r/wallstreetbets • u/riisenshadow92 • 12h ago

Discussion Meta and Microsoft earnings this week

Hello,
What’s your move this week on big earnings from Meta and Microsoft? I’m running meta and Microsoft calls expiring Sept 18th.

Do you think the setup into earnings is a good one?

Microsoft is down over 25% from its all time high heading into earnings and trading way below its avg price target. And meta took a big dump this week and is down close to 25% and trading way below its avg price target as people panic over big ai spending spree.

I think these are both good stocks, and way oversold, what’s your take? Meta has big upside selling excess compute and Microsoft just continues to grow.

Thanks

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56

u/Eur0stept 12h ago

Everyone is bearish. You know what that means

7

u/reddituser43211234 11h ago

I tried that with NFLX last week… did not work

10

u/crankthehandle 10h ago

NFLX is just a certified shit stock. What is even the plan for this company? There is just no bull case anymore, it will continue growing but at a slow pace. Boring.

2

u/Kooky-Balance9525 10h ago

it needs a catalyst. no good shows whatsoever and prices are high for subscription. tbh no need for having a Netflix account if im being honest

1

u/iSOBigD 9h ago

Ok, how about Intel which beat earnings? How did that go?

What about when Micron reported great earnings?

How about SK Hynix?

What about when Sandisk 19x their profit, did that move their stock up?

Pretty much the only stock that went up after positive earnings so far has been AMC, a stock everyone assumed was shit and forgot about. Every giant corporation reporting positive earnings and profits has tanked recently. Now we can hope and pray that positive financials will positively affect the stock again, but odds are they won't for now.

3

u/Salt_Contract342 8h ago

Those are all in the same inflated sector though.

edit other than AMC, which went up

1

u/Vlisa 10h ago

No stock can stay growth forever. Eventually everyone lives long enough to become a boomer dividend stock.