Monitoring Mag 7 stocks - Opportunity?
@Shyon：
Earnings Were Solid — But So Were Expectations As an investor in Big Tech, I was generally pleased with the recent earnings season. Microsoft, Alphabet, and Meta all exceeded expectations across both revenue and EPS, with Microsoft's double-digit jump standing out. However, these results weren't entirely surprising expectations were already elevated, and in some cases, the market had partially priced in the beats. Magnificent 7 Forward Guidance Now Matters More Than EPS Beats What really moved the needle this quarter wasn't just the numbers—it was the forward guidance. This is where things got more nuanced. Apple $Apple(AAPL)$ and Amazon $Amazon.com(AMZN)$ both delivered