MS

RolledForCredit

I bought 100 shares yesterday. MS initiating on them a few days ago with a 250$ PT. High speed inference is a niche market, but they see growth beyond that which they’ve already contracted. God speed 🫡

horesebeblind

Financials appear ready to roll. MS, JPM, GS. Maybe some industrials FDX? Rotation is inevitable. But I can’t say when

quigongingerbreadman

People are gonna take a bath on it, I guarantee. No way in hell a company with a negative balance sheet is worth orders of magnitude more than Nvidia, MS, or pretty much any other comparable company out there. It's a shell game, moving assets of one company to another through stock purchases and manipulation. A ponzi scheme, and one that is going to destroy our economy once it finally crumbles.

Beneficial-Ad-7771

I see a future where MS will probably try to package all their software into 1 offer and embed AI across the board to stay relevant. Thats what MS will have to execute on but to manage all their existing software stack and spending money embedding AI assistants while catering to a wide TAM is going to be expensive in this current era where you can build whatever you need. What software do I see AI replacing? Everything is replaceable rn. You saw Anthropic basically kill Figma with Claude design. Google AI studio is taking shots at Adbe. Pretty much every software today is replaceable because you will be able to build this quickly in the future. Whether Microsoft can stick or not as I said will be reflected on the balance sheet. Rn their strategy with copilot kinda works but I haven’t seen much user growth lately.

SpongEWorTHiebOb

MS Azure and cloud revenue increased by 20% OR 25% last quarter dude. They are growing at the same pace as GOOG and AMZN. The issue is on the software side for some investors. MSFT is still growing total revenue in the mid teens. If you are a value fundamental investor it is a slam dunk. Morningstar has labeled it as the most discounted large cap in the stocks they follow.

4Yk9gop

What MS software does AI replace? Please let me know. I would love to know. I bet you can't name a single product.

Teiagon

Many software platforms are basically glorified databases, especially CRM. I'm not a developper but even I could figure out how to develop a Salesforce type customer database using MS Access. The only 'moat' Salesforce has is the network effect, which means that many users are tied -through capital investment- to their ecosystem. But when teenagers in a basement can replace the product on a weekend it has to give you pause whether its worth spending top dollar on these systems.

cpeytonusa

One of the biggest things that the market is missing is how entrenched the MS stack is in the Enterprise ecosystem. There will be tremendous synergies between MS and OpenAI that are being overlooked. Enterprises will need a glide path in order to leverage AI into their existing infrastructure. Useful AI agents don’t create themselves. It’s unrealistic to think that all of the technology resources can be rebuilt from scratch using AI tools. Microsoft will supply that glide path throughout their entire stack. They have the OS, database systems, development tools, cloud deployment, office apps, and more that can all be integrated with and enhanced with AI.

tonycliftondev

Because AMZ and MS was doing fine and my gain was around 107%. I buy and hold for long. It was hard selling those and all on the basis of pure speculation.

chessmathster16

MS(oft)FT needs some HIMS

Affectionate-Sale523

She got her BA, MS, and PhD at different universities.  Be less retarded. 

Rare-ish_Birb

Idk, but I invited GS, MS and LPLA too.

Liquidsnake959

MS stock is really something to behold. 

InvestorAllan

My buddy made a strong point that the bread and butter of MS, windows, could be moot soon as ai agents do what we need which doesn’t require an operating system or office suite. Strong bear case. But I just don’t see ms losing the race.

PyloPower

Microsoft will be third 5T company imo, just need to be patient because nobody thinks of MS as sexy anymore and sexy is the vibe of the quarter.

zxc123zxc123

You mean VOO. VT is getting SPCX allocation immediately. S&P500 will wait until it can meet the 1 year profitability requirement. At earliest summer 2027. Meanwhile VOO is heavily concentrated in GOOG/GOOGL/BRK/BAC. GOOG/BAC who bought into SPCX at a way lower price pre-pandemic. BRK who has shares in GOOG/BAC. Then JPM/BLK/GS/MS who will make money off the SPCX ipo. The real winners are those dumping the bags or making money as the middle men.

octopus4488

This is my holy trinity of hatred. Throw in there Teams and there need to be no question why every MS developer needs to be shot into the sun.

Hokie027

MS SME here… concur with this broad sweeping assessment. Love that the syntax languages are all different for the big 3 (powerapps/automate/BI).

Good_Application6420

Most WSBers are dumb. They want to make a billion dollars overnight.. And mostly small time uber drivers making 3K bets.. So ignore these doordashers and be patient bcoz MS is a key AI player completely misunderstood by uber drivers

mdatwood

MS has tested underwater DCs. https://news.microsoft.com/source/features/sustainability/project-natick-underwater-datacenter/

EliteAsFuk

Xbox is still a profitable division of MS. So, something is clearly working there, despite the fact they're flailing with it.

Alternative_Bad8560

Why not shoot Hitler then Bin Laden and beat MS to death with the pistol? You're a horrible killer.

AMadWalrus

Got any more details? I have the MS platinum and can't figure out what to do with points. I wasn't aware you could convert it to brokerage value and thought this was only the Charles Scwhabb one. I can't seem to find much info online.

Cryn0n

Ah yeah, I got the P/S ratios instead of P/E for MS and Tesla by mistake.

zennsunni

Their ability to squander what they have is incredible. If anything it's proof the company has an amazing core stranglehold on corporate America - if they didn't, they would have gone bankrupt 5x over with their dog shit products.  Bullish on MS the way I'm bullish on cockroaches and the flu.

AMadWalrus

So you admit you pulled the numbers out of your ass? Idk what you mean by "did valuation for a living", unless you mean you did fairness opinions? I worked at GS/MS in their top IB team so understanding how companies are valued is my bread and butter. I'm going to assume your quality of experience isn't comparable to mine because no one that is a peer of mine in terms of expertise on this topic would either describe it as "did valuation for a living" nor would they have disagreed with my original comment (thus this conversation wouldn't be happening). You should just admit you have no idea what you're talking about, because people that actually understand finance can see through your BS.

greenpride32

Investment bankers (let's say at shops such as GS JPM MS BAC etc) work on these deals - and then you've got employees at both FOX and ROKU - I'd be shocked if there weren't leaks - and that's why there always are.

egny

At best MS would come up with an Android phone, with deep integration of their own services, particularly AI agents. The launcher and lock screens might function the way Windows Phone did, however.

engineerfoodie

This should not be surprising. All of the big hyperscalers (AWS, Google, Oracle, Azure) as well as major tech companies like Meta (which someone mentioned) will like 700B in 2026 on infrastructure. 2027 will be about the same and probably bigger. Welcome to the AI race. I dumped my MS stock and went into AI companies

oOaurOra

Definition of a retail investor here. I got 20 shares and I could walk away with 600 rn if I wanted to. I plan to diamond hands this shit tho. If it follows the path of MS, my kids will have 2.4mil in 40 years. Personally, I think SpaceX will grow faster and if not. My kids are still set.

mattystz

They can build one but will have no market share. Look at Google Docs/sheets and that’s free. MS Word, excel and PowerPoint always gunna be the big 3. Excel is literally the foundation of the financial world. If anything Anthropic sends money to Microsoft for Azure while MS suite continues to roll with copilot. Shit, Microsoft even uses Claude!

dajerade1

MS is just getting started and far from „lost”. Their new models MAI will be a massive hit cause they are cheaper to run for enterprises and they just ended subsidizing GitHub Copilot which will become a cash cow. Comment like this are why I keep buying MSFT, as it’s about to do the Google move from last year

Assignment-Thick

He is correct, MBA ->Summer Associate during MBA -> Investment Banking associate is the most common way for experienced people to get into banking. On the trading side a similar thing exists, MS in mathematical finance/computation finance/financial engineering -> Summer associate during the program -> Associate level trader, but it's not as common and there isn't many spots. Also this essentially only exists in the US, this kind of hiring is gone from London now

trader_dennis

You can start with the additional 15% of the IPO shares over and above what retail and institutions are allocated to the book runners as part of their commission. I doubt JPM / MS / all of the other book runners can't flip those shares. The book runners do pay for those shares at $135, it is not free. I also doubt institutional allotments are subject to anti flipping which makes up. Market makers to make a market are always allowed to naked short, but I doubt that is happening much yet.

inefficientmarkets

my friend works at a fund. they got an allocation from the banks on the institutional side. they all sold out already. MS and JPM have stated that they don't care if you sell or not. some of the smaller banks have stated that "it will look bad" if they sell because they only got low allocations. but there is no ban or else none of these guys would be in business.

Purple_Bearkat

MS Paint

dvdmovie1

"We're already seeing spikes in energy requirements due to AI," 1) This stuff has already run massively in the last 2-3 years; this isn't a new theme. 2) There was concern over the view that a large data center contract was cancelled recently and because of this combined with other issues lately, these stocks lost considerably - BE was down about 21% in a week. That sort of reaction to me shows a theme that was already overcrowded with tourists. I am long the theme (although somewhat less than I was) and still think it's interesting but for stuff like BE up 163% YTD/1,085% 1YR I'm far from the only one to think that. The IPPs (TLN/CEG/NRG/VST) at this point are of interest down as much as they've been this year. Stuff like GEV also got overcrowded and people were concerned by the MS note that talked about a decline in orders by 2027 (by the end of 2026, data centers being built 2027-2030 will have placed their orders and because of labor/permitting and other issues some of that will not get built in time)/the market looking oversupplied into the 2030s. I've thought data center power was a great theme on here since early 2024. I still think it's interesting but to me but it's definitely not early innings and it's the kind of thing where talk of a major cancelled data center project will really impact these names. I've taken some profits, keeping the rest at this point and looking to add to other themes instead.

Sureness4715

I dunno—having used Windows and MS Office for longer than I care to admit, every dime I’ve spent on those in the past … oh, say 15 years has been a colossal waste of money.  To be honest, I added to my MSFT position earlier this year, and I’ll pick up a few more shares if it drops to 350-ish.  They’ve got other segments, certainly, but I think their legacy software is way overdue for some disruption. 

insbordnat

oh please. next you're going to tell me that people from SpaceX sat on a call with the bookrunners determining how much every non-bookrunner of the tombstone got allocated, and then they had some visibility into the book this morning to see how things were shaping up and getting subscribed, and then they had the audacity to ultimately determine who got what before they closed the book, and then those allocated investors had some preference as to who they were going to allocate to based on their allocation, and that those retail brokerages (IBKR, Schwab, Etrade, etc.) didn't get their full requested allocation and filled based on their ultimate allocation. it's all a conspiracy, and investors at the rinky dink ass brokerages got the shaft while the big boys at GS, BAML, Citi, MS, WF, and JPM had some pull to allocate to their institutional clients or something ^(/s if it wasn't obvious)

CoastToCoastSlick

Morgan Stanley platinum. Have to have MS brokerage and you can convert your points to cash. 10,000 pts = $100. I just converted my points. Will buy calls when available.

HckyStrms

Oversubscribed numbers are seemingly bullshit. Deal team bankers at GS think it trades down 40% inside 30 days. MS initial value had it under a T and they got so insulted they only gave them a small portion of econs...sellside street really seems to think this is bullshit.

kuedhel

"30% revenue growth"? These are rookie numbers. MS and GS analysists predict 100x revenue growth in 2027. It is like every person in US will pay $3000 subscription fee to SpaceX service. Because they will not launch 100x satelites.

TequilaTrader

MS

mmmmchi

There's no way MS keeps falling, company is too impactful to fail, but it is also losing a lot of momentum compared to other giants joining the public market soon.

JoyousMisery

MS OffX 365

Total_Schedule591

No you're gay, no YOU'RE gay - MS

NEWSmodsareTwats

I would avoid analysts opinions from firms involved with the underwriting process. MS and Goldman are predicting sustained 100% YoY sales growth for years with their AI sector alone hitting hundreds of billions in sales in just a few years. literally no one uses the grok enterprise software that's supposed to be their bread and butter currently, the only Enterprise customers they have are investment Banks that musk made it a condition of the underwriting process that they must purchase an Enterprise subscription to grok. I think Morningstar is saying it's actual valuation is less than half of the proposed price.

BTBlake

Could be due to the countless vulnerabilities being exposed around MS products and OS.

Healthy_Mark_6139

MS is such a shithole company

Valkorion335786

Do you think Bill Gates will return to Microsoft like in that that epsiode from Southpark where he has MS-13 style tattoos that say MS-DOS lol

drbigtoe

Good point. I'm also forgetting that 400 million illegal transgendered MS-13 members naruto ran across the border to murder and rape our women

Fuzzy-Heart

Jesus, I’m not saying use AI for images, but I could have done better than this in MS Paint.

am-reddit

MS seems an odd man out. Why? Because it’s down recently???

nhalas

Where did MS they find this guy.

Inubi27

No, you can't stop worrying about the details of programming. That's how we ended up with desktop apps that eat 8GB of RAM for no reason. Even looking at big apps - the are getting worse and worse with each year. Today it took 10 minutes for messenger to send my message and it randomly shows me messages that were written 4 years ago. Github Actions started to break quite often in the past 2 years. Windows 11 is an absolute mess. Let's not even talk about stuff like MS Teams... The code AI writes is really suboptimal and eventually it will bite you in the ass. Technically you can write more tests and harnesses that are more strict but it doesn't really guarantee anything. As a simple example, when writing code in React the AI (even newest models like Opus 4.8) repeats mistakes like overusing useEffect, putting too much stuff into a single file, making basically god-components etc. You can create special md files or skills but eventually it ignores them. And I don't quite understand how it can get better. There is also an issue where writing too much code with AI makes the codebase foreign to you. When AI finally shits it's pants (and it will) and gets stuck, you will have to spend countless hours trying to understand the code to implement a manual fix. And don't get me wrong - I use AI daily at my job at it speeds me up. But I feel like it ranges anywhere from -50% to 100% depending on the task. It's great for simple fixes, repeatable features and stuff like that but sometimes it's even faster to tweak something yourself because explaining it to AI takes too much effort and it still adds parts you wouldn't write yourself so you have to refactor them.

OkCelebration6408

sony, MS and nintendo are all doing a good job to convince gamers to just get the PC instead.

reflect-the-sun

Europe is pivoting away from MS. AI coding will be able to develop a better OS within 5 years or less.

Diligent-Lettuce-455

MS will have to do a capital raise too because it's an arms race. They gotta spend capital just as quickly or else they fall behind.

Avocadonot

You could always talk to MS CoPilot

zero0n3

A 1.75 trillion company does NOT need to have over a trillion in yearly revenue… Find me a trillion dollar company that does. Nvidia? Hundreds of billion a year revenue - worth 4 trillion. Google? Same thing. MS? Same Etc. High end companies like this at the edge of their industry need revenue of like 10% their market cap. That’s the rough baseline.

bmanone

As an employee of VMware, we used to use MS365 and now use Gsuite, so wdym? 😄

Bilbo_Butthole

If they allocate you IPO listed shares…but that’s not a guarantee. I’m getting allocated shares through MS and it helps they were one of the key underwriters

deathToFalseTofu

"But how would you feel if your job stopped using MS365 suite for Google Workspace just because it was cheaper." they actuality did that lol, They are notorious for cutting cost by any means necessary

kuedhel

ah. This explains why MS projects SpaceX growth at 2x in first year and 100x in 2027-2030 year. Pretty much correlated with adding Spacex to S&P 😄

kuedhel

GS projects 100x revenue growth. MS projects 1.7T revenue by 2030. Mind you, there is no people in the world who has 1.7T combined to pay for all the AI they may want. But sure. Perhaps Google will pay for [X.AI](http://X.AI) datacenters. [X.AI](http://X.AI) will use these money to pay for NVIDIA chips. NVIDIA will pay this money to Google for something else. All three will post this as revenue. or something like that.

zxc123zxc123

VOO/SSO/GOOG/GOOGL/BAC are some of my largest positions. I don't have QQQ since I'm already overweight tech. Instead I have leverage Russell2k. Etrade/MS offered me to join the SpaceX IPO but I didn't sign up. Already go indirect exposure long ago.

imdaviddunn

1. This should be taken with a grain of salt. It is likely marketing, just the type of thing stated during roadshows, but without one, they have to ensure interest. And 30% retail, MS/GS need headlines. 2. For all of this talk of over subscription, I’ve never seen so many people on social media saying they won’t participate. But maybe it’s just what pops up for me. Maybe there are tons of people promoting buying it. 3. We will see if Elon can continue the con.

Soffatjockis

Actually impressive MS paint work OP would have a bright career.... 30 years ago.

Skalawag2

MS paint? Bullish for MSFT

RadagastDaGreen

100% none of it. I understand how to find vetted (thank god I am back in college and have access) articles from journals and take data sets and apply rigorous correlation analyses. I have many degrees. Undergrad molecular genetics with specialty in microbio. MS secondary science Ed. 14 years teaching. MSEd School Admin. Went back for Nuclear Med and Business admin. (I can sell the F\* out of a CT/MRI machine and educate people one how to operate one). I understand statistics and how the trend of sea surface anomaly temperatures being random and that it will eventually return to pre-Industrial norms is the statistical equivalent of me giving birth to a kid who become the size of Yao Ming... Twice. I know what I'm doing and I'm telling you, it will be in the headlines.

daddydunc

Lol were you using MS paint? Half an hour?? You belong here and thanks for the meme.

TDAdams

Great conversation guys. One idea that has worked out for me has been to buy the brokers and forget about them. GS MS JPM and IBKR Bet on the house, not the gamblers.

Pleasant-Shallot-707

uh....No. Customers of each of those companies which have very small profile overlaps will use a governance vendor that makes the most sense based on where the bulk of their AI usage will be. No one who works mostly in MS will pay SalesForce for AI Governance tooling for instance.

fun__friday

xAI not doing well even during the AI boom days. On top of that companies are starting to reconsider their spend on AI tokens and starting to hire humans instead. MS - SpaceX will make 3.5 trillions. Did they hire Grok as their analyst?

Ghearik

GS and MS must have industrial knee pads for all the deep throating of Elon and his "ideas". Like seriously. This is a fucking scam 100%.

Consistent_Rule101

I think this IPO will go flop with the way GS and MS are propping it.

AggravatingCrow897

Damnit, Microsoft finished kinda of green. There is a dude in here who rages out every time MS dips. I luv that guy.

Bilbo_Butthole

lol yeah I’m sure my allocated IPO shares that I intend to flip via MS will tank

ShakeAndBakeThatCake

Yeah 100% google will be a winner no matter what as they have hedged their bets with Anthropic. MS is in an interesting position but they still have a lot going for them. Personally I think Apple is in one of the worst positions right now. Arm on Windows is getting better. And android phones are good now and have more features overall. But hey, you cant be a blue bubble on android.

MaxDragonMan

Sure is. If you look at the linked comment, it's in the replies there. **I am still optimistic**, for a few reasons. * Phase 2 test results were positive, but slept on imo. * I don't think people outside the SCI community understand the tangible improvements made to the trial participants. * Part of this is because the results primarily showed off 9-hole peg test results, and other benefits (better bladder control, ability to feel temperature, reduced fatigue, new pain \[exciting if you have no feeling\]) were not a part of the study. * The day after they announced the dilution fundraising they also [announced](https://nervgen.com/nervgen-announces-positive-independent-blinded-biomechanical-gait-analyses-demonstrating-genuine-neural-recovery-with-nvg-291-in-phase-1b-2a-connect-sci-study/) positive, blinded, biomechanical gait analyses demonstrating neural recovery with their drug - and statistically significant improvements at that. * Advanced Approval is still possible from the FDA and would be the biggest positive catalyst. * [Last year](https://nervgen.com/nervgen-pharmas-nvg-291-r-demonstrates-significant-functional-recovery-in-department-of-defense-sponsored-preclinical-models-of-traumatic-hearing-loss-and-peripheral-nerve-injury/) the US military did research using the drug for hearing loss, with positive effects on rodents. * There are [other potential applications ](https://nervgen.com/pipeline/)to the peptide beyond spinal chord injuries. Their current pipeline suggests it has application for treating strokes, MS, and Alzheimer's. Beyond just the drug itself, I think even the negative moment suggests something interesting. * [The dilution](https://ca.finance.yahoo.com/news/nervgen-announces-pricing-us-60-032700893.html) / raise was for $60 million USD ($2.50 compared to the $1.91 as of tonight) with warrants for more (at $3.58). * The day it dropped 44% (the 22nd of May) there were 12,000,000 shares traded. * Even today it was nearly 1,000,000 traded. Another -4% down though. * I figure the shorts are continuing to put pressure on it. * For context, average volume for this stock is \~40-100k on a busy day. 100x the normal volume implies to me bigger players were involved - for every sold share is a bought share. The shorts made a killing, but someone's also got to be buying these shares and given the negative reaction (and the fact this happened while most people were at work) from retail, I have to presume it's insiders and bigger players. Notably, SEDI reports seem to show Adam Rogers seemingly getting warrants (he is the CEO), and John Ruffolo from the board of directors buying common shares (50,000 of them) afterwards. I've always been bad at reading SEDI reports of insider trading, but suggests to me that at least for Adam compensation is wrapped up in how the company does, and he has (or has the right to) \~10.8 million shares. Beyond that, the value of the company is certainly >$160 million. I think $1B could one day be somewhat conservative for the market value. $300 million isn't unreasonable either - it was there literally two weeks ago. It's tough to put into words. I'm optimistic, but I'm also sad it got so battered. I'd buy more if I had the cash, but I already own 14,500 shares myself (averaging $4.19 US for 10k, $2.90US for \~5k), a small portion of which are on margin. Regardless, worth your time. I'm not going to talk anyone into investing, but I'm willing to wait and gamble with my own money on this one. I just... I just have a feeling about it, and generally my gut has been correct. (Funnily enough, the day before it dropped I thought "gosh maybe I should just sell it all." and waved it off as me being stupid. A message from the deep I guess.)

imustbegthequestion

Print MS.

LostAbbott

Good for MS.  It might depress the stock at open, but I doubt it will do much else...

MaterialGuy007

SpaceX IPO to blame for today’s sell off!  All Hedge and Analysts Broker Dealer outfits will pump market esp stocks like MU and SNDK that jump $100 a day to accumulate for upcoming IPOs - no wonder MS pumped up a reseller not even a manufacturer of storage….. 

_hiddenscout

I think you might just be over thinking it tbh lol I don't think it will have that drastic of an impact on some things, if anything, with people losing weight, they will need to buy new clothes. I could be wrong, but there is also people looking into these trends what not. Like I heard stories that even some trading firms don't want employees on it, since it lowers risk/reward for some people. Here's something from MS around consumer behavior: [https://www.morganstanley.com/im/en-us/individual-investor/insights/articles/medications-and-shifting-consumer-behavior.html](https://www.morganstanley.com/im/en-us/individual-investor/insights/articles/medications-and-shifting-consumer-behavior.html) There are some other weirder ones, like more gum and mint sales: [https://www.cnbc.com/2026/04/30/hershey-gum-mints-ozempic-breath.html](https://www.cnbc.com/2026/04/30/hershey-gum-mints-ozempic-breath.html)

circadiggmigration

It won't come down before space x? No one is going to fat finger anything. The price and the fact that all modern brokers LIST THE NAME of the company in the trade confirmation are two clues. You guys act like its 1982 and they're trading in a MS DOS terminal. !Remindme 2 days

Pabst_Blue_Gibbon

it's a bad sign for MS that Bavaria rejected the new framework agreement, because Bavaria is by far the friendliest German state to MS (guess where their German headquarters is). If it's a sign of the times, then billions of EUR in yearly revenue from the German public sector are at risk. And even worse, if German is moving that way, it means France isn't just an outlier (as they usually are) but that the European public sector as a whole might be moving away from MS.

Pabst_Blue_Gibbon

presumably that the state of Bavaria decided not to renew their MS contract

wwb_99

This is kind of like the MS breakup. Probably not great, but a broken up microsoft would have still been #1 in office apps, #1 in operating systems and at that time. Google would break into a few category leaders. Synergies would be lost, but you would have some winners too.

Lozzaroo_

I’m holding IMUX. My thesis is mainly the Phase 3 ENSURE-1/2 MS readout by year-end: large twin trials, placebo-controlled design, IDMC futility passed with no upsizing, and the feburary PIPE means they’re funded through it. Definitely not risk-free. MS relapse rates can drift lower, and CALLIPER missed its primary in PMS. But at sub $15 I think the setup is asymmetric if vidofludimus hits. Buyout optionality is a bonus the way I see it, not the main reason I’m in.

CT_Legacy

So what method is MS using for that value? The last round was 6 months ago for 800B and that was before merging with xAi

mashem

The only counter to "whoever has the most data wins" I can think of is, "whoever has the most valuable data wins." Imho, this is where Microsoft comes in. Even though I have a billion things against MS, even though I work in DevOps working mostly with MS tenants, they have their teeth so far sunk in. No matter how good the quality of each service, they're all entangled together and priced as one at an enterprise level. And a huuuge portion use Windows (AI dipping into file explorer, Edge, Clipchamp, Jesus even MS Paint). SharePoint (plus OneDrive), Teams, Word, Outlook, Excel, PowerPoint. And those are just endpoint apps. What really takes the cake is the automation side: PowerAutomate, Power I, PowerApps, Power Pages, Copilot Studio. Then the finance side: Dynamics355, Supply Chain. Enterprises are already so damn deep into this, it'd be a monumental nightmare to move away. Especially automation flows. They use their on in-house coding. So a migration would be almost entirely manual. And it doesn't make financial sense most of the time to move away from any of this, unless you're moving away from ALL of it. Because of how the licensing is structured.

Apprehensive_Ear7309

Looks like you edited this in MS paint.

No-Improvement3164

JPM flat for a year and MS up almost 100%. What am I missing?

No-Improvement3164

MS thinks it’s a chip stock?

paeschli

Teams is eating Zooms lunch so it worked out for MS

anti-censorshipX

Haha, Morningstar has a hard-on for all things AI, and kept pushing PALATNIR (constantly upgrading its price) despite Palantir not being profitable for almost 20 years until very recently. MS even cited the LACK of AI tech in SpaceX's business as one of the reasons why it's overvalued, which reveals how compromised Morningstar is. Morningstar is not objective in any way. I have no dog in this fight either way, but take whatever Morningstar says with a grain of salt.

hodlethestonks

Building ai tools for government just now. Data privacy is a challenge. Ms offers dedicated air gapped deployments of azure services including llms. Problems of course rise from updating the systems if outside connections are not allowed. Data is classified as public, sensitive but unclassified information, restricted, confidential, secret or top secret. The lowest levels can be transferred out of country. Restricted and higher up need to stay inside. Confidential and up cannot be processed/stored in third party premises. Even the lower levels need vigirous information security audits. Nor sure how auditers deal with the fact that in Azure for example MS monitors the nature of user prompts for malicious content (think of nuclear bombs, bio weapons, terrorism, human trafficking, drugs). I Don't think it's cool that ms algorithms, that we aren't allowed to inspect, is allowed to read and in some cases save the user data. They say US officials aren't allowed to access that data but again even government users aren't allowed to or have the know how to inspect the systems for intelligence agency back doors..

kwijibokwijibo

Ok, but how many laptops would you need for this use case? 99.9% of enterprise PC users won't get the budget to upgrade to souped up hardware, and most office workers barely need more than MS office

Joe091

They’re not doing well in the enterprise space compared to OpenAI, Anthropic, or MS. 

Apost8Joe

If you're implying the investment bankers are complicit and equally corrupt - hell ya they are. My god the Jack Grubman and Mary Meekers of back when would blush at the stunning bullshit analysts and media sane-wash today. I left MS and started my own company as a fiduciary, spent the next decade+ taking assets from the wire houses, retired early, was a good run. I'm in space stocks with huge gains, just nothing to do with Elon.