Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?

LULU ROCKET

08-02

Not sure but what do you guys think? @ShiMei @DAISY @Laksa

ECLC

08-02

The swing upon earning release is unpredictable but AI boom is not going away.

Lanceljx

08-02

This quarter’s Big Tech earnings have painted a mixed but revealing picture of market sentiment, execution, and the sustainability of the AI-driven rally. --- ✅ Winners and Surprises Among the Magnificent 7, only three posted strong rallies post-earnings. These companies likely: Exceeded expectations not just in revenue or EPS, but in guidance and AI monetisation pathways Demonstrated operational leverage and improved margins Avoided overdependence on cyclical segments like hardware or e-commerce Surprise performer? Depending on your expectations, Microsoft or Meta may have stood out for their efficient AI integration and relatively disciplined cost management. --- ❌ Disappointments: Tesla, Amazon, Apple Tesla continued to face margin pressure, intensifying EV competition, and delivery unc

TheStrategist

08-02

We had a great summer rally and V shaped recovery now it's time for red. August is rebalancing. Simple as that, all as per schedule.

highhand

08-02

msft, meta, googl, nvda are nailing it. amzn doing so many things I hope they r nailing AI. tsla sounds like they are nailing it but currently still a car company appl don't know what AI is about.

AN88

08-02

NVIDIA is a better product and biz with good leader

mysterY

08-02

I think its the kind of news you don't hear everyday

Jezza67

08-02

I wonder if Tesla have the technology to stop in the Mag 7 or whether its got too much competition from the rest of the automotive sector.

RampageBullArmy

08-02

LOBO Earnings Analysis

$Lobo = LOVE money love 10$ price$LOBO LTD.(LOBO)$ $LOBO LTD.(LOBO)$ $LOBO LTD.(LOBO)$ Find out more here: LOBO Earnings Analysis LOBO EV Technologies LTD. (LOBO) Earnings Analysis

LOBO Earnings Analysis

LucasOng

08-02

Wait for NVIDA, best of meg 7

Tiger_comments

08-01

Mag 7 Earnings Diverge! Who’s Nailing the AI Pivot?

Big Tech's earnings season is nearly complete — with only $NVIDIA(NVDA)$ left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.Let’s see the winners first!1. $Meta Platforms, Inc.(META)$ jumped 11.25% after the company reported second-quarter earnings on Wednesday.Q2 sales increased 22% year over year, which was the same growth rate as a year ago. Q3 sales will come in a range between $47.5 billion and $50.5 billion, ahead of Wall Street estimates of $46.14 billion.CEO said Meta’s AI technology unlocked “greater efficiency and gains across our ad system.”Earnings per share: $7.14 vs. $5.92 expectedRevenue: $47.52 billion vs. $44.80 billion expec

Mag 7 Earnings Diverge! Who’s Nailing the AI Pivot?

Shyon

08-01

As I reflect on the Mag 7 Earnings Wrap-up titled "Is AI Boom Still Driving the Market?", I find myself intrigued by the performance of Big Tech this season. With earnings nearly complete and only Nvidia $NVIDIA Corp(NVDA)$ left to report, the mixed results among the Magnificent 7 paint an interesting picture. Four companies rallied after their reports, which is encouraging, while Tesla $Tesla Motors(TSLA)$ and Amazon $Amazon.com(AMZN)$ stumbled, showing some vulnerability in the sector. I was particularly surprised by Apple's

Tiger_Contra

08-01

💰 NEW ALPHA|Eyeing Potential Gains: VRT/AMSC/ALNT

💰 As July closes, U.S. stocks have seen a high-level correction, yet the momentum in CapEx remains strong.💹 $Vertiv Holdings LLC(VRT)$/$American Superconductor(AMSC)$/$Allient Inc.(ALNT)$: Poised to fully benefit from this wave of CapEx prosperity.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉

💰 NEW ALPHA|Eyeing Potential Gains: VRT/AMSC/ALNT

MaverickWealthBuilder

08-01

Big-Tech Weekly: Why AWS behind Azure/GCP? How Big-Tech Capex Boost NVDA?

Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr

Big-Tech Weekly: Why AWS behind Azure/GCP? How Big-Tech Capex Boost NVDA?

AN88

08-01

Yes ai is the future

Barcode

08-01

$Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ 🎯💰🔥 Big Tech’s $400B AI Arms Race Meets August’s Volatility Crossroads 🔥💰🎯 I’m extremely confident we’ve just crossed into a new era. Capital expenditures aren’t a cost; they’re a competitive weapon. The latest WSJ data confirms it: Amazon, Microsoft, Google, and Meta are on pace to collectively spend over $400 billion annually on infrastructure. This is a seismic shift that redefines leadership in the AI-first economy. The visual escalation in quarterly capex is undeniable. After years of steady growth, the post-2023 acceleration has turned parabolic. The 2025 forecast towers above all prior years

Lanceljx

08-01

This earnings season for the Magnificent 7 has offered a revealing look into the state of Big Tech, particularly in the context of AI momentum, cloud competition, and macroeconomic resilience. Here is a concise analysis of the key takeaways, surprises, and thematic shifts: --- 🧾 Earnings Recap - Magnificent 7 Performance Company Earnings Reaction Key Takeaway Apple ↑ Beat & rallied iPhone strength despite tariff fears; positive forward guidance Microsoft ↑ Strong rally Azure AI growth strong; copilot monetisation narrative continues Nvidia Pending The bellwether for AI expectations are sky-high Meta ↑ Surged Strong ad revenue, tight cost controls, Reels monetisation Alphabet ↑ Rallied Search & YouTube outperformed; AI integration progress Amazon ↓ Fell ~7% AWS growth lagged vs. Mic

xc__

08-01

Mag 7 Earnings Wrap-up: Is the AI Boom Still Fueling the Market?

The Magnificent Seven (Mag 7) earnings season is nearing its close, with only Nvidia yet to step up to the plate. This quarter delivered a rollercoaster of results: four of these tech titans rallied after their reports, while Tesla and Amazon hit speed bumps. Apple surprised with a beat-and-raise performance, powered by early iPhone purchases amid tariff threats, while Amazon’s stock slid 7% as AWS growth paled against rivals. As the dust settles, investors are left pondering—does Big Tech still hold its magic? Who stole the show? And is the AI boom still the golden ticket in today’s market? Let’s dive into the earnings wrap-up, unpack the surprises, and see if AI remains the unstoppable force driving stocks higher. Earnings Scorecard: Hits and Misses The Mag 7—Apple, Microsoft, Alphabet

Mag 7 Earnings Wrap-up: Is the AI Boom Still Fueling the Market?

Barcode

08-01

$Amazon.com(AMZN)$ $Apple(AAPL)$ 🧠📊🚀 8 Straight EPS Beats: Will Apple & Amazon’s Streak Ignite a Market Surge? 🚀📊🧠 🎯 Executive Summary: I’m extremely confident that the latest earnings from $AMZN and $AAPL, driven by their 8th consecutive EPS beats, signal a robust continuation of their growth trajectories amid a tech sector resurgence. Apple’s stock has surged 5% post-earnings, while Amazon’s shares climbed 7% on a 12% volume spike, reflecting strong market validation. This quarter’s performance aligns with a broader structural trend of tech giants outpacing macro headwinds, bolstered by insider buying from Apple’s CEO Tim Cook and institutional inflows into $SMH and $ARKF ETFs. The catalyst? Earning

TMC_REGARD

07-31

Apple and Amazon have both pulled off an impressive feat—eight consecutive quarters of EPS beats, outpacing even the loftiest Wall Street expectations. That kind of consistency doesn’t happen by accident; it speaks to operational excellence, relentless cost discipline, and an uncanny ability to surprise the Street just enough every earnings day. But with both giants heading into this quarter’s results under the microscope, the big question is: who’s more likely to keep the streak alive, and which long-term growth story is most compelling right now? Apple has been a masterclass in managing through headwinds—whether it’s supply chain snarls, slower iPhone cycles, or China softness. The company has used buybacks and higher-margin services growth to protect its bottom line, often beating EPS e

{"data":{"themeId":"0a60db678bf147ad83733f0220f6c71d","name":"Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?","description":"Big Tech's earnings season is nearly complete — with only Nvidia left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.\nAs earnings wrap up, one question remains: did this quarter reaffirm your faith in Big Tech? Who surprise you the most? Is AI boom still the best theme in stock market?","image":"https://community-static.tradeup.com/news/187a191e57cb1313b5da2207a50ecb19","type":0,"style":1,"follow":false,"createTime":1742874403272,"userCounts":10,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0a60db678bf147ad83733f0220f6c71d}&rnconfig={\"headerBarHidden\": true}","subscribe":false,"allowFollow":true,"hasReward":true,"rewardScore":1000,"rewardValidDate":1754582400000,"rewardEnd":true,"symbols":[],"tweetCounts":470,"categoryId":"7a15628ce2174325bddc6229505e0d70","options":[],"votedOptionId":"","totalUserCount":0,"followStatus":false,"themeName":"Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?","tweetAmount":470,"imageIsDefault":false,"aiDerivativeIssues":[]},"tab":"all","allList":[{"id":463227685200448,"gmtCreate":1754122589312,"gmtModify":1754122593142,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4210798667918912","idStr":"4210798667918912"},"themes":[],"htmlText":"Not sure but what do you guys think? <a href=\"https://ttm.financial/U/4087532242227530\">@ShiMei </a>&nbsp;<a href=\"https://ttm.financial/U/3524896630645711\">@DAISY </a>&nbsp;<a href=\"https://ttm.financial/U/3570187820160365\">@Laksa </a>&nbsp;","listText":"Not sure but what do you guys think? <a href=\"https://ttm.financial/U/4087532242227530\">@ShiMei </a>&nbsp;<a href=\"https://ttm.financial/U/3524896630645711\">@DAISY </a>&nbsp;<a href=\"https://ttm.financial/U/3570187820160365\">@Laksa </a>&nbsp;","text":"Not sure but what do you guys think? @ShiMei @DAISY @Laksa","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463227685200448","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463199192604936,"gmtCreate":1754115359792,"gmtModify":1754115363945,"author":{"id":"4125532638806262","authorId":"4125532638806262","name":"ECLC","avatar":"https://community-static.tradeup.com/news/09fb0c58bc7fe8c4936dcdd44711a4e0","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4125532638806262","idStr":"4125532638806262"},"themes":[],"htmlText":"The swing upon earning release is unpredictable but AI boom is not going away.","listText":"The swing upon earning release is unpredictable but AI boom is not going away.","text":"The swing upon earning release is unpredictable but AI boom is not going away.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463199192604936","isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463167745155864,"gmtCreate":1754107580533,"gmtModify":1754112342980,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"htmlText":"This quarter’s Big Tech earnings have painted a mixed but revealing picture of market sentiment, execution, and the sustainability of the AI-driven rally. --- ✅ Winners and Surprises Among the Magnificent 7, only three posted strong rallies post-earnings. These companies likely: Exceeded expectations not just in revenue or EPS, but in guidance and AI monetisation pathways Demonstrated operational leverage and improved margins Avoided overdependence on cyclical segments like hardware or e-commerce Surprise performer? Depending on your expectations, Microsoft or Meta may have stood out for their efficient AI integration and relatively disciplined cost management. --- ❌ Disappointments: Tesla, Amazon, Apple Tesla continued to face margin pressure, intensifying EV competition, and delivery unc","listText":"This quarter’s Big Tech earnings have painted a mixed but revealing picture of market sentiment, execution, and the sustainability of the AI-driven rally. --- ✅ Winners and Surprises Among the Magnificent 7, only three posted strong rallies post-earnings. These companies likely: Exceeded expectations not just in revenue or EPS, but in guidance and AI monetisation pathways Demonstrated operational leverage and improved margins Avoided overdependence on cyclical segments like hardware or e-commerce Surprise performer? Depending on your expectations, Microsoft or Meta may have stood out for their efficient AI integration and relatively disciplined cost management. --- ❌ Disappointments: Tesla, Amazon, Apple Tesla continued to face margin pressure, intensifying EV competition, and delivery unc","text":"This quarter’s Big Tech earnings have painted a mixed but revealing picture of market sentiment, execution, and the sustainability of the AI-driven rally. --- ✅ Winners and Surprises Among the Magnificent 7, only three posted strong rallies post-earnings. These companies likely: Exceeded expectations not just in revenue or EPS, but in guidance and AI monetisation pathways Demonstrated operational leverage and improved margins Avoided overdependence on cyclical segments like hardware or e-commerce Surprise performer? Depending on your expectations, Microsoft or Meta may have stood out for their efficient AI integration and relatively disciplined cost management. --- ❌ Disappointments: Tesla, Amazon, Apple Tesla continued to face margin pressure, intensifying EV competition, and delivery unc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463167745155864","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463147999158424,"gmtCreate":1754102774304,"gmtModify":1754112341696,"author":{"id":"3561713422683896","authorId":"3561713422683896","name":"TheStrategist","avatar":"https://community-static.tradeup.com/news/a1f9b1071e75ec59572f7ba9bbb0a4ed","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3561713422683896","idStr":"3561713422683896"},"themes":[],"htmlText":"We had a great summer rally and V shaped recovery now it's time for red. August is rebalancing. Simple as that, all as per schedule.","listText":"We had a great summer rally and V shaped recovery now it's time for red. August is rebalancing. Simple as that, all as per schedule.","text":"We had a great summer rally and V shaped recovery now it's time for red. August is rebalancing. Simple as that, all as per schedule.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463147999158424","isVote":1,"tweetType":1,"viewCount":228,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463104724763192,"gmtCreate":1754092660131,"gmtModify":1754092664371,"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4096093486770560","idStr":"4096093486770560"},"themes":[],"htmlText":"msft, meta, googl, nvda are nailing it. amzn doing so many things I hope they r nailing AI. tsla sounds like they are nailing it but currently still a car company appl don't know what AI is about.","listText":"msft, meta, googl, nvda are nailing it. amzn doing so many things I hope they r nailing AI. tsla sounds like they are nailing it but currently still a car company appl don't know what AI is about.","text":"msft, meta, googl, nvda are nailing it. amzn doing so many things I hope they r nailing AI. tsla sounds like they are nailing it but currently still a car company appl don't know what AI is about.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463104724763192","isVote":1,"tweetType":1,"viewCount":323,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463073393123568,"gmtCreate":1754084546419,"gmtModify":1754084550220,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"htmlText":"NVIDIA is a better product and biz with good leader","listText":"NVIDIA is a better product and biz with good leader","text":"NVIDIA is a better product and biz with good leader","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463073393123568","isVote":1,"tweetType":1,"viewCount":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463070284963928,"gmtCreate":1754084068728,"gmtModify":1754086115061,"author":{"id":"4201171232580812","authorId":"4201171232580812","name":"mysterY","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4201171232580812","idStr":"4201171232580812"},"themes":[],"htmlText":"I think its the kind of news you don't hear everyday&nbsp;","listText":"I think its the kind of news you don't hear everyday&nbsp;","text":"I think its the kind of news you don't hear everyday","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463070284963928","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463062561583472,"gmtCreate":1754082408567,"gmtModify":1754082412456,"author":{"id":"4163307718114632","authorId":"4163307718114632","name":"Jezza67","avatar":"https://community-static.tradeup.com/news/b8a84a84be782d05ac3983af989c0174","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4163307718114632","idStr":"4163307718114632"},"themes":[],"htmlText":"I wonder if Tesla have the technology to stop in the Mag 7 or whether its got too much competition from the rest of the automotive sector.","listText":"I wonder if Tesla have the technology to stop in the Mag 7 or whether its got too much competition from the rest of the automotive sector.","text":"I wonder if Tesla have the technology to stop in the Mag 7 or whether its got too much competition from the rest of the automotive sector.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463062561583472","isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463026276405952,"gmtCreate":1754073309247,"gmtModify":1754086138710,"author":{"id":"4116830875655632","authorId":"4116830875655632","name":"RampageBullArmy","avatar":"https://community-static.tradeup.com/news/6dbcc9baa0dcae289e4d618393c309f3","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4116830875655632","idStr":"4116830875655632"},"themes":[],"title":"LOBO Earnings Analysis","htmlText":"$Lobo = LOVE money love 10$ price<a href=\"https://ttm.financial/S/LOBO\">$LOBO LTD.(LOBO)$</a>&nbsp; <a href=\"https://ttm.financial/S/LOBO\">$LOBO LTD.(LOBO)$</a> <a href=\"https://ttm.financial/S/LOBO\">$LOBO LTD.(LOBO)$</a>&nbsp; Find out more here: <a href=\"https://ttm.financial/gpt/share/74ac023fdf4141039bdf6b6f50d96df7?utm_medium=tiger_community&amp;platform=iOS&amp;shareID=34d1933d2b57c64536cfc12fd1a5385d&amp;invite=CB2W69&amp;lang=en_US\">LOBO Earnings Analysis</a> LOBO EV Technologies LTD. (LOBO) Earnings Analysis","listText":"$Lobo = LOVE money love 10$ price<a href=\"https://ttm.financial/S/LOBO\">$LOBO LTD.(LOBO)$</a>&nbsp; <a href=\"https://ttm.financial/S/LOBO\">$LOBO LTD.(LOBO)$</a> <a href=\"https://ttm.financial/S/LOBO\">$LOBO LTD.(LOBO)$</a>&nbsp; Find out more here: <a href=\"https://ttm.financial/gpt/share/74ac023fdf4141039bdf6b6f50d96df7?utm_medium=tiger_community&amp;platform=iOS&amp;shareID=34d1933d2b57c64536cfc12fd1a5385d&amp;invite=CB2W69&amp;lang=en_US\">LOBO Earnings Analysis</a> LOBO EV Technologies LTD. (LOBO) Earnings Analysis","text":"$Lobo = LOVE money love 10$ price$LOBO LTD.(LOBO)$ $LOBO LTD.(LOBO)$ $LOBO LTD.(LOBO)$ Find out more here: LOBO Earnings Analysis LOBO EV Technologies LTD. (LOBO) Earnings Analysis","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463026276405952","isVote":2,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"vote":{"id":4790,"gmtBegin":1754073309226,"gmtEnd":1754678036868,"type":1,"upper":2,"title":"2$-10$","choices":[{"id":16721,"sort":1,"name":"3$","userSize":1,"voted":false},{"id":16722,"sort":2,"name":"$6","userSize":1,"voted":false},{"id":16723,"sort":3,"name":"$10","userSize":1,"voted":false}]},"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462948429254944,"gmtCreate":1754066974225,"gmtModify":1754066978203,"author":{"id":"4090968655092710","authorId":"4090968655092710","name":"LucasOng","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4090968655092710","idStr":"4090968655092710"},"themes":[],"htmlText":"Wait for NVIDA, best of meg 7","listText":"Wait for NVIDA, best of meg 7","text":"Wait for NVIDA, best of meg 7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462948429254944","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":463024313294864,"gmtCreate":1754062184007,"gmtModify":1754161202334,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501196737273098","idStr":"3501196737273098"},"themes":[],"title":"Mag 7 Earnings Diverge! Who’s Nailing the AI Pivot?","htmlText":"Big Tech's earnings season is nearly complete — with only <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.Let’s see the winners first!1. <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> jumped 11.25% after the company reported second-quarter earnings on Wednesday.Q2 sales increased 22% year over year, which was the same growth rate as a year ago. Q3 sales will come in a range between $47.5 billion and $50.5 billion, ahead of Wall Street estimates of $46.14 billion.CEO said Meta’s AI technology unlocked “greater efficiency and gains across our ad system.”Earnings per share: $7.14 vs. $5.92 expectedRevenue: $47.52 billion vs. $44.80 billion expec","listText":"Big Tech's earnings season is nearly complete — with only <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.Let’s see the winners first!1. <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> jumped 11.25% after the company reported second-quarter earnings on Wednesday.Q2 sales increased 22% year over year, which was the same growth rate as a year ago. Q3 sales will come in a range between $47.5 billion and $50.5 billion, ahead of Wall Street estimates of $46.14 billion.CEO said Meta’s AI technology unlocked “greater efficiency and gains across our ad system.”Earnings per share: $7.14 vs. $5.92 expectedRevenue: $47.52 billion vs. $44.80 billion expec","text":"Big Tech's earnings season is nearly complete — with only $NVIDIA(NVDA)$ left on deck. Among the Magnificent 7, 3 names rallied after their reports, while Tesla, Amazon and Apple stumbled.Let’s see the winners first!1. $Meta Platforms, Inc.(META)$ jumped 11.25% after the company reported second-quarter earnings on Wednesday.Q2 sales increased 22% year over year, which was the same growth rate as a year ago. Q3 sales will come in a range between $47.5 billion and $50.5 billion, ahead of Wall Street estimates of $46.14 billion.CEO said Meta’s AI technology unlocked “greater efficiency and gains across our ad system.”Earnings per share: $7.14 vs. $5.92 expectedRevenue: $47.52 billion vs. $44.80 billion expec","images":[{"img":"https://community-static.tradeup.com/news/b3f84769dba821a9d778d2caf5352266"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":1041,"commentSize":19,"repostSize":60,"link":"https://ttm.financial/post/463024313294864","isVote":1,"tweetType":1,"viewCount":18134,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"4143001014413252","authorId":"4143001014413252","name":"TimothyX","avatar":"https://community-static.tradeup.com/news/88095d545705c78d936c6451b3bf62a0","crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"4143001014413252","idStr":"4143001014413252"},"content":"Big Tech's earnings season is coming to an end-with only $NVIDIA (NVDA) $left on the deck. Of the seven giants, three companies saw their stock prices rise after their reports, while Tesla, Amazon and Apple performed poorly","text":"Big Tech's earnings season is coming to an end-with only $NVIDIA (NVDA) $left on the deck. Of the seven giants, three companies saw their stock prices rise after their reports, while Tesla, Amazon and Apple performed poorly","html":"Big Tech's earnings season is coming to an end-with only $NVIDIA (NVDA) $left on the deck. Of the seven giants, three companies saw their stock prices rise after their reports, while Tesla, Amazon and Apple performed poorly"},{"author":{"id":"4095756817621760","authorId":"4095756817621760","name":"Purplellama","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4095756817621760","idStr":"4095756817621760"},"content":"Each of the Mag 7 companies have strengths in different industries and have different revenue streams. As the old adage goes, diversification is important and it still is today.","text":"Each of the Mag 7 companies have strengths in different industries and have different revenue streams. As the old adage goes, diversification is important and it still is today.","html":"Each of the Mag 7 companies have strengths in different industries and have different revenue streams. As the old adage goes, diversification is important and it still is today."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":462916125745776,"gmtCreate":1754046415386,"gmtModify":1754297402561,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"htmlText":"As I reflect on the Mag 7 Earnings Wrap-up titled \"Is AI Boom Still Driving the Market?\", I find myself intrigued by the performance of Big Tech this season. With earnings nearly complete and only Nvidia&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; left to report, the mixed results among the Magnificent 7 paint an interesting picture. Four companies rallied after their reports, which is encouraging, while Tesla&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; and Amazon <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;stumbled, showing some vulnerability in the sector.&nbsp; I was particularly surprised by Apple's&nbsp;","listText":"As I reflect on the Mag 7 Earnings Wrap-up titled \"Is AI Boom Still Driving the Market?\", I find myself intrigued by the performance of Big Tech this season. With earnings nearly complete and only Nvidia&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; left to report, the mixed results among the Magnificent 7 paint an interesting picture. Four companies rallied after their reports, which is encouraging, while Tesla&nbsp;<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; and Amazon <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;stumbled, showing some vulnerability in the sector.&nbsp; I was particularly surprised by Apple's&nbsp;","text":"As I reflect on the Mag 7 Earnings Wrap-up titled \"Is AI Boom Still Driving the Market?\", I find myself intrigued by the performance of Big Tech this season. With earnings nearly complete and only Nvidia $NVIDIA Corp(NVDA)$ left to report, the mixed results among the Magnificent 7 paint an interesting picture. Four companies rallied after their reports, which is encouraging, while Tesla $Tesla Motors(TSLA)$ and Amazon $Amazon.com(AMZN)$ stumbled, showing some vulnerability in the sector. I was particularly surprised by Apple's","images":[{"img":"https://community-static.tradeup.com/news/059a499733d77291f319fc90f19204ed","width":"933","height":"456"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":39,"commentSize":10,"repostSize":8,"link":"https://ttm.financial/post/462916125745776","isVote":1,"tweetType":1,"viewCount":2436,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"If Apple buys an AI company or announce major news on that it can go up 10% in one day! STRONG BUY!","text":"If Apple buys an AI company or announce major news on that it can go up 10% in one day! STRONG BUY!","html":"If Apple buys an AI company or announce major news on that it can go up 10% in one day! STRONG BUY!"},{"author":{"id":"3527667612229510","authorId":"3527667612229510","name":"William85","avatar":"https://static.tigerbbs.com/524c2b779d765172bbfd2b18e3de63d9","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3527667612229510","idStr":"3527667612229510"},"content":"It's great to see your optimism, especially with Apple's strong performance.","text":"It's great to see your optimism, especially with Apple's strong performance.","html":"It's great to see your optimism, especially with Apple's strong performance."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":462943517933664,"gmtCreate":1754042363702,"gmtModify":1754044368510,"author":{"id":"10000000000010961","authorId":"10000000000010961","name":"Tiger_Contra","avatar":"https://static.tigerbbs.com/ae2d4002ef9664aba005cb3020f416f5","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010961","idStr":"10000000000010961"},"themes":[],"title":"💰 NEW ALPHA|Eyeing Potential Gains: VRT/AMSC/ALNT","htmlText":"💰 As July closes, U.S. stocks have seen a high-level correction, yet the momentum in CapEx remains strong.💹 <a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a>/<a href=\"https://ttm.financial/S/AMSC\">$American Superconductor(AMSC)$</a>/<a href=\"https://ttm.financial/S/ALNT\">$Allient Inc.(ALNT)$</a>: Poised to fully benefit from this wave of CapEx prosperity.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.<a href=\"https://ttm.financial/TW/367769452580952\" target=\"_blank\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a>","listText":"💰 As July closes, U.S. stocks have seen a high-level correction, yet the momentum in CapEx remains strong.💹 <a href=\"https://ttm.financial/S/VRT\">$Vertiv Holdings LLC(VRT)$</a>/<a href=\"https://ttm.financial/S/AMSC\">$American Superconductor(AMSC)$</a>/<a href=\"https://ttm.financial/S/ALNT\">$Allient Inc.(ALNT)$</a>: Poised to fully benefit from this wave of CapEx prosperity.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.<a href=\"https://ttm.financial/TW/367769452580952\" target=\"_blank\">💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉</a>","text":"💰 As July closes, U.S. stocks have seen a high-level correction, yet the momentum in CapEx remains strong.💹 $Vertiv Holdings LLC(VRT)$/$American Superconductor(AMSC)$/$Allient Inc.(ALNT)$: Poised to fully benefit from this wave of CapEx prosperity.📣 Stay tuned, supercharge purchasing power through CashBoost!Open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here.💰Join the TB Contra Telegram Group to Get $10 Trading Vouchers Now🎉","images":[{"img":"https://community-static.tradeup.com/news/2807447337b6aa8b23fa9f3efe23f9d9"},{"img":"https://community-static.tradeup.com/news/69a59e3f45b19b6d0efaa270c5763d5b"},{"img":"https://community-static.tradeup.com/news/1eabf08d6628ee1b48288efd70228825"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":21,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/462943517933664","isVote":1,"tweetType":1,"viewCount":13208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"EN","totalScore":0},{"id":462922700656648,"gmtCreate":1754037192580,"gmtModify":1754037307682,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102740236684050","idStr":"4102740236684050"},"themes":[],"title":"Big-Tech Weekly: Why AWS behind Azure/GCP? How Big-Tech Capex Boost NVDA?","htmlText":"Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr","listText":"Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr","text":"Big-Tech’s PerformanceMacro Headlines This Week: Rising Tariffs? Fed Disagreement; Structural Divergence in U.S. StocksTrump’s “Transactional Hegemony”Using tariffs as leverage to forcibly reshape global trade rules—short-term, it creates room for domestic industries, but long-term, it undermines the stability of global supply chains. His push for rate cuts is essentially laying the groundwork for fiscal expansion, fundamentally conflicting with the Fed's inflation mandate. On July 31, Trump signed an executive order imposing tariffs of 10% to 41% on goods from 92 countries, pushing the U.S. Dollar Index above 100—the highest level in nearly three years.The Fed’s Crisis of IndependenceThe Fed held rates steady in July. At the press conference, Chair Powell emphasized a “wait and see” appr","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":39,"commentSize":3,"repostSize":7,"link":"https://ttm.financial/post/462922700656648","isVote":1,"tweetType":1,"viewCount":16250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010994","idStr":"10000000000010994"},"content":"AWS becomes the backbone to support Amazon business expansion into every corner in the world in 5 years.","text":"AWS becomes the backbone to support Amazon business expansion into every corner in the world in 5 years.","html":"AWS becomes the backbone to support Amazon business expansion into every corner in the world in 5 years."},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"Just remember big dip in april. Whomever bought the dip did extremely well. This is a repeat.","text":"Just remember big dip in april. Whomever bought the dip did extremely well. This is a repeat.","html":"Just remember big dip in april. Whomever bought the dip did extremely well. This is a repeat."}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":462969433620872,"gmtCreate":1754035199505,"gmtModify":1754035203363,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"htmlText":"Yes ai is the future&nbsp;","listText":"Yes ai is the future&nbsp;","text":"Yes ai is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462969433620872","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462936224596192,"gmtCreate":1754025971324,"gmtModify":1754088602498,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 🎯💰🔥 Big Tech’s $400B AI Arms Race Meets August’s Volatility Crossroads 🔥💰🎯 I’m extremely confident we’ve just crossed into a new era. Capital expenditures aren’t a cost; they’re a competitive weapon. The latest WSJ data confirms it: Amazon, Microsoft, Google, and Meta are on pace to collectively spend over $400 billion annually on infrastructure. This is a seismic shift that redefines leadership in the AI-first economy. The visual escalation in quarterly capex is undeniable. After years of steady growth, the post-2023 acceleration has turned parabolic. The 2025 forecast towers above all prior years","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> 🎯💰🔥 Big Tech’s $400B AI Arms Race Meets August’s Volatility Crossroads 🔥💰🎯 I’m extremely confident we’ve just crossed into a new era. Capital expenditures aren’t a cost; they’re a competitive weapon. The latest WSJ data confirms it: Amazon, Microsoft, Google, and Meta are on pace to collectively spend over $400 billion annually on infrastructure. This is a seismic shift that redefines leadership in the AI-first economy. The visual escalation in quarterly capex is undeniable. After years of steady growth, the post-2023 acceleration has turned parabolic. The 2025 forecast towers above all prior years","text":"$Amazon.com(AMZN)$ $Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ 🎯💰🔥 Big Tech’s $400B AI Arms Race Meets August’s Volatility Crossroads 🔥💰🎯 I’m extremely confident we’ve just crossed into a new era. Capital expenditures aren’t a cost; they’re a competitive weapon. The latest WSJ data confirms it: Amazon, Microsoft, Google, and Meta are on pace to collectively spend over $400 billion annually on infrastructure. This is a seismic shift that redefines leadership in the AI-first economy. The visual escalation in quarterly capex is undeniable. After years of steady growth, the post-2023 acceleration has turned parabolic. The 2025 forecast towers above all prior years","images":[{"img":"https://community-static.tradeup.com/news/1a1f43944d33a8b0e134e8a01a430de4","width":"1472","height":"1182"},{"img":"https://community-static.tradeup.com/news/a05e8679f7e05266d167864e6a6573a7","width":"1473","height":"1044"},{"img":"https://community-static.tradeup.com/news/4db66a83bfe7a21da75110300543688e","width":"1472","height":"788"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":133,"commentSize":39,"repostSize":500,"link":"https://ttm.financial/post/462936224596192","isVote":1,"tweetType":1,"viewCount":10548,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"The guidance is a little weaker than expected. But this is a long-term buy on dips and hold stock. Will add more around $200 if ever reaching it.","text":"The guidance is a little weaker than expected. But this is a long-term buy on dips and hold stock. Will add more around $200 if ever reaching it.","html":"The guidance is a little weaker than expected. But this is a long-term buy on dips and hold stock. Will add more around $200 if ever reaching it."},{"author":{"id":"10000000000010955","authorId":"10000000000010955","name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010955","idStr":"10000000000010955"},"content":"Nice analysis! I’m afraid that the market is reaching its peak recently.","text":"Nice analysis! I’m afraid that the market is reaching its peak recently.","html":"Nice analysis! I’m afraid that the market is reaching its peak recently."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":462922609369824,"gmtCreate":1754023593947,"gmtModify":1754027674622,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4176423247955812","idStr":"4176423247955812"},"themes":[],"htmlText":"This earnings season for the Magnificent 7 has offered a revealing look into the state of Big Tech, particularly in the context of AI momentum, cloud competition, and macroeconomic resilience. Here is a concise analysis of the key takeaways, surprises, and thematic shifts: --- 🧾 Earnings Recap - Magnificent 7 Performance Company Earnings Reaction Key Takeaway Apple ↑ Beat &amp; rallied iPhone strength despite tariff fears; positive forward guidance Microsoft ↑ Strong rally Azure AI growth strong; copilot monetisation narrative continues Nvidia Pending The bellwether for AI expectations are sky-high Meta ↑ Surged Strong ad revenue, tight cost controls, Reels monetisation Alphabet ↑ Rallied Search &amp; YouTube outperformed; AI integration progress Amazon ↓ Fell ~7% AWS growth lagged vs. Mic","listText":"This earnings season for the Magnificent 7 has offered a revealing look into the state of Big Tech, particularly in the context of AI momentum, cloud competition, and macroeconomic resilience. Here is a concise analysis of the key takeaways, surprises, and thematic shifts: --- 🧾 Earnings Recap - Magnificent 7 Performance Company Earnings Reaction Key Takeaway Apple ↑ Beat &amp; rallied iPhone strength despite tariff fears; positive forward guidance Microsoft ↑ Strong rally Azure AI growth strong; copilot monetisation narrative continues Nvidia Pending The bellwether for AI expectations are sky-high Meta ↑ Surged Strong ad revenue, tight cost controls, Reels monetisation Alphabet ↑ Rallied Search &amp; YouTube outperformed; AI integration progress Amazon ↓ Fell ~7% AWS growth lagged vs. Mic","text":"This earnings season for the Magnificent 7 has offered a revealing look into the state of Big Tech, particularly in the context of AI momentum, cloud competition, and macroeconomic resilience. Here is a concise analysis of the key takeaways, surprises, and thematic shifts: --- 🧾 Earnings Recap - Magnificent 7 Performance Company Earnings Reaction Key Takeaway Apple ↑ Beat & rallied iPhone strength despite tariff fears; positive forward guidance Microsoft ↑ Strong rally Azure AI growth strong; copilot monetisation narrative continues Nvidia Pending The bellwether for AI expectations are sky-high Meta ↑ Surged Strong ad revenue, tight cost controls, Reels monetisation Alphabet ↑ Rallied Search & YouTube outperformed; AI integration progress Amazon ↓ Fell ~7% AWS growth lagged vs. Mic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462922609369824","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462916946989616,"gmtCreate":1754020434627,"gmtModify":1754042112627,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"Mag 7 Earnings Wrap-up: Is the AI Boom Still Fueling the Market?","htmlText":"The Magnificent Seven (Mag 7) earnings season is nearing its close, with only Nvidia yet to step up to the plate. This quarter delivered a rollercoaster of results: four of these tech titans rallied after their reports, while Tesla and Amazon hit speed bumps. Apple surprised with a beat-and-raise performance, powered by early iPhone purchases amid tariff threats, while Amazon’s stock slid 7% as AWS growth paled against rivals. As the dust settles, investors are left pondering—does Big Tech still hold its magic? Who stole the show? And is the AI boom still the golden ticket in today’s market? Let’s dive into the earnings wrap-up, unpack the surprises, and see if AI remains the unstoppable force driving stocks higher. Earnings Scorecard: Hits and Misses The Mag 7—Apple, Microsoft, Alphabet","listText":"The Magnificent Seven (Mag 7) earnings season is nearing its close, with only Nvidia yet to step up to the plate. This quarter delivered a rollercoaster of results: four of these tech titans rallied after their reports, while Tesla and Amazon hit speed bumps. Apple surprised with a beat-and-raise performance, powered by early iPhone purchases amid tariff threats, while Amazon’s stock slid 7% as AWS growth paled against rivals. As the dust settles, investors are left pondering—does Big Tech still hold its magic? Who stole the show? And is the AI boom still the golden ticket in today’s market? Let’s dive into the earnings wrap-up, unpack the surprises, and see if AI remains the unstoppable force driving stocks higher. Earnings Scorecard: Hits and Misses The Mag 7—Apple, Microsoft, Alphabet","text":"The Magnificent Seven (Mag 7) earnings season is nearing its close, with only Nvidia yet to step up to the plate. This quarter delivered a rollercoaster of results: four of these tech titans rallied after their reports, while Tesla and Amazon hit speed bumps. Apple surprised with a beat-and-raise performance, powered by early iPhone purchases amid tariff threats, while Amazon’s stock slid 7% as AWS growth paled against rivals. As the dust settles, investors are left pondering—does Big Tech still hold its magic? Who stole the show? And is the AI boom still the golden ticket in today’s market? Let’s dive into the earnings wrap-up, unpack the surprises, and see if AI remains the unstoppable force driving stocks higher. Earnings Scorecard: Hits and Misses The Mag 7—Apple, Microsoft, Alphabet","images":[{"img":"https://community-static.tradeup.com/news/07abace5d8d8d4bd05611a216dfea8e0","width":"1368","height":"846"},{"img":"https://community-static.tradeup.com/news/deabd011557da7cf1d2b08b7ae07053a","width":"1200","height":"900"},{"img":"https://community-static.tradeup.com/news/8832661195d446d7eccd19031e38b2ee","width":"1536","height":"1024"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":9,"commentSize":4,"repostSize":1,"link":"https://ttm.financial/post/462916946989616","isVote":1,"tweetType":1,"viewCount":1831,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011022","authorId":"10000000000011022","name":"Maurice Bertie","avatar":"https://static.tigerbbs.com/a79887b674855832bc9aa9eb15d52498","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011022","idStr":"10000000000011022"},"content":"AI’s maturing. Microsoft/Meta prove it works,still betting big here.","text":"AI’s maturing. Microsoft/Meta prove it works,still betting big here.","html":"AI’s maturing. Microsoft/Meta prove it works,still betting big here."},{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"Apple’s win, Tesla’s flop—AI’s real, but pick winners. Waiting on Nvidia!","text":"Apple’s win, Tesla’s flop—AI’s real, but pick winners. Waiting on Nvidia!","html":"Apple’s win, Tesla’s flop—AI’s real, but pick winners. Waiting on Nvidia!"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":462750382719448,"gmtCreate":1753982007667,"gmtModify":1754045881536,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> 🧠📊🚀 8 Straight EPS Beats: Will Apple &amp; Amazon’s Streak Ignite a Market Surge? 🚀📊🧠 🎯 Executive Summary: I’m extremely confident that the latest earnings from $AMZN and $AAPL, driven by their 8th consecutive EPS beats, signal a robust continuation of their growth trajectories amid a tech sector resurgence. Apple’s stock has surged 5% post-earnings, while Amazon’s shares climbed 7% on a 12% volume spike, reflecting strong market validation. This quarter’s performance aligns with a broader structural trend of tech giants outpacing macro headwinds, bolstered by insider buying from Apple’s CEO Tim Cook and institutional inflows into $SMH and $ARKF ETFs. The catalyst? Earning","listText":"<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> 🧠📊🚀 8 Straight EPS Beats: Will Apple &amp; Amazon’s Streak Ignite a Market Surge? 🚀📊🧠 🎯 Executive Summary: I’m extremely confident that the latest earnings from $AMZN and $AAPL, driven by their 8th consecutive EPS beats, signal a robust continuation of their growth trajectories amid a tech sector resurgence. Apple’s stock has surged 5% post-earnings, while Amazon’s shares climbed 7% on a 12% volume spike, reflecting strong market validation. This quarter’s performance aligns with a broader structural trend of tech giants outpacing macro headwinds, bolstered by insider buying from Apple’s CEO Tim Cook and institutional inflows into $SMH and $ARKF ETFs. The catalyst? Earning","text":"$Amazon.com(AMZN)$ $Apple(AAPL)$ 🧠📊🚀 8 Straight EPS Beats: Will Apple & Amazon’s Streak Ignite a Market Surge? 🚀📊🧠 🎯 Executive Summary: I’m extremely confident that the latest earnings from $AMZN and $AAPL, driven by their 8th consecutive EPS beats, signal a robust continuation of their growth trajectories amid a tech sector resurgence. Apple’s stock has surged 5% post-earnings, while Amazon’s shares climbed 7% on a 12% volume spike, reflecting strong market validation. This quarter’s performance aligns with a broader structural trend of tech giants outpacing macro headwinds, bolstered by insider buying from Apple’s CEO Tim Cook and institutional inflows into $SMH and $ARKF ETFs. The catalyst? Earning","images":[{"img":"https://community-static.tradeup.com/news/28136330a3e4fcf5dc0aa4bdcc61c3f0","width":"2752","height":"1814"},{"img":"https://community-static.tradeup.com/news/1a895fa04f602906a2cf58b36eb11030","width":"1472","height":"976"},{"img":"https://community-static.tradeup.com/news/2ded57edd24a257288e65919815586e1","width":"1473","height":"807"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":86,"commentSize":5,"repostSize":13,"link":"https://ttm.financial/post/462750382719448","isVote":1,"tweetType":1,"viewCount":1998,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011023","authorId":"10000000000011023","name":"Athena Spenser","avatar":"https://static.tigerbbs.com/79994bc77de771ec5e7fabc95b9d921d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011023","idStr":"10000000000011023"},"content":"AWS firing on all cylinders. $190 breakout is legit, targeting $220.","text":"AWS firing on all cylinders. $190 breakout is legit, targeting $220.","html":"AWS firing on all cylinders. $190 breakout is legit, targeting $220."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":462658825695824,"gmtCreate":1753959192354,"gmtModify":1753967146459,"author":{"id":"4214129204596242","authorId":"4214129204596242","name":"TMC_REGARD","avatar":"https://community-static.tradeup.com/news/452e43878d14f1486aa038ea5d9e85b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4214129204596242","idStr":"4214129204596242"},"themes":[],"htmlText":"Apple and Amazon have both pulled off an impressive feat—eight consecutive quarters of EPS beats, outpacing even the loftiest Wall Street expectations. That kind of consistency doesn’t happen by accident; it speaks to operational excellence, relentless cost discipline, and an uncanny ability to surprise the Street just enough every earnings day. But with both giants heading into this quarter’s results under the microscope, the big question is: who’s more likely to keep the streak alive, and which long-term growth story is most compelling right now? Apple has been a masterclass in managing through headwinds—whether it’s supply chain snarls, slower iPhone cycles, or China softness. The company has used buybacks and higher-margin services growth to protect its bottom line, often beating EPS e","listText":"Apple and Amazon have both pulled off an impressive feat—eight consecutive quarters of EPS beats, outpacing even the loftiest Wall Street expectations. That kind of consistency doesn’t happen by accident; it speaks to operational excellence, relentless cost discipline, and an uncanny ability to surprise the Street just enough every earnings day. But with both giants heading into this quarter’s results under the microscope, the big question is: who’s more likely to keep the streak alive, and which long-term growth story is most compelling right now? Apple has been a masterclass in managing through headwinds—whether it’s supply chain snarls, slower iPhone cycles, or China softness. The company has used buybacks and higher-margin services growth to protect its bottom line, often beating EPS e","text":"Apple and Amazon have both pulled off an impressive feat—eight consecutive quarters of EPS beats, outpacing even the loftiest Wall Street expectations. That kind of consistency doesn’t happen by accident; it speaks to operational excellence, relentless cost discipline, and an uncanny ability to surprise the Street just enough every earnings day. But with both giants heading into this quarter’s results under the microscope, the big question is: who’s more likely to keep the streak alive, and which long-term growth story is most compelling right now? Apple has been a masterclass in managing through headwinds—whether it’s supply chain snarls, slower iPhone cycles, or China softness. The company has used buybacks and higher-margin services growth to protect its bottom line, often beating EPS e","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/462658825695824","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":451882891915752,"gmtCreate":1751348944473,"gmtModify":1751426890277,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"AAPL chose GSAT is Elon Musk's Starlink loss.","htmlText":"A Good Mystery Novel. The relationship between <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> and Starlink is a complex saga of : Strategic rivalry. Missed partnerships. Ever evolving satellite connectivity strategies. The whole story is objectively summarized. Enjoy ! The Timeline Satellite Ambitions (2015–2022): Apple launched Project Eagle, an initiative to build its own satellite network, in partnership with <a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a>. Aim - to provide high-speed wireless internet directly to Apple devices, bypassing telecom providers. The project faced significant regulatory hurdles and risked alienating key telecom partners like AT&amp;T and Verizon. Ultimately, Apple shelved the project and opted for a more cautious approach. Musk’s August Propos","listText":"A Good Mystery Novel. The relationship between <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> and Starlink is a complex saga of : Strategic rivalry. Missed partnerships. Ever evolving satellite connectivity strategies. The whole story is objectively summarized. Enjoy ! The Timeline Satellite Ambitions (2015–2022): Apple launched Project Eagle, an initiative to build its own satellite network, in partnership with <a href=\"https://ttm.financial/S/BA\">$Boeing(BA)$</a>. Aim - to provide high-speed wireless internet directly to Apple devices, bypassing telecom providers. The project faced significant regulatory hurdles and risked alienating key telecom partners like AT&amp;T and Verizon. Ultimately, Apple shelved the project and opted for a more cautious approach. Musk’s August Propos","text":"A Good Mystery Novel. The relationship between $Apple(AAPL)$ and Starlink is a complex saga of : Strategic rivalry. Missed partnerships. Ever evolving satellite connectivity strategies. The whole story is objectively summarized. Enjoy ! The Timeline Satellite Ambitions (2015–2022): Apple launched Project Eagle, an initiative to build its own satellite network, in partnership with $Boeing(BA)$. Aim - to provide high-speed wireless internet directly to Apple devices, bypassing telecom providers. The project faced significant regulatory hurdles and risked alienating key telecom partners like AT&T and Verizon. Ultimately, Apple shelved the project and opted for a more cautious approach. Musk’s August Propos","images":[{"img":"https://community-static.tradeup.com/news/e193064c4be571a2e7bc1e9fd737a812","width":"616","height":"367"},{"img":"https://community-static.tradeup.com/news/0331a9a2a0070b345cbe9b88a4f40d60","width":"956","height":"155"},{"img":"https://community-static.tradeup.com/news/7c84cc49f2ea663b8dd76be013369db1","width":"1281","height":"176"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":47,"commentSize":6,"repostSize":264,"link":"https://ttm.financial/post/451882891915752","isVote":1,"tweetType":1,"viewCount":7250,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011856","authorIdStr":"10000000000011856"},"content":"Impressive deep dive. I’ll be watching how the FCC rules — if GSAT holds its ground, this could be a nice long-term defensive tech play.[Strong]","text":"Impressive deep dive. I’ll be watching how the FCC rules — if GSAT holds its ground, this could be a nice long-term defensive tech play.[Strong]","html":"Impressive deep dive. I’ll be watching how the FCC rules — if GSAT holds its ground, this could be a nice long-term defensive tech play.[Strong]"},{"author":{"id":"10000000000010970","authorId":"10000000000010970","name":"AL_Ishan","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010970","authorIdStr":"10000000000010970"},"content":"This is wild. Elon really playing 4D chess while GSAT lowkey pumping. Might just YOLO a few calls and see what happens. 🚀","text":"This is wild. Elon really playing 4D chess while GSAT lowkey pumping. Might just YOLO a few calls and see what happens. 🚀","html":"This is wild. Elon really playing 4D chess while GSAT lowkey pumping. Might just YOLO a few calls and see what happens. 🚀"}],"imageCount":15,"langContent":"EN","totalScore":0},{"id":465181014974536,"gmtCreate":1754581891849,"gmtModify":1754628320228,"author":{"id":"4159970598736412","authorId":"4159970598736412","name":"Spiders","avatar":"https://community-static.tradeup.com/news/a08fe88b7b62506e5bc7ffed483a03a9","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4159970598736412","authorIdStr":"4159970598736412"},"themes":[],"title":"Mag 7 Earnings Wrap-up: Is AI Boom Still Driving the Market?","htmlText":"Big Tech earnings season is just about wrapped up, with only Nvidia left on deck and the scoreboard among the Magnificent 7 is looking... mixed. So far, three of the seven managed to rally post-earnings. The other three — Tesla, Amazon, and Apple — stumbled. Not a total disaster, but it wasn’t a complete flop either. The AI narrative is still very much alive. Apple (AAPL) Amazon.com (AMZN) Tesla Motors (TSLA) As for me? I didn’t even bother watching most of the earnings this round, especially the AI-linked names. Not because I’m out of touch, but because I already know I'm not going to buy them. Whether the earnings were good, bad, or somewhere in between, I wasn’t planning to jump in. These stocks have run so far, so fast over the last few years that even a “bad” quarter doesn’t necessari","listText":"Big Tech earnings season is just about wrapped up, with only Nvidia left on deck and the scoreboard among the Magnificent 7 is looking... mixed. So far, three of the seven managed to rally post-earnings. The other three — Tesla, Amazon, and Apple — stumbled. Not a total disaster, but it wasn’t a complete flop either. The AI narrative is still very much alive. Apple (AAPL) Amazon.com (AMZN) Tesla Motors (TSLA) As for me? I didn’t even bother watching most of the earnings this round, especially the AI-linked names. Not because I’m out of touch, but because I already know I'm not going to buy them. Whether the earnings were good, bad, or somewhere in between, I wasn’t planning to jump in. These stocks have run so far, so fast over the last few years that even a “bad” quarter doesn’t necessari","text":"Big Tech earnings season is just about wrapped up, with only Nvidia left on deck and the scoreboard among the Magnificent 7 is looking... mixed. So far, three of the seven managed to rally post-earnings. The other three — Tesla, Amazon, and Apple — stumbled. Not a total disaster, but it wasn’t a complete flop either. The AI narrative is still very much alive. Apple (AAPL) Amazon.com (AMZN) Tesla Motors (TSLA) As for me? I didn’t even bother watching most of the earnings this round, especially the AI-linked names. Not because I’m out of touch, but because I already know I'm not going to buy them. Whether the earnings were good, bad, or somewhere in between, I wasn’t planning to jump in. These stocks have run so far, so fast over the last few years that even a “bad” quarter doesn’t necessari","images":[{"img":"https://community-static.tradeup.com/news/fe274c3f7cd176c6289e16408aed3b30","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/5637fb5d6cf27a9f9283f8e12f19eb24","width":"560","height":"240"},{"img":"https://community-static.tradeup.com/news/ef26b4671680592c87003d8e69c83c3b","width":"560","height":"240"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":14,"commentSize":3,"repostSize":1,"link":"https://ttm.financial/post/465181014974536","isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011020","authorId":"10000000000011020","name":"Reg Ford","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011020","authorIdStr":"10000000000011020"},"content":"Magnificent 7 mixed? Good, tired of overpriced AI plays anyway.","text":"Magnificent 7 mixed? Good, tired of overpriced AI plays anyway.","html":"Magnificent 7 mixed? Good, tired of overpriced AI plays anyway."},{"author":{"id":"10000000000011021","authorId":"10000000000011021","name":"Norton Rebecca","avatar":"https://static.tigerbbs.com/36f25b4af7998a90a0205e568a910bb3","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011021","authorIdStr":"10000000000011021"},"content":"Nvidia won’t change it—underrated gems are where the real gains are.","text":"Nvidia won’t change it—underrated gems are where the real gains are.","html":"Nvidia won’t change it—underrated gems are where the real gains are."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":463973316050952,"gmtCreate":1754293690480,"gmtModify":1754306290088,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"🎁Capturing Top 10 Ex_dividend: CALM, AMP, ETN, OMF, BX...","htmlText":"1. Which High Ex-dividend Stock (on 4 August ~ 8 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like <a href=\"https://ttm.financial/S/CALM\">$Cal-Maine(CALM)$</a> $ and <a href=\"https://ttm.financial/S/AMP\">$Ameriprise(AMP)$</a> showing below are about to give decent dividends into \"your pocket\".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just","listText":"1. Which High Ex-dividend Stock (on 4 August ~ 8 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like <a href=\"https://ttm.financial/S/CALM\">$Cal-Maine(CALM)$</a> $ and <a href=\"https://ttm.financial/S/AMP\">$Ameriprise(AMP)$</a> showing below are about to give decent dividends into \"your pocket\".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just","text":"1. Which High Ex-dividend Stock (on 4 August ~ 8 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $Cal-Maine(CALM)$ $ and $Ameriprise(AMP)$ showing below are about to give decent dividends into \"your pocket\".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just","images":[{"img":"https://community-static.tradeup.com/news/cc787aa931fc104485aa1f110c4fb08b"},{"img":"https://community-static.tradeup.com/news/134b28699a55bfc062824297d84dd0eb"},{"img":"https://community-static.tradeup.com/news/d6ea3e877f872281a57f3ae6bddcd6fa"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":186,"commentSize":8,"repostSize":15,"link":"https://ttm.financial/post/463973316050952","isVote":1,"tweetType":1,"viewCount":3805,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"content":"$Cal-Maine(CALM)$ 🤑📈🚀 Top Ex-Dividend Stocks to Seize This Week: Can CALM Lead the Charge? 🚀📈🤑 🎯 Executive Summary: I’m extremely confident that Cal-Maine Foods (CALM) stands out as the premier ex-dividend stock to target from August 4–8, 2025. With a robust $2.35 dividend payout looming and an ex-dividend date of August 4, this move aligns with a broader resurgence in consumer staples amid inflationary pressures. The stock’s current price of $111.14 reflects a 2.13% year-to-date (YTD) gain, bolstered by insider buying trends and institutional accumulation, signaling strong conviction. This isn’t merely a dividend play; it’s a strategic entry into a sector poised for stability as macro volatility persists. 💰 Financial Performance Breakdown: Cal-Maine’s financials underscore its appeal. The company reported Q3 2025 revenue of $1.03 billion, up 8.9% year-over-year (YoY), driven by a 12% increase in egg sales volume. Adjusted EPS hit $1.92, surpassing consensus estimates of $1.85 by 3.8%, while net income rose 15.2% YoY to $445 million. Free cash flow (FCF) strengthened to $320 million, a 10% QoQ improvement, with EBITDA margins expanding to 22.3% from 20.1% last year. Segment growth in specialty eggs contributed 18% to revenue, highlighting diversification success. 🛠️ Strategic Headwinds & Execution Risk: Despite its strength, Cal-Maine faces risks. Rising feed costs, up 9% YoY due to avian flu disruptions, could compress margins if unmitigated. Regulatory scrutiny over poultry welfare standards poses a compliance challenge; however, management reaffirmed 2025 guidance of $4.50–$4.80 EPS. Overexpansion into new markets risks capex overruns, yet the company’s execution track record, delivering 95% of projects on time, mitigates this concern. Strategic agility will be key. 🧠 Analyst & Institutional Sentiment: Analyst sentiment leans bullish. Goldman Sachs raised its price target to $125 (implied upside 12.5%) with a Buy rating, while Barclays initiated coverage at $118 (6.2% upside) with an Overweight call. The average target sits at $121.50, with a high of $130 and low of $110, reflecting warming sentiment. ETF inclusion in $XLP (Consumer Staples Select Sector SPDR) boosts visibility, and call/put flow shows a 2:1 call bias. Institutional buying increased 5% QoQ, with 12% insider ownership reinforcing confidence. 📉📈 Technical Setup: CALM’s chart paints a bullish picture. Support holds at $105 (50DMA), with resistance at $115 (21EMA) recently breached, signaling a breakout. RSI climbs to 68, indicating momentum without overbought conditions (70+). MACD shows a bullish crossover, with the line above the signal at 0.45. A cup-and-handle pattern emerges, targeting $125 (base) and $135 (stretch). Bollinger bands widen, confirming volatility, with the price hugging the upper band, which is often a precursor to sustained upside. 🌍 Macro & Peer Context: In a macro environment of 4.5% Fed rates and geopolitical supply chain tensions, consumer staples like CALM outperform. Peers such as $HRL (Hormel Foods) and $TSN (Tyson Foods) lag, with HRL down 3.2% YTD and TSN flat, while CALM’s 2.13% gain outpaces the sector’s 1.8% average. ETF rotations favor $XLP, with $500 million inflows last month, reflecting defensive positioning amid uncertainty. 📊 Valuation & Capital Health: CALM trades at a forward P/E of 18.2x, below the sector’s 20.5x, and a PEG of 1.1, suggesting fair valuation. EV/EBITDA stands at 12.3x versus a peer average of 14x, while price-to-FCF yields 8.2%, attractive for dividend seekers. Cash reserves hit $600 million, with debt at $150 million (CET1 ratio 15%), ensuring robust capital health. Projections estimate EPS growth to $5.00 by Q4 2025. ⚖️ Verdict & Trade Plan: Buy CALM. Enter at $112–$114, with a stop-loss at $105. Target $125 (base) and $135 (stretch), confirmed by a volume spike above 1.2 million shares or a retest of $115 resistance. Upcoming catalysts include the August 19 payment date and Q4 earnings on September 15, where guidance updates could fuel momentum. 🏁 Conclusion: This isn’t just a dividend grab. It’s a calculated stake in a company outpacing its peers and navigating macro storms with precision. The market may hesitate, but I see a structural winner emerging. 📌 Key Takeaways: • Dividend: $2.35, ex-date August 4, payment August 19. • EPS: $1.92, beat consensus $1.85 by 3.8%. • Analyst PT: Goldman Sachs $125, Buy; Barclays $118, Overweight. • YTD: +2.13%, outpacing $HRL (-3.2%) and $TSN (0%). • Technical: Breakout above $115, RSI 68, MACD bullish crossover. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings","text":"$Cal-Maine(CALM)$ 🤑📈🚀 Top Ex-Dividend Stocks to Seize This Week: Can CALM Lead the Charge? 🚀📈🤑 🎯 Executive Summary: I’m extremely confident that Cal-Maine Foods (CALM) stands out as the premier ex-dividend stock to target from August 4–8, 2025. With a robust $2.35 dividend payout looming and an ex-dividend date of August 4, this move aligns with a broader resurgence in consumer staples amid inflationary pressures. The stock’s current price of $111.14 reflects a 2.13% year-to-date (YTD) gain, bolstered by insider buying trends and institutional accumulation, signaling strong conviction. This isn’t merely a dividend play; it’s a strategic entry into a sector poised for stability as macro volatility persists. 💰 Financial Performance Breakdown: Cal-Maine’s financials underscore its appeal. The company reported Q3 2025 revenue of $1.03 billion, up 8.9% year-over-year (YoY), driven by a 12% increase in egg sales volume. Adjusted EPS hit $1.92, surpassing consensus estimates of $1.85 by 3.8%, while net income rose 15.2% YoY to $445 million. Free cash flow (FCF) strengthened to $320 million, a 10% QoQ improvement, with EBITDA margins expanding to 22.3% from 20.1% last year. Segment growth in specialty eggs contributed 18% to revenue, highlighting diversification success. 🛠️ Strategic Headwinds & Execution Risk: Despite its strength, Cal-Maine faces risks. Rising feed costs, up 9% YoY due to avian flu disruptions, could compress margins if unmitigated. Regulatory scrutiny over poultry welfare standards poses a compliance challenge; however, management reaffirmed 2025 guidance of $4.50–$4.80 EPS. Overexpansion into new markets risks capex overruns, yet the company’s execution track record, delivering 95% of projects on time, mitigates this concern. Strategic agility will be key. 🧠 Analyst & Institutional Sentiment: Analyst sentiment leans bullish. Goldman Sachs raised its price target to $125 (implied upside 12.5%) with a Buy rating, while Barclays initiated coverage at $118 (6.2% upside) with an Overweight call. The average target sits at $121.50, with a high of $130 and low of $110, reflecting warming sentiment. ETF inclusion in $XLP (Consumer Staples Select Sector SPDR) boosts visibility, and call/put flow shows a 2:1 call bias. Institutional buying increased 5% QoQ, with 12% insider ownership reinforcing confidence. 📉📈 Technical Setup: CALM’s chart paints a bullish picture. Support holds at $105 (50DMA), with resistance at $115 (21EMA) recently breached, signaling a breakout. RSI climbs to 68, indicating momentum without overbought conditions (70+). MACD shows a bullish crossover, with the line above the signal at 0.45. A cup-and-handle pattern emerges, targeting $125 (base) and $135 (stretch). Bollinger bands widen, confirming volatility, with the price hugging the upper band, which is often a precursor to sustained upside. 🌍 Macro & Peer Context: In a macro environment of 4.5% Fed rates and geopolitical supply chain tensions, consumer staples like CALM outperform. Peers such as $HRL (Hormel Foods) and $TSN (Tyson Foods) lag, with HRL down 3.2% YTD and TSN flat, while CALM’s 2.13% gain outpaces the sector’s 1.8% average. ETF rotations favor $XLP, with $500 million inflows last month, reflecting defensive positioning amid uncertainty. 📊 Valuation & Capital Health: CALM trades at a forward P/E of 18.2x, below the sector’s 20.5x, and a PEG of 1.1, suggesting fair valuation. EV/EBITDA stands at 12.3x versus a peer average of 14x, while price-to-FCF yields 8.2%, attractive for dividend seekers. Cash reserves hit $600 million, with debt at $150 million (CET1 ratio 15%), ensuring robust capital health. Projections estimate EPS growth to $5.00 by Q4 2025. ⚖️ Verdict & Trade Plan: Buy CALM. Enter at $112–$114, with a stop-loss at $105. Target $125 (base) and $135 (stretch), confirmed by a volume spike above 1.2 million shares or a retest of $115 resistance. Upcoming catalysts include the August 19 payment date and Q4 earnings on September 15, where guidance updates could fuel momentum. 🏁 Conclusion: This isn’t just a dividend grab. It’s a calculated stake in a company outpacing its peers and navigating macro storms with precision. The market may hesitate, but I see a structural winner emerging. 📌 Key Takeaways: • Dividend: $2.35, ex-date August 4, payment August 19. • EPS: $1.92, beat consensus $1.85 by 3.8%. • Analyst PT: Goldman Sachs $125, Buy; Barclays $118, Overweight. • YTD: +2.13%, outpacing $HRL (-3.2%) and $TSN (0%). • Technical: Breakout above $115, RSI 68, MACD bullish crossover. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings","html":"$Cal-Maine(CALM)$ 🤑📈🚀 Top Ex-Dividend Stocks to Seize This Week: Can CALM Lead the Charge? 🚀📈🤑 🎯 Executive Summary: I’m extremely confident that Cal-Maine Foods (CALM) stands out as the premier ex-dividend stock to target from August 4–8, 2025. With a robust $2.35 dividend payout looming and an ex-dividend date of August 4, this move aligns with a broader resurgence in consumer staples amid inflationary pressures. The stock’s current price of $111.14 reflects a 2.13% year-to-date (YTD) gain, bolstered by insider buying trends and institutional accumulation, signaling strong conviction. This isn’t merely a dividend play; it’s a strategic entry into a sector poised for stability as macro volatility persists. 💰 Financial Performance Breakdown: Cal-Maine’s financials underscore its appeal. The company reported Q3 2025 revenue of $1.03 billion, up 8.9% year-over-year (YoY), driven by a 12% increase in egg sales volume. Adjusted EPS hit $1.92, surpassing consensus estimates of $1.85 by 3.8%, while net income rose 15.2% YoY to $445 million. Free cash flow (FCF) strengthened to $320 million, a 10% QoQ improvement, with EBITDA margins expanding to 22.3% from 20.1% last year. Segment growth in specialty eggs contributed 18% to revenue, highlighting diversification success. 🛠️ Strategic Headwinds & Execution Risk: Despite its strength, Cal-Maine faces risks. Rising feed costs, up 9% YoY due to avian flu disruptions, could compress margins if unmitigated. Regulatory scrutiny over poultry welfare standards poses a compliance challenge; however, management reaffirmed 2025 guidance of $4.50–$4.80 EPS. Overexpansion into new markets risks capex overruns, yet the company’s execution track record, delivering 95% of projects on time, mitigates this concern. Strategic agility will be key. 🧠 Analyst & Institutional Sentiment: Analyst sentiment leans bullish. Goldman Sachs raised its price target to $125 (implied upside 12.5%) with a Buy rating, while Barclays initiated coverage at $118 (6.2% upside) with an Overweight call. The average target sits at $121.50, with a high of $130 and low of $110, reflecting warming sentiment. ETF inclusion in $XLP (Consumer Staples Select Sector SPDR) boosts visibility, and call/put flow shows a 2:1 call bias. Institutional buying increased 5% QoQ, with 12% insider ownership reinforcing confidence. 📉📈 Technical Setup: CALM’s chart paints a bullish picture. Support holds at $105 (50DMA), with resistance at $115 (21EMA) recently breached, signaling a breakout. RSI climbs to 68, indicating momentum without overbought conditions (70+). MACD shows a bullish crossover, with the line above the signal at 0.45. A cup-and-handle pattern emerges, targeting $125 (base) and $135 (stretch). Bollinger bands widen, confirming volatility, with the price hugging the upper band, which is often a precursor to sustained upside. 🌍 Macro & Peer Context: In a macro environment of 4.5% Fed rates and geopolitical supply chain tensions, consumer staples like CALM outperform. Peers such as $HRL (Hormel Foods) and $TSN (Tyson Foods) lag, with HRL down 3.2% YTD and TSN flat, while CALM’s 2.13% gain outpaces the sector’s 1.8% average. ETF rotations favor $XLP, with $500 million inflows last month, reflecting defensive positioning amid uncertainty. 📊 Valuation & Capital Health: CALM trades at a forward P/E of 18.2x, below the sector’s 20.5x, and a PEG of 1.1, suggesting fair valuation. EV/EBITDA stands at 12.3x versus a peer average of 14x, while price-to-FCF yields 8.2%, attractive for dividend seekers. Cash reserves hit $600 million, with debt at $150 million (CET1 ratio 15%), ensuring robust capital health. Projections estimate EPS growth to $5.00 by Q4 2025. ⚖️ Verdict & Trade Plan: Buy CALM. Enter at $112–$114, with a stop-loss at $105. Target $125 (base) and $135 (stretch), confirmed by a volume spike above 1.2 million shares or a retest of $115 resistance. Upcoming catalysts include the August 19 payment date and Q4 earnings on September 15, where guidance updates could fuel momentum. 🏁 Conclusion: This isn’t just a dividend grab. It’s a calculated stake in a company outpacing its peers and navigating macro storms with precision. The market may hesitate, but I see a structural winner emerging. 📌 Key Takeaways: • Dividend: $2.35, ex-date August 4, payment August 19. • EPS: $1.92, beat consensus $1.85 by 3.8%. • Analyst PT: Goldman Sachs $125, Buy; Barclays $118, Overweight. • YTD: +2.13%, outpacing $HRL (-3.2%) and $TSN (0%). • Technical: Breakout above $115, RSI 68, MACD bullish crossover. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings"},{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"content":"$Cal-Maine(CALM)$ 🤑📈🚀 Top Ex-Dividend Stocks to Seize This Week: Can CALM Lead the Charge? 🚀📈🤑 🎯 Executive Summary: I’m extremely confident that Cal-Maine Foods (CALM) stands out as the premier ex-dividend stock to target from August 4–8, 2025. With a robust $2.35 dividend payout looming and an ex-dividend date of August 4, this move aligns with a broader resurgence in consumer staples amid inflationary pressures. The stock’s current price of $111.14 reflects a 2.13% year-to-date (YTD) gain, bolstered by insider buying trends and institutional accumulation, signaling strong conviction. This isn’t merely a dividend play; it’s a strategic entry into a sector poised for stability as macro volatility persists. 💰 Financial Performance Breakdown: Cal-Maine’s financials underscore its appeal. The company reported Q3 2025 revenue of $1.03 billion, up 8.9% year-over-year (YoY), driven by a 12% increase in egg sales volume. Adjusted EPS hit $1.92, surpassing consensus estimates of $1.85 by 3.8%, while net income rose 15.2% YoY to $445 million. Free cash flow (FCF) strengthened to $320 million, a 10% QoQ improvement, with EBITDA margins expanding to 22.3% from 20.1% last year. Segment growth in specialty eggs contributed 18% to revenue, highlighting diversification success. 🛠️ Strategic Headwinds & Execution Risk: Despite its strength, Cal-Maine faces risks. Rising feed costs, up 9% YoY due to avian flu disruptions, could compress margins if unmitigated. Regulatory scrutiny over poultry welfare standards poses a compliance challenge; however, management reaffirmed 2025 guidance of $4.50–$4.80 EPS. Overexpansion into new markets risks capex overruns, yet the company’s execution track record, delivering 95% of projects on time, mitigates this concern. Strategic agility will be key. 🧠 Analyst & Institutional Sentiment: Analyst sentiment leans bullish. Goldman Sachs raised its price target to $125 (implied upside 12.5%) with a Buy rating, while Barclays initiated coverage at $118 (6.2% upside) with an Overweight call. The average target sits at $121.50, with a high of $130 and low of $110, reflecting warming sentiment. ETF inclusion in $XLP (Consumer Staples Select Sector SPDR) boosts visibility, and call/put flow shows a 2:1 call bias. Institutional buying increased 5% QoQ, with 12% insider ownership reinforcing confidence. 📉📈 Technical Setup: CALM’s chart paints a bullish picture. Support holds at $105 (50DMA), with resistance at $115 (21EMA) recently breached, signaling a breakout. RSI climbs to 68, indicating momentum without overbought conditions (70+). MACD shows a bullish crossover, with the line above the signal at 0.45. A cup-and-handle pattern emerges, targeting $125 (base) and $135 (stretch). Bollinger bands widen, confirming volatility, with the price hugging the upper band, which is often a precursor to sustained upside. 🌍 Macro & Peer Context: In a macro environment of 4.5% Fed rates and geopolitical supply chain tensions, consumer staples like CALM outperform. Peers such as $HRL (Hormel Foods) and $TSN (Tyson Foods) lag, with HRL down 3.2% YTD and TSN flat, while CALM’s 2.13% gain outpaces the sector’s 1.8% average. ETF rotations favor $XLP, with $500 million inflows last month, reflecting defensive positioning amid uncertainty. 📊 Valuation & Capital Health: CALM trades at a forward P/E of 18.2x, below the sector’s 20.5x, and a PEG of 1.1, suggesting fair valuation. EV/EBITDA stands at 12.3x versus a peer average of 14x, while price-to-FCF yields 8.2%, attractive for dividend seekers. Cash reserves hit $600 million, with debt at $150 million (CET1 ratio 15%), ensuring robust capital health. Projections estimate EPS growth to $5.00 by Q4 2025. ⚖️ Verdict & Trade Plan: Buy CALM. Enter at $112–$114, with a stop-loss at $105. Target $125 (base) and $135 (stretch), confirmed by a volume spike above 1.2 million shares or a retest of $115 resistance. Upcoming catalysts include the August 19 payment date and Q4 earnings on September 15, where guidance updates could fuel momentum. 🏁 Conclusion: This isn’t just a dividend grab. It’s a calculated stake in a company outpacing its peers and navigating macro storms with precision. The market may hesitate, but I see a structural winner emerging. 📌 Key Takeaways: • Dividend: $2.35, ex-date August 4, payment August 19. • EPS: $1.92, beat consensus $1.85 by 3.8%. • Analyst PT: Goldman Sachs $125, Buy; Barclays $118, Overweight. • YTD: +2.13%, outpacing $HRL (-3.2%) and $TSN (0%). • Technical: Breakout above $115, RSI 68, MACD bullish crossover. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings","text":"$Cal-Maine(CALM)$ 🤑📈🚀 Top Ex-Dividend Stocks to Seize This Week: Can CALM Lead the Charge? 🚀📈🤑 🎯 Executive Summary: I’m extremely confident that Cal-Maine Foods (CALM) stands out as the premier ex-dividend stock to target from August 4–8, 2025. With a robust $2.35 dividend payout looming and an ex-dividend date of August 4, this move aligns with a broader resurgence in consumer staples amid inflationary pressures. The stock’s current price of $111.14 reflects a 2.13% year-to-date (YTD) gain, bolstered by insider buying trends and institutional accumulation, signaling strong conviction. This isn’t merely a dividend play; it’s a strategic entry into a sector poised for stability as macro volatility persists. 💰 Financial Performance Breakdown: Cal-Maine’s financials underscore its appeal. The company reported Q3 2025 revenue of $1.03 billion, up 8.9% year-over-year (YoY), driven by a 12% increase in egg sales volume. Adjusted EPS hit $1.92, surpassing consensus estimates of $1.85 by 3.8%, while net income rose 15.2% YoY to $445 million. Free cash flow (FCF) strengthened to $320 million, a 10% QoQ improvement, with EBITDA margins expanding to 22.3% from 20.1% last year. Segment growth in specialty eggs contributed 18% to revenue, highlighting diversification success. 🛠️ Strategic Headwinds & Execution Risk: Despite its strength, Cal-Maine faces risks. Rising feed costs, up 9% YoY due to avian flu disruptions, could compress margins if unmitigated. Regulatory scrutiny over poultry welfare standards poses a compliance challenge; however, management reaffirmed 2025 guidance of $4.50–$4.80 EPS. Overexpansion into new markets risks capex overruns, yet the company’s execution track record, delivering 95% of projects on time, mitigates this concern. Strategic agility will be key. 🧠 Analyst & Institutional Sentiment: Analyst sentiment leans bullish. Goldman Sachs raised its price target to $125 (implied upside 12.5%) with a Buy rating, while Barclays initiated coverage at $118 (6.2% upside) with an Overweight call. The average target sits at $121.50, with a high of $130 and low of $110, reflecting warming sentiment. ETF inclusion in $XLP (Consumer Staples Select Sector SPDR) boosts visibility, and call/put flow shows a 2:1 call bias. Institutional buying increased 5% QoQ, with 12% insider ownership reinforcing confidence. 📉📈 Technical Setup: CALM’s chart paints a bullish picture. Support holds at $105 (50DMA), with resistance at $115 (21EMA) recently breached, signaling a breakout. RSI climbs to 68, indicating momentum without overbought conditions (70+). MACD shows a bullish crossover, with the line above the signal at 0.45. A cup-and-handle pattern emerges, targeting $125 (base) and $135 (stretch). Bollinger bands widen, confirming volatility, with the price hugging the upper band, which is often a precursor to sustained upside. 🌍 Macro & Peer Context: In a macro environment of 4.5% Fed rates and geopolitical supply chain tensions, consumer staples like CALM outperform. Peers such as $HRL (Hormel Foods) and $TSN (Tyson Foods) lag, with HRL down 3.2% YTD and TSN flat, while CALM’s 2.13% gain outpaces the sector’s 1.8% average. ETF rotations favor $XLP, with $500 million inflows last month, reflecting defensive positioning amid uncertainty. 📊 Valuation & Capital Health: CALM trades at a forward P/E of 18.2x, below the sector’s 20.5x, and a PEG of 1.1, suggesting fair valuation. EV/EBITDA stands at 12.3x versus a peer average of 14x, while price-to-FCF yields 8.2%, attractive for dividend seekers. Cash reserves hit $600 million, with debt at $150 million (CET1 ratio 15%), ensuring robust capital health. Projections estimate EPS growth to $5.00 by Q4 2025. ⚖️ Verdict & Trade Plan: Buy CALM. Enter at $112–$114, with a stop-loss at $105. Target $125 (base) and $135 (stretch), confirmed by a volume spike above 1.2 million shares or a retest of $115 resistance. Upcoming catalysts include the August 19 payment date and Q4 earnings on September 15, where guidance updates could fuel momentum. 🏁 Conclusion: This isn’t just a dividend grab. It’s a calculated stake in a company outpacing its peers and navigating macro storms with precision. The market may hesitate, but I see a structural winner emerging. 📌 Key Takeaways: • Dividend: $2.35, ex-date August 4, payment August 19. • EPS: $1.92, beat consensus $1.85 by 3.8%. • Analyst PT: Goldman Sachs $125, Buy; Barclays $118, Overweight. • YTD: +2.13%, outpacing $HRL (-3.2%) and $TSN (0%). • Technical: Breakout above $115, RSI 68, MACD bullish crossover. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings","html":"$Cal-Maine(CALM)$ 🤑📈🚀 Top Ex-Dividend Stocks to Seize This Week: Can CALM Lead the Charge? 🚀📈🤑 🎯 Executive Summary: I’m extremely confident that Cal-Maine Foods (CALM) stands out as the premier ex-dividend stock to target from August 4–8, 2025. With a robust $2.35 dividend payout looming and an ex-dividend date of August 4, this move aligns with a broader resurgence in consumer staples amid inflationary pressures. The stock’s current price of $111.14 reflects a 2.13% year-to-date (YTD) gain, bolstered by insider buying trends and institutional accumulation, signaling strong conviction. This isn’t merely a dividend play; it’s a strategic entry into a sector poised for stability as macro volatility persists. 💰 Financial Performance Breakdown: Cal-Maine’s financials underscore its appeal. The company reported Q3 2025 revenue of $1.03 billion, up 8.9% year-over-year (YoY), driven by a 12% increase in egg sales volume. Adjusted EPS hit $1.92, surpassing consensus estimates of $1.85 by 3.8%, while net income rose 15.2% YoY to $445 million. Free cash flow (FCF) strengthened to $320 million, a 10% QoQ improvement, with EBITDA margins expanding to 22.3% from 20.1% last year. Segment growth in specialty eggs contributed 18% to revenue, highlighting diversification success. 🛠️ Strategic Headwinds & Execution Risk: Despite its strength, Cal-Maine faces risks. Rising feed costs, up 9% YoY due to avian flu disruptions, could compress margins if unmitigated. Regulatory scrutiny over poultry welfare standards poses a compliance challenge; however, management reaffirmed 2025 guidance of $4.50–$4.80 EPS. Overexpansion into new markets risks capex overruns, yet the company’s execution track record, delivering 95% of projects on time, mitigates this concern. Strategic agility will be key. 🧠 Analyst & Institutional Sentiment: Analyst sentiment leans bullish. Goldman Sachs raised its price target to $125 (implied upside 12.5%) with a Buy rating, while Barclays initiated coverage at $118 (6.2% upside) with an Overweight call. The average target sits at $121.50, with a high of $130 and low of $110, reflecting warming sentiment. ETF inclusion in $XLP (Consumer Staples Select Sector SPDR) boosts visibility, and call/put flow shows a 2:1 call bias. Institutional buying increased 5% QoQ, with 12% insider ownership reinforcing confidence. 📉📈 Technical Setup: CALM’s chart paints a bullish picture. Support holds at $105 (50DMA), with resistance at $115 (21EMA) recently breached, signaling a breakout. RSI climbs to 68, indicating momentum without overbought conditions (70+). MACD shows a bullish crossover, with the line above the signal at 0.45. A cup-and-handle pattern emerges, targeting $125 (base) and $135 (stretch). Bollinger bands widen, confirming volatility, with the price hugging the upper band, which is often a precursor to sustained upside. 🌍 Macro & Peer Context: In a macro environment of 4.5% Fed rates and geopolitical supply chain tensions, consumer staples like CALM outperform. Peers such as $HRL (Hormel Foods) and $TSN (Tyson Foods) lag, with HRL down 3.2% YTD and TSN flat, while CALM’s 2.13% gain outpaces the sector’s 1.8% average. ETF rotations favor $XLP, with $500 million inflows last month, reflecting defensive positioning amid uncertainty. 📊 Valuation & Capital Health: CALM trades at a forward P/E of 18.2x, below the sector’s 20.5x, and a PEG of 1.1, suggesting fair valuation. EV/EBITDA stands at 12.3x versus a peer average of 14x, while price-to-FCF yields 8.2%, attractive for dividend seekers. Cash reserves hit $600 million, with debt at $150 million (CET1 ratio 15%), ensuring robust capital health. Projections estimate EPS growth to $5.00 by Q4 2025. ⚖️ Verdict & Trade Plan: Buy CALM. Enter at $112–$114, with a stop-loss at $105. Target $125 (base) and $135 (stretch), confirmed by a volume spike above 1.2 million shares or a retest of $115 resistance. Upcoming catalysts include the August 19 payment date and Q4 earnings on September 15, where guidance updates could fuel momentum. 🏁 Conclusion: This isn’t just a dividend grab. It’s a calculated stake in a company outpacing its peers and navigating macro storms with precision. The market may hesitate, but I see a structural winner emerging. 📌 Key Takeaways: • Dividend: $2.35, ex-date August 4, payment August 19. • EPS: $1.92, beat consensus $1.85 by 3.8%. • Analyst PT: Goldman Sachs $125, Buy; Barclays $118, Overweight. • YTD: +2.13%, outpacing $HRL (-3.2%) and $TSN (0%). • Technical: Breakout above $115, RSI 68, MACD bullish crossover. 📢 Don’t miss out! Like, Repost and Follow me for exclusive setups, cutting-edge trends, and insights that move markets 🚀📈 I’m obsessed with hunting down the next big movers and sharing strategies that crush it. Let’s outsmart the market and stack those gains together! 🍀 Trade like a boss! Happy trading ahead, Cheers, BC 📈🚀🍀🍀🍀 @Tiger_Earnings"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":452985823150664,"gmtCreate":1751615517798,"gmtModify":1751615637897,"author":{"id":"4102740236684050","authorId":"4102740236684050","name":"MaverickWealthBuilder","avatar":"https://community-static.tradeup.com/news/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102740236684050","authorIdStr":"4102740236684050"},"themes":[],"title":"BIG TECH WEEKLY | Apple Chases Innovation🔋, META Steals Brains🧠, and ADP & NFP Just Keep Arguing","htmlText":"Big-Tech’s PerformanceMacro Headlines This Week:“The Great and Beautiful” bill passes; conflicting employment data; U.S.-Vietnam tariff deal reached, but July 9 deadline looms?The \"Great and Beautiful\" Bill, championed by Trump, passed the Senate in a 50-50 tie (with Vance casting the decisive vote). The House also approved it on July 3, and it's expected to be signed into law on July 4. While markets fear it may worsen the fiscal deficit, it could provide a short-term economic boost — potentially just the beginning. In response, Elon Musk once again lashed out, threatening to form a new political force to oppose it.Employment Data Clash:June ADP report showed a drop of 33,000 jobs (vs. forecast of +98,000), pushing the probability of a July rate cut to over 27%.However, the next day, the","listText":"Big-Tech’s PerformanceMacro Headlines This Week:“The Great and Beautiful” bill passes; conflicting employment data; U.S.-Vietnam tariff deal reached, but July 9 deadline looms?The \"Great and Beautiful\" Bill, championed by Trump, passed the Senate in a 50-50 tie (with Vance casting the decisive vote). The House also approved it on July 3, and it's expected to be signed into law on July 4. While markets fear it may worsen the fiscal deficit, it could provide a short-term economic boost — potentially just the beginning. In response, Elon Musk once again lashed out, threatening to form a new political force to oppose it.Employment Data Clash:June ADP report showed a drop of 33,000 jobs (vs. forecast of +98,000), pushing the probability of a July rate cut to over 27%.However, the next day, the","text":"Big-Tech’s PerformanceMacro Headlines This Week:“The Great and Beautiful” bill passes; conflicting employment data; U.S.-Vietnam tariff deal reached, but July 9 deadline looms?The \"Great and Beautiful\" Bill, championed by Trump, passed the Senate in a 50-50 tie (with Vance casting the decisive vote). The House also approved it on July 3, and it's expected to be signed into law on July 4. While markets fear it may worsen the fiscal deficit, it could provide a short-term economic boost — potentially just the beginning. In response, Elon Musk once again lashed out, threatening to form a new political force to oppose it.Employment Data Clash:June ADP report showed a drop of 33,000 jobs (vs. forecast of +98,000), pushing the probability of a July rate cut to over 27%.However, the next day, the","images":[{"img":"https://community-static.tradeup.com/news/eefd799af28b1d19913147150c363be4"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":91,"commentSize":4,"repostSize":12,"link":"https://ttm.financial/post/452985823150664","isVote":1,"tweetType":1,"viewCount":12405,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"META is going to $750 and possibly beyond in the few weeks.","text":"META is going to $750 and possibly beyond in the few weeks.","html":"META is going to $750 and possibly beyond in the few weeks."},{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010990","authorIdStr":"10000000000010990"},"content":"Stay long Meta and other AI stocks if you have them. Don't panic dump because of July 9 tariffs.","text":"Stay long Meta and other AI stocks if you have them. Don't panic dump because of July 9 tariffs.","html":"Stay long Meta and other AI stocks if you have them. Don't panic dump because of July 9 tariffs."}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":462922609369824,"gmtCreate":1754023593947,"gmtModify":1754027674622,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"htmlText":"This earnings season for the Magnificent 7 has offered a revealing look into the state of Big Tech, particularly in the context of AI momentum, cloud competition, and macroeconomic resilience. Here is a concise analysis of the key takeaways, surprises, and thematic shifts: --- 🧾 Earnings Recap - Magnificent 7 Performance Company Earnings Reaction Key Takeaway Apple ↑ Beat &amp; rallied iPhone strength despite tariff fears; positive forward guidance Microsoft ↑ Strong rally Azure AI growth strong; copilot monetisation narrative continues Nvidia Pending The bellwether for AI expectations are sky-high Meta ↑ Surged Strong ad revenue, tight cost controls, Reels monetisation Alphabet ↑ Rallied Search &amp; YouTube outperformed; AI integration progress Amazon ↓ Fell ~7% AWS growth lagged vs. Mic","listText":"This earnings season for the Magnificent 7 has offered a revealing look into the state of Big Tech, particularly in the context of AI momentum, cloud competition, and macroeconomic resilience. Here is a concise analysis of the key takeaways, surprises, and thematic shifts: --- 🧾 Earnings Recap - Magnificent 7 Performance Company Earnings Reaction Key Takeaway Apple ↑ Beat &amp; rallied iPhone strength despite tariff fears; positive forward guidance Microsoft ↑ Strong rally Azure AI growth strong; copilot monetisation narrative continues Nvidia Pending The bellwether for AI expectations are sky-high Meta ↑ Surged Strong ad revenue, tight cost controls, Reels monetisation Alphabet ↑ Rallied Search &amp; YouTube outperformed; AI integration progress Amazon ↓ Fell ~7% AWS growth lagged vs. Mic","text":"This earnings season for the Magnificent 7 has offered a revealing look into the state of Big Tech, particularly in the context of AI momentum, cloud competition, and macroeconomic resilience. Here is a concise analysis of the key takeaways, surprises, and thematic shifts: --- 🧾 Earnings Recap - Magnificent 7 Performance Company Earnings Reaction Key Takeaway Apple ↑ Beat & rallied iPhone strength despite tariff fears; positive forward guidance Microsoft ↑ Strong rally Azure AI growth strong; copilot monetisation narrative continues Nvidia Pending The bellwether for AI expectations are sky-high Meta ↑ Surged Strong ad revenue, tight cost controls, Reels monetisation Alphabet ↑ Rallied Search & YouTube outperformed; AI integration progress Amazon ↓ Fell ~7% AWS growth lagged vs. Mic","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/462922609369824","isVote":1,"tweetType":1,"viewCount":242,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":462658825695824,"gmtCreate":1753959192354,"gmtModify":1753967146459,"author":{"id":"4214129204596242","authorId":"4214129204596242","name":"TMC_REGARD","avatar":"https://community-static.tradeup.com/news/452e43878d14f1486aa038ea5d9e85b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214129204596242","authorIdStr":"4214129204596242"},"themes":[],"htmlText":"Apple and Amazon have both pulled off an impressive feat—eight consecutive quarters of EPS beats, outpacing even the loftiest Wall Street expectations. That kind of consistency doesn’t happen by accident; it speaks to operational excellence, relentless cost discipline, and an uncanny ability to surprise the Street just enough every earnings day. But with both giants heading into this quarter’s results under the microscope, the big question is: who’s more likely to keep the streak alive, and which long-term growth story is most compelling right now? Apple has been a masterclass in managing through headwinds—whether it’s supply chain snarls, slower iPhone cycles, or China softness. The company has used buybacks and higher-margin services growth to protect its bottom line, often beating EPS e","listText":"Apple and Amazon have both pulled off an impressive feat—eight consecutive quarters of EPS beats, outpacing even the loftiest Wall Street expectations. That kind of consistency doesn’t happen by accident; it speaks to operational excellence, relentless cost discipline, and an uncanny ability to surprise the Street just enough every earnings day. But with both giants heading into this quarter’s results under the microscope, the big question is: who’s more likely to keep the streak alive, and which long-term growth story is most compelling right now? Apple has been a masterclass in managing through headwinds—whether it’s supply chain snarls, slower iPhone cycles, or China softness. The company has used buybacks and higher-margin services growth to protect its bottom line, often beating EPS e","text":"Apple and Amazon have both pulled off an impressive feat—eight consecutive quarters of EPS beats, outpacing even the loftiest Wall Street expectations. That kind of consistency doesn’t happen by accident; it speaks to operational excellence, relentless cost discipline, and an uncanny ability to surprise the Street just enough every earnings day. But with both giants heading into this quarter’s results under the microscope, the big question is: who’s more likely to keep the streak alive, and which long-term growth story is most compelling right now? Apple has been a masterclass in managing through headwinds—whether it’s supply chain snarls, slower iPhone cycles, or China softness. The company has used buybacks and higher-margin services growth to protect its bottom line, often beating EPS e","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/462658825695824","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458996856230600,"gmtCreate":1753096666242,"gmtModify":1753166976119,"author":{"id":"4214129204596242","authorId":"4214129204596242","name":"TMC_REGARD","avatar":"https://community-static.tradeup.com/news/452e43878d14f1486aa038ea5d9e85b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214129204596242","authorIdStr":"4214129204596242"},"themes":[],"htmlText":"Apple might finally be waking up from its AI slumber, and the market’s starting to notice. After months of lagging behind the other tech giants in the Magnificent 7, Apple’s recent move — reportedly exploring partnerships with Anthropic or OpenAI to supercharge Siri — signals a major shift in strategy. Rather than stubbornly clinging to in-house AI development, Apple might be admitting what many have whispered: it’s behind. And now, it wants to catch up fast. This potential AI pivot could be a game-changer. Siri has long been the weakest link in Apple’s ecosystem — more punchline than powerhouse. Integrating cutting-edge AI from OpenAI or Anthropic could completely rewire what Siri is capable of, turning it into a legitimate digital assistant that rivals (or even surpasses) Google Assistan","listText":"Apple might finally be waking up from its AI slumber, and the market’s starting to notice. After months of lagging behind the other tech giants in the Magnificent 7, Apple’s recent move — reportedly exploring partnerships with Anthropic or OpenAI to supercharge Siri — signals a major shift in strategy. Rather than stubbornly clinging to in-house AI development, Apple might be admitting what many have whispered: it’s behind. And now, it wants to catch up fast. This potential AI pivot could be a game-changer. Siri has long been the weakest link in Apple’s ecosystem — more punchline than powerhouse. Integrating cutting-edge AI from OpenAI or Anthropic could completely rewire what Siri is capable of, turning it into a legitimate digital assistant that rivals (or even surpasses) Google Assistan","text":"Apple might finally be waking up from its AI slumber, and the market’s starting to notice. After months of lagging behind the other tech giants in the Magnificent 7, Apple’s recent move — reportedly exploring partnerships with Anthropic or OpenAI to supercharge Siri — signals a major shift in strategy. Rather than stubbornly clinging to in-house AI development, Apple might be admitting what many have whispered: it’s behind. And now, it wants to catch up fast. This potential AI pivot could be a game-changer. Siri has long been the weakest link in Apple’s ecosystem — more punchline than powerhouse. Integrating cutting-edge AI from OpenAI or Anthropic could completely rewire what Siri is capable of, turning it into a legitimate digital assistant that rivals (or even surpasses) Google Assistan","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":37,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/458996856230600","isVote":1,"tweetType":1,"viewCount":1682,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010955","authorId":"10000000000010955","name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010955","authorIdStr":"10000000000010955"},"content":"Agree with you. But we need to see the financial reports to estimate the contribution of its AI.","text":"Agree with you. But we need to see the financial reports to estimate the contribution of its AI.","html":"Agree with you. But we need to see the financial reports to estimate the contribution of its AI."},{"author":{"id":"3479274797516354","authorId":"3479274797516354","name":"Heartbeat12","avatar":"https://static.tigerbbs.com/88f78d9592ce6b2a8419ab5aa407c302","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274797516354","authorIdStr":"3479274797516354"},"content":"This could be a significant turning point for Apple","text":"This could be a significant turning point for Apple","html":"This could be a significant turning point for Apple"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":452599782322432,"gmtCreate":1751521232778,"gmtModify":1751522822034,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185413129326452","authorIdStr":"4185413129326452"},"themes":[],"title":"The world’s most valuable company finally has some momentum—but is it enough to reclaim its throne among the elite tech titans?","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> After months of lagging behind the rest of the Magnificent Seven, Apple Inc. (AAPL) is finally showing signs of life. Once the market’s undisputed leader, Apple has underperformed its mega-cap tech peers for most of 2024 and into early 2025, weighed down by slowing iPhone sales, regulatory headwinds, and skepticism over its innovation pipeline. But that narrative may be changing. In recent weeks, Apple shares have begun to break out from a prolonged consolidation range. New AI initiatives, a rebound in China demand, and stabilization in hardware margins are all helping shift sentiment. The question now: Can Apple continue this breakout and catch up with peers like Nvidia, Microsoft, and Amazon—and potentially erase its year-to-date l","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> After months of lagging behind the rest of the Magnificent Seven, Apple Inc. (AAPL) is finally showing signs of life. Once the market’s undisputed leader, Apple has underperformed its mega-cap tech peers for most of 2024 and into early 2025, weighed down by slowing iPhone sales, regulatory headwinds, and skepticism over its innovation pipeline. But that narrative may be changing. In recent weeks, Apple shares have begun to break out from a prolonged consolidation range. New AI initiatives, a rebound in China demand, and stabilization in hardware margins are all helping shift sentiment. The question now: Can Apple continue this breakout and catch up with peers like Nvidia, Microsoft, and Amazon—and potentially erase its year-to-date l","text":"$Apple(AAPL)$ After months of lagging behind the rest of the Magnificent Seven, Apple Inc. (AAPL) is finally showing signs of life. Once the market’s undisputed leader, Apple has underperformed its mega-cap tech peers for most of 2024 and into early 2025, weighed down by slowing iPhone sales, regulatory headwinds, and skepticism over its innovation pipeline. But that narrative may be changing. In recent weeks, Apple shares have begun to break out from a prolonged consolidation range. New AI initiatives, a rebound in China demand, and stabilization in hardware margins are all helping shift sentiment. The question now: Can Apple continue this breakout and catch up with peers like Nvidia, Microsoft, and Amazon—and potentially erase its year-to-date l","images":[{"img":"https://community-static.tradeup.com/news/9ddd915bc5d43fc0fb49c38e55cb6639","width":"1188","height":"469"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":20,"commentSize":5,"repostSize":2,"link":"https://ttm.financial/post/452599782322432","isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010955","authorId":"10000000000010955","name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010955","authorIdStr":"10000000000010955"},"content":"Great analysis! I remain optimistic about Apple's future, as it holds a significant share of the consumer electronics market.","text":"Great analysis! I remain optimistic about Apple's future, as it holds a significant share of the consumer electronics market.","html":"Great analysis! I remain optimistic about Apple's future, as it holds a significant share of the consumer electronics market."},{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010993","authorIdStr":"10000000000010993"},"content":"$212 nice run up today go 🍏 go long long and long","text":"$212 nice run up today go 🍏 go long long and long","html":"$212 nice run up today go 🍏 go long long and long"}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":463167745155864,"gmtCreate":1754107580533,"gmtModify":1754112342980,"author":{"id":"4176423247955812","authorId":"4176423247955812","name":"Lanceljx","avatar":"https://community-static.tradeup.com/news/09909b81957df6057776741ed24e12fe","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4176423247955812","authorIdStr":"4176423247955812"},"themes":[],"htmlText":"This quarter’s Big Tech earnings have painted a mixed but revealing picture of market sentiment, execution, and the sustainability of the AI-driven rally. --- ✅ Winners and Surprises Among the Magnificent 7, only three posted strong rallies post-earnings. These companies likely: Exceeded expectations not just in revenue or EPS, but in guidance and AI monetisation pathways Demonstrated operational leverage and improved margins Avoided overdependence on cyclical segments like hardware or e-commerce Surprise performer? Depending on your expectations, Microsoft or Meta may have stood out for their efficient AI integration and relatively disciplined cost management. --- ❌ Disappointments: Tesla, Amazon, Apple Tesla continued to face margin pressure, intensifying EV competition, and delivery unc","listText":"This quarter’s Big Tech earnings have painted a mixed but revealing picture of market sentiment, execution, and the sustainability of the AI-driven rally. --- ✅ Winners and Surprises Among the Magnificent 7, only three posted strong rallies post-earnings. These companies likely: Exceeded expectations not just in revenue or EPS, but in guidance and AI monetisation pathways Demonstrated operational leverage and improved margins Avoided overdependence on cyclical segments like hardware or e-commerce Surprise performer? Depending on your expectations, Microsoft or Meta may have stood out for their efficient AI integration and relatively disciplined cost management. --- ❌ Disappointments: Tesla, Amazon, Apple Tesla continued to face margin pressure, intensifying EV competition, and delivery unc","text":"This quarter’s Big Tech earnings have painted a mixed but revealing picture of market sentiment, execution, and the sustainability of the AI-driven rally. --- ✅ Winners and Surprises Among the Magnificent 7, only three posted strong rallies post-earnings. These companies likely: Exceeded expectations not just in revenue or EPS, but in guidance and AI monetisation pathways Demonstrated operational leverage and improved margins Avoided overdependence on cyclical segments like hardware or e-commerce Surprise performer? Depending on your expectations, Microsoft or Meta may have stood out for their efficient AI integration and relatively disciplined cost management. --- ❌ Disappointments: Tesla, Amazon, Apple Tesla continued to face margin pressure, intensifying EV competition, and delivery unc","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463167745155864","isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":461497169575944,"gmtCreate":1753689162531,"gmtModify":1753689529307,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"🎁Capturing Top 10 Ex_dividend: TXN, BMO, VLO, STZ, MS...","htmlText":"1.Which High Ex-dividend Stock (on 28 July ~ 1 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $TXN$ and $BMO$ showing below are about to give decent dividends into \"your pocket\".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just prior to an ex-dividend date and sell shortly thereafter.2.YTD25 of the Above 10 Stocks are as Below:TradingView","listText":"1.Which High Ex-dividend Stock (on 28 July ~ 1 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $TXN$ and $BMO$ showing below are about to give decent dividends into \"your pocket\".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just prior to an ex-dividend date and sell shortly thereafter.2.YTD25 of the Above 10 Stocks are as Below:TradingView","text":"1.Which High Ex-dividend Stock (on 28 July ~ 1 August) do You Like the Most?Be Sure To Check Out the Last Chance to Buy the Top 10 High dividend stocks going to Ex-dividends This Week: many companies like $TXN$ and $BMO$ showing below are about to give decent dividends into \"your pocket\".Editor's notes:A dividend-paying stock ex-dividend date, or ex-date, is very important to investors. In a nutshell, if you buy a dividend stock before the ex-dividend date, then you will receive the next upcoming dividend payment.If you purchase the stock on or after the ex-dividend date, you will not receive the dividend. Some investors utilize strategies whereby they will purchase stocks just prior to an ex-dividend date and sell shortly thereafter.2.YTD25 of the Above 10 Stocks are as Below:TradingView","images":[{"img":"https://community-static.tradeup.com/news/e7b995c459da1648d18a3f7a08d6446f"},{"img":"https://community-static.tradeup.com/news/7bd75052a8a354f7489d7cf7ec639d93"},{"img":"https://community-static.tradeup.com/news/d6ea3e877f872281a57f3ae6bddcd6fa"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":21,"commentSize":5,"repostSize":4,"link":"https://ttm.financial/post/461497169575944","isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091758936365950","authorId":"4091758936365950","name":"MHh","avatar":"https://static.tigerbbs.com/54b2feced9ef5dcc9e95997d1f4db280","crmLevel":12,"crmLevelSwitch":1,"idStr":"4091758936365950","authorIdStr":"4091758936365950"},"content":"I think of these, Morgan Stanley looks the most promising as it should be able to capitalise on the strong economy. Average analyst put target price at $141.72. @Success88 @Fenger1188 @HelenJanet @SR050321 @Kaixiang @Wayneqq @DiAngel @LuckyPiggie @Universe宇宙 @SPOT_ON come join","text":"I think of these, Morgan Stanley looks the most promising as it should be able to capitalise on the strong economy. Average analyst put target price at $141.72. @Success88 @Fenger1188 @HelenJanet @SR050321 @Kaixiang @Wayneqq @DiAngel @LuckyPiggie @Universe宇宙 @SPOT_ON come join","html":"I think of these, Morgan Stanley looks the most promising as it should be able to capitalise on the strong economy. Average analyst put target price at $141.72. @Success88 @Fenger1188 @HelenJanet @SR050321 @Kaixiang @Wayneqq @DiAngel @LuckyPiggie @Universe宇宙 @SPOT_ON come join"},{"author":{"id":"4089383496572850","authorId":"4089383496572850","name":"WanEH","avatar":"https://static.tigerbbs.com/3f13510c4daf7c6eff3a61591fdca817","crmLevel":11,"crmLevelSwitch":0,"idStr":"4089383496572850","authorIdStr":"4089383496572850"},"content":"I would consider BMO. Because its dividend yield is very high, more than 10%. In addition, the stock price on the chart is also on an upward trend.","text":"I would consider BMO. Because its dividend yield is very high, more than 10%. In addition, the stock price on the chart is also on an upward trend.","html":"I would consider BMO. Because its dividend yield is very high, more than 10%. In addition, the stock price on the chart is also on an upward trend."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":452476500336736,"gmtCreate":1751491042195,"gmtModify":1751491052247,"author":{"id":"4197851430299452","authorId":"4197851430299452","name":"ToNi","avatar":"https://community-static.tradeup.com/news/0d547dc9d32dea0c8d325a231320d24c","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4197851430299452","authorIdStr":"4197851430299452"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Apple’s AI Pivot: A Breakout to Erase YTD Losses? Apple’s potential shift in its AI strategy has ignited excitement, with reports suggesting the company is considering adopting technologies from Anthropic or OpenAI to revamp Siri. This could mean pausing in-house AI models to close the gap with industry leaders, a move that has seen the stock rise for two consecutive days, breaking above its 50-day moving average. Ranking second to last among the Magnificent 7 year-to-date, Apple now faces a pivotal moment as the market hits new highs. Could this signal a catch-up rally? Let’s explore the fundamentals, technicals, and sentiment with a forward-looking twist. 1. Fundamental Analysis: A Strategic AI Leap Apple’s rumored pivot to externa","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Apple’s AI Pivot: A Breakout to Erase YTD Losses? Apple’s potential shift in its AI strategy has ignited excitement, with reports suggesting the company is considering adopting technologies from Anthropic or OpenAI to revamp Siri. This could mean pausing in-house AI models to close the gap with industry leaders, a move that has seen the stock rise for two consecutive days, breaking above its 50-day moving average. Ranking second to last among the Magnificent 7 year-to-date, Apple now faces a pivotal moment as the market hits new highs. Could this signal a catch-up rally? Let’s explore the fundamentals, technicals, and sentiment with a forward-looking twist. 1. Fundamental Analysis: A Strategic AI Leap Apple’s rumored pivot to externa","text":"$Apple(AAPL)$ Apple’s AI Pivot: A Breakout to Erase YTD Losses? Apple’s potential shift in its AI strategy has ignited excitement, with reports suggesting the company is considering adopting technologies from Anthropic or OpenAI to revamp Siri. This could mean pausing in-house AI models to close the gap with industry leaders, a move that has seen the stock rise for two consecutive days, breaking above its 50-day moving average. Ranking second to last among the Magnificent 7 year-to-date, Apple now faces a pivotal moment as the market hits new highs. Could this signal a catch-up rally? Let’s explore the fundamentals, technicals, and sentiment with a forward-looking twist. 1. Fundamental Analysis: A Strategic AI Leap Apple’s rumored pivot to externa","images":[{"img":"https://community-static.tradeup.com/news/0809b17f73e328e120b5bf7371baa44f","width":"720","height":"960"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/452476500336736","isVote":1,"tweetType":1,"viewCount":711,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":452408822485256,"gmtCreate":1751474720535,"gmtModify":1751524802359,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 🚨🔔 Liquidity is gushing into equities again, with the 64th global rate cut of 2025 lighting a fuse under risk assets. Apple still lags, yet a perfect storm of undervalued fundamentals, fresh technical ignition, and July’s historically bullish flow now blends into the most asymmetric setup on my terminal. 🤖🚀⚡ 03Jul25, 🇳🇿NZ Time Apple’s July Redemption Arc: can a 64 cut macro tailwind turn this laggard into July’s leader? ⚡🚀🤖 I’m kicking off July with the question on every desk: can Apple sprint from −17.01 % YTD into pole position while funds rotate out of mega-cap tech? Nvidia and Microsoft sagged, UNH surged 4.5 %,","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> 🚨🔔 Liquidity is gushing into equities again, with the 64th global rate cut of 2025 lighting a fuse under risk assets. Apple still lags, yet a perfect storm of undervalued fundamentals, fresh technical ignition, and July’s historically bullish flow now blends into the most asymmetric setup on my terminal. 🤖🚀⚡ 03Jul25, 🇳🇿NZ Time Apple’s July Redemption Arc: can a 64 cut macro tailwind turn this laggard into July’s leader? ⚡🚀🤖 I’m kicking off July with the question on every desk: can Apple sprint from −17.01 % YTD into pole position while funds rotate out of mega-cap tech? Nvidia and Microsoft sagged, UNH surged 4.5 %,","text":"$Apple(AAPL)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$ 🚨🔔 Liquidity is gushing into equities again, with the 64th global rate cut of 2025 lighting a fuse under risk assets. Apple still lags, yet a perfect storm of undervalued fundamentals, fresh technical ignition, and July’s historically bullish flow now blends into the most asymmetric setup on my terminal. 🤖🚀⚡ 03Jul25, 🇳🇿NZ Time Apple’s July Redemption Arc: can a 64 cut macro tailwind turn this laggard into July’s leader? ⚡🚀🤖 I’m kicking off July with the question on every desk: can Apple sprint from −17.01 % YTD into pole position while funds rotate out of mega-cap tech? Nvidia and Microsoft sagged, UNH surged 4.5 %,","images":[{"img":"https://community-static.tradeup.com/news/eb155c3d2b4abc61061e9513f7cdd63c","width":"673","height":"562"},{"img":"https://community-static.tradeup.com/news/93ca4698f4635af35e481e12d375fa60","width":"945","height":"945"},{"img":"https://community-static.tradeup.com/news/210f7cb39277daffe1546adc0612a3cb","width":"812","height":"785"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":47,"commentSize":12,"repostSize":209,"link":"https://ttm.financial/post/452408822485256","isVote":1,"tweetType":1,"viewCount":4888,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4186117467483482","authorId":"4186117467483482","name":"Cool Cat Winston","avatar":"https://community-static.tradeup.com/news/00bf531d62a6793687bac561025edfdb","crmLevel":11,"crmLevelSwitch":0,"idStr":"4186117467483482","authorIdStr":"4186117467483482"},"content":"🌟📉🔍This is exactly the kind of setup I look for when liquidity and technicals align. That $211.70 level on $AAPL is a textbook demand zone. If the 15 Aug $230C gets triggered, the asymmetric reward profile you mapped makes complete sense 😻","text":"🌟📉🔍This is exactly the kind of setup I look for when liquidity and technicals align. That $211.70 level on $AAPL is a textbook demand zone. If the 15 Aug $230C gets triggered, the asymmetric reward profile you mapped makes complete sense 😻","html":"🌟📉🔍This is exactly the kind of setup I look for when liquidity and technicals align. That $211.70 level on $AAPL is a textbook demand zone. If the 15 Aug $230C gets triggered, the asymmetric reward profile you mapped makes complete sense 😻"},{"author":{"id":"4177356503735472","authorId":"4177356503735472","name":"Tui Jude","avatar":"https://community-static.tradeup.com/news/c07f673d37a33a824f84d9bc27efb2f7","crmLevel":11,"crmLevelSwitch":0,"idStr":"4177356503735472","authorIdStr":"4177356503735472"},"content":"🚀🧠📈I love how you laid out the Wyckoff spring and folded in the macro with the 64 rate cuts. The rotation out of $MSFT into names like $AAPL is subtle but really telling. Apple’s setup here feels coiled for a catch-up move if it clears $217 with conviction.","text":"🚀🧠📈I love how you laid out the Wyckoff spring and folded in the macro with the 64 rate cuts. The rotation out of $MSFT into names like $AAPL is subtle but really telling. Apple’s setup here feels coiled for a catch-up move if it clears $217 with conviction.","html":"🚀🧠📈I love how you laid out the Wyckoff spring and folded in the macro with the 64 rate cuts. The rotation out of $MSFT into names like $AAPL is subtle but really telling. Apple’s setup here feels coiled for a catch-up move if it clears $217 with conviction."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":452386560230280,"gmtCreate":1751469461504,"gmtModify":1751526237648,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"Apple 🍎 Breakout! Can It Catch Up with Mag 7 & Erase YTD Loss?","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Apple’s stock is heating up, climbing for two straight days and smashing through its 50-day moving average—a move that’s got everyone talking. But the buzz isn’t just about the charts. Word on the street is Apple might ditch its in-house AI efforts and tap into cutting-edge tech from Anthropic or OpenAI to supercharge Siri. With the company trailing in the AI race and sitting near the bottom of the Magnificent 7 year-to-date (YTD) leaderboard, could this be the spark it needs to turn things around? As the market soars to new heights, let’s unpack whether Apple’s ready to reclaim its spot at the top. Siri’s Big Upgrade: AI to the Rescue? Apple’s been taking heat for falling behind in the artificial intelligence game while competitors","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> Apple’s stock is heating up, climbing for two straight days and smashing through its 50-day moving average—a move that’s got everyone talking. But the buzz isn’t just about the charts. Word on the street is Apple might ditch its in-house AI efforts and tap into cutting-edge tech from Anthropic or OpenAI to supercharge Siri. With the company trailing in the AI race and sitting near the bottom of the Magnificent 7 year-to-date (YTD) leaderboard, could this be the spark it needs to turn things around? As the market soars to new heights, let’s unpack whether Apple’s ready to reclaim its spot at the top. Siri’s Big Upgrade: AI to the Rescue? Apple’s been taking heat for falling behind in the artificial intelligence game while competitors","text":"$Apple(AAPL)$ Apple’s stock is heating up, climbing for two straight days and smashing through its 50-day moving average—a move that’s got everyone talking. But the buzz isn’t just about the charts. Word on the street is Apple might ditch its in-house AI efforts and tap into cutting-edge tech from Anthropic or OpenAI to supercharge Siri. With the company trailing in the AI race and sitting near the bottom of the Magnificent 7 year-to-date (YTD) leaderboard, could this be the spark it needs to turn things around? As the market soars to new heights, let’s unpack whether Apple’s ready to reclaim its spot at the top. Siri’s Big Upgrade: AI to the Rescue? Apple’s been taking heat for falling behind in the artificial intelligence game while competitors","images":[{"img":"https://community-static.tradeup.com/news/6652749237273ca41d864130441f3a76","width":"1280","height":"960"},{"img":"https://community-static.tradeup.com/news/8229ee601833c1a7974cd84be69e86be","width":"1920","height":"1080"},{"img":"https://community-static.tradeup.com/news/0243dbf7f6320537ac5c114a8bb1c152","width":"1280","height":"854"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":13,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/452386560230280","isVote":1,"tweetType":1,"viewCount":1470,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010969","authorId":"10000000000010969","name":"Kristina_","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010969","authorIdStr":"10000000000010969"},"content":"If Apple teams up with OpenAI or Anthropic, that’s a whole new game. This could be Siri’s glow-up moment! 🔥🍎","text":"If Apple teams up with OpenAI or Anthropic, that’s a whole new game. This could be Siri’s glow-up moment! 🔥🍎","html":"If Apple teams up with OpenAI or Anthropic, that’s a whole new game. This could be Siri’s glow-up moment! 🔥🍎"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"content":"One successful Siri update and they will be the most valuable company again. The moat is too strong!","text":"One successful Siri update and they will be the most valuable company again. The moat is too strong!","html":"One successful Siri update and they will be the most valuable company again. The moat is too strong!"}],"imageCount":6,"langContent":"EN","totalScore":0},{"id":463469044895944,"gmtCreate":1754181159332,"gmtModify":1754181166447,"author":{"id":"4214129204596242","authorId":"4214129204596242","name":"TMC_REGARD","avatar":"https://community-static.tradeup.com/news/452e43878d14f1486aa038ea5d9e85b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214129204596242","authorIdStr":"4214129204596242"},"themes":[],"htmlText":"The latest Mag 7 earnings season has been a real stress test for Big Tech—and for the “AI boom” narrative that’s driven so much of the market’s gains. With only Nvidia left to report, we’ve seen a clear split: Microsoft, Meta, and Alphabet delivered strong numbers and rallied, while Tesla, Amazon, and Apple stumbled despite years of market leadership. This divergence is a wake-up call that even the most beloved names can’t all win at once, and that the market is getting pickier about what kind of growth it will reward. For me, the biggest surprise was how little tolerance there was for anything less than perfection. Amazon and Apple posted solid results by any historical standard, but in this environment, merely “good” isn’t good enough—guidance, margins, and new growth levers matter more","listText":"The latest Mag 7 earnings season has been a real stress test for Big Tech—and for the “AI boom” narrative that’s driven so much of the market’s gains. With only Nvidia left to report, we’ve seen a clear split: Microsoft, Meta, and Alphabet delivered strong numbers and rallied, while Tesla, Amazon, and Apple stumbled despite years of market leadership. This divergence is a wake-up call that even the most beloved names can’t all win at once, and that the market is getting pickier about what kind of growth it will reward. For me, the biggest surprise was how little tolerance there was for anything less than perfection. Amazon and Apple posted solid results by any historical standard, but in this environment, merely “good” isn’t good enough—guidance, margins, and new growth levers matter more","text":"The latest Mag 7 earnings season has been a real stress test for Big Tech—and for the “AI boom” narrative that’s driven so much of the market’s gains. With only Nvidia left to report, we’ve seen a clear split: Microsoft, Meta, and Alphabet delivered strong numbers and rallied, while Tesla, Amazon, and Apple stumbled despite years of market leadership. This divergence is a wake-up call that even the most beloved names can’t all win at once, and that the market is getting pickier about what kind of growth it will reward. For me, the biggest surprise was how little tolerance there was for anything less than perfection. Amazon and Apple posted solid results by any historical standard, but in this environment, merely “good” isn’t good enough—guidance, margins, and new growth levers matter more","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/463469044895944","isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":461524138520992,"gmtCreate":1753695335202,"gmtModify":1753695479791,"author":{"id":"3571488231897668","authorId":"3571488231897668","name":"Stayclose","avatar":"https://community-static.tradeup.com/news/c44188d69523972d4ecaf90872918fa8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571488231897668","authorIdStr":"3571488231897668"},"themes":[],"htmlText":"🍎📦 8 Straight EPS Beats: Can Apple or Amazon Keep Dominating? This quarter's duel between Apple (AAPL) and Amazon (AMZN) is particularly fascinating. Both companies have delivered 8 consecutive quarters of EPS beats, and revenue surprises in 7 of those. Now, all eyes are on whether they can extend their winning streak, or finally crack under pressure. 🔍 The Numbers: -Apple (<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>) 📊 EPS Estimate: $1.43 📈 Revenue Estimate: $88.96B Track Record: EPS beats for 8 straight quarters. Strong pricing power, ecosystem stickiness, and potential upside from Vision Pro, AI upgrades, and India growth. -Amazon (<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>) 📊 EPS Estimate: $1.31 📈 Revenue Estimate: $162.02B Track Record: Also","listText":"🍎📦 8 Straight EPS Beats: Can Apple or Amazon Keep Dominating? This quarter's duel between Apple (AAPL) and Amazon (AMZN) is particularly fascinating. Both companies have delivered 8 consecutive quarters of EPS beats, and revenue surprises in 7 of those. Now, all eyes are on whether they can extend their winning streak, or finally crack under pressure. 🔍 The Numbers: -Apple (<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a>) 📊 EPS Estimate: $1.43 📈 Revenue Estimate: $88.96B Track Record: EPS beats for 8 straight quarters. Strong pricing power, ecosystem stickiness, and potential upside from Vision Pro, AI upgrades, and India growth. -Amazon (<a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$&nbsp;</a>) 📊 EPS Estimate: $1.31 📈 Revenue Estimate: $162.02B Track Record: Also","text":"🍎📦 8 Straight EPS Beats: Can Apple or Amazon Keep Dominating? This quarter's duel between Apple (AAPL) and Amazon (AMZN) is particularly fascinating. Both companies have delivered 8 consecutive quarters of EPS beats, and revenue surprises in 7 of those. Now, all eyes are on whether they can extend their winning streak, or finally crack under pressure. 🔍 The Numbers: -Apple ($Apple(AAPL)$ ) 📊 EPS Estimate: $1.43 📈 Revenue Estimate: $88.96B Track Record: EPS beats for 8 straight quarters. Strong pricing power, ecosystem stickiness, and potential upside from Vision Pro, AI upgrades, and India growth. -Amazon ($Amazon.com(AMZN)$ ) 📊 EPS Estimate: $1.31 📈 Revenue Estimate: $162.02B Track Record: Also","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":22,"link":"https://ttm.financial/post/461524138520992","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":452329230205312,"gmtCreate":1751455360027,"gmtModify":1751541602150,"author":{"id":"3572212908677301","authorId":"3572212908677301","name":"TigerOptions","avatar":"https://community-static.tradeup.com/news/20925853481806adc78dcdfe25f2fe89","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572212908677301","authorIdStr":"3572212908677301"},"themes":[],"title":"Why AAPL is Compelling","htmlText":"I’ve been watching <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> closely, I think it’s shaping up as one of the more compelling large‑cap names to consider today. From my perspective, what makes Apple genuinely enticing right now is the convergence of strategic AI partnerships, renewed technical momentum, and rock‑solid capital allocation. First, on the innovation front, Apple is taking concrete steps to close its AI gap. Reports that the company is in discussions with OpenAI and Anthropic to supercharge Siri reflect a shift from laggard to contender in generative AI—arguably the most important tech theme of our era. If Apple can meaningfully integrate large‑language models into its device ecosystem, it gains both a functional edge and stickier customer lock‑in, which could tran","listText":"I’ve been watching <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> closely, I think it’s shaping up as one of the more compelling large‑cap names to consider today. From my perspective, what makes Apple genuinely enticing right now is the convergence of strategic AI partnerships, renewed technical momentum, and rock‑solid capital allocation. First, on the innovation front, Apple is taking concrete steps to close its AI gap. Reports that the company is in discussions with OpenAI and Anthropic to supercharge Siri reflect a shift from laggard to contender in generative AI—arguably the most important tech theme of our era. If Apple can meaningfully integrate large‑language models into its device ecosystem, it gains both a functional edge and stickier customer lock‑in, which could tran","text":"I’ve been watching $Apple(AAPL)$ closely, I think it’s shaping up as one of the more compelling large‑cap names to consider today. From my perspective, what makes Apple genuinely enticing right now is the convergence of strategic AI partnerships, renewed technical momentum, and rock‑solid capital allocation. First, on the innovation front, Apple is taking concrete steps to close its AI gap. Reports that the company is in discussions with OpenAI and Anthropic to supercharge Siri reflect a shift from laggard to contender in generative AI—arguably the most important tech theme of our era. If Apple can meaningfully integrate large‑language models into its device ecosystem, it gains both a functional edge and stickier customer lock‑in, which could tran","images":[{"img":"https://community-static.tradeup.com/news/9dae27eec3a3eb2e341d2a2c5b989fae","width":"1050","height":"700"},{"img":"https://community-static.tradeup.com/news/c6043a0bf8118b8f66adaa52e450db15","width":"1920","height":"1080"},{"img":"https://community-static.tradeup.com/news/e25df8711ac78d4b9f422b0b23d38f1c","width":"887","height":"512"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":168,"commentSize":14,"repostSize":15,"link":"https://ttm.financial/post/452329230205312","isVote":1,"tweetType":1,"viewCount":2934,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"In 2 years or less, when Meta's AI powered smart glasses and wearables replace the iPhone. Apple fanboys will be looking back to this time with regret. Trust me, Apple's problems have just started.","text":"In 2 years or less, when Meta's AI powered smart glasses and wearables replace the iPhone. Apple fanboys will be looking back to this time with regret. Trust me, Apple's problems have just started.","html":"In 2 years or less, when Meta's AI powered smart glasses and wearables replace the iPhone. Apple fanboys will be looking back to this time with regret. Trust me, Apple's problems have just started."},{"author":{"id":"10000000000010970","authorId":"10000000000010970","name":"AL_Ishan","avatar":"https://static.tigerbbs.com/cab7df5b408edf934b7780f3bcaceece","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010970","authorIdStr":"10000000000010970"},"content":"Okay Apple, welcome to the AI party 😎 If it breaks $214 with volume, I might YOLO a few calls. Risk-on, let’s go! 💥📈","text":"Okay Apple, welcome to the AI party 😎 If it breaks $214 with volume, I might YOLO a few calls. Risk-on, let’s go! 💥📈","html":"Okay Apple, welcome to the AI party 😎 If it breaks $214 with volume, I might YOLO a few calls. Risk-on, let’s go! 💥📈"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":442920815841472,"gmtCreate":1749169543876,"gmtModify":1749306841144,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"Goldman says Sell AAPL and NVDA. For real ?","htmlText":"There is something to be said about the Magnificent Seven group of stocks. For one, a handful of them are really resilient. Nothing could keep them down for long. Like it or not, they still make up a lion’s share of S&amp;P 500 market value. However, recently some managers of actively managed mutual funds are seeing better value and growth in Financial and Healthcare stocks, instead of the Magnificent 7. Underweight Stocks. A Goldman Sachs recent study found that for Q1 2025, managers of 541 large-cap mutual funds with $3.5 trillion in total assets owned less big tech stocks than their usual benchmarks. For example, fund managers had the biggest underweight in <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> (#1) and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> (#2) th","listText":"There is something to be said about the Magnificent Seven group of stocks. For one, a handful of them are really resilient. Nothing could keep them down for long. Like it or not, they still make up a lion’s share of S&amp;P 500 market value. However, recently some managers of actively managed mutual funds are seeing better value and growth in Financial and Healthcare stocks, instead of the Magnificent 7. Underweight Stocks. A Goldman Sachs recent study found that for Q1 2025, managers of 541 large-cap mutual funds with $3.5 trillion in total assets owned less big tech stocks than their usual benchmarks. For example, fund managers had the biggest underweight in <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> (#1) and <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> (#2) th","text":"There is something to be said about the Magnificent Seven group of stocks. For one, a handful of them are really resilient. Nothing could keep them down for long. Like it or not, they still make up a lion’s share of S&P 500 market value. However, recently some managers of actively managed mutual funds are seeing better value and growth in Financial and Healthcare stocks, instead of the Magnificent 7. Underweight Stocks. A Goldman Sachs recent study found that for Q1 2025, managers of 541 large-cap mutual funds with $3.5 trillion in total assets owned less big tech stocks than their usual benchmarks. For example, fund managers had the biggest underweight in $Apple(AAPL)$ (#1) and $NVIDIA(NVDA)$ (#2) th","images":[{"img":"https://community-static.tradeup.com/news/c220392b43d20602d8674659c684ae67","width":"1273","height":"452"},{"img":"https://community-static.tradeup.com/news/7e77ada3f3b58464dcc304ab87dc95a3","width":"741","height":"94"},{"img":"https://community-static.tradeup.com/news/6d23386cc7f838699e24e7c7bea1bcd8","width":"1562","height":"451"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":21,"commentSize":6,"repostSize":77,"link":"https://ttm.financial/post/442920815841472","isVote":1,"tweetType":1,"viewCount":3891,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"I sold AAPL & Hold NVDA [Smile] Might rebook 🍎 🍏 again if tariffs situation is more clear [Smile]. @Barcode @Shernice軒嬣 2000 @koolgal @Shyon","text":"I sold AAPL & Hold NVDA [Smile] Might rebook 🍎 🍏 again if tariffs situation is more clear [Smile]. @Barcode @Shernice軒嬣 2000 @koolgal @Shyon","html":"I sold AAPL & Hold NVDA [Smile] Might rebook 🍎 🍏 again if tariffs situation is more clear [Smile]. @Barcode @Shernice軒嬣 2000 @koolgal @Shyon"},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"Hi, Thank you for reading my post. Today is 2nd good luck day that my post was included instead of excluded. If you like what you read, help to Repost so that more will know about strategic investment during such volatile times. Do consider Follow me so that in case I get excluded again, you can still find my much read, researched & combined views' post. Thanks again, JC888","text":"Hi, Thank you for reading my post. Today is 2nd good luck day that my post was included instead of excluded. If you like what you read, help to Repost so that more will know about strategic investment during such volatile times. Do consider Follow me so that in case I get excluded again, you can still find my much read, researched & combined views' post. Thanks again, JC888","html":"Hi, Thank you for reading my post. Today is 2nd good luck day that my post was included instead of excluded. If you like what you read, help to Repost so that more will know about strategic investment during such volatile times. Do consider Follow me so that in case I get excluded again, you can still find my much read, researched & combined views' post. Thanks again, JC888"}],"imageCount":11,"langContent":"EN","totalScore":0},{"id":464968132276264,"gmtCreate":1754529600119,"gmtModify":1754531258155,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"This Big Tech earnings season was intense, and Meta stood out. Its 11% jump showed strong AI-driven ad growth and solid guidance. On the flip side, Amazon disappointed — despite a beat, concerns over AWS growth and rising capex dragged the stock down. It shows investor expectations for cloud and AI are sky-high. Tesla also missed on auto sales, though its Robotaxi tease helped soften the blow. The AI theme is still dominant. Meta, Microsoft, and Alphabet showed strong momentum, while Apple hinted at bigger AI plans. With Nvidia powering much of this, its earnings will be key — especially since Big Tech makes up over half its revenue. The chip pullback looks like a healthy pause. But with AI spending still rising, I remain bullish — especially on Nvidia leading the sector. Long-term demand","listText":"This Big Tech earnings season was intense, and Meta stood out. Its 11% jump showed strong AI-driven ad growth and solid guidance. On the flip side, Amazon disappointed — despite a beat, concerns over AWS growth and rising capex dragged the stock down. It shows investor expectations for cloud and AI are sky-high. Tesla also missed on auto sales, though its Robotaxi tease helped soften the blow. The AI theme is still dominant. Meta, Microsoft, and Alphabet showed strong momentum, while Apple hinted at bigger AI plans. With Nvidia powering much of this, its earnings will be key — especially since Big Tech makes up over half its revenue. The chip pullback looks like a healthy pause. But with AI spending still rising, I remain bullish — especially on Nvidia leading the sector. Long-term demand","text":"This Big Tech earnings season was intense, and Meta stood out. Its 11% jump showed strong AI-driven ad growth and solid guidance. On the flip side, Amazon disappointed — despite a beat, concerns over AWS growth and rising capex dragged the stock down. It shows investor expectations for cloud and AI are sky-high. Tesla also missed on auto sales, though its Robotaxi tease helped soften the blow. The AI theme is still dominant. Meta, Microsoft, and Alphabet showed strong momentum, while Apple hinted at bigger AI plans. With Nvidia powering much of this, its earnings will be key — especially since Big Tech makes up over half its revenue. The chip pullback looks like a healthy pause. But with AI spending still rising, I remain bullish — especially on Nvidia leading the sector. Long-term demand","images":[{"img":"https://community-static.tradeup.com/news/ed25bc313d754539c6dbbd2cd4a37326"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":15,"link":"https://ttm.financial/post/464968132276264","isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":452307620843536,"gmtCreate":1751449865401,"gmtModify":1751477402361,"author":{"id":"3501196737273098","authorId":"3501196737273098","name":"Tiger_comments","avatar":"https://community-static.tradeup.com/news/227887b200e9925968650d5db4a8bfb3","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501196737273098","authorIdStr":"3501196737273098"},"themes":[],"title":"Mag 7 Updates: Time for Apple to Catch Up?","htmlText":"Despite <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> recently hitting new highs, a new report from Bank of America reveals signs of accelerated selling quietly emerging in the U.S. stock market. Last week saw the largest net outflows in nearly 10 weeks.Check H2 forecasts!New Highs, but Weak Momentum?Bank of America strategist noted that the bank’s clients were net sellers overall last week—marking the first time this trend has appeared in three weeks. Institutional investors led the selling, with hedge funds cutting positions for the second straight week, and retail investors also posted their first net outflows in six weeks.Plus, Trump responded that he would not push the tariff pause beyond July 9. Following his remarks, major U.S. stock indexes turned lower, with the S","listText":"Despite <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> recently hitting new highs, a new report from Bank of America reveals signs of accelerated selling quietly emerging in the U.S. stock market. Last week saw the largest net outflows in nearly 10 weeks.Check H2 forecasts!New Highs, but Weak Momentum?Bank of America strategist noted that the bank’s clients were net sellers overall last week—marking the first time this trend has appeared in three weeks. Institutional investors led the selling, with hedge funds cutting positions for the second straight week, and retail investors also posted their first net outflows in six weeks.Plus, Trump responded that he would not push the tariff pause beyond July 9. Following his remarks, major U.S. stock indexes turned lower, with the S","text":"Despite $S&P 500(.SPX)$ recently hitting new highs, a new report from Bank of America reveals signs of accelerated selling quietly emerging in the U.S. stock market. Last week saw the largest net outflows in nearly 10 weeks.Check H2 forecasts!New Highs, but Weak Momentum?Bank of America strategist noted that the bank’s clients were net sellers overall last week—marking the first time this trend has appeared in three weeks. Institutional investors led the selling, with hedge funds cutting positions for the second straight week, and retail investors also posted their first net outflows in six weeks.Plus, Trump responded that he would not push the tariff pause beyond July 9. Following his remarks, major U.S. stock indexes turned lower, with the S","images":[{"img":"https://community-static.tradeup.com/news/54e22124a8d3053deabb4800245853e4"},{"img":"https://community-static.tradeup.com/news/20d6e06d1d97f92ec34d4b44f3d26fa9"},{"img":"https://community-static.tradeup.com/news/829c5f9b1e168b4a521f21dd4ce76ab0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":74,"commentSize":16,"repostSize":14,"link":"https://ttm.financial/post/452307620843536","isVote":1,"tweetType":1,"viewCount":11266,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[{"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"content":"Despite the S&P 500 hitting new highs, I believe the recent Bank of America data signals caution. The fact that institutional investors and hedge funds are pulling out, along with Trump’s tariff deadline approaching, suggests weakness beneath the surface. These outflows, especially from retail for the first time in six weeks, make me more alert to a potential short-term pullback. I do believe in sector rotation, and the recent move into healthcare confirms that. UnitedHealth and Merck are showing strength, while some big tech names like Nvidia and Microsoft face pressure. That said, Apple stood out during the tech dip and is gaining momentum. With its focus on AI integration and a breakout above the 50-day moving average, I think Apple has strong catch-up potential. I remain cautiously bullish on July, especially with the Nasdaq’s strong seasonal track record. While trimming positions in overbought names, I’m still holding quality tech like Apple. @Tiger_comments @TigerStars","text":"Despite the S&P 500 hitting new highs, I believe the recent Bank of America data signals caution. The fact that institutional investors and hedge funds are pulling out, along with Trump’s tariff deadline approaching, suggests weakness beneath the surface. These outflows, especially from retail for the first time in six weeks, make me more alert to a potential short-term pullback. I do believe in sector rotation, and the recent move into healthcare confirms that. UnitedHealth and Merck are showing strength, while some big tech names like Nvidia and Microsoft face pressure. That said, Apple stood out during the tech dip and is gaining momentum. With its focus on AI integration and a breakout above the 50-day moving average, I think Apple has strong catch-up potential. I remain cautiously bullish on July, especially with the Nasdaq’s strong seasonal track record. While trimming positions in overbought names, I’m still holding quality tech like Apple. @Tiger_comments @TigerStars","html":"Despite the S&P 500 hitting new highs, I believe the recent Bank of America data signals caution. The fact that institutional investors and hedge funds are pulling out, along with Trump’s tariff deadline approaching, suggests weakness beneath the surface. These outflows, especially from retail for the first time in six weeks, make me more alert to a potential short-term pullback. I do believe in sector rotation, and the recent move into healthcare confirms that. UnitedHealth and Merck are showing strength, while some big tech names like Nvidia and Microsoft face pressure. That said, Apple stood out during the tech dip and is gaining momentum. With its focus on AI integration and a breakout above the 50-day moving average, I think Apple has strong catch-up potential. I remain cautiously bullish on July, especially with the Nasdaq’s strong seasonal track record. While trimming positions in overbought names, I’m still holding quality tech like Apple. @Tiger_comments @TigerStars"},{"author":{"id":"4096093486770560","authorId":"4096093486770560","name":"highhand","avatar":"https://community-static.tradeup.com/news/200574f2d0554f4c05c65c156ddc6e73","crmLevel":13,"crmLevelSwitch":0,"idStr":"4096093486770560","authorIdStr":"4096093486770560"},"content":"of course there's sector rotation. if not how the spx and Nasdaq keep going up... need to sell high and buy low... some sectors will usually outperform. tech will typically lead the way but it's time for healthcare, consumer discretion and staples, to catch up soon.","text":"of course there's sector rotation. if not how the spx and Nasdaq keep going up... need to sell high and buy low... some sectors will usually outperform. tech will typically lead the way but it's time for healthcare, consumer discretion and staples, to catch up soon.","html":"of course there's sector rotation. if not how the spx and Nasdaq keep going up... need to sell high and buy low... some sectors will usually outperform. tech will typically lead the way but it's time for healthcare, consumer discretion and staples, to catch up soon."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":444170350313608,"gmtCreate":1749464378321,"gmtModify":1749468236732,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"WWDC 2025: Worth Paying Attention to Apple With -18% YTD?","htmlText":"As Apple gears up for WWDC 2025 kicking off on Monday, the spotlight is on the tech titan—not just for its expected software reveals like iOS 26 and macOS 26, but for its battered stock, down 18.57% year-to-date. While Tesla’s shares take a hit from the Musk-Trump saga, Apple’s slump stands out as the weakest link among the “Magnificent Seven” tech stocks. Investors are buzzing: could this keynote be the jolt Apple needs, or is it just another blip in a downward spiral? Historically, Apple’s stock perks up before these events only to stumble on the big day. With three months of declines in the rearview, here’s why WWDC 2025 might—or might not—be a game-changer. Software Showdown: What’s Cooking With iOS 26 and macOS 26? Apple’s WWDC is its yearly proving ground, and this time, all eyes are","listText":"As Apple gears up for WWDC 2025 kicking off on Monday, the spotlight is on the tech titan—not just for its expected software reveals like iOS 26 and macOS 26, but for its battered stock, down 18.57% year-to-date. While Tesla’s shares take a hit from the Musk-Trump saga, Apple’s slump stands out as the weakest link among the “Magnificent Seven” tech stocks. Investors are buzzing: could this keynote be the jolt Apple needs, or is it just another blip in a downward spiral? Historically, Apple’s stock perks up before these events only to stumble on the big day. With three months of declines in the rearview, here’s why WWDC 2025 might—or might not—be a game-changer. Software Showdown: What’s Cooking With iOS 26 and macOS 26? Apple’s WWDC is its yearly proving ground, and this time, all eyes are","text":"As Apple gears up for WWDC 2025 kicking off on Monday, the spotlight is on the tech titan—not just for its expected software reveals like iOS 26 and macOS 26, but for its battered stock, down 18.57% year-to-date. While Tesla’s shares take a hit from the Musk-Trump saga, Apple’s slump stands out as the weakest link among the “Magnificent Seven” tech stocks. Investors are buzzing: could this keynote be the jolt Apple needs, or is it just another blip in a downward spiral? Historically, Apple’s stock perks up before these events only to stumble on the big day. With three months of declines in the rearview, here’s why WWDC 2025 might—or might not—be a game-changer. Software Showdown: What’s Cooking With iOS 26 and macOS 26? Apple’s WWDC is its yearly proving ground, and this time, all eyes are","images":[{"img":"https://community-static.tradeup.com/news/da0997ede49867a28ebfb6219b46c63a","width":"960","height":"540"},{"img":"https://community-static.tradeup.com/news/2e4e5c223c7c74792614a27fd8ea612b","width":"1200","height":"799"},{"img":"https://community-static.tradeup.com/news/7c4854f44913db438c5781f5d58b8fd4","width":"1280","height":"720"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":201,"commentSize":4,"repostSize":6,"link":"https://ttm.financial/post/444170350313608","isVote":1,"tweetType":1,"viewCount":2234,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010994","authorId":"10000000000010994","name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010994","authorIdStr":"10000000000010994"},"content":"Apple Fans!!! Are you exciting yet? See you all there at 10a.m","text":"Apple Fans!!! Are you exciting yet? See you all there at 10a.m","html":"Apple Fans!!! Are you exciting yet? See you all there at 10a.m"},{"author":{"id":"3574752437126777","authorId":"3574752437126777","name":"1PC","avatar":"https://community-static.tradeup.com/news/d93d931cb700e24c910644542320e877","crmLevel":12,"crmLevelSwitch":0,"idStr":"3574752437126777","authorIdStr":"3574752437126777"},"content":"Nice Insights 😁 I will Hold & 👁️👁️ @Shyon @JC888 @Barcode @JC888 @koolgal","text":"Nice Insights 😁 I will Hold & 👁️👁️ @Shyon @JC888 @Barcode @JC888 @koolgal","html":"Nice Insights 😁 I will Hold & 👁️👁️ @Shyon @JC888 @Barcode @JC888 @koolgal"}],"imageCount":6,"langContent":"EN","totalScore":0}]}