LITE.zip

It is so hectic after the market close today.

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As of 5:16 PM EST MSFT +4% Phew,what a relief GOOG -10.5% Sigh,driving me crazy PANW -6.7% -> Impact of FTNT's disastrous earnings CRM -6% -> Impact of NOW's disastrous earnings LITE +12% -> Why are you going up???.

Today's PLTR Situation

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It closed at 196.81,down 0.97% in regular trading.Unlike MSFT,which surged +4.8% after hours,PLTR was slightly down in after-hours trading around195.75.In other words,MSFT's positive momentum did not spill over to PLTR:What weighed on PLTR today was RBC's ...

MU, DRAM

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After two agonizing years of watching MSFT do absolutely nothing,I finally lost my patience and sold every last share.Naturally,I rotated heavily into MU—because all the "experts" swore memory chips were guaranteed to fly high this year.And how did the st...

Is Microsoft pulling everything up after its earnings last week?

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Palantir is soaring after earnings today as well.Are many tech and semiconductor stocks returning to where they belong after falling? I thought AMD would go down further,but its upward momentum is impressive.It's a bit disappointing since I feel like I mis...

Microsoft pulled off a big one.

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Microsoft pulled off a big move faster than expected.They say they are cutting CapEx numbers (though Gemini explains actual spending remains fixed).I thought Meta would do it,but anyway.now that someone ignited the spark,over time they will competitively t...

MSFT up 7% after hours

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Is it going up because they said they won't spend more money?. Presented an outlook that monetization will outpace spendingThey say Azure revenue guidance has improved significantly👍.

Two key points to watch for Google's earnings

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First,looking at the M7 stocks and Google with the daily price and volume analysis we've created so far using Claude code.Looking at Google's price analysis,it doesn't look very good.Ticker Overall buy / sell RSI(14) MACD MA Status ADX (Trend)QQQ Hold +1 4...

The reason why GOOG dropped today - Ongoing Legal Challenges in the EU

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Google's Ongoing Legal Challenges in the EUGoogle is currently facing significant legal pressure,including a new lawsuit from the European Union,bringing the total number of active lawsuits to two.This latest legal action carries substantial financial impl...