TSLA-C MSFT-B APPL-B META-C (T-To The Moon - Tiger Brokers Online Investing Community - To The Moon

TSLA-C
MSFT-B
APPL-B
META-C

(TSLA) – Q4 2025
Consensus: Revenue ~$24.75–$24.8B (down ~3–4% YoY); EPS ~$0.33–$0.45 (down 30–50% YoY).
Deliveries down ~16% YoY amid competition and demand weakness; Energy storage a bright spot. Watch: FSD/Robotaxi/Optimus updates and tough 2026 outlook.
(MSFT) – Fiscal Q2 2026
Consensus: Revenue ~$80.2–$80.3B (up ~15% YoY); EPS ~$3.88–$3.92 (up ~20% YoY).
Azure growth in mid-to-high 30s% (constant currency) from AI/Copilot demand. Key: Capex rise and ROI amid heavy AI investments.
(AAPL) – Fiscal Q1 2026 (Dec quarter)
Consensus: Revenue ~$138–$139B (up ~10–12% YoY); EPS ~$2.65–$2.67 (up ~10–11% YoY).
Strong iPhone holiday sales and Services drive rebound. Focus: China trends, AI/Siri progress, and forward catalysts.
META – Q4 2025
Consensus: Revenue ~$58.4–$58.45B (up ~20–21% YoY); EPS ~$8.15–$8.21 (up modestly YoY).
Ads strong via AI; heavy 2026 capex and Reality Labs losses under scrutiny. Watch: Ad efficiency and spending justification.

Meta Strong Rally +10%! Is It the Best AI Monetizer in Big Tech?

While markets whipsawed and precious metals sold off, Meta Platforms surged 10% in a single session, standing out as a rare risk-on winner. Fundamentally, Meta’s scale now speaks for itself: FY2025 revenue hit $200.97B (+22% YoY)—the first time crossing $200B—with Q4 revenue up 24% YoY. Despite aggressive AI spending, Meta generated $60.5B in net income and sustained a 41% operating margin. Is Meta currently the strongest AI monetization story versus peers like MSFT and GOOGL? How long can Meta sustain heavy AI capex while keeping margins above 40%?

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.

Comments

We need your insight to fill this gap

Leave a comment

1

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":526607645835512,"tweetId":"526607645835512","gmtCreate":1769601695003,"gmtModify":1769604761552,"author":{"id":3548734971517314,"idStr":"3548734971517314","authorId":3548734971517314,"authorIdStr":"3548734971517314","name":"Mkoh","avatar":"https://static.tigerbbs.com/c6226aeb6486c19c00455145eb533f98","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.02.03","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":213,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":124,"starInvestorOrderShareNum":34,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":436.41,"showRor":true,"investmentPhilosophy":"Value at reasonable price ","winRationPercentage":75.862069,"tradeVolumeEst":0},"themes":[{"themeId":"6199cfb1f70845b090a8febb1ef1669a","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Meta Strong Rally +10%! Is It the Best AI Monetizer in Big Tech?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":6199cfb1f70845b090a8febb1ef1669a}&rnconfig={\"headerBarHidden\": true}","description":"While markets whipsawed and precious metals sold off, Meta Platforms surged 10% in a single session, standing out as a rare risk-on winner. Fundamentally, Meta’s scale now speaks for itself: FY2025 revenue hit $200.97B (+22% YoY)—the first time crossing $200B—with Q4 revenue up 24% YoY. Despite aggressive AI spending, Meta generated $60.5B in net income and sustained a 41% operating margin.\n\nIs Meta currently the strongest AI monetization story versus peers like MSFT and GOOGL?\nHow long can Meta sustain heavy AI capex while keeping margins above 40%?","image":"https://community-static.tradeup.com/news/7ed94596ad95ee7dfd6b1d4c3e039f6a"}],"images":[],"coverImages":[],"html":"<html><head></head><body>TSLA-C\n<br>\n MSFT-B\n<br>\n APPL-B\n<br>\n META-C\n<p></p>\n<p>(TSLA) – Q4 2025 <br>\n  Consensus: Revenue ~$24.75–$24.8B (down ~3–4% YoY); EPS ~$0.33–$0.45 (down 30–50% YoY). <br>\n  Deliveries down ~16% YoY amid competition and demand weakness; Energy storage a bright spot. Watch: FSD/Robotaxi/Optimus updates and tough 2026 outlook.<br>\n  (MSFT) – Fiscal Q2 2026 <br>\n  Consensus: Revenue ~$80.2–$80.3B (up ~15% YoY); EPS ~$3.88–$3.92 (up ~20% YoY). <br>\n  Azure growth in mid-to-high 30s% (constant currency) from AI/Copilot demand. Key: Capex rise and ROI amid heavy AI investments.<br>\n  (AAPL) – Fiscal Q1 2026 (Dec quarter) <br>\n  Consensus: Revenue ~$138–$139B (up ~10–12% YoY); EPS ~$2.65–$2.67 (up ~10–11% YoY). <br>\n  Strong iPhone holiday sales and Services drive rebound. Focus: China trends, AI/Siri progress, and forward catalysts.<br>\n  META – Q4 2025 <br>\n  Consensus: Revenue ~$58.4–$58.45B (up ~20–21% YoY); EPS ~$8.15–$8.21 (up modestly YoY). <br>\n  Ads strong via AI; heavy 2026 capex and Reality Labs losses under scrutiny. Watch: Ad efficiency and spending justification. <br><br></p></body></html>","htmlText":"<html><head></head><body>TSLA-C\n<br>\n MSFT-B\n<br>\n APPL-B\n<br>\n META-C\n<p></p>\n<p>(TSLA) – Q4 2025 <br>\n  Consensus: Revenue ~$24.75–$24.8B (down ~3–4% YoY); EPS ~$0.33–$0.45 (down 30–50% YoY). <br>\n  Deliveries down ~16% YoY amid competition and demand weakness; Energy storage a bright spot. Watch: FSD/Robotaxi/Optimus updates and tough 2026 outlook.<br>\n  (MSFT) – Fiscal Q2 2026 <br>\n  Consensus: Revenue ~$80.2–$80.3B (up ~15% YoY); EPS ~$3.88–$3.92 (up ~20% YoY). <br>\n  Azure growth in mid-to-high 30s% (constant currency) from AI/Copilot demand. Key: Capex rise and ROI amid heavy AI investments.<br>\n  (AAPL) – Fiscal Q1 2026 (Dec quarter) <br>\n  Consensus: Revenue ~$138–$139B (up ~10–12% YoY); EPS ~$2.65–$2.67 (up ~10–11% YoY). <br>\n  Strong iPhone holiday sales and Services drive rebound. Focus: China trends, AI/Siri progress, and forward catalysts.<br>\n  META – Q4 2025 <br>\n  Consensus: Revenue ~$58.4–$58.45B (up ~20–21% YoY); EPS ~$8.15–$8.21 (up modestly YoY). <br>\n  Ads strong via AI; heavy 2026 capex and Reality Labs losses under scrutiny. Watch: Ad efficiency and spending justification. <br><br></p></body></html>","text":"TSLA-C MSFT-B APPL-B META-C (TSLA) – Q4 2025 Consensus: Revenue ~$24.75–$24.8B (down ~3–4% YoY); EPS ~$0.33–$0.45 (down 30–50% YoY). Deliveries down ~16% YoY amid competition and demand weakness; Energy storage a bright spot. Watch: FSD/Robotaxi/Optimus updates and tough 2026 outlook. (MSFT) – Fiscal Q2 2026 Consensus: Revenue ~$80.2–$80.3B (up ~15% YoY); EPS ~$3.88–$3.92 (up ~20% YoY). Azure growth in mid-to-high 30s% (constant currency) from AI/Copilot demand. Key: Capex rise and ROI amid heavy AI investments. (AAPL) – Fiscal Q1 2026 (Dec quarter) Consensus: Revenue ~$138–$139B (up ~10–12% YoY); EPS ~$2.65–$2.67 (up ~10–11% YoY). Strong iPhone holiday sales and Services drive rebound. Focus: China trends, AI/Siri progress, and forward catalysts. META – Q4 2025 Consensus: Revenue ~$58.4–$58.45B (up ~20–21% YoY); EPS ~$8.15–$8.21 (up modestly YoY). Ads strong via AI; heavy 2026 capex and Reality Labs losses under scrutiny. Watch: Ad efficiency and spending justification.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/526607645835512","repostId":0,"isVote":1,"tweetType":1,"viewCount":397,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA","AAPL","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":843,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/526607645835512"}