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 Biggest Drop Ever: Capex Concerns Back, Enters Buy Zone Again?
Meta plunged 8% in its worst session since October 2023. First, a landmark ruling from a California jury on Wednesday found Meta and YouTube liable for "negligent platform design" leading to social media addiction in minors. Simultaneously, Meta confirmed it is expanding its El Paso, Texas data center project from a $1.5 billion initial plan to a staggering $10 billion megaproject. Aiming for 1 Gigawatt (1GW) of power capacity by 2028. Can Meta maintain its 30%+ operating margins if "Addiction Taxes" (legal settlements) become a recurring cost? Is it entering buy zone again?
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Comments

  • Sandyboy
    01-29
    Sandyboy
    So how right were the predictions?
    • koolgal: 
      I wrote in English but somehow my answers came out in Chinese.
    • koolgal: 
      Best of luck 🍀🍀🍀
    • koolgal: 
      Happy Trading 🌈🌈🌈💰💰💰
    • koolgal: 
      Stay tuned.
    • koolgal: 
      Apple is tonight.
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