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Microsoft Stock Discussion

Rellyyrees

11 minutes ago

151246838

27 minutes ago

The zuckerberg (ripple) effect

$Broadcom(AVGO.US)$ $Meta Platforms(META.US)$ $Taiwan Semiconductor(TSM.US)$ $Microsoft(MSFT.US)$ $Alphabet-C(GOOG.US)$
and every other AI proxy in the spider web.

Broadcom's 10-for-1 stock split: Is it time to jump in?

71484344

1 hour ago

$Microsoft(MSFT.US)$ $Alphabet-A(GOOGL.US)$ $Amazon(AMZN.US)$ $Meta Platforms(META.US)$ all techs eatint shit while all ETFs $S&P 500 Index(.SPX.US)$ $Dow Jones Industrial Average(.DJI.US)$ $NASDAQ(NASDAQ.US)$ rising like nuts

Some thoughts on the $GOOGL Wiz deal:

$Alphabet-A(GOOGL.US)$ $Alphabet-C(GOOG.US)$
1. The acquisition makes sense for GCP's portfolio.
GCP’s security portfolio is strong across analytics & managed services (Mandiant), SecOps/SIEM (Google Chronicle), and monitoring/governance (Cloud Monitoring, Dataplex).
Wiz is the top cloud security company and fills a lagging area in GCP’s roadmap.
2. Wiz significantly improves GCP's security competitive positioning with $Microsoft(MSFT.US)$ .
Microsoft has the lar...