Nvidia is a bullish play as Microsoft's focus on AI chips over data centers signals demand for Nvidia's products.
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The creator discusses recent earnings for big tech companies, noting Microsoft's strong performance with a...
Jul 30, 2026
The creator discusses recent earnings for big tech companies, noting Microsoft's strong performance with a 16% jump and Meta's significant drop of 14%. The analysis highlights Microsoft's AI build-out phase and its successful earnings, contrasting it with Meta's struggles with free cash flow and increased capex for AI. The creator expresses skepticism about Meta's AI strategy compared to Apple's AirPods success, and suggests that Microsoft's focus on AI chips over data centers is a bullish signal for Nvidia.
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Meta is a sell due to its free cash flow evaporation, increased AI capex, and a failed AI strategy, leading to a 14% stock drop.
Microsoft is a buy due to its strong earnings, impressive Azure growth, and focus on AI, which is rewarded by the market.