koolgal
01-29
🌟🌟🌟A wild high stakes earnings week is unfolding this  week.  Here is my prediction for 4 of the Mag 7 post earnings:

Apple - C: Slight Dip. This is because of investor anxiety over profit margins and a lack of clear monetisation AI strategy. Concerns about a potential slowdown in iPhone demand in key markets like China.

Tesla - B Slight Gain: Despite declining vehicle sales & margin pressures, TSLA found support in investor optimism about future ventures like Robotaxi business & AI initiatives.  Energy storage division is a bright spot with higher profit margins.

Microsoft - C: Slight Dip.  MSFT is weighed down by investor unease regarding rising capital expenditure needed to build AI & Cloud infrastructure at large scale.

Meta - C Slight Dip: This reflects investor anxiety on the massive spending on AI infrastructure.  This  would pressure its profitability short term without a clear immediate return on investment.

@Tiger_comments @TigerStars @Tiger_SG @TigerClub

Meta Strong Rally +10%! Is It the Best AI Monetizer in Big Tech?
While markets whipsawed and precious metals sold off, Meta Platforms surged 10% in a single session, standing out as a rare risk-on winner. Fundamentally, Meta’s scale now speaks for itself: FY2025 revenue hit $200.97B (+22% YoY)—the first time crossing $200B—with Q4 revenue up 24% YoY. Despite aggressive AI spending, Meta generated $60.5B in net income and sustained a 41% operating margin. Is Meta currently the strongest AI monetization story versus peers like MSFT and GOOGL? How long can Meta sustain heavy AI capex while keeping margins above 40%?
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Comments

  • Sandyboy
    01-29
    Sandyboy
    那么这些预测有多正确呢？
    • koolgal: 
      我用英语写，但不知何故我的答案是用中文写的。
    • koolgal: 
      祝你好运🍀🍀🍀
    • koolgal: 
      快乐交易🌈🌈🌈💰💰💰
    • koolgal: 
      敬请期待。
    • koolgal: 
      苹果今晚来了。
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