What NaNa说美股 said in this video:
- GOOGLbearishshort-termWith search ad growth slowing, capex soaring, free cash flow at negative $9.1B and no buybacks, the host says the drop is deserved and sees $270 coming soon.Source
- MSFTbullishmid-termMicrosoft beat on revenue, EPS and Azure, and is the only hyperscaler expected to keep positive cash flow next year; the market rewarded it after hours.Source
- QQQneutralshort-termNasdaq 100 futures were dragged down by Google; holding the 5-day average keeps the rebound alive, losing it risks further downside or new lows.Source
- SOXXbearishshort-termGoogle's report exposed big-tech cash burn for AI, reviving doubts about AI investment sustainability; SOXX fell after hours and the host thinks the rebound may be over.Source
- Inflationnegative for stocksshort-termMarkets expect September PCE to show reheating inflation; a hot core print would raise hike odds and pressure high-valuation stocks.Source
- SPYbearishshort-termThe host is not optimistic on tomorrow's session and leans bearish; upside tests heavy resistance at 7800, while losing 7680 means a retest of 7600.Source
- Fed Policynegative for stocksshort-termThe host thinks Warsh's inaction and refusal to give guidance could make US inflation harder to control, leaving him pessimistic on stocks tomorrow.Source
- Oil & Energyneutralshort-termUS-Iran uncertainty and falling inventories support oil, but rising US production caps further upside.Source