To The Moon

Four of the Mag 7 have reported earnings this week, and the divergence is getting very real. Meta surged +10% against the tape. Microsoft wiped out $357B in market cap, the 2nd-largest single-session value drop in stock market history. Tesla and Apple were underwhelming. Little price reaction. Let’s break down the scoreboard for these four mega-cap tech giants. 🏆 The Winners $Apple(AAPL)$: “Ecosystem Dominance at Scale” Revenue $143.8B, EPS $2.84 — a clean beat across the board. Why it’s on the winners list: Ultra-high user loyalty powered iPhone revenue +23%. Even more impressive, Greater China revenue flipped sharply higher to +38% YoY, crushing market concerns. A record 48.2% gross margin proves Apple’s unmatched ability to leverage its supply

🌟4 Titans are at a crossroad. Conviction is being tested. Investors are forced to choose whether they trust the story or the noise. 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. G

1. Would I buy $Microsoft(MSFT)$ yes I would buy Microsoft because it has high growth prospects 2. No meta $Meta Platforms, Inc.(META)$ Facebook advertising driven growth is not sustainable 3.$Apple(AAPL)$ has long term memory supply contracts which are not impacted by market pricing 4. Yes, $Tesla Motors(TSLA)$ will deliver something in 2026 but we don’t know what it will do

yes will buy Microsoft. a good dip. meta can chased higher. apple no longer innovative . tesla keep slipping

Surprised at the divergence and probably best to do nothing for a while.

$Microsoft(MSFT)$  Just loaded 46shares at ~$436!

From my view, Microsoft’s $Microsoft(MSFT)$ drop looks like a valuation reset rather than a broken business. Azure is still growing at a very high level, but the market owned MSFT for acceleration, not deceleration. I’d be cautious but constructive — $400 feels like a reasonable first entry, though I’d scale in slowly rather than go all-in. Meta $Meta Platforms, Inc.(META)$ is the clearest winner for me. The +10% move is supported by real ad re-acceleration and visible AI-driven efficiency gains. I wouldn’t chase after a vertical rally, but on consolidation or pullbacks, this still looks like a stock you want to own. Apple $Apple(AAPL)$ delivered objectivel

I would buy msft here, at 400 and again 360. every 40 bucks drop, just buy. thank me 10 years later. meta don't chase la. wait for dip then buy. Apple I ignore. not interested. Tesla I KIV. looks like it's not a car company anymore

$Microsoft(MSFT)$  good stock to buy. Good opportunity to get when dip. 

$Microsoft(MSFT)$  oj

$Microsoft(MSFT)$  buy on dip.

$Microsoft(MSFT)$   Here’s a clean, market-level explanation of that Microsoft move, tying price action to fundamentals and expectations (not just the headline numbers). ⸻ Why Microsoft Fell ~10% Despite “Good” Fundamentals At first glance, Microsoft’s results looked strong: • Q2 revenue +15% YoY (constant currency) • Azure +38%, beating expectations • Microsoft 365 Commercial +14%, driven by pricing and subscriber growth So why did the stock sell off hard? Because stocks don’t trade on whether results are good — they trade on whether results are better than what was already priced in. ⸻ 1. Expectations Were Extremely High (Especially for AI) Going into earnings, the buy-side narrative was: • Azure acceleration

Microsoft sank 10% despite solid fundamentals. Q2 revenue grew 15% YoY in constant currency, beating expectations, with Azure up 38% and Microsoft 365 Commercial rising 14%, driven by steady subscriber and pricing gains. However, ongoing supply-chain constraints capped upside versus buy-side hopes, reviving concerns over near-term Al monetization and delivery capacity. Risks to Monitor Supply Chain Delays: If GPU shortages persist beyond 2024, Azure growth could stall near 30%. Enterprise Spending Pullback: Fed rate hikes could pressure cloud budgets. Regulation: FTC scrutiny of OpenAI partnership remains a wildcard. Valuation: Fair at $400? Post-Drop Metrics: P/E: ~32x forward earnings (vs. 5-yr avg: 35x) FCF Yield: ~2.5% (slightly below historical avg) Price/Sales: ~11x (elevated but jus

Microsoft’s rare ~10% drop slapped a bit of caution into the market — not fear, just a reminder that even mega-caps can stumble when sentiment shifts faster than a GPU price cycle. If NVidia keeps its footing, the AI narrative still hums; if not, tech bears might sniff broader cooling. The S&P 500 ETF (VOO) is now our macro barometer: stabilize there and this looks like rotation, break down and it’s broader caution. Volatility isn’t a villain — it’s just opportunity wearing a mask. Long-term: growth story intact; short-term: stay disciplined.

$Vanguard ETF(VOO)$  $NVIDIA(NVDA)$  $Microsoft(MSFT)$   📉 Stocks to Watch Today (After Microsoft’s ~10% Drop) $Vanguard ETF (VOO)$ $NVIDIA (NVDA)$ $Microsoft (MSFT)$ Microsoft’s sharp drop is shaking the market, but big pullbacks often create new opportunities — not just fear. 🔹 $MSFT$ — Oversold Bounce Watch A 10% drop in a mega-cap is rare. Watching for dip buyers, rebound attempts, or further weakness. 🔹 $NVDA$ — Sentiment Leader If Nvidia holds strong, AI momentum may remain intact. Weakness could signal broader tech cooling. 🔹 $VOO$ — Market Direction Gauge S&P 500 ETF shows whether this is a tech-

Last week’s batch of data / reports, points to a US economy heading into 27–28 January FOMC with solid growth, a still-tight labour market, and inflation stuck just above target rather than re-accelerating. Below are the details. Jobless Claims. Weekly Claims: For week ending 17 Jan 2026, weekly claims rose by 1,000 to 200,000 versus consensus estimated a rise to 209,000. The 4-week moving average dropped to 201,500, its lowest level since early 2024, indicating that layoffs are not yet a primary driver of economic concern. (see below) Continuing Claims: For the week ending 10 Jan 2026, continuing claims fell by -26,000 to 1.849 million, remaining below the average seen in H2 2025. (see above) The decrease suggests that while hiring has been slow, those currently unemployed are finding it

$Microsoft(MSFT)$ ​📉 The Setup: The Post-Earnings Flush & Technical Floor ​The market is currently punishing Microsoft for "only" growing Azure at 37% and increasing Capex. For us, that means we get to buy a world-class compounder at a 20% discount from its highs. ​Support Sniper: The $425–$435 zone is a relatively good support area. We are currently sitting right at the "flush bids" level where smart money accumulates after a temporary earnings miss. 🛡️ ​P/E Compression: At $433, MSFT is trading at a forward P/E of ~29x. Considering it's forecast to grow EPS by 15–20% in 2026, we are buying this growth at a PEG ratio that is significantly more attractive than it was just 48 hours ago. 📉✅ ​Oversold Bounce: The stock dropped nearly 10% in

🌟🌟🌟3 Keywords define this week's earnings: AI Capex Surge, Beat But Sold Off & Physical AI Narrative & Capex Spending Plan. Meta vs Microsoft - One fell, one rose. Why? Microsoft delivered great results but capex rose. The physical AI buildout is massive with data centers, chips. The payoff is there but long dated & the market is tired of waiting.  Investors wanted a victory lap but  they got more capex. Microsoft didn't stumble on fundamentals. It stumbled on expectations. Meta rose because it is able to link    its AI spending to efficiency & ROI.  Ads are re-accelerating. Margins are expanding. Guidance is confident without sounding reckless. Meta didn't just reported numbers.  It delivered reassurance. Investors rewarded that clarity.

Microsoft. ROI Payback Test + Beat But Sold Off + Capex / Spending Plan

$Microsoft(MSFT)$ $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  I’m documenting a rare multi-sector repricing where Microsoft’s worst day in five years cascaded into SaaS, long-duration growth, and quantum equities, signalling a regime shift in risk appetite, valuation tolerance, and AI capital narratives. NZT time, 30Jan26 🇳🇿 📉💻 Microsoft is down -12% on 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Microsoft’s fundamentals remain strong, yet price action reflects OpenAI concentration exposure, record AI CapEx intensity, Azure growth optics, and long-duration valuation compression rather than earnings impa

$Microsoft(MSFT)$ Thank you Microsoft for this price.

Four of the Mag 7 have reported earnings this week, and the divergence is getting very real. Meta surged +10% against the tape. Microsoft wiped out $357B in market cap, the 2nd-largest single-session value drop in stock market history. Tesla and Apple were underwhelming. Little price reaction. Let’s break down the scoreboard for these four mega-cap tech giants. 🏆 The Winners $Apple(AAPL)$: “Ecosystem Dominance at Scale” Revenue $143.8B, EPS $2.84 — a clean beat across the board. Why it’s on the winners list: Ultra-high user loyalty powered iPhone revenue +23%. Even more impressive, Greater China revenue flipped sharply higher to +38% YoY, crushing market concerns. A record 48.2% gross margin proves Apple’s unmatched ability to leverage its supply

Last week’s batch of data / reports, points to a US economy heading into 27–28 January FOMC with solid growth, a still-tight labour market, and inflation stuck just above target rather than re-accelerating. Below are the details. Jobless Claims. Weekly Claims: For week ending 17 Jan 2026, weekly claims rose by 1,000 to 200,000 versus consensus estimated a rise to 209,000. The 4-week moving average dropped to 201,500, its lowest level since early 2024, indicating that layoffs are not yet a primary driver of economic concern. (see below) Continuing Claims: For the week ending 10 Jan 2026, continuing claims fell by -26,000 to 1.849 million, remaining below the average seen in H2 2025. (see above) The decrease suggests that while hiring has been slow, those currently unemployed are finding it

🌟4 Titans are at a crossroad. Conviction is being tested. Investors are forced to choose whether they trust the story or the noise. 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. G

1. Would I buy $Microsoft(MSFT)$ yes I would buy Microsoft because it has high growth prospects 2. No meta $Meta Platforms, Inc.(META)$ Facebook advertising driven growth is not sustainable 3.$Apple(AAPL)$ has long term memory supply contracts which are not impacted by market pricing 4. Yes, $Tesla Motors(TSLA)$ will deliver something in 2026 but we don’t know what it will do

$Microsoft(MSFT)$   Here’s a clean, market-level explanation of that Microsoft move, tying price action to fundamentals and expectations (not just the headline numbers). ⸻ Why Microsoft Fell ~10% Despite “Good” Fundamentals At first glance, Microsoft’s results looked strong: • Q2 revenue +15% YoY (constant currency) • Azure +38%, beating expectations • Microsoft 365 Commercial +14%, driven by pricing and subscriber growth So why did the stock sell off hard? Because stocks don’t trade on whether results are good — they trade on whether results are better than what was already priced in. ⸻ 1. Expectations Were Extremely High (Especially for AI) Going into earnings, the buy-side narrative was: • Azure acceleration

$Microsoft(MSFT)$ $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  I’m documenting a rare multi-sector repricing where Microsoft’s worst day in five years cascaded into SaaS, long-duration growth, and quantum equities, signalling a regime shift in risk appetite, valuation tolerance, and AI capital narratives. NZT time, 30Jan26 🇳🇿 📉💻 Microsoft is down -12% on 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Microsoft’s fundamentals remain strong, yet price action reflects OpenAI concentration exposure, record AI CapEx intensity, Azure growth optics, and long-duration valuation compression rather than earnings impa

yes will buy Microsoft. a good dip. meta can chased higher. apple no longer innovative . tesla keep slipping

Surprised at the divergence and probably best to do nothing for a while.

From my view, Microsoft’s $Microsoft(MSFT)$ drop looks like a valuation reset rather than a broken business. Azure is still growing at a very high level, but the market owned MSFT for acceleration, not deceleration. I’d be cautious but constructive — $400 feels like a reasonable first entry, though I’d scale in slowly rather than go all-in. Meta $Meta Platforms, Inc.(META)$ is the clearest winner for me. The +10% move is supported by real ad re-acceleration and visible AI-driven efficiency gains. I wouldn’t chase after a vertical rally, but on consolidation or pullbacks, this still looks like a stock you want to own. Apple $Apple(AAPL)$ delivered objectivel

Microsoft sank 10% despite solid fundamentals. Q2 revenue grew 15% YoY in constant currency, beating expectations, with Azure up 38% and Microsoft 365 Commercial rising 14%, driven by steady subscriber and pricing gains. However, ongoing supply-chain constraints capped upside versus buy-side hopes, reviving concerns over near-term Al monetization and delivery capacity. Risks to Monitor Supply Chain Delays: If GPU shortages persist beyond 2024, Azure growth could stall near 30%. Enterprise Spending Pullback: Fed rate hikes could pressure cloud budgets. Regulation: FTC scrutiny of OpenAI partnership remains a wildcard. Valuation: Fair at $400? Post-Drop Metrics: P/E: ~32x forward earnings (vs. 5-yr avg: 35x) FCF Yield: ~2.5% (slightly below historical avg) Price/Sales: ~11x (elevated but jus

$Microsoft(MSFT)$ ​📉 The Setup: The Post-Earnings Flush & Technical Floor ​The market is currently punishing Microsoft for "only" growing Azure at 37% and increasing Capex. For us, that means we get to buy a world-class compounder at a 20% discount from its highs. ​Support Sniper: The $425–$435 zone is a relatively good support area. We are currently sitting right at the "flush bids" level where smart money accumulates after a temporary earnings miss. 🛡️ ​P/E Compression: At $433, MSFT is trading at a forward P/E of ~29x. Considering it's forecast to grow EPS by 15–20% in 2026, we are buying this growth at a PEG ratio that is significantly more attractive than it was just 48 hours ago. 📉✅ ​Oversold Bounce: The stock dropped nearly 10% in

I would buy msft here, at 400 and again 360. every 40 bucks drop, just buy. thank me 10 years later. meta don't chase la. wait for dip then buy. Apple I ignore. not interested. Tesla I KIV. looks like it's not a car company anymore

$Microsoft(MSFT)$  Just loaded 46shares at ~$436!

$Microsoft(MSFT)$  good stock to buy. Good opportunity to get when dip. 

$Vanguard ETF(VOO)$  $NVIDIA(NVDA)$  $Microsoft(MSFT)$   📉 Stocks to Watch Today (After Microsoft’s ~10% Drop) $Vanguard ETF (VOO)$ $NVIDIA (NVDA)$ $Microsoft (MSFT)$ Microsoft’s sharp drop is shaking the market, but big pullbacks often create new opportunities — not just fear. 🔹 $MSFT$ — Oversold Bounce Watch A 10% drop in a mega-cap is rare. Watching for dip buyers, rebound attempts, or further weakness. 🔹 $NVDA$ — Sentiment Leader If Nvidia holds strong, AI momentum may remain intact. Weakness could signal broader tech cooling. 🔹 $VOO$ — Market Direction Gauge S&P 500 ETF shows whether this is a tech-

Microsoft’s rare ~10% drop slapped a bit of caution into the market — not fear, just a reminder that even mega-caps can stumble when sentiment shifts faster than a GPU price cycle. If NVidia keeps its footing, the AI narrative still hums; if not, tech bears might sniff broader cooling. The S&P 500 ETF (VOO) is now our macro barometer: stabilize there and this looks like rotation, break down and it’s broader caution. Volatility isn’t a villain — it’s just opportunity wearing a mask. Long-term: growth story intact; short-term: stay disciplined.

$Microsoft(MSFT)$  oj

$Microsoft(MSFT)$  buy on dip.

$Microsoft(MSFT)$ DCA-ed 1 more MSFT share at $433.5. ​📉 The Setup: The Post-Earnings Flush & Technical Floor ​The market is currently punishing Microsoft for "only" growing Azure at 37% and increasing Capex. For us, that means we get to buy a world-class compounder at a 20% discount from its highs. ​Support Sniper: The $425–$435 zone is a relatively good support area. We are currently sitting right at the "flush bids" level where smart money accumulates after a temporary earnings miss. 🛡️ ​P/E Compression: At $433, MSFT is trading at a forward P/E of ~29x. Considering it's forecast to grow EPS by 15–20% in 2026, we are buying this growth at a PEG ratio that is significantly more attractive than it was just 48 hours ago. 📉✅ ​Oversold Boun

🌟🌟🌟3 Keywords define this week's earnings: AI Capex Surge, Beat But Sold Off & Physical AI Narrative & Capex Spending Plan. Meta vs Microsoft - One fell, one rose. Why? Microsoft delivered great results but capex rose. The physical AI buildout is massive with data centers, chips. The payoff is there but long dated & the market is tired of waiting.  Investors wanted a victory lap but  they got more capex. Microsoft didn't stumble on fundamentals. It stumbled on expectations. Meta rose because it is able to link    its AI spending to efficiency & ROI.  Ads are re-accelerating. Margins are expanding. Guidance is confident without sounding reckless. Meta didn't just reported numbers.  It delivered reassurance. Investors rewarded that clarity.