$Microsoft(MSFT)$ If the selloff is truly due to the downgrade, it's quite amusing considering the fortune-teller from Wall Street only has a 16.5% success rate – about as reliable as a monkey throwing darts.
SoftBank's $5.8B divestment from $NVIDIA(NVDA)$ sent shockwaves through tech stocks, with AI-related shares taking a nosedive. But let's not get it twisted - this isn't an AI exit strategy. They're just shifting gears to pour capital into infrastructure plays like $Oracle(ORCL)$ and $Microsoft(MSFT)$ -backed OpenAI. Want exposure to OpenAI? Buying $Microsoft(MSFT)$ shares might be the smartest workaround given their 33% stake. The market's hyperventilating over the sell-off while missing the real playbook rewrite. Looks like Christmas came early for $Microsoft
$Microsoft(MSFT)$ The bromance between DT and Musk has reached new heights, with these mates plotting to axe subsidies for $Tesla Motors(TSLA)$ and SpaceX. While this dynamic duo's antics might rattle global markets and stir up trouble with GDP growth, inflation pressures, trade wars and Ukraine tensions - here's the kicker: $Microsoft(MSFT)$ 's golden product lineup remains bulletproof. From boardrooms to living rooms, their productivity tools are as essential as vegemite toast. No matter how the cookie crumbles, this tech stalwart's staying power is clearer than Sydney Harbour. Keep stacking those shares, cobber.
$Microsoft(MSFT)$Also. MSFT wasted tons of cash on purchasing ActivationBlizzard and suffering huge lost from investment on AI. They have little cash but record high debt now. Doing massive buyback will crash this stock even harsher.
$HSI(HSI)$Chinese shares are still so undervalued that there is still a long run to go..... If we only compare BABA with AMZN you will find out that the NETT debt of Amzn is the Nett cash from Baba. Just analyse the statistics reported on Yahoo finance.
$Micron Technology(MU)$This cannot be good news for overpriced micron can it? I thought demand was insatiable. Stock of critical chip firm ASML drop 5% as sales miss expectations with 22% fall. Adjusting to FEDs adjusting. Bet is risk-off, almost no rate cut with perhaps slim chance of raise in rate. This is not just for MU, but the whole market. Oh, MU way overbought didn't help either. Look at the 6 month MU chart with technicals superimposed.
$Meta Platforms, Inc.(META)$When they banned dis go up a few hundred points easy money. This time if the ER is good and it bounces, I AM SELLING it and will buy it back after it gives up all the gains. Just as soon jon the trend. I may decide to take the chance that it won't go up much, and let my profits simmer in a nice 4.5% savings yield, for 2, maybe 3 months, and hopefully get back in at the same selling price, or better yet, less.