To The Moon

🚨🚨Global Equity Markets Today 7 Feb     US Markets   - **S&P 500** gained 0.36% to 6,039.40, supported by tech resilience, though Amazon (-4% post-earnings) weighed on sentiment due to cloud capacity concerns. The **Nasdaq 100** rose 0.54%, extending a three-day winning streak, while the **Dow** fell 0.28% amid Honeywell’s (-5.5%) weak guidance .     - **Tech Sector**: NVIDIA (+8%) rebounded on AI optimism, but competition from China’s DeepSeek poses risks .   - **Europe**:     - **STOXX 600** (+1.3%) and **DAX** (+1.5%) hit record highs, driven by strong earnings (e.g., BASF +7%, Siemens Healthineers +6.1%) and easing bond yields. Defense stocks retreated on Ukraine peace rumors .   - **Asia**:     -

$Amazon.com(AMZN)$ In today’s article, I’ll let you know whether I did after Amazon’s Q4 earnings announcement. We’ll cover several key aspects, starting with how massive this business has become in terms of revenue. Among the so-called "Magnificent 7" or FAANG stocks, Amazon is generating unparalleled revenue numbers. One of the most exciting developments is how Amazon’s e-commerce segment is now nearly as profitable as AWS. There was a time when that seemed impossible, but CEO Andy Jassy has successfully transformed the retail business into a profit machine. We'll also dive into Amazon’s Q1 guidance. Plus, we'll take a closer look at capital expenditures, especially since major cloud providers’ spending habits are a hot topic. If you’re like me

Big-Tech’s PerformanceDeepSeek - Trump tariffs - tech company earnings reports, this is the main theme of trading in the U.S. stock market in the past few weeks.Market volatility has been significantly elevated so far this year, with macro-level concerns about the Fed's "rate cuts" and the strong dollar under the Trump tariffs.U.S. bond yields were unsurprisingly pulled back, even before the Fed's rate meeting, as the impact of DeepSeek unexpectedly triggered a safe-haven pullback early;Trump's tariffs are not new, in the 1.0 period, the market although mind, but more understand its significance more in the negotiation (Bargain), so also with easy to be digested;Rather, it's the earnings reports of big tech companies that have a greater guiding influence on the market.Technology companies,

The recent earnings reports from Alphabet and Amazon revealed disappointing cloud revenue growth, shaking investor confidence. As the cloud computing landscape faces increased competition and cautious enterprise spending, traders are left wondering how to navigate these giants' post-earnings performance. Here’s a strategic breakdown of trading opportunities and factors to monitor. Earnings Takeaways Alphabet: Google Cloud's revenue growth fell short of expectations, raising concerns about its ability to compete with rivals like Microsoft Azure and Amazon Web Services (AWS). Amazon: Despite being a cloud pioneer, AWS saw slower growth as businesses reevaluate their IT budgets amid macroeconomic uncertainty. Both companies cited enterprise spending pressures as key challenges, signaling pote

Continuing the pattern of $Microsoft(MSFT)$ and $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Q4 earnings season, $Amazon.com(AMZN)$ AWS also experienced capacity constraints due to "surging AI demand". Its cloud services unit also saw capacity constraints due to a "surge in AI demand".As a result, in its after-hours earnings report on February 6, Amazon's AWS growth rate was slightly weaker than expected, at +18.9% year-on-year, which was slightly lower than Q3's 19.1%.At the same time, the company in order to solve this problem is also a large increase in capital expenditure, Q4 Capex reached $ 26.3 billion, and even more than e

Alphabet's Q4 earnings fell short of expectations, with revenue coming in slightly below estimates. Despite the miss, the company's core search advertising business performed better than anticipated, offering some reassurance to investors. However, cloud revenue growth lagged behind projections, which remains a crucial concern as competition intensifies in the cloud computing space. Adding to investor worries, Alphabet announced plans to spend $75 billion on capital expenditures in 2025—significantly higher than expected—raising questions about the potential impact on profitability. On the other hand, Amazon exceeded Wall Street sales estimates for the final quarter of last year. However, there are weaknesses in its cloud computing segment and lower-than-expected revenue guidance. Upcoming

Charting new waters in a behemoth must be tricky. With the computing tech sector in flux over ai and quantum whats next to chip away at the old guard?⭐

Alphabet's underperformance stemmed from weaker-than-expected growth in Google Cloud, a division once hailed as a high-growth engine. This unexpected slowdown rattled investors who had bet on cloud services and AI as key growth drivers. Why Amazon May Have an Edge AWS (Amazon Web Services) Leadership: AWS continues to dominate the cloud market, holding a larger market share than Google Cloud. Its strong customer base and expansive service offerings give it a competitive edge. AI-Powered Innovations: Amazon has been rapidly integrating AI into its cloud platform through services like Bedrock and CodeWhisperer, catering to enterprises seeking generative AI solutions. E-Commerce and Logistics Synergy: Amazon’s cloud and AI solutions are deeply integrated into its retail and logistics operatio

Thanks for sharing @Shyon

No not innovative company anymore 

$Alphabet(GOOG)$ 's Google Cloud has long been the underdog in the cloud computing race, trailing behind AWS and Azure. While their overall cloud business has been a persistent challenge, one area where they consistently shine is data analytics. Google Cloud has cemented its position as a leader in the data lakehouse space, offering cutting-edge solutions like BigQuery that empower businesses to unlock the value hidden within their data. Now, Google is doubling down on its data and AI strengths, promising increased investment in these critical areas. This strategic focus could be the key to finally bringing their cloud business back on track. Why is this a smart move? - Data Lakehouse Dominance: Google Cloud's leadership in the data lake

No doubt about it, largest market share

$Alphabet(GOOGL)$  Current drop 💧 (Gap Down) to 190++ might not be a bad idea 💡😊... For the Aggressive, it's might be an attractive area BUT do follow your trade plan and Risk Management 🙏. I'm Holding on to Google and Ride out the Storm with Google [Comfort]  [Comfort]  In terms of chart 📉, it does show a Strong 💪 Bearish wish to go down 👇 further, 1 K line Break down MA 12 & 26 [OMG]  [OMG]  [OMG]  . Hence, the Ride is gonna be Rough 😭

I opened 100.0 share(s) $Alphabet(GOOGL)$  ,Alphabet (Google) remains a strong investment due to its dominance in search, digital advertising, and AI innovation. Google Search and YouTube generate consistent revenue, while Google Cloud is rapidly growing. AI advancements, including Gemini and DeepMind, strengthen its competitive edge. With a strong balance sheet, massive cash reserves, and continuous share buybacks, Alphabet is financially resilient. Its investments in AI, self-driving (Waymo), and quantum computing offer long-term growth potential. Despite short-term volatility, Alphabet’s valuation remains reasonable, making it an attractive buy. Its advertising business is rebounding, and diversification efforts position it well for susta

Alphabet released its Q4 2024 earnings on February 4, 2025. Here's a summary of the key highlights: Financial Performance: * Revenue: Consolidated Alphabet revenues in Q4 2024 increased 12% year over year to $96.5 billion. This reflects strong momentum across the business. * Google Services Revenue: Increased 10% to $84.1 billion, driven by strong performance in Google Search & other and YouTube ads. * Google Cloud Revenue: Increased 30% to $12.0 billion, led by growth in Google Cloud Platform (GCP) across core GCP products, AI Infrastructure, and Generative AI Solutions. * Operating Income: Total operating income increased 31%, and the operating margin expanded by 5 percentage points to 32%. * Net Income: Increased 28%, and EPS increased 31% to $2.15. Key Highlights: * AI Leadership:

$Alphabet(GOOG)$ Google's stock has dropped 8% following the release of its Q4 2024 earnings report. Despite strong growth numbers, the market continues to sell off shares in after-hours trading. In today’s video, I’ll break down the key takeaways from Google's earnings, explore why the stock is declining, and discuss whether it's a buying opportunity. Earning Overview As always, I reviewed Google's Q4 earnings report and highlighted the most important figures. Google's total revenue grew 12% year-over-year to a record $96.5 billion. Google Services revenue increased 10% to $84.1 billion, while Google Cloud saw impressive 30% growth, reaching $12 billion. The company also reported a 31% rise in operating income and a 28% increase in net income, wi

The focus will be on companies like Meta, Microsoft, Tesla, and Apple, each with their own unique growth drivers. Meta’s AI-powered advertising tools are expected to be a major revenue contributor, while Microsoft’s Azure cloud and AI advancements continue to be strong performers. Tesla’s growth is tied to delivery numbers and investor sentiment about its recovery, and Apple’s results will be scrutinized after recent downgrades. What’s interesting to me is how AI and cloud computing are becoming central to these companies’ future growth. If they can continue to innovate and capitalize on these technologies, it could help them stay ahead in an increasingly competitive market. Overall, I think Big Tech has the potential to continue leading the market, but it all depends on the strength of t

US Markets   - **Tech Sector Volatility**: US tech stocks face pressure from China’s AI startup DeepSeek, which threatens high-cost US firms like Nvidia. The Nasdaq remains cautious despite recent rebounds, with tariffs and AI competition driving uncertainty .     - **S&P 500**: Flat near 6,039.40 amid mixed earnings and tariff concerns. Key support at 5,923.40; resistance at 6,100 .     Notable Movers     - **Apple**: +4% pre-market on strong iPhone 16 sales .       - **Boeing**: -3% due to FAA safety audits .   Asia/Europe   - **Hang Seng**: Rebounded 9% from recent lows, supported by USD weakness and Chinese policy easing .     - **Indian Markets**: Sensex surged 500 points, driven by stro

I am closely monitoring $Amazon.com(AMZN)$ as it prepares to release its earnings report for the fiscal year ending December 31, 2024, scheduled for February 6, 2025, after market close. This article will delve into Amazon's guidance compared to analysts' forecasts, identify key drivers influencing its performance, assess associated risks and opportunities, and propose two trading strategies with a high probability of profit based on current market conditions. Financial Projections and Analyst Expectations Amazon has provided guidance for fourth-quarter net sales between $181.5 billion and $188.5 billion, indicating a year-over-year growth of 7% to 11%. Analysts are optimistic, with consensus estimates pointing toward revenue of approximately $187

Hello, Tigers!This week, global attention is focused not only on tech stock earnings but also on the ongoing trade war. Tariff increases are fueling inflation concerns, affecting global markets every second.As investors, the short-term market has become increasingly unpredictable, with policy shifts creating uncertainty. In such a volatile environment, how should we position and adjust our assets?Let’s dive into this week’s Weekly Wealth Trends analysis:1.How Do Tariffs Affect the Market?1.1 U.S. Tariffs on Mexico and CanadaOn February 1, the Trump administration officially announced a 25% tariff on imports from Canada and Mexico, including an additional 10% tariff on Canadian energy resources, set to take effect on February 4. The White House warned that if these countries retaliate, the

Big-Tech’s PerformanceDeepSeek - Trump tariffs - tech company earnings reports, this is the main theme of trading in the U.S. stock market in the past few weeks.Market volatility has been significantly elevated so far this year, with macro-level concerns about the Fed's "rate cuts" and the strong dollar under the Trump tariffs.U.S. bond yields were unsurprisingly pulled back, even before the Fed's rate meeting, as the impact of DeepSeek unexpectedly triggered a safe-haven pullback early;Trump's tariffs are not new, in the 1.0 period, the market although mind, but more understand its significance more in the negotiation (Bargain), so also with easy to be digested;Rather, it's the earnings reports of big tech companies that have a greater guiding influence on the market.Technology companies,

$Amazon.com(AMZN)$ In today’s article, I’ll let you know whether I did after Amazon’s Q4 earnings announcement. We’ll cover several key aspects, starting with how massive this business has become in terms of revenue. Among the so-called "Magnificent 7" or FAANG stocks, Amazon is generating unparalleled revenue numbers. One of the most exciting developments is how Amazon’s e-commerce segment is now nearly as profitable as AWS. There was a time when that seemed impossible, but CEO Andy Jassy has successfully transformed the retail business into a profit machine. We'll also dive into Amazon’s Q1 guidance. Plus, we'll take a closer look at capital expenditures, especially since major cloud providers’ spending habits are a hot topic. If you’re like me

🚨🚨Global Equity Markets Today 7 Feb     US Markets   - **S&P 500** gained 0.36% to 6,039.40, supported by tech resilience, though Amazon (-4% post-earnings) weighed on sentiment due to cloud capacity concerns. The **Nasdaq 100** rose 0.54%, extending a three-day winning streak, while the **Dow** fell 0.28% amid Honeywell’s (-5.5%) weak guidance .     - **Tech Sector**: NVIDIA (+8%) rebounded on AI optimism, but competition from China’s DeepSeek poses risks .   - **Europe**:     - **STOXX 600** (+1.3%) and **DAX** (+1.5%) hit record highs, driven by strong earnings (e.g., BASF +7%, Siemens Healthineers +6.1%) and easing bond yields. Defense stocks retreated on Ukraine peace rumors .   - **Asia**:     -

Continuing the pattern of $Microsoft(MSFT)$ and $Alphabet(GOOG)$ $Alphabet(GOOGL)$ Q4 earnings season, $Amazon.com(AMZN)$ AWS also experienced capacity constraints due to "surging AI demand". Its cloud services unit also saw capacity constraints due to a "surge in AI demand".As a result, in its after-hours earnings report on February 6, Amazon's AWS growth rate was slightly weaker than expected, at +18.9% year-on-year, which was slightly lower than Q3's 19.1%.At the same time, the company in order to solve this problem is also a large increase in capital expenditure, Q4 Capex reached $ 26.3 billion, and even more than e

Alphabet's Q4 earnings fell short of expectations, with revenue coming in slightly below estimates. Despite the miss, the company's core search advertising business performed better than anticipated, offering some reassurance to investors. However, cloud revenue growth lagged behind projections, which remains a crucial concern as competition intensifies in the cloud computing space. Adding to investor worries, Alphabet announced plans to spend $75 billion on capital expenditures in 2025—significantly higher than expected—raising questions about the potential impact on profitability. On the other hand, Amazon exceeded Wall Street sales estimates for the final quarter of last year. However, there are weaknesses in its cloud computing segment and lower-than-expected revenue guidance. Upcoming

$Alphabet(GOOG)$ Google's stock has dropped 8% following the release of its Q4 2024 earnings report. Despite strong growth numbers, the market continues to sell off shares in after-hours trading. In today’s video, I’ll break down the key takeaways from Google's earnings, explore why the stock is declining, and discuss whether it's a buying opportunity. Earning Overview As always, I reviewed Google's Q4 earnings report and highlighted the most important figures. Google's total revenue grew 12% year-over-year to a record $96.5 billion. Google Services revenue increased 10% to $84.1 billion, while Google Cloud saw impressive 30% growth, reaching $12 billion. The company also reported a 31% rise in operating income and a 28% increase in net income, wi

The recent earnings reports from Alphabet and Amazon revealed disappointing cloud revenue growth, shaking investor confidence. As the cloud computing landscape faces increased competition and cautious enterprise spending, traders are left wondering how to navigate these giants' post-earnings performance. Here’s a strategic breakdown of trading opportunities and factors to monitor. Earnings Takeaways Alphabet: Google Cloud's revenue growth fell short of expectations, raising concerns about its ability to compete with rivals like Microsoft Azure and Amazon Web Services (AWS). Amazon: Despite being a cloud pioneer, AWS saw slower growth as businesses reevaluate their IT budgets amid macroeconomic uncertainty. Both companies cited enterprise spending pressures as key challenges, signaling pote

Alphabet's underperformance stemmed from weaker-than-expected growth in Google Cloud, a division once hailed as a high-growth engine. This unexpected slowdown rattled investors who had bet on cloud services and AI as key growth drivers. Why Amazon May Have an Edge AWS (Amazon Web Services) Leadership: AWS continues to dominate the cloud market, holding a larger market share than Google Cloud. Its strong customer base and expansive service offerings give it a competitive edge. AI-Powered Innovations: Amazon has been rapidly integrating AI into its cloud platform through services like Bedrock and CodeWhisperer, catering to enterprises seeking generative AI solutions. E-Commerce and Logistics Synergy: Amazon’s cloud and AI solutions are deeply integrated into its retail and logistics operatio

Hello, Tigers!This week, global attention is focused not only on tech stock earnings but also on the ongoing trade war. Tariff increases are fueling inflation concerns, affecting global markets every second.As investors, the short-term market has become increasingly unpredictable, with policy shifts creating uncertainty. In such a volatile environment, how should we position and adjust our assets?Let’s dive into this week’s Weekly Wealth Trends analysis:1.How Do Tariffs Affect the Market?1.1 U.S. Tariffs on Mexico and CanadaOn February 1, the Trump administration officially announced a 25% tariff on imports from Canada and Mexico, including an additional 10% tariff on Canadian energy resources, set to take effect on February 4. The White House warned that if these countries retaliate, the

I am closely monitoring $Amazon.com(AMZN)$ as it prepares to release its earnings report for the fiscal year ending December 31, 2024, scheduled for February 6, 2025, after market close. This article will delve into Amazon's guidance compared to analysts' forecasts, identify key drivers influencing its performance, assess associated risks and opportunities, and propose two trading strategies with a high probability of profit based on current market conditions. Financial Projections and Analyst Expectations Amazon has provided guidance for fourth-quarter net sales between $181.5 billion and $188.5 billion, indicating a year-over-year growth of 7% to 11%. Analysts are optimistic, with consensus estimates pointing toward revenue of approximately $187

Alphabet's Latest Earnings Report: Beat and Misses Alphabet Inc. ( $Alphabet(GOOG)$ ), released its Q4 2024 earnings report, with mixed results that have left investors wary. The company reported total revenue of $96.47 billion, slightly below analysts' expectations of $96.56 billion. However, it posted earnings per share (EPS) of $2.15, surpassing the expected $2.13. The segment-wise performance included a notable rise in YouTube ad revenue, which reached $10.47 billion, up from $8.9 billion in Q3 2024. Despite this, the Google Cloud segment generated $11.96 billion, missing the expected $12.19 billion. This mixed performance was accompanied by Alphabet's announcement of plans to invest a substantial $75 billion in capital expenditures

In the wake of DeepSeek impact, the wind direction of the market capital investment in AI faster step from the hardware layer to the application layer. $ $Alphabet(GOOGL)$ was naturally the most direct beneficiary, once hitting new highs. $Alphabet(GOOG)$ However, after the announcement of Q4 earnings on February 4, Google fell more than 6%, the market's direct reaction is relatively contradictory.On the one hand, because of AI-enhanced cloud business revenue is expected to be very high, but the actual performance is inferior, on the other hand, advertising and other businesses are positively performing under the auspices of AI.Performance and market feedbackOvera

US Markets   - **Tech Sector Volatility**: US tech stocks face pressure from China’s AI startup DeepSeek, which threatens high-cost US firms like Nvidia. The Nasdaq remains cautious despite recent rebounds, with tariffs and AI competition driving uncertainty .     - **S&P 500**: Flat near 6,039.40 amid mixed earnings and tariff concerns. Key support at 5,923.40; resistance at 6,100 .     Notable Movers     - **Apple**: +4% pre-market on strong iPhone 16 sales .       - **Boeing**: -3% due to FAA safety audits .   Asia/Europe   - **Hang Seng**: Rebounded 9% from recent lows, supported by USD weakness and Chinese policy easing .     - **Indian Markets**: Sensex surged 500 points, driven by stro

Amazon Q4 2024 Earnings Preview: AWS, Ads Drive Growth, Holiday Performance in Focus $Amazon.com(AMZN)$   is set to report its fourth quarter (Q4) 2024 earnings after the market closes on Thursday, 6 February 2025. In terms of market performance, Amazon's stock has risen 44.5% over the past 52 weeks, far outperforming the S&P 500 Index (+24.4%) and the Consumer Discretionary sector ETF (+30.7%). In comparison to other tech giants, Amazon's stock performance has also been superior, with $Alphabet(GOOG)$   up 17% and $Meta Platforms, Inc.(META)$ 

$Alphabet(GOOG)$ 's Google Cloud has long been the underdog in the cloud computing race, trailing behind AWS and Azure. While their overall cloud business has been a persistent challenge, one area where they consistently shine is data analytics. Google Cloud has cemented its position as a leader in the data lakehouse space, offering cutting-edge solutions like BigQuery that empower businesses to unlock the value hidden within their data. Now, Google is doubling down on its data and AI strengths, promising increased investment in these critical areas. This strategic focus could be the key to finally bringing their cloud business back on track. Why is this a smart move? - Data Lakehouse Dominance: Google Cloud's leadership in the data lake

$Microsoft(MSFT)$ Big news for Microsoft stock investors! The company's management has shared some important updates on its business progress, and I'm here to break them down for you in this article. Let's dive in and explore what these developments could mean for Microsoft's stock performance. Earning Overview Microsoft's recent quarterly financial results caused its stock price to drop. In this articles, I’ll walk through the key figures, explain why the stock is falling, and share whether I still consider Microsoft stock a good buy after these results. Let’s get into it. Overall, Microsoft reported second-quarter revenue of $69.6 billion, a 12% increase year-over-year. The biggest growth came from its Intelligent Cloud business, which saw a 19%

Alphabet ( $Alphabet(GOOG)$ ) is set to announce its fourth-quarter earnings on February 4, 2025. Analysts project earnings per share (EPS) of $2.13, reflecting a 30% year-over-year increase. Revenue is expected to rise 12% to $96.68 billion. The company has consistently exceeded analysts' earnings expectations for seven consecutive quarters. While the company's overall performance remains strong, several factors, including ongoing lawsuits and a dynamic regulatory landscape, add layers of complexity to the upcoming report. Analysts are keenly watching several key segments: Google Advertising: Expected to be a major driver with revenue estimates around $71.73 billion. Google Search & Other is forecasted to contribute approximately $53.29 billi

Alphabet released its Q4 2024 earnings on February 4, 2025. Here's a summary of the key highlights: Financial Performance: * Revenue: Consolidated Alphabet revenues in Q4 2024 increased 12% year over year to $96.5 billion. This reflects strong momentum across the business. * Google Services Revenue: Increased 10% to $84.1 billion, driven by strong performance in Google Search & other and YouTube ads. * Google Cloud Revenue: Increased 30% to $12.0 billion, led by growth in Google Cloud Platform (GCP) across core GCP products, AI Infrastructure, and Generative AI Solutions. * Operating Income: Total operating income increased 31%, and the operating margin expanded by 5 percentage points to 32%. * Net Income: Increased 28%, and EPS increased 31% to $2.15. Key Highlights: * AI Leadership:

Last Week's RecapThe US Market - A crazy volatile weekThe stock market saw massive losses Monday in AI hardware-related stocks amid fears that the AI model from China's DeepSeek will reduce the need for data centers, power and more. However, the $.SPX(.SPX)$ and $.IXIC(.IXIC)$ pared weekly losses, while the Dow Jones moved toward record highs.After tumbling 3.07% on Monday, the Nasdaq ended Friday with a weekly loss of 1.6%. The S&P 500 and blue-chip Dow finished the week 1% lower and 0.3% higher, respectively.The three major averages also posted monthly gains, with the $.SPX(.SPX)$ rising 2.7% and the Nasdaq advancing 1.6%. The Dow outperformed during the p

Charting new waters in a behemoth must be tricky. With the computing tech sector in flux over ai and quantum whats next to chip away at the old guard?⭐