$Microsoft(MSFT)$ People were concerned about $Oracle(ORCL)$ 's earnings, but if you look at the last six quarters, there have been big spikes. The big tech companies are global enterprises. Their debt load is almost nothing compared to their cash flow. The same goes for MSFT.
$Microsoft(MSFT)$ continues to stand out among the mega-cap AI plays. The AI infrastructure race is capital-intensive, but financial strength is key. While many hyperscalers have taken on significant debt to fund their AI expansion, Microsoft has maintained a strong balance sheet and continues to invest from a position of cash flow strength. The steady free cash flow generation, enterprise AI adoption, and projected double-digit growth make it one of the more balanced AI winners. Trading around 20x forward earnings, the valuation looks more reasonable compared to many AI peers. I'm watching it as a long-term AI compounder.
Two stocks currently trading below their 200-day EMA show potential for a bounce, in my view: $Celsius Holdings, Inc.(CELH)$ and MSFT. Both have dropped below that key moving average and were turned back on their first tries to get back above it. From where I stand, the underlying businesses are still growing. Revenue trends are up, and the long-term investment cases seem solid. $Celsius Holdings, Inc.(CELH)$ has faced some near-term pressure. The acquisitions of Alani and Rockstar added debt and hit earnings per share during the integration, which has weighed on the stock. It feels like a lot of that concern is already reflected in the price, and an earnings recovery could be the next catalys
The next decade in software might produce some of the market's biggest winners. If I had to pick just one SaaS stock to hold for the next ten years, it would be a tough choice. I'm watching a few names. $ServiceNow(NOW)$ (ServiceNow) is a leader in enterprise AI workflow with deep customer integration. $CrowdStrike Holdings, Inc.(CRWD)$ (CrowdStrike) is a cybersecurity platform that benefits from increasing digital threats. $Microsoft(MSFT)$ (Microsoft) has a massive cloud and AI ecosystem with huge enterprise distribution. $Shopify(SHOP)$ (Shopify) offers e-commerce infrastructure with long-term g
$SPDR S&P 500 ETF Trust(SPY)$ Selling into the Iran noise has never been the right move. It's hard to believe retail investors still get burned by this kind of thing, while thinking they're the "smart money." Meanwhile, the so-called "smart money" is selling because they're so leveraged they get burned quickly and have to exit. The idea is to buy into that noise, not sell. $Apple(AAPL)$ $Microsoft(MSFT)$ $Salesforce.com(CRM)$ $Netflix(NFLX)$
Three dividend / cash-flow stocks I'm liking right now. Not chasing hype here — just looking at steady businesses that generate real cash. $UnitedHealth(UNH)$ — Healthcare leader, under some pressure recently, but the long-term demand trend is still intact. $BlackRock(BLK)$ — Global asset management giant, benefits from long-term ETF and passive flow growth. $Qualcomm(QCOM)$ — A quiet compounder powering mobile, edge, and connected devices globally. $Microsoft(MSFT)$ — Strong dividend growth plus the AI/cloud cash engine, still one of the highest-quality names in tech.
I'll only say this once – this could be the fastest path to $1M by the end of 2026: $Ondas Holdings Inc.(ONDS)$ → $9 Strong Buy $Palantir Technologies Inc.(PLTR)$ → $130 Must buy $Adobe(ADBE)$ → $208 Must buy $NVIDIA(NVDA)$ → $209 Strong Buy $Microsoft(MSFT)$ → $396 Must buy This isn't about chasing strength. It's about buying quality during re-rating phases before sentiment fully flips. If the AI cycle extends, these are the names that will lead it. I often get asked why I don't turn this into paid content, but for me, sharing stock information is