$Microsoft(MSFT)$ Microsoft has a 40% net margin, and they are making more money than Google. I think this stock could be hitting all-time highs before too long.
$Apple(AAPL)$ $SPDR S&P 500 ETF Trust(SPY)$ $Microsoft(MSFT)$ It seems like Apple wasn't going to be left out of the market rescue. These two old competing juggernauts pulling through together in the end is not something a lot of people saw coming.
$Alphabet(GOOGL)$ Google should rally based on Microsoft's earnings and what they indicated for AI. If it falls, the market is just too slow to realize what's coming. I'm buying any dip here. $350 feels like the minimum. Depending on Amazon's earnings, getting back to $350 by the end of the week seems absolutely possible.
$Alphabet(GOOGL)$ This is the best stock for me. My average is 383, and I'm holding for 10 years. After those 10 years, I'll reassess whether I want to hold for another 10. I'll keep selling calls and reinvesting along the way.
$Alphabet(GOOGL)$ How many market timers got caught off guard by this move higher? Walsh was Trump's pick. Did anyone really expect rates to go up? Of course, Walsh still has to make it look like the Fed is independent from any outside influence... sure, wink wink.
$Alphabet(GOOGL)$ Gemini and Grok have been a huge help for me. I'm limited by my own thinking, but the AI $Tesla Motors(TSLA)$ just searches objectively and gives me a direction that keeps me on an even keel. Humanity has never seen anything like it. These AI tools know everything, but they cannot do or experience what we can. Elon Musk is right. Brave new world out there.
$Microsoft(MSFT)$ I'm really tempted to go in with a full position just for the earnings. It's been beaten down for over a year now and feels due for a big gap up.
$Microsoft(MSFT)$ After the earnings report, I'm hoping August turns into a recovery month and we see a move back toward the previous high of $470. Fundamentals still look solid to me — MSFT is a tech giant, sitting on a backlog of $620 billion, and the company keeps innovating with steady cash flow coming in.
$Alphabet(GOOGL)$ Hyperscalers are getting hit for pouring so much into AI capex, but they are probably the ones that will still be standing and capitalizing the most in the end. These are well-run companies — temporary negative cashflows are not the end of the world. Market sentiment will shift.