The world can survive without $NVDA — but not without $MSFT.

我真係好犀利
05-01

$英伟达(NVDA)$ may be the face of the AI boom, but $微软(MSFT)$ is the backbone — cloud, productivity, enterprise, infrastructure... it’s all there.

While Nvidia dazzles with explosive growth, Microsoft moves like a disciplined giant — consistent, diversified, and deeply embedded in the global tech stack.

And let’s not forget $Meta Platforms, Inc.(META)$ either — strong Q1 numbers, big AI bets, and solid profitability 👏

🤞 Hoping this Microsoft + Meta earnings wave lifts broader market sentiment. Would be nice to head into the May Day weekend with some optimism, right?


What do you think:
👉 Is MSFT the true AI king?
👉 Or will NVDA keep dominating the narrative?

Let’s talk 👇

🎉Microsoft Enters $4 Trln Club! Who’s Next to Join the Elite Club?
Microsoft has become the second company in the world to reach a $4 trillion market capitalization after reporting quarterly earnings beats. Meta rocketed 11% as topped projections for second-quarter sales and gave a stronger-than-expected forecast for the current period, a sign that the social media company’s advertising business is still growing quickly enough to support aggressive spending on artificial intelligence. Two giants set new all time highs. AI battleground heats up: will you hold the two stocks? Is their AI spending good news for Nvidia? Can Apple become the third one?
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Comments

  • Merle Ted
    05-03
    Merle Ted
    Nvidia will be the first company to reach 10T valuation. It will not be tomorrow, but it will happen.
  • Venus Reade
    05-03
    Venus Reade
    Best managed company in tech, go Microsoft
  • Mooah
    05-02
    Mooah

    👍

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