$Alphabet(GOOG)$GOOG is at a pivotal moment in its history. It faces the biggest threat it has ever faced ( #IA could take away a large part of its search business) and at the same time, it is the company with the greatest raw capacity to take full advantage of AI (due to the amount of data it stores). It will be very interesting to see in a few months how #google will be able (or not) to capitalize on its strength.
$Microsoft(MSFT)$Key strengths include:Resilience to tariffs: With most of its revenue stemming from software and cloud services (Office, Azure, Windows), MSFT avoids many of the risks facing hardware-heavy firms like Apple and NVIDIA.Solid financials: Revenue and profit continue to grow, even as expenses rise. EPS is expanding, and the stock’s P/E has come down, making it more attractive despite market underperformance.Global diversification: About half of MSFT's revenue is international, insulating it from U.S. recession fears.Cloud dominance: Azure leads revenue growth, supported by buybacks, rising dividends, and strong AI integration.Investment thesis: MSFT remains a strong buy for both aggressive (up to 5%) and con
$Alphabet(GOOG)$Bought GOOG 7/18 155 strike calls on 4/3. Have been holding through expected turbulence, with eyes toward managing after earnings or if the share price crosses 166. Would be 0% surprised if they announced share buybacks after earnings.This was an asymmetric risk move, expecting that at the point of purchase, there was greater potential upside than downside, based on valuation. Despite tech rolling over early in pullbacks, there comes a point during extended pain when investors go back to the security of high cash flows. Earnings will remind investors of GOOG balance sheet strength.
$Microsoft(MSFT)$MSFT has reclaimed its place as the world’s most valuable public company. The tech giant now holds a market capitalization of $2.64 trillion, surpassing Apple Inc. Meanwhile, Microsoft appears less exposed to tariff risks. the company remains a stable large-cap stock during ongoing market volatility. Microsoft previously held the top spot briefly last year but was overtaken by Apple and Nvidia , now ranked third at $2.35 trillion.a potential bounce toward $468, the recent high. If the trend holds, Microsoft may attempt a new all-time high.
$Alphabet(GOOG)$after waiting patiently for a couple of weeks, Google is now perfectly retesting the previous all time high resistance, which is turned support after the bullish break and retest. Since I think that the stock market bottom is in, Google might just reverse right here.
$Microsoft(MSFT)$Microsoft fired employee protestors disrupting their anniversary event. This has sent shockwaves through both the company's internal circles and the tech industry at large. It's a complex situation that begs the question: Is this a sign of internal strife or strong leadership? 🚀 Analysts still see huge AI potential! Microsoft has been at the forefront of AI research and development. Their investments in AI technologies. Despite this internal turmoil, the long - term prospects for Microsoft in the AI space remain bright. The company has the resources, talent, and market influence to continue driving innovation in AI and potentially capture a significant share of the growing AI market.
$Alphabet(GOOG)$Very good technical analysis supported by facts that reflect Alphabet’s current price movements.Google hiring 25000 employees in AI and with 15% bonus is not a joke. Google has learned its lesson overtime against antitrust and monopoly complaints mostly from the EU. The management staff and dedicated engineers are working day and night and have in heart the investors interest.Google is here to stay and for many more decades.The United States shall find ways to protect this milestone company instead of playing the EU antitrust and monopoly complaint games.
$Microsoft(MSFT)$Microsoft has been affected by a downturn, similar to other tech firms, though it remains relatively stable given its strategic positioning and strong market presence. - Expert Analysis: Analysts observe potential reversal signals, pegging Microsoft's strength on partnerships and its role within the tech ecosystem. This could cushion the company amidst broader market challenges and provide potential recovery. - News Impact: Geopolitical developments have temporarily affected MSFT due to tariff-related fears. However, sentiment around Microsoft's 50th anniversary might spur speculative interest, adding nuanced layers to investor sentiment this week.
$Alphabet(GOOG)$Even Google being such a powerhouse is not able to prevent the value loss Trump has created. This weekend the Germans in Berlin and Frankfurt protested the "fascist actions and policies" of America. Only took Trump 75 days to turn the world against us, eliminate century long allies and destroy the strongest economy in the world.
$Microsoft(MSFT)$TOPW is an IDEAL bounce play candidate; in an odd way this actually ended up being a victim of the recent “IPO mania”: halted non-stop in the first day of trading (legitimately barely traded - kept halting up killing all momentum) & since then it’s been beat down well below the $4.00 initial IPO value now. Hit $13.20… easy 100-200% from these levels. Low float! It’ll run hard!