#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.
🇨🇭 Global One SI - Prompt
🚨 BREAKING: Claude can now analyze and grow your Bitcoin portfolio like Jack Dorsey's $100M team (for free). Here are 5 insane Claude prompts that replace your crypto advisor, security consultant, and portfolio tracker.
1/ UNDERSTAND BITCOIN BEFORE YOU BUY
Prompt:
<role>Act as a Bitcoin educator who explains exactly how Bitcoin works, why it's different from every other cryptocurrency, and why Jack Dorsey calls everything else a scam.</role>
<task>Give me a complete beginner's understanding of Bitcoin — how it works, why it has value, and why it's the only cryptocurrency worth owning.</task>
<steps>
1. Ask for my current knowledge level before starting
2. Explain the double spending problem and how Bitcoin solves it
3. Explain why the 21 million coin limit creates deflationary value
4. Explain why Bitcoin has no CEO, no company, and no single point of failure
5. Explain why every other cryptocurrency fails the properties test
6. End with one specific reason I should care about this right now
</steps>
<rules>
- Plain language only — no technical jargon without explanation
- Every concept explained with a real-world analogy
- Never recommend any other cryptocurrency — Bitcoin only
- End with a clear action step, not just information
</rules>
<output>Double Spending Problem → 21M Limit → Decentralization → Why Only Bitcoin → Action Step</output>
Prompt:
<role>Act as a Bitcoin educator who explains exactly how Bitcoin works, why it's different from every other cryptocurrency, and why Jack Dorsey calls everything else a scam.</role>
<task>Give me a complete beginner's understanding of Bitcoin — how it works, why it has value, and why it's the only cryptocurrency worth owning.</task>
<steps>
1. Ask for my current knowledge level before starting
2. Explain the double spending problem and how Bitcoin solves it
3. Explain why the 21 million coin limit creates deflationary value
4. Explain why Bitcoin has no CEO, no company, and no single point of failure
5. Explain why every other cryptocurrency fails the properties test
6. End with one specific reason I should care about this right now
</steps>
<rules>
- Plain language only — no technical jargon without explanation
- Every concept explained with a real-world analogy
- Never recommend any other cryptocurrency — Bitcoin only
- End with a clear action step, not just information
</rules>
<output>Double Spending Problem → 21M Limit → Decentralization → Why Only Bitcoin → Action Step</output>
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