Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?

08-01

Mag 7 Earnings Diverge! Who’s Nailing the AI Pivot?

Big Tech's earnings season is nearly complete — with only $NVIDIA(NVDA)$ left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.Let’s see the winners first!1. $Meta Platforms, Inc.(META)$ jumped 11.25% after the company reported second-quarter earnings on Wednesday.Q2 sales increased 22% year over year, which was the same growth rate as a year ago. Q3 sales will come in a range between $47.5 billion and $50.5 billion, ahead of Wall Street estimates of $46.14 billion.CEO said Meta’s AI technology unlocked “greater efficiency and gains across our ad system.”Earnings per share: $7.14 vs. $5.92 expectedRevenue: $47.52 billion vs. $44.80 billion expec

Mag 7 Earnings Diverge! Who’s Nailing the AI Pivot?

Barcode

08-01

$Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ 🎯💰🔥 Big Tech’s $400B AI Arms Race Meets August’s Volatility Crossroads 🔥💰🎯 I’m extremely confident we’ve just crossed into a new era. Capital expenditures aren’t a cost; they’re a competitive weapon. The latest WSJ data confirms it: Amazon, Microsoft, Google, and Meta are on pace to collectively spend over $400 billion annually on infrastructure. This is a seismic shift that redefines leadership in the AI-first economy. The visual escalation in quarterly capex is undeniable. After years of steady growth, the post-2023 acceleration has turned parabolic. The 2025 forecast towers above all prior years

MaverickWealthBuilder

08-05

What Makes RDDT The Surge? From AI Content Platform To AI Data Infrastructure!

$Reddit(RDDT)$ This quarter's earnings report validates the effectiveness of the dual-engine "advertising + AI data" model.Short-term stock price already reflects Q2 beat, but Q3 guidance and AI realization potential could drive further valuation upside.True repricing will depend on:Speed of data license commercialization (path from 35M to 1B+);International user monetization breakthrough (now ARPU is only 1/10 of the US).If these two points continue to realize, the current PS 16x (2025E) in the context of high-speed growth is still attractive, the valuation ceiling is expected to be on par with the AI SaaS leader.Core performance and market feedbackKey metrics exceeded expectations across the boardRevenue: 499.6M, +78,424.7M YoY, fastest growth r

What Makes RDDT The Surge? From AI Content Platform To AI Data Infrastructure!

Barcode

08-05

$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $S&P 500(.SPX)$ 📊🔥💥 S&P 500’s Earnings Machine Is Alive: Microsoft and Amazon Power the Surprise Cycle 💥🔥📊 💡 84% of companies are beating earnings. Tech’s the engine. Microsoft’s the supercharger. Amazon’s the torque. Here’s why this quarter matters more than the next. 🧠 S&P’s Q2 earnings season isn’t just good, it’s structurally strong With 329 companies reporting, that’s 66% of the S&P 500, and the beat rate is stunning. ➡️ 84% are beating EPS estimates, with a median surprise of 7.2% ➡️ 80% are beating on sales, with a 2.6% median surprise ➡️ Blended YoY EPS growth: +10.4% ➡️ Blended YoY sales growth: +5.8%

MaverickWealthBuilder

08-01

Big-Tech Weekly: Why AWS behind Azure/GCP? How Big-Tech Capex Boost NVDA?

Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr

Big-Tech Weekly: Why AWS behind Azure/GCP? How Big-Tech Capex Boost NVDA?

Barcode

08-01

$Amazon.com(AMZN)$ $Apple(AAPL)$ 🧠📊🚀 8 Straight EPS Beats: Will Apple & Amazon’s Streak Ignite a Market Surge? 🚀📊🧠 🎯 Executive Summary: I’m extremely confident that the latest earnings from $AMZN and $AAPL, driven by their 8th consecutive EPS beats, signal a robust continuation of their growth trajectories amid a tech sector resurgence. Apple’s stock has surged 5% post-earnings, while Amazon’s shares climbed 7% on a 12% volume spike, reflecting strong market validation. This quarter’s performance aligns with a broader structural trend of tech giants outpacing macro headwinds, bolstered by insider buying from Apple’s CEO Tim Cook and institutional inflows into $SMH and $ARKF ETFs. The catalyst? Earning

xc__

08-01

Mag 7 Earnings Wrap-up: Is the AI Boom Still Fueling the Market?

The Magnificent Seven (Mag 7) earnings season is nearing its close, with only Nvidia yet to step up to the plate. This quarter delivered a rollercoaster of results: four of these tech titans rallied after their reports, while Tesla and Amazon hit speed bumps. Apple surprised with a beat-and-raise performance, powered by early iPhone purchases amid tariff threats, while Amazon’s stock slid 7% as AWS growth paled against rivals. As the dust settles, investors are left pondering—does Big Tech still hold its magic? Who stole the show? And is the AI boom still the golden ticket in today’s market? Let’s dive into the earnings wrap-up, unpack the surprises, and see if AI remains the unstoppable force driving stocks higher. Earnings Scorecard: Hits and Misses The Mag 7—Apple, Microsoft, Alphabet

Mag 7 Earnings Wrap-up: Is the AI Boom Still Fueling the Market?

Tiger_Contra

08-01

💰 NEW ALPHA|Eyeing Potential Gains: VRT/AMSC/ALNT

💰 As July closes, U.S. stocks have seen a high-level correction, yet the momentum in CapEx remains strong.💹 $Vertiv Holdings LLC(VRT)$/$American Superconductor(AMSC)$/$Allient Inc.(ALNT)$: Poised to fully benefit from this wave of CapEx prosperity.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉

💰 NEW ALPHA|Eyeing Potential Gains: VRT/AMSC/ALNT

Barcode

08-05

$Amazon.com(AMZN)$ 🎯📉📦 Is Amazon Breaking the Trend or Building the Spring? 📦📉🎯 I’m fully convinced this $AMZN setup is the most misunderstood trade in the MAG7 right now; while every other name is flashing green, Amazon’s red candle is baiting the impatient. Beneath that dip is a precision unwind, coiled, not crumbling. Today, Amazon is down over $3 or 1.4%, while $QQQ, $NVDA, $TSLA, $AAPL, $GOOGL, $META, and $MSFT all post gains. But look closer: $META racked up +$19.86M in call premium, $GOOGL +$8.36M, $MSFT +$5.65M, and $AAPL +$2.71M. Amazon? It’s the outlier, with $6.06M in calls sold and $4.10M in puts bought; a net bearish lean that flips the drift negative. That’s not collapse. That’s short-term sentiment shakeout, not long-term thesis bre

xc__

07-28

Apple vs. Amazon: Will Their 8-Quarter EPS Streak Continue in Q3 2025?

$Apple(AAPL)$ Apple and Amazon $Amazon.com(AMZN)$ , two titans of the tech industry, are gearing up to release their Q3 2025 earnings on July 31, 2025. Both companies have maintained an impressive streak of beating earnings per share (EPS) estimates for eight consecutive quarters, with Apple surpassing revenue expectations in seven of those and Amazon matching that feat. As investors eagerly await the upcoming reports, the question looms: can they extend their winning streaks, and which company is poised to shine brighter this quarter? More importantly, whose long-term growth story holds the most promise? This analysis dives into the latest expectations, key growth drivers, and potential challenges for bo

Apple vs. Amazon: Will Their 8-Quarter EPS Streak Continue in Q3 2025?

MaverickWealthBuilder

08-04

Techs-Review: Is Techs On A Top?

Over the past few weeks, the market has oscillated between "soft landing" and "policy inflection point".Has the tech sector, one of the biggest winners so far this year, reached the end of its valuation expansion?Especially after the outrageous non-farm payrolls data on August 1 (July current period, and May-June revisions) brought a hint of "recession" expectations to the market, have tech stocks peaked?Interest rates and growth expectations double suppression, TMT volatility riseGoldman Sachs pointed out that the current technology sector is still significantly constrained by interest rate volatility.In particular, in the context of the Federal Reserve officials on the path of interest rate cuts during the year there is disagreement, 10-year U.S. bond yields rise slightly enough to trigg

Techs-Review: Is Techs On A Top?

Mrzorro

07-28

Apple Earnings Preview: Can Services Growth Offset iPhone and Tariff Concerns? $Apple(AAPL)$ , the global consumer electronics leader, is scheduled to report its Fiscal Year 2025 Third Quarter (FY25 Q3) financial results after the market closes this Thursday. Core Financial Indicators ~Revenue: The market consensus for revenue is $88.96 billion, representing a 3.7% year-over-year (YoY) increase. This aligns with Apple's guidance from the last quarter for low-to-mid single-digit revenue growth. ~Gross Margin: Apple's guidance from the previous quarter projected a gross margin between 45.5% and 46.5%, which includes a $900 million impact from tariff-related costs. ~EPS: The consensus estimate for Earnings P

Shyon

08-01

As I reflect on the Mag 7 Earnings Wrap-up titled "Is AI Boom Still Driving the Market?", I find myself intrigued by the performance of Big Tech this season. With earnings nearly complete and only Nvidia $NVIDIA Corp(NVDA)$ left to report, the mixed results among the Magnificent 7 paint an interesting picture. Four companies rallied after their reports, which is encouraging, while Tesla $Tesla Motors(TSLA)$ and Amazon $Amazon.com(AMZN)$ stumbled, showing some vulnerability in the sector. I was particularly surprised by Apple's

Mickey082024

07-29

Beating the Odds: Can Apple and Amazon Extend Their EPS Legacy?

$Apple(AAPL)$ $Amazon.com(AMZN)$ Introduction: A Streak That Defines Dominance As the July 2025 earnings season hits full stride, two of the most iconic names in the S&P 500—Apple and Amazon—are once again center stage. Both companies are coming off an impressive run, having beaten consensus EPS estimates for eight consecutive quarters. Their streaks, a rarity even among blue-chip giants, have not only buoyed investor confidence but also reinforced the notion that these tech juggernauts have evolved into durable cash machines, even amid economic uncertainty and shifting consumption patterns. Now, with Apple set to report after the bell on Thursday and Amazon following closely behind, the stakes are hi

Beating the Odds: Can Apple and Amazon Extend Their EPS Legacy?

Barcode

07-28

$iShares China Large-Cap ETF(FXI)$ $Apple(AAPL)$ $SPDR S&P 500 ETF Trust(SPY)$ 🚨💥 Global Markets Just Got a Shockwave: I’m Positioning for Asymmetric Alpha 💥🚨 I’m convinced we’ve just entered one of the most pivotal weeks of the quarter, possibly the year, and I’m not sitting on the sidelines. This isn’t just about earnings. It’s about the convergence of economic inflection points, global trade pivots, and escalating capital flow rotations into semis, AI, and China-exposed equities. The setup across $SPY, $FXI, and the major mega caps reporting this week is unprecedented. 📊 This week’s catalyst overload is no coincidence; it’s by design. Between now and Friday,

Barcode

08-09

$Alphabet(GOOGL)$ $Reddit(RDDT)$ $Meta Platforms, Inc.(META)$ 🚀📈🤖 AI Ad Surge Winners Are Building Multi-Quarter Momentum While Ad Spend Laggards Slip Into a Credibility Reset 🤖📈🚀 This quarter’s tech earnings made the split clear: companies embedding AI deep into their ad engines are extending their lead, while those missing the execution window are facing aggressive repricing. I’m positioning with the structural winners and steering clear of the names still trying to find their footing. 🏆 AI Ad Boom Winners $META, $GOOGL, and $RDDT have moved beyond testing AI features; they’re using it to scale targeting precision, boost engagement, and extract more revenue pe

WeChats

07-29

⚡️8 Straight EPS Beats: Can Apple 🍎 & Amazon 🛒 Keep the Streak Alive? Two tech giants. Eight consecutive quarters of EPS outperformance. And now — two very different stories heading into earnings. 📈 $AAPL$ and $AMZN$ have both crushed Wall Street expectations quarter after quarter. But with rising rates, AI competition, and shifting consumer behavior, the question is clear: 👉 Can the streak continue — or are cracks starting to form beneath the surface? Let’s break down what’s priced in, what’s at risk, and who’s better positioned post-earnings. 🍎 Apple: Services Boom or Hardware Plateau? $AAPL$ heads into Q3 earnings with strong tailwinds from Services, but growing questions about iPhone growth and China exposure. 📊 Consensus estimates: EPS: $1.43 Revenue: $88.96B ✅ 7 out of the last 8

Barcode

08-03

$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ 🤖🧠📉 AI isn’t replacing humans, it’s replacing inefficiency 📈⚡️🕒 I’m fully convinced that anyone still treating AI like a novelty rather than a necessity is sleepwalking into irrelevance. Let’s cut to the data. One of the visuals compares time-to-complete tasks with and without generative AI; the difference is astonishing. Writing drops from 80 minutes to 25. Programming collapses from 129 to 33. Even complex problem-solving, time management, and judgment-based roles see massive compression. AI isn’t just a tool, it’s a time-bending force multiplier. But raw speed is only one part of

JC888

07-01

AAPL chose GSAT is Elon Musk's Starlink loss.

A Good Mystery Novel. The relationship between $Apple(AAPL)$ and Starlink is a complex saga of : Strategic rivalry. Missed partnerships. Ever evolving satellite connectivity strategies. The whole story is objectively summarized. Enjoy ! The Timeline Satellite Ambitions (2015–2022): Apple launched Project Eagle, an initiative to build its own satellite network, in partnership with $Boeing(BA)$. Aim - to provide high-speed wireless internet directly to Apple devices, bypassing telecom providers. The project faced significant regulatory hurdles and risked alienating key telecom partners like AT&T and Verizon. Ultimately, Apple shelved the project and opted for a more cautious approach. Musk’s August Propos

AAPL chose GSAT is Elon Musk's Starlink loss.

Shyon

07-28

I find the current earnings season quite telling, with the kickoff being far from optimistic. The fact that even earnings beats only lead to modest gains, while misses are punished heavily, suggests a cautious market sentiment. This trend is evident in the examples provided. I note with interest the case of Google $Alphabet(GOOGL)$ , where despite beating expectations, the stock opened higher but ended the day up just 0.88 percent. The subsequent 8 percent drop after earnings, leading to a total decline of 14 percent over three trading days, is a stark reminder of market volatility. Similarly, TSMC's $Taiwan Semiconductor Manufacturing(TSM)$

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💪<a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","listText":"Replying to <a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Ethereum runs the playground [Miser]//<a href=\"https://ttm.financial/U/3574752437126777\">@1PC</a>:Yes 🙌, Tech will still Rule for a while 😃&nbsp; 💪<a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","text":"Replying to @1PC:Ethereum runs the playground [Miser]//@1PC:Yes 🙌, Tech will still Rule for a while 😃 💪 @JC888 @Barcode @koolgal @Shyon @Shernice軒嬣 2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/468615671722136","isVote":1,"tweetType":1,"viewCount":1694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":468614146297864,"gmtCreate":1755432826578,"gmtModify":1755432830636,"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"themes":[],"htmlText":"Yes 🙌, Tech will still Rule for a while 😃&nbsp; 💪<a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","listText":"Yes 🙌, Tech will still Rule for a while 😃&nbsp; 💪<a href=\"https://ttm.financial/U/3570103090255456\"> @JC888 </a><a href=\"https://ttm.financial/U/4171900329979952\"> @Barcode </a><a href=\"https://ttm.financial/U/3559581955535845\"> @koolgal </a><a href=\"https://ttm.financial/U/3581734406950755\"> @Shyon </a><a href=\"https://ttm.financial/U/3560184106659134\"> @Shernice軒嬣 2000 </a>","text":"Yes 🙌, Tech will still Rule for a while 😃 💪 @JC888 @Barcode @koolgal @Shyon @Shernice軒嬣 2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/468614146297864","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465580198711664,"gmtCreate":1754676266693,"gmtModify":1754676287595,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 🚀📈🤖 AI Ad Surge Winners Are Building Multi-Quarter Momentum While Ad Spend Laggards Slip Into a Credibility Reset 🤖📈🚀 This quarter’s tech earnings made the split clear: companies embedding AI deep into their ad engines are extending their lead, while those missing the execution window are facing aggressive repricing. I’m positioning with the structural winners and steering clear of the names still trying to find their footing. 🏆 AI Ad Boom Winners $META, $GOOGL, and $RDDT have moved beyond testing AI features; they’re using it to scale targeting precision, boost engagement, and extract more revenue pe","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 🚀📈🤖 AI Ad Surge Winners Are Building Multi-Quarter Momentum While Ad Spend Laggards Slip Into a Credibility Reset 🤖📈🚀 This quarter’s tech earnings made the split clear: companies embedding AI deep into their ad engines are extending their lead, while those missing the execution window are facing aggressive repricing. I’m positioning with the structural winners and steering clear of the names still trying to find their footing. 🏆 AI Ad Boom Winners $META, $GOOGL, and $RDDT have moved beyond testing AI features; they’re using it to scale targeting precision, boost engagement, and extract more revenue pe","text":"$Alphabet(GOOGL)$ $Reddit(RDDT)$ $Meta Platforms, Inc.(META)$ 🚀📈🤖 AI Ad Surge Winners Are Building Multi-Quarter Momentum While Ad Spend Laggards Slip Into a Credibility Reset 🤖📈🚀 This quarter’s tech earnings made the split clear: companies embedding AI deep into their ad engines are extending their lead, while those missing the execution window are facing aggressive repricing. I’m positioning with the structural winners and steering clear of the names still trying to find their footing. 🏆 AI Ad Boom Winners $META, $GOOGL, and $RDDT have moved beyond testing AI features; they’re using it to scale targeting precision, boost engagement, and extract more revenue pe","images":[{"img":"https://community-static.tradeup.com/news/7b3ac1d66f42eb85d31f1c20c8fe6133","width":"1617","height":"1476"},{"img":"https://community-static.tradeup.com/news/6b3a5581439faa2d0f663e37eae33e49","width":"1472","height":"933"},{"img":"https://community-static.tradeup.com/news/5d81b53e74378b7b495cde7533e48aab","width":"1920","height":"1790"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":7,"link":"https://ttm.financial/post/465580198711664","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":465181014974536,"gmtCreate":1754581891849,"gmtModify":1754628320228,"author":{"id":"4159970598736412","authorId":"4159970598736412","name":"Spiders","avatar":"https://community-static.tradeup.com/news/a08fe88b7b62506e5bc7ffed483a03a9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4159970598736412","authorIdStr":"4159970598736412"},"themes":[],"title":"Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?","htmlText":"Big Tech earnings season is just about wrapped up, with only Nvidia left on deck and the scoreboard among the Magnificent 7 is looking... mixed. So far, three of the seven managed to rally post-earnings. The other three — Tesla, Amazon, and Apple — stumbled. Not a total disaster, but it wasn’t a complete flop either. The AI narrative is still very much alive. Apple (AAPL) Amazon.com (AMZN) Tesla Motors (TSLA) As for me? I didn’t even bother watching most of the earnings this round, especially the AI-linked names. Not because I’m out of touch, but because I already know I'm not going to buy them. Whether the earnings were good, bad, or somewhere in between, I wasn’t planning to jump in. These stocks have run so far, so fast over the last few years that even a “bad” quarter doesn’t necessari","listText":"Big Tech earnings season is just about wrapped up, with only Nvidia left on deck and the scoreboard among the Magnificent 7 is looking... mixed. So far, three of the seven managed to rally post-earnings. The other three — Tesla, Amazon, and Apple — stumbled. Not a total disaster, but it wasn’t a complete flop either. The AI narrative is still very much alive. Apple (AAPL) Amazon.com (AMZN) Tesla Motors (TSLA) As for me? I didn’t even bother watching most of the earnings this round, especially the AI-linked names. Not because I’m out of touch, but because I already know I'm not going to buy them. Whether the earnings were good, bad, or somewhere in between, I wasn’t planning to jump in. These stocks have run so far, so fast over the last few years that even a “bad” quarter doesn’t necessari","text":"Big Tech earnings season is just about wrapped up, with only Nvidia left on deck and the scoreboard among the Magnificent 7 is looking... mixed. So far, three of the seven managed to rally post-earnings. The other three — Tesla, Amazon, and Apple — stumbled. Not a total disaster, but it wasn’t a complete flop either. The AI narrative is still very much alive. Apple (AAPL) Amazon.com (AMZN) Tesla Motors (TSLA) As for me? I didn’t even bother watching most of the earnings this round, especially the AI-linked names. Not because I’m out of touch, but because I already know I'm not going to buy them. Whether the earnings were good, bad, or somewhere in between, I wasn’t planning to jump in. These stocks have run so far, so fast over the last few years that even a “bad” quarter doesn’t necessari","images":[{"img":"https://community-static.tradeup.com/news/fe274c3f7cd176c6289e16408aed3b30","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/5637fb5d6cf27a9f9283f8e12f19eb24","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/ef26b4671680592c87003d8e69c83c3b","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":14,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/465181014974536","isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011020","authorId":"10000000000011020","name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011020","authorIdStr":"10000000000011020"},"content":"Magnificent 7 mixed? Good, tired of overpriced AI plays anyway.","text":"Magnificent 7 mixed? Good, tired of overpriced AI plays anyway.","html":"Magnificent 7 mixed? Good, tired of overpriced AI plays anyway."},{"author":{"id":"10000000000011021","authorId":"10000000000011021","name":"Norton Rebecca","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011021","authorIdStr":"10000000000011021"},"content":"Nvidia won’t change it—underrated gems are where the real gains are.","text":"Nvidia won’t change it—underrated gems are where the real gains are.","html":"Nvidia won’t change it—underrated gems are where the real gains are."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":464968132276264,"gmtCreate":1754529600119,"gmtModify":1754531258155,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"This Big Tech earnings season was intense, and Meta stood out. Its 11% jump showed strong AI-driven ad growth and solid guidance. On the flip side, Amazon disappointed — despite a beat, concerns over AWS growth and rising capex dragged the stock down. It shows investor expectations for cloud and AI are sky-high. Tesla also missed on auto sales, though its Robotaxi tease helped soften the blow. The AI theme is still dominant. Meta, Microsoft, and Alphabet showed strong momentum, while Apple hinted at bigger AI plans. With Nvidia powering much of this, its earnings will be key — especially since Big Tech makes up over half its revenue. The chip pullback looks like a healthy pause. But with AI spending still rising, I remain bullish — especially on Nvidia leading the sector. Long-term demand","listText":"This Big Tech earnings season was intense, and Meta stood out. Its 11% jump showed strong AI-driven ad growth and solid guidance. On the flip side, Amazon disappointed — despite a beat, concerns over AWS growth and rising capex dragged the stock down. It shows investor expectations for cloud and AI are sky-high. Tesla also missed on auto sales, though its Robotaxi tease helped soften the blow. The AI theme is still dominant. Meta, Microsoft, and Alphabet showed strong momentum, while Apple hinted at bigger AI plans. With Nvidia powering much of this, its earnings will be key — especially since Big Tech makes up over half its revenue. The chip pullback looks like a healthy pause. But with AI spending still rising, I remain bullish — especially on Nvidia leading the sector. Long-term demand","text":"This Big Tech earnings season was intense, and Meta stood out. Its 11% jump showed strong AI-driven ad growth and solid guidance. On the flip side, Amazon disappointed — despite a beat, concerns over AWS growth and rising capex dragged the stock down. It shows investor expectations for cloud and AI are sky-high. Tesla also missed on auto sales, though its Robotaxi tease helped soften the blow. The AI theme is still dominant. Meta, Microsoft, and Alphabet showed strong momentum, while Apple hinted at bigger AI plans. With Nvidia powering much of this, its earnings will be key — especially since Big Tech makes up over half its revenue. The chip pullback looks like a healthy pause. But with AI spending still rising, I remain bullish — especially on Nvidia leading the sector. Long-term demand","images":[{"img":"https://community-static.tradeup.com/news/ed25bc313d754539c6dbbd2cd4a37326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":15,"link":"https://ttm.financial/post/464968132276264","isVote":1,"tweetType":1,"viewCount":999,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464262796492808,"gmtCreate":1754364364415,"gmtModify":1754364528121,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"What Makes RDDT The Surge? From AI Content Platform To AI Data Infrastructure!","htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> This quarter's earnings report validates the effectiveness of the dual-engine \"advertising + AI data\" model.Short-term stock price already reflects Q2 beat, but Q3 guidance and AI realization potential could drive further valuation upside.True repricing will depend on:Speed of data license commercialization (path from 35M to 1B+);International user monetization breakthrough (now ARPU is only 1/10 of the US).If these two points continue to realize, the current PS 16x (2025E) in the context of high-speed growth is still attractive, the valuation ceiling is expected to be on par with the AI SaaS leader.Core performance and market feedbackKey metrics exceeded expectations across the boardRevenue: 499.6M, +78,424.7M YoY, fastest growth r","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> This quarter's earnings report validates the effectiveness of the dual-engine \"advertising + AI data\" model.Short-term stock price already reflects Q2 beat, but Q3 guidance and AI realization potential could drive further valuation upside.True repricing will depend on:Speed of data license commercialization (path from 35M to 1B+);International user monetization breakthrough (now ARPU is only 1/10 of the US).If these two points continue to realize, the current PS 16x (2025E) in the context of high-speed growth is still attractive, the valuation ceiling is expected to be on par with the AI SaaS leader.Core performance and market feedbackKey metrics exceeded expectations across the boardRevenue: 499.6M, +78,424.7M YoY, fastest growth r","text":"$Reddit(RDDT)$ This quarter's earnings report validates the effectiveness of the dual-engine \"advertising + AI data\" model.Short-term stock price already reflects Q2 beat, but Q3 guidance and AI realization potential could drive further valuation upside.True repricing will depend on:Speed of data license commercialization (path from 35M to 1B+);International user monetization breakthrough (now ARPU is only 1/10 of the US).If these two points continue to realize, the current PS 16x (2025E) in the context of high-speed growth is still attractive, the valuation ceiling is expected to be on par with the AI SaaS leader.Core performance and market feedbackKey metrics exceeded expectations across the boardRevenue: 499.6M, +78,424.7M YoY, fastest growth r","images":[{"img":"https://static.tigerbbs.com/8510880478761632827ed6f9bb567af1"},{"img":"https://static.tigerbbs.com/04b6785ab188810ac652f317e29cb05f"},{"img":"https://static.tigerbbs.com/321cc4cb7a484070d0f1303f85ddde71"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":30,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/464262796492808","isVote":1,"tweetType":1,"viewCount":6038,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010994","authorIdStr":"10000000000010994"},"content":"It touched 230 in February of this year. Think we can get there again?","text":"It touched 230 in February of this year. Think we can get there again?","html":"It touched 230 in February of this year. Think we can get there again?"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"content":"Has had a tremendous run, would wait for a pullback.","text":"Has had a tremendous run, would wait for a pullback.","html":"Has had a tremendous run, would wait for a pullback."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":464097891029552,"gmtCreate":1754329942031,"gmtModify":1754385002363,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> 📊🔥💥 S&amp;P 500’s Earnings Machine Is Alive: Microsoft and Amazon Power the Surprise Cycle 💥🔥📊 💡 84% of companies are beating earnings. Tech’s the engine. Microsoft’s the supercharger. Amazon’s the torque. Here’s why this quarter matters more than the next. 🧠 S&amp;P’s Q2 earnings season isn’t just good, it’s structurally strong With 329 companies reporting, that’s 66% of the S&amp;P 500, and the beat rate is stunning. ➡️ 84% are beating EPS estimates, with a median surprise of 7.2% ➡️ 80% are beating on sales, with a 2.6% median surprise ➡️ Blended YoY EPS growth: +10.4% ➡️ Blended YoY sales growth: +5.8%","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> 📊🔥💥 S&amp;P 500’s Earnings Machine Is Alive: Microsoft and Amazon Power the Surprise Cycle 💥🔥📊 💡 84% of companies are beating earnings. Tech’s the engine. Microsoft’s the supercharger. Amazon’s the torque. Here’s why this quarter matters more than the next. 🧠 S&amp;P’s Q2 earnings season isn’t just good, it’s structurally strong With 329 companies reporting, that’s 66% of the S&amp;P 500, and the beat rate is stunning. ➡️ 84% are beating EPS estimates, with a median surprise of 7.2% ➡️ 80% are beating on sales, with a 2.6% median surprise ➡️ Blended YoY EPS growth: +10.4% ➡️ Blended YoY sales growth: +5.8%","text":"$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $S&P 500(.SPX)$ 📊🔥💥 S&P 500’s Earnings Machine Is Alive: Microsoft and Amazon Power the Surprise Cycle 💥🔥📊 💡 84% of companies are beating earnings. Tech’s the engine. Microsoft’s the supercharger. Amazon’s the torque. Here’s why this quarter matters more than the next. 🧠 S&P’s Q2 earnings season isn’t just good, it’s structurally strong With 329 companies reporting, that’s 66% of the S&P 500, and the beat rate is stunning. ➡️ 84% are beating EPS estimates, with a median surprise of 7.2% ➡️ 80% are beating on sales, with a 2.6% median surprise ➡️ Blended YoY EPS growth: +10.4% ➡️ Blended YoY sales growth: +5.8%","images":[{"img":"https://community-static.tradeup.com/news/92f0c4391050a7cabd8748eb758e4582","width":"587","height":"773"},{"img":"https://community-static.tradeup.com/news/b02ab8abd050ec8fb23397a0f98221d9","width":"1920","height":"1920"},{"img":"https://community-static.tradeup.com/news/6993ad28e709aa8bf88307ceea75bf4b","width":"2752","height":"1741"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":64,"commentSize":19,"repostSize":21,"link":"https://ttm.financial/post/464097891029552","isVote":1,"tweetType":1,"viewCount":2805,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"idStr":"4186117467483482","authorIdStr":"4186117467483482"},"content":"The Microsoft breakout above its 2024 high really underscores the institutional confirmation you mentioned. I hadn’t realized Azure growth was still tracking that strong at 34%. That MACD trend continuation on the weekly gives me even more conviction in the broader tech strength thesis.","text":"The Microsoft breakout above its 2024 high really underscores the institutional confirmation you mentioned. I hadn’t realized Azure growth was still tracking that strong at 34%. That MACD trend continuation on the weekly gives me even more conviction in the broader tech strength thesis.","html":"The Microsoft breakout above its 2024 high really underscores the institutional confirmation you mentioned. I hadn’t realized Azure growth was still tracking that strong at 34%. That MACD trend continuation on the weekly gives me even more conviction in the broader tech strength thesis."},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"idStr":"4172287591330932","authorIdStr":"4172287591330932"},"content":"What stood out most to me was how cleanly you tied the S&P’s price action to earnings durability. It’s easy to throw charts on a post, but your explanation of the EMAs and volume structure really separated this. MSFT and AMZN definitely feel like the gravity wells for this quarter.","text":"What stood out most to me was how cleanly you tied the S&P’s price action to earnings durability. It’s easy to throw charts on a post, but your explanation of the EMAs and volume structure really separated this. MSFT and AMZN definitely feel like the gravity wells for this quarter.","html":"What stood out most to me was how cleanly you tied the S&P’s price action to earnings durability. It’s easy to throw charts on a post, but your explanation of the EMAs and volume structure really separated this. MSFT and AMZN definitely feel like the gravity wells for this quarter."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":464082422596240,"gmtCreate":1754326696146,"gmtModify":1754326709863,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 🎯📉📦 Is Amazon Breaking the Trend or Building the Spring? 📦📉🎯 I’m fully convinced this $AMZN setup is the most misunderstood trade in the MAG7 right now; while every other name is flashing green, Amazon’s red candle is baiting the impatient. Beneath that dip is a precision unwind, coiled, not crumbling. Today, Amazon is down over $3 or 1.4%, while $QQQ, $NVDA, $TSLA, $AAPL, $GOOGL, $META, and $MSFT all post gains. But look closer: $META racked up +$19.86M in call premium, $GOOGL +$8.36M, $MSFT +$5.65M, and $AAPL +$2.71M. Amazon? It’s the outlier, with $6.06M in calls sold and $4.10M in puts bought; a net bearish lean that flips the drift negative. That’s not collapse. That’s short-term sentiment shakeout, not long-term thesis bre","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 🎯📉📦 Is Amazon Breaking the Trend or Building the Spring? 📦📉🎯 I’m fully convinced this $AMZN setup is the most misunderstood trade in the MAG7 right now; while every other name is flashing green, Amazon’s red candle is baiting the impatient. Beneath that dip is a precision unwind, coiled, not crumbling. Today, Amazon is down over $3 or 1.4%, while $QQQ, $NVDA, $TSLA, $AAPL, $GOOGL, $META, and $MSFT all post gains. But look closer: $META racked up +$19.86M in call premium, $GOOGL +$8.36M, $MSFT +$5.65M, and $AAPL +$2.71M. Amazon? It’s the outlier, with $6.06M in calls sold and $4.10M in puts bought; a net bearish lean that flips the drift negative. That’s not collapse. That’s short-term sentiment shakeout, not long-term thesis bre","text":"$Amazon.com(AMZN)$ 🎯📉📦 Is Amazon Breaking the Trend or Building the Spring? 📦📉🎯 I’m fully convinced this $AMZN setup is the most misunderstood trade in the MAG7 right now; while every other name is flashing green, Amazon’s red candle is baiting the impatient. Beneath that dip is a precision unwind, coiled, not crumbling. Today, Amazon is down over $3 or 1.4%, while $QQQ, $NVDA, $TSLA, $AAPL, $GOOGL, $META, and $MSFT all post gains. But look closer: $META racked up +$19.86M in call premium, $GOOGL +$8.36M, $MSFT +$5.65M, and $AAPL +$2.71M. Amazon? It’s the outlier, with $6.06M in calls sold and $4.10M in puts bought; a net bearish lean that flips the drift negative. That’s not collapse. That’s short-term sentiment shakeout, not long-term thesis bre","images":[{"img":"https://community-static.tradeup.com/news/c65018733ec05b665d8f097e20b4964a","width":"1473","height":"864"},{"img":"https://community-static.tradeup.com/news/704ea32ebffb2cd9b544fa1156240b59","width":"1473","height":"1044"},{"img":"https://community-static.tradeup.com/news/0d6206ae10ead0f143bba8aeec9bf6a9","width":"1472","height":"554"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":7,"repostSize":8,"link":"https://ttm.financial/post/464082422596240","isVote":1,"tweetType":1,"viewCount":2014,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"idStr":"4186117467483482","authorIdStr":"4186117467483482"},"content":"📘📉I’m watching this kind of drift vs premium divergence really closely. You don’t often see a clean $6M unwind like that without a larger accumulation plan behind it. Especially with that $GOOGL comp, which honestly shows how underpriced $AMZN’s upside still is. Really sharp read on the 4H compression too. Classic volatility reset behavior.","text":"📘📉I’m watching this kind of drift vs premium divergence really closely. You don’t often see a clean $6M unwind like that without a larger accumulation plan behind it. Especially with that $GOOGL comp, which honestly shows how underpriced $AMZN’s upside still is. Really sharp read on the 4H compression too. Classic volatility reset behavior.","html":"📘📉I’m watching this kind of drift vs premium divergence really closely. You don’t often see a clean $6M unwind like that without a larger accumulation plan behind it. Especially with that $GOOGL comp, which honestly shows how underpriced $AMZN’s upside still is. Really sharp read on the 4H compression too. Classic volatility reset behavior."},{"author":{"id":"4196852324520332","authorId":"4196852324520332","name":"如果还是如果","avatar":"https://community-static.tradeup.com/news/1315e6bfb7ffd7edb6291c869721b9a1","crmLevel":1,"crmLevelSwitch":0,"idStr":"4196852324520332","authorIdStr":"4196852324520332"},"content":"To be honest, I have been following you for a few days. Regarding your post, I still don't know whether a stock is rising or falling?","text":"To be honest, I have been following you for a few days. Regarding your post, I still don't know whether a stock is rising or falling?","html":"To be honest, I have been following you for a few days. Regarding your post, I still don't know whether a stock is rising or falling?"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":463973316050952,"gmtCreate":1754293690480,"gmtModify":1754306290088,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"🎁Capturing Top 10 Ex_dividend: CALM, AMP, ETN, OMF, BX...","htmlText":"1. Which High Ex-dividend Stock (on 4 August ~ 8 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like <a href=\"https://ttm.financial/S/CALM\">$Cal-Maine(CALM)$</a> $ and <a href=\"https://ttm.financial/S/AMP\">$Ameriprise(AMP)$</a> showing below are about to give decent dividends into \"your pocket\".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just","listText":"1. Which High Ex-dividend Stock (on 4 August ~ 8 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like <a href=\"https://ttm.financial/S/CALM\">$Cal-Maine(CALM)$</a> $ and <a href=\"https://ttm.financial/S/AMP\">$Ameriprise(AMP)$</a> showing below are about to give decent dividends into \"your pocket\".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just","text":"1. Which High Ex-dividend Stock (on 4 August ~ 8 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $Cal-Maine(CALM)$ $ and $Ameriprise(AMP)$ showing below are about to give decent dividends into \"your pocket\".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just","images":[{"img":"https://community-static.tradeup.com/news/cc787aa931fc104485aa1f110c4fb08b"},{"img":"https://community-static.tradeup.com/news/134b28699a55bfc062824297d84dd0eb"},{"img":"https://community-static.tradeup.com/news/d6ea3e877f872281a57f3ae6bddcd6fa"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":186,"commentSize":8,"repostSize":15,"link":"https://ttm.financial/post/463973316050952","isVote":1,"tweetType":1,"viewCount":3648,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"content":"$Cal-Maine(CALM)$ 🤑📈🚀 Top Ex-Dividend Stocks to Seize This Week: Can CALM Lead the Charge? 🚀📈🤑 🎯 Executive Summary: I’m extremely confident that Cal-Maine Foods (CALM) stands out as the premier ex-dividend stock to target from August 4–8, 2025. With a robust $2.35 dividend payout looming and an ex-dividend date of August 4, this move aligns with a broader resurgence in consumer staples amid inflationary pressures. The stock’s current price of $111.14 reflects a 2.13% year-to-date (YTD) gain, bolstered by insider buying trends and institutional accumulation, signaling strong conviction. This isn’t merely a dividend play; it’s a strategic entry into a sector poised for stability as macro volatility persists. 💰 Financial Performance Breakdown: Cal-Maine’s financials underscore its appeal. The company reported Q3 2025 revenue of $1.03 billion, up 8.9% year-over-year (YoY), driven by a 12% increase in egg sales volume. Adjusted EPS hit $1.92, surpassing consensus estimates of $1.85 by 3.8%, while net income rose 15.2% YoY to $445 million. Free cash flow (FCF) strengthened to $320 million, a 10% QoQ improvement, with EBITDA margins expanding to 22.3% from 20.1% last year. Segment growth in specialty eggs contributed 18% to revenue, highlighting diversification success. 🛠️ Strategic Headwinds & Execution Risk: Despite its strength, Cal-Maine faces risks. Rising feed costs, up 9% YoY due to avian flu disruptions, could compress margins if unmitigated. Regulatory scrutiny over poultry welfare standards poses a compliance challenge; however, management reaffirmed 2025 guidance of $4.50–$4.80 EPS. Overexpansion into new markets risks capex overruns, yet the company’s execution track record, delivering 95% of projects on time, mitigates this concern. Strategic agility will be key. 🧠 Analyst & Institutional Sentiment: Analyst sentiment leans bullish. Goldman Sachs raised its price target to $125 (implied upside 12.5%) with a Buy rating, while Barclays initiated coverage at $118 (6.2% upside) with an Overweight call. The average target sits at $121.50, with a high of $130 and low of $110, reflecting warming sentiment. ETF inclusion in $XLP (Consumer Staples Select Sector SPDR) boosts visibility, and call/put flow shows a 2:1 call bias. Institutional buying increased 5% QoQ, with 12% insider ownership reinforcing confidence. 📉📈 Technical Setup: CALM’s chart paints a bullish picture. Support holds at $105 (50DMA), with resistance at $115 (21EMA) recently breached, signaling a breakout. RSI climbs to 68, indicating momentum without overbought conditions (70+). MACD shows a bullish crossover, with the line above the signal at 0.45. A cup-and-handle pattern emerges, targeting $125 (base) and $135 (stretch). Bollinger bands widen, confirming volatility, with the price hugging the upper band, which is often a precursor to sustained upside. 🌍 Macro & Peer Context: In a macro environment of 4.5% Fed rates and geopolitical supply chain tensions, consumer staples like CALM outperform. Peers such as $HRL (Hormel Foods) and $TSN (Tyson Foods) lag, with HRL down 3.2% YTD and TSN flat, while CALM’s 2.13% gain outpaces the sector’s 1.8% average. ETF rotations favor $XLP, with $500 million inflows last month, reflecting defensive positioning amid uncertainty. 📊 Valuation & Capital Health: CALM trades at a forward P/E of 18.2x, below the sector’s 20.5x, and a PEG of 1.1, suggesting fair valuation. EV/EBITDA stands at 12.3x versus a peer average of 14x, while price-to-FCF yields 8.2%, attractive for dividend seekers. Cash reserves hit $600 million, with debt at $150 million (CET1 ratio 15%), ensuring robust capital health. Projections estimate EPS growth to $5.00 by Q4 2025. ⚖️ Verdict & Trade Plan: Buy CALM. Enter at $112–$114, with a stop-loss at $105. Target $125 (base) and $135 (stretch), confirmed by a volume spike above 1.2 million shares or a retest of $115 resistance. Upcoming catalysts include the August 19 payment date and Q4 earnings on September 15, where guidance updates could fuel momentum. 🏁 Conclusion: This isn’t just a dividend grab. It’s a calculated stake in a company outpacing its peers and navigating macro storms with precision. The market may hesitate, but I see a structural winner emerging. 📌 Key Takeaways: • Dividend: $2.35, ex-date August 4, payment August 19. • EPS: $1.92, beat consensus $1.85 by 3.8%. • Analyst PT: Goldman Sachs $125, Buy; Barclays $118, Overweight. • YTD: +2.13%, outpacing $HRL (-3.2%) and $TSN (0%). • Technical: Breakout above $115, RSI 68, MACD bullish crossover. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings","text":"$Cal-Maine(CALM)$ 🤑📈🚀 Top Ex-Dividend Stocks to Seize This Week: Can CALM Lead the Charge? 🚀📈🤑 🎯 Executive Summary: I’m extremely confident that Cal-Maine Foods (CALM) stands out as the premier ex-dividend stock to target from August 4–8, 2025. With a robust $2.35 dividend payout looming and an ex-dividend date of August 4, this move aligns with a broader resurgence in consumer staples amid inflationary pressures. The stock’s current price of $111.14 reflects a 2.13% year-to-date (YTD) gain, bolstered by insider buying trends and institutional accumulation, signaling strong conviction. This isn’t merely a dividend play; it’s a strategic entry into a sector poised for stability as macro volatility persists. 💰 Financial Performance Breakdown: Cal-Maine’s financials underscore its appeal. The company reported Q3 2025 revenue of $1.03 billion, up 8.9% year-over-year (YoY), driven by a 12% increase in egg sales volume. Adjusted EPS hit $1.92, surpassing consensus estimates of $1.85 by 3.8%, while net income rose 15.2% YoY to $445 million. Free cash flow (FCF) strengthened to $320 million, a 10% QoQ improvement, with EBITDA margins expanding to 22.3% from 20.1% last year. Segment growth in specialty eggs contributed 18% to revenue, highlighting diversification success. 🛠️ Strategic Headwinds & Execution Risk: Despite its strength, Cal-Maine faces risks. Rising feed costs, up 9% YoY due to avian flu disruptions, could compress margins if unmitigated. Regulatory scrutiny over poultry welfare standards poses a compliance challenge; however, management reaffirmed 2025 guidance of $4.50–$4.80 EPS. Overexpansion into new markets risks capex overruns, yet the company’s execution track record, delivering 95% of projects on time, mitigates this concern. Strategic agility will be key. 🧠 Analyst & Institutional Sentiment: Analyst sentiment leans bullish. Goldman Sachs raised its price target to $125 (implied upside 12.5%) with a Buy rating, while Barclays initiated coverage at $118 (6.2% upside) with an Overweight call. The average target sits at $121.50, with a high of $130 and low of $110, reflecting warming sentiment. ETF inclusion in $XLP (Consumer Staples Select Sector SPDR) boosts visibility, and call/put flow shows a 2:1 call bias. Institutional buying increased 5% QoQ, with 12% insider ownership reinforcing confidence. 📉📈 Technical Setup: CALM’s chart paints a bullish picture. Support holds at $105 (50DMA), with resistance at $115 (21EMA) recently breached, signaling a breakout. RSI climbs to 68, indicating momentum without overbought conditions (70+). MACD shows a bullish crossover, with the line above the signal at 0.45. A cup-and-handle pattern emerges, targeting $125 (base) and $135 (stretch). Bollinger bands widen, confirming volatility, with the price hugging the upper band, which is often a precursor to sustained upside. 🌍 Macro & Peer Context: In a macro environment of 4.5% Fed rates and geopolitical supply chain tensions, consumer staples like CALM outperform. Peers such as $HRL (Hormel Foods) and $TSN (Tyson Foods) lag, with HRL down 3.2% YTD and TSN flat, while CALM’s 2.13% gain outpaces the sector’s 1.8% average. ETF rotations favor $XLP, with $500 million inflows last month, reflecting defensive positioning amid uncertainty. 📊 Valuation & Capital Health: CALM trades at a forward P/E of 18.2x, below the sector’s 20.5x, and a PEG of 1.1, suggesting fair valuation. EV/EBITDA stands at 12.3x versus a peer average of 14x, while price-to-FCF yields 8.2%, attractive for dividend seekers. Cash reserves hit $600 million, with debt at $150 million (CET1 ratio 15%), ensuring robust capital health. Projections estimate EPS growth to $5.00 by Q4 2025. ⚖️ Verdict & Trade Plan: Buy CALM. Enter at $112–$114, with a stop-loss at $105. Target $125 (base) and $135 (stretch), confirmed by a volume spike above 1.2 million shares or a retest of $115 resistance. Upcoming catalysts include the August 19 payment date and Q4 earnings on September 15, where guidance updates could fuel momentum. 🏁 Conclusion: This isn’t just a dividend grab. It’s a calculated stake in a company outpacing its peers and navigating macro storms with precision. The market may hesitate, but I see a structural winner emerging. 📌 Key Takeaways: • Dividend: $2.35, ex-date August 4, payment August 19. • EPS: $1.92, beat consensus $1.85 by 3.8%. • Analyst PT: Goldman Sachs $125, Buy; Barclays $118, Overweight. • YTD: +2.13%, outpacing $HRL (-3.2%) and $TSN (0%). • Technical: Breakout above $115, RSI 68, MACD bullish crossover. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings","html":"$Cal-Maine(CALM)$ 🤑📈🚀 Top Ex-Dividend Stocks to Seize This Week: Can CALM Lead the Charge? 🚀📈🤑 🎯 Executive Summary: I’m extremely confident that Cal-Maine Foods (CALM) stands out as the premier ex-dividend stock to target from August 4–8, 2025. With a robust $2.35 dividend payout looming and an ex-dividend date of August 4, this move aligns with a broader resurgence in consumer staples amid inflationary pressures. The stock’s current price of $111.14 reflects a 2.13% year-to-date (YTD) gain, bolstered by insider buying trends and institutional accumulation, signaling strong conviction. This isn’t merely a dividend play; it’s a strategic entry into a sector poised for stability as macro volatility persists. 💰 Financial Performance Breakdown: Cal-Maine’s financials underscore its appeal. The company reported Q3 2025 revenue of $1.03 billion, up 8.9% year-over-year (YoY), driven by a 12% increase in egg sales volume. Adjusted EPS hit $1.92, surpassing consensus estimates of $1.85 by 3.8%, while net income rose 15.2% YoY to $445 million. Free cash flow (FCF) strengthened to $320 million, a 10% QoQ improvement, with EBITDA margins expanding to 22.3% from 20.1% last year. Segment growth in specialty eggs contributed 18% to revenue, highlighting diversification success. 🛠️ Strategic Headwinds & Execution Risk: Despite its strength, Cal-Maine faces risks. Rising feed costs, up 9% YoY due to avian flu disruptions, could compress margins if unmitigated. Regulatory scrutiny over poultry welfare standards poses a compliance challenge; however, management reaffirmed 2025 guidance of $4.50–$4.80 EPS. Overexpansion into new markets risks capex overruns, yet the company’s execution track record, delivering 95% of projects on time, mitigates this concern. Strategic agility will be key. 🧠 Analyst & Institutional Sentiment: Analyst sentiment leans bullish. Goldman Sachs raised its price target to $125 (implied upside 12.5%) with a Buy rating, while Barclays initiated coverage at $118 (6.2% upside) with an Overweight call. The average target sits at $121.50, with a high of $130 and low of $110, reflecting warming sentiment. ETF inclusion in $XLP (Consumer Staples Select Sector SPDR) boosts visibility, and call/put flow shows a 2:1 call bias. Institutional buying increased 5% QoQ, with 12% insider ownership reinforcing confidence. 📉📈 Technical Setup: CALM’s chart paints a bullish picture. Support holds at $105 (50DMA), with resistance at $115 (21EMA) recently breached, signaling a breakout. RSI climbs to 68, indicating momentum without overbought conditions (70+). MACD shows a bullish crossover, with the line above the signal at 0.45. A cup-and-handle pattern emerges, targeting $125 (base) and $135 (stretch). Bollinger bands widen, confirming volatility, with the price hugging the upper band, which is often a precursor to sustained upside. 🌍 Macro & Peer Context: In a macro environment of 4.5% Fed rates and geopolitical supply chain tensions, consumer staples like CALM outperform. Peers such as $HRL (Hormel Foods) and $TSN (Tyson Foods) lag, with HRL down 3.2% YTD and TSN flat, while CALM’s 2.13% gain outpaces the sector’s 1.8% average. ETF rotations favor $XLP, with $500 million inflows last month, reflecting defensive positioning amid uncertainty. 📊 Valuation & Capital Health: CALM trades at a forward P/E of 18.2x, below the sector’s 20.5x, and a PEG of 1.1, suggesting fair valuation. EV/EBITDA stands at 12.3x versus a peer average of 14x, while price-to-FCF yields 8.2%, attractive for dividend seekers. Cash reserves hit $600 million, with debt at $150 million (CET1 ratio 15%), ensuring robust capital health. Projections estimate EPS growth to $5.00 by Q4 2025. ⚖️ Verdict & Trade Plan: Buy CALM. Enter at $112–$114, with a stop-loss at $105. Target $125 (base) and $135 (stretch), confirmed by a volume spike above 1.2 million shares or a retest of $115 resistance. Upcoming catalysts include the August 19 payment date and Q4 earnings on September 15, where guidance updates could fuel momentum. 🏁 Conclusion: This isn’t just a dividend grab. It’s a calculated stake in a company outpacing its peers and navigating macro storms with precision. The market may hesitate, but I see a structural winner emerging. 📌 Key Takeaways: • Dividend: $2.35, ex-date August 4, payment August 19. • EPS: $1.92, beat consensus $1.85 by 3.8%. • Analyst PT: Goldman Sachs $125, Buy; Barclays $118, Overweight. • YTD: +2.13%, outpacing $HRL (-3.2%) and $TSN (0%). • Technical: Breakout above $115, RSI 68, MACD bullish crossover. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings"},{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"content":"$Cal-Maine(CALM)$ 🤑📈🚀 Top Ex-Dividend Stocks to Seize This Week: Can CALM Lead the Charge? 🚀📈🤑 🎯 Executive Summary: I’m extremely confident that Cal-Maine Foods (CALM) stands out as the premier ex-dividend stock to target from August 4–8, 2025. With a robust $2.35 dividend payout looming and an ex-dividend date of August 4, this move aligns with a broader resurgence in consumer staples amid inflationary pressures. The stock’s current price of $111.14 reflects a 2.13% year-to-date (YTD) gain, bolstered by insider buying trends and institutional accumulation, signaling strong conviction. This isn’t merely a dividend play; it’s a strategic entry into a sector poised for stability as macro volatility persists. 💰 Financial Performance Breakdown: Cal-Maine’s financials underscore its appeal. The company reported Q3 2025 revenue of $1.03 billion, up 8.9% year-over-year (YoY), driven by a 12% increase in egg sales volume. Adjusted EPS hit $1.92, surpassing consensus estimates of $1.85 by 3.8%, while net income rose 15.2% YoY to $445 million. Free cash flow (FCF) strengthened to $320 million, a 10% QoQ improvement, with EBITDA margins expanding to 22.3% from 20.1% last year. Segment growth in specialty eggs contributed 18% to revenue, highlighting diversification success. 🛠️ Strategic Headwinds & Execution Risk: Despite its strength, Cal-Maine faces risks. Rising feed costs, up 9% YoY due to avian flu disruptions, could compress margins if unmitigated. Regulatory scrutiny over poultry welfare standards poses a compliance challenge; however, management reaffirmed 2025 guidance of $4.50–$4.80 EPS. Overexpansion into new markets risks capex overruns, yet the company’s execution track record, delivering 95% of projects on time, mitigates this concern. Strategic agility will be key. 🧠 Analyst & Institutional Sentiment: Analyst sentiment leans bullish. Goldman Sachs raised its price target to $125 (implied upside 12.5%) with a Buy rating, while Barclays initiated coverage at $118 (6.2% upside) with an Overweight call. The average target sits at $121.50, with a high of $130 and low of $110, reflecting warming sentiment. ETF inclusion in $XLP (Consumer Staples Select Sector SPDR) boosts visibility, and call/put flow shows a 2:1 call bias. Institutional buying increased 5% QoQ, with 12% insider ownership reinforcing confidence. 📉📈 Technical Setup: CALM’s chart paints a bullish picture. Support holds at $105 (50DMA), with resistance at $115 (21EMA) recently breached, signaling a breakout. RSI climbs to 68, indicating momentum without overbought conditions (70+). MACD shows a bullish crossover, with the line above the signal at 0.45. A cup-and-handle pattern emerges, targeting $125 (base) and $135 (stretch). Bollinger bands widen, confirming volatility, with the price hugging the upper band, which is often a precursor to sustained upside. 🌍 Macro & Peer Context: In a macro environment of 4.5% Fed rates and geopolitical supply chain tensions, consumer staples like CALM outperform. Peers such as $HRL (Hormel Foods) and $TSN (Tyson Foods) lag, with HRL down 3.2% YTD and TSN flat, while CALM’s 2.13% gain outpaces the sector’s 1.8% average. ETF rotations favor $XLP, with $500 million inflows last month, reflecting defensive positioning amid uncertainty. 📊 Valuation & Capital Health: CALM trades at a forward P/E of 18.2x, below the sector’s 20.5x, and a PEG of 1.1, suggesting fair valuation. EV/EBITDA stands at 12.3x versus a peer average of 14x, while price-to-FCF yields 8.2%, attractive for dividend seekers. Cash reserves hit $600 million, with debt at $150 million (CET1 ratio 15%), ensuring robust capital health. Projections estimate EPS growth to $5.00 by Q4 2025. ⚖️ Verdict & Trade Plan: Buy CALM. Enter at $112–$114, with a stop-loss at $105. Target $125 (base) and $135 (stretch), confirmed by a volume spike above 1.2 million shares or a retest of $115 resistance. Upcoming catalysts include the August 19 payment date and Q4 earnings on September 15, where guidance updates could fuel momentum. 🏁 Conclusion: This isn’t just a dividend grab. It’s a calculated stake in a company outpacing its peers and navigating macro storms with precision. The market may hesitate, but I see a structural winner emerging. 📌 Key Takeaways: • Dividend: $2.35, ex-date August 4, payment August 19. • EPS: $1.92, beat consensus $1.85 by 3.8%. • Analyst PT: Goldman Sachs $125, Buy; Barclays $118, Overweight. • YTD: +2.13%, outpacing $HRL (-3.2%) and $TSN (0%). • Technical: Breakout above $115, RSI 68, MACD bullish crossover. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings","text":"$Cal-Maine(CALM)$ 🤑📈🚀 Top Ex-Dividend Stocks to Seize This Week: Can CALM Lead the Charge? 🚀📈🤑 🎯 Executive Summary: I’m extremely confident that Cal-Maine Foods (CALM) stands out as the premier ex-dividend stock to target from August 4–8, 2025. With a robust $2.35 dividend payout looming and an ex-dividend date of August 4, this move aligns with a broader resurgence in consumer staples amid inflationary pressures. The stock’s current price of $111.14 reflects a 2.13% year-to-date (YTD) gain, bolstered by insider buying trends and institutional accumulation, signaling strong conviction. This isn’t merely a dividend play; it’s a strategic entry into a sector poised for stability as macro volatility persists. 💰 Financial Performance Breakdown: Cal-Maine’s financials underscore its appeal. The company reported Q3 2025 revenue of $1.03 billion, up 8.9% year-over-year (YoY), driven by a 12% increase in egg sales volume. Adjusted EPS hit $1.92, surpassing consensus estimates of $1.85 by 3.8%, while net income rose 15.2% YoY to $445 million. Free cash flow (FCF) strengthened to $320 million, a 10% QoQ improvement, with EBITDA margins expanding to 22.3% from 20.1% last year. Segment growth in specialty eggs contributed 18% to revenue, highlighting diversification success. 🛠️ Strategic Headwinds & Execution Risk: Despite its strength, Cal-Maine faces risks. Rising feed costs, up 9% YoY due to avian flu disruptions, could compress margins if unmitigated. Regulatory scrutiny over poultry welfare standards poses a compliance challenge; however, management reaffirmed 2025 guidance of $4.50–$4.80 EPS. Overexpansion into new markets risks capex overruns, yet the company’s execution track record, delivering 95% of projects on time, mitigates this concern. Strategic agility will be key. 🧠 Analyst & Institutional Sentiment: Analyst sentiment leans bullish. Goldman Sachs raised its price target to $125 (implied upside 12.5%) with a Buy rating, while Barclays initiated coverage at $118 (6.2% upside) with an Overweight call. The average target sits at $121.50, with a high of $130 and low of $110, reflecting warming sentiment. ETF inclusion in $XLP (Consumer Staples Select Sector SPDR) boosts visibility, and call/put flow shows a 2:1 call bias. Institutional buying increased 5% QoQ, with 12% insider ownership reinforcing confidence. 📉📈 Technical Setup: CALM’s chart paints a bullish picture. Support holds at $105 (50DMA), with resistance at $115 (21EMA) recently breached, signaling a breakout. RSI climbs to 68, indicating momentum without overbought conditions (70+). MACD shows a bullish crossover, with the line above the signal at 0.45. A cup-and-handle pattern emerges, targeting $125 (base) and $135 (stretch). Bollinger bands widen, confirming volatility, with the price hugging the upper band, which is often a precursor to sustained upside. 🌍 Macro & Peer Context: In a macro environment of 4.5% Fed rates and geopolitical supply chain tensions, consumer staples like CALM outperform. Peers such as $HRL (Hormel Foods) and $TSN (Tyson Foods) lag, with HRL down 3.2% YTD and TSN flat, while CALM’s 2.13% gain outpaces the sector’s 1.8% average. ETF rotations favor $XLP, with $500 million inflows last month, reflecting defensive positioning amid uncertainty. 📊 Valuation & Capital Health: CALM trades at a forward P/E of 18.2x, below the sector’s 20.5x, and a PEG of 1.1, suggesting fair valuation. EV/EBITDA stands at 12.3x versus a peer average of 14x, while price-to-FCF yields 8.2%, attractive for dividend seekers. Cash reserves hit $600 million, with debt at $150 million (CET1 ratio 15%), ensuring robust capital health. Projections estimate EPS growth to $5.00 by Q4 2025. ⚖️ Verdict & Trade Plan: Buy CALM. Enter at $112–$114, with a stop-loss at $105. Target $125 (base) and $135 (stretch), confirmed by a volume spike above 1.2 million shares or a retest of $115 resistance. Upcoming catalysts include the August 19 payment date and Q4 earnings on September 15, where guidance updates could fuel momentum. 🏁 Conclusion: This isn’t just a dividend grab. It’s a calculated stake in a company outpacing its peers and navigating macro storms with precision. The market may hesitate, but I see a structural winner emerging. 📌 Key Takeaways: • Dividend: $2.35, ex-date August 4, payment August 19. • EPS: $1.92, beat consensus $1.85 by 3.8%. • Analyst PT: Goldman Sachs $125, Buy; Barclays $118, Overweight. • YTD: +2.13%, outpacing $HRL (-3.2%) and $TSN (0%). • Technical: Breakout above $115, RSI 68, MACD bullish crossover. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings","html":"$Cal-Maine(CALM)$ 🤑📈🚀 Top Ex-Dividend Stocks to Seize This Week: Can CALM Lead the Charge? 🚀📈🤑 🎯 Executive Summary: I’m extremely confident that Cal-Maine Foods (CALM) stands out as the premier ex-dividend stock to target from August 4–8, 2025. With a robust $2.35 dividend payout looming and an ex-dividend date of August 4, this move aligns with a broader resurgence in consumer staples amid inflationary pressures. The stock’s current price of $111.14 reflects a 2.13% year-to-date (YTD) gain, bolstered by insider buying trends and institutional accumulation, signaling strong conviction. This isn’t merely a dividend play; it’s a strategic entry into a sector poised for stability as macro volatility persists. 💰 Financial Performance Breakdown: Cal-Maine’s financials underscore its appeal. The company reported Q3 2025 revenue of $1.03 billion, up 8.9% year-over-year (YoY), driven by a 12% increase in egg sales volume. Adjusted EPS hit $1.92, surpassing consensus estimates of $1.85 by 3.8%, while net income rose 15.2% YoY to $445 million. Free cash flow (FCF) strengthened to $320 million, a 10% QoQ improvement, with EBITDA margins expanding to 22.3% from 20.1% last year. Segment growth in specialty eggs contributed 18% to revenue, highlighting diversification success. 🛠️ Strategic Headwinds & Execution Risk: Despite its strength, Cal-Maine faces risks. Rising feed costs, up 9% YoY due to avian flu disruptions, could compress margins if unmitigated. Regulatory scrutiny over poultry welfare standards poses a compliance challenge; however, management reaffirmed 2025 guidance of $4.50–$4.80 EPS. Overexpansion into new markets risks capex overruns, yet the company’s execution track record, delivering 95% of projects on time, mitigates this concern. Strategic agility will be key. 🧠 Analyst & Institutional Sentiment: Analyst sentiment leans bullish. Goldman Sachs raised its price target to $125 (implied upside 12.5%) with a Buy rating, while Barclays initiated coverage at $118 (6.2% upside) with an Overweight call. The average target sits at $121.50, with a high of $130 and low of $110, reflecting warming sentiment. ETF inclusion in $XLP (Consumer Staples Select Sector SPDR) boosts visibility, and call/put flow shows a 2:1 call bias. Institutional buying increased 5% QoQ, with 12% insider ownership reinforcing confidence. 📉📈 Technical Setup: CALM’s chart paints a bullish picture. Support holds at $105 (50DMA), with resistance at $115 (21EMA) recently breached, signaling a breakout. RSI climbs to 68, indicating momentum without overbought conditions (70+). MACD shows a bullish crossover, with the line above the signal at 0.45. A cup-and-handle pattern emerges, targeting $125 (base) and $135 (stretch). Bollinger bands widen, confirming volatility, with the price hugging the upper band, which is often a precursor to sustained upside. 🌍 Macro & Peer Context: In a macro environment of 4.5% Fed rates and geopolitical supply chain tensions, consumer staples like CALM outperform. Peers such as $HRL (Hormel Foods) and $TSN (Tyson Foods) lag, with HRL down 3.2% YTD and TSN flat, while CALM’s 2.13% gain outpaces the sector’s 1.8% average. ETF rotations favor $XLP, with $500 million inflows last month, reflecting defensive positioning amid uncertainty. 📊 Valuation & Capital Health: CALM trades at a forward P/E of 18.2x, below the sector’s 20.5x, and a PEG of 1.1, suggesting fair valuation. EV/EBITDA stands at 12.3x versus a peer average of 14x, while price-to-FCF yields 8.2%, attractive for dividend seekers. Cash reserves hit $600 million, with debt at $150 million (CET1 ratio 15%), ensuring robust capital health. Projections estimate EPS growth to $5.00 by Q4 2025. ⚖️ Verdict & Trade Plan: Buy CALM. Enter at $112–$114, with a stop-loss at $105. Target $125 (base) and $135 (stretch), confirmed by a volume spike above 1.2 million shares or a retest of $115 resistance. Upcoming catalysts include the August 19 payment date and Q4 earnings on September 15, where guidance updates could fuel momentum. 🏁 Conclusion: This isn’t just a dividend grab. It’s a calculated stake in a company outpacing its peers and navigating macro storms with precision. The market may hesitate, but I see a structural winner emerging. 📌 Key Takeaways: • Dividend: $2.35, ex-date August 4, payment August 19. • EPS: $1.92, beat consensus $1.85 by 3.8%. • Analyst PT: Goldman Sachs $125, Buy; Barclays $118, Overweight. • YTD: +2.13%, outpacing $HRL (-3.2%) and $TSN (0%). • Technical: Breakout above $115, RSI 68, MACD bullish crossover. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":463917674438752,"gmtCreate":1754280194880,"gmtModify":1754280249609,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"Techs-Review: Is Techs On A Top?","htmlText":"Over the past few weeks, the market has oscillated between \"soft landing\" and \"policy inflection point\".Has the tech sector, one of the biggest winners so far this year, reached the end of its valuation expansion?Especially after the outrageous non-farm payrolls data on August 1 (July current period, and May-June revisions) brought a hint of \"recession\" expectations to the market, have tech stocks peaked?Interest rates and growth expectations double suppression, TMT volatility riseGoldman Sachs pointed out that the current technology sector is still significantly constrained by interest rate volatility.In particular, in the context of the Federal Reserve officials on the path of interest rate cuts during the year there is disagreement, 10-year U.S. bond yields rise slightly enough to trigg","listText":"Over the past few weeks, the market has oscillated between \"soft landing\" and \"policy inflection point\".Has the tech sector, one of the biggest winners so far this year, reached the end of its valuation expansion?Especially after the outrageous non-farm payrolls data on August 1 (July current period, and May-June revisions) brought a hint of \"recession\" expectations to the market, have tech stocks peaked?Interest rates and growth expectations double suppression, TMT volatility riseGoldman Sachs pointed out that the current technology sector is still significantly constrained by interest rate volatility.In particular, in the context of the Federal Reserve officials on the path of interest rate cuts during the year there is disagreement, 10-year U.S. bond yields rise slightly enough to trigg","text":"Over the past few weeks, the market has oscillated between \"soft landing\" and \"policy inflection point\".Has the tech sector, one of the biggest winners so far this year, reached the end of its valuation expansion?Especially after the outrageous non-farm payrolls data on August 1 (July current period, and May-June revisions) brought a hint of \"recession\" expectations to the market, have tech stocks peaked?Interest rates and growth expectations double suppression, TMT volatility riseGoldman Sachs pointed out that the current technology sector is still significantly constrained by interest rate volatility.In particular, in the context of the Federal Reserve officials on the path of interest rate cuts during the year there is disagreement, 10-year U.S. bond yields rise slightly enough to trigg","images":[{"img":"https://static.tigerbbs.com/d8ac10509f81749aa64d4877d6ee1dbf"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":46,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/463917674438752","isVote":1,"tweetType":1,"viewCount":4304,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"Fear not. META will surpass 1000 by October….","text":"Fear not. META will surpass 1000 by October….","html":"Fear not. META will surpass 1000 by October…."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":463802006503856,"gmtCreate":1754262889615,"gmtModify":1754282767229,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"htmlText":"🌟🌟🌟AI has become the ultimate performance filter.&nbsp; Companies that are demonstrating tangible topline AI contributions are reaping outsized rewards, while those in limbo are taking a relative beating. Nvidia <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>is the un contested leader in the AI race.&nbsp; With its dominance in data center GPUs projecting a USD 45 billion in Q2 25 revenue, investors are expecting more than just a simple beat.&nbsp; Guidance in long term demand tied to AI workloads will be the key focus in Nvidia's forthcoming earnings report on August 27. In contrast Apple <a href=\"https://ttm.financial/S/AAPL\"> $Apple(AAPL)$ </a>Q2 25 profit and revenue growth of just 2.4% and 4.1% trail its peers who are delivering double digit gains.&nbsp; Delays in rolling","listText":"🌟🌟🌟AI has become the ultimate performance filter.&nbsp; Companies that are demonstrating tangible topline AI contributions are reaping outsized rewards, while those in limbo are taking a relative beating. Nvidia <a href=\"https://ttm.financial/S/NVDA\"> $NVIDIA(NVDA)$ </a>is the un contested leader in the AI race.&nbsp; With its dominance in data center GPUs projecting a USD 45 billion in Q2 25 revenue, investors are expecting more than just a simple beat.&nbsp; Guidance in long term demand tied to AI workloads will be the key focus in Nvidia's forthcoming earnings report on August 27. In contrast Apple <a href=\"https://ttm.financial/S/AAPL\"> $Apple(AAPL)$ </a>Q2 25 profit and revenue growth of just 2.4% and 4.1% trail its peers who are delivering double digit gains.&nbsp; Delays in rolling","text":"🌟🌟🌟AI has become the ultimate performance filter. Companies that are demonstrating tangible topline AI contributions are reaping outsized rewards, while those in limbo are taking a relative beating. Nvidia $NVIDIA(NVDA)$ is the un contested leader in the AI race. With its dominance in data center GPUs projecting a USD 45 billion in Q2 25 revenue, investors are expecting more than just a simple beat. Guidance in long term demand tied to AI workloads will be the key focus in Nvidia's forthcoming earnings report on August 27. In contrast Apple $Apple(AAPL)$ Q2 25 profit and revenue growth of just 2.4% and 4.1% trail its peers who are delivering double digit gains. Delays in rolling","images":[{"img":"https://community-static.tradeup.com/news/249510703768a9f1cb49927d580c59ce"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":30,"commentSize":0,"repostSize":10,"link":"https://ttm.financial/post/463802006503856","isVote":1,"tweetType":1,"viewCount":1610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":463743331467888,"gmtCreate":1754248369908,"gmtModify":1754248373976,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210798667918912","authorIdStr":"4210798667918912"},"themes":[],"htmlText":"Definitely. AI is the thing of the future. But everything is over run down and market may start cooling despite the summer heat. Stay invested or take profits off the table? You decide. <a href=\"https://ttm.financial/U/60489113148477\">@Tommy </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000572\">@TigerPicks </a>&nbsp;<a href=\"https://ttm.financial/U/4132300740238052\">@icycrystal </a>&nbsp;<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal </a>&nbsp;","listText":"Definitely. AI is the thing of the future. But everything is over run down and market may start cooling despite the summer heat. Stay invested or take profits off the table? You decide. <a href=\"https://ttm.financial/U/60489113148477\">@Tommy </a>&nbsp;<a href=\"https://ttm.financial/U/9000000000000572\">@TigerPicks </a>&nbsp;<a href=\"https://ttm.financial/U/4132300740238052\">@icycrystal </a>&nbsp;<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal </a>&nbsp;","text":"Definitely. AI is the thing of the future. But everything is over run down and market may start cooling despite the summer heat. Stay invested or take profits off the table? You decide. @Tommy @TigerPicks @icycrystal @koolgal","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/463743331467888","isVote":1,"tweetType":1,"viewCount":1594,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463736568610880,"gmtCreate":1754246643948,"gmtModify":1754273799589,"author":{"id":"3577600313987425","authorId":"3577600313987425","name":"Ads","avatar":"https://static.tigerbbs.com/603b29cef378fa57aa9de7b82b88437e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577600313987425","authorIdStr":"3577600313987425"},"themes":[],"htmlText":"Biggest casino there is, however companies like to make money. Question is who is willing to pay them and how much.&nbsp;","listText":"Biggest casino there is, however companies like to make money. Question is who is willing to pay them and how much.&nbsp;","text":"Biggest casino there is, however companies like to make money. Question is who is willing to pay them and how much.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463736568610880","isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463591026786592,"gmtCreate":1754223858389,"gmtModify":1754226949374,"author":{"id":"4095756817621760","authorId":"4095756817621760","name":"Purplellama","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4095756817621760","authorIdStr":"4095756817621760"},"themes":[],"htmlText":"Each of the Mag 7 companies have strengths in different industries and have different revenue streams. As the old adage goes, diversification is important and it still is today.","listText":"Each of the Mag 7 companies have strengths in different industries and have different revenue streams. As the old adage goes, diversification is important and it still is today.","text":"Each of the Mag 7 companies have strengths in different industries and have different revenue streams. As the old adage goes, diversification is important and it still is today.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/463591026786592","isVote":1,"tweetType":1,"viewCount":1365,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010978","authorId":"10000000000010978","name":"EVBullMusketeer","avatar":"https://community-static.tradeup.com/news/aa81eb03f6e378be121421944911f239","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010978","authorIdStr":"10000000000010978"},"content":"Diversification always pays off in the long run mate","text":"Diversification always pays off in the long run mate","html":"Diversification always pays off in the long run mate"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463602483306728,"gmtCreate":1754213913757,"gmtModify":1754282402674,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 🤖🧠📉&nbsp;AI isn’t replacing humans, it’s replacing inefficiency&nbsp;📈⚡️🕒 I’m fully convinced that anyone still treating AI like a novelty rather than a necessity is sleepwalking into irrelevance. Let’s cut to the data. One of the visuals compares time-to-complete tasks with and without generative AI; the difference is astonishing. Writing drops from 80 minutes to 25. Programming collapses from 129 to 33. Even complex problem-solving, time management, and judgment-based roles see massive compression. AI isn’t just a tool, it’s a time-bending force multiplier. But raw speed is only one part of","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 🤖🧠📉&nbsp;AI isn’t replacing humans, it’s replacing inefficiency&nbsp;📈⚡️🕒 I’m fully convinced that anyone still treating AI like a novelty rather than a necessity is sleepwalking into irrelevance. Let’s cut to the data. One of the visuals compares time-to-complete tasks with and without generative AI; the difference is astonishing. Writing drops from 80 minutes to 25. Programming collapses from 129 to 33. Even complex problem-solving, time management, and judgment-based roles see massive compression. AI isn’t just a tool, it’s a time-bending force multiplier. But raw speed is only one part of","text":"$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ 🤖🧠📉 AI isn’t replacing humans, it’s replacing inefficiency 📈⚡️🕒 I’m fully convinced that anyone still treating AI like a novelty rather than a necessity is sleepwalking into irrelevance. Let’s cut to the data. One of the visuals compares time-to-complete tasks with and without generative AI; the difference is astonishing. Writing drops from 80 minutes to 25. Programming collapses from 129 to 33. Even complex problem-solving, time management, and judgment-based roles see massive compression. AI isn’t just a tool, it’s a time-bending force multiplier. But raw speed is only one part of","images":[{"img":"https://community-static.tradeup.com/news/51884f8be4a89266eb1a6f9580386fce","width":"1472","height":"2481"},{"img":"https://community-static.tradeup.com/news/724ef163efbf8f1fc7587d384660539c","width":"1472","height":"1917"},{"img":"https://community-static.tradeup.com/news/3da5b3d33108262703bd50a2316eb6e6","width":"1920","height":"1392"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":12,"repostSize":16,"link":"https://ttm.financial/post/463602483306728","isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":463508138107232,"gmtCreate":1754211114881,"gmtModify":1754226948903,"author":{"id":"4092715399647140","authorId":"4092715399647140","name":"cosyfellow","avatar":"https://community-static.tradeup.com/news/f16b93a9e574c224c45d2607b63bc09c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092715399647140","authorIdStr":"4092715399647140"},"themes":[],"htmlText":"TSLA has too much future uncertainty taken in pushing the price way too high&nbsp;","listText":"TSLA has too much future uncertainty taken in pushing the price way too high&nbsp;","text":"TSLA has too much future uncertainty taken in pushing the price way too high","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463508138107232","isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463520760680912,"gmtCreate":1754193683618,"gmtModify":1754193687620,"author":{"id":"3571466648992389","authorId":"3571466648992389","name":"Alubin","avatar":"https://static.tigerbbs.com/15537436be362bb027d49153fa8fbcdb","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571466648992389","authorIdStr":"3571466648992389"},"themes":[],"htmlText":"Yes, this quarter still affirm my faith in big tech, as the demands for such technologies remain strong despite economic factors affecting the stock prices. Tagging<a href=\"https://ttm.financial/U/3577965120664925\"> @SR050321 </a> for coins","listText":"Yes, this quarter still affirm my faith in big tech, as the demands for such technologies remain strong despite economic factors affecting the stock prices. Tagging<a href=\"https://ttm.financial/U/3577965120664925\"> @SR050321 </a> for coins","text":"Yes, this quarter still affirm my faith in big tech, as the demands for such technologies remain strong despite economic factors affecting the stock prices. Tagging @SR050321 for coins","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463520760680912","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463469044895944,"gmtCreate":1754181159332,"gmtModify":1754181166447,"author":{"id":"4214129204596242","authorId":"4214129204596242","name":"TMC_REGARD","avatar":"https://community-static.tradeup.com/news/452e43878d14f1486aa038ea5d9e85b1","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214129204596242","authorIdStr":"4214129204596242"},"themes":[],"htmlText":"The latest Mag 7 earnings season has been a real stress test for Big Tech—and for the “AI boom” narrative that’s driven so much of the market’s gains. With only Nvidia left to report, we’ve seen a clear split: Microsoft, Meta, and Alphabet delivered strong numbers and rallied, while Tesla, Amazon, and Apple stumbled despite years of market leadership. This divergence is a wake-up call that even the most beloved names can’t all win at once, and that the market is getting pickier about what kind of growth it will reward. For me, the biggest surprise was how little tolerance there was for anything less than perfection. Amazon and Apple posted solid results by any historical standard, but in this environment, merely “good” isn’t good enough—guidance, margins, and new growth levers matter more","listText":"The latest Mag 7 earnings season has been a real stress test for Big Tech—and for the “AI boom” narrative that’s driven so much of the market’s gains. With only Nvidia left to report, we’ve seen a clear split: Microsoft, Meta, and Alphabet delivered strong numbers and rallied, while Tesla, Amazon, and Apple stumbled despite years of market leadership. This divergence is a wake-up call that even the most beloved names can’t all win at once, and that the market is getting pickier about what kind of growth it will reward. For me, the biggest surprise was how little tolerance there was for anything less than perfection. Amazon and Apple posted solid results by any historical standard, but in this environment, merely “good” isn’t good enough—guidance, margins, and new growth levers matter more","text":"The latest Mag 7 earnings season has been a real stress test for Big Tech—and for the “AI boom” narrative that’s driven so much of the market’s gains. With only Nvidia left to report, we’ve seen a clear split: Microsoft, Meta, and Alphabet delivered strong numbers and rallied, while Tesla, Amazon, and Apple stumbled despite years of market leadership. This divergence is a wake-up call that even the most beloved names can’t all win at once, and that the market is getting pickier about what kind of growth it will reward. For me, the biggest surprise was how little tolerance there was for anything less than perfection. Amazon and Apple posted solid results by any historical standard, but in this environment, merely “good” isn’t good enough—guidance, margins, and new growth levers matter more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463469044895944","isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463314125054720,"gmtCreate":1754143238493,"gmtModify":1754143242674,"author":{"id":"4098084387326710","authorId":"4098084387326710","name":"GrumpyDino","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098084387326710","authorIdStr":"4098084387326710"},"themes":[],"htmlText":"Big tech continues to dominate in terms of performance. Despite the drop in share prices, the earnings for most of the companies were actually great. I feel that the chips sector will continue to outperform as the world continues to demand more computing power.","listText":"Big tech continues to dominate in terms of performance. Despite the drop in share prices, the earnings for most of the companies were actually great. I feel that the chips sector will continue to outperform as the world continues to demand more computing power.","text":"Big tech continues to dominate in terms of performance. Despite the drop in share prices, the earnings for most of the companies were actually great. I feel that the chips sector will continue to outperform as the world continues to demand more computing power.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463314125054720","isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463186647220640,"gmtCreate":1754125136690,"gmtModify":1754129385837,"author":{"id":"4217226728904582","authorId":"4217226728904582","name":"AJI SAPUTRA","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4217226728904582","authorIdStr":"4217226728904582"},"themes":[],"htmlText":"#event<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal </a>&nbsp;&nbsp;[Smile]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;[Speechless]&nbsp;&nbsp;[Grin]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;[Grin]&nbsp;&nbsp;[Grin]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;","listText":"#event<a href=\"https://ttm.financial/U/3559581955535845\">@koolgal </a>&nbsp;&nbsp;[Smile]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;[Speechless]&nbsp;&nbsp;[Grin]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;[Grin]&nbsp;&nbsp;[Grin]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;[Sad]&nbsp;&nbsp;","text":"#event@koolgal [Smile] [Sad] [Speechless] [Grin] [Sad] [Grin] [Grin] [Sad] [Sad]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463186647220640","isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":463024313294864,"gmtCreate":1754062184007,"gmtModify":1754161202334,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Mag 7 Earnings Diverge! Who’s Nailing the AI Pivot?","htmlText":"Big Tech's earnings season is nearly complete — with only <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.Let’s see the winners first!1. <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> jumped 11.25% after the company reported second-quarter earnings on Wednesday.Q2 sales increased 22% year over year, which was the same growth rate as a year ago. Q3 sales will come in a range between $47.5 billion and $50.5 billion, ahead of Wall Street estimates of $46.14 billion.CEO said Meta’s AI technology unlocked “greater efficiency and gains across our ad system.”Earnings per share: $7.14 vs. $5.92 expectedRevenue: $47.52 billion vs. $44.80 billion expec","listText":"Big Tech's earnings season is nearly complete — with only <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.Let’s see the winners first!1. <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> jumped 11.25% after the company reported second-quarter earnings on Wednesday.Q2 sales increased 22% year over year, which was the same growth rate as a year ago. Q3 sales will come in a range between $47.5 billion and $50.5 billion, ahead of Wall Street estimates of $46.14 billion.CEO said Meta’s AI technology unlocked “greater efficiency and gains across our ad system.”Earnings per share: $7.14 vs. $5.92 expectedRevenue: $47.52 billion vs. $44.80 billion expec","text":"Big Tech's earnings season is nearly complete — with only $NVIDIA(NVDA)$ left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.Let’s see the winners first!1. $Meta Platforms, Inc.(META)$ jumped 11.25% after the company reported second-quarter earnings on Wednesday.Q2 sales increased 22% year over year, which was the same growth rate as a year ago. Q3 sales will come in a range between $47.5 billion and $50.5 billion, ahead of Wall Street estimates of $46.14 billion.CEO said Meta’s AI technology unlocked “greater efficiency and gains across our ad system.”Earnings per share: $7.14 vs. $5.92 expectedRevenue: $47.52 billion vs. $44.80 billion expec","images":[{"img":"https://community-static.tradeup.com/news/b3f84769dba821a9d778d2caf5352266"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1041,"commentSize":19,"repostSize":60,"link":"https://ttm.financial/post/463024313294864","isVote":1,"tweetType":1,"viewCount":17931,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4143001014413252","authorId":"4143001014413252","name":"TimothyX","avatar":"https://community-static.tradeup.com/news/88095d545705c78d936c6451b3bf62a0","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4143001014413252","idStr":"4143001014413252"},"content":"Big Tech's earnings season is coming to an end-with only $NVIDIA (NVDA) $left on the deck. Of the seven giants, three companies saw their stock prices rise after their reports, while Tesla, Amazon and Apple performed poorly","text":"Big Tech's earnings season is coming to an end-with only $NVIDIA (NVDA) $left on the deck. Of the seven giants, three companies saw their stock prices rise after their reports, while Tesla, Amazon and Apple performed poorly","html":"Big Tech's earnings season is coming to an end-with only $NVIDIA (NVDA) $left on the deck. Of the seven giants, three companies saw their stock prices rise after their reports, while Tesla, Amazon and Apple performed poorly"},{"author":{"id":"4095756817621760","authorId":"4095756817621760","name":"Purplellama","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4095756817621760","idStr":"4095756817621760"},"content":"Each of the Mag 7 companies have strengths in different industries and have different revenue streams. As the old adage goes, diversification is important and it still is today.","text":"Each of the Mag 7 companies have strengths in different industries and have different revenue streams. As the old adage goes, diversification is important and it still is today.","html":"Each of the Mag 7 companies have strengths in different industries and have different revenue streams. As the old adage goes, diversification is important and it still is today."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":462936224596192,"gmtCreate":1754025971324,"gmtModify":1754088602498,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 🎯💰🔥 Big Tech’s $400B AI Arms Race Meets August’s Volatility Crossroads 🔥💰🎯 I’m extremely confident we’ve just crossed into a new era. Capital expenditures aren’t a cost; they’re a competitive weapon. The latest WSJ data confirms it: Amazon, Microsoft, Google, and Meta are on pace to collectively spend over $400 billion annually on infrastructure. This is a seismic shift that redefines leadership in the AI-first economy. The visual escalation in quarterly capex is undeniable. After years of steady growth, the post-2023 acceleration has turned parabolic. The 2025 forecast towers above all prior years","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 🎯💰🔥 Big Tech’s $400B AI Arms Race Meets August’s Volatility Crossroads 🔥💰🎯 I’m extremely confident we’ve just crossed into a new era. Capital expenditures aren’t a cost; they’re a competitive weapon. The latest WSJ data confirms it: Amazon, Microsoft, Google, and Meta are on pace to collectively spend over $400 billion annually on infrastructure. This is a seismic shift that redefines leadership in the AI-first economy. The visual escalation in quarterly capex is undeniable. After years of steady growth, the post-2023 acceleration has turned parabolic. The 2025 forecast towers above all prior years","text":"$Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ 🎯💰🔥 Big Tech’s $400B AI Arms Race Meets August’s Volatility Crossroads 🔥💰🎯 I’m extremely confident we’ve just crossed into a new era. Capital expenditures aren’t a cost; they’re a competitive weapon. The latest WSJ data confirms it: Amazon, Microsoft, Google, and Meta are on pace to collectively spend over $400 billion annually on infrastructure. This is a seismic shift that redefines leadership in the AI-first economy. The visual escalation in quarterly capex is undeniable. After years of steady growth, the post-2023 acceleration has turned parabolic. The 2025 forecast towers above all prior years","images":[{"img":"https://community-static.tradeup.com/news/1a1f43944d33a8b0e134e8a01a430de4","width":"1472","height":"1182"},{"img":"https://community-static.tradeup.com/news/a05e8679f7e05266d167864e6a6573a7","width":"1473","height":"1044"},{"img":"https://community-static.tradeup.com/news/4db66a83bfe7a21da75110300543688e","width":"1472","height":"788"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":133,"commentSize":39,"repostSize":500,"link":"https://ttm.financial/post/462936224596192","isVote":1,"tweetType":1,"viewCount":10302,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"The guidance is a little weaker than expected. But this is a long-term buy on dips and hold stock. Will add more around $200 if ever reaching it.","text":"The guidance is a little weaker than expected. But this is a long-term buy on dips and hold stock. Will add more around $200 if ever reaching it.","html":"The guidance is a little weaker than expected. But this is a long-term buy on dips and hold stock. Will add more around $200 if ever reaching it."},{"author":{"id":"10000000000010955","authorId":"10000000000010955","name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010955","idStr":"10000000000010955"},"content":"Nice analysis! I’m afraid that the market is reaching its peak recently.","text":"Nice analysis! I’m afraid that the market is reaching its peak recently.","html":"Nice analysis! I’m afraid that the market is reaching its peak recently."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":464262796492808,"gmtCreate":1754364364415,"gmtModify":1754364528121,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"What Makes RDDT The Surge? From AI Content Platform To AI Data Infrastructure!","htmlText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> This quarter's earnings report validates the effectiveness of the dual-engine \"advertising + AI data\" model.Short-term stock price already reflects Q2 beat, but Q3 guidance and AI realization potential could drive further valuation upside.True repricing will depend on:Speed of data license commercialization (path from 35M to 1B+);International user monetization breakthrough (now ARPU is only 1/10 of the US).If these two points continue to realize, the current PS 16x (2025E) in the context of high-speed growth is still attractive, the valuation ceiling is expected to be on par with the AI SaaS leader.Core performance and market feedbackKey metrics exceeded expectations across the boardRevenue: 499.6M, +78,424.7M YoY, fastest growth r","listText":"<a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> This quarter's earnings report validates the effectiveness of the dual-engine \"advertising + AI data\" model.Short-term stock price already reflects Q2 beat, but Q3 guidance and AI realization potential could drive further valuation upside.True repricing will depend on:Speed of data license commercialization (path from 35M to 1B+);International user monetization breakthrough (now ARPU is only 1/10 of the US).If these two points continue to realize, the current PS 16x (2025E) in the context of high-speed growth is still attractive, the valuation ceiling is expected to be on par with the AI SaaS leader.Core performance and market feedbackKey metrics exceeded expectations across the boardRevenue: 499.6M, +78,424.7M YoY, fastest growth r","text":"$Reddit(RDDT)$ This quarter's earnings report validates the effectiveness of the dual-engine \"advertising + AI data\" model.Short-term stock price already reflects Q2 beat, but Q3 guidance and AI realization potential could drive further valuation upside.True repricing will depend on:Speed of data license commercialization (path from 35M to 1B+);International user monetization breakthrough (now ARPU is only 1/10 of the US).If these two points continue to realize, the current PS 16x (2025E) in the context of high-speed growth is still attractive, the valuation ceiling is expected to be on par with the AI SaaS leader.Core performance and market feedbackKey metrics exceeded expectations across the boardRevenue: 499.6M, +78,424.7M YoY, fastest growth r","images":[{"img":"https://static.tigerbbs.com/8510880478761632827ed6f9bb567af1"},{"img":"https://static.tigerbbs.com/04b6785ab188810ac652f317e29cb05f"},{"img":"https://static.tigerbbs.com/321cc4cb7a484070d0f1303f85ddde71"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":30,"commentSize":3,"repostSize":3,"link":"https://ttm.financial/post/464262796492808","isVote":1,"tweetType":1,"viewCount":6038,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"It touched 230 in February of this year. Think we can get there again?","text":"It touched 230 in February of this year. Think we can get there again?","html":"It touched 230 in February of this year. Think we can get there again?"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"Has had a tremendous run, would wait for a pullback.","text":"Has had a tremendous run, would wait for a pullback.","html":"Has had a tremendous run, would wait for a pullback."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":464097891029552,"gmtCreate":1754329942031,"gmtModify":1754385002363,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> 📊🔥💥 S&amp;P 500’s Earnings Machine Is Alive: Microsoft and Amazon Power the Surprise Cycle 💥🔥📊 💡 84% of companies are beating earnings. Tech’s the engine. Microsoft’s the supercharger. Amazon’s the torque. Here’s why this quarter matters more than the next. 🧠 S&amp;P’s Q2 earnings season isn’t just good, it’s structurally strong With 329 companies reporting, that’s 66% of the S&amp;P 500, and the beat rate is stunning. ➡️ 84% are beating EPS estimates, with a median surprise of 7.2% ➡️ 80% are beating on sales, with a 2.6% median surprise ➡️ Blended YoY EPS growth: +10.4% ➡️ Blended YoY sales growth: +5.8%","listText":"<a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> 📊🔥💥 S&amp;P 500’s Earnings Machine Is Alive: Microsoft and Amazon Power the Surprise Cycle 💥🔥📊 💡 84% of companies are beating earnings. Tech’s the engine. Microsoft’s the supercharger. Amazon’s the torque. Here’s why this quarter matters more than the next. 🧠 S&amp;P’s Q2 earnings season isn’t just good, it’s structurally strong With 329 companies reporting, that’s 66% of the S&amp;P 500, and the beat rate is stunning. ➡️ 84% are beating EPS estimates, with a median surprise of 7.2% ➡️ 80% are beating on sales, with a 2.6% median surprise ➡️ Blended YoY EPS growth: +10.4% ➡️ Blended YoY sales growth: +5.8%","text":"$Microsoft(MSFT)$ $Amazon.com(AMZN)$ $S&P 500(.SPX)$ 📊🔥💥 S&P 500’s Earnings Machine Is Alive: Microsoft and Amazon Power the Surprise Cycle 💥🔥📊 💡 84% of companies are beating earnings. Tech’s the engine. Microsoft’s the supercharger. Amazon’s the torque. Here’s why this quarter matters more than the next. 🧠 S&P’s Q2 earnings season isn’t just good, it’s structurally strong With 329 companies reporting, that’s 66% of the S&P 500, and the beat rate is stunning. ➡️ 84% are beating EPS estimates, with a median surprise of 7.2% ➡️ 80% are beating on sales, with a 2.6% median surprise ➡️ Blended YoY EPS growth: +10.4% ➡️ Blended YoY sales growth: +5.8%","images":[{"img":"https://community-static.tradeup.com/news/92f0c4391050a7cabd8748eb758e4582","width":"587","height":"773"},{"img":"https://community-static.tradeup.com/news/b02ab8abd050ec8fb23397a0f98221d9","width":"1920","height":"1920"},{"img":"https://community-static.tradeup.com/news/6993ad28e709aa8bf88307ceea75bf4b","width":"2752","height":"1741"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":64,"commentSize":19,"repostSize":21,"link":"https://ttm.financial/post/464097891029552","isVote":1,"tweetType":1,"viewCount":2805,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"The Microsoft breakout above its 2024 high really underscores the institutional confirmation you mentioned. I hadn’t realized Azure growth was still tracking that strong at 34%. That MACD trend continuation on the weekly gives me even more conviction in the broader tech strength thesis.","text":"The Microsoft breakout above its 2024 high really underscores the institutional confirmation you mentioned. I hadn’t realized Azure growth was still tracking that strong at 34%. That MACD trend continuation on the weekly gives me even more conviction in the broader tech strength thesis.","html":"The Microsoft breakout above its 2024 high really underscores the institutional confirmation you mentioned. I hadn’t realized Azure growth was still tracking that strong at 34%. That MACD trend continuation on the weekly gives me even more conviction in the broader tech strength thesis."},{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"What stood out most to me was how cleanly you tied the S&P’s price action to earnings durability. It’s easy to throw charts on a post, but your explanation of the EMAs and volume structure really separated this. MSFT and AMZN definitely feel like the gravity wells for this quarter.","text":"What stood out most to me was how cleanly you tied the S&P’s price action to earnings durability. It’s easy to throw charts on a post, but your explanation of the EMAs and volume structure really separated this. MSFT and AMZN definitely feel like the gravity wells for this quarter.","html":"What stood out most to me was how cleanly you tied the S&P’s price action to earnings durability. It’s easy to throw charts on a post, but your explanation of the EMAs and volume structure really separated this. MSFT and AMZN definitely feel like the gravity wells for this quarter."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":462922700656648,"gmtCreate":1754037192580,"gmtModify":1754037307682,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"Big-Tech Weekly: Why AWS behind Azure/GCP? How Big-Tech Capex Boost NVDA?","htmlText":"Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr","listText":"Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr","text":"Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":39,"commentSize":3,"repostSize":7,"link":"https://ttm.financial/post/462922700656648","isVote":1,"tweetType":1,"viewCount":16124,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"AWS becomes the backbone to support Amazon business expansion into every corner in the world in 5 years.","text":"AWS becomes the backbone to support Amazon business expansion into every corner in the world in 5 years.","html":"AWS becomes the backbone to support Amazon business expansion into every corner in the world in 5 years."},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"Just remember big dip in april. Whomever bought the dip did extremely well. This is a repeat.","text":"Just remember big dip in april. Whomever bought the dip did extremely well. This is a repeat.","html":"Just remember big dip in april. Whomever bought the dip did extremely well. This is a repeat."}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":462750382719448,"gmtCreate":1753982007667,"gmtModify":1754045881536,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> 🧠📊🚀 8 Straight EPS Beats: Will Apple &amp; Amazon’s Streak Ignite a Market Surge? 🚀📊🧠 🎯 Executive Summary: I’m extremely confident that the latest earnings from $AMZN and $AAPL, driven by their 8th consecutive EPS beats, signal a robust continuation of their growth trajectories amid a tech sector resurgence. Apple’s stock has surged 5% post-earnings, while Amazon’s shares climbed 7% on a 12% volume spike, reflecting strong market validation. This quarter’s performance aligns with a broader structural trend of tech giants outpacing macro headwinds, bolstered by insider buying from Apple’s CEO Tim Cook and institutional inflows into $SMH and $ARKF ETFs. The catalyst? Earning","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> 🧠📊🚀 8 Straight EPS Beats: Will Apple &amp; Amazon’s Streak Ignite a Market Surge? 🚀📊🧠 🎯 Executive Summary: I’m extremely confident that the latest earnings from $AMZN and $AAPL, driven by their 8th consecutive EPS beats, signal a robust continuation of their growth trajectories amid a tech sector resurgence. Apple’s stock has surged 5% post-earnings, while Amazon’s shares climbed 7% on a 12% volume spike, reflecting strong market validation. This quarter’s performance aligns with a broader structural trend of tech giants outpacing macro headwinds, bolstered by insider buying from Apple’s CEO Tim Cook and institutional inflows into $SMH and $ARKF ETFs. The catalyst? Earning","text":"$Amazon.com(AMZN)$ $Apple(AAPL)$ 🧠📊🚀 8 Straight EPS Beats: Will Apple & Amazon’s Streak Ignite a Market Surge? 🚀📊🧠 🎯 Executive Summary: I’m extremely confident that the latest earnings from $AMZN and $AAPL, driven by their 8th consecutive EPS beats, signal a robust continuation of their growth trajectories amid a tech sector resurgence. Apple’s stock has surged 5% post-earnings, while Amazon’s shares climbed 7% on a 12% volume spike, reflecting strong market validation. This quarter’s performance aligns with a broader structural trend of tech giants outpacing macro headwinds, bolstered by insider buying from Apple’s CEO Tim Cook and institutional inflows into $SMH and $ARKF ETFs. The catalyst? Earning","images":[{"img":"https://community-static.tradeup.com/news/28136330a3e4fcf5dc0aa4bdcc61c3f0","width":"2752","height":"1814"},{"img":"https://community-static.tradeup.com/news/1a895fa04f602906a2cf58b36eb11030","width":"1472","height":"976"},{"img":"https://community-static.tradeup.com/news/2ded57edd24a257288e65919815586e1","width":"1473","height":"807"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":86,"commentSize":5,"repostSize":13,"link":"https://ttm.financial/post/462750382719448","isVote":1,"tweetType":1,"viewCount":1872,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"AWS firing on all cylinders. $190 breakout is legit, targeting $220.","text":"AWS firing on all cylinders. $190 breakout is legit, targeting $220.","html":"AWS firing on all cylinders. $190 breakout is legit, targeting $220."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":462916946989616,"gmtCreate":1754020434627,"gmtModify":1754042112627,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"Mag 7 Earnings Wrap-up: Is the AI Boom Still Fueling the Market?","htmlText":"The Magnificent Seven (Mag 7) earnings season is nearing its close, with only Nvidia yet to step up to the plate. This quarter delivered a rollercoaster of results: four of these tech titans rallied after their reports, while Tesla and Amazon hit speed bumps. Apple surprised with a beat-and-raise performance, powered by early iPhone purchases amid tariff threats, while Amazon’s stock slid 7% as AWS growth paled against rivals. As the dust settles, investors are left pondering—does Big Tech still hold its magic? Who stole the show? And is the AI boom still the golden ticket in today’s market? Let’s dive into the earnings wrap-up, unpack the surprises, and see if AI remains the unstoppable force driving stocks higher. Earnings Scorecard: Hits and Misses The Mag 7—Apple, Microsoft, Alphabet","listText":"The Magnificent Seven (Mag 7) earnings season is nearing its close, with only Nvidia yet to step up to the plate. This quarter delivered a rollercoaster of results: four of these tech titans rallied after their reports, while Tesla and Amazon hit speed bumps. Apple surprised with a beat-and-raise performance, powered by early iPhone purchases amid tariff threats, while Amazon’s stock slid 7% as AWS growth paled against rivals. As the dust settles, investors are left pondering—does Big Tech still hold its magic? Who stole the show? And is the AI boom still the golden ticket in today’s market? Let’s dive into the earnings wrap-up, unpack the surprises, and see if AI remains the unstoppable force driving stocks higher. Earnings Scorecard: Hits and Misses The Mag 7—Apple, Microsoft, Alphabet","text":"The Magnificent Seven (Mag 7) earnings season is nearing its close, with only Nvidia yet to step up to the plate. This quarter delivered a rollercoaster of results: four of these tech titans rallied after their reports, while Tesla and Amazon hit speed bumps. Apple surprised with a beat-and-raise performance, powered by early iPhone purchases amid tariff threats, while Amazon’s stock slid 7% as AWS growth paled against rivals. As the dust settles, investors are left pondering—does Big Tech still hold its magic? Who stole the show? And is the AI boom still the golden ticket in today’s market? Let’s dive into the earnings wrap-up, unpack the surprises, and see if AI remains the unstoppable force driving stocks higher. Earnings Scorecard: Hits and Misses The Mag 7—Apple, Microsoft, Alphabet","images":[{"img":"https://community-static.tradeup.com/news/07abace5d8d8d4bd05611a216dfea8e0","width":"1368","height":"846"},{"img":"https://community-static.tradeup.com/news/deabd011557da7cf1d2b08b7ae07053a","width":"1200","height":"900"},{"img":"https://community-static.tradeup.com/news/8832661195d446d7eccd19031e38b2ee","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/462916946989616","isVote":1,"tweetType":1,"viewCount":1609,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011022","authorId":"10000000000011022","name":"Maurice Bertie","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011022","idStr":"10000000000011022"},"content":"AI’s maturing. Microsoft/Meta prove it works,still betting big here.","text":"AI’s maturing. Microsoft/Meta prove it works,still betting big here.","html":"AI’s maturing. Microsoft/Meta prove it works,still betting big here."},{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"Apple’s win, Tesla’s flop—AI’s real, but pick winners. Waiting on Nvidia!","text":"Apple’s win, Tesla’s flop—AI’s real, but pick winners. Waiting on Nvidia!","html":"Apple’s win, Tesla’s flop—AI’s real, but pick winners. Waiting on Nvidia!"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":462943517933664,"gmtCreate":1754042363702,"gmtModify":1754044368510,"author":{"id":"10000000000010961","authorId":"10000000000010961","name":"Tiger_Contra","avatar":"https://static.tigerbbs.com/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010961","idStr":"10000000000010961"},"themes":[],"title":"💰 NEW ALPHA|Eyeing Potential Gains: VRT/AMSC/ALNT","htmlText":"💰 As July closes, U.S. stocks have seen a high-level correction, yet the momentum in CapEx remains strong.💹 <a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a>/<a href=\"https://ttm.financial/S/AMSC\">$American Superconductor(AMSC)$</a>/<a href=\"https://ttm.financial/S/ALNT\">$Allient Inc.(ALNT)$</a>: Poised to fully benefit from this wave of CapEx prosperity.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.<a href=\"https://ttm.financial/TW/367769452580952\" target=\"_blank\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a>","listText":"💰 As July closes, U.S. stocks have seen a high-level correction, yet the momentum in CapEx remains strong.💹 <a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a>/<a href=\"https://ttm.financial/S/AMSC\">$American Superconductor(AMSC)$</a>/<a href=\"https://ttm.financial/S/ALNT\">$Allient Inc.(ALNT)$</a>: Poised to fully benefit from this wave of CapEx prosperity.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.<a href=\"https://ttm.financial/TW/367769452580952\" target=\"_blank\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a>","text":"💰 As July closes, U.S. stocks have seen a high-level correction, yet the momentum in CapEx remains strong.💹 $Vertiv Holdings LLC(VRT)$/$American Superconductor(AMSC)$/$Allient Inc.(ALNT)$: Poised to fully benefit from this wave of CapEx prosperity.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉","images":[{"img":"https://community-static.tradeup.com/news/2807447337b6aa8b23fa9f3efe23f9d9"},{"img":"https://community-static.tradeup.com/news/69a59e3f45b19b6d0efaa270c5763d5b"},{"img":"https://community-static.tradeup.com/news/1eabf08d6628ee1b48288efd70228825"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":21,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/462943517933664","isVote":1,"tweetType":1,"viewCount":13084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":464082422596240,"gmtCreate":1754326696146,"gmtModify":1754326709863,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 🎯📉📦 Is Amazon Breaking the Trend or Building the Spring? 📦📉🎯 I’m fully convinced this $AMZN setup is the most misunderstood trade in the MAG7 right now; while every other name is flashing green, Amazon’s red candle is baiting the impatient. Beneath that dip is a precision unwind, coiled, not crumbling. Today, Amazon is down over $3 or 1.4%, while $QQQ, $NVDA, $TSLA, $AAPL, $GOOGL, $META, and $MSFT all post gains. But look closer: $META racked up +$19.86M in call premium, $GOOGL +$8.36M, $MSFT +$5.65M, and $AAPL +$2.71M. Amazon? It’s the outlier, with $6.06M in calls sold and $4.10M in puts bought; a net bearish lean that flips the drift negative. That’s not collapse. That’s short-term sentiment shakeout, not long-term thesis bre","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> 🎯📉📦 Is Amazon Breaking the Trend or Building the Spring? 📦📉🎯 I’m fully convinced this $AMZN setup is the most misunderstood trade in the MAG7 right now; while every other name is flashing green, Amazon’s red candle is baiting the impatient. Beneath that dip is a precision unwind, coiled, not crumbling. Today, Amazon is down over $3 or 1.4%, while $QQQ, $NVDA, $TSLA, $AAPL, $GOOGL, $META, and $MSFT all post gains. But look closer: $META racked up +$19.86M in call premium, $GOOGL +$8.36M, $MSFT +$5.65M, and $AAPL +$2.71M. Amazon? It’s the outlier, with $6.06M in calls sold and $4.10M in puts bought; a net bearish lean that flips the drift negative. That’s not collapse. That’s short-term sentiment shakeout, not long-term thesis bre","text":"$Amazon.com(AMZN)$ 🎯📉📦 Is Amazon Breaking the Trend or Building the Spring? 📦📉🎯 I’m fully convinced this $AMZN setup is the most misunderstood trade in the MAG7 right now; while every other name is flashing green, Amazon’s red candle is baiting the impatient. Beneath that dip is a precision unwind, coiled, not crumbling. Today, Amazon is down over $3 or 1.4%, while $QQQ, $NVDA, $TSLA, $AAPL, $GOOGL, $META, and $MSFT all post gains. But look closer: $META racked up +$19.86M in call premium, $GOOGL +$8.36M, $MSFT +$5.65M, and $AAPL +$2.71M. Amazon? It’s the outlier, with $6.06M in calls sold and $4.10M in puts bought; a net bearish lean that flips the drift negative. That’s not collapse. That’s short-term sentiment shakeout, not long-term thesis bre","images":[{"img":"https://community-static.tradeup.com/news/c65018733ec05b665d8f097e20b4964a","width":"1473","height":"864"},{"img":"https://community-static.tradeup.com/news/704ea32ebffb2cd9b544fa1156240b59","width":"1473","height":"1044"},{"img":"https://community-static.tradeup.com/news/0d6206ae10ead0f143bba8aeec9bf6a9","width":"1472","height":"554"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":7,"repostSize":8,"link":"https://ttm.financial/post/464082422596240","isVote":1,"tweetType":1,"viewCount":2014,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"📘📉I’m watching this kind of drift vs premium divergence really closely. You don’t often see a clean $6M unwind like that without a larger accumulation plan behind it. Especially with that $GOOGL comp, which honestly shows how underpriced $AMZN’s upside still is. Really sharp read on the 4H compression too. Classic volatility reset behavior.","text":"📘📉I’m watching this kind of drift vs premium divergence really closely. You don’t often see a clean $6M unwind like that without a larger accumulation plan behind it. Especially with that $GOOGL comp, which honestly shows how underpriced $AMZN’s upside still is. Really sharp read on the 4H compression too. Classic volatility reset behavior.","html":"📘📉I’m watching this kind of drift vs premium divergence really closely. You don’t often see a clean $6M unwind like that without a larger accumulation plan behind it. Especially with that $GOOGL comp, which honestly shows how underpriced $AMZN’s upside still is. Really sharp read on the 4H compression too. Classic volatility reset behavior."},{"author":{"id":"4196852324520332","authorId":"4196852324520332","name":"如果还是如果","avatar":"https://community-static.tradeup.com/news/1315e6bfb7ffd7edb6291c869721b9a1","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4196852324520332","idStr":"4196852324520332"},"content":"To be honest, I have been following you for a few days. Regarding your post, I still don't know whether a stock is rising or falling?","text":"To be honest, I have been following you for a few days. Regarding your post, I still don't know whether a stock is rising or falling?","html":"To be honest, I have been following you for a few days. Regarding your post, I still don't know whether a stock is rising or falling?"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":461367672591144,"gmtCreate":1753675742024,"gmtModify":1753677209197,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"Apple vs. Amazon: Will Their 8-Quarter EPS Streak Continue in Q3 2025?","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Apple and Amazon <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , two titans of the tech industry, are gearing up to release their Q3 2025 earnings on July 31, 2025. Both companies have maintained an impressive streak of beating earnings per share (EPS) estimates for eight consecutive quarters, with Apple surpassing revenue expectations in seven of those and Amazon matching that feat. As investors eagerly await the upcoming reports, the question looms: can they extend their winning streaks, and which company is poised to shine brighter this quarter? More importantly, whose long-term growth story holds the most promise? This analysis dives into the latest expectations, key growth drivers, and potential challenges for bo","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Apple and Amazon <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> , two titans of the tech industry, are gearing up to release their Q3 2025 earnings on July 31, 2025. Both companies have maintained an impressive streak of beating earnings per share (EPS) estimates for eight consecutive quarters, with Apple surpassing revenue expectations in seven of those and Amazon matching that feat. As investors eagerly await the upcoming reports, the question looms: can they extend their winning streaks, and which company is poised to shine brighter this quarter? More importantly, whose long-term growth story holds the most promise? This analysis dives into the latest expectations, key growth drivers, and potential challenges for bo","text":"$Apple(AAPL)$ Apple and Amazon $Amazon.com(AMZN)$ , two titans of the tech industry, are gearing up to release their Q3 2025 earnings on July 31, 2025. Both companies have maintained an impressive streak of beating earnings per share (EPS) estimates for eight consecutive quarters, with Apple surpassing revenue expectations in seven of those and Amazon matching that feat. As investors eagerly await the upcoming reports, the question looms: can they extend their winning streaks, and which company is poised to shine brighter this quarter? More importantly, whose long-term growth story holds the most promise? This analysis dives into the latest expectations, key growth drivers, and potential challenges for bo","images":[{"img":"https://community-static.tradeup.com/news/10397ac95e506ccf55f33fc6a80a4dd6","width":"1200","height":"630"},{"img":"https://community-static.tradeup.com/news/8bc3b2b286d3f6554b2f013f0caf96cd","width":"1024","height":"683"},{"img":"https://community-static.tradeup.com/news/433099246041c70df9ccb7f3585f2b48","width":"1039","height":"241"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":5,"repostSize":3,"link":"https://ttm.financial/post/461367672591144","isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3574752437126777","idStr":"3574752437126777"},"content":"Great Insight & Sharing 😊 Seem it's Amazon a better runner 😁 @JC888 @Barcode @Shyon @Shernice軒嬣 2000 @koolgal","text":"Great Insight & Sharing 😊 Seem it's Amazon a better runner 😁 @JC888 @Barcode @Shyon @Shernice軒嬣 2000 @koolgal","html":"Great Insight & Sharing 😊 Seem it's Amazon a better runner 😁 @JC888 @Barcode @Shyon @Shernice軒嬣 2000 @koolgal"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"I think Apple is heading to 220+ next week!!!","text":"I think Apple is heading to 220+ next week!!!","html":"I think Apple is heading to 220+ next week!!!"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":463917674438752,"gmtCreate":1754280194880,"gmtModify":1754280249609,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"Techs-Review: Is Techs On A Top?","htmlText":"Over the past few weeks, the market has oscillated between \"soft landing\" and \"policy inflection point\".Has the tech sector, one of the biggest winners so far this year, reached the end of its valuation expansion?Especially after the outrageous non-farm payrolls data on August 1 (July current period, and May-June revisions) brought a hint of \"recession\" expectations to the market, have tech stocks peaked?Interest rates and growth expectations double suppression, TMT volatility riseGoldman Sachs pointed out that the current technology sector is still significantly constrained by interest rate volatility.In particular, in the context of the Federal Reserve officials on the path of interest rate cuts during the year there is disagreement, 10-year U.S. bond yields rise slightly enough to trigg","listText":"Over the past few weeks, the market has oscillated between \"soft landing\" and \"policy inflection point\".Has the tech sector, one of the biggest winners so far this year, reached the end of its valuation expansion?Especially after the outrageous non-farm payrolls data on August 1 (July current period, and May-June revisions) brought a hint of \"recession\" expectations to the market, have tech stocks peaked?Interest rates and growth expectations double suppression, TMT volatility riseGoldman Sachs pointed out that the current technology sector is still significantly constrained by interest rate volatility.In particular, in the context of the Federal Reserve officials on the path of interest rate cuts during the year there is disagreement, 10-year U.S. bond yields rise slightly enough to trigg","text":"Over the past few weeks, the market has oscillated between \"soft landing\" and \"policy inflection point\".Has the tech sector, one of the biggest winners so far this year, reached the end of its valuation expansion?Especially after the outrageous non-farm payrolls data on August 1 (July current period, and May-June revisions) brought a hint of \"recession\" expectations to the market, have tech stocks peaked?Interest rates and growth expectations double suppression, TMT volatility riseGoldman Sachs pointed out that the current technology sector is still significantly constrained by interest rate volatility.In particular, in the context of the Federal Reserve officials on the path of interest rate cuts during the year there is disagreement, 10-year U.S. bond yields rise slightly enough to trigg","images":[{"img":"https://static.tigerbbs.com/d8ac10509f81749aa64d4877d6ee1dbf"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":46,"commentSize":2,"repostSize":2,"link":"https://ttm.financial/post/463917674438752","isVote":1,"tweetType":1,"viewCount":4304,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Fear not. META will surpass 1000 by October….","text":"Fear not. META will surpass 1000 by October….","html":"Fear not. META will surpass 1000 by October…."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":461447705579944,"gmtCreate":1753667254742,"gmtModify":1753674492850,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"htmlText":"Apple Earnings Preview: Can Services Growth Offset iPhone and Tariff Concerns? <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;, the global consumer electronics leader, is scheduled to report its Fiscal Year 2025 Third Quarter (FY25 Q3) financial results after the market closes this Thursday. Core Financial Indicators ~Revenue: The market consensus for revenue is $88.96 billion, representing a 3.7% year-over-year (YoY) increase. This aligns with Apple's guidance from the last quarter for low-to-mid single-digit revenue growth. ~Gross Margin: Apple's guidance from the previous quarter projected a gross margin between 45.5% and 46.5%, which includes a $900 million impact from tariff-related costs. ~EPS: The consensus estimate for Earnings P","listText":"Apple Earnings Preview: Can Services Growth Offset iPhone and Tariff Concerns? <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp;, the global consumer electronics leader, is scheduled to report its Fiscal Year 2025 Third Quarter (FY25 Q3) financial results after the market closes this Thursday. Core Financial Indicators ~Revenue: The market consensus for revenue is $88.96 billion, representing a 3.7% year-over-year (YoY) increase. This aligns with Apple's guidance from the last quarter for low-to-mid single-digit revenue growth. ~Gross Margin: Apple's guidance from the previous quarter projected a gross margin between 45.5% and 46.5%, which includes a $900 million impact from tariff-related costs. ~EPS: The consensus estimate for Earnings P","text":"Apple Earnings Preview: Can Services Growth Offset iPhone and Tariff Concerns? $Apple(AAPL)$ , the global consumer electronics leader, is scheduled to report its Fiscal Year 2025 Third Quarter (FY25 Q3) financial results after the market closes this Thursday. Core Financial Indicators ~Revenue: The market consensus for revenue is $88.96 billion, representing a 3.7% year-over-year (YoY) increase. This aligns with Apple's guidance from the last quarter for low-to-mid single-digit revenue growth. ~Gross Margin: Apple's guidance from the previous quarter projected a gross margin between 45.5% and 46.5%, which includes a $900 million impact from tariff-related costs. ~EPS: The consensus estimate for Earnings P","images":[{"img":"https://community-static.tradeup.com/news/07e549d8c625e8661e43dbab2203e259","width":"1080","height":"1589"},{"img":"https://community-static.tradeup.com/news/74e1234fe6d62fbb85c37535ce758c18","width":"4320","height":"2424"},{"img":"https://community-static.tradeup.com/news/0e638221956f19141e1cb6263d6f7a14","width":"1080","height":"751"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":77,"commentSize":4,"repostSize":6,"link":"https://ttm.financial/post/461447705579944","isVote":1,"tweetType":1,"viewCount":1868,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011020","authorId":"10000000000011020","name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011020","idStr":"10000000000011020"},"content":"If appl gets to 250 I can retire w $6,000,000 in apple stock","text":"If appl gets to 250 I can retire w $6,000,000 in apple stock","html":"If appl gets to 250 I can retire w $6,000,000 in apple stock"},{"author":{"id":"10000000000011022","authorId":"10000000000011022","name":"Maurice Bertie","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011022","idStr":"10000000000011022"},"content":"waiting for earnings. After earnings we will go either up or below. My bet is we go up.","text":"waiting for earnings. After earnings we will go either up or below. My bet is we go up.","html":"waiting for earnings. After earnings we will go either up or below. My bet is we go up."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":462916125745776,"gmtCreate":1754046415386,"gmtModify":1754297402561,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"htmlText":"As I reflect on the Mag 7 Earnings Wrap-up titled \"Is AI Boom Still Driving the Market?\", I find myself intrigued by the performance of Big Tech this season. With earnings nearly complete and only Nvidia&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; left to report, the mixed results among the Magnificent 7 paint an interesting picture. Four companies rallied after their reports, which is encouraging, while Tesla&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; and Amazon <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;stumbled, showing some vulnerability in the sector.&nbsp; I was particularly surprised by Apple's&nbsp;","listText":"As I reflect on the Mag 7 Earnings Wrap-up titled \"Is AI Boom Still Driving the Market?\", I find myself intrigued by the performance of Big Tech this season. With earnings nearly complete and only Nvidia&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; left to report, the mixed results among the Magnificent 7 paint an interesting picture. Four companies rallied after their reports, which is encouraging, while Tesla&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; and Amazon <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;stumbled, showing some vulnerability in the sector.&nbsp; I was particularly surprised by Apple's&nbsp;","text":"As I reflect on the Mag 7 Earnings Wrap-up titled \"Is AI Boom Still Driving the Market?\", I find myself intrigued by the performance of Big Tech this season. With earnings nearly complete and only Nvidia $NVIDIA Corp(NVDA)$ left to report, the mixed results among the Magnificent 7 paint an interesting picture. Four companies rallied after their reports, which is encouraging, while Tesla $Tesla Motors(TSLA)$ and Amazon $Amazon.com(AMZN)$ stumbled, showing some vulnerability in the sector. I was particularly surprised by Apple's","images":[{"img":"https://community-static.tradeup.com/news/059a499733d77291f319fc90f19204ed","width":"933","height":"456"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":39,"commentSize":10,"repostSize":8,"link":"https://ttm.financial/post/462916125745776","isVote":1,"tweetType":1,"viewCount":2180,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"If Apple buys an AI company or announce major news on that it can go up 10% in one day! STRONG BUY!","text":"If Apple buys an AI company or announce major news on that it can go up 10% in one day! STRONG BUY!","html":"If Apple buys an AI company or announce major news on that it can go up 10% in one day! STRONG BUY!"},{"author":{"id":"3527667612229510","authorId":"3527667612229510","name":"William85","avatar":"https://static.tigerbbs.com/524c2b779d765172bbfd2b18e3de63d9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667612229510","idStr":"3527667612229510"},"content":"It's great to see your optimism, especially with Apple's strong performance.","text":"It's great to see your optimism, especially with Apple's strong performance.","html":"It's great to see your optimism, especially with Apple's strong performance."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":461768495444760,"gmtCreate":1753754731084,"gmtModify":1753780068692,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"Beating the Odds: Can Apple and Amazon Extend Their EPS Legacy?","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> Introduction: A Streak That Defines Dominance As the July 2025 earnings season hits full stride, two of the most iconic names in the S&amp;P 500—Apple and Amazon—are once again center stage. Both companies are coming off an impressive run, having beaten consensus EPS estimates for eight consecutive quarters. Their streaks, a rarity even among blue-chip giants, have not only buoyed investor confidence but also reinforced the notion that these tech juggernauts have evolved into durable cash machines, even amid economic uncertainty and shifting consumption patterns. Now, with Apple set to report after the bell on Thursday and Amazon following closely behind, the stakes are hi","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> Introduction: A Streak That Defines Dominance As the July 2025 earnings season hits full stride, two of the most iconic names in the S&amp;P 500—Apple and Amazon—are once again center stage. Both companies are coming off an impressive run, having beaten consensus EPS estimates for eight consecutive quarters. Their streaks, a rarity even among blue-chip giants, have not only buoyed investor confidence but also reinforced the notion that these tech juggernauts have evolved into durable cash machines, even amid economic uncertainty and shifting consumption patterns. Now, with Apple set to report after the bell on Thursday and Amazon following closely behind, the stakes are hi","text":"$Apple(AAPL)$ $Amazon.com(AMZN)$ Introduction: A Streak That Defines Dominance As the July 2025 earnings season hits full stride, two of the most iconic names in the S&P 500—Apple and Amazon—are once again center stage. Both companies are coming off an impressive run, having beaten consensus EPS estimates for eight consecutive quarters. Their streaks, a rarity even among blue-chip giants, have not only buoyed investor confidence but also reinforced the notion that these tech juggernauts have evolved into durable cash machines, even amid economic uncertainty and shifting consumption patterns. Now, with Apple set to report after the bell on Thursday and Amazon following closely behind, the stakes are hi","images":[{"img":"https://community-static.tradeup.com/news/de47855851e4fa4289050b8749ca1fb0","width":"699","height":"370"},{"img":"https://community-static.tradeup.com/news/9e74f3f2ba0d583243685d1016a0d95e","width":"877","height":"506"},{"img":"https://community-static.tradeup.com/news/371739a0c8eb1a2623d80c920301be06","width":"875","height":"506"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":2,"repostSize":3,"link":"https://ttm.financial/post/461768495444760","isVote":1,"tweetType":1,"viewCount":1594,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011856","idStr":"10000000000011856"},"content":"Great insights! I'm excited to see the earnings!","text":"Great insights! I'm excited to see the earnings!","html":"Great insights! I'm excited to see the earnings!"}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":461354790510632,"gmtCreate":1753638802186,"gmtModify":1753677487811,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/FXI\">$iShares China Large-Cap ETF(FXI)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> 🚨💥 Global Markets Just Got a Shockwave: I’m Positioning for Asymmetric Alpha 💥🚨 I’m convinced we’ve just entered one of the most pivotal weeks of the quarter, possibly the year, and I’m not sitting on the sidelines. This isn’t just about earnings. It’s about the convergence of economic inflection points, global trade pivots, and escalating capital flow rotations into semis, AI, and China-exposed equities. The setup across $SPY, $FXI, and the major mega caps reporting this week is unprecedented. 📊 This week’s catalyst overload is no coincidence; it’s by design. Between now and Friday,","listText":"<a href=\"https://ttm.financial/S/FXI\">$iShares China Large-Cap ETF(FXI)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/SPY\">$SPDR S&amp;P 500 ETF Trust(SPY)$</a> 🚨💥 Global Markets Just Got a Shockwave: I’m Positioning for Asymmetric Alpha 💥🚨 I’m convinced we’ve just entered one of the most pivotal weeks of the quarter, possibly the year, and I’m not sitting on the sidelines. This isn’t just about earnings. It’s about the convergence of economic inflection points, global trade pivots, and escalating capital flow rotations into semis, AI, and China-exposed equities. The setup across $SPY, $FXI, and the major mega caps reporting this week is unprecedented. 📊 This week’s catalyst overload is no coincidence; it’s by design. Between now and Friday,","text":"$iShares China Large-Cap ETF(FXI)$ $Apple(AAPL)$ $SPDR S&P 500 ETF Trust(SPY)$ 🚨💥 Global Markets Just Got a Shockwave: I’m Positioning for Asymmetric Alpha 💥🚨 I’m convinced we’ve just entered one of the most pivotal weeks of the quarter, possibly the year, and I’m not sitting on the sidelines. This isn’t just about earnings. It’s about the convergence of economic inflection points, global trade pivots, and escalating capital flow rotations into semis, AI, and China-exposed equities. The setup across $SPY, $FXI, and the major mega caps reporting this week is unprecedented. 📊 This week’s catalyst overload is no coincidence; it’s by design. Between now and Friday,","images":[{"img":"https://community-static.tradeup.com/news/d9c9f3e0123d628094a9a3a3312fb325","width":"1473","height":"964"},{"img":"https://community-static.tradeup.com/news/dad6ee27455a01656c41a09236cf08da","width":"1472","height":"1069"},{"img":"https://community-static.tradeup.com/news/018526b6007dd215319b93d43f024b43","width":"1472","height":"1006"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":4,"repostSize":13,"link":"https://ttm.financial/post/461354790510632","isVote":1,"tweetType":1,"viewCount":1689,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4172287591330932","authorId":"4172287591330932","name":"Hen Solo","avatar":"https://community-static.tradeup.com/news/e8f9d57b757c07c87986ef8a0be25085","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4172287591330932","idStr":"4172287591330932"},"content":"That $MSTR call is interesting, especially with BTC reclaiming momentum. I wouldn’t be shocked if it front-runs tech earnings sentiment and catches a breakout before the others even report.","text":"That $MSTR call is interesting, especially with BTC reclaiming momentum. I wouldn’t be shocked if it front-runs tech earnings sentiment and catches a breakout before the others even report.","html":"That $MSTR call is interesting, especially with BTC reclaiming momentum. I wouldn’t be shocked if it front-runs tech earnings sentiment and catches a breakout before the others even report."},{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4186117467483482","idStr":"4186117467483482"},"content":"I’ve been watching FXI closely too and that call-to-put ratio you flagged is wild. The geopolitical tailwind from the Trump–EU energy deal might be exactly the kind of setup smart money’s been waiting for.","text":"I’ve been watching FXI closely too and that call-to-put ratio you flagged is wild. The geopolitical tailwind from the Trump–EU energy deal might be exactly the kind of setup smart money’s been waiting for.","html":"I’ve been watching FXI closely too and that call-to-put ratio you flagged is wild. The geopolitical tailwind from the Trump–EU energy deal might be exactly the kind of setup smart money’s been waiting for."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":465580198711664,"gmtCreate":1754676266693,"gmtModify":1754676287595,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 🚀📈🤖 AI Ad Surge Winners Are Building Multi-Quarter Momentum While Ad Spend Laggards Slip Into a Credibility Reset 🤖📈🚀 This quarter’s tech earnings made the split clear: companies embedding AI deep into their ad engines are extending their lead, while those missing the execution window are facing aggressive repricing. I’m positioning with the structural winners and steering clear of the names still trying to find their footing. 🏆 AI Ad Boom Winners $META, $GOOGL, and $RDDT have moved beyond testing AI features; they’re using it to scale targeting precision, boost engagement, and extract more revenue pe","listText":"<a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$</a> <a href=\"https://ttm.financial/S/RDDT\">$Reddit(RDDT)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 🚀📈🤖 AI Ad Surge Winners Are Building Multi-Quarter Momentum While Ad Spend Laggards Slip Into a Credibility Reset 🤖📈🚀 This quarter’s tech earnings made the split clear: companies embedding AI deep into their ad engines are extending their lead, while those missing the execution window are facing aggressive repricing. I’m positioning with the structural winners and steering clear of the names still trying to find their footing. 🏆 AI Ad Boom Winners $META, $GOOGL, and $RDDT have moved beyond testing AI features; they’re using it to scale targeting precision, boost engagement, and extract more revenue pe","text":"$Alphabet(GOOGL)$ $Reddit(RDDT)$ $Meta Platforms, Inc.(META)$ 🚀📈🤖 AI Ad Surge Winners Are Building Multi-Quarter Momentum While Ad Spend Laggards Slip Into a Credibility Reset 🤖📈🚀 This quarter’s tech earnings made the split clear: companies embedding AI deep into their ad engines are extending their lead, while those missing the execution window are facing aggressive repricing. I’m positioning with the structural winners and steering clear of the names still trying to find their footing. 🏆 AI Ad Boom Winners $META, $GOOGL, and $RDDT have moved beyond testing AI features; they’re using it to scale targeting precision, boost engagement, and extract more revenue pe","images":[{"img":"https://community-static.tradeup.com/news/7b3ac1d66f42eb85d31f1c20c8fe6133","width":"1617","height":"1476"},{"img":"https://community-static.tradeup.com/news/6b3a5581439faa2d0f663e37eae33e49","width":"1472","height":"933"},{"img":"https://community-static.tradeup.com/news/5d81b53e74378b7b495cde7533e48aab","width":"1920","height":"1790"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":7,"link":"https://ttm.financial/post/465580198711664","isVote":1,"tweetType":1,"viewCount":1703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":461751986151864,"gmtCreate":1753751068302,"gmtModify":1753763424713,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4186204260634262","idStr":"4186204260634262"},"themes":[],"htmlText":"⚡️8 Straight EPS Beats: Can Apple 🍎 &amp; Amazon 🛒 Keep the Streak Alive? Two tech giants. Eight consecutive quarters of EPS outperformance. And now — two very different stories heading into earnings. 📈 $AAPL$ and $AMZN$ have both crushed Wall Street expectations quarter after quarter. But with rising rates, AI competition, and shifting consumer behavior, the question is clear: 👉 Can the streak continue — or are cracks starting to form beneath the surface? Let’s break down what’s priced in, what’s at risk, and who’s better positioned post-earnings. 🍎 Apple: Services Boom or Hardware Plateau? $AAPL$ heads into Q3 earnings with strong tailwinds from Services, but growing questions about iPhone growth and China exposure. 📊 Consensus estimates: EPS: $1.43 Revenue: $88.96B ✅ 7 out of the last 8","listText":"⚡️8 Straight EPS Beats: Can Apple 🍎 &amp; Amazon 🛒 Keep the Streak Alive? Two tech giants. Eight consecutive quarters of EPS outperformance. And now — two very different stories heading into earnings. 📈 $AAPL$ and $AMZN$ have both crushed Wall Street expectations quarter after quarter. But with rising rates, AI competition, and shifting consumer behavior, the question is clear: 👉 Can the streak continue — or are cracks starting to form beneath the surface? Let’s break down what’s priced in, what’s at risk, and who’s better positioned post-earnings. 🍎 Apple: Services Boom or Hardware Plateau? $AAPL$ heads into Q3 earnings with strong tailwinds from Services, but growing questions about iPhone growth and China exposure. 📊 Consensus estimates: EPS: $1.43 Revenue: $88.96B ✅ 7 out of the last 8","text":"⚡️8 Straight EPS Beats: Can Apple 🍎 & Amazon 🛒 Keep the Streak Alive? Two tech giants. Eight consecutive quarters of EPS outperformance. And now — two very different stories heading into earnings. 📈 $AAPL$ and $AMZN$ have both crushed Wall Street expectations quarter after quarter. But with rising rates, AI competition, and shifting consumer behavior, the question is clear: 👉 Can the streak continue — or are cracks starting to form beneath the surface? Let’s break down what’s priced in, what’s at risk, and who’s better positioned post-earnings. 🍎 Apple: Services Boom or Hardware Plateau? $AAPL$ heads into Q3 earnings with strong tailwinds from Services, but growing questions about iPhone growth and China exposure. 📊 Consensus estimates: EPS: $1.43 Revenue: $88.96B ✅ 7 out of the last 8","images":[{"img":"https://community-static.tradeup.com/news/706d1d515f12ad62a166dc7c49657575","width":"1024","height":"1536"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/461751986151864","isVote":1,"tweetType":1,"viewCount":1402,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000695","authorId":"9000000000000695","name":"BaronLyly","avatar":"https://static.tigerbbs.com/2002537f0b7be973a9a9a72fea618459","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000695","idStr":"9000000000000695"},"content":"Wow, fascinating analysis on these giants! [Wow]","text":"Wow, fascinating analysis on these giants! [Wow]","html":"Wow, fascinating analysis on these giants! [Wow]"},{"author":{"id":"4136897647765072","authorId":"4136897647765072","name":"SuperDuper1","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4136897647765072","idStr":"4136897647765072"},"content":"Good summary n analysis","text":"Good summary n analysis","html":"Good summary n analysis"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":463602483306728,"gmtCreate":1754213913757,"gmtModify":1754282402674,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 🤖🧠📉&nbsp;AI isn’t replacing humans, it’s replacing inefficiency&nbsp;📈⚡️🕒 I’m fully convinced that anyone still treating AI like a novelty rather than a necessity is sleepwalking into irrelevance. Let’s cut to the data. One of the visuals compares time-to-complete tasks with and without generative AI; the difference is astonishing. Writing drops from 80 minutes to 25. Programming collapses from 129 to 33. Even complex problem-solving, time management, and judgment-based roles see massive compression. AI isn’t just a tool, it’s a time-bending force multiplier. But raw speed is only one part of","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> 🤖🧠📉&nbsp;AI isn’t replacing humans, it’s replacing inefficiency&nbsp;📈⚡️🕒 I’m fully convinced that anyone still treating AI like a novelty rather than a necessity is sleepwalking into irrelevance. Let’s cut to the data. One of the visuals compares time-to-complete tasks with and without generative AI; the difference is astonishing. Writing drops from 80 minutes to 25. Programming collapses from 129 to 33. Even complex problem-solving, time management, and judgment-based roles see massive compression. AI isn’t just a tool, it’s a time-bending force multiplier. But raw speed is only one part of","text":"$Tesla Motors(TSLA)$ $NVIDIA(NVDA)$ $Palantir Technologies Inc.(PLTR)$ 🤖🧠📉 AI isn’t replacing humans, it’s replacing inefficiency 📈⚡️🕒 I’m fully convinced that anyone still treating AI like a novelty rather than a necessity is sleepwalking into irrelevance. Let’s cut to the data. One of the visuals compares time-to-complete tasks with and without generative AI; the difference is astonishing. Writing drops from 80 minutes to 25. Programming collapses from 129 to 33. Even complex problem-solving, time management, and judgment-based roles see massive compression. AI isn’t just a tool, it’s a time-bending force multiplier. But raw speed is only one part of","images":[{"img":"https://community-static.tradeup.com/news/51884f8be4a89266eb1a6f9580386fce","width":"1472","height":"2481"},{"img":"https://community-static.tradeup.com/news/724ef163efbf8f1fc7587d384660539c","width":"1472","height":"1917"},{"img":"https://community-static.tradeup.com/news/3da5b3d33108262703bd50a2316eb6e6","width":"1920","height":"1392"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":16,"commentSize":12,"repostSize":16,"link":"https://ttm.financial/post/463602483306728","isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":451882891915752,"gmtCreate":1751348944473,"gmtModify":1751426890277,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3570103090255456","idStr":"3570103090255456"},"themes":[],"title":"AAPL chose GSAT is Elon Musk's Starlink loss.","htmlText":"A Good Mystery Novel. The relationship between <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> and Starlink is a complex saga of : Strategic rivalry. Missed partnerships. Ever evolving satellite connectivity strategies. The whole story is objectively summarized. Enjoy ! The Timeline Satellite Ambitions (2015–2022): Apple launched Project Eagle, an initiative to build its own satellite network, in partnership with <a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a>. Aim - to provide high-speed wireless internet directly to Apple devices, bypassing telecom providers. The project faced significant regulatory hurdles and risked alienating key telecom partners like AT&amp;T and Verizon. Ultimately, Apple shelved the project and opted for a more cautious approach. Musk’s August Propos","listText":"A Good Mystery Novel. The relationship between <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> and Starlink is a complex saga of : Strategic rivalry. Missed partnerships. Ever evolving satellite connectivity strategies. The whole story is objectively summarized. Enjoy ! The Timeline Satellite Ambitions (2015–2022): Apple launched Project Eagle, an initiative to build its own satellite network, in partnership with <a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a>. Aim - to provide high-speed wireless internet directly to Apple devices, bypassing telecom providers. The project faced significant regulatory hurdles and risked alienating key telecom partners like AT&amp;T and Verizon. Ultimately, Apple shelved the project and opted for a more cautious approach. Musk’s August Propos","text":"A Good Mystery Novel. The relationship between $Apple(AAPL)$ and Starlink is a complex saga of : Strategic rivalry. Missed partnerships. Ever evolving satellite connectivity strategies. The whole story is objectively summarized. Enjoy ! The Timeline Satellite Ambitions (2015–2022): Apple launched Project Eagle, an initiative to build its own satellite network, in partnership with $Boeing(BA)$. Aim - to provide high-speed wireless internet directly to Apple devices, bypassing telecom providers. The project faced significant regulatory hurdles and risked alienating key telecom partners like AT&T and Verizon. Ultimately, Apple shelved the project and opted for a more cautious approach. Musk’s August Propos","images":[{"img":"https://community-static.tradeup.com/news/e193064c4be571a2e7bc1e9fd737a812","width":"616","height":"367"},{"img":"https://community-static.tradeup.com/news/0331a9a2a0070b345cbe9b88a4f40d60","width":"956","height":"155"},{"img":"https://community-static.tradeup.com/news/7c84cc49f2ea663b8dd76be013369db1","width":"1281","height":"176"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":47,"commentSize":6,"repostSize":264,"link":"https://ttm.financial/post/451882891915752","isVote":1,"tweetType":1,"viewCount":7165,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011856","idStr":"10000000000011856"},"content":"Impressive deep dive. I’ll be watching how the FCC rules — if GSAT holds its ground, this could be a nice long-term defensive tech play.[Strong]","text":"Impressive deep dive. I’ll be watching how the FCC rules — if GSAT holds its ground, this could be a nice long-term defensive tech play.[Strong]","html":"Impressive deep dive. I’ll be watching how the FCC rules — if GSAT holds its ground, this could be a nice long-term defensive tech play.[Strong]"},{"author":{"id":"10000000000010970","authorId":"10000000000010970","name":"AL_Ishan","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010970","idStr":"10000000000010970"},"content":"This is wild. Elon really playing 4D chess while GSAT lowkey pumping. Might just YOLO a few calls and see what happens. 🚀","text":"This is wild. Elon really playing 4D chess while GSAT lowkey pumping. Might just YOLO a few calls and see what happens. 🚀","html":"This is wild. Elon really playing 4D chess while GSAT lowkey pumping. Might just YOLO a few calls and see what happens. 🚀"}],"imageCount":15,"langContent":"EN","totalScore":0},{"id":461610387255952,"gmtCreate":1753666123634,"gmtModify":1753674492902,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"htmlText":"I find the current earnings season quite telling, with the kickoff being far from optimistic. The fact that even earnings beats only lead to modest gains, while misses are punished heavily, suggests a cautious market sentiment. This trend is evident in the examples provided. I note with interest the case of Google <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, where despite beating expectations, the stock opened higher but ended the day up just 0.88 percent. The subsequent 8 percent drop after earnings, leading to a total decline of 14 percent over three trading days, is a stark reminder of market volatility. Similarly, TSMC's <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\">\n &lt;/\n</v-v>","listText":"I find the current earnings season quite telling, with the kickoff being far from optimistic. The fact that even earnings beats only lead to modest gains, while misses are punished heavily, suggests a cautious market sentiment. This trend is evident in the examples provided. I note with interest the case of Google <a href=\"https://ttm.financial/S/GOOGL\">$Alphabet(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;, where despite beating expectations, the stock opened higher but ended the day up just 0.88 percent. The subsequent 8 percent drop after earnings, leading to a total decline of 14 percent over three trading days, is a stark reminder of market volatility. Similarly, TSMC's <a href=\"https://ttm.financial/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$&nbsp;</a><v-v data-views=\"1\">\n &lt;/\n</v-v>","text":"I find the current earnings season quite telling, with the kickoff being far from optimistic. The fact that even earnings beats only lead to modest gains, while misses are punished heavily, suggests a cautious market sentiment. This trend is evident in the examples provided. I note with interest the case of Google $Alphabet(GOOGL)$ , where despite beating expectations, the stock opened higher but ended the day up just 0.88 percent. The subsequent 8 percent drop after earnings, leading to a total decline of 14 percent over three trading days, is a stark reminder of market volatility. Similarly, TSMC's $Taiwan Semiconductor Manufacturing(TSM)$ </","images":[{"img":"https://community-static.tradeup.com/news/2a119b241dde35562d1daa33ae49d556","width":"1260","height":"742"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":27,"commentSize":2,"repostSize":19,"link":"https://ttm.financial/post/461610387255952","isVote":1,"tweetType":1,"viewCount":1625,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000682","authorId":"9000000000000682","name":"BertScott","avatar":"https://static.tigerbbs.com/7abe9a5ceed1650d274c1ec776021cd1","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000682","idStr":"9000000000000682"},"content":"Cautious approach","text":"Cautious approach","html":"Cautious approach"}],"imageCount":2,"langContent":"EN","totalScore":0}]}