AllIn Call

Big week ahead, Tesla, Microsoft, Meta, and Apple all report, mark down what to watch: $Tesla(TSLA.US) TSLA is always a wildcard. Forget just delivery numbers; the street is obsessed with margins and the AI story. The big money wants concrete updates on FSD take rates and, more importantly, any real timeline for the Robotaxi network. After the recent run-up, they need to prove the "future tech" isn't just more Musk magic talk. EPS expectation is around $0.44. $Microsoft(MSFT.US) The AI Kingpin. This is the purest test of AI monetization. All eyes on Azure cloud growth – is it accelerating or hitting a wall? Any slowdown chatter will spook the market. We also need to hear how Copilot is actually selling and if those insane capital expenditures are paying off. Can they justify the spend? Consensus EPS is looking for ~$3.86. $Meta Platforms(META.US) The efficiency champ. Their ad engine has been a beast, but the question is sustainability. Watch for ad pricing trends and user engagement, especially with Reels. The real tension? Balancing massive AI/metaverse investments against profit growth. The market hates "spend now, profit later" stories if the payoff isn't clear. They're expected to deliver a hefty ~$8.16 EPS. $Apple(AAPL.US) The pressure is on. After lagging this year, AAPL needs to show iPhone 17 demand is still strong, especially in China, and prove it's insulated from rising memory costs. More importantly, they must sell a credible AI vision. Everyone's watching the Google Gemini partnership for Siri – any rollout details will be a major catalyst. It's time to move beyond the "AI laggard" talk. Expected EPS is around $1.73. Don't forget to mark your calendars, let's watch this together!

🚀 NVIDIA’s Latest Power Move: $2B into Synopsys! Beyond the “Closed Loop”? $NVIDIA(NVDA.US) is at it again — this time with a $2 billion investment in $Synopsys(SNPS.US), a giant in chip design software (EDA). Jensen Huang calls it a “tremendous expansion opportunity” 🔥 Looking at this slide from a recent deck, we see NVIDIA isn’t just building a closed AI ecosystem. They’re strategically investing across the stack — from infrastructure to software — to fuel the next wave of compute. So… what do you think?🔴 Is NVIDIA just securing its supply chain, or truly expanding the AI frontier?🟢 Could this push more “intelligent automation” in semiconductor design? Drop your thoughts below! 👇

$Apple(AAPL.US) $Circle(CRCL.US) Make a small profit. It's still important to follow the market, indicators, and your own logic, not your beliefs.

Netflix pre-market plunged, bulls can only comfort themselves, which is fine, after all, they've been bottom-fishing all the way down from 110. Not comforting each other would really affect the mood.Stocks, once a downtrend forms, can keep falling for months, even a year. Many big US companies are like this—Apple/Microsoft/Google adjustments can drop from Nov 2024 to Apr 2025. Many are trapped, cutting losses before dawn, let alone Netflix and META.These stocks have all moving averages diverging bearishly, candlesticks below MA5/10/30/60. All moving averages above will act as resistance, with huge selling pressure on rebounds. Refer to META759-580-670-600, or the trends of Pop Mart/Lao Pu Gold/Xiaomi—roughly this idea.To be cautious, value investing should also consider technical patterns. Wait for a bottom rebound, solidify the base, and see candlesticks stabilize above the 10-day MA. Earning less is fine.US stocks always reward the strong—gold/silver/copper bulls are very dominant. Wait for Trump's TACO before topping starts. No left shoulder yet, let alone the right.SNDK/MU—too many shorts here. MU200+, SNDK300+ and shorts pile in, yet they don’t even set stop-losses. Suicide. Technically, the left shoulder isn’t done. Need 2-3 big bearish tops to confirm the head. If not, there’s still room for longs. Wait and see.Of course, the funnier one is APP. Some small-time short firm released a short report, many rushed in at -11% to short, only to get squeezed overnight… If everyone knows it’s an opportunity, is it really?As for PDD’s $100K fine… we all know what’s up.

$Alphabet(GOOGL.US)$Alphabet - C(GOOG.US)Google is in talks to sell TPUs directly to Meta, a move that could further erode NVIDIA’s market share. GOOGL shares rose over 6% on the news. Do you think this will drive further growth for Google?

More and more voices are turning bearish on AMD...$AMD(AMD.US) 

$Tesla(TSLA.US)Siddhant Awasthi, head of Tesla’s Cybertruck project, has announced his departure, intensifying the company’s executive turnover amid unstable sales. After three years overseeing Cybertruck development and ramping up production, Awasthi is leaving without disclosing his next move. Recently, several Tesla executives have resigned, including Vice President of Software Engineering David Lau, who has joined OpenAI. Meanwhile, Tesla is facing challenges such as sluggish consumer demand and reduced incentives in the United States, while actively expanding into new businesses like robotaxis and humanoid robots.What impact do you think this will have on Tesla?

Oracle's 44% cloud growth confirms AI demand is broadening beyond hyperscalers. The $553B backlog is staggering

$Apple(AAPL.US)Apple hits another all-time high as its first foldable-screen device makes major progress in development. If Apple launches a new product, would you buy it?