⚙️ AI revenue is concentrating fast By 2029, growth clusters across the stack: - Chips: $NVDA $AMD $AVGO - Cloud: $AMZN $MSFT $GOOG - Infra: $ORCL $CRWV Leverage Shares by Themes offers 2x ETFs: $NVDG $AVGG $CRWG $AMDG Investment involves significant risk.

Celebrating another one of our 2x daily leveraged ETFs crossing 100M in AUM – the 2x Long GLW Daily ETF (Ticker: GLWG)! Thank you to our investors and partners for your continued support! Access full information and disclosures here:

🛡️ Palantir’s Growth Runs Through Washington U.S. government contract obligations tied to $PLTR keep accelerating, reaching $1.7B already across 2025–2026. ⚡Explore $PLTG, the Leverage Shares 2x Long Palantir daily leveraged ETF. Investment involves significant risk.

Introducing the new 2x daily leveraged ETFs by @ThemesETFs - out now on @Cboe ! Check out the full list below. Investment involves significant risk including potential loss of principal. Performance multiplier could include both positive and negative performance.

🏛️ A new Fed chair, a new trade-off Fed transitions rarely come at neutral moments. With inflation cooling slowly, jobs holding, and rates still restrictive, there is less room for clean calls. Cut too early → inflation returns Hold too long → jobs weaken

New 2x daily leveraged ETFs by @ThemesETFs are coming soon. Stay tuned! #CboeListed# Investment involves significant risk including potential loss of principal. Performance multiplier could include both positive and negative performance.

Weekly Capped Accelerated ETF Tracker – as of May 4, 2026 Our capped accelerated exchange-traded funds aim for 2X a stock’s monthly gain – up to a monthly “cap”. They also aim for 1X the downside if the stock drops for the month. The ETFs trade options to create the below payoff by the end of the month: • If the stock rises, the ETF doubles that move until it reaches the monthly cap. • If the stock falls, the ETF drops the same amount as the stock. Caps reset at the start of each month, based on option prices and implied volatility. If you hold the ETF from the start of the month, you know the full cap that’s available. But if you buy during the month, it depends on where the ETF is trading at that point. • If the fund is down so far, there’s more upside potential left until it reaches the cap. • If the fund is up so far, there’s less upside potential to the cap. The table shows the remaining upside % to the cap for each of our capped accelerated ETFs. Follow Leverage Shares ETFs for more updates.

🫡 Palantir heads into earnings TODAY Oppenheimer just slapped a $200 price target. That´s a 40% upside from current $PLTR levels. - Rev seen $1.54B (+70%+ YoY) - EPS expected to more than double Big growth is priced in. Now it’s about delivery.

⚙️ The Mag 7 Playbook: beat, then spend bigger Q1 showed the pattern: strong earnings, even stronger AI spend. $META, $AMZN , $GOOG, $MSFT all delivered, but capex is accelerating faster than revenue. Beat → reinvest → defend AI position

💸 Tesla prints strong, but capex takes over EPS: $0.41 vs $0.35 expected, clear beat. Yet the stock fell as focus shifted to a $25 B capex push. AI, autonomy, and infrastructure drive the spend. Stronger earnings now, heavier costs ahead.

🚗 Tesla built more than it sold again $TSLA produced 408K vehicles in Q1, but delivered 358K. - Production up - Deliveries lag - Inventory builds - Pricing pressured Despite the latest earnings beat, Morgan Stanley flagged the mix behind it.

🥇 NVIDIA still runs the stack Top semis by market cap show one clear gap: $NVDA $4.6T vs next tier $1–2T. AI demand is rising, but upside is still concentrated. A full stack is scaling underneath, but none are capturing it like NVIDIA.

🔋 Tesla beats expectations as spending surges TSLA beat on EPS, but the stock dipped as focus shifts to what’s next. Capex is ramping: $25 B across AI, robotics and manufacturing. At almost $1.5T, $TSLA equals the next 30 automakers combined.

💊 Earnings beat sends UNH higher $UNH EPS $7.23 vs $6.6 est. Stock up +30% past month. #1# globally at $448 B, leading a $3.6T insurance space. - Clear leader by revenue - Gap vs peers still wide - Earnings reinforcing the top spot Defensive sector, strong momentum.

🍏 Cook’s 15-year bull run $100 in $AAPL in 2011 is now more than $2K. No reinvention, just execution: Silicon in-house, iPhone as anchor, services scaling, massive buybacks. Less disruption, more optimization.

⚠️ CPI picks up again US CPI just rose to 3.3% YoY (core 2.6%). The move is largely energy driven, with oil pushing higher, keeping inflation above target and disrupting the disinflation trend. The Fed stays in wait and see mode.