Kevin Travers

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Weekly Buzz: What Starts with Tariffs, Ends with Earnings

Happy weekend investors! Welcome back to Weekly Buzz where we talk about the top ten buzzing stocks on moomoo this week! Comment below to answer the Weekly Topic question for a chance to win an award!

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Weekly Buzz

The week started in a rough spot- tariffs from President Trump going out to nearly half of everything the U.S. buys from the outside world, taxes that would generate a quarter of a trillion a year and likely raise prices on many goods. Good thing that was a hundred billion ploy to.... get Mounties at the northern border?

10% tariffs still went out on Chinese goods on Tuesday, met with targeted tariff retaliatory attacks from Beijing that kept the blowback damage at a minimum, and HK stocks looking healthy. Let's hope Trump and President Xi, in their conversation over the phone this week, decided on a date to end tariffs. A Bloomberg Economics released over the weekend said PCE inflation could see a 0.7% climb under new price hike policies, about 5% of GDP. That would raise the Core Personal Consumption Expenditure index to 3.5%, inflation last felt in November 2023.

On Tuesday, Trump also announced a Sovereign wealth fund; maybe in twelve months, he'll buy TikTok with it, so Gen Z TV will only turn to Trump channels.

For the rest of the week, the market reminded itself that earnings results were the bread and butter of equity moves and that expectations for the largest stocks in the world are still very high.

$S&P 500 (LIST91326.US)$

Anyway, let's dive into the buzzing stocks this week:

1. $NVIDIA (NVDA.US)$ - Buzzing Stars: ⭐⭐⭐⭐⭐

Nvidia climbed throughout the week, and climbed Wednesday after Google-parent $Alphabet-A (GOOGL.US)$ committed $75 billion in capital expenditures in 2025. From that pile of cash, investors expect a lot of spending on AI chips and data centers. $Advanced Micro Devices (AMD.US)$ failed to impress. Google's pile of cash also helped lessen concerns around whether Chinese firm DeepSeek's low-cost AI models would hold big firms cut back on AI spending, according to Barron's

@10baggerbamm: if you haven't sold short-term calls which is what I had said to do yesterday that I was going to do today I would encourage you to do so

2. $Tesla (TSLA.US)$ Buzzing Stars: ⭐⭐⭐⭐

Tesla fell this week as tariff concerns hit the open market, even if Canada and Mexico taxes are off the table for now. $Tesla (TSLA.US)$ reported sales of 63,238 units in January, down 11.5% from a year earlier, according to data from the China Passenger Car Association.

@Creamteam: 365 then settle for a blow up next week its friday guys lol this is normal

3. $Alphabet-C (GOOG.US)$ - Buzzing Stars: ⭐⭐⭐⭐

Google's parent firm fell Tuesday after reporting Q4 2024 earnings of $2.15/share, vs estimates of $2.13/share, on revenue of 96.47 billion vs. estimates of $96.62 billion. Eyes were following Google Search advertising revenue closely coming in at $54.03 billion, above street estimates of $53.29B.

Google Cloud business, the software and infrastructure segment, recorded revenue of $11.96 billion, below expectations. In the previous quarter, the firm's cloud segment grew 35% year over year in the third quarter to $11.35 billion, up from 29% in Q2.

@Save and Invest : It'll recover by next Wednesday.

4. $Amazon (AMZN.US)$ - Buzzing Stars: ⭐⭐⭐⭐

$Amazon (AMZN.US)$ fell 3% after the firm reported Q4 adj. earnings that beat Thursday night and surpassed its expected revenue for the first time, at $187 billion.

The firm's advertising, third-party seller, and AWS segments missed estimates. AMZN projected lower Q1 revenue numbers than Wall Street expected, predicting $155 billion at most this quarter, while analysts wanted $158 billion.

@brainjuicedeprieved : lol strong fundamental also drop? really ridiculous.

5. $Bitcoin (BTC.CC)$ - Buzzing Stars: ⭐⭐⭐

Bitcoin fell to start the week below $100,000, as fears of tariffs affected more than just international trade stocks.

@yaozhonggg:

6. $Palantir (PLTR.US)$ - Buzzing Stars: ⭐⭐⭐

PLTR climbed this week, marking fresh highs day after day after the firm reported Q4 2024 adjusted earnings of $0.14/share, vs estimates of $0.11/share, on revenue of $827 million vs estimates of $775 million. The firm said it expects its full-year 2025 revenue to reach $3.74-$3.76 billion, way above estimates.

The report follows a Friday all-time stock price, reaching a valuation to nearly 170 times forward earnings—more than 500% higher than that of the tech-heavy Nasdaq 100. By Friday, the firm was 600X earnings.

Palantir reported the highest amount of insider sales among all companies in the S&P 500 Index over the past three months, according to Bloomberg.

@Rebel_Ming : go down already

7. $Strategy (MSTR.US)$ - Buzzing Stars: ⭐⭐⭐

$Strategy (MSTR.US)$, rebranded as 'Strategy' earlier Wednesday, and reported Q4 adjusted loss of $3.03/share, vs estimates of $0.02/share, on revenue of $120.79 million vs estimates of $124 million. In the fourth quarter, the firm said it held 447,470 bitcoin vs. estimates of 425,000, and the firm said its 2024 BTC Yield Was 74.3%.

According to a press release, the firm said in the fourth quarter it pulled in $15 billion in cash by selling class A shares. Since Jan 1, the firm said it has pulled in $2.4B selling shares.

I will shout it from the rooftops how much cash this company makes selling shares to retail.

According to the release, word for word, "During the three months ended December 31, 2024, the Company issued and sold 42,308,443 shares of its class A common stock for aggregate net proceeds of approximately $15.1 billion. Between January 1, 2025, and February 2, 2025, the Company issued and sold an additional 6,487,654 shares of its class A common stock for aggregate net proceeds of approximately $2.4 billion."

@Darius Matthews : We outperform Bitcoin by 4x today and still hear crybabies in here. We don’t have milk for you. Only money

8. $Advanced Micro Devices (AMD.US)$ - Buzzing Stars: ⭐⭐⭐

AMD fell 10%, the lowest in the Nasdaq 100 by percentage after the firm reported Tuesday its data center division sales jumped 69%, but not enough- Wall Street wanted more than $4 billion, while AMD's AI division sold just $3.9 billion.

@MiddasHBK : This PE... is not real right? AMD.US Anyone able to explain this crazy PE? I don't think forward earnings forecasts are that bullish to justify this current PE

9. $BigBear.ai Holdings (BBAI.US)$ - Buzzing Stars: ⭐⭐⭐

This AI-adjacent data company flew after news the firm won a contract to work on a data project with a Department of defense office, the Chief Digital and Artificial Intelligence Office. There were no terms of the contract value listed in a company press release, but according to government records the CDAIO has a budget of about $9M. BBAI operated at a net loss in the last reported quarter of about $12 million.

@scagy : My goodness - the news wasn’t even that detailed or substantial.

10. $Rigetti Computing (RGTI.US)$ - Buzzing Stars: ⭐⭐

Shares of Quantum Computing type stocks fell to start the week on fears Trump's tariffs would kick in and hurt data center chips and computer stocks. The market rebounded Tuesday after Trump said he would delay the implementation of 25% tariffs on imports from at least Canada and Mexico.

@105644679 : yes baby keep going up baby

Thanks for reading!

* All comments, links, and content posted or shared by users of the community are the opinion of the respective authors only and do not reflect the opinions, views, or positions of Moomoo Financial Inc., Moomoo Technologies, any affiliates, or any employees of MFI, MTI or its affiliates. Please consult a qualified financial professional for your financial planning and tax situations.

Weekly Topic

Are you comfortable with your current positions? Are you going to tariff-proof your stocks before the month ends and Mexico and Canada are on the chopping block again?

Comment below and share your ideas! We will select up to 15 TOP COMMENTS for a reward next week. Winners will get 200 points by next week, with which you can exchange gifts at Reward Club.

Awards

Congrats to the following mooers whose comments were selected as the top comments last week!

@Dan’l @lefthand @Lucas Cheah @晴瓦林 @Riken1974 @Aaron Invests (AI) @Lazy Cat Invests @HuatEver @HuatLady @Dart Board Picks @Jaguar8 @70580865 @ZnWC

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