I think the backdrop has becom

I think the backdrop has become more supportive for technology stocks. Lower oil prices are easing inflation concerns, the stronger yen has reduced liquidity stress, and strong earnings from Microsoft $Microsoft(MSFT)$ and Amazon $Amazon.com(AMZN)$ show that AI investment is generating real business value. That gives me more confidence after the recent pullback.

I'm not expecting every AI stock to rally equally. The market is becoming more selective, rewarding companies that can turn AI spending into revenue, profits, and cash flow. I believe the best opportunities remain with businesses that have clear monetization paths.

I'm staying invested and will continue adding to high-quality AI names on weakness. I'll be watching earnings, interest rates, and AI software adoption closely, as the next phase of the AI cycle depends on delivering sustainable returns.

@Tiger_comments @TigerStars @TigerClub

Microsoft Extends Gains 3% — Why Hasn't the Earnings Rally Ended?

Microsoft closed up 3.02% on Friday, extending its post-earnings strength as sell-side analysts catalogued three reasons the results drove the stock higher. LinkedIn delivered solid quarterly revenue growth, reinforcing Microsoft's positioning as having the clearest AI monetization path. Valuations have returned to elevated levels after consecutive gains, while the broader large-cap tech sector is undergoing an AI capital reallocation of roughly $2 trillion. Now that the leader has proven capex is working, what drives the next leg up?

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

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":593042892923480,"tweetId":"593042892923480","gmtCreate":1785810435633,"gmtModify":1785811264504,"author":{"id":3581734406950755,"idStr":"3581734406950755","authorId":3581734406950755,"authorIdStr":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","vip":2,"userType":2,"introduction":"🎓 Mechanical Engineer\n📦 SCM Certification\n📊 Technical Analysis\n🌏 Investor 🇺🇸🇸🇬🇲🇾🇭🇰 Tesla","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"9427a906234c4b18a82ec3d7730b7fa8-1","templateUuid":"9427a906234c4b18a82ec3d7730b7fa8","name":"Star Contributor","description":"Published at least 3 PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 comment","bigImgUrl":"https://community-static.tradeup.com/news/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://community-static.tradeup.com/news/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://ttm.financial/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.08.04","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"wearingBadges":[],"fanSize":4793,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":1443,"starInvestorOrderShareNum":147,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":103.61,"showRor":true,"investmentPhilosophy":"Technical trade lover! ","winRationPercentage":64.864865,"tradeVolumeEst":0},"themes":[{"themeId":"3f1821112a55438184638ea947dd8554","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Microsoft Extends Gains 3% — Why Hasn't the Earnings Rally Ended?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":3f1821112a55438184638ea947dd8554}&rnconfig={\"headerBarHidden\": true}","description":"Microsoft closed up 3.02% on Friday, extending its post-earnings strength as sell-side analysts catalogued three reasons the results drove the stock higher. LinkedIn delivered solid quarterly revenue growth, reinforcing Microsoft's positioning as having the clearest AI monetization path. Valuations have returned to elevated levels after consecutive gains, while the broader large-cap tech sector is undergoing an AI capital reallocation of roughly $2 trillion. Now that the leader has proven capex is working, what drives the next leg up?","image":"https://community-static.tradeup.com/news/17734d73b713c7f884e9dab155c10284"}],"images":[{"img":"https://community-static.tradeup.com/news/60700e06e42a24200c31c2df790eeecf"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/60700e06e42a24200c31c2df790eeecf"}],"title":"","html":"<html><head></head><body>I think the backdrop has become more supportive for technology stocks. Lower oil prices are easing inflation concerns, the stronger yen has reduced liquidity stress, and strong earnings from Microsoft <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>and Amazon<a href=\"https://ttm.financial/S/AMZN\"> $Amazon.com(AMZN)$ </a> show that AI investment is generating real business value. That gives me more confidence after the recent pullback.\n\nI'm not expecting every AI stock to rally equally. The market is becoming more selective, rewarding companies that can turn AI spending into revenue, profits, and cash flow. I believe the best opportunities remain with businesses that have clear monetization paths.\nI'm staying invested and will continue adding to high-quality AI names on weakness. I'll be watching earnings, interest rates, and AI software adoption closely, as the next phase of the AI cycle depends on delivering sustainable returns.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/60700e06e42a24200c31c2df790eeecf\"></t-t></body></html>","htmlText":"<html><head></head><body>I think the backdrop has become more supportive for technology stocks. Lower oil prices are easing inflation concerns, the stronger yen has reduced liquidity stress, and strong earnings from Microsoft <a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>and Amazon<a href=\"https://ttm.financial/S/AMZN\"> $Amazon.com(AMZN)$ </a> show that AI investment is generating real business value. That gives me more confidence after the recent pullback.\n\nI'm not expecting every AI stock to rally equally. The market is becoming more selective, rewarding companies that can turn AI spending into revenue, profits, and cash flow. I believe the best opportunities remain with businesses that have clear monetization paths.\nI'm staying invested and will continue adding to high-quality AI names on weakness. I'll be watching earnings, interest rates, and AI software adoption closely, as the next phase of the AI cycle depends on delivering sustainable returns.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @</a><a href=\"https://ttm.financial/U/9000000000000149\">TigerStars</a><a href=\"https://ttm.financial/U/9000000000000149\"> </a><a href=\"https://ttm.financial/U/3527667671414981\"> @TigerClub </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/60700e06e42a24200c31c2df790eeecf\"></t-t></body></html>","text":"I think the backdrop has become more supportive for technology stocks. Lower oil prices are easing inflation concerns, the stronger yen has reduced liquidity stress, and strong earnings from Microsoft $Microsoft(MSFT)$ and Amazon $Amazon.com(AMZN)$ show that AI investment is generating real business value. That gives me more confidence after the recent pullback. I'm not expecting every AI stock to rally equally. The market is becoming more selective, rewarding companies that can turn AI spending into revenue, profits, and cash flow. I believe the best opportunities remain with businesses that have clear monetization paths. I'm staying invested and will continue adding to high-quality AI names on weakness. I'll be watching earnings, interest rates, and AI software adoption closely, as the next phase of the AI cycle depends on delivering sustainable returns. @Tiger_comments @TigerStars @TigerClub","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/593042892923480","repostId":0,"isVote":1,"tweetType":1,"viewCount":43,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMZN","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":775,"optionInvolvedFlag":true,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/593042892923480"}