1. Microsoft at $400?
Yes, as a dip-buy. Microsoft sold off on timing concerns, not demand weakness. Azure growth confirms AI traction. $400 is a reasonable accumulation level for long-term investors, though not a short-term bottom call.
2. Can Meta be chased after +10%?
No. Meta Platforms is executing well, but post-rally risk-reward is less attractive. Better to wait for consolidation than chase momentum.
3. Apple says memory costs are fine. Why no stock move?
Because the market wants growth catalysts, not cost reassurance. Apple is stable, but AI monetisation and services acceleration remain incremental, not transformative yet.
4. Will Tesla deliver in 2026?
Unclear, execution-heavy. Tesla still has a compelling narrative, but repeated timeline slippage has eroded trust. 2026 must show real cash-flow impact from autonomy and AI.
Bottom line:
Microsoft buy, Meta wait, Apple grind, Tesla prove-it year ahead.
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- catandbull·02-02 10:24Microsoft dip-buy makes sense, Azure's AI traction is solid. [看涨]LikeReport