My #EarningsSeason board on Binance Pick is locked 🔒
5 stocks, 5 calls - 3 beats, 2 misses. Screenshot below 👇
✅ $V - YES @ 0.79
The safest call on my board. Visa earns on payment volume, not credit risk, and spending is holding up. Low payout, high conviction.
✅ $AMZN - YES @ 0.61
AWS plus AI demand plus a growing ads business. I think the market is still too cautious here.
✅ $GOOGL - YES @ 0.43 (now 0.35)
Already down 18% on this position, but I'm holding. Search is still a cash machine and Cloud keeps gaining share. The crowd got more bearish - I see value.
❌ $MSFT - NO @ 0.16
My boldest call. The market gives "No" only a 16% chance, so the payout is 62.5 if I'm right. Huge AI capex and very high Azure expectations mean even a strong quarter can fall short of the bar.
❌ $LLY - NO @ 0.39
GLP-1 demand is real, but the stock is priced for perfection. Any supply or pricing hiccup and it misses.
Total: 47.81 points in play.
Lesson I keep relearning: the best predictions aren't just about being right - they're about finding where the crowd is too confident. That's why I took the contrarian side on Microsoft.
Which call do you think I got wrong? 👇
#EarningsSeason #BinancePick
5 stocks, 5 calls - 3 beats, 2 misses. Screenshot below 👇
✅ $V - YES @ 0.79
The safest call on my board. Visa earns on payment volume, not credit risk, and spending is holding up. Low payout, high conviction.
✅ $AMZN - YES @ 0.61
AWS plus AI demand plus a growing ads business. I think the market is still too cautious here.
✅ $GOOGL - YES @ 0.43 (now 0.35)
Already down 18% on this position, but I'm holding. Search is still a cash machine and Cloud keeps gaining share. The crowd got more bearish - I see value.
❌ $MSFT - NO @ 0.16
My boldest call. The market gives "No" only a 16% chance, so the payout is 62.5 if I'm right. Huge AI capex and very high Azure expectations mean even a strong quarter can fall short of the bar.
❌ $LLY - NO @ 0.39
GLP-1 demand is real, but the stock is priced for perfection. Any supply or pricing hiccup and it misses.
Total: 47.81 points in play.
Lesson I keep relearning: the best predictions aren't just about being right - they're about finding where the crowd is too confident. That's why I took the contrarian side on Microsoft.
Which call do you think I got wrong? 👇
#EarningsSeason #BinancePick