@financein90s: +$58k in these 4 companies 25% of the s&p just dropped their earnings - here’s what you need to know: 1. Meta - stock is down nearly 8% after reporting ✅Beat revenue & eps estimates ❌Increased CAPEX spend ❌Decreased Free Cash Flow / Increased Debt ❌Decreased Daily Active Users ☑️Confirmed revenue guidance Increased costs without an accelerated beat in revenue guidance like they did in Q1 makes them look worse, even though the business is still growing. In comparison with Google or Amazon’s results, doesn’t look as good. I own about $17,000 - down around $500. Adding a little more here. I’ve held the stock for about 3 months now. 2. MSFT - down about 3% ✅Revenue & EPS beat ❌Weak Guidance ❌Lost exclusivity with OpenAI ☑️Azure still growing fast, but growth is flat. Comparison to GCP and AWS makes this worse ☑️20 million paid co-pilot users. Growth, but slow / small in context Microsoft continues to print cash, but does not have as strong of a story in AI compared to Google or Amazon, while spending similarly. Still a strong business at a fair value - it’s a buy for me. I own around $16,000 - up around $500. I’ve held a majority of this stock for about 2 months now. 3. AMZN - fluctuating after earnings ✅Revenue, EPS, all metrics, guidance beat ✅AWS acceleration to 28%, insane growth in chips business Unsurprising, great company. Own about $67k in Amazon Stock, up around $16k. I’ve been holding for about 2 years, adding along the way. 4. Google - up nearly 10% ✅ALL metrics beat. ✅63% cloud growth, DOUBLED cloud backlog in one quarter, $460b in commitments. Insanity. ✅Improved operating margins Literally the best company in the world right now. I own $74k, currently up $42k. Holding for ~2 years, and plan on holding for a lot longer. #investing #earnings #stockmarket #mag7

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Thursday 30 April 2026 22:50:26 GMT