MSFT

Wtf happened to $msft ?

silicon valley must do something about the mumbai cartel... $msft , $goog etc all bed shitters

I just hope $msft goes to 480 by next er

MSFT Beat, as did GOOGL

both MSFT and GOOGL dropped after ER due to capex guidance exceeding expectations. this can't bode well for AMZN tomorrow, right?

MSFT really can't have a green day without giving it all back.  Fuck em I'm glad my leaps are already worthless or I'd be mad

#Updated MAG7 Earnings Report: #NFLX - MISSED #NVDA - #MSFT - MISSED #AMZN - #AAPL - BEAT #TSLA - MISSED #GOOG - MISSED #META - BEAT #LMAO🤌

OMFG reloaded my MSFT puts after making $750 yesterday and it looks like it might pay off in the morning. 🥹

#Every time any tech company in the world drops, MSFT is like "let me drop too bro" LMAO🤌

dawg why is MSFT selling off? what a piece of dogshit

Sometimes old people on vanguard accidentally type MSFT instead of MSTR into the ticker and sell a large chunk of their shares

I heared the same about MSFT…

Why is $msft dumping on google er ? Because of cloud growth ?

I'm thinking 0DTE msft put (again)

0DTE MSFT put ain't a coinflip, it was a calculated decision obviously

Respectfully I disagree. Stocks like MSFT and AMD have sold off this season despite solid earnings mostly as a matter of valuation & some uncertainty, but nothing enough to crater the market. And if you look at SPY, it's basically just been in a slow trend upwards for the past few months with higher lows. The fact that GOOGL tanked on these earnings and then shot right back up is purely because the market needs an excuse to march upwards. Institutions already know NVDA earnings will be solid so the main issue is whether the return will be there for the diggers not the shovel sellers. TLDR: We're on edge, reasonably solid earnings are enough to march forward at least until end of this month and then who knows what. Capex spending is huge which bodes well for the shovel seller and there isn't enough time yet to determine if the diggers are reaping returns.

Yay Google did not pull an AMD or MSFT….yet. These bags are heavy

Doubled down on my MSFT LEAPS.

So MSFT tanks. GOOG stays flat. AMZN pops?

IMO this report pretty much crowns them as the AI winner as of right now, MSFT & AMZN just got gaped as GOOG went from 3rd in cloud to 1st.

Google carrying this market. while MSFT crashing the market. 😂

MSFT don't like this

MSFT is a piece of fucking shit

What sentiment changed for $msft ?

So msft dumped on capex increase while google pumped

MSFT and Open AI is joint at the hip eh?

Google all depends on what that capex number breakdown is for. Google might fall into the Msft capex trap where investors are wondering about returns and if it’s just another cash burn

I think MSFT got bad Datacenter number so all that money can give to Amazon and Google. So probably ya lol

Regard question, but do you guys think Google might have saved tech stocks like AMD, MSFT, NVDIA?

WEVE BEEN JUDGING STORAGE WITH TECH INCORRECTLY. The reason GOOG, MSFT, ETC are having large capital expenditures is because they need to fulfill the growing demand for memory and storage. This is fueled by Al, they will bite the bullet now because in the end if they stay on top once the semiconductor prices drop down towards the end of the decade. The Al ship will be running smoothly and much cheaper. These companies can't slow down or else they will literally fall behind. This is almost bound to happen with the really large names. Fully bullish for Micron, Western Digital, SK Hynix, Samsung, Sandisk, Seagate.

WEVE BEEN JUDGING STORAGE WITH TECH INCORRECTLY. The reason GOOG, MSFT, ETC are having large capital expenditures is because they need to fulfill the growing demand for memory and storage. This is fueled by Al, they will bite the bullet now because in the end if they stay on top once the semiconductor prices drop down towards the end of the decade. The Al ship will be running smoothly and much cheaper. These companies can't slow down or else they will literally fall behind. This is almost bound to happen with the really large names. Fully bullish for Micron, Western Digital, SK Hynix, Samsung, Sandisk, Seagate.

wide breadth of customers 1st jap against msft

GOOG is eating OpenAI and MSFT market share. It's making Apple look like a one trick pony. It's got its own hardware and very little reliance on third party bottlenecks. It's revenue machine is growing absurdly fast for its size. Any dip is just a buying opportunity. Capex is higher than expected, so what, they're investing in seizing the moment.

Didn’t sell out of MSFT when I should’ve today, hanging on for another push tomorrow over 418 but lowkey don’t expect much 🥲

Only complete retards use Bing so the data MSFT used to make Copilot is probably skewed towards answering questions like "Why does my tap water taste like lead? And why do I like it that way?"

GOOGL not doing an SAP or MSFT counts as a win.

This is the first day I've seen MSFT green all year lol

ya, concerning for amzn & msft

$GOOGL earnings call dependant on $msft and $amzn future...

The fuck MSFT go up

And ofcourse msft starts dumping for absolutely no reason

So MSFT drops on Google earnings as well as its own…ok

Google has it all, their spending just prints money msft could only dream about google's breadth imagine owning a big chunk of spacex, waymo, anthropic, ...

Msft to $200 soon. Bought puts on that shit.

goog > msft

MSFT LMFAO Where are you going?!

MSFT bols lol

im calling it MSFT by 450 by end of February

i hate it here, im going back to spam buying my beautiful canadian equities JK PORTED RDDT & MSFT