I’d still lean towards Microsoft for now. Azure growing 48% is pretty impressive and at least we can see how AI demand is helping their cloud business. But honestly, both Microsoft and Google are spending crazy amounts on AI 😂 I actually like Google too, especially with Gemini and its existing search business, but the market seems a lot less forgiving when earnings don’t meet expectations. For Amazon, I’ll be watching AWS growth and whether all those new data centres can actually bring in more profits. Intel is a bit different though, I think investors really need to see improvements in its foundry business before getting too excited. AI demand is definitely real, but spending billions doesn’t automatically mean making billions lol. I feel like the next few quarters will be interesting bec
$Tesla Motors(TSLA)$ TSLA is still holding above $400, but looks like it’s having a bit of trouble moving much higher for now. Currently sitting at $401.95, and I’m curious whether buyers can keep defending this level over the next few sessions. What I find interesting about Tesla is how quickly market sentiment can change. Sometimes the stock barely reacts to good news, then suddenly jumps on something nobody was really expecting 😂 I think the $400 level is worth watching closely. If it manages to stay above that level and build some momentum, we might see another push higher. But if it starts slipping below $400 again, I wouldn’t be surprised to see some profit-taking. Another thing I’m watching is the overall Nasdaq movement. Even
I’d probably go with growth stocks, especially big tech. But honestly, I think it depends more on what Warsh says after the meeting than the rate decision itself. If rates stay unchanged but he sounds worried about inflation, I wouldn’t be surprised to see the market turn red anyway 😂 Small caps might struggle a bit more since borrowing costs are still pretty high. I’m also keeping an eye on Treasury yields because if they keep climbing, even good tech earnings might not be enough to push stocks higher. Really curious how the market reacts this time.
$Tesla Motors(TSLA)$ TSLA has been pretty interesting to watch lately 😂 The stock is back above $400, and honestly, I wouldn’t be surprised if we see another big move in either direction soon. One thing about Tesla is that it never really gives investors a boring week lol. Even when the overall market seems quiet, TSLA somehow manages to create its own drama. I still think Tesla has a lot of potential in the long run, especially with its progress in AI, robotaxis and energy storage. But at the same time, I feel like a lot of future growth is already priced into the stock. The biggest question for me right now is whether Tesla can actually deliver on all those expectations. The technology sounds exciting, but turning those ideas into c