My pick is IBM for the first s

My pick is IBM for the first sustainable rebound. delivered 5% revenue growth, beat earnings expectations, and raised its software-growth outlook to 7%–8%. More importantly, improving free cash flow gives investors a measurable reason to remain optimistic, rather than relying purely on future AI promises.

could offer greater upside if AI-driven chip investment accelerates, but its guidance suggests expectations are already demanding.

remains a higher-risk recovery bet: autonomous driving and robotics offer enormous potential, yet weaker automotive and energy revenue make execution critical.

My verdict: IBM has the clearest near-term recovery case, while Lam Research offers stronger cyclical upside. A beaten-down stock is not automatically a bargain; the next move depends on whether future earnings can exceed expectations.

@Tiger_Earnings [财迷]

Meta's Ad Engine Is Working—Why Is Cash Flow Going Backward?

Meta fell 6.98% as investors weighed strong revenue against AI spending. Revenue rose 26% to $64.60B, beating estimates; Q4 guidance also edged above consensus. Ad impressions and pricing each grew 11%, but free cash flow was negative $6.22B against $34.91B in capex, with higher spending expected in 2027. Bulls cite ad strength; bears see investment outpacing cash generation. Google Search and Amazon cloud are benchmarks. What would show ad cash flow is catching up?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":621079481610920,"tweetId":"621079481610920","gmtCreate":1792659161531,"gmtModify":1792659166405,"author":{"id":4194184698932812,"idStr":"4194184698932812","authorId":4194184698932812,"authorIdStr":"4194184698932812","name":"苏36","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.10.26","individualDisplayEnabled":1,"backgroundColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}}],"wearingBadges":[{"categoryType":2007,"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","smallImgUrl":"https://community-static.tradeup.com/news/1e30711ea2bab5f411df0be106fc0244","bigImgUrl":"https://community-static.tradeup.com/news/0641f4c5fa60c48f6d3ce6febffedc88","isScarce":1,"plateColors":{"bgColor":{"dark":"#2f2a1f","tint":"#fcf6e5"},"fontColor":{"dark":"#dea95e","tint":"#885600"}},"effectEnabled":0,"redirectLinkEnabled":1,"redirectLinkType":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","redirectLinkValidityFrom":1679961600000,"redirectLinkValidityTo":1996963200000,"validityToTimestamp":1795537202426,"sortingWeight":0,"wearable":1}],"fanSize":1060,"starInvestorFlag":false},"themes":[{"themeId":"95bd9ba1ae2b434598186bc791174375","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Meta's Ad Engine Is Working—Why Is Cash Flow Going Backward?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":95bd9ba1ae2b434598186bc791174375}&rnconfig={\"headerBarHidden\": true}","description":"Meta fell 6.98% as investors weighed strong revenue against AI spending. Revenue rose 26% to $64.60B, beating estimates; Q4 guidance also edged above consensus. Ad impressions and pricing each grew 11%, but free cash flow was negative $6.22B against $34.91B in capex, with higher spending expected in 2027. Bulls cite ad strength; bears see investment outpacing cash generation. Google Search and Amazon cloud are benchmarks. What would show ad cash flow is catching up?","image":"https://community-static.tradeup.com/news/c19ae386a67f3663e942ad54032d4aca"}],"images":[{"img":"https://community-static.tradeup.com/news/ba8da871cdbf232cc33d990e6df253f2"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/ba8da871cdbf232cc33d990e6df253f2"}],"title":"","html":"<html><head></head><body>My pick is IBM for the first sustainable rebound. delivered 5% revenue growth, beat earnings expectations, and raised its software-growth outlook to 7%–8%. More importantly, improving free cash flow gives investors a measurable reason to remain optimistic, rather than relying purely on future AI promises. \n\ncould offer greater upside if AI-driven chip investment accelerates, but its guidance suggests expectations are already demanding.\nremains a higher-risk recovery bet: autonomous driving and robotics offer enormous potential, yet weaker automotive and energy revenue make execution critical.\nMy verdict: IBM has the clearest near-term recovery case, while Lam Research offers stronger cyclical upside. A beaten-down stock is not automatically a bargain; the next move depends on whether future earnings can exceed expectations.\n<a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a> [财迷]<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/ba8da871cdbf232cc33d990e6df253f2\"></t-t></body></html>","htmlText":"<html><head></head><body>My pick is IBM for the first sustainable rebound. delivered 5% revenue growth, beat earnings expectations, and raised its software-growth outlook to 7%–8%. More importantly, improving free cash flow gives investors a measurable reason to remain optimistic, rather than relying purely on future AI promises. \n\ncould offer greater upside if AI-driven chip investment accelerates, but its guidance suggests expectations are already demanding.\nremains a higher-risk recovery bet: autonomous driving and robotics offer enormous potential, yet weaker automotive and energy revenue make execution critical.\nMy verdict: IBM has the clearest near-term recovery case, while Lam Research offers stronger cyclical upside. A beaten-down stock is not automatically a bargain; the next move depends on whether future earnings can exceed expectations.\n<a href=\"https://ttm.financial/U/3527667620927015\"> @Tiger_Earnings </a> [财迷]<t-t type=\"img\" src=\"https://community-static.tradeup.com/news/ba8da871cdbf232cc33d990e6df253f2\"></t-t></body></html>","text":"My pick is IBM for the first sustainable rebound. delivered 5% revenue growth, beat earnings expectations, and raised its software-growth outlook to 7%–8%. More importantly, improving free cash flow gives investors a measurable reason to remain optimistic, rather than relying purely on future AI promises. could offer greater upside if AI-driven chip investment accelerates, but its guidance suggests expectations are already demanding. remains a higher-risk recovery bet: autonomous driving and robotics offer enormous potential, yet weaker automotive and energy revenue make execution critical. My verdict: IBM has the clearest near-term recovery case, while Lam Research offers stronger cyclical upside. A beaten-down stock is not automatically a bargain; the next move depends on whether future earnings can exceed expectations. @Tiger_Earnings [财迷]","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/621079481610920","repostId":0,"isVote":1,"tweetType":1,"viewCount":277,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":737,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/621079481610920"}