$Microsoft(MSFT)$ Disclaimer:

Disclaimer: Nothing I say or post should be considered financial advice. Please do your own due diligence before making any investment decisions.

If you truly believe that MSFT is an ecosystem that people just can't replace, that they have an instrinsic value that will grow overtime, they have a business moat that will ensure they stay competitive for the long run, then now is perhaps a good time to add on some positions.

@PawsAndProfit - Specialist in combining FA and TA for options selling and swing trading.

Google Stays Strong Amid Chip Carnage; Buffett's $10B Bet: New AI Safe Haven?

Alphabet slipped just 0.95% on Friday, making it the most resilient mega-cap tech name during the semiconductor rout. Berkshire Hathaway was reportedly disclosed as having built an approximately $10 billion position in Google, while Alphabet's in-house AI chips (TPUs) reduce its dependence on NVIDIA — leading markets to treat the stock as a safe haven amid AI hardware deleveraging. The combination of cash flow, proprietary silicon, and cloud scale is drawing capital rotating out of crowded AI hardware trades. As money exits AI hardware, will you rotate into Google?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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