Microsoft, the world is not going to change its daily software suite anytime soon. Google, there are alternatives to chrome that people use. Amazon, you don't have to shop there. Meta, there are alternatives that people use and not everyone is into social media. Just about everyone has Word, Excel & PPT.
$Microsoft(MSFT)$ Yes, because there is not going to be a global shift away from MSWORD and EXCEL. Microsoft should be rewarded for giving the world Excel, it is so useful for so many things. Will buy more if it pulls back again.
Market At The Bottom? Which Mag 7 is the Best Buy Now? 🌟🌟🌟The bottom is never a place we can see clearly while standing in it. It is only obvious in hindsight when everyone suddenly becomes a genius. Is this a good time to buy? Sentiment is fragile - that is when bargains appear. When fear is elevated, volatility spikes and everyone is waiting for confirmation, the best prices often slip by unnoticed. You don't need to catch the exact bottom. You just need to buy great companies at fair or discounted prices. Take for example the Magnificent 7. They seem to have lost their magnificence. Which Mag 7 is the Best Buy Now? $Amazon.com(AMZN)$ is the Dark Horse of 2026. Why it is the no. 1 bargain: Tradin
$Micron Technology(MU)$ I get the feeling the US government is about to take a stake in this critical piece of AI, which maybe why the President is courting Micron.
This lack of gratitude from the market is a bit like someone getting offered a near full open box of chocolates but thier favourite one has gone, so they are dissapointed. The market is too well fed and not hungry.
Tomorrow after the close, all eyes are on $NVIDIA(NVDA)$ . Expectations are high — around $57B revenue with aggressive data center forecasts — but at ~24x forward P/E, the stock already reflects a lot of skepticism. For me, it’s less about the beat & more about whether guidance proves AI demand into 2026–2027 is still solid. Options are implying roughly a 6% move, so volatility is almost guaranteed. The “2027 anxiety” is real, especially with hyperscaler capex questions & competition from AMD. Still, Nvidia’s ecosystem and inference leadership aren’t easily replaced. If Blackwell shipments and guidance are strong, sentiment can shift quickly. Jensen’s tone on the post-Blackwell roadmap will matter just as much as the numbers. I’m picking
24H | Amazon Drops over 11%; Storage Shares Slide With SanDisk, Micron down over 4%; Western Digital down over 3%
$Amazon(AMZN)$ on Thursday projected a surge of more than 50% in capital expenditures this year, joining its peers in a spending spree to build out artificial-intelligence infrastructure, and sending...