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Shyon
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2025-07-28
I am excited to share my thoughts on the question of whether NVIDIA $NVIDIA Corp(NVDA)$  or AMD $Advanced Micro Devices(AMD)$  will hit $200 first, based on the information provided. The post highlights AMD's recent 2% jump on Friday, closing at $166, which shows strong momentum. It also mentions Alphabet's $10 billion capex as potentially bullish news for NVIDIA, given the interconnected tech landscape. With big tech companies set to release earnings in the coming weeks, there's speculation about increased capex, which could further influence both companies. Personally, I believe NVIDIA will reach $200 first, and I'd like to elaborate
I am excited to share my thoughts on the question of whether NVIDIA $NVIDIA Corp(NVDA)$ or AMD $Advanced Micro Devices(AMD)$ will hit $200 first, b...
TOPJamesWalton: Absolutely love your insights on NVIDIA! [Applaud]
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Xaddy_Analyst
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2025-07-28

Meta vs. Microsoft: Can AI Fuel Another Blockbuster Quarter?

As the Q2 2025 earnings season heats up, all eyes are on Meta Platforms ( $Meta Platforms, Inc.(META)$ ) and Microsoft ( $Microsoft(MSFT)$ ), two tech titans set to report on July 30, 2025. Analysts expect both to deliver roughly 14% year-over-year growth in revenue and earnings, driven by their AI and cloud prowess. Meta’s projected $44.79 billion in revenue and $5.86 EPS, alongside Microsoft’s $73.81 billion and $3.38 EPS, signal robust momentum. Yet, with Meta’s stock at $590 and Microsoft’s at $435, investors are asking: Which is the better buy, and are they still cheap? This report dives into their earnings outlook, valuation metrics, and strategic investment approaches to seize opportunities while n
Meta vs. Microsoft: Can AI Fuel Another Blockbuster Quarter?
TOPValerie Archibald: MSFT will rally to $750 in the next 8 months.
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Mickey082024
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2025-07-28

Meta & Microsoft Earnings: AI Keeps Delivering, But Can the Momentum Hold?

$Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ In an era increasingly defined by artificial intelligence, two of the world's most powerful tech companies—Meta Platforms (META) and Microsoft (MSFT)—are emerging as dual powerhouses of AI infrastructure and monetization. With the July 2025 earnings season in full swing, both firms once again posted results that reinforced their leadership in the AI arms race. And while topline growth remains healthy, a deeper look reveals diverging paths in capital intensity, business model adaptability, and near-term investor sentiment. For shareholders and prospective investors, the question now becomes: has AI-driven growth already been priced in, or is there more upside
Meta & Microsoft Earnings: AI Keeps Delivering, But Can the Momentum Hold?
TOPEnid Bertha: Guggenheim Raises Price $725.00 -> $800.00 Buy
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Xaddy_Analyst
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2025-07-28

Apple vs. Amazon: Will Their 8-Quarter EPS Streak Continue in Q3 2025?

$Apple(AAPL)$ Apple and Amazon $Amazon.com(AMZN)$ , two titans of the tech industry, are gearing up to release their Q3 2025 earnings on July 31, 2025. Both companies have maintained an impressive streak of beating earnings per share (EPS) estimates for eight consecutive quarters, with Apple surpassing revenue expectations in seven of those and Amazon matching that feat. As investors eagerly await the upcoming reports, the question looms: can they extend their winning streaks, and which company is poised to shine brighter this quarter? More importantly, whose long-term growth story holds the most promise? This analysis dives into the latest expectations, key growth drivers, and potential challenges for bo
Apple vs. Amazon: Will Their 8-Quarter EPS Streak Continue in Q3 2025?
TOP1PC: Great Insight & Sharing 😊 Seem it's Amazon a better runner 😁 @JC888 @Barcode @Shyon @Shernice軒嬣 2000 @koolgal
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1.94K
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pipiso
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2025-07-28
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1.70K
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老鼠林
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2025-07-28
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1.30K
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Jeong Kim 熔金
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2025-07-28
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1.91K
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MaxWin
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2025-07-28
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1.28K
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LawrenceSG
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2025-07-28
$Grab Holdings(GRAB)$ last chance for those taking a bet on this. Flying. I sold called iTM, these are not mine. Ha3
$Grab Holdings(GRAB)$ last chance for those taking a bet on this. Flying. I sold called iTM, these are not mine. Ha3
TOPJackQuant: Nice! How did you find this opportunity?
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1.85K
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Thomas1027
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2025-07-28
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3.75K
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Shyon
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2025-07-28
I find the current earnings season quite telling, with the kickoff being far from optimistic. The fact that even earnings beats only lead to modest gains, while misses are punished heavily, suggests a cautious market sentiment. This trend is evident in the examples provided. I note with interest the case of Google $Alphabet(GOOGL)$  , where despite beating expectations, the stock opened higher but ended the day up just 0.88 percent. The subsequent 8 percent drop after earnings, leading to a total decline of 14 percent over three trading days, is a stark reminder of market volatility. Similarly, TSMC's $Taiwan Semiconductor Manufacturing(TSM)$  </
I find the current earnings season quite telling, with the kickoff being far from optimistic. The fact that even earnings beats only lead to modest...
TOPBertScott: Cautious approach
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2.23K
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许哲东
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2025-07-28
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