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Microsoft walked away from talks to lease cloud capacity from Oracle for roughly $3 billion, and according to media reports the reason wasn’t price but technical — Oracle didn’t meet FedRAMP certification, the mandatory security framework for hosting U.S. government data. When Oracle $ORCL hesitated over the massive engineering burden and the time needed for quick fixes,...
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Analysis of the stock $VST and why I added the company to my portfolio?
There are companies the market overvalues. And then there are companies the market ignores because their story is too complex to fit into a single headline—and that’s what I see in Vistra Corp.'s shares.
The stock lost a third of its value in nine months. Meanwhile, the company has just signed the largest...
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Vistra may be less well-known among retail investors, but I wouldn’t say the market “ignores” it. The stock has gained over 500% in the past three years, so it doesn’t really look like a forgotten gem the market is only now discovering.
And as for the bet on nuclear: yes, Vistra has a significant nuclear component, but it’s not a pure nuclear story. Nuclear accounts for roughly 15% of installed capacity. In terms of generation the nuclear share will be higher, but it’s still not a purely nuclear player.
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Microsoft $MSFT is one of those names where analysts are gradually revising price targets upward — and this time Wells Fargo moved the target from $625 to $650 while keeping the "Overweight" rating. It's not a big move, but it's a signal that confidence in the long-term story remains. Microsoft's AI business reached $37 billion in annualized revenue with year-over-year growth...
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I’m still holding the company’s shares, and it’s a position I won’t be selling anytime soon. The company’s outlook and the moat it has give me another reason not to sell even at the current valuation. Apart from a few purchases at the beginning of the year and my ongoing monthly investments, I’m trying to accumulate capital and waiting to see how the market develops.
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Microsoft $MSFT pushes its "long game" in quantum: it announced a new chip Majorana 2, which was designed with the help of AI and on which it aims to have a commercially usable quantum computer by 2029. The chip uses, instead of common aluminum, unconventional lead-based superconducting materials that Microsoft selected using its own AI tools for materials research and with...
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Software stocks experienced their best month in 24 years while most of the market was being written off at the start of the year...
Let's take a look...
The iShares Expanded Tech-Software ETF $IGV went through its weakest quarter since 2008 in the first quarter of this year. The market was gripped by fears of the so-called 'SaaSpocalypse'.
In May, however, a literally legendary...
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Bill Ackman announced that in February he was buying $MSFT shares after a 15% drop, at a 21× forward P/E ratio. 📊
Azure is growing 40%, the AI business is making $37 billion annually and is up 123% year-over-year, while the sell-off was triggered by concerns over $190 billion in capex and fears of competition from $GOOG and $AMZN. 📈
Microsoft is now Pershing Square's fourth major...
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Portfolio under the microscope: $AAPL before earnings – buy zone remains at $245 USD 🍏
Apple will report quarterly earnings tomorrow after the close and it will undoubtedly be one of the most important events of the week. My buy price remains unchanged at 245 USD and at this time I see no reason to adjust it before the results. I would really like to hold this stock long-term in...
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Is AI starting to threaten software stocks? $MSFT $CRM $NOW
New worries on Wall Street suggest that artificial intelligence could fundamentally disrupt traditional software companies. Investors are starting to reassess the valuations of firms like Microsoft, Salesforce and ServiceNow, because AI tools are gradually taking over the tasks these companies have long profited from.
Th...
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In my opinion, it’s also about adapting to the new environment — meaning that if they can integrate AI into existing modules (see M365), it might not threaten them that much. Documents will still be written in .doc and presentations created in .ppt. The user simply won’t have to type/create for long; AI will do that for them. Also, I see a problem in migrating large companies’ operations from existing CRM platforms, etc., to a purely AI-based system.
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Hi Vojta.
I see the change as a challenge. I use Apple products and it was one of my first investments—I still hold it to this day and plan to keep holding. I like the company, and even though I think they’ve fallen behind in some areas and their AI isn’t top‑tier, I believe a company doesn’t have to be the best at everything. Apple is about design, simplicity, smoothness, and the ecosystem. That’s mainly why I own it and want to keep it.
There are things where partnerships can work if they’re set up well. We already have plenty of AI chat, so I’m curious how the new leadership will take it and which direction they’ll go. I’d like to see the Apple Vision glasses become more widely available. From the videos I’ve seen, the experience looks beautiful, and they could become number one there again. 😊
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So another company where it wouldn’t be about the fundamentals themselves, but about what Musk or influencers post on X.
Musk + FOMO + social media = the stock will shoot up to absurd levels 😂
That could be a good trading plan 🤔
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Microsoft – “must-have” shares close to target buy price
Microsoft $MSFT I’ve had on my watchlist for a while with a clearly defined entry price of 390 USD. It’s one of those “must-have” stocks I don’t currently hold in my portfolio. I’m prepared to invest 1.8% of the total value of my USD portfolio once it reaches that level. My long-term target price is 520 USD.
Two main...
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I'm eyeing Meta and still adding to Microsoft.