RJ Hamster
🌟 5 Stocks to Buy in May Before the…
Ticker Reports for May 1st
→ Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company
(From Banyan Hill Publishing)
5 Stocks to Buy in May Before the Next AI Surge Hits
April came to a quick end, with the S&P 500 up by approximately 10% and breaking out to fresh highs. The near-term technicals are very bullish, pointing to additional upside by mid-year, and the 7,500 target may be easily surpassed. The underlying force is AI, and the massive data center build out underway. The fear of AI bubbles bursting has passed, as investors price in what was only a hiccup in the initial surge. The demand boom swamped NVIDIA’s (NASDAQ: NVDA) capacity to supply GPUs; that problem is about to be resolved, and the GPUs sold need to be connected. The takeaway is that NVIDIA’s price surge and the AI boom to date were merely the industry getting ready for what is about to come.
Starbucks: An AI Story in Disguise
Starbucks (NASDAQ: SBUX) is about as far from an AI story as you can get, except that AI underpins modern technology, and CEO Brian Niccol leans hard into tech. Starbucks is looking like a Buy in May because its recent fiscal Q2 2026 results show the Niccol-led turnaround is gaining momentum. The company sustained growth for the fifth quarter, accelerating sequentially and year-over-year, with comps up across the board. More importantly, there is strength in core markets, with the U.S. comp up 7.1%, and a surprise impact on profits.
The company cautioned many times that revenue growth would come first, with profit recovery coming later. The takeaway in May is that increased revenue leverage, driven by comp growth and improved store-level economics, produced an accelerated bottom-line performance and strength is expected to continue. The company raised its guidance, leading analysts to raise targets and the stock price to a new high. The likely outcome is that this stock rises by approximately 10% to about $115 in the near-term, then moves to fresh highs later in the year.
Advanced Micro Devices: It’s Not Just About GPUs
Advanced Micro Devices (NASDAQ: AMD) could be a buy this year because of its GPU outlook. The MI450 launch puts it on par with NVIDIA and will significantly increase GPU availability for the AI industry. Revenue is expected to surge by triple-digits as soon as the 3rd fiscal quarter, and there are other catalysts at hand. Results from Intel reveal demand for CPUs is rising, underpinned by GPU deployment and the shift to inference. The takeaway is that AMD’s upcoming release(s) are likely to show significant strengths not priced into the stock and drive a robust revision cycle.
AMD’s stock price broke to fresh highs in April, showing Herculean strength as it accelerated its advance. The stock price is above fair value, according to analyst consensus, in early April, having risen more than 60% in one month. However, analyst trends suggest at least another 20% upside lies ahead. Assuming the results affirm the potential, analysts will likely increase their price targets to align AMD more closely with NVIDIA’s valuation, which is several hundred basis points higher.
Amkor Pulls Back to Buy Zone
Amkor (NASDAQ: AMKR) is no high-flying name, but it is critical to NVIDIA’s supply chain and is seeing robust growth because of it. The stock price rocketed higher this year, outpacing the bullish sentiment trend by a wide margin and setting up the correction seen in April.
The takeaway in May is that support is strong at the prior highs, the outlook robust, and price targets continue to increase, leading to the $90 range. That represents a 50% upside relative to the critical support target, and it may be reached well before the year’s end. Catalysts for this move include NVIDIA’s results and strengths in other industries, including smartphones, which contributed to the Q1 2026 outperformance.
Credo Technologies: Putting High-Speed Connections on Lockdown
Credo’s (NASDAQ: CRDO) story is that patent disputes are being settled in the company’s favor, establishing it as the owner of critical IP and securing revenue. The IP centers on Active Electric Cables (AECs), which incorporate silicon technology into data delivery cables, improving their performance to AI-capable levels.
The operative factor is the impact on copper cables, enabling longer, thinner wires and cost-effective alternatives to fiber optics for short-distance applications (such as within datacenters). The late-April price pullback have sets up a buying opportunity, as analyst trends are bullish, indicating increased coverage, firming sentiment, and a high likelihood of a fresh all-time high.
Aeluma: A Quantum Play on Datacenters
Aeluma (NASDAQ: ALMU) is a critical AI stock as its compound semiconductor technology focuses on quantum dot lasers and cost-effective, scalable, mass-market production. Quantum dot lasers are critical to AI because they solve the data transmission problem, enabling fast, efficient, tunable, and, most importantly, low-heat solutions.
Catalysts in April included new contracts from government sources funding the conversion from concept to production, which is already underway. Catalysts this year include ramping up production and commercializing technology. Five analysts rate this stock as a Moderate Buy; there is an 80% Buy-side bias, and the price targets are firming, pointing to a 35% upside.
Ad Banyan Hill Publishing
Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company
Ticker Revealed: Pre-IPO Access to “Next Elon Musk” Company👉 Unlock The Ticker Now And Get It Completely Free.
Lilly’s Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent
The $63-billion GLP-1 agonist industry is forecast to triple in the coming decade, so it’s no surprise that pharmaceuticals companies of all sizes are scrambling to get in on the action. For the time being, though, the market is still dominated by two names: Eli Lilly and Co. (NYSE: LLY) and Novo Nordisk A/S (NYSE: NVO).
Between these, Novo Nordisk may have the more recognizable brands in the GLP-1 space, as it is the maker of both Ozempic and Wegovy.
However, Eli Lilly’s recent earnings suggest that it could cement a dominant position that would make it even tougher for competitors in the fast-growing space.
Eli Lilly delivered a Q1 2026 trifecta—earnings beat, raised full-year guidance, and early-April FDA approval of Foundayo, the first oral GLP-1 with no food or water restrictions—widening its lead over Novo Nordisk just as the race for a convenient weight-loss pill heats up.
Digging Into Lilly’s Q1 2026 Results
Strictly on financials, Eli Lilly’s Q1 2026 earnings results already shine. The company saw an impressive 56% year-over-year (YOY) boost to revenue, thanks in large part to $12.8 billion in combined sales of its two main GLP-1 agonists, Mounjaro and Zepbound. Total revenue of nearly $20 billion was about $2 billion above consensus estimates. On earnings, Lilly also thrived. The company reported $8.55 in earnings per share (EPS), 156% above last year’s results in this area and a full $1.58 above analyst expectations.
In terms of overall business developments, the single biggest update from Lilly’s latest report is that the FDA approved Foundayo as the first oral GLP-1 agonist for obesity that can be taken at any time of day and without any restrictions related to food or water. Current oral GLP-1 medications often require patients to take them at specific points of the day, or to wait certain amounts of time before eating after taking the medication.
Foundayo appears to be the latest advancement toward convenience and flexibility in the GLP-1 agonist space. While patients initially had to deal with injections and then moved to oral medications, Foundayo now goes a step further to reduce some of the inconveniences associated with preexisting options. As Eli Lilly continues to roll out the product, with early uptake among the first 20,000 or more patients picking up speed, Foundayo could easily become the GLP-1 agonist of choice.
There’s more to Lilly’s momentum than just its past results and its newest GLP-1, though: the company anticipates continued rapid growth, as reflected by significant increases in guidance. Management raised full-year 2026 revenue guidance by $2 billion at both the low and high ends of the range (previously the company guided for revenue of $80 billion to $83 billion; it now expects $82 billion to $85 billion). EPS guidance also got a $2 boost on both ends of the range, up to forecasts between $35.50 and $37 for the year.
Novo Nordisk’s Uphill Battle
After Eli Lilly’s strong earnings report and promising drug developments, investors will be watching Novo Nordisk carefully when it reports its own Q1 2026 earnings. The Danish firm is working toward its own oral version of Ozempic and is seeking approvals for pediatric use, which would significantly boost its addressable market. It is also in the midst of early trials for LX9851, a non-incretin obesity drug that would be a potential alternative to GLP-1s.
One of Novo Nordisk’s biggest risks, however, is the potential for generics. Canada has recently approved a generic version of Ozempic, which could undermine Novo Nordisk’s pricing power considerably.
Notably, there is an FDA proposal to exclude certain active ingredients in Novo’s products from the mass compounding list. This means that it would become more difficult for companies to create copycats, protecting the firm’s core GLP-1 products.
Despite the major success of Ozempic and Wegovy, analysts are mixed on Novo Nordisk going forward. Only four of 23 have rated NOV shares a Buy, although the stock has 50% upside potential based on a consensus price target of $65.56.
On the other hand, Wall Street is much more optimistic about Eli Lilly: 25 out of 30 ratings are a Buy or equivalent, despite the fact that upside potential for LLY is lower at about 25%. As Foundayo continues to enter the market, investors might watch to see if new price targets suggest more room for growth may be possible.
Ad Behind the Markets
The $1.75T “Backdoor” ticker (NOT Starlink)
The $1.75T “Backdoor” ticker (NOT Starlink)See The Small-Cap Stock Powering The SpaceX Buildout Today
SanDisk Earnings Crush Estimates With 251% Revenue Surge
Sandisk (NASDAQ: SNDK) has been one of the most remarkable stories in the entire market over the past year. Heading into its fiscal Q3 2026 earnings report on April 30, the stock had already surged close to 360% year to date and over 3,300% in the past year. This run made it one of the most extraordinary performers in the entire market over that stretch. And the thesis driving that move has, of course, been AI-related.
The AI data center buildout is creating massive, structural demand for enterprise NAND flash storage, and SanDisk sits at the center of it. For the third consecutive quarter, the results sharply topped estimates as the memory shortage and supply crunch continue.
The Quarter Was Extraordinary
Sandisk’s fiscal Q3 results were, without exaggeration, one of the strongest earnings reports of this earnings season. Revenue came in at $5.95 billion, up 251% year over year and up 97% sequentially.
The results crushed the consensus estimate of $4.55 billion and blew past the high end of management’s own guidance range of $4.4 billion to $4.8 billion. Non-GAAP EPS of $23.41 beat the $14.36 consensus by 63%, up dramatically from $6.20 in the prior quarter and a complete reversal from a small loss in the same quarter a year ago.
The margin story was equally compelling and impressive. GAAP gross margin expanded to 78.4%, up from just 22.5% a year earlier, a 55.9 percentage point improvement in 12 months. Non-GAAP operating margin reached 70.9%, up from 37.5% sequentially. The company ended the quarter with $3.73 billion in cash and a zero-debt balance sheet, having fully repaid its term loan. Management capped the quarter by announcing a $6 billion share buyback authorization.
The segment driving it all was Datacenter. Revenue in that segment surged 233% sequentially and 645% year over year to $1.46 billion, led by TLC products and early readiness for the upcoming QLC Stargate launch. The Edge segment, which includes client and mobile applications, more than doubled sequentially to $3.66 billion, up 295% year over year. Consumer revenue grew 44% year over year to $820 million.
A New Business Model Built for Durability
Beyond the headline numbers, the most strategically significant development from the earnings call was the progress on Sandisk’s New Business Model. The company ended Q3 with three signed multi-year agreements in place, and revealed it has signed two additional agreements in the fiscal fourth quarter. Collectively, these contracts are backed by firm financial commitments from customers, providing revenue visibility and earnings durability that the prior spot-market-driven model could never offer.
Over a third of fiscal 2027 bit supply is already contracted under these arrangements. CEO David Goeckeler described the quarter as a fundamental inflection point, where technology leadership is enabling a deliberate shift toward the highest-value end markets, backed by a model built for structurally higher and more durable earnings power. The numbers make that case without much further argument.
The Guidance Is Equally Impressive
If the Q3 results were exceptional, the Q4 guidance provided was right up there, too. Management guided fiscal Q4 revenue of $7.75 billion to $8.25 billion, against a prior consensus of $6.49 billion. Non-GAAP EPS guidance was $30 to $33 compared to a prior consensus of approximately $22.70. Non-GAAP gross margin guidance of 79% to 81% implied further expansion from Q3’s already elevated levels.
The Selloff and the Technical Setup
Despite all that, the stock fell in after-hours trading following the release. Heading into earnings, SNDK had already priced in significant optimism, hitting a fresh all-time high during the intraday session. After a parabolic run of that magnitude over the prior 12 months, even a report that crushes every metric can trigger profit-taking. Especially in the case of SNDK, which was extended from its medium-term key simple moving averages, and up almost 73% in April.
From a technical perspective, the more interesting question now is what the stock does next. After such an extraordinary run, some digestion and consolidation would be entirely healthy. A period of base-building above the rising 20-day SMA, allowing the stock to work off its overbought condition while the fundamental story continues to develop, could set up a constructive platform for the next leg.
Ad Behind the Markets
The #1 stock to buy BEFORE the June S-1 filing
The #1 stock to buy BEFORE the June S-1 filingGet The SpaceX Infrastructure Stock Name And Ticker Here
| Contact Us
MarketBeat Media, LLC dba TickerReport
345 N Reid Place, Suite 620, Sioux Falls, SD 57103.
