$Microsoft(MSFT)$Google’s $Alphabet(GOOG)$ recent earnings showcased impressive growth in their cloud services, largely fueled by advancements in artificial intelligence. This segment has become a significant driver for Google's overall revenue. However, when comparing to Microsoft (MSFT), it is essential to note that cloud services constitute a much larger percentage of Microsoft's overall earnings. Furthermore, the collaboration with OpenAI, which operates on Azure, adds an additional layer of strength to Microsoft's cloud offerings. Given this context, I anticipate a robust performance in both revenue and earnings when Microsoft reports their earnings next week.
$Microsoft(MSFT)$Hedge funds are driving down Microsoft (MSFT) stock prices, likely with the intention of repurchasing it at lower levels. This strategy severely impacts small investors who follow a buy-and-hold approach. Currently, the stock is down over 40 basis points, translating to a loss of at least $20,000 for every 500 shares owned. Despite this decline, analysts continue to project target prices for MSFT that exceed recent highs, suggesting potential market manipulation. An investigation into the practices of hedge funds and large institutional investors holding MSFT stock may be warranted. For those who can afford to hold their positions, it might be wise to do so, as the stock is expected to recover on the str
$Microsoft(MSFT)$I’m not falling for the small caps gimmick risky assets and we aren’t even reassured cuts I hope Wall Street keeps cutting face and regrets it later on. Personally still bulllish on mega caps I never trust the word on wall stMSFT is back in my portfolio! Going to be the first large cap to truly show positive AI impact on earnings. Finally got a good entry point!
$Microsoft(MSFT)$AI will be like hover boards. Everyone expected a levitating board, and they delivered a board with wheels. With AI, everyone hopes for robots and making our lives easier, but all we get is AI art that struggles with creating hands and feet. AI is like a politician. It over promises and under delivers.
$Microsoft(MSFT)$Relax......the Nasdaq is down 8% from it's high, and MSFT is down 10% from it's high of $468. I have been adding trading shares down here (vs investment shares I have under $200). Can't wait for next week earnings. Satya will not disappoint.
$Meta Platforms, Inc.(META)$I think META will increase its CapEx outlook again because of AI on this earnings call. I have no idea how the market will take it this time, but given the recent fall in the stock as a long-term investor, I am starting to get intrigued about adding to my position again, even before earnings.
$Meta Platforms, Inc.(META)$I like the stock: 1. cost cutting reports in reality labs 2. no insane run up before earnings. the stock has cooled off a bit and flying under the radar. 3. no insane overvaluation. one of the lowest PE ratio of the mag 7. 4. increase in ai spending tanked it last earnings so it's baked in, and zuck hopefully realizes by now the market hates overspending 5. stock has yet to split, great opportunity here to do that
$Meta Platforms, Inc.(META)$Zuckerberg has now seen twice this year that the market will punish you for increased capex on AI. Once in the last earnings. And second in Google's drop the other day. We did see a report that they are reducing spending in reality labs. So hopefully this all has prepared zuck on how to go about this ER.
$Meta Platforms, Inc.(META)$Bought at $500. Dropped to $465 and doubled down. Dropped to $450 and tripled down. Keep selling lower and I'll keep buying. One of the few companies that is actually monetizing from AI. Something I think other companies are still trying to figure out.
$Meta Platforms, Inc.(META)$Next week's earnings could be another land mine with pressure on advertising and a focus on AI spending. If it's like the other hyper-scalers, a good-sized drop in share price could be in the offing (similar to last quarter).Earnings are irrelevant at this company. They just get burnt in Reality Labs. Never buy a company with super voting shares IMO.
$Taiwan Semiconductor Manufacturing(TSM)$ Kammy does not own the market. Mark my words here. Trump's win is going to be a huge landslide! With that said, TMC produced over 90% of the chips needed across the globe. The need for more advanced chips, less than 3 nm will grow and TMC is the only foundry in position to supply them. The US produced almost no chips, and is hopeful to produce 20% of the globes demand by 2030.[Miser][Miser][Miser]Good luck with that because chip production requires intelligent skilled labor. The people in the US needed to to product those chips are the ones who will be at the Dem Convention next month buring flags.TMC is building a facility in AZ. Their biggest obstacle is finding quality labor in
$Alphabet(GOOG)$How Alphabet can continue growing revenue 15% per year is totally beyond me. I would've thought that the digital advertising space would be relatively mature by now and that increased competition from other companies would have pushed growth down to single digits by now. This is also a really strong signal that the "real" economy is in much better shape than people seem to think. Google's revenue is the marketing budget for businesses of all sizes around the world. Those budgets would be cut if businesses were experiencing stress.
$Alphabet(GOOG)$Great buying opportunity. SearchGPT cannot supplant Google. Google is literally synonymous with Internet search. They made billions upon billions in profit every quarter. The squeeze back to $185 next week will be fun. This is a small pullback before it rockets.
$Advanced Micro Devices(AMD)$Was bullish but I sold at 183 and never looked back, sorry earnings are gonna be bad likely, am5 processors have issues, just had to RMA my 7950x3d after a year, on the AMD forums, this has been happening alot for the new chips. They are great performing chips but reliability issues, hopefully the 9000s will fix this issue[Grin][Grin][Grin]
$Alphabet(GOOG)$looks like SearchGPT could be one of the trigger, market apparently know it will be announced today hence the GOOG drop for the last two days. But seriously it is not easy to accumulate expertise and experience in the search area, it is too early for SearchGPT + Bing to do any real damage to Google. It is literally impossible for OpenAI to host SearchGPT at large scale by itself, and we all know Bing sxxks in search, so no worries.
$Advanced Micro Devices(AMD)$has lost $50 in less than 2 weeks. That’s beyond scary. There’s literally no end to this drop. AMD will be under $100 in August if they miss their earnings / don’t raise forecast next Tuesday. [Sad][Sad][Sad]
$Advanced Micro Devices(AMD)$ I've been through this a hundred times it can shrink but it'll come back and that's where I'm at I bought it $3 I don't care if it's 100 or 200 I'm going to sell when I get ready what gets me is that all of The Insider Traders and crooked politicians or in the swamp they need to be driven out by the man give the power back to the people not to the individuals that want to control the government millionaires billionaires people control it you better get back to your original conception. I'm serious I'm not selling my shares at AMD before 203 dollars a share[Lovely][Lovely][Lovely]
$Alphabet(GOOG)$WS wants you to panic, CNBC and other media wants you to panic, its good for clicks and YT vloggers want you to panic. Its all good for driving clicks. Stay the course DCA , this is a great time if you are long term investor. The worm will turn, it always does.
$Alphabet(GOOG)$One of the biggest and most profitable companies on earth, beat earnings solidly. Wall Street is using the AI scare to drive price down before loading up. It won't bend much more and you can count on a surge up.will purchase more if it drops around $150 and hold until it's back to $185
$Advanced Micro Devices(AMD)$ has taken a hit recently, but there's a lot to be optimistic about. They've got a killer product lineup coming, are stealing market share from Intel and Nvidia, and are expanding into new areas with strong partnerships. Plus, their finances are solid, allowing for big R&D investments. If they meet their upcoming earnings and raise forecasts, the stock could rebound quickly. Given the tech market's overall growth and potential positive analyst reviews, AMD hitting or surpassing $200 by year's end isn't far-fetched.[Smart][Smart][Smart]
Geopolitical Tension Should Not Be the Reason to Avoid ASML
ASML ( $ASML Holding NV(ASML)$ ) is currently trading 20.58% below its all-time high of $1098.95 and remains 2.55% higher than its previous low of $852.84. Key Points About ASML: 1) Lower Earnings Growth Due to Reduced EUV Deliveries, Expected to Change in 2H2024 Both sales and net profit beat street expectations: Net sales: €6.24 billion vs €6.03 billion expected Net profit: €1.58 billion vs €1.43 billion expected 2Q2024 sales saw a -9.55% YoY growth, while operating income declined -18.93% YoY. The primary reason for lower revenue/operating income growth is the reduced EUV deliveries in Q1 and Q2. Only 19 EUV systems were sold in Q1 and Q2 2024, compared to 31 during the same period last year. During ASML’s earnings call, CEO Christophe Fouq
Hello everyone! Today i want to share some technical analysis with you!1. $NVIDIA Corp(NVDA)$ Hard bounce at the April 19th pivot VWAP zone today.2. $Advanced Micro Devices(AMD)$ Since the start of 2023, the RSI has only been this oversold 4 other times. Generally, there were multi-day bounces afterward.3. $Dell Technologies Inc.(DELL)$ A notable breakdown through the diagonal trend zone today.4. $Apple(AAPL)$ Getting TOIGHT.5. $CrowdStrike Holdings, Inc.(CRWD)$ Starting to break down through this trend zone.Follow me to learn more about analysis!!https://x.com/Jake__Wujastyk
SMCI, QQQ, LULU, DXCM& SMH Underwent Great Pressure!
Hello everyone! Today i want to share some technical analysis with you!1. $VanEck Semiconductor ETF(SMH)$ versus % of semi stocks above their 50D SMABreadth saying we may have some more pain ahead. 🤕2. $Invesco QQQ(QQQ)$ This ~9 month ascending channel seems important. 👀3.Oh my. 😳 $DexCom(DXCM)$ 🔴 -33% in after hours.4. $SUPER MICRO COMPUTER INC(SMCI)$ ENTER THE VOID. 😶🌫️5. $Lululemon Athletica(LULU)$ practicing its downward dog through +4 years of support. 🧘Follow me to learn more about analysis!!https://x.com/TrendSpider
$Taiwan Semiconductor Manufacturing(TSM)$ Kammy does not own the market. Mark my words here. Trump's win is going to be a huge landslide! With that said, TMC produced over 90% of the chips needed across the globe. The need for more advanced chips, less than 3 nm will grow and TMC is the only foundry in position to supply them. The US produced almost no chips, and is hopeful to produce 20% of the globes demand by 2030.[Miser][Miser][Miser]Good luck with that because chip production requires intelligent skilled labor. The people in the US needed to to product those chips are the ones who will be at the Dem Convention next month buring flags.TMC is building a facility in AZ. Their biggest obstacle is finding quality labor in
$Microsoft(MSFT)$Hedge funds are driving down Microsoft (MSFT) stock prices, likely with the intention of repurchasing it at lower levels. This strategy severely impacts small investors who follow a buy-and-hold approach. Currently, the stock is down over 40 basis points, translating to a loss of at least $20,000 for every 500 shares owned. Despite this decline, analysts continue to project target prices for MSFT that exceed recent highs, suggesting potential market manipulation. An investigation into the practices of hedge funds and large institutional investors holding MSFT stock may be warranted. For those who can afford to hold their positions, it might be wise to do so, as the stock is expected to recover on the str
$Microsoft(MSFT)$Google’s $Alphabet(GOOG)$ recent earnings showcased impressive growth in their cloud services, largely fueled by advancements in artificial intelligence. This segment has become a significant driver for Google's overall revenue. However, when comparing to Microsoft (MSFT), it is essential to note that cloud services constitute a much larger percentage of Microsoft's overall earnings. Furthermore, the collaboration with OpenAI, which operates on Azure, adds an additional layer of strength to Microsoft's cloud offerings. Given this context, I anticipate a robust performance in both revenue and earnings when Microsoft reports their earnings next week.
$Advanced Micro Devices(AMD)$ has taken a hit recently, but there's a lot to be optimistic about. They've got a killer product lineup coming, are stealing market share from Intel and Nvidia, and are expanding into new areas with strong partnerships. Plus, their finances are solid, allowing for big R&D investments. If they meet their upcoming earnings and raise forecasts, the stock could rebound quickly. Given the tech market's overall growth and potential positive analyst reviews, AMD hitting or surpassing $200 by year's end isn't far-fetched.[Smart][Smart][Smart]
$Advanced Micro Devices(AMD)$ I've been through this a hundred times it can shrink but it'll come back and that's where I'm at I bought it $3 I don't care if it's 100 or 200 I'm going to sell when I get ready what gets me is that all of The Insider Traders and crooked politicians or in the swamp they need to be driven out by the man give the power back to the people not to the individuals that want to control the government millionaires billionaires people control it you better get back to your original conception. I'm serious I'm not selling my shares at AMD before 203 dollars a share[Lovely][Lovely][Lovely]
$Meta Platforms, Inc.(META)$I like the stock: 1. cost cutting reports in reality labs 2. no insane run up before earnings. the stock has cooled off a bit and flying under the radar. 3. no insane overvaluation. one of the lowest PE ratio of the mag 7. 4. increase in ai spending tanked it last earnings so it's baked in, and zuck hopefully realizes by now the market hates overspending 5. stock has yet to split, great opportunity here to do that
$Alphabet(GOOG)$How Alphabet can continue growing revenue 15% per year is totally beyond me. I would've thought that the digital advertising space would be relatively mature by now and that increased competition from other companies would have pushed growth down to single digits by now. This is also a really strong signal that the "real" economy is in much better shape than people seem to think. Google's revenue is the marketing budget for businesses of all sizes around the world. Those budgets would be cut if businesses were experiencing stress.
$Alphabet(GOOG)$looks like SearchGPT could be one of the trigger, market apparently know it will be announced today hence the GOOG drop for the last two days. But seriously it is not easy to accumulate expertise and experience in the search area, it is too early for SearchGPT + Bing to do any real damage to Google. It is literally impossible for OpenAI to host SearchGPT at large scale by itself, and we all know Bing sxxks in search, so no worries.
$Advanced Micro Devices(AMD)$[Happy][Happy][Happy]My Take...for my Trader friends.° A little longer/lower, another Lo-Close (maybe two) into Vol., ° support at 130±, also AMD's (wkly chart) 100-EMA.° A dip into negative RSI. ° Good contrarian time to buy gentlemen, If one has the 'bulls'.I'll watch it today (Fri.) and at least go in on a half position, at it's intra-day low.Then watch it for a day or two and commit the other half.Whatever you do men good luck, awesome (ai) stock, and potential at a big discount.Godspeed men.
$Microsoft(MSFT)$I’m not falling for the small caps gimmick risky assets and we aren’t even reassured cuts I hope Wall Street keeps cutting face and regrets it later on. Personally still bulllish on mega caps I never trust the word on wall stMSFT is back in my portfolio! Going to be the first large cap to truly show positive AI impact on earnings. Finally got a good entry point!
$Advanced Micro Devices(AMD)$Was bullish but I sold at 183 and never looked back, sorry earnings are gonna be bad likely, am5 processors have issues, just had to RMA my 7950x3d after a year, on the AMD forums, this has been happening alot for the new chips. They are great performing chips but reliability issues, hopefully the 9000s will fix this issue[Grin][Grin][Grin]
$Meta Platforms, Inc.(META)$Next week's earnings could be another land mine with pressure on advertising and a focus on AI spending. If it's like the other hyper-scalers, a good-sized drop in share price could be in the offing (similar to last quarter).Earnings are irrelevant at this company. They just get burnt in Reality Labs. Never buy a company with super voting shares IMO.
$Meta Platforms, Inc.(META)$I think META will increase its CapEx outlook again because of AI on this earnings call. I have no idea how the market will take it this time, but given the recent fall in the stock as a long-term investor, I am starting to get intrigued about adding to my position again, even before earnings.
$Microsoft(MSFT)$AI will be like hover boards. Everyone expected a levitating board, and they delivered a board with wheels. With AI, everyone hopes for robots and making our lives easier, but all we get is AI art that struggles with creating hands and feet. AI is like a politician. It over promises and under delivers.
$Meta Platforms, Inc.(META)$Zuckerberg has now seen twice this year that the market will punish you for increased capex on AI. Once in the last earnings. And second in Google's drop the other day. We did see a report that they are reducing spending in reality labs. So hopefully this all has prepared zuck on how to go about this ER.
$Advanced Micro Devices(AMD)$has lost $50 in less than 2 weeks. That’s beyond scary. There’s literally no end to this drop. AMD will be under $100 in August if they miss their earnings / don’t raise forecast next Tuesday. [Sad][Sad][Sad]