Zepz
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$Microsoft (MSFT.US)$ citrini report is only a scfi imagination 😂
https://www.citriniresearch.com/p/2028gic
https://www.citriniresearch.com/p/2028gic
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Zepz
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$Microsoft (MSFT.US)$ only reason it's dropping is because of spending has increased , institutional investors are paranoid schizophrenics selling off, while anylists raise targets , opportunity to accumulate shares
moomoo post news but after reading comments for months on this app , I come to the conclusion that nobody reads the news posted
https://www.moomoo.com/news/post/65851220?futusource=news_stock_stockpagetopnews&ns_stock_id=201345&report_id=57936736&report_...
moomoo post news but after reading comments for months on this app , I come to the conclusion that nobody reads the news posted
https://www.moomoo.com/news/post/65851220?futusource=news_stock_stockpagetopnews&ns_stock_id=201345&report_id=57936736&report_...
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$SentinelOne (S.US)$ is a very undervalued stock and is improving on their operating metrics. I believe it will make a turnaround soon.
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Zepz
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The CapEx shock in one screenshot
Across the last few mega-cap prints, 2026 CapEx plans moved from "already huge" to "did someone spill a trillion dollars on the keyboard."
– $Meta Platforms (META.US)$ guided $115–135B vs $110B consensus, with the stock up ~10% on the day, but that pop has not fully held, which is a subtle signal that investors want proof, not poetry about "superintelligence."
– $Microsoft (MSFT.US)$ guided $140–150B vs $109B consensus, and t...
Across the last few mega-cap prints, 2026 CapEx plans moved from "already huge" to "did someone spill a trillion dollars on the keyboard."
– $Meta Platforms (META.US)$ guided $115–135B vs $110B consensus, with the stock up ~10% on the day, but that pop has not fully held, which is a subtle signal that investors want proof, not poetry about "superintelligence."
– $Microsoft (MSFT.US)$ guided $140–150B vs $109B consensus, and t...
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Zepz
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$IREN Ltd (IREN.US)$ short term bearish but long term still bullish, earnings is not good because some additional expenses last quarter. they said they are still on track for annual recurring revenue of 3.6 billion by end of this year, and construction on their other new sites is on schedule. All the hyper scalers on the latest earnings report are increasing their capex spending for AI. And hey if BTC bottoms at 60k we only going up after this.
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Zepz
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$Amazon (AMZN.US)$ will announce its FY2025 Q4 earnings report after the market closes on February 5.
Core Financial Indicators
– Amazon's revenue is expected to be $211.23B for 2025Q4, up 12.48% YOY. The company previously guided Q4 revenue of 206–213 billion, implying year-over-year growth of 9.7% to 13.4%.
– EPS is estimated to be $1.959, up 5.33% YOY.
– On profits, the company had guided Q4 operating profit of 21–...
Core Financial Indicators
– Amazon's revenue is expected to be $211.23B for 2025Q4, up 12.48% YOY. The company previously guided Q4 revenue of 206–213 billion, implying year-over-year growth of 9.7% to 13.4%.
– EPS is estimated to be $1.959, up 5.33% YOY.
– On profits, the company had guided Q4 operating profit of 21–...
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Zepz
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$Advanced Micro Devices (AMD.US)$ market is overreacting over everything
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$Microsoft (MSFT.US)$ Short sellers post $24 billion gain amid software stocks selloff
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Zepz
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$Microsoft (MSFT.US)$ I honestly doesn't know what is so bad about Microsoft earning that it deserve to be stamped like this
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