Microsoft’s rare ~10% drop slapped a bit of caution into the market — not fear, just a reminder that even mega-caps can stumble when sentiment shifts faster than a GPU price cycle. If NVidia keeps its footing, the AI narrative still hums; if not, tech bears might sniff broader cooling. The S&P 500 ETF (VOO) is now our macro barometer: stabilize there and this looks like rotation, break down and it’s broader caution. Volatility isn’t a villain — it’s just opportunity wearing a mask. Long-term: growth story intact; short-term: stay disciplined.
@Williamlow85：$Vanguard ETF(VOO)$ $NVIDIA(NVDA)$ $Microsoft(MSFT)$ 📉 Stocks to Watch Today (After Microsoft’s ~10% Drop) $Vanguard ETF (VOO)$ $NVIDIA (NVDA)$ $Microsoft (MSFT)$ Microsoft’s sharp drop is shaking the market, but big pullbacks often create new opportunities — not just fear. 🔹 $MSFT$ — Oversold Bounce Watch A 10% drop in a mega-cap is rare. Watching for dip buyers, rebound attempts, or further weakness. 🔹 $NVDA$ — Sentiment Leader If Nvidia holds strong, AI momentum may remain intact. Weakness could signal broader tech cooling. 🔹 $VOO$ — Market Direction Gauge S&P 500 ETF shows whether this is a tech-only shakeout or a wider market reset. My Take Volatility = opportunity for traders Panic = opportunity for long-term investors Watching for dip buys, but staying disciplined. Bullish long-term — cautious short-term.
Microsoft -10%! Overreaction? A Buy at $400?
Microsoft sank 10% despite solid fundamentals. Q2 revenue grew 15% YoY in constant currency, beating expectations, with Azure up 38% and Microsoft 365 Commercial rising 14%, driven by steady subscriber and pricing gains. However, ongoing supply-chain constraints capped upside versus buy-side hopes, reviving concerns over near-term AI monetization and delivery capacity.
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