$Microsoft(MSFT)$ If you want, the stock can go down tomorrow, the next day, and all next week. Eventually, the calculator can't be ignored. Chances like this only come around every decade or so. Don't be foolish; almost no one can compete with the margins this company brings in. Go look at the books for hours and show me where you see concern about the forward value. Just because you think they're not doing well doesn't mean it's true. Math doesn't lie. Chipotle has a higher PE right now. This is a burrito restaurant we're talking about. What insane person is buying burrito stock at less value here?
$Microsoft(MSFT)$ The stock shouldn't have dropped past 450. Now everyone is clamoring to get back in before we get there. It's going to run really hard this summer, especially if they use some of that 40 billion dollars authorized to buy back stock during the March lows.
People are worried about Anthropic, but they forget that $Microsoft(MSFT)$ has a $5 billion investment in Anthropic too. They are in a position where heads I win, tails I win more.
Some comments are truly eye-watering. Rotation flow from $Microsoft(MSFT)$ to $Alphabet(GOOGL)$ looks evident. Maintaining dollar-cost averaging strategy
$Apple(AAPL)$ Apple's guidance is very strong, showing double-digit growth. The only negative is memory prices. Honestly, once they add AI and flip the iPhone in September, this stock could be worth $350 to $400 by next summer. That price target makes sense to me.