$Meta Platforms (META.US)$ what Trump gonna say tonight is mystry anything from war ending in a couple pof weeks to starting military operation as he speak to capture Iranian islands, the timing is early morning in iran, usual time to start any military operation.. a lot can be speculated 😊
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$SPDR S&P 500 ETF (SPY.US)$ -6.9% YTD
Big Tech (MAGS) -15.9% YTD
$Microsoft (MSFT.US)$ -26.2% YTD
Capex hit $37.5B in a single quarter. Gross margins dropped to 68% (3-year low). Free cash flow is under pressure. AI is scaling, but so are costs.
$Meta Platforms (META.US)$ -20.4% YTD
Infrastructure spending keeps accelerating. Legal risks are rising at the same time. Capital intensity + regulatory pressure = a more fragile margin outloo...
Big Tech (MAGS) -15.9% YTD
$Microsoft (MSFT.US)$ -26.2% YTD
Capex hit $37.5B in a single quarter. Gross margins dropped to 68% (3-year low). Free cash flow is under pressure. AI is scaling, but so are costs.
$Meta Platforms (META.US)$ -20.4% YTD
Infrastructure spending keeps accelerating. Legal risks are rising at the same time. Capital intensity + regulatory pressure = a more fragile margin outloo...
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$Meta Platforms (META.US)$ Soon there will be flurry of law suits popping up from US and Europe, which will force to change fb algorithm which will reduce revenue. . Gone are the good old days for social media..
$Meta Platforms (META.US)$ probably Bill Ackman is averaging today 😊
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$Meta Platforms (META.US)$ it will be under 500 in a week or two given the law suit and iran war.
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$Tesla (TSLA.US)$ it may close below 355 at the end of the day..
$Arm Holdings (ARM.US)$ it wont be sustainable after market opens and will crash
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$Tesla (TSLA.US)$ looks lime trump gonna claim victory over weekend.. He need to to save economy and politics. he will stop the war
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$NVIDIA (NVDA.US)$ Those who speak about tech bubble or NVDA bubble should know PE ration of nasdaq was 175 during dot com bubble while currently it is 31..PE of forward earning of nasdaq is 27. Cisco was 200 PE in year 2000 while msft was 75…please stop talking about bubble to scare newbies
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$NVIDIA (NVDA.US)$ Looks like it will reach 190 before GTC
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