Hello everyone! Today i want to share some trading skills with you!
1.
π¨ $Symbotic Inc.(SYM)$ Q3 Earnings Update π¨
β’ Sales $492M vs Est. $464M
β’ EPS ($0.02) vs Est. $0.00
Q4 Outlook
β’ Sales $465M vs Est. $516M
β’ Sales $30M vs Est. $40M
Stock is down 20% after-hours
2.
π¨ $PayPal(PYPL)$ Q2 Earnings Update π¨
β’ Sales $7.9B vs Est. $7.8B
β’ Total Payment Volume $416.9B vs Est. $417.3B
β’ EPS $1.19 vs. Est. $1.00
β’ Operating Income $1.5B vs. Est. $1.3B
Increased share buyback to $6B
The SOFI tech platform continues to disappoint -- showing only an incremental $1M QoQ increase to $95M. This needs to pick up for the company to shed the 'only a bank' narrative
3.
π¨ $Microsoft(MSFT)$ Q2 Earnings Update π¨
β’ Sales $64.7B vs Est. $64.4B
β’ EPS $2.95 vs Est. $2.93
4.
π¨ $Advanced Micro Devices(AMD)$ Q2 Earnings Update π¨
β’ Sales $5.8B vs Est. $5.7B
β’ EPS $0.69 vs Est. $0.68
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Comments
$Microsoft(MSFT)$ Azure just shared that ~1/3 of their 30% cloud growth is due to AI. Itβs not a matter of IF but WHEN this demand starts trickling down to the application layer -- software names will be where you want to be in the market.
Bullish for $Palantir Technologies Inc.(PLTR)$ $Snowflake(SNOW)$ , $MongoDB Inc.(MDB)$ , $Confluent, Inc.(CFLT)$ $Datadog(DDOG)$ ,
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