TSLA
Tesla
-- 248.710 NVDA
NVIDIA
-- 117.700 PLTR
Palantir
-- 90.960 MSTR
Strategy
-- 304.000 AAPL
Apple
-- 218.270 
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!
Make Your Choice
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.
Anyway, let's dive into the buzzing stocks this week:
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
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
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.
$Amazon (AMZN.US)$ 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.
Bitcoin fell to start the week below $100,000, as fears of tariffs affected more than just international trade stocks.
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
$Strategy (MSTR.US)$, 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
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
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.
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
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Kevin Travers
Moomoo News and Community Manager
Moo moo News and Community Manager, NJ Office.
Fmr CNBC contributor, reporter/investor/trader
Posts do not represent mm
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晴瓦林 : Yes, I'm absolutely comfortable. I have no position for now, it's almost the time to bottom fish stocks from the tariff panic. Trump needs his vote back, he is just saying things to get paid. I put around 15% in cryptos, long-term call warrants, and penny stocks. A tariff won't even do anything to earnings report of a business, if they do, they'd be out of business already.
ZnWC : Thanks for the event![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
here is my input:
If you read my previous post, my portfolio is designed to manage volatility risk due to uncertainty and geopolitical tension like trade war is one of them. By diversification, I will not put all eggs into the same basket - not to put all money into one stock. I invest for the longer term in themed ETF (e.g. S&P500) is one example.
I review my portfolio if there are fundamental changes in the company or the stock market crashes due to change in the global scale. Trump 2.0 will definitely be one such change. Tariffs imposed on Canada, Mexico and China, US plan to retake Panama Canal and change in the aid policy to Ukraine are just the beginning.
Instead of panic selling (fear), I see investment opportunities in such a change (or crisis). I have been accumulating cash slowly by selling part of my shares that have achieved the profit goal. I will invest (again) based on value averaging in selected tech stocks or ETFs. If we know how to manage our risk based on an investment plan, we can still make money under a bull or bear market.
HuatLady : As a long-term investor, I will focus more on fundamentals and competitive advantages rather than short-term tariffs risks. While trade tensions can create volatility, they also present opportunities. Panic-driven sellouts often allow for strategic accumulation of quality stocks at a competitive discount.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
That said, I do keep an eye on potential sectoral impacts, especially in industries with high exposures to supply chains disruptions. If the situation escalates, it might warrant selective hedging or adjustments, but outright tariff-proofing usually leads to overtrading.
HuatEver : I will carefully assess my investment strategy. Holding my positions comes with risks, but this may also be a short-lived panic reaction. Historically, tariff increases have led to negative sentiment and market volatility, ofen slowing down economic growth due to raising consumers cost. The long-term impact will depend on factors like the severity of the tariffs and how affected countries respond. As a long-term investor, staying informed is important.![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
To manage risks, diversification is key. Spreading investments across regions and sectors can reduce exposure to tariff-affected industries. Defensive sectors like technology. healthcare and consumers stables are more resilient. while assets like REITS and gold can hedge against inflation and volatility. With these strategies and careful research, I believe I can stay on track for long-term success.
Aaron Invests (AI) : Absolutely comfortable. Missed out some good ones like $Oklo Inc (OKLO.US)$ and $IonQ Inc (IONQ.US)$ and $Palantir (PLTR.US)$ . Heck we can have it all can't we![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
? I believe that what we have. We just hedge on it. Besides I find risk management is important too.
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
and how to develop a link between them and study the LLM models, Deep Learning myself on these tech. Refining on how to let it analyse for me in the stock market by training it to read TA and FA and synthesis my own conclusion in hyper speed!
![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Instead of worrying about the market. What is my next plan of action? Invest in myself in $Artificial Intelligence (LIST2136.US)$
Heck! maybe one day I could be Tony Stark of our time! Watching Ironman for inspiration.
Hope you have a good run! Signing out! Waiting for the next mission J.A.R.V.I.S
102875548 : Trump did not move the usa stock market for investors,
, only make the traders richer and MM even more richer 
.
It should be MTGA
Chomel : It’s going to be a roller coaster ride in the market. Week in and week out, there will be surprises. Tariff is a beautiful word, market should learn to recognise it. Trump’s logic.
102362254 : I’m watching my positions. Tariff talks may stir the market, but I stay calm. Overreactions create opportunities, so I focus on strong companies that can weather the storm or benefit
Dan’l : Thanks; useful/entertaining read.
I got $Advanced Micro Devices (AMD.US)$ wrong, buUut… proof folks have elevated expectations? I bought $PayPal (PYPL.US)$ cheap, and it’s still down a bit.
Trump’s talk of tariffs doesn’t help us (although I made a good profit on iShares’ EWW today ~;-)
If he can get Xi to stop sending the precursors and pill presses at cost, and the Glock switches? I can live without my Temu bargains.
However: Trump wants TikTok, soOo… maybe I won’t have to ~;-)
Middleman_chen : As an investor, opportunities are crucial; as long as the market remains filled with concerns and uncertainties, it is deadly as one simply does not know what will happen in the next second. Recently, Earnings Reports have come out, and many companies are facing stock price adjustments, but this timing for entry is very rare.
Keep it up, and seize the opportunity next time.
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