🍎📦 8 Straight EPS Beats: Can-To The Moon - Tiger Brokers Online Investing Community - To The Moon

🍎📦 8 Straight EPS Beats: Can Apple or Amazon Keep Dominating?

This quarter's duel between Apple (AAPL) and Amazon (AMZN) is particularly fascinating.

Both companies have delivered 8 consecutive quarters of EPS beats, and revenue surprises in 7 of those. Now, all eyes are on whether they can extend their winning streak, or finally crack under pressure.

🔍 The Numbers:

-Apple ($Apple(AAPL)$ )

📊 EPS Estimate: $1.43

📈 Revenue Estimate: $88.96B

Track Record: EPS beats for 8 straight quarters. Strong pricing power, ecosystem stickiness, and potential upside from Vision Pro, AI upgrades, and India growth.

-Amazon ($Amazon.com(AMZN)$ )

📊 EPS Estimate: $1.31

📈 Revenue Estimate: $162.02B

Track Record: Also 8-for-8 on EPS. AWS stabilization, aggressive cost control, and Prime ecosystem scaling.

🧠 Who Has the Edge?

🔸 Apple brings resilience. Its cash flow engine is unmatched, and any upside surprise in AI integration or emerging market growth could reignite the bull case.

🔸 Amazon brings scalability. With AWS possibly past its trough and retail ops showing margin expansion, AMZN may have more upside surprise potential this quarter.

My View?

Amazon may win this quarter, but Apple remains the more defensive, high-moat, shareholder-friendly name for long-term compounders.

💼 Strategy for Investors:

As someone who navigates earnings season with a risk-adjusted lens, my positioning includes:

-Core hold in $Apple(AAPL)$ for stability, dividends, and optionality on new tech

-Tactical plays on $Amazon.com(AMZN)$ for short-to-mid term outperformance and AI-cloud re-rating

#TigerBrokers #StarContributor #EarningsSeason #AAPL #AMZN #FAANG #TechStocks #InvestmentStrategy #AppleEarnings #AmazonEarnings #MarketOutlook

Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?

Big Tech's earnings season is nearly complete — with only Nvidia left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled. As earnings wrap up, one question remains: did this quarter reaffirm your faith in Big Tech? Who surprise you the most? Is AI boom still the best theme in stock market?

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.

Comments

We need your insight to fill this gap

Leave a comment

22

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":461524138520992,"tweetId":"461524138520992","gmtCreate":1753695335202,"gmtModify":1753695479791,"author":{"id":3571488231897668,"idStr":"3571488231897668","authorId":3571488231897668,"authorIdStr":"3571488231897668","name":"Stayclose","avatar":"https://community-static.tradeup.com/news/c44188d69523972d4ecaf90872918fa8","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"4e86300037264823b9bb00ff44fc0f19-1","templateUuid":"4e86300037264823b9bb00ff44fc0f19","name":"Live trading challenger","description":"for 2 months ","bigImgUrl":"https://community-static.tradeup.com/news/8b003a3bf5345b99ab81c85272d831dd","smallImgUrl":"https://community-static.tradeup.com/news/885398afdc88c1ccec437c2db766c66e","grayImgUrl":"https://community-static.tradeup.com/news/afc369193ae735956fa2d778abb73c82","redirectLinkEnabled":0,"redirectLink":"https://www.tigerbrokers.com.sg/activity/market/2023/stock-contest?adcode=StockContest2023","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.03","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.19","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":326,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":302,"starInvestorOrderShareNum":252,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":401.06,"showRor":true,"investmentPhilosophy":"gains is gains, regardless how big or small it is.","winRationPercentage":84.816754,"tradeVolumeEst":0},"themes":[{"themeId":"0a60db678bf147ad83733f0220f6c71d","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0a60db678bf147ad83733f0220f6c71d}&rnconfig={\"headerBarHidden\": true}","description":"Big Tech's earnings season is nearly complete — with only Nvidia left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.\nAs earnings wrap up, one question remains: did this quarter reaffirm your faith in Big Tech? Who surprise you the most? Is AI boom still the best theme in stock market?","image":"https://community-static.tradeup.com/news/480b40082de1e53791b1c787e8ef29f5"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>🍎📦 8 Straight EPS Beats: Can Apple or Amazon Keep Dominating?</p>\n<p>This quarter's duel between Apple (AAPL) and Amazon (AMZN) is particularly fascinating.</p>\n<p><br></p>\n<p>Both companies have delivered 8 consecutive quarters of EPS beats, and revenue surprises in 7 of those. Now, all eyes are on whether they can extend their winning streak, or finally crack under pressure.</p>\n<p><br></p>\n<p>🔍 The Numbers:</p>\n<p>-Apple (<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>)</p>\n<p>📊 EPS Estimate: $1.43</p>\n<p>📈 Revenue Estimate: $88.96B</p>\n<p>Track Record: EPS beats for 8 straight quarters. Strong pricing power, ecosystem stickiness, and potential upside from Vision Pro, AI upgrades, and India growth.</p>\n<p>-Amazon (<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>)</p>\n<p>📊 EPS Estimate: $1.31</p>\n<p>📈 Revenue Estimate: $162.02B</p>\n<p>Track Record: Also 8-for-8 on EPS. AWS stabilization, aggressive cost control, and Prime ecosystem scaling.</p>\n<p><br></p>\n<p>🧠 Who Has the Edge?</p>\n<p>🔸 Apple brings resilience. Its cash flow engine is unmatched, and any upside surprise in AI integration or emerging market growth could reignite the bull case.</p>\n<p>🔸 Amazon brings scalability. With AWS possibly past its trough and retail ops showing margin expansion, AMZN may have more upside surprise potential this quarter.</p>\n<p>My View?</p>\n<p>Amazon may win this quarter, but Apple remains the more defensive, high-moat, shareholder-friendly name for long-term compounders.</p>\n<p><br></p>\n<p>💼 Strategy for Investors:</p>\n<p>As someone who navigates earnings season with a risk-adjusted lens, my positioning includes:</p>\n<p>-Core hold in&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> for stability, dividends, and optionality on new tech</p>\n<p>-Tactical plays on <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>&nbsp;for short-to-mid term outperformance and AI-cloud re-rating</p>\n<p><br></p>\n<p><br></p>\n<p>#TigerBrokers #StarContributor #EarningsSeason #AAPL #AMZN #FAANG #TechStocks #InvestmentStrategy #AppleEarnings #AmazonEarnings #MarketOutlook</p></body></html>","htmlText":"<html><head></head><body><p>🍎📦 8 Straight EPS Beats: Can Apple or Amazon Keep Dominating?</p>\n<p>This quarter's duel between Apple (AAPL) and Amazon (AMZN) is particularly fascinating.</p>\n<p><br></p>\n<p>Both companies have delivered 8 consecutive quarters of EPS beats, and revenue surprises in 7 of those. Now, all eyes are on whether they can extend their winning streak, or finally crack under pressure.</p>\n<p><br></p>\n<p>🔍 The Numbers:</p>\n<p>-Apple (<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>)</p>\n<p>📊 EPS Estimate: $1.43</p>\n<p>📈 Revenue Estimate: $88.96B</p>\n<p>Track Record: EPS beats for 8 straight quarters. Strong pricing power, ecosystem stickiness, and potential upside from Vision Pro, AI upgrades, and India growth.</p>\n<p>-Amazon (<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>)</p>\n<p>📊 EPS Estimate: $1.31</p>\n<p>📈 Revenue Estimate: $162.02B</p>\n<p>Track Record: Also 8-for-8 on EPS. AWS stabilization, aggressive cost control, and Prime ecosystem scaling.</p>\n<p><br></p>\n<p>🧠 Who Has the Edge?</p>\n<p>🔸 Apple brings resilience. Its cash flow engine is unmatched, and any upside surprise in AI integration or emerging market growth could reignite the bull case.</p>\n<p>🔸 Amazon brings scalability. With AWS possibly past its trough and retail ops showing margin expansion, AMZN may have more upside surprise potential this quarter.</p>\n<p>My View?</p>\n<p>Amazon may win this quarter, but Apple remains the more defensive, high-moat, shareholder-friendly name for long-term compounders.</p>\n<p><br></p>\n<p>💼 Strategy for Investors:</p>\n<p>As someone who navigates earnings season with a risk-adjusted lens, my positioning includes:</p>\n<p>-Core hold in&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a> for stability, dividends, and optionality on new tech</p>\n<p>-Tactical plays on <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>&nbsp;for short-to-mid term outperformance and AI-cloud re-rating</p>\n<p><br></p>\n<p><br></p>\n<p>#TigerBrokers #StarContributor #EarningsSeason #AAPL #AMZN #FAANG #TechStocks #InvestmentStrategy #AppleEarnings #AmazonEarnings #MarketOutlook</p></body></html>","text":"🍎📦 8 Straight EPS Beats: Can Apple or Amazon Keep Dominating? This quarter's duel between Apple (AAPL) and Amazon (AMZN) is particularly fascinating. Both companies have delivered 8 consecutive quarters of EPS beats, and revenue surprises in 7 of those. Now, all eyes are on whether they can extend their winning streak, or finally crack under pressure. 🔍 The Numbers: -Apple ($Apple(AAPL)$ ) 📊 EPS Estimate: $1.43 📈 Revenue Estimate: $88.96B Track Record: EPS beats for 8 straight quarters. Strong pricing power, ecosystem stickiness, and potential upside from Vision Pro, AI upgrades, and India growth. -Amazon ($Amazon.com(AMZN)$ ) 📊 EPS Estimate: $1.31 📈 Revenue Estimate: $162.02B Track Record: Also 8-for-8 on EPS. AWS stabilization, aggressive cost control, and Prime ecosystem scaling. 🧠 Who Has the Edge? 🔸 Apple brings resilience. Its cash flow engine is unmatched, and any upside surprise in AI integration or emerging market growth could reignite the bull case. 🔸 Amazon brings scalability. With AWS possibly past its trough and retail ops showing margin expansion, AMZN may have more upside surprise potential this quarter. My View? Amazon may win this quarter, but Apple remains the more defensive, high-moat, shareholder-friendly name for long-term compounders. 💼 Strategy for Investors: As someone who navigates earnings season with a risk-adjusted lens, my positioning includes: -Core hold in $Apple(AAPL)$ for stability, dividends, and optionality on new tech -Tactical plays on $Amazon.com(AMZN)$ for short-to-mid term outperformance and AI-cloud re-rating #TigerBrokers #StarContributor #EarningsSeason #AAPL #AMZN #FAANG #TechStocks #InvestmentStrategy #AppleEarnings #AmazonEarnings #MarketOutlook","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":22,"favoriteSize":0,"link":"https://ttm.financial/post/461524138520992","repostId":0,"isVote":1,"tweetType":1,"viewCount":328,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN","AAPL"],"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":1484,"optionInvolvedFlag":true,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/461524138520992"}