CEO at moomoo Australia. Markets. Investing. Trading. Lahksa.
Sydney
Joined March 2011
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Michael McCarthy retweeted
【Moo News】
November is packed with market-moving events. But will they be enough to fuel the next rally?
For $NVDA, another strong quarter may not be enough if guidance fails to meet already-high AI expectations.
Cooling inflation could revive hopes for a December Fed rate cut, but a weakening labor market could complicate the outlook.
And with the midterms approaching, investors will be watching for shifts in policy expectations that could affect tech, trade, and the broader market.
The real question isn't just what happens next, but how the results compare with what Wall Street has already priced in.
Explore the key November catalysts and what they could mean for the market:j.moomoo.com/0IgrEo
Investing is risky. Content provided by Moomoo Technologies Inc.
Michael McCarthy retweeted
【Moo News】
$AAPL heads into its Nov. 2 earnings report near record highs, with Wall Street expecting $113.5B in revenue.
But strong sales alone may not be enough.
Three things to watch:
• iPhone 18 Pro demand amid reports of weaker component orders
• Rising memory costs and their impact on gross margins
• Holiday-quarter guidance as the $1,999 iPhone Duo enters the picture
With expectations already running high, the bigger question is whether Apple's next growth cycle can justify its premium valuation.
Explore our full earnings preview, including key estimates, risks, and options positioning: j.moomoo.com/0IgrEo
Investing is risky. Content provided by Moomoo Technologies Inc.
Michael McCarthy retweeted
Refining margins are pushing oil profits higher. Last week's reports were impressive, and that's set to continue as wars keep the oil price high. Stocks have surged around 50% over the past 12 months – a stark contrast to the rout in tech
youtu.be/FnGNWIMQx58?si=P9RA…
$XOM $STO $WBC
Michael McCarthy retweeted
A pullback in US tech sent markets tumbling, led by Alphabet's huge drop. Other tech leaders tumbled as investors dove into the climbing healthcare sector, where record results are being reported for Eli Lilly and Merck: youtu.be/RQev-1jGORE
$LLY $MRK $GOOGL
Michael McCarthy retweeted
@MicMcCarthy Midterms are Nov 3. See what both parties hold and where they overlap. Track smart money trades on moomoo.
Reply #Stop to opt-out of this campaign.
Michael McCarthy retweeted
【Moo News】
Anthropic's compute efficiency improved 5.2x in five quarters, reaching $2.08 in revenue per $1 of compute expense.
But 80% of H1 revenue was usage-based, while ~$431B in relatively firm compute commitments stretches years ahead.
Can token demand keep pace with locked-in costs?
Learn more at: j.moomoo.com/0IgrEo
Investing is risky. Content provided by Moomoo Technologies Inc.
Michael McCarthy retweeted
Infrastructure spending extends far beyond GPUs.
In this illustrative breakdown, $50 goes to chips (like $NVDA $AMD $MU $SKHY $INTC $DELL).
While power receives $20 ($VRT $NET $CEG),
networking $15 ($MRVL $TEL $CSCO $ANET $LITE),
and cooling and facility construction account for $7.50 each ($VRT $TT $NVT).
The AI buildout creates opportunities across the wider supply chain, from semiconductors and networking to electrical equipment, cooling systems and data centres.
Which part of the AI infrastructure value chain are you watching most closely?
Michael McCarthy retweeted
Overnight we saw a rout in technology stocks, as Meta's cash flow turned negative due to its huge AI spending bill. It shocked investors, and deepened worries for the whole sector. Stocks plummeted, dragging indices further down for the month. But it's clear investors are finding 'safer' sectors, with health, consumer and insurance sectors surging as October continues: youtube.com/watch?v=K_pz1shA…
Michael McCarthy retweeted
【Moo News】
The AI earnings paradox: Strong growth may not be enough.
$MSFT, $GOOG and $AMZN report this week. Cloud growth forecasts: Azure +44%, Google Cloud +91%, AWS +38%.
Another capex hike could fuel chip demand while raising fresh cash flow concerns for the cloud giants.
Learn more at: j.moomoo.com/0IgrEo
Investing is risky. Content provided by Moomoo Technologies Inc.
Michael McCarthy retweeted
US tech companies are posting astonishing earnings results, and even stronger forward outlooks, and it's all down to artificial intelligence. That sent markets up overnight, with crypto and other categories also boosted. Investors' key issue – whether huge investments in AI are paying off – is being answered. Meta is the latest example, with a clear model for profits: youtube.com/watch?v=RM-_Kw6g…
Michael McCarthy retweeted
Meta earnings are coming up!
What are you watching most closely for $META this quarter?
Investing is risky. Content provided by Moomoo Technologies Inc.
50%AI monetization
50%Ad revenue growth
0%🥽 Reality Labs spending
0%Next-quarter guidance
4 votes • Final results Michael McCarthy retweeted
【Moo News】
One stock. Seven ETFs. Different exposures.
Meta-linked ETFs offer different daily leveraged, inverse, and income strategies, with varying fees and risk profiles.
Here's a closer look at how they differ: j.moomoo.com/0IgrEo
$META
For informational and educational purposes only. This content does not constitute investment advice or a recommendation to buy or sell any securities.
Leveraged and inverse ETFs seek daily investment results, and their performance over longer periods may differ significantly from their stated objectives.
Investing involves risk, including the potential loss of principal. Content provided by Moomoo Technologies Inc.
Michael McCarthy retweeted
Tesla earnings are around the corner.
Revenue estimates, past earnings moves, institutional research, and Wall Street forecasts - there's plenty to look at before $TSLA reports on October 21.
Explore the numbers on Moomoo.
j.moomoo.com/0J2HXh
Michael McCarthy retweeted
【Moo News】
SpaceX's next AI advantage may come from rocket engineering.
Musk says $SPCX is applying rocket-engine casting expertise to gas-turbine parts facing 12–18-month delays, aiming to scale compute capacity from 1.7GW to 13GW by end-2027.
Faster buildouts matter. So do returns.
Learn more at: j.moomoo.com/0IgrEo
Investing is risky. Content provided by Moomoo Technologies Inc.
Michael McCarthy retweeted
【Moo News】
Goldman upgraded $CRWV to Buy while cutting its price target from $139 to $106. Shares still closed 0.4% lower Monday.
Its bull case rests on GPU economics: 15.3% projected unlevered returns vs. an 11.8% cost of capital.
The next test is how CoreWeave funds its expansion.
$NBIS
Learn more here:
j.moomoo.com/0IgrEo
Investing is risky. Content provided by Moomoo Technologies Inc.
Michael McCarthy retweeted
【Moo News】
Same destination. Different ride.
Since 1950, the S&P 500 has averaged roughly 15% in the year after midterms across three congressional outcomes under Republican presidents.
The paths looked very different.
Ahead of Nov. 3, policy, bond yields and earnings all remain in focus.
Learn more at: j.moomoo.com/0IgrEo
Investing is risky. Content provided by Moomoo Technologies Inc.
Michael McCarthy retweeted
【Moo News】
SpaceX just generated more revenue from AI than from Starlink and space launches combined.
$SPCX Q3: SI revenue reached $7.56B, vs. $7.02B from its other two segments. Total operating income swung to +$2.79B.
Capex hit $19.6B, exceeding quarterly sales of $14.58B.
Learn more at: j.moomoo.com/0IgrEo
Investing is risky. Content provided by Moomoo Technologies Inc.
Michael McCarthy retweeted
【Moo News】
Two fresh signals from the AI infrastructure boom.
$SPCX says GPU rental contracts are renewing at higher prices, with demand exceeding available capacity.
$SMCI raised its FY27 Q1 revenue outlook to $18.5B–$19.5B and lifted its gross margin forecast to 12–12.5%.
Pricing power and stronger hardware demand are reinforcing the AI buildout story.
Learn more at: j.moomoo.com/0IgrEo
Investing is risky. Content provided by Moomoo Technologies Inc.
