#周五分享会再来聊AI
This week is a relatively important week for US stocks
Both the Federal Reserve and individual companies have important data to be released
In addition to Non-Agricultural Week, this week is also earnings week
As the first earnings season progresses to the middle,
Nearly half of the S&P 500 companies have published financial reports.
Up to now, about 77% of companies have announced EPS that are higher than market expectations.
Among them, better-than-expected earnings reports from Alphabet and Microsoft had a positive impact on market sentiment.
In contrast, Meta's performance fell short of market expectations.
It presents a very different picture, but they all continue to invest in AI
Entering a new week,
The focus of the market will shift to the heavy financial reports of two of the “Big Seven” companies.
First, after Tuesday's market, Amazon will announce its results.
After the market on Thursday, Apple will release its earnings report.
Considering the decline in shipments in the Chinese smartphone market,
Analysts have lowered their performance expectations for Apple.
The market will also pay special attention to Apple's service revenue
As well as its further plans in the field of artificial intelligence.
In the semiconductor industry,
AMD's earnings report is expected to be the focus of the market after the market on Tuesday.
The continued growth of data centers is expected to be a supporting factor.
However, the PC side and gaming sector may be affected by cyclical factors.
On Wednesday, Qualcomm will share its views on AI PCs and AI phones.
Additionally, server manufacturer SMCI also deserves market attention.
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$Sea(SE.US)$ 20% in a month… nice!

$Microsoft(MSFT.US)$ saw its share prices gapped up on last Friday after release of QR. However the share prices erased some of its gains and ended only around 1.8% higher by the closing. Some background of its latest QR: the Q3 earnings beated analysts' estimates on the top and bottom lines on the strength of its cloud computing business, thanks to its AI advancement.
$Microsoft(MSFT.US)$ Daily Chart
Chart wise to me is not that encouraging as there is ...

$Sea(SE.US)$ double top daily. Nice push today.  Trim a little  and tomorrow another day.  Still believe we hit the next resistance in the 66s.

$Sea(SE.US)$
Morgan Stanley upgraded Sea Limited to Overweight from Equal Weight with a price target of $70, up from $65.
The firm says its upgrade reflects higher conviction in its 2024 base case given year-to-date momentum and "relatively rational competition" in e-commerce. Given Shopee's market share trend, GMV growth, improving unit economics, competitor moves on commissions, and the management outlook, the firm argues t...

$Sea(SE.US)$ Needs to clear $67.73 next but looking fantastic.  Weekly chart.

$Sea(SE.US)$ 70’s are in play very soon. I dunno maybe a week or two.

$MYEG(0138.MY)$
MyEG (MYEG, 0138, Main Board Technology Stock) and Zetrix Foundation signed a Memorandum of Understanding (MoU) with MaiCapital, a virtual asset manager in Hong Kong, to discuss cooperation to launch a virtual asset fund or an exchange index fund (ETF) mainly based on Hong Kong virtual assets.
According to the statement, the MOU will focus on co-issuing ETFs approved by the Hong Kong Securities Regulatory Commission (SFC), including Bitcoin (Bitcoin) and Zetrix coins, as well as other suitable cryptocurrencies.
Hopefully, this is also why the company's stock price has risen sharply; at one point, it reached a high of 91 cents.
Source: Nanyang Siang Pao
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$Sea(SE.US)$ can anyone confirm a) if Shopee started advertising like Amazon ads b) if Free Fire severs being setup in India ahead of release back in India.
Any insights will be appreciated
BTW J&T reported 55% parcel volume pickup in Q1 over last year. What if Shopee saw similar pickup! Shorts will be roasted alive!

$Sea(SE.US)$ are we really down though?