$NVIDIA(NVDA)$ $Amazon.com(AMZN)$ $Microsoft(MSFT)$ Everything but $Oracle(ORCL)$ is turning green. The results were actually good, and it's yet another confirmation of extremely high market demand. It's just that the scale of it all is a bit too much for investors. Even if Oracle issues shares, it's to fund high-return growth to serve that demand, not like some panic crisis share dumping to save the company. If they were in a bad situation, they would have dumped those shares onto the market already. They didn't even do it at the earlier peak of $250, which means they
$Microsoft(MSFT)$ AI is no more a threat to software than a calculator is to my PC. As far as I'm concerned, this entire "sell software" narrative was a scam pushed by a bunch of short sellers. Call it 'inverse hype' if you wish. Keep an eye on software stocks while they're relatively cheap. AI = zero threat.
$Alphabet(GOOG)$ $Alphabet(GOOGL)$ Berkshire's $10B investment price provides a solid floor in the near term. It's pretty much there already. Any market-wide weakness would be a buying opportunity.
$Alphabet(GOOG)$ Google is generating billions in revenue, both directly and indirectly, from AI tokens. As the volume of tokens processed across its platforms scales aggressively—reaching 3.2 quadrillion per month—the company has successfully weaponized “tokenomics” to drive growth across its enterprise and developer ecosystems.
$Alphabet(GOOG)$ Gemini is really gaining ground on ChatGPT. Over the last year, its market share skyrocketed from 5.7% to roughly 25.5%, while ChatGPT's total share dipped as the space got more crowded.