To The Moon

I think the backdrop has become more supportive for technology stocks. Lower oil prices are easing inflation concerns, the stronger yen has reduced liquidity stress, and strong earnings from Microsoft $Microsoft(MSFT)$ and Amazon $Amazon.com(AMZN)$ show that AI investment is generating real business value. That gives me more confidence after the recent pullback. I'm not expecting every AI stock to rally equally. The market is becoming more selective, rewarding companies that can turn AI spending into revenue, profits, and cash flow. I believe the best opportunities remain with businesses that have clear monetization paths. I'm staying invested and will continue adding to high-quality AI names on weakne

What do you mean how far can the tech rally run? It’s at the bottom.

After 3 consecutive weeks of selling, US equity funds saw +$11.83B inflow last week — the largest since June 24. Tech alone soaked up $4.9B. $Goldman Sachs(GS)$ Prime data shows that hedge funds resumed heavy buying of US tech stocks last week! Several key data points are worth noting, which I've listed below: US information technology sector saw net buying for the second consecutive week; From July 24th to 30th, weekly net buying amounted to approximately 3.5% of the total market capitalization of the tech sector; The buying pace was the fastest since December 2022, reaching an intensity of +1.9 standard deviations over the past year; Software, semiconductor equipment, and tech hardware were the three sectors with the largest inflow

Global risk sentiment improved today. Oil prices continued to retreat, easing concerns about energy-driven inflation and higher interest rates. The yen strengthened sharply as intervention expectations grew, temporarily reducing the risk of disorderly currency moves. Strong earnings from Microsoft and Amazon also gave investors more confidence that some AI spending is already producing revenue. Several pressures that had weighed on technology stocks are now easing at the same time. The next test is whether this rebound can gain sustained support from earnings, cash flow and the macro environment. 1. Lower oil gives growth stocks some breathing room The earlier surge in oil prices raised concerns that energy costs would push inflation higher again and reduce the Federal Reserve’s room to ea

Positive signs to stop war for a while 

$Apple(AAPL)$ fell 7.35 per cent on Friday, the only mega-cap to drop hard. The same day, $Amazon.com(AMZN)$ rose 15.32 per cent and $Alphabet(GOOG)$ 6.88 per cent. I left a question hanging last time. Tim Cook's line — memory is tight, it will hit next quarter — went into Apple's guidance, and it went into somebody's revenue too. Friday answered. It answered half. Apple's column got copied down; the column belonging to whoever collects the money got rubbed out. $Micron Technology(MU)$ -5.90%, $SanDisk Cor

$MSFT 20271217 400.0 CALL$ msft have show an excellent earnings report and assured investors by holding the line on its AI capital expenditure. I think this is the one of the reason of its surge. As you see google result is impressive however investor punish because of its expenditure of capex causing negative on cashflow

$Microsoft(MSFT)$   Top 5 Realized Winners ✅ GOOG 2,380 ✅ RYCEY: +$`2,060 ✅ MSFT: +`$923 ✅ U: +$`290 ✅ IBM Sep 2026 $225 Call: +$204 Another milestone reached. Grateful for disciplined execution and risk management. Every trade is a lesson. These happen to be my top five realized winners so far, totaling $`5,856.82 USD. Staying focused on consistency rather than chasing big wins. @TigerBrokers  @Tiger_NZ  @TigerWire  

$Microsoft(MSFT)$  Microsoft proving that its artificial intelligence capital expenditures are generating direct cloud growth effectively broke the market downward trend by easing fears around wasteful tech spending. Demonstrating actual revenue monetization allowed Microsoft to restore investor confidence in the broader technology sector where heavy spending previously triggered selloffs. However, sustaining this momentum throughout the rest of earnings season requires other mega cap peers to validate their own return on investment. Until broader macroeconomic clarity and additional tech earnings confirm consistent cross sector demand, expect the rally to evolve into selective stock picking rather than an uninterrupted broad market surge.

$MSFT 20261218 380.0 CALL$  $Microsoft(MSFT)$  I have been holding this for a long time, and finally it rewarded well. [Miser]  [Happy]   

$Microsoft(MSFT)$  fly high

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Microsoft surged 15% after delivering stronger-than-expected quarterly results, as robust Azure growth helped ease concerns over the company’s massive AI spending. Several Tiger traders caught the rally. $Microsoft(MSFT)$ 👏 Congrats to @Aaronykc, who bought the dip in Microsoft and made US$9,901! 👏 Congrats to @3i4i592654, who made US$9,017! 👏 Congrats to @Terra_Incognita, who made US$9,005! 👏 Congrats to @xiaomaoyizi , who made US$6,538! 👏 Congrats to

🌟🌟🌟I choose Route A: Cloud Platforms - Microsoft, Amazon as the most compelling and fundamentally sound choice following the dramatic earnings results of these 2 companies. The recent divergence proved that Wall Street is ruthlessly shifting away from open ended "cake drawing" promises and demanding immediate,  monetized proof of cash flow. The reality of this earnings cycle is that enterprise cloud infrastructure has a rapid and highly visible payback loop. The proof is in the numbers when $Microsoft(MSFT)$ Azure surged 40% & $Amazon.com(AMZN)$ AWS Cloud sales boomed by an explosive 37%.  This proves that businesses are paying cold hard cash right now to rent computing power and adopt AI

Hello everyoned! Today i want to share some trading ideas with you! 1 Today, $Microsoft(MSFT)$'s gigantic gap-up confirms one thing, again--that SMA-200 LINE [the black line on the daily chart] is the most important cutoff line for bulls and bears--if lost, then a lengthy decline process; if regained, then a new bull market begins.

$Apple(AAPL)$ beat on revenue for its fiscal third quarter and fell 5.74 per cent after hours. Once the same call had wrapped up, $SanDisk Corp.(SNDK)$ rose 4.61 per cent in extended hours and $SK hynix(SKHY)$ 3.76 per cent. Between the two sits a single remark from Tim Cook: memory supply is tight, it will hit next quarter, and the company is stockpiling hard to get ahead of significant supply constraints. On Apple's books that sentence is a cost. On a memory maker's books it is revenue. One fact, two income statements, opposite signs. Before we put the whole 5.74 per cent on that one line: the same results missed

👍 Microsoft surges!

This earnings season made one thing very clear: Wall Street is not turning bearish on AI. It is simply becoming much more selective about who deserves to spend hundreds of billions of dollars on it. Microsoft surged nearly 16%. Meta fell roughly 8%. Amazon delivered an enormous earnings beat, but the quality of that beat was more complicated than the headline suggested. All three companies are spending aggressively on AI. The difference is how quickly that spending is turning into revenue and cash flow. Microsoft Proved AI Can Generate Cash $Microsoft(MSFT)$ delivered the cleanest answer. Quarterly revenue reached $90 billion, Azure grew 43%, and management expects cloud growth to accelerate to approximately 45% next quarter. The c

Microsoft's rally suggests investors are rewarding AI monetisation, not simply AI spending. Azure growth and management's confidence in competing with OpenAI and Anthropic signalled that Microsoft's infrastructure investments are translating into customer demand and revenue. Meta, despite a similar AI investment strategy, faced greater scrutiny because returns remain tied more to future advertising and AI execution. If this view persists, the market could further reprice the cloud and compute supply chain. Hyperscalers with visible AI revenue may command higher valuations, while key beneficiaries such as Nvidia, TSMC, Broadcom, AMD, networking, power, memory and data centre infrastructure providers could also see renewed support. The next test is whether upcoming earnings confirm that AI c

Global risk sentiment improved today. Oil prices continued to retreat, easing concerns about energy-driven inflation and higher interest rates. The yen strengthened sharply as intervention expectations grew, temporarily reducing the risk of disorderly currency moves. Strong earnings from Microsoft and Amazon also gave investors more confidence that some AI spending is already producing revenue. Several pressures that had weighed on technology stocks are now easing at the same time. The next test is whether this rebound can gain sustained support from earnings, cash flow and the macro environment. 1. Lower oil gives growth stocks some breathing room The earlier surge in oil prices raised concerns that energy costs would push inflation higher again and reduce the Federal Reserve’s room to ea

After 3 consecutive weeks of selling, US equity funds saw +$11.83B inflow last week — the largest since June 24. Tech alone soaked up $4.9B. $Goldman Sachs(GS)$ Prime data shows that hedge funds resumed heavy buying of US tech stocks last week! Several key data points are worth noting, which I've listed below: US information technology sector saw net buying for the second consecutive week; From July 24th to 30th, weekly net buying amounted to approximately 3.5% of the total market capitalization of the tech sector; The buying pace was the fastest since December 2022, reaching an intensity of +1.9 standard deviations over the past year; Software, semiconductor equipment, and tech hardware were the three sectors with the largest inflow

I think the backdrop has become more supportive for technology stocks. Lower oil prices are easing inflation concerns, the stronger yen has reduced liquidity stress, and strong earnings from Microsoft $Microsoft(MSFT)$ and Amazon $Amazon.com(AMZN)$ show that AI investment is generating real business value. That gives me more confidence after the recent pullback. I'm not expecting every AI stock to rally equally. The market is becoming more selective, rewarding companies that can turn AI spending into revenue, profits, and cash flow. I believe the best opportunities remain with businesses that have clear monetization paths. I'm staying invested and will continue adding to high-quality AI names on weakne

$Apple(AAPL)$ fell 7.35 per cent on Friday, the only mega-cap to drop hard. The same day, $Amazon.com(AMZN)$ rose 15.32 per cent and $Alphabet(GOOG)$ 6.88 per cent. I left a question hanging last time. Tim Cook's line — memory is tight, it will hit next quarter — went into Apple's guidance, and it went into somebody's revenue too. Friday answered. It answered half. Apple's column got copied down; the column belonging to whoever collects the money got rubbed out. $Micron Technology(MU)$ -5.90%, $SanDisk Cor

What do you mean how far can the tech rally run? It’s at the bottom.

Positive signs to stop war for a while 

This earnings season made one thing very clear: Wall Street is not turning bearish on AI. It is simply becoming much more selective about who deserves to spend hundreds of billions of dollars on it. Microsoft surged nearly 16%. Meta fell roughly 8%. Amazon delivered an enormous earnings beat, but the quality of that beat was more complicated than the headline suggested. All three companies are spending aggressively on AI. The difference is how quickly that spending is turning into revenue and cash flow. Microsoft Proved AI Can Generate Cash $Microsoft(MSFT)$ delivered the cleanest answer. Quarterly revenue reached $90 billion, Azure grew 43%, and management expects cloud growth to accelerate to approximately 45% next quarter. The c

$Apple(AAPL)$ beat on revenue for its fiscal third quarter and fell 5.74 per cent after hours. Once the same call had wrapped up, $SanDisk Corp.(SNDK)$ rose 4.61 per cent in extended hours and $SK hynix(SKHY)$ 3.76 per cent. Between the two sits a single remark from Tim Cook: memory supply is tight, it will hit next quarter, and the company is stockpiling hard to get ahead of significant supply constraints. On Apple's books that sentence is a cost. On a memory maker's books it is revenue. One fact, two income statements, opposite signs. Before we put the whole 5.74 per cent on that one line: the same results missed

Microsoft surged 15% after delivering stronger-than-expected quarterly results, as robust Azure growth helped ease concerns over the company’s massive AI spending. Several Tiger traders caught the rally. $Microsoft(MSFT)$ 👏 Congrats to @Aaronykc, who bought the dip in Microsoft and made US$9,901! 👏 Congrats to @3i4i592654, who made US$9,017! 👏 Congrats to @Terra_Incognita, who made US$9,005! 👏 Congrats to @xiaomaoyizi , who made US$6,538! 👏 Congrats to

$MSFT 20271217 400.0 CALL$ msft have show an excellent earnings report and assured investors by holding the line on its AI capital expenditure. I think this is the one of the reason of its surge. As you see google result is impressive however investor punish because of its expenditure of capex causing negative on cashflow

Microsoft and Meta reported earnings on the same night. Both are spending heavily on AI infrastructure, both raised or maintained aggressive investment plans, and both delivered strong revenue growth. The market still gave them opposite verdicts. $Microsoft(MSFT)$ rose more than 8% after hours as Azure growth, Copilot adoption and a strong outlook convinced investors that its AI spending is already generating measurable returns. $Meta Platforms(META)$ fell roughly 9% in premarket trading after free cash flow collapsed and capital expenditure remained close to record levels. Meta’s advertising business is still growing quickly, but investors want a clearer answer on how its enormous compute buildout will c

AI Capex Showdown: Why Microsoft Got a Standing Ovation and Meta Took a Hit I've been watching these tech earnings for years, and last night's reports from Microsoft and Meta delivered one of the cleanest case studies in how Wall Street actually prices AI bets. Both companies dropped monster revenue numbers. Both are pouring tens of billions into the same infrastructure gold rush. Yet the market sent MSFT shares up sharply after hours while hammering META down nearly as hard in the other direction. Let's break it down without the hype. The Numbers Side by Side Microsoft's fiscal Q4 (ended June 30, 2026) came in at $90 billion revenue, up 18% year-over-year and ahead of expectations. Adjusted EPS hit $4.74, crushing the street. Azure cloud growth accelerated to 43%, pushing the annual cloud

$Microsoft(MSFT)$ up 7.70% after hours. $Meta Platforms, Inc.(META)$, down 7.10%. Same evening, same underlying fact — both companies are spending unholy amounts of money on AI — and fifteen points of daylight between them. Read those two numbers alone and you'd conclude the market turned on AI capex. It didn't. It did something more annoying: it started sorting. Start with who flipped the switch. The July FOMC didn't move rates and didn't change a word of the guidance. Warsh spoke, and within thirty minutes the ten worst names on the tape were almost all AI. The S&P 500 closed down 1.52% at 7,316.15, the Nasdaq Composite down 1.74%,

$Microsoft(MSFT)$’s fiscal fourth-quarter report delivered something investors have been demanding from the largest AI spenders: evidence that infrastructure investment is translating into faster customer adoption, contracted revenue and cash generation. Microsoft reported on July 29 for the quarter ended June 30. Revenue increased 18% to $90.0 billion, while operating income rose 18% to $40.6 billion. Full-year revenue reached $331.8 billion. Microsoft’s official fiscal-fourth-quarter release provides the results. Azure revenue increased 43%, exceeding the approximately 40% expected. Management projected 45% constant-currency Azure growth for the September quarter, also above expectations. Microsoft 365 Copilot reached more than 30 million paid s

For months, investors have been asking the same question: Can Big Tech keep pouring billions into AI without crushing cash flow? $Microsoft(MSFT)$ may have just delivered the strongest answer yet. Microsoft reported another standout quarter. Q4 revenue reached $90 billion, up 18% year over year, beating expectations by roughly $2.4 billion. Adjusted EPS also came in ahead of forecasts at $4.74. Azure continued to fire on all cylinders with 43% growth, while Microsoft Cloud revenue climbed to $59.3 billion. But the number that grabbed everyone's attention wasn't revenue. It was capital spending. Microsoft invested $35.8 billion into AI infrastructure in just one quarter, bringing full-year CapEx to $115.9 billion. Yet despite spending at that scale

$Microsoft(MSFT)$   Top 5 Realized Winners ✅ GOOG 2,380 ✅ RYCEY: +$`2,060 ✅ MSFT: +`$923 ✅ U: +$`290 ✅ IBM Sep 2026 $225 Call: +$204 Another milestone reached. Grateful for disciplined execution and risk management. Every trade is a lesson. These happen to be my top five realized winners so far, totaling $`5,856.82 USD. Staying focused on consistency rather than chasing big wins. @TigerBrokers  @Tiger_NZ  @TigerWire  

$Microsoft(MSFT)$  Microsoft proving that its artificial intelligence capital expenditures are generating direct cloud growth effectively broke the market downward trend by easing fears around wasteful tech spending. Demonstrating actual revenue monetization allowed Microsoft to restore investor confidence in the broader technology sector where heavy spending previously triggered selloffs. However, sustaining this momentum throughout the rest of earnings season requires other mega cap peers to validate their own return on investment. Until broader macroeconomic clarity and additional tech earnings confirm consistent cross sector demand, expect the rally to evolve into selective stock picking rather than an uninterrupted broad market surge.

The Great Rotation. The rotation out of AI and AI-related stocks started in early July 2026, after a strong run in the sector turned into profit-taking and valuation concerns. It was driven by worries that AI spending may take longer to pay off, while investors rotated into cheaper and more cyclical names. It may ease, when earnings and real returns from AI spending become clearer. Since early June 2026, Wall Street's major stock indexes have all rallied to fresh record highs. While artificial intelligence (AI) is the trend behind this surge in stock valuations, it's the "Magnificent 7" that have done most of the heavy lifting. The Magnificent Seven are - $Apple(AAPL)$, $Amazon.com(AMZN)$,

$Microsoft(MSFT)$, $Meta Platforms, Inc.(META)$, $Apple(AAPL)$ and $Amazon.com(AMZN)$ enter earnings week with the same central challenge: demonstrating that enormous AI investments are producing revenue quickly enough to justify their cost. Of the four, Microsoft appears to have the strongest evidence-backed setup because it combines direct AI monetization, accelerating cloud demand and diversified recurring revenue. Meta is a close second because AI is already improving advertising returns, while Apple has the lowest capital burden and Amazon faces the greatest near-term free-cash-flow pressure. Microsoft’s fiscal thir

Tonight brings two major market tests at the same time. The Federal Reserve will announce its rate decision at 2:00 p.m. ET, followed by the press conference at 2:30 p.m. ET. After the U.S. market closes, $Microsoft(MSFT)$ and $Meta Platforms(META)$ will report earnings. (联邦储备系统) One event will shape the valuation investors are willing to pay for growth stocks. The other will determine whether Big Tech’s enormous AI spending can still support those valuations. Put simply: The Fed sets the valuation ceiling. Microsoft and Meta test the AI earnings floor. Test No. 1: The Fed decision The Fed entered this meeting with its benchmark rate at 3.50%–3.75%. Holding rates steady remains the base case among economi