Wednesday: Meta, Microsoft, Amazon, Google
Thursday: Apple
The market is going to respond VERY strongly, either good or bad.
Key things to look for:
\-CAPEX spend (on track from previous earnings reports, increasing, decreasing?) will be big on the AI narrative.
\-Obviously earnings beats or misses
\-Forward guidance
\-Whether or not AI is increasing revenue, for Amazon and Microsoft: their cloud platforms. For Meta: their advertising revenue increases.
Either way, going to be extremely insightful and either bearish or bullish for the market as a whole.
Grab your popcorn, I know if we dip, i’m ready to deploy cash.
Happy investing! Would love to hear yalls thoughts!