potential 90-99% downside.
Intel is beginning to pull back after reaching new all-time highs, and the creator questions its $470 billion market cap given its losses.
Apple is a very solid company with a long-term position held by the creator, who would be excited to buy more on any pullback.
Microsoft exceeded earnings expectations but is still selling off.
OpenDoor experienced a significant sell-off, down over 8% at one point, and could head to $4 support if it breaks below $5.
Nvidia is also seeing a slight retracement, down 4%, with earnings not due for another two weeks.
Meta exceeded earnings expectations but experienced a significant pullback, losing market cap, though it has had an amazing performing year.