MS

ahspaghett69

imo: \* OpenAI will have a bull run after the IPO \* Top investors will start cashing out \* After a series of bad earnings report and stagnating growth, OpenAI will announce formal takeover by Microsoft. This will happen BEFORE the Datacenters and deals they've made in the last 2 years go EOL \* Market will interpret this takeover as a good thing, stonk will go up AGAIN \* It will be revealed that the round-tripping between companies is not sustainable and now all these companies and equity firms are left with huge amounts of debt they can't possibly repay. NOW the market crashes, big time \* Federal government bails out all the debt holders to "protect america's AI future" \* MS/Amazon/Google end up with a bunch of datacenters and GPU compute for free, that they can then repurpose for actual revenue generating purposes

only_fun_topics

Before you declare it a bubble, consider the fact that all the companies involved in the upswing are posting massive profits. Google could walk away from AI and still have metric fucktons of cash. Ditto Amazon, MS and Apple. The only companies loosing money are the private AI labs, which may as well just be considered internal R&D.

Lazy-Gene-7284

I do this all the time when I want to trim a position that’s gone up a lot. Just did it for MS three times at $160 before it finally called me out of 200 shares. Not a bad way to pocket some money and instill some selling discipline in your portfolio

Complex-Jello-2031

CABA Bio groundbreaking auto immune treatment 100% of lupus trail subjects CURED will wipe out autoimmune & also has great affects on MS will for sure get bought out price now is around $3 Cantor Fitz the Bio specialists gave a buyout target of $30

Puzzled_Cycle_71

I'm not sure AI technology is in a bubble; but they've already all become about equal in ability from what I've seen and I just hop between the cheapest subscription. My guess is MS wins by packaging AI (a shitty AI) with windows licenses and we all lose in the end.

AbiesOwn5428

The same logic applies to ChatGPT too. Copilot is powered by it and MS has been shoving copilot wherever it can. It is expected that OpenAI should not count copilot users but highly doubt they are making the distinction. Anyway, what matters most is user retention and growth. Given the slim qualitative difference among the chatbots, OpenAI has hardly any moat.

pulkxy

source: MS paint

jhern90

Their deal with MS was updated to allow them to have other partners. My guess is that OpenAI wants everyone to depend on them and have all those alliances to be to big to fail, and to have leverage with all these partners. That way if one of them bails, at least they will have others already lined up.

xorfivesix

MS can claim the depreciation. Ultimately MS got OpenAI equity with compute. Not free per se but heavily subsidized. Azure cloud services brought in $75 billion in revenue in fy '25, 40% growth YoY, and significantly higher than their total capex spend. In a word, they can afford it.

CharmingScholarette

Can someone breakdown the investment so far? MS invests in Open AI Open AI invests in NVIDIA NVIDIA invests in Amazon OpenAI invests in Amazon Azure owned by MS (direct competitor of Amazon AWS) Did i get this right?

highlander145

Nvidia -- MS -- Oracle -- AMD -- AWS Whose next??

ResilientRN

Old fashion way here, Excel spread sheet using 2016 MS Word from software. (I don't trust anything in the Cloud). I login to my accounts and plug in the #s every month since 2019.

davemano

Meta spending 100s of billions on AI with no clear direct path to revenues, unlike Google/ MS, is a little confusing.

ANGELeffEr

6 weeks to expiry- down 6% and already shitting himself…maybe playing the market ain’t for you. You could ask 1000 different people and walk away with no better confidence in what will happen. All I know is 2 weeks ago META is FMV $759 per share, earnings call missed the mark Slightly due to tax liability and then they proceeded to say we are expecting higher expenses because we are upgrading entire systems, building massive data center in MS plus building the Hyperion complex in Louisiana. But keep In mind they are working on their own model for AI to capitalize on what their business plan is-Ad revenues. Sounded more like they were trying to keep analysts from setting such lofty targets for the next 2-3 qtrs, than experiencing any real impact from ongoing operations. The upgrades are needed, the business model has proven successful YoY, and as long as the upcoming lawsuits dont totally F em in the A they should be ok. I would say that with your level of nervousness, maybe options aren’t for you, go buy some NVDA stock and just hold it. OR Roll those into some META LEAPS and take advantage of ownership without the tremendous capital Outlay.

Automatic-Acadia7785

I have a watchlist of stocks i named "Evil Corporation". Includes companies like BLK, BX, LMT, RTX, MS, JPM, GS, XOM, etc.  Performing second only to the tech watchlist 

RedditIsAWeenie

I think NVidia has gotten itself in over its head with lots of circular financing for AI hardware. By the time this unwinds, there will probably be some aggressive markdowns and shareholders look to lose a bundle. Jensen has overstepped. Too aggressive. Frank, all it will take is some reasonable and reasonby priced competition from AMD and it all comes crashing down, even if AI hits a home run. TSLA is also in this tier, maybe more so, with P/E over 300. If it takes 300+ years for profits to repay your investment, then I probably ought to be seeing your GP too, because you are planning to live a long time! I don’t think this valuation is based on renewable energy products, but rather AI vaporware, so I’m expecting some of the faithful to bail when the AI bust hits. ___ MS, Google, Meta are heavy investors in AI, but it isn’t their business model, so I expect they will bounce after some off quarters. I think Amazon might also be in this tier, but I am not sure what their AWD exposure is to it. Might be Apple tier. ___ Apple is behind in the AI race, and is (purposefully?) underinvesting in the technology, so while I expect they will get hammered along with the rest by the usual panicky investor who sells everything, it won’t take more than a quarter or two of business as usual quarterly reports to get the stock back to typical multiples, noting of course that typical multiples might be cut by a factor of two in a down market. Long term, I expect AI as a technology is here to stay, we still have the internet after the .com bust, after all. The question is which business models will succeed after the current generation of obviously faulty ones is weeded out.

daishi55

Are they spending much more than Google or MS on AI?

hitsujiTMO

Yeah, but a lot of their losses are hidden. For instance, they run on Azure, but it's heavily discounted because MS is an investor and they get increased shares in return. They get a 25% discount from Nvidia, who gets shares in return. So a lot of there actual losses are being hidden as new investments.

FactsTruthLogic

Obviously when MS participates in that.

Spara-Extreme

Goog makes $100b a quarter, OpenAI torches $100b a year. Are they going to 'overtake' search before or after they bankrupt themselves and have to sell shares to MS at pennies on the dollar? Of all the AI companies, this one wants to be google so hard its cringy. A video app followed by a browser (based on chrome). How fucking novel.

smltor

MS SQL backend, MS Access front end. But I have spent some 20 years writing it for me so it likely wouldn't work for you. Happy to give you a copy if you want though. Don't do tech support.

superberr

AWS was expected to be losing market share heavily to Google and Azure. That’s what was priced in. But AWS accelerating to 20% growth is huge. GCP said 30% but their cloud revenue includes non cloud stuff like their productivity suite. MS has been gaming its cloud numbers for years now adding Office 365 and other revenue into its cloud revenue. Real growth for both of these are likely at least 10% lower than what they’re saying when you remove all this fluff. AWS is way ahead with around 33% market share, Azure second with 20-25% and GCP a distant third at 10-13%. The biggest player growing 20% is better than a smaller player growing 30%. Accelerating Growth with AWS also signifies that they’re not losing market share, just the market as a whole is getting bigger. Bigger pie for everyone.

Rascal2pt0

Azure will endure and MS is still heavy in government contracts too.

Either-Juggernaut420

I had diversified shares in my pension pots, i went against the flow and deliberately kept all the MS ones as is to sort of act as an internal incentive, so I actually cared what was happening there. By chance I far outperformed the market. The mistake I did make was after an interminable week of mandatory AI learning lectures I realized that MS was going to buy an absolute megaton of Nvidia GPUs to keep things going and I made the active decision to sell up all the MS stuff and buy NVIDIA... Not such much inside information but just a realisation... Sadly it was Friday and after a stupid stressful weekend I remembered later the next week, only for NVIDIAs share price to have gone through the roof already.

ShakeAndBakeThatCake

While this is true and overall market selloff will still hurt MS. Fundamentals don’t mean shit anymore even though you are technically correct.

Own-Football4314

I would keep your shares for as long as you can and reinvest dividends. Read up on the recent agreement with OpenAI. MS owns 27% and gets 20% of OAI revenue. That is going to be HUGE.

Either-Juggernaut420

What to say about them, all the internal comms is friendly and loving and diverse and caring, but they get rid of staff with utter ruthlessness to the point of wastefulness. Middle management is very headless chicken. Every third email tries to get you think of a way to shoehorn AI into whatever product you're working on. Everybody is constantly lectured about making an "impact" and the bi-yearly self review process is a hideous mess of buzzwords and lies. I was there 4 years and pretty much hated every day of it. I was there because the company I worked for was purchased by MS, because of "buzzword #7", then when it turned out they couldn't think of anyway to make money they pretty much sacked all of us. I'm not really complaining about that from a personal standpoint, I was planning to quit in a month or two anyway, this way I got severance and another chunk of shares got to vest. But it was a pitifully wasteful end to the company I did work for which was great and had been around for decades.

AMadWalrus

As a person who did IB at GS/MS I actually started laughing at how wrong you are. You know IB is a designated job title right? Within the finance community, it doesn't describe people who work at an investment bank. FYI at GS trading is in the FICC arm and on their 10-Q income statement that division falls under "Market Making" so you aren't even right from a "well technically" point of view. If you asked both of the guys you described what they do, they would say they're "traders" because they know that "investment banker" is a clearly defined term within their company. Are you trolling?

Loteck

I work with both but MS is pretty on par any more and ahead in many regards due to its… what’s a good word; stickiness. oh and they just triple beat yesterday. (I think amzn reports today). Almost every major corp runs Active Directory. (Period). And they pay for email and the O365 hooks… Azure is making it pretty seamless with things like logic apps and the power platform anymore allowing spreadsheet guys to now make ‘apps’. This doesn’t even count for the copilot initiative (too many imho, but man, they can be very helpful at times!) but I must say GitHub’s is pretty killer. Aws wishes it was this ‘sticky’ but in reality they don’t address a biz core requirements at enterprise level. They just repackage micro services/platform they built for their needs and rent them out… cheaply. They all do really but I think the MS ecosystem (oS, system center, e-mail & office, power bi —> cloud) isn’t going the way of lotus notes/123 anytime soon. While they ALL have their pros and cons, GCP maybe the sleeper in the cloud space 10 years out… (waymo, search, maps, waze,YouTube)🤔

AMadWalrus

I did IB at GS/MS. I get your point but the “valuing companies” experience means the MD tells you what he wants the number to be and you find a way to get to it in your model. It’s mostly a process job. The crux of it is that it’s not an investing job and, as I mentioned before, you may be better at investing simply because you’re around finance tangentially but, all else equal (i.e. you put in effort to learn how to invest in your own time) you wouldn’t be better than someone else randomly picked off the street.

MarkusEF

What makes you think that antitrust laws or regulators would prevent a full MS-Open AI merger? MS is already the largest shareholder (27%) MS fought in court to defend the $75 billion Activision purchase, and won against all the regulators

Mini_gunslinger

Only those who were employees when the MS restructure happened. Anyone since then won't be.

typo9292

Lol Tesla .... and then actually Nvidia, both really just have 1 product. I know Nvidia is aiming for more services but it's still a hardware play and competitors and shifts in AI usage are a risk for them, AI usage doesn't need to go away but it will settle down and we'll finally have enough hardware to lower demand. The other players have decent portfolios especially Amazon, MS, Alphabet. Amazon and MS will be the forever players.

motorbikler

There's a pretty well-established theory that people want to believe in conspiracy theories that there's some kind of shadowy organization or world order ("they") who are controlling things, because realizing that nobody has any idea what they're doing and there's a healthy dose of randomness and incompetence on top of malice is just to terrifying to contemplate. I think that a lot of people who seem to "know what they're doing" and have some kind of grand plan actually have no idea, but that isn't apparent until it blows up in their faces. Zuckerberg keeps spending deeply on all kinds of things that really nobody is interested in, and every time, early on people think he's some kind of visionary genius. The Metaverse didn't work, nobody wanted to buy virtual real estate with NFTs. Meta Raybans might have some limited use but I'm skeptical that it's going to be the new iPhone. In many ways, Meta has succeeded in spite of him. It's just buying up small competitors before they can take down Facebook, that's the real play, which tbh a bot could do for less money. MS messed up Xbox and probably ruined it. Amazon's games aren't making money. Cybertruck sucks. Tesla's robots don't work. Autopilot doesn't work. Stuff like that, constantly. These people are just throwing money at things and hoping something sticks, and increasingly simply lying their way out, keeping the game moving so fast that nobody can react. I guess what we may disagree on is, believing that anybody has a plan at all. If we criticize them for having a shadowy "they" who are moving us toward slavery, I think we should equally criticize the idea that there is a "they" who would realize this is a bad plan. There's just no plan!

TooLittleSunToday

We no longer have reliable data from the government so I say that inflation is much higher. All of us can see it every day, it is not hidden. Half the states are in recession so this is stagflation, courtesy of Republicans who voted for this. Now they will get price shocks for health care, rampant inflation at the store, big increases in utilities and more as the safety net is not only shredded but burned. The market will continue to do well as long as people believe that AI is going to take over the world. Right now, I cannot get it to be accurate. Chatty hallucinates constantly and is less useful than I had hoped as it makes so many mistakes. It does not even know what its own interface looks like and made up an image load button that looked like MS's Clippy but appeared nowhere. Whoops it said, just click the + button in the text prompt box. This is truly nuts.

The_Albertino

I don’t use any of the AI enhancements in MS Office, they create double work. I do think AI is useful for research though

ra__account

With the giant tech companies like Google, MS, Facebook, etc., I honestly don't bother. They get written about all the time in the financial sites that I read that if there was something interesting snuck into their reports, I'd know from reading them before I got around to reading the reports. Lesser talked about companies like GE are a lot more likely to fly under the radar.

generally_unsuitable

They had five divisions at the time of the sale. IP, Maps, Nokia-Siemens Networks, Design, and Mobile Telephony. They sold the last two to MS, who wanted to use it as their vehicle for the Windows Mobile platform. I believe the sold their map division to a european auto consortium (HERE). Around that time, they bought out Siemens and changed the name of one division to Nokia Solutions Networks. Around that time, IP and NSN were netting 2-3 billion in profit every year. A far fall from 17 years of market dominance, but 99% of companies would sacrifice their mothers for $2billion in annual profit. I don't know how they're doing now. Like the rest of the world, I don't follow them. But I'd expect that their holdings are still valuable, and they shrunk from around 100k employees to barely 5 figures. Do they have another act? Who knows?

charthecharlatan

Apple is behind in AI development, but its hardware dominance provides a cushion that other tech giants lack—iPhone revenue alone comprises 50% of Apple's revenue, with another 25% from other hardware like tablets, laptops, and headphones. Google, Microsoft, Meta, etc. generate most of their revenue from non-hardware sales, and their software's ubiquity across many contexts (e.g., MS enterprise software) likely positions them better for AI monetization. Apple's hardware cushion could end up becoming a trap if they over-invest in hardware and under-invest in AI. Apple has substantial resources, but whether they'll invest more heavily in AI beyond their current efforts or cling to their identity as a hardware-first company remains unclear. Their cautious approach suggests reluctance, and money alone isn't sufficient to transform Apple's product offering to be more AI-centric—integrating AI into a software ecosystem is complex, and Apple's incremental strategy may not keep pace with competitors who've spent years building AI-first platforms.

IJesusChrist

both drugs target the same protein, CD19. So proof of concept of zbio "working" is proof of concept that CLYM will work. honestly I would like to see clym add MS to their pipeline. I think the stock would move up a lot if they announced that because CLYM drug is likely going to be given once every SIX MONTHS whereas you get the same or worse efficacy with zbio and it requires a needle every WEEK

Bannedwith1milKarma

Didn't MS dissolve Nokia?

DiamondOrDilution

Thanks for the DD. I’m interested in the technology and their initial readouts are positive. Question: You mention MS applications for the drug, but their company site, pipeline, and plans make no mention. Why are you comparing CLYM to ZBIO for MS?

joeyat

Microsoft Azure runs most of OpenAI’s infrastructure to serve chatgpt, but they use and sell OpenAI’s models for use in CoPilot. Plus Microsoft resells OpenAI’s models directly to other parties via Azure AI foundry API hosting services (where you see ChatGPT used in other websites, games, customer service bots etc).. and companies pay Microsoft a lot of money for that, of which only a small portion goes back to OpenAI as licensing fees. So both MS and OpenAI sell those models and services and both make money off them. So OpenAI’s big user base consumes Azure compute resources so MS will charge them back, no different to the many companies that use Microsoft infrastructure services. So there’s external income going into both companies to pay for some of this (‘some’.)… But also Microsoft is massive and have a lot of income which is nothing to do with OpenAI, so they invest in OpenAI to float them and provide them resource to produce the NEXT gen of models… which they all assume will be better and then they can both sell those. This is insane growth.. but they are collecting revenue in there, the bubble is bubbling for sure.. but Microsoft seems to aways be a footnote for these investor bubble pop predictors. Where they are a big cog in this machine and their income drives a lot of the system.

teddyKGB-

I'm not disputing what you're saying but if the train keeps rolling they can just about raise unlimited money with private funding. Even if the train stops they can probably still IPO and get another couple years of funding. It's the dumbest way to build a company but their bet seems to be figure out AGI or die tryin (50 Cent approved). What's even dumber is they absolutely know they have no real path right now for "AGI". AGI in quotes because they keep changing the definition which is why it has to be defined by a 3rd party in this MS restructuring.

Icy_Barnacle7392

No, you Biden/Kamala schill!!! He stopped 800 wars, saved 40 billion children, and stopped nine trillion illegal MS-13 gang members from entering the country!!!! How dare you suggest his holiness has done anything less!!!!

Happy_Discussion_536

GOOGL new ATH 🥰. MS new ATH 🥰. AAPL and MSFT crosses 4-Quatro Comas, $4 Trilly club first time 💪.

NYCTUDO

Citi, JPM and MS don’t give a shit about your money but I do.

Sriracha_ma

It ain’t allowed to go down - Citi, JPM, MS all have pts of $500 or close to that, they will make sure it gets there

pvnieuw

Probably MS helpdesk, annoying af

lOo_ol

*"MS in Quantitative Economics who's been trading successfully for 30+ years... I'm a genius, I can predict the market with maths you wouldn't begin to understand. Anyway, I gamble on absurd memes like TSLA"* Cool stuff.

gizamo

Yeah, a lot to unpack there, from the "all-in" to the timing of when you listened to them and who you listened to. > Your statement awfully sounds... Awful and awfully ignorant conclusion to jump to, but you do you, mate. Regardless, yes, it is absolutely relevant to OP's topic, but it's clear that you'd rather remain arrogantly ignorant than listen to a dude with an MS in Quantitative Economics who's been trading successfully for 30+ years. ¯⁠\\⁠_⁠(⁠ツ⁠)⁠_⁠/⁠¯ Enjoy pretending you know everything while criticising people you don't know to fein some weird superiority. I'm sure that strategy will work out great for you.

eudaimonia_dc

Drafted by some PraegarU graduate using MS Paint.

Got_Engineers

HOOD to the moon. Any of the financials for HOOD, BK, IBKR, COF, MS, are so much better than stupid adobe. Fuck these value companies

it-takes-all-kinds

For the entirety of Adobe’s existence I haven’t understood how it ever did well with a buggy, limited, and tightly controlled software. I understand AutoCad getting away with that, but Adobe? It’s MS Snapshot but annoying.

Otherwise-Climate888

I love Amazon, use Facebook and MS but I don’t hate them since they do not ask me to pay every time I use them.

Sriracha_ma

sickens me to see absoulte morons talk like they got this figured out, you bet he pulled that $6 valuation out of his arse, then again so do most sell side analysts.... Flipping JPM and MS have a PT of $500 on cvna

okaynowhat

omfg you're absolutely in a deep republican propaganda silo to think ANTIFA as an actual organization is real. Truly sad, again you're ignoring all the blatant corruption that has happened this year alone because you can't handle the truth that both sides are not the same. The level of corruption this year is leagues and leagues beyond anything dems have done, like its irrefutable at this point and you just ignore that to bring up an imaginary organization. Over 70% of those detained by ICE have zero criminal history, 100s of US citizens have been detained for hours or days just because they're not white. ICE needs to be and will be abolished, it is a modern day gestapo and will get far worse unfortunately cause theres a few people making billions from their violence. Photoshopping MS13 onto the knuckles of that one guy earlier this year shoulda been an insult to the intelligence of every american yet you were probably just gobbling it up as irrefutable proof that he was a gang member, just pathetic.

No2reddituser

> but Gates was not only a tech savant - Gates understood what part of the market he wanted to be in, and it wasn't building computers, it was building operating systems that could work on any computer. That's kinda re-writing history. I'm not sure what you mean by tech savant. But when Microsoft started, they sold a few software packages. They only got into operating systems after IBM couldn't come to an agreement with Gary Kildall. And MS-DOS 1.0 was a pirated version of Kildall's operating system. Now Gates was smart enough to negotiate a deal with IBM where he could sell MS-DOS to other PC companies.

bulk_logic

you guys can't even make the effort of poorly drawing MS Paint faces on stock photos and you want people to throw in thousands on a long shot

kevin091939

Anything made by US software, for example, any thing with a manual that was printed by MS Word in China will be banned.

Platti_J

Not really. It's all luck because this could have gone way higher, and perhaps it still can. Not everyone can buy around $1 a share. It had a lot a of hype and 2 billion volume. More than any meme stock. People were shitting on the Intel guy, but Intel is not going out of business. Neither is AMD, or MS.

No-Doctor9742

short it then oh wait ur Boy MS’s ponzi imploding? word

Beneficial-Age-9293

If you want early access to trump market swinging truths, just get in the members club by buying 100 Donny coins, 100 Melanie coins, 100 each of his children coins, 1 Trump watch (made in China), 100 shares of DJT stock, and picture proof that you are not MS13 or Antifa.  If you want premium access donate one jumbo jet to the "Library".   Having this access will allow you to go from millionaire to billionaire, just like me.

Reuters-no-bias-lol

Only if you ignore Grok, Gemini, MS copilot. The only thin Anthropic is better than right now is probably meta and Amazon dog.

motorbikler

I think this is how the AI bubble ends not with a bang, but with a whimper. People just slowly drift to whatever AI is included in the OS/app they're using. Gemini is there in a Google search or on Android. Whatever Apple is going to produce. Copilot for MS apps. These things are features, not apps.

AntoniaFauci

Yes, one high risk moon shot, based on a few elements converging: 1) MS and BAC just reported breathtaking income from the M&A explosion and the same from related investment banking. 2) Mountains of evidence small and midsize banking is doing even better. 3) Disgraced small and midsize financial player B Riley is down 90% from previous highs but could be poised for a huge re-pricing event. 4) Insiders have been blocked from transacting RILY shares for over a year. 5) New CFO and new investors have numerous incentives tied to the stock price more than doubling in the near future. RILY sold off from $85 to $3 after getting burned by some toxic assets, aided by some particularly egregious shorts. They’ve apparently (?) managed to stave off bankruptcy, but most don’t know that since they don’t follow the sector. RILY is currently appealing their imminent delisting from Nasdaq. A positive resolution of all these issues is potentially imminent. Market watcher will recognize that emerging from assumed bankruptcy can really move the share price. Now add the fact that RILYs Q3 has been shrouded in mystery. But anyone who follows them closely knows they are one of very few strong players in the small/mid market, and have landed a stream of noteworthy deals. There is a chance they could have major upside surprise if and when they do finally report Q3. That means that what COULD happen is the emerging-from-Bankruptcy story meets the blowout-Q3 story meets the RILY-is-quietly-dominating-the-small/mid-market story meets a tsunami-of-insider-buying story. This would be the proverbial mother all of squeezes. Steel-man: it’s also possible one or more of these factors doesn’t play out, or even if they do, the market doesn’t care. It’s possible Riley returns to bungling. But in terms of a banking situation that can double or triple, this is it. My sensible money is in things like BAC and C, but neither of those has the same potential to 2x, 3x, 5x like RILY could. Any of the above (especially RILY) could go 0.5x though.

Dee___Snuts

ADAP gunna rise fools!! ADAP is buyout candidate for the following reasons . They have tiered royalties and MS payments coming from GLPG who just stated earlier this week that they will announce plans on their cell therapy arm by November 5 . If they execute a sale ADAP could be made part of the deal . ADAPs CFO is currently on a contractual position and listed as a full time employee elsewhere on LI . ADAP is currently subleasing its headquarters in the UK. This is a solid play

wwb_99

Yeah, there is some common themes there. Big picture Amazon / Google / MS / Apple all have the margins to make multi-billion dollar bets on new tech out of current cash flow. Even if it fails (eg metaverse) you are OK.

MobyDick4Real_

Theyre buying the enterprise fiber, I think that MS still buys the federal offerings. As I said I think they slowly dismantle the company and part it out.

skurtgibzahi

I have seen this more and more recently and had assumed it was mostly middle school drop outs parroting it. I just can not wrap my head around how this works. A MS in petroleum geology and he fell for this dumb shit? We have to get rid of Fox news or seriously make laws about spreading blatant lies

dasnoob

My Dad is the same way about oil. He is a retired petroleum geologist with a MS in petroleum geology (before it was called petroleum engineering). His entire career was searching for oil. As he neared retirement he would talk about how much harder it was in the 2000's to find a good oil sand compared to the 70's when he started. After 15 years of retirement he will tell me with a straight face that oil is replaced by naturally occurring processes in the Earth at least as fast as we can extract it. Then he turns his head back to FOXNews.

DepartureAnxious5115


just_for_shitposts

Nvidia moons because there is demand. There is demand because Open AI. But there is money for this circlejerk because of MS and Altman's VC gang. IMHO MS is the baby momma.

murkywaters--

Which is sad because the rest of the morons in the world are like.. "Wow! Elon musk is brilliant for getting so many govt subsidies! He's so good at innovating.... By buying companies! And Bill Gates totally became a billionaire in his garage because he's a brilliant white man like House. Not because his mommy was a united way board member who knew the IBM chairman and got him to hire her son's company. But wait! Gates created MS DOS, right? No? Just bought it like Elon and renamed it? Um... Like I was saying.. What an innovator!"

eberry707

Mango at 3:59EST. 100% US tarrif to fight MS13 gangs

MyGuitarTwerks

Not if you invest in the right ones. SCHD, MS, AGM, CUBE, IPAR. If you wait a few years it adds up in your portfolio if you keep reinvesting and adding to it. High yield dividends is what you're referring to. And i agree. Nav erosion in high yield dividends are terrible. Even though Yieldmax is holding up still with their return %, its still a massive risk which isnt like the other dividends. Dividends are good if you invest correctly.

AntoniaFauci

Not the sexy minerals, metals, spaceships, quantum, AI trades, but MS and BAC just laid down some seriously strong earnings.

palindromic

The new Monopoly game at MCDs is kind of a bummer, it’s just a card that shows the rich old guy and says “Sorry, you lose again - Give the bank $200 and go directly to jail. Also, jail healthcare isn’t free anymore you have to work to pay back any boo boos you might acquire while being shanked by MS13. Also, you’re being deported. And you’re no longer a citizen.”

NotThatGuyAnother1

OP... looking back at this post now, what do you think now that AT&T bought them? You were close (enough) in your prediction,  given that AT&T and MS strategies are so intertwined. Im interested in your predictions from here.

Mountain_Today_9166

Buttcoin is gay. After the next crash it’ll just be a way to run MS Word cross platform and buy things in World of Warcraft. What does it even smell like?

ere2015

Wonder how MS will do

Budget-Ocelots

No. XB has always been useless to MS. After losing to the PS4 at literally everything within the first few months, they almost disbanded the whole thing a decade ago when Nadella took over. And here we are, XB is very close to be nonexistence. Now acting as a 3rd party storefront and publisher. Nadella probably compromised on allowing the XB division to exist due to IP and brand valuation, but not for the hardware business anymore.

ChaseballBat

The issue is when companies look at the comparison between using AI and not... "We're paying how much to gain how little??" The house of cards will collapse when the biggest firms don't see monetary value out of AI integration. MS has a leaderboard right now comparing teams who do and don't use AI. If there is ever a whisper that AI teams are performing worse than non-AI heavy teams, shit will go down.

timeye13

$ALVO finally upgraded by MS. Highly undervalued.

krsnik93

To the credit of MS, they do mention they are in a conflict of interests.

maxinstuff

Nailed it - why listen to buy advice from a sell-side firm like MS?

Top_Cranberry_3254

Earnings MS and JPM...TSM in 2 days.  "Buy the dip, faggot."- Warren Buffet.

TheGreatPornholio123

When this whole AI bubble collapses, everyone's going to realize 1/2 the market cap is just each AI company passing back and forth the same exact investment over and over in a giant circle jerk and booking the same $5B via a bajillion layered derivatives.. MS invests $5B. OpenAI Invest $5 in X. X invests $2B in MS. X Invests $3B in OpenAI. Ad infinitum.

donedrone707

you clearly don't follow OP if you had you'd be rich and would dare shit on his MS paint TA the only one I've seen him call that didn't do great was one of those online trading platforms, Webull or etoro. And idk I stopped following it, maybe it did take off like he said. He's called a bunch though. AEO, Google, I think HIMS and a few others.

MarketCrache

I try to use Copilot at work to give me PowerShell scripts to do pretty basic tasks but it's useless because it doesn't know how my company's internal IT structure is set up. It just gives me generic answers that apply to a vanilla landscape. After futzing around for an hour plugging and re-plugging in successive error messages that deliver ever-more convoluted suggestions, I'm forced to lean over to the PowerShell guy and have him complete the task in 30 seconds. These tasks are all within the extremely narrow environment of MS's own curated OS world. I have no idea how AI is going to complete tasks in the real world. Anything it disgorges needs to be vetted by a subject matter expert anyway to ensure it's not a load of crap. It's like getting your 10 year old nephew to help you out at work.

SpotlessCheetah

My point about the 4g was that the money was spent and it was $5 trillion. Not one person said the word "bubble." It just ended up being a massive spend at the end of 10 years in aggregate coming from both the enterprises and to the consumers. Robotics, healthcare, Sovereign AI, Agentic are all real. Expect Robotics industries to greatly expand - and NO consumers don't have to be the main driver of it, there are many business cases for it such as "dark warehouses", military applications, etc. Healthcare - drug discovery will be massive. Two examples: Novo Nordisk and Recursive (Recursion) [https://novonordiskfonden.dk/en/news/denmarks-first-ai-supercomputer-is-now-operational/](https://novonordiskfonden.dk/en/news/denmarks-first-ai-supercomputer-is-now-operational/) If you think AI is just a chatbot you really have done yourself a disservice. There's far more going on to distill it down to that. I don't even know what your second comment means...all I can tell you is that the amount of datacenters right now that exist from GCP, Oracle, MS Azure, AWS are massive and they never stopped building those either in 15 years. If anything, the demand has continued onwards. When Cisco built out 25 yrs ago, the internet was so new, they overbuilt and laid down dark fiber without any applications, just waiting for the people to come. We as a society, barely had the ability to analyze and connect all the data together back then. We can make much more informed decisions today.

666KekLord420

Picked up the latest shipment of gold and silver bullion to add to my private vault (🤌🤌🤌🤌🤌) and the gold is actually slabbed and MS69 graded; nobody cares about numismatics

ToxicBTCMaximalist

> Help figure out how to use MS Paint to put MS13 in Gothic Script font right here so it looks like a tattoo.

leejdrive2

I think this guy makes points. I read the whole discussion and found some compares longterm and short pump-dump investment stocks. He makes sense because YYIA is short term investment stock like few days. Just like he said YYAI is not Apple or MS. That is why he makes sense. Since there is very low floats (just small number of shares) each share price will go up exponentially IF there is very high demands, simply saying rare to buy. But not long term investment he says. I buy it.

abewiklund

Maybe not a gigantic stock but room to grow. TGTX. They have best of breed MS drug. High double digit growth.

AdOrnery4151

Bro used MS Paint and divine energy to make this DD. 

Rukuba

https://preview.redd.it/9lpuj3idr6uf1.jpeg?width=300&format=pjpg&auto=webp&s=0ed25f0e7c4adb1dd6b7e13e9811556547a738b0 "MS FINSTER! MS FINSTER!"

wtf_is_up

>Retail Investors just bought $100 Billion worth of stocks over the last month, the largest one-month retail buy in history - MS

Like-Frogs-inZpond

I got into CLNN a few months back, it’s waiting for FDA approval for its nanotechnology work to treat ALS, MS and Parkinson’s. SRRK and AQST are some other speculative plays I am in. SRRK is pending approval upon sorting a manufacturing issue

nicholas-leonard

I am an experienced softwares engineer. I use AI for coding, specifically MS copilot with VS Code. With the introduction of agentic AI support, I have almost completely ceased typing code. Instead I supervise the AI which does most of the time consuming work like debugging, refining, etc. My job is to review what it does at each iteration, and then tell it reconsider some incorrect assumptions (e.g. it can incorrectly assume I want to maintain backwards compatibility), and so on. Then I tell it to move on to the next task which I break down into steps for the agent to follow. Basically i can do weeks of manual work in days. The past few months of improvements in MS Copilot via the introduction of agentic as opposed to purely chat AI is quite noticeable. These use chain of thoughts, and tools like code execution, code lookup, file summarizing under the hood and they do so correctly and intelligently. I don’t think it’s just a bubble or slop. AI has real benefits and I think there is more to come. But each advance will cost more and more.