Am3n_Tao
02-01
Microsoft reset will always regain after some time historically. Just hold or add some on dips.

Meta has long runway. Just do it.

Apple is old apple. If u like to wait for apple drop on head, then slowly wait.

Tesla is king. King of jokes. Just wait for the advertising stunts and follow the clowns but leave the theater before the show finish.

Microsoft Earnings Preview: Can Azure Growth and Copilot Meet Expectations?
$MSFT$ rose +2.13% to near $424 ahead of Q3 FY26 results due Wednesday. A confirmed Stellantis AI in-vehicle partnership offers a bullish catalyst, while Musk's OpenAI lawsuit has drawn scrutiny to Microsoft's AI governance. Key metrics: whether Azure growth can reclaim 30%+ and whether Copilot enterprise subscriptions convert from trials to measurable revenue — if cloud growth disappoints again, the $400+ valuation becomes difficult to justify. Can the Stellantis deal signal a true AI commercialization inflection, or is it merely a one-off catalyst?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Jas2davir
    02-01
    Jas2davir
    What is a good price for msft in your opinion?
    • Am3n_Tao: 
      Every price is a good price, for every individual risk, tongue, taste is different.

      If there is a need to ask, means one is uncomfortable with the current price. Only care about risk tolerance.

      If you feel uncomfortable about paying 150bucks for a ribeye, dont eat it.

  • Sandyboy
    02-02
    Sandyboy
    Price depends a lot on where the market is. If the market is near high or low etc. presently market is near high and price is higher. That is why value and price are two different things.
  • 1419 cyc
    02-02
    1419 cyc

    [Grin]  [Grin]  [Grin]  

  • cowmoos
    02-01
    cowmoos
    430 is a bargain already.
  • MrSeinWinMrsShuTi
    02-02
    MrSeinWinMrsShuTi

    Great article, would you like to share it?

  • Miyami
    02-02
    Miyami
    bbbmtl
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