To The Moon

Replying to @1PC:Ethereum runs the playground [Miser]//@1PC:Yes 🙌, Tech will still Rule for a while 😃  💪 @JC888 @Barcode @koolgal @Shyon @Shernice軒嬣 2000

Yes 🙌, Tech will still Rule for a while 😃  💪 @JC888 @Barcode @koolgal @Shyon @Shernice軒嬣 2000

$Alphabet(GOOGL)$ $Reddit(RDDT)$ $Meta Platforms, Inc.(META)$ 🚀📈🤖 AI Ad Surge Winners Are Building Multi-Quarter Momentum While Ad Spend Laggards Slip Into a Credibility Reset 🤖📈🚀 This quarter’s tech earnings made the split clear: companies embedding AI deep into their ad engines are extending their lead, while those missing the execution window are facing aggressive repricing. I’m positioning with the structural winners and steering clear of the names still trying to find their footing. 🏆 AI Ad Boom Winners $META, $GOOGL, and $RDDT have moved beyond testing AI features; they’re using it to scale targeting precision, boost engagement, and extract more revenue pe

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.

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Replying to @1PC:Ethereum runs the playground [Miser]//@1PC:Yes 🙌, Tech will still Rule for a while 😃  💪 @JC888 @Barcode @koolgal @Shyon @Shernice軒嬣 2000

Yes 🙌, Tech will still Rule for a while 😃  💪 @JC888 @Barcode @koolgal @Shyon @Shernice軒嬣 2000