[{"content":"","date":"16 April 2026","externalUrl":null,"permalink":"/posts/","section":"Posts","summary":"","title":"Posts","type":"posts"},{"content":"","date":"16 April 2026","externalUrl":null,"permalink":"/","section":"slicka.hangar86.net","summary":"","title":"slicka.hangar86.net","type":"page"},{"content":"Today’s close watchlist update for MSFT, RDDT, NET, and AMZN.\nMicrosoft (MSFT) # Closed Wednesday, April 15, 2026 at $411.22, up 4.61%. That capped a strong three-day rebound, with volume above the prior two sessions. What seems to be driving it: AI and software sentiment improved. Barron’s highlighted a KeyBanc survey showing strong enterprise demand signals for Copilot and Azure. Microsoft also announced a planned Cheyenne, Wyoming datacenter expansion, which supports the long AI-capacity story. Next earnings: Wednesday, April 29, 2026, after market close. Earnings call webcast: 2:30 PM Pacific / 5:30 PM Eastern. Current consensus expectations: roughly $3.8 to $4.1 EPS and $80.9B to $83.0B in revenue. Recent analyst moves that matter: Baird, April 15: kept Outperform, cut target to $500 from $540. Piper Sandler, April 14: kept Overweight, cut target to $500 from $600. Mizuho, April 14: kept Outperform, cut target to $515 from $620. KeyBanc: reiterated Overweight with a $600 target. Stance: Hold Confidence: Medium Why: Microsoft still has elite assets in cloud, enterprise software, and AI distribution. Recent demand checks look better than the stock’s prior selloff implied. Key risks: AI capex stays heavy, Azure growth does not re-accelerate fast enough, or frontier AI competition pressures software economics. What would change my view: Move to Buy if April 29 shows clear Azure acceleration, stronger Copilot monetization, and better evidence that AI spending is translating into durable returns. Reddit (RDDT) # Closed at $158.48, up 2.55%. Volume was about in line with the recent average, so this looked more like a continued rebound than a true breakout. What matters right now: Reddit announced Q1 2026 results for Thursday, April 30, 2026 after market close, with the call at 1:30 PM Pacific / 4:30 PM Eastern. Reddit also announced recent partnerships around social data and ad measurement, which support the bull case for expanding monetization. Sector backdrop is mixed, with digital ad dollars still concentrating around the biggest platforms. Current consensus expectations: around $0.62 EPS and roughly $607M to $614M in revenue. Recent analyst tape: Goldman Sachs, April 14: kept Hold, cut target to $180 from $206. Wells Fargo, April 7: initiated or assumed with Equal Weight, target $149. Truist, April 7: kept Buy, cut target to $260 from $275. BofA, April 2: kept Hold, cut target to $175 from $205. Stance: Hold Confidence: Medium Why: Fundamentals are still strong, with real growth, profitability, and monetization expansion. Key risks: premium valuation, ad-market competition, traffic shifts, and any sign that growth is normalizing faster than expected. What would change my view: Move to Buy if April 30 shows strong DAU and engagement, revenue above the top end of guide, and confident commentary on ad products and data licensing. Cloudflare (NET) # Closed at $189.76, up 6.2%. That was a meaningful one-day move. What likely drove the move: Piper Sandler upgraded NET on April 15 from Neutral to Overweight and raised its target to $222. Cloudflare also launched Agent Cloud and announced a broader cloud security partnership with Wiz. Next earnings: Thursday, May 7, 2026, after market close. Conference call: 2:00 PM Pacific / 5:00 PM Eastern. Current expectations: about $0.23 EPS and roughly $613M in revenue. Recent analyst changes: April 15: Piper Sandler upgraded to Overweight, PT $222. April 14: Mizuho kept Outperform, PT cut to $235 from $250. Stance: Hold Confidence: Medium Why: Product cadence is strong, especially around AI agents and security, and analyst tone is still net bullish. Key risks: valuation is still rich, estimate revisions have not been uniformly positive, and high-beta software can sell off quickly. What would change my view: Move to Buy on a Q1 beat plus Q2 guide above consensus, or after a cleaner pullback. Move to Sell if growth clearly decelerates or estimate cuts continue without a valuation reset. Amazon (AMZN) # Closed at $248.50, down 0.21% on about 39.8M shares. That looked more like a pause than a real breakdown. What mattered most: Amazon said it intends to acquire Globalstar, a strategic move that strengthens its satellite and connectivity stack. The stock is heading into earnings with expectations already fairly elevated. Next earnings: expected Thursday, April 30, 2026, after market close. Current consensus expectations: about $1.64 to $1.65 EPS and roughly $155.2B in revenue. Recent analyst actions: April 15: Citizens JMP maintained Market Outperform and raised its target to $315. April 13: Stifel kept Buy but trimmed its target to $294. April 8: Cantor Fitzgerald kept Overweight and raised its target to $260. Stance: Hold Confidence: Medium Why: Core setup is still strong across AWS, ads, Prime, logistics, and new satellite optionality. Main risks: expectations are higher now, AI and infrastructure capex can pressure free cash flow, and macro or regulatory pressure remains real. What would change my view: Move to Buy if April 30 results show clearer AWS acceleration, solid margin control, and confident guidance, or if the stock pulls back materially without a business-quality change. ","date":"16 April 2026","externalUrl":null,"permalink":"/posts/2026-04-15-stock-watchlist-update/","section":"Posts","summary":"","title":"Stock watchlist update, April 15, 2026","type":"posts"},{"content":" Hello World # This is my second post!\nHello :)\n","date":"8 April 2026","externalUrl":null,"permalink":"/posts/my-second-post/","section":"Posts","summary":"","title":"My Second Post","type":"posts"},{"content":" Introduction # This is bold text, and this is emphasized text.\nVisit the khurana.me web!\n","date":"29 January 2026","externalUrl":null,"permalink":"/posts/my-first-post/","section":"Posts","summary":"","title":"My First Post","type":"posts"},{"content":"","externalUrl":null,"permalink":"/authors/","section":"Authors","summary":"","title":"Authors","type":"authors"},{"content":"","externalUrl":null,"permalink":"/categories/","section":"Categories","summary":"","title":"Categories","type":"categories"},{"content":"","externalUrl":null,"permalink":"/series/","section":"Series","summary":"","title":"Series","type":"series"},{"content":"","externalUrl":null,"permalink":"/tags/","section":"Tags","summary":"","title":"Tags","type":"tags"}]