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$MSFT и $META огромные превышения доходов. Мания вот-вот перейдет на вторую передачу.

5 мая 2025 г.
Trump tariff dump was the final shakeout before parabolic mania in AI stocks
Everyone is aware of how rapidly normies are adopting ChatGPT / MetaAI / Grok. Everyone knows exposure to this massive shift in consumer behaviour is via $MSFT $NVDA $META + others
Microsoft price action following earnings (good Azure numbers due to AI growth) indicates a lot of allocators are sidelined (macro fears). Sidelined capital will be forced to buy higher and higher as they realise they missed the dip
$SPX $QQQ new all-time highs soon regardless of macro situation ( $BTC to follow, $TAO to infinity )

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