#EarningsSeason ⚡️ AI race: Tesla vs. Meta! Where will $TSLA and $META go after the reports? 📊🚀
The report season is in full swing! While the whole market was discussing Tesla's flying Roadster and new Meta developments, the main intrigues revolve around financial reporting. Will companies be able to prove that their large-scale investments in artificial intelligence really increase revenues, and not just create a hype?
Let's analyze both companies with pre-reports:
1️⃣ Tesla ($TSLA): Flying Roadster or harsh reality?
The show with the new Roadster is great, but will flying cars make a real contribution to Tesla's profits in the next quarter? Of course not - it's still a story about marketing and long-term technological status.
The focus of investors is now shifted to FSD (Full Self-Driving) and the robotaxis ecosystem. It is the AI algorithms of the autopilot that are the key driver of the future margin of $TSLA.
My attitude: Cautious pessimism / Neutral (Bearish/Neutral) before the report. Due to the pressure on the car market and discounts, the margin may run out.
Strategy: I don't enter the long at the peaks of volatility. If we see a drawdown in the report, I will consider a point set of spot at strong support levels.
2️⃣ Meta ($META): Does investing in AI bring real money?
Zuckerberg continues to pour billions into the AI infrastructure, and the presentation of the Muse model showed excellent results. But will this report show a real return?
Unlike conceptual projects, AI in Meta is working right now - Reels targeting algorithms and recommendations directly increase advertising revenue.
My mood: Moderate optimism (Bullish).
Strategy: I hold the main position. I don't overestimate the risks before the report, but I'm ready to finish in the local straits, because fundamentally the company looks very strong.
$TSLAB
$METAB
$GOOGLB
The report season is in full swing! While the whole market was discussing Tesla's flying Roadster and new Meta developments, the main intrigues revolve around financial reporting. Will companies be able to prove that their large-scale investments in artificial intelligence really increase revenues, and not just create a hype?
Let's analyze both companies with pre-reports:
1️⃣ Tesla ($TSLA): Flying Roadster or harsh reality?
The show with the new Roadster is great, but will flying cars make a real contribution to Tesla's profits in the next quarter? Of course not - it's still a story about marketing and long-term technological status.
The focus of investors is now shifted to FSD (Full Self-Driving) and the robotaxis ecosystem. It is the AI algorithms of the autopilot that are the key driver of the future margin of $TSLA.
My attitude: Cautious pessimism / Neutral (Bearish/Neutral) before the report. Due to the pressure on the car market and discounts, the margin may run out.
Strategy: I don't enter the long at the peaks of volatility. If we see a drawdown in the report, I will consider a point set of spot at strong support levels.
2️⃣ Meta ($META): Does investing in AI bring real money?
Zuckerberg continues to pour billions into the AI infrastructure, and the presentation of the Muse model showed excellent results. But will this report show a real return?
Unlike conceptual projects, AI in Meta is working right now - Reels targeting algorithms and recommendations directly increase advertising revenue.
My mood: Moderate optimism (Bullish).
Strategy: I hold the main position. I don't overestimate the risks before the report, but I'm ready to finish in the local straits, because fundamentally the company looks very strong.
$TSLAB
$METAB
$GOOGLB