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- Strong cloud ☁️, soft cheese 🧀
Strong cloud ☁️, soft cheese 🧀
All eyes are on Amazon and the cloud

😎 Market Vibes
Big tech's still flexing, oil’s slipping, and everyone’s watching Amazon like it holds the market’s mood hostage. Microsoft crushed earnings, CVS is slimming down (literally), and Kraft Heinz just barely showed up. Underneath it all, consumer caution and falling crude are flashing warnings — but as long as AI is printing, traders are still leaning in. Let’s break it down.
☁️ Cloudy with a chance of earnings letdowns
📦 Amazon Set to Report — All Eyes on AWS: Amazon drops earnings today, with Wall Street expecting ~$144B in revenue. The spotlight? AWS. Growth has cooled in recent quarters, and if cloud disappoints again, bulls might start unplugging their optimism.
💻 Microsoft Delivers Strong Q1 Amid AI Surge: Microsoft reported Q1 2025 revenue of $70.1 billion, a 13% year-over-year increase, surpassing expectations. Net income rose 18% to $25.8 billion. The growth was driven by a 22% increase in Azure cloud services revenue, fueled by robust demand for AI-powered solutions.
💊 CVS Rallies on Wegovy Win and Earnings Beat: CVS popped nearly 10% after smashing Q1 estimates with $94.6B in revenue and a clean $2.25 EPS. The kicker? Medicare Advantage gains and a fresh deal to push weight-loss juggernaut Wegovy from Novo Nordisk. Profits up, prescriptions slimmer — not bad for a pharmacy chain turned healthcare conglomerate.
🛢️ Crude Drops Below $60: WTI crude oil prices have fallen to about $58, with demand worries outweighing supply risk. Energy stocks are lagging while airlines get a tailwind. Cheaper oil sounds good — until you remember why it’s falling.
🧀 Kraft Heinz Hits the Bare Minimum: Kraft Heinz landed right on target with 59 cents EPS — not thrilling, not a disaster. Revenue held up, but margins are still getting squeezed by high input costs and picky consumers. Apparently, $6 squeeze cheese isn’t flying off shelves like it used to.
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💸 Trade Talk
Big tech is trying to carry the market again — but cracks are widening under the surface. Amazon’s report could swing the mood hard, while oil and consumer staples are telling a different story. There’s strength, but it’s narrow. And getting narrower.
🧠 Big Brain Energy
Azure’s 22% growth shows AI’s making real money — at least for Microsoft.
While everyone else is still pitching “transformative” roadmaps, Satya’s already booking revenue. That’s the difference between a hype train and a shipping product.
🧨The Outrage Meter
Kraft Heinz thinks flat earnings are good enough.
Margins squeezed? Consumers tapped out? Let’s just hit the number and call it a win. Meanwhile, shelf-stable cheese is turning into a luxury item. If they raise prices again, it might come with a credit check.
🤔What Do You Think?
We’re always leveling up the vibes — what do you want more of? |
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Simple platform points to where the SPY would move this week
I’m not trying to toot my own horn or anything like that… But Matt and I might have just created the most innovative day trading system for the SPY out there. How many can tell – with near 100% precision – the SPYs exact move for the day? But just this week alone, Alpha Zone Pro has successfully pointed us to the exact direction the SPY was going to move. And those who follow my work know that I issued those alerts in my private telegram channel LIVE. See for yourself.
✌️ Thanks for vibing with us. Stay caffeinated, stay cynical, and don’t mistake a cloud stock rally for a healthy market. Catch you in the chaos tomorrow. 🚀
⚠️ WARNING: Market data is subject to rapid change. Verify current information before making trading decisions.
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