IREN is mentioned as a 'Neo-Cloud Player' receiving investment from NVIDIA.
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The creator discusses upcoming earnings reports for major tech companies like Microsoft, Meta, Apple, Amazo...
Jul 25, 2026
The creator discusses upcoming earnings reports for major tech companies like Microsoft, Meta, Apple, Amazon, and SK Hynix, highlighting concerns about free cash flow and capex spending. The reel suggests that the market is fearful about these companies' ability to sustain spending, and that positive news on cash flow could flip the narrative.
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NBIS is mentioned as a 'Neo-Cloud Player' receiving investment from NVIDIA.
Alphabet's stock fell 5% despite beating estimates, due to negative free cash flow for the first time since 2004, indicating potential market concern.
SK Hynix's upcoming earnings report is crucial for understanding the memory chip shortage and its duration.
Amazon is noted as a company reporting earnings on Thursday, impacting the broader tech sector sentiment.
Apple is mentioned as one of the tech giants reporting earnings soon, with its performance contributing to the overall market sentiment.
Meta is highlighted as a company whose earnings report and cash flow will be critical for the AI sector's outlook.
Microsoft is mentioned as a key player in the AI sector whose capex and cash flow will be closely watched.
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GOOGsell opened Jul 25, 2026
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