To The Moon

Meta burnt the late retail investors. I love the company but the stock is way too high. 

$Meta Platforms, Inc.(META)$ Meta’s 20-day surge reflects strong AI-driven ad growth and efficiency gains. Rising engagement and Reels monetization add momentum. Valuation is getting stretched, but AI investments could fuel further upside. A pullback to key support levels might offer a better entry. Watch for volume and earnings guidance to confirm trend strength.

$Meta Platforms, Inc.(META)$ $meta down $160 in 3 weeks but don’t worry guys it goes ex div soon and you get .52 cents per share

$Meta Platforms, Inc.(META)$ $META: Record-Breaking Marketing at Meta Sentiment: Positive Meta achieved a new benchmark in cost-per-view and engagement rates, reinforcing its positioning in the global marketing ecosystem.

$Meta Platforms, Inc.(META)$ Meta’s 20-day rally has raised questions about whether it’s too late to buy, but there’s still potential upside. The company’s aggressive push into AI, the Metaverse, and virtual reality positions it for long-term growth. Meta’s AI-driven ad business is also becoming more efficient, which should drive revenue growth. While the recent surge may seem steep, its strong fundamentals and continued investment in innovative technologies justify the price. If you believe in the future of AI and Meta's ability to adapt, it’s not too late to add to your position.

$Meta Platforms, Inc.(META)$ Meta’s 20-day rally might seem like a late entry, but it’s not too late to buy, especially for long-term investors. Strong AI investments, solid financials, and a strategic focus on the Metaverse provide substantial growth potential. While short-term volatility is possible, Meta’s fundamentals suggest continued upside.

$Alphabet(GOOG)$  cool

Jjjvbb bb Nick but by going

The stock market is often a battleground of narratives, and few sectors are as dynamic as tech. Recently, Meta (formerly Facebook) has been on a tear, rallying for 17 consecutive days and capturing the attention of momentum traders. Meanwhile, Google’s parent company, Alphabet, has lagged, presenting what could be a compelling buying opportunity for value-oriented investors. While both stocks are relatively cheap compared to their historical valuations, Google’s lower forward P/E multiple and its diversified revenue streams make it a potentially smarter choice for long-term investors. Let’s dive into why Alphabet might be the better bet in this tech showdown. Meta’s Rally: A Closer Look $Meta Platforms, Inc.(META)$ Meta’s recent rally has been not

💰Don't fight the Fed. Powell remains firm on delaying rate cuts, while major tech stocks show mixed performance.💹 $UOB Kay Hian(U10.SI)$/$SGX(S68.SI)$/$ocbc bank(O39.SI)$: Singapore's financial sector holds strong allocation value.📣Stay tuned and supercharge purchasing power with CashBoost!| Market recapFollowing a weak opening, $S&P 500(.SPX)$ closed up 0.03%, while $NASDAQ(.IXIC)$ fell 0.36%. $Meta Platforms, Inc.(META)$ marked a record with 17 consecutive days of gains. $NASDAQ Golden

🚨🚨Global Equity Markets Today 7 Feb     US Markets   - **S&P 500** gained 0.36% to 6,039.40, supported by tech resilience, though Amazon (-4% post-earnings) weighed on sentiment due to cloud capacity concerns. The **Nasdaq 100** rose 0.54%, extending a three-day winning streak, while the **Dow** fell 0.28% amid Honeywell’s (-5.5%) weak guidance .     - **Tech Sector**: NVIDIA (+8%) rebounded on AI optimism, but competition from China’s DeepSeek poses risks .   - **Europe**:     - **STOXX 600** (+1.3%) and **DAX** (+1.5%) hit record highs, driven by strong earnings (e.g., BASF +7%, Siemens Healthineers +6.1%) and easing bond yields. Defense stocks retreated on Ukraine peace rumors .   - **Asia**:     -

$Amazon.com(AMZN)$ In today’s article, I’ll let you know whether I did after Amazon’s Q4 earnings announcement. We’ll cover several key aspects, starting with how massive this business has become in terms of revenue. Among the so-called "Magnificent 7" or FAANG stocks, Amazon is generating unparalleled revenue numbers. One of the most exciting developments is how Amazon’s e-commerce segment is now nearly as profitable as AWS. There was a time when that seemed impossible, but CEO Andy Jassy has successfully transformed the retail business into a profit machine. We'll also dive into Amazon’s Q1 guidance. Plus, we'll take a closer look at capital expenditures, especially since major cloud providers’ spending habits are a hot topic. If you’re like me

Big-Tech’s PerformanceDeepSeek - Trump tariffs - tech company earnings reports, this is the main theme of trading in the U.S. stock market in the past few weeks.Market volatility has been significantly elevated so far this year, with macro-level concerns about the Fed's "rate cuts" and the strong dollar under the Trump tariffs.U.S. bond yields were unsurprisingly pulled back, even before the Fed's rate meeting, as the impact of DeepSeek unexpectedly triggered a safe-haven pullback early;Trump's tariffs are not new, in the 1.0 period, the market although mind, but more understand its significance more in the negotiation (Bargain), so also with easy to be digested;Rather, it's the earnings reports of big tech companies that have a greater guiding influence on the market.Technology companies,

The recent earnings reports from Alphabet and Amazon revealed disappointing cloud revenue growth, shaking investor confidence. As the cloud computing landscape faces increased competition and cautious enterprise spending, traders are left wondering how to navigate these giants' post-earnings performance. Here’s a strategic breakdown of trading opportunities and factors to monitor. Earnings Takeaways Alphabet: Google Cloud's revenue growth fell short of expectations, raising concerns about its ability to compete with rivals like Microsoft Azure and Amazon Web Services (AWS). Amazon: Despite being a cloud pioneer, AWS saw slower growth as businesses reevaluate their IT budgets amid macroeconomic uncertainty. Both companies cited enterprise spending pressures as key challenges, signaling pote

Alphabet's Q4 earnings fell short of expectations, with revenue coming in slightly below estimates. Despite the miss, the company's core search advertising business performed better than anticipated, offering some reassurance to investors. However, cloud revenue growth lagged behind projections, which remains a crucial concern as competition intensifies in the cloud computing space. Adding to investor worries, Alphabet announced plans to spend $75 billion on capital expenditures in 2025—significantly higher than expected—raising questions about the potential impact on profitability. On the other hand, Amazon exceeded Wall Street sales estimates for the final quarter of last year. However, there are weaknesses in its cloud computing segment and lower-than-expected revenue guidance. Upcoming

Charting new waters in a behemoth must be tricky. With the computing tech sector in flux over ai and quantum whats next to chip away at the old guard?⭐

Alphabet's underperformance stemmed from weaker-than-expected growth in Google Cloud, a division once hailed as a high-growth engine. This unexpected slowdown rattled investors who had bet on cloud services and AI as key growth drivers. Why Amazon May Have an Edge AWS (Amazon Web Services) Leadership: AWS continues to dominate the cloud market, holding a larger market share than Google Cloud. Its strong customer base and expansive service offerings give it a competitive edge. AI-Powered Innovations: Amazon has been rapidly integrating AI into its cloud platform through services like Bedrock and CodeWhisperer, catering to enterprises seeking generative AI solutions. E-Commerce and Logistics Synergy: Amazon’s cloud and AI solutions are deeply integrated into its retail and logistics operatio

Thanks for sharing @Shyon

No not innovative company anymore 

$Alphabet(GOOG)$ 's Google Cloud has long been the underdog in the cloud computing race, trailing behind AWS and Azure. While their overall cloud business has been a persistent challenge, one area where they consistently shine is data analytics. Google Cloud has cemented its position as a leader in the data lakehouse space, offering cutting-edge solutions like BigQuery that empower businesses to unlock the value hidden within their data. Now, Google is doubling down on its data and AI strengths, promising increased investment in these critical areas. This strategic focus could be the key to finally bringing their cloud business back on track. Why is this a smart move? - Data Lakehouse Dominance: Google Cloud's leadership in the data lake

On Mon, 27 Jan 2025, the US stock market experienced a significant crash, largely driven by the emergence of a new AI model from Chinese startup DeepSeek. The unfolding event had a profound impact on the Magnificent Seven stocks, that included Apple , $Microsoft(MSFT)$, Amazon, $Alphabet(GOOG)$ , $Meta Platforms, Inc.(META)$ , $NVIDIA(NVDA)$ and $Tesla Motors(TSLA)$. Below is a detailed look at how DeepSeek's AI model affected these stocks: Rise of DeepSeek DeepSeek, a relatively unknown Chinese AI startup, introduced an AI model that claimed to rival the capabilities of leading

$Alphabet(GOOG)$ Google's stock has dropped 8% following the release of its Q4 2024 earnings report. Despite strong growth numbers, the market continues to sell off shares in after-hours trading. In today’s video, I’ll break down the key takeaways from Google's earnings, explore why the stock is declining, and discuss whether it's a buying opportunity. Earning Overview As always, I reviewed Google's Q4 earnings report and highlighted the most important figures. Google's total revenue grew 12% year-over-year to a record $96.5 billion. Google Services revenue increased 10% to $84.1 billion, while Google Cloud saw impressive 30% growth, reaching $12 billion. The company also reported a 31% rise in operating income and a 28% increase in net income, wi

Big-Tech’s PerformanceDeepSeek - Trump tariffs - tech company earnings reports, this is the main theme of trading in the U.S. stock market in the past few weeks.Market volatility has been significantly elevated so far this year, with macro-level concerns about the Fed's "rate cuts" and the strong dollar under the Trump tariffs.U.S. bond yields were unsurprisingly pulled back, even before the Fed's rate meeting, as the impact of DeepSeek unexpectedly triggered a safe-haven pullback early;Trump's tariffs are not new, in the 1.0 period, the market although mind, but more understand its significance more in the negotiation (Bargain), so also with easy to be digested;Rather, it's the earnings reports of big tech companies that have a greater guiding influence on the market.Technology companies,

$Microsoft(MSFT)$ Big news for Microsoft stock investors! The company's management has shared some important updates on its business progress, and I'm here to break them down for you in this article. Let's dive in and explore what these developments could mean for Microsoft's stock performance. Earning Overview Microsoft's recent quarterly financial results caused its stock price to drop. In this articles, I’ll walk through the key figures, explain why the stock is falling, and share whether I still consider Microsoft stock a good buy after these results. Let’s get into it. Overall, Microsoft reported second-quarter revenue of $69.6 billion, a 12% increase year-over-year. The biggest growth came from its Intelligent Cloud business, which saw a 19%

Last Week's RecapThe US Market - A crazy volatile weekThe stock market saw massive losses Monday in AI hardware-related stocks amid fears that the AI model from China's DeepSeek will reduce the need for data centers, power and more. However, the $.SPX(.SPX)$ and $.IXIC(.IXIC)$ pared weekly losses, while the Dow Jones moved toward record highs.After tumbling 3.07% on Monday, the Nasdaq ended Friday with a weekly loss of 1.6%. The S&P 500 and blue-chip Dow finished the week 1% lower and 0.3% higher, respectively.The three major averages also posted monthly gains, with the $.SPX(.SPX)$ rising 2.7% and the Nasdaq advancing 1.6%. The Dow outperformed during the p

As of February 2, 2025, the artificial intelligence (AI) landscape is witnessing a significant transformation with the emergence of DeepSeek, a Chinese AI company that has rapidly ascended to prominence. This development has profound implications for global technology dynamics, investment strategies, and the future trajectory of AI innovation. 1. DeepSeek's Breakthrough in AI Development ✅ 1️⃣ Innovative Approach Efficient Development: DeepSeek has developed an advanced AI model comparable to leading platforms like ChatGPT, achieving this with a fraction of the typical development costs. This efficiency challenges the prevailing notion that substantial financial resources are requisite for significant AI advancements. nypost.com Open-Source Strategy: By adopting an open-source approach, De

The optimism investors exhibited during President Trump’s first week back in the White House tempered a bit on Fri, 24 jan 2025. By the time trading ended for the holiday-shortened trading week: (see above) (1) DJIA: -0.32% (-140.82 to 44,424.25). (2) S&P 500: -0.29% (-17.47 to 6,101.24). Notched 1st record close of 2025 on Thursday. The S&P 500 rallied from a 2-month low to a record high over just 8 sessions. Marking the 2nd-fastest reversal since 1928. (3) Nasdaq: -0.50% (-99.38 to 19,954.30). For the week, the 3 indexes performances have been “credible” : (see above) Dow : up +2.2% or 936.42 points. S&P 500 : up +1.7% or 104.58 points. Nasdaq : up +1.7% or 324.10 points. Similarly, Year-to-date, the 3 indexes performances have been “great” : Dow : up +4.4% or 1,880.03 points

After a sharp dip but quick recovery in the afternoon session, we saw the stock market closed positively. Starting Saturday, President Trump has announced a 25% tariff on Canada and Mexico, the reason for this tariff is for immigration, trade deficits, and fentanyl issues, according to Bloomberg. This move, which he attributes to issues of illegal immigration and fentanyl trafficking, follows his earlier executive orders on immigration. The market is closely monitoring the situation as the tariffs could impact trade relations and economic dynamics with these neighboring countries. DJIA increased by 0.38%, the NASDAQ also rose 025% while S&P 500 gained the most 0.53% and Russell 2000 also outperformed with a 1.1% jump. Strongest Growth In Personal Spending In Fourth Quarter We saw the i

$Amazon.com(AMZN)$ In today’s article, I’ll let you know whether I did after Amazon’s Q4 earnings announcement. We’ll cover several key aspects, starting with how massive this business has become in terms of revenue. Among the so-called "Magnificent 7" or FAANG stocks, Amazon is generating unparalleled revenue numbers. One of the most exciting developments is how Amazon’s e-commerce segment is now nearly as profitable as AWS. There was a time when that seemed impossible, but CEO Andy Jassy has successfully transformed the retail business into a profit machine. We'll also dive into Amazon’s Q1 guidance. Plus, we'll take a closer look at capital expenditures, especially since major cloud providers’ spending habits are a hot topic. If you’re like me

Alphabet ( $Alphabet(GOOG)$ ) is set to announce its fourth-quarter earnings on February 4, 2025. Analysts project earnings per share (EPS) of $2.13, reflecting a 30% year-over-year increase. Revenue is expected to rise 12% to $96.68 billion. The company has consistently exceeded analysts' earnings expectations for seven consecutive quarters. While the company's overall performance remains strong, several factors, including ongoing lawsuits and a dynamic regulatory landscape, add layers of complexity to the upcoming report. Analysts are keenly watching several key segments: Google Advertising: Expected to be a major driver with revenue estimates around $71.73 billion. Google Search & Other is forecasted to contribute approximately $53.29 billi

Major indexes closed lower Friday as stocks retreated late in the session after the White House said tariffs on Mexico, Canada and China will take effect Saturday. The DJIA fell by 0.75% though it saw a modest increase of 0.30% last week, while S&P 500 decline by 0.50% on Friday (31 Jan) making it fell 1.0% for last week, NASDAQ also decreased by 0.28% with a weekly drop of 1.6%. Russell 2000 experienced a 0.9% loss for the week. The major indexes managed to post gains for the month, despite a roller-coaster last week of trading fueled by corporate results, the Federal Reserve's latest decision on interest rates and the revelation that Chinese startup DeepSeek had launched a highly effective, low-cost AI model. The week began with a sharp decline due to attention on China's AI platform

The Big Tech earnings season kicks off this week! $ASML Holding NV(ASML)$ surged 7% pre-market after beating estimates, leading a rebound in the semiconductor sector.ASML Net sales: 9.26 billion euros versus 9.07 billion euros expected.How analysts expect Mag 7 to perform?According to FactSet, S&P 500 Q4 2024 overall earnings are expected to grow by 12.5%, with the “Magnificent 7” projected to grow 21.7% YoY, far exceeding the 9.7% growth of the remaining 493 companies.01Against this backdrop, Tesla, Meta, and Microsoft will report earnings tonight, followed by Apple tomorrow night. Can Big Tech continue to lead the market?🔹 $Meta Platforms, Inc.(META)$: Expected 25% YoY earnings growth, with AI ad to

In the wake of DeepSeek impact, the wind direction of the market capital investment in AI faster step from the hardware layer to the application layer. $ $Alphabet(GOOGL)$ was naturally the most direct beneficiary, once hitting new highs. $Alphabet(GOOG)$ However, after the announcement of Q4 earnings on February 4, Google fell more than 6%, the market's direct reaction is relatively contradictory.On the one hand, because of AI-enhanced cloud business revenue is expected to be very high, but the actual performance is inferior, on the other hand, advertising and other businesses are positively performing under the auspices of AI.Performance and market feedbackOvera

Zuckerberg likes to play "anti-logic".While investors are convinced that the advent of DeepSeek reduces costs across the industry, $Meta Platforms, Inc.(META)$ has chosen to be a maverick, further increasing its capital expenditures, much of which will be spent on AI infrastructure.However the market bought in!Summary.The Capex boost has already been previewed, not incremental information; and the Capex structure is different, focusing on inference measurement;Meta's Capex load is not just AI, but more importantly its recommendation system and advertising products that directly generate revenue;Only by investing is it more likely to come out on top.Q4 Results and Market FeedbackMETA was shaken within minutes of releasing Q4 earnings, then immediat

Last weekly recap>> The stock market may be hurt the most by Trump’s tariffs after January's rallyThe $.SPX(.SPX)$ and $NASDAQ 100(NDX)$ declined by 0.99% and 1.35% last week as DeepSeek rattled the stock market.Major market movers included $NVIDIA(NVDA)$ (-15.8%), $Microsoft(MSFT)$ (-6.5%), $Broadcom(AVGO)$ (-9.6%), $Oracle(ORCL)$ (-7.4%), $Apple(AAPL)$ (+5.3%), $Meta Platforms, I

💰Don't fight the Fed. Powell remains firm on delaying rate cuts, while major tech stocks show mixed performance.💹 $UOB Kay Hian(U10.SI)$/$SGX(S68.SI)$/$ocbc bank(O39.SI)$: Singapore's financial sector holds strong allocation value.📣Stay tuned and supercharge purchasing power with CashBoost!| Market recapFollowing a weak opening, $S&P 500(.SPX)$ closed up 0.03%, while $NASDAQ(.IXIC)$ fell 0.36%. $Meta Platforms, Inc.(META)$ marked a record with 17 consecutive days of gains. $NASDAQ Golden

Hello, Tigers!This week, global attention is focused not only on tech stock earnings but also on the ongoing trade war. Tariff increases are fueling inflation concerns, affecting global markets every second.As investors, the short-term market has become increasingly unpredictable, with policy shifts creating uncertainty. In such a volatile environment, how should we position and adjust our assets?Let’s dive into this week’s Weekly Wealth Trends analysis:1.How Do Tariffs Affect the Market?1.1 U.S. Tariffs on Mexico and CanadaOn February 1, the Trump administration officially announced a 25% tariff on imports from Canada and Mexico, including an additional 10% tariff on Canadian energy resources, set to take effect on February 4. The White House warned that if these countries retaliate, the

At a time of mixed long and short signals, why does the market place more on $Microsoft(MSFT)$ "short signals" after earnings?The following this reason can not be ignoredCloud revenues falling short of expectations is the original sin; previously expectations were given too high and actually not met, a failure of expectation management;Microsoft's Capex investments rely heavily on cloud revenues to be realized, and once revenues fall short of expectations, it may make investors doubt the efficiency of its Capex investmentsEarnings and Market FeedbackMSFT fell within minutes of releasing its 25Q2 earnings report, then the decline narrowed generally to just 1% at most, but then fell over 6% on the call.This kind of volatility is not common for Micro

Earnings Report Highlights: Meta Platforms ( $Meta Platforms, Inc.(META)$ ) has just announced its Q4 earnings, revealing revenue of $48.39 billion, up 21% year-over-year, and a net income of $20.84 billion, a significant 49% increase. Earnings per share (EPS) came in at $8.02, surpassing analysts' expectations of $6.77. Surprise: The user growth exceeded forecasts with daily active users reaching 3.35 billion compared to the expected 3.32 billion. Additionally, Meta's AI chatbot, Meta AI, saw its subscriber base grow to over 700 million monthly active users, a notable surprise given the rapid adoption. Forward Guidance: Meta anticipates Q1 2025 revenue between $39.5 billion and $41.8 billion, suggesting an 8%-15% year-over-year growth. No full-ye

The stock market is often a battleground of narratives, and few sectors are as dynamic as tech. Recently, Meta (formerly Facebook) has been on a tear, rallying for 17 consecutive days and capturing the attention of momentum traders. Meanwhile, Google’s parent company, Alphabet, has lagged, presenting what could be a compelling buying opportunity for value-oriented investors. While both stocks are relatively cheap compared to their historical valuations, Google’s lower forward P/E multiple and its diversified revenue streams make it a potentially smarter choice for long-term investors. Let’s dive into why Alphabet might be the better bet in this tech showdown. Meta’s Rally: A Closer Look $Meta Platforms, Inc.(META)$ Meta’s recent rally has been not