The illusion of invincibility is cracking. $PLTR is riding pure hype at 80x sales, while $BABA sits at 10x FCF, suffocating under fear-driven valuation. Which one is the real opportunity? The tides are turning. Big Tech had its moment in 2024, but 2025 isn’t shaping up the same way. Money is rotating, and Amazon is flashing a strong sell signal. AWS might be the only thing keeping it afloat, but the rest? Bleeding cash. Meanwhile, Bank of America’s Sell-Side Indicator is close to flashing red—last time that happened? December 2021, right before markets tumbled. The fundamentals are shifting, and if you’re not paying attention, you’re about to get left behind.
This $TLT call was right on track so far. Looking for a test at 92, then things get really interesting. pic.twitter.com/X6ZdgVKRpv
— Fibonacci Investing⚡️ (@FibonacciInves1) February 5, 2025
I don’t have words anymore… pic.twitter.com/ADBVbSJPAw
— Dividend Dude (@DividendDude_X) February 6, 2025
Bowman suggesting modifications on leverage ratios and GSIB surcharges so banks can hold more Treasuries. She is the front runner for Vice Chair of Supervision. pic.twitter.com/Bcwxio8fp4
— Joseph Wang (@FedGuy12) February 5, 2025
$AMZN flashing a strong sell signal. We remain bearish on Big Tech—money is rotating elsewhere. 2024 was their party, but 2025? Different story. 4 to 5% slide is awaiting for Amazon. But their cloud AWS is one of the finest. But that is only profitable business they have, every… https://t.co/wpN91FDndU pic.twitter.com/swKRhY73GT
— optionGeek (@StockShark16) February 6, 2025
$PLTR is trading at 80x sales.$BABA is trading at 10x FCF.
One of these valuations is driven by pure hype. The other is driven by fear.
Which one would you bet on long-term?
— Brian Coughlin (@EquityBrian) February 5, 2025
Bulls, would you rather have
Artificial Intelligence or
Real intelligence?
Because we know which one you bought. pic.twitter.com/9OXNkggh12
— Mac10 (@SuburbanDrone) February 5, 2025
Dementia or amnesia?
Wednesday was the high of the week. pic.twitter.com/myvqwkCByA
— Mac10 (@SuburbanDrone) February 5, 2025
Let me be the first and last to say that time is running out on this circus. pic.twitter.com/aYW1MduwXn
— Mac10 (@SuburbanDrone) February 5, 2025
The following are key companies reporting earnings today after market close. Compile the list with Buy/Sell signals and target prices for premium members under the Quant page. Let’s make some money out of AI signals!$AMZN, $PINS $AFRM $FTNT $NET $ELF $MCHP
— optionGeek (@StockShark16) February 6, 2025