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Guess and Win|Tech Sector Booming! Who Will Be the Dark Horse of Earnings Week?
This week, companies like AMD, Google, and Amazon will release their earnings reports, with their AI business updates being particularly noteworthy.
Which company do you think will win market favor with better-than-expected performance or strong guidance, leading to the highest weekly gain this week? Users who predict correctly will receive 888 task coins! 💰
🌟 Tuesday (Feb 3) After Market Close:
$AMD(AMD.US): The chip giant will release its earnings report, with market expectations of ~26% YoY revenue growth in Q4. The accelerated deployment of AI GPUs (e.g., MI350 series) and strong momentum in data center business are key highlights. The company targets $14-15B in AI-related revenue by 2026.
🌟 Wednesday (Feb 4) After Market Close:
$Alphabet - C(GOOG.US): The market is focused on how AI will drive performance. Bank of America predicts both Q4 revenue and EPS will beat expectations, with cloud business expected to grow 35% YoY. Additionally, the agreement with Apple on the Gemini model brings new growth potential.
$Qualcomm(QCOM.US): Dual-track development in mobile chips and automotive electronics. While the market expects solid December quarter results, analysts remain cautious about the 2026 mobile market outlook, focusing on future guidance.
🌟 Thursday (Feb 5) After Market Close:
$Amazon(AMZN.US): Institutions are watching whether AWS cloud business can maintain high growth and the impact of AI investments on capital expenditures. Holiday season retail performance and ad revenue growth are also key.
$IREN(IREN.US): As an AI infrastructure provider, the market is focused on its progress in expanding GPU capacity to ~23K units and partnerships with major clients like Microsoft. The company aims to scale GPU capacity to ~140K units by end-2026.
$Strategy(MSTR.US): The world’s largest publicly traded Bitcoin reserve company. Its earnings are highly tied to Bitcoin prices, with market focus on holdings, financial strategy, and its unique role as a "Bitcoin leverage play."
哪家公司能在本周(2月2日-2月6日) 录得最高的周涨幅?
Single Choice
- AMD(AMD.US)21%
- 谷歌(GOOG.US)47%
- 高通(QCOM.US)5%
- 亚马逊(AMZN.US)13%
- IREN(IREN.US)5%
- Strategy(MSTR.US)5%
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