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Microsoft Corporation

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Mentions (24Hr)

103

30.38% Today

Reddit Posts

r/wallstreetbetsSee Post

I'm Officially Bankrupt Today

r/wallstreetbetsSee Post

260k YOLO MSFT earnings

r/wallstreetbetsSee Post

MSFT earnings discussion

r/wallstreetbetsSee Post

IBKR Scrub Question

r/wallstreetbetsSee Post

Sam Altman’s SPAC ALCC 🚀or 💩??

r/wallstreetbetsSee Post

All BS aside, how’s calls on MSFT looking this week?

r/wallstreetbetsSee Post

Earnings & economic calendar

r/wallstreetbetsSee Post

MSFT earnings

r/wallstreetbetsSee Post

Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls

r/wallstreetbetsSee Post

Need to practice option trading with paper money

r/wallstreetbetsSee Post

Who’s ready to burn their life savings this week

r/wallstreetbetsSee Post

BIG WEEK AHEAD

r/wallstreetbetsOGsSee Post

FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis

r/WallstreetbetsnewSee Post

FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis

r/WallStreetbetsELITESee Post

FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis

r/wallstreetbetsSee Post

MSFT Puts?

r/investingSee Post

What do you think about my portfolio.

r/wallstreetbetsSee Post

Puts on MSFT?

r/wallstreetbetsSee Post

Puts on MSFT?

r/stocksSee Post

Tool for mutual funds?

r/wallstreetbetsSee Post

This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks

r/wallstreetbetsSee Post

Who’s buying MSFT & AMD calls for earnings?

r/wallstreetbetsSee Post

Hello Earnings Season

r/investingSee Post

I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.

r/wallstreetbetsSee Post

MSFT Earnings call

r/stocksSee Post

Does anyone have reservations about selling their stocks?

r/wallstreetbetsSee Post

COST / AMZN / MSFT

r/stocksSee Post

Should I hold onto TSLA or cut my losses and diversify?

r/stocksSee Post

These are the stocks on my watchlist (1/25)

r/StockMarketSee Post

These are the stocks on my watchlist (1/25)

r/wallstreetbetsSee Post

Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀

r/wallstreetbetsSee Post

Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses

r/optionsSee Post

CSP for 10-11 Months Total Return ?

r/investingSee Post

Stocks to buy right now? via Investors.com

r/stocksSee Post

Investing after divorce

r/investingSee Post

Need help diversifying portfolio

r/StockMarketSee Post

18, Any thoughts on picks?

r/wallstreetbetsSee Post

Is GPT5 priced into MSFT?

r/stocksSee Post

Portfolio management

r/wallstreetbetsSee Post

Wall Street Newsletter S03E06: All-time highs are here. What's next?

r/wallstreetbetsSee Post

Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP

r/RobinHoodSee Post

Question on selling/rebalancing

r/optionsSee Post

Covered Call Advice needed

r/optionsSee Post

Side money options strategy while selling stocks

r/wallstreetbetsSee Post

MSFT has now overtaken AAPL in market cap.

r/stocksSee Post

Past and future imp. event impact on stock price

r/optionsSee Post

Best options for ITM MSFT calls

r/stocksSee Post

Will Value ever out do Growth again?

r/investingSee Post

Long Term Stock Picks to Hold Forever

r/stocksSee Post

Hedging against AI?

r/optionsSee Post

Covered call advice needed

r/stocksSee Post

Stock covered call advice needed

r/WallStreetbetsELITESee Post

Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.

r/investingSee Post

Best fund for parking $375k for 2 weeks

r/stocksSee Post

Is it normal for the index funds to be weighted this heavily by mega caps?

r/StockMarketSee Post

Tips for long term investments?

r/investingSee Post

What are your top picks for the top performance stocks for this year?

r/StockMarketSee Post

Can anyone help me explain NVDA?

r/StockMarketSee Post

Epic V Continues to Show How Little Risk Exists

r/wallstreetbetsSee Post

Has anyone seriously looked at Global Foundries [$GFS]

r/pennystocksSee Post

$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings

r/wallstreetbetsSee Post

Why is MSFT and NVDA shooting up?

r/wallstreetbetsSee Post

MSFT YOLO 13k

r/wallstreetbetsSee Post

Magnificent Seven fact.

r/investingSee Post

Let's discuss QQQM performance

r/wallstreetbetsSee Post

$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting

r/wallstreetbetsSee Post

Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.

r/wallstreetbetsSee Post

So… suicide?

r/wallstreetbetsSee Post

M&A Arb: Amazon Buying iRobot

r/investingSee Post

The true interpretation of Friday's Jobs Report

r/StockMarketSee Post

How to interpret Friday's Jobs report

r/stocksSee Post

A true interpretation of Friday's Jobs Report

r/wallstreetbetsSee Post

Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip

r/wallstreetbetsSee Post

LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!

r/wallstreetbetsSee Post

And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai

r/stocksSee Post

Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)

r/wallstreetbetsSee Post

Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?

r/wallstreetbetsSee Post

If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?

r/wallstreetbetsSee Post

Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?

r/wallstreetbetsSee Post

Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?

r/wallstreetbetsSee Post

80% on the year for 2023, wonder if Buffet needs a new #2.

r/wallstreetbetsSee Post

80% on the year for 2023, wonder if buffet needs a new #2.

r/investingSee Post

How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?

r/wallstreetbetsSee Post

Keep an eye on $MSFT (potential put money making opportunity)

r/stocksSee Post

If you had $40k to invest right now, what would you do with it?

r/stocksSee Post

Portfolio setup

r/investingSee Post

Pick your 5 growth stocks for 2024

r/stocksSee Post

21 college student investing advice

r/investingSee Post

19yo 2024 roth ira contribution

r/investingSee Post

The NYTs is suing Microsoft and I think there is a profitability play on their stocks

r/stocksSee Post

New York Times sues Microsoft and OpenAI for copyright infringement

r/optionsSee Post

My new Options Strategy, 9MDTE

r/WallstreetbetsnewSee Post

The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT

r/pennystocksSee Post

The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT

r/stocksSee Post

Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?

r/investingSee Post

REITs vs SP500 vs dividend delusion

r/wallstreetbetsSee Post

Question regarding this type of Play Option?

r/wallstreetbetsSee Post

How fucked am I after Christmas?

r/investingSee Post

The biggest lesson that I've learned in my 10 year investing career.

r/wallstreetbetsSee Post

MSFTs Open Ai will raise funds with valuation of $100B

Mentions

Why MSFT? So many choices. Old established industry titans just don't appreciate like newer players. And if you want an old blue chip, really why MSFT? Why not GOOGL or ORCL? Or diversify with BRK.B? All have had better returns over recent years. This is a serious question, not a joke post, like most of this sub. Thx

Damn it MSFT, just rip to ATH already

Mentions:#MSFT

MSFT is going to end red EOD 🤣🤣

Mentions:#MSFT

MSFT smokes a doob at $420 and will be goin’ down a nap soon

Mentions:#MSFT

I think the Exxon example isn’t a perfect parallel. Energy companies are inherently cyclical and price-takers tied to commodity markets. MSFT to XOM is apples and oranges. You could say the same thing about PetroChina, Saudi Aramco, they were top dogs too but did people reaally trust that conviction? The MAG 7 firms have huge MOATS — platforms, ecosystems and software layers with network effects. That’s a different business model and competitive dynamic. That said, I’m not claiming dominance is guaranteed or that concentration beats diversification on average. My point is that these companies already represent a large share of index earnings growth and capital allocation. Increasing exposure to them is a deliberate bet that their structural advantages persist. Also, we're adults. No one is "stupid" here, if you can't handle the converstation atm then please take some space if you need it. (:

Mentions:#MSFT#XOM#MAG

MSFT please end the day above 420.5 today, stay above the 9EMA

Mentions:#MSFT

let me guess, dude was 100%MSFT

Mentions:#MSFT

Eacrtly broski. ETFs solve this automatically Concentrating in today’s giants can work but you'd have to be less passive! Just feel like Google, Apple, and MSFT aren't going anyhwere for the next 10 years so taking the upside is not bad but you have to understand the market and risk! To be clear, I'm also not saying go 100% stocks!

Mentions:#MSFT

The classic 3 fund/etf blend is fine for most who want to set it and forget it (S&P, International, Bonds). This gives you diversification and levers you can lower or raise as conditions change. Remember, that \~30% of all stock value is outside the US, so don't short change your allocations ex-US, just b/c of the past run ups in S&P. Plus the dollar woes are also helped with Intl investments. Me, I'm a geek and search out the \*best\* funds and holdings vs. just rubber-stamping the low fee/mediocre returns that Vanguard is offering. I'm in my 60's and have a 45/45/10 blend (was 70/25/5 a few years ago). Recent moves have been to slowly shift some large growth towards large value with dividends, and reduce some tech holdings. For instance, less MSFT and AMZN, and more T and UL. I'm also adding more diversity within my bonds (TIPS, Corporates, Munis, Intl, Emerging, Treasuries), and making sure my powder (cash) is dry in a Quontic Money Market account and some T-Bills. The market has had bright spots, but it's wobbly. Tariffs being levied and then rescinded via the whimsy/spite of one unpredictable man continues to be a flashing red sign of caution. There's also a lot of froth re AI that \*may\* turn into earnings, but certainly feels like the tech bubble of 2001. Who knows if there will be some small corrections or large dips coming in 2026, but the Warren Buffets of the world who are building war chests of cash, may have some buying opportunities of fantastic companies at discounted pricing.

MSFT dead cat bounce, red EOD

Mentions:#MSFT

Red EOD. Spy to $690 today & MSFT to 410. load up on your puts, don't be stupid.

Mentions:#MSFT

MSFT break the eff put already. Consolidation bullsht for 45 mins now

Mentions:#MSFT

What do you guys think about selling $425 MU shares at a loss and move it into MSFT to recoup the gains while MSFT has a relief rally? I'm worried MU will dump tmo after the investor day shit if there's nothing big announced

Mentions:#MU#MSFT

I bailed out on MSFT and I think I'm gonna get the sads

Mentions:#MSFT

Yeah I see that and that's a good point, I am just trying to push back on the only ETFs narratives when Apple, Google, MSFT, NVDA, etc have performed well for over 20 years. Just poking the bear and it seems like people don't like having a nice conversation aha!

Mentions:#MSFT#NVDA

MSFT is just printing today eh? My leaps are jooocing

Mentions:#MSFT

I have about 300k liquid and no idea what to buy. I also don’t think spy can break 696. RDDT looks good on paper but insider selling is annoying APLD is a risky bet but could get the SNDK treatment if hyperscalers bottleneck more NVDA seems safe but china keeps interfering META/MSFT seem good too I really like HOOD but they are too linked to Bitcoin VOO is really calling my name right about now but I wanna make big money cause I got crushed with this sellout

Moderna save me from all the money Google and MSFT took from me

Mentions:#MSFT

I genuinely don't know why you guys are buying MSFT.. It honestly isn't a good company to invest in... Nobody likes Microsoft 360 products or Copilot, so why invest? They're spending billions of dollars on a chatbot and Copilot for excel.. it's very obvious that Microsoft is about to be rug pulled and you retail investors are going to be a victim of a liquidity sweep. Please exercise caution, I would avoid MSFT at all costs. I believe it's going to be red EOD.

Mentions:#MSFT

Where’s the guy who was talking shit about MSFT this morning? We just want to talk.

Mentions:#MSFT

To be fair MSFT was beat down for nearly 2 full weeks before it started turning around and going positive. Also the MSFT dump off was way steeper than GOOGs. I stuck around for the first part of the microsoft recovery but it wasn't worth how long I waited for it. Also genuinely think MSFT is a shit company so I dumped it when it hit profit to get into something that makes me feel better. I think google will have a quicker turnaround because general sentiment is so much more positive for google than for microsoft. So less red days to wait through before it starts going up as usual. I said it in another comment somewhere but I would bet it will be back to 330 eow unless we get some real dumper days with the reports/data coming tomorrow & friday. For sure 340-350 end of the month.

Mentions:#MSFT

I went full retard today and put everything in MSFT.

Mentions:#MSFT

Yes buy MSFT and dont worry.

Mentions:#MSFT

I mean I'll bite >Are ETFs Just Propaganda?  No >However, recently I have been looking into buying some dips Definitely stop doing that >from the MAG 7 Probably stop doing that >And I started comparing performance. APPL, MSFT, GOOG all **outperform** QQQM and VOO in the past 5+ years. Yes, and? >I am aware of the following: >Past performance does not equal future performance >ETFs reduce risk Yes and yes >But, I feel like these arguments don't hold much substance once you consider that this "risk" is irrelevant given the upside in gains you gain from these top companies. >I just want to push back and want someone to clarify why this is not good reasoning?! Zoom out. First of all, 5 years is nothing. Secondly, we've been in a +15 year bull market (minus a few minor bumps). What about when we're in a multi-year bear market and tech stocks fall 60, 70, 80+%? >I genuinely feel like the "past performance does not equal future performance" argument is a stronger thesis because these companies could theoritically fall off the earth and that would upend the market and portfolios Accurate. But that goes hand in hand with "ETFs reduce risk" because ETFs hold a diversified basket of companies. If Apple fails, sure a broad market ETF would take a hit, but it (a) won't drop 100% or anywhere near it (b) will recover in time. >But even then, this relies a lot on hypotheticals and "Whataboutism" and "what ifs." Not really. Look up the top 10 stocks from 2010, 2000, 1990...

full send MSFT to 460 this month

Mentions:#MSFT

MSFT doomers in shambles watching it crash upwards.

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Full porting MSFT calls was a nice way to start the morning

Mentions:#MSFT

Need a MSFT type of movement. Anything positive.

Mentions:#MSFT

MSFT BULL TRAP!! 📢📢❗️❗️ Your calls are about to be worthless, don't invest in Microslop, let's pick better value stocks!! Mark my words, MSFT RED EOD below $410, I currently have MSFT $410 4/17/26 PUTS (x100)

Mentions:#MSFT

MSFT on its way down, please don't be dumb and hold calls/shares on this failing company. Horrible company, copilot is garbage.

Mentions:#MSFT

Don’t forget your commemorative $420.69 MSFT share

Mentions:#MSFT

Added to SPGI, MCO, MSFT and AMZN. Delighted to be dipping in to these amazing companies. The threat of AI disruption to the first 2 is bogus imo, they will adapt to AI. Market Inteligence margins may compress, but I like to think that AI is not free as the market seems to think, which is evident is MSFT and AMZN dips, cloud compute margins will forever be lower for MSFT and AMZN vs pre GPU dominance days.

MSFT dead cat bounce incoming, don't be that idiot that holds their calls 🫵🫵🫵

Mentions:#MSFT

drill MSFT drill!!! xd!! Back down to 400!!

Mentions:#MSFT

I'm bag holding $425 MU shares at a loss. Should I sell at a loss and move it into MSFT?

Mentions:#MU#MSFT

good luck to you :) I bought the MSFT dip (heavily) so I don't need luck.

Mentions:#MSFT

MSFT, AMZN, Salesforce, RDDT. For once im on the right side of the gamble

lmao yeah bro sell MSFT one of the companies in the world with 47% operating margin and buy TESLA

Mentions:#MSFT

All you idiots saying "MSFT calls" I hope you idiots realize you're about to get wiped into the ground. MSFT is going to go red tomorrow and EOD and I hope you read this and get that through your thick re*tard skull. Enjoy losing the money you put in for absolutely no reason, investing in a failing garbage company. Why don't you do better research, and invest in better companies rather than looking on Reddit on what to invest in. Enjoy the loss tomorrow.

Mentions:#MSFT

Why would you ever sell MSFT?

Mentions:#MSFT

*checks on AMZN and MSFT shares* oh, nice. i can shop at publix instead of food lion.

Mentions:#AMZN#MSFT

I'm not sure I understand the MSFT excitement. At best it maybe goes up a hundred bucks over the next year or two at worst Open AI blows apart and takes it down significantly. I guess if you time the options right it's interesting but as a stock I just don't see it.

Mentions:#MSFT

one more day like today MSFT, come on. You can do it.

Mentions:#MSFT

Thanks for the ride MSFT. Enjoy your day. Hello Apple!

Mentions:#MSFT

Can't belive people are still bearish, there so much fear last Thursday, which was my signal to buy AMD, and MSFT. Still adding here to RDDT, NVDA, and AMZN. Let the market fly

MSFT $440 calls printinggggg

Mentions:#MSFT

MSFT sub 400 sellers deserve shame

Mentions:#MSFT

https://preview.redd.it/a741zzhvnoig1.jpeg?width=704&format=pjpg&auto=webp&s=5ea568e03f11d0223eccfffc9c0474a10968c957 Me watching MSFT pump…….

Mentions:#MSFT

Selling my MSFT $201c at $206 yesterday will go down as an-timer for me 🤪🥵

Mentions:#MSFT

Made 19k in 2 days with MSFT 😊

Mentions:#MSFT

Whats wrong with being a MSFT bull?

Mentions:#MSFT

For MSFT or RDDT? Or both lol. RDDT still down 17% on the week and 38% on the month. MSFT almost even for the week and down 12% on the month. I felt like MSFT relief was coming to an end so I jumped out and over into full port on RDDT. I still think MSFT continues up to high 400s, but it will be much more gradual once it hits 420 was my thought.

Mentions:#MSFT#RDDT

Hey GOOG you really gonna let MSFT’s bitch ass steal your shine!?

Mentions:#GOOG#MSFT

Another green day for spy and MSFT recovering from their bullshit drop. Hell yea

Mentions:#MSFT

Where’s that regard from last night who was crying about MSFT bulls LMAO

Mentions:#MSFT

MSFT is mooning because I sold 💀

Mentions:#MSFT

People buying SNDK and MU after a straight line up. Letting generational MSFT dip pass them by.

Mentions:#SNDK#MU#MSFT

Oh my word, MSFT killing it today. I did not think it would have another consecutive day quite this green. Still making out better on RDDT calls with it over 5% up already today, but damn ok MSFT I see you. Also getting FOMO on the GOOG drop. I want in but also I know google and I just don't get along. Too much pain and history there.

People here last week not buying MSFT and saying it was a dead stock. lmao

Mentions:#MSFT

MSFT $410 4/17/26 PUT (X100) MSFT HAS HIT ITS TOP, all you call holders are actually smooth brained as fu*k. It's about it's about to get rugged, I can't wait for all the posts of your losses while I actually enjoy my profits :)

Mentions:#MSFT#HIT#TOP

Haha where are the MSFT bers now

Mentions:#MSFT

TOP IS IN FOR MSFT, MSFT $410 4/17/26 PUTS (x100) :))) don't be an idiot and lose all your money on calls! SCREENSHOT THIS 🫵🫵🫵🫵 cause IM LAUGHING AT YOU WHEN THIS GETS RUGGED MID DAY

MSFT!! You scared us! We thought we lost you for a minute...

Mentions:#MSFT

MSFT All time high end of day 

Mentions:#MSFT

MSFT dead cat bounce, back down we go!!

Mentions:#MSFT

MSFT took some HIMS this morning

Mentions:#MSFT#HIMS

https://preview.redd.it/tyhm9hsnjoig1.jpeg?width=576&format=pjpg&auto=webp&s=894950eac65ec0ca77839ac4d7314fe1894db1fa got anymore of those 3% days, MSFT? im itching…

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BYE BYE MSFT 👋 back down you go!!

Mentions:#MSFT

Let's cook, MSFT 🚀

Mentions:#MSFT

FFS MSFT. Red in 3..2..

Mentions:#MSFT

So many panicked wanting to sell their MSFT quite hilarious. Still low 400s…

Mentions:#MSFT

You MSFT doomers are fucking hilarious.

Mentions:#MSFT

MSFT unable to hold the 9EMA today, rejected at open

Mentions:#MSFT

Alright, I sold my MSFT calls like a pussy. It'll keep pumping to Valhalla now. 13.2k profit isn't bad for holding for a single day

Mentions:#MSFT

Don't be stupid, sell them all. MSFT is about to crash, look at the candles.

Mentions:#MSFT

Huge green MSFT dildo!!

Mentions:#MSFT

I might sell my MSFT $440 March 6th calls at open. I'm getting nervous with so much of my port in deep OTM calls 💀

Mentions:#MSFT

MSFT leave some for the rest of us

Mentions:#MSFT

Buying MSFT calls when it went under $400 is paying off 😋

Mentions:#MSFT

The entire world economy is held together by poorly formatted excel spreadsheets. Calls on MSFT.

Mentions:#MSFT

Damn I really sold MSFT way too early

Mentions:#MSFT

MSFT making my micro hard again😩

Mentions:#MSFT

MSFT crashing on open, don't be a bag holder

Mentions:#MSFT

Enjoy the losses on MSFT!! Idiots buying on the top 💀💀 buy high sell low!! Thanks for the money idiots, giving my puts value <3

Mentions:#MSFT

I didnt buy GOOG at $140 so i decided to buy MSFT at $398 last friday

Mentions:#GOOG#MSFT

I told you, man. If you’re not buying leaps on MSFT dips you don’t like money 

Mentions:#MSFT

The feds are already trying to move towards a “Single Pane of Glass” concept. Agencies are done running 10 different security tools duct-taped together. They want one platform that talks to everything or you’re out. Released in the RFP documents, the "Single Pane of Glass" is the target outcome for the $100B+ in federal IT spending projected through 2026. With the upcoming collaborative meeting, it is centered around the government now requiring AI-level security for the energy grid because these new data centers are absolutely nuking load capacity. This isn’t optional anymore. Department of Energy (DOE) "Cyber-Physical Monitoring" The DOE issued a request for systems that can monitor both "IT" and OT (the actual power grid hardware). This is their specific requirement. The solicitation specifically asks for "Unified Situational Awareness" the government's formal term for a Single Pane of Glass. RFP statement, "The contractor shall provide a centralized platform capable of aggregating disparate telemetry from localized sensors and cloud-based AI workloads into a single, unified dashboard to reduce Mean Time to Detect (MTTD)." DoD Joint Warfighting Cloud Capability (JWCC) Extensions. This is the massive $9 Billion contract shared by Microsoft, Google, AWS, and Oracle. The DoD is now issuing "Task Orders" under JWCC for Zero Trust Management. RFPs for these task orders often state, "The solution must provide Single Pane of Glass visibility across multi-cloud environments (AWS/Azure/Google) to ensure consistent security policy enforcement." DISA (Defense Information Systems Agency) "Thunderdome" Phase II. This is the DoD's main project to implement "Zero Trust" (the idea that no one is trusted inside the network). The DISA is explicitly seeking a platform that could consolidate identity, endpoint, and network security. RFPs for this task order states, "Contractor shall implement a solution that offers centralized management and visibility (Single Pane of Glass) to simplify the administration of security policies across the enterprise." This current race is about clearance levels and existing infrastructure. For a winner-takes-all federal concept, you basically need, FedRAMP High DoD IL5 / IL6. If you don’t have those, you’re not even in the room. The government would be looking for a Unified Management Layer that consolidates data from thousands of sources into one dashboard. CrowdStrike is the current gold standard for federal endpoint. Already the de facto central platform for CISA, because they are deeply embedded. Microsoft owns the cloud (Azure). If the gov wants security to live where the AI data centers live, MSFT is already established. Palo Alto Networks, owns the network. PANW secures the pipes (firewalls / zero trust). They’re the bridge between IT (servers) and OT (power grid). This is EXACTLY what FERC was panicking about in hearings. SentinelOne just got GovRAMP in Jan 2026, which is relevant, but to win the entire race, they still need to bridge from civilian GovRAMP, to DoD IL5/IL6. Which means they’re already behind MSFT and CRWD on true Level 6 readiness. Palo Alto for the grid has OT security, Microsoft and CrowdStrike will be for data endpoint. Right now, SentinelOne is currently fighting for their spot in all of this. SentinelOne's only path to winning is proving that Purple AI can actually run a real Single Pane of Glass better than the legacy incumbents. Proving that their products are faster, more autonomous, and without being welded to Azure or Falcon. Their biggest play, is that they could be considered as a backup if these other tech companies are too expensive or if their infrastructure has an outage. This is only assuming they meet the high clearance standards that the government is actually looking for. This a clearance war. Whoever controls the pane controls this concept. This is not financial advice, just connecting dots before the market does.

Not very regarded sadly. MSFT. But maybe IM regarded enough to still make the post?

Mentions:#MSFT

money rotation into mag7 again lets go MSFT!

Mentions:#MSFT

yeah those little meme stocks took a big hit but now that the fears are subsided, i think they can easily run again. Especially those with connections to MSFT or OpenAI $NBIS $CRWV $CRCL

Mentions:#MSFT#NBIS