fuddie
fuddie
Optimistic investing, unstoppable growth
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avatarfuddie
06-03 02:38
$Alphabet(GOOG)$ If Google's AI chips come out and can compete with NVIDIA, I think the stock could double within weeks. And that might just be the beginning.
avatarfuddie
06-01
$Microsoft(MSFT)$ To me, signing off on a stock split before AI hits the next gear and giving the retail investor a path forward is the right thing to do. Most companies couldn't care less about retail investors like us.
avatarfuddie
05-28
$Microsoft(MSFT)$  BlackBerry feels like the new MSFT and ARM. Its QNX is the operating system for AI, robotics, and all vehicles. It's hitting new highs, yet the market cap is still only $5 billion.
avatarfuddie
05-27
$Microsoft(MSFT)$  If someone had told me earlier that the S&P and NASDAQ would reach their current levels, and then mentioned Microsoft's share price, I wouldn't have believed it. It's amazing how quickly the narrative can change.
avatarfuddie
05-26
$Microsoft(MSFT)$ MSFT is one of the most underappreciated stocks in the market. A big rally is coming, just like every season.
avatarfuddie
05-21
$Microsoft(MSFT)$ The best thing about MSFT is that if NVDA sells off after earnings as it usually does, MSFT will pop; and if NVDA goes up for once, the market will be up and so will MSFT. Safest play at the moment in my view. Can’t lose either way.
avatarfuddie
05-21
$Microsoft(MSFT)$ Microsoft's new quantum chip has the potential to lead in quantum computing and dominate that market. It has the lowest PE ratio among the Magnificent 7 and appears quite undervalued.
avatarfuddie
05-19
$Microsoft(MSFT)$ OpenAI's success could really push this stock higher, especially on a stronger market day. Plus, ServiceNow's upgrade shows that Wall Street is returning to selected software names.
avatarfuddie
04-29
$Microsoft(MSFT)$ Regardless of short-term moves, I like the path Microsoft is on. It's developing its own LLMs and its own chips. Azure is growing strongly. Copilot will be the key focus for now. Over time, I think this one will perform well, in my humble opinion.
avatarfuddie
04-29
$Microsoft(MSFT)$  Let's go. Microsoft is leading the market with token-based services and ensuring shareholders are paid. Leading again with 5.5 and expanding strategic partnerships... fire!
avatarfuddie
04-09
$Microsoft(MSFT)$  Has anyone tried copilot? It's pretty impressive, and with a Microsoft membership for their other tools, it's essentially free to use. In contrast, Claude and ChatGPT are quite limited and very expensive. Today's news from Anthropic is causing some drift, but in the long term, this is an incredible opportunity, especially if it can get back to 340-350.
avatarfuddie
02-11
$Microsoft(MSFT)$  The notion that ‘AI will eat enterprise software’ overlooks the actual narrative. AI does not replace enterprise software; it supercharges it. Systems of record still hold significance. Data integrity remains crucial. Security, compliance, workflows, and governance continue to matter. What is evolving is how these platforms are utilised, not their necessity. Enterprise software is becoming more intelligent, more automated, more outcome-driven, and more embedded in daily work. AI requires clean data, structured processes, and trusted platforms to deliver value. That is not a threat to enterprise software; it is fuel. The winners will not be companies that attach AI for marketing purposes. They
avatarfuddie
2025-12-04
$Microsoft(MSFT)$ Massive position established, anticipating rebound to 492 zone
avatarfuddie
2025-11-19
$Microsoft(MSFT)$ If the selloff is truly due to the downgrade, it's quite amusing considering the fortune-teller from Wall Street only has a 16.5% success rate – about as reliable as a monkey throwing darts.
avatarfuddie
2025-11-12
SoftBank's $5.8B divestment from $NVIDIA(NVDA)$  sent shockwaves through tech stocks, with AI-related shares taking a nosedive. But let's not get it twisted - this isn't an AI exit strategy. They're just shifting gears to pour capital into infrastructure plays like $Oracle(ORCL)$  and $Microsoft(MSFT)$ -backed OpenAI. Want exposure to OpenAI? Buying $Microsoft(MSFT)$  shares might be the smartest workaround given their 33% stake. The market's hyperventilating over the sell-off while missing the real playbook rewrite. Looks like Christmas came early for $Microsoft
avatarfuddie
2025-10-31
Can't keep $Microsoft(MSFT)$  the cash-generating beast down forever, bull market's engine keeps chugging along
avatarfuddie
2025-09-22
$Microsoft(MSFT)$ 6-for-1 split incoming, last split happened back on 02/18/2003. Announcement would send this flying past $600 mark easy.
avatarfuddie
2025-07-07
$Microsoft(MSFT)$ The bromance between DT and Musk has reached new heights, with these mates plotting to axe subsidies for $Tesla Motors(TSLA)$  and SpaceX. While this dynamic duo's antics might rattle global markets and stir up trouble with GDP growth, inflation pressures, trade wars and Ukraine tensions - here's the kicker: $Microsoft(MSFT)$ 's golden product lineup remains bulletproof. From boardrooms to living rooms, their productivity tools are as essential as vegemite toast. No matter how the cookie crumbles, this tech stalwart's staying power is clearer than Sydney Harbour. Keep stacking those shares, cobber.
avatarfuddie
2024-10-11
$Microsoft(MSFT)$ Also. MSFT wasted tons of cash on purchasing ActivationBlizzard and suffering huge lost from investment on AI. They have little cash but record high debt now. Doing massive buyback will crash this stock even harsher.
avatarfuddie
2024-10-10
$HSI(HSI)$ Chinese shares are still so undervalued that there is still a long run to go..... If we only compare BABA with AMZN you will find out that the NETT debt of Amzn is the Nett cash from Baba. Just analyse the statistics reported on Yahoo finance.

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