💰 “Big Tech’s Trillion Dollar War: Microsoft Wins This Round—Apple or Nvidia Next?
Microsoft Enters the $4 Trillion Club! Who’s Next?
I have always believed in the power of innovation, and this recent milestone proves it once again. When Microsoft crossed the $4 trillion market cap after an earnings beat, I felt reassured in my long-term holdings. I hold Microsoft because I see it not just as a software company, but as a foundational pillar in the AI revolution. Its enterprise dominance and tight integration of AI into Office, Azure, and Copilot give it enduring pricing power and recurring revenue.
At the same time, I also hold Meta. When it surged 11% after smashing second-quarter forecasts and providing a bullish outlook, I saw the market affirm what I already knew: Meta’s ad empire is alive and well, and its AI infrastructure—from LLaMA to Quest and Ray-Ban AR—is positioning it for long-term ecosystem dominance. I appreciate its boldness in spending heavily on AI; I think it’s planting the seeds for the next trillion-dollar breakthrough.
As for Nvidia, I think the AI spending from both Microsoft and Meta is a huge plus for me. I hold Nvidia too—bought at $109—and I believe it sits at the center of this AI arms race. As long as these tech titans invest in large language models, inference, and custom training, Nvidia will keep printing record revenue. That’s great for me as a shareholder.
Apple? I think it’s the next to join the $4T club. I own Apple too, and I’m watching how their Apple Intelligence rollout plays out. With their tie-up with OpenAI and ChatGPT integration into iOS, I think this could finally be their post-iPhone growth engine.
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🧠 Technical Analysis (TA) Overview
📈 Microsoft (MSFT):
• Price Action: Currently in strong uptrend. Broke out of $440 resistance and holding above 20D and 50D EMAs.
• RSI: ~68 — approaching overbought, but momentum remains intact.
• Support Levels: $425 (short-term), $400 (major).
• Outlook: Bullish continuation likely unless sharp macro reversal.
📈 Meta Platforms (META):
• Price Action: Exploded past $525 resistance after earnings. Gap up shows strong institutional buying.
• RSI: ~74 — overbought, but healthy consolidation expected.
• Support Levels: $510 (gap fill), $480 (50D EMA).
• Outlook: Bullish but may cool off. A retracement is an opportunity for me to add.
📈 Apple (AAPL):
• Price Action: Struggling to break $220 all-time high cleanly. Forming a base near $215.
• RSI: ~60 — room to run.
• Support: $205 (major trendline), $198 (previous resistance).
• Outlook: Neutral to bullish. I will accumulate more if it dips near $205.
📈 Nvidia (NVDA):
• Price Action: Holding firm above $125, looks ready for another breakout. Consolidating after massive run.
• Bollinger Bands: Tightening, signaling a potential breakout.
• Support: $117 (20D EMA), $110 (psychological + support).
• Outlook: Bullish. I’ll consider adding more on dips near $110 again.
⸻@Daily_Discussion @TigerEvents @TigerStars @TigerEvents$Microsoft(MSFT)$
I hold them because I see the AI future—and I want to own the picks and shovels fueling the gold rush.
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- Merle Ted·08-02Market will be fine , can't go up everyday and great opportunity to scoop up msft shares if you have extra cash and hold for long !LikeReport
- JackQuant·08-01Insightful analysis! Stay optimistic while paying attention to drawdowns.LikeReport
- Valerie Archibald·08-01NVDA needs to get back on the bullet train higher!! 🚆LikeReport
