My pick right now: 🥇 Google S-To The Moon - Tiger Brokers Online Investing Community - To The Moon

My pick right now:

🥇 Google
Super quarter. Cloud growth accelerated, Gemini monetisation is gaining traction, and Search remains a cash machine. Rare mix of growth + profitability + AI upside. US$400 is realistic if momentum holds.

🥈 Amazon
AWS acceleration looks real. Anthropic tie-up + Trainium + enterprise AI demand give Amazon strong infrastructure leverage.

🥉 Meta
I would buy dips, not exit. Core ads remain elite, but US$145B capex shocked markets. Risk is ROI timing, not business weakness.

4️⃣ Microsoft
Still strong, but Azure expectations are very high.

Team GOOG + AMZN for cleaner near-term risk/reward.

Earnings Season: Divergence or Surprise, Which Stocks Are You Looking at?

Nearly two-thirds of the way through the earnings season, S&P 500 is reporting impressive results. Both the percentage and the magnitude of earnings surprises are above recent averages. As a result, the index is reporting higher earnings for the first quarter today relative to the end of last week and relative to the end of the quarter. In addition, the index is reporting its highest earnings growth rate since Q4 2021. ------- Which company bring us surprises or misses? What stocks are you looking at? Share with fellow tigers and win tiger coins~

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.

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As a result, the index is reporting higher earnings for the first quarter today relative to the end of last week and relative to the end of the quarter. In addition, the index is reporting its highest earnings growth rate since Q4 2021.\n-------\nWhich company bring us surprises or misses?\nWhat stocks are you looking at?\nShare with fellow tigers and win tiger coins~","image":"https://community-static.tradeup.com/news/89b1bc001d5c16b8030b4982e0caebbd"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>My pick right now:\n<p></p>\n<p>🥇 Google<br>\n  Super quarter. Cloud growth accelerated, Gemini monetisation is gaining traction, and Search remains a cash machine. Rare mix of growth + profitability + AI upside. US$400 is realistic if momentum holds.</p>\n<p>🥈 Amazon<br>\n  AWS acceleration looks real. Anthropic tie-up + Trainium + enterprise AI demand give Amazon strong infrastructure leverage.</p>\n<p>🥉 Meta<br>\n  I would buy dips, not exit. Core ads remain elite, but US$145B capex shocked markets. Risk is ROI timing, not business weakness.</p>\n<p>4️⃣ Microsoft<br>\n  Still strong, but Azure expectations are very high.</p>\n<p>Team GOOG + AMZN for cleaner near-term risk/reward.</p></body></html>","htmlText":"<html><head></head><body>My pick right now:\n<p></p>\n<p>🥇 Google<br>\n  Super quarter. Cloud growth accelerated, Gemini monetisation is gaining traction, and Search remains a cash machine. Rare mix of growth + profitability + AI upside. US$400 is realistic if momentum holds.</p>\n<p>🥈 Amazon<br>\n  AWS acceleration looks real. Anthropic tie-up + Trainium + enterprise AI demand give Amazon strong infrastructure leverage.</p>\n<p>🥉 Meta<br>\n  I would buy dips, not exit. Core ads remain elite, but US$145B capex shocked markets. Risk is ROI timing, not business weakness.</p>\n<p>4️⃣ Microsoft<br>\n  Still strong, but Azure expectations are very high.</p>\n<p>Team GOOG + AMZN for cleaner near-term risk/reward.</p></body></html>","text":"My pick right now: 🥇 Google Super quarter. Cloud growth accelerated, Gemini monetisation is gaining traction, and Search remains a cash machine. Rare mix of growth + profitability + AI upside. US$400 is realistic if momentum holds. 🥈 Amazon AWS acceleration looks real. Anthropic tie-up + Trainium + enterprise AI demand give Amazon strong infrastructure leverage. 🥉 Meta I would buy dips, not exit. Core ads remain elite, but US$145B capex shocked markets. Risk is ROI timing, not business weakness. 4️⃣ Microsoft Still strong, but Azure expectations are very high. 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