$Microsoft(MSFT)$ It's a shame Microsoft still can't turn positive. They have so much going for them. They'll make a lot from OpenAI, their investments are sound, and they've created ample opportunities across the board to deliver incredible gains for shareholders.
$NVIDIA(NVDA)$ When bears say Google raising money for more AI spend means it's over, I think they're missing the point. This isn't over by a long shot.
$Alphabet(GOOG)$ Berkshire and Cathie Wood recently bought Google shares. We all know how much Berkshire purchased. Wood also bought $96 million in Google shares after the recent drop. Different strategies: Berkshire is long term while Wood is short term. It's a good time to buy.
$Alphabet(GOOG)$ With Berkshire backing Google with funds, I think this stock should be over $500. Google is an ecosystem and they are strong in the game.
$Alphabet(GOOG)$ If I've calculated this right, it's roughly a 5% dilution, or maybe a $15 impact on the share price. So the price should have already factored that in by now. I expect it to recover quickly from here and move up with the rest of the high-flyers.
$Microsoft(MSFT)$ The whole hype is about Google raising $80 billion to finance AI, which is raising a fear that Microsoft, IBM, and maybe more companies will need to raise some money. Regarding Microsoft, their free cash flow is very positive and they haven't announced anything. So, it's possible the market will brush off the whole Google story if Microsoft can hold the price between $440 and $450 over the next couple of days. If that happens, the next leg could be towards $500.
$NVIDIA(NVDA)$ A strong buy. It looks undervalued. I think it's worth 339! The new laptop products should accelerate growth, setting up for massive earnings and growth in the coming years. I'm loading up on more.