To The Moon

I find the anticipation around Microsoft and Meta's earnings quite exciting. Analysts expect Microsoft to show approximately 14 percent year-over-year growth in both revenue and earnings, with consensus EPS estimates at 3.38 dollars and revenue estimates at 73.81 billion dollars. This kind of growth projection speaks to the strength of Microsoft's position, especially with its advancements in artificial intelligence.

Similarly, I am impressed by the outlook for Meta, where analysts anticipate roughly 14 percent year-over-year growth in both profits and sales for the quarter. The consensus EPS estimates stand at 5.86 dollars, with revenue estimates at 44.79 billion dollars. This suggests Meta is also capitalizing on its AI initiatives and expanding market presence, which bodes well for its future.

When it comes to which one I am bullish on, I remain optimistic about both companies $Microsoft(MSFT)$  $Meta Platforms, Inc.(META)$  . Microsoft's consistent innovation and integration of AI into its products give it a strong foundation. Likewise, Meta's focus on metaverse and advertising technologies keeps it on a promising trajectory. I see potential for both to deliver another beat in their earnings.

Looking at the long term, I am bullish on their share prices as well. The growth in AI and digital transformation continues to drive demand for their services. Microsoft's cloud computing and Meta's social media platforms are likely to benefit from these trends, supporting sustained value growth over time.

Regarding whether they are still cheap, I believe both companies offer value at their current levels. While their market caps are significant, the projected earnings growth suggests they are not overvalued. The investment in AI and emerging technologies justifies their current pricing, making them attractive for long-term holding.

I expect the upcoming earnings reports to reinforce my confidence. A beat on the consensus estimates could further propel their stock prices, especially if the AI growth narrative continues to resonate with investors. The current data points to a positive outcome, and I am eager to see the results.

For now, I plan to hold my positions in both Microsoft and Meta. The combination of solid fundamentals and growth potential makes them solid choices in my portfolio. I anticipate that their strategic moves will continue to pay off, enhancing their market positions.

In conclusion, I feel encouraged by the prospects for Microsoft and Meta. Their earnings potential and long-term growth in the AI sector align with my investment outlook. I look forward to seeing how these companies perform and continue to shape the technology landscape.

As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.

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