Mag 7 Earnings Bingo: Can You Connect 3 Keywords From This Week’s Calls?
This week’s earnings made one thing clear: the market isn’t just pricing Revenue & EPS anymore — it’s pricing AI efficiency, strategy, and payback timing.
$Meta Platforms, Inc.(META)$ jumped 10% and delivered visible ROI story
Q4 revenue $59.9B (+24% YoY) (beat), EPS beat;
Ads stayed dominant ($58.1B), engagement held strong (Family of Apps 3.58B DAP, +7% YoY), even as 2026 capex was guided up to $115B–$135B. The market still bought it — because the monetization path feels most direct.
$Microsoft(MSFT)$ beat across the board yet still got sold on surprising capex
Adjusted EPS $4.14 (beat vs. $3.91 expected), revenue $81.27B (+17% YoY) (beat vs. $80.31B expected), but shares fell ~5% after hours.
Azure growth hit +39% YoY, yet the market’s takeaway was simple: AI scale is real, but the payoff timeline is still being tested.
$Tesla Motors(TSLA)$ beats + long-term Physical AI optionality” setup
Q4 revenue momentum flipped lower as EV deliveries declined for the 2nd straight year, pressuring auto margins — but EPS still came above expectations, with Energy & Services scaling.
Investors leaned on the long-term story: Robotaxi / Optimus / Physical AI. Musk also said Tesla will end Model S/X production and repurpose Fremont capacity toward Optimus.
$Apple(AAPL)$ is the Mag 7 “final boss” — and the market’s pricing a high bar:
Street expects a record quarter (~$138.5B revenue, ~$2.67 EPS). Key swing factors: iPhone supercycle demand, China rebound, Services growth, and Apple Intelligence strategy. Bull case: beat-and-raise could push toward $270–$288; bear case: weak iPhone/guidance risks breaking below $206–$210.
🎲 Mag 7 Earnings Bingo
Pick 3 boxes you think you “hit” this earnings week ✅
Comment your picks like: 1-5-8
Who’s telling the best AI ROI story for 2026?
What’s your Bingo picks?
Comment like: ROI Payback Test + Beat But Sold Off + Capex / Spending Plan
Comment to win Tiger Coins 🐯
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Azure增長受到打擊同比+39%然而，市場的結論很簡單：人工智能規模是真實的，但回報時間表仍在接受考驗。
廣告仍占主導地位（$58.1 B），參與度很高（應用程序系列3.58 B行動黨，同比+7%），甚至作爲2026年資本支出被引導到$115B-$135B.市場還是買賬了——因爲變現路徑感覺最直接。
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BEAT BUT SOLD OFF (because investors start to smell the BS and drop companies who are faking it)
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ROI PAYBACK TEST (all the spending to try and stand out, does it really bring satisfactory results)
MSFT showed that beating numbers isn’t enough anymore. Azure growth and EPS were solid, but higher-than-expected capex pushed investors to question how long AI returns will take. TSLA is different — near-term EV pressure remains, but the market is clearly valuing the long-term optionality in Robotaxi, Optimus, and Physical AI.
My Mag 7 Bingo picks: ROI Payback Test + Beat But Sold Off + Capex / Spending Plan. For 2026, META tells the strongest AI ROI story so far, while MSFT and TSLA are still asking investors for patience. 🐯
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