The market’s reaction to $GOOG spending is giving long-term investors a massive gift 📈
3 reasons Alphabet is severely undervalued right now:
1️⃣ Cloud Acceleration: Google Cloud revenue jumped 82% YoY to $24.8B, proving enterprise AI demand is exploding.
2️⃣ Search Moat
The market's reaction to $MSFT spending is giving long-term investors a massive gift. 📈
3 reasons Microsoft is severely undervalued right now:
1️⃣ Cloud Dominance: Azure grew 43% YoY, crossing $100B in annual revenue as GPU capacity online time doubled.
2️⃣ Unprecedented
The market’s reaction to $META spending is giving long-term investors a massive gift 📈
3 reasons Meta is severely undervalued right now:
1️⃣ Pure Top-Line Dominance: Revenue grew 28% YoY to $60.8B, backed by 3.60B daily active users.
2️⃣ Distorted Earnings: GAAP EPS missed
Palantir ($PLTR) just put up one of the cleanest software growth quarters in history. 📈
• $1.94B in quarterly revenue (+93% YoY)
• $1.06B in GAAP net income
• Raised FY26 revenue guidance to $8.15B+
Enterprise demand for AIP isn't just growing—it's compounding at a rate the
HOW IS $META STILL UNDER $600???
In case you forgot:
1️⃣ Pure Top-Line Dominance: Revenue grew 28% YoY to $60.8B, backed by 3.60B daily active users.
2️⃣ Distorted Earnings: GAAP EPS missed due to $3.58B in non-recurring legal/severance charges—normalized EPS is actually ~$7.35.
$NVDA is trading at new all-time highs as the artificial intelligence gold rush accelerates.
But is the valuation truly justified?
Trading at over 70x P/E, many bears scream "bubble."
• Holding strong above the 200-day SMA ($195.50)
• Key major support sitting at $193-$200
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