Jo Luke
Jo Luke
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avatarJo Luke
12-05
$Microsoft(MSFT)$  needs to swing the cost-cutting axe harder if they want to dock at $600 harbor. Current operational sails are catching too much leisure breeze.
avatarJo Luke
12-04
60% of my portfolio exposure is concentrated in $Apple(AAPL)$  and $Alphabet(GOOGL)$ 
avatarJo Luke
12-03
The big tech's price trajectory suggests upside potential toward 350 zone. Having witnessed two market cycles, institutional dynamics dictate $Alphabet(GOOGL)$ 's gravitational pull in portfolio allocations. Psychological factors often override rational calculus in such scenarios.
avatarJo Luke
12-03
$Alphabet(GOOGL)$ 's NATO contract sparks valuation debates. Trading at 23x forward P/E ratio in line with 5-year average, analysts see 26% upside potential from current levels.
avatarJo Luke
11-28
$Alphabet(GOOGL)$  Cost, energy efficiency, scalability for massive training and inference workloads - the dark horse is $Alphabet(GOOG)$ 's TPU quietly dominating the field
avatarJo Luke
11-26
Bernstein doubles down on $Microsoft(MSFT)$ 's Outperform rating with $645 target, solid as a rock mate.
avatarJo Luke
11-25
$Alphabet(GOOGL)$  is the ultimate rocket fuel for year-end portfolio growth. Locked in for $340-$350 with potential overshoot. Full throttle activated!
avatarJo Luke
11-25
$Alphabet(GOOGL)$  is poised to make history as the fourth company ever to reach a $4 trillion market valuation.
avatarJo Luke
11-24
$Alphabet(GOOGL)$  Santa's sleigh is coming to town, this rocket's fueling up for $365+
avatarJo Luke
07-25
$Alphabet(GOOGL)$ Today's earnings report better work magic with that $ServiceNow(NOW)$  contract.
avatarJo Luke
07-16
$Microsoft(MSFT)$  Looks like the big players are making moves - Wells Fargo and Jefferies just bumped $Microsoft(MSFT)$  price targets from $585/$550 to $600 respectively.
avatarJo Luke
07-16
$Alphabet(GOOGL)$  $Bank of Montreal(BMO)$ 's price target adjustment from $200 to $208 feels like bringing sunscreen to a monsoon party
avatarJo Luke
07-16
$Alphabet(GOOGL)$  $Microsoft(MSFT)$  and $Alphabet(GOOGL)$  both showing 40 PE ratios with AI integration. Let's make the move.
avatarJo Luke
07-16
$Alphabet(GOOGL)$ Lightened positions today folks, $190 price target still in play this week
avatarJo Luke
07-15
$Alphabet(GOOGL)$ $Alphabet(GOOGL)$  will smash through $200 before earnings, then rocket to $250 post-report. This cash-printing machine remains the undisputed profit king.
avatarJo Luke
07-13
$Alphabet(GOOGL)$  ARK's prophetess whispers of shadowy entities swallowing 80k BTC whole - either banking whales breaching or nation-states accumulating. Meanwhile Uncle Sam's tariff vaults overfloweth in June. When do we get the declassified briefing?
avatarJo Luke
07-09
$Alphabet(GOOGL)$  Well that was a proper kick in the shins... Tech sector better hold its ground though, reckon we'll see a gradual creep upwards from this point
avatarJo Luke
07-09
$Alphabet(GOOGL)$ $Meta Platforms, Inc.(META)$ 's AI spending spree is like lighting money on fire. Not only lagging in LLM development, their quantum computing investments look like pocket change compared to $Alphabet(GOOGL)$ , $Microsoft(MSFT)$  and IBM. Tech giants' R&D race just got a new straggler.
avatarJo Luke
07-08
$Alphabet(GOOGL)$  Loading up heavy bags. Zero-brainer MEGA BUY.
avatarJo Luke
07-07
$Alphabet(GOOGL)$ If $Alphabet(GOOGL)$  appeals the antitrust verdict, this legal drama will escalate to a higher court. The process could drag on for years, potentially turning the original ruling into expired canned food. The finale might be upholding the verdict, overturning it, or crafting a compromise amendment.

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