Why Microsoft has a 'meaningful ways to run,' analyst discusses

[@ramosace]

Biggest lesson i learnt in 2023 in the stock market is that nobody knows what is going to happen next, so practice some humility and low a strategy with a long term edge.

[@SirManselus]

Nobody knows anything; You need to create your own process, manage risk, and stick to the plan, through thick or thin, While also continuously learning from mistakes and improving.

[@Daisy-yr6ez]

Uncertainty... it took me 5 years to stop trying to predict what bout to happen in market based on charts studying, cause you never know. not having a mentor cost me 5 years of pain I learn to go we’re the market is wanting to go and keep it simple with discipline.

[@Charlotte-ew6sw]

Could you kindly elaborate on the advisor's background and qualifications?

[@Daisy-yr6ez]

My CFA ’ANGELA LYNN SCHILLING’ , a renowned figure in her line of work. I recommend researching her credentials further. She has many years of experience and is a valuable resource for anyone looking to navigate the financial market.

[@Charlotte-ew6sw]

Just ran an online search on her name and came across her websiite; pretty well educated. thank you for sharing.

[@mikemacb7rs4]

This guy is wrong. Without Nvidia, Microsoft wouldn’t have AI. Since gaming cards AMD has always chased Nvidia, this won’t change. If Elon gave up on competing with Nvidia everyone else will too.

[@ILoveTinfoilHats]

Microsoft is currently buying 100% of MI300 chips from AMD that they can get their hands on.

[@skeliskull]

Microsoft is also diversified outside of AI. They were growing massively even before the AI boom because of their cloud infrastructure. NVIDIA depends on AI hype to maintain its edge in the market. If an AI bubble does exist and crashes, Microsoft will likely sustain that hit much easier than Nvidia.

[@jonathanlaue3460]

As competition comes in. They’ve been saying that for the past 4 quarters! Jensen is not to be underestimated. As Peter Lynch said, first movers are rarely challenged “I’ll get the next Nvidia” - That rarely works.

[@PatrickLloyd-vj4tj]

Funny how i used to think every investor went broke during recessions and inflation, meanwhile some made millions. Bottom line, there's always a recession for some and profit for others, it all starts from having the right mindset. That said, I've set asides part of my savings to invest for future. Unfortunately I'm a complete newbie...

[@HaroldScott-zg7yo]

The market has gone berserk. irrespective of experience level, everyone needs a sort of coach at some point to thrive forward.

[@DynamicConstructionz]

True, A lot of folks downplay the role of professionals until being burnt by their own emotions. I remember a couple of summers back after my lengthy financial setback, I needed a good boost to help my business stay afloat hence I researched for licensed financial advisors and came across someone of due diligence who helped a lot to grow my reserve notwithstanding inflation to 165%

[@RobinPerez-we6fp]

How may I contact your licensed financial advisor as my portfolio is dwindling?

[@DynamicConstructionz]

Certainly, there are a handful of experts in the field. I've experimented with a few over the past years, but I've been stuck with *KAREN* *MARIE* *GENDRON* for about five years now, and her performance has been consistently impressive.

[@RobinPerez-we6fp]

Thanks for this. I just googled her name and found her webpage. I'm really impressed with her credentials and I reached out to her since I need all the assistance I can get.

[@jfj794]

The only reason one would take a contrarian position on NVDA is they weren’t holding it early enough.

[@andresmarchena6362]

Probably 😂😂, but some times you have to get out, I 3X my money then I drove CCL to the grown thinking there would be a bounce back after mid 2021. I still see a recession before I see a bounce back for small caps

[@Sonder2030]

Microsoft has more direct competition than Nvidia. Microsoft Azure is what it is because of Nvidia, they’re the foundation of enterprise AI.

[@sashafroyland]

🎉❤🎉Let’s Go!

[@benjamindavidson22]

Is NVIDIA a safe buy to outperform the market this year? I'm tired of these new buys every week, just to make up some assets with low percentage on my $136k portfolio and try to keep everything around 10%.

[@emiliabucks33]

Yes! but still make your own research. And I would avoid the index funds, mutual funds, or specific stocks for the time being. The 5% fixed incomes are the safest bet for now. Or hire/ work with a good market strategist. Youre safer that way

[@Johnlarry12]

I took charge of my portfolio but faced losses in 2022. Realizing the need for a change, I sought advice from a fiduciary advisor. Through restructuring and diversification with dividend stocks, ETFs, Mutual funds, and REITs, my $610k portfolio surged, yielding an annualized gain of 28%.

[@MarkGrimm8]

massive gains! mind sharing details of your adviser pleas? i've started gaining more cash flow with my employment and looking at putting money into stocks and alternative assets that can help fuel my money goal

[@Johnlarry12]

Carol Vivian Constable is the licensed advisor I use. Just research the name. You’d find necessary details to work with to set up an appointment

[@MarkGrimm8]

I looked up her name online and found her page. I emailed and made an appointment to talk with her. Thanks for the tip

[@DanH-u3f]

They are both great stocks to own.

[@tylermcginniskin3199]

Close. They’re both good businesses to buy.

[@Ronnieleec]

He lost his credibility when he led with competition for Nvidia. They will lose margin and see meaningful competition in maybe 2-3 years.

[@Joseph-T543]

Or in 10-15, or 20-30 years from now. 😅

[@Tazmanian_Ninja]

What makes you so sure of that?

[@Ronnieleec]

@@Tazmanian_Ninja look at their leadership in gpus over the past 5-10 years. Intel can’t get out of own way. AMD is good but can’t break the market. They were winning on CPUs, no software. Broadcom will be successful in their area, but Nvidia moving there too. Jensen claims they have order visibility out for a year. I think that will extend when they announce earnings in Feb. 2025.

[@dejabu24]

@@Ronnieleec don't forget competition from the companies like MSFT or GOOGL making their own chip, like it happened with the CPU

[@Ronnieleec]

@@dejabu24 Broadcom helps with a lot of that. I own A lot of MSFT, Google and have been buying AVGO.

[@slawomirozdoba4605]

NVIDIA is quite ahead of the competition for now, products are great, demand is great, if you look at p/e it may seem expensive, but on forward p/e it looks cheap. I'm comfortable holding the shares for the next 3-5 years.

[@rajendradoulaghar8349]

Entering enterprise AI software business is not that difficult for Nvidia, if it is successful with it's CUDA platform...Nvidia will be unstoppable. In a way Nvidia might be a competitor in AI software development for Microsoft and Google...

[@Adambarking]

I already own shares of TSLA, NVDA and APPL as well. Sure, I don't mind having these equities sit around for a while, but I'd also like to appreciate short-term opportunities that could fetch $200,000 or less..

[@AmithKaury]

I'm sure the idea of an invstment-Adviser might sound controversial to a few, but a new study by Motley-fool found out that demand for Financial-Advisers sky-rocketed by over 42% since the pandemic and based on firsthand encounter I can say for certain their skillsets are topnotch. I've accrued north of 580k within 16-months from an initially stagnant Portf0lio worth 85k.

[@RK-um9tu]

Legal or illegal opportunities?

[@myjourney1011]

I like both and including mag 7

[@tradingacademics]

why one or the other, I do both.

[@mikebostic9518]

Part of me thinks they're both good AI plays here.

[@Ronnieleec]

compare msft, crm or even adobe, software, with Nvidia over 5 years-NOT EVEN IN THe Neighborhood. This guy is so not correct. Look at 10 years, even worse.

[@Tazmanian_Ninja]

What do you mean?

[@chrischoir3594]

Julie you shouldn't wear a dress like that

[@ulysse9811]

It's OK with me

[@chrischoir3594]

@@ulysse9811 she would look better in Hillary pant suit.

[@GetJesse]

@@chrischoir3594 noooo pant suits, please

[@cybercab]

Why are you criticizing capitalism?

[@djlovetap2141]

X AI is going to really crush the Open AI / MSFT long term with products like robots, cars and LLM that run on less energy as they’re several companies in concert with multiple areas of overlapping technologies

[@Tazmanian_Ninja]

Because... Elon says so? You know... Elon the vaporware guy... The "over-promise and under-deliver" guy... ?

[@KPP-ti8us]

Buy..Buy..Buy.. NVIDIA.. soon will be 5T company..

[@Tazmanian_Ninja]

😹 You're like the Bitcoin maximalists... Bitcoin "to the mooooooon" 🚀