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Microsoft $MSFT showed just how massive a bet on AI it's actually making.

Sell-side Fed calls are still moving slowly. 🐢📉

After Warsh’s Jackson Hole speech, only a handful of banks formally flipped toward a September hike. BNPP just joined that group and now pencils in two hikes this year.

As of 9/10:…

As we discussed yesterday on the stream, which you can watch from the recording, the S&P 500 index got to a nice support. And what happened today... it bounced strongly. It was a great setup for trades.

Next week, the real decision about the next trend will be made. That's why my swing portfolio is empty now and I'm waiting for further signals. I'm watching Google $GOOG a lot.

UBER after the drop: One of the best opportunities on the market? I'm buying

📉 Week in review: portfolio −4.0% vs S&P 500 −0.8%.

Seven names. Most of them software. The tape did not care. 😬

Mon–Thu was a rate-and-oil week. 🛢️ The US–Iran conflict and Houthi moves around the Red Sea and Hormuz pushed Brent through $100 and briefly toward $110. Energy inflation showed up in PPI, then CPI printed +0.4% m/m and +3.4% y/y. 10-year yields tagged multi-year…

Oracle showed after earnings that AI cloud is still going full speed

Oracle $ORCL released Q1 results and the numbers came in better than expected:

Revenue: $19.3B, +30% YoY Adjusted EPS: $1.92 vs. $1.74 expected Cloud revenue: $11.6B, +62%…

🚀 $ORCL just proved it's no longer just an enterprise software company—it's becoming a serious AI infrastructure powerhouse.

Q1 FY2027 highlights:

💰 $19.3B in revenue (+30% YoY)…

$ORCL more than doubled its cloud infrastructure revenue. The stock is up 6%

In the first quarter of fiscal year 2027, the company earned $7.4 billion from cloud, a year-over-year growth of 121%. Total revenue grew by 30% to $19.3 billion, and adjusted earnings of $1.92 per share beat the consensus of $1.75.

🚨 Uber is starting to look interesting at these levels.

📊 Tomorrow's CPI Could Set the Market's Next Big Move

Tomorrow's August CPI report may be the most important macro event of the month.

According to economist forecasts compiled by Nick Timiraos, the median estimate calls for:…

Google $GOOG on sale? Results from Adobe $ADBE and Oracle $ORCL today after market close and a rate hike in the eurozone. That's just the surface of what we'll break down on the stream at 7pm!

Join us too!

Ryanair $RYAAY is now showing quite well why airlines are so sensitive to oil prices.

Ryanair CEO Michael O’Leary said today that if oil remains expensive next year, ticket prices could rise significantly. Brent is now above $100 a barrel, which means rapidly higher fuel costs for airlines.

Oil has broken above $100 a barrel!

When will it start to fall apart?🫣

With wholesale inflation rising and pressure on overall inflation and especially consumer purchasing power, I don't see rate cuts by year-end. 😅…

Hello investors, I want to ask you about these stocks if anyone holds or watches them $GLW , $EZPW , $BOOT , $EAT , $DAR , $GRRR , $PLAB , $EROC or if you have any opinion on them :)