My Binance Pick calls for tonight: Yes on Google beating, No on Microsoft beating. Both go against the crowd.
Why Yes on $GOOGL beating:
- The stock is down 21.5% from its 408.61 high and 12.9% since Aug 4. The fear is already in the price.
- At about 16x trailing earnings, the bar is low. Consensus is about 3.02 EPS.
- Less than a quarter of Pick traders say it beats. That makes Yes the cheap side if search ads hold.
Why No on $MSFT beating:
- It sits 3.6% under its 551.15 high and is up 10.5% since Aug 4. The market already expects a strong print.
- Consensus is about 4.72 EPS on 90.6B revenue. With AI spending this heavy, higher costs can eat into the EPS number.
- About 3 in 4 Pick traders say it beats, so No pays more if I'm right.
Small size on both. It's a read on expectations, not a sure thing.
Which side are you on: Google beat, Microsoft beat, both or neither?
#BinancePick
Why Yes on $GOOGL beating:
- The stock is down 21.5% from its 408.61 high and 12.9% since Aug 4. The fear is already in the price.
- At about 16x trailing earnings, the bar is low. Consensus is about 3.02 EPS.
- Less than a quarter of Pick traders say it beats. That makes Yes the cheap side if search ads hold.
Why No on $MSFT beating:
- It sits 3.6% under its 551.15 high and is up 10.5% since Aug 4. The market already expects a strong print.
- Consensus is about 4.72 EPS on 90.6B revenue. With AI spending this heavy, higher costs can eat into the EPS number.
- About 3 in 4 Pick traders say it beats, so No pays more if I'm right.
Small size on both. It's a read on expectations, not a sure thing.
Which side are you on: Google beat, Microsoft beat, both or neither?
#BinancePick
