🌟🌟🌟With Google and Tesla recently getting punished for their big capex, the hurdle for
$Microsoft(MSFT)$ and
$Meta Platforms, Inc.(META)$ is historically rather steep.
Investors are fixated on Capex and AI monetisation.
Microsoft has high risk of disappointing the markets. Even if Microsoft beats on sales, the huge USD 190 Capex has institutional investors deeply on edge.
Meta has a better chance of a rally post earnings. Its AI driven content recommendations and automated ad targeting are keeping user engagement high and lowering customer acquisition costs for advertisers.
Nonetheless both Microsoft and Meta Platforms are great stocks to buy and hold long term. A disappointing quarter does not make or break the stock when you look at the long term horizon.
@Tiger_comments @TigerStars @Tiger_SG
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