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Portfolio under the microscope: $AAPL before earnings – buy zone remains at $245 USD 🍏
Apple will report quarterly earnings tomorrow after the close and it will undoubtedly be one of the most important events of the week. My buy price remains unchanged at 245 USD and at this time I see no reason to adjust it before the results. I would really like to hold this stock long-term in...
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Is AI starting to threaten software stocks? $MSFT $CRM $NOW
New worries on Wall Street suggest that artificial intelligence could fundamentally disrupt traditional software companies. Investors are starting to reassess the valuations of firms like Microsoft, Salesforce and ServiceNow, because AI tools are gradually taking over the tasks these companies have long profited from.
Th...
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In my opinion, it’s also about adapting to the new environment — meaning that if they can integrate AI into existing modules (see M365), it might not threaten them that much. Documents will still be written in .doc and presentations created in .ppt. The user simply won’t have to type/create for long; AI will do that for them. Also, I see a problem in migrating large companies’ operations from existing CRM platforms, etc., to a purely AI-based system.
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Bulios Black
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Hi Vojta.
I see the change as a challenge. I use Apple products and it was one of my first investments—I still hold it to this day and plan to keep holding. I like the company, and even though I think they’ve fallen behind in some areas and their AI isn’t top‑tier, I believe a company doesn’t have to be the best at everything. Apple is about design, simplicity, smoothness, and the ecosystem. That’s mainly why I own it and want to keep it.
There are things where partnerships can work if they’re set up well. We already have plenty of AI chat, so I’m curious how the new leadership will take it and which direction they’ll go. I’d like to see the Apple Vision glasses become more widely available. From the videos I’ve seen, the experience looks beautiful, and they could become number one there again. 😊
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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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Microsoft – “must-have” shares close to target buy price
Microsoft $MSFT I’ve had on my watchlist for a while with a clearly defined entry price of 390 USD. It’s one of those “must-have” stocks I don’t currently hold in my portfolio. I’m prepared to invest 1.8% of the total value of my USD portfolio once it reaches that level. My long-term target price is 520 USD.
Two main...
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How are you handling bleeding markets?
Hi,
Stocks—mostly those of technology companies—have finally corrected a bit after a long time. I’m curious about your approach and how you plan your next steps. Personally, right now I’ll probably wait and save up more capital. At the same time, I’ll slightly trim my positions. For example $MSFT $NVO $BTCUSD $SPGI .....
Which stocks do you...
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Bulios Black
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I also bought a bit of SOFI.
Bulios Black
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Today was an extreme sell-off. The only thing annoying me is $NVO, where I’ve been bleeding for a long time, and just when it looked like things were turning for the better, we got hit. Unfortunately, there’s nothing to be done.
Who are your top picks right now? At current prices I have three — $MSFT, $FICO (it’s brutal, but it could still go a bit lower 🤣) and $SPGI
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Bulios Black
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This offer can’t be refused (... and maybe it never will). So I’ll buy a little more :)
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🎮 Microsoft and AMD join forces!
Microsoft $MSFT last week announced a strategic partnership with AMD $AMD to shape the future of the Xbox platform across home consoles and cloud services. The goal is to develop next-generation custom chips that will take gaming to a whole new level.
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It's a fine sector, but I've never been interested in the video game field.
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🤝 Microsoft and OpenAI are negotiating!
Microsoft $MSFT and OpenAI are rethinking the basics of their partnership. The reason for this is to prepare OpenAI for a possible stock market listing (IPO). This major move would transform not only the company itself, but the entire AI industry.
🔍 What is it about:
Microsoft has invested over $13 billionin OpenAI, but is willing to reduce...
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If the IPO was OpenAI, that would be awfully interesting, but that's probably a ways off.
I'm starting to gradually buy CSG