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📈Hyperscalers Fueling an AI Boom!

Market Analysis & Watchlist 2.9.26

Andrew O'Connell, CFA, FRM's avatar
Andrew O'Connell, CFA, FRM
Feb 10, 2026
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Hey Gang,

Hyperscaler earnings reports last week made one thing crystal clear; Capex spending on AI infrastructure is INCREASING from already historic levels! Let’s take a look at today’s market reaction. HAGE🍻

-Andrew

💻Inside a Pristine Research Note!

💻Inside a Pristine Research Note!

Andrew O'Connell, CFA, FRM
·
August 30, 2025
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Market Update 📊

  • GDX gold miners led in a tape of MIXED BREADTH 🟡

  • AI stocks MSFT NVDA AVGO AMD led the market 👇

YTD Price Returns 📈

  • The Nasdaq is now flat for the year! 👇

News Flow🌎

Via Tradingeconomics, BBG

Economic Calendar🌎

  • Retail sales data incoming tomorrow AM👇

US Investing Championship Record🏆

│2026: -16.4% as of 1/31│ 2025: +39.1% │2024: +254.0% │2023: +103.5% │

Pristine TradingView Indicators⚙️

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Andrew O'Connell, CFA, FRM
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Feb 6
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Key Ideas 🗝️

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