Jun. 4 at 11:36 PM
Earnings Tier List â 1 Month Returns:- 1
S Tier:
$SNDK +31.4% â absolute steam
$GOOGL -7.2% â
$80B raise drags but AI thesis intact
A Tier:
$AMD +28.1% â powering the AI stack
$PLTR +3.6% â stealthy government/data wins
$META +3.1% â slow grind, still AI exposure
Directionally, earnings read-through is positive. Small sample, but Apple inclusion in AI trade is showing. Amazon dip is unusual, CoreWeave⊠well, lol.