Microsoft's quarter was messy with Azure miss, AI trade still intact, says Deepwater's Gene Munster

Gene Munster, Deepwater Asset Management, joins 'Fast Money' to talk  Microsoft earnings.

[dianarabbanii]

The main focus for markets now is Nvidia, which has powered a large chunk of the S&P 500’s recent earnings. Nvidia’s stock, up more than 90% this year, rose 2.5% in New York on Monday, sending the Nasdaq 100 index to another record high. I'm still looking for companies to make additions to my $350K portfolio, to boost performance. Here for ideas...

[FolarinSodiq]

I feel investors should focus on under-the-radar stocks, considering the current rollercoaster nature of the stock market, Because 35% of my $270k portfolio comprises plummeting stocks that were once revered. I don't know where to go here out of devastation.

[richarddonald-gcrb]

I’m a new dad, I moved from Tampa to Santa Clara a few years ago and I’m thinking of purchasing a single family home there, but with real estate prices currently through the roof, is it still a good idea to buy a home or should I invest in stocks for now and just wait for a housing market correction? Looks like NVDA, TSM and AMD and AVGO are strong buys this week.

[AaliyahKhalid-kqgl]

No doubt that AI stocks are the future of the markets but I am trying to avoid making any new buys at this point in other not to get sucked into a bear market trap.It's tough making money in stocks when institutional investors are the driving force behind the selling.. although I read an article of people that grossed profits up to $150k during this crash, what are the best AI stocks to buy now or put on a watchlist?

[geraldt]

I was advised to diversify my portfolio among several assets such as stocks and bonds since this can protect my portfolio for retirement of about $150k. I want to know: Do I keep contributing to my portfolio in these unstable markets, or do I look into alternative sectors?

[peterwatson]

I'm already investing in stocks by watchiing youtube videos, but my portfolio of around $120k is not getting much yield. what strategy should I ue at this point to make gains?

[darrenhere]

Azure growth of 29% is great growth. Not messy at all. The AI buildout will continue unabated... great read through for NVDA AMD and MU

[amdave]

People worrying about tech is silly. On 5 to 10 years Tech will be even more massive. Buy and hold tech funds and get richer.

[realestalex]

it´s down only 2% after hours atm, so either AMD´s earnings saved the AI trade or Wall Street realized they are a bunch of idiots

[xiaoandmatt]

Investors aren’t sensitive - traders are sensitive and take advantage of any news to make trades and make money on short term stuff. Investors just add every month and hold forever.

[MegaPapa]

I really don't like these big companies pushing out new products to people who have to learn by themselves.

[slouhkz]

The moves are predetermined before earnings. Doesn’t make sense. Didn’t make sense with arm last time MU TSMC ASML I understand the pullback but

[FEDD]

Wouldn't mind if MSFT drops a bit. I'd add more at a higher cost base.

[MuhammadAfzal-ifkz]

Will gold rates go up r down tommorow?

[SeekingAlfalfa]

Gene and Dan Ives are hoping this house of cards isn't beginning to crumble.

[vijjreddy]

but benefits from AI compared to the investment needed, or already made.. is still a long way away.. like a decade at least

[vijjreddy]

that is not what invester is watching, he just watches whether stock goes up, if it doesn't he sells

[Scott-njgq]

Separated from birth with Herman Munster.

[NickyThomas-dixo]

Your explanations are clear and straightforward. It's always an honour to have you here as a mentor, I appreciate you for the time being spent to educate and update us financially. Regardless of how bad it gets the economy, I still make over $28K every single week. I truly value Lia Lorenzo and her helpful guides.

[kjkgood]

investo sensitivity is investors fault if you call the street investors which I wouldn't