Even after earnings, I would s

Even after earnings, I would still be bullish on $Alphabet(GOOG)$and $Microsoft(MSFT)$ as they are the 2 most tangible B2B assets that even we as the consumers are actively using and is prevalent in our daily lives.

Mag 7 Recap: AI Falls Short👀 Buy Apple, Sell Over-CapEx Names?

Google and Amazon delivered earnings showing strong growth but also sharply higher CapEx. Google managed to recover after an initial 7% drop, closing only about -0.6% lower, while Amazon plunged roughly 10%. Last week, Microsoft also reported a major surge in CapEx, and its stock has fallen about 15% over the past two weeks. In contrast, Apple has rallied about 10% over the same period. Meta, after a strong surge last week, has almost given back those gains this week. Tesla, meanwhile, dropped sharply yesterday and slipped back below $400.

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

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":530059290604408,"tweetId":"530059290604408","gmtCreate":1770430709098,"gmtModify":1770430713358,"author":{"id":3571466648992389,"idStr":"3571466648992389","authorId":3571466648992389,"authorIdStr":"3571466648992389","name":"Alubin","avatar":"https://static.tigerbbs.com/15537436be362bb027d49153fa8fbcdb","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":70,"starInvestorFlag":false},"themes":[{"themeId":"f1b9e4060852447c9171f242483b5702","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Mag 7 Recap: AI Falls Short👀 Buy Apple, Sell Over-CapEx Names?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f1b9e4060852447c9171f242483b5702}&rnconfig={\"headerBarHidden\": true}","description":"Google and Amazon delivered earnings showing strong growth but also sharply higher CapEx. Google managed to recover after an initial 7% drop, closing only about -0.6% lower, while Amazon plunged roughly 10%.\nLast week, Microsoft also reported a major surge in CapEx, and its stock has fallen about 15% over the past two weeks. In contrast, Apple has rallied about 10% over the same period. \nMeta, after a strong surge last week, has almost given back those gains this week. Tesla, meanwhile, dropped sharply yesterday and slipped back below $400.","image":"https://community-static.tradeup.com/news/59d7de3787d19f8662f01e4d76283cd7"}],"images":[],"coverImages":[],"html":"<html><head></head><body>Even after earnings, I would still be bullish on <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> as they are the 2 most tangible B2B assets that even we as the consumers are actively using and is prevalent in our daily lives.</body></html>","htmlText":"<html><head></head><body>Even after earnings, I would still be bullish on <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a>and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> as they are the 2 most tangible B2B assets that even we as the consumers are actively using and is prevalent in our daily lives.</body></html>","text":"Even after earnings, I would still be bullish on $Alphabet(GOOG)$and $Microsoft(MSFT)$ as they are the 2 most tangible B2B assets that even we as the consumers are actively using and is prevalent in our daily lives.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/530059290604408","repostId":0,"isVote":1,"tweetType":1,"viewCount":91,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["GOOG","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":180,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/530059290604408"}