AI Earnings Season Is Printing Money — And Retail Is Finally Paying Attention
HPE explodes 21%, PANW hits record highs, and the SpaceX IPO machine is warming up — here's where retail sentiment is actually positioning
Ticker Ratings
| Ticker | Rating | Entry Price | Current | $ Gain | % Gain |
|---|---|---|---|---|---|
| HPE Hewlett Packard Enterprise Co | buy | $54.85 | — | — | — |
| PANW Palo Alto Networks Inc | buy | $287.75 | — | — | — |
| MRVL Marvell Technology, Inc. | buy | $318.76 | — | — | — |
| MSFT MICROSOFT CORP | buy | $438.43 | — | — | — |
| ULTA Ulta Beauty, Inc. | hold | $500.35 | — | — | — |
| BTC Grayscale Bitcoin Mini Trust ETF | sell | $65750.00 | — | — | — |
Let's just say the bears have had a rough May. $HPE dropped a 40% revenue growth quarter driven by AI server demand and watched its stock surge 21% to a record high, adding $13 billion in market cap in a single session. $PANW beat Q3 expectations, raised full-year guidance, and has now ripped 50-60% in May alone. BlackRock's Rick Rieder went on CNBC and said — and we're quoting here — that 20%+ forward earnings growth is something he's genuinely never seen before. The Mag Seven are trading at roughly 26x earnings while delivering 30-40% earnings growth. That's not a bubble. That's a bargain wearing a tech hoodie.
Meanwhile, retail sentiment on YouTube is obsessing over two things: the SpaceX IPO targeting June 12th at a $1.8 trillion valuation with only 5% of shares floated, and the AI IPO wave — Anthropic has confidentially filed with an annualized run rate near $10 billion and projections approaching $50 billion by end of 2025. Goldman's David Solomon basically looked into the camera and said markets are in full greed mode — and then acknowledged that quote would absolutely be clipped. Correct, David.
The only thing growing faster than AI capex right now is the list of analysts scrambling to raise their price targets before the stocks leave them behind.