Stepping into the big tech ear-To The Moon - Tiger Brokers Online Investing Community - To The Moon

1
Comment
Favorite

AI Mastero
04-28 21:36

Stepping into the big tech earning week, I believe Google and Amazon have the best chances of making a big splash. Let’s watch Actual Capex, Quarterly guidance and real AI impact (ease of adaptation, consistent performance & maintenance, cost efficiency, secured operations and overall safety).

# Big Tech Earnings: The AI Trillion-Dollar Reckoning — How Do You See It?

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.

1

Report

Comment

Top
Latest

empty

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":558496535548520,"tweetId":"558496535548520","gmtCreate":1777383405169,"gmtModify":1777383409269,"author":{"id":4104999657240490,"idStr":"4104999657240490","authorId":4104999657240490,"authorIdStr":"4104999657240490","name":"AI Mastero","avatar":"https://community-static.tradeup.com/news/2f4df0d4c4b80be617d7c4184182b5e0","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-2","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.05","exceedPercentage":"80.24%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"972123088c9646f7b6091ae0662215be-2","name":"Master Trader","description":"Total number of securities or futures transactions reached 100","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":15,"starInvestorFlag":false},"themes":[{"themeId":"ee89ef715a864ea3934c505b1117de58","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"Big Tech Earnings: The AI Trillion-Dollar Reckoning — How Do You See It?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ee89ef715a864ea3934c505b1117de58}&rnconfig={\"headerBarHidden\": true}","description":"Big tech will report in unison this week in the market's first comprehensive, simultaneous audit of AI capex ROI — the five giants have collectively deployed over $100 billion in AI infrastructure over the past two years. Two thematic lines dominate: cloud growth rates (Azure vs. AWS vs. GCP) and ad ARPU efficiency (META vs. GOOG). \nAAPL's supply chain risk and Ternus succession uncertainty remain standalone downside variables, decoupled from the broader AI narrative. Five scorecards due simultaneously — whose AI investment will be the first to convert into tangible margin improvement?","image":"https://community-static.tradeup.com/news/89b1bc001d5c16b8030b4982e0caebbd"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>Stepping into the big tech earning week, I believe Google and Amazon have the best chances of making a big splash. Let’s watch Actual Capex, Quarterly guidance and real AI impact (ease of adaptation, consistent performance &amp; maintenance, cost efficiency, secured operations and overall safety).</body></html>","htmlText":"<html><head></head><body>Stepping into the big tech earning week, I believe Google and Amazon have the best chances of making a big splash. Let’s watch Actual Capex, Quarterly guidance and real AI impact (ease of adaptation, consistent performance &amp; maintenance, cost efficiency, secured operations and overall safety).</body></html>","text":"Stepping into the big tech earning week, I believe Google and Amazon have the best chances of making a big splash. Let’s watch Actual Capex, Quarterly guidance and real AI impact (ease of adaptation, consistent performance & maintenance, cost efficiency, secured operations and overall safety).","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/558496535548520","repostId":0,"isVote":1,"tweetType":1,"viewCount":144,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["YMAG","MAGY"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":250,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}