To The Moon

Alphabet's $Alphabet(GOOGL)$  strong earnings beat has definitely boosted confidence heading into the rest of the Magnificent 7 earnings. Their ad revenue growth, especially in search and YouTube, shows that digital ad demand is holding up better than expected. That bodes well for Meta $Meta Platforms, Inc.(META)$  , which is heavily reliant on ad revenue too. When expectations are lowered and companies still deliver solid numbers, it often sparks a rally, and I think we could see more of that if Meta, Microsoft, or Amazon exceed forecasts.

I'm particularly watching Meta this season. Despite concerns over tariffs and potential revenue exposure to platforms like Temu, the broader ad market recovery and Meta's relatively low valuation could work in its favor. With Google's strong ad performance, there's hope that Meta will ride the same wave. If Meta shows continued user growth and stable ad pricing, I believe the stock could rebound quickly from recent pressure.

Microsoft $Microsoft(MSFT)$  remains my top pick among the Magnificent 7. Even with cautious AI-related spending, its dominance in enterprise software and cloud computing provides stability. Azure's performance will be key—if cloud growth remains steady, investors will likely respond positively. Microsoft's ability to balance innovation and strong cash flow gives it an edge in navigating uncertain macro conditions.

Amazon $Amazon.com(AMZN)$   is another name I'm keeping an eye on. Its retail and cloud businesses could benefit from global supply chain shifts and its adaptability to tariff disruptions. If AWS growth accelerates and consumer spending remains resilient, Amazon could surprise to the upside. Apple $Apple(AAPL)$  , on the other hand, may face more challenges due to its exposure to tariffs and slower revenue growth.

Overall, I do think a “better-than-feared” earnings season is possible, especially with expectations being revised downward. The market has been quick to reward even small beats recently, and with the Fed signaling potential rate cuts, the setup looks constructive. If the rest of the Mag 7 can deliver decent results and outlooks, the rally we are seeing might just have more room to run.

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