Which Big Tech is Your Pick After Earnings?

Six tech giants released their earnings this week. Thursday is no doubt a happy day for investors with Meta, Amazon significantly beating estimates and jumping in post market trading. AMD, Google and Apple, however, missed estimates. Microsoft fell after earnings beats. ---------------- Will bullish trend of Meta and Amazon continue? Which company is your top pick? Will you buy the dip after tech giants' decline?

Why Did Warren Buffett Reduce Apple's Stake?

What to Know: Warren Buffett recently sold a large stake in Apple $Apple(AAPL)$ in the first quarter of 2024. His Apple stake decreased from 906 million shares (as of the end of December 2023) to approximately 790 million shares (as of the end of March 2024), representing a decrease of nearly 13% in Apple stake. Despite the reduction, Apple remained Berkshire's largest holding as of the end of March 2024, and Buffett stated that Apple would likely remain Berkshire's largest holding at year-end.   Reason for Selling: Buffett sold Apple to mitigate a potentially higher tax bill, as he believes the US will increase taxes to fund the growing US fiscal deficit.  Conclusion: I don't believe Warren Buffett's decision was solely based on
Why Did Warren Buffett Reduce Apple's Stake?

Will Marvels save Disney, again?

$Walt Disney(DIS)$ in FY24 Q2 The jump and plunge of nearly 10% after earnings shows a loosening of the long side, related to the quality of its chips.DIS's actively traded chips are a mix of less risk-averse investors who think of it as a "blue chip" and more risk-averse investors who think of it as a "growth stock," which has led to a lot of volatility in the post-earnings market in recent times.Stop treating Disney like a growth stock. Since Bob Iger's return, cost-cutting and efficiency, especially for the streaming division, has been very determined. So Disney's overall revenue has been in the low single digits for three straight quarters, withThe trend of decline in the limited network, which has the highest share, is unchanged;Park revenues
Will Marvels save Disney, again?

Buy the fear in Apple.. too?

What happens to $Tesla Motors(TSLA)$ the other day, is gonna happen to $Apple(AAPL)$ .As the Q1 financial report was officially released, the excessive pessimism previously held by the market towards TSLA has been alleviated. TSLA's stock price soared from a low of just $140 to over $190, rebounding by more than 35% in just four days.The gross margin is not as pessimistic as the market had estimated, and Musk's cost management remains reliable;Actions such as layoffs to reduce operating expenses have also begun, and there is hope for an improvement in profit margins;The further advancement of FSD, with price increases in the North American region, and this is a business with a higher profit margin.These l
Buy the fear in Apple.. too?

BIG TECH WEEKLY | Why META down while GOOG up with same AI CapEx?

Big-Tech’s PerformanceRecent market volatility stems from two main factors:Tightening macro eviroment. inflationary pressures that have reduced expectations and pricing for interest rate cuts;Earnings season where U.S. companies are being scrutinized for their performance. Big tech stocks have also experienced significant volatility this week, Market consensus often swings to the extreme, META, GOOGL, and TSLA are all typical examples of sentiment-driven valuation returns.As of the close on April 25, influenced by the earnings season, the best and worst performers of the past week were, $Tesla Motors(TSLA)$ with a sentiment reversal of +13.51%, followed by $Apple(AAPL)$ , which was unaffected by earnings,
BIG TECH WEEKLY | Why META down while GOOG up with same AI CapEx?

Why Google's Surge is Not A Surprise?

Unlike $Meta Platforms, Inc.(META)$ ‘s huge plunge after its Q1 earnings, $Alphabet(GOOG)$ surged 12% following a same strong Q1 performance, with overall revenue growth beating and a new high in profit margins, and accelerated capital expenditure on AI. Google rolled out a major action of "$70 billion buyback + dividend," towards its shareholders, which not only boosted market confidence but also reversed the lack of confidence in Google since the previous quarter. $Alphabet(GOOGL)$ Investment HighlightsAll major businesses exceeded market expectations. Total revenue was $80.5 billion, a year-on-year increase of 15.4%, surpassing the market consensus of $79 bil
Why Google's Surge is Not A Surprise?

Why Google's Surge is Not A Surprise?

Unlike $Meta Platforms, Inc.(META)$ ‘s huge plunge after its Q1 earnings, $Alphabet(GOOG)$ surged 12% following a same strong Q1 performance, with overall revenue growth beating and a new high in profit margins, and accelerated capital expenditure on AI. Google rolled out a major action of "$70 billion buyback + dividend," towards its shareholders, which not only boosted market confidence but also reversed the lack of confidence in Google since the previous quarter. $Alphabet(GOOGL)$ Investment HighlightsAll major businesses exceeded market expectations. Total revenue was $80.5 billion, a year-on-year increase of 15.4%, surpassing the market consensus of $79 bil
Why Google's Surge is Not A Surprise?

Three Doubts on META and One Finite Reason For The Plunge

Two months ago, just because the financial report exceeded expectations, on the evening of April 24th, it immediately fell back to the starting line. Even though $Meta Platforms, Inc.(META)$ had a comprehensive Q1 financial report that exceeded expectations, it still plummeted by 18%. What exactly is the market dissatisfied with? Investment pointsDoubts about user base? User scale is the basis of advertising revenue for social media companies. The company announced that starting from Q1 24, it will no longer disclose operational indicators such as DAU/MAU/MAP/ARPU, and will instead focus on the changes in ad impressions, similar to how $Netflix(NFLX)$ stopped disclosing subscriber numbers from 2025 and in
Three Doubts on META and One Finite Reason For The Plunge
avatarSiasisi
03-22

Guess the winner,Earn Tiger Coins

Find out more here: Guess the winner,Earn Tiger Coins Come and participate in the“ Guess the winner,Earn Tiger Coins” event, find the trade master and invite friends to get up to 250 tiger coins.
Guess the winner,Earn Tiger Coins

Webinar: Can Disney rise above Netflix in the streaming wars?

Key Topics: - The shifting video streaming landscape: Advertising + live sports - Disney and Netflix soared over 20% year-to-date. Are the rallies sustainable? - Who are the potential winners and losers? Join us as we explore investment opportunities in video streaming stocks with James Ooi, Market Strategist at Tiger Brokers. Please click here to access the webinar on March 19th at 8 pm.
Webinar: Can Disney rise above Netflix in the streaming wars?
[Alphabet's AI problems: Stock falls 4%] The Investment Committee debate Alphabet's AI problems, the stock underperforming other AI stocks and is negative in 2024. $Alphabet(GOOG)$
avatarKYHBKO
02-15

What top investors like Buffet, Gates & Burry bought and sold in Q4/2023 - Latest 13F updates for top investors

What are the sales, purchases, and holdings of some of the greatest investors like Buffett, Li Lu & Burry? 13F is the record of investors’ filing to the SEC for their US-based equities. SEC Form 13F: What It Is, Filing Requirements, and Key Issues Here are some of my favorite investors with the likes of Li Lu, Michael Burry, Warren Buffet, & Charlie Munger. I have also added Bill & Melinda Gates as there are some interesting activities. 13F reflects the holdings and I have highlighted some of the interesting activities (sales & purchases). As these took place in Q4/2023, it cannot be a timely tool but it helps to identify concerns and opportunities seen by these great investors. Now. let us start with Mr Buffett (from Berkshire Hathaway). Warren Buffett - Berkshire Hathawa
What top investors like Buffet, Gates & Burry bought and sold in Q4/2023 - Latest 13F updates for top investors
avatarNgakehi
02-07
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Good best awesomely 
(Apple) is toothpaste, you only need it when your teeth need cleaning.
Whether or not$Meta Platforms, Inc.(META)$  share price will continue to rise is uncertain and depends on a variety of factors. Here's what I can tell you: Reasons for optimism: Recent strong performance: Meta's stock price has been on a tear in 2023 and early 2024, driven by positive earnings reports, cost control measures, and a recovering ad market. Dominant social media player: Meta still holds a dominant position in the social media landscape, with billions of users across Facebook, Instagram, and WhatsApp. Metaverse investment: The company's continued investment in the metaverse could lead to future growth opportunities, although this is still a speculative bet. Dividend initiation: Meta recently initiate
#tech #apple #google #amazon
avatarNAI500
02-06

Are Magnificent Seven Stocks In a Bubble?

图片The US stock market is still being led by those giant tech titans. So far this year, the top seven tech stocks in the US have raked in an 8% return, while the other 493 stocks in the $S&P 500(.SPX)$ are lagging behind at just 3%. But you know what they say, all good things must come to an end. Are these "Magnificent Seven" in a bubble? Can they keep leading the charge? It's one of the hottest topics among investors right now."Magnificent Seven" are $Apple(AAPL)$ $Amazon.com(AMZN)$ $Alphabet(GOOG)$ $Alphabet(GOOGL)$ $Meta Platforms, I
Are Magnificent Seven Stocks In a Bubble?
avatarYomanoj
02-06
I would go with apple #Wishmegoodluck $Apple(AAPL)$ 

"Tech Titans Prevail: Assessing Market Resilience"

Market Scenario Friday's session reflected a complex dynamic in the financial markets, marked by a combination of both positive and concerning factors. Current Dynamics: On one hand, the quarterly earnings results of technology giants such as $Apple(AAPL)$ , $Alphabet(GOOG)$ , $Amazon.com(AMZN)$ , $Meta Platforms, Inc.(META)$ , and $Microsoft(MSFT)$ exceeded expectations, bolstering investor confidence in the stability and future growth of these iconic companies. Tech This trend underscores the resilience of the technology sector, which continues to play a pivotal role in the gl
"Tech Titans Prevail: Assessing Market Resilience"

"Tech Titans Soar: Unveiling Market Momentum"

The $S&P 500(.SPX)$ achieving its seventh record close of the year and the $DJIA(.DJI)$ setting nine records in 2024 indicate the overall strength and positive trajectory of the broader market indices. Optimism - While hopes of a Fed rate cut in March may be fading, the positive week for Wall Street is reflective of optimism fueled by strong economic indicators and corporate earnings. This positive sentiment contrasts with the slightly downtrodden performance of European markets, influenced by disappointing results from large caps. Economic Strength and Positive Corporate Earnings The current market scenario is characterized by a confluence of positive factors that have propelled the markets to record
"Tech Titans Soar: Unveiling Market Momentum"