美股OK哥搬运号

As a contractor focused on earthworks and foundation construction, $STRL had a pretty flat performance in the early stock market. However, this situation saw a crucial turning point in 2022. The company successfully landed construction orders from data centers of Google, Amazon, and Meta, quickly becoming the go-to foundation engineering partner for these tech giants.

With this business expansion, $STRL successfully tapped into the core trend of the AI industry explosion, reaping massive growth dividends. Over the past 4 years, the company's stock price has experienced an astonishing 36-fold leap, completely outperforming all traditional infrastructure industry competitors.

According to the latest disclosed financial data, all performance indicators have significantly exceeded external expectations, and the current backlog of orders extends all the way into 2027 and beyond.

This case vividly illustrates a key principle: in many instances, making the right choices is often more important than just grinding away. Being able to keenly grasp trends and hop on the right wave of the times is crucial for achieving leaps in growth.

While the earnings calendar for U.S. stocks in the week of May 11 might seem a bit subdued compared to last week's blockbuster releases, there are still plenty of highlights to look forward to. This includes unique stablecoin projects, major Chinese concept stocks, and several highly sought-after meme stocks. Here’s my core earnings calendar that I’ll be closely monitoring this week.

On Monday, May 11, during pre-market trading, we’ll see earnings from a few companies across different sectors. First up is the standout in the stablecoin space, $CRCL (Circle). Additionally, we have $CEG (Constellation) from the resource and mining sector, gold mining company $B (Barrick Gold), and agri-tech player $MOS (Mosaic) set to report. After the market closes on Monday, the spotlight will shift to some highly talked-about stocks. The quantum computing field will feature the meme stock $RGTI (Rigetti) and the buzzworthy $QUBT (Quantum Computing). At the same time, hydrogen energy storage company $PLUG (Plug Power), satellite communication-focused small rocket stock $ASTS (AST SpaceMobile), Bitcoin mining firm $MARA (Marathon Digital), and the popular consumer healthcare platform $HIMS (Hims & Hers) will also release their earnings.

On Tuesday, May 12, during pre-market, the performance of Chinese e-commerce giant $JD (JD.com) is undoubtedly the main event. Another quantum computing meme company, $QBTS (D-Wave), and popular online brokerage stock $ETOR (Etoro) will also make appearances. After the close on Tuesday, we’ll see some of the most resilient and hardcore AI themes hitting the market. The currently hot AI nuclear power concept stock $OKLO (Oklo) will disclose its earnings, followed closely by the highly elastic AI security stock $EVLV (Evolv). Additionally, space sector meme aerospace defense stock $KRMN (Karman) is also worth noting.

On Wednesday, May 13, during pre-market, another heavyweight Chinese giant, $BABA (Alibaba), will present its results. Joining them will be meme stock $NBIS (Nebius Group) from the AI computing cloud space, SaaS platform $WIX (Wix) focused on AI website building, and $DT (Dynatrace) handling enterprise AI computing operations. The post-market session that day is equally exciting, with industry giant $CSCO (Cisco) showcasing its achievements in AI data centers and network infrastructure. High-volatility growth company $ENVX (Enovix), specializing in next-gen energy storage batteries, and U.S. rare earth firm $USAR (USA Rare Earth) will also release their latest earnings.

On Thursday, May 14, during pre-market, the market will welcome the new RWA crypto player $ONDS (Ondas), global consumer finance leader $KLAR (Klarna), and commercial lunar leader $LUNR (Intuitive Machines), involved in NASA's Artemis program. The post-market earnings on Thursday are also packed with highlights. Latin American digital bank and fintech meme stock $NU (Nubank), phenomenon AI collaborative design product $FIG (Figma), the world's second-largest semiconductor equipment manufacturer $AMAT (Applied Materials), and the high-profile alternative streaming platform $RUM (Rumble) will all make their appearances.

By Friday, May 15, the pre-market earnings are primarily concentrated in the consumer and travel sectors, including hotel consumer stock $HL (Huazhu Group) and travel sector stock $ALK (Alaska Airlines).

With such a rich lineup of earnings this week, which stock are you planning to call?

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When we dive into the data of the US stock market over the past decade, we notice a standout list of stocks in May. Among these, two tickers have achieved a 100% win rate on price increases: $CTAS, which specializes in corporate logistics outsourcing, and $BR, focused on backend systems in the financial sector.

Aside from these two companies, stocks with a 90% probability of price increases in May are mainly concentrated in the recently hot semiconductor sector, including popular tickers like $AVGO, $AMAT, $MU, $ADI, and $ON.

Overall, considering the compounded effects of Trump’s visit to China, the stock market in May might continue to show a delightful upward momentum.

For those keeping an eye on the capital markets, tomorrow's morning session will present a golden opportunity for value plays in the Japanese and Korean stock markets.

Are you ready for the new wave of earnings season for US stocks? Starting next week on May 4th, the market will be hit with an intense barrage of earnings reports. Many industry highlights are set to make their debut, covering sectors like AMD, the optical communications sector, data centers, small rocket technology, quantum computing, and the buzzing crypto space. Here’s the earnings schedule I’ve compiled for you to keep an eye on.

On Monday, May 4th, during pre-market hours, the market will digest the earnings report from $BRK Berkshire Hathaway, which primarily includes insurance and diversified businesses. After the market closes that day, a slew of popular companies will release their earnings, including $PLTR Palantir, deep in big data and AI, semiconductor firm $ON onsemi, educational tech platform $DUOL Duolingo, and social media giant $PINS Pinterest.

Moving to Tuesday, May 5th, the pre-market focus will be on e-commerce SaaS giant $SHOP Shopify, payment tech company $PYPL PayPal, and pharmaceutical industry player $PFE Pfizer. The post-market session that day is the real highlight, with $AMD AMD from the AI and semiconductor space and $SMCI Super Micro Electronics, which provides AI servers, reporting their earnings. Also on deck are networking and AI firm $ANET Arista Networks, high-speed connectivity and AI company $ALAB Astera Labs, and optical communications company $LITE Lumentum. Additionally, Bitcoin-related stock $MSTR MicroStrategy, AI healthcare and precision medicine platform $TEM Tempus AI, semiconductor company $NVTS Navitas Semiconductor, and mining stock $SWN Southwestern Energy will also unveil their results after hours.

Wednesday, May 6th, has an exciting pre-market lineup with entertainment media giant $DIS Disney, biopharmaceutical and weight-loss drug leader $NVO Novo Nordisk, crypto mining company $HUT Hut 8, and ride-sharing platform $UBER Uber taking the stage first. In the post-market session that day, we will focus on laser and optical device manufacturer $COHR Coherent, quantum computing company $IONQ IonQ, semiconductor IP and AI powerhouse $ARM Arm, mobile advertising and AI firm $APP AppLovin, edge computing and CDN service provider $FSLY Fastly, and social media platform $SNAP Snap.

On Thursday, May 7th, the pre-market earnings reports will come from private equity firm $BLK Blackstone Group, cloud monitoring and AI service provider $DDOG Datadog, and restaurant chain $MCD McDonald's. Moving into post-market, functional beverage brand $CELH Celsius, cloud computing and renewable energy company $IREN Iris Energy, crypto trading platform $COIN Coinbase, real estate tech firm $OPEN Opendoor, and consumer finance platform $AFRM Affirm will all make their appearances. Additionally, voice AI company $SOUN SoundHound AI and rocket launch company $RKLB Rocket Lab will also release their latest earnings during this time.

On Friday, May 8th, the pre-market will wrap up the week's key earnings releases with restaurant chain $WEN Wendy's and crypto mining company $WULF TeraWulf.

With such a packed earnings schedule, I wonder which calls you all have picked for your positioning?

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Hello, fellow investors! I'm here to share the latest hot pick from Seeking Alpha, $CRDO, that just dropped in May. To make it easier to digest, I've systematically laid out the core logic behind buying into this company.

From a macro perspective, Credo is heavily invested in the current buzz around AI infrastructure, with its main focus on providing high-speed connectivity solutions for data centers. Notably, the company has just completed a significant acquisition, which effectively bolsters its comprehensive strength in the optical chip tech space.

Analyzing from the financial metrics and valuation standpoint, this stock is currently showing immense investment appeal. The company's PEG ratio is just 0.45, reflecting a staggering 69% discount compared to the overall industry level, clearly indicating a substantial advantage in valuation. Meanwhile, its performance growth momentum is exceptionally rapid, delivering an impressive 130% revenue growth and an EBITDA growth spiking to 315%. This robust performance far exceeds that of its industry rivals. Based on these stellar financials, the market is continuously raising its profit rating for the company.

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As we step into May, it’s hard not to think of that classic Wall Street saying: Sell in May and go away until Halloween Day. The underlying strategy here is to suggest that traders clear their positions in May and then patiently wait to re-enter the market until the end of October.

To be thorough, I specifically back-tested relevant historical data. The results show that this rule had a solid accuracy rate before 2015, but it lost its effectiveness afterward. Let’s take a closer look at the market performance from May to October during Trump’s presidency. The specific figures are: a +8% increase in 2017, +2.3% in 2018, +3.2% in 2019, a whopping +12.28% rise in 2020, and an impressive +23% jump recorded in 2025. Moreover, even during the four years of Biden's administration, there was only one year where the market saw a downturn.

Overall, it’s clear that the once-famous seasonal curse has lost its potency. In the current market environment, if you're looking for a more reliable trading strategy, it might be more realistic to say: Sell in August and go away until Halloween Day.

Boosted by the latest stellar financial data, $BE is absolutely crushing it today with a 24% spike in price. Bloom Energy, a company focused on fuel cells, has perfectly tapped into the opportunity to power AI data centers. Riding this wave of growth, the company's stock has astonishingly skyrocketed 20x over the past year.

In this capital feast, a standout figure is a genius young trader named Leopold Aschenbrenner. This young gun, who was once let go by OpenAI, quickly pivoted to the hedge fund space and pulled off an industry miracle, expanding a fund from $225 million to $5.5 billion in just a year. Back in early 2025, he had already gone heavy on this stock, and to date, this investment has netted him an impressive $2 billion in unrealized gains.

Besides the aforementioned stock, he has also made significant plays in the following assets: $CORZ, $IREN, $SNDK, $APLD, $CRWV, $CIFR, $TSEM. With the deep industry background he gained at OpenAI, his expertise and keen instincts in AI infrastructure are truly hard to beat.

During this May Day holiday, the annual highly-anticipated Berkshire pilgrimage is kicking off again.

Although Buffett has previously announced his retirement and stated that he will only be in the audience this year, perhaps out of concern for diminishing participation enthusiasm, his face still graces the tickets, accompanied by the slogan 'the legend continues.'

Interestingly, the entry tickets also feature a special note that reads 'new for 2026': CLEAR BAG POLICY IN EFFECT.

The official interpretation of this phrase should be '2026 new rule: only transparent bags allowed for entry.' However, this English note seems to carry a deeper meaning upon further reflection, almost like a clever double entendre, subtly hinting to everyone to 'liquidate.'

Discussing the potential for the US stock market to continue its bullish trend this year

Recently, the RSI indicator for the S&P index has seen a significant leap, shooting up from 30 to 70 in just a month. From an investment perspective, this signals a rapid shift in market sentiment from oversold territory to overbought conditions.

According to data from the Schaeffer agency, similar situations have occurred 13 times throughout the long history of the US stock market. It's noteworthy that out of these 13 unique instances, 5 directly led to the market hitting all-time highs.

If we further analyze the subsequent performance of these 13 historical movements, we find the overall bullish win rate to be quite impressive. Specifically, within one month following such events, the probability of the market recording gains is as high as 92%. When we extend the time frame to three months, the likelihood of maintaining an upward trend drops slightly to 85%. Observing six months later, the probability of increases again reaches 92%. Even over a 12-month cycle, the stock market's ability to sustain its upward momentum remains steady at 85%.

After understanding this detailed historical backtesting data, have your concerns about the future market eased significantly?

Hey traders, here’s the latest hype leaderboard for Reddit discussions on US stocks as of April 22. Reddit has always been seen as a key indicator for retail investors, similar to how 东方财富股吧 operates in China. Today, the spotlight is on car rental service provider Avis $CAR, which pulled off an epic short squeeze with a staggering 10x increase, catapulting it to the second spot on the hype chart, perfectly mirroring the wild frenzy we saw with GME back in the day.

Here are the top twenty discussions by hype:

1. S&P 500 ETF $SPY, mentioned 766 times
2. Avis $CAR, mentioned 424 times
3. Microsoft $MSFT, mentioned 188 times
4. UnitedHealth $UNH, mentioned 164 times
5. DTE Energy $DTE, mentioned 134 times
6. AMD $AMD, mentioned 130 times
7. NVIDIA $NVDA, mentioned 127 times
8. Nasdaq 100 ETF $QQQ, mentioned 123 times
9. Tesla $TSLA, mentioned 116 times
10. Vanguard S&P 500 ETF $VOO, mentioned 106 times
11. AST SpaceMobile $ASTS, mentioned 105 times
12. JD.com $JD, mentioned 81 times
13. POET Technologies $POET, mentioned 81 times
14. Antero Midstream $AM, mentioned 76 times
15. Amazon $AMZN, mentioned 72 times
16. United States Oil Fund $USO, mentioned 67 times
17. Reddit $RDDT, mentioned 55 times
18. Hims & Hers $HIMS, mentioned 54 times
19. Netflix $NFLX, mentioned 53 times
20. Beyond Meat $BYND, mentioned 52 times

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Yesterday, Goldman Sachs released its latest research report, once again directing the market's attention to the PCB/CCL sector. As a firm believer in this industry, the Goldman Sachs team emphasized that the future potential of this track in the vast field of artificial intelligence infrastructure has even overshadowed the previously popular optical modules.

Changes in the fundamentals also confirm this view. Related products have just experienced a price increase of 10% to 40% in April, and it is expected that prices will continue to rise in the second half of this year.

Looking at the current U.S. stock market, the number of targets in this sub-sector is not particularly large. For those who want to follow up and understand, there are two types of companies to focus on. First are the leading companies with the purest business, mainly covering $TTMI and $ROG. Secondly, some companies with relevant business lines are also worth observing, specifically including $SANM, $BHE, $PLXS, $JBL, $FLEX, and $CLS. If you have time, it might be a good idea to pay more attention to the market performance of these companies.

Get ready for the main event of the U.S. stock market! Starting April 20, the highly anticipated earnings super week is about to kick off. This will be led by giants such as Tesla, Boeing, and Intel, and I will outline the companies I personally plan to focus on.

Monday, April 20

In the pre-market phase, the basic materials and steel sector's $CLF Cliffs is worth our priority attention.

Tuesday, April 21

The pre-market session will welcome several heavyweight companies, including $UNH UnitedHealth in the medical health and insurance sector, industrial and aerospace giant $GE GE Aerospace, and $RTX RTX, which also belongs to the industrial, aerospace, and defense sectors. Additionally, diversified industrial group $MMM 3M, consumer and residential construction company $DHI D.R. Horton, and medical health companies focused on life sciences and diagnostics like $DHR Danaher will also announce their earnings.

After the market closes, the focus will shift to medical health field's surgical robot company $ISRG Intuitive Surgical. At the same time, in the industrial and aerospace sector, $UAL United Airlines, credit card and retail bank in the finance sector $COF Capital One, and online brokerage $IBKR Interactive Brokers, along with energy natural gas exploration and production company $EQT EQT will all release their latest earnings reports.

Wednesday, April 23

Before the market opens, technology data center infrastructure company $VRT Vertiv and industrial energy equipment company $GEV GE Vernova will release their earnings first. Following that will be industrial, aerospace, and defense sector's $BA Boeing, telecommunications service and telecom giant $T AT&T, and financial derivatives exchange $CME CME Group.

The post-market is equally exciting, with technology, electric vehicles, and robotics leader $TSLA Tesla being the absolute focal point. Following closely are technology and enterprise cloud software company $NOW ServiceNow, information technology services and hardware veteran $IBM IBM, and semiconductor equipment company $LRCX Lam Research and semiconductor and analog chip manufacturer $TXN Texas Instruments.

Thursday, April 24

The pre-market highlights include technology and telecom equipment supplier $NOK Nokia, financial payment service and credit card giant $AXP American Express, and industrial aviation sector's $AAL American Airlines.

In the post-market session, technology and semiconductor industry $INTC Intel will make a significant appearance. Also releasing earnings will be basic materials and gold mining company $NEM Newmont, energy oilfield services company $BKR Baker Hughes, and another technology semiconductor manufacturer $STM STMicroelectronics.

Friday, April 25

On the pre-market of the last trading day of the week, we will see the performance of consumer staples, household, and personal care giant $PG Procter & Gamble. Additionally, communication services, cable, and broadband company $CHTR Charter Communications and financial company $WU Western Union, which mainly focuses on cross-border remittance services, will also submit their reports.

I would like to remind everyone that the market conditions in the week after next will be even more intense, so please be prepared for significant volatility.

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The market's expectations for Netflix seem to be somewhat overly harsh at the moment. Although the latest financial report presented excellent data with a double beat, this has already become a given in the eyes of investors, and what truly triggers intense market concerns is the disappointing future guidance and the departure of the founder.

There is another significant reason behind this situation that cannot be ignored. Just a few days ago, the trading volume of call options for $NFLX saw an astonishing surge, with many retail investors betting heavily on the company's ability to achieve both a beat and a raise. However, the excessively high psychological expectations ultimately led this group of investors to suffer passive losses, which directly amplified the downward pressure on the stock price.

Looking back at Netflix's earlier years when it was not yet large enough, even a slight beat in financial report data could drive the stock price up strongly, and many people reaped considerable rewards from it. However, observing that the stock has declined after the last four earnings releases sends us a clear signal: when a company grows to such a large scale, forward-looking earnings guidance has become more decisive than merely beating the performance of a single quarter.

As the S&P index makes a beautiful V-shaped reversal and hits a new historical high, now is the best time to organize and update the benefits of opening accounts with US stock brokers, practical tool links, and a comprehensive list of invitation codes. This guide will continue to be updated until 2026, and it also provides you with free account opening appointment channels for Standard Chartered Bank and HSBC.

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Recently, the latest trading actions of well-known investor Duan Yongping have once again attracted everyone's attention. Knowing that such an industry bigwig is backing with funds, the enthusiasm of retail investors seems to have been significantly stimulated. In fact, since he began to be optimistic and go long, the stock price of Pop Mart has successfully reversed its decline, not only completing its bottoming but also currently rebounding by 14%.

This time, Duan Yongping still adopted his signature trading strategy similar to that of an insurance company, which is to sell put options. The specific setup of this plan is to set the exercise price at 150 and prepare 6 billion in funds as a backing for taking over.

According to the operational logic of this strategy, as long as the stock price of Pop Mart does not fall or continues to rise in the future, he can steadily earn the option premium, and this operation's annualized return can reach over 20%. Conversely, if the stock price falls below the 150 mark in the future, he will use that backing fund to directly buy the stock to complete the acquisition.

The enthusiasm and strength of the public for stock trading is indeed astonishing. Recently, Hynix's impressive performance in the market is a perfect testament to this. Currently, Hynix's stock price has risen again and reached a new historical high.

At the same time, Bank of America has just upgraded the company's target price from the previous 1,400,000 to 1,600,000 in its recent market assessment. This adjustment sends a clear signal to investors, indicating that institutions believe the stock still has up to 50% upside potential in the future.

In addition to its strong performance in the capital market, the treatment of employees within the company is also noteworthy. There are rumors that Hynix's performance bonuses for next year will be very generous, and if converted, the amount per person is expected to reach 6,000,000 RMB.

Recently, the Dallas Federal Reserve published a research paper titled "The Impact of the 2026 Iran War on U.S. Inflation," in which the predictive model constructed reveals the possible trends in the oil market. The model indicates that if the closure of the Strait of Hormuz continues until April to May, WTI oil prices are expected to reach 110. If the blockade lasts until August, this price will soar to 132. And if the strait remains closed until November, oil prices will further rise to a high of 167.

From a political perspective, 100 is undoubtedly the threshold most sensitive to WTI oil prices for Trump. As long as oil prices cross this threshold, TACO must inevitably cool down. The reason is that soaring energy costs will severely impact the daily livelihoods of American blue-collar workers and farmers, and this group of voters happens to be the Republican Party's most solid base. Against the backdrop of having to consider the midterm election situation, the current situation has become very clear: there is indeed not much time left for Trump to respond and break the deadlock.

Trump has recently begun to establish a joint escort alliance in the Strait area. In fact, as early as 1987, during an interview with ABC, he raised a question: since the United States provides escort services for oil exports in the Persian Gulf, why doesn't Saudi Arabia pay for this?

If this business model of charging for escort services really takes off, we can roughly calculate the economic impact.

First, there's the basic escort plan, which is mainly composed of destroyers. The daily operating cost of this model is about 1.6 million u. If we reference the data of 55 tankers passing daily before the outbreak of conflict, as long as we charge each ship 30,000 u as a toll, we can achieve a balance of income and expenditure.

Secondly, there's the top-tier escort plan that includes an aircraft carrier group. The average daily cost of this configuration can reach up to 80 million u. Similarly, based on 55 tankers daily, each ship would need to pay 1.45 million u to break even.

However, regardless of which of the above plans is chosen, they all seem more cost-effective compared to Iran's asking price of 2 million u per ship.

From a business logic perspective, the initial investment of massive funds to start a business is clearly not economical. Therefore, bringing in partners to share costs becomes the optimal solution. In this structure, other members contribute money and effort, while the U.S. holds the position of the major shareholder. This is also the reason why the joint escort operation naturally emerged.

Objectively speaking, deploying a top-tier escort group often means that the regional situation is highly tense, which may deter merchant ships from passing through. In contrast, the basic escort plan conveys a signal of relative stability, making it more likely to evolve into a normalized operational mode.

If we take normalized operations as a premise and set a gross profit margin of 50%, the charging standard for a single tanker can be set at 60,000 u. Calculating this way, it could generate a net profit of 1.6 million u daily.

More crucially, this new charge would have a minimal impact on global crude oil prices. After analysis and calculation, the cost per barrel of crude oil would only increase by a maximum of 0.3 u, which is essentially negligible.

This also means that the strategy would not violate Trump's public commitment to stabilize oil prices.

Such a brilliant plan that combines fame and fortune is indeed astonishing; perhaps he himself is currently considering it this way.

The PCE data for February announced today can be described as uneventful; fortunately, it hasn't brought greater pressure to the current situation. However, we must now shift our core focus to the more critical inflation data for March. It is particularly important to note whether the rising oil prices, following Trump's previous risky moves, will actually be transmitted to the overall inflation level. As for the exact answer to this, let's look forward to the data reveal at 8:30 PM tomorrow.