Apr. 25 at 5:28 PM
Portfolio Update:
$AMZN
$MU
$MSFT
$NOW
$DDD
This portfolio is a solid bet on the AI backbone. With
$MSFT and
$AMZN reporting on April 29, the focus is strictly on cloud re-acceleration.
$MU remains a high-conviction play on HBM tightness despite recent macro jitters. The wildcard here is
$DDD—is 3D printing finally ready for a structural breakout, or is it just a hedge?
Big tech earnings are the ultimate catalyst. Which ticker are you most bullish on for next week? 🚀