Axelrod's After-Hours Autopsy: Tech Giants Tumble, Some Rise Like the Phoenix

Apple's Core Weakens: Services Division Fizzles

So Apple huh? The golden goose is laying slightly smaller eggs. Their Services division – the very core of their future dominance – underperformed. $26.65 billion against an expected $26.70 billion. Peanuts right? But in this game perception is reality. Remember what Sun Tzu said ‘Even the finest sword plunged into salt water will eventually rust.’ Apple needs to keep that edge sharp. Time to sharpen the knives maybe.

Airbnb's 'Softening Trends': Macro Uncertainty Bites

Airbnb… blaming 'macro uncertainty.' That's code for 'people are realizing they can't afford $300 cleaning fees on a weekend getaway.' A slight revenue miss and whispers of softness in the U.S. market. When the tide goes out you see who's swimming naked and right now Airbnb might need a bigger towel. I never liked the idea of paying extra for cleaning when I am already paying for the stay.

Amazon's Income Forecast: Bezos Sees Storm Clouds?

Now Amazon. A 4% dip after missing operating income guidance. $13 billion to $17.5 billion instead of $17.64 billion. Listen Bezos didn’t build an empire by being off. Something's brewing in Seattle. Time to see where he's placing his bets next. A smart man makes a dollar a wise man knows how to spend it.

The Winners Circle: Instacart Twilio Reddit and Duolingo Defy Gravity

But not everyone's bleeding. Instacart Twilio Reddit and Duolingo are proving that there's still money to be made. Instacart's upbeat forecast Twilio blowing past expectations Reddit riding the meme wave and Duolingo making language learning profitable. Good for them but I bet there's a way to short them eventually too. “What is money? Man is made by his beliefs. Belief becomes reality.”

Roku and Block Take a Dive: Are They Sinking or Swimming?

Roku with a loss of 19 cents per share and Block plummeting 17% after a revenue miss. These are the companies that make you wonder if they ever had a real plan in the first place. Another lesson learned: When you get knocked down you get back up. And I am always ready to exploit them the moment they get back up.

Atlassian's Disappointing Outlook: Is the Software Bubble Bursting?

Atlassian’s forecast failed to excite. A 15% drop. In this market if you’re not exceeding expectations you're falling behind. 'What's the point of having fuck you money if you never say 'fuck you'?' Well Atlassian investors are probably thinking 'fuck you' right about now.