daz999999999
11-02 14:57
$Invesco QQQ(QQQ)$  

$Micron Technology(MU)$  

Just DCA Invesco (QQQ) - it's a no brainer !

It's very beautiful when a company like Google admits that their own AI is eating up their own Google Ad revenue !!!

Google-owner Alphabet lost just over $500bn (£374bn) in value on Thursday after it revealed its own artificial intelligence (AI) summaries were hitting search advertising revenue.

Chief business officer Philipp Schindler said Google's "AI mode", where it answers questions conversationally, was eating into the money it makes from ads which appear next to results to traditional search questions.

Yet, Schindler said he felt "very good about our trajectory" with an AI-focused version of the search engine.

Google's role in answering the world's questions has been challenged by the AI boom, with millions of people using programs such as ChatGPT and Claude instead.

In other news, Micron's quarter reads like a commodity super-cycle in motion. GAAP gross margin jumped to 84.6%, from 37.7% a year earlier, and Cloud Memory revenue hit $13.77 billion as hyperscalers scrambled for HBM4. CEO Sanjay Mehrotra told investors the results "reflect the strategic value of memory in the AI era" and pointed to multi-year Strategic Customer Agreements as evidence of locked-in pricing.

Apple's story is steadier and more defensive. iPhone brought in $56.994 billion, Services set a fresh record at $30.976 billion, and Tim Cook cited "extraordinary demand for the iPhone 17 lineup." But the company pushed through a 15% to 54% global price hike on MacBooks and iPads to absorb component inflation, a move that props up the P&L today and risks demand tomorrow.

Micron's forward P/E of 7 versus Apple's 32x makes Micron the cheaper bet despite its triple-digit revenue growth advantage.

Mehrotra sold 94,078 shares into the rally, a cautionary insider signal even as Micron guides Q4 revenue to $50 billion.

In summary, Micron (MU) - Strong Buy, leads the way in stability and hyper growth, while Google (GOOG) and Apple (AAPL) are a Buy rating, given by many analysts.


Should Tech Stocks Hedge Risk Before Midterm Votes Are Counted?
QQQ fell 1.37% and the S&P 500 0.52% Monday as tech remained under pressure ahead of U.S. midterms. All 435 House seats and 35 Senate seats are contested, with results shaping expectations for taxes, AI data-center permits, tech regulation, and fiscal spending. Bulls see a divided Congress limiting major policy shifts; bears warn a contested result could amplify volatility amid AI capex concerns. What will signal risk appetite first: QQQ earnings breadth, S&P 500 defensives, or demand for short-term Treasury bills?
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Comments

  • PamelaOng
    11-03 07:42
    PamelaOng
    The Fed hold and the 3.1% core PCE reading initially supported a brief relief rebound in
    Invesco QQQ (QQQ)
    watchlist
    , but they did not provide the easier-policy signal needed to sustain it. The result was a range that failed near the prior high and then broke lower.


    Policy message: On 2026-10-28, the Fed held the upper bound at 4.0% , as expected. That removed immediate policy-surprise risk but did not ease financial conditions further.
    Inflation constraint: September core PCE came in at 3.1% YoY , matching consensus but up 0.1 percentage point from August’s 3.0%. Core PCE was also 0.3% MoM . This reinforced the view that inflation remained above a level likely to permit a rapid easing shift.
    QQQ’s immediate reaction: QQQ rose from $712.20 on 2026-10-26 to $725.61 on 2026-10-28 , the meeting day, but the move stalled below the 2026-10-21 high of $727.95 . That suggests the hold was largely anticipated rather than a new bullish catalyst.
    Then the range resolved downward: QQQ fell to $
  • daz999999999
    11-03 06:14
    daz999999999
    Write more articles and post them
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