Vixenvixen
10-23

$Alphabet(GOOG)$  

Simple, nobody knows. whoever tells you they know, are foolish.

nonethless, if you run back to the scenario of msft back when it was dropping everyday, 14 consecutive red candles.

Why? Capex worries. And when MSFT announce their ER on the 2nd time, what happened? it went from 320 levels to 450 level. Msft is at 500-ish now. 

These are the companies that can scale in this AI narrative. MSFT, AMZN, GOOG, now meta and very likely, TSLA.

Hence, it is a good opportunity to accumulate.

Also, midterm elections will affect stock prices for sure. I mean it in a good way.

Correction is needed in order to sustain this bull market. 


# 🎁 Write & Win | Earnings Season: Hold or Sell?

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  • huuou
    ·10-26
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    That MSFT analog misses one big thing: cloud margin quality. GOOG can scale, sure, but capex only works if Cloud profitability starts looking real.
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    • Vixenvixen: 
      Sounds familiar when MSFT was getting bashed and spat on
      10-27
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  • LeeSJ
    ·10-29
    Either msft, meta, Google or amazon, all of them keep burning money for chips used to build their own data centers. Investors might not get alarmed for now but if all these money cant be converted into money making machine, they will start to question. And by then, their share price might not be as solid as now.
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  • AMDidass
    ·10-27
    Cool it's quite good that holding this perfect share now and now and now
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