SupplementApple, bullish, betting on &#34;a cold upset followed by a short squeeze and surge after earnings; it now seems to be the most stable safe haven&#34;Amazon, bullish, beating expectations; cloud services are stronger than Microsoft's, e-commerce fundamentals are stable, it should be the tech stock that stands out the most

In the early hours of Jul 30 (Beijing time), Microsoft and Meta reported on the same day — with Amazon stepping up to the plate one day later. All three faced the same defining question: can massive AI spending actually translate into real returns? Yet each company tells a different story. Microsoft, armed with Azure and Copilot, is the quintessential 'picks-and-shovels' play — the market is laser-focused on whether cloud growth is fast enough. Amazon is seeing AWS momentum reaccelerate and retail margins improve, drawing fresh capital interest. Meta remains the most controversial of the three — running on a single-engine ad business while pushing the most aggressive AI capex of the group, leaving this earnings report to answer the burning question of whether the spending spree is worth it. Same AI arms race, three very different scripts. Who do you expect to deliver the biggest upside surprise — and who are you most worried about dropping the ball?

In the early hours of Jul 30 (Beijing time), Microsoft and Meta reported on the same day — with Amazon stepping up to the plate one day later. All three faced the same defining question: can massive AI spending actually translate into real returns? Yet each company tells a different story. Microsoft, armed with Azure and Copilot, is the quintessential 'picks-and-shovels' play — the market is laser-focused on whether cloud growth is fast enough. Amazon is seeing AWS momentum reaccelerate and retail margins improve, drawing fresh capital interest. Meta remains the most controversial of the three — running on a single-engine ad business while pushing the most aggressive AI capex of the group, leaving this earnings report to answer the burning question of whether the spending spree is worth it. Same AI arms race, three very different scripts. Who do you expect to deliver the biggest upside surprise — and who are you most worried about dropping the ball?

Mega-Cap Tech Earnings Week Is Here! Which Name Are You Most Bullish On?

The Big Six released their results one after another within 48 hours, with maxed-out divergence between bulls and bears. Share your verdict in one sentence for a chance to win a prize for the best comment!

Meta Platforms

Qualcomm

Apple

SK Hynix

SK Hynix - WI

Alphabet - C

Microsoft

Amazon

Alphabet

Alphabet Inc Pref Shares GOOGN 6.25 05/15/2029

Alphabet Inc Pref Shares GOOGM 6.25 05/15/2029

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AAPL 1X Short ETF

AAPL 2X Long ETF

T-Rex 2X Long Apple Daily Target ETF

Kurv Yield Premium Strategy Apple Aapl ETF

YieldMax AAPL Option Income Strategy ETF

GOOGL 1X Short ETF

GOOGL 2X Long ETF

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Apple Group

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目标月入一万人民币
保持收益率排名前十

贾琦光

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