MAG 7 EARNINGS: DONE & WHAT TO WATCH NEXT — Tesla & Meta Done, 5 More To Go!
DONE THIS WEEK:
Tesla Oct 23 — Story: Flying car Roadster hype vs -5% slide. Lesson: Market wants margin, not 2030 dreams. Energy storage +40% was bright spot. Key support $200.
Meta Oct 23 — Story: Muse AI growth REAL. Ad revenue +14% expected, DAU 3.3B. Unlike Tesla, Meta's AI monetizes TODAY. Reality Labs -$4.5B drag but core profit covers it. Bullish short-term.
UPCOMING — My Watchlist for Binance Pick:
Alphabet — Oct 29 After Market: Will Google Cloud AI show +25% growth? Search ad resilience vs TikTok? I watch Cloud + YouTube ads. Bullish if Cloud > $10B. $GOOGL
Microsoft — Oct 30:Azure AI growth is KEY. Expect +28% Azure. If Microsoft shows AI returns > Meta, entire Mag 7 AI rally continues. $MSFT
Amazon — Oct 31: AWS growth rebound? E-commerce margin? AI in logistics? AWS $27B expected. $AMZN
Apple — Nov 1: AI iPhone sales? Services +15%? China weakness? Most important for consumer AI adoption. $AAPL
Nvidia — Nov 20: The KING. The finale. If Nvidia beats, AI infrastructure spending justified. If misses, all Mag 7 sell off. $NVDA
My Binance Trading Strategy till Nov 20:
1. Hold $META 50% — safest AI monetization
2. $TSLA spot buy at $200 support for bounce to $230 — trade-sharing card attached
3. Rotate to $GOOGL $MSFT before Oct 29-30
4. Use Bullish/Bearish tags on Square as required — added $GOOGL Bullish, $MSFT Bullish for this post
Key Questions Answered:
- Who more bullish in AI? META short-term, NVDA long-term
- Roadster contributes to Q3? NO — 0% — future story
- Muse AI growth? YES — proven by ad revenue
This earnings season will decide if AI is just hype or real profit. So far Meta proves profit. Tesla proves hype still needs earnings.
Which upcoming earnings are you most excited for? Comment $GOOGL $MSFT $AMZN $AAPL $NVDA!
#EarningsSeason #BinancePick #Mag7 #Tesla #Meta #GOOGL #MSFT #AMZN #AAPL #NVDA