To The Moon

It’s the busiest week of the earnings season, with five “Magnificent Seven” members likely to set the tone for the rest of the market. Alphabet, Amazon, Microsoft, and Meta Platforms are all reporting. With AI infrastructure spending at record levels, cloud competition intensifying, and markets watching every margin move, which company will deliver the biggest post-earnings surprise?

🔍 Quick Earnings Snapshot

$Microsoft(MSFT)$ (reports April 29, after the bell)

Analyst Estimates: Double-digit revenue and EPS growth expected YoY. Microsoft has poured $37.5B into capex — and management still says demand outpaces supply. The stock is already up 19% since late March, fueled by AI momentum following the release of the Claude Mythos model. Azure growth and enterprise AI adoption are the two numbers every investor will be tracking.

🕒 Earnings call: 5:30 a.m. SGT. To set a reminder, please click here

$Meta Platforms, Inc.(META)$ (reports April 29, after the bell)

Analyst Estimates: Strong double-digit revenue growth expected YoY. Meta has the most powerful ad cash engine in Big Tech — and the most aggressive AI infrastructure bet to match. The company just unveiled its Muse Spark AI model from the newly created Meta Superintelligence Labs, and has guided 2026 capex to $115–135B while insisting full-year operating income will still top 2025 levels.

🕒 Earnings call: 5:30 a.m. SGT. To set a reminder, please click here

$Alphabet(GOOG)$ $Alphabet(GOOGL)$ (reports April 29, after the bell)

Analyst Estimates: ~20% revenue growth YoY; earnings may have dipped Google's pressure this quarter is squarely on costs. Management flagged that depreciation would accelerate in Q1 and remain elevated all year as AI infrastructure buildout continues. The market is asking a harder question than just "will Alphabet keep spending" — it already will. The real signal will be whether Google Cloud and AI-driven revenue are absorbing that cost fast enough. Search AI monetization, GCP momentum relative to Azure and AWS, and any sign of operating leverage will move the stock.

🕒 Earnings call: 4:30 a.m. SGT. To set a reminder, please click here

$Amazon.com(AMZN)$ (reports April 29, after the bell)

Analyst Estimates: Slight YoY earnings increase expected Amazon's story isn't just about how much it's spending — it's about when that spending pays off. CEO Andy Jassy has been explicit: most of 2026's AWS capex won't convert to revenue until 2027–2028, though significant customer commitments are already locked in. AWS added 3.9GW of power capacity in 2025 alone, with plans to double total capacity by end of 2027. Capacity constraints and unmet demand are still real.

🕒 Earnings call: 5:30 a.m. SGT. To set a reminder, please click here

Which stock do you think will perform best after earnings?

💰 Event Rules

• Click to vote. Guess which stock will perform best after earnings? If you get the correct answer, you may divide 500 Tiger Coins with other Tigers.

🎁 Extra Bonus:

• Reply and forward this post with your prediction and reasoning to receive 5 bonus Tiger Coins. We love hearing your take!

⏰ Event Duration

• From April 28 to April 30 at 04:00 SGT