Rob’s Fundamental Stock Analysis

Rob’s Fundamental Stock Analysis

Share this post

Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
The Tuesday Tell

The Tuesday Tell

Followed by the Wednesday Word Salad

Rob's Educated Guesses's avatar
Rob's Educated Guesses
Jan 27, 2024
∙ Paid

Share this post

Rob’s Fundamental Stock Analysis
Rob’s Fundamental Stock Analysis
The Tuesday Tell
Share

Yep, this week is likely the most important of 2024 in the markets. We get reality checks in technology earnings and the Fed setting a true footing for the market on their rate cutting intentions. For technology earnings, Tuesday features over $5 trillion of market cap reports from Microsoft, Google and AMD. On the one hand, the numbers are the numbers for these companies, but the word salad can be quite tasty and served chilled. After all, listen to Intel’s CEO Pat “robot” Gelsinger’s ten minute introduction and you would think they are doing great, in fact killing it despite the massive revenue and EPS cuts spelled out between the word salad and the entree warm mutton! Perhaps we should start with expectations for Tuesday and the results from the prior quarter earnings and stock reactions?

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Fein Luxe LLC
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share