#Microsoft has a very interesting weekly uptrend signal active here, while the daily has just had a correction that ran its course. This gives us an interesting reward to risk entry to join the weekly trend at a more favorable reward to risk spot.
It's interesting how $GOOGL's monopoly in search being disrupted might affect things going forward also. On one hand, $MSFT has a chance at gaining ground in advertising and $GOOGL a chance to take a huge hit to their search margins if forced to integrate LLMs into it due to pressure from $MSFT (it was a big number, +30% hit). This might kick start some soul searching in $GOOGL, since they had been quite complacent and developed a ton of fluff thanks to their dominant position in search favoring it, a lot of excess they needed to shake off (head count, ridiculous woke practices and divisions burning $ for no reason like Waymo or miraculous anti aging methods to name a few, lots and lots of fat to shed).
$MSFT has done a better job in that regard, and are well positioned thanks to their subscription service model producing recurrent revenues and cash generation. Of the two, $MSFT is better run, by a lot...
Technically, $GOOGL is below weekly support while $MSFT is in a weekly uptrend and erased a recent monthly decline.
All things considered from a long term perspective I would be inclined to invest in $MSFT long term here, rather than $GOOGL, and the entry point here seems to be low risk vs potential reward, even in the short and mid term. It's certainly worth considering.
Best of luck if you do follow this buy signal.
Cheers,
Ivan Labrie.
It's interesting how $GOOGL's monopoly in search being disrupted might affect things going forward also. On one hand, $MSFT has a chance at gaining ground in advertising and $GOOGL a chance to take a huge hit to their search margins if forced to integrate LLMs into it due to pressure from $MSFT (it was a big number, +30% hit). This might kick start some soul searching in $GOOGL, since they had been quite complacent and developed a ton of fluff thanks to their dominant position in search favoring it, a lot of excess they needed to shake off (head count, ridiculous woke practices and divisions burning $ for no reason like Waymo or miraculous anti aging methods to name a few, lots and lots of fat to shed).
$MSFT has done a better job in that regard, and are well positioned thanks to their subscription service model producing recurrent revenues and cash generation. Of the two, $MSFT is better run, by a lot...
Technically, $GOOGL is below weekly support while $MSFT is in a weekly uptrend and erased a recent monthly decline.
All things considered from a long term perspective I would be inclined to invest in $MSFT long term here, rather than $GOOGL, and the entry point here seems to be low risk vs potential reward, even in the short and mid term. It's certainly worth considering.
Best of luck if you do follow this buy signal.
Cheers,
Ivan Labrie.
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Ready to go back up...
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Breaking Feb's high would seal the deal most likely, weekly trend active now, good upside (cyan box).
