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VRA Letter: The Innovation Revolution Earnings Surge Continues. Nvidia, the Clear Winner. The Truth About AI. Market Timing Note. Strong Seasonality.

Good Thursday morning. Heads up: I’m scheduled to be on Making Money with Charles Payne in the 2PM ET hour today. Hope you can join us. VRA Market Update After the close we got earnings from 4 mega cap stocks and outside of Me ...

Posted On April 30, 20265 MIN Read
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Good Thursday morning. Heads up: I’m scheduled to be on Making Money with Charles Payne in the 2PM ET hour today. Hope you can join us.

VRA Market Update

After the close we got earnings from 4 mega cap stocks and outside of Meta (a stock we have no interest in owning...down 8%) the numbers were simply sensational, with significant revenue and earnings beats and capex guidance that continues to rerate higher. As crazy as this sounds, in a decade we'll look back at 2026 and realize it was just the 1st inning of this Innovation Revolution. We are that early.  

NVDA is the clear winner...

Microsoft, Alphabet, and Amazon all beat estimates, but the real catalyst was their raised AI capex guidance, collectively signaling more than $600 billion in infrastructure spending for 2026. Alphabet hiked to $180-190 billion, Meta hiked to to $125-145 billion, Microsoft to $190 billion, importantly with strong cloud/AI growth underscoring what continues to be insatiable demand.

As the wo...

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