$Microsoft(MSFT)$ While it hasn't surged in this wave of semiconductor FOMO, it perfectly embodies the old adage: "A journey of a thousand miles begins with a single step." Recent Microsoft research offers eye-opening insights from direct feedback of 300 CIOs. The standout data lies in software spending: 2025 IT budgets remain steady at +3.6%, with software leading the charge at +3.8%; the 2026 outlook shows overall budgets accelerating slightly to +3.8%, and software to +3.9%. Microsoft's steady, "slow-burner" growth—averaging +4.1% over the past decade—hits the sweet spot.For MSFT, the biggest prize is GenAI.AI/ML remains firmly atop CIOs' priority list, with hyperscalers emerging as preferred partners and Microsoft leading the pack. Research in
$Serve Robotics Inc.(SERV)$ Serve Robotics has secured a significant partnership with DoorDash to utilize its autonomous delivery robots in Los Angeles, marking a pivotal step in its expansion. The partnership has already resulted in a 17% increase in Serve's stock value and aligns with its goal of doubling its fleet to 2,000 robots by 2025.
$CleanSpark, Inc.(CLSK)$ sharing stock PnL for coins 🙌 CLSK is IREN-ing, while IREN is PLTR-ing. Bought heavily into CLSK to cover my previously short, naked calls. To the option buyer of my calls, kindly exercise your rights to purchase these stocks off me, thanks HAHAHAH. Exercise your rights ASAP, thanks LOL. With so much FORCED love, SPACE ROCKET 🔥🚀 @Tiger_comments @TigerStars @TigerPicks @nomadic_m @Barcode
$Ero Copper(ERO)$ sharing this profitable stock trade for weekly coins. I purchased ERO at around $15 since 11th July in about 3 months collected a decent 59% profit on my initial $2k investments. The bet was when Trump levy 50% tariffs on Brazil and also copper imports and ERO unfortunately is both of this. ERO major mines are in Brazil and guess what they mine? COPPER! Despite the initial further dip to as low as $12.79 by 31st July, ERO now trades at $22.56 at last close. With all the power network and grids being upgraded to support those mega AI centers, copper being a industrial essential won't be taken away no matter how much tariffs are being levied so the miners will still be able to generate profits.
$UNH 20260220 300.0 CALL$ sharing profitable Options trade to collect coins. Chose UNH as I willl likely close this trade in coming days/weeks. Bought this long call at $300 and for moments it dipped well below. Glad I believe its fundamentals are still strong enough to not warrant a 60% drop from its peak and these is still value in insurance company due to it's resilient business nature. Price now rebounded to $367 netting me quite good profit for a single contract. Had a short call at $370 so if that's breaking, will most likely close out the pair and take profit.