Replying to @popzy:Hi, thanks

Replying to @popzy:Hi, thanks for reading my post and sharing your views. I feel the same too as the 'severity' of MSFT shortcomings is less severe and less teething than META.

Will you consider "Follow me" and get first hand read of my daily new post/s ? Thanks.//@popzy:MSFT might bounce back quicker than META, mate! [看涨]

@JC888：META & MSFT - Buy Weakest Links Mag 7 ?

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[看涨]</body></html>","htmlText":"<html><head></head><body>Replying to <a href=\"https://ttm.financial/U/9000000000000593\">@popzy</a>:Hi, thanks for reading my post and sharing your views.&nbsp; I feel the same too as the 'severity' of MSFT shortcomings is less severe and less teething than META.\n \n \nWill you consider \"Follow me\" and get first hand read of my daily new post/s ?&nbsp; Thanks.//<a href=\"https://ttm.financial/U/9000000000000593\">@popzy</a>:MSFT might bounce back quicker than META, mate! [看涨]</body></html>","text":"Replying to @popzy:Hi, thanks for reading my post and sharing your views. I feel the same too as the 'severity' of MSFT shortcomings is less severe and less teething than META. Will you consider \"Follow me\" and get first hand read of my daily new post/s ? Thanks.//@popzy:MSFT might bounce back quicker than META, mate! [看涨]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/544694250353200","repostId":544804295205984,"repostType":1,"repost":{"magic":2,"id":544804295205984,"tweetId":"544804295205984","gmtCreate":1773975850034,"gmtModify":1773976081349,"author":{"id":3570103090255456,"idStr":"3570103090255456","authorId":3570103090255456,"authorIdStr":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.08.31","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.03.21","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":9865,"starInvestorFlag":false},"themes":[{"themeId":"470d3ab575ca43caaed8156645b7ccbe","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"💰Stocks to watch today?(20 Mar）","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":470d3ab575ca43caaed8156645b7ccbe}&rnconfig={\"headerBarHidden\": true}","description":"1. 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(see below)\n<img src=\"https://community-static.tradeup.com/news/90c58d38493e5c123a349474c1f82218\" tg-width=\"1002\" tg-height=\"707\">\nBelow is Magnificent 7’s past 6 months performances:\n<ul>\n <li>\n <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> : -9.34%</li>\n <li>\n <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> : +1.81%.</li>\n <li>\n <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> : +20.0%.</li>\n <li>\n Meta Platform(META) : -20.90%.**</li>\n <li>\n Microsoft(MSFT) : -24.35%.**</li>\n <li>\n Nvidia(NVDA) : +2.11%.</li>\n <li>\n Tesla Inc(TSLA) : -7.81%.</li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/5c33365f01cf17d87a187aa4105a4633\" tg-width=\"691\" tg-height=\"192\">\n<h2>META &amp; MSFT - Deep Dive.</h2>\nBoth <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> peaked in late October 2025 before embarking on synchronized downtrends through 18 Mar 2026, culminating in net 6-month declines (see below)\n<h2>META.</h2>\nBarely 6 months ago, META was the darling of the \"Efficiency 2.0\" era.\nIt climbed steadily, fueled by robust ad revenue and successful rollout of Llama 4.\nHowever, the trajectory shifted from aggressive growth to defensive consolidation following a pivotal earnings event.\n<ul>\n <li>\n On 29 Oct 2025, META reached an intra-day all-time high of approx. $603.50, hours before its Q3 2025 earnings release.</li>\n <li>\n As usual, Wall Street has anticipated a \"triple” beat - revenue, EPS, and user growth.</li>\n <li>\n META did not disappoint, reporting a +26% gain in revenue to $51.2 billion.</li>\n <li>\n It was however, overshadowed by a massive $15.9 billion one-time tax charge related to the \"One Big Beautiful Bill\" act.</li>\n <li>\n On hindsight, Zuckerberg should have followed its peers and pay in instalments instead ?</li>\n <li>\n More critically, Zuckerberg announced that 2026 capital expenditures (Capex) would be \"significantly higher\" than 2025’s already massive $70 billion –$72 billion range.</li>\n <li>\n Investors, wary of a repeated \"Metaverse 2.0\" spending pattern, began steady sell-off.\n </li>\n</ul>\nAI Infrastructure Trap.\nMETA's primary 2026 headwind is still the \"Capex” cliff, where it has budgeted a staggering $115 billion – $135 billion to spend in 2026 on its AI data centres.\nThis is a whooping 64% - 88%.increase, running into the billion; not millions.\nGiven the current situation in the Gulf area, this is not sitting well with investors.\nProduct Delay:\n<ul>\n <li>\n Exacerbating the situation is META’s next-gen AI model, \"Avocado\".</li>\n <li>\n Originally slated for a March 2026 release, it has been pushed to May 2026, leaving a vacuum in their AI narrative.</li>\n <li>\n According to internal reports, the launch delay was due to Avocado’s weak performance, lagging behind Google's Gemini 3.0.\n </li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/0e0e2f2b97ae22315e97612197c4a553\" tg-width=\"1128\" tg-height=\"382\">\n\"Privacy-Gate\" Crisis.\n<ul>\n <li>\n On March 4, 2026, a class-action lawsuit was filed in San Francisco (Bartone vs Meta).</li>\n <li>\n The suit claims Meta marketed the glasses as \"designed for privacy, controlled by you\" while secretly allowing contracted workers to review customers’ footages, to train its AI models.</li>\n <li>\n This included nudity and financial data.</li>\n</ul>\nRegulatory Scrutiny:\n<ul>\n <li>\n On 05 Mar 2026,, UK's Information Commissioner's Office (ICO) opened an investigation on threatening significant General Data Protection Regulation (GDPR)-level fines.</li>\n <li>\n On March 17, US Senators demanded transparency regarding META's plans to integrate facial recognition into its wearables.</li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/93b0feca870d11000589e4bae7ddb644\" tg-width=\"865\" tg-height=\"588\">\n<h2>MSFT.</h2>\nIn similar fashion, MSFT entered late 2025 as the world’s largest company by market cap.\nIts movement was characterized by a \"staircase climb\" as it integrated AI Copilots across its entire software stack.\nHowever, all too soon it finds itself began to trend downwards:\n<ul>\n <li>\n On 30 Oct 2026, MSFT peaked at $555.45 /share, following its Q1 2026 earnings report.</li>\n <li>\n Quarterly earnings was a \"blowout\", with revenue topping $78 billion (up +18%) and a +24% jump in EPS.</li>\n <li>\n During the earnings call, CFO Amy Hood warned of a \"capacity crunch\".</li>\n <li>\n Despite spending $37.5 billion in a single quarter on Capex, MSFT could not meet the surging demand for AI compute.</li>\n <li>\n This signaled (to market) that revenue growth would be capped by physical infrastructure limits, not software demand.</li>\n <li>\n By early 2026, the \"AI premium\" began to evaporate.</li>\n <li>\n On 28 Jan 2026, MSFT’s Q2 2026 earnings showed cloud Azure growth was slowing to 28%, missing expectations of +30%.</li>\n</ul>\nGrowth Ceiling.\nMSFT is suffering from its own success, facing a \"prove-it\" moment as the market tires of high valuations.\n<img src=\"https://community-static.tradeup.com/news/6ec9ea673a7d506805303da767cb96a4\" tg-width=\"767\" tg-height=\"203\">\nAzure Deceleration:\n<ul>\n <li>\n While revenue has reached $80.3 bIllion in January 2026, Azure's growth has hit a \"capacity crunch\".</li>\n <li>\n MSFT is unable to build data centers fast enough to meet demand, leading to a projected 7%–18% cut in free-cash-flow estimates for 2026–2027.\n </li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/e3b4dbdda138ba46267339d890aa46ae\" tg-width=\"469\" tg-height=\"92\">\nOpenAI Exposure:\n<ul>\n <li>\n At the same time, the ongoing Musk vs OpenAI lawsuit seeks up to $109 billion in damages. (see above)</li>\n <li>\n As a 27% stakeholder in OpenAI's for-profit arm, MSFT faces a potential multi-billion dollar liability.</li>\n</ul>\n<h2>Summary.</h2>\nMETA and MSFT decline, post October 2025 peaks, happened due to identical investors’ fears over their huge AI capex increases, where both companies led the hyperscaler spending hikes.\nDeclines accelerated further with sharp gap-downs after their disappointing January 2026 earnings reports, and then again from geopolitical tensions in March 2026.\n<img src=\"https://community-static.tradeup.com/news/5dca8514c936268894d8e257993a51bc\" tg-width=\"1196\" tg-height=\"446\">\n<h2>Where Are They Heading ?</h2>\nWhen deciding if it is a good time to buy either stock, looking at their technical indicators, usually provides the best clues.\nBelow are their technical indicators summary, over a 12 month period.\n<img src=\"https://community-static.tradeup.com/news/9844320f071ab8e790a5725797b1872f\" tg-width=\"1427\" tg-height=\"1389\">\n<h2>Simple Moving Averages.</h2>\nMETA.\n<ul>\n <li>\n Based on its 18 Mar 2026 closing price ($615.68), META is below its (a) 20-day SMA ($645.96), (b) 50-day SMA ($653.05) and (c) 200-day SMA ($691.46).</li>\n <li>\n It is in a confirmed long-term downtrend, trading 11% below its 200-day SMA.</li>\n <li>\n \"Death Cross\" formation on 10 Dec 2025, suggests the path of least resistance remains lower.</li>\n</ul>\nMSFT.\n<ul>\n <li>\n Based on its 18 Mar 2026 closing price ($391.79), MSFT is also below its (a) 20-day SMA ($400.40), (b) 50-day SMA ($426.22) and (c) 200-day SMA ($482.67).</li>\n <li>\n It indicates a strong, established downtrend across short, medium, and long-term horizons, coupled with weak investor confidence.</li>\n</ul>\n<h2>MACD.</h2>\nMETA.\n<ul>\n <li>\n The MACD line (-7.52) is well below the Signal line (-4.22) and both are below the Zero line.</li>\n <li>\n This indicates downward selling momentum is still accelerating.</li>\n <li>\n Its divergence of -3.30 reinforces META’s downward selling pressure that is accelerating, pulling sharply away from its long-term average with no technical sign of a price floor yet.</li>\n</ul>\nMSFT.\n<ul>\n <li>\n The MACD line (-5.86) is above the Signal line (-7.58) and both are below the Zero line.</li>\n <li>\n This indicates long-term trend remains bearish.</li>\n <li>\n However, its diverge of +1.72 indicates a bullish momentum building underneath the surface.</li>\n</ul>\n<h2>RSI.</h2>\n<ul>\n <li>\n Both META and MSFT have similar RSI reading of 40.46 and 42.36, respectively.</li>\n <li>\n It is a neutral-to-bearish territory with moderate selling pressure, further confirming that both stocks are still in a downward trend or a consolidation phase.\n </li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/13a1cf10de6b9cc297f1047898001f17\" tg-width=\"1639\" tg-height=\"261\">\n<h2>My Viewpoints: (mine only).</h2>\nAfter all that has been said and done, is now the ‘right’ time to buy either META or MSFT or both?\nPersonally, I would rather err on the side of caution (at least) for H1 2026, adopting a defensive stance.\nThis is because:\n<ul>\n <li>\n For META, the \"Privacy-Gate\" lawsuit on its smart glasses is a systemic risk. Until there is clarity on the San Francisco lawsuit, taking a position now is akin to \"catching a falling knife\".</li>\n <li>\n For MSFT, although it remains fundamentally strong, the technical ceiling at the 50-day SMA ($426.22) makes it a poor short-term play.</li>\n</ul>\nLooking ahead to H2 2026, the Magnificent 7 and most US stocks will likely continue to fall or stay sideway until (a) the Middle East conflict is resolved and (b) the Fed signals that US inflation is no longer a threat.\nShould we be cautiously optimistic about (a) the drafting of the Canadian \"Document of Principles\" and (b) the Bahrain-led UN Resolution (supported by 130 nations) that collectively establishes a credible diplomatic \"off-ramp\" that provides genuine hope for a regional ceasefire before the end of H1 2026.\n<blockquote>\n Should either initiative gain traction, that would be the time to re-enter US market with a bang. Agree ?\n</blockquote>\n<img src=\"https://community-static.tradeup.com/news/5a147a1458dcd44f61abfc349d324c23\" tg-width=\"1238\" tg-height=\"266\">\n<blockquote>\n Remember to check out my other posts. (See below). Help to Repost ok, Thanks.\n</blockquote>\n<blockquote>\n Must Read:&nbsp;Click on below titles to access.&nbsp;Repost&nbsp;to share,&nbsp;Like&nbsp;as encouragement&nbsp;ok. Thanks.\n</blockquote>\n<ul>\n <li>\n <a href=\"https://ttm.financial/post/544207680795104\" target=\"_blank\">INTC: Is The Comback Kid Backed ?</a></li>\n <li>\n <a href=\"https://ttm.financial/post/543846786528576\" target=\"_blank\">BABA the 100% AI titan, not MU &amp; PLTR !</a></li>\n <li>\n <a href=\"https://ttm.financial/post/543491352273880\" target=\"_blank\">In Volatile US market, sell XLE &amp; buy XLU ?</a>\n </li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/9fe552fde153c4b6bd083e629453c1c5\" tg-width=\"1096\" tg-height=\"312\">\n<ul>\n <li>\n Do you think&nbsp;META is suffering an ala- Metaverse attack with its smart glasses?</li>\n <li>\n Do you think MSFT will come out of the downturn faster than META?\n </li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/8b0c6d30914eb21f4d2e5da26a4ee791\" tg-width=\"963\" tg-height=\"88\">\nIf you find this post interesting, give it wings! ️&nbsp;Repost&nbsp;and share the insights ?\nDo consider&nbsp;“Follow me”&nbsp;and get firsthand read of my daily new post. Thank you.\n<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>\n<a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM</a>\n<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a>\n<a href=\"https://ttm.financial/U/4106547232749330\">@Tiger_SG</a>\n<a href=\"https://ttm.financial/U/3527667667103859\">@TigerEvents</a></body></html>","htmlText":"<html><head></head><body><img src=\"https://community-static.tradeup.com/news/a67c2f5c92982a91852d09a98c520915\" tg-width=\"677\" tg-height=\"392\">\nThe collective movement of Magnificent 7 in early 2026 suggests a transition from a cohesive \"AI hype\" rally to a period of strategic divergence and sector-wide consolidation.\nThe last 2 years have been defined by a \"rising tide lifts all boats\" mentality.\nHowever, Q1 2026 has introduced a harsher reality with investors demanding immediate returns from these tech titans, based on their massive AI capital expenditures (Capex).\nIn light of the shifting dynamics, it is time to selectively, re-examine these tech giants to get a better grasp of where they could be heading by H1 2026.\nThis comes about as fears that US economy may heading back to “inflation-ville”, as Middle East tensions push the cost of doing business to extreme levels, with almost daily rising oil prices.\n<img src=\"https://community-static.tradeup.com/news/a010e7dff6c6a5f3c9a96b90639847a9\" tg-width=\"966\" tg-height=\"267\">\n<h2>US Central Bank’s Thoughts.</h2>\nFollowing the 18 Mar2026 FOMC meeting, Fed Chair Jerome Powell has once again, adopted a \"hawkish hold\" stance.\nWhile the Fed kept rates status quo, in the 3.50% – 3.75% range, the tone has shifted due to ongoing US military presence in the Middle East.\nMacroeconomic Stance:\n<ul>\n <li>\n Powell highlighted that while consumer spending remains resilient, inflation (Core PCE at 3.1%) is being propped up by high oil prices.</li>\n <li>\n It is true that crude oil has surged roughly +50% following the 28 Feb 2026 strikes in Iran, creating a \"stagflationary\" shadow over H1 2026.</li>\n</ul>\nGeopolitical Impact:\n<ul>\n <li>\n The US buildup, including the deployment of the USS Tripoli to the Persian Gulf, has shifted market sentiment toward \"risk-off.\"</li>\n <li>\n Tech stocks, typically sensitive to energy costs and supply chain stability, are facing headwinds as the invasion nears its one-month mark.\n </li>\n</ul>\n<h2>Magnificent 7 - Past 6 months in brief.</h2>\nVery quickly, over the past 6 months, GOOG has outperformed the other Magnificent 7 stocks with a 21.39% gain.\nWhile META and MSFT struggled the most, with both seeing their values drop by more than 20%. (see below)\n<img src=\"https://community-static.tradeup.com/news/90c58d38493e5c123a349474c1f82218\" tg-width=\"1002\" tg-height=\"707\">\nBelow is Magnificent 7’s past 6 months performances:\n<ul>\n <li>\n <a href=\"https://ttm.financial/S/AMZN\">$Amazon.com(AMZN)$</a> : -9.34%</li>\n <li>\n <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> : +1.81%.</li>\n <li>\n <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> : +20.0%.</li>\n <li>\n Meta Platform(META) : -20.90%.**</li>\n <li>\n Microsoft(MSFT) : -24.35%.**</li>\n <li>\n Nvidia(NVDA) : +2.11%.</li>\n <li>\n Tesla Inc(TSLA) : -7.81%.</li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/5c33365f01cf17d87a187aa4105a4633\" tg-width=\"691\" tg-height=\"192\">\n<h2>META &amp; MSFT - Deep Dive.</h2>\nBoth <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> and <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> peaked in late October 2025 before embarking on synchronized downtrends through 18 Mar 2026, culminating in net 6-month declines (see below)\n<h2>META.</h2>\nBarely 6 months ago, META was the darling of the \"Efficiency 2.0\" era.\nIt climbed steadily, fueled by robust ad revenue and successful rollout of Llama 4.\nHowever, the trajectory shifted from aggressive growth to defensive consolidation following a pivotal earnings event.\n<ul>\n <li>\n On 29 Oct 2025, META reached an intra-day all-time high of approx. $603.50, hours before its Q3 2025 earnings release.</li>\n <li>\n As usual, Wall Street has anticipated a \"triple” beat - revenue, EPS, and user growth.</li>\n <li>\n META did not disappoint, reporting a +26% gain in revenue to $51.2 billion.</li>\n <li>\n It was however, overshadowed by a massive $15.9 billion one-time tax charge related to the \"One Big Beautiful Bill\" act.</li>\n <li>\n On hindsight, Zuckerberg should have followed its peers and pay in instalments instead ?</li>\n <li>\n More critically, Zuckerberg announced that 2026 capital expenditures (Capex) would be \"significantly higher\" than 2025’s already massive $70 billion –$72 billion range.</li>\n <li>\n Investors, wary of a repeated \"Metaverse 2.0\" spending pattern, began steady sell-off.\n </li>\n</ul>\nAI Infrastructure Trap.\nMETA's primary 2026 headwind is still the \"Capex” cliff, where it has budgeted a staggering $115 billion – $135 billion to spend in 2026 on its AI data centres.\nThis is a whooping 64% - 88%.increase, running into the billion; not millions.\nGiven the current situation in the Gulf area, this is not sitting well with investors.\nProduct Delay:\n<ul>\n <li>\n Exacerbating the situation is META’s next-gen AI model, \"Avocado\".</li>\n <li>\n Originally slated for a March 2026 release, it has been pushed to May 2026, leaving a vacuum in their AI narrative.</li>\n <li>\n According to internal reports, the launch delay was due to Avocado’s weak performance, lagging behind Google's Gemini 3.0.\n </li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/0e0e2f2b97ae22315e97612197c4a553\" tg-width=\"1128\" tg-height=\"382\">\n\"Privacy-Gate\" Crisis.\n<ul>\n <li>\n On March 4, 2026, a class-action lawsuit was filed in San Francisco (Bartone vs Meta).</li>\n <li>\n The suit claims Meta marketed the glasses as \"designed for privacy, controlled by you\" while secretly allowing contracted workers to review customers’ footages, to train its AI models.</li>\n <li>\n This included nudity and financial data.</li>\n</ul>\nRegulatory Scrutiny:\n<ul>\n <li>\n On 05 Mar 2026,, UK's Information Commissioner's Office (ICO) opened an investigation on threatening significant General Data Protection Regulation (GDPR)-level fines.</li>\n <li>\n On March 17, US Senators demanded transparency regarding META's plans to integrate facial recognition into its wearables.</li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/93b0feca870d11000589e4bae7ddb644\" tg-width=\"865\" tg-height=\"588\">\n<h2>MSFT.</h2>\nIn similar fashion, MSFT entered late 2025 as the world’s largest company by market cap.\nIts movement was characterized by a \"staircase climb\" as it integrated AI Copilots across its entire software stack.\nHowever, all too soon it finds itself began to trend downwards:\n<ul>\n <li>\n On 30 Oct 2026, MSFT peaked at $555.45 /share, following its Q1 2026 earnings report.</li>\n <li>\n Quarterly earnings was a \"blowout\", with revenue topping $78 billion (up +18%) and a +24% jump in EPS.</li>\n <li>\n During the earnings call, CFO Amy Hood warned of a \"capacity crunch\".</li>\n <li>\n Despite spending $37.5 billion in a single quarter on Capex, MSFT could not meet the surging demand for AI compute.</li>\n <li>\n This signaled (to market) that revenue growth would be capped by physical infrastructure limits, not software demand.</li>\n <li>\n By early 2026, the \"AI premium\" began to evaporate.</li>\n <li>\n On 28 Jan 2026, MSFT’s Q2 2026 earnings showed cloud Azure growth was slowing to 28%, missing expectations of +30%.</li>\n</ul>\nGrowth Ceiling.\nMSFT is suffering from its own success, facing a \"prove-it\" moment as the market tires of high valuations.\n<img src=\"https://community-static.tradeup.com/news/6ec9ea673a7d506805303da767cb96a4\" tg-width=\"767\" tg-height=\"203\">\nAzure Deceleration:\n<ul>\n <li>\n While revenue has reached $80.3 bIllion in January 2026, Azure's growth has hit a \"capacity crunch\".</li>\n <li>\n MSFT is unable to build data centers fast enough to meet demand, leading to a projected 7%–18% cut in free-cash-flow estimates for 2026–2027.\n </li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/e3b4dbdda138ba46267339d890aa46ae\" tg-width=\"469\" tg-height=\"92\">\nOpenAI Exposure:\n<ul>\n <li>\n At the same time, the ongoing Musk vs OpenAI lawsuit seeks up to $109 billion in damages. (see above)</li>\n <li>\n As a 27% stakeholder in OpenAI's for-profit arm, MSFT faces a potential multi-billion dollar liability.</li>\n</ul>\n<h2>Summary.</h2>\nMETA and MSFT decline, post October 2025 peaks, happened due to identical investors’ fears over their huge AI capex increases, where both companies led the hyperscaler spending hikes.\nDeclines accelerated further with sharp gap-downs after their disappointing January 2026 earnings reports, and then again from geopolitical tensions in March 2026.\n<img src=\"https://community-static.tradeup.com/news/5dca8514c936268894d8e257993a51bc\" tg-width=\"1196\" tg-height=\"446\">\n<h2>Where Are They Heading ?</h2>\nWhen deciding if it is a good time to buy either stock, looking at their technical indicators, usually provides the best clues.\nBelow are their technical indicators summary, over a 12 month period.\n<img src=\"https://community-static.tradeup.com/news/9844320f071ab8e790a5725797b1872f\" tg-width=\"1427\" tg-height=\"1389\">\n<h2>Simple Moving Averages.</h2>\nMETA.\n<ul>\n <li>\n Based on its 18 Mar 2026 closing price ($615.68), META is below its (a) 20-day SMA ($645.96), (b) 50-day SMA ($653.05) and (c) 200-day SMA ($691.46).</li>\n <li>\n It is in a confirmed long-term downtrend, trading 11% below its 200-day SMA.</li>\n <li>\n \"Death Cross\" formation on 10 Dec 2025, suggests the path of least resistance remains lower.</li>\n</ul>\nMSFT.\n<ul>\n <li>\n Based on its 18 Mar 2026 closing price ($391.79), MSFT is also below its (a) 20-day SMA ($400.40), (b) 50-day SMA ($426.22) and (c) 200-day SMA ($482.67).</li>\n <li>\n It indicates a strong, established downtrend across short, medium, and long-term horizons, coupled with weak investor confidence.</li>\n</ul>\n<h2>MACD.</h2>\nMETA.\n<ul>\n <li>\n The MACD line (-7.52) is well below the Signal line (-4.22) and both are below the Zero line.</li>\n <li>\n This indicates downward selling momentum is still accelerating.</li>\n <li>\n Its divergence of -3.30 reinforces META’s downward selling pressure that is accelerating, pulling sharply away from its long-term average with no technical sign of a price floor yet.</li>\n</ul>\nMSFT.\n<ul>\n <li>\n The MACD line (-5.86) is above the Signal line (-7.58) and both are below the Zero line.</li>\n <li>\n This indicates long-term trend remains bearish.</li>\n <li>\n However, its diverge of +1.72 indicates a bullish momentum building underneath the surface.</li>\n</ul>\n<h2>RSI.</h2>\n<ul>\n <li>\n Both META and MSFT have similar RSI reading of 40.46 and 42.36, respectively.</li>\n <li>\n It is a neutral-to-bearish territory with moderate selling pressure, further confirming that both stocks are still in a downward trend or a consolidation phase.\n </li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/13a1cf10de6b9cc297f1047898001f17\" tg-width=\"1639\" tg-height=\"261\">\n<h2>My Viewpoints: (mine only).</h2>\nAfter all that has been said and done, is now the ‘right’ time to buy either META or MSFT or both?\nPersonally, I would rather err on the side of caution (at least) for H1 2026, adopting a defensive stance.\nThis is because:\n<ul>\n <li>\n For META, the \"Privacy-Gate\" lawsuit on its smart glasses is a systemic risk. Until there is clarity on the San Francisco lawsuit, taking a position now is akin to \"catching a falling knife\".</li>\n <li>\n For MSFT, although it remains fundamentally strong, the technical ceiling at the 50-day SMA ($426.22) makes it a poor short-term play.</li>\n</ul>\nLooking ahead to H2 2026, the Magnificent 7 and most US stocks will likely continue to fall or stay sideway until (a) the Middle East conflict is resolved and (b) the Fed signals that US inflation is no longer a threat.\nShould we be cautiously optimistic about (a) the drafting of the Canadian \"Document of Principles\" and (b) the Bahrain-led UN Resolution (supported by 130 nations) that collectively establishes a credible diplomatic \"off-ramp\" that provides genuine hope for a regional ceasefire before the end of H1 2026.\n<blockquote>\n Should either initiative gain traction, that would be the time to re-enter US market with a bang. Agree ?\n</blockquote>\n<img src=\"https://community-static.tradeup.com/news/5a147a1458dcd44f61abfc349d324c23\" tg-width=\"1238\" tg-height=\"266\">\n<blockquote>\n Remember to check out my other posts. (See below). Help to Repost ok, Thanks.\n</blockquote>\n<blockquote>\n Must Read:&nbsp;Click on below titles to access.&nbsp;Repost&nbsp;to share,&nbsp;Like&nbsp;as encouragement&nbsp;ok. Thanks.\n</blockquote>\n<ul>\n <li>\n <a href=\"https://ttm.financial/post/544207680795104\" target=\"_blank\">INTC: Is The Comback Kid Backed ?</a></li>\n <li>\n <a href=\"https://ttm.financial/post/543846786528576\" target=\"_blank\">BABA the 100% AI titan, not MU &amp; PLTR !</a></li>\n <li>\n <a href=\"https://ttm.financial/post/543491352273880\" target=\"_blank\">In Volatile US market, sell XLE &amp; buy XLU ?</a>\n </li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/9fe552fde153c4b6bd083e629453c1c5\" tg-width=\"1096\" tg-height=\"312\">\n<ul>\n <li>\n Do you think&nbsp;META is suffering an ala- Metaverse attack with its smart glasses?</li>\n <li>\n Do you think MSFT will come out of the downturn faster than META?\n </li>\n</ul>\n<img src=\"https://community-static.tradeup.com/news/8b0c6d30914eb21f4d2e5da26a4ee791\" tg-width=\"963\" tg-height=\"88\">\nIf you find this post interesting, give it wings! ️&nbsp;Repost&nbsp;and share the insights ?\nDo consider&nbsp;“Follow me”&nbsp;and get firsthand read of my daily new post. Thank you.\n<a href=\"https://ttm.financial/U/3527667621665671\">@Daily_Discussion</a>\n<a href=\"https://ttm.financial/U/3527667588142897\">@TigerPM</a>\n<a href=\"https://ttm.financial/U/9000000000000149\">@TigerStars</a>\n<a href=\"https://ttm.financial/U/4106547232749330\">@Tiger_SG</a>\n<a href=\"https://ttm.financial/U/3527667667103859\">@TigerEvents</a></body></html>","text":"The collective movement of Magnificent 7 in early 2026 suggests a transition from a cohesive \"AI hype\" rally to a period of strategic divergence and sector-wide consolidation. The last 2 years have been defined by a \"rising tide lifts all boats\" mentality. However, Q1 2026 has introduced a harsher reality with investors demanding immediate returns from these tech titans, based on their massive AI capital expenditures (Capex). In light of the shifting dynamics, it is time to selectively, re-examine these tech giants to get a better grasp of where they could be heading by H1 2026. This comes about as fears that US economy may heading back to “inflation-ville”, as Middle East tensions push the cost of doing business to extreme levels, with almost daily rising oil prices. US Central Bank’s Thoughts. Following the 18 Mar2026 FOMC meeting, Fed Chair Jerome Powell has once again, adopted a \"hawkish hold\" stance. While the Fed kept rates status quo, in the 3.50% – 3.75% range, the tone has shifted due to ongoing US military presence in the Middle East. Macroeconomic Stance: Powell highlighted that while consumer spending remains resilient, inflation (Core PCE at 3.1%) is being propped up by high oil prices. It is true that crude oil has surged roughly +50% following the 28 Feb 2026 strikes in Iran, creating a \"stagflationary\" shadow over H1 2026. Geopolitical Impact: The US buildup, including the deployment of the USS Tripoli to the Persian Gulf, has shifted market sentiment toward \"risk-off.\" Tech stocks, typically sensitive to energy costs and supply chain stability, are facing headwinds as the invasion nears its one-month mark. Magnificent 7 - Past 6 months in brief. Very quickly, over the past 6 months, GOOG has outperformed the other Magnificent 7 stocks with a 21.39% gain. While META and MSFT struggled the most, with both seeing their values drop by more than 20%. (see below) Below is Magnificent 7’s past 6 months performances: $Amazon.com(AMZN)$ : -9.34% $Apple(AAPL)$ : +1.81%. $Alphabet(GOOG)$ : +20.0%. Meta Platform(META) : -20.90%.** Microsoft(MSFT) : -24.35%.** Nvidia(NVDA) : +2.11%. Tesla Inc(TSLA) : -7.81%. META & MSFT - Deep Dive. Both $Meta Platforms, Inc.(META)$ and $Microsoft(MSFT)$ peaked in late October 2025 before embarking on synchronized downtrends through 18 Mar 2026, culminating in net 6-month declines (see below) META. Barely 6 months ago, META was the darling of the \"Efficiency 2.0\" era. It climbed steadily, fueled by robust ad revenue and successful rollout of Llama 4. However, the trajectory shifted from aggressive growth to defensive consolidation following a pivotal earnings event. On 29 Oct 2025, META reached an intra-day all-time high of approx. $603.50, hours before its Q3 2025 earnings release. As usual, Wall Street has anticipated a \"triple” beat - revenue, EPS, and user growth. META did not disappoint, reporting a +26% gain in revenue to $51.2 billion. It was however, overshadowed by a massive $15.9 billion one-time tax charge related to the \"One Big Beautiful Bill\" act. On hindsight, Zuckerberg should have followed its peers and pay in instalments instead ? More critically, Zuckerberg announced that 2026 capital expenditures (Capex) would be \"significantly higher\" than 2025’s already massive $70 billion –$72 billion range. Investors, wary of a repeated \"Metaverse 2.0\" spending pattern, began steady sell-off. AI Infrastructure Trap. META's primary 2026 headwind is still the \"Capex” cliff, where it has budgeted a staggering $115 billion – $135 billion to spend in 2026 on its AI data centres. This is a whooping 64% - 88%.increase, running into the billion; not millions. Given the current situation in the Gulf area, this is not sitting well with investors. Product Delay: Exacerbating the situation is META’s next-gen AI model, \"Avocado\". Originally slated for a March 2026 release, it has been pushed to May 2026, leaving a vacuum in their AI narrative. According to internal reports, the launch delay was due to Avocado’s weak performance, lagging behind Google's Gemini 3.0. \"Privacy-Gate\" Crisis. On March 4, 2026, a class-action lawsuit was filed in San Francisco (Bartone vs Meta). The suit claims Meta marketed the glasses as \"designed for privacy, controlled by you\" while secretly allowing contracted workers to review customers’ footages, to train its AI models. This included nudity and financial data. Regulatory Scrutiny: On 05 Mar 2026,, UK's Information Commissioner's Office (ICO) opened an investigation on threatening significant General Data Protection Regulation (GDPR)-level fines. On March 17, US Senators demanded transparency regarding META's plans to integrate facial recognition into its wearables. MSFT. In similar fashion, MSFT entered late 2025 as the world’s largest company by market cap. Its movement was characterized by a \"staircase climb\" as it integrated AI Copilots across its entire software stack. However, all too soon it finds itself began to trend downwards: On 30 Oct 2026, MSFT peaked at $555.45 /share, following its Q1 2026 earnings report. Quarterly earnings was a \"blowout\", with revenue topping $78 billion (up +18%) and a +24% jump in EPS. During the earnings call, CFO Amy Hood warned of a \"capacity crunch\". Despite spending $37.5 billion in a single quarter on Capex, MSFT could not meet the surging demand for AI compute. This signaled (to market) that revenue growth would be capped by physical infrastructure limits, not software demand. By early 2026, the \"AI premium\" began to evaporate. On 28 Jan 2026, MSFT’s Q2 2026 earnings showed cloud Azure growth was slowing to 28%, missing expectations of +30%. Growth Ceiling. MSFT is suffering from its own success, facing a \"prove-it\" moment as the market tires of high valuations. Azure Deceleration: While revenue has reached $80.3 bIllion in January 2026, Azure's growth has hit a \"capacity crunch\". MSFT is unable to build data centers fast enough to meet demand, leading to a projected 7%–18% cut in free-cash-flow estimates for 2026–2027. OpenAI Exposure: At the same time, the ongoing Musk vs OpenAI lawsuit seeks up to $109 billion in damages. (see above) As a 27% stakeholder in OpenAI's for-profit arm, MSFT faces a potential multi-billion dollar liability. Summary. META and MSFT decline, post October 2025 peaks, happened due to identical investors’ fears over their huge AI capex increases, where both companies led the hyperscaler spending hikes. Declines accelerated further with sharp gap-downs after their disappointing January 2026 earnings reports, and then again from geopolitical tensions in March 2026. Where Are They Heading ? When deciding if it is a good time to buy either stock, looking at their technical indicators, usually provides the best clues. Below are their technical indicators summary, over a 12 month period. Simple Moving Averages. META. Based on its 18 Mar 2026 closing price ($615.68), META is below its (a) 20-day SMA ($645.96), (b) 50-day SMA ($653.05) and (c) 200-day SMA ($691.46). It is in a confirmed long-term downtrend, trading 11% below its 200-day SMA. \"Death Cross\" formation on 10 Dec 2025, suggests the path of least resistance remains lower. MSFT. Based on its 18 Mar 2026 closing price ($391.79), MSFT is also below its (a) 20-day SMA ($400.40), (b) 50-day SMA ($426.22) and (c) 200-day SMA ($482.67). It indicates a strong, established downtrend across short, medium, and long-term horizons, coupled with weak investor confidence. MACD. META. The MACD line (-7.52) is well below the Signal line (-4.22) and both are below the Zero line. This indicates downward selling momentum is still accelerating. Its divergence of -3.30 reinforces META’s downward selling pressure that is accelerating, pulling sharply away from its long-term average with no technical sign of a price floor yet. MSFT. The MACD line (-5.86) is above the Signal line (-7.58) and both are below the Zero line. This indicates long-term trend remains bearish. However, its diverge of +1.72 indicates a bullish momentum building underneath the surface. RSI. Both META and MSFT have similar RSI reading of 40.46 and 42.36, respectively. It is a neutral-to-bearish territory with moderate selling pressure, further confirming that both stocks are still in a downward trend or a consolidation phase. My Viewpoints: (mine only). After all that has been said and done, is now the ‘right’ time to buy either META or MSFT or both? Personally, I would rather err on the side of caution (at least) for H1 2026, adopting a defensive stance. This is because: For META, the \"Privacy-Gate\" lawsuit on its smart glasses is a systemic risk. Until there is clarity on the San Francisco lawsuit, taking a position now is akin to \"catching a falling knife\". For MSFT, although it remains fundamentally strong, the technical ceiling at the 50-day SMA ($426.22) makes it a poor short-term play. Looking ahead to H2 2026, the Magnificent 7 and most US stocks will likely continue to fall or stay sideway until (a) the Middle East conflict is resolved and (b) the Fed signals that US inflation is no longer a threat. Should we be cautiously optimistic about (a) the drafting of the Canadian \"Document of Principles\" and (b) the Bahrain-led UN Resolution (supported by 130 nations) that collectively establishes a credible diplomatic \"off-ramp\" that provides genuine hope for a regional ceasefire before the end of H1 2026. Should either initiative gain traction, that would be the time to re-enter US market with a bang. Agree ? Remember to check out my other posts. (See below). Help to Repost ok, Thanks. Must Read: Click on below titles to access. Repost to share, Like as encouragement ok. Thanks. INTC: Is The Comback Kid Backed ? BABA the 100% AI titan, not MU & PLTR ! In Volatile US market, sell XLE & buy XLU ? Do you think META is suffering an ala- Metaverse attack with its smart glasses? Do you think MSFT will come out of the downturn faster than META? If you find this post interesting, give it wings! ️ Repost and share the insights ? Do consider “Follow me” and get firsthand read of my daily new post. Thank you. @Daily_Discussion @TigerPM @TigerStars @Tiger_SG @TigerEvents","highlighted":1,"essential":2,"paper":2,"link":"https://ttm.financial/post/544804295205984","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["META","AMZN","AAPL","GOOG","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8549,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"isVote":1,"tweetType":1,"viewCount":135,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":271,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/544694250353200"}