$Alphabet(GOOG)$all ai moves up now that we know its a supply problem and not a market share problem. you cant penalize a company for missing expectations due to overwhelming demand and lack of supply, then persecute them for spending to build up the infrastructure to then capture the demand. keep buying !
$Microsoft(MSFT)$Are people in here too old to realize Microsoft owns Xbox?! With gta 6 getting released in the spring people are getting ready and upgrading to consoles that are mandatory it’s truly only up from here. Take advantage of the cheap shares
$Alphabet(GOOG)$PLTR has a very good business model but it's not without competition.The dark horse threat is Google who has now said they will now step in and use or make their technology ( which we all know includes WILLOW ) available to the USA military .I am sure that threat to Palantir is genuine and it will create what I think is hairline cracks in the moat.The broader point is that this is a bullish catalyst for Google , ( bearish for PLTR but uniquely bullish for Google)
$Microsoft(MSFT)$I believe we have passed the bottom and started the slow climb back up until next earnings. Unless some dramatic news shakes this up or down I assume this will be how the next months will look like. Futures R GreeN all 3 Indexes...
$Alphabet(GOOG)$Don't let Wall Street scare tactics fool you. This was a very solid quarter. This is one of the greatest companies in American history. I am in this for the long haul. This is a good entry point for those who don't already own the name.
$Microsoft(MSFT)$I get excited every time MSFT shows up on my screener, because it is literally THE #1 stock in my trading universe (over 2000 stocks) in terms of its risk-adjusted per day returns (.23% based on over 1000 real and backtested trades). I mean it's #1 all time and that return is even MJs number. That has to be a sign...
$Alphabet(GOOG)$Google & YouTube dominate online traffic, driving strong ad & subscription revenue growth. YouTube Shorts monetization is also gaining momentum.Google Cloud Growth: Now profitable, Google Cloud continues to expand and remains the fastest-growing major cloud provider. Expanding margins should boost profitability.
$Microsoft(MSFT)$PLTR results prove one thing: US corporations believe in the utility and usefulness of AI and are willing to invest in it in all shapes and forms (from infrastructure to software everything in between included). This is very Bullish for MSFT and other tech stocks
$Alphabet(GOOG)$honestly, I think the tariffs are great for GOOG. Not because it helps them in any way, but also it hardly affects them whatsoever (if at all) which makes GOOG a defensive stock in a figurative way during this time of uncertainty.
$Microsoft(MSFT)$Patience is the silent partner of wealth. Microsoft isn’t just a stock; it’s a compounding machine in a world increasingly dependent on AI, cloud, and enterprise tech. Selling too soon is like leaving a tree just before it bears its best fruit—true rewards come to those who hold through cycles and let innovation do the heavy lifting.