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Microsoft $MSFT pushes its "long game" in quantum: it announced a new chip Majorana 2, which was designed with the help of AI and on which it aims to have a commercially usable quantum computer by 2029. The chip uses, instead of common aluminum, unconventional lead-based superconducting materials that Microsoft selected using its own AI tools for materials research and with...
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Software stocks experienced their best month in 24 years while most of the market was being written off at the start of the year...
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The iShares Expanded Tech-Software ETF $IGV went through its weakest quarter since 2008 in the first quarter of this year. The market was gripped by fears of the so-called 'SaaSpocalypse'.
In May, however, a literally legendary...
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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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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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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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I also bought a bit of SOFI.
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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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This offer can’t be refused (... and maybe it never will). So I’ll buy a little more :)
I'm also happy about it because I own $META and $CRWD, but I'm still waiting for gains from $TTD and $APP.