To The Moon

Trump officially wrapped up his China visit. The summit outcomes focused on energy and agricultural purchase frameworks, with zero announcement on easing chip export restrictions. But the real thing worth watching today isn’t the summit communiqué — it’s the simultaneously revealed Trump holdings disclosure: 3,642 trades within just Q1 alone, with estimated total trading volume between $220 million and $750 million, averaging 58 trades per day. Trump’s portfolio aligns with the three policy themes: AI infra, financial deregulation, and fiscal stimulus. Large-scale sells ($5M–$25M per trade): $Microsoft(MSFT)$ , $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$

The Wall Street Journal confirmed the latest additions to Trump's business delegation for the China visit. $Tesla Motors(TSLA)$ CEO Musk, $Apple(AAPL)$ CEO Cook, $GE Aerospace(GE)$ CEO Larry Culp, and $Boeing(BA)$ CEO Kelly Ortberg are all attending. Bloomberg then reported that $NVIDIA(NVDA)$ CEO Jensen Huang joined as a last-minute addition, boarding Air Force One during an Alaska fuel stop. NVIDIA confirmed: "Jensen accepted President Trump's invitation to attend the summit in support of the US and the goals of this Administration." Jensen on Air Force One: what's the signal? The

SpaceX IPO officially enters the final countdown; listing expected in June with valuation reaching $1.75 to $2 trillion, poised to become the largest IPO in history. The biggest highlight of this offering is the retail allocation, which could reach as high as 30%—far exceeding industry norms. Space stock earnings recently diverged: $Rocket Lab USA, Inc.(RKLB)$ soared, $AST SpaceMobile, Inc.(ASTS)$ plummeted 1. $Rocket Lab USA, Inc.(RKLB)$ — +11.3% "Fundamental reversal confirmed." Revenue $200.3M (+63.4% YoY), exceeding Goldman Sachs' expectations by +11.8%; Order backlog $2.22B, single-quarter QoQ +20%, YoY +108%, a doubling; Space Systems revenue +57% YoY,

$KOSPI$ surged more than 5% intraday today, triggering a circuit breaker. SK Hynix jumped +12% to above ₩1.89M, +185% YTD. Samsung rose +6%, crossing the $1 trillion market cap threshold, +139% YTD. JPMorgan's latest strategy report names Korea its top pick in Asia-Pacific, raising the KOSPI target to 9,000 (base) / 10,000 (bull). KOSPI has hit 77 all-time highs this year. Korea's MSCI EM weight has risen to >21%, nearly matching China at 22%. AI arms race: Global AI compute expansion is bottlenecked at HBM (High Bandwidth Memory). SK Hynix is the world's dominant HBM4 supplier — full-year capacity is sold out, customers are already pre-booking 2027 supply. Samsung HBM is equally constrained. Historic earnings: Samsung Q1 2026 operating profit: ₩57.2 trillion, +750% YoY — one quarter ex

Recent spotlights shine on these stocks: $SanDisk Corp.(SNDK)$ +16.6%, $Micron Technology(MU)$ +15.5%, $Intel(INTC)$ +14.0%, $Dell Technologies Inc.(DELL)$ +13.1%, $Advanced Micro Devices(AMD)$ +11.4%, $NVIDIA(NVDA)$ +1.7%, $Apple(AAPL)$ +2.0% — Wall Street has a new concept: the Magnificent 7 era is over. Welcome to DIAMANS, the AI hardware chain that just went vertical today. What Is DIAMANS? Dell + Intel + AMD + Micron + Apple + NVIDIA + SanDisk. Not a random name mashup — a complete AI infrast

$SPX$ hit an intraday high of 7369.22 yesterday, $IXIC$ reached 25,850.19, the Dow climbed back above 50,000, and $NVDA$ surged +5.77%, reclaiming a $5 trillion market cap. Is simply holding stocks enough to make money now? 1. AI earnings momentum keeps pushing the market higher AMD reported Q1 data center revenue of $5.8B (+48% YoY), with Q2 guidance at $11.2B (+46% YoY), beating Street expectations by 6.3%. ARM Q4 licensing revenue rose +29%, while data center royalties doubled YoY. The CEO stated clearly: the more complex agentic AI becomes, the more systems require CPUs for orchestration and coordination. ARM is transforming from a “mobile architecture tax” into an “AI data center architecture tax.” 2. Geopolitical risks cooling down The U.S. and Iran are reportedly close to signing a

$Advanced Micro Devices(AMD)$ surged +16.5% after-hours to above $400. $INTC$ jumped +17.6% yesterday. Same week: $SanDisk Corp.(SNDK)$ printed 78.4% gross margins, and $Micron Technology(MU)$ 's CEO called memory a "strategic asset for AI." Two AI infrastructure plays are flying simultaneously — CPUs and memory. Which one runs further?1. CPU Story: Demand Is Structurally ShiftingAI has moved from training to inference + agentic AI. That shift benefits more than just GPUs.$AMD$ Q1 Data Center: $5.8B (+48% YoY). Q2 guidance: $11.2B revenue (+46% YoY). Lisa Su was explicit: inference and agentic AI demand for high-performance CPUs and accelerators is "accelerating." E

Markets rally prompted by good earnings. Big Tech took turns proving the bull case, recovering March's tariff-driven selloff. How's everything going so far? $Alphabet(GOOG)$ surged +10% in a single session after Cloud revenue grew +63.4%, killing the "Google is losing the AI race" narrative. $Apple(AAPL)$ +2.56% post-earnings on a record March quarter. $Amazon.com(AMZN)$ posted $23.9B in operating income, a 14% beat. $Meta Platforms, Inc.(META)$ delivered +28.7% ad revenue growth but lost 9% due to capex concerns. $Microsoft(MSFT)$ is worse, still the worst performer among mag 7

April's final session: $S&P 500(.SPX)$ closed at all-time highs (+1%), $NASDAQ(.IXIC)$ +0.89%. Full month: S&P 500 +10.4%, Nasdaq +14.8% — the strongest single-month return since the post-COVID rebound in 2020. Based on historical data, if multiple new highs are reached in April, the subsequent market performance is usually relatively strong. But Goldman and BofA Are Both Flashing Yellow Goldman Sachs Macro (April 30): S&P rallied 14% from the late-March low to record highs, but the median S&P 500 constituent is still 13% below its 52-week high — market breadth is at its narrowest in decades outside the Dot-Com Bubble. The Momentum factor is up +25% YTD, with hedge fund Momentum net expos

$Alphabet(GOOG)$ and $Amazon.com(AMZN)$ rallied after-hours. $Microsoft(MSFT)$ dropped -2%, $Meta Platforms, Inc.(META)$ loses 9%. Four companies combined committed up to $725B in 2026 CapEx — more aggressive than the market expected.📊 Scorecard: Actual vs. Estimates1. $Alphabet(GOOG)$ blowout earnings! All beats and increases dividends.On April 27, the board of directors approved a 5% increase in the quarterly cash dividend to $0.22 per share, which will be distributed on June 15, 2026, to all share