Vertical Research Advisory
Log inJoin Now
Newsletter

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
Share:
vra-default-img

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 ...

Continue reading your article and start your free 14-day trial with VRA.

Start Free Trial

Already have an account? Sign in.

Related Post

June 11, 2026
VRA Letter: Xtract One Tech Earnings

Good Thursday morning. I’m in meetings this morning but will be back with our Letter a bit later. We’ll also be on the Xtract One Tech (XTRAF) earnings call this morning and will report back. This looks to be the most important, and certainly the most impressive earnings report from X1 to date. Here’s an […]

June 10, 2026
VRA Letter: Excellent Internals on a Bad Day. May CPI Report; a Slight Beat. Capitulation Readings in Gold Miners. Own Physical Gold/Silver, Avoid Fiat.

Good Wednesday morning. Late in the trading day yesterday we learned that Trump was planning to take fresh military action against Iran, in what they continue to call “defensive actions”, while the ceasefire remains (somewhat) intact. This sent the markets reeling mid-day although a solid afternoon rally resulted in a positive close in the Dow […]

June 09, 2026
VRA Letter: Our Bullish Themes Remain Fully Intact. Trump; Juicing the Market. China’s Warren Buffett Buys Tesla. Galaxy Digital Jumps 21%. Oil/Rates/USD.

Good Tuesday morning. Yesterday’s trading looks to have confirmed that Friday's selloff was an anomaly in an otherwise strong bull market. Our Big 3 remain: the Trump Economic Miracle, Innovation Revolution and an absolute ocean of liquidity will continue to power this market higher into the 2030’s. Dips will remain buying opportunities. From the beginning […]

June 08, 2026
VRA Letter: Fridays Selloff; the Data Says It’s a Buying Opportunity. What We’re Watching and Ready to Act On.

Good Monday morning. Following Fridays sharp selloff in Nasdaq (-4.2%), over the weekend we saw a resumption of military action between Israel and Iran, which resulted in oil jumping 5% overnight to $95/b. However, those hostilities now look to be over, with oil trading back down to $91.50 as Trump encourages both sides back to […]

June 05, 2026
VRA Letter: May Payroll Data; Red Hot. Market Update. Your Questions: Falcon Buyout, SpaceX IPO, Bitcoin/TAO, VRA Portfolio.

Good Friday morning. The May jobs report is in and the results are strong with 172,000 jobs created vs estimates of just 88,000. The unemployment rate is unchanged at 4.3%. In addition, the last two months of payroll data have been revised higher by a total of 93,000 jobs. Two points here; the economic benefits of […]