What Meet Kevin said in this video:
- TMUSbullishshort-termT-Mobile beat on postpaid adds and EPS, and the host thinks its iPhone handoff deal is a very smart idea.Source
- FTNTneutralshort-termFortinet raised guidance with several beats, and the host is puzzled by the roughly 20% after-hours drop, offering no directional call.Source
- EBAYbullishshort-termeBay's active-buyer beat should create enthusiasm, with net revenue also coming in slightly ahead.Source
- Inflationneutralmid-termThe host calls Bessent's 'transitory' framing of the energy price shock a party-line claim, signaling skepticism of the official inflation narrative.Source
- Market Breadthneutralshort-termThe host flags that Google's drop could weigh on the broader market while stressing the data points to a company-specific issue.Source
- AI Capexpositive for stockslong-termGoogle's miss is idiosyncratic disruption, not an AI bust; both Google and Microsoft raised capex, and SK Hynix's own warning framed this as single-company risk rather than an industry slowdown.Source
- GOOGLbearishmid-termThe host owns no Google, argues the search miss exposes the core ad business (75% of revenue), and believes the query-growth metric misleadingly bundles AI chats; EPS missed badly.Source
- MSFTbullishshort-termThe host owns Microsoft, bought the dip before the close, and had targeted the 565 line, which was hit to the penny after a cloud and Azure beat.Source