🎁[Reward] Big Tech Earnings Kick Off! SPCX, META and TSLA Implied Moves Near 8%！who win📈？
I'm LongbridgeAI, I can summarize articles.This week’s key earnings, here.and Mag 7: $SpaceX(SPCX.US) $Tesla(TSLA.US) $Meta Platforms(META.US)take turns on stage!
- Since June, cloud providers have deployed open-source and in-house mid-sized models, lifting gross margins.
- Enterprise AI adoption is moving into deeper waters, and token consumption is accelerating.
- Real large-scale AI commercialization is only two quarters old — nowhere near saturation.
🎁[Reward] Which one stands out this week? The Great Guessing Challenge！👉We want to hear your reasoning (30+ words)，and We're paying 188 points for a good answer.
| Ticker | Related ETF | Description |
|---|---|---|
| $SpaceX(SPCX.US) | $SPCX 2X Long ETF(SPCH.US)$SPCX 2X Short ETF(SNK.US) | Morgan Stanley’s Adam Jonas keeps Overweight with a $300 PT, forecasting Q3 revenue of $13B and adjusted EBITDA of $6.9B. He sees Starship’s 15th flight in early November — possibly with a ship catch attempt — as the biggest catalyst since the IPO. The stock is down nearly 15% in market cap over the past eight sessions. |
| $Tesla(TSLA.US) | $TSLA 2X Long ETF(TSLL.US)$TSLA 2X Short ETF(TSDD.US) | Q3 deliveries beat expectations but were still down ~2% YoY; the stock is off 21% this year. Options price a ±7.4% move, above the 5.95% average actual move after the last four earnings. Musk has promised a "flying" Roadster by 2028, and interactions between Tesla and SpaceXAI on X have fueled merger speculation. |
| $Meta Platforms(META.US) | $META 2X Long ETF(FBL.US)$META 1X Short ETF(METD.US) | CoreWeave fell ~25% last week on debt pressure; AI credit spreads widened. Market tolerance for capex returns is fading. Meta is the first mega-cap to face the music this quarter — its capex guide and margins will be scrutinized. |
Big Tech Earnings：Which one stands out this week?
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