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Big Tech Stocks Diverge: Will they boost the market again?
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He is still your brother.

I'm really shocked by this financial report. Google tells everyone, I'm still the boss, I haven't become the little brother! (Meme: referring to being surpassed by Microsoft in AI)
I was bullish on Goog between 136-140, bought and held it until around 156, then sold it, it's really regrettable to miss out. But it's okay, I believe this upward trend is just the beginning, not the end. After all, the reason why Big Brother's stocks have been lukewarm is due to doubts: Has the search business been taken away by AI? Can cloud business get a bigger piece of the cake in competition with AWS and Azure? Most importantly, has AI long been overtaken by Microsoft by a large margin?
A financial report answers investors' doubts with facts. Google has also returned from being undervalued to reasonable.
In this financial report, my biggest feeling: overvalued stocks fall, undervalued stocks rise, oversold stocks soar. It's a reasonable trend of bull market adjustment, everything returns to a reasonable price, which is conducive to further rise. I predict, $Amazon (AMZN.US)$ And $Apple (AAPL.US)$ will be the same with its financial report. As for dragon brother $NVIDIA (NVDA.US)$ , it will still be the heaviest-weighted financial report in the market, which will determine the future trend of AI and all technology stocks. Currently in consolidation, I choose to wait for an opportunity.
Today's operation: $Microsoft (MSFT.US)$ sold, made a few points, all positions switched to $Alphabet-C (GOOG.US)$ Microsoft encountered resistance and fell back, within expectations. Google's financial report exploded and broke through strongly, the gap may partially fill back, at that time I will increase my position. Unless there is a problem with the overall large cap, but even so, Google won't drop too badly. The only thing to beware of is the island reversal, but we'll see when it happens, I don't see it at the moment. As for Microsoft, if it returns to around 370, just two words, I buy!
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本人散户,闲钱投资,名字为系统生成。这里记录投资感悟与趣事。所有言论都纯属娱乐,不是投资建议。此账号为本人唯一社媒平台。
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