EPISODE · Apr 29, 2026 · 11 MIN

Tech Earnings

from Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · host Justin Guilder

00:00 Tech Earnings and the Shift to Secular AI 00:54 Physical AI and Embedded Growth Stories 01:46 The "Bananas" 19% Earnings Growth Outlook 03:29 Market Positioning and Seasonal Patterns 03:56 The Memory Story: Micron and NVIDIA 04:56 The Pentagon’s 50% Budget Ramp for AI 05:46 Global Outlook: Iran Peace Deals and China Wins 07:16 Microsoft vs. OpenAI: The Art of the Deal Connect with Us Online:Lumida NewsLumida DealsLumida WealthLumida ETF Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth🌐 Website: https://www.lumidawealth.com🐦 Twitter Follow us on https://twitter.com/LumidaWealth🎵 TikTok: https://www.tiktok.com/@lumidawealth📸 Instagram: https://www.instagram.com/lumidawealth📘 Facebook: https://www.facebook.com/lumidawealth 

What this episode covers

In this episode of FSD, Lumida Wealth Management explores the shifting landscape of tech earnings and the transition of AI from a "cyclical" to a "secular" growth story. We dive into the massive 19% earnings growth expectations for the developed market and what the "Pentagon pivot" means for data center compute demand. The episode also breaks down the strategic "divorce" between Microsoft and OpenAI, explaining why Microsoft’s corporate development team may have secured one of the best deals in tech history. From semiconductor momentum to non-consensus plays in China, we discuss how to position your portfolio for a constructive mid-year rally.

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Tech Earnings

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This episode was published on April 29, 2026.

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