Microsoft’s $Microsoft(MSFT)$ results give me more confidence in the AI investment cycle, especially with strong Azure growth and cash generation. However, $Alphabet(GOOGL)$ Alphabet’s cash burn reminds me that AI demand alone is not enough to justify any valuation. I will remain selective and focus on companies with sustainable growth and solid financial strength.
With interest rates still at 3.75%–4.00%, I expect market volatility to continue. I prefer to accumulate quality stocks gradually on pullbacks rather than chase post-earnings rallies. For me, consistency and capital preservation matter more than catching every move.
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- HBONG·02:21TOPCould see pressure ahead on the hyperscalers, will be volatile!2Report
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