Apr. 23 at 7:16 PM
Earnings Week = Thesis Check 🔍
Next week isn’t about beats/misses — it’s about what still works.
3 questions I’m focused on:
1️⃣ AI: Disruption or Overreaction?
$NOW just dropped ~18% — signal or noise?
Watching: vertical vs horizontal software, mission-critical vs “nice to have”.
👉 Who’s actually losing demand?
2️⃣ Is AI spend paying off?
Narrative is strong, but where’s the ROI?
Watching: Azure, Google Cloud, AWS growth +
$META margins.
👉 Is revenue catching up with hype?
3️⃣ Payments moat still intact?
Fintech, then stablecoins — yet rails keep holding.
Watching:
$V /
$MA cross-border volumes this quarter.
👉 Any real threat this time?
My take: this week separates story vs reality.
📩 Want my watchlist + key levels? DM “EARNINGS”
