Amazon, Apple, AMD,which earnings actually lived up to the hype?

Amazon surprised me. AWS is back in growth mode, and their operating margin quietly hit 10%.

Apple felt a bit... stale? Lots of buybacks, not much innovation.

AMD had the biggest jump, IMO. Their AI chips are finally delivering — revenue doubled in data center.

Trimmed some exposure after earnings. I’m keeping some ammo on the sidelines (in Tiger, just in case) for opportunities that might come up over the next 1–2 weeks.

Anyone here rotating into new sectors? What’s your watchlist looking like post-earnings?