MS

CategoryOnly2022

Adobe is like MS office much in use

KMI_Dragon_Knight

MUFG hasn't transformed yet. But it will. Majority owner of MSCI, and look at how hard MSCI, EEM indexes and MS are popping up.

Proof-Necessary-5201

Nadella himself as CEO is afraid AI might destroy his company and you're here being confident. If AI fails, MS is in deep trouble.

Opposite_Engine_6776

MS Teams was laggy for me on a conference call. Puts on MSFT.

vba7

Why? Copilot is pushed into all MS products I think people here are programmers or generic chatgpt users, when the most users are the office drones... who use MS office

Historical-Fun-2536

Just get me out of some danger so I can trim some beta and buy some MARUF and GE and MS and chill.

Zenin

2.25 billion is a rounding error with the stakes involved and 3 years flies by pretty quick. They don't need to be completely drained to start a run and likely won't need to get anywhere close. The waters just need to be chummed long enough to start the frenzy where everyone sees the iceberg coming and starts to jump off in a panic before it hits. On the surface it seems like such a big play would take a massive amount of power to hold BTC down so far for so long and that'd be correct. However, that's also assuming such a play just started with BTC high. What if this is just phase 2 of a much larger and longer play? What if this play really started somewhere in 2022-24 when the price had dumped post-covid? Instead of using their power to hold prices down, what if they instead used it earlier to drive prices *up?* They'd certainly make money on the way (everything in crypto is an open grift after all), but more to the point the upwards support would be artificial, only they'd know it and only they'd really control it. All you need to do then is keep your support pressure going long enough for a company like MS to get in over their skies by increasing their average via buys of inflated coin. Once you've got them trapped hanging off a cliff, you simply stop your upwards price pressure gambit and let the pieces fall all on their own. This is all conjecture of course. I'm just some random dude who's probably just an AI bot spamming your socials. But big if true, right? ;)

Rin-Tohsaka-is-hot

I agree, *if* I was going to read the FT I would absolutely pay for it, it's legitimately high quality journalism. But OP could have linked any source, they chose this one. Sout China Morning Post has a similar article on the exact same subject he could have linked that can be read for free:https://www.scmp.com/?_gl=1*dk8ldc*_ga*YW1wLXpLYkUxYzNaT1BQbHNramJ3ME1BRGlZMnhGdzdnanMzWDRqeEIxbnJtRlpLVmUzeTJnUU44dUpRNGdCb3BtRzc.*_ga_VD9LCVW2ZV*MTc2OTk3MDM5MS4xLjAuMTc2OTk3MDQxNS4wLjAuMA..

AllGasNoBrakes420

G Suite is way worse than MS Office. Hate the company all you want but the office suite is a joy to work with. Imagine having to work with your spreadsheets in a browser. Google is the reason kids these days don't understand what a filesystem is.

paq12x

Buy the stock of the product that you use everyday. That’s how I bought Nvidia, Google, Microsoft, Amazon, FB and now Reddit (bought last week, 1000 shares when it dropped to 186 or so). When people said “FB is for boomers, no one I know uses FB” and the price was less than $150, I bought. When people said Google keeps getting “regulated” and was about to get broke up, I bought. When they thought Nvidia was a one trick pony and the price was 130 (pre split), I bought. When AMD was an “automatic money destroyer”, I bought. Recently, when MS was “microflop”, I bought. See you next year when Reddit is back in the mid 200s.

super3way

I dunno how MS will do. But I’ve been around long enough to hear crypto and bitcoin pronounced dead a bunch of times and it always ends up going higher. Maybe eventually it doesn’t but I’d guess it will again and this is just another cycle…. Bitcoin price down, media goes nuts saying it’s over, then it rallied to a new high.

SamWest98

\> MS needs to gain the market share of 3 Salesforce's sounds pretty doable tbh

mailwasnotforwarded

What I don't understand is Tesla's approach to all of this. When big tech companies like Amazon/Google forms a new division or sector they will sometimes split it from their parent company. Then they will do fund raising independantly for it to build it up. Why is Tesla doing this weird approach by deleting their main company and replacing it all with a whole new sector. To cancel MS/MX just to pivot into making robots is such a weird move. Surely it would be cheaper for them to build a new factory right next to it or in another area. To try and deconstruct and reconstruct a new building would just cost as much money... I don't understand these moves... Something fishy is going on.

_BreakingGood_

I feel like surely there will be a point where companies reach their trillions of dollars valuations and it's just not realistic for them to get 20% YoY growth compared to the S&P. Like, MS needs to gain the market share of 6 Salesforce's need year, to match a 20% S&P.

SundayFoodBall

Hmm.....so buy more bitcoin? It must be a great deal now for MS to buy more

Zenin

Yep. And likely they're obligated to pay their preferred series dividends before their loan obligations (I don't know this, just guessing) which would make such loans even more wildly risky than they already are. Think of it from the lender's perspective: Why in the world would you lend money to MicroStrategy that only gets paid back at all if Bitcoin Price Go Up rather than simply buying Bitcoin directly? The answer is that lenders wouldn't which is the entire reason they instead sold/sell preferred shares with attached royalty financing arrangements: Instead of an 8% return on my "loan" that can be repaid, the ~~lender~~ preferred investor is guaranteed 8% return *forever*. -Although if the stock price tanks to $0 then so does their 8%, so there's that, but as a preferred shareholder they also get first crack at the coin reserves liquidation in that event. Basically the only way MicroStrategy could get anyone on board with this insane scheme is by promising them stupidly huge returns no matter what. In truth MS makes junk bonds look like AAAA rated assets. And when it all falls down...the grift is big enough to very likely take the entire coin market down with it, at least for a time. Or the market somehow reverses, Bitcoin Go Up comes back, and MS makes a fortune. Who knows? Oh...yah...that's right...the whales gaming this whole thing out know *exactly* if, when, and how this will or won't go down. But you and I, lol no idea.

Zenin

If the price isn't going up, how are you getting cash yield out of it? They could try and sell options against their holdings, but that is likely to have nasty side effects no matter which ways you try and hedge it. The cost per coin really isn't the problem, USD cash reserves/flow is. Over the medium and long term they need more flow coming in than going out and with their entire asset basket filled with bitcoin they don't have a lot of options. Really the only thing they can do is attract more new investment, but given the risk likely the only way to do that is by issuing even *more* preferred shares and thus digging an even deeper dividend hole they can't ever dig themselves out of. -There is no exit...they're just a forever obligation...it's not a loan, it's a cumulative dividend rate per share. Although I guess in theory they could tank their own stock price enough to make that % per share dividend mean very little....kind of like the Trump regime is trying to do with the USD value and Fed debt.... We're not kidding when we say their *entire* business model is based on the theory that Bitcoin Go Up because Bitcoin Go Up. Keep in mind that *most* cryptocoin schemes are based on Bitcoin Is *Volatile*; they play the swings, so they can make money in any market. MicroStrategy doesn't really play the swings, they only buffer some cash to ride them out. The actual MS play is just Bitcoin Go UP and Go Up a lot over the long term. It's a 1,000% bull market play that implodes if it faces a crypto winter.

Zenin

Profit or loss on their bitcoin holdings, they have to set the better part of a billion dollars *every year* year on fire just to meet their obligations. When bitcoin price is rising they simply sell more shares (dilution) to cover those obligations and if anything is left over, buy more bitcoin. But when the price goes lower than their average....they can't really sell more shares as buyers would be paying a premium to proxy buy bitcoin and they can just buy bitcoin directly. If they tried anyway they'd be tanking the stock price until it was low enough their cap was once again under their coin holdings. So they won't sell stock. Instead they'll pay from their cash reserves hoping to ride out the price dip. That works, they've done it a few times, but only if the dip is short lived enough to not run out of cash reserves. If however...that dip blow their average lasts long enough to drain their reserves, they only have two options: Find more massive idiots willing to shovel their cash onto MS's bonfire or much more realistically, start selling their coin to cover their obligations. Once *that* happens the downward price pressure increases further, forcing MS to sell even faster, etc, and that gets mixed in with all the high margin investors getting liquidated, etc, and it's extremely likely bitcoin price will be in freefall. Now "someone" will make an absolute killing if/when that happens by being ready to catch that gigantic falling knife, but it sure as hell won't be MicroStrategy. It'll probably be Barron Trump backed by middle east blood money.

Got_Engineers

Vanguard owns ~9% total ownership. Capital international investors 5%, blackrock 5%, MS, state street and than it falls off. These guys own like 35% of Master lol. They are going to get owned thats like $11 billion in share value. It’s largest days of volume we’re up at a price of like $300 +

Wonko-D-Sane

When you get fed up with dependency hell, BSD is there for you. It is like a Mac, but less walled garden and a little more power hungry. I had FreeBSD jails in 2004, cute that all these kids got excited about their docker and para-v containers recently. It really feels like people just don't know what computers are for and MS takes a big advantage under the guise of ease of use. And everyone keeps re-inventing the same wheel that's already been turning for years. Now they are in my cables with their stupid ARM processors everywhere figuring out how thick the wires on the USB-C cable are and if the source and sink are allowed to talk to each other. I am getting too old for this shit and I am a millenial ffs.

mindfungus

But before his departure, he left some of the virus around, and it laid there, dormant within the DNA of the company, until this news broke, and now under stress, it may erupt, and now MS can’t kiss anyone

JaxonRaxonTaxon

It was never a partnership. It was a royalty deal to pay MS for using their AI in their robots.

BuyHUMBL

Americans who allow other Americans to be slaughtered by vicious illegal MS13 gang members or other dangerous immigrants need to have a family member of their own slaughtered too for a fucking wake up call!!! You people make me sick. Over 30 young American woman and men have been murdered by illegals, yet it never makes it to the MSM!! SMH… only this ICE BS does. MSM and George Soros have paid and weaponize organized protests which are getting people killed. The blood is on their hands!!

PastaPandaSimon

I'm at the outskirts of the company, and there are three concerning things about Microsoft I well pondered on that in the end made me sell my stock before the earnings: 1 Leadership change. Due to the changes in direction and signals coming from them in the brief time since they took charge, I have no faith in this new Leadership Team. 2 Broadly sweeping return to office that sees them reverse a hugely beneficial policy that leads them to actively bleed their best talent. Fyi, Microsoft benefitted massively from the Google and Apple RTOs, with their "work from anywhere" guarantees in place since 2020. Those are the people behind significant product and revenue improvements in the recent years at Microsoft. Even Edge got good as a good chunk of the Chrome and Safari teams moved to Microsoft as the Edge team was fully remote. Once new MS leadership took charge, the first order of operations was to start talking AI and cutting employment numbers, and so they announced a reversal and a RTO. This further eroded my trust in their new leadership. The weekly Team meetings now supposedly spend a chunk of time talking about departures of the most experienced folks who tend to have options, and who were the reasons why the last few years were wildly profitable for Microsoft. 3 Their disproportionate ties to the success of OpenAI, which does not have a viable path towards monetization that would pay them back for their massive investments. But the main red flag to me are the Leadership and direction changes away from what made them so much money. It's a common sentiment within Microsoft. The unpopular or risky decisions make me doubt that they remain as successful as they were, aka I doubt 2026 and 2027 are as good as 2025 was for them. And in the end, when making stock decisions, they are future-facing.

ValuableOven734

I'm familiar enough with MS's history. They have some good stuff and some of them are good money makers, but MS has never quite been at the front of creativity and pushing the envelope. MS is more about monopolizing things, but that is the name of the game.

ValuableOven734

So they have a few actually good hits? MS is generally a better second mover.

bluuuuurn

MS and Amazon don't have their own competitive models to use, so funding OpenAI helps power their own offerings--since they don't want to use Gemini for obvious reasons. Oracle? Fuck if I know, Sam Altman is amazing at convincing idiot executives that his company is worth it based on hopes and dreams...

MrBlack1111

MS growth is mostly OpenAI circular financing. Too much of dependency on OpenAI is making investors uncomfortable.

One-Peace55

Innovation isn't always about the pure parthenogenesis of an idea. Excel had the first intelligent recalculation engine. Windows 95 had the first task bar, searching and other features that every other OS inherited for the next three decades and counting. Active Directory which had already become industry standard by the time Azure was created, was the first user-directory management service to be integrated WITH the cloud provider (azure) thereby merging on-prem and cloud environments into one, as opposed to relying on networking hacks. AWS (the pioneer of the cloud) copied that from Microsoft later with AWS outposts. So "MS has never been that good at creativity and innovation" isn't actually true. And this is coming from a massive microsoft hater by the way.

tom-slacker

META is up 10% so no...........AI hopium is still around....just not with MS.

Dal-Thrax

The fun bit is you can have a discussion with AI about the future of MS’s AI investment. Realizing you’re doing this provides some perspective on the situation.

nicolas_06

how it’s more strategic than the 27% that MS has ? It did’t cost them far less 13B, but it now worth like 135B.

Craptcha

1. Azure growth is slowing because businesses are optimizing their « legacy » lift and shift infrastructures and leaning more on Microsoft 365 and SaaS applications. Also is an economic downturn large digital transformation projects are slowing down or getting axed - these fuel a lot of Azure consumption. 2. Exploding capex could mean datacenter infrastructure costs for AI are enormous and could grind margins or slow growth moving forward. 3. Doesn’t matter, any model that makes huge leaps is likely to get caught up quickly by others. MS is in a very privileged position because their AI sits « inside » your existing org security perimeter.

SpongEWorTHiebOb

EPS grew 24% year over year. Thats amazing for a company this large. I listened to the call and analysts were focused on the backlog being 45% Open AI. MS countered by saying that concentration is lower than all the other hyper scalers in regard to each of their largest customer. Another point mentioned is that Microsoft’s average duration for a customer contract is 2.5 years at this time but they have assigned a useful life of 6 years to the GPU servers. MS countered that they can’t meet demand at this time and that if some customers don’t renew they don’t see an issue with signing up new customers. The Azure growth slowed because the data centers and GPU servers take time to build and stack up and are in tight supply. They also have allocated GPU resources to other business segments (copilot 365, gaming and R&D) and that seems to have poorly received. I bought some more shares at $431 which equates to a TTM PE of 29. Multiple on fiscal year end 6-30–2026 estimated average earnings is only 25. It looks like a bargain. I always buy more when it slips below a 30 TTM PE. I think the analysts are getting very deep in the weeds on some of their concerns. I have another GTC order at a limit price of $385 and another larger one at $340. I have no issue going balls deep into the millionaire maker.

stanbright

On top of that, Microsoft has a bit chunk of business with EU governments, and Trump managed to persuade the EU gov that they should ditch US dependence. A lot of governments around Europe have put moving to Linux on the table. That will not happen overnight, of course, yet MS seems to be the biggest tech looser from Trump's "deals".

HotTruth999

MSFT is nothing more than an expensive China-lite thief of other companies’ innovation. They’ve just run out of shit to copy. What do I mean? MSDOS was copied from a 3rd party QDOS for 50k MS networking as copied from Novell The Microsoft mouse was copied from Xerox The GUI on Windows was copied from Xerox & Apple Excel was copied from Lotus 123 Exchange was copied from Lotus Notes Word was copied from WordPerfect iE was copied from Mosaic and Netscape Azure was copied from AWS Xbox was copied from Sony ps Etc etc etc They haven’t got a creative bone in their body. They have consistently used their position to try to put the competition out of business. Their lack of meaningful innovation is why they put billions into Open AI and that’s now blowing up in their face. This donkey is on a slow road into oblivion. Sell before the idiots on Wall Street work out they’ve been duped for decades.

ReasonableBrother448

Those datacenters will be needed come AI or not. Maybe they overgrow but in tech overdoing something is much better than underdoing. MS does not spend a whole lot of time in PE27 area.

ValuableOven734

MS has never been that good at creativity and innovation. What they are good at is being a cut throat second mover. They were not the first to make a spreadsheet or word processor, nor did they make the first GUI desktop. Did you remember how their name became big during the pandemic and their purchase of Skype was super clutch? Capitalism is about doing everything for the most profit and MS is good at that game.

unclefire

Like the old MS office thingy? lol

Battleneter

Zoom out, MS is largely flat over the last 5 days, and up 1% over 1 month, not much to see here.

superberr

Nah, markets drastically overvalued Microsoft and Azure. Everyone thought MS was going to be the next big thing in cloud computing eclipsing GCP and AWS not realizing that the company itself wasn’t the innovator, it was a lucky early investment in openAI. It worked as long as openAI was in the lead. But anyone with a bit of in-depth knowledge on how modern AI works knows these things: 1. It was invented at Google who gave the secret sauce away for free, not openAI or MS. OpenAI was first to market. 2. As a result, there was no moat for anyone. Everyone can throw compute+data at the general architecture and release models competitive with each other. 3. So now you see multiple models from Google, OpenAI, Anthropic, even Amazon and Chinese models all catching up. The top model benchmarks are so close it’s splitting hairs. Basically 1-4% difference between each other. 4. With no inherent model advantage, it is now a race to the bottom unless there’s a massive breakthrough: Who can provide these models the cheapest? 5. It’s now an operations and chip war, not a model innovation war. Achieving the best price to performance ratio balancing chips, power and cooling constraints is the next most. 6. Nvidia has the strongest chips but also the most expensive. Google and Amazon have far more efficient chips for serving most workloads. MS doesn’t really have a great chip of their own. So now they’re actually at the bottom of the AI race they once led. 7. Who can provide these best price/performance ratio 1-3 years from now? That’s the winner. IMO it’s not going to be one company, market share will be split between all of them, but I do feel MS is already too far behind to the point where they come out as the losers.

BellacosePlayer

Not bad. Azure was slightly under expectations and foreign governments are looking to pull out because of security concerns. Probably a wild overreaction, nobody's poised to take out MS in the markets they dominate, and I can guarantee most of the projects to move systems off of MS won't be done by the time 🥭 is gone

sortahere5

Imagine its all driven to the cloud. Now you have a dumb terminal that can be given any GUI that looks good. Software today is going to be affected by cloud computing being pushed hard, even if AI fails to impress. This industry is due for a shakeup and it won't be pretty. For all we know, MS envisions AI as the OS of the future but are relying on OpenAI and using that as a way to disguise the R&D costs. But LLM aint going to cut it and generative is meh.

jimsmisc

I use linux every day of my life and I agree that this is a bonkers take. Imagine telling a company of 10,000 people they're all switching to LibreOffice. It's pretty much MS Office '97.

Important_Agency07

I agree MS is my second biggest holding. Do I think it’s a massive reaction? Maybe a bit but I understand market reaction. It might not also just be earnings sell off broader market is taking a dive. Could be gov shutdown, dollar/yen, and other things.

gdkod

Well, first the companies will start with deflecting from MS365 to LibreOffice, Onlyoffice etc. Then they’ll move to Linux as OS, which is mature enough already.

LaughSwimming4518

And most people hate it... A common sentiment is that majority of users are overwhelmed with AI presence everywhere and getting sick of it. Not to mention concerns that AI is learning from what users create themselves with MS Office.

gdkod

With the current US diplomacy, more companies in the EU will deflect from MS to their alternatives. It’s going to be a fine day.

Important_Agency07

MS owns 49% of OpenAI and OpenAI makes 45% of MS RPO. Along with what you said. Do I think it warrants a 10% drop? Maybe not but again market seems isn’t convinced.

Important_Agency07

I’m just gonna copy paste what I wrote elsewhere on this thread. Some of it isn’t what you are asking but left it in there anyway 1. ⁠You mention tech world but don’t bring up the nuance of what Nvidia is offering and what MS is offering? There are only a handful of companies who can meaningfully buy GPUs because data centers are such a cap intensive operation or use it to develop models/products bc again very expensive. It makes sense that only handful of companies make Nvidia’s customer concentration and they are all fighting tooth and nail. MS offers compute. Any person with a laptop can host their stuff on Azure. The customer market is massive esp on commercial side. 2. Nvidia customers have the financial strength to follow through on their obligations. They are trillion dollar companies with billions in profit. OpenAI is not - it constantly needs funding and is trying its best to get away from MS. 3. OpenAI doesn’t have profit. Paying MS doesn’t mean it has profit. Not sure how you could possibly derive that? 4. MS owns 49% of OpenAI. OpenAI makes up 45% of MS RPO. I think I don’t need to explain why the market is concerned about that.

Important_Agency07

1. You mention tech world but don’t bring up the nuance of what Nvidia is offering and what MS is offering? There are only a handful of companies who can meaningfully buy GPUs because data centers are such a cap intensive operation or use it to develop models/products bc again very expensive. It makes sense that only handful of companies make Nvidia’s customer concentration and they are all fighting tooth and nail. MS offers compute. Any person with a laptop can host their stuff on Azure. The customer market is massive esp on commercial side. 2. Nvidia customers have the financial strength to follow through on their obligations. They are trillion dollar companies with billions in profit. OpenAI is not - it constantly needs funding and is trying its best to get away from MS. 3. OpenAI doesn’t have profit. Paying MS doesn’t mean it has profit. Not sure how you could possibly derive that? 4. MS owns 49% of OpenAI. OpenAI makes up 45% of MS RPO. I think I don’t need to explain why the market is concerned about that.

Fluffy_Charity_2732

You must not know shit about enterprise IT culture, huh?  MS is like a dead end marriage right now and we are all looking to safeguard our companies from their current roadmap of slop dogshit.

Important_Agency07

Revenue isn’t profit. Their spending on compute is insane and then having to compete with Google and Anthropic who is growing at a faster pace. Having a single customer who makes up half of your RPO is concerning. It shows high customer concentration and more importantly can OpenAI sustain that kind of spending years down the line? If they cut their capex it’s a huge hit to MS

Rootlevelprivileges

can somebody wakeup MS

carlos5577

Buying MS is like buying IBM back in the day. Might as well just buy spy thinking of safety.

Emotional_Goal9525

Pretty sure it is becase France announced that use of MS products is forbidden in public governance going forward based on national security worries. Whole Europe is probably gonna follow suite in relatively short timeframe.

rod_jammer

Not only are they shuttering a manufacturing line that has run successfully for nearly 15 years, producing their highest margin products in MS & MX....but they are planning on sinking $20B of capital spending into yet unproven/unprofitable products that generate no revenue. Elon is a genius...BUY!

JE163

Old news. They were moving away from MS office for something open source iirc

No_Koala9474

Azure my guy. Trying to get AI compute quota from Azure is brutal right now. Microsoft’s own products like copilot are trash but demand for back end ai compute for non MS applications is strong.

Haikoe

MS is the long term play tho, retardless of AI. As a cloudprovider it’s going to be yuge

ClueLessWits

Investors are realizing MS isn't really making proper use of AI. It's such a shit company. There are better options for growth.

gatovision

I wanna see it go down hard this time. First if true it needs to be delisted from SPY SP500 committee is guilty of fraud just like when they added SMCI and cooked shorts even though they were right. They knew about all these short seller reports. Citi, MS, Piper, JPM, UBS, Wedbush, Cramer, CNBC, etc, all guilty and probably paid off on this pump. Hope it turns into this generations Enron.

ashdrewness

MS is notorious for downgrading a stock so it tanks then you see they invested heavily during the dip.

LordFaquaad

Genuinely asking why pick PayPal over Visa, MS or any other financial instition?

Eastern-Joke-7537

My online broker was like… no no no can’t buy electronically. They gave me an official sounding number to call. So, no UUP callz for ME!!! So I bought Teh UDN Putzzz!!! I am calling my bank teller in Oxford MS to tell J POW to put the rolls of nickels in Da Bag!!! 😂 Run on rolls of nickels should be bullish for the dollar!!!

AfterDarkAsset

I am worried about US losing out on all these trade deals that EU, Canada, India, Mercusor and China are making with each other and smaller nations. I am also very very worried about EU, and other countries, moving away from US tech reliance. Indian government for example has already started adopting Zoho - 1 million+ govt employees moved over their MS office accounts and emails to Zoho. EU is also talking about building sovereign cloud instead of buying their compute power from AMZN, GOOG or MSFT. None of this bodes well for American companies and S&P.

cblguy82

I’d say reversion back to the big cloud companies now. They will scoop up capacity cheap and reduce their operating costs; AWS, MS, Google Cloud etc…

orsomeshitidk

Maybe we’ll get MS Paint level photoshopped tattoo pictures again like the old days

Happy_Discussion_536

For financials JPM, V, AXP, MS are amazing buys. BRK is on firesale. u/chainer3000

_ii_

Given a large enough budget it’s not hard to build a chip that is better than another chip in one of the many dimensions. It’s proven again and again by startups and deep pocketed companies alike. Getting mass adoption is quite another story. Google has been investing in its TPU for a decade with its top tier software and data center talents. Microsoft, doesn’t matter how you slice it, is not catching up to Google anytime soon with its second tier talents. Nvidia is in another league, so no comparison. Sorry if you work for MS, but you’re just not the cream of the crop and you know it.

snakesign

**Members of Congress With the Best Performance in 2025** Rep. Warren Davidson (R-OH): 78.8% Rep. Donald Norcross (D-NJ): 70.8% Rep. Terri Sewell (D-AL): 67.9% Rep. Bryan Steil (R-WI): 62.5% Sen. Alex Padilla (D-CA): 61.7% Rep. Nick LaLota (R-NY): 61.6% Sen. Rick Scott (R-FL): 54.8% Rep. Michael Guest (R-MS): 52.5% Rep. Tom McClintock (R-CA): 50% Rep. Dwight Evans (D-PA): 41.9% https://www.fool.com/research/congressional-stock-trading-who-trades-and-makes-the-most/ Six republicans, four democrats.

snakesign

You can do waaaaay better than Nancy: **Members of Congress With the Best Performance in 2025** Rep. Warren Davidson (R-OH): 78.8% Rep. Donald Norcross (D-NJ): 70.8% Rep. Terri Sewell (D-AL): 67.9% Rep. Bryan Steil (R-WI): 62.5% Sen. Alex Padilla (D-CA): 61.7% Rep. Nick LaLota (R-NY): 61.6% Sen. Rick Scott (R-FL): 54.8% Rep. Michael Guest (R-MS): 52.5% Rep. Tom McClintock (R-CA): 50% Rep. Dwight Evans (D-PA): 41.9% https://www.fool.com/research/congressional-stock-trading-who-trades-and-makes-the-most/ Six republicans, four democrats.

nemethv

Growing alternatives takes a long time. If you look at US big tech, they aren't new companies, even Meta is like 20yo now give or take, Apple is significantly older, so is MS etc. And that's under one unified legislative umbrella, not twenty-odd countries' in a generic environment that supports growth. There's a good reason why Europeans haven't managed to create worthy competitors. The total pop of EU may be similar to that of the USA but sourcing talent across it is difficult and legislation stifles this sort of growth.

JanetYellenNudes

There are autistic children right now that can land a jumbo jet on the top of your micropenis in MS flight simulator

spsteve

To be fair, I think that's just an easy well known target he referenced. I doubt it was meant specifically as OpenAI.. they just caught the stray because their the big name (and tied to MS)

adminup

Ya, that's why I just searched for more info. Here's MS's blog on it with some links. [https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/](https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/)

The_Hosp75

I agree. I am a Conservative and am not in favor of this. Nor am I in favor of sending National Guard to OTHER states. I know TX/AL/MS/FL/OK/AR would not like a Guard from say…Oregon or New York.

NSR33

Same! Loaded up on $JPM and $MS Friday. Misery loves company. But not worried yet. We’ve had worse on a weekend and it turned green. Fed meeting this week should be interesting

Independent-Tree-985

How red is the reddest color in MS paint?

C_B_Doyle

Come on dude, give JD a chance. 

Plan-B-Rip-and-Tear

I lived through this and owned MS stock in the early 2000’s. The answer is yes. After a few years of holding you generally capitulate and chase something else. My advice in what we are going through now if you are young, is diversify across the AI/tech space. Don’t go try and pick winners and losers right now. Some of these companies will go bankrupt, some will fizzle along and never amount to much, some will be extremely promising but will be bought out by a much larger company and you won’t see the payoff as an investor (you’ll get your 5-20% premium and that’s it). And a small handful of these companies will be 500x+ 25 years from now but it might be a decade before you get any return at all because their P/E’s are already factoring 5-10 years of exponential growth. And in the mean time, the reckoning will come at some point and it will drag the entire space and the broader market down just as the dot-com bubble. I wish 25-30 years ago, i had taken 20k and invested in 40+ dot-com companies instead of trying to pick 2-4.

Exact_Restaurant_478

Non-profit OpenAI owns Profit OAIG, which is owned by MS. How is that not trading, owning, valuating? OK, the facade stays, if you need it ;)

DoctorDabadedoo

Having spent some time at MS, if slop, poor marketing and corporate bs are not your thing, you have no business to be there.

fomoandyoloandnogrow

Bulls after the close today [will be like](https://youtu.be/MS8OawQegYE?si=-0FaTKK-BacnAUYV)

Several_Vanilla8916

I’m not sure why I’m supposed to listen to this guy. Because he dared to dream “what if MS Access….but online?”

mb-7777

Because you are watching CNN, MS... and network news. That is why you cannot understand how it's possible.

psychohistorian8

they'll probably get bought out by Epic or MS

notseelen

you know, I feel like that's starting to change a little  I work in tech startups, and most people work from macs now. our actual server boxes are Linux, and 90% of the servers I work on run Linux (10% use windows), and I'm talking about 1,000s of servers Windows is slipping in the enterprise arena. We do use Teams over Slack, but only because Slack is expensive. MS Office will always be huge, I'm not saying people are totally abandoning them, just that there is now competition  People aren't super happy with Windows 11, and as enterprise Windows, while still dominant, feels like it's losing its monopoly, I do think Microsoft needs to come up with some big ideas soon

Exact_Restaurant_478

I am not saying it's good or bad news. Just observation. And to a degree I would agree MS is not doing things well. Just well enough. And yet they've been there with the richest companies since forerver. They do not really compete anymore, they outbuy.

whee_exceeding_whoo

The do not disturb button on MS Teams is a wonderful thing.

Standard-Physics2222

Wonderful take and let me give a real-world example. I was hired as a clinical consultant to assist with an AI electronic medical record platform that specialized in oncology/cancer treatments. The company rushed thru everything and forced a go-live trial at a large oncology practice that had multiple satellite campuses. The practice had been still using MS-DOS systems to run everything, in 2023.... So, in the rush to modernize, they went with what they thought was the latest and greatest software. The problem was that our AI platform couldn't even simulate or perform a fax correctly, and the whole thing fell apart within 6 months It was one of the worst experiences in my career all because a bunch of executives preyed on desperate clients trying to "catch up" with technology

AntoniaFauci

If M&A is your thesis, JPM isn’t really an M&A powerhouse. Large scale, that’s MS and GS. But if you’re feeling sporty, the leader in the underserved small & medium M&A sector is BRCC. That stock is about 80% off peak due to a delisting scare, but they just confirmed compliance as of yesterday. Could be a lot more coiled spring action than in MS/GS.

ultrachem

I still use MS Office 97

Boheed

honestly it was a major warning sign that memes scribbled in MS Paint remained funnier than memes generated with AI

fak3g0d

I'm switching to linux. MS wont have shit on me then

Dizzy_Maybe8225

If you guys noticed MS guy is a FOMO guy, buys when Bitcoin goes up, and when he buys it still goes up. Then the next day or two, the bitcoin is down 5 to 10%

Affectionate_Ice9078

There’s a difference between great technology and great product. Microsoft have been burned before, they went big on “Internet of Things” previously and despite good technology it never resonated with customers and they lost millions. AI is facing the same challenge, customers are just not connecting with it, in fact, there is deep distrust of AI and of technology generally. Given MS’s investments in AI, if it doesn’t translate into revenue then Satya will be in trouble. I would imagine revenue forecasts are already showing that!

Im_Still_Here12

>I use Copilot on MS Teams almost daily at work to generate code, excel formulas You can already do all of this by using Google. I’ve taught myself multiple programming languages over the years (Pearl, Python, Java) with a good book and simple Google searching. Now I agree it, it can reformat text to make it look prettier. I guess that is fine for people that aren’t good at writing. But if all AI can do is regurgitate solutions to already known problems (e.g. Do I have to declare a variable in python before assigning a value?), it’s really in big trouble. Corporations won’t keep paying for that.

sortahere5

While you can use Azure without AI, MS is baking AI into it as much as possible.

DrippyTheSnailBoy

> MS has nothing to grow. I can't tell if you're being deliberately obtuse or just forgetting about Azure.