Mimsy
voted
$Amazon (AMZN.US)$ 's stock price plummeted after the release of its earnings report, primarily due to the announcement of high capital expenditures and the cloud business (AWS) operating income growth rate falling below 20%.
Core Financial Indicators
Amazon reported net sales of $213.4 billion for the fourth quarter, marking a 14% increase from $187.8 billion in the same period last year.
Operati...
Core Financial Indicators
Amazon reported net sales of $213.4 billion for the fourth quarter, marking a 14% increase from $187.8 billion in the same period last year.
Operati...
+2
29
3
18
Mimsy
liked
Consider what dropped this week alone…
Amazon: $200 billion in 2026 capex… 38% above what the Street expected. Stock fell more than 10% and counting…
Alphabet: $175–185 billion… 55% above consensus. Stock fell 3% and counting…
Microsoft: ~$150 billion on an implied run rate. Stock fell 10% and counting… That’s more than $350 billion in market cap… gone.
Meta: $115–135 billion. Stock fell.
The Big Four are now committed to over $640 billion in 2026 i...
Amazon: $200 billion in 2026 capex… 38% above what the Street expected. Stock fell more than 10% and counting…
Alphabet: $175–185 billion… 55% above consensus. Stock fell 3% and counting…
Microsoft: ~$150 billion on an implied run rate. Stock fell 10% and counting… That’s more than $350 billion in market cap… gone.
Meta: $115–135 billion. Stock fell.
The Big Four are now committed to over $640 billion in 2026 i...
55
32
14
Mimsy
voted
🕐 Market Recap | Thursday, Jan 29, 2026
Risk-off shock | Volatility spike | Forced liquidation vibes
🔥 Market Snapshot
• S&P 500 ( $S&P 500 Index (.SPX.US)$): −1.44% → 6,877
Clean breakdown from intraday support. This isn’t a gentle pullback — this is speed + breadth selling.
• VIX $CBOE Volatility S&P 500 Index (.VIX.US)$ : +19.02% → 19.46
Volatility exploded. This confirms fear expansion, not just rotation.
🧠 Magnificent 7 Breakdown
🟥 Heavy Damage
• MSFT...
Risk-off shock | Volatility spike | Forced liquidation vibes
🔥 Market Snapshot
• S&P 500 ( $S&P 500 Index (.SPX.US)$): −1.44% → 6,877
Clean breakdown from intraday support. This isn’t a gentle pullback — this is speed + breadth selling.
• VIX $CBOE Volatility S&P 500 Index (.VIX.US)$ : +19.02% → 19.46
Volatility exploded. This confirms fear expansion, not just rotation.
🧠 Magnificent 7 Breakdown
🟥 Heavy Damage
• MSFT...
27
2
1
Mimsy
voted
Thanks to everyone who joined the Option Hunter Live Sharing Session!If you missed it, you can catch the replay here: Turn Earnings Into Opportunity: Options Playbook for MAG7 & Beyond
It’s another busy earnings week, with the spotlight on these sectors:
1. Magnificent 7 - $Netflix (NFLX.US)$ $Tesla (TSLA.US)$ $Apple (AAPL.US)$ $Microsoft (MSFT.US)$
2. Information Technology - $Intel (INTC.US)$
It’s another busy earnings week, with the spotlight on these sectors:
1. Magnificent 7 - $Netflix (NFLX.US)$ $Tesla (TSLA.US)$ $Apple (AAPL.US)$ $Microsoft (MSFT.US)$
2. Information Technology - $Intel (INTC.US)$