Microsoft Soared 15%, Apple Crashed 7% — What I’m Buying Now [pgctwxGnWYA]
Microsoft surged 15%. Amazon jumped 12%. Apple fell 7%. But after updating my valuations, the market’s biggest winners may not be the best stocks to buy now. In this video, I break down the latest earnings from Microsoft, Amazon, Apple, Alphabet and Meta, then rank all five based on business performance, AI spending, free cash flow and updated intrinsic value. We’ll examine: • Why Microsoft delivered the cleanest Big Tech quarter • Whether Amazon’s accelerating AWS growth justifies its massive spending • Why Apple fell despite beating expectations • The hidden issue behind Alphabet’s enormous EPS beat • Whether Meta’s sell-off has created a genuine buying opportunity • What hyperscaler spending could mean for Nvidia’s upcoming earnings The Magnificent Seven are no longer moving as one group. Some companies are converting AI investment into accelerating growth, while others are sacrificing enormous amounts of free cash flow and valuation now matters more than ever. By the end, I’ll reveal my complete ranking from worst to best, the two stocks that currently pass my buy test, and the Big Tech company I believe offers the strongest risk-adjusted opportunity today. Stocks covered: MSFT, AMZN, AAPL, GOOGL, META and NVDA. 🔥 Dividend Talks Resources 📩 FREE Weekly Newsletter Stay on top of dividend investing trends, market updates, and stock ideas: 👉 Subscribe here: 📊 Stock Valuation Model Make smarter investment decisions with my valuation model: 👉 Get it here: 💰 Investing Tools I Use Simply Safe Dividends Research dividend safety, income reliability, and long-term dividend growth. 🎁 Special offer: Get a 1-month free trial with no credit card required. 👉 Try it here: 25% OFF Seeking Alpha Premium Get access to stock ratings, quant grades, earnings estimates, analyst research, valuation tools, and more: 👉 Claim the discount here: 👥 Join the Dividend Talks Community Connect with like-minded investors inside the private Discord: 👉 Join here: 📲 Follow me on X / Twitter 👉 ⚠️ Disclaimer I am not a financial advisor. The content on this channel is for education and entertainment purposes only. Always do your own research and speak to a qualified financial advisor before making any investment decisions. 00:00 Big Tech Just Split 03:51 The Ranking Begins 09:04 Cloud Growth, No Cash Flow 13:39 The Cleanest Quarter 17:50 The Cash Flow Test 22:24 The Biggest Mispricing 29:11 Nvidia Is Next