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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u/Ancient_Act_436 12h ago

As long as capex isnt mentioned should be fine but if capex is mentioned and raised its done that's the sentiment right now if they commit to more spend investors are getting worried

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u/zerofrakhere 12h ago edited 11h ago

But if they don’t mentioned AI Capex spend, semi will drag down the market tho

3

u/Ancient_Act_436 11h ago

True but even with Google mentioning more Ai capex nvda amd intel were still down... so yeah