So far … $META - surging revs (30%+ y/y) and strong tailwinds from AI driving op % and EPS $AAPL - blah earnings, overhang on CEO transition and AI strategy (non-existent) $MSFT - OAI exposure risk + OAI goes enterprise, lackluster growth in core $SNDK - powerful beat and raise, targets of $100+ EPS now achievable