🌟4 Titans are at a crossroad.

🌟4 Titans are at a crossroad. Conviction is being tested. Investors are forced to choose whether they trust the story or the noise.

Microsoft: Would I buy at $400? Yes. Its dip isn't about weakness. It is about investors flinching at its AI Capex & slowing cloud growth. Yet long term AI enterprise engine remains intact.

$400 is the level where weak hands panic & strong hands accumulate.

Meta: Can it be chased after a 10% jump?
Yes. I believe Meta's growth runway is long. I see accelerating revenue, AI driven ad strength & its willingness to spend boldly because the growth is real.

Apple: It trades on expectations, not explanations. So even when it says memory cost inflation is manageable, the market hears margins may drop, supply chain is tight. Growth is capped.

Tesla: 2026 is the year where promises must become proof. Robotaxi must scale, not just demo. Optimus must work, not just wave. Tesla must show execution not just hype.

@Tiger_comments @TigerClub @TigerStars

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.

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

icycrystal
02-01 19:50
icycrystal
thanks for sharing
zuma
01-31
zuma
thx
- koolgal:
  Best of luck 🍀🍀🍀
- koolgal:
  May you have a winning week ahead 🌈🌈🌈💰💰💰
- koolgal:
  Happy weekend 🏖️🏖️🏖️
- koolgal:
  Appreciate your support 🥰🥰🥰
- koolgal:
  My pleasure 😍😍😍

Leave a comment

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