Is Microsoft the savior or the last straw
Anyone feeling there will be any positive effects from the earnings?
Looking at Alphabet, good earnings and revenues are not enough. I'm sure Microsoft is spending much more money than Alphabet in developing AI and an increase in Capex is definitely expected. Will market react differently to Microsoft's capex increase than Google's? If Microsoft is dropping, other AI related stocks are definitely getting brought down together.
On the other hand, an increase in capex indicates a higher demand on chips. Will Semiconductor stocks like $NVIDIA (NVDA.US)$ $Taiwan Semiconductor (TSM.US)$ react differently to the high capex this time? As they drop in sympathy with Alphabet and Tesla despite they announced higher spending too.
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Melon Man : I hope microsoft will save the day! Im already too deep to cut it now
101808736 OP Melon Man : I understand how you feel buddy.
If everything goes well, let's celebrate.
But if Microsoft failed to bring up the market, tomorrow is going to be bloody.
Set a stop loss, learn from it and let's move forward together. It is better to cut loss than losing everything.
Losing is part of our investment journey, and being able to control your loss is the biggest part.
102125483 is my name : it's a momentum. like a wave.. up and down. discipline. if you are day trading. close position at the end of the day. if swing trade. before trading have a stop loss and take profit stick to strategy. if its long term. check the company finances and pipe line.. leave it if its ok.