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re: MSFT, AMZN, GOOG
Posted on 10/29/26 at 9:58 am to Paul Allen
Posted on 10/29/26 at 9:58 am to Paul Allen
quote:
FAANG stocks aren’t what they used to be.
AAPL sitting at all time highs
Posted on 10/29/26 at 2:24 pm to Paul Allen
quote:
FAANG stocks aren’t what they used to be.
No, most are exactly what they used to be. I would obviously worry about Netflix though. In addition, I believe that AI is gonna eat Microsoft's lunch in the coming years. The rest are quality businesses.
Posted on 10/29/26 at 2:41 pm to Hitman67
quote:
In addition, I believe that AI is gonna eat Microsoft's lunch in the coming years.
Why?
Posted on 10/29/26 at 3:09 pm to David_DJS
Because Microsoft sells licenses. …if businesses are more productive with less workers they need fewer licenses.
Posted on 10/29/26 at 3:32 pm to David_DJS
AI writes it's own software and can build any product you can think of. It's just a hunch, but I think they will be impacted for sure. Lol, Elon even calls his AI data centers MACROHARD and MACROHARDER. i think this is a middle finger to Bill Gates. Bill Gates at one time had around a billion dollar short on Tesla stock. If you watch Elon's interviews, it's pretty obvious that he detests Bill Gates.
Posted on 10/29/26 at 3:34 pm to Hitman67
quote:
If you watch Elon's interviews, it's pretty obvious that he detests Bill Gates.
So do I....dude has his nose in all kinds vaccines and crap that he has no business in.
Posted on 10/29/26 at 3:35 pm to Hitman67
Pinterest missed on earnings. I’m officially taking this seriously.
Posted on 10/29/26 at 3:36 pm to Cajun75
I think everyone hates bill gates.
Posted on 10/29/26 at 3:39 pm to Hitman67
quote:
he detests Bill Gates.
Who doesn't. He's creepy AF.
quote:
AI writes it's own software and can build any product you can think of. It's just a hunch, but I think they will be impacted for sure.
Understood and I think that's already happening, but isn't MSFT building a massive AI/compute business too? If I'm not mistaken, that's where all the growth has been recently. I think they've been beaten down like GOOGLE has, for the same reason - scary, scary, oh so scary levels of AI-related capex in the offing.
Posted on 10/30/26 at 1:32 pm to David_DJS
quote:
MSFT building a massive AI/compute business too?
Yes, and they have a customer base that already trusts them to handle enterprise wide systems securely. They’ll simply charge more for the fewer seat licenses that are required due to the additional value those licenses provide from AI. On top of that they can provide a services business to better utilize the AI the businesses are purchasing.
ETA MSFT also took a beating a few months back because they weren’t investing as heavily as the other hyperscalers. In hindsight they were smart to wait.
This post was edited on 10/30/26 at 1:35 pm
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