$Amazon.com(AMZN)$$Microsoft(MSFT)$$Apple(AAPL)$ The intensity of the fall matched Covid crash and hence I expect a V recover like last time. This was self-inflected unlike Covid. If 70 countries are ready to negotiate as per Scott Bessent (Fox Business), Trump can call a victory and turn it around. I am staying in.
$Microsoft(MSFT)$ MSFT holders can learn from META's recent history: In August of 2021, META was trading in the high 370's. By October of 2022, META had plummeted to the mid 80's. Retail panic sold into the hands of institutions and hedge funds who gobbled up all the cheap shares. Now META is at 600. The only MSFT holders that should be panicking right now are maybe those with short term options. If you just own the underlying shares and don't leverage yourself with margin, then you will be more than fine with MSFT. Just R-E-L-A-X and watch MSFT capitalize on the billions it has spent to win the AI race and the quantum computing race.
$Apple(AAPL)$$SUPER MICRO COMPUTER INC(SMCI)$ when a company has good news to announce they just do so without any hesitation or buildup like SMCI is doing, I hope the "key" update will deliver some good news but I doubt it. I'm totally bullish on the stock for the long term since they have a great product line which is really needed in Ai infrastructure.
Rumors swirling that $Palantir Technologies Inc.(PLTR)$ eliminated Charlie Kirk to create demand for their surveillance tech while "protecting" Israel. Two birds with one stone. Gotta admire Alex Karp and Peter Thiel's shareholder-first mentality. Price target 200 by EOY.
$Apple(AAPL)$$NVIDIA(NVDA)$$Microsoft(MSFT)$ paytience. The reversal and floor is somewhere down here in the depths. Markets don’t crash forever. There may be a once in a lifetime buying opportunity near the bottom. I think 2-3 years from now we would kill to get some of these stocks at these prices. Nvda below 100? Let’s go. Bullish into 2026-2027
$Apple(AAPL)$ Please stop with the Apple no growth. EPS is growing 15% and free cash flow (FCF) the Mount Everest illustration of a company’s business model success is growing at 10-12% per year. This is all even without Apple intelligence yet. Amazing Apple.
$Microsoft(MSFT)$$Apple(AAPL)$$Amazon.com(AMZN)$$NVIDIA Corp(NVDA)$$Meta Platforms, Inc.(META)$$Tesla Motors(TSLA)$ Surprised at how much this has underperformed its peers in large cap tech, including AAPL, AMZN, NVDA, META, and even TSLA. With its diverse revenue streams and its early head start in AI, I would have expected MSFT to outperform rather than to underperform. Additionally, I think MSFT's CEO is among the best and the brightest chess players in the entire group of megacaps. I'll stay long MSFT
$Apple(AAPL)$ holding very strong....with the upgrades...this will go up .next week. $215. Wedbush analysts led by Dan Ives raised their price target for Apple's stock to $325, anticipating a multi-year iPhone upgrade cycle driven by artificial intelligence (AI). They project Apple could sell over 240 million iPhones in fiscal year 2025
$Microsoft(MSFT)$ Msft is going much higher. AI revenue is going to explode next year. Stock split may come next year after it reaches $500/share. Great company to play AI. I have owned Msft since 1993. Super long term investment!!!