Every year the same old phrase about selling in May and walking away, but blindly following a historical trend may not be the best idea this year. The reality of today's market is built on completely different engines than the past, and there are incredibly solid reasons why a sell in May isn't as likely or not to that extend this year. For a start, looking at corporate spending, the largest tech hyperscalers have collectively locked in nearly seven hundred billion dollars in infrastructure budgets for this year alone, and roughly three-quarters of that is tied directly to physical AI buildouts. This are massive, contracted physical infrastructure that doesn't just stop because the calendar turned to May.The race to AI supremacy is real. On top of that, look at the corporate receipts. Ear
I think the other POTUSes just went the longer route instead. POTUS makes less than any established business leaders and you expect them to be clean?
See How Trump’s Accounts Were Busy Trading Big Tech Stocks
Trump’s investment accounts had a surge in activity, with more than 3,700 trades in the first quarter.Before he entered the White House, President Trump was a real-estate developer and speculator....
IBM made computers and Microsoft made operating software. We are now at the infrastructure stage but eventually we need software to run them. Software companies doing agentic AI will eventually be in the spotlight. We can never time the market, why not start adding some? I'm adding $ServiceNow(NOW)$
Why the Gap Between Chip and Software Stocks Keeps Getting Wider
It's a good time to be a chip stock investor. The same can't be said for software stock bulls, and it's all tied to how investors view the two industries in relation to the artificial intelligence...
Over the past week, the situation in the Middle East has presented a state of "extreme stalemate, neither war nor peace." Regarding the Strait of Hormuz, the United States briefly initiated "Operation Liberty" in an attempt to escort trapped vessels out. However, following a strong response from Iran, US President Donald Trump officially announced the suspension of the plan on May 5, citing the "acceptance of Pakistani mediation." During this period, Iranian officials reiterated that the strait would not reopen unless dictated by national will, leaving energy supply chain risks elevated. On May 7, local time, a new round of military conflict erupted between the US and Iran near the Strait of Hormuz. Despite the sudden outbreak of hostilities, US President Donald Trump insisted that the US-
$Gilead Sciences(GILD)$ $Gilead Sciences, Inc.(GILD) Dips -2.42%: Testing Key Support Near $130, Awaiting Rebound Signal Latest Close Data 📉 Closed at $130.40 on 2026-04-27 (ET), down -2.42% for the day. Currently ~17.1% below its 52-week high of $157.29. Core Market Drivers 📰 The stock faced selling pressure amidst broader market volatility. Key drivers include investor focus on the company's pipeline progress and competitive dynamics in the immunology and oncology sectors. Recent capital flow data showed mixed institutional activity with a significant net inflow on 04-22 followed by muted flows. Technical Analysis 📊 Volume: Daily volume of 5.97M shares, with a Volume Ratio of 1.07, indicating average participation. 🟡 MACD: Latest values are DIF:
sounds like AI slop with basis editing. Can't agree with your analysis for $Microsoft(MSFT)$ , it is highly speculative without deep understanding to why it dipped post earnings. for $Berkshire Hathaway(BRK.A)$ , the only thing defensive about it is the assumption that they are finally going to use that cash. However, do note that they didn't do anything during the liberation day dip and silicon valley bank dip last year.
Macro Risks Meet Geopolitical Tension: Can Tech Bulls Hold the Line? Consider Microsoft & Berkshire as a Barbell Strategy 🌟🌟🌟 The market is currently facing a dual threat environment testing the resolve of even the most optimistic investors. Warren Buffett has recently issued a sober warning regarding macro risk, preferring a massive cash reserve over overvalued equities. With $Berkshire Hathaway(BRK.B)$ cash pile reaching a record USD 397 billion as of May 2026, the message is clear: the safety net for high growth tech maybe thinner than it appears. Adding to the complexity is a sharp escalation in geopolitical risk. Recent reports of an Iranian attack on UAE ports have rattled glo
What trap? Even if you bought $VanEck Semiconductor ETF(SMH)$ in July 2025 before the dip, you have already doubled by now. Any dips just get bought up doubly fast. Based on the big tech earnings, they have largely been able to justify that the AI capex spend are generating decent returns on investment. In that case, it is giving the semicons confidence to raise their fees further. If you want to be the next multi-millionaire, find the next bottleneck in AI infrastructure and put your fortune in it. Yes I'm vested in $APPLIED DIGITAL CORP(APLD)$ $Infleqtion(INFQ)$
Nvidia’s Big Move: Breakout or Bear Trap?
The VanEck Semiconductor ETF’s upward move might show signs of fatigue.
Sorry Elon I wasn’t aware of your game. So here’s the case if Elon wins the trial, he gets $134b however OpenAI is a loss making company which recently raised $122b OpenAI literally needs that money to survive. if that money is gone, OpenAI will have to shut down their operations which is not possible. So they can’t give this money to Elon. But Elon must be compensated. so the only option would be equity. MAJOR EQUITY. In openai. the very company he was removed from would be forced to give back what he always deserved.