We’re Boosting Our Amazon Price Target
Let’s discuss expanding AWS revenue, backlog and margins, and prospects for further shopping share gains.
Microsoft Sparks a Rally, Trump Promises Peace, Truth About Traders
Let’s find out if the relief rally can last, whether we can believe fighting will stop in Gaza … and … what I know about that footage of traders on the news.
Supply Shortage Takes Bite Out of Apple: 8 Key Items Shaping the Stock Market Friday
Euro-area inflation rises in July, Amazon soars, SpaceX-Tesla chatter, and other headlines moving stocks this morning.
The Market Has Changed Its AI Test
Four hyperscalers combined will spend $725 billion this year, but some are achieving better returns. The single AI trade era is over.
Mr. Softee
“People don’t know what they are buying.”
– Michael Burry
I sold my Microsoft ($MSFT) long at $450.31 on the earnings-related gap yesterday morning after carefully reading the complete profit report:
As I have written, in a market dominated by machines and algos (that worship at the altar of price), traders/investors know everything about momentum but nothing about value.
Position: None
With the Semis Rallying, Can This Stock I’m Watching Hit $600?
Let’s take a look at an important tech stock that could have more upside. Plus, answer your questions.
A Classic Washout and More Mixed Reactions to Earnings
Amazon is up and Apple is down after their reports.
VIDEO: Why Amazon’s AWS Results Are Likely to Be More Like Microsoft’s Than Meta’s
Let’s connect more dots from rising AI and cloud revenue to our holdings.
Microsoft Delivers the AI Relief Investors Were Looking For
Capital spending is still rising, but margin pressure and cash flow are manageable.
Latest Earnings Move the AI Goalposts From U.S. to Asia
The market’s response to the Microsoft-Meta earnings pair and Hynix-Samsung numbers gives a clear indication.