No Data
No Data
Apple, Tesla And Other MAG 7 Peers Too Expensive? Top Hedge Fund Challenges 'Overvaluation' Concerns, Says They Are Fairly Priced If They Sustain 20% Earnings Growth Rate
Microsoft Drops Support For Intel's 10th Gen Processors On Windows 11 24H2, Marking An End To The Iconic "Comet Lake" Lineup
What to Know About the Market as the 'Magnificent Seven' Stocks Lose Momentum
Microsoft Is Laying Off Employees — Will That Negatively Affect Its Stock?
Software Stocks Are on Fire - and the Party Can Keep on Going This Year
Broadcom Could Be a Winner From Arm's Push Into Making Its Own Chips: JPM
Tonyco : I'm gonna start a trail at 407 i think!
Ultratech OP Tonyco : if it goes higher after won't matter too much. those little arrows aren't too reliable
Junius Falcon : MSFT EPS is actually growing slower, you will see that in NVDA one day as base EPS is becoming big, unless they figure out something else adding explosive growth (i.g. automotive, physical AI, etc.).P/EG of about 2.2 is surely not cheap. It would either drop quickly to 380 or up and down more so that future EPS lower the P/E while more growth from AI cloud, etc.And all that is while SP500 remaining stable
Ultratech OP Junius Falcon : I don't go by those moomoo distribution charts i see msft as being the largest holding of every major institutional holding though if it's good enough for them its good enough for me
Junius Falcon Ultratech OP : It is not moomoo chart, it is how you correlate company performance to stock price, the quantitative fundamental analysis. You would see many in finance professionals are accountants.
They have hold it from the bottom since long time. When something wrong they drop it. So far MSFT is always OK and time to time they have new services and products adding to new cycles of growth.
View more comments...