Sandyboy
2025-10-26

I believe all the three will shine in the bull market. Further in a bear market the drawdown on these stocks will be less. Therefore they should be a part of core portfolio for stability. 

Microsoft has become big with AI, Copilot has a native customer bank since its inclusion with Office and with some advancements every corporate will like to buy a lisence to enhance productivity.


Meta is also selling its Llama model to corporates and it can run on Databricks and Azure models and is cheaper. Also for ads it is better in FB. 

As for Alphabet, Gemini integration with Google and as also being one of the more wide range AI tools is a big plus.

So all of them have growth prospects in AI, in addition to their core businesses. 

I would bet on all three in the long run. These are not memes rather having established business models which have stood the test of time.

If any one can be replaced, first would be alphabet. Many new browsers are coming with AI integration and it's USP may degrade over time. Need to see how Google will fight off the challenges. Already Perplexity browser and soon NVDA browser will have built in AI models so they have to play catch up.

# Is Google Done Rallying? Bet on AI Flywheel or Sell Into the Hype?

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  • Merle Ted
    ·2025-10-28
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    Quality is the best hedge against panic selling. Few days ago Meta was in the 600’s, not only I didn’t sell but I added more.
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    • Sandyboy: 
      I wish I had the foresight. I was assigned Meta at 550 but sold back at 590 🥲
      2025-10-28
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  • Valerie Archibald
    ·2025-10-28
    Massive earnings expected for MSFT- it should be an exceptional week. Split announcement as well perhaps?

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  • Norton Rebecca
    ·2025-10-27
    MSFT/META/GOOG’s AI + core = stable portfolio.
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  • Reg Ford
    ·2025-10-27
    These three are my core now!
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