$Microsoft(MSFT)$ So this stock hasn't moved in over two and a half years, but EPS has grown by more than 70%. That's worth thinking about. It won't turn around quickly because Softie is out of favor right now, but in time, it will have its day again. Patience is needed.
$Alphabet(GOOG)$ I really wish Apple and Google would team up and dominate the tech world together. It would be so beautiful to see what those two could possibly achieve if they collaborated.
$Alphabet(GOOG)$ Berkshire disclosed a sizable stake in Google, and the latest earnings reinforced that their move was correct. Given that, asset managers and hedge funds likely need to own this stock. Taking it over $400 shouldn't be too hard. I think Google will top NVDA for the world's largest market cap.
$Alphabet(GOOG)$ I think Google is likely to succeed in its goal of sovereignty. It might not “kill” NVIDIA in the open market, but it is successfully building a private “AI island.” This approach is significantly cheaper and more scalable than anything its competitors can buy off the shelf.
600So easy. Undervalued. Smart money bought shares around $450. Now smart retailers are following at around $500. Then the chasers FOMO start at $550-$600.
$Alphabet(GOOG)$ Warsh is impressive and deserves to lead the Fed from day one. Trump needs to withdraw the absurd allegations against Powell so we can move forward with the nominee appointment. Further delays by the Administration in this self-inflicted nonsense will only harm America.