May. 17 at 4:40 PM
Our team closed over 3,000 deals in the first quarter, with the biggest winners concentrated in the semiconductor, AI infrastructure, and power sectors.
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$NVDA: +27%
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$AMZN: +20%
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$AAPL: +17%
The ultimate megacap masterclass! Pure dominance in core tech assets.
$NVDA remains the undisputed alpha champion—all eyes are on its upcoming May 20 earnings, where despite sky-high valuation hurdles, Blackwell demand remains an insatiable black hole. The real sleeper agent is
$AAPL, crushing doubts with a monster 17% revenue surge driven by stellar iPhone 17 cycles and a fresh
$100B buyback program.
Big Tech execution is flawless. With Nvidia's high-stakes earnings dropping this Wednesday, are you expecting another massive guidance blowout or a short-term market cooldown? Drop your bets!