MS

ChaseballBat

MS beat expectations and went down. Operating costs went up 20%.

StrategyEven3974

Someone fucking tell me why MU and SNDK aren't exploding after hours based on Meta/Goog/MS/AMZN earnings and capex forecasts

brute-forced

CNBC doing all they can for MS

xole

Xbox is the best MS product I've used in years. Take that how you will.

Clackamas_river

A going away party with a rate cut would be epic. That and SNDK and MS both blowing their numbers - Its a dream

PurpleReign123

Shhhh! Don’t make so much negative noises! Musk is trying to push SpaceX out for an IPO in June 2026 that will value SpaceX at $2 trillion. The best part is, NASDAQ has already agreed to tweak their rules to accommodate SpaceX which will propel SpaceX to an even higher valuation very shortly after an IPO (note S&P500 is *consulting stakeholders* on SpaceX’s request, which is Wall Street’s parlance for saying *I’m agreeing too… just lemme in on the money!*) The most juicy part is reserved for ~~suckers~~ investors who are already into Nasdaq-linked or S&P500-linked ETFs or passive index funds. Please congratulate yourself if you’re one of these investors because you’re going to become a shareholder in SpaceX at an even more out-of-this-world valuation shortly after the IPO [For those who do not know the background, please use google] This is all for Musk and friends. And of course for the lead banks involved in SpaceX’s IPO, namely MS, JPM and GS, all of which to the surprise of none of us, has started telling retail investors that this is now a great time to invest in the market. The higher the market now, the higher the SpaceX valuation at IPO, and even higher the valuation when index funds and ETFs are forced into buying the shares. Aren’t you lucky to be living during such a time?

Playful_Emotion4736

I don't know, I'm in enterprise IT and we've had enough of MS bullshit, at least on Server OS side of things. Been slowly replacing servers with Linux.

-Dixieflatline

Same. Split between MS and Meta. Whatever happens, I'm drinking tonight. Just need to figure out if that's happy drinking or sad drinking.

HugeResearcher3500

My friend keeps posting AI memes (generated himself) in discord and not a single one is funny. Then you go back to where we used to do shitty MS Paint memes, and they have us rolling.

KopOut

Call me skeptical, but I don’t think AI is going to create a competitor for MS Office and then be able to convince every company on Earth to buy it.

apocrider

Thunderbird is threatening Outlook's dominance because MS got so damn greedy shoving ads down your throatin the new outlook. They are shutting down outlook classic in 2029 (delayed from this year due to backlash), but the damage is already done. People will use it... until they won't.

bornagy

Azure lags behind google cloud in what sense? Certainly nit in sales… MS does not have a flagship moment right now but neither does meta, apple, oracle or amazon for that matter. Flagship model providers operate at a loss and i think there is a reason why anthropic or openai is not acquired yet by one of the before mentioned companies sitting on mountains of cash.

nickydnice

Source: trust me bro And where are they going.. the overwhelming majority of the corporate enterprise posture is MS, Entra oriented, and therefore their fleet of end user machines

ryallen23

I just bought a bunch of GE, PM, and MS. Looking at STT also.

Seref15

If we're currently still talking about AI then that has very distinctly not happened. The LLM startups blindsided the big companies, big companies scrambled to offer their own models but are still on the back foot. Big companies with compute capacity (MS, AWS) then went for hosting partnerships instead of hostile takeover.

BeautifulAuthor9167

I recall a few sites fitting that description from my MS days too. If you can't find the specific one, OptionStrat or even the basic CBOE strategy gallery should provide the same P/L curves.

siliconandsteel

Might be, might be copium. There was never so much money in getting rid of MS. MS won't go away, but it might just get nowhere fast. Might be a good stock to trade, if the sentiment just fluctuates, but earnings are fine. Wouldn't want to hold it, though.

Liquidsnake959

Do I need to sell MS before eanrings?

Liquidsnake959

Do I need to sell my MS shares before eanrings?

SpongEWorTHiebOb

OpenAI can partner with other cloud providers but MSFT has right of first refusal. MSFT is not going to revenue share with OPENAI any longer. OPENAI will continue to revenue share with MSFT subject to a ceiling. The ceiling was not disclosed. This may ease some of the concern about the MS backlog and the arm’s length pricing between the two.

KeyReaction892

We’re literally on wsb, you’re yapping away about how MS will be worse off for this move and I ask you to assign a price and then you decide you’re not a stock analyst.

KeyReaction892

If MS is changing the deal it’s not because they are making too much money….

VyPR78

MS no longer paying revenue share with OpenAI Bubble meet pin.

Bannon9k

Good luck!! MS caught my ass... Dick hard as a rock, but only have the energy for one good fucking a week. Sucks ass man

AMadWalrus

I worked in investment banking in a top group at GS/MS and am pretty involved in r/financialcareers. Some of the most horrendous AI takes are things I've seen here. Two weeks ago I got downvoted for saying "we don't know how AI is going to progress but anyone who says for certain that they know how it will go is guessing" while the person I was responding to that said "AI is trash and won't ever replace people, have you seen the latest models" got upvoted. Guy clearly has never used Claude and even the most high end PE jobs are finding things like Claude useful, so unless the dude is a NASA rocket scientist, bro was completely coping about his 100% replaceable job. I never post threads and after that I had to ask what was up with the horrendous AI takes on this subreddit and 90% of comments were agreeing since the people the thread was about knew not to post, but then someone derailed the thread with some non-sensical AI comment which took most of the discussion away and had the most upvotes while my thread itself was 60% downvoted. Its clear the anti-AI people were lurking knowing not to comment cause they were being specifically called out. All of this to say, its clear that there is a hardcore anti-AI view on this subreddit, moreso than typical on Reddit. To answer you question, whether or not AI is going to be the end-all-be-all is TBD but people in finance are using it to make themselves better and you're doing a disservice if you aren't.

Either_Knowledge_932

There is some moat, but it's diminishing since they try to outdo each other. For example Claude Design is a direct counter to Canva, Figma, Adobe. Codex is a counter to Claude Code CLI. Nano Banana started as a counter to Dall-E. And Google Office Suite AI is a counter to MS Co-Pilot for Office. Cursor counter github's co-pilot. TL;DR: AI companies try to create "harnesses" and services around their own AI, creating their own eco-system.

lasooch

How: Slopilot CLI, Opus 4.6, plan mode, iterate many times over to refine the plan, then implement. Enterprise plan so not getting rate limited. Large codebase, relatively complex refactoring, heaps of search through the code. I’ve seen teammates with over 150 Mtoken in one prompt (i.e. 3 premium requests, i.e. 12 cents), I haven’t managed to get it quite that high yet. Still required many hours of manual fixes. Based on Anthropic token pricing. It’s an estimate, cause Microslop is a bit non-transparent about how cached tokens are counted. MS AFAIK runs the models on their infra (or at least to some extent), but I’m sure they’re paying Anthropic _something_ for it. Also to the best of my knowledge even per token pricing is subsidised (Amodei made very vague claims with what he called ‘stylised facts’ about how an LLM provider may be profitable (in a non-GAAP way) while not seeming so, but come on, if they were profitable on inference they’d be spamming it all over the news) - MS might have some economies of scale there with their infra so maybe they’re able to run inference a bit cheaper than Anthropic, but I doubt it’s a large difference, especially after whatever arrangement they have with Anthropic for the models.

Plane-Try-6522

It isn't just the biotech sector. For the past 10, almost 20 years, most corporation have trend towards downsizing or completely eliminated their R&D department in a bid to focus on the operational and business verticals. Most corporation aren't willing to underwrite R&D risk anymore. This has led to the rise and flourishing of startups that, if successful, are acquired, to be integrated into the core business of the buying company. I had a good part of my feet on the venture capital side and quant side of my professional career. **Iova is worth looking into.** They have two lines of product: Amtagvi (FDA approved for advanced melenoma with best in - class ORR, with consistency shown years after FDA approved) and Proleukin. >**52% Amtagvi Response Rate with Two or Fewer Prior Lines of Therapy 73% Overall Disease Control Rate** >SAN CARLOS, Calif., Feb. 05, 2026 (GLOBE NEWSWIRE) -- Iovance Biotherapeutics, Inc. (NASDAQ: IOVA), a commercial biotechnology company focused on innovating, developing, and delivering novel polyclonal tumor infiltrating lymphocyte (TIL) therapies for patients with cancer, today announced data demonstrating a best-in-class profile for commercial Amtagvi^(®) (lifileucel) with unprecedented response rates in a real-world clinical, retrospective study in patients with advanced (unresectable or metastatic) melanoma. Amtagvi is the first one-time T cell therapy for a solid tumor cancer as well as the only FDA-approved treatment for advanced melanoma patients previously treated with anti-PD-1 and targeted therapy, where applicable. >The real-world results were highlighted in an [oral presentation](https://www.iovance.com/scientific-publications-presentations/) at the 2026 Tandem Meetings of the American Society for Transplantation and Cellular Therapy (ASTCT^(®)) and the Center for International Blood and Marrow Transplant Research (CIBMTR^(®)) in Salt Lake City, UT. >Forty-one evaluable patients with previously treated advanced melanoma received commercial Amtagvi according to the U.S. prescribing information at four authorized treatment centers. The physician-assessed confirmed objective response rate (ORR) was 44% (18/41) and the disease control rate was 73% (30/41). Response rates were higher with earlier Amtagvi treatment. The ORR was 52% (12/23) following two or fewer lines of therapy compared to an ORR of 33% (6/18) after three or more lines of therapy. The unprecedented real-world response rates also improved upon the 31% ORR in the C-144-01 clinical trial that supported the U.S. FDA accelerated approval of Amtagvi. >Lilit Karapetyan, MD, MS of H. Lee Moffitt Cancer Center & Research Institute stated, “The real-world response rate builds on existing clinical data and supports consideration of lifileucel as soon as possible after immune checkpoint inhibitor treatment. An overall response rate of 44% was observed in the full cohort, with a 52% response rate among patients treated in earlier lines of therapy. I am encouraged by the potential for an increasing number of patients to benefit as adoption of TIL therapy continues.” >Daniel Kirby, Chief Commercial Officer of Iovance, stated, “The real world Amtagvi data with impressive response rates, paired with unprecedented five-year durability and survival data, demonstrate a best-in-class profile and better outcomes in patients treated earlier.” >Previously treated advanced melanoma represents an unmet medical need with more than 8,000 annual U.S. deaths.^(1) More than half of patients treated with first line standard of care will progress within 12 months.^(2) The U.S. FDA granted accelerated approval for Amtagvi in February 2024 based on ORR and duration of response (DOR) from the C-144-01 clinical trial. The published [final five-year analysis](https://ascopubs.org/doi/10.1200/JCO-25-00765) demonstrated unprecedented durability and follow-up in previously treated advanced melanoma patients, with \~31% ORR, median DOR of 36+ months, and a 20% five-year overall survival.^(3) Iovance is conducting TILVANCE-301, a Phase 3 clinical trial in frontline advanced melanoma, to confirm clinical benefit. >1. National Cancer Institute Surveillance, Epidemiology and End Results (SEER) Program. 2025 Estimates. [https://seer.cancer.gov](https://seer.cancer.gov/) (accessed February 2026) 2. Larkin J, et al. NEJM; Robert C, et al. Lancet; Tawbi HA, et al. NEJM 3. Medina T, et al. JCO Source: [https://ir.iovance.com/news-releases/news-release-details/best-class-real-world-data-support-early-amtagvir-treatment](https://ir.iovance.com/news-releases/news-release-details/best-class-real-world-data-support-early-amtagvir-treatment) **Using what made Amtagvi/ lifileucel successful, Iova has made positive in-road into cell therapy for soft tissue sarcomas with a high 50% ORR.** >Iovance Announces Positive Results from the First Clinical Trial for TIL Cell Therapy in Soft Tissue Sarcomas *50% Objective Response Rate (ORR) in Advanced Sarcomas* >*Significant Market Opportunity with More than 8,000 Patients Diagnosed* *Annually in the U.S. and Europe* >SAN CARLOS, Calif., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Iovance Biotherapeutics, Inc. (NASDAQ: IOVA), a commercial biotechnology company focused on innovating, developing, and delivering novel polyclonal tumor infiltrating lymphocyte (TIL) therapies for patients with cancer, today announced positive early data from a [pilot clinical trial](https://clinicaltrials.gov/study/NCT05607095?cond=sarcoma&intr=TIL&rank=6) led by Memorial Sloan Kettering Cancer Center (MSKCC) and supported by Iovance of lifileucel in patients with advanced (metastatic or unresectable) undifferentiated pleomorphic sarcoma (UPS) or dedifferentiated liposarcoma (DDLPS) who were refractory to at least one prior line of systemic therapy. >Among the first six evaluable patients treated with lifileucel monotherapy, physician-assessed confirmed ORR by RECIST v1.1 was 50%. All evaluable patients had advanced disease, were refractory to prior therapy, and had significant disease burden, with a mean sum of diameters of 117 millimeters at baseline and a mean of more than two prior lines of therapy. Patients experienced deep responses that improved over time, consistent with lifileucel in melanoma, non-small-cell lung cancer, and other solid tumors. The safety profile was favorable and consistent with lifileucel therapy in other indications. Based on these results, Iovance plans to commence a single arm registrational trial in second-line advanced UPS and DDLPS in the second quarter of 2026 and will engage with the U.S. Food and Drug Administration (FDA) on an accelerated path to expedite approval. Iovance also plans to explore lifileucel in other high grade soft tissue sarcoma subtypes with high unmet need as part of its clinical development program. >UPS and DDLPS are high grade, aggressive soft tissue sarcomas associated with poor prognosis that impact more than 3,000 patients in the U.S. and more than 5,000 patients in Europe annually, including more than 3,500 patients with advanced disease.^(1-3) There is a high unmet medical need for new treatment options for second-line patients with recent clinical studies reporting ORRs of less than 5%, median progression-free survival (mPFS) of \~2-3 months, and median overall survival (mOS) of \~9-10 months.^(4-6) >Lauren Baker Banks, MD, PhD, Sarcoma Medical Oncologist, MSKCC, stated, “In the first clinical trial of a TIL cell therapy in UPS and DDLPS, one-time treatment with lifileucel demonstrated compelling and unprecedented response rates with the potential to address a significant unmet need in patients who are refractory to frontline standard of care. Patients with UPS and DDLPS suffer from high disease burden, poor quality of life, and a lack of effective treatments, including no approved immunotherapy options. In the second-line setting, mPFS for many patients is only a few months with mOS less than a year. We look forward to presenting these results at a medical conference in 2026.” >Dr. Brian Gastman, EVP Translational Medicine and Research at Iovance, stated, “The exciting clinical results show that lifileucel could offer a new, highly efficacious, and durable immunotherapy option in two aggressive forms of advanced sarcoma and further illustrate the promise of our TIL cell therapy platform to offer meaningful clinical benefit in multiple solid tumor cancers. Chemotherapy with extremely poor efficacy remains the second-line standard of care for these patients after progression on front-line chemotherapy. We look forward to bringing lifileucel to UPS and DDPLS patients as quickly as possible.” Source: [https://ir.iovance.com/news-releases/news-release-details/iovance-announces-positive-results-first-clinical-trial-til-cell](https://ir.iovance.com/news-releases/news-release-details/iovance-announces-positive-results-first-clinical-trial-til-cell) More: [https://ir.iovance.com/news-events/press-releases](https://ir.iovance.com/news-events/press-releases)

logikok

I'm in IT, no one cares about copilot but we are ain't cancelling our contracts with MS anytime soon. Also they asked a bunch of employees to take severance packages, which is a good thing for stock prices now a days, apparently

albearcub

Oddly similar situation for me. I did my MS in materials science, focusing on semiconductors physics. I've only ever worked as an engineer at large semiconductor companies. I'm by no means an expert in economics or finances. I just invest in what I know. I also don't have to worry about investing in specific tool companies or fabs just because of my RSU and stock compensated positions.

rsha256

Fr, as someone who has used their secure products they suck. They don’t even prevent screenshots which MS Defender does. Also Nvidia literally makes it a point to partner with everyone under the sun. Partner with them basically just means you’re their customer

Own_Fold_5212

First and only time in my life I can say I own more than MS in a stock both I and they are in 😂

PurpleReign123

Lead banks on SpaceX’s IPO: - GS - JPM - MS These guys will be exhorting retail to buy stocks now. Stocks are a *screaming buy!*

HumbleSupernova

https://imgur.com/MS6pJaz Fuck yeah, how long are you going to hold those? That was a rough hold through last month.

djk29a_

I see Ballmer as Bill Gates’ bro translator similar to the Obama anger translator skit from Key & Peele. Gates hand picked Ballmer as his successor and within the ranks of the executives only he was perceived as possibly smarter than Bill. That time period in tech was kind of grim given everyone was reeling from the dot bomb era. In some respects Ballmer was a fall guy CEO and keeping MS from turning into as uncool of a company as IBM was his task while MS figured out a new identity in a post-Windows era.

Fugoola

I have been a MSFT evangelist for decades, but you are so right. I paid MS over $25,000/yr in 2010 for high end support because I couldn't understand what the normal support people overseas were saying. For shorter downtime, it was worth it, but it should never have been like that in the first place.

PureCod9290

Upvoted for not being AI but a classic MS paintjob

FuckingJPMAlgos

# Market crashes one time and they created "The Big Short". Market keeps going up literally forever and nobody makes "The Big Long". Pretty sure GS, MS and JPM allowed them to use their names knowing that 10yrs from now retards will keep shorting and they make Billions selling puts to the dumb money people.

TwoSigmaIntern

yeah Microsoft has a pretty good RR in my opinion, I dont like catching knives and other software names are a no go for me but MS quite different. I made a little write up on ACMR if you want i can dm it to you!

IDNWID_1900

But last time I used Libre Office it wasn't up to MS Excell standards, is the dumbed down Excel for Mac worse than Libre Office?

Desertcow

Microsoft has focused on the business side, Apple's been focused on the consumer side. There are already solid alternatives to MS' office suite on Mac such as Google Docs and Libre Office as well as a dumbed down MS office, Apple has steep competition in that field

IDNWID_1900

How is this trillion dollar company that build some great OS for tablets, phones and laptopts not being able to design a compatible, 1:1 equal capabilities Excell lookalike? I find it mind blowing, Apple should have their equivalent MS Office as well.

Quantum22

That has changed my friend Source: https://newsletter.semianalysis.com/p/the-great-gpu-shortage-rental-capacity?_gl=1*taqdlh*_ga*MTI2NzkzNTk5MS4xNzc2NzQ4NDk4*_ga_FKWNM9FBZ3*czE3NzY3NDg0OTckbzEkZzAkdDE3NzY3NDg0OTckajYwJGwwJGgxNjI3OTM0MDU4

allllusernamestaken

> continue to improve their enterprise support to keep stealing business from MS Macbook Pro is, hands down, the best corporate laptop money can buy today. The only hurdle is Excel for Mac sucks so our finance people still get Windows laptops.

Desertcow

They don't even have to innovate much. Go full steam with the Neos especially in schools to get kids hooked into the Apple ecosystem, continue to improve their enterprise support to keep stealing business from MS, and expand the amount of services in their ecosystem to keep people paying. As long as Apple products are the most polished on the market and solid value for what they are, Apple can keep winning

FlyingStarShip

I didn’t cherry pick lol I picked price prior to the bust, go study the graph. Until azure and M365 started picking up, MS was not great to invest in and that is a fact.

FlyingStarShip

Just because they bundle it doesn’t mean it is good as they have to recoup that money somehow and I can guarantee you, if MS forced AI onto everyone, companies would start moving back onprem or somewhere else due to compliance reasons, everyone that works with MS is fed up with them but the patience is not unlimited.

QFGTrialByFire

The thing is companies are hiding their PE. They have it looking lower than it really is because the risky equivalent of the dot com is now off balance sheet. The changes to accounting standards back in 2016 allowed them to sneak in asset gains into earnings. The E part of PE is very murky because of this. For example look at MS. Its reported last earnings include increased valuations of its share of Open AI. Its not real earnings ... its valuation increases of Open AI they are able to report as earnings. It makes their earnings look better than it really is. Even with this inflating earnings its not as bad as 1999 but its worse than what the raw PE shows. As buffet said about ASU2016-1 accounting change... *“The new rule says that the net change in unrealized investment gains and losses in stocks we hold must be included in all net income figures we report to you. That requirement will produce some truly wild and capricious swings in our GAAP bottom-line… For analytical purposes, Berkshire’s ‘bottom-line’ will be useless.”* The same holds for the bottom lines of those companies who hold private shares of Open AI/Anthropic etc. They are reporting those valuation increases as earnings.

Heavy-Imagination506

What do you mean, I did this on MS Paint

tristis_veritas

I grew up with so much hope and promise about the future. As a kid playing Doom and Sim Ant on MS-DOS, later dialing up into the World Wide Web with a 56k modem into AOL. The world felt so big, epic, and infinitely expanding. So many weird personal web pages and cool niche sites everywhere. The chat rooms that connected all of us! Even after Dotcom blew up, the iPod then Blackberry and iPhone felt so revolutionary. A small computer in the palm of our hands! News, email, streaming video anywhere! Never once did I feel during GFC that civilization itself was falling apart. Human ingenuity would power us forward. It was a small hiccup in the ever expanding prosperity of humans. Today, I look at AI and see at best an incredible crowding out and massive waste of human talent and society's resources. At worst, an extremely destructive force that will empower more bad actors than good. Tearing things apart, making shitty fakes, will be a lot easier than building robust, thoughtful, genuinely novel and ingenious things.

MasterpieceUnited539

No dog in this fight, they probably should move to etfs and just let it sit. However, assuming you mean gathering/retaining assets for FA's, there is no monthly quota at MS for a year end bonus. Please post your evidence of this.

crazy_canuck

Why do you say that? I’m a 15-yr dev turned spreadsheet jockey turned entrepreneur and I honestly dont see anything that I’m missing with Google Docs or Sheets vs. Word and Excel. I can understand if your entire environment is MS that Word and Excel is better for you. But, if you’re free of the MS hell hole, I think the vast majority of people would choose Google Suite.

packet

It's not close. I have been a full time Linux user for 25 years and can't stand MS; also have quite an interest in finance. Even Excel on Mac can't compare to Excel on Windows. We had an entire finance department revolt and had to be switched back to Windows machines for their Excel integrations.

readytojumpstart

Youre like 20 years too late. Before google, openoffice was the way you dealt with ms files for free. Now its still google. And yes, the standard doc formats from MS will continue to dominate because install base, but the software is cheap for any business and able to be worked around by poors. There is no issue Move on

thedeadcricket

You started your post with saying you dont know much about investing. No clue what MS charges for professional management but ifnthe all in cost (management fee and any expense ratios) are under 1% it really isnt a bad idea....especially if they use individual stocks and manage risk.

Tandittor

You're watching too much MS Now.

Fuzzy-Heart

It’s not a circle jerk though. SpaceX revenue is our tax dollars. This ain’t some Nvidia handing money to Open AI who hands it to MS, etc. It’s a downstream where we are the source.

Necromancer2k8

I've been green many times on MS, ready to.vomit, when I realize I could have got out numerous times when it was over 500.....yet you all know I still have it 😞

Current_Animator7546

They are good for breaking news, but their coverage is very biased overall. Watching them and Sky News is almost as bad as MS Now and Fox News some days 

Few_Move_4594

> “designed with AI technology”. We used MS Outlook with Co-pilot AI technology to write emails in the development of this driver.

bablakeluke

OpenAI fake money capex too high, MS handed that hot potato to jeff bezos during this Amazon satellite pump. Capital now rotating from Amazon gains -> MS & tesla

Dry-Judgment4242

Why though? Did Win11 suddenly not become a piece of shit software and did MS finally manage to make a game that doesn't lose them millions?

unfvckingbelievable

Do it in MS Paint. What's the problem? I wanna see that shit.

Training-Chain-5572

If I had editing skills beyond MS Paint I'd remake the poster of The Greatest Showman but with that tagline

Rare-ish_Birb

Like, when GS, JPM, MS all report record trading revenues, in the billions (the fcking billions, with a 'B'), I can't help thinkng they all just stealing it from me and you.... Party on WSB Also: SPY 700p 04/24

Apprehensive_Two1528

Agreed. MS says msft is gonna have a revenge rally in april 29th week. Not sure if it’s going to be

North-bound

Hit $1.4m today 🥳 Special thanks to Microslop, ADBE, and MS

FreeHelthcareforall

Dumb move I sold my VOO at 596. Had it for years I was up 25% and I figured Microsoft is gonna drag it down in the war would keep having negative effects . But it only lasted a few days. I got lots of cash so I’ve just been selling out of the money PUTs like INTC, MRVL, MS, OXY. APPL, TSM, SOXL

Dry-Judgment4242

Wait, so did Win11 suddenly stop being a piece of shit and MS games stopped flopping every single time?

DahDollar

GCMS and ICP-MS. I'd go N2 for GCMS and H2 for ICP-MS

NoPaleontologist2721

MS

Competitive_Corgi_12

Front-month (CL/Brent 1st) can be down even with SoH traffic \~-90% because the marginal price-setter in the prompt contract right now is “probability + timing of normalization,” not today’s physical scarcity. 1) Paper is pricing a non-zero “deal / reopening” path, and it’s very headline-sensitive The last 1–2 weeks have repeatedly seen: rallies on escalation/blockade headlines, then sharp givebacks on “talks could resume / Iran wants a deal” type remarks (see ANZ 4/14: WTI gave up gains late after Trump said Iran wants to “work a deal”). That optionality compresses the front month most, because it’s the contract most exposed to “reopen next week vs next month.” 2) stress is in physical contracts 3) Buffers + policy flow (SPR) mute flat price, even as the system is stressed The market entered with buffers; SPR releases and “oil on water” delivered in March bought time (MS 3/30; “oil at sea” depletion dynamics also discussed in JPM 3/27 and the 3/17 note). 4) Demand destruction / macro-risk is being pulled forward into the prompt barrel With refinery run cuts in Asia due to crude availability (MS 3/30: +2–2.5 mb/d Asia refining curtailed; JPM notes runs down materially), the immediate crude bid can soften even while products blow out. 5) Microstructure/positioning: de-risking and vol control often hits the front first When vol spikes, systematic de-leveraging and discretionary risk reduction tend to sell the most liquid point (front month) even if the fundamental story is bullish. (General market microstructure; not explicitly in docs.) Net: the tape is effectively saying “yes, the physical situation is ugly, but we’re trading the distribution of outcomes.” If the market’s implied path shifts even slightly toward “talks resume / partial reopening / workaround flows (Fujairah/Yanbu/Iran exports) continue,” front month sells off hardest even though SoH traffic is still massively impaired.

SepuMurkula

Customers are seeking alternatives. After MS closed ICC personnel's services MS is no longer trusted alternative for anyone. So MS propably dives more after customers are getting more aware. https://www.gadgetreview.com/france-just-kicked-microsoft-off-2-5-million-government-devices-heres-why

PurpleReign123

Shhh! You’re not supposed to write any articles that may impact negatively on the stock market! JPM and MS have a bigly IPO to sell to you in a couple of months … Please delete this post /s

PurpleReign123

Reminder: https://www.reddit.com/r/stocks/s/Z8Y4TMDp4n JPM and MS want **you** to buy stocks!

HoneyBadger552

their new MS OFFICE subscription model will drive it lower bahahaha

DontTrackMeBro_

NGL, I would love this. Xbox is slacking hard score and MS has not business owning it anymore.

AMadWalrus

I mean it’s certainly overvalued but you wouldn’t use a DCF to try to value SpaceX, for a laundry list of reasons I don’t feel like typing out. Source: was an investment banker at GS/MS

PurpleReign123

Banks are working to rush out three humongous IPOs this year, ie - SpaceX; - OpenAI; and - Anthropic And guess which are the banks with lead roles in these giant IPOs? No prizes: **JPM, MS & GS!!!** Ladies and Gentlemen…. *Stocks are good buys now! We need you to buy, buy, buy … till we tell you goodbye*

Ok-Contribution115

Software is safe and will use ai. People need to catch up. Wait till year end and see how software recovers. Not all but MS, yes. 

PrettyInvestigator90

But then you should always inverse Reddit, so actually the real play is to do exactly what the rational conclusion tells you. Reddit is very risk-averse in general and only loads up on calls/puts or sell/buy whenever they the market has already shifted or moved. Also, the actual real play here is to buy more stock of whatever company you think will do well over the next 10 years. Way too many try to make a quick buck in this market. How do you think those early stockowners of Apple/MS/Google got rich in the end? They held for decades. Reddit-users want to be rich now. Doesn't work like that for most of us. Invest regularly, buy stock, keep your mind and body reasonably sharp and achieve a steady income. You'll thank yourself in 30 years.

WillTheGreat

Kinda tempted to buy puts at these levels just because both JPM and MS calling retail investors to buy the dip and suggesting a V shape recovery. Tells me there one more rug pull before the next leg up

collegefootballfan69

The only people trading on Sunday nights are the interns are GS and MS

South-Attorney-5209

Nvidia, Apple, MS, Google, Amazon, Tesla. Make up 35% of the SPY. The market believes they are basically separated from oil costs and longterm it will smooth out.

Boys4Ever

That’s my point. Government and businesses have old proprietary systems designed likely long ago that can no longer be modified because either updates skipped needing a new install or company no longer in business. MS will still get paid for those and I think this is likely bulk of the systems. I’m not focused on Internet protocols but the illusion MS windows easily replaced. Might eventually but perhaps at a greater cost. Old is expensive to change

zxc123zxc123

LinkedIn isn't dying. It's the new facebook. Folks keep saying gaming sucks or that it's dying and yet the revenues keep growing. You can say windows sucks but folks still use it. Only retards would expect 11 to be anything but ass [since it's written law that MS has to make at least 1 version suck giga ass before giving us a good version.](https://metanophilia.wordpress.com/wp-content/uploads/2015/08/microsoft-good-bad-cycle.jpg) Cloud is facing competition and OpenAI investment isn't turning out well. I think those are the main reasons why MSFT is down>30% despite being on top and bottom lines in Q4. But like I said. I think it's like the GOOG selloff last year where folks were acting like it's cooked. I couldn't buy cause I have a huge exposure to GOOG already. Ain't missing the same boat twice so I'm on the MSFT train even though I'm also on GOOG. Feel free to invest your way though.

MidRivFLL48

I’m concerned about Microsoft and I’m married to a MS Cyber Sec Architect who gets his stock at 10% below market. He can’t share much even with me but he says it’s going to recover if not explode and rock solid with patience, he thinks. I am still not sure because he is not a finance minded kinda guy. I watch the market close because I am 9 years older and will have to retire first.

Prestigious_Sell9516

I think long term Ms is declining. Software is AI anthropic with mythos have cracked recursive software development and in doing so have probably also cracked agi if it can be built (if you control the best software builder you control the ability to go further towards agi) - their recent throttling of requests is highly suspicious as well - they are using that compute. We use Ms tools every day and we regularly find better examples - I don't agree that musk and his MacroHard pose much of a threat in themselves but the concept does. Long term AWS still a better cloud than Azure and the old OS platforms are terrible. MS = tomorrows oracle.

ajr901

I think this has fundamentally changed with the popularity of Google Docs. I’m a software engineer and clients send me a lot of different things like proposals, contracts, ndas, SOWs, exports in the form of spreadsheets, slide decks, etc. About once a month someone will send me an excel file or docx. Pretty much in every other instance they’re sending me links to Google Docs or Google Sheets. In other words I think dropping MS office entirely for something equally as capable and online based isn’t a blocker to most people anymore.

staythewaters

There's more of a learning curve getting used to MS' bloated Windows than there is with something like pop\_OS or other light-weight Debian distros. What difficulties do you think there actually are with modern Linux distributions? I'm curious, because people just say this and never give the reasoning behind it.

colonelc4

I agree, but this needs to happen, all MS tech have the equivalent in Linux, there's no reason to continue using proprietary stuff at this point.

jaajaajaa6

All politics and no clue how hard this can be based on how apps were built and what MS products were integrated. This is all political BS. In 2-3 years they will have spent money with nothing decommissioned. And then cancel the whole thing with the next US president. Macron is a dope.

BarbequedYeti

There has been MS office alternatives for decades. Very few use them. Its not as easy for 40-50+ year olds who have been using MS office their entire professional life to switch.  It ends up costing more in lost productivity than the ms office licenses.  

KoldFusion

Are you not tuned into the gaming world. 5-6 months ago Gamepass gouged the players hard and lost ALL faith from those buying games and consoles from Xbox. We left in massive flocks to Sony or Steam or just put our Xboxes away forever and quit gaming. And have you not used Windows lately? It's a billboard that is littered with the worst AI has to offer. Microsoft products are good at their core. But they have over monetized everything. Huge bump in the Linux Desktop user base lately as well. With Satya at the helm and his group of cronies in exec positions they have pushed the people too far. MS has lost massive brand equity. And because nobody can quantify that Satya will keep his job until stock prices bottom out. k Everything Satya touches turns into garbage after a false pump. I feel bad for the engineers that make great products only to have Satya and the MS execs wreck it all.

dobik

Don't know and doesn't care. I think it may get be a strong president for the private sector there to follow as well as a trend within EU. I think lately the German government did something similar to France in ditching MS tools

Sufficient_Bass2600

It has been planned since 2024. Already nearly a quarter of the civil servants have been migrated to portal based in linux and have been moved to non MS office suite in pilot trials. The main differrence is that now that they know it works they have mandated a date by which ALL migrations must be completed. Americans are underestimated the lack of trust in US companies in the rest of the world. Countries got really scared When one of first act of Trump second mandate was the full use of the Cloud Act to legally spy on Europeans citizens and organisation and retrieve data stored on European servers. Especially the European court of human right. >The **US CLOUD Act (Clarifying Lawful Overseas Use of Data Act)**, enacted in 2018, empowers U.S. law enforcement to compel U.S.-based technology companies to disclose electronic data stored on servers globally. This extraterritorial authority covers emails and cloud data, overriding many local data protection laws when investigating serious crimes. The reaponse was to start investigating sever any link with US infrastructure. Same thing is also happening in Europe with the new official. Migration to OpenOffice and NextCloud. Visa and Mastercard are similarly pushed aside with the creation of a Europe wide payment system Wero. The funny is that Germany and Switzerland were the European countries that were steadfastly against such moves suggested by France. They got the brunt of the issue when both Deutsche Bank and Credit Suisse got threatened to be kicked out out of the global financial payment system unless they accept huge financial fines.

This_Is_The_End

The typical ignorance of retail investors is the extrapolation of their past experience, while the world was developing . Modern software has just a web frontend and will be created by AI. The majority of software is running on serves. As soon there is a success of France and there will be one, because France looks at the US as an issue for the nation, there will be chain reactions, because MS does a horrible job of making customers wanting nothing else. A product like windows which creates expensive license management, expensive administration and put ads on a user PC, is horrible. Already when using virtual machines, the license management becomes a hell. The only issues is special software like cartography or GIS systems. MS wont die from France, but is the beginning.

LightTemplar27

So did France, this article is exaggerated (it's only plans which change all the fucking time in this government plus only ~200 people actually got booted off MS so far). Besides, we literally validated using azure for critical healthcare data, despite concerns over patriot act etc a few months ago.

BarbequedYeti

I have seen this attempted by companies numerous times over my IT career. It only stuck one time.  All the others reversed course and went back to windows on their desktops.   The kicker is always the end user and MS office. They could never get their end users to learn enough to be efficient with a linux desktop and whatever office clone they decided to switch to. It kills productivity so damn fast it makes licensing of MS products seem like peanuts.   So they switch back. Some backend stuff stays but exchange and AD get fired back up etc etc.   wash and repeat about every 7-10 years.  

MarketCrache

MS hands all the data straight to the CIA. Anyone who doesn't believe that is being naive.