1PC
02-01
🐯Mag 7 Earnings Bingo Picks✅AI Capex Surge → MSFT ramped spending (+66% YoY CapEx) as Azure scales, but ROI timing worries investors.✅Beat But Sold Off → MSFT beat EPS $4.14 (+24% YoY) & revenue $81.3B (+17% YoY), yet shares fell ~5% AH.✅Capex Spending Plan → META guided 2026 CapEx at $115–135B. Despite heavy spend, clear ad monetization path drove shares +10% AH.🎯My Bingo: AI Capex Surge + Beat But Sold Off + Capex Spending Plan💡MSFT shows the cost of scaling AI, META shows the clearest ROI story for 2026. @JC888 @Barcode @Shyon @koolgal @Sherniceè»’ćŹŁ 2000 @Aqa @DiAngel
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Comments

  • koolgal
    02-01
    koolgal
    Excellent insights đŸ„°đŸ„°đŸ„°
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