BraVoCycles
BraVoCycles
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BraVoCycles

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Editor of Market Twists & Turns — delivering unmatched stock, crypto, commodities, and forex analysis using a unique blend of Cycles, Cycle Price Projections, Elliott Wave Theory, plus technical & sentiment tools. With 30 years in financial markets, I help you anticipate turns, ride waves, and stay ahead of the crowd. Subscribe for real-time analysis and insights. Not a financial advisor.

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Joined on 25th February 2026

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BraVoCycles
Public Post

Quick Summary of AMZN, GOOGL, META, and MSFT Earning Releases

Alphabet (GOOGL)Strong beat on both top and bottom lines.
Revenue ~$109.9B (beat estimates), driven by resilient advertising and accelerating Google Cloud growth.
Heavy AI spending continued (capex guidance significantly higher).

Amazon (AMZN)Solid beat: Revenue ~$181.5B, EPS $2.78 (well above ~$1.62 consensus).
AWS growth remained robust with strong AI infrastructure demand, though margins and capex were key focus areas.

Meta Platforms (META)Big beat: Revenue $56.3B, EPS $10.44 (vs ~$8.15 expected).
Advertising business very strong, but raised full-year capex guidance sharply due to AI infrastructure buildout.

Microsoft (MSFT)Beat expectations with solid Azure and Cloud growth.
AI-related demand (Copilot, Azure AI) was a major positive, though capex remains elevated.

Overall Theme: All four companies posted strong beats, driven by resilient advertising and accelerating AI/Cloud demand. However, massive AI-related capex remains the do

... see more
BraVoCycles
Public Post

BoJ and USDJPY

BOJ holds rates at 0.75% (6-3 split).

- 3 members pushed for a hike.

- Core inflation forecast raised to 2.8%, growth cut to 0.5%.

- Ueda stays cautious, hawkish undertone.

- Yen jumps, then fades. Nikkei -1%.

- Markets eye June hike.

- Hawkish hold puts pressure on yen.


USDJPY is approaching our target, it should be a nice short opportunity.


BoJ and USDJPY
BraVoCycles
Public Post

Semiconductor's Valuations

  • Semiconductor's market cap has never been so extended, fwiw.
  • It is twice of the one at the 2000 dot-com peak. It will come down eventually, the question is of precise timing. See my SMH cycle chart posted a few days ago.


Semiconductor's Valuations
BraVoCycles
Public Post

Sell in May and Go Away

  • Retire "Sell in May and Go Away?" I am not so sure, especially not this year
  • Maybe shift May to June?


Sell in May and Go Away