Jo Luke

    • Jo LukeJo Luke
      ·06-22 03:50
      Three dividend / cash-flow stocks I'm liking right now. Not chasing hype here — just looking at steady businesses that generate real cash. $UnitedHealth(UNH)$  — Healthcare leader, under some pressure recently, but the long-term demand trend is still intact. $BlackRock(BLK)$  — Global asset management giant, benefits from long-term ETF and passive flow growth. $Qualcomm(QCOM)$  — A quiet compounder powering mobile, edge, and connected devices globally. $Microsoft(MSFT)$  — Strong dividend growth plus the AI/cloud cash engine, still one of the highest-quality names in tech.
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    • Jo LukeJo Luke
      ·06-19
      $Microsoft(MSFT)$ Microsoft should catch up with the broader trend soon. It's unlikely to deviate too much from the main direction.
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    • Jo LukeJo Luke
      ·06-16
      I'll only say this once – this could be the fastest path to $1M by the end of 2026: $Ondas Holdings Inc.(ONDS)$  → $9 Strong Buy $Palantir Technologies Inc.(PLTR)$  → $130 Must buy $Adobe(ADBE)$  → $208 Must buy $NVIDIA(NVDA)$  → $209 Strong Buy $Microsoft(MSFT)$  → $396 Must buy This isn't about chasing strength. It's about buying quality during re-rating phases before sentiment fully flips. If the AI cycle extends, these are the names that will lead it. I often get asked why I don't turn this into paid content, but for me, sharing stock information is
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    • Jo LukeJo Luke
      ·06-16
      $Microsoft(MSFT)$  MSFT's price doesn't seem to fully reflect its financial and technical opportunities. It should be above 450, not below 400. Look at Apple and Google, they found a burst at the end of the day.
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    • Jo LukeJo Luke
      ·06-15
      $Microsoft(MSFT)$ My watchlist of potentially undervalued US stocks has grown quite a bit recently. I've added a few new names to the list, including the space stocks $AST SpaceMobile, Inc.(ASTS)$  and $Rocket Lab USA, Inc.(RKLB)$ , along with two of my existing holdings, $Amazon.com(AMZN)$  and MSFT. Space and AI infrastructure remain among the most compelling long-term themes in the market to me. If you had to pick just ONE of these four for the next five years, which would it be?
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    • Jo LukeJo Luke
      ·06-03
      $Microsoft(MSFT)$ Profit taking today, which is normal after this run-up from $400. I think this is a $650 stock. Just need some patience.
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    • Jo LukeJo Luke
      ·06-02
      $Microsoft(MSFT)$ Next stop is $480 or the upper resistance at $490, according to some well-known analysts.
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    • Jo LukeJo Luke
      ·05-28
      $Microsoft(MSFT)$  How can Microsoft's stock be red every day and not go up, when their data centers are starting to come online and all the great deals they have with Open AI and Anthropic? Open AI will soon be going public—the share price will be fantastic. Remember, Microsoft has 27% ownership in Open AI, and Anthropic has committed 30 billion (that's with a B) in Microsoft Azure. Cloud numbers are increasing every quarter. This company will be nothing but a cash cow. Something smells!
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    • Jo LukeJo Luke
      ·05-12
      If other stocks start to taper off, $Microsoft(MSFT)$  will jump above 430.
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    • Jo LukeJo Luke
      ·04-28
      $Microsoft(MSFT)$ If this is good enough for Burry, it's good enough for me.
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