Red Sky Digital

Just watched one of the sharper post-earnings moves I’ve seen in a while. Cloudflare ($NET) reported strong Q1 results last night — revenue of $640M (+34% YoY) and EPS that beat expectations. But the market sold off hard on slightly softer Q2 guidance and the announcement of ~1,100 layoffs (over 20% of the company) as they accelerate their shift to an “agentic AI-first” model. The stock dropped roughly 24% in a single session. Here’s what I did: I sold off my entire position at an average of $238 in the 2 or 3 days running up to earnings, then repurchased most of the shares back at $196 during Friday's session. Short-term timing worked in my favor this time, but more importantly, **I didn’t lose an ounce of long-term conviction**. I simply felt the price heading into earnings looked too good to be true on this occasion. Cloudflare’s structural advantages in edge computing, security, and now AI infrastructure remain as compelling as ever. The layoffs aren’t a sign of weakness — they’re a deliberate acceleration toward higher efficiency and product velocity in an AI-driven world. I still believe NET is one of the best-positioned companies in the entire cloud and cybersecurity stack. Volatility is part of the game. The key is separating the noise from the signal. Curious to hear how others are thinking about Cloudflare post-earnings — are you buying the dip, staying on the sidelines, or trimming? #Cloudflare #NET #Earnings #Investing #AI #eToro

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**Datadog (DDOG) just delivered a monster earnings beat — and the stock exploded +31% yesterday.** 🚀 ### Quick Highlights (Q1 2026): - Revenue: **$1.006B** (+32% YoY) — first-ever billion-dollar quarter - Non-GAAP EPS: **$0.60** (beat by ~18%) - Massive guidance raise: Full-year revenue now $4.30–4.34B (well above expectations) The market loved the combination of strong execution + clear AI tailwinds in observability and infrastructure monitoring. Large enterprise customers ($100k+ ARR) grew 21%, margins stayed healthy, and management showed real confidence in the AI-driven demand surge. **Lesson learned (the hard way):** I sat on the sidelines and completely missed this move. Extremely disappointed I didn’t pull the trigger pre-earnings. This one stings. That said, I’ll be watching closely for a healthy pullback or re-test of key levels to potentially re-enter. Momentum like this doesn’t come around every day — when the setup aligns again, I’ll be ready. Congrats to those who caught it. What a move! #Datadog #DDOG #Earnings #TechStocks #AI #eToro

Palantir just posted a blowout Q1: revenue +85% YoY to $1.63B, U.S. commercial exploding +133%, GAAP net margin hitting 53%, and full-year guidance raised sharply. Rule of 40 score? A ridiculous 145%. Yet the stock is down ~2% after hours. Classic “sell the news” in a name trading at premium multiples — the market had priced in perfection, and even excellent results trigger profit-taking. The fundamentals (especially the AIP-driven U.S. commercial acceleration) remain exceptionally strong. Long-term believers see this as noise (and I won't be surprised to see a reversal tomorrow). Thoughts? #Palantir #PLTR #Earnings #AI #eToro

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With AMD reporting Q1 2026 earnings tomorrow after the close, the street is modeling ~$9.88B in revenue (+33% YoY) and ~$1.28–1.30 adjusted EPS (+33–35% YoY). The real focus will be on Data Center momentum — especially EPYC CPU share gains and early traction on the Instinct GPU ramp — plus any color on Q2 guidance and the MI450/Helios rollout. I’m still on the sidelines on this one right now. I like the AI tailwinds, but the valuation multiple feels stretched versus $NVDA and $MU right now. That said, I’m watching closely for any post-earnings weakness to start building a position. Curious what others are thinking — are you buyers on a dip, or do the current multiples already price in the growth? #AMD #Earnings #Semiconductors #AI #eToro

**Palantir Q1 2026 Earnings Preview – Reporting Monday after close** As a Palantir shareholder, I’m watching this one closely. Wall Street is expecting another strong print: • Revenue ~$1.54B (+74% YoY) • Adjusted EPS ~$0.28 (+115% YoY) Commercial momentum, especially U.S. commercial revenue (projected +94% YoY) and continued AIP adoption, will be the key focus. After a solid Q4 and raised full-year guidance, the bar is high — but the growth story remains compelling. This feels like a “prove-it” quarter for the bull case. Strong results and raised guidance could be a catalyst; anything softer may test investor patience given current valuations. What are your expectations for Monday’s print? Bullish, cautious, or somewhere in between? #Palantir #PLTR #Earnings #ArtificialIntelligence #Investing #eToro

After Thursday’s post-earnings drop, I made the decision to **increase my stake in Meta Platforms (META)**. Yes, the stock fell ~8.5% on raised 2026 AI capex guidance ($125–145B). But when I look past the headline reaction, the fundamentals are even stronger: - Revenue grew **+33%** YoY — impressive scale and momentum in the ad business. - Core advertising remains highly profitable with healthy pricing power and AI-driven improvements. - At ~$612, META now trades at a forward P/E of ~20–22x with a PEG around 1.0 — a reasonable valuation for a high-quality compounder with this growth profile. I’m totally comfortable with the higher AI investments. In my view, they position Meta to lead in open-source models, infrastructure efficiency, and next-gen advertising — areas that should deliver strong long-term returns. Short-term noise created a buying opportunity. Long-term, I’m even more bullish on the business. *Not financial advice* What are your thoughts on META here — buy the dip or wait for more clarity on returns from AI spend? #META #Investing #BigTech #AI #EarningsSeason #eToro

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Big Tech earnings are in — and all four majors crushed expectations again. Here’s a quick ranking of Q1/FY Q3 results (strongest to weakest): 1. **Alphabet (GOOGL)** — Standout performer. Explosive cloud growth (+63% YoY) and the biggest revenue beat of the group. 2. **Amazon (AMZN)** — Very strong. AWS re-accelerated and delivered impressive operating leverage. 3. **Microsoft (MSFT)** — Solid. Continued Azure & AI momentum, though slightly below peak expectations. 4. **Meta (META)** — Strong ad growth (+33%), but higher capex guidance and regulatory noise weighed on sentiment. Bottom line: AI and cloud tailwinds remain powerful across the board. The infrastructure buildout is clearly paying off. What a time to be in tech. #BigTech #Earnings #AI #CloudComputing #TechStocks #eToro

**Visa Crushed It** 🚀 Q2 beat: - EPS: **$3.31** (beat) - Revenue: **$11.2B** (+17% YoY) - Payments volume +9%, cross-border +12% Raised guidance + **$20B** buyback announced. Shares jumping in after-hours. Mastercard riding the wave in sympathy. Strong consumer spending + network power = elite business. Payments ecosystem looking solid. #Visa #Mastercard #Earnings

**Spotify ($SPOT) Earnings Today: Why the Stock Dropped** 📉 Q1 2026 report drops before open. Shares closed ~$496 yesterday, down 4% in a day and **33% off ATH**. **Why the pullback?** - Profit-taking & de-risking into earnings - Premium valuation + margin sustainability questions - CEO transition (Ek stepped back) **Key things to watch:** - Gross margin expansion - Price hike impact on ARPU - User growth & guidance Strong beat + solid outlook could spark a rebound. Weakness risks more pain. Thoughts? 👇 #SPOT #Spotify #Earnings #eToro

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After last week's big tech bounce: I initiated a new position in **Bank of America (BAC)** last Friday and plan to build on it further in the coming days. Tech has accelerated hard in recent weeks — with the Nasdaq and semiconductor names pushing fresh records on AI momentum. While I remain constructive on innovation and growth stocks long-term, this kind of concentrated run reminds me why diversification matters. That’s why I’m leaning into $BAC right now as a high-conviction hedge. Among the Big Four banks, BAC stands out as one of the most attractively valued: - Trading at roughly **1.23–1.35x** price-to-book - Forward P/E around **11.5–11.8x** - With analysts’ average price targets near $60–61 (implying ~15–17% upside from current levels around $52) In an environment of stabilizing rates, deposit normalization, and potential for steady loan growth, BAC’s strong consumer franchise and capital markets presence offer a compelling value anchor that moves to a different rhythm than high-multiple tech. Solid dividend yield and a fortress-like balance sheet only add to the margin of safety. This isn’t about trying to guess the top in tech — it’s about balance. When one part of the market runs hot, the undervalued, high-quality names in financials can provide ballast and attractive total-return potential. Curious to hear how others are thinking about portfolio hedges right now. Are you adding to financials, staying fully in growth, or doing something else? (Not investment advice — always do your own research.) #Banking #Investing #ValueStocks #PortfolioStrategy #eToro

Over the past few days I have been rebalancing my portfolio — Microsoft ($MSFT) is now my single largest position. I’ve been buying more shares aggressively around the $417 level the past few days. Why? Because the setup is too compelling to ignore. The stock is down ~15-20% YTD and now trades at a very reasonable ~22x forward earnings — despite 15%+ revenue growth, Azure re-accelerating into the high-30s, and Copilot already sitting on 15 million paid seats with massive runway left in the 500-million-seat Microsoft 365 base. AI isn’t hype anymore. It’s turning into high-margin, recurring revenue layered on top of the strongest enterprise moat on the planet. Earnings on April 29 should be the spark. Wall Street’s average price target sits near $575 (35%+ upside), with some bulls calling for $675–730. I’m positioned for exactly that move. This isn’t blind optimism or a gamble — it’s conviction after watching the fundamentals compound and the landscape evolve. *Not financial advice* Who else is adding to MSFT here? Drop your thoughts below. #Microsoft #MSFT #Investing #eToro

🚨 $NOW just crashed **15%+** in a day after earnings — worst drop ever. Beat revenue, raised guidance, AI accelerating… but market hated the margin noise from Armis acquisition + some delayed deals. Why I’m holding/buying the dip: ✅ 85%+ Fortune 500 on the platform ✅ 630+ customers >$5M ACV (+22% YoY) ✅ Now Assist AI: >$1M customers +130% ✅ 2026 AI target raised to $1.5B ✅ Building the enterprise “AI Control Tower” Margins recover 2027. Analyst Day May 4. Clients sticky as hell. This was a sentiment tantrum, not a fundamental break. Personally I remain long on $NOW. Bullish or scared? 👇 #ServiceNow #NOW #AI #Stocks #eToro

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**GE Aerospace Q1 2026 Earnings Preview – Tuesday, April 21 (Before Market Open)** Wall Street consensus expectations: - **Adjusted EPS**: ~$1.63 (up ~9.4% YoY) - **Revenue**: ~$10.61 billion (up ~17.9% YoY) Recent revisions to Q1 EPS have been modestly positive (+1.1% over the last 30 days). **Key focus areas on the call:** - Strength in high-margin aftermarket services, especially LEAP engine shop visits and utilization - Progress on Commercial Engines & Services (expected ~$8.11B, +16.3% YoY) and Defense & Propulsion Technologies (~$2.93B, +26% YoY) - Updates on the LEAP production ramp, supply chain, and backlog execution ($190B record backlog) - Any early read on full-year 2026 guidance (low double-digit revenue growth, adjusted EPS $7.10–$7.40) Amid ongoing geopolitical tensions with Iran, any escalation could even provide a positive tailwind for GE’s defense segment through higher military spending and demand, while prolonged conflict risks pressuring commercial aviation via disrupted Middle East routes and higher fuel costs. With robust aerospace demand and a strong services tailwind, this will be an important check-in on execution momentum. Earnings call: 7:30 a.m. ET. Investors in $GE stay tuned. #GE #GEAerospace #Earnings #Aerospace #Investing #Geopolitics #eToro

**UNH Q1 2026 Earnings Preview – Tuesday, April 21 (Before Market Open)** Wall Street consensus for UnitedHealth Group’s first quarter: - **Adjusted EPS**: ~$6.50 – $6.65 (down ~8-10% YoY) - **Revenue**: ~$109.5 billion (roughly flat YoY) Recent 30-day revisions to EPS estimates have been modestly positive (+4.6%). **Key focus areas for the call:** - Medical loss ratio and trends in medical costs - Medicare Advantage margin progress (especially after the recent positive 2027 CMS rate update) - Performance split between UnitedHealthcare and the higher-margin Optum businesses - Any early commentary on full-year 2026 trajectory (company guided >$17.75 EPS and >$439B revenue) After a challenging period for the stock, investors will be watching for signs of stabilizing margins and Optum strength. Earnings call: 8:00 a.m. ET. What are your expectations for UNH this week? Bullish on the long-term recovery story? $UNH has begun a healthy recovery in recent weeks but given the flip flopping in the Middle East over the weekend we might see a general market selloff early next week that could overshadow gains. #UNH #Earnings #Healthcare #Investing #eToro