This week is about to be WILD for earnings
Tuesday:
$SOFI — loan platform + rumored aggressive member growth could be a major catalyst
$GRAB — needs to increase guidance and take the sand out of the bag but feels like it can be an inflection quarter
$SNAP — really feels downside at $8.5 is limited, thinking of a swing trade on this
Wednesday:
$HOOD — will be a good Q but just needs decent guidance + showing core metrics like net deposits and average AUC per user trending upwards
$META — should follow Google’s quarter and crush it while also reaffirming capex
$MSFT — needs to highlight that AI isnt slowing down in terms of important and significance
Thursday:
$AAPL — tariffs tariffs tariffs…and when is AI coming to the iPhone
$AMZN — needs to show AWS continues to be the leader and operating income margin going up would be 3 quarters in a row of increasing margins from high single digits to low double digits
Few other names I’m looking at:
$SPOT — is it recession resistant like $NFLX
$RDDT — is user growth stable + need more AI moat discussion
$SBUX — what’s the plan now after they got rid of the old CEO?
other names this week:
$ROKU $DULO $ABNB $MSTR $XYZ $TWLO $CART $ENVX $CAKE $V $ETSY
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