
💰💰Couple hot-ticket earnings coming out after the bell today. Ads and autos. One spends on AI. One spends on robots. - $META - revenue about $64.7B, EPS about $6. The question is whether the ad machine still pays for the AI bill. A beat on sales with a warning on spend is the classic Meta two-step. - $TSLA - revenue about $28.4B, EPS about $0.43. Deliveries already landed: 486,532, above the analyst guess, still down from last year’s record. Energy storage was the soft spot. The car count is known. The margin is the mystery. Both after the close. Follow the reaction, not the estimate. A beat is not a new trend. Which one actually earns its keep? #EarningsCalendar