Earnings bloodbath: $GOOGL tanked, $MSFT ripping
$GOOGL straight up missed everything. EPS below, revenue below, and FCF went NEGATIVE $9B. Capex guidance also came in light—market didn't get the confidence boost it wanted. Only bright spot: cloud revenue up 103% YoY, but that's not enough to save the dump.
Chart-wise, watching $295 support closely. Already broke $300, bounce looking weak. Next stops likely $275-$282 if it keeps bleeding. Did wick hard below $290 and reclaimed fast—some bid stepped in, but needs confirmation. If it reclaims $300-$305, short-term selling pressure might ease. Otherwise, this is a falling knife.
$MSFT completely different story. Beat on both revenue and EPS. Cloud up ~48% YoY, enterprise AI demand through Azure and Copilot still printing. They're not over-rotating into speculative AI plays—just milking existing cash cows.
Up 3% AH, kissing 52-week high at $551. If it holds the gap up on open and breaks $551 with volume, that's your breakout confirmation.
So what's the play? Fade $GOOGL on the left side or ride $MSFT momentum?
$GOOGL straight up missed everything. EPS below, revenue below, and FCF went NEGATIVE $9B. Capex guidance also came in light—market didn't get the confidence boost it wanted. Only bright spot: cloud revenue up 103% YoY, but that's not enough to save the dump.
Chart-wise, watching $295 support closely. Already broke $300, bounce looking weak. Next stops likely $275-$282 if it keeps bleeding. Did wick hard below $290 and reclaimed fast—some bid stepped in, but needs confirmation. If it reclaims $300-$305, short-term selling pressure might ease. Otherwise, this is a falling knife.
$MSFT completely different story. Beat on both revenue and EPS. Cloud up ~48% YoY, enterprise AI demand through Azure and Copilot still printing. They're not over-rotating into speculative AI plays—just milking existing cash cows.
Up 3% AH, kissing 52-week high at $551. If it holds the gap up on open and breaks $551 with volume, that's your breakout confirmation.
So what's the play? Fade $GOOGL on the left side or ride $MSFT momentum?