Big Tech Earnings: Who is the Winner Among Mag 7?

Amazon's Q3 profit far exceeded expectations, driven by accelerated cloud growth. The company indicated that capital expenditures may be higher next year, leading to a nearly 6% increase in after-hours trading. Both Microsoft and Meta dropped by 4% following their earnings reports. Although financial results met expectations, management indicated that upcoming AI spending would increase. ------------------- Will Amazon hit all-time-high this week? MSFT and META: Goog Buy or Good Bye After 6% Drop?

BIG TECH WEEKLY | All Eyes On NVDA Earnings' Surprise?

Big-Techโ€™s PerformanceThis week, the U.S. stock market saw-sawed against the "Trump 2.0" era, with digital currency concepts in particular, fluctuating wildly up and down.Technology companies also began to experience a lot of early expectations, including Tesla once surged to $340, once again among the U.S. stock "Top 6", and Nvidia is also hovering in the former high.At the same time, the U.S. dollar $Invesco DB US Dollar Index Bullish Fund(UUP)$ again extreme strength, non-U.S. currencies fell across the board, but also responded to the rise of risk aversion, the current market on the re-emergence of inflation, the suspension of interest rate cuts, the growing concern.By the close of trading on November 15, the big tech companies were mixed over
BIG TECH WEEKLY | All Eyes On NVDA Earnings' Surprise?
avatarDavidSG
11-02
$Amazon.com(AMZN)$  or $Alphabet(GOOG)$   Both will evolve to be the winner in this season!
It could be Google a prolific platform with dominance in most tech. 
avatarjayc
11-01
Expecting Amazon to make upside movement after their stellar earnings result, this result have given us which cloud providers is the winner, Google is Amazon closest rival, Microsoft still have some room to run. If we looked at how Amazon have moved after its earnings, it has come out of the lower band in supertrend, and if we could see Amazon clear $199 today (01 Nov) after its earnings result, we might be seeing a new price target at $206 to $208.

BIG TECH WEEKLY | Big-Techs' CapEx War, winner is Nvidia?

Big-Techโ€™s PerformanceWith the election approaching, and important events such as the jobs report and the interest rate meeting, the big tech-led market has also been at high levels and is not immune to more pullback pressure.Next week's election will determine the trend of some concept companies, the entire broad market volatility will not be small.By the close of November 1, Big Tech as a whole retreated over the past week with $Apple(AAPL)$ -2.02%, $NVIDIA Corp(NVDA)$ -5.45%, $Microsoft(MSFT)$ -4.33%, $Amazon.com(AMZN)$ +0.01%, $Alphabet(GOOG)$
BIG TECH WEEKLY | Big-Techs' CapEx War, winner is Nvidia?

How Amazon Improved Q3 Margin?

$Amazon.com(AMZN)$ reported earnings for 2024Q3, jumping more than 6% after hours after investors didn't count too much on higher capital spending amid overall revenue beat expectations, a big jump in profit, further cash flow consolidation and healthy guidance.As the last of the big tech companies to report this week, Amazon is more of an indicator of the strength of the economy through the activity of retail activity.In the "AI Race" unit, AWS performed moderately well, with neither the growth trends of $Alphabet(GOOG)$ nor the share concessions of $Microsoft(MSFT)$ , while margins improved dramatically (with a change in depreciation life);In the overall econom
How Amazon Improved Q3 Margin?

Option Strategies: .SPX, META& MSFT

Hello everyone! Today i want to share some trading strategies with you!1.Volatility is increasing before the election next week. Your best bet is to wait until next Thursday before considering a trade. This is when we'll see the next bigger trend in the market. Thank me later. Historically, November and December are the best months in the market. Be patient for now.2.TRADE PLAN for LOTTO Friday โœ… $.SPX(.SPX)$ dropped 110+ pts at the lows. SPX can test the previous all time high at 5670 before a bottom forms. 5670P can work under 5700 tomorrow $Microsoft(MSFT)$ under 406 can drop to 400,392. 400P is best under 406 tomorrow $Meta Platforms, Inc.(META)$ if it breaks
Option Strategies: .SPX, META& MSFT
Didn't I tell you it would be $Amazon.com(AMZN)$  ๐Ÿš€๐Ÿš€๐Ÿš€๐Ÿš€๐Ÿค‘๐Ÿค‘๐Ÿค‘๐Ÿค‘๐Ÿค‘

What's Apple's Surprise in Q4 Earnings?

$Apple(AAPL)$ Q3 earnings report, while a small beat, didn't surprise the market too much, dropping 1.8% after hours in a big pullback for the broader market as a whole, back to before last quarter's earnings report, which was almost a full quarter without too much volatility.I. Financial data performanceRevenue and ProfitTotal Revenue: Revenue for the quarter was $94.9 billion, an increase of 6.1% year-over-year, above market expectations of $94.36 billion.Gross Profit Margin: Gross profit margin was 46.2%, largely in line with market expectations, and the company had solid cost control.Net profit: After taking into account the US$10.2 billion EU back tax, net profit was US$14.74 billion, down 35.8% year-on-year; excluding the impact of back tax,
What's Apple's Surprise in Q4 Earnings?
avatarPatmos
11-01
Yes Amazon  & Apple stockS should be 20% higher 
Yes AMZN will save the week for Wall St at the end of today ๐Ÿš€๐Ÿš€๐Ÿš€๐Ÿš€๐Ÿค‘๐Ÿค‘๐Ÿค‘๐Ÿค‘
@nomadic_m sad. I should have sold $Microsoft(MSFT)$some yesterday that was the plan. But I was hestitate of earning. Well. I have learnt my lesson. I won a call big however; ๐Ÿ˜‡check it out $MSFT 20241101 440.0 CALL$ What did you buy? $MSFT 20241101 440.0 CALL$ 

$MSFT - Reversal at the Bollinger Band

$Microsoft(MSFT)$ - Reversal at the Bollinger Band:Even before ER, price came back to earth when the bearish candle moved to the Bollinger zone, and further continuation will occur tomorrow.The yellow area and blue arrow highlight the most likely gap, breaching the 20 moving average. This stock usually fills gaps๐Ÿ˜‰, but waiting for candle formation and oscillators by the close tomorrow is prudent.The decline is not technically surprising for $Meta Platforms, Inc.(META)$ , but for MSFT a potential bullish reversal is being invalidated.Image
$MSFT - Reversal at the Bollinger Band

MSFT Azure Quarterly YoY growth trends

Azure at a ~$66B run rate growing 34% constant currency (33% overall)They recently restated Azure, so some of the historical comparisons won't be apples to apples. PowerBI and EMS are no longer included in Azure which represented ~$20B of run rate last QQuarterly YoY growth trends below $Microsoft(MSFT)$ ImageNot exact figures, but rough estimates on Azure AI Services quarterly run rate below (12pts of growth this Q). They only disclose the % of growth to a full round number (no decimal point), so definitely not exactImageBelow is an estimate of net new ARR added over the last few quarters.ImageYoY growth trends in net new ARR per quarterImage
MSFT Azure Quarterly YoY growth trends

Why GOOG Continues to Dominate with Strong Growth Potential

$Alphabet(GOOG)$ smashed expectations in its Q3 2024 earnings, achieving a robust 15% year-over-year revenue increase to $88.3 billion, with an EPS of $2.12 beating analysts' estimate of $1.84. These impressive numbers are more than just a snapshot of a successful quarter; they reflect Alphabet's ongoing commitment to AI innovation, diversified revenue streams, and robust performance in Google Services and Google Cloud. For the quarter, Alphabetโ€™s total revenue jumped from $76.7 billion in 2023 to $88.3 billion in 2024, driven by a 13% rise in Google Services revenue and an impressive 35% boost in Google Cloud. Operating income climbed 34% to $28.5 billion, expanding the operating margin by 4.5 percentage points to 32%. This margin expansion is a
Why GOOG Continues to Dominate with Strong Growth Potential