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judy.i01Pro
Bullish
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LTN 🐝

Earnings Season Kicks Off

The AI Supercycle Is Just Getting Started $PLTR $NVDA $AMZN $MSFT $GOOGL $META $LMT $RTX $NOC $BA $AMAT $ASML $MU $LRCX $KLAC $AMD $INTC $TSLA $SPCX

·Earnings season kicks off with Wall Street expecting another strong quarter from AI-linked names — led by $NVDA and $SPCX as the standout winners

·Hyperscaler capex remains the single biggest driver of semiconductor demand, with $AMZN, $MSFT, $GOOGL, and $META collectively forecast to spend over $300B on AI infrastructur

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