$Microsoft(MSFT)$ just dropped earnings — and wow, it’s clear they’re riding the AI + cloud rocket.🔹 Cloud revenue hit $42B, up 22% YoY🔹 AI tools? Already boosting productivity across industries🔹 CEO Nadella: “We're building data centers across 4 continents — AI demand is global.”✨ Product HighlightsMicrosoft Fabric: 21K+ paying customers, up 80%Foundry AI: Over 70K enterprise users, processed 1 quadrillion+ tokens 🤯 (up 5x YoY!)Azure AI: Driving 16 pts of Azure’s 33% growth📊 Q3 FinancialsRevenue: $70.1B (+13%)EPS: $3.46 (+18%)Free cash flow: $20.3BBig enterprise orders (including OpenAI!) are rolling in 💼🔮 Looking Ahead (Q4 Guidance)Productivity & Biz (Office, LinkedIn): $32.0–32.35B, up 11–12%Azure cloud: expected growth of 34–35% (power &am

$Meta Platforms, Inc.(META)$ just dropped another strong quarter — and it’s more than just a rebound story.✅ Revenue up 27%✅ Net income up 35%✅ Daily active users? A mind-blowing 3.43 billion people across the Meta family (yes, Facebook is very much alive).🧠 AI is the real storyMeta isn’t just throwing billions at the metaverse — it’s quietly building some of the world’s most powerful AI-driven ad systems. The result?Ad revenue up 16% to $41.4B (would be +19% FX-neutral)Family of Apps operating margin rose from 39.9% → 52.6% over 2 yearsAdvertisers are paying more because targeting is just that good 🎯💸 CapEx: All-in on AI2024: $39.2B2025 forecast: raised to $64–72B (!)That’s not for VR goggles — it’s going into AI infrastructure: better models, fa

$高通(QCOM)$ released its FY2025 Q2 report: revenue and EPS topped estimates, driven by strong performance in core chip segments. However, Q3 revenue guidance of $10.3B (midpoint) missed Wall Street’s $10.35B expectation, triggering market concerns.Highlights:Q3 EPS forecast: $2.70 (midpoint) vs. est. $2.67QCT chip revenue: $9.47B (+18% YoY)📱 Mobile chips: $6.93B (+12%), boosted by premium Android demand (Samsung, Apple)🚗 Auto: $959M (+59%)🛠️ IoT: $1.58B (+27%)QTL licensing: $1.32B (flat YoY), stable 70% EBT marginManagement Talk: CEO Cristiano Amon reaffirmed Qualcomm’s push beyond smartphones, aiming for $22B in non-handset revenue by FY2029. He highlighted growth in AI and edge computing, plus the rollout of the X85 5G platform later this year.CF

After that 17% plunge and a 9% rebound, $NVIDIA(NVDA)$ is still sliding, with pre-market looking rough too. Seems like DeepSeek really hit the core this time… And let’s be real, DeepSeek will keep evolving—could every new version release deal another blow to Nvidia? 🤔 Might be a decent chance to go short, grab a quick profit, and dip.What do you guys think? 🧐

This earnings report? Kinda meh, honestly. But somehow, it tanks first and then rallies hard. 🤷‍♂️ Guess the bulls are laughing last again. Remember, "Shorting is optional, but watching from the sidelines is ancestral wisdom passed down from the rooftop." 😭 $Tesla Motors(TSLA)$

Bad guidance? Didn’t drop. DeepSeek drama? Didn’t drop. Weak earnings? Still didn’t drop. 🐂 Meta’s holding strong, but with valuations already sky-high and no clear bullish catalysts in sight, how much higher can it actually go? 🤔 Doubting… $Meta Platforms, Inc.(META)$