대형 기술주 실적 앞두고 시장이 리스크 과소평가 중인 것 같아요 ⚠️

The fact that you didn't list Tesla, time to load up these boys

These three could hype the next gen tech being coated in human shit and the stocks would soar. Your research does not matter. They're all inherently mini countries at this point being funded passively every two weeks by you and I. God speed.

Oh reddits trying to say not to buy a certain stock, time to load up!

What if you are underestimating their financials and they end up beating on revenue/guidance and are more profitable than ever?

Thanks for the reminder… going to go buy more QQQ calls

Yeah wall street and its army of quants definitely overlooked these few numbers and you’re gonna beat them all, post your puts or stop whining

Calla it is

Please go short Amazon and Google. It will be fun to watch

I get it, i.e., you lost thousands of dollars betting on a bear market the last few weeks and you want that money back. However, that's not going to happen my man . . . If you were anymore inbred you'd be a sandwich.

Bot said what?

>Other than saying the AI build out is a "sure thing", no one is putting out concrete growth rates for this year or next as of now.

Even if substantial adoption of AI is slower than expected, the future of every technology hinges on "high compute" power. Where do you think neo-clouds came from? They are all former crypto miners who saw less reward with each BTC halving and repurposed for AI.

Also these neo-clouds have older GPU's, yet every hyperscaler and frontier AI model developer is buying up all their capacity. It sort of debunks the "finanical/but non-techie person" takes that the GPU's are only useful for 3 years and the depreciation model being used over a longer timeline is bogus.

All of your quants and analytics use HPC, as does drug discovery as does prior mention of blockchain.

In the past quarterly earnings report, MSFT guided I believe 16% top line growth for next quarter. Your hyperscalers use subscription based model, where you contract out long term service, but only pay when the service is delivered. So your MSFT/AMZN/ORCL/GOOGL have literally hundreds of billions of backlog, typically referred to as remaining performacne obligation (RPO) - everyone who works in anything related SaaS is familar with the concept. Substantial chunks of forward revenue are already booked - I guess whether top line "disappoints" is all relative.

Lmao op thinks stocks go down. What an idiot

Do you guys ever get tired of being wrong?

Yawn

You missed the best one. META is trading at 23x earnings (same as a Consumer Staple stock) yet growing 3x faster that a staple. Their new model (now closed), Avocado is out and they should blow out ad conversions which would help earnings later this month.

Yes, these stocks deserve a lower multiple than apple and Tesla. No wonder the market panic sells when they hear some dumb news and then buys them back every time in a few weeks.

I beat Tesla and Space stocks are gonna be up 3000% tomorrow because you know, nothing make sense

Google and Amazon have utilitarian purpose for the data center build out if they don’t generate customers (data interface, AWS, etc, etc), as well as very robust and undamaged revenue streams. MSFT conversely to be suffering from some of their core products regressing (gaming/windows/office) and then being tied at the hip with cash sink openAI, with their own AI build out that can’t be as effectively utilized internally vs. the others. They’re trying their damnest to get into advertising/inference but it seems like another whiff while harming their staple products with the egregious data harvesting and invasive nature of their attention steering. (*From retail customer perspective*) — I also know some very large co’s are ditching office/sharepoint also; the LinkedIn corp espionage accusations aren’t helping MSFT dissuade them, whether these accusations are true or not). It’s Azure or bust for MSFT (for future growth), and they need to start going parabolic with customer acquisition that isn’t openAI. Co-pilot is a mess of complaints from corp integration side by end users. They’re basically going to value region though at a trailing P/E of 20 or lower, as stagnant businesses and tech-illiterate retail customers will just default to the existing Microsoft ecosystem — they aren’t at risk of imploding like Oracle if things don’t pan out. My ‘non data-backed’ vibe is, - Google will keep googling - Amazon will continue to dilute shareholders while becoming deeper ingrained infrastructure - MSFT will enter a new era of stagnation due to a litany of bad & expensive bets while blaming the customer.

Well apparently traders have been vastly overestimating the threat of war and oil prices.

Again an AI capex post... Given that the whole SWE profession is currently switching to coding with the help of AI agents, these data center costs will be more than justified. And sooner or later the market will recognize this too.