Stellabrations
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- He thinks most of the workloads for genAI will be in the cloud. He sees all the important tech companies developing cloud technologies.
- He thinks $Oracle (ORCL.US)$ is interesting because so much of the client's data resides in $Oracle (ORCL.US)$ .
- Five years ago, $Alphabet-A (GOOGL.US)$ cloud was the best for AI. Now, he thinks every Big Tech is a specialist in certain things. For example, $Microsoft (MSFT.US)$ 's edge...
- He thinks $Oracle (ORCL.US)$ is interesting because so much of the client's data resides in $Oracle (ORCL.US)$ .
- Five years ago, $Alphabet-A (GOOGL.US)$ cloud was the best for AI. Now, he thinks every Big Tech is a specialist in certain things. For example, $Microsoft (MSFT.US)$ 's edge...
![A Former executive at $MSFT shares his view on the industry and company:](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240626/d639ca359d4a46de89c04bc10e997039.png/thumb?area=100&is_public=true)
![A Former executive at $MSFT shares his view on the industry and company:](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240626/b209adf500cf45e28fb6765d9fb3f676.png/thumb?area=100&is_public=true)
![A Former executive at $MSFT shares his view on the industry and company:](https://ussnsimg.moomoo.com/sns_client_feed/71465537/20240626/82ef2832ee484339aee1cf6a2e49efb6.png/thumb?area=100&is_public=true)
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With the surge in demand for AI in the market, my current long-term holding in my portfolios that have been making consistent profit for me by far are:
$Oracle (ORCL.US)$
$Broadcom (AVGO.US)$
$NVIDIA (NVDA.US)$
$Adobe (ADBE.US)$ , on the day scale, Adobe seem to reverse from its bearish run due to positive earnings this quarter + high AI demand.
$Oracle (ORCL.US)$
$Broadcom (AVGO.US)$
$NVIDIA (NVDA.US)$
$Adobe (ADBE.US)$ , on the day scale, Adobe seem to reverse from its bearish run due to positive earnings this quarter + high AI demand.
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$iShares Expanded Tech-Software Sector ETF (IGV.US)$ it has already reached the previous 2021 high at ~87.7 very high chance to break this in July and start a bullish rally for SaaS stocks with rotation of whale/hedgefund money out of semis
$ServiceNow (NOW.US)$ $Salesforce (CRM.US)$ $Adobe (ADBE.US)$ $Oracle (ORCL.US)$
$ServiceNow (NOW.US)$ $Salesforce (CRM.US)$ $Adobe (ADBE.US)$ $Oracle (ORCL.US)$
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Nobody else will ever do this!! i hope you appreciate the transparency! feel free to ask me anything :) each portfolio has its own goal! only posting this since i turned 20 today and ill be looking back at this post!
$Invesco QQQ Trust (QQQ.US)$ $SPDR S&P 500 ETF (SPY.US)$ $UiPath (PATH.US)$ $Cloudflare (NET.US)$
$Invesco QQQ Trust (QQQ.US)$ $SPDR S&P 500 ETF (SPY.US)$ $UiPath (PATH.US)$ $Cloudflare (NET.US)$
![My Stock Portfolio as a 20 year old!](https://ussnsimg.moomoo.com/sns_client_feed/73487095/20240427/203e26ba969349884c8746e1bc1a5a6d.jpg/thumb?area=100&is_public=true)
![My Stock Portfolio as a 20 year old!](https://ussnsimg.moomoo.com/sns_client_feed/73487095/20240427/480dfd15a06f4309a07249820676278e.jpg/thumb?area=100&is_public=true)
![My Stock Portfolio as a 20 year old!](https://ussnsimg.moomoo.com/sns_client_feed/73487095/20240427/8904553dda71b538d64c51fe1f3ce536.jpg/thumb?area=100&is_public=true)
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$Roblox (RBLX.US)$ anyone have insight why this is going down today aside from general market downside?
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