Zuck’s AI bet is paying off $META Source: Gene MunPpl are fearful about MSFT but as what their cfo sintc大涨,你买入了吗?🔥希捷已经涨疯了,WDC和SanDisk还会远吗?存力暴走$NVIDIA(NVDA.US)The demand for GPU computing powerI cannot wait for SpaceX IPO, it will be bigger thI can't wait to see memory earnings, if the rest dMEMORY SPACE IS GOING MAD! Who cares about preciouI think the earnings so far is within expectations🔥 Market Rollercoaster: Fed Hawkish, Tech Earnings Shock & A $1.5T IPO Dream | Jan 29, 20261/28 美股复盘,美联储利率决议,三大科技巨头(微软、Meta、特斯拉)的财报🙏All things considered, I expect $TSLA to rise by 2$META +7.6% post-mkt after 4Q revs and earnings be$MSFT reported a fine quarter. Story is fine as obWe got this ,send itSource: philDramatic turn in TSMC expansion plans: Nvidia, Goo$MSFT continues to further fade. Now down 7%. 45% Elon reiterates they need to build a fab because p$MSFT dips pulls back additional 3% on the call. S$Microsoft(MSFT.US)suddenly dip so down. I'm in re$MSFT says Azure demand continues to exceed supply$NVDA’s growth rate makes the other big-cap growthFrom the Tesla call. Question was when will FSD beNobody cares but $TSLA EPS is at ~$2 run rate (4x $META subscriptions On the call they did not give Quantum and AI are rapidly converging as a tool toI don't understand batteries, I just know Tesla ha$TSLA CFO says auto margins will be impacted as th$TSLA ELON: WE WILL BE STOPPING MODEL S & X PRODUC$META fun fact. Meta is beating the law of large n$TSLA Automotive gross margin ex credits of 17.9% $TSLA +3.4% after beating WS adj eps ests ($.50 vs$TSLA expects to add new 7 robotaxi cities in the Exercise time. I am out. cya tomorrow. Thanks for Leave with this --> Provide support and kindness nMore good news on the AI infrastructure trade. $MSZELENSKY: RUSSIA PLANS MASSIVE NEW STRIKE Ukrainia$META says engagement is growing (up 6.9% yy) to 3$MSFT MICROSOFT Q4 2025 EARNINGS: $81.3B Revenue, $TSLA TESLA Q4 2025 EARNINGS: - $24.90B Revenue, −$META META Q4 2025 EARNINGS: $59.9B Revenue, +24% UNITED STATES IS HANDING OVER A SEIZED OIL TANKER $IBM nice move on ER. I still own let it rides her$META Revenue up 24%, ahead of the Street at 22%, $MSFU let it rides sold them in AH for 12c a share$MSFT I believe its down 4% in after hours based oZuck kicks off the call starting talking about wea$TSLA is likely going to be up tomorrow in part be