Here is a concise, direct view-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Here is a concise, direct view within the limit.

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.

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.

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Overreaction? A Buy at $400?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d0897802c3244d6c8bfaedfd7f14de1b}&rnconfig={\"headerBarHidden\": true}","description":"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.\n","image":"https://community-static.tradeup.com/news/f8819962e9d82cf3033e4ab28545a31b"}],"images":[],"coverImages":[],"html":"<html><head></head><body>Here is a concise, direct view within the limit.\n<p></p>\n<p>1. Microsoft at $400?<br>\n  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.</p>\n<p>2. Can Meta be chased after +10%?<br>\n  No. Meta Platforms is executing well, but post-rally risk-reward is less attractive. Better to wait for consolidation than chase momentum.</p>\n<p>3. Apple says memory costs are fine. Why no stock move?<br>\n  Because the market wants growth catalysts, not cost reassurance. Apple is stable, but AI monetisation and services acceleration remain incremental, not transformative yet.</p>\n<p>4. Will Tesla deliver in 2026?<br>\n  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.</p>\n<p>Bottom line:<br>\n  Microsoft buy, Meta wait, Apple grind, Tesla prove-it year ahead.</p></body></html>","htmlText":"<html><head></head><body>Here is a concise, direct view within the limit.\n<p></p>\n<p>1. Microsoft at $400?<br>\n  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.</p>\n<p>2. Can Meta be chased after +10%?<br>\n  No. Meta Platforms is executing well, but post-rally risk-reward is less attractive. Better to wait for consolidation than chase momentum.</p>\n<p>3. Apple says memory costs are fine. Why no stock move?<br>\n  Because the market wants growth catalysts, not cost reassurance. Apple is stable, but AI monetisation and services acceleration remain incremental, not transformative yet.</p>\n<p>4. Will Tesla deliver in 2026?<br>\n  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.</p>\n<p>Bottom line:<br>\n  Microsoft buy, Meta wait, Apple grind, Tesla prove-it year ahead.</p></body></html>","text":"Here is a concise, direct view within the limit. 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. 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