To The Moon

Big Tech earnings season is just about wrapped up, with only Nvidia left on deck and the scoreboard among the Magnificent 7 is looking... mixed. So far, three of the seven managed to rally post-earnings. The other three — Tesla, Amazon, and Apple — stumbled. Not a total disaster, but it wasn’t a complete flop either. The AI narrative is still very much alive. Apple (AAPL) Amazon.com (AMZN) Tesla Motors (TSLA) As for me? I didn’t even bother watching most of the earnings this round, especially the AI-linked names. Not because I’m out of touch, but because I already know I'm not going to buy them. Whether the earnings were good, bad, or somewhere in between, I wasn’t planning to jump in. These stocks have run so far, so fast over the last few years that even a “bad” quarter doesn’t necessari

This Big Tech earnings season was intense, and Meta stood out. Its 11% jump showed strong AI-driven ad growth and solid guidance. On the flip side, Amazon disappointed — despite a beat, concerns over AWS growth and rising capex dragged the stock down. It shows investor expectations for cloud and AI are sky-high. Tesla also missed on auto sales, though its Robotaxi tease helped soften the blow. The AI theme is still dominant. Meta, Microsoft, and Alphabet showed strong momentum, while Apple hinted at bigger AI plans. With Nvidia powering much of this, its earnings will be key — especially since Big Tech makes up over half its revenue. The chip pullback looks like a healthy pause. But with AI spending still rising, I remain bullish — especially on Nvidia leading the sector. Long-term demand

$Reddit(RDDT)$ This quarter's earnings report validates the effectiveness of the dual-engine "advertising + AI data" model.Short-term stock price already reflects Q2 beat, but Q3 guidance and AI realization potential could drive further valuation upside.True repricing will depend on:Speed of data license commercialization (path from 35M to 1B+);International user monetization breakthrough (now ARPU is only 1/10 of the US).If these two points continue to realize, the current PS 16x (2025E) in the context of high-speed growth is still attractive, the valuation ceiling is expected to be on par with the AI SaaS leader.Core performance and market feedbackKey metrics exceeded expectations across the boardRevenue: 499.6M, +78,424.7M YoY, fastest growth r

$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $S&P 500(.SPX)$ 📊🔥💥 S&P 500’s Earnings Machine Is Alive: Microsoft and Amazon Power the Surprise Cycle 💥🔥📊 💡 84% of companies are beating earnings. Tech’s the engine. Microsoft’s the supercharger. Amazon’s the torque. Here’s why this quarter matters more than the next. 🧠 S&P’s Q2 earnings season isn’t just good, it’s structurally strong With 329 companies reporting, that’s 66% of the S&P 500, and the beat rate is stunning. ➡️ 84% are beating EPS estimates, with a median surprise of 7.2% ➡️ 80% are beating on sales, with a 2.6% median surprise ➡️ Blended YoY EPS growth: +10.4% ➡️ Blended YoY sales growth: +5.8%

$Amazon.com(AMZN)$ 🎯📉📦 Is Amazon Breaking the Trend or Building the Spring? 📦📉🎯 I’m fully convinced this $AMZN setup is the most misunderstood trade in the MAG7 right now; while every other name is flashing green, Amazon’s red candle is baiting the impatient. Beneath that dip is a precision unwind, coiled, not crumbling. Today, Amazon is down over $3 or 1.4%, while $QQQ, $NVDA, $TSLA, $AAPL, $GOOGL, $META, and $MSFT all post gains. But look closer: $META racked up +$19.86M in call premium, $GOOGL +$8.36M, $MSFT +$5.65M, and $AAPL +$2.71M. Amazon? It’s the outlier, with $6.06M in calls sold and $4.10M in puts bought; a net bearish lean that flips the drift negative. That’s not collapse. That’s short-term sentiment shakeout, not long-term thesis bre

1. Which High Ex-dividend Stock (on 4 August ~ 8 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $Cal-Maine(CALM)$ $ and $Ameriprise(AMP)$ showing below are about to give decent dividends into "your pocket".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just

Over the past few weeks, the market has oscillated between "soft landing" and "policy inflection point".Has the tech sector, one of the biggest winners so far this year, reached the end of its valuation expansion?Especially after the outrageous non-farm payrolls data on August 1 (July current period, and May-June revisions) brought a hint of "recession" expectations to the market, have tech stocks peaked?Interest rates and growth expectations double suppression, TMT volatility riseGoldman Sachs pointed out that the current technology sector is still significantly constrained by interest rate volatility.In particular, in the context of the Federal Reserve officials on the path of interest rate cuts during the year there is disagreement, 10-year U.S. bond yields rise slightly enough to trigg

🌟🌟🌟AI has become the ultimate performance filter.  Companies that are demonstrating tangible topline AI contributions are reaping outsized rewards, while those in limbo are taking a relative beating. Nvidia $NVIDIA(NVDA)$ is the un contested leader in the AI race.  With its dominance in data center GPUs projecting a USD 45 billion in Q2 25 revenue, investors are expecting more than just a simple beat.  Guidance in long term demand tied to AI workloads will be the key focus in Nvidia's forthcoming earnings report on August 27. In contrast Apple $Apple(AAPL)$ Q2 25 profit and revenue growth of just 2.4% and 4.1% trail its peers who are delivering double digit gains.  Delays in rolling

Definitely. AI is the thing of the future. But everything is over run down and market may start cooling despite the summer heat. Stay invested or take profits off the table? You decide. @Tommy  @TigerPicks  @icycrystal  @koolgal  

Biggest casino there is, however companies like to make money. Question is who is willing to pay them and how much. 

Each of the Mag 7 companies have strengths in different industries and have different revenue streams. As the old adage goes, diversification is important and it still is today.

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ 🤖🧠📉 AI isn’t replacing humans, it’s replacing inefficiency 📈⚡️🕒 I’m fully convinced that anyone still treating AI like a novelty rather than a necessity is sleepwalking into irrelevance. Let’s cut to the data. One of the visuals compares time-to-complete tasks with and without generative AI; the difference is astonishing. Writing drops from 80 minutes to 25. Programming collapses from 129 to 33. Even complex problem-solving, time management, and judgment-based roles see massive compression. AI isn’t just a tool, it’s a time-bending force multiplier. But raw speed is only one part of

TSLA has too much future uncertainty taken in pushing the price way too high 

Yes, this quarter still affirm my faith in big tech, as the demands for such technologies remain strong despite economic factors affecting the stock prices. Tagging @SR050321 for coins

The latest Mag 7 earnings season has been a real stress test for Big Tech—and for the “AI boom” narrative that’s driven so much of the market’s gains. With only Nvidia left to report, we’ve seen a clear split: Microsoft, Meta, and Alphabet delivered strong numbers and rallied, while Tesla, Amazon, and Apple stumbled despite years of market leadership. This divergence is a wake-up call that even the most beloved names can’t all win at once, and that the market is getting pickier about what kind of growth it will reward. For me, the biggest surprise was how little tolerance there was for anything less than perfection. Amazon and Apple posted solid results by any historical standard, but in this environment, merely “good” isn’t good enough—guidance, margins, and new growth levers matter more

Big tech continues to dominate in terms of performance. Despite the drop in share prices, the earnings for most of the companies were actually great. I feel that the chips sector will continue to outperform as the world continues to demand more computing power.

#event@koolgal                     

Not sure but what do you guys think? @ShiMei  @DAISY  @Laksa  

The swing upon earning release is unpredictable but AI boom is not going away.

This quarter’s Big Tech earnings have painted a mixed but revealing picture of market sentiment, execution, and the sustainability of the AI-driven rally. --- ✅ Winners and Surprises Among the Magnificent 7, only three posted strong rallies post-earnings. These companies likely: Exceeded expectations not just in revenue or EPS, but in guidance and AI monetisation pathways Demonstrated operational leverage and improved margins Avoided overdependence on cyclical segments like hardware or e-commerce Surprise performer? Depending on your expectations, Microsoft or Meta may have stood out for their efficient AI integration and relatively disciplined cost management. --- ❌ Disappointments: Tesla, Amazon, Apple Tesla continued to face margin pressure, intensifying EV competition, and delivery unc

Big Tech earnings season is just about wrapped up, with only Nvidia left on deck and the scoreboard among the Magnificent 7 is looking... mixed. So far, three of the seven managed to rally post-earnings. The other three — Tesla, Amazon, and Apple — stumbled. Not a total disaster, but it wasn’t a complete flop either. The AI narrative is still very much alive. Apple (AAPL) Amazon.com (AMZN) Tesla Motors (TSLA) As for me? I didn’t even bother watching most of the earnings this round, especially the AI-linked names. Not because I’m out of touch, but because I already know I'm not going to buy them. Whether the earnings were good, bad, or somewhere in between, I wasn’t planning to jump in. These stocks have run so far, so fast over the last few years that even a “bad” quarter doesn’t necessari

This Big Tech earnings season was intense, and Meta stood out. Its 11% jump showed strong AI-driven ad growth and solid guidance. On the flip side, Amazon disappointed — despite a beat, concerns over AWS growth and rising capex dragged the stock down. It shows investor expectations for cloud and AI are sky-high. Tesla also missed on auto sales, though its Robotaxi tease helped soften the blow. The AI theme is still dominant. Meta, Microsoft, and Alphabet showed strong momentum, while Apple hinted at bigger AI plans. With Nvidia powering much of this, its earnings will be key — especially since Big Tech makes up over half its revenue. The chip pullback looks like a healthy pause. But with AI spending still rising, I remain bullish — especially on Nvidia leading the sector. Long-term demand

$Reddit(RDDT)$ This quarter's earnings report validates the effectiveness of the dual-engine "advertising + AI data" model.Short-term stock price already reflects Q2 beat, but Q3 guidance and AI realization potential could drive further valuation upside.True repricing will depend on:Speed of data license commercialization (path from 35M to 1B+);International user monetization breakthrough (now ARPU is only 1/10 of the US).If these two points continue to realize, the current PS 16x (2025E) in the context of high-speed growth is still attractive, the valuation ceiling is expected to be on par with the AI SaaS leader.Core performance and market feedbackKey metrics exceeded expectations across the boardRevenue: 499.6M, +78,424.7M YoY, fastest growth r

$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $S&P 500(.SPX)$ 📊🔥💥 S&P 500’s Earnings Machine Is Alive: Microsoft and Amazon Power the Surprise Cycle 💥🔥📊 💡 84% of companies are beating earnings. Tech’s the engine. Microsoft’s the supercharger. Amazon’s the torque. Here’s why this quarter matters more than the next. 🧠 S&P’s Q2 earnings season isn’t just good, it’s structurally strong With 329 companies reporting, that’s 66% of the S&P 500, and the beat rate is stunning. ➡️ 84% are beating EPS estimates, with a median surprise of 7.2% ➡️ 80% are beating on sales, with a 2.6% median surprise ➡️ Blended YoY EPS growth: +10.4% ➡️ Blended YoY sales growth: +5.8%

$Amazon.com(AMZN)$ 🎯📉📦 Is Amazon Breaking the Trend or Building the Spring? 📦📉🎯 I’m fully convinced this $AMZN setup is the most misunderstood trade in the MAG7 right now; while every other name is flashing green, Amazon’s red candle is baiting the impatient. Beneath that dip is a precision unwind, coiled, not crumbling. Today, Amazon is down over $3 or 1.4%, while $QQQ, $NVDA, $TSLA, $AAPL, $GOOGL, $META, and $MSFT all post gains. But look closer: $META racked up +$19.86M in call premium, $GOOGL +$8.36M, $MSFT +$5.65M, and $AAPL +$2.71M. Amazon? It’s the outlier, with $6.06M in calls sold and $4.10M in puts bought; a net bearish lean that flips the drift negative. That’s not collapse. That’s short-term sentiment shakeout, not long-term thesis bre

Over the past few weeks, the market has oscillated between "soft landing" and "policy inflection point".Has the tech sector, one of the biggest winners so far this year, reached the end of its valuation expansion?Especially after the outrageous non-farm payrolls data on August 1 (July current period, and May-June revisions) brought a hint of "recession" expectations to the market, have tech stocks peaked?Interest rates and growth expectations double suppression, TMT volatility riseGoldman Sachs pointed out that the current technology sector is still significantly constrained by interest rate volatility.In particular, in the context of the Federal Reserve officials on the path of interest rate cuts during the year there is disagreement, 10-year U.S. bond yields rise slightly enough to trigg

1. Which High Ex-dividend Stock (on 4 August ~ 8 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $Cal-Maine(CALM)$ $ and $Ameriprise(AMP)$ showing below are about to give decent dividends into "your pocket".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ 🤖🧠📉 AI isn’t replacing humans, it’s replacing inefficiency 📈⚡️🕒 I’m fully convinced that anyone still treating AI like a novelty rather than a necessity is sleepwalking into irrelevance. Let’s cut to the data. One of the visuals compares time-to-complete tasks with and without generative AI; the difference is astonishing. Writing drops from 80 minutes to 25. Programming collapses from 129 to 33. Even complex problem-solving, time management, and judgment-based roles see massive compression. AI isn’t just a tool, it’s a time-bending force multiplier. But raw speed is only one part of

Big Tech's earnings season is nearly complete — with only $NVIDIA(NVDA)$ left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.Let’s see the winners first!1. $Meta Platforms, Inc.(META)$ jumped 11.25% after the company reported second-quarter earnings on Wednesday.Q2 sales increased 22% year over year, which was the same growth rate as a year ago. Q3 sales will come in a range between $47.5 billion and $50.5 billion, ahead of Wall Street estimates of $46.14 billion.CEO said Meta’s AI technology unlocked “greater efficiency and gains across our ad system.”Earnings per share: $7.14 vs. $5.92 expectedRevenue: $47.52 billion vs. $44.80 billion expec

🌟🌟🌟AI has become the ultimate performance filter.  Companies that are demonstrating tangible topline AI contributions are reaping outsized rewards, while those in limbo are taking a relative beating. Nvidia $NVIDIA(NVDA)$ is the un contested leader in the AI race.  With its dominance in data center GPUs projecting a USD 45 billion in Q2 25 revenue, investors are expecting more than just a simple beat.  Guidance in long term demand tied to AI workloads will be the key focus in Nvidia's forthcoming earnings report on August 27. In contrast Apple $Apple(AAPL)$ Q2 25 profit and revenue growth of just 2.4% and 4.1% trail its peers who are delivering double digit gains.  Delays in rolling

$Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ 🎯💰🔥 Big Tech’s $400B AI Arms Race Meets August’s Volatility Crossroads 🔥💰🎯 I’m extremely confident we’ve just crossed into a new era. Capital expenditures aren’t a cost; they’re a competitive weapon. The latest WSJ data confirms it: Amazon, Microsoft, Google, and Meta are on pace to collectively spend over $400 billion annually on infrastructure. This is a seismic shift that redefines leadership in the AI-first economy. The visual escalation in quarterly capex is undeniable. After years of steady growth, the post-2023 acceleration has turned parabolic. The 2025 forecast towers above all prior years

Big-Tech’s Performance​Macro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr

💰 As July closes, U.S. stocks have seen a high-level correction, yet the momentum in CapEx remains strong.💹 $Vertiv Holdings LLC(VRT)$/$American Superconductor(AMSC)$/$Allient Inc.(ALNT)$: Poised to fully benefit from this wave of CapEx prosperity.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉

The latest Mag 7 earnings season has been a real stress test for Big Tech—and for the “AI boom” narrative that’s driven so much of the market’s gains. With only Nvidia left to report, we’ve seen a clear split: Microsoft, Meta, and Alphabet delivered strong numbers and rallied, while Tesla, Amazon, and Apple stumbled despite years of market leadership. This divergence is a wake-up call that even the most beloved names can’t all win at once, and that the market is getting pickier about what kind of growth it will reward. For me, the biggest surprise was how little tolerance there was for anything less than perfection. Amazon and Apple posted solid results by any historical standard, but in this environment, merely “good” isn’t good enough—guidance, margins, and new growth levers matter more

As I reflect on the Mag 7 Earnings Wrap-up titled "Is AI Boom Still Driving the Market?", I find myself intrigued by the performance of Big Tech this season. With earnings nearly complete and only Nvidia $NVIDIA Corp(NVDA)$   left to report, the mixed results among the Magnificent 7 paint an interesting picture. Four companies rallied after their reports, which is encouraging, while Tesla $Tesla Motors(TSLA)$   and Amazon $Amazon.com(AMZN)$  stumbled, showing some vulnerability in the sector.  I was particularly surprised by Apple's 

The Magnificent Seven (Mag 7) earnings season is nearing its close, with only Nvidia yet to step up to the plate. This quarter delivered a rollercoaster of results: four of these tech titans rallied after their reports, while Tesla and Amazon hit speed bumps. Apple surprised with a beat-and-raise performance, powered by early iPhone purchases amid tariff threats, while Amazon’s stock slid 7% as AWS growth paled against rivals. As the dust settles, investors are left pondering—does Big Tech still hold its magic? Who stole the show? And is the AI boom still the golden ticket in today’s market? Let’s dive into the earnings wrap-up, unpack the surprises, and see if AI remains the unstoppable force driving stocks higher. Earnings Scorecard: Hits and Misses The Mag 7—Apple, Microsoft, Alphabet

This quarter’s Big Tech earnings have painted a mixed but revealing picture of market sentiment, execution, and the sustainability of the AI-driven rally. --- ✅ Winners and Surprises Among the Magnificent 7, only three posted strong rallies post-earnings. These companies likely: Exceeded expectations not just in revenue or EPS, but in guidance and AI monetisation pathways Demonstrated operational leverage and improved margins Avoided overdependence on cyclical segments like hardware or e-commerce Surprise performer? Depending on your expectations, Microsoft or Meta may have stood out for their efficient AI integration and relatively disciplined cost management. --- ❌ Disappointments: Tesla, Amazon, Apple Tesla continued to face margin pressure, intensifying EV competition, and delivery unc

Definitely. AI is the thing of the future. But everything is over run down and market may start cooling despite the summer heat. Stay invested or take profits off the table? You decide. @Tommy  @TigerPicks  @icycrystal  @koolgal  

Biggest casino there is, however companies like to make money. Question is who is willing to pay them and how much. 

Each of the Mag 7 companies have strengths in different industries and have different revenue streams. As the old adage goes, diversification is important and it still is today.