Meta is killing it commercially with strong ad revenue growth and impressive net income, but high capex and the potential for excessive spending on AI investments remain a concern, despite a cheap valuation.
Source Post
BIG PRE EARNINGS REVIEW !!! MICROSOFT, AMAZON, META, GOOGLE, AND APPLE !! IS THE BAR TOO HIGH ??
The Billingual Stock Market ChannelApr 28, 2026
The creators discuss upcoming earnings reports for major tech companies including Microsoft, Amazon, Apple, Meta, and Alphabet. They analyze the technicals, potential risks, and growth drivers for each company, with a particular focus on AI's impact and capital expenditure. Apple is seen as the most trustworthy before earnings due to lower capex, while Microsoft faces headwinds from OpenAI's situation. Amazon's dominance across various sectors is highlighted, but capex is a concern. Meta shows strong ad revenue growth despite high capex, and Google is well-positioned with its AI stack and YouTube, though valuation is a key consideration.
Linked Mentions
Tickers discussed in this post
Amazon's dominance in multiple lucrative businesses, including AWS, retail, and logistics, makes it a strong long-term play, but high capex and potential impact of oil prices on logistics are concerns.
Alphabet is well-positioned with its full AI stack, data advantage, and in-house TPUs, making it a strong contender for AI profitability, though valuation and potential double-top technicals warrant caution.
Apple is the most trusted company before earnings due to its lack of aggressive capex, strong ecosystem, and potential for new all-time highs, despite concerns about China sales and competition.
Nvidia's diversified business might make it less of a concern compared to other companies reliant on OpenAI.
Oracle could be hit hard if something goes wrong with OpenAI, as the market became suspicious after Oracle announced a large backlog with OpenAI.
Microsoft is expected to report strong earnings driven by Azure, but faces concerns about OpenAI's impact and high capex, with the stock trading below its 100-day moving average.
The creator mentions being in a trade on Qualcomm, which is reporting earnings tomorrow.
Linked Signals
Tracked calls opened from this post
AAPL
buy opened Apr 28, 2026
+17.78%