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BUYING ON THE DIP: Financial expert talks big tech stocks

BUYING ON THE DIP: Financial expert talks big tech stocks

Fox Business Clips
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  1. 01 META NASDAQ ACHETER +9,44%
    Entrée $539,03 30 juil 2026
    Actuel $589,90 06 août 2026
    Résultat +$50,87

    YOU HAVE TO.

    Contexte “I know you own Meta. Are you buying on the dip? Adam: You have to.”

  2. 02 META NASDAQ ACHETER +9,44%
    Entrée $539,03 30 juil 2026
    Actuel $589,90 06 août 2026
    Résultat +$50,87

    YOU NEED TO BUY IT DOWN HERE AT 85.

    Contexte “Griff: A couple clients that are you out of your mind? I said no. You need to buy it down here at 85.”

  3. 03 MSFT NASDAQ ACHETER +11,50%
    Entrée $451,10 30 juil 2026
    Actuel $502,97 07 août 2026
    Résultat +$51,87

    I BOUGHT MICROSOFT YESTERDAY AS WELL.

    Contexte “I’ve got several stocks up 20% today but they fell 50% and I bought Microsoft yesterday as well.”

  4. 04 MSFT NASDAQ ACHETER +11,50%
    Entrée $451,10 30 juil 2026
    Actuel $502,97 07 août 2026
    Résultat +$51,87

    I JUST BOUGHT IT.

    Contexte “Can’t take credit for being lucky. I just bought it.”

Transcription Complète
ASHLEY: WE HAVE TO LEAVE IT. THE HARDEST WORKING MAN IN SHOW BUSINESS. LET'S GET TO THE MARKETS.. WE'VE GOT A RALLY GOING WHICH IS HANDY. ADAM JOHNSON JOINING ME NOW. MATTER IS FALLING AFTER REPORTING A 90 ONE% DROP IN FREE CASH FLOW. I KNOW YOU OWN META. ARE YOU BUYING ON THE DIP? ADAM:YOU HAVE TO. IT IS TRADING AT 15 TIMES EARNINGS. MATTER IS AT 15. 3 QUARTERS OF THE VALUE OF THE S&P, STILL GROWING 35%. METATA-COULD COMPLETELY CHANGE THE CASH FLOW SITUATION, SPENDING LESS ON AI. ASHLEY: GET OUT OF THE META-VERSE. GRIFF:A COUPLE CLIENTS THAT ARE YOU OUT OF YOUR MIND? I SAID NO. YOU NEED TO BUY IT DOWN HERE AT 85. LITERALLY AT THIS POINT ZUCKERBERG SAID I'M GOING TO STOP SENDING ON THE META VERSE. BY DEFINITION EARNINGS DOUBLE BECAUSE ALL THE MONEY BEING SPENT WENT INTO EARNINGS AND STOCK WAS TRADING CHEAPER. I THINK I MAY SEE SOMETHING SIMILAR THIS TIME. ASHLEY: MICROSOFT, GREAT EARNINGS, RECORD CLOUD GROWTH WHICH ARE YOU A BUYER 13% OR 14%? ADAM:I'VE GOT SEVERAL STOCKS UP 20% TODAY BUT THEY FELL 50% AND I BOUGHT MICROSOFT YESTERDAY AS WELL. CAN'T TAKE CREDIT FOR BEING LUCKY. I JUST BOUGHT IT. CAN'T TAKE CREDIT FOR BEING SMART, ONLY LUCKY. HERE IS THE THING ABOUT MICROSOFT. THE AZURE CLOUD BUSINESS IS WHAT EVERYBODY LOOKS AT. THAT'S THE ONE METRIC. IT IS GROWING AT 43%. TWO QUARTERS AGO IT WENT TO 39. THEY ARE ONLY DOING 39%. THEY FIGURED OUT I BETTER GET THE AZURE GOING AGAIN. IT IS WONDERFUL -- ASHLEY: THEY BEEN ON A TEAR. DOES IT STILL HAVE ROOM TO RUN. ADAM:IT IS SOMETHING YOU HAVE SHOWN. THE CHAIRMAN AND I HATE TO SEE IT. HE WAS LESS BRILLIANT AT INNOVATION

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