The days of promises are gone dude, WS already pumped stocks to the moon based on promises. Profits need to start materializing, which is why stocks like ADBE absolutely mooned because they proved AI integration was beneficial, whereas companies that didn’t show any meaningful improvement to earnings after implementing AI absolutely got smashed last ER season. Just to add, GOOGL just got pummeled. MSFT probably will beat and raise, but we all know AAPL is going to get smoked due to softening demand for iPhones and losing share to Chinese manufacturers. META can go either way since ad spend is such a huge part of their business model.

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>MSFT, META, I don't think they will be positive catalysts tbh. At earnings - sure but.... Meta-Microsoft are buying 3:1 more chips then anyone else. They are about to announce earnings. AI expenses are going to be ridiculous considering NVIDIA is charging even more due to demand. Is this a great thing for NVIDIA? Yes but.. Look at what happened to Google. They lowered expectations of last earnings and then we had the whole AI worry. Seems risky to me, I know you say ignore the media but it happened once already and google isnt even a big nvidia purchaser. Tbh, I think META is throwing money at AI. Earnings might be rough - which may cause a big overreaction in immediate future. Meta also has 1/3 the market cap of Microsoft and spending the same. This might stir the pot of people panicking about AI.

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Nice writeup. I think we really have to see if META, MSFT, AAPL, or AMZN can justify AI capex to their investors. If they give the big boys something to salivate over, I think we rocket into earnings, which I believe NVDA will crush. I can see 140-150 range post earnings if both scenarios occur. If they don’t alleviate AI bubble fears, we may be seeing new lows until earnings. I think INTC and AMD are going to tank on earnings, and fear NVDA may follow.

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since GOOGL bit the dust, thinking MSFT has the edge.

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I got MSFT call for earnings.

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You think MSFT will fair well?

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SPY closes at 542.73. MSFT beats earnings but goes down anyway. Trump wins 2024 election. ASTS rocket delayed Sept 17th. Heard it here first.

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Should I sell MSFT before earnings?

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Holy bullshit in the last week. MSFT down 15$ in one day? SPY down 3% (first time in years??) CrotchStrike blows out their servers all across the world??? Tesla over performs earnings by the billions and it goes down 3%?? What the actual f happened this week? Puts making no sense just gobbling up premium only to be dumped a minute later by calls?? When is the right time to jump in? The wonderful 7 sucked this half of the month… You will either die a bull or live long enough to see yourself becoming a 🌈 🐻

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place your bets! META call, MSFT call, AMZN puts, AAPL puts, AMD puts

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