#earnings for the week of May 4, 2026
$PLTR $AMD $SHOP $LITE $COHR $ANET $APP $AFRM $OXY $DVN $GILD $FN $MCK $DOCN $ALSN $CGNX $OUST $ADCT $VNOM $AEP $MPC $GCT $CVE $DVA $AEIS $ABNB $DD $WMB $BUD $EXPE $CF $PSTL $ICHR $DAVE $ADEA $PLOW $WBI $WPM $HSBC $HRTG $RPAY $LFUS $ECG $IPGP $SHC $MATX $NJR $ALGM $MAR $SARO
$PLTR $AMD $SHOP $LITE $COHR $ANET $APP $AFRM $OXY $DVN $GILD $FN $MCK $DOCN $ALSN $CGNX $OUST $ADCT $VNOM $AEP $MPC $GCT $CVE $DVA $AEIS $ABNB $DD $WMB $BUD $EXPE $CF $PSTL $ICHR $DAVE $ADEA $PLOW $WBI $WPM $HSBC $HRTG $RPAY $LFUS $ECG $IPGP $SHC $MATX $NJR $ALGM $MAR $SARO
The AI buildout is a US power-infrastructure trade.
Look at the orange dots are planned data centers.
🇺🇸Northern Virginia, Phoenix, Texas, Georgia, Iowa, Washington.
Every major cluster sits in a gas heavy ISO.
The molecule is chasing the megawatt.
The trade is pipelines, peakers, and PJM transmission rights.
Look at the orange dots are planned data centers.
🇺🇸Northern Virginia, Phoenix, Texas, Georgia, Iowa, Washington.
Every major cluster sits in a gas heavy ISO.
The molecule is chasing the megawatt.
The trade is pipelines, peakers, and PJM transmission rights.
💸 The Fed's balance sheet decreased by $7,469,000,000 in one week!
▪️Market expectations (Fed rate):
- PAUSE until September 2027.
▪️Logan, Fed Chair:
- Supported the rate pause, but opposed the signal that the next step would likely be a rate cut.
- I don't think a rate cut is appropriate now.
- Inflation has remained above target for a long time, and there are doubts about when it will return to 2%.
- The Fed's next move could be either a rate hike or a rate cut.
▪️Bank of America:
- A rate cut is possible only if inflation and the labor market cool down.
- The conflict in the Middle East is affecting expectations for the Fed's Dot Plot.
- The energy factor is becoming a key driver of inflation.
▪️Morgan Stanley:
- The threshold for a rate cut has become higher.
- The Fed is ready to maintain a tight Dot Plot for longer.
▪️J.P. Morgan:
- The voting within the Fed showed an increase in disagreements.
- The wording of the statement has become more neutral.
▪️Charles Schwab:
- The Fed is likely to take a pause for several meetings.
- There's even talk in the market about the risk of tightening.
▪️Market expectations (Fed rate):
- PAUSE until September 2027.
▪️Logan, Fed Chair:
- Supported the rate pause, but opposed the signal that the next step would likely be a rate cut.
- I don't think a rate cut is appropriate now.
- Inflation has remained above target for a long time, and there are doubts about when it will return to 2%.
- The Fed's next move could be either a rate hike or a rate cut.
▪️Bank of America:
- A rate cut is possible only if inflation and the labor market cool down.
- The conflict in the Middle East is affecting expectations for the Fed's Dot Plot.
- The energy factor is becoming a key driver of inflation.
▪️Morgan Stanley:
- The threshold for a rate cut has become higher.
- The Fed is ready to maintain a tight Dot Plot for longer.
▪️J.P. Morgan:
- The voting within the Fed showed an increase in disagreements.
- The wording of the statement has become more neutral.
▪️Charles Schwab:
- The Fed is likely to take a pause for several meetings.
- There's even talk in the market about the risk of tightening.
High-Momentum Leaders: 30 Stocks Showing Expanding 1-Month Relative Strength (>5% ADR)
$MU – Semiconductors
$AMD – Semiconductors
$INTC – Semiconductors
$ARM – Semiconductors
$QCOM – Semiconductors
$SNDK – Computer Hardware
$WDC – Computer Hardware
$MRVL – Semiconductors
$VRT – Electrical Equipment & Power
$BE – Electrical Equipment & Power
$NOK – Communication Equipment
$LITE – Communication Equipment
$CRWV – Software Infrastructure
$DDOG – Software Application
$NBIS – Software Infrastructure
$ALAB – Semiconductors
$CRDO – Semiconductors
$CNC – Healthcare Plans
$AAOI – Communication Equipment
$VIAV – Communication Equipment
$PL – Aerospace & Defense
$AUR – IT Services
$MP – Metals & Mining
$GLXY – Capital Markets (Crypto)
$WULF – Capital Markets (Bitcoin Mining)
$APLD – IT Services / Data Centers
$RIOT – Capital Markets (Bitcoin Mining)
$USAR – Metals & Mining
$UUUU – Uranium
$AXTI – Semiconductor Equipment
$ZETA – Software Infrastructure
$FSLY – Software Application
$NVTS – Semiconductors
$VISN – Communication Equipment
$HUN – Chemicals
$LWLG – Specialty Chemicals / Photonics
$UAMY – Metals & Mining
$CRML – Metals & Mining
$MU – Semiconductors
$AMD – Semiconductors
$INTC – Semiconductors
$ARM – Semiconductors
$QCOM – Semiconductors
$SNDK – Computer Hardware
$WDC – Computer Hardware
$MRVL – Semiconductors
$VRT – Electrical Equipment & Power
$BE – Electrical Equipment & Power
$NOK – Communication Equipment
$LITE – Communication Equipment
$CRWV – Software Infrastructure
$DDOG – Software Application
$NBIS – Software Infrastructure
$ALAB – Semiconductors
$CRDO – Semiconductors
$CNC – Healthcare Plans
$AAOI – Communication Equipment
$VIAV – Communication Equipment
$PL – Aerospace & Defense
$AUR – IT Services
$MP – Metals & Mining
$GLXY – Capital Markets (Crypto)
$WULF – Capital Markets (Bitcoin Mining)
$APLD – IT Services / Data Centers
$RIOT – Capital Markets (Bitcoin Mining)
$USAR – Metals & Mining
$UUUU – Uranium
$AXTI – Semiconductor Equipment
$ZETA – Software Infrastructure
$FSLY – Software Application
$NVTS – Semiconductors
$VISN – Communication Equipment
$HUN – Chemicals
$LWLG – Specialty Chemicals / Photonics
$UAMY – Metals & Mining
$CRML – Metals & Mining
🇨🇭 Global One SI - Prompt
TradingView MCP Bridge github.com/iliaal/tradingview-mcp
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7 GitHub repos replacing $150K+/yr Polymarket trading infra 👇
If you’re serious about prediction markets, this is all you need:
1. Backtesting Engine
github.com/evan-kolberg/prediction-market-backtesting
Simulate Polymarket + Kalshi strategies (Python + Rust)
2. Data Pipeline
github.com/warproxxx/poly_data
Markets, trades, orders → clean CSV datasets
3. Terminal UI (No Risk)
github.com/mneves75/polymarket-analyzer
Explore Polymarket APIs without touching funds
4. AI Trading via Chat
github.com/caiovicentino/polymarket-mcp-server
Let Claude execute trades (demo mode included)
5. On-Chain Orderbook Indexer
github.com/PaulieB14/polymarket-orderbook-substreams
Streams Polygon data → Postgres / ClickHouse
6. BTC 15-Min Trading Bot
github.com/aulekator/Polymarket-BTC-15-Minute-Trading-Bot
Signals from Binance + Coinbase + Fear & Greed Index
7. Market-Making Bot
github.com/warproxxx/poly-maker
Auto liquidity on both sides (Google Sheets control)
Built on top of GitHub — no excuses now.
Bookmark this.
If you’re serious about prediction markets, this is all you need:
1. Backtesting Engine
github.com/evan-kolberg/prediction-market-backtesting
Simulate Polymarket + Kalshi strategies (Python + Rust)
2. Data Pipeline
github.com/warproxxx/poly_data
Markets, trades, orders → clean CSV datasets
3. Terminal UI (No Risk)
github.com/mneves75/polymarket-analyzer
Explore Polymarket APIs without touching funds
4. AI Trading via Chat
github.com/caiovicentino/polymarket-mcp-server
Let Claude execute trades (demo mode included)
5. On-Chain Orderbook Indexer
github.com/PaulieB14/polymarket-orderbook-substreams
Streams Polygon data → Postgres / ClickHouse
6. BTC 15-Min Trading Bot
github.com/aulekator/Polymarket-BTC-15-Minute-Trading-Bot
Signals from Binance + Coinbase + Fear & Greed Index
7. Market-Making Bot
github.com/warproxxx/poly-maker
Auto liquidity on both sides (Google Sheets control)
Built on top of GitHub — no excuses now.
Bookmark this.
✍1
🇨🇭 Global One SI - Prompt
7 GitHub repos replacing $150K+/yr Polymarket trading infra 👇 If you’re serious about prediction markets, this is all you need: 1. Backtesting Engine github.com/evan-kolberg/prediction-market-backtesting Simulate Polymarket + Kalshi strategies (Python +…
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Someone just turned Claude Code into a money-making machine.
It’s called Dexter.
Finds undervalued stocks.
builds full investment thesis.
100% free. open-source.
This isn’t a tool.
it’s your AI analyst.
Most will scroll.
you shouldn’t.
github.com/virattt/dexter
It’s called Dexter.
Finds undervalued stocks.
builds full investment thesis.
100% free. open-source.
This isn’t a tool.
it’s your AI analyst.
Most will scroll.
you shouldn’t.
github.com/virattt/dexter
✍1
🇨🇭 Global One SI - Prompt
$IREN/USD H2 #Indicator #Signal #Trading #GlobalOneAI Globalone.ch #Prompt #AI 📈 Trading Analysis Report 🔍 Summary Insights: • Trend: Range-Bound • Volatility: Medium • Volume: Medium • Market Sentiment: Neutral • Confidence Score: 0.75 🎯 Game Plan: Chart…
IREN $IREN energizes 1.4GW Sweetwater 1 site in Texas, connecting directly to the ERCOT grid.
As the first phase of a 2GW campus, this milestone bypasses industry power constraints to scale AI infrastructure and reduce time to compute for 2026.
As the first phase of a 2GW campus, this milestone bypasses industry power constraints to scale AI infrastructure and reduce time to compute for 2026.
🇨🇭 Global One SI - Prompt
This just unlocked a new level of financial research. You’re no longer searching data… You’re talking to 30 years of market history. With Claude Code + MCP: → 17,000+ stocks → 30 years of financial data → Ask anything in plain English No dashboards. No…
If you're in the crypto markets, you need to use this Claude prompt.
It's one of the most powerful low-hanging fruit prompts that will genuinely change how you research crypto.
It creates a personal crypto research employee that you can run 24/7.
Only takes 5 minutes
It's one of the most powerful low-hanging fruit prompts that will genuinely change how you research crypto.
It creates a personal crypto research employee that you can run 24/7.
Only takes 5 minutes
✍1
🇨🇭 Global One SI - Prompt
If you're in the crypto markets, you need to use this Claude prompt. It's one of the most powerful low-hanging fruit prompts that will genuinely change how you research crypto. It creates a personal crypto research employee that you can run 24/7. Only takes…
Good one! Copy prompt below 💸
---
You are my personal crypto research analyst. Your job is to help me make smarter decisions in [ e.g. DeFi / Layer 1s / memecoins / NFTs / all of crypto ]. I am a [ beginner / intermediate / experienced ] investor with a [ short-term / long-term ] mindset and [ low / medium / high ] risk tolerance.
When I send you a project name, token, or whitepaper, immediately research and deliver:
① What it does — plain English, no jargon
② Tokenomics — supply, distribution, vesting, inflation
③ Team & backers — credibility, track record, red flags
④ Competition — who else does this, and how does it compare
⑤ Bull & bear case — honest upside and downside scenarios
⑥ Risk score — out of 10 with your reasoning
Tailor every analysis to my focus on [ your specific niche or metrics that matter to you ]. Always flag scams, pump-and-dumps, or insider-heavy distributions immediately. Be a skeptic, not a promoter. Format your output clearly so I can skim it fast.
---
You are my personal crypto research analyst. Your job is to help me make smarter decisions in [ e.g. DeFi / Layer 1s / memecoins / NFTs / all of crypto ]. I am a [ beginner / intermediate / experienced ] investor with a [ short-term / long-term ] mindset and [ low / medium / high ] risk tolerance.
When I send you a project name, token, or whitepaper, immediately research and deliver:
① What it does — plain English, no jargon
② Tokenomics — supply, distribution, vesting, inflation
③ Team & backers — credibility, track record, red flags
④ Competition — who else does this, and how does it compare
⑤ Bull & bear case — honest upside and downside scenarios
⑥ Risk score — out of 10 with your reasoning
Tailor every analysis to my focus on [ your specific niche or metrics that matter to you ]. Always flag scams, pump-and-dumps, or insider-heavy distributions immediately. Be a skeptic, not a promoter. Format your output clearly so I can skim it fast.