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Amazon, Apple, AMD,which earnings actually lived up to the hype?
Amazon surprised me. AWS is back in growth mode, and their operating margin quietly hit 10%.
Apple felt a bit... stale? Lots of buybacks, not much innovation.
AMD had the biggest jump, IMO. Their AI chips are finally delivering — revenue doubled in data center.
Trimmed some exposure after earnings. I’m keeping some ammo on the sidelines (in Tiger, just in case) for opportunities that might come up over the next 1–2 weeks.
Anyone here rotating into new sectors? What’s your watchlist looking like post-earnings?
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Growth companies will becoming stewards eventually.
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Apple do not need innovation... apple users are trap in apple ecosystem... google have to pay apple ...
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Apple has technically sucessfully creating an ecosystem which makes it hard for its users to move to another ecosystem so I expect them to continuously buy Apple product which gives Apple a stable income and profit throughout... and maybe that cause them not to innovate as much