#earningsseason
Tesla & Meta report tonight. The headline EPS may mislead. 🎯
📅 Oct 21, after the US close (Tesla call 5:30 pm ET / 21:30 UTC)
$META
• Revenue consensus ~$63.3B (guide $61–64B, +19–25% YoY)
• EPS estimates range from $5.89 to $6.74, depending on source and the ~$10B legal charge
• The real test: 2026 capex guide ($130–145B) and any 2027 hint. Q2 free cash flow was just $784M
$TSLA
• Deliveries of 486,532 beat consensus (~462K), but EPS is expected at $0.43–0.45 vs $0.50 a year ago
• Consensus capex ~$7.8B, free cash flow about -$4.5B
• Watch auto gross margin and robotaxi spending, not the flying Roadster
Why it matters for crypto
Last week the Nasdaq 100 fell 5.5% on AI-spending doubts. Meta’s capex guide is the first read on that fear.
My plan: no position before the print. I’d wait for the first after-hours hour: tokenized stocks trade 24/7, but US after-hours liquidity is thin.
Bullish or bearish after capex? 👇
Not financial advice. DYOR.
#Tesla #Meta #Magnificent7
$TSLAB
$METAB
$BTC
Tesla & Meta report tonight. The headline EPS may mislead. 🎯
📅 Oct 21, after the US close (Tesla call 5:30 pm ET / 21:30 UTC)
$META
• Revenue consensus ~$63.3B (guide $61–64B, +19–25% YoY)
• EPS estimates range from $5.89 to $6.74, depending on source and the ~$10B legal charge
• The real test: 2026 capex guide ($130–145B) and any 2027 hint. Q2 free cash flow was just $784M
$TSLA
• Deliveries of 486,532 beat consensus (~462K), but EPS is expected at $0.43–0.45 vs $0.50 a year ago
• Consensus capex ~$7.8B, free cash flow about -$4.5B
• Watch auto gross margin and robotaxi spending, not the flying Roadster
Why it matters for crypto
Last week the Nasdaq 100 fell 5.5% on AI-spending doubts. Meta’s capex guide is the first read on that fear.
My plan: no position before the print. I’d wait for the first after-hours hour: tokenized stocks trade 24/7, but US after-hours liquidity is thin.
Bullish or bearish after capex? 👇
Not financial advice. DYOR.
#Tesla #Meta #Magnificent7
$TSLAB
$METAB
$BTC