icycrystal
07-29
Replying to @nomadic_m:[Like] [Like] [Like]//@nomadic_m:*Mag 7 Earnings Playbook*
The Magnificent 7 - Tesla, Alphabet, $Amazon.com(AMZN)$ , $Apple(AAPL)$ , $Meta Platforms, Inc.(META)$ , $Microsoft(MSFT)$ , and $NVIDIA Corp(NVDA)$ - are set to dominate Q2 earnings growth for the S&P 500.

*Key Plays:*
1. *Microsoft (MSFT)*: Cloud business growth vs. Alphabet's 32% YoY surge. Can MSFT keep pace?
2. *Meta (META)*: Ad revenue growth - will it match Alphabet's 10.4% YoY pace?
3. *Amazon (AMZN)*: AWS performance under the microscope. Can they address capacity issues?
4. *Apple (AAPL)*: AI lag might impact earnings growth. Watch for innovation announcements.
5. *Nvidia (NVDA)*: AI chip dominance will keep investors on the edge of their seats.

*Trade Setup:*
- Microsoft and Meta's earnings on July 30th are crucial. Cloud and ad market insights will move the needle.

The Mag 7's earnings momentum is expected to drive the S&P 500's Q2 performance. Let's play it smart!

Profit Turnaround+High Growth! Hidden Gems of Earnings Season?
This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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