Microsoft: Would I buy at $400? Yes. Its dip isn't about weakness. It is about investors flinching at its AI Capex & slowing cloud growth. Yet long term AI enterprise engine remains intact.
$400 is the level where weak hands panic & strong hands accumulate.
Meta: Can it be chased after a 10% jump?
Yes. I believe Meta's growth runway is long. I see accelerating revenue, AI driven ad strength & its willingness to spend boldly because the growth is real.
Apple: It trades on expectations, not explanations. So even when it says memory cost inflation is manageable, the market hears margins may drop, supply chain is tight. Growth is capped.
Tesla: 2026 is the year where promises must become proof. Robotaxi must scale, not just demo. Optimus must work, not just wave. Tesla must show execution not just hype.
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- zumaΒ·15 minutes agothx1Report