Michael Go

It is all about taking RISKS. :)

Always be afraid of going out of business.

[The Long Investor @TheLongInvest]

I’m holding

$ETH to $9000
$HIMS to $137
$ASTS to $150
$OSCR to $40
$UNH to $600
$NVO to $200
$ZETA to $45
$JD to $108
$BIDU to $355
$BABA to $330

Everything here has at least +100% upside in their current cycle

Which is why I’m happy to hold their position through 2026 until targets are met

I don’t make the rules

Their targets are a product of their fundamentals and technicals

[Lala Rimando @lalarimando]

About that Lopez vs Lopez cousins' war...

If you’re confused, and asking why you should care, you’re not alone.

This isn’t just a rich‑family drama. It’s about what happens when a big Filipino clan runs media and power companies, loses ABS‑CBN, makes billion‑peso power deals – and never finishes its family constitution.

I’ve written six long pieces to explain how we got here. Here’s the plain‑language version and why it matters to you.

[Slim @onu_slim]

If your parents are 65 and above, please listen.

They are not going to tell you they are running out of time. That is not how they were built. They will wave you off, say they are fine, tell you not to worry, because they spent a lifetime protecting you from hard truths and they are still doing it now.

But time is not asking their permission.

Look closely the next time you see them, really look. The hands that once seemed so capable, the voice that used to fill a room, the eyes that still light up the moment you walk in, because you walking in is still, after all these years, one of the best parts of their day.

You are so busy becoming while they are quietly diminishing, and both things are happening at the same time and nobody talks about it.

The repeated stories are not a malfunction. They are what mattered most to them, they are trying to pass something to you before they go, so receive it.

One day you will be mid-sentence and suddenly remember the exact way they laughed, and it will stop you cold, and you would trade almost anything to hear it one more time in real time, not just in memory.

That day is coming, you do not know when.

So call, not when you have time, because you do not have time, nobody does, but call anyway, visit anyway, sit in the quiet with them and let it mean something.

Give them your presence while they can still feel it, not later.

Now.

[Dividend Talks on YouTube @DividendTalks]

🚨 JPMorgan says the historic software crash has gone too far.

The sector has lost $2 TRILLION in market cap - the biggest non-recession drawdown in 30+ years.

Short interest is at record highs.

Now they say a rebound could be coming and highlight 10 software stocks to buy:

• MSFT
• SNOW
• CRWD
• ZS
• NOW
• PANW
• FTNT
• DDOG
• MDB
• HUBS

AI fears may have created one of the biggest software buying opportunities in years.

[Michael Go @mai_go]

@miguelrcamus @grok which Philippine conglomerate is this?

[Michael Go @mai_go]

@Q4737 Can confirm from PCOR financials that PCOR is at least worth 30 php per share?

I plan to go all in with my life savings on PCOR.

[The Curious Tales @thecurioustales]

🚨 I just learned about a concept, I can't stop thinking about.

The Four Burner Theory.

It destroyed Elon Musk's first marriage.
It explains why Bezos is jacked but divorced.

And why Zuckerberg has no real friends.

Once you understand it, your life will never be same:🧵

[Deep Value Investing @DeepIceValue]

Quick Mag 7 Valuation:

$NVDA - fairly valued
$AAPL - overvalued
$MSFT - fairly valued
$GOOG - fairly valued
$META - undevalued
$AMZN - undervalued
$TSLA - heavily overvalued

Bonus:

$TSM - fairly valued
$ASML - fairly valued
$AMD - overvalued
$NFLX - overvalued

Cheap Quality:

$SPGI
$V
$MA
$PDD
$CRM

Best Value:

$NVO
$UNH
$EVO.ST
$PINS
$ADBE

Blacklist:

$PLTR
$HIMS
$BTC
$MSTR
$BN

[Michael Go @mai_go]

@fiscal_ai @grok of all the 7 stocks which has widest most?

[Bourbon Capital @BourbonCap]

11 Stocks to Buy and Hold for the Next Decade

1. Amazon $AMZN

Amazon remains a global powerhouse across cloud, logistics, and retail, and is expected to maintain this leadership into the next decade through aggressive expansion in India, Latin America, and the Middle East.

AWS holds 32% of the global cloud market, and by 2035 it could remain the world’s largest cloud platform, generating $300B+ in annual revenue while expanding its AI-as-a-service offerings.

Generative AI demand is now a multibillion-dollar business, growing at triple-digit YoY rates, with demand outpacing supply.

Amazon Pharmacy continues to scale rapidly, with 50% YoY growth, capitalizing on the momentum in digital health.

With over 250M Prime members worldwide, Amazon enjoys unmatched customer loyalty and competitive advantage and expects to double Prime membership by 2032.

By 2035, ads are projected to become one of Amazon’s largest cash flow drivers, rivaling AWS. This will enable the company to continue reinvesting heavily in logistics, e-commerce, AI, and emerging technologies.

Project Kuiper has successfully launched its third satellite and already secured enterprise and government customers, positioning Amazon to compete in satellite broadband.

Thanks to its vast ecosystem, Amazon is expected to become the first company to surpass $1 trillion in annual revenue by 2029, underscoring its unmatched scale and ability to monetize across multiple industries.

[Michael Go @mai_go]

@Q4737 Brings back nightmares hahahahahaha

IRS ito noh?

[Tyler Todt @tyromper]

BREAKING NEWS!!!

Excel just got 100x better!

You can use ChatGPT in Microsoft Excel or Google Sheets.

No more memorizing formulas or functions.

Here's EXACTLY how you do it:

[GC Cooke @Gccooke]

Netflix regularly tells managers to fire top talent.

Their CEO said "Adequate performance gets a generous severance package".

And it's the smartest thing they've ever done, now valued at $300 billion.

Here's the story behind the most controversial strategy in the world:

[Sean Sweeney @seandsweeney]

This is exactly how I’d start if I wanted to be a real estate developer.

I’d develop a 12-unit project.

Bryant Avenue Lofts, developed by my friend Michael Pink of Left Lane Ventures, are a great example. 👇🏻

[Michael Go @mai_go]

@MiggyDCB It's also hard truth that everyone in this country has a price.

Kaya ng bilhin lahat sa pinas.

[Michael Go @mai_go]

@HoR_102 Any reason why pmftc sales are dropping? Better awareness of health among people?

[mika⸆⸉ 🩷🎀🌸🌷 @mikarinrolls]

As a Tagaytay local, we have already made a list of restaurants we will never EVER try again!

• Bag of Beans (all branches including Charito’s) - bland!
• Balay Dako - food isn’t good. Expensive and not worth it.
• Breakfast at Antonio’s - bland food, expensive af

[Michael Go @mai_go]

@Q4737 Get all!

[Michael Go @mai_go]

@KapitanKeps Pili nlng ngayon sa pinas

Shoebox or dun ka sa Cavite na napaka trapik

[Michael Go @mai_go]

@sweatystartup Hi Nick,

What's the difference of boldSEO vs Webrun?

Both seems to have similar services?

Thank you