Meta’s Full Year 2023 show improved margins and user growth.
Meta reported their full year 2023 results on February 1. The market seemed rather happy for a number of reasons. First, record revenue of $135 billion up almost 16% from…
Amazon’s growing margins Q12024 outside of shopping.
Improved gross margins and lowered operating expenses were the catalysts to Amazon beating first quarter earnings expectations. Amazon earned 98 cents per share where Factset was looking for 84 cents.…
Micron Tech has emerged from the wilderness but we think it’s over-priced.
Micron Technology reported third quarter earnings June 26. Revenue beat consensus of $6.7 billion and was at the top end of company guidance. The market sold off on the news…