2.7 trillion lost from Market Cap this year for these 5 tech giants combined. Is this the bottom? Opportunity for sure. Highlights below. 

$Microsoft(MSFT)$ - PE 27 Cloud revenue growth? Activision acquisition potential upside. Limited impact from Inflation. Spent on AI and Data. Hold hiring. 

$Alphabet(GOOG)$ - PE 19 Clear winner search engine 95%dominance. Concern on Ad due to Snap. Cash rich good for downturn. Slowing hiring. 

$Meta Platforms, Inc.(META)$ PE 15 Monetize their apps more. Try to improve Op Margin. Concern on overspending for Metaverse. Slowing hiring 

$Amazon.com(AMZN)$PE 58 Warehouse, resource juggling with pandemic roller coaster. Could see impact on Retail due to Walmart. Impacted by Rivian stock downside. Inflation concern. 

$Apple(AAPL)$ PE 25 Impact from China lock down. Potential surprise from streaming business and chips sales. Slow hiring

All in all challenging quarter to counter Inflation, commodity prices due to Russia. Then again, no harm to buy some. [Cool]