$Microsoft(MSFT)$ is another upgrade I find interesting. Azure, enterprise AI adoption and its broader ecosystem give Microsoft multiple ways to monetize AI. Still, I would watch valuation closely because even strong companies can pull back when expectations get too high.
For my own strategy, I do not treat every upgrade as a buy signal or downgrade as a sell signal. I focus on what changed in the analyst's assumptions and whether the long-term fundamentals remain intact. Patience, discipline and gradual accumulation remain my approach.
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- FabianGracie·09-28TOPThat 125 versus 54 spread is the whole story. Market is paying up for certainty, and CoreWeave's GPU capacity plus those tie-ups are exactly why the premium sticks1Report
- 1PC·09-28TOPNice Sharing 😁 @JC888 @DiAngel @Barcode @Aqa @koolgal @Shernice軒嬣 20002Report