$8035 (-15,82%) . $ASML (-2,05%)
$MSFT (-3,35%)
$GOOGL (-2,47%)

Hello my dears,

I've been invested in these four companies for a few months now.

And I quickly noticed something here.

Alphabet and Microsoft behave almost the same way.

Sometimes one share is slightly ahead, but then it doesn't take long for the other share to follow.

It's the same with ASML and Tokyo Electron.

That's why it was almost clear to me that after the mini crash at ASML there would also be a crash at Tokyo Electron after the figures.

(I have compared the companies for you in the annual and 5-year charts).

Now my question would be to the short experts.

My dears,

aren't there good opportunities here, and wouldn't it have made sense to go short on Tokyo Electron before the figures?

@Dividendenopi
@Multibagger
@Epi

Hi,

I'm currently considering buying my share of Microsoft $MSFT (-3,35%) for UPS $UPS (-2,24%) for UPS.

$MSFT (-3,35%) I would sell at 20.75%.

I'm still a newbie, so I'm keen to hear your opinions.

Thank you and have a nice weekend

✅ I took profits today from Amazon $AMZN (-7,41%) , Microsoft $MSFT (-3,35%) and NVIDIA $NVDA (-3,2%) realized - a total of €1,331.84.

📥 This money was reinvested directly to strengthen dividend and future stocks.

💸 Newly invested (one-off purchases today):

• Take-Two Interactive $TTWO (-1,81%) - 201 € (future play with GTA 6)
• Shell $SHEL (-1,54%) - 101 € (energy + dividend)
• BYD $1211 (-5,41%) - 51 € (growth China/E-mobility)
• Procter & Gamble $PG (-0,48%) - 151 (stable dividend, consumer goods)
• Allianz $ALV (-3,5%) - 201 € (high dividend, defensive)
• McDonald's $MCD (+0,12%) - 201 € (dividend aristocrat + consumer)

📆 Savings plans from August (monthly):

• Johnson & Johnson $JNJ (-0,07%) - 100 €
• Realty Income $O (-0,44%) - 100 €
• FTSE All-World High Dividend Yield ETF $VHYL (-1,28%) - 200 €
• S&P Global Dividend Aristocrats ETF $ZPRG (-1,58%) - 390 € (one-off)

➡️ Goal: More passive income through dividends & better balance in the portfolio between tech and defensive stocks.

🧠 Long-term oriented, with a clear focus on quality, stability & growth.

What do you think?

A good July and at the end $MSFT (-3,35%) pushed a little again. The ETFs are still distorting the picture a little after the reallocation in February. Otherwise stable and patient.

$META (-3,91%)

$MSFT (-3,35%)

Don't bet against Mark and Satya...

$MSFT (-3,35%)

Microsoft delivered strongly in Q4 delivered strongly:

• EPS (GAAP): USD 3.65 → +0.27 USD above expectations
• Sales: USD 76.4 billion → USD +2.57 bn above consensus
• Reaction: Share price +6% in after-hours trading

💡 Conclusion: Microsoft remains a powerhouseespecially in the cloud and AI sector.

My YouTube channel for more stock analysis: www.youtube.com/@Verstehdieaktie

$MSFT (-3,35%)

• Sales: USD 76.44 billion (estimated USD 73.89 billion) ✅ ; increase of +18 % compared to the previous year
• Earnings per share: USD 3.65 (estimated USD 3.37) ✅ ; increase of +24% compared to the previous year
• Revenue with intelligent cloud: USD 29.88 billion (estimated USD 29.1 billion) ✅ ; increase of +26% compared to the previous year
• Azure and other cloud services: +39% year-on-year (estimated +34.2%) ✅

Productivity and business processes:

• Revenue: USD 33.11 billion; increase of 16% compared to the previous year
• Microsoft 365 Commercial: +16 % year-on-year
• Microsoft 365 Consumer: +21 % year-on-year
• Dynamics: +18 % year-on-year
• LinkedIn: +9 % year-on-year

Personal Computing:

• Revenue: USD 13.45 billion; +9% increase year-on-year
• Windows OEM and devices: +3% year-on-year
• Xbox content and services: +13% year-on-year
• Search and News Ads (ex-TAC): +21% year-on-year

Microsoft Cloud:

• Total Microsoft Cloud revenue: 46.7 billion US dollars; increase of 27% compared to the previous year

Return on investment:

• USD 9.4 billion returned to shareholders via dividends and buybacks

CEO commentary - Satya Nadella:

➡️ "Cloud and AI are driving business transformation across industries and sectors."

➡️ "Azure's annual revenue surpassed $75 billion, up 34%, driven by growth across all workloads."

CFO Commentary - Amy Hood:

➡️ "We ended the fiscal year with a strong quarter, highlighted by Microsoft Cloud revenue of $46.7 billion, up 27% year over year."

#earnings
#earningseason
#earningsreport

Despite over 30% bitcoin allocation, ended the day up over 2% today.

Thanks to

$WING (-4,83%)

$MSFT (-3,35%)

$NVDA (-3,2%)

Due to the strong figures, I was just able to realize my first value with a doubling. I'm celebrating ... who's celebrating with me? 🥳

Unfortunately not quite as much invested. Still very happy and positive. $MSFT (-3,35%) idt and remains a perennial favorite!

To the Moon 🚀

$META (-3,91%)
$MSFT (-3,35%)