$Meta Platforms, Inc.(META)$ just crushed earnings — and the market noticed.✅ Revenue: $36.46B (+16% YoY) — beat✅ EPS: $4.71 — beat by 24%✅ Daily Active People: 3.43B (+6%)✅ Ad pricing: +10% YoY✅ Operating margin: 41% (was 33%)Despite a bump in CapEx (now $68B for 2024), Meta still bought back $13.4B in stock last quarter. Even with heavy AI investment, it’s delivering strong margins, user growth, and cash flow.📈 Valuation? Still ~23x forward earnings — not bad for a company scaling this fast with real profits.📊 Guidance for Q2 also came in above expectations. Meta’s AI push is real, but it’s the core ad business that’s funding it — and that engine is humming.🔥 Still bullish on META? Or is CapEx too much too soon?Drop your thoughts 👇
The world can survive without $NVDA — but not without $MSFT.
$英伟达(NVDA)$ may be the face of the AI boom, but $微软(MSFT)$ is the backbone — cloud, productivity, enterprise, infrastructure... it’s all there.While Nvidia dazzles with explosive growth, Microsoft moves like a disciplined giant — consistent, diversified, and deeply embedded in the global tech stack.And let’s not forget $Meta Platforms, Inc.(META)$ either — strong Q1 numbers, big AI bets, and solid profitability 👏🤞 Hoping this Microsoft + Meta earnings wave lifts broader market sentiment. Would be nice to head into the May Day weekend with some optimism, right?What do you think:👉 Is MSFT the true AI king?👉 Or will NVDA keep dominating the narrative?Let’s talk 👇
$特斯拉(TSLA)$ stock dipped 3.38% last night — but the bigger shock?🚗 Rumors are swirling that the board is quietly preparing for a post-Musk Tesla.According to WSJ, some insiders believe Musk is getting distracted by politics and other ventures. Analysts are even saying Tesla needs its own “Tim Cook” — a focused operator who can refine what’s already built, not chase the next moonshot 🌕🤔 So… what happens if Elon actually leaves?With Tesla’s valuation already sky-high, could losing its biggest visionary trigger a serious correction? Or… would a more grounded CEO actually help Tesla mature?💬 Would you still buy TSLA if Musk isn’t the CEO anymore?Is he the genius behind it all — or just the chaos engine?Drop your thoughts 👇