Microsoft

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$Microsoft(MSFT.US) Super investor Bill Ackman has purchased shares of Microsoft, marking another investment in the Mag 7 stocks. He believes Microsoft, with its strong enterprise technology franchises M365 and Azure, is undervalued. He also sees potential in Microsoft's 27% stake in OpenAI. Despite concerns over competition and growth, he views these as overstated. I agree with his point of view, buying great moat companies at discounted prices and looking for long term gains. @Bridge Buzz SG

$Microsoft(MSFT.US) Microsoft falling back to support line of 400 once more as slight beat in earnings was not enough to convince investors to stay/join back the party. Short sellers making their moves with put options as well contributing to the pull back of the stock. Azure's continued 38% growth was in line with expectations but nothing too exceptional, and with Google Cloud coming in hot as a rival in the cloud business, inflows are being redirected to Google instead. Fundamentals still look strong to me for Microsoft, but gaming revenue being down could be a warning sign for that segment of Microsoft's business that they need to rectify sooner than later. @Bridge Buzz SG

$Strategy(MSTR.US) Strategy reported an operating loss of $14.5 billion for Q1 2026, significantly impacting its financials despite a revenue of $124 million. The company's substantial Bitcoin holdings, totalling 818,869 coins, create volatility in its earnings largely due to the unrealized losses on digital assets. However, the market doesn't really care when following trends and hype. With recent bullish Bitcoin momentum, traders have swung into Startegy once more, bringing the stock back close to 200. Yet, it remains a question whether this is sustainable for the long run as Bitcoin thrives only when there's demand for it. @Bridge Buzz SG

$Alphabet(GOOGL.US) Google announced their new algorithm called TurboQuant which compresses the key-value cache — the high-speed memory store that allows an AI model to retrieve past calculations without reprocessing them — to just 3 bits per value, down from the standard 16. This new breakthrough follows a similar situation in Gemini, albeit there is no further prove of the former's efficiencies yet. Besides, Google losing the lawsuit also pushed the stock down further, and till the global situation improves, Alphabet just needs to find a catalyst to stabilise and consolidate. @Bridge Buzz SG

$Amazon(AMZN.US) Meta Platforms and Amazon announced that Meta will utilize Amazon Web Services' Graviton5 CPUs under a multi-year agreement valued at billions. The deal involves the use of Graviton chips equivalent to "tens of millions of cores," which will enhance Meta’s AI infrastructure. The news has seen the stock rising up to 52 weeks new highs and Amazon's continued rise comes as a relief after almost stagnating for the past year. Good job to all Amazon bag holders! @Bridge Buzz SG

$Amazon(AMZN.US) Amazon is reporting earnings after the bell and AWS remains one of the key things to take note of. On top of that, tonight will be Powell's last FED meeting and rate cut decision, and this would definitely affect the overall market on top of the earnings of Mag 7 companies. Expect volatility of maybe around 5% based on options statistics and how people are estimating earnings to turn out. @Bridge Buzz SG

$Nebius(NBIS.US) Nebius reported stronger than expected Q1 2026 results. The company posted an adjusted loss of $100.3 million for the quarter, significantly better than Wall Street expectations for a $174 million loss. Meanwhile, revenue came in at $399 million, surging 684% year-over-year and topping analysts' estimates of $375.1 million. This huge beat comes as a confidence booster for investors as the company targets more investment inflows from other top companies while working on turning profitable in the foreseeable future. However, I do think the current price is slightly overvalued and would correct down after the hype dies down. @Bridge Buzz SG

$Unitedhealth(UNH.US) Midterm years are usually not as favourable for healthcare stocks as the turnover in policies may not be good for the sector. This is especially evident after Trump took over Presidency, and his policies are harsher on the profitability of healthcare companies. Nonetheless, Unitedhealth remains one of the biggest healthcare operator in the US and I expect them to compound and eventually get back up. @Bridge Buzz SG

【Week 3 – My Portfolio Health Check, Good swing trade on SMCI】 Bought the dip in SMCI back when the news of the co founder allegedly smuggling Nvidia chips to China first broke out. Held through even lower dips as I believed the negative sentiment will pass as it has always been. Now, spectacular earnings has the stock roaring back up above 30/share and I'm enjoying the bullish run for now. However, the earnings results are unaudited so volatility still remains so I believe this is a great stock for swing trading. Stay safe! @Bridge Buzz SG

$NVIDIA(NVDA.US) Nvidia has underperformed relative to its competitors in AMD and even Intel in the last 6 months. This underperformance is mainly due to Nvidia providing less clarity on its 2027 revenue outlook compared with competitors that have offered stronger long-term guidance. Nvidia's $1 trillion opportunity discussed at its GTC conference also does not fully include future growth drivers, such as new business that has not yet been booked and potential contributions from the Rubin pod architecture. Investor sentiment has also been pressured by concerns that NVDA could face stronger competition from custom AI chips and margin pressure from rising memory costs. Yet I continue to believe that Nvidia's dominance is far from over. @Bridge Buzz SG

$ServiceNow(NOW.US) Has the rotation of AI started? Semiconductor stocks were tumbling on Friday while the software sector was gaining. 13F filling for Q1 showed that Trump has invested into ServiceNow, presumably because the stock is at a valuation too cheap to ignore and also possibly hinting where money rotation is going to next. I'm not saying people should invest into software stocks now, but software stocks like NOW is not going away anytime soon. Business fundamentals remain solid, while super investors continue to purchase at cheap valuations. This tells me there is still a long runway for the stock to grow. @Bridge Buzz SG

【Week 4 – My Portfolio Health Check, Going long on IREN】Started a postion in IREN as it transforms into one of the most intriguing AI infrastructure plays. The latest catalyst came as the company unveiled a massive 5  year, 3.4 billion AI cloud agreement with Nvidia, reinforcing the company’s growing position in the AI compute arms race. Under the agreement, IREN will provide managed GPU cloud services powered by NVDA Blackwell systems for Nvidia’s own AI and research workloads, while both companies also plan to collaborate on deploying up to 5 gigawatts of AI infrastructure. Nvidia additionally secured the right to potentially invest as much as $2.1 billion into IREN, a strong signal that the chip giant sees the company as a strategic long-term infrastructure partner. @Bridge Buzz SG

【Week 2 – My Portfolio Health Check, Bank stocks are underrated】JPMorgan is one of the best-run banks on earth and their earnings just reflected that. They added 4.5billion in revenue YOY, and continue to increase revenue from different segments of the business, be it through M&A advisory fees or fixed income trading. Price to earnings ratio is also relatively cheaper than most of the time in history and yet people are overlooking the bank stocks. In my opinion, anything under 300 or close to 300 is a buy for me as JPMorgan has proved to be a solid choice through downturns like Covid and global financial crisis. @Bridge Buzz SG