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📊 Big Tech Earnings Recap: Winners, Losers & Market Reactions

🟢 Microsoft (MSFT) – AI Keeps the Growth Engine Running

• Revenue: $62B (+18% YoY)

• Azure Cloud Growth: +30% YoY

• AI Contribution: AI drove 6 percentage points of Azure’s growth.

✅ Key Takeaway: Microsoft is still the safest AI bet with enterprise adoption driving consistent cloud growth.

📌 Stock Reaction: Slight dip post-earnings, but no major concerns. Still a buy on pullbacks.

🟡 Amazon (AMZN) – Cloud Strength, But AI Infrastructure Issues

• Revenue: $187.79B (+14% YoY)

• AWS Cloud Growth: +13% YoY

• Advertising Revenue: +27% YoY

⚠️ Key Takeaway: AWS and ad revenue are strong, but Amazon is struggling to scale its AI infrastructure fast enough. CEO Andy Jassy warned that delays in acquiring hardware and electricity are slowing progress.

📌 Stock Reaction: Shares fell 4% after earnings, reflecting concerns over AI scaling. Long-term, this could be a buy-the-dip moment.

🟡 Apple (AAPL) – iPhone Weakness, Services Strength

• Revenue: $124.3B (+4% YoY)

• iPhone Sales: Down ~1% YoY (China struggles)

• Services Growth: +11% YoY

⚠️ Key Takeaway: iPhone sales are stagnating, but Apple’s Services business (App Store, iCloud, Apple Pay, etc.) is becoming its main profit driver.

📌 Stock Reaction: Stock pulled back slightly post-earnings. If AAPL drops near $170-$175, it’s a strong buy zone.

🔴 Alphabet (GOOGL) – AI Spending Concerns Hit Hard

• Revenue: $96.5B (+13% YoY)

• Google Cloud Growth: +30% YoY

• AI Spending: Google is investing $75B into AI infrastructure in 2025.

⚠️ Key Takeaway: While Search & Ads are holding up, heavy AI spending is weighing on margins. Rising competition from China’s DeepSeek is also a new threat.

📌 Stock Reaction: Shares dropped 6% post-earnings due to concerns over AI costs.

🔴 Meta (META) – Ad Boom, But AI Spending Shocked Investors

• Revenue: $40.1B (+25% YoY)

• Ad Business Growth: +21% YoY

• CapEx Guidance: $35B-$40B for AI & infrastructure

⚠️ Key Takeaway: Meta is going all-in on AI, but investors didn’t love the massive spending increase.

📌 Stock Reaction: Shares dropped sharply after earnings. If you believe in AI's long-term impact, this could be a buying opportunity.

🚀 What’s Next? The Next Market Move

1️⃣ Do We Buy the Dip?

• Big Tech has run up massively, so a pullback isn’t surprising.

• AI is still the #1 driver, but valuations are high.

• If we see further 5-10% dips, some of these names become attractive again.

2️⃣ What’s the Next Catalyst?

• Interest Rates: The Fed’s next moves will dictate market sentiment.

• AI Growth: We’ll see if AI spending remains aggressive or starts slowing next quarter.

• Macro Conditions: Consumer spending, inflation data, and GDP will all influence tech stocks.

We have mentioned many of these names in our private Discord, and various investment choices have tripled in price.

Get notified

📢 Special Edition: Deep Dive Series Launch!

I’m rolling out a bi-weekly Deep Dive Series where I break down earnings, stocks, and major market trends in detail.

📌 First Deep Dive: Palantir (PLTR) Earnings Breakdown – Is AI’s Hottest Stock Still a Buy?

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Palantir (PLTR) Q4 2024 Earnings Deep Dive: AI Growth, Profitability, and What’s Next

Palantir just dropped its Q4 2024 earnings, and as expected, the AI-driven enterprise is proving why it’s more than just a government contractor. The stock has been on a run, but is the growth real, and is it sustainable? Let’s break it down.

📊 Earnings Snapshot

• Total Revenue: $660M (+20% YoY)

• Government Revenue: $362M (+14% YoY)

• Commercial Revenue: $298M (+28% YoY)

• U.S. Commercial Revenue: $136M (+45% YoY)

Palantir is still leaning on government contracts, but what really matters here is commercial growth. The U.S. commercial segment growing 45% YoY is a big deal—that’s where the real scalability is.

🔹 Profitability & Cash Flow

• GAAP Net Income: $93M (profitable for 5 straight quarters)

• Free Cash Flow: $225M (34% margin)

• Cash on Hand: $3.8B (Zero debt)

This is what separates Palantir from the AI hype names. They’re profitable, cash flow positive, and sitting on a strong balance sheet. When an AI company isn’t burning cash just to stay afloat, that’s a huge advantage in a high-rate environment.

📈 What’s Fueling Growth?

1️⃣ AI Expansion into Enterprise

Palantir’s AIP (Artificial Intelligence Platform) is taking off across healthcare, finance, and energy. The numbers tell the story:

• 497 total customers (up from 394 last year)

• 90 new AIP customers in Q4 alone

They’ve figured out how to move beyond government deals and sell AI-driven decision-making tools to major companies. The more they land Fortune 500 clients, the less they rely on unpredictable government budgets.

2️⃣ Government Contracts Are Still the Backbone

• $115M U.S. Army contract for AI & battlefield intelligence

• $250M+ in new defense deals

• NATO & allied military partnerships expanding

Palantir won’t stop being a defense-first company anytime soon. While AI adoption in enterprises is the future, these multi-million-dollar military deals provide a strong revenue floor.

3️⃣ Where Is AI Demand Growing Fastest?

Palantir is locking in AI deals across:

• Healthcare (predictive patient management)

• Energy (resource allocation for BP, Exxon, Chevron)

• Finance (fraud detection, risk modeling)

They aren’t just selling AI—they’re integrating it deep into real-world operations. The more they do this, the harder it is for customers to switch to a competitor.

📅 Forward Guidance: Where Are They Headed?

• Q1 Revenue Estimate: $715M (above expectations)

• 2025 Full-Year Guidance: $3.0B revenue (+22% YoY)

• GAAP profitability expected all year

Palantir’s forecast is bullish, which explains why the stock keeps running. If they maintain 20%+ revenue growth while staying profitable, they’ll prove to institutions that they’re not just another AI hype train.

💰 Is PLTR Stock a Buy Right Now?

✅ Bull Case

✔️ AI adoption is real, and Palantir has first-mover advantage.
✔️ Profitability + strong cash flow = financial stability.
✔️ Commercial growth is scaling fast, reducing government dependence.

❌ Bear Case

⚠️ Stock is expensive at 20x sales—high expectations are priced in.
⚠️ Government revenue still dominates, limiting flexibility.
⚠️ Massive run-up already—could be due for a pullback.

📌 Final Thoughts: Buy Now or Wait?

• If you're in for the long-term AI trend, PLTR is worth holding.

• If you're an investor, I’d watch for a pullback—around $65. A gift would be $45 or under.

Would you buy PLTR here or wait for a dip? Let me know. 🚀💰