Reddit Posts
Morgan Stanley Self-Directed Brokerage Account for Amex Platinum
Top stocks hitting 52-Week Highs/Lows - July 15, 2026 π π
Top stocks hitting 52-Week Highs/Lows - July 14, 2026 π π
SqueezeFinder - July 8th 2026
Which stock do you think has the coolest logo?
Bumble shares surge 18% as dating app explores sale
I think I did something stupid - Sold Amazon and MS and invested in SPCX
Just in case you were curious about what MorningStar had to say about SPCXβ¦π€‘
SqueezeFinder - June 16th 2026
Top stocks hitting 52-Week Highs/Lows - June 5, 2026 π π
Top stocks hitting 52-Week Highs/Lows - June 4, 2026 π π
SqueezeFinder - June 4th 2026
Woke up from coma after a year... Can't believe my eyes. What can I still buy??
$500 to $5mil Project - NKE $50C Jul17 + ABT $100C Jul17 - Full DDs
Top stocks hitting 52-Week Highs/Lows - May 28, 2026 π π
Top stocks hitting 52-Week Highs/Lows - May 21, 2026 π π
Top stocks hitting 52-Week Highs/Lows - May 20, 2026 π π
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Used to have access to MS Research before leaving it, but miss it. Any ways to get access or see reports from it (paid?)
SqueezeFinder - April 15th 2026
I built a multi-agent AI system that produces institutional-grade stock research reports in 10 minutes
Name softwares companies are likely to be near short term bottom and sharing oberservations
Big bank earnings are coming up and prediction markets look pretty bullish on the group
Industries affected by Strait of Hormoz disruption according to MS research
HYDROGRAPH (HGRAF): MILITARY POTENTIAL QUANTIFIED
An Exodus of Money Endangers Wall Streetβs Private-Credit Craze
Morgan Stanley restricts redemptions at private credit fund after withdrawals surge
When you see one cockroach, there are probably more
MRMD: Earnings Report 3/11/2026
GS ans MS upgraded $RUN, while many others have downgraded it significantly. Whatβs the verdict on it?
AI Company Motes Are Not As Large as Some People Think
Institutional Recalibration: Analyzing the Recent Amazon (AMZN) Price Target Adjustments.
MS: Morgan Stanley Q4 Earnings Call - Live Transcript on WallStreetBets
S&P 500 | Earnings Lookahead (Jan 2026)
Morgan Stanley reports earnings 1/15. Here's my strategy:
Thoughts on Nutanix? $NTNX
Anyone following Nutanix?
NGENF and Broken Trading Rules
See NMR / MFG if you want to benefit from increased yen interest rate and more
Top Oversold/Overbought Stocks - December 11, 2025 π
JPM, Citi & MS all hit by vendor cyberattack || Data exposure may include loan files & internal docs
MSFT and NVDA to invest in Anthropic as Claude maker commits $30 billion to Azure
Of the NASDAQ 100 components, 37 are down >20% from their 12-mth peak. Is 10-15% correction fair to expect? JP, MS CEOs say, Yes!
$CLYM - Most undervalued biotech (not hyperbole)
Plus therapeutics - PSTV - things are moving fast.
DD: FCEL may 50x. They have a secret AI power supply project no one is talking about
Wall street Q3 earnings season kicks off this week β«
CABA - Keep your eye on this one!!!
$ADAP DD bullish
Why are the top US banks so overvalued in just a year?
Another DD into IMUX and a look at its presentation from a day ago as well as the stunning phase 2 data and significant catalyst expected by end of 2025 (regulatory meeting for end of phase 2 / beginning of phase 3) Non AI thesis
π FBLG β This Little Biotech Could Print TENDIES π
OpenAI, fries in bag, & private surveillance state
Any good stuff on stockwits or reddit ?
Top stocks hitting 52-Week Highs/Lows - September 9, 2025 π π
A deeper analysis of IMUX institutional data (lots of specialised biotech institutional accumulation) and short term catalysts and why im bullish on it short term. Non AI thesis. September 24-26th is key to this thesis.
Excitement & Awareness
Alphabet, Apple shares pop after judge rules that Google gets to keep Chrome
Marjorie Taylor Greene's Buying Spree: Smart Money or Inside Information?
Top stocks hitting 52-Week Highs/Lows - September 1, 2025 π π
Top stocks hitting 52-Week Highs/Lows - August 29, 2025 π π
Top stocks hitting 52-Week Highs/Lows - August 28, 2025 π π
Top stocks hitting 52-Week Highs/Lows - August 27, 2025 π π
Researchers uncover new cannabis compounds
Update: Introducing the stock that youβve never heard of that will make me a millionaire
Update: Introducing the stock that youβve never heard of that will make me a millionaire
Update: Introducing the stock that youβve never heard of that will make me a millionaire
Jane Street's stock price rises after acquiring 5.4% stake in CoreWeave
Top stocks hitting 52-Week Highs/Lows - August 13, 2025 π π
Oral Beats Needles: Why QNΠ’Mβs Formulation Choice Matters
π¨$FIGMA = $LIGMA BALLZ β SHORT THIS DESIGNER CLOWN SHOW INTO THE DIRTπ¨
Big news in biotech, and why it matters
Market Underestimates De-Risked Neuroprotective Asset
Golden Cross and Breakout Confirm QNTM as a Strong Buy Right Now
Mentions
Only issue MBAs to people who can pass either a MFA or a MS.
That MS CEO should free up cash to get some hair!
just like that MS lowered 10 cents on thier bids for overnights
i'm certain that a lot of people who bought puts on SPCX expecting it to plummet instantly with all these unlocked shares don't realize they are betting against GS, MS, BoA, Citiground, JPM, Barclays, Deutsche Bank, RBC Capital, UBS, and Wells Fargo. These banks have had ages to prepare their order books, reaching out to clients, and allocating accordingly.
Puts on NTRA, earnings PM. Competitor BLLN earnings yesterday: the increase in test volume was driven by higher volumes of our prenatal tests primarily as a result of our expansion of our sales force for our prenatal products. So they must be grabbing MS from Natera. BLLN also dropping significantly due to poor guidance.
Why not simply call MS and ask to get the real answer rather than hope someone here gives you the correct information?Β
Analysts at major firms post their ratings and price targets every few months. Could be JPM, BAC, MS, Bernsteins, among others. Analyst ratings mean little generally. Maybe gives you a vague idea of the company outlook. But the way Robinhood presents it, itβs useless. Those ratings could be a year old and irrelevant. StockAnalysis.com does a better job presenting the info. Gives the average analyst estimates for revenue/earnings/free cash flow in the coming quarters/years. Thatβs whatβs most useful. Also the specific analyst, price targets, and dates posted.
I can't firebird METAai cause AAPL is so butt hurt that I don't like GS MS C TSLA BRK LB NM ET AL. I LIKE AU π¬πππΏπ½π€πΏπ€πΏπ€πΏπ€πΏπ€‘π«‘π€£
Google's problem is that they have too many famous researchers. Some bum leaves MS or Amazon and nobody cares.
SORRY... I am a Economic BS and a MS in Applied STATISTICAL Analysis degree holder from that school.
Quantum BioPharma Ltd. (QNTM) Quantum BioPharma è microcap distressed ($18M) con Lucid-MS Phase 2 in FDA clinical hold da maggio 2026. Cassa $9.8M copre solo fino a luglio 2027. Debiti pagati con emissione azi⦠Fair value $1.8 vs $3.0 oggi: -42% downside teorico? DD completa, indipendente, al link: https://www.dianalitics.com/companies/QNTM Info only, non e consulenza finanziaria.
MSFT is a truly garbage company with a shitty product. Recently, I installed and have been using LibreOffice due to crashes with MS Office. Omg... amazing, not a single crash or stutter with LibreOffice. Cancelling all the subscriptions with shitty Microsoft. And also buying puts on this shit.
$100 million fee just for MS ! Of course they are going to pump it.
MS still has the base price at 300, and the bull as 600 π€£
Eaton Vance has run these types of funds for years and they were acquired by Morgan Stanley and probably still do offer them under the MS banner. Something to check out. In my experience these funds try to mimic an index so you wouldnβt be in a mix with a bunch of investors all with the same stock. In that sense investors with piles of out of favor stocks are easily welcomed but they may already have enough NVDA, for example, so youβd have to wait for a slot to open up in a later fund. Once youβre in you wait seven years and then at the end you walk away with a basket of stocks from the fund. You donβt get to pick, and itβs not a slice of all the stocks in the fund, itβs not like you walk away with a direct index at that point. Think along the lines of 30-50 stocks from the fund and each of those positions will have its own gain/loss to deal with after the fund ends. These days advisors will suggest long/short direct indexing as a faster more tax efficient (but not lower cost) method of melting a concentrated position. Take a look at that as an alternative. It uses long and short options to always be generating small losses to counterbalance the gain and whittle the position down over time.
Donβt knock Amazon either. AWS has that shit absolutely on lock with a backlog is fatter than most S&P 500 companies market caps. That being said, I think MS Google and Amazon are all going to do phenomenally in the space. If there is anything to short in the AI space itβs oracle and meta.
MS and Google gonna be the only survivors of AI
Someone just opened MS word and wrote βdeal outlineβ and nothing else.
If you look at the weekly for MS, it seems the run-up might quickly fade. Look at how little news it took to dump a few weeks back. My take is that the current market is trying to shake off some puts before dumping VERY hard.
Ahh ok, I do have a MS put for early Sept and currently it's very red, let's see how it goes
Analysts are typically morons that try to justify forward guidance (and their pay) based on the past. HBM is not a stick of RAM. Chip cycles are no longer based on when MS releases a new version of Windows. Enterprise NAND is not an SD card for your DSLR. Will the AI buildout slow? Yes, but that is likely to not happen until the 2030's Have a look at Nvidia's roadmap. Enjoy the volatility along the way, it's nice to make money going both ways.
Nope sorry ms copilot is dog shit. The only reason this is purchased is because it was only sold as yearly subscription. People made the mistake once but few smart companies will ever use it again. MS products outside of cloud and windows are dead. PPT, word, excel are all products that haven't improved in 10+ years and everything else is moving fast.
Thatβs not true at my investment bank with offices in Berlin (one of GS/MS/JPM). No masters required for associate promo. You just have a reductive mindset. Btw the Gaga quote doesnβt apply. This guyβs fund return 400% annualized net of fees through June before it blew up. And not because he got lucky but because he wrote a thesis about how the AI sector would play out and then was proven right. The only fault here was shitty risk management. Doesnβt mean he is a stupid guy who did not deserve to run a fund of that size / caliber
Holy shit, MS is up 17% today. WTH happened?
They fear open weight models. So far, its going exactly how im predicting. If my thesis holds water, which it does, anthropic wont be far behind openai here. "I will build it myself or I will buy it" This right here is exactly what im banking on. Google's and Microsoft's offerings with the cloud platform and Azure will 100% benefit from this and thats why im investing heavily on them. Microsoft already during ER talked about the importance of model choice, and made mention of Open Weight models being that, and address "Security Concerns" of Chinese models. I fully expect Google and Microsoft to build out integrations that make deploying OW models a breeze. And push OW/Chinese models and/or their own fine tunes of said models that seemlessly connect it to the rest of their systems. Microsoft : Azure, MS Ads, Bing, M365, Co-pilot, Github, etc. Google: G-Ads, G4a, Search Console, Google Workspace, G-Colab, G Cloud Platform, Google's own Gemma Models - not Geminai, etc. Open models can already do this, you just need to build the tools for it. But imagine if the company itself does it? OpenAI sees the writing on the wall. Anthropic will lower cost as well because they also see the writing on the wall. Pay for either Googles or Microsoft Cloud GPU's, and provide your own model / tuned llm, or use one of theirs or connect one, and done. Goodbye all token cost concerns. Why ever pay OpenAI or Anthropic when you got unlimited already integrating Models for enterprise ready and without being limited on token cost? For those who wanna keep on prem and build themselves, you can offload compute to Amazon, Google, or Microsoft cloud gpus, and keep models primarily local with again, zero limits. OpenAI and Anthropic will rapidly lose any moat they have today. Microsoft noticed this.
This is a classic example of founder led vs manager led. Larry Page was quoted saying he rather see Google go bankrupt than losing the AI race. Itβs that important to him and he has the inference and voting power to do it. Bill Gates is too busy hiding from news about his island vacation to care about MS and the community running MS canβt and wonβt make decisions that may affect their paycheck next quarter.
Simply being a hyperscaler doesnβt guarantee winning in AI. MS have really struggled with copilot and theres no end in sight. Dont get me wrong their business is strong but will they lead in AI is still a big question. On the other hand google does a good job with gemini.
If MS did this well, and Google too... Amazon will crush it. As you might tell I'm covered in sticky hopium
Satya says: βJust wrapped our earnings call. It was a very strong close to what was a record fiscal year for Microsoft. Β· Annual revenue: $331B, +18% Β· MS Cloud: $214B, + 27% Β· And Azure: $100B, +41% And even bigger opportunity ahead!β
I thought MS paused revenue sharing?
The company i work for has largest m365 copilot adoption rate in the world (based on the information ive heard). Everyone uses it. They achieved this through blocking clipboard operations to alternatives, and pushed mandatory training. Additionally, its RAG capability across the MS software suite is quite good. It being able to access OneNote, Outlook, Teams, Sharepoint etc is quite good and helps speed up day to day operations
I kinda wonder if indexes work *against* MS these days
Does it even fucking matter what MS, META and ARM say? Fucking aye.
tomorrow gonna be worse off of these MS earnings
I'm in long, but every time I use MS products I'm amazed at how shit they are.
AI will replace or reduce SAAS. Thereβs one Iβve seen a couple of times in YT who says that we should be able to vibe code a replacement for MS productivity suite.
Hereβs what you do. Get a pencil and notebook. Log it all in careful detail. Connect the dots. Be the war and geopolitical expert you were born to be. It doesnt matter if your background is in MS Excel. Get it all neatly prepared then come back here and shove the notebook up your ass.
I would make a distinction between portfolio level data and security level. Iβm not using MS for security becauseβ¦no one has good research for the public. Those are protected IP for buy sides. I use it to track and monitor my portfolio risks and MS does a good job since fund data is their bread and butter. Things I get out of it \- my major risk metrics: stock/bond/cash mix, country and region mix, sector mix \- fund look through capabilities: etf and funds are broken into individual securities \- weights after look through: things like βyou hold 3% in NVDA through all your funds combinedβ
He happens to be correct but his timing was off... The AI crash is going to hit hard as people are in open revolt over Mass Surveillance centers already. Its coming as towns realize they will be expected to support the MS Centers power and water needs...
bro up 1.3% on MS is like 20% for TSLA. LOL.
Morgan Stanleyβs bullish rating is the kiss of deathΒ Do NOT forget that MS was pumping NIO 2021 with 70$ price target for a long, long time.Β
I think MS will be the first to back off on projected capex, and will be justly rewarded for doing so.
The funny thing isβ¦Apple has dropped the ball in so many instances. I really want to see apple start kicking some serious ass, I just hope they donβt turn into another MS/.Google
whoops, sorry guys, i just bought MS puts
I think it will dive straight to 370 after earning. Google cam afford negative fcf, MS cant
Most Hated Trades SNDK, MU, WDC,STX. Wall St anxious on investment - I think these companies will keep beating for 10 years till every corp knows exactly who they hire in mins - instead of one NVDA we will hv 10 - MS will see competition in MS Office and Google already afraid of OpenAi - META is losing sleep there will be 300 AI ad companies and only 4 storage and memory companies. Β US will not permit any Chinese components- and AI should be away fm govt hands to prevent propaganda and misuse!Β
Short meta. Maybe straddle MS, not sure they've spent as crazily and or have more demand than meta and xai
MS has to cut more jobs for co-pilot.
The prompt was, "replace the text with XXXX and make it look like someone did it on MS Paint"
As others have said, it's already happening. France announced their whole public administration needs to stop using US software, this will force big private companies that work with the government to support whatever software it's using. This in turn will whole France to abandon MS Office, same thing is already happening in Germany and other countries. In a few years, after most of the migration is done and proven safe, someone will propose a EU regulation to abandon all non-EU software and in around 5 years from now the shift will be complete. All of that will generate significant resources will be allocated to develop Open Source alternatives and local cloud providers are dying to replace AWS and Azure. Europe has way more and way more talented software engineers, until now it's just the US had better PR and a myth of being great. Now everyone sees Emperor has no clothes, veil has been lifted. US is fucked but Europe will be just fine.
https://www.reddit.com/r/wallstreetbets/s/MS3lZPfZxi Note to self, if you are going to troll wsb make it obvious. People here legit get mad I actually got dms over this lmao. S tier bait though
# 1. The Misunderstanding of Object-Oriented Programming (OOP) * **A Naming Regret:** Kay notes that he coined the term "Object-Oriented," but clarifies he did not have languages like C++ or Java in mind. He believes the term was a mistake and that it should have been called "Process-Oriented" or "Message-Oriented." * **Focus on the "In-Between":** The industry became obsessed with the internal structure of objects (the nouns and verbs). Kay argues the focus should be on the *messages* passed between them (the spaces in-between). * **Objects as Virtual Servers:** An object shouldn't just be a data structure; it should act as a "universal simulator" or a completely encapsulated computer. Every object should ideally have something akin to its own IP address or URL. # 2. Biology as the Ultimate Metaphor for Scaling * **Scaling a Doghouse vs. Growing a System:** Kay uses the analogy that you cannot simply scale up a doghouse to build a cathedralβthe engineering principles break down. Similarly, traditional software construction methods do not scale well. * **The Cellular Model:** He points to molecular biology, noting that a biological system (like a baby growing from 50 cell divisions) scales by a factor of trillions. Cells work together by communicating through membranes that keep the interior separate, never directly sharing their DNA. * **Growing, Not Constructing:** He argues that we must transition from *constructing* software (like building a Boeing 747, which cannot grow) to *growing* it (like a living organism that doesn't need to be taken offline for maintenance). # 3. The ARPANET/Internet Success Story * **A System That Never Stops:** Kay highlights ARPANET (the precursor to the Internet) as the model for future software. It expanded by eight orders of magnitude, replaced every single physical atom and line of original code, and never once had to be taken offline. * **Applying the Macro to the Micro:** He stresses that the architectural metaphor of the Internet is exactly how we need to approach what we currently consider "smaller" programming tasks. Treating programs as "small" is precisely why modern software becomes so bloated and unmanageable. # 4. Critiques of Modern Tech (HTML and Browsers) * **The "Dark Ages" of Data Abstraction:** Kay heavily criticizes the path the internet took with HTML. He views the idea that a "browser" must natively understand rigid file formats as a massive step backwardβcalling it "one of the worst ideas since MS-DOS." * **Dynamic Negotiation:** Instead of rigid standards and browser wars, Kay envisions a system where objects over a network can dynamically *discover* and *negotiate* what each other can do by prodding and poking one another, rather than relying on brittle interop layers like CORBA. # 5. Meta-Systems and the Evolution of Ideas * **The Importance of Reflection:** He praises LISP and meta-reflection as the "Maxwell's Equations of software." A system without a meta-system is fundamentally handicapped in its ability to adapt and cope with complex, changing environments. * **Obsoleting Your Own Work:** Kay notes that Smalltalk was originally great at making previous versions of itself obsolete. He urges the audience not to let current, incomplete knowledge become a "religion" and leaves them with the advice to "Play it grand"βto aim for revolutionary leaps rather than settling for incremental tooling.
first of all it's ridiculous to define Android as a market (you might as well declare PlayStation and Xbox each as their own markets and then demand them to allow non-Nintendo and non-MS games to be available) secondly, even if you ignore the first point, you absolutely can sideload any alternative app store onto android, there are like over 10 major android app stores in China for example
Donnie already had a handshake deal with black rock, JPM, MS, and GS to prop up SPX and keep crude low before he escalated Iran Now he can do or say whatever he wants without any worry about what happened back in March happening again
>Morgan Stanley (MS.N), opens new tab has limited redemptions again at its $7 billion flagship private credit fund after investors sought to withdraw almost β11.6% of units outstanding, a regulatory filing showed on Tuesday. https://www.reuters.com/legal/transactional/morgan-stanley-restricts-redemptions-private-credit-fund-after-withdrawals-surge-2026-06-23
Thatβs just not trueβ¦. I work with quite a few large corporations and non of them use Zoom. I operate 3 businesses and between myself, my partners/agencies and the customers we work with you are either migrated to tools in large ecosystems (is MS) or the mid to smaller players are with Google (or similar). I donβt see much of a reason for ZM to exist let alone thrive.
No. You're assuming Meta can't compete. I'm not. I said they could sell cloud B2B. They can. I said MS, Google, Amazon are beasts (they are) and that Meta would be COMPETING MORE Coreweave, Nebius, Oracle. They would. You understand what that means? They compete with BOTH, but more directly with some. Truth is we really don't know. Zuck basically made one off handed comment. Time will tell.
Are you going to ride your bicycle today? [https://www.youtube.com/watch?v=xt0V0\_1MS0Q&list=RDxt0V0\_1MS0Q&start\_radio=1](https://www.youtube.com/watch?v=xt0V0_1MS0Q&list=RDxt0V0_1MS0Q&start_radio=1)
You can argue that but thereβs a reason the world runs on MS office and not Libre Office
he made this using MS Paint while eating a Snackwells fat free cookie (an episode of Ally McBeal played in the background)
Meta doesn't need all the Capex for their own AI needs for ads. It've overbuilt unless there is some other thing he's building or counting on he hasn't discussed. MS, Google, Amazon all make money B2B selling cloud. Meta could do the same. When Zuck said maybe they would, their stock popped, and some of the Nebius, Coreweave dropped, Meta top AI model is about 7% less on total performance score to the new leader KIMII K3, and a fraction of the price of KIMI K3. It doesn't get consumer attention like Chatgpt, but can probably find some traction B2B. Making money on AI isn't about the best frontier model. There are varying models at varying price points for all kinds of tasks, use cases. Distribution, price, brand, bundling, performance will all be part of the mix, not just performance.
Over $6k of fees. Got it. MS calls.
The NVDA partnership with NOK is a bigger deal than investors think. NOK will be the break out story next week! Way oversold and consolidated nicely. Naysayers working overtime to contain $NOK this time with all the AWS/AMZN, GOOG, MSFT and especially NVDA developments $NOK is positioned for an upside breakout. Not gonna be surprised at a run past 15 going into earnings. Insiders bought large blocks at 15+ recently! I like $MU $NVDA $MSFT $INFQ $MS and of course $NOK TODAY!!!!!!!
https://preview.redd.it/qq6dgam0audh1.jpeg?width=3608&format=pjpg&auto=webp&s=1b60cd9fd928d0612e3fb9aeda7a08a0bd7ab364 Drew it in MS paint since the AI bubble is now over.
NOK will be the break out story next week! Way oversold and consolidated nicely. Naysayers working overtime to contain $NOK this time with all the AWS/AMZN, GOOG, MSFT and especially NVDA developments $NOK is positioned for an upside breakout. Not gonna be surprised at a run past 15 going into earnings. Insiders bought large blocks at 15+ recently! I like $MU $NVDA $MSFT $INFQ $MS and of course $NOK TODAY!!!!!!!
Yup, upgrading to windows 11 bricked my perfectly fine HP laptop and I was done right there. Bought a Neo before the price hike and pretty happy with it. Does everything I need and with none of the start menu bullshit and forced ads that MS was pushing.
i just grab the data and quotes directly through my brokerage for bonds and credit default swaps. The big banks like GS, MS, BoA, and Chase investment research desks will also put out reports from time to time, but for real-time monitoring that isn't prohibitively expensive like dealogic, gotta pull the info yourself.
And Nvidia isn't in the MS Index btw
It strikes me as extra dumb, especially since MS has done real research and showed that it works great if you just put them underwater: https://news.microsoft.com/source/features/sustainability/project-natick-underwater-datacenter/ And they were getting *fewer* component failures within the sealed containers.
You literally couldn't use anthing as effectively if your using MS based tools its that simple. I use copilot for officey stuff. For coding vscode, copilot plus whatever model I choose. Most people aren't codey they are doing boring admin stuff.
Bro, I think MSFT is literally one of the top 5 companies in the world, but look at it. Down over 20% YTD and like 25-30% from last year's ATH's. Literally everyone has used a windows computer. Everyone has used MS office. Everyone uses websites hosted on Azure. They're literally growing their revenue by double digits which is insane for a mature established company. They have 100's of billions of backlogged Azure demand. And yet they're down that badly. I believe in MSFT. I just don't want to get my ass pounded if they're due for another 10% fall because the market is unhappy with them.
Excel is a darling compared to the retardness eternal: MS Teams.
All in Nvda looking for at least 217 tmr nice upgrade from MS
MS already pumped before earnings but I gambled on that shit anyways, fuck it
Another half million bet locked and loaded for BLK\\MS tomorrow after a quick 25 grand today from JPM/GS
Too poor for ASML calls so I got LRCX calls and MS calls
I guess should surprise me that copilot is good at navigating MS office Too bad it canβt edit excel sheets (or couldnβt last time I used it) For practical work, Claude is capable of building an ISO compliant quality system from the ground up. Copilot canβt even fact check Claudeβs work on that
I like em too, but usually seem to dip then rally in back half of their earnings week. Close your CCs if they dip. Also, why no MS?
Using HOOD calls to play MS earnings is peak WSB logic. I'm in.
\>Trump will address the nation at 9PM ET on Thursday. MS NOW reports the speech is expected to focus on newly declassified intelligence related to foreign interference in the 2020 election. Lmao
Isnβt everyone oconus looking to dump MS. Saw some articles on that.
I'm an Azure SME, cloud/MS is going nowhere I'm not saying that at all, but other non infra software companies or products will be vibe coded. My comments are not towards MS.
My biggest concern with MS right now is that their numbers are being propped up by OpenAI absolutely burning money to rent servers from them. If OpenAI loses the race to profitable AI (and if certainly looks like they are) then where does that leave MSFT? Now you could make the argument that whoever wins the AI race, like Anthropic, could just snap up the extra datacenter capacity from MS. But it's really a big risk, and MSFT could end up holding some mighty big bags on capital expenditures if things go tits up over at OpenAI.
Worth buying a straddle on MS for JPM movement splash back?
Windows/Steam has 50% more users than Playstation. This probably doesn't equate to more money for Microsoft but Windows is quite popular these days. From the corporate side, companies are paying enterprise agreements so money is definitely being made. Where I work, we are heavily invested in MS365 and Azure.
Really? Is there even a 2 year period where MS holders made a loss?
Some big banks like MS has been telling clients to rotate out of momentum and into mag7 and other areas like financials and HC.Β I believe that is happening, because the overall indices are still close to ATHs. But that recommendation may be premature.Β The big guys are almost certainly going to increase their capex, but itβs unclear whether that will rewarded, even if their main biz lines are growing b/c of AI. In my mind at least, I donβt know how the market will react to the hyperscalers upped estimates, but I think I know what those upped estimates will impact the suppliers.Β
Microsoft is the poster child for the current Tech Monopoly ecosystems. No one knows whatβs coming but AI and a whole new approach to software might just prove MS a dinosaur π¦. I for one would not cry over it.
Itβs very very hard to switch databases once youβve set one up in an enterprise environment. You need to back up your data, set up a new one, migrate data, back up the new one, and decomm the old one. This involves problems like: \- security review \- corporate politics \- delays \- changing SQL tables \- licensing \- BCP activities \- knowledge gaps (people might know Oracle but not MS SQL server)
A lot of it is inertia. MS has been around for so long and has so many products for businesses that the sheer weight of the company keeps driving it forward. Kind of like dying empires that should have collapsed but are still around for a long time.Β
I'm actually blown away that MS has lasted this long. Nobody in the industry wants to use MS products, they're just there for legacy reasons. And nobody new wants to get involved with their pig pen (no excuse for the filesystem and registry, it's like a meth head went to town in there) of an operating system. They don't have to be as bad as they are but the whole place screams VPs infighting competing for resources and bonuses. So you can put lipstick on a pig and pretend that the place gets along with each other. But they've been buying their way out of their managements incompetence for years gobbling up things people did want to use that wasn't a product of MSFT itself. I personally think MSFT is long in the tooth. It was an amazing ride but their new capex spend is the crushing blow to avoid them at all costs now. They were never that solvent in reality on their own feet and now they're launching into a thing where people still have no idea how to make profitable.
OpenAI LLMs power copilot, so they're already embedded in the MS Office suite. Much more widely used than the Google office ecosystem
Letβs be clear, MS was stagnant for like 10 years in the 90s.. you have not yet begun to suffer. Be a man, Sell and move on. I did. Now I just sell OTM puts on this bastard.