To The Moon

$Microsoft(MSFT)$   Microsoft (MSFT) shares are up roughly 4% on Thursday after the company recorded blockbuster earnings for its fiscal fourth quarter. In its earnings release, the tech behemoth also revealed that a quarterly increase of 39% in Azure revenue pushed its overall cloud services sales past $75 billion in fiscal 2025. Including its post-earnings gain, Microsoft stock is up some 55% versus its year-to-date low set in April. Microsoft Stock Soars on Upbeat Guidance Microsoft shares are pushing to the upside this morning also because management’s guidance for $75.25 billion in revenue in the current quarter came in better than the $74.09 billion consensus. More importantly, their outlook for 37% annua

Nvidia market cap surpassed 4 trillion on 9th July, and currently stands at $4.24 trillion. It's dominance in AI graphics processing units (GPUs) and data center services positions it for significant growth. Its GPUs are reportedly sold out for the next year, fueling expectations of continued rapid growth. The second company to surpass the 4 trillion market cap is Microsoft. On 31st July, Microsoft surpassed the $4 trillion in market valuation, following artificial intelligence giant Nvidia. Microsoft's market cap now stands at $3.9 trillion, after the recent blood bath across the entire market. Microsoft's substantial investment in OpenAI has enabled rapid integration of AI into its operations. It's cloud computing arm is expected to drive growth, with demand exceeding avai

Microsoft officially breaking into the $4 trillion market cap club is a landmark moment—not just for the company itself, but for the entire tech sector. It’s a testament to Microsoft’s relentless execution in cloud, AI, and enterprise software. Meta’s 11% surge after stellar earnings is equally remarkable, showing just how powerful the AI narrative has become for Big Tech. With both giants hitting all-time highs, the question of “who’s next” is getting louder. Will you hold these stocks? Absolutely. Microsoft and Meta are not just riding the AI wave—they’re building it. Microsoft’s cloud dominance (especially in Azure and Copilot AI tools) and Meta’s ability to monetise social platforms with AI-powered ads make them cornerstones for any growth portfolio. Both are pouring billions into AI i

Only NVDA has that potential I think. Followed by Google?

The next in line for the $4 trillion club is most certainly one of the Magnificent Seven, given their scale, capital, and AI strategies. Among them, I favor Alphabet and Apple. Alphabet has deep AI roots, while Apple benefits from a strong ecosystem and brand loyalty. Whichever company is next to hit $4 trillion, it’s an exciting development for investors. [Smile]  

$Microsoft(MSFT)$ The tech world is ablaze as Microsoft rockets past $4 trillion in market capitalization, joining Nvidia as the only two companies to hit this rarefied air. This milestone, sealed with a blockbuster earnings report showing 18% revenue growth and Azure’s $75 billion annual run rate, marks Microsoft as a titan of the AI and cloud era. Meanwhile, Meta stunned with an 11% stock surge after crushing Q2 sales forecasts with $47.5 billion in revenue and a bullish outlook, fueled by its ad business and relentless AI spending plans into 2026. Yet, Apple languishes at $3.2 trillion, down 17% this year, as its AI lag casts a shadow. With the AI battleground heating up, investors are asking: should you hold these giants? Is Nvidia the real wi

I am excited to see Microsoft $Microsoft(MSFT)$   entering the 4 trillion dollar club, becoming the second company in the world to reach this impressive market capitalization milestone after reporting strong quarterly earnings beats. It is a testament to their strategic decisions and market performance, and I find it inspiring to witness such growth. I also noticed Meta's $Meta Platforms, Inc.(META)$   remarkable 11% surge, which came after they topped projections for second-quarter sales and provided a stronger-than-expected forecast for the current period. The fact that their advertising business is growing quickly enough

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 posi

Microsoft Corporation (MSFT) stands at an exciting juncture, with its stock showcasing remarkable resilience and growth potential. Trading at $533.50 following a robust 3.95% surge in the latest session, the tech giant is riding a wave of optimism fueled by stellar financials, groundbreaking AI innovations, and a dominant position in the cloud computing market. Here’s why investors should be bullish on MSFT and consider it a cornerstone of their portfolios. A Financial Powerhouse with Unmatched Growth Microsoft’s latest fiscal year 2025 fourth-quarter (FY25 Q4) results, released on July 30, 2025, paint an impressive picture. The company reported revenues of $76.4 billion, a solid 18% year-over-year increase, while net income soared to $27.2 billion, up 24%. The star performer? Its intellig

Im just posting this for tiger coins

$Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Apple(AAPL)$ 🌐🚀💰 Microsoft smashes $4T ceiling: the AI mega-cycle just got real ~ is Apple or Meta next to join the AI elite?💰🚀🌐 🧠 I’m convinced this is a structural AI rerating Microsoft ($MSFT) has just shattered the $4 trillion market cap mark; only the second company in history to do so, and I’m not treating this like just another earnings beat. This is an institutional inflection point. Azure’s revenue acceleration, options sweeps into $550 calls, and a 9% after-hours move confirm that market participants are re-pricing Microsoft not on legacy earnings, but on future AI terminal value. With cloud segment r

Microsoft version 2.0 6 trillion market cap ? These are few lines I just read from the earnings call transcript Microsoft moat looks like exploding in a bigger way  🔹 GitHub Boom More people are using GitHub (a website for developers) because of AI. In just one year, the number of AI-related projects on GitHub more than doubled! 🔹 Big Companies Love AI Tools Many big companies are using Microsoft’s AI assistant called Copilot (part of Microsoft 365). • Barclays is giving Copilot to 100,000 employees after a successful test with 15,000. • UBS is expanding it to all their staff. • Companies like Adobe, KPMG, Pfizer, and Wells Fargo also bought over 25,000 licenses each. 🔹 Cloud Tools Are Growing Too Behind the scenes, cloud tools like Azure, Cosmos DB, and PostgreSQL are powering AI app

🚀 Microsoft vs Meta Earnings Surge — But Who’s Winning the AI Battle? 💥🧠 In a blockbuster earnings week, Microsoft ($Microsoft(MSFT)$  ) surged +8% and Meta ($Meta Platforms, Inc.(META)$  ) rallied +11%. Both hit fresh all-time highs — but their AI strategies couldn’t be more different: 👉 Microsoft is leaning into enterprise AI with Azure and Copilot. 👉 Meta is reinventing itself through AI-powered ad targeting and social commerce. So who has the stronger moat in the next decade? Let’s unpack. 👇 --- ☁️ Microsoft: Owning the Enterprise AI Stack Microsoft’s latest earnings were led by a resurgent Azure — up roughly 29–31% YoY, outpacing slower PC and Office grow

I am impressed by Microsoft's $Microsoft(MSFT)$   8% jump in overnight trading, which followed the company reporting better-than-expected growth in its cloud business, specifically Azure. The fact that Microsoft also hit a record in spending on AI infrastructure signals a strong commitment to innovation, which aligns with my generally bullish outlook on the company. Meta's $Meta Platforms, Inc.(META)$   performance is equally compelling to me. The company rocketed 11% after topping projections for second-quarter sales and providing a stronger-than-expected forecast for the current period. This growth in Meta's advertising bu

The battle between Microsoft’s Azure and Meta’s ad business is quickly becoming one of the defining rivalries in tech—and this earnings season just poured gasoline on the fire. Microsoft’s 8% overnight jump was fueled by better-than-expected Azure growth, proving its cloud empire still has plenty of steam. Meanwhile, Meta’s blowout 11% surge came from topping sales projections and delivering a robust forecast, showing its ad machine is far from running out of gas, even as it doubles down on AI investment. Both companies set fresh all-time highs, and their results highlight the new tech “PK” (player kill) battleground: AI-powered cloud versus AI-fueled ads. Microsoft’s edge is its infrastructure—the more the world builds with AI, the more Azure and its data centre ecosystem become indispens

AI is the future of IT. Microsoft has been an excellent and established company With $4 Trillion worth. Its cloud is generating high profits as such it will be highly successful to use the potential of AI and touch the AI future with glory. So

$Alphabet(GOOG)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The tech world is buzzing as Microsoft $Microsoft(MSFT)$ and Meta $Meta Platforms, Inc.(META)$ Platforms set new all-time highs after blockbuster Q2 2025 earnings, igniting a fierce debate: which business—Microsoft’s Azure cloud or Meta’s advertising juggernaut—holds the edge in the AI-driven future? Microsoft’s stock soared 8% to $470 after reporting stellar cloud growth and a record $80 billion AI infrastructure spend, while Meta’s shares rocketed 11% to $650 on robust ad revenue and a $64-$72 billion capex boost. Both comp

$Microsoft(MSFT)$ FY2025 fourth quarter (25Q2) revenue of $76.4 billion, an increase of 17% year-on-year, a significant growth rate, reflecting the company's overall business vitality.Among them, Azure grew rapidly As a core cloud service, Azure revenue grew 39% year-on-year, far exceeding the overall revenue growth rate, and was an important engine driving Microsoft's growth, reflecting its strong competitiveness in the cloud services market.The annual milestone exceeded $75 billion, and cloud business revenue even exceeded $168 billion for the first time, up 23% year-on-yearThe market was previously concerned about Microsoft's ability to monetize its AI products.This quarter's earnings report shows rapid growth in Copilot and Fabric responding t

The Real Winners of the AI Gold Rush: Why Infrastructure Giants Like Microsoft and Meta Are Just Getting Started The second quarter of 2025 delivered a powerful message to the market: AI is no longer a buzzword — it’s a business model. Two tech giants, Microsoft and Meta, crushed expectations and set fresh all-time highs: • Microsoft (MSFT) jumped 8.69% after reporting a 23% year-over-year growth in Azure cloud revenue, beating forecasts. A significant portion of that growth came from AI workloads. • Meta (META) soared 12.48%, with ad revenue up 27% and strong guidance driven by better performance from its AI-powered ad engine and open-source Llama models. While investors often chase the next viral AI app, they might be missing the bigger picture: The companies building and powering the AI

$Meta Platforms, Inc.(META)$ shocked the market with its Q2 earnings report released on July 30th after-hours, as the blowing up of its main business (advertising revenue +21.5% against the trend, operating profit +38%) far exceeded the expectations, and the raising of the lower end of the Capex ($66B-$72B vs. previous $64B-$72B) boosted the market sentiment for AIMETA's after-hours surge was 12%, as the company raised its guidance for the next quarter ($47.5B-$50.5B vs. previous $46.3B), boosting AI sentiment.One of the key reasons for META's surge is that the market was previously worried about it (e.g., tariffs, EU antitrust, AI grabbing, corporate culture revelations, etc.), while the market's Q2 earnings expectations were relatively conserva

$Microsoft(MSFT)$ $Meta Platforms, Inc.(META)$ $Apple(AAPL)$ 🌐🚀💰 Microsoft smashes $4T ceiling: the AI mega-cycle just got real ~ is Apple or Meta next to join the AI elite?💰🚀🌐 🧠 I’m convinced this is a structural AI rerating Microsoft ($MSFT) has just shattered the $4 trillion market cap mark; only the second company in history to do so, and I’m not treating this like just another earnings beat. This is an institutional inflection point. Azure’s revenue acceleration, options sweeps into $550 calls, and a 9% after-hours move confirm that market participants are re-pricing Microsoft not on legacy earnings, but on future AI terminal value. With cloud segment r

$Microsoft(MSFT)$ The tech world is ablaze as Microsoft rockets past $4 trillion in market capitalization, joining Nvidia as the only two companies to hit this rarefied air. This milestone, sealed with a blockbuster earnings report showing 18% revenue growth and Azure’s $75 billion annual run rate, marks Microsoft as a titan of the AI and cloud era. Meanwhile, Meta stunned with an 11% stock surge after crushing Q2 sales forecasts with $47.5 billion in revenue and a bullish outlook, fueled by its ad business and relentless AI spending plans into 2026. Yet, Apple languishes at $3.2 trillion, down 17% this year, as its AI lag casts a shadow. With the AI battleground heating up, investors are asking: should you hold these giants? Is Nvidia the real wi

$Alphabet(GOOG)$ $S&P 500(.SPX)$ $NASDAQ(.IXIC)$ The tech world is buzzing as Microsoft $Microsoft(MSFT)$ and Meta $Meta Platforms, Inc.(META)$ Platforms set new all-time highs after blockbuster Q2 2025 earnings, igniting a fierce debate: which business—Microsoft’s Azure cloud or Meta’s advertising juggernaut—holds the edge in the AI-driven future? Microsoft’s stock soared 8% to $470 after reporting stellar cloud growth and a record $80 billion AI infrastructure spend, while Meta’s shares rocketed 11% to $650 on robust ad revenue and a $64-$72 billion capex boost. Both comp

As Meta Platforms ( $Meta Platforms, Inc.(META)$ ) prepares to report its second-quarter 2025 earnings on July 30, it stands at a critical juncture. The company is engaged in one of the most ambitious and capital-intensive pivots in corporate history, betting its future on artificial intelligence. While its core advertising business is expected to post another quarter of robust growth, fueled by early AI efficiencies, the narrative is dominated by a high-stakes tension: can the returns from its colossal AI investments outpace the staggering costs, all while navigating a minefield of existential regulatory threats? With a stock price that has already climbed over 22% this year, Wall Street's expectations are sky-high. The market has priced Meta for

$Microsoft(MSFT)$ FY2025 fourth quarter (25Q2) revenue of $76.4 billion, an increase of 17% year-on-year, a significant growth rate, reflecting the company's overall business vitality.Among them, Azure grew rapidly As a core cloud service, Azure revenue grew 39% year-on-year, far exceeding the overall revenue growth rate, and was an important engine driving Microsoft's growth, reflecting its strong competitiveness in the cloud services market.The annual milestone exceeded $75 billion, and cloud business revenue even exceeded $168 billion for the first time, up 23% year-on-yearThe market was previously concerned about Microsoft's ability to monetize its AI products.This quarter's earnings report shows rapid growth in Copilot and Fabric responding t

Microsoft Corporation (MSFT) stands at an exciting juncture, with its stock showcasing remarkable resilience and growth potential. Trading at $533.50 following a robust 3.95% surge in the latest session, the tech giant is riding a wave of optimism fueled by stellar financials, groundbreaking AI innovations, and a dominant position in the cloud computing market. Here’s why investors should be bullish on MSFT and consider it a cornerstone of their portfolios. A Financial Powerhouse with Unmatched Growth Microsoft’s latest fiscal year 2025 fourth-quarter (FY25 Q4) results, released on July 30, 2025, paint an impressive picture. The company reported revenues of $76.4 billion, a solid 18% year-over-year increase, while net income soared to $27.2 billion, up 24%. The star performer? Its intellig

As the Q2 2025 earnings season heats up, all eyes are on Meta Platforms ( $Meta Platforms, Inc.(META)$ ) and Microsoft ( $Microsoft(MSFT)$ ), two tech titans set to report on July 30, 2025. Analysts expect both to deliver roughly 14% year-over-year growth in revenue and earnings, driven by their AI and cloud prowess. Meta’s projected $44.79 billion in revenue and $5.86 EPS, alongside Microsoft’s $73.81 billion and $3.38 EPS, signal robust momentum. Yet, with Meta’s stock at $590 and Microsoft’s at $435, investors are asking: Which is the better buy, and are they still cheap? This report dives into their earnings outlook, valuation metrics, and strategic investment approaches to seize opportunities while n

I am impressed by Microsoft's $Microsoft(MSFT)$   8% jump in overnight trading, which followed the company reporting better-than-expected growth in its cloud business, specifically Azure. The fact that Microsoft also hit a record in spending on AI infrastructure signals a strong commitment to innovation, which aligns with my generally bullish outlook on the company. Meta's $Meta Platforms, Inc.(META)$   performance is equally compelling to me. The company rocketed 11% after topping projections for second-quarter sales and providing a stronger-than-expected forecast for the current period. This growth in Meta's advertising bu

$Microsoft(MSFT)$ is scheduled to release its fiscal Q4 2025 earnings after market close on Wednesday, July 30, 2025. This report will provide insights into the company's performance for the quarter ending June 30, 2025, and its outlook for fiscal year 2026. Overall Revenue and EPS: Consensus revenue estimate is around $73.7-$73.8 billion, representing approximately 13-14% year-over-year growth. Consensus EPS estimate is around $3.35, a 10-16% year-over-year increase. Microsoft (MSFT) reported its fiscal Q3 2025 earnings on April 30, 2025, delivering strong results that largely surpassed analyst expectations. Fiscal Q3 2025 Earnings Summary: Strong Financial Performance: Revenue: $70.1 billion, up 13% year-over-year (15% in constant currency), bea

🚀 Microsoft vs Meta Earnings Surge — But Who’s Winning the AI Battle? 💥🧠 In a blockbuster earnings week, Microsoft ($Microsoft(MSFT)$  ) surged +8% and Meta ($Meta Platforms, Inc.(META)$  ) rallied +11%. Both hit fresh all-time highs — but their AI strategies couldn’t be more different: 👉 Microsoft is leaning into enterprise AI with Azure and Copilot. 👉 Meta is reinventing itself through AI-powered ad targeting and social commerce. So who has the stronger moat in the next decade? Let’s unpack. 👇 --- ☁️ Microsoft: Owning the Enterprise AI Stack Microsoft’s latest earnings were led by a resurgent Azure — up roughly 29–31% YoY, outpacing slower PC and Office grow

$Meta Platforms, Inc.(META)$ shocked the market with its Q2 earnings report released on July 30th after-hours, as the blowing up of its main business (advertising revenue +21.5% against the trend, operating profit +38%) far exceeded the expectations, and the raising of the lower end of the Capex ($66B-$72B vs. previous $64B-$72B) boosted the market sentiment for AIMETA's after-hours surge was 12%, as the company raised its guidance for the next quarter ($47.5B-$50.5B vs. previous $46.3B), boosting AI sentiment.One of the key reasons for META's surge is that the market was previously worried about it (e.g., tariffs, EU antitrust, AI grabbing, corporate culture revelations, etc.), while the market's Q2 earnings expectations were relatively conserva

Market focus this week centers on macro policy events (e.g., Wednesday's FOMC resolution and Thursday's PCE data) as well as the intensive tech giant earnings season.Overall, the market environment remains supportive, but seasonal pressures and valuation bubble risks should not be ignored.The AI supercycle continues to provide momentum, while investors need to be wary of a potential pullback triggered by the historically weak August period.The following analysis is based on reported data and presents core trends in an opinion-driven manner.90-day tariff extension = reprieve?Three big numbers will rewrite the script!The current market environment is generally favorable, driven by strong corporate earnings, moderate inflation (temporarily), and elevated policy certainty.A 15% tariff deal bet

$META Platforms, Inc. (META) $The financial report will be released after the market closes on July 30, Eastern Time. The agency expects to achieve revenue of US $44.794 billion in 2025Q2, a year-on-year increase of 14.65%; Earnings per share are expected to be $5.896, a year-on-year increase of 14.27%.Before Meta, Google had just handed over a second-quarter financial report that exceeded market expectations, and at the same time raised capital expenditures for the next quarter. So can Meta's second quarter report also exceed market expectations and boost its stock price to a new high? For this second quarterly report, what will the market focus on?Needless to say, almost all of Meta's revenue comes from advertising revenue. The company's 2025Q1 adv

The Real Winners of the AI Gold Rush: Why Infrastructure Giants Like Microsoft and Meta Are Just Getting Started The second quarter of 2025 delivered a powerful message to the market: AI is no longer a buzzword — it’s a business model. Two tech giants, Microsoft and Meta, crushed expectations and set fresh all-time highs: • Microsoft (MSFT) jumped 8.69% after reporting a 23% year-over-year growth in Azure cloud revenue, beating forecasts. A significant portion of that growth came from AI workloads. • Meta (META) soared 12.48%, with ad revenue up 27% and strong guidance driven by better performance from its AI-powered ad engine and open-source Llama models. While investors often chase the next viral AI app, they might be missing the bigger picture: The companies building and powering the AI

$Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ In an era increasingly defined by artificial intelligence, two of the world's most powerful tech companies—Meta Platforms (META) and Microsoft (MSFT)—are emerging as dual powerhouses of AI infrastructure and monetization. With the July 2025 earnings season in full swing, both firms once again posted results that reinforced their leadership in the AI arms race. And while topline growth remains healthy, a deeper look reveals diverging paths in capital intensity, business model adaptability, and near-term investor sentiment. For shareholders and prospective investors, the question now becomes: has AI-driven growth already been priced in, or is there more upside

I am excited to see Microsoft $Microsoft(MSFT)$   entering the 4 trillion dollar club, becoming the second company in the world to reach this impressive market capitalization milestone after reporting strong quarterly earnings beats. It is a testament to their strategic decisions and market performance, and I find it inspiring to witness such growth. I also noticed Meta's $Meta Platforms, Inc.(META)$   remarkable 11% surge, which came after they topped projections for second-quarter sales and provided a stronger-than-expected forecast for the current period. The fact that their advertising business is growing quickly enough

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 posi

🤖 Meta vs Microsoft Earnings: Still AI Growth Machines — or Overhyped? The AI boom has lifted both $META and $MSFT$ to new heights in 2024. Meta is up +45% YTD, Microsoft nearly +25% — both driven by a mix of real business momentum and AI-fueled optimism. But with Q2 earnings this week, retail investors are asking: 👉 Is the AI story still translating into real earnings — or are these stocks now priced for perfection? Let’s break down what to watch — and which name might offer better value this quarter. 📘 Microsoft: Steady Compounder or AI Titan? Microsoft remains the market’s AI bellwether — but expectations are sky-high. 📈 Consensus for Q2: EPS: $3.38 Revenue: $73.81B (up ~15% YoY) 💡 Key Watch Points: Azure growth will be scrutinized — last quarter came in at 31%, just above the street Co

I find the anticipation around Microsoft and Meta's earnings quite exciting. Analysts expect Microsoft to show approximately 14 percent year-over-year growth in both revenue and earnings, with consensus EPS estimates at 3.38 dollars and revenue estimates at 73.81 billion dollars. This kind of growth projection speaks to the strength of Microsoft's position, especially with its advancements in artificial intelligence. Similarly, I am impressed by the outlook for Meta, where analysts anticipate roughly 14 percent year-over-year growth in both profits and sales for the quarter. The consensus EPS estimates stand at 5.86 dollars, with revenue estimates at 44.79 billion dollars. This suggests Meta is also capitalizing on its AI initiatives and expanding market presence, which bodes well for its

“Meta & Microsoft Earnings: Another Quarter of AI-Driven Growth?” ⸻ 🧠 Meta & Microsoft Earnings: Another Quarter of AI-Driven Growth? #Meta #Microsoft #AIEarnings #TechStocks #TigerCommunity #FundamentalAnalysis #StarContributorJourney AI isn’t just a buzzword anymore — it’s slowly becoming a revenue driver. With both Meta and Microsoft announcing strong earnings this quarter, the market is asking: 👉 Are we really seeing solid, AI-driven growth? Or are we still pricing in hope? Let’s break it down: ⸻ 📊 1. Earnings Breakdown: What’s Under the Hood? Company Revenue Beat EPS Beat Key AI Driver Meta ✅ Yes ✅ Yes Reels monetization + AI content engine Microsoft ✅ Yes ✅ Yes Azure + Copilot/365 AI integration Both companies delivered earnings surprises, but the quality of the beat matters.