Chubby♨️@kimmonismus · XAI 摘要
Alphabet、Microsoft、Amazon和Meta今天公布财报。 Microsoft拥有最容易的超预期并上涨的条件，因为其股价已经被打压。 Alphabet拥有最清晰的基本面故事（云服务+TPU需求，尤其是TPUv8）。 Meta和Amazon需要提供超出预期的业绩，因为它们在一个月内已经上涨了约30%。 所以我的选择是谷歌。
Alphabet， Microsoft， Amazon， and Meta report earnings today.
Microsoft has the easiest beat-and-run setup because the stock is already beaten down.
Alphabet has the cleanest fundamental story （Cloud + TPU demand， especially with TPUv8）.
Meta and Amazon need to deliver more than a beat because they're already up ~30% in a month.
So my take is on google.