To The Moon

$Microsoft(MSFT)$ Next stop is $480 or the upper resistance at $490, according to some well-known analysts.

$Microsoft(MSFT)$  How can Microsoft's stock be red every day and not go up, when their data centers are starting to come online and all the great deals they have with Open AI and Anthropic? Open AI will soon be going public—the share price will be fantastic. Remember, Microsoft has 27% ownership in Open AI, and Anthropic has committed 30 billion (that's with a B) in Microsoft Azure. Cloud numbers are increasing every quarter. This company will be nothing but a cash cow. Something smells!

If other stocks start to taper off, $Microsoft(MSFT)$  will jump above 430.

$Microsoft(MSFT)$ If this is good enough for Burry, it's good enough for me.

$Microsoft(MSFT)$ I think we might see 450 before earnings and 480 to 500 after earnings.

Few companies will accomplish this, but $Microsoft(MSFT)$  will. Evercore sees $Microsoft(MSFT)$  growing FCF by 5% as hyperscaler capex jumps 58%.

Among young people, ChatGPT is number one, powered by $Microsoft(MSFT)$ , and they won 27% of it; if you look closely, they are definitely the big winners in AI.

$XIAOMI-W(01810)$ A growth stock with a P/E ratio of 23? What am I missing? On the NYSE, this would typically have a 150 P/E.

$Microsoft(MSFT)$  needs to swing the cost-cutting axe harder if they want to dock at $600 harbor. Current operational sails are catching too much leisure breeze.

60% of my portfolio exposure is concentrated in $Apple(AAPL)$  and $Alphabet(GOOGL)$