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VRA Letter: The Roaring 2020’s Powers Ahead. Amazon & Meta Destroy Earnings. Hot January Jobs Data. Latest From Rich Ross.

Good Friday morning. For those wondering exactly what ‘The Roaring 2020’s” might look like, day to day, look no further than the events of the last 18 hours. First, Amazon and Meta absolutely destroyed analyst Q4 earnings es ...

Posted On February 02, 20244 MIN Read
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Good Friday morning. For those wondering exactly what ‘The Roaring 2020’s” might look like, day to day, look no further than the events of the last 18 hours.

First, Amazon and Meta absolutely destroyed analyst Q4 earnings estimates, with AMZN jumping 7% after-hours and Meta soaring an astounding 16%. When co’s with market caps of $1.7 trillion (Amazon) and $1.1 trillion (Meta) see their market caps grow by $130 billion to $170 billion in mere minutes, you might be in the Roaring 2020’s. 

Apple disappointed (slightly), sending AAPL down 3.5% on the news but the future with Apple looks bright as they prepare to launch iPhone 16, their first phone with generative AI, and with what will likely result in the next major upgrade cycle for the iPhone. Overall, Q4 earnings season has been solid. With 175 S&P 500 co’s reporting, 77% have beat on EPS with 69% beating on revenues.

Second, this mornings jobs report came in hot, with 353,000 jobs created in January vs estimates of just ...

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