$Microsoft(MSFT)$I firmly believe that Microsoft is well-placed to seize the market growth opportunities in cloud computing and AI, owing to its substantial investments. Given this, I am confident that Microsoft Corporation will sustain double-digit growth in both revenue and earnings in the coming period. Based on my assessment, I am reiterating my "Strong Buy" rating for the company, with a one-year target price of $550 per share. I am optimistic about Microsoft's potential and believe that it will continue to deliver strong financial performance, making it a compelling investment opportunity.
$Phunware, Inc.(PHUN)$You know what? I’ve been thinking that keeping an eye on Phunware might be a smart move. I mean, even if you just grab a little bit, you could end up making enough to treat yourself to some good food—like a nice bowl of pig trotters rice or something! It’s those little wins that can really boost your spirits. Honestly, it’s like a fun gamble, right? You put in a little and who knows?
$Taiwan Semiconductor Manufacturing(TSM)$While $Apple(AAPL)$ contributes a large portion of TSMC’s revenue, this relationship is mutually beneficial, with Apple relying on TSMC for its proprietary chip designs. The notion that Apple might shift to $Intel(INTC)$ ’s foundries is speculative and unlikely, given Intel's history of production challenges and TSMC’s proven capacity. Additionally, TSMC’s valuation reflects its unparalleled position as the primary supplier of advanced chips in a market with insatiable demand for semiconductors, driven by AI, 5G, and automotive applications.
$MicroStrategy(MSTR)$Investors are laughing all the way to the bank. I’m up 450% on MSTR. People just don’t understand MSTR and the value that Michael Saylor brings by leveraging Bitcoin through ridiculously low 1% loans and contracts. He will buy another large quantity of Bitcoin very soon. I’ll slowly start my exit strategy once MSTR hits $400 per share. We are only halfway through this Bitcoin Bull run!!!
$Palantir Technologies Inc.(PLTR)$Let’s say that based on the accelerated growth that Palantir is experiencing I would expect the company to grow into a sizeable tech company in the next 3 to 5 years. Whether that will also correspond with a 125$ share price, we shall see. I love the price target and hope they get there someday.
$JD-SW(09618)$ I think we’ll see JD stock dip for a few days before we get that classic capital pullback. It’s almost predictable at this point. First, the market reacts to any news—often overreacting—and then we see the rebound once investors spot a buying opportunity. JD's fundamentals are still solid, but the stock tends to move more on short-term sentiment than long-term potential. In my opinion, it's all about timing. The drop could scare some folks, but those who are patient (and maybe a little brave) might get rewarded when the big money flows back in. It’s just the usual stock market dance.
$Meta Platforms, Inc.(META)$I seriously would like to know why is there so much more caution with META vs the other Mag 7?!? Especially when you consider they're all making similar bets on AI.Just looking at market cap we see $Apple(AAPL)$ and $NVIDIA Corp(NVDA)$ are racing to 4 trillion. While META stalls out at 1.4 trillion. Same with $Microsoft(MSFT)$ at 3 trillion and $Amazon.com(AMZN)$ at 2 trillion. However, seems Meta has been out performing/innovating all of the Mag 7 as of late. However, Meta has not been rewarded with similar market cap appre
$Advanced Micro Devices(AMD)$$NVIDIA Corp(NVDA)$ at all time highs while others semis still lagging. AMD still down 6% since its event on 10/11. The last time we had an event for AMD, we sold off initially but rallied within two weeks. We could see something similar happen this week as the two week period closes.Keep AMD on your watch for this week. It closed up 1.2% up and if semis can continue this momentum led by NVIDIA, we could see AMD rallying.
$ASML Holding NV(ASML)$ASML is a quality company. The secular trend in terms of chips being used in so many areas is going to increase. Now the trend is picking up all over the world. the stock took a hit, it is not because of company specific issues. Waiting for more information to buy at the perfect price also has the risk of missing the opportunity. It is possible the stock may pivot from here. As always buy some and have cash to buy more if it goes down. The semi cycle might not peak until 2026 or even 2027, and we have years of boom left!
$Taiwan Semiconductor Manufacturing(TSM)$My current judgment on TSMC:Short-term: I believes it’s likely TSMC’s best phase ever in terms of revenue, gross margin, and net profit, with strong guidance. Notes that TSMC is usually cautious, but signals strong demand for 2nm over 3nm, indicating a bullish outlook.Mid-term: I thinks it depends on whether AI slows down. If AI cools, it could significantly affect TSMC’s revenue and margins. Currently optimistic about AI's trajectory.Long-term: I believes overall semiconductor demand, driven by AI, robotics, and automotive, will see long-term growth. However, views the competition as a factor, noting $Samsung Electronics Co., Ltd.(SSNNF)$