Ideas
CPU shortage drives Intel and AMD.
CPU shortage is replacing memory shortage as the focus. Intel has visibly changed, and Meta discussed extending CPU usable life because memory is expensive, making Intel CPUs more important; both Intel and AMD rose as a result.
Bloom Energy is data-center power pick.
Data-center power demand is still early, and the speaker repeatedly calls Bloom Energy the top data-center power pick. Bloom Energy surged 27-30%, says it can add hundreds of MW of production capacity per quarter, and benefits from on-site generation needs as AI inference grows.
Data-center demand lifts optical communication stocks.
Optical communication names such as AAOI and Lumentum are rallying as data centers continue heavy consumption. The speaker says this confirms data-center demand remains strong, making optical communications a developing beneficiary setup.
Alphabet leads Big Tech on AI monetization.
Alphabet was the standout of Big Tech earnings: cloud revenue grew more than 60%, EPS far exceeded expectations, Gemini paid subscriptions reached 350 million, enterprise Gemini and token usage rose sharply, and Waymo reached 500k weekly autonomous rides. The speaker sees no flaw in Alphabet and says it is winning the AI cloud race against Amazon and Microsoft.
Broadcom gains from Google TPU sales.
Broadcom is rising because Google's TPU sales are strong, and the speaker says Broadcom continues to benefit from that Google custom-chip momentum.
AI data-center infrastructure cycle remains early.
Big Tech continues to spend heavily on AI capex while software monetization takes time, so the money keeps flowing to semiconductors and AI data-center infrastructure. The speaker says the AI data-center infrastructure cycle is still in its early stage and remains a key beneficiary theme.
Oil stays elevated on Iran blockade risk.
Oil rose to around $108 and is likely to stay elevated because of US-Iran tensions, Trump's long-blockade strategy, naval pressure, and the need to refill strategic reserves after releases. Even if a deal comes, refilling reserves should support prices, so the speaker expects oil to remain in an uncomfortable high range.
US yields rise as cuts delayed.
Powell said he will remain a Fed governor, inflation is already high and energy prices are adding pressure, and the Fed removed its 'remains' language. The speaker says this makes rate cuts much harder and rate-hike odds are rising, so Treasury yields should move higher.
Amazon cloud and AI chips growing well.
Amazon reported solid growth: AWS grew 28% YoY, EPS beat, capex was maintained, its AI chip business including Trainium and CPU offerings is gaining traction, and Leo satellite internet is expanding into aviation. Although the after-hours stock was weak, the speaker personally judges Amazon is growing well.
Meta capex lacks clear AI monetization.
Meta raised capex from 125 to 145 while advertising and AI monetization have not visibly improved. The market dislikes heavy spending without clear growth proof, and the speaker says Meta lacks a clear AI growth strategy, so the stock is falling and remains unattractive.
Microsoft AI monetization still not convincing.
Microsoft's results were decent but not enough: EPS only modestly beat, cloud growth around 39% was good but not explosive, and AI monetization remains unclear. The speaker says it is still in a spending phase and the stock is adjusting, making it less attractive than Alphabet.
Celestica earnings clean; pullback is opportunity.
Celestica pulled back and rebounded 4%; the speaker says there was nothing to fault in its earnings, so this kind of name looks like an opportunity now.
Crypto weakness pressures Robinhood and SoFi.
Robinhood fell 13% after not raising guidance, and SoFi is similarly pressured because both have high crypto-market exposure. The speaker says these stocks cannot rise unless the crypto market improves, so they are unattractive while crypto remains weak.
This 3PRO TV (삼프로TV) video, published April 29, 2026,
features Park Myung-seok
discussing INTC, AMD, BE, AAOI, LITE, GOOGL, AVGO, SMH, WTI, US Treasury yields, AMZN, META, MSFT, CLS, HOOD, SOFI.
13 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Park Myung-seok
· Tickers:
INTC,
AMD,
BE,
AAOI,
LITE,
GOOGL,
AVGO,
SMH,
WTI,
US Treasury yields,
AMZN,
META,
MSFT,
CLS,
HOOD,
SOFI
