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![whispertickers Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1937935302200373248.png) WhisperTick [@whispertickers](/creator/twitter/whispertickers) on x XXX followers
Created: 2025-07-27 17:16:00 UTC

Plenty of optimism ahead of Q2 earnings, but internals raise eyebrows.

$MSFT is banking on Azure’s XX% revenue jump, yet capital spend now runs at $14B per quarter. $META’s ad engine is strong, but AI spending trims operating margins below 40%. $AAPL reverses iPhone weakness with services up 14%, while supply chain wobble lingers. $AMZN’s AWS gains are steady, though e-commerce only just stabilises.

Fintech and payments? $PYPL and $SOFI slow, $COIN riding volatility, $V and $MA still growing, but credit card delinquencies now at 2.6%.



AI spend is trending up. Margins may not be. Still confident?


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949519152235823516/c:line.svg)

**Related Topics**
[msft](/topic/msft)
[amazon web services](/topic/amazon-web-services)
[$amzns](/topic/$amzns)
[iphone](/topic/iphone)
[coins ai](/topic/coins-ai)
[$metas](/topic/$metas)
[$14b](/topic/$14b)
[banking](/topic/banking)

[Post Link](https://x.com/whispertickers/status/1949519152235823516)