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let’s cut through the noise—AI isn’t killing SaaS, it’s killing weak SaaS. And $MSFT just proved it 👇
The AI-SaaS War: Who Dies, Who Thrives?
Market panic: “AI will eat SaaS!” 🐺💻
Reality: Only low-value, no-moat SaaS tools are getting obliterated.
Why Microsoft’s Moat Just Got Deeper 🏰
– Workflow lock-in: Decades of enterprise workflows are glued to Office 365, Teams, Azure.
– Data flywheel: Billions of users + petabytes of data = AI can’t replicate this without Microsoft’s e...
The AI-SaaS War: Who Dies, Who Thrives?
Market panic: “AI will eat SaaS!” 🐺💻
Reality: Only low-value, no-moat SaaS tools are getting obliterated.
Why Microsoft’s Moat Just Got Deeper 🏰
– Workflow lock-in: Decades of enterprise workflows are glued to Office 365, Teams, Azure.
– Data flywheel: Billions of users + petabytes of data = AI can’t replicate this without Microsoft’s e...
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$CoreWeave (CRWV.US)$ Why is it surging? I'm waiting for 60! 60! 60!
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$SanDisk (SNDK.US)$ What kind of magical stock is this, it’s been on a continuous rise 📈
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Let me take a look, thank you
106860496
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Hi mooers! ![]()
![]()
Need a quick update on the week of Mar 9–13 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $Oracle (ORCL.US)$ , $Adobe (ADBE.US)$ , $Dollar General (DG.US)$ , and $NIO Inc (NIO.US)$ , are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
...
Need a quick update on the week of Mar 9–13 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $Oracle (ORCL.US)$ , $Adobe (ADBE.US)$ , $Dollar General (DG.US)$ , and $NIO Inc (NIO.US)$ , are releasing their earnings. How will the market react to the companies' results? Let's make a guess!
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Hi mooers! ![]()
Need a quick update on the week of Jan 20–23 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $Johnson & Johnson (JNJ.US)$ , $Netflix (NFLX.US)$ , $Intel (INTC.US)$ , and $Intuitive Surgical (ISRG.US)$ , are releasing their earnings. How will the market react to the companies' results? Let...
Need a quick update on the week of Jan 20–23 Check out moomoo's fresh earnings & economic calendars now!
For more details, check out the earnings calendar and economic calendar!
In the week ahead, various companies including $Johnson & Johnson (JNJ.US)$ , $Netflix (NFLX.US)$ , $Intel (INTC.US)$ , and $Intuitive Surgical (ISRG.US)$ , are releasing their earnings. How will the market react to the companies' results? Let...
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$Tesla (TSLA.US)$ Can it really reach 500? 😱
When you were around 380, it was me who didn't cherish it.![]()
When you were around 380, it was me who didn't cherish it.
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The S&P 500, Dow-30 and Nasdaq Composite all rose Wednesday after the Fed cut its benchmark rate for the third time since September, while the small-cap Russell 2000 closed at a new record high.
The $Dow Jones Industrial Average (.DJI.US)$ rose 497.46 points (1.1%) to 48,057.75, while the $S&P 500 Index (.SPX.US)$ gained 46.17 ticks (0.7%) to 6,886.68 – less than four points below its Oct. 28 best-ever finish.
Similarly,...
The $Dow Jones Industrial Average (.DJI.US)$ rose 497.46 points (1.1%) to 48,057.75, while the $S&P 500 Index (.SPX.US)$ gained 46.17 ticks (0.7%) to 6,886.68 – less than four points below its Oct. 28 best-ever finish.
Similarly,...
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