Big Tech: Good time to add/short?

Wall Street stocks on Thursday had their best day since early January, fuelled by a batch of strong earning reports from Big Tech groups. META reported an unexpected increase in sales; Amazon reported better-than-expected revenue on Thursday; Microsoft surpassed expectations of EPS, revenue and revenue guidance. ---------- [TOPIC] Do you think U.S. tech stocks can ever return to the top? Do you think it is a good time to short or add your positions? ---------- How do you view the earnings of Big Tech? Will you add big tech or short them?

User Discussion

avatar1moredrink
2023-07-25

Which to Pick: NVDA or AMD?

$NVIDIA Corp(NVDA)$ EPS for 2022Q2 was $0.58, $Advanced Micro Devices(AMD)$ was $1.05;The estimated 2023 Q2 EPS for Nvda is $2.05, for Amd is $0.57!Obviously the success of launching AI products is very important.Hope Amd has success in H2 this year!For those who bash AMD all the time, you should know that AMD has a more diversified source of revenue than NVDA, although NVDA has grown exponentially over the same time frame it also hits the wall hardee when things dont go their way and that's because the majority of their revenues come from two products while AMD has an array of different products at different price points. I own both stocks because I believe both have their own space to be successful but t
Which to Pick: NVDA or AMD?
avatarLiang0020
2023-07-14

Meta Platforms Soars With Analysts Bullish on AI-Driven Ad Growth

$Meta Platforms, Inc.(META)$ is staging a healthy comeback after being the worst performer in the S&P 500 in 2022.Analysts anticipate a 95% earnings growth this year and expect further growth in 2024.Wall Street consensus views Meta's stock as a "moderate buy," with several analysts raising their price targets.Meta Platforms Inc (NASDAQ:META) is one of those stocks in either feast or famine mode, with no in-between.Lately, investors have feasted, with Meta stock posting impressive returns in the following rolling time frames:One month: 6.27%Three months: 35.17%Year-to-date: 131.40%After being the worst performer in the $S&P 500(.SPX)$ in 2022, the stock has staged a healthy comeback. The Meta Plat
Meta Platforms Soars With Analysts Bullish on AI-Driven Ad Growth
avatarsunshineboy
2023-07-10

3 AI Stocks to Sell in July

The artificial intelligence boom has created many winners, but here are some stocks to sell.Upstart (UPST): The company is up almost 200% YTD but valuation should give investors pause.Riskified (RSKD): Sluggish revenue growth and a mixed e-commerce market outlook should make investors worried.Veritone (VERI): A highly competitive landscape and high customer concentration make this stock an absolute sell.AI stocks - 3 AI Stocks to Sell in JulyArtificial Intelligence (AI) has garnered incredible attention this year and successfully captured the imaginations of a swath of audiences. This has subsequently led to the rise of AI stocks with market-crushing returns. Now investors need to seriously contemplate what could be next in the AI revolution. Searching for exposure to this hot sector,
3 AI Stocks to Sell in July
avatarskythelimit
2023-06-30

3 Quantum Computing Stocks That AI Predicts Will Deliver Triple-Digit Returns in 2030

Quantum computing stocks are on the rise, and these companies are leading the way.IBM (IBM): IBM is making strides in quantum computing, developing a strategy to handle quantum noise, and its stock is predicted to rise.Microsoft (MSFT): Microsoft has reached a key milestone in quantum computing, creating a stable and scalable way to represent a logical qubit, and its stock has grown significantly this year.Alphabet (GOOGL): Googleโ€™s Quantum AI team has made a breakthrough in quantum computing by reducing errors, and despite a sell-off earlier this year, its stock is rated a buy.Exploring quantum computing stocks can prove to be a promising investment.Quantum Computing Stocks to Buy - 3 Quantum Computing Stocks That AI Predicts Will Deliver Triple-Digit Returns in 2030Quantum computing stoc
3 Quantum Computing Stocks That AI Predicts Will Deliver Triple-Digit Returns in 2030
avatarFluidsdoc
2023-05-30

U.S. Silica Holdings: Out Of The Doghouse (Rating Upgrade)

SummaryU.S. Silica Holdings, Inc. has fixed the core debt problem that was a drag on its shares the last few years.The company has de-risked the ups and downs of the oilfield with a solid and highly profitable industrial segment.I think U.S. Silica Holdings stock is a strong bet at current prices.Husband or boyfriend man sleeping in the doghouse because of domestic problemsIntroductionU.S. Silica Holdings, Inc. (NYSE:SLCA) has been dead money, in the $12's mostly, since November of last year. Interestingly, SLCA stock fell much less than many others in the shale fracking service cadre, dropping from around $15 to just 
U.S. Silica Holdings: Out Of The Doghouse (Rating Upgrade)
$Palantir Technologies Inc.(PLTR)$ Bearish ๐ŸฆŽ๐Ÿ“‰ The Investing Iguana's Take: Palantir's Stock Rally - A Word of Caution ๐Ÿ“‰๐ŸฆŽ Hey there, fellow investors! It's time for some real talk about Palantir's recent stock rally. While the surge in its stock price has undoubtedly caught the attention of many, I, as the Investing Iguana, want to offer a word of caution regarding the sustainability of this rally. Let's dive right into it! 1๏ธโƒฃ **Valuation Concerns:** Palantir's stock price has skyrocketed, raising concerns about its valuation. With a significant increase in a relatively short period, it's crucial to evaluate whether the current price accurately reflects the company's fundamentals and future growth potential. Extreme

Debt-limit talks, interest rate peaksin June, is the market overly optimistic?

On a macro level, there were two major events in the past week that gave investors further confidence. Firstly, the market believes that the Fed will pause its rate hikes in June and has received corresponding information from FOMC members. Powell's dovish stance is based on credit tightening caused by the banking crisis, which has to some extent already had a contractionary effect, thus supporting expectations of lower peak interest rates than previously anticipated. As a result, the market reacted strongly with US bond yields rising and USD exchange rates strengthening.However, pausing rate hikes in June does not mean they will stop altogether as other officials have expressed support for continuing them. Atlanta Fed President Bostic stated that inflation may be more sticky than what mar
Debt-limit talks, interest rate peaksin June, is the market overly optimistic?
avatarJacksNiffler
2023-05-19

What If Nasdaq in Gamma Squeeze?

$NASDAQ(.IXIC)$ index has been soaring two consecutive days, especially on May 18th, a surge of 1.5% make it reaching a new high since last August. From a graphical perspective, this breakthrough indicates an absolute victory for the longs.In comparison, although the $S&P 500(.SPX)$ index is also approaching its new high this year, it has not yet surpassed last August's level. Therefore, it is clear that Big-techs are key driven force.Big Techs have become the most "valuable" asset in the inflationary circle. Since they are also the main weights, such as $Microsoft(MSFT)$ $Apple(AAPL)$
What If Nasdaq in Gamma Squeeze?
avatarAseiResearch
2023-05-12

Microsoft Stock: Leading The Quantum Computing Arms Race

SummaryMicrosoft's unique approach with topological qubits could offer a competitive edge in the quantum computing race.The Azure Quantum platform and Q# development kit create a supportive ecosystem for quantum computing research and development.Microsoft's experimental strategy could lead to a faster, more stable quantum computing solution if successful.The quantum computing market is expected to grow significantly, with potential long-term revenue growth for Microsoft if they can penetrate the market.quantum computerQuantum computing is a disruptive technology that has the potential to revolutionize industries ranging from finance to healthcare. With the race to commercialize this technology heating up, investors are looking for companies that can position themselves as leaders in this
Microsoft Stock: Leading The Quantum Computing Arms Race
avatarLionel8383
2023-05-08

S&P 500 ytd performance while Fed Interest Rates remains restrictive

The S&P 500 this year is up 8.6%, despite the Federal Reserve increasing interest rates to 5.0% to 5.25% last week, its 10th interest rate hike in about a year. This would represent the highest since August 2007. S&P 500 Sector Performance Reviewing the year-to-date sector performance, technology is up 20.41% while communication services is up 18.22%. The third best sector is consumer cyclical (also known as consumer discretionary) which is up 11.25%. The worst performer of the year has been energy, down 5.41%, which is not a surprise given that in 2022 it was the best performing sector.  S&P 500 sector performance as of May 5th close Looking at the top 10 stocks of the S&P 500 by weight, mega cap stocks like Apple is up 38.78% in 2023, while Nvidia is up 100.35%! To
S&P 500 ytd performance while Fed Interest Rates remains restrictive
avatarpredator007
2023-05-05

Good to Buy AI

Interesting blog post now up on the C3 site on improving data science workflows at GP. GP chose to embark on a multi-year partnership with C3 among other things because C3โ€™s solution allows GP to utilize large amounts of data from disparate sources, and deploy advanced ML techniques to improve monitoring of all assets. โ€œOne thing that really sets C3 apart from other vendors in the artificial intelligence and data science ecosystem is the ability to bring together a lot of different data sources into one platform that we can then all work from,โ€ says GP data scientist Jun Hua.Today, leveraging the unparalleled scalability of C3 solutions, GP has rolled out C3 Reliability to monitor over 200 assets across facilities, and plans to expand its use of C3 Reliability to monitor additional critica
Good to Buy AI
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avatarAlice Arnault
2023-05-02

Corporate sharing:Li Kaifu Sharing on Aigc

Summary: Companies which are in the supply chain will benefited, the best opportunity is in the improvement of human productivity in creation 
Corporate sharing:Li Kaifu Sharing on Aigc
avatarArtee
2023-05-02
Will Arista surge back up soon?
avatarKaylansaba1300
2023-05-02
avatarSuccess88
2023-05-02
$Apple(AAPL)$ Share Apple. Yes stock price back to $169 $170 range. Will it push up further to $200? Solid performance and resilient better than $Tesla Motors(TSLA)$ hahaha Add Apple short Tesla Motots @TigerEvents @Daily_Discussion @Tiger_SG 
avatarkathan
2023-05-02

bro this is

Amazing how much u got to do 
bro this is
avatar700k
2023-05-01
$Quhuo(QH)$  โ€‹long waited but is worth it .. Congratulations to trader who had bought it on Nov 2022. Success is often glamorized as a sudden achievement, a stroke of luck, or a one-time occurrence. It's easy to overlook the small wins and progress you make along the way when you only focus on the end goal. Don't forget that every step you take, every hour you spend working towards your vision, and every failure you encounter is all part of the journey. They all contribute to your ultimate success. Overnight success is the result of one thousand nights of darkness; it is the countless hours spent grinding, hustling, and refining your skills; it is the persistence and determination to keep going, even when things get tough. ๐Ÿ”‘ So, keep going
avatarponyinvestor
2023-05-01
Not a good time to short! Hold
avatarLMSunshine
2023-05-01

๐Ÿ‚๐Ÿ‚๐Ÿ‚ About Apple๐ŸŽ Earnings & Share Price๐Ÿฅณ

$Apple(AAPL)$  ended at an 8-month peak of $169.68 on 28/4 (Fri), the highest level since 26/8/22๐Ÿ‚๐Ÿ‚๐Ÿ‚ At its current valuation, ๐ŸŽ has a market cap of $2.68 trillion, making it the most valuable company trading on the ๐Ÿ‡บ๐Ÿ‡ธ stock exchange. Shares are up 30.6% so far in 2023, almost quadrupling the 7.7% rise in the S&P 500 index, was outperforming the broader market by a wide margin over the same timeframe๐Ÿฅณ๐Ÿฅณ๐Ÿฅณ โญ๏ธ I expect ๐ŸŽ to follow ๐Ÿ‚-ish earnings reports MSFT, GOOGL, META, & AMZN last week $Alphabet(GOOGL)$ Bullish$Amazon.com(AMZN)$ Bullish$Meta Platforms
๐Ÿ‚๐Ÿ‚๐Ÿ‚ About Apple๐ŸŽ Earnings & Share Price๐Ÿฅณ