Shyon
10-22 16:29
I would pick $Tesla Motors(TSLA)$ for a potential rebound, but I would not rush to buy the dip. I still believe in its long-term potential in FSD, Robotaxi, Optimus and AI. However, weaker automotive and energy revenue show that its traditional businesses are still under pressure, so execution remains key.

$IBM(IBM)$ also looks interesting because software growth is improving and management expects stronger free cash flow. However, I would like to see whether this momentum can continue in the coming quarters rather than relying on one strong earnings report.

For me, a post-earnings selloff is not automatically a buying opportunity. I would watch price action, key support levels and the next earnings outlook before adding to my position. I remain bullish on Tesla long term, but patience and disciplined entries matter more than trying to catch the exact bottom.

@TigerStars @Tiger_comments @TigerClub @Tiger_Earnings

Meta's Ad Engine Is Working—Why Is Cash Flow Going Backward?
Meta fell 6.98% as investors weighed strong revenue against AI spending. Revenue rose 26% to $64.60B, beating estimates; Q4 guidance also edged above consensus. Ad impressions and pricing each grew 11%, but free cash flow was negative $6.22B against $34.91B in capex, with higher spending expected in 2027. Bulls cite ad strength; bears see investment outpacing cash generation. Google Search and Amazon cloud are benchmarks. What would show ad cash flow is catching up?
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Comments

  • kenjo
    10-22 23:26
    kenjo
    yes. go slow for a longer way
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