The first-quarter earnings season for 2026 has been a tale of two AI strategies: those reaping immediate rewards and those asking for more patience (and a lot more cash). While almost every major tech giant beat headline estimates, the market's reaction was sharply divided based on capital expenditure (Capex) forecasts. Here is the breakdown of … Continue reading The Big 4 (Alphabet, Amazon, Meta, Microsoft) Just Reported Earnings: Who Are The Winners?
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[My Trades This Week, 20, 21 & 22 Dec] Tesla LEAPS, Apple PUT & Strategy For 2022
The market started with another huge sell-off on the first day of the week (20 Dec) leading up to Christmas, but on Tuesday and Wednesday (21 & 22 Dec), we are finally showing signs of a Santa Claus rally. These are the trades (captured from my trade logs) that I made this week and I … Continue reading [My Trades This Week, 20, 21 & 22 Dec] Tesla LEAPS, Apple PUT & Strategy For 2022
Learning Investment With Jason Cai 