Microsoft Hits New Highs Again! Is Meta Next?

Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.” Meta Platforms got a boost Monday as the tech giant announced plans to introduce paid advertising to WhatsApp, opening up a new revenue stream. It's proving AI monetization to the market. --------- With the stock only one step from its all time high, will Meta be the next to set new high? Will you jump on the wagon of Microsoft?

+ Follow

+16

AN88

06-20

Yes Meta will hit high too

Cheechenn

06-20

Well hello hello Microsoft gaining traction once again

MaverickWealthBuilder

06-20

BIG TECH WEEKLY | What Challenges Does Big-Tech Face? Marvell Raises Guidance

Big-Tech’s PerformanceWeekly Macro Highlights: Escalation Between Iran and Israel, Powell vs. Trump War of Words, Stablecoin TurmoilThe escalation in the Middle East was one of the main drivers of market volatility this week. Israel’s strike on key Iranian facilities could lead to further increases in oil prices, fueling inflation expectations and exerting pressure on U.S. equities—particularly those in energy-sensitive sectors. While the upward trend in oil prices slightly eased this week, geopolitical uncertainty remains a key market risk for the foreseeable future.On the other hand, despite solid economic data, the Fed unsurprisingly refrained from cutting interest rates and reiterated concerns over tariffs and their potential inflationary effects. Trump again lambasted Powell as “stupi

BIG TECH WEEKLY | What Challenges Does Big-Tech Face? Marvell Raises Guidance

WallStreet_Tiger

06-18

All-Time High: Do You Know These US Stocks Up Over 50% YTD?

U.S. stocks have been hitting new all-time highs recently, with some names making repeat appearances. Stocks like MSFT, PLTR, OKLO, and PM were featured in our list last week and have continued to rise this week. We also see some new faces this time, such as ASTS and Spotify. Will you be adding these stocks to your watchlist — or are you already on board?1. $Circle Internet Corp.(CRCL)$ hit a new high of $165.60 with a stunning YTD gain of 381.13%. As the first publicly listed stablecoin issuer, Circle is being dubbed the “first stablecoin stock,” especially after the GENIUS Act passed as expected. Its strong 2024 revenue of $1.7 billion, 99% derived from interest on USDC reserves.The stablecoin spread, investing customer funds in short-term Treas

All-Time High: Do You Know These US Stocks Up Over 50% YTD?

Tiger_story

06-18

Meta's $14.9B acquisition of Scale AI: A new era for AI infrastructure

Not only the big model itself, Meta also wants to become a major AI infrastructure company.On June 10th local time, it was reported by the media that $Meta Platforms, Inc.(META)$ will acquire a 49% stake in Scale AI for $14.9 billion (equivalent to approximately 106.6 billion yuan). The co-founder of Scale AI, Alexandr Wang, will become the head of Meta's newly established "Super Intelligence Group."Based on the equity ratio, Wang and his team could potentially receive $7.4 billion from this deal, making it the most expensive "talent poaching" in Silicon Valley. For comparison, Google's acquisition of the DeepMind team in 2014 cost only $600 million.In an internal letter, Zuckerberg wrote, "We will build the future of AI together." Amidst the setb

Meta's $14.9B acquisition of Scale AI: A new era for AI infrastructure

WeChats

06-18

🚀 $Microsoft(MSFT)$ Skyrockets to New Highs: Can $Meta Platforms, Inc.(META)$ Follow the Lead? 🌟 Microsoft's shares have been soaring lately, marking new record highs in an impressive, consistent rally. After delivering blowout Q1 earnings that sent the stock surging 7.6% in just one day, Microsoft's price action has continued to impress—steady gains day after day without significant pullbacks. This is the classic illustration of the old investing adage, "slow and steady wins the race." But with Microsoft firmly in the spotlight, investors are starting to wonder: Could Meta Platforms be the next tech titan to hit new highs? 📈 Why Microsoft's Rall

Greg BOLAND

06-18

Greg Boland: Weekly Commentary on VIX, Put/ Call Ratio & BATMMAAN Stocks

US Stock MarketThe $S&P 500(.SPX)$ fell 0.8% to 5982 on Tuesday ET. The benchmark index has been in a tight trading range between a closing level of 5976 and 6045 for the past 8 sessions. There is resistance at the mid-February all-time high of 6147 and support at the recent low of 5800. 88 of the 500 rose led by Jabil that jumped 9% to a record high after the circuit board maker's results topped estimates and it lifted its forward outlook. $Verve Therapeutics(VERV)$ shares surged after $Eli Lilly(LLY)$ announced that it would acquire the gene-editing startup for about $1.3 billion. $Oracle(ORCL)$ is up m

Greg Boland: Weekly Commentary on VIX, Put/ Call Ratio & BATMMAAN Stocks

antiti

06-18

$Reddit(RDDT)$ launched two new AI-powered advertising features on Monday aimed at helping brands drive greater engagement by tapping user conversations on the platform, the company said.The company said its AI-driven tool, "Reddit Insights", would provide real-time insights to marketers for planning campaigns by identifying trends on the platform and testing campaign ideas.It will also provide a feature called "Conversation Summary Add-ons", allowing brands to integrate "positive" user comments directly under the ads to show what they think about the ad subject.Platforms such as Reddit, Snap (SNAP.N), opens new tab and Pinterest (PINS.N), opens new tab are leaning on AI-driven ad targeting tools to attract marketers in a fiercely competitive ad m

ToNi

06-17

The Golden Era of AI and Tech Stocks: Microsoft and Meta Leading the Future The rapid advancement of artificial intelligence (AI) technology is reshaping the global tech landscape, with Microsoft and Meta Platforms emerging as frontrunners due to their strategic AI initiatives and robust market performance. Based on recent trends—Microsoft’s strong Q1 earnings and steady Azure growth, alongside Meta’s innovative WhatsApp ad strategy and AI monetization efforts—these tech giants are solidifying their positions in the stock market. Despite some market skepticism about AI investment returns, there is compelling evidence to remain bullish on the future of AI and tech stocks. Microsoft: The Steady AI Trailblazer Microsoft has leveraged its partnership with OpenAI and the integration of AI into

JiaDeName

06-17

Not into META or MSFT lol. No money to invest lol. But if you ask me who has a longer runway and greater growth trajectory? My answer would be META. Possibilities are endless with META, whereas MSFT seems to be running into a brick wall. Kinda stagnating business I feel. @BABY SPACEROCK @LULU ROCKET @Bubble5728 @Surewin88

LULU ROCKET

06-17

Of all the Mag 7 stocks, I really love META because it is something I can't do without daily. I can't stop texting using WA, can't stop scrolling FB and Insta. META is love ❤️

LULU ROCKET

06-17

META being the new kid in town? HELL YEAH! I can't do a day without talking to META AI when I'm bored. I consult META AI on my homework woes too. Love WA, insta and FB too. LOVE META TO THE MOON AND BACK. @SPACE ROCKET @JiaDeName @BABY SPACEROCK

LULU ROCKET

06-17

Not into Microsoft though I'm definitely a Microsoft fan compared to an Apple fan. Just not into using APPL products.

BABY SPACEROCK

06-17

META is one of my favourite. Can't go a day without WA, FB and Insta. Buffet says to buy the stocks you can't do without, and META is one of them. @LULU ROCKET @JiaDeName

Twelve_E

06-17

OpenAI Won a $200M Defense Contract, Good for PLTR, MSFT, NVDA

OpenAI has indeed secured a $200 million contract with the United States Department of Defense. This contract represents OpenAI's first collaboration in applying artificial intelligence technology within the government sector.According to statements from the Department of Defense, this one-year contract aims to develop prototype cutting-edge AI capabilities to address critical national security challenges in both warfighting and enterprise domains. Additionally, OpenAI plans to demonstrate how cutting-edge AI can significantly improve administrative operations, such as how military personnel receive healthcare and cyber defense. All military applications of AI will comply with OpenAI's usage guidelines.At the same time, the company anounces OPENAI HAS DECIDED TO DEPRECATE GPT-4.5 > acce

OpenAI Won a $200M Defense Contract, Good for PLTR, MSFT, NVDA

yourcelesttyy

06-17

Microsoft’s Meteoric Rise: Will Meta Be the Next Tech Titan to Soar?

The stock market in 2025 is a battleground of innovation and momentum, with tech giants like Microsoft ( $Microsoft(MSFT)$ ) and Meta Platforms ( $Meta Platforms, Inc.(META)$ ) leading the charge. Microsoft has been on an unstoppable tear, hitting a new all-time high of $478.87 on June 12, 2025, after a Q1 earnings beat that sparked a 7.6% single-day surge. Meanwhile, Meta Platforms is gaining traction, boosted by its announcement of paid advertising on WhatsApp, a move that could unlock significant revenue. With Meta’s stock just 7.2% shy of its February 2025 peak, investors are asking: will Meta be the next to set a new high, and should they jump on Microsoft’s wagon? This report dives into the drivers,

Microsoft’s Meteoric Rise: Will Meta Be the Next Tech Titan to Soar?

MaverickWealthBuilder

06-17

Meta's AI Monetization? WhatsApp Ads Raises Financial Outlook

$Meta Platforms, Inc.(META)$ has recently announced a pivotal shift in its WhatsApp strategy by introducing advertising to the platform, marking a departure from its long-standing "no ads" policy. This move aims to monetize WhatsApp’s massive user base of over 3 billion monthly active users, leveraging its Updates tab for ads, channel subscriptions, and promoted channels. This report analyzes Meta’s strategic pivot, recent financial performance, market expectations, and valuation implications, arguing that while the advertising initiative presents significant revenue potential, it must navigate user privacy concerns and market dynamics to ensure long-term success.WhastApp to start showing ads in messaging app launches news monetisation featuresStr

Meta's AI Monetization? WhatsApp Ads Raises Financial Outlook

Guava123

06-16

Comprehensive article

sunnyshang114

06-16

Tiger trade 9.0 tiger GPT AI Investing assistant

MaverickWealthBuilder

06-16

Technology Macro: From Pseudo Bull To Structural Bull?

This week's tech market has hidden a lot of structural variability in the midst of overall moderation.From the macro to the plate, to the company's fundamentals, multiple dimensions intertwined the current complex and full of opportunities.First, the macro risk is rising: tariff game resurfacesWhile the military tension between Israel and Iran has not subsided, a new round of tariff negotiations between the US and Vietnam has become the focus of recent market attention.Bloomberg reported that the U.S. is proposing to impose 20-25% tariffs on Vietnam's exports, significantly higher than the 10% range previously expected by the market.Tariff risk has re-emerged as a major variable weighing on risk appetite as the July 9 deadline for negotiations approaches.Over the past few weeks, market cap

Technology Macro: From Pseudo Bull To Structural Bull?

Invest in Global Markets with Tiger Brokers!

Open App

{"data":{"themeId":"ef87ffef961546a5aa8678b0024909bb","name":"Microsoft Hits New Highs Again! Is Meta Next?","description":"Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.”\nMeta Platforms got a boost Monday as the tech giant announced plans to introduce paid advertising to WhatsApp, opening up a new revenue stream. It's proving AI monetization to the market.\n---------\nWith the stock only one step from its all time high, will Meta be the next to set new high?\nWill you jump on the wagon of Microsoft?","image":"https://community-static.tradeup.com/news/b2abfea5c7f49bda628bebe22af9ebda","type":0,"style":1,"follow":false,"createTime":1745550337351,"userCounts":16,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ef87ffef961546a5aa8678b0024909bb}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1750435200000,"rewardEnd":true,"symbols":[],"tweetCounts":278,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Microsoft Hits New Highs Again! Is Meta Next?","tweetAmount":278,"imageIsDefault":false},"tab":"all","allList":[{"id":448042082743040,"gmtCreate":1750408026800,"gmtModify":1750408029890,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4181877949416372","authorIdStr":"4181877949416372"},"themes":[],"htmlText":"Yes Meta will hit high too","listText":"Yes Meta will hit high too","text":"Yes Meta will hit high too","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/448042082743040","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":448041880711488,"gmtCreate":1750407497295,"gmtModify":1750407500385,"author":{"id":"4167877893947132","authorId":"4167877893947132","name":"Cheechenn","avatar":"https://community-static.tradeup.com/news/e216bd0bacb66d781c9921e6f326d406","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4167877893947132","authorIdStr":"4167877893947132"},"themes":[],"htmlText":"Well hello hello Microsoft gaining traction once again&nbsp;","listText":"Well hello hello Microsoft gaining traction once again&nbsp;","text":"Well hello hello Microsoft gaining traction once again","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/448041880711488","isVote":1,"tweetType":1,"viewCount":549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":448006465937544,"gmtCreate":1750404004964,"gmtModify":1750462439816,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"BIG TECH WEEKLY | What Challenges Does Big-Tech Face? Marvell Raises Guidance","htmlText":"Big-Tech’s PerformanceWeekly Macro Highlights: Escalation Between Iran and Israel, Powell vs. Trump War of Words, Stablecoin TurmoilThe escalation in the Middle East was one of the main drivers of market volatility this week. Israel’s strike on key Iranian facilities could lead to further increases in oil prices, fueling inflation expectations and exerting pressure on U.S. equities—particularly those in energy-sensitive sectors. While the upward trend in oil prices slightly eased this week, geopolitical uncertainty remains a key market risk for the foreseeable future.On the other hand, despite solid economic data, the Fed unsurprisingly refrained from cutting interest rates and reiterated concerns over tariffs and their potential inflationary effects. Trump again lambasted Powell as “stupi","listText":"Big-Tech’s PerformanceWeekly Macro Highlights: Escalation Between Iran and Israel, Powell vs. Trump War of Words, Stablecoin TurmoilThe escalation in the Middle East was one of the main drivers of market volatility this week. Israel’s strike on key Iranian facilities could lead to further increases in oil prices, fueling inflation expectations and exerting pressure on U.S. equities—particularly those in energy-sensitive sectors. While the upward trend in oil prices slightly eased this week, geopolitical uncertainty remains a key market risk for the foreseeable future.On the other hand, despite solid economic data, the Fed unsurprisingly refrained from cutting interest rates and reiterated concerns over tariffs and their potential inflationary effects. Trump again lambasted Powell as “stupi","text":"Big-Tech’s PerformanceWeekly Macro Highlights: Escalation Between Iran and Israel, Powell vs. Trump War of Words, Stablecoin TurmoilThe escalation in the Middle East was one of the main drivers of market volatility this week. Israel’s strike on key Iranian facilities could lead to further increases in oil prices, fueling inflation expectations and exerting pressure on U.S. equities—particularly those in energy-sensitive sectors. While the upward trend in oil prices slightly eased this week, geopolitical uncertainty remains a key market risk for the foreseeable future.On the other hand, despite solid economic data, the Fed unsurprisingly refrained from cutting interest rates and reiterated concerns over tariffs and their potential inflationary effects. Trump again lambasted Powell as “stupi","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":49,"commentSize":3,"repostSize":8,"link":"https://ttm.financial/post/448006465937544","isVote":1,"tweetType":1,"viewCount":12311,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185398225303912","authorId":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4185398225303912","authorIdStr":"4185398225303912"},"content":"For global money to flow through the NYSE, the FED must be neutral. The dollar is up in the last few days, hopefully as a sign of confidence in FED Chair Powell to hold the line, despite the almost weekly Presidential gaslighting. If President Trump really wants to strengthen Dollar, from a global investor lens, re-appointing Mr. Powell would probably go a long way to doing this. At least this FED Chair can be relyed upon not to do anything impulsively or in a hurry.","text":"For global money to flow through the NYSE, the FED must be neutral. The dollar is up in the last few days, hopefully as a sign of confidence in FED Chair Powell to hold the line, despite the almost weekly Presidential gaslighting. If President Trump really wants to strengthen Dollar, from a global investor lens, re-appointing Mr. Powell would probably go a long way to doing this. At least this FED Chair can be relyed upon not to do anything impulsively or in a hurry.","html":"For global money to flow through the NYSE, the FED must be neutral. The dollar is up in the last few days, hopefully as a sign of confidence in FED Chair Powell to hold the line, despite the almost weekly Presidential gaslighting. If President Trump really wants to strengthen Dollar, from a global investor lens, re-appointing Mr. Powell would probably go a long way to doing this. At least this FED Chair can be relyed upon not to do anything impulsively or in a hurry."}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":447337195049096,"gmtCreate":1750240608751,"gmtModify":1750240850515,"author":{"id":"9000000000000419","authorId":"9000000000000419","name":"WallStreet_Tiger","avatar":"https://community-static.tradeup.com/news/1fdbba25bcf5dea3f281241ba1320d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000419","authorIdStr":"9000000000000419"},"themes":[],"title":"All-Time High: Do You Know These US Stocks Up Over 50% YTD?","htmlText":"U.S. stocks have been hitting new all-time highs recently, with some names making repeat appearances. Stocks like MSFT, PLTR, OKLO, and PM were featured in our list last week and have continued to rise this week. We also see some new faces this time, such as ASTS and Spotify. Will you be adding these stocks to your watchlist — or are you already on board?1. <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> hit a new high of $165.60 with a stunning YTD gain of 381.13%. As the first publicly listed stablecoin issuer, Circle is being dubbed the “first stablecoin stock,” especially after the GENIUS Act passed as expected. Its strong 2024 revenue of $1.7 billion, 99% derived from interest on USDC reserves.The stablecoin spread, investing customer funds in short-term Treas","listText":"U.S. stocks have been hitting new all-time highs recently, with some names making repeat appearances. Stocks like MSFT, PLTR, OKLO, and PM were featured in our list last week and have continued to rise this week. We also see some new faces this time, such as ASTS and Spotify. Will you be adding these stocks to your watchlist — or are you already on board?1. <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> hit a new high of $165.60 with a stunning YTD gain of 381.13%. As the first publicly listed stablecoin issuer, Circle is being dubbed the “first stablecoin stock,” especially after the GENIUS Act passed as expected. Its strong 2024 revenue of $1.7 billion, 99% derived from interest on USDC reserves.The stablecoin spread, investing customer funds in short-term Treas","text":"U.S. stocks have been hitting new all-time highs recently, with some names making repeat appearances. Stocks like MSFT, PLTR, OKLO, and PM were featured in our list last week and have continued to rise this week. We also see some new faces this time, such as ASTS and Spotify. Will you be adding these stocks to your watchlist — or are you already on board?1. $Circle Internet Corp.(CRCL)$ hit a new high of $165.60 with a stunning YTD gain of 381.13%. As the first publicly listed stablecoin issuer, Circle is being dubbed the “first stablecoin stock,” especially after the GENIUS Act passed as expected. Its strong 2024 revenue of $1.7 billion, 99% derived from interest on USDC reserves.The stablecoin spread, investing customer funds in short-term Treas","images":[{"img":"https://community-static.tradeup.com/news/f1575387c06c70226256ec72577019ad"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":145,"commentSize":0,"repostSize":11,"link":"https://ttm.financial/post/447337195049096","isVote":1,"tweetType":1,"viewCount":16199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":447303216078984,"gmtCreate":1750232313104,"gmtModify":1750246686067,"author":{"id":"9000000000000448","authorId":"9000000000000448","name":"Tiger_story","avatar":"https://community-static.tradeup.com/news/fadf643dc834b9ce2a65e9f9d0a73f7e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000448","authorIdStr":"9000000000000448"},"themes":[],"title":"Meta's $14.9B acquisition of Scale AI: A new era for AI infrastructure","htmlText":"Not only the big model itself, Meta also wants to become a major AI infrastructure company.On June 10th local time, it was reported by the media that <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> will acquire a 49% stake in Scale AI for $14.9 billion (equivalent to approximately 106.6 billion yuan). The co-founder of Scale AI, Alexandr Wang, will become the head of Meta's newly established \"Super Intelligence Group.\"Based on the equity ratio, Wang and his team could potentially receive $7.4 billion from this deal, making it the most expensive \"talent poaching\" in Silicon Valley. For comparison, Google's acquisition of the DeepMind team in 2014 cost only $600 million.In an internal letter, Zuckerberg wrote, \"We will build the future of AI together.\" Amidst the setb","listText":"Not only the big model itself, Meta also wants to become a major AI infrastructure company.On June 10th local time, it was reported by the media that <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> will acquire a 49% stake in Scale AI for $14.9 billion (equivalent to approximately 106.6 billion yuan). The co-founder of Scale AI, Alexandr Wang, will become the head of Meta's newly established \"Super Intelligence Group.\"Based on the equity ratio, Wang and his team could potentially receive $7.4 billion from this deal, making it the most expensive \"talent poaching\" in Silicon Valley. For comparison, Google's acquisition of the DeepMind team in 2014 cost only $600 million.In an internal letter, Zuckerberg wrote, \"We will build the future of AI together.\" Amidst the setb","text":"Not only the big model itself, Meta also wants to become a major AI infrastructure company.On June 10th local time, it was reported by the media that $Meta Platforms, Inc.(META)$ will acquire a 49% stake in Scale AI for $14.9 billion (equivalent to approximately 106.6 billion yuan). The co-founder of Scale AI, Alexandr Wang, will become the head of Meta's newly established \"Super Intelligence Group.\"Based on the equity ratio, Wang and his team could potentially receive $7.4 billion from this deal, making it the most expensive \"talent poaching\" in Silicon Valley. For comparison, Google's acquisition of the DeepMind team in 2014 cost only $600 million.In an internal letter, Zuckerberg wrote, \"We will build the future of AI together.\" Amidst the setb","images":[{"img":"https://community-static.tradeup.com/news/122e0bf1129474ca324bea9316ced7fe"},{"img":"https://community-static.tradeup.com/news/349b98a81a9e1a7ce03da8b7aa008809"},{"img":"https://community-static.tradeup.com/news/14151a11e1ef125df5c6b799ce99b9ca"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":5,"repostSize":5,"link":"https://ttm.financial/post/447303216078984","isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100909900193040","authorId":"4100909900193040","name":"Twelve_E","avatar":"https://static.tigerbbs.com/cfe7691e5de91fdc66dd91dd80b1207c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4100909900193040","authorIdStr":"4100909900193040"},"content":"Some AI infrastructure-related stocks listed on the Nasdaq and New York Stock Exchange (NYSE): AI Infrastructure Stocks Listed on Nasdaq $NVIDIA(NVDA)$ : Nvidia is a leader in AI hardware and software, with its CUDA software platform providing robust support for AI developers. $Advanced Micro Devices(AMD)$ : AMD has a notable market share in AI inference and strong performance in the data center CPU market. $Arista Networks(ANET)$ : Arista Networks offers highly scalable and programmable networking solutions, with its AI suite focusing on network optimization and security. $UiPath(PATH)$ : UiPath provides an end-to-end automation platform that embeds AI, machine learning, and natural language processing capabilities. $CoreWeave, Inc.(CRWV)$ : CoreWeave specializes in GPU-accelerated cloud computing, offering optimized infrastructure for AI training and inference. AI Infrastructure Stocks Listed on NYSE $Alphabet(GOOG)$ : Alphabet is a leader in AI and cloud computing, with its Google Cloud Platform (GCP) poised to benefit from AI deployments. $Microsoft(MSFT)$ : Microsoft leads in AI and cloud computing through its Azure platform and has a strategic partnership with OpenAI. $BWX Technologies Inc(BWXT)$ : BWX Technologies has significant advantages in AI infrastructure construction, with business involvement in nuclear energy and data centers. $Five9(FIVN)$ : Five9 provides intelligent cloud software, with its platform combining AI tools for call center services. $MasTec(MTZ)$ : MasTec is an infrastructure construction company, focusing on the construction and maintenance of communications, energy, and data centers. These companies have different strengths and growth potential in the AI infrastructure sector, and investors can make choices based on their own risk preferences and investment objectives.","text":"Some AI infrastructure-related stocks listed on the Nasdaq and New York Stock Exchange (NYSE): AI Infrastructure Stocks Listed on Nasdaq $NVIDIA(NVDA)$ : Nvidia is a leader in AI hardware and software, with its CUDA software platform providing robust support for AI developers. $Advanced Micro Devices(AMD)$ : AMD has a notable market share in AI inference and strong performance in the data center CPU market. $Arista Networks(ANET)$ : Arista Networks offers highly scalable and programmable networking solutions, with its AI suite focusing on network optimization and security. $UiPath(PATH)$ : UiPath provides an end-to-end automation platform that embeds AI, machine learning, and natural language processing capabilities. $CoreWeave, Inc.(CRWV)$ : CoreWeave specializes in GPU-accelerated cloud computing, offering optimized infrastructure for AI training and inference. AI Infrastructure Stocks Listed on NYSE $Alphabet(GOOG)$ : Alphabet is a leader in AI and cloud computing, with its Google Cloud Platform (GCP) poised to benefit from AI deployments. $Microsoft(MSFT)$ : Microsoft leads in AI and cloud computing through its Azure platform and has a strategic partnership with OpenAI. $BWX Technologies Inc(BWXT)$ : BWX Technologies has significant advantages in AI infrastructure construction, with business involvement in nuclear energy and data centers. $Five9(FIVN)$ : Five9 provides intelligent cloud software, with its platform combining AI tools for call center services. $MasTec(MTZ)$ : MasTec is an infrastructure construction company, focusing on the construction and maintenance of communications, energy, and data centers. These companies have different strengths and growth potential in the AI infrastructure sector, and investors can make choices based on their own risk preferences and investment objectives.","html":"Some AI infrastructure-related stocks listed on the Nasdaq and New York Stock Exchange (NYSE): AI Infrastructure Stocks Listed on Nasdaq $NVIDIA(NVDA)$ : Nvidia is a leader in AI hardware and software, with its CUDA software platform providing robust support for AI developers. $Advanced Micro Devices(AMD)$ : AMD has a notable market share in AI inference and strong performance in the data center CPU market. $Arista Networks(ANET)$ : Arista Networks offers highly scalable and programmable networking solutions, with its AI suite focusing on network optimization and security. $UiPath(PATH)$ : UiPath provides an end-to-end automation platform that embeds AI, machine learning, and natural language processing capabilities. $CoreWeave, Inc.(CRWV)$ : CoreWeave specializes in GPU-accelerated cloud computing, offering optimized infrastructure for AI training and inference. AI Infrastructure Stocks Listed on NYSE $Alphabet(GOOG)$ : Alphabet is a leader in AI and cloud computing, with its Google Cloud Platform (GCP) poised to benefit from AI deployments. $Microsoft(MSFT)$ : Microsoft leads in AI and cloud computing through its Azure platform and has a strategic partnership with OpenAI. $BWX Technologies Inc(BWXT)$ : BWX Technologies has significant advantages in AI infrastructure construction, with business involvement in nuclear energy and data centers. $Five9(FIVN)$ : Five9 provides intelligent cloud software, with its platform combining AI tools for call center services. $MasTec(MTZ)$ : MasTec is an infrastructure construction company, focusing on the construction and maintenance of communications, energy, and data centers. These companies have different strengths and growth potential in the AI infrastructure sector, and investors can make choices based on their own risk preferences and investment objectives."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":447325695804072,"gmtCreate":1750231429663,"gmtModify":1750233005055,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186204260634262","authorIdStr":"4186204260634262"},"themes":[],"htmlText":"🚀&nbsp;<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Skyrockets to New Highs: Can&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp; Follow the Lead? 🌟 Microsoft's shares have been soaring lately, marking new record highs in an impressive, consistent rally. After delivering blowout Q1 earnings that sent the stock surging 7.6% in just one day, Microsoft's price action has continued to impress—steady gains day after day without significant pullbacks. This is the classic illustration of the old investing adage, \"slow and steady wins the race.\" But with Microsoft firmly in the spotlight, investors are starting to wonder: Could Meta Platforms be the next tech titan to hit new highs? 📈 Why Microsoft's Rall","listText":"🚀&nbsp;<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Skyrockets to New Highs: Can&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp; Follow the Lead? 🌟 Microsoft's shares have been soaring lately, marking new record highs in an impressive, consistent rally. After delivering blowout Q1 earnings that sent the stock surging 7.6% in just one day, Microsoft's price action has continued to impress—steady gains day after day without significant pullbacks. This is the classic illustration of the old investing adage, \"slow and steady wins the race.\" But with Microsoft firmly in the spotlight, investors are starting to wonder: Could Meta Platforms be the next tech titan to hit new highs? 📈 Why Microsoft's Rall","text":"🚀 $Microsoft(MSFT)$ Skyrockets to New Highs: Can $Meta Platforms, Inc.(META)$ Follow the Lead? 🌟 Microsoft's shares have been soaring lately, marking new record highs in an impressive, consistent rally. After delivering blowout Q1 earnings that sent the stock surging 7.6% in just one day, Microsoft's price action has continued to impress—steady gains day after day without significant pullbacks. This is the classic illustration of the old investing adage, \"slow and steady wins the race.\" But with Microsoft firmly in the spotlight, investors are starting to wonder: Could Meta Platforms be the next tech titan to hit new highs? 📈 Why Microsoft's Rall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/447325695804072","isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"I think microsoft will hit 650.Extremely Bullish even 800 anaylst are giving wrong price estimates im trying to figure out why ? Congrats longs","text":"I think microsoft will hit 650.Extremely Bullish even 800 anaylst are giving wrong price estimates im trying to figure out why ? Congrats longs","html":"I think microsoft will hit 650.Extremely Bullish even 800 anaylst are giving wrong price estimates im trying to figure out why ? Congrats longs"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":447284158943312,"gmtCreate":1750227578502,"gmtModify":1750227752566,"author":{"id":"4098923898631570","authorId":"4098923898631570","name":"Greg BOLAND","avatar":"https://community-static.tradeup.com/news/ba8b1a5fea08b02c9b059887b1227fcd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098923898631570","authorIdStr":"4098923898631570"},"themes":[],"title":"Greg Boland: Weekly Commentary on VIX, Put/ Call Ratio & BATMMAAN Stocks","htmlText":"US Stock MarketThe <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> fell 0.8% to 5982 on Tuesday ET. The benchmark index has been in a tight trading range between a closing level of 5976 and 6045 for the past 8 sessions.&nbsp; There is resistance at the mid-February all-time high of 6147 and support at the recent low of 5800. 88 of the 500 rose led by Jabil that jumped 9% to a record high after the circuit board maker's results topped estimates and it lifted its forward outlook.&nbsp; <a href=\"https://ttm.financial/S/VERV\">$Verve Therapeutics(VERV)$</a> shares surged after <a href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a> announced that it would acquire the gene-editing startup for about $1.3 billion. <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> is up m","listText":"US Stock MarketThe <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> fell 0.8% to 5982 on Tuesday ET. The benchmark index has been in a tight trading range between a closing level of 5976 and 6045 for the past 8 sessions.&nbsp; There is resistance at the mid-February all-time high of 6147 and support at the recent low of 5800. 88 of the 500 rose led by Jabil that jumped 9% to a record high after the circuit board maker's results topped estimates and it lifted its forward outlook.&nbsp; <a href=\"https://ttm.financial/S/VERV\">$Verve Therapeutics(VERV)$</a> shares surged after <a href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a> announced that it would acquire the gene-editing startup for about $1.3 billion. <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> is up m","text":"US Stock MarketThe $S&P 500(.SPX)$ fell 0.8% to 5982 on Tuesday ET. The benchmark index has been in a tight trading range between a closing level of 5976 and 6045 for the past 8 sessions. There is resistance at the mid-February all-time high of 6147 and support at the recent low of 5800. 88 of the 500 rose led by Jabil that jumped 9% to a record high after the circuit board maker's results topped estimates and it lifted its forward outlook. $Verve Therapeutics(VERV)$ shares surged after $Eli Lilly(LLY)$ announced that it would acquire the gene-editing startup for about $1.3 billion. $Oracle(ORCL)$ is up m","images":[{"img":"https://community-static.tradeup.com/news/b8ed2e1d6e01351cb48fd2afc66bd864"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":35,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/447284158943312","isVote":1,"tweetType":1,"viewCount":9493,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581725970295674","authorId":"3581725970295674","name":"wheeheepoh","avatar":"https://community-static.tradeup.com/news/658a31b1e6a220611967d42c078c50a5","crmLevel":7,"crmLevelSwitch":1,"idStr":"3581725970295674","authorIdStr":"3581725970295674"},"content":"An actual quality post on Tiger that is informative and educational","text":"An actual quality post on Tiger that is informative and educational","html":"An actual quality post on Tiger that is informative and educational"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":447213714264224,"gmtCreate":1750210555029,"gmtModify":1750210560271,"author":{"id":"4104463084108650","authorId":"4104463084108650","name":"antiti","avatar":"https://static.itradeup.com/news/799de6aa16aee34a13e36b139ff24e8a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4104463084108650","authorIdStr":"4104463084108650"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> launched two new AI-powered advertising features on Monday aimed at helping brands drive greater engagement by tapping user conversations on the platform, the company said.The company said its AI-driven tool, \"Reddit Insights\", would provide real-time insights to marketers for planning campaigns by identifying trends on the platform and testing campaign ideas.It will also provide a feature called \"Conversation Summary Add-ons\", allowing brands to integrate \"positive\" user comments directly under the ads to show what they think about the ad subject.Platforms such as Reddit, Snap (SNAP.N), opens new tab and Pinterest (PINS.N), opens new tab are leaning on AI-driven ad targeting tools to attract marketers in a fiercely competitive ad m","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> launched two new AI-powered advertising features on Monday aimed at helping brands drive greater engagement by tapping user conversations on the platform, the company said.The company said its AI-driven tool, \"Reddit Insights\", would provide real-time insights to marketers for planning campaigns by identifying trends on the platform and testing campaign ideas.It will also provide a feature called \"Conversation Summary Add-ons\", allowing brands to integrate \"positive\" user comments directly under the ads to show what they think about the ad subject.Platforms such as Reddit, Snap (SNAP.N), opens new tab and Pinterest (PINS.N), opens new tab are leaning on AI-driven ad targeting tools to attract marketers in a fiercely competitive ad m","text":"$Reddit(RDDT)$ launched two new AI-powered advertising features on Monday aimed at helping brands drive greater engagement by tapping user conversations on the platform, the company said.The company said its AI-driven tool, \"Reddit Insights\", would provide real-time insights to marketers for planning campaigns by identifying trends on the platform and testing campaign ideas.It will also provide a feature called \"Conversation Summary Add-ons\", allowing brands to integrate \"positive\" user comments directly under the ads to show what they think about the ad subject.Platforms such as Reddit, Snap (SNAP.N), opens new tab and Pinterest (PINS.N), opens new tab are leaning on AI-driven ad targeting tools to attract marketers in a fiercely competitive ad m","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447213714264224","isVote":1,"tweetType":1,"viewCount":478,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":447190089798136,"gmtCreate":1750198670890,"gmtModify":1750198682134,"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197851430299452","authorIdStr":"4197851430299452"},"themes":[],"htmlText":"The Golden Era of AI and Tech Stocks: Microsoft and Meta Leading the Future The rapid advancement of artificial intelligence (AI) technology is reshaping the global tech landscape, with Microsoft and Meta Platforms emerging as frontrunners due to their strategic AI initiatives and robust market performance. Based on recent trends—Microsoft’s strong Q1 earnings and steady Azure growth, alongside Meta’s innovative WhatsApp ad strategy and AI monetization efforts—these tech giants are solidifying their positions in the stock market. Despite some market skepticism about AI investment returns, there is compelling evidence to remain bullish on the future of AI and tech stocks. Microsoft: The Steady AI Trailblazer Microsoft has leveraged its partnership with OpenAI and the integration of AI into","listText":"The Golden Era of AI and Tech Stocks: Microsoft and Meta Leading the Future The rapid advancement of artificial intelligence (AI) technology is reshaping the global tech landscape, with Microsoft and Meta Platforms emerging as frontrunners due to their strategic AI initiatives and robust market performance. Based on recent trends—Microsoft’s strong Q1 earnings and steady Azure growth, alongside Meta’s innovative WhatsApp ad strategy and AI monetization efforts—these tech giants are solidifying their positions in the stock market. Despite some market skepticism about AI investment returns, there is compelling evidence to remain bullish on the future of AI and tech stocks. Microsoft: The Steady AI Trailblazer Microsoft has leveraged its partnership with OpenAI and the integration of AI into","text":"The Golden Era of AI and Tech Stocks: Microsoft and Meta Leading the Future The rapid advancement of artificial intelligence (AI) technology is reshaping the global tech landscape, with Microsoft and Meta Platforms emerging as frontrunners due to their strategic AI initiatives and robust market performance. Based on recent trends—Microsoft’s strong Q1 earnings and steady Azure growth, alongside Meta’s innovative WhatsApp ad strategy and AI monetization efforts—these tech giants are solidifying their positions in the stock market. Despite some market skepticism about AI investment returns, there is compelling evidence to remain bullish on the future of AI and tech stocks. Microsoft: The Steady AI Trailblazer Microsoft has leveraged its partnership with OpenAI and the integration of AI into","images":[{"img":"https://community-static.tradeup.com/news/de4da71f7c8fa3d8f708da207e8a9f6f","width":"720","height":"960"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447190089798136","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":447238281298112,"gmtCreate":1750194323142,"gmtModify":1750194327476,"author":{"id":"4098932726636920","authorId":"4098932726636920","name":"JiaDeName","avatar":"https://community-static.tradeup.com/news/e7beecab36e339c3f70f7f376baf033e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098932726636920","authorIdStr":"4098932726636920"},"themes":[],"htmlText":"Not into META or MSFT lol. No money to invest lol. But if you ask me who has a longer runway and greater growth trajectory? My answer would be META. Possibilities are endless with META, whereas MSFT seems to be running into a brick wall. Kinda stagnating business I feel. <a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;<a href=\"https://ttm.financial/U/4210798667918912\">@LULU ROCKET </a>&nbsp;<a href=\"https://ttm.financial/U/3575454990112554\">@Bubble5728 </a>&nbsp;<a href=\"https://ttm.financial/U/4087523981616520\">@Surewin88 </a>&nbsp;","listText":"Not into META or MSFT lol. No money to invest lol. But if you ask me who has a longer runway and greater growth trajectory? My answer would be META. Possibilities are endless with META, whereas MSFT seems to be running into a brick wall. Kinda stagnating business I feel. <a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;<a href=\"https://ttm.financial/U/4210798667918912\">@LULU ROCKET </a>&nbsp;<a href=\"https://ttm.financial/U/3575454990112554\">@Bubble5728 </a>&nbsp;<a href=\"https://ttm.financial/U/4087523981616520\">@Surewin88 </a>&nbsp;","text":"Not into META or MSFT lol. No money to invest lol. But if you ask me who has a longer runway and greater growth trajectory? My answer would be META. Possibilities are endless with META, whereas MSFT seems to be running into a brick wall. Kinda stagnating business I feel. @BABY SPACEROCK @LULU ROCKET @Bubble5728 @Surewin88","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447238281298112","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":447172212576808,"gmtCreate":1750192330650,"gmtModify":1750193321630,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210798667918912","authorIdStr":"4210798667918912"},"themes":[],"htmlText":"Of all the Mag 7 stocks, I really love META because it is something I can't do without daily. I can't stop texting using WA, can't stop scrolling FB and Insta. META is love ❤️&nbsp;","listText":"Of all the Mag 7 stocks, I really love META because it is something I can't do without daily. I can't stop texting using WA, can't stop scrolling FB and Insta. META is love ❤️&nbsp;","text":"Of all the Mag 7 stocks, I really love META because it is something I can't do without daily. I can't stop texting using WA, can't stop scrolling FB and Insta. META is love ❤️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/447172212576808","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":447163315794520,"gmtCreate":1750191692837,"gmtModify":1750191697782,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210798667918912","authorIdStr":"4210798667918912"},"themes":[],"htmlText":"META being the new kid in town? HELL YEAH! I can't do a day without talking to META AI when I'm bored. I consult META AI on my homework woes too. Love WA, insta and FB too. LOVE META TO THE MOON AND BACK. <a href=\"https://ttm.financial/U/4093561479903300\">@SPACE ROCKET </a>&nbsp;<a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a>&nbsp;<a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;","listText":"META being the new kid in town? HELL YEAH! I can't do a day without talking to META AI when I'm bored. I consult META AI on my homework woes too. Love WA, insta and FB too. LOVE META TO THE MOON AND BACK. <a href=\"https://ttm.financial/U/4093561479903300\">@SPACE ROCKET </a>&nbsp;<a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a>&nbsp;<a href=\"https://ttm.financial/U/4210769590898052\">@BABY SPACEROCK </a>&nbsp;","text":"META being the new kid in town? HELL YEAH! I can't do a day without talking to META AI when I'm bored. I consult META AI on my homework woes too. Love WA, insta and FB too. LOVE META TO THE MOON AND BACK. @SPACE ROCKET @JiaDeName @BABY SPACEROCK","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447163315794520","isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":447160829001816,"gmtCreate":1750191612983,"gmtModify":1750191617405,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210798667918912","authorIdStr":"4210798667918912"},"themes":[],"htmlText":"Not into Microsoft though I'm definitely a Microsoft fan compared to an Apple fan. Just not into using APPL products.","listText":"Not into Microsoft though I'm definitely a Microsoft fan compared to an Apple fan. Just not into using APPL products.","text":"Not into Microsoft though I'm definitely a Microsoft fan compared to an Apple fan. Just not into using APPL products.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447160829001816","isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":447165724115192,"gmtCreate":1750190990239,"gmtModify":1750190993510,"author":{"id":"4210769590898052","authorId":"4210769590898052","name":"BABY SPACEROCK","avatar":"https://community-static.tradeup.com/news/8ea9ad6bab35cbea6c1b3004226bb3f1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210769590898052","authorIdStr":"4210769590898052"},"themes":[],"htmlText":"META is one of my favourite. Can't go a day without WA, FB and Insta. Buffet says to buy the stocks you can't do without, and META is one of them. <a href=\"https://ttm.financial/U/4210798667918912\">@LULU ROCKET </a>&nbsp;<a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a>&nbsp;","listText":"META is one of my favourite. Can't go a day without WA, FB and Insta. Buffet says to buy the stocks you can't do without, and META is one of them. <a href=\"https://ttm.financial/U/4210798667918912\">@LULU ROCKET </a>&nbsp;<a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a>&nbsp;","text":"META is one of my favourite. Can't go a day without WA, FB and Insta. Buffet says to buy the stocks you can't do without, and META is one of them. @LULU ROCKET @JiaDeName","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447165724115192","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":447019601027208,"gmtCreate":1750163071148,"gmtModify":1750163327244,"author":{"id":"4100909900193040","authorId":"4100909900193040","name":"Twelve_E","avatar":"https://static.tigerbbs.com/cfe7691e5de91fdc66dd91dd80b1207c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100909900193040","authorIdStr":"4100909900193040"},"themes":[],"title":"OpenAI Won a $200M Defense Contract, Good for PLTR, MSFT, NVDA","htmlText":"OpenAI has indeed secured a $200 million contract with the United States Department of Defense. This contract represents OpenAI's first collaboration in applying artificial intelligence technology within the government sector.According to statements from the Department of Defense, this one-year contract aims to develop prototype cutting-edge AI capabilities to address critical national security challenges in both warfighting and enterprise domains. Additionally, OpenAI plans to demonstrate how cutting-edge AI can significantly improve administrative operations, such as how military personnel receive healthcare and cyber defense. All military applications of AI will comply with OpenAI's usage guidelines.At the same time, the company anounces OPENAI HAS DECIDED TO DEPRECATE GPT-4.5 &gt; acce","listText":"OpenAI has indeed secured a $200 million contract with the United States Department of Defense. This contract represents OpenAI's first collaboration in applying artificial intelligence technology within the government sector.According to statements from the Department of Defense, this one-year contract aims to develop prototype cutting-edge AI capabilities to address critical national security challenges in both warfighting and enterprise domains. Additionally, OpenAI plans to demonstrate how cutting-edge AI can significantly improve administrative operations, such as how military personnel receive healthcare and cyber defense. All military applications of AI will comply with OpenAI's usage guidelines.At the same time, the company anounces OPENAI HAS DECIDED TO DEPRECATE GPT-4.5 &gt; acce","text":"OpenAI has indeed secured a $200 million contract with the United States Department of Defense. This contract represents OpenAI's first collaboration in applying artificial intelligence technology within the government sector.According to statements from the Department of Defense, this one-year contract aims to develop prototype cutting-edge AI capabilities to address critical national security challenges in both warfighting and enterprise domains. Additionally, OpenAI plans to demonstrate how cutting-edge AI can significantly improve administrative operations, such as how military personnel receive healthcare and cyber defense. All military applications of AI will comply with OpenAI's usage guidelines.At the same time, the company anounces OPENAI HAS DECIDED TO DEPRECATE GPT-4.5 > acce","images":[{"img":"https://community-static.tradeup.com/news/e82d2588b650c5aa29136dba2d2e4ca0"},{"img":"https://community-static.tradeup.com/news/6b2978a6f8458e205bd63633ee0e07a1"},{"img":"https://community-static.tradeup.com/news/0291a1446c3886f3ad9591747c0aac61"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":77,"commentSize":0,"repostSize":11,"link":"https://ttm.financial/post/447019601027208","isVote":1,"tweetType":1,"viewCount":2061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":447002179240440,"gmtCreate":1750152794288,"gmtModify":1750154383690,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"yourcelesttyy","avatar":"https://community-static.tradeup.com/news/3caa9d5789492882d6046e8664eddcf1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Microsoft’s Meteoric Rise: Will Meta Be the Next Tech Titan to Soar?","htmlText":"The stock market in 2025 is a battleground of innovation and momentum, with tech giants like Microsoft ( <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> ) and Meta Platforms ( <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> ) leading the charge. Microsoft has been on an unstoppable tear, hitting a new all-time high of $478.87 on June 12, 2025, after a Q1 earnings beat that sparked a 7.6% single-day surge. Meanwhile, Meta Platforms is gaining traction, boosted by its announcement of paid advertising on WhatsApp, a move that could unlock significant revenue. With Meta’s stock just 7.2% shy of its February 2025 peak, investors are asking: will Meta be the next to set a new high, and should they jump on Microsoft’s wagon? This report dives into the drivers,","listText":"The stock market in 2025 is a battleground of innovation and momentum, with tech giants like Microsoft ( <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> ) and Meta Platforms ( <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> ) leading the charge. Microsoft has been on an unstoppable tear, hitting a new all-time high of $478.87 on June 12, 2025, after a Q1 earnings beat that sparked a 7.6% single-day surge. Meanwhile, Meta Platforms is gaining traction, boosted by its announcement of paid advertising on WhatsApp, a move that could unlock significant revenue. With Meta’s stock just 7.2% shy of its February 2025 peak, investors are asking: will Meta be the next to set a new high, and should they jump on Microsoft’s wagon? This report dives into the drivers,","text":"The stock market in 2025 is a battleground of innovation and momentum, with tech giants like Microsoft ( $Microsoft(MSFT)$ ) and Meta Platforms ( $Meta Platforms, Inc.(META)$ ) leading the charge. Microsoft has been on an unstoppable tear, hitting a new all-time high of $478.87 on June 12, 2025, after a Q1 earnings beat that sparked a 7.6% single-day surge. Meanwhile, Meta Platforms is gaining traction, boosted by its announcement of paid advertising on WhatsApp, a move that could unlock significant revenue. With Meta’s stock just 7.2% shy of its February 2025 peak, investors are asking: will Meta be the next to set a new high, and should they jump on Microsoft’s wagon? This report dives into the drivers,","images":[{"img":"https://community-static.tradeup.com/news/eff153c0e3c2a2397a46ac58135073af","width":"1292","height":"861"},{"img":"https://community-static.tradeup.com/news/d6e47e10a3fd4e9a6c209db0432945ae","width":"1024","height":"768"},{"img":"https://community-static.tradeup.com/news/e8b61413e8b734c34135d4ea9d67c113","width":"1920","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":95,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/447002179240440","isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010969","authorId":"10000000000010969","name":"Kristina_","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010969","authorIdStr":"10000000000010969"},"content":"Love how this breaks it down—Microsoft is the reliable beast, Meta is the high-rev engine with some turbo risk. Honestly, I like the Meta breakout setup, but holding both sounds like a smart tech play in this AI race![Happy]","text":"Love how this breaks it down—Microsoft is the reliable beast, Meta is the high-rev engine with some turbo risk. Honestly, I like the Meta breakout setup, but holding both sounds like a smart tech play in this AI race![Happy]","html":"Love how this breaks it down—Microsoft is the reliable beast, Meta is the high-rev engine with some turbo risk. Honestly, I like the Meta breakout setup, but holding both sounds like a smart tech play in this AI race![Happy]"}],"imageCount":9,"langContent":"EN","totalScore":0},{"id":446892016791632,"gmtCreate":1750131840671,"gmtModify":1750131877110,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Meta's AI Monetization? WhatsApp Ads Raises Financial Outlook","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> has recently announced a pivotal shift in its WhatsApp strategy by introducing advertising to the platform, marking a departure from its long-standing \"no ads\" policy. This move aims to monetize WhatsApp’s massive user base of over 3 billion monthly active users, leveraging its Updates tab for ads, channel subscriptions, and promoted channels. This report analyzes Meta’s strategic pivot, recent financial performance, market expectations, and valuation implications, arguing that while the advertising initiative presents significant revenue potential, it must navigate user privacy concerns and market dynamics to ensure long-term success.WhastApp to start showing ads in messaging app launches news monetisation featuresStr","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> has recently announced a pivotal shift in its WhatsApp strategy by introducing advertising to the platform, marking a departure from its long-standing \"no ads\" policy. This move aims to monetize WhatsApp’s massive user base of over 3 billion monthly active users, leveraging its Updates tab for ads, channel subscriptions, and promoted channels. This report analyzes Meta’s strategic pivot, recent financial performance, market expectations, and valuation implications, arguing that while the advertising initiative presents significant revenue potential, it must navigate user privacy concerns and market dynamics to ensure long-term success.WhastApp to start showing ads in messaging app launches news monetisation featuresStr","text":"$Meta Platforms, Inc.(META)$ has recently announced a pivotal shift in its WhatsApp strategy by introducing advertising to the platform, marking a departure from its long-standing \"no ads\" policy. This move aims to monetize WhatsApp’s massive user base of over 3 billion monthly active users, leveraging its Updates tab for ads, channel subscriptions, and promoted channels. This report analyzes Meta’s strategic pivot, recent financial performance, market expectations, and valuation implications, arguing that while the advertising initiative presents significant revenue potential, it must navigate user privacy concerns and market dynamics to ensure long-term success.WhastApp to start showing ads in messaging app launches news monetisation featuresStr","images":[{"img":"https://static.tigerbbs.com/be89c9ad04bd6dfbb4884af4f45f31dd"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":63,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/446892016791632","isVote":1,"tweetType":1,"viewCount":1579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"All time highs are in the near future. Very near.","text":"All time highs are in the near future. Very near.","html":"All time highs are in the near future. Very near."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":446759441457544,"gmtCreate":1750093625179,"gmtModify":1750093628790,"author":{"id":"4101110554248890","authorId":"4101110554248890","name":"Guava123","avatar":"https://community-static.tradeup.com/news/66d97d6a40f2b3c1843a0b98be279f5e","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4101110554248890","authorIdStr":"4101110554248890"},"themes":[],"htmlText":"Comprehensive article&nbsp;","listText":"Comprehensive article&nbsp;","text":"Comprehensive article","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/446759441457544","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":446690486620280,"gmtCreate":1750076709037,"gmtModify":1750076712412,"author":{"id":"4213177794544212","authorId":"4213177794544212","name":"sunnyshang114","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4213177794544212","authorIdStr":"4213177794544212"},"themes":[],"htmlText":"Tiger trade 9.0 tiger GPT AI Investing assistant","listText":"Tiger trade 9.0 tiger GPT AI Investing assistant","text":"Tiger trade 9.0 tiger GPT AI Investing assistant","images":[{"img":"https://community-static.tradeup.com/news/ca1768fea03b1374ad36429c930ac57b","width":"1201","height":"631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/446690486620280","isVote":1,"tweetType":1,"viewCount":544,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":446645379424792,"gmtCreate":1750046587918,"gmtModify":1750046613706,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Technology Macro: From Pseudo Bull To Structural Bull?","htmlText":"This week's tech market has hidden a lot of structural variability in the midst of overall moderation.From the macro to the plate, to the company's fundamentals, multiple dimensions intertwined the current complex and full of opportunities.First, the macro risk is rising: tariff game resurfacesWhile the military tension between Israel and Iran has not subsided, a new round of tariff negotiations between the US and Vietnam has become the focus of recent market attention.Bloomberg reported that the U.S. is proposing to impose 20-25% tariffs on Vietnam's exports, significantly higher than the 10% range previously expected by the market.Tariff risk has re-emerged as a major variable weighing on risk appetite as the July 9 deadline for negotiations approaches.Over the past few weeks, market cap","listText":"This week's tech market has hidden a lot of structural variability in the midst of overall moderation.From the macro to the plate, to the company's fundamentals, multiple dimensions intertwined the current complex and full of opportunities.First, the macro risk is rising: tariff game resurfacesWhile the military tension between Israel and Iran has not subsided, a new round of tariff negotiations between the US and Vietnam has become the focus of recent market attention.Bloomberg reported that the U.S. is proposing to impose 20-25% tariffs on Vietnam's exports, significantly higher than the 10% range previously expected by the market.Tariff risk has re-emerged as a major variable weighing on risk appetite as the July 9 deadline for negotiations approaches.Over the past few weeks, market cap","text":"This week's tech market has hidden a lot of structural variability in the midst of overall moderation.From the macro to the plate, to the company's fundamentals, multiple dimensions intertwined the current complex and full of opportunities.First, the macro risk is rising: tariff game resurfacesWhile the military tension between Israel and Iran has not subsided, a new round of tariff negotiations between the US and Vietnam has become the focus of recent market attention.Bloomberg reported that the U.S. is proposing to impose 20-25% tariffs on Vietnam's exports, significantly higher than the 10% range previously expected by the market.Tariff risk has re-emerged as a major variable weighing on risk appetite as the July 9 deadline for negotiations approaches.Over the past few weeks, market cap","images":[{"img":"https://static.tigerbbs.com/ee62cd5d7660b6de449b95208ed6255a"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":96,"commentSize":3,"repostSize":6,"link":"https://ttm.financial/post/446645379424792","isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"All this uncertainty in the world doesn’t affect Uber riders, deliveries or numbers. Summer months are busy and they will crush earnings once again with more PT raises to follow. Great buy at these levels see you at $100+ soon…","text":"All this uncertainty in the world doesn’t affect Uber riders, deliveries or numbers. Summer months are busy and they will crush earnings once again with more PT raises to follow. Great buy at these levels see you at $100+ soon…","html":"All this uncertainty in the world doesn’t affect Uber riders, deliveries or numbers. Summer months are busy and they will crush earnings once again with more PT raises to follow. Great buy at these levels see you at $100+ soon…"}],"imageCount":2,"langContent":"EN","totalScore":0}],"essenList":[{"id":447002179240440,"gmtCreate":1750152794288,"gmtModify":1750154383690,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"yourcelesttyy","avatar":"https://community-static.tradeup.com/news/3caa9d5789492882d6046e8664eddcf1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Microsoft’s Meteoric Rise: Will Meta Be the Next Tech Titan to Soar?","htmlText":"The stock market in 2025 is a battleground of innovation and momentum, with tech giants like Microsoft ( <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> ) and Meta Platforms ( <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> ) leading the charge. Microsoft has been on an unstoppable tear, hitting a new all-time high of $478.87 on June 12, 2025, after a Q1 earnings beat that sparked a 7.6% single-day surge. Meanwhile, Meta Platforms is gaining traction, boosted by its announcement of paid advertising on WhatsApp, a move that could unlock significant revenue. With Meta’s stock just 7.2% shy of its February 2025 peak, investors are asking: will Meta be the next to set a new high, and should they jump on Microsoft’s wagon? This report dives into the drivers,","listText":"The stock market in 2025 is a battleground of innovation and momentum, with tech giants like Microsoft ( <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> ) and Meta Platforms ( <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> ) leading the charge. Microsoft has been on an unstoppable tear, hitting a new all-time high of $478.87 on June 12, 2025, after a Q1 earnings beat that sparked a 7.6% single-day surge. Meanwhile, Meta Platforms is gaining traction, boosted by its announcement of paid advertising on WhatsApp, a move that could unlock significant revenue. With Meta’s stock just 7.2% shy of its February 2025 peak, investors are asking: will Meta be the next to set a new high, and should they jump on Microsoft’s wagon? This report dives into the drivers,","text":"The stock market in 2025 is a battleground of innovation and momentum, with tech giants like Microsoft ( $Microsoft(MSFT)$ ) and Meta Platforms ( $Meta Platforms, Inc.(META)$ ) leading the charge. Microsoft has been on an unstoppable tear, hitting a new all-time high of $478.87 on June 12, 2025, after a Q1 earnings beat that sparked a 7.6% single-day surge. Meanwhile, Meta Platforms is gaining traction, boosted by its announcement of paid advertising on WhatsApp, a move that could unlock significant revenue. With Meta’s stock just 7.2% shy of its February 2025 peak, investors are asking: will Meta be the next to set a new high, and should they jump on Microsoft’s wagon? This report dives into the drivers,","images":[{"img":"https://community-static.tradeup.com/news/eff153c0e3c2a2397a46ac58135073af","width":"1292","height":"861"},{"img":"https://community-static.tradeup.com/news/d6e47e10a3fd4e9a6c209db0432945ae","width":"1024","height":"768"},{"img":"https://community-static.tradeup.com/news/e8b61413e8b734c34135d4ea9d67c113","width":"1920","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":95,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/447002179240440","isVote":1,"tweetType":1,"viewCount":750,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010969","authorId":"10000000000010969","name":"Kristina_","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010969","authorIdStr":"10000000000010969"},"content":"Love how this breaks it down—Microsoft is the reliable beast, Meta is the high-rev engine with some turbo risk. Honestly, I like the Meta breakout setup, but holding both sounds like a smart tech play in this AI race![Happy]","text":"Love how this breaks it down—Microsoft is the reliable beast, Meta is the high-rev engine with some turbo risk. Honestly, I like the Meta breakout setup, but holding both sounds like a smart tech play in this AI race![Happy]","html":"Love how this breaks it down—Microsoft is the reliable beast, Meta is the high-rev engine with some turbo risk. Honestly, I like the Meta breakout setup, but holding both sounds like a smart tech play in this AI race![Happy]"}],"imageCount":9,"langContent":"EN","totalScore":0},{"id":448006465937544,"gmtCreate":1750404004964,"gmtModify":1750462439816,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"BIG TECH WEEKLY | What Challenges Does Big-Tech Face? Marvell Raises Guidance","htmlText":"Big-Tech’s PerformanceWeekly Macro Highlights: Escalation Between Iran and Israel, Powell vs. Trump War of Words, Stablecoin TurmoilThe escalation in the Middle East was one of the main drivers of market volatility this week. Israel’s strike on key Iranian facilities could lead to further increases in oil prices, fueling inflation expectations and exerting pressure on U.S. equities—particularly those in energy-sensitive sectors. While the upward trend in oil prices slightly eased this week, geopolitical uncertainty remains a key market risk for the foreseeable future.On the other hand, despite solid economic data, the Fed unsurprisingly refrained from cutting interest rates and reiterated concerns over tariffs and their potential inflationary effects. Trump again lambasted Powell as “stupi","listText":"Big-Tech’s PerformanceWeekly Macro Highlights: Escalation Between Iran and Israel, Powell vs. Trump War of Words, Stablecoin TurmoilThe escalation in the Middle East was one of the main drivers of market volatility this week. Israel’s strike on key Iranian facilities could lead to further increases in oil prices, fueling inflation expectations and exerting pressure on U.S. equities—particularly those in energy-sensitive sectors. While the upward trend in oil prices slightly eased this week, geopolitical uncertainty remains a key market risk for the foreseeable future.On the other hand, despite solid economic data, the Fed unsurprisingly refrained from cutting interest rates and reiterated concerns over tariffs and their potential inflationary effects. Trump again lambasted Powell as “stupi","text":"Big-Tech’s PerformanceWeekly Macro Highlights: Escalation Between Iran and Israel, Powell vs. Trump War of Words, Stablecoin TurmoilThe escalation in the Middle East was one of the main drivers of market volatility this week. Israel’s strike on key Iranian facilities could lead to further increases in oil prices, fueling inflation expectations and exerting pressure on U.S. equities—particularly those in energy-sensitive sectors. While the upward trend in oil prices slightly eased this week, geopolitical uncertainty remains a key market risk for the foreseeable future.On the other hand, despite solid economic data, the Fed unsurprisingly refrained from cutting interest rates and reiterated concerns over tariffs and their potential inflationary effects. Trump again lambasted Powell as “stupi","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":49,"commentSize":3,"repostSize":8,"link":"https://ttm.financial/post/448006465937544","isVote":1,"tweetType":1,"viewCount":12311,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4185398225303912","authorId":"4185398225303912","name":"vuvence IX","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4185398225303912","authorIdStr":"4185398225303912"},"content":"For global money to flow through the NYSE, the FED must be neutral. The dollar is up in the last few days, hopefully as a sign of confidence in FED Chair Powell to hold the line, despite the almost weekly Presidential gaslighting. If President Trump really wants to strengthen Dollar, from a global investor lens, re-appointing Mr. Powell would probably go a long way to doing this. At least this FED Chair can be relyed upon not to do anything impulsively or in a hurry.","text":"For global money to flow through the NYSE, the FED must be neutral. The dollar is up in the last few days, hopefully as a sign of confidence in FED Chair Powell to hold the line, despite the almost weekly Presidential gaslighting. If President Trump really wants to strengthen Dollar, from a global investor lens, re-appointing Mr. Powell would probably go a long way to doing this. At least this FED Chair can be relyed upon not to do anything impulsively or in a hurry.","html":"For global money to flow through the NYSE, the FED must be neutral. The dollar is up in the last few days, hopefully as a sign of confidence in FED Chair Powell to hold the line, despite the almost weekly Presidential gaslighting. If President Trump really wants to strengthen Dollar, from a global investor lens, re-appointing Mr. Powell would probably go a long way to doing this. At least this FED Chair can be relyed upon not to do anything impulsively or in a hurry."}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":445655882850856,"gmtCreate":1749805171852,"gmtModify":1749805258244,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"BIG TECH WEEKLY | MSFT's All-time-high Makes Amazon Sweating? Nvidia’s Post-GTC Expectations Rising","htmlText":"Big-Tech’s PerformanceWeekly Macro Highlights: The showdown between the bigwigs With May’s CPI continuing to decline—core inflation easing even further—Trump launched a fierce attack on Powell at the White House this week, urging a rate cut and even specifying a \"2 percentage point\" reduction. Although his claim of saving $600 billion annually may not materialize, the reality is that with ballooning U.S. debt, government interest expenses are under significant pressure. On June 13, he went so far as to call Powell a “blockhead.” However, Powell remained committed to data-driven policy and resisting political interference, with no signs of easing tension. The market is closely watching the Fed's next moves.In macro markets, U.S. long-term bond yields fell by 6–8bps as expectations of Fed ra","listText":"Big-Tech’s PerformanceWeekly Macro Highlights: The showdown between the bigwigs With May’s CPI continuing to decline—core inflation easing even further—Trump launched a fierce attack on Powell at the White House this week, urging a rate cut and even specifying a \"2 percentage point\" reduction. Although his claim of saving $600 billion annually may not materialize, the reality is that with ballooning U.S. debt, government interest expenses are under significant pressure. On June 13, he went so far as to call Powell a “blockhead.” However, Powell remained committed to data-driven policy and resisting political interference, with no signs of easing tension. The market is closely watching the Fed's next moves.In macro markets, U.S. long-term bond yields fell by 6–8bps as expectations of Fed ra","text":"Big-Tech’s PerformanceWeekly Macro Highlights: The showdown between the bigwigs With May’s CPI continuing to decline—core inflation easing even further—Trump launched a fierce attack on Powell at the White House this week, urging a rate cut and even specifying a \"2 percentage point\" reduction. Although his claim of saving $600 billion annually may not materialize, the reality is that with ballooning U.S. debt, government interest expenses are under significant pressure. On June 13, he went so far as to call Powell a “blockhead.” However, Powell remained committed to data-driven policy and resisting political interference, with no signs of easing tension. The market is closely watching the Fed's next moves.In macro markets, U.S. long-term bond yields fell by 6–8bps as expectations of Fed ra","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":43,"commentSize":6,"repostSize":12,"link":"https://ttm.financial/post/445655882850856","isVote":1,"tweetType":1,"viewCount":13359,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010994","authorIdStr":"10000000000010994"},"content":"Buy $209 sell $215 easy trade! love AMZN.","text":"Buy $209 sell $215 easy trade! love AMZN.","html":"Buy $209 sell $215 easy trade! love AMZN."}],"imageCount":8,"langContent":"EN","totalScore":0},{"id":445837752472120,"gmtCreate":1749871240659,"gmtModify":1750069149679,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"yourcelesttyy","avatar":"https://community-static.tradeup.com/news/3caa9d5789492882d6046e8664eddcf1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"All-Time High vs. 20% Drop: Is Microsoft the New Safe Haven Over Apple?","htmlText":"The stock market is a wild ride, and two tech behemoths are painting starkly different pictures. Microsoft ( <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> ) is riding a wave of glory, smashing through all-time highs after a Q1 earnings beat that sparked a 7.6% single-day surge—and it hasn’t looked back since. Meanwhile, Apple ( <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> ) is stuck in a rut, languishing around $200, down 20% year-to-date (YTD), with its latest WWDC dropping a bombshell: the Siri AI upgrade is delayed until Spring 2026. Has Microsoft snatched the crown from Apple as the stock market’s reigning champ? More importantly, which one’s the smarter buy today? Let’s dig into the data, trends, and potential to find out. Microsoft’s Unstoppable Climb Micro","listText":"The stock market is a wild ride, and two tech behemoths are painting starkly different pictures. Microsoft ( <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> ) is riding a wave of glory, smashing through all-time highs after a Q1 earnings beat that sparked a 7.6% single-day surge—and it hasn’t looked back since. Meanwhile, Apple ( <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> ) is stuck in a rut, languishing around $200, down 20% year-to-date (YTD), with its latest WWDC dropping a bombshell: the Siri AI upgrade is delayed until Spring 2026. Has Microsoft snatched the crown from Apple as the stock market’s reigning champ? More importantly, which one’s the smarter buy today? Let’s dig into the data, trends, and potential to find out. Microsoft’s Unstoppable Climb Micro","text":"The stock market is a wild ride, and two tech behemoths are painting starkly different pictures. Microsoft ( $Microsoft(MSFT)$ ) is riding a wave of glory, smashing through all-time highs after a Q1 earnings beat that sparked a 7.6% single-day surge—and it hasn’t looked back since. Meanwhile, Apple ( $Apple(AAPL)$ ) is stuck in a rut, languishing around $200, down 20% year-to-date (YTD), with its latest WWDC dropping a bombshell: the Siri AI upgrade is delayed until Spring 2026. Has Microsoft snatched the crown from Apple as the stock market’s reigning champ? More importantly, which one’s the smarter buy today? Let’s dig into the data, trends, and potential to find out. Microsoft’s Unstoppable Climb Micro","images":[{"img":"https://community-static.tradeup.com/news/ac4076a643367f5a7675723b500c0661","width":"869","height":"480"},{"img":"https://community-static.tradeup.com/news/ca3131d78f7ddd0340b712ea7d0b6241","width":"4581","height":"3115"},{"img":"https://community-static.tradeup.com/news/24d25085b59b9b2bed1b8dafec2971e2","width":"1600","height":"890"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":16,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/445837752472120","isVote":1,"tweetType":1,"viewCount":732,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010969","authorId":"10000000000010969","name":"Kristina_","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010969","authorIdStr":"10000000000010969"},"content":"Microsoft is definitely leading the AI charge right now—Copilot and Azure are on fire. Apple’s still a giant, but the Siri delay is a big miss in this AI race. MSFT looks like the smarter bet short-term![Miser][Miser]","text":"Microsoft is definitely leading the AI charge right now—Copilot and Azure are on fire. Apple’s still a giant, but the Siri delay is a big miss in this AI race. MSFT looks like the smarter bet short-term![Miser][Miser]","html":"Microsoft is definitely leading the AI charge right now—Copilot and Azure are on fire. Apple’s still a giant, but the Siri delay is a big miss in this AI race. MSFT looks like the smarter bet short-term![Miser][Miser]"}],"imageCount":7,"langContent":"EN","totalScore":0},{"id":447303216078984,"gmtCreate":1750232313104,"gmtModify":1750246686067,"author":{"id":"9000000000000448","authorId":"9000000000000448","name":"Tiger_story","avatar":"https://community-static.tradeup.com/news/fadf643dc834b9ce2a65e9f9d0a73f7e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000448","authorIdStr":"9000000000000448"},"themes":[],"title":"Meta's $14.9B acquisition of Scale AI: A new era for AI infrastructure","htmlText":"Not only the big model itself, Meta also wants to become a major AI infrastructure company.On June 10th local time, it was reported by the media that <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> will acquire a 49% stake in Scale AI for $14.9 billion (equivalent to approximately 106.6 billion yuan). The co-founder of Scale AI, Alexandr Wang, will become the head of Meta's newly established \"Super Intelligence Group.\"Based on the equity ratio, Wang and his team could potentially receive $7.4 billion from this deal, making it the most expensive \"talent poaching\" in Silicon Valley. For comparison, Google's acquisition of the DeepMind team in 2014 cost only $600 million.In an internal letter, Zuckerberg wrote, \"We will build the future of AI together.\" Amidst the setb","listText":"Not only the big model itself, Meta also wants to become a major AI infrastructure company.On June 10th local time, it was reported by the media that <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> will acquire a 49% stake in Scale AI for $14.9 billion (equivalent to approximately 106.6 billion yuan). The co-founder of Scale AI, Alexandr Wang, will become the head of Meta's newly established \"Super Intelligence Group.\"Based on the equity ratio, Wang and his team could potentially receive $7.4 billion from this deal, making it the most expensive \"talent poaching\" in Silicon Valley. For comparison, Google's acquisition of the DeepMind team in 2014 cost only $600 million.In an internal letter, Zuckerberg wrote, \"We will build the future of AI together.\" Amidst the setb","text":"Not only the big model itself, Meta also wants to become a major AI infrastructure company.On June 10th local time, it was reported by the media that $Meta Platforms, Inc.(META)$ will acquire a 49% stake in Scale AI for $14.9 billion (equivalent to approximately 106.6 billion yuan). The co-founder of Scale AI, Alexandr Wang, will become the head of Meta's newly established \"Super Intelligence Group.\"Based on the equity ratio, Wang and his team could potentially receive $7.4 billion from this deal, making it the most expensive \"talent poaching\" in Silicon Valley. For comparison, Google's acquisition of the DeepMind team in 2014 cost only $600 million.In an internal letter, Zuckerberg wrote, \"We will build the future of AI together.\" Amidst the setb","images":[{"img":"https://community-static.tradeup.com/news/122e0bf1129474ca324bea9316ced7fe"},{"img":"https://community-static.tradeup.com/news/349b98a81a9e1a7ce03da8b7aa008809"},{"img":"https://community-static.tradeup.com/news/14151a11e1ef125df5c6b799ce99b9ca"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":6,"commentSize":5,"repostSize":5,"link":"https://ttm.financial/post/447303216078984","isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4100909900193040","authorId":"4100909900193040","name":"Twelve_E","avatar":"https://static.tigerbbs.com/cfe7691e5de91fdc66dd91dd80b1207c","crmLevel":1,"crmLevelSwitch":0,"idStr":"4100909900193040","authorIdStr":"4100909900193040"},"content":"Some AI infrastructure-related stocks listed on the Nasdaq and New York Stock Exchange (NYSE): AI Infrastructure Stocks Listed on Nasdaq $NVIDIA(NVDA)$ : Nvidia is a leader in AI hardware and software, with its CUDA software platform providing robust support for AI developers. $Advanced Micro Devices(AMD)$ : AMD has a notable market share in AI inference and strong performance in the data center CPU market. $Arista Networks(ANET)$ : Arista Networks offers highly scalable and programmable networking solutions, with its AI suite focusing on network optimization and security. $UiPath(PATH)$ : UiPath provides an end-to-end automation platform that embeds AI, machine learning, and natural language processing capabilities. $CoreWeave, Inc.(CRWV)$ : CoreWeave specializes in GPU-accelerated cloud computing, offering optimized infrastructure for AI training and inference. AI Infrastructure Stocks Listed on NYSE $Alphabet(GOOG)$ : Alphabet is a leader in AI and cloud computing, with its Google Cloud Platform (GCP) poised to benefit from AI deployments. $Microsoft(MSFT)$ : Microsoft leads in AI and cloud computing through its Azure platform and has a strategic partnership with OpenAI. $BWX Technologies Inc(BWXT)$ : BWX Technologies has significant advantages in AI infrastructure construction, with business involvement in nuclear energy and data centers. $Five9(FIVN)$ : Five9 provides intelligent cloud software, with its platform combining AI tools for call center services. $MasTec(MTZ)$ : MasTec is an infrastructure construction company, focusing on the construction and maintenance of communications, energy, and data centers. These companies have different strengths and growth potential in the AI infrastructure sector, and investors can make choices based on their own risk preferences and investment objectives.","text":"Some AI infrastructure-related stocks listed on the Nasdaq and New York Stock Exchange (NYSE): AI Infrastructure Stocks Listed on Nasdaq $NVIDIA(NVDA)$ : Nvidia is a leader in AI hardware and software, with its CUDA software platform providing robust support for AI developers. $Advanced Micro Devices(AMD)$ : AMD has a notable market share in AI inference and strong performance in the data center CPU market. $Arista Networks(ANET)$ : Arista Networks offers highly scalable and programmable networking solutions, with its AI suite focusing on network optimization and security. $UiPath(PATH)$ : UiPath provides an end-to-end automation platform that embeds AI, machine learning, and natural language processing capabilities. $CoreWeave, Inc.(CRWV)$ : CoreWeave specializes in GPU-accelerated cloud computing, offering optimized infrastructure for AI training and inference. AI Infrastructure Stocks Listed on NYSE $Alphabet(GOOG)$ : Alphabet is a leader in AI and cloud computing, with its Google Cloud Platform (GCP) poised to benefit from AI deployments. $Microsoft(MSFT)$ : Microsoft leads in AI and cloud computing through its Azure platform and has a strategic partnership with OpenAI. $BWX Technologies Inc(BWXT)$ : BWX Technologies has significant advantages in AI infrastructure construction, with business involvement in nuclear energy and data centers. $Five9(FIVN)$ : Five9 provides intelligent cloud software, with its platform combining AI tools for call center services. $MasTec(MTZ)$ : MasTec is an infrastructure construction company, focusing on the construction and maintenance of communications, energy, and data centers. These companies have different strengths and growth potential in the AI infrastructure sector, and investors can make choices based on their own risk preferences and investment objectives.","html":"Some AI infrastructure-related stocks listed on the Nasdaq and New York Stock Exchange (NYSE): AI Infrastructure Stocks Listed on Nasdaq $NVIDIA(NVDA)$ : Nvidia is a leader in AI hardware and software, with its CUDA software platform providing robust support for AI developers. $Advanced Micro Devices(AMD)$ : AMD has a notable market share in AI inference and strong performance in the data center CPU market. $Arista Networks(ANET)$ : Arista Networks offers highly scalable and programmable networking solutions, with its AI suite focusing on network optimization and security. $UiPath(PATH)$ : UiPath provides an end-to-end automation platform that embeds AI, machine learning, and natural language processing capabilities. $CoreWeave, Inc.(CRWV)$ : CoreWeave specializes in GPU-accelerated cloud computing, offering optimized infrastructure for AI training and inference. AI Infrastructure Stocks Listed on NYSE $Alphabet(GOOG)$ : Alphabet is a leader in AI and cloud computing, with its Google Cloud Platform (GCP) poised to benefit from AI deployments. $Microsoft(MSFT)$ : Microsoft leads in AI and cloud computing through its Azure platform and has a strategic partnership with OpenAI. $BWX Technologies Inc(BWXT)$ : BWX Technologies has significant advantages in AI infrastructure construction, with business involvement in nuclear energy and data centers. $Five9(FIVN)$ : Five9 provides intelligent cloud software, with its platform combining AI tools for call center services. $MasTec(MTZ)$ : MasTec is an infrastructure construction company, focusing on the construction and maintenance of communications, energy, and data centers. These companies have different strengths and growth potential in the AI infrastructure sector, and investors can make choices based on their own risk preferences and investment objectives."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":447337195049096,"gmtCreate":1750240608751,"gmtModify":1750240850515,"author":{"id":"9000000000000419","authorId":"9000000000000419","name":"WallStreet_Tiger","avatar":"https://community-static.tradeup.com/news/1fdbba25bcf5dea3f281241ba1320d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000419","authorIdStr":"9000000000000419"},"themes":[],"title":"All-Time High: Do You Know These US Stocks Up Over 50% YTD?","htmlText":"U.S. stocks have been hitting new all-time highs recently, with some names making repeat appearances. Stocks like MSFT, PLTR, OKLO, and PM were featured in our list last week and have continued to rise this week. We also see some new faces this time, such as ASTS and Spotify. Will you be adding these stocks to your watchlist — or are you already on board?1. <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> hit a new high of $165.60 with a stunning YTD gain of 381.13%. As the first publicly listed stablecoin issuer, Circle is being dubbed the “first stablecoin stock,” especially after the GENIUS Act passed as expected. Its strong 2024 revenue of $1.7 billion, 99% derived from interest on USDC reserves.The stablecoin spread, investing customer funds in short-term Treas","listText":"U.S. stocks have been hitting new all-time highs recently, with some names making repeat appearances. Stocks like MSFT, PLTR, OKLO, and PM were featured in our list last week and have continued to rise this week. We also see some new faces this time, such as ASTS and Spotify. Will you be adding these stocks to your watchlist — or are you already on board?1. <a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> hit a new high of $165.60 with a stunning YTD gain of 381.13%. As the first publicly listed stablecoin issuer, Circle is being dubbed the “first stablecoin stock,” especially after the GENIUS Act passed as expected. Its strong 2024 revenue of $1.7 billion, 99% derived from interest on USDC reserves.The stablecoin spread, investing customer funds in short-term Treas","text":"U.S. stocks have been hitting new all-time highs recently, with some names making repeat appearances. Stocks like MSFT, PLTR, OKLO, and PM were featured in our list last week and have continued to rise this week. We also see some new faces this time, such as ASTS and Spotify. Will you be adding these stocks to your watchlist — or are you already on board?1. $Circle Internet Corp.(CRCL)$ hit a new high of $165.60 with a stunning YTD gain of 381.13%. As the first publicly listed stablecoin issuer, Circle is being dubbed the “first stablecoin stock,” especially after the GENIUS Act passed as expected. Its strong 2024 revenue of $1.7 billion, 99% derived from interest on USDC reserves.The stablecoin spread, investing customer funds in short-term Treas","images":[{"img":"https://community-static.tradeup.com/news/f1575387c06c70226256ec72577019ad"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":145,"commentSize":0,"repostSize":11,"link":"https://ttm.financial/post/447337195049096","isVote":1,"tweetType":1,"viewCount":16199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":446892016791632,"gmtCreate":1750131840671,"gmtModify":1750131877110,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Meta's AI Monetization? WhatsApp Ads Raises Financial Outlook","htmlText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> has recently announced a pivotal shift in its WhatsApp strategy by introducing advertising to the platform, marking a departure from its long-standing \"no ads\" policy. This move aims to monetize WhatsApp’s massive user base of over 3 billion monthly active users, leveraging its Updates tab for ads, channel subscriptions, and promoted channels. This report analyzes Meta’s strategic pivot, recent financial performance, market expectations, and valuation implications, arguing that while the advertising initiative presents significant revenue potential, it must navigate user privacy concerns and market dynamics to ensure long-term success.WhastApp to start showing ads in messaging app launches news monetisation featuresStr","listText":"<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> has recently announced a pivotal shift in its WhatsApp strategy by introducing advertising to the platform, marking a departure from its long-standing \"no ads\" policy. This move aims to monetize WhatsApp’s massive user base of over 3 billion monthly active users, leveraging its Updates tab for ads, channel subscriptions, and promoted channels. This report analyzes Meta’s strategic pivot, recent financial performance, market expectations, and valuation implications, arguing that while the advertising initiative presents significant revenue potential, it must navigate user privacy concerns and market dynamics to ensure long-term success.WhastApp to start showing ads in messaging app launches news monetisation featuresStr","text":"$Meta Platforms, Inc.(META)$ has recently announced a pivotal shift in its WhatsApp strategy by introducing advertising to the platform, marking a departure from its long-standing \"no ads\" policy. This move aims to monetize WhatsApp’s massive user base of over 3 billion monthly active users, leveraging its Updates tab for ads, channel subscriptions, and promoted channels. This report analyzes Meta’s strategic pivot, recent financial performance, market expectations, and valuation implications, arguing that while the advertising initiative presents significant revenue potential, it must navigate user privacy concerns and market dynamics to ensure long-term success.WhastApp to start showing ads in messaging app launches news monetisation featuresStr","images":[{"img":"https://static.tigerbbs.com/be89c9ad04bd6dfbb4884af4f45f31dd"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":63,"commentSize":4,"repostSize":4,"link":"https://ttm.financial/post/446892016791632","isVote":1,"tweetType":1,"viewCount":1579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"All time highs are in the near future. Very near.","text":"All time highs are in the near future. Very near.","html":"All time highs are in the near future. Very near."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":445404327838216,"gmtCreate":1749769807395,"gmtModify":1749783987914,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102123614530830","authorIdStr":"4102123614530830"},"themes":[],"title":"Which AI Stocks Likely To Benefit From Rise Of Large Concept Model (LCM)?","htmlText":"LLMs have revolutionized the field of artificial intelligence and have emerged as the de facto tool for many tasks. The current established technology of LLMs is to process input and generate output at the token level. This contrasts sharply with humans who operate at multiple levels of abstraction, well beyond single words, to analyze information and generate creative content. Large Concept Model (LCM), substantially differs from current LLMs in two aspects: 1) all modeling is performed in a high-dimensional embedding space instead of on a discrete token representation, and 2) modeling is not instantiated in a particular language or modality, but at a higher semantic and abstract level. Large Concept Models (LCMs) represent an exciting new frontier in AI, moving beyond the token-by-token","listText":"LLMs have revolutionized the field of artificial intelligence and have emerged as the de facto tool for many tasks. The current established technology of LLMs is to process input and generate output at the token level. This contrasts sharply with humans who operate at multiple levels of abstraction, well beyond single words, to analyze information and generate creative content. Large Concept Model (LCM), substantially differs from current LLMs in two aspects: 1) all modeling is performed in a high-dimensional embedding space instead of on a discrete token representation, and 2) modeling is not instantiated in a particular language or modality, but at a higher semantic and abstract level. Large Concept Models (LCMs) represent an exciting new frontier in AI, moving beyond the token-by-token","text":"LLMs have revolutionized the field of artificial intelligence and have emerged as the de facto tool for many tasks. The current established technology of LLMs is to process input and generate output at the token level. This contrasts sharply with humans who operate at multiple levels of abstraction, well beyond single words, to analyze information and generate creative content. Large Concept Model (LCM), substantially differs from current LLMs in two aspects: 1) all modeling is performed in a high-dimensional embedding space instead of on a discrete token representation, and 2) modeling is not instantiated in a particular language or modality, but at a higher semantic and abstract level. Large Concept Models (LCMs) represent an exciting new frontier in AI, moving beyond the token-by-token","images":[{"img":"https://community-static.tradeup.com/news/487a3de8b570728457b54bd5fb8676ea","width":"782","height":"526"},{"img":"https://community-static.tradeup.com/news/8a10893950e0e1fbd3287727efd53109","width":"866","height":"494"},{"img":"https://community-static.tradeup.com/news/794b87e10729e7097c79aab6b2ae30f1","width":"581","height":"777"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":87,"commentSize":6,"repostSize":88,"link":"https://ttm.financial/post/445404327838216","isVote":1,"tweetType":1,"viewCount":3760,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010969","authorId":"10000000000010969","name":"Kristina_","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010969","authorIdStr":"10000000000010969"},"content":"LCMs feel like the next big unlock in AI. If Meta and Nvidia keep pushing like this, we might be looking at a whole new wave of smarter, more human-like systems. Super pumped to see how this shifts things in auto AI and robotics too![Happy]","text":"LCMs feel like the next big unlock in AI. If Meta and Nvidia keep pushing like this, we might be looking at a whole new wave of smarter, more human-like systems. Super pumped to see how this shifts things in auto AI and robotics too![Happy]","html":"LCMs feel like the next big unlock in AI. If Meta and Nvidia keep pushing like this, we might be looking at a whole new wave of smarter, more human-like systems. Super pumped to see how this shifts things in auto AI and robotics too![Happy]"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":447284158943312,"gmtCreate":1750227578502,"gmtModify":1750227752566,"author":{"id":"4098923898631570","authorId":"4098923898631570","name":"Greg BOLAND","avatar":"https://community-static.tradeup.com/news/ba8b1a5fea08b02c9b059887b1227fcd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098923898631570","authorIdStr":"4098923898631570"},"themes":[],"title":"Greg Boland: Weekly Commentary on VIX, Put/ Call Ratio & BATMMAAN Stocks","htmlText":"US Stock MarketThe <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> fell 0.8% to 5982 on Tuesday ET. The benchmark index has been in a tight trading range between a closing level of 5976 and 6045 for the past 8 sessions.&nbsp; There is resistance at the mid-February all-time high of 6147 and support at the recent low of 5800. 88 of the 500 rose led by Jabil that jumped 9% to a record high after the circuit board maker's results topped estimates and it lifted its forward outlook.&nbsp; <a href=\"https://ttm.financial/S/VERV\">$Verve Therapeutics(VERV)$</a> shares surged after <a href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a> announced that it would acquire the gene-editing startup for about $1.3 billion. <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> is up m","listText":"US Stock MarketThe <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> fell 0.8% to 5982 on Tuesday ET. The benchmark index has been in a tight trading range between a closing level of 5976 and 6045 for the past 8 sessions.&nbsp; There is resistance at the mid-February all-time high of 6147 and support at the recent low of 5800. 88 of the 500 rose led by Jabil that jumped 9% to a record high after the circuit board maker's results topped estimates and it lifted its forward outlook.&nbsp; <a href=\"https://ttm.financial/S/VERV\">$Verve Therapeutics(VERV)$</a> shares surged after <a href=\"https://ttm.financial/S/LLY\">$Eli Lilly(LLY)$</a> announced that it would acquire the gene-editing startup for about $1.3 billion. <a href=\"https://ttm.financial/S/ORCL\">$Oracle(ORCL)$</a> is up m","text":"US Stock MarketThe $S&P 500(.SPX)$ fell 0.8% to 5982 on Tuesday ET. The benchmark index has been in a tight trading range between a closing level of 5976 and 6045 for the past 8 sessions. There is resistance at the mid-February all-time high of 6147 and support at the recent low of 5800. 88 of the 500 rose led by Jabil that jumped 9% to a record high after the circuit board maker's results topped estimates and it lifted its forward outlook. $Verve Therapeutics(VERV)$ shares surged after $Eli Lilly(LLY)$ announced that it would acquire the gene-editing startup for about $1.3 billion. $Oracle(ORCL)$ is up m","images":[{"img":"https://community-static.tradeup.com/news/b8ed2e1d6e01351cb48fd2afc66bd864"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":35,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/447284158943312","isVote":1,"tweetType":1,"viewCount":9493,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3581725970295674","authorId":"3581725970295674","name":"wheeheepoh","avatar":"https://community-static.tradeup.com/news/658a31b1e6a220611967d42c078c50a5","crmLevel":7,"crmLevelSwitch":1,"idStr":"3581725970295674","authorIdStr":"3581725970295674"},"content":"An actual quality post on Tiger that is informative and educational","text":"An actual quality post on Tiger that is informative and educational","html":"An actual quality post on Tiger that is informative and educational"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":446645379424792,"gmtCreate":1750046587918,"gmtModify":1750046613706,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Technology Macro: From Pseudo Bull To Structural Bull?","htmlText":"This week's tech market has hidden a lot of structural variability in the midst of overall moderation.From the macro to the plate, to the company's fundamentals, multiple dimensions intertwined the current complex and full of opportunities.First, the macro risk is rising: tariff game resurfacesWhile the military tension between Israel and Iran has not subsided, a new round of tariff negotiations between the US and Vietnam has become the focus of recent market attention.Bloomberg reported that the U.S. is proposing to impose 20-25% tariffs on Vietnam's exports, significantly higher than the 10% range previously expected by the market.Tariff risk has re-emerged as a major variable weighing on risk appetite as the July 9 deadline for negotiations approaches.Over the past few weeks, market cap","listText":"This week's tech market has hidden a lot of structural variability in the midst of overall moderation.From the macro to the plate, to the company's fundamentals, multiple dimensions intertwined the current complex and full of opportunities.First, the macro risk is rising: tariff game resurfacesWhile the military tension between Israel and Iran has not subsided, a new round of tariff negotiations between the US and Vietnam has become the focus of recent market attention.Bloomberg reported that the U.S. is proposing to impose 20-25% tariffs on Vietnam's exports, significantly higher than the 10% range previously expected by the market.Tariff risk has re-emerged as a major variable weighing on risk appetite as the July 9 deadline for negotiations approaches.Over the past few weeks, market cap","text":"This week's tech market has hidden a lot of structural variability in the midst of overall moderation.From the macro to the plate, to the company's fundamentals, multiple dimensions intertwined the current complex and full of opportunities.First, the macro risk is rising: tariff game resurfacesWhile the military tension between Israel and Iran has not subsided, a new round of tariff negotiations between the US and Vietnam has become the focus of recent market attention.Bloomberg reported that the U.S. is proposing to impose 20-25% tariffs on Vietnam's exports, significantly higher than the 10% range previously expected by the market.Tariff risk has re-emerged as a major variable weighing on risk appetite as the July 9 deadline for negotiations approaches.Over the past few weeks, market cap","images":[{"img":"https://static.tigerbbs.com/ee62cd5d7660b6de449b95208ed6255a"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":96,"commentSize":3,"repostSize":6,"link":"https://ttm.financial/post/446645379424792","isVote":1,"tweetType":1,"viewCount":1719,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"All this uncertainty in the world doesn’t affect Uber riders, deliveries or numbers. Summer months are busy and they will crush earnings once again with more PT raises to follow. Great buy at these levels see you at $100+ soon…","text":"All this uncertainty in the world doesn’t affect Uber riders, deliveries or numbers. Summer months are busy and they will crush earnings once again with more PT raises to follow. Great buy at these levels see you at $100+ soon…","html":"All this uncertainty in the world doesn’t affect Uber riders, deliveries or numbers. Summer months are busy and they will crush earnings once again with more PT raises to follow. Great buy at these levels see you at $100+ soon…"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":445340353008152,"gmtCreate":1749727977953,"gmtModify":1750235421493,"author":{"id":"9000000000000419","authorId":"9000000000000419","name":"WallStreet_Tiger","avatar":"https://community-static.tradeup.com/news/1fdbba25bcf5dea3f281241ba1320d10","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"9000000000000419","authorIdStr":"9000000000000419"},"themes":[],"title":"Microsoft, Palantir, PM Hit All-Time Highs! Bet on Defense or Defensive Stocks?","htmlText":"As the broad market rebounds, multiple stocks hit all time highs this week!1. <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> Hits All-Time High at $475.47, YTD +12.13%It’s not just yesterday. Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.”Despite its massive size, Microsoft continues to expand its operating margin, growing from 44.6% to 45.7%. As one of the first big tech companies to invest in OpenAI, Microsoft rode the 2023 AI wave to a 56% YTD gain that year. It also has its own AI assistant, Copilot, making it one of the largest players in the AI space.2.","listText":"As the broad market rebounds, multiple stocks hit all time highs this week!1. <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> Hits All-Time High at $475.47, YTD +12.13%It’s not just yesterday. Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.”Despite its massive size, Microsoft continues to expand its operating margin, growing from 44.6% to 45.7%. As one of the first big tech companies to invest in OpenAI, Microsoft rode the 2023 AI wave to a 56% YTD gain that year. It also has its own AI assistant, Copilot, making it one of the largest players in the AI space.2.","text":"As the broad market rebounds, multiple stocks hit all time highs this week!1. $Microsoft(MSFT)$ Hits All-Time High at $475.47, YTD +12.13%It’s not just yesterday. Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.”Despite its massive size, Microsoft continues to expand its operating margin, growing from 44.6% to 45.7%. As one of the first big tech companies to invest in OpenAI, Microsoft rode the 2023 AI wave to a 56% YTD gain that year. It also has its own AI assistant, Copilot, making it one of the largest players in the AI space.2.","images":[{"img":"https://community-static.tradeup.com/news/03cc726d092a96036ec060b40e9afd17"},{"img":"https://community-static.tradeup.com/news/b75f28adeda21c79511904ea6b6d95e3"},{"img":"https://community-static.tradeup.com/news/381b104429792cae7f67dc1120e2458d"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":181,"commentSize":2,"repostSize":25,"link":"https://ttm.financial/post/445340353008152","isVote":1,"tweetType":1,"viewCount":17511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":447325695804072,"gmtCreate":1750231429663,"gmtModify":1750233005055,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186204260634262","authorIdStr":"4186204260634262"},"themes":[],"htmlText":"🚀&nbsp;<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Skyrockets to New Highs: Can&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp; Follow the Lead? 🌟 Microsoft's shares have been soaring lately, marking new record highs in an impressive, consistent rally. After delivering blowout Q1 earnings that sent the stock surging 7.6% in just one day, Microsoft's price action has continued to impress—steady gains day after day without significant pullbacks. This is the classic illustration of the old investing adage, \"slow and steady wins the race.\" But with Microsoft firmly in the spotlight, investors are starting to wonder: Could Meta Platforms be the next tech titan to hit new highs? 📈 Why Microsoft's Rall","listText":"🚀&nbsp;<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Skyrockets to New Highs: Can&nbsp;<a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$&nbsp;</a>&nbsp; Follow the Lead? 🌟 Microsoft's shares have been soaring lately, marking new record highs in an impressive, consistent rally. After delivering blowout Q1 earnings that sent the stock surging 7.6% in just one day, Microsoft's price action has continued to impress—steady gains day after day without significant pullbacks. This is the classic illustration of the old investing adage, \"slow and steady wins the race.\" But with Microsoft firmly in the spotlight, investors are starting to wonder: Could Meta Platforms be the next tech titan to hit new highs? 📈 Why Microsoft's Rall","text":"🚀 $Microsoft(MSFT)$ Skyrockets to New Highs: Can $Meta Platforms, Inc.(META)$ Follow the Lead? 🌟 Microsoft's shares have been soaring lately, marking new record highs in an impressive, consistent rally. After delivering blowout Q1 earnings that sent the stock surging 7.6% in just one day, Microsoft's price action has continued to impress—steady gains day after day without significant pullbacks. This is the classic illustration of the old investing adage, \"slow and steady wins the race.\" But with Microsoft firmly in the spotlight, investors are starting to wonder: Could Meta Platforms be the next tech titan to hit new highs? 📈 Why Microsoft's Rall","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":21,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/447325695804072","isVote":1,"tweetType":1,"viewCount":824,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"I think microsoft will hit 650.Extremely Bullish even 800 anaylst are giving wrong price estimates im trying to figure out why ? Congrats longs","text":"I think microsoft will hit 650.Extremely Bullish even 800 anaylst are giving wrong price estimates im trying to figure out why ? Congrats longs","html":"I think microsoft will hit 650.Extremely Bullish even 800 anaylst are giving wrong price estimates im trying to figure out why ? Congrats longs"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":444879801135680,"gmtCreate":1749637173678,"gmtModify":1749710627545,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"yourcelesttyy","avatar":"https://community-static.tradeup.com/news/3caa9d5789492882d6046e8664eddcf1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"AI Leadership Among Mag 7: Nvidia, Meta, Google in the Spotlight","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> The AI revolution is reshaping the tech landscape, and the Magnificent Seven (Mag 7)—Apple, Alphabet (Google), Amazon, Meta, Microsoft, Nvidia, and Tesla—are at the forefront. Nvidia has long been hailed as the AI king, but Meta’s aggressive monetization and Google’s cloud infrastructure are shaking things up. With OpenAI tapping Google Cloud and Meta unveiling AI-powered ads and a potential $14 billion Scale AI deal, the race for AI supremacy is tighter than ever. This report dives into the current AI leadership among Meta, Google, and Nvidia, analyzing their strengths, recent moves, and investment potential. Nvidia: The AI Hardware Titan","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> The AI revolution is reshaping the tech landscape, and the Magnificent Seven (Mag 7)—Apple, Alphabet (Google), Amazon, Meta, Microsoft, Nvidia, and Tesla—are at the forefront. Nvidia has long been hailed as the AI king, but Meta’s aggressive monetization and Google’s cloud infrastructure are shaking things up. With OpenAI tapping Google Cloud and Meta unveiling AI-powered ads and a potential $14 billion Scale AI deal, the race for AI supremacy is tighter than ever. This report dives into the current AI leadership among Meta, Google, and Nvidia, analyzing their strengths, recent moves, and investment potential. Nvidia: The AI Hardware Titan","text":"$Apple(AAPL)$ $Tesla Motors(TSLA)$ The AI revolution is reshaping the tech landscape, and the Magnificent Seven (Mag 7)—Apple, Alphabet (Google), Amazon, Meta, Microsoft, Nvidia, and Tesla—are at the forefront. Nvidia has long been hailed as the AI king, but Meta’s aggressive monetization and Google’s cloud infrastructure are shaking things up. With OpenAI tapping Google Cloud and Meta unveiling AI-powered ads and a potential $14 billion Scale AI deal, the race for AI supremacy is tighter than ever. This report dives into the current AI leadership among Meta, Google, and Nvidia, analyzing their strengths, recent moves, and investment potential. Nvidia: The AI Hardware Titan","images":[{"img":"https://community-static.tradeup.com/news/817a9df16b57a7d59e8dcfed8d7982b3","width":"800","height":"533"},{"img":"https://community-static.tradeup.com/news/0c67c293cbfeaab7527edfb913a68d91","width":"768","height":"576"},{"img":"https://community-static.tradeup.com/news/54dbfc4b6cf8527893d30073e1496fd3","width":"1280","height":"640"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":14,"commentSize":2,"repostSize":1,"link":"https://ttm.financial/post/444879801135680","isVote":1,"tweetType":1,"viewCount":862,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":6,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Sharing 😁 @koolgal @Shernice軒嬣 2000 @Shyon @Barcode @JC888","text":"Nice Sharing 😁 @koolgal @Shernice軒嬣 2000 @Shyon @Barcode @JC888","html":"Nice Sharing 😁 @koolgal @Shernice軒嬣 2000 @Shyon @Barcode @JC888"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":445575946699304,"gmtCreate":1749785656190,"gmtModify":1749786896306,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Adobe's AI Cash Cow: $250M ARR Can't Stop Stock Slip","htmlText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> Strong performance in revenue, profitability and AI innovation in the second quarter of fiscal 2025.Solid growth in the Digital Media and Digital Experience segments, combined with rapid advancement of the AI strategy, provide a clear growth path for the company going forward.Despite the small after-hours drop in share price, Adobe's long-term investment value remains solid, especially driven by the combination of AI and subscription model.Performance and market feedbackOn the revenue front, revenue of US$5.87 billion ($5.87B) grew 11% year-on-year, exceeding market expectations of US$5.8 billion, driven by the two core business segments of Digital Media and Digital Experience.EPS performance was strong, with non-GAAP earnings per sh","listText":"<a href=\"https://ttm.financial/S/ADBE\">$Adobe(ADBE)$</a> Strong performance in revenue, profitability and AI innovation in the second quarter of fiscal 2025.Solid growth in the Digital Media and Digital Experience segments, combined with rapid advancement of the AI strategy, provide a clear growth path for the company going forward.Despite the small after-hours drop in share price, Adobe's long-term investment value remains solid, especially driven by the combination of AI and subscription model.Performance and market feedbackOn the revenue front, revenue of US$5.87 billion ($5.87B) grew 11% year-on-year, exceeding market expectations of US$5.8 billion, driven by the two core business segments of Digital Media and Digital Experience.EPS performance was strong, with non-GAAP earnings per sh","text":"$Adobe(ADBE)$ Strong performance in revenue, profitability and AI innovation in the second quarter of fiscal 2025.Solid growth in the Digital Media and Digital Experience segments, combined with rapid advancement of the AI strategy, provide a clear growth path for the company going forward.Despite the small after-hours drop in share price, Adobe's long-term investment value remains solid, especially driven by the combination of AI and subscription model.Performance and market feedbackOn the revenue front, revenue of US$5.87 billion ($5.87B) grew 11% year-on-year, exceeding market expectations of US$5.8 billion, driven by the two core business segments of Digital Media and Digital Experience.EPS performance was strong, with non-GAAP earnings per sh","images":[{"img":"https://static.tigerbbs.com/135f3c194711213bbc57d8985838dd4f"},{"img":"https://static.tigerbbs.com/fb4e6fadd37a1b2afb6880dba0d95ef7"},{"img":"https://static.tigerbbs.com/672699a902e162ce485c1372031ba2e2"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":60,"commentSize":3,"repostSize":7,"link":"https://ttm.financial/post/445575946699304","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"retailers are selling,they are looking for quick profit. Pretty sure it will be at least 450$ next week","text":"retailers are selling,they are looking for quick profit. Pretty sure it will be at least 450$ next week","html":"retailers are selling,they are looking for quick profit. Pretty sure it will be at least 450$ next week"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":447190089798136,"gmtCreate":1750198670890,"gmtModify":1750198682134,"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197851430299452","authorIdStr":"4197851430299452"},"themes":[],"htmlText":"The Golden Era of AI and Tech Stocks: Microsoft and Meta Leading the Future The rapid advancement of artificial intelligence (AI) technology is reshaping the global tech landscape, with Microsoft and Meta Platforms emerging as frontrunners due to their strategic AI initiatives and robust market performance. Based on recent trends—Microsoft’s strong Q1 earnings and steady Azure growth, alongside Meta’s innovative WhatsApp ad strategy and AI monetization efforts—these tech giants are solidifying their positions in the stock market. Despite some market skepticism about AI investment returns, there is compelling evidence to remain bullish on the future of AI and tech stocks. Microsoft: The Steady AI Trailblazer Microsoft has leveraged its partnership with OpenAI and the integration of AI into","listText":"The Golden Era of AI and Tech Stocks: Microsoft and Meta Leading the Future The rapid advancement of artificial intelligence (AI) technology is reshaping the global tech landscape, with Microsoft and Meta Platforms emerging as frontrunners due to their strategic AI initiatives and robust market performance. Based on recent trends—Microsoft’s strong Q1 earnings and steady Azure growth, alongside Meta’s innovative WhatsApp ad strategy and AI monetization efforts—these tech giants are solidifying their positions in the stock market. Despite some market skepticism about AI investment returns, there is compelling evidence to remain bullish on the future of AI and tech stocks. Microsoft: The Steady AI Trailblazer Microsoft has leveraged its partnership with OpenAI and the integration of AI into","text":"The Golden Era of AI and Tech Stocks: Microsoft and Meta Leading the Future The rapid advancement of artificial intelligence (AI) technology is reshaping the global tech landscape, with Microsoft and Meta Platforms emerging as frontrunners due to their strategic AI initiatives and robust market performance. Based on recent trends—Microsoft’s strong Q1 earnings and steady Azure growth, alongside Meta’s innovative WhatsApp ad strategy and AI monetization efforts—these tech giants are solidifying their positions in the stock market. Despite some market skepticism about AI investment returns, there is compelling evidence to remain bullish on the future of AI and tech stocks. Microsoft: The Steady AI Trailblazer Microsoft has leveraged its partnership with OpenAI and the integration of AI into","images":[{"img":"https://community-static.tradeup.com/news/de4da71f7c8fa3d8f708da207e8a9f6f","width":"720","height":"960"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/447190089798136","isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":445812601475848,"gmtCreate":1749864916074,"gmtModify":1749864927955,"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":0,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197851430299452","authorIdStr":"4197851430299452"},"themes":[],"htmlText":"Microsoft vs. Apple: A Balanced Assessment of Their Investment Potential in 2025 As of June 14, 2025, the technology sector continues to captivate investors, with Microsoft and Apple emerging as focal points of debate following recent market movements. Microsoft has hit an all-time high, buoyed by a 7.6% single-day surge after exceeding Q1 earnings expectations, while Apple has experienced a 20% year-to-date (YTD) drop, hovering around $200 amid delays in its Siri AI upgrade. This article provides an objective analysis of both companies’ technical, fundamental, and news-driven factors to evaluate their standing as investment options. Technical Analysis: Trends and Signals Microsoft’s technical performance reflects a robust upward trajectory. The stock’s steady daily gains, with no signific","listText":"Microsoft vs. Apple: A Balanced Assessment of Their Investment Potential in 2025 As of June 14, 2025, the technology sector continues to captivate investors, with Microsoft and Apple emerging as focal points of debate following recent market movements. Microsoft has hit an all-time high, buoyed by a 7.6% single-day surge after exceeding Q1 earnings expectations, while Apple has experienced a 20% year-to-date (YTD) drop, hovering around $200 amid delays in its Siri AI upgrade. This article provides an objective analysis of both companies’ technical, fundamental, and news-driven factors to evaluate their standing as investment options. Technical Analysis: Trends and Signals Microsoft’s technical performance reflects a robust upward trajectory. The stock’s steady daily gains, with no signific","text":"Microsoft vs. Apple: A Balanced Assessment of Their Investment Potential in 2025 As of June 14, 2025, the technology sector continues to captivate investors, with Microsoft and Apple emerging as focal points of debate following recent market movements. Microsoft has hit an all-time high, buoyed by a 7.6% single-day surge after exceeding Q1 earnings expectations, while Apple has experienced a 20% year-to-date (YTD) drop, hovering around $200 amid delays in its Siri AI upgrade. This article provides an objective analysis of both companies’ technical, fundamental, and news-driven factors to evaluate their standing as investment options. Technical Analysis: Trends and Signals Microsoft’s technical performance reflects a robust upward trajectory. The stock’s steady daily gains, with no signific","images":[{"img":"https://community-static.tradeup.com/news/a8775e35af817226716942edd065c4c4","width":"960","height":"960"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/445812601475848","isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":441921258795336,"gmtCreate":1748929583223,"gmtModify":1748939548899,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"yourcelesttyy","avatar":"https://community-static.tradeup.com/news/3caa9d5789492882d6046e8664eddcf1","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"🔥 Mag 7’s Sky-High Surge: Is the Final 30% Worth the Gamble?","htmlText":"The \"Magnificent 7\"—Apple, Microsoft, Alphabet, Amazon, Meta, Tesla, and Nvidia—have roared to new peaks after a blazing May, now commanding a 42x forward P/E ratio. That’s a hefty premium, yet it sits 30% below the 58x average peak of past U.S. market bubbles. Hedge funds are diving in headfirst, with a buying spree last week, but broader institutional exposure lingers at a five-year low. So, what’s the play? Are these tech titans primed for one last leg up, or are retail investors late to a party about to crash? Let’s dive into the signals, the stakes, and how to navigate this high-stakes showdown. 📊 Valuation Reality: Expensive, Not Exploded A 42x forward P/E isn’t cheap—it’s a stretch. But stack it against the 58x bubble peaks of yesteryear, and there’s a 30% buffer before we hit noseb","listText":"The \"Magnificent 7\"—Apple, Microsoft, Alphabet, Amazon, Meta, Tesla, and Nvidia—have roared to new peaks after a blazing May, now commanding a 42x forward P/E ratio. That’s a hefty premium, yet it sits 30% below the 58x average peak of past U.S. market bubbles. Hedge funds are diving in headfirst, with a buying spree last week, but broader institutional exposure lingers at a five-year low. So, what’s the play? Are these tech titans primed for one last leg up, or are retail investors late to a party about to crash? Let’s dive into the signals, the stakes, and how to navigate this high-stakes showdown. 📊 Valuation Reality: Expensive, Not Exploded A 42x forward P/E isn’t cheap—it’s a stretch. But stack it against the 58x bubble peaks of yesteryear, and there’s a 30% buffer before we hit noseb","text":"The \"Magnificent 7\"—Apple, Microsoft, Alphabet, Amazon, Meta, Tesla, and Nvidia—have roared to new peaks after a blazing May, now commanding a 42x forward P/E ratio. That’s a hefty premium, yet it sits 30% below the 58x average peak of past U.S. market bubbles. Hedge funds are diving in headfirst, with a buying spree last week, but broader institutional exposure lingers at a five-year low. So, what’s the play? Are these tech titans primed for one last leg up, or are retail investors late to a party about to crash? Let’s dive into the signals, the stakes, and how to navigate this high-stakes showdown. 📊 Valuation Reality: Expensive, Not Exploded A 42x forward P/E isn’t cheap—it’s a stretch. But stack it against the 58x bubble peaks of yesteryear, and there’s a 30% buffer before we hit noseb","images":[{"img":"https://community-static.tradeup.com/news/05b0539044aa0b931b6187c3b22dcbc9","width":"1000","height":"525"},{"img":"https://community-static.tradeup.com/news/f9043f2346fc9864cdd3cbbd04cf98c9","width":"700","height":"394"},{"img":"https://community-static.tradeup.com/news/70568641fa3368f3b853d669a87a0f9c","width":"720","height":"405"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":28,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/441921258795336","isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},{"id":446186720444560,"gmtCreate":1749942777078,"gmtModify":1750057279715,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"In Microsoft We Trust - Why It Stands Out As The Ultimate Safe Haven Over Apple ","htmlText":"🌟🌟🌟In an era of market turbulence, geopolitical shifts and ever evolving consumer tastes,&nbsp; investors crave a refuge, an anchor that they can cling to when the storms hit.&nbsp; Enter Microsoft&nbsp;<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>, a company whose diversified revenue streams, fortress like balance sheet and relentless pivot into enterprise software and cloud computing cast it as a true safe haven. Meanwhile Apple&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> despite its iconic brand and record shattering iPhone sales, remains tethered to fickle consumer whims. If you are hunting for stability, resilience and enduring growth, it is time to look beyond the gleam of iPhones and con","listText":"🌟🌟🌟In an era of market turbulence, geopolitical shifts and ever evolving consumer tastes,&nbsp; investors crave a refuge, an anchor that they can cling to when the storms hit.&nbsp; Enter Microsoft&nbsp;<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>, a company whose diversified revenue streams, fortress like balance sheet and relentless pivot into enterprise software and cloud computing cast it as a true safe haven. Meanwhile Apple&nbsp;<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> despite its iconic brand and record shattering iPhone sales, remains tethered to fickle consumer whims. If you are hunting for stability, resilience and enduring growth, it is time to look beyond the gleam of iPhones and con","text":"🌟🌟🌟In an era of market turbulence, geopolitical shifts and ever evolving consumer tastes, investors crave a refuge, an anchor that they can cling to when the storms hit. Enter Microsoft $Microsoft(MSFT)$ , a company whose diversified revenue streams, fortress like balance sheet and relentless pivot into enterprise software and cloud computing cast it as a true safe haven. Meanwhile Apple $Apple(AAPL)$ despite its iconic brand and record shattering iPhone sales, remains tethered to fickle consumer whims. If you are hunting for stability, resilience and enduring growth, it is time to look beyond the gleam of iPhones and con","images":[{"img":"https://community-static.tradeup.com/news/95e1950bd14f397006b442b14767d1e1","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/8d0985040585347c9b8550d8f1008819","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/4b785141f86e80e458f5ca676103991f","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":20,"commentSize":13,"repostSize":11,"link":"https://ttm.financial/post/446186720444560","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010969","authorId":"10000000000010969","name":"Kristina_","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010969","authorIdStr":"10000000000010969"},"content":"Totally agree—Microsoft’s enterprise focus is just built different. 💼📊 While Apple’s fun to watch, MSFT feels like the tech world’s safety net. Steady, smart, and always one step ahead in AI and cloud! ☁️💪","text":"Totally agree—Microsoft’s enterprise focus is just built different. 💼📊 While Apple’s fun to watch, MSFT feels like the tech world’s safety net. Steady, smart, and always one step ahead in AI and cloud! ☁️💪","html":"Totally agree—Microsoft’s enterprise focus is just built different. 💼📊 While Apple’s fun to watch, MSFT feels like the tech world’s safety net. Steady, smart, and always one step ahead in AI and cloud! ☁️💪"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":442195506844144,"gmtCreate":1748980448997,"gmtModify":1749034202396,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"title":"The Magnificent 7 at New Highs: Bullish Opportunity or Chasing the Last Dollar? ","htmlText":"🌟🌟🌟The Magnificent 7- Apple, Microsoft, Amazon, Alphabet, Meta Platforms, Tesla and Nvidia have dominated headlines and portfolios alike.&nbsp; Recently these Tech Titans have rallied to new highs, sparking a fresh debate - Is this a golden opportunity to ride the momentum?&nbsp; Or are we now flirting with overextended valuations, essentially chasing the last dollar? The recent surge has injected a burst of optimism into the markets, with some members of the Magnificent 7 posting their best gain in years.&nbsp; Yet beneath the celebratory surface lies a pressing question about sustainable growth versus exuberant pricing.&nbsp; The rally itself has been nothing short of electrifying.&nbsp; In May several of these mega cap recorded staggering percentage gains, which helped propel the S&amp;","listText":"🌟🌟🌟The Magnificent 7- Apple, Microsoft, Amazon, Alphabet, Meta Platforms, Tesla and Nvidia have dominated headlines and portfolios alike.&nbsp; Recently these Tech Titans have rallied to new highs, sparking a fresh debate - Is this a golden opportunity to ride the momentum?&nbsp; Or are we now flirting with overextended valuations, essentially chasing the last dollar? The recent surge has injected a burst of optimism into the markets, with some members of the Magnificent 7 posting their best gain in years.&nbsp; Yet beneath the celebratory surface lies a pressing question about sustainable growth versus exuberant pricing.&nbsp; The rally itself has been nothing short of electrifying.&nbsp; In May several of these mega cap recorded staggering percentage gains, which helped propel the S&amp;","text":"🌟🌟🌟The Magnificent 7- Apple, Microsoft, Amazon, Alphabet, Meta Platforms, Tesla and Nvidia have dominated headlines and portfolios alike. Recently these Tech Titans have rallied to new highs, sparking a fresh debate - Is this a golden opportunity to ride the momentum? Or are we now flirting with overextended valuations, essentially chasing the last dollar? The recent surge has injected a burst of optimism into the markets, with some members of the Magnificent 7 posting their best gain in years. Yet beneath the celebratory surface lies a pressing question about sustainable growth versus exuberant pricing. The rally itself has been nothing short of electrifying. In May several of these mega cap recorded staggering percentage gains, which helped propel the S&","images":[{"img":"https://community-static.tradeup.com/news/05d48a95e893e25516e2a66e5271038c","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/850a70028a3d9a777f83ff287e85c545","width":"1080","height":"2340"},{"img":"https://community-static.tradeup.com/news/bac1eb5ac0800204ee8d1a550177dfc0","width":"1080","height":"2340"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":40,"commentSize":11,"repostSize":12,"link":"https://ttm.financial/post/442195506844144","isVote":1,"tweetType":1,"viewCount":1408,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010969","authorId":"10000000000010969","name":"Kristina_","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010969","authorIdStr":"10000000000010969"},"content":"Mag7 still got juice! I’m riding with innovation — just gotta play it smart. DCA all day and let the tech magic work over time. 🚀📈","text":"Mag7 still got juice! I’m riding with innovation — just gotta play it smart. DCA all day and let the tech magic work over time. 🚀📈","html":"Mag7 still got juice! I’m riding with innovation — just gotta play it smart. DCA all day and let the tech magic work over time. 🚀📈"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":442633619144880,"gmtCreate":1749091641683,"gmtModify":1749091687160,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"From Niche to Kingmaker: MongoDB's $2.2B Voyage AI Bet Pays Off","htmlText":"<a href=\"https://ttm.financial/S/MDB\">$MongoDB Inc.(MDB)$</a> reported Q1 FY2026 (ending April 30, 2025) earnings on June 4 after-hours, a quarterly turnaround to a profit (the market expected a loss as well) Its strong performance may further consolidate its leading position in the cloud database market, and the advancement of its AI strategy may change the competitive landscape of the industry, attracting more enterprise-class customers.At the same time, increased competition with <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> AWS, <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Google Cloud may also put pressure on the non-Atlas business, and we need to continue to monitor the long-term market share changes.Performance and Market FeedbackRevenue: Revenue was","listText":"<a href=\"https://ttm.financial/S/MDB\">$MongoDB Inc.(MDB)$</a> reported Q1 FY2026 (ending April 30, 2025) earnings on June 4 after-hours, a quarterly turnaround to a profit (the market expected a loss as well) Its strong performance may further consolidate its leading position in the cloud database market, and the advancement of its AI strategy may change the competitive landscape of the industry, attracting more enterprise-class customers.At the same time, increased competition with <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> AWS, <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> Google Cloud may also put pressure on the non-Atlas business, and we need to continue to monitor the long-term market share changes.Performance and Market FeedbackRevenue: Revenue was","text":"$MongoDB Inc.(MDB)$ reported Q1 FY2026 (ending April 30, 2025) earnings on June 4 after-hours, a quarterly turnaround to a profit (the market expected a loss as well) Its strong performance may further consolidate its leading position in the cloud database market, and the advancement of its AI strategy may change the competitive landscape of the industry, attracting more enterprise-class customers.At the same time, increased competition with $Amazon.com(AMZN)$ AWS, $Alphabet(GOOGL)$ Google Cloud may also put pressure on the non-Atlas business, and we need to continue to monitor the long-term market share changes.Performance and Market FeedbackRevenue: Revenue was","images":[{"img":"https://static.tigerbbs.com/9976f3938e61aa71693a2f4f6e973f54"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/442633619144880","isVote":1,"tweetType":1,"viewCount":1989,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"During the next three months, we should expect runup on the share price. Lets hope we see 350$ in three months","text":"During the next three months, we should expect runup on the share price. Lets hope we see 350$ in three months","html":"During the next three months, we should expect runup on the share price. Lets hope we see 350$ in three months"}],"imageCount":2,"langContent":"EN","totalScore":0}]}