Thank you SMOKIE.....LOL....just pointing out the obvious. I will...stomp my feet, hold my breath, turn blue in the face, and whine,.....all I want. Of course this all ties in with my long time RANT........ about the markets disconnecting from and ignoring fundamentals.......which over time (15 to 30 years) will lead to the destruction of the markets......as even the long term becomes nothing but speculative GAMBLING. AND....with my life expectancy....I will not be around to say.....I TOLD YOU SO.
Just wasting time now playing with content on here. Microsoft stumbles even as Q2 results top estimates https://seekingalpha.com/news/4543505-microsoft-stumbles-even-as-q2-results-top-estimates "Seeking Alpha analyst Vinay Utham said at first glance, the results were “strong,” amid a top- and bottom-line beat. However, he attributed the decline in the stock to Azure, which grew 39% in the quarter, compared to 40% growth in the previous period. “The stock is tumbling after-hours and if the minor drop in Azure is the reason, then in my view, it is certainly an overreaction,”" DUH. POOR MSFT and AAPL......the usual market whipping boys. We will see about AAPL tomorrow. We will have to wait till February 25 to see if the DISRESPECT continues for NVDA.
And not to bash TSLA....but they are up by over $7 after hours....in spite of: Revenue fell for the third time in three quarters, and sales for the full year declined for the first time on record. Net income plunged 61% from a year ago in the quarter, as operating expenses jumped 39%. I am NOT bashing TSLA....just pointing out the IDIOCY when it comes to MSFT....considering that second guessing what a company decides to spend on CAP EX......is a JOKE.....when earnings are BOOMING and across the board BEATS.
OK , well, I fixed a shower faucet that was leaking, but struck out on the range burner, it probably would have worked if I just connected the wires to where there labels are ......... BUT , I've never screwed around with these new fangled INDUCTION burners before. Guess what , they have 7 wires going to them. NOT a TYPO ..... 7 wires to a burner..... 1a 2a 1b 2b etc., but they were in different locations on the burner I brought along. So instead of possibly frying a $1,800 stove. I'll bite the bullet and order the correct $200 burner , YES $200 for a single burner element. NOW that I have that out of the way ........ Crap..... I did Pretty Good today ..... UP .33% ..... Shoot that's enough $$,$$$ for decent kitchen remodel OK I'll quit bitching now, Going to take the Wifey out for her birthday, anyone that can put up with my ass for 40 years deserves a meal out for her Birthday !!
Having had induction for the last 13 years, I love it! It does not heat the room like gas and electric, and boils water much faster than electric. Gotta have compatible cookware, but I could not imagine using the other two anymore. But yeah, you need a pretty fat run of copper to get a range installed. 3,000 - 4,000 watts.
These are corporate and home office jobs. Drip, drip, drip. Home Depot lays off 800 workers, says corporate employees will return to office 5 days a week https://www.cnbc.com/2026/01/28/home-depot-layoffs-return-to-office.html
The big news first. GOLD......$5535. SILVER....$120 I am sure a lot of people are jumping on this BOOM. NO.....not me. the gold and silver that we have siting in a big safe.....off site.....was ALL purchased before the last few years. Much of it decades ago. My purchases over the years were....just for fun....since I do not see shinny metals as an investment. BUT....at these prices it is certainly an ASSET.......a very BIG asset.
MSFT.....on sale today.....if the markets decide in the future to catch up with fundamentals on the stock. It WILL happen....it is just a question of when. A perfect example of holding for the long term. Also a perfect example of one of the largest....top ten companies in the world....being on sale due to short term stupidity. No doubt the smart retail investors that have some cash are buying today. Of course.....I am fully invested all the time.....so I have no cash to buy more shares. BUMMER. BUT.....I would rather be fully invested all the time.
I would NOT follow any of the investing plans of any of the ELITE schools. A Free Yale Education: Fisher Investments on the Recent ‘Endowment Model’ Troubles The famous endowment’s recent history illustrate timeless truths. https://www.fisherinvestments.com/e...tments-on-the-recent-endowment-model-troubles "Always, always, always consider why you are investing: to reach a specific set of goals. Generally, Fisher Investments finds retail investors’ goals boil down to long-term growth, cash flow or some combination of the two. Your asset allocation should be the mix of stocks, bonds and other securities that carries the highest likelihood of reaching your goals over your investment time horizon (the length of time your money must work for you)"
Short answer......NO. these sorts of so called "polls"...reflect nothing more than short term herd behavior and thinking....that is constantly pushed by the media topics of the moment. They do NOT reflect investing or economic reality.. Is Weak Consumer Sentiment Flashing A Economic Warning? https://www.capitalspectator.com/is-weak-consumer-sentiment-flashing-a-economic-warning/
AMEN....and a lesson that applies to many areas of life. There’s Always Room for Quality https://ofdollarsanddata.com/theres-always-room-for-quality/ "And in a world of increasing AI slop, true quality is what we need. After all, there’s always room for more of it."
YES....the markets are ALL red today......they dont care about the GREAT big cap tech earnings yesterday. Dow, S&P 500, Nasdaq mixed as Tesla, Meta, Microsoft diverge after earnings https://finance.yahoo.com/news/live...crosoft-diverge-after-earnings-143615869.html
OK....one last comment on MORONIC reporting and MORONIC short term market action and......MSFT. I rest my case. Meta stock climbs on Q4 earnings beat, plans to spend as much as $135 billion on AI build-out in 2026 https://finance.yahoo.com/news/meta...illion-on-ai-build-out-in-2026-154456872.html The headline on another site.......MARKET CHEERS META AI SPENDING SURGE. Zuckerberg, Musk Vie for AI Supremacy With $155 Billion Splurge https://finance.yahoo.com/news/samsung-chip-profit-soars-ai-224818003.html Apparently NOT MSFT.
Here is the take on MSFT....short term. Microsoft Q2 earnings beat on top and bottom lines as cloud revenue tops $50 billion, but stock falls https://finance.yahoo.com/news/micr...ops-50-billion-but-stock-falls-154618021.html "Microsoft is one of the biggest beneficiaries of the AI explosion, thanks to its early investments in ChatGPT developer OpenAI, sending its market capitalization above the $4 trillion mark in July. But it's come down from those highs as investors continue to raise concerns about the AI industry's massive spending."
At the same time.......outside MSFT the celebration of AI continues. AI development is biggest economic growth driver, Blackstone says https://finance.yahoo.com/news/ai-development-biggest-economic-growth-144747933.html
A nice little article......and confirmation of my view on company MESSAGING. Hot takes: Tesla, Meta, and Microsoft quarters are wildly different https://finance.yahoo.com/news/hot-...-quarters-are-wildly-different-133359591.html "Markets got another corporate jargon-filled earnings call from the Microsoft (MSFT) team. It has almost reached the point where investors can’t understand what Microsoft is even working on."
NOTHING else going on today of any interest. The big averages are all RED in reaction to MSFT. A big waste of a day. That is how the short term works. EVERYONE must suffer....it has been decreed. Pain for all. WELL....except for long term investors that have the NERVE and the GUTS to IGNORE it all. MSFT now down by over 11%.......an INSTANT correction. What an amazing opportunity for long term investors that were interested in the stock regardless of the recent media BS.
