Mantas

Dragon :))

[Mantas @Gaspuri]

Do you remember when you joined X? I do! #MyXAnniversary

[Mantas @Gaspuri]

@RoaringKitty Trump 🤘

[Shay Boloor @StockSavvyShay]

Next week’s earnings from $META, $GOOGL, $AAPL, $MSFT & $AMZN will be a major market catalyst -- here’s what I expect from each report 🧐

1. $GOOGL | Alphabet

• Advertising Momentum: Google’s core ad business, especially YouTube and search, needs to show continued growth. I expect ad revenue to be ~$68B for Q3, driven by strong political and CPG ad spend.

• Google Cloud Performance: Profitability and top-line growth in the Cloud segment are critical. Google Cloud's previous 29% YoY growth sets the bar high, and I'll be watching if it can maintain this pace -- given AI-related demand and heavy capex investments.

• AI Strategy & CapEx: I’m focused on how Google’s AI investments translate into real returns. With plans to increase capex to $52B by 2025 for AI infrastructure, I’ll be looking for management’s comments on the ROI timeline. Any signs of slower adoption or higher costs without clear payoffs could pressure the stock.

• Antitrust Updates: Ongoing DOJ cases could weigh on sentiment, so any comments from management about potential remedies or appeals could affect valuation.

2. $META | Meta Platforms

• Revenue Growth vs. Expenses: Meta is expected to report solid ad revenue growth, especially from Reels and WhatsApp, driven by AI-enhanced targeting. However, a key focus will be on how this growth balances with rising costs, particularly from AI investments and Reality Labs. I’m watching to see if expense growth begins to outpace revenue growth -- signaling potential margin compression going forward.

• Guidance for Q4: With holiday ad spending around the corner, I want to see if Meta can project strong Q4 revenue, possibly guiding ~46B, indicating 13% YoY growth. Clarity on ad spend trends and any updates on Reels' monetization or WhatsApp initiatives will be crucial.

• VR/AR Growth Potential: Updates on Quest 3 sales and AR glasses (partnered with Ray-Ban) could be potential catalysts for new revenue streams. Any surprise upside here, coupled with strong guidance, could support further stock gains.

• Stock Price Risk: With the stock at all-time highs and correlating with significant Fibonacci levels, I’ll be watching closely for any signs of a post-earnings pullback if guidance disappoints or if costs spike more than expected.

3. $AMZN | Amazon

• AWS Growth & Energy Investments: AWS is expected to show sequential acceleration in revenue, driven by cloud adoption and AI demand. I’m particularly interested in any updates on AWS’s nuclear energy investments and how they impact cost efficiency and margin expansion.

• Retail Trends & Holiday Outlook: With Prime Big Deal Days setting the tone, I want to see if Amazon projects strong holiday demand, as this would signal resilience in consumer spending. Any changes in average selling prices or consumer sentiment could impact overall performance.

• Advertising Growth: Amazon's ad business, which grew 20% YoY to $12.8B, is now a core focus. I’ll be watching for details on video ad performance and Prime Video’s role in driving ad revenue. The evolution of this segment will be a significant growth catalyst.

• CapEx & Profitability: Comments on capex allocations for AI and data centers, as well as cost-cutting measures in retail, will be crucial for gauging profitability trends.

4. $AAPL | Apple

• iPhone 16 Sales: Apple’s revenue will largely hinge on iPhone 16 demand, particularly in China and India. Strong early sales data could signal a solid Q4, but geopolitical risks and competition from Huawei could be headwinds.

• "Apple Intelligence" AI Features: I’ll be looking at how the integration of new AI features impacts user engagement and drives higher ASPs. Any discussion of AI advancements across devices, especially in the context of its late-stage AI development, will be critical.

• Services Revenue & Margins: Apple’s services segment, with its 74% margin, is a key driver of overall profitability. I’ll be monitoring for growth in subscription revenues and whether it’s enough to offset hardware pressures.

• Guidance for Q4: With EPS expected to hit $1.55 on $94.2B in revenue, Apple will need strong guidance to sustain its premium valuation. Any signs of softening demand or production issues in India could temper enthusiasm.

5. $MSFT | Microsoft

• Azure Growth & AI Contribution: Azure remains Microsoft’s top growth driver, with expectations of over 30% growth following recent segment restructuring. I’ll be looking for how AI contributes to revenue growth, given its current high-single-digit contribution to Azure growth.

• CoPilot Adoption Rates: The success of CoPilot is critical. While management has projected rapid uptake, I’m keen to see if it meets expectations, particularly with enterprise feedback on integration and user adoption.

• Capex & ROI Clarity: Microsoft’s capex is expected to surpass $60B this year, largely to support generative AI and data centers. I’ll be watching for more clarity on the return timeline and any signs of misallocation, which could pressure margins.

• Productivity & Business Segment: With consistent low-to-mid-teens growth driven by products like Office 365, I’ll be monitoring guidance to ensure these high-margin SaaS products maintain momentum amidst potential AI-driven disruptions to traditional workflows.

[Mantas @Gaspuri]

@sajwani Dubai, because it is much much safer

[Bill Mitchell @mitchellvii]

I found Kamala's platform. Please pass it on!

[Mark Nelson @energybants]

ZAPORIZHZHIA FIRE:

This fire is not near the reactors and is not a threat to them.

The fire is at the base of one of the natural draft cooling towers circled in red.

The nuclear reactors (green) are offline. Cooling towers are not in use.

The public is not in danger from it

[Mario Nawfal @MarioNawfal]

🚨Watch Trump's interview with Elon live on 𝕏 tomorrow at 8pm ET! This is going to be huge!

[Mantas @Gaspuri]

Do you remember when you joined X? I do! #MyXAnniversary

[Axo @axotrade]

In a fast-paced Web3 environment, working on the door before finishing the foundation can be tempting.

But true innovation takes time, patience, and a commitment to building things the right way. If Axo truly wants to change the game, there are no shortcuts.

Axo has laid its foundation. Due to its modular design, it is not only strong but also flexible and adaptable. It is a large boulder on top of a hill, begging to be pushed.

🔹 UI/UX improvements 👈 We are here
🔹 Partner integrations
🔹 CEX listings
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🔹 Index funds
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🔹 Options
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🔹 Synthetics
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🔹 Mobile app
🔹 Social trading
🔹 Launchpad
🔹 Platform chat

And much more.

Has it been a breeze so far? No. It rarely is. But deep roots don't fear the wind, and Axo is ready to grow. 🌳

[Mantas @Gaspuri]

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[Mantas @Gaspuri]

@binance @axotrade

[Mantas @Gaspuri]

@RunesGod bc1qlyasn3w20gzmcmfqurdmr470s5a0ufkpkk7tnv

[Chaofan Shou @shoucccc]

Sorry for yoinking the $ORE LP. I'll randomly give away 4x 1 SOL to folks following me and retweeting this. Keep your DM on 🤪🤪🤪

Code: https://t.co/HyFX3ozwSm

[Axo @axotrade]

AXO/USDT trading will go live on @MEXC_Official in 24 hours 🚀

Deposits are open, and MEXC's Kickstarter event is ongoing.

🔹Deposit: Open
🔹Trading: 08.04.2024 15:00 UTC
🔹Withdrawal: 09.04.2024 15:00 UTC
🔹Full details: https://t.co/zsNXwnTbdF

See you tomorrow 😎

[MEXC @MEXC]

.@axotrade, a solution to the inefficiencies and central counterparty risks of traditional centralized and decentralized protocols, is coming to #MEXCKickstarter 🚀

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📈 $AXO/USDT Trading: 2024-04-08 15:00 (UTC)

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[Mantas @Gaspuri]

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[Mantas @Gaspuri]

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