$Alphabet(GOOG)$ dominant ads cash machine + fastest‑growing big‑cloud + full‑stack AI at a still‑reasonable valuation is why I’d prioritize Alphabet for new capital
$Microsoft(MSFT)$ The most undervalued of the Mag 7 with amazing fundamentals (including AI revenue that has beaten all analyst expectations). You will look back in 6 months and think this was a gift.
$Microsoft(MSFT)$ so many catalysts for growth - new advanced AI models, the tie up with Nvidia, new windows upgrades, even more new stuff to be announced later this week
24H | Cloud Computing Shares Jump with IBM up Nearly 11%, ServiceNow, HPE up over 9%; ARM Holdings Pops 8%; Microsoft Jumps over 3%; Oracle, Palantir, Nvidia up Around 2%