Microsoft & Apple carrying the market

While cryptos begin making a recovery.

Author

Swaggy Stocks
January 30, 2022

Swaggy’s Top Stonks. We compile and analyze data from multiple sources bringing you the top trending tickers from around the internet. If you haven’t subscribed already, please do so below.

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Today I'll be starting off with the trending meme-stocks and then going through a few things from the Microsoft (MSFT) earnings. Finally I'll get into which tickers I'm watching next week as we go deeper into earnings season.

Today's Letter

  • Trending Tickers

  • Microsoft Earnings

  • Earnings Watchlist

  • Crypto Trends

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Trending Tickers

As usual for this time of year, most of the trending tickers revolve around names reporting earnings. What happened this week?

The top names included:

  • Microsoft (MSFT): I'll get into MSFT's earnings transcript and some of their highlights later on, but MSFT made headlines this week after reporting a stellar earnings and solid guidance.

  • Apple (AAPL): also stole the show after beating expectations and carrying the market on it's back in Friday's trading session. CEO Tim Cook stated he thinks supply chain issues will begin to ease in Q2 of this year.

  • Robinhood (HOOD): As usual HOOD remains as infamous as can be. This time the stock is making headlines after another quarter of declining users and increased losses. HOOD has been taking some abuse on Twitter as the company has decided to use the "dark green" color to display losses, instead of red. Interesting tactic.

Netflix (NFLX): Similar to HOOD, Netflix also initially began making headlines last week after a sharp decline in post-earnings trading. Shares of NFLX dropped nearly 25% in a single day and have yet to recover.

A Look at Microsoft's Earnings

Microsoft reported a strong quarter with revenue growth across the board. Here's a peek at the "Swaggy Earnings Transcript Sentiment" for MSFT over the last 5 years.

Listening to the conference call Microsoft CEO, Satya Nadella, had a few interesting points that made him bullish on how Microsoft would be a part of the metaverse. He stated...

"Our Azure Arc customer base has tripled year-over-year... And as the digital and physical worlds come together, we are seeing real enterprise metaverse usage, from smart factories to smart buildings to smart cities, we are helping organizations use the combination of Azure IoT, Digital Twins and Mesh to help digitize people, places and things in order to visualize, simulate and analyze any business process."

"Across Azure, we are seeing growing adoption across every sector. CVS Health, Johnson & Johnson Medical Devices, Kyndryl and Wells Fargo all chose our cloud as their preferred provider this quarter."

"And with our planned acquisition of Activision Blizzard announced last week, we are investing to make it easier for people to play great games wherever, whenever, and however they want, and also shape what comes next for gaming as platforms like the metaverse develop. In closing, as digital technology as a percentage of global GDP continues to increase, we are innovating and investing across diverse and growing TAMs with common underlying technology stack and an operating model that reinforces a common strategy, culture, and sense of purpose."

Here are a few slides from each of their 3 segment's revenue growth (from the MSFT investor presentation).

Productivity & Business Processes

Intelligent Cloud

Personal Computing

Earnings Watchlist

Another big week ahead. Here's what I'm keeping my eye on for next week.

Tuesday

  • UPS - BMO

  • Advanced Micro Devices (AMD) - AMC

  • PayPal (PYPL) - AMC

  • Google (GOOGL) - AMC

  • Starbucks (SBUX) - AMC

Wednesday

  • Meta Platforms (Facebook) - AMC

  • Qualcomm (QCOM) - AMC

  • Lightspeed (LSPD) - AMC

Thursday

  • Amazon (AMZN) - AMC

  • Ford (F) - AMC

  • Snap (SNAP) - AMC

  • Pinterest (PINS) - AMC

  • Activision Blizzard (ATVI) - AMC

  • Unity (U) - AMC

Crypto Trends

Crypto has been body-slammed since the start of the year, but just recently started to rebound. Here are the top 10 most talked about crypto currencies as of today.

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