📈 Microsoft at new highs, App-To The Moon - Tiger Brokers Online Investing Community - To The Moon

📈 Microsoft at new highs, Apple down 20 % YTD — which tech titan deserves your next dollar?

Why Microsoft keeps grinding higher

Azure still stealing share – Cloud revenue growth re-accelerated to 29 %. Every 1 % gain vs. AWS adds ≈ US$1 B to annual profit.

Copilot everywhere – AI add-ons baked into Windows, Office 365, and Dynamics should lift average subscription prices 10–15 %.

Balance-sheet fortress – Net cash position + AAA rating = dry powder for more AI chips/partnerships (OpenAI, Mistral, Inflection).

Why Apple is lagging (for now)

iPhone cycle in a lull – Unit growth flat; Vision Pro is too niche to move the needle yet.

Siri revamp pushed to 2026 – Market fears Apple is late to the Gen-AI gold rush.

China headwinds – Competitive pressure from Huawei + softer consumer spending clipped Greater China sales 8 % last quarter.

Valuation snapshot (rounded)

$Microsoft(MSFT)$ : 36 × forward P/E, 11 × sales

$Apple(AAPL)$ : 28 × forward P/E, 7 × sales

Microsoft is pricier, but the Street is paying for visible cloud + AI growth. Apple looks cheaper only if hardware momentum returns.

How I'd play it

1. Core long MSFT – Keep riding the AI/Cloud momentum; use 50-DMA (~US$415) as a trailing stop.

2. Accumulate AAPL on weakness – Add in tranches below US$185; capital-return machine (US$110 B buyback authorisation) plus upside from AI refresh in 2026.

3. Pairs trade idea – Long MSFT / short equal dollar amount of XLK ETF if you expect Apple to keep dragging the sector index.

Quick bull vs. bear checklist

Need growth + AI leverage now? → Microsoft.

Believe in a delayed but powerful AI/iPhone super-cycle? → Apple.

Want diversification and income? → Own both; dividend yields (MSFT 0.7 %, AAPL 0.6 %) sweeten the hold.

Microsoft Hits New Highs Again! Is Meta Next?

Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.” Meta Platforms got a boost Monday as the tech giant announced plans to introduce paid advertising to WhatsApp, opening up a new revenue stream. It's proving AI monetization to the market. --------- With the stock only one step from its all time high, will Meta be the next to set new high? Will you jump on the wagon of Microsoft?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Is Meta Next?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ef87ffef961546a5aa8678b0024909bb}&rnconfig={\"headerBarHidden\": true}","description":"Microsoft has been on an impressive tear lately. After blowing past expectations in its Q1 earnings (which led to a 7.6% surge in a single day), the stock barely paused. No real pullbacks, just steady daily gains, the definition of “slow and steady wins the race.”\nMeta Platforms got a boost Monday as the tech giant announced plans to introduce paid advertising to WhatsApp, opening up a new revenue stream. 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Every 1 % gain vs. AWS adds ≈ US$1 B to annual profit.</p>\n<p>Copilot everywhere – AI add-ons baked into Windows, Office 365, and Dynamics should lift average subscription prices 10–15 %.</p>\n<p>Balance-sheet fortress – Net cash position + AAA rating = dry powder for more AI chips/partnerships (OpenAI, Mistral, Inflection).</p>\n<p><br></p>\n<p>Why Apple is lagging (for now)</p>\n<p>iPhone cycle in a lull – Unit growth flat; Vision Pro is too niche to move the needle yet.</p>\n<p>Siri revamp pushed to 2026 – Market fears Apple is late to the Gen-AI gold rush.</p>\n<p>China headwinds – Competitive pressure from Huawei + softer consumer spending clipped Greater China sales 8 % last quarter.</p>\n<p><br></p>\n<p>Valuation snapshot (rounded)</p>\n<p><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;: 36 × forward P/E, 11 × sales</p>\n<p><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;: 28 × forward P/E, 7 × sales</p>\n<p>Microsoft is pricier, but the Street is paying for visible cloud + AI growth. Apple looks cheaper only if hardware momentum returns.</p>\n<p>How I'd play it</p>\n<p>1. Core long MSFT – Keep riding the AI/Cloud momentum; use 50-DMA (~US$415) as a trailing stop.</p>\n<p>2. Accumulate AAPL on weakness – Add in tranches below US$185; capital-return machine (US$110 B buyback authorisation) plus upside from AI refresh in 2026.</p>\n<p>3. Pairs trade idea – Long MSFT / short equal dollar amount of XLK ETF if you expect Apple to keep dragging the sector index.</p>\n<p><br></p>\n<p>Quick bull vs. bear checklist</p>\n<p>Need growth + AI leverage now? → Microsoft.</p>\n<p>Believe in a delayed but powerful AI/iPhone super-cycle? → Apple.</p>\n<p>Want diversification and income? → Own both; dividend yields (MSFT 0.7 %, AAPL 0.6 %) sweeten the hold.</p></body></html>","htmlText":"<html><head></head><body><p>📈 Microsoft at new highs, Apple down 20 % YTD — which tech titan deserves your next dollar?</p>\n<p>Why Microsoft keeps grinding higher</p>\n<p>Azure still stealing share – Cloud revenue growth re-accelerated to 29 %. Every 1 % gain vs. AWS adds ≈ US$1 B to annual profit.</p>\n<p>Copilot everywhere – AI add-ons baked into Windows, Office 365, and Dynamics should lift average subscription prices 10–15 %.</p>\n<p>Balance-sheet fortress – Net cash position + AAA rating = dry powder for more AI chips/partnerships (OpenAI, Mistral, Inflection).</p>\n<p><br></p>\n<p>Why Apple is lagging (for now)</p>\n<p>iPhone cycle in a lull – Unit growth flat; Vision Pro is too niche to move the needle yet.</p>\n<p>Siri revamp pushed to 2026 – Market fears Apple is late to the Gen-AI gold rush.</p>\n<p>China headwinds – Competitive pressure from Huawei + softer consumer spending clipped Greater China sales 8 % last quarter.</p>\n<p><br></p>\n<p>Valuation snapshot (rounded)</p>\n<p><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;: 36 × forward P/E, 11 × sales</p>\n<p><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;: 28 × forward P/E, 7 × sales</p>\n<p>Microsoft is pricier, but the Street is paying for visible cloud + AI growth. Apple looks cheaper only if hardware momentum returns.</p>\n<p>How I'd play it</p>\n<p>1. Core long MSFT – Keep riding the AI/Cloud momentum; use 50-DMA (~US$415) as a trailing stop.</p>\n<p>2. Accumulate AAPL on weakness – Add in tranches below US$185; capital-return machine (US$110 B buyback authorisation) plus upside from AI refresh in 2026.</p>\n<p>3. Pairs trade idea – Long MSFT / short equal dollar amount of XLK ETF if you expect Apple to keep dragging the sector index.</p>\n<p><br></p>\n<p>Quick bull vs. bear checklist</p>\n<p>Need growth + AI leverage now? → Microsoft.</p>\n<p>Believe in a delayed but powerful AI/iPhone super-cycle? → Apple.</p>\n<p>Want diversification and income? → Own both; dividend yields (MSFT 0.7 %, AAPL 0.6 %) sweeten the hold.</p></body></html>","text":"📈 Microsoft at new highs, Apple down 20 % YTD — which tech titan deserves your next dollar? Why Microsoft keeps grinding higher Azure still stealing share – Cloud revenue growth re-accelerated to 29 %. Every 1 % gain vs. AWS adds ≈ US$1 B to annual profit. Copilot everywhere – AI add-ons baked into Windows, Office 365, and Dynamics should lift average subscription prices 10–15 %. Balance-sheet fortress – Net cash position + AAA rating = dry powder for more AI chips/partnerships (OpenAI, Mistral, Inflection). Why Apple is lagging (for now) iPhone cycle in a lull – Unit growth flat; Vision Pro is too niche to move the needle yet. Siri revamp pushed to 2026 – Market fears Apple is late to the Gen-AI gold rush. China headwinds – Competitive pressure from Huawei + softer consumer spending clipped Greater China sales 8 % last quarter. Valuation snapshot (rounded) $Microsoft(MSFT)$ : 36 × forward P/E, 11 × sales $Apple(AAPL)$ : 28 × forward P/E, 7 × sales Microsoft is pricier, but the Street is paying for visible cloud + AI growth. Apple looks cheaper only if hardware momentum returns. How I'd play it 1. Core long MSFT – Keep riding the AI/Cloud momentum; use 50-DMA (~US$415) as a trailing stop. 2. Accumulate AAPL on weakness – Add in tranches below US$185; capital-return machine (US$110 B buyback authorisation) plus upside from AI refresh in 2026. 3. Pairs trade idea – Long MSFT / short equal dollar amount of XLK ETF if you expect Apple to keep dragging the sector index. Quick bull vs. bear checklist Need growth + AI leverage now? → Microsoft. Believe in a delayed but powerful AI/iPhone super-cycle? → Apple. Want diversification and income? → Own both; dividend yields (MSFT 0.7 %, AAPL 0.6 %) sweeten the hold.","highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":4,"favoriteSize":0,"link":"https://ttm.financial/post/445622043980416","repostId":0,"isVote":1,"tweetType":1,"viewCount":384,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AAPL","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1435,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/445622043980416"}