What 阳光财经 Sunny said in this video:
- SPYneutralshort-termDespite weak tech, advancers outnumbered decliners and the S&P closed with a small bullish candle, so the index stays in a stable sideways range.Source
- QQQneutralshort-termThe Nasdaq gapped down, but the host believes the gap is not a breakaway gap and should be filled.Source
- GOOGLbearishshort-termSlowing search growth and heavy capex are persistent problems, so Google is near-term bearish and may grind lower.Source
- GOOGLbullishlong-termThe host argues Gemini alone could be worth $2T, making the rest of Google cheap at the remaining $1.5T, with a trailing P/E under 15, so he stays long-term bullish.Source
- MSFTbullishmid-termMicrosoft's earnings beat on revenue, profit and cloud growth; the host says the report defused risks and the stock should stabilize and rise.Source
- LLYbullishmid-termLilly beat big on revenue and EPS, raised full-year guidance, and its diabetes and weight-loss drugs hold 63% share; the host is bullish on both fundamentals and technicals.Source
- AMZNbearishshort-termAmazon missed on both revenue and EPS with a second straight quarter of negative free cash flow, sending shares down over 5% after hours.Source
- AI Capexnegative for stocksmid-termThree of the four cloud giants blew out free cash flow; the host feels AI capex will be hard to push higher from here.Source