Microsoft Corporation MSFT

$MSFT Total joke this is down. Amazing Qrt!!

Great buying opp if you don’t own enough. Going higher.

$MSFT ? Microsoft over and over again on the earnings call: DEMAND FOR AZURE AI FAR OUTSTRIPPED SUPPLY

must have been said 10+ times. Theme of the call "we're capacity constrained"

On CapEx - will continue build out as long as demand signals persist, which as of now are very strong

$MSFT ?Best of Breed. Bouncing Back! ?

Wait wait wait, is this turning green????

It is gonna be awesome if it do

I don’t own it, but love to see it turns green just to fuck the shorts

$MSFT ? MICROSOFT $MSFT CEO SATYA NADELLA SAYS HAVE OVER 60,000 AZURE AI CUSTOMERS, UP NEARLY 60% YoY

MICROSOFT SAYS OVER 77,000 CUSTOMERS HAVE ADOPTED GITHUB COPILOT, UP 180% YoY

MICROSOFT SAYS MICROSOFT TEAMS HAS SURPASSED 3 MILLION SEATS, UP 400% YoY

A lot of people get in this from the passed few weeks only because of trump

Now they losing money because of Trump

Real money is still in NVDA and TSM

$MSFT ? Microsoft's $MSFT capex rose nearly 36% QoQ and 78% YoY to $19B in fiscal Q4.

The AI arms race continues.

$GOOG $AMZN $META $NVDA $AMD $AVGO

$MSFT Overblown. Relax. Best of Breed. ???
Conference Call will burn the Bears…

$MSFT ? $MSFT beat on 11 of 12 operating metrics. The only one they missed was Intel Cloud (Azure) by 0.6%. The result; Stock is down 7%. This defines pressure point.