Sentiment: Negative
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Bill Ackman announced that in February he was buying $MSFT shares after a 15% drop, at a 21× forward P/E ratio. 📊
Azure is growing 40%, the AI business is making $37 billion annually and is up 123% year-over-year, while the sell-off was triggered by concerns over $190 billion in capex and fears of competition from $GOOG and $AMZN. 📈
Microsoft is now Pershing Square's fourth major...
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So another company where it wouldn’t be about the fundamentals themselves, but about what Musk or influencers post on X.
Musk + FOMO + social media = the stock will shoot up to absurd levels 😂
That could be a good trading plan 🤔
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$GOOG is no longer an optimal investment and appears overvalued, in contrast, $NFLX currently presents a more attractive opportunity.
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What is your current view on $GOOG?
$GOOG is one of my largest positions and, in my opinion, one of the best companies. The results came out very well, but the market reaction was only mild. The stock has great potential, but its growth is being held back by investors' concerns about legal disputes and a possible breakup, so we'll see how it plays out.
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I also believe in them and I’m not afraid to keep investing in them during any dip. We’ll see how the lawsuits over a potential breakup play out, but I think the company will weather even a negative outcome. When is the next date for that, actually? 😊
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Shares of $AAPL rose 5% yesterday on news that Apple is investing an additional $100 billion in the US. I have sold $AAPL stock this year and moved my money into $GOOG and $AMZN. Apple no longer strikes me as an interesting company and growth is slowing.
Do you still consider $AAPL a growth stock?
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It's a great company, but those courts and that chrome can be a big problem.
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Tesla didn't please much, but it's still solid. The company still has huge potential and I'll continue to hold.
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I held the shares of $MSFT for several years, but I couldn't resist and have already added to my position. That P/E is absurdly low.