Last week, macro factors pulled the trigger, earnings reports caused a split, and storage saw deleveraging. Microsoft an… | Longbridge

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眼眼科主理人（笑发财）

眼科主理人（笑发财）

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Aug 3 at 06:35 AM

Last week, macro factors pulled the trigger, earnings reports caused a split, and storage saw deleveraging. Microsoft and Amazon proved that this world is ultimately pragmatic and mercenary; cash flow validation outweighs zero-cost verbal "faith and dreams." So you might want to check if your portfolio balances dreams with reality.

Preview of US Stock Earnings Volatility This Week: The Big Four Tech Giants Take Turns 'Taking Over the Streets', AI Hardware Chain Collectively Faces the Exam

This week is the peak of the Q2 earnings season. Microsoft and Meta after hours on Wednesday, Apple and Amazon after hours on Thursday—the four tech giants are squeezed into just two days, compounded by the FOMC rate decision on Wednesday, making it a rare dense schedule for the year. The most concentrated volatility is actually in semiconductors: from compute IP/edge (Arm, Qualcomm) to memory/HBM (SK Hynix), to storage (Seagate), and then to equipment (Lam Research). The entire AI hardware supply chain takes its exam in the same week, with implied volatility generally above 13%...

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