$Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Alphabet(GOOG)$ $Meta Platforms, Inc.(META)$ $Oracle(ORCL)$ The hyperscaler setup looks pretty clear: earnings revisions are moving higher while the stock price moves lower.
That gap is meaningful.
There's never a guarantee, of course. But when estimates keep getting revised up and the market is pricing them down, that's typically where the risk/reward starts to get interesting.
I'm not chasing strength here. Just watching the disconnect.
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