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Fauzan352

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- Fauzan352Fauzan352
  ·01-29
  Great article, would you like to share it?
  Here's my 2025 outlook I sent to subscribers & it's playing out perfectly
  @ShayBoloor：
  Here's my 2025 outlook I sent to subscribers & it's playing out perfectly. The first phase of AI in 2023 focused on infrastructure -- GPUs & hardware laying the groundwork. 2025 ushers in a software-driven phase, where AI meets permanence -- it will be the crown jewel of this era & the accelerator of the foundation GPUs & hardware built.Stage 2 AI Winners: $Palantir Technologies Inc.(PLTR)$ , $Tesla Motors(TSLA)$ , $Snowflake(SNOW)$ , $CrowdStrike Holdings, Inc.(CRWD)$ , $MongoDB Inc.(MDB)$ , $Cloudflare, Inc.(NET)$ ,
  Here's my 2025 outlook I sent to subscribers & it's playing out perfectly
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- Fauzan352Fauzan352
  ·01-29
  Great article, would you like to share it?
  Big Tech Earnings Incoming! Tesla, Meta, MSFT: Who Will Beat & Rise?
  @Tiger_comments：
  The Big Tech earnings season kicks off this week! $ASML Holding NV(ASML)$ surged 7% pre-market after beating estimates, leading a rebound in the semiconductor sector.ASML Net sales: 9.26 billion euros versus 9.07 billion euros expected.How analysts expect Mag 7 to perform?According to FactSet, S&P 500 Q4 2024 overall earnings are expected to grow by 12.5%, with the “Magnificent 7” projected to grow 21.7% YoY, far exceeding the 9.7% growth of the remaining 493 companies.01Against this backdrop, Tesla, Meta, and Microsoft will report earnings tonight, followed by Apple tomorrow night. Can Big Tech continue to lead the market?🔹 $Meta Platforms, Inc.(META)$: Expected 25% YoY earnings growth, with AI ad to
  Big Tech Earnings Incoming! Tesla, Meta, MSFT: Who Will Beat & Rise?
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