From my view, Microsoft’s
$Microsoft(MSFT)$ drop looks like a valuation reset rather than a broken business. Azure is still growing at a very high level, but the market owned MSFT for acceleration, not deceleration. I’d be cautious but constructive — $400 feels like a reasonable first entry, though I’d scale in slowly rather than go all-in.
Meta $Meta Platforms, Inc.(META)$ is the clearest winner for me. The +10% move is supported by real ad re-acceleration and visible AI-driven efficiency gains. I wouldn’t chase after a vertical rally, but on consolidation or pullbacks, this still looks like a stock you want to own.
Apple $Apple(AAPL)$ delivered objectively strong results, yet the stock is flat because expectations were already high and no new growth narrative emerged. Tesla’s $Tesla Motors(TSLA)$ long-term AI & autonomy vision remains compelling, but with execution delays & mixed signals, it’s still more promise than proof for now.
@Tiger_comments @TigerStars @TigerClub
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
Comments