Sap
2023-07-16
$Netflix(NFLX)$ $Meta Platforms, Inc.(META)$ $NVIDIA Corp(NVDA)$ these would be my sure shot earnings bet. while meta and Netflix have taken the investors feedback very seriously and addressed the issues. While measures like layoffs to lean the org for better management and restrictions on password sharing are some steps that aimed to address the concerns but these companies didnot stop there rather are aggressive in their product line to increase monetisation. Meta has been massively bullish with its new launches especially the success of threads is just enormous and first time received less to no criticism which is unique to meta. with the hyper clouds and meta focus on AI there is a dire a need for GPUs which no other than Nvidia could only to rescue that puts Nvidia in a top spot for at least one to two years.longs must be happy but even for traders these can give better return for their bets during earnings season.
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Comments

  • CharlesBaker
    2023-07-16
    CharlesBaker

    Who keeps buying NFLX? Has to be the worst content of streaming service out there

    • Sap
      Content wise yes true but no other provider is able to sustain in the industry which clearly netflix has dominated it.
  • ZOE011
    2023-07-16
    ZOE011

    英伟达在2023年的AI Boost上增长了两倍多——这是值得购买的吗?

    • Sap
      英伟达是7个月来的新高。毫无疑问,基本面非常强劲,业务也是如此。然而,我dont认为ots交易的基本面,但更多的是像一个复制特斯拉交易量的日内交易股票。还是买吗?是的,有严格的止损。
  • Hilliton324
    2023-07-16
    Hilliton324

    Pre earnings discount, did simular in April, 222 high to 208 on earnings. Up 100 since then. Love meta.

  • Sap
    2023-07-17
    Sap

    Great article 

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