Session wrap

SpaceX & OpenAI IPOs loom with massive valuations. History shows large IPOs often underperform post-listing.

Brent oil hits $100+, impacting airlines & consumer spending. Consider defensive stocks & oil plays like CVX.

Airlines hike fares 20% on fuel costs & strong demand. Expect higher prices to stick, boosting airline revenue.

Intel's Q1 revenue up 7%, but valuation is high. NVDA's Q4 revenue up 73%, with better growth & valuation.

ACHR's valuation is half JOBY's despite FAA milestone. Buy the dip for potential huge returns?

Alphabet's $132B net income & $127B cash fuel AI growth. Cloud revenue up 48%, driving 15% sales growth.

Disney trades 48% off peak, but its P/E of 15.7 offers value. Not a 50x return play.