koolgal
01-29
๐ŸŒŸ๐ŸŒŸ๐ŸŒŸA wild high stakes earnings week is unfolding this  week.  Here is my prediction for 4 of the Mag 7 post earnings:

Apple - C: Slight Dip. This is because of investor anxiety over profit margins and a lack of clear monetisation AI strategy. Concerns about a potential slowdown in iPhone demand in key markets like China.

Tesla - B Slight Gain: Despite declining vehicle sales & margin pressures, TSLA found support in investor optimism about future ventures like Robotaxi business & AI initiatives.  Energy storage division is a bright spot with higher profit margins.

Microsoft - C: Slight Dip.  MSFT is weighed down by investor unease regarding rising capital expenditure needed to build AI & Cloud infrastructure at large scale.

Meta - C Slight Dip: This reflects investor anxiety on the massive spending on AI infrastructure.  This  would pressure its profitability short term without a clear immediate return on investment.

@Tiger_comments @TigerStars @Tiger_SG @TigerClub

Meta Strong Rally +10%! Is It the Best AI Monetizer in Big Tech?
While markets whipsawed and precious metals sold off, Meta Platforms surged 10% in a single session, standing out as a rare risk-on winner. Fundamentally, Metaโ€™s scale now speaks for itself: FY2025 revenue hit $200.97B (+22% YoY)โ€”the first time crossing $200Bโ€”with Q4 revenue up 24% YoY. Despite aggressive AI spending, Meta generated $60.5B in net income and sustained a 41% operating margin. Is Meta currently the strongest AI monetization story versus peers like MSFT and GOOGL? How long can Meta sustain heavy AI capex while keeping margins above 40%?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Sandyboy
    01-29
    Sandyboy
    So how right were the predictions?
    • koolgal:ย 
      I wrote in English but somehow my answers came out in Chinese.
    • koolgal:ย 
      Best of luck ๐Ÿ€๐Ÿ€๐Ÿ€
    • koolgal:ย 
      Happy Trading ๐ŸŒˆ๐ŸŒˆ๐ŸŒˆ๐Ÿ’ฐ๐Ÿ’ฐ๐Ÿ’ฐ
    • koolgal:ย 
      Stay tuned.
    • koolgal:ย 
      Apple is tonight.
Leave a comment
7
12