MSFT
Microsoft Corporation - Common Stock - Recent news and sentiment analysis
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MSFT Price & Sentiment Over Time
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MSFT making me MHRD
Meta calls and MSFT calls. Er is after the bell. Good luck
Meta calls and MSFT calls. Er is after the bell. Good luck
Today’s market moves are bogus until Fed, Msft,tsla and meta decisions come out
Today’s market moves are bogus until Fed, Msft,tsla and meta decisions come out
MSFT Earnings: Reading Between the Lines (What Satya isn’t telling you - Beat and Bleed pattern)
I just spent the last few hours digging through the transcripts of Microsoft’s last three earnings calls (Q3 FY25, Q4 FY25, and Q1 FY26). While the headlines all scream "BEAT," the subtext in the Q&A tells a much more defensive story. If you’re holding $MSFT, you need to look at what they are not saying. 1. The "Fungible Fleet" Shell Game (The Dodges) Satya Nadella has a new favorite word: "Fungible." When analysts (like Morgan Stanley’s Keith Weiss) press him on the ROI timeline for their $30B+ quarterly capex, Satya dodges. He avoids the "when" by claiming their GPU clusters are a "fungible fleet"—meaning if AI demand drops, they can just use them for standard cloud. The Reality: AI-optimized datacenters have vastly different power and cooling requirements. You can’t just flip a switch back to 2018-style hosting without massive efficiency losses. He’s dodging the risk of a GPU bubble by pretending the hardware is universal. 2. The "OpenAI" Accounting Trick (Missing Metrics) Starting this past quarter (Q1 FY26), Microsoft began pushing "Non-GAAP" adjustments specifically to strip out OpenAI’s losses. They are essentially asking you to look at a "clean" EPS that ignores the multi-billion dollar burn of their most important partner. They also stopped breaking down Azure's "base" growth vs. "AI" growth as clearly. By bundling them, they’re masking a potential slowdown in the core, non-AI cloud business. 3. From "Racing" to "Restricted" (Language Shift) Check the vibe shift in the exact wording used by CFO Amy Hood: Early 2025: "We are racing to meet surging demand." (Confident/Aggressive) Late 2025: "We are capacity-constrained... supply will not meet demand until at least June 2026." (Cautious/Defensive) They’ve moved from bragging about growth to managing expectations for a long period of capped upside. 4. The "Sovereign Cloud" Pivot (New Talking Points) Suddenly, "Sovereign Cloud" (keeping data within specific national borders) is a major talking point. This usually appears when a company is hitting massive regulatory friction in the EU and Asia. They aren't saying "we're losing ground in Europe," but they are suddenly obsessed with telling you how they're building "local" clouds. 5. The "Beat and Bleed" Pattern Despite beating numbers, the stock has been getting punished 14 days out from every call. Here’s how the guidance framing has killed the momentum: | Quarter | Guidance Framing | 1-Day Move | 2-Week Move | | :--- | :--- | :--- | :--- | | **Q3 FY25** (Apr) | "Acceleration in H2" | +7.6% | +5.2% | | **Q4 FY25** (July) | "Capex will exceed $30B" | +3.9% | -1.2% | | **Q1 FY26** (Oct) | "Constraints until mid-2026" | -2.9% | -5.8% | The Bottom Line The pattern is Infrastructure Anxiety. Microsoft is no longer a software company in the eyes of the market; it's a high-cost real estate and utility play. The "hidden" message in these calls is that their growth is now capped by how fast they can pour concrete, not how good their code is. TL;DR: Satya is hiding the OpenAI burn with new accounting math and distracting from the massive Capex bill with the "fungible fleet" argument. The market has noticed, and the "Beat and Bleed" trend is real.
$MSFT Azure printing will mean gcp and aws doing bad. $MSFT missing means gcp and aws do bad. Whe...
$MSFT Azure printing will mean gcp and aws doing bad. $MSFT missing means gcp and aws do bad. Where is the logic
Guys I’m scared for my MSFT call
Guys I’m scared for my MSFT call
Dang wild earnings tomorrow… ASML MSFT META TSLA to name a few
Dang wild earnings tomorrow… ASML MSFT META TSLA to name a few
If META and MSFT crush it, we gonna flyyyyy
If META and MSFT crush it, we gonna flyyyyy
The key will be if NVDA can hold 190 tomorrow into close. We then will need Meta and Msft to reconf...
The key will be if NVDA can hold 190 tomorrow into close. We then will need Meta and Msft to reconfirm cap spend and beat earnings. If that happens then NVDA off to races and will break 200 into its earnings.
There’s so many “negative” narratives you could chose from yet the market is still going up. It’s du...
There’s so many “negative” narratives you could chose from yet the market is still going up. It’s due to rocket. Buy then, buy now, keep on buying. AI trade is back, I love you MSFT and NVDA
MSFT or META puts? there must be a sacrifice - 🐻
MSFT or META puts? there must be a sacrifice - 🐻
is msft still ok for calls
is msft still ok for calls
MSFT gets a lot of shit for being a boomer stock but the entire market and all of your monies hinges...
MSFT gets a lot of shit for being a boomer stock but the entire market and all of your monies hinges on its earnings tomorrow.
I have msft calls I’m up on that are months out so I’m hoping it rips
I have msft calls I’m up on that are months out so I’m hoping it rips
Meant to say msft. The spell check is retarded. Anyways shares is no big deal I guess. Just don’t yo...
Meant to say msft. The spell check is retarded. Anyways shares is no big deal I guess. Just don’t yolo calls
lol I work for msft bro, not mstr. We just released a new chip, and I’m deep af in shares. I’m very ...
lol I work for msft bro, not mstr. We just released a new chip, and I’m deep af in shares. I’m very comfortable w this
MSFT calls and meta calls. Tesla not so sure.
MSFT calls and meta calls. Tesla not so sure.
Tesla baked in. Won't drop to much. Imo meta puts Msft calls. Meta Capex will be to high
Tesla baked in. Won't drop to much. Imo meta puts Msft calls. Meta Capex will be to high
Msft and amzn
Tsla puts. Msft calls. Meta calls.
Tsla puts. Msft calls. Meta calls.
msft is about to rip
MSFT to 535 after earnings
MSFT to 535 after earnings
Fed, meta, Msft Wallahi we are genuinely not bullish enough
Fed, meta, Msft Wallahi we are genuinely not bullish enough
MSFT -5%, META -20%, and TESLER +30%
MSFT -5%, META -20%, and TESLER +30%
Is AMZN top cloud position threatened by MSFT and GOOG who provide both cloud and in house AI so the...
Is AMZN top cloud position threatened by MSFT and GOOG who provide both cloud and in house AI so there's better vertical integration with Microsoft and Google compared to AMZN who is still scrambling to get its own AI together?
Let's get to 725 first 🥇 we know meta and msft gonna just single handley blow up the market tomorrow...
Let's get to 725 first 🥇 we know meta and msft gonna just single handley blow up the market tomorrow
Let's just say MSFT, META, and TSLA all beat and spike 3-5% each tomorrow. SPY target would be??
Let's just say MSFT, META, and TSLA all beat and spike 3-5% each tomorrow. SPY target would be??
Jerome Powell comes out says 2 sentences, qqq dumps to $622 buy the dip right before meta/msft earni...
Jerome Powell comes out says 2 sentences, qqq dumps to $622 buy the dip right before meta/msft earnings $635 easy peasy!!
WINDOWS 69 confirmed. MSFT 🚀
WINDOWS 69 confirmed. MSFT 🚀
That MSFT collab saved my RRs
That MSFT collab saved my RRs
MSFT, Meta, Tesla and fed decision: which one of these is bullish tomorrow ? My guess is all 👍
MSFT, Meta, Tesla and fed decision: which one of these is bullish tomorrow ? My guess is all 👍
Holding MSFT calls till ER. 💎 🤚🚀🚀🚀🚀
Holding MSFT calls till ER. 💎 🤚🚀🚀🚀🚀
MU forward PE 10 ORCL Forward PE 22 NFLX forward PE 22 META forward PE 23 UBER forward PE 23....
MU forward PE 10 ORCL Forward PE 22 NFLX forward PE 22 META forward PE 23 UBER forward PE 23.5 NVDA forward PE 25 MSFT forward PE 26 AAPL forward PE 28.5 GOOGL forward PE 30 AMZN forward PE 31 AVGO forward PE 32 VRT forward PE 35 APP forward PE 36 AMD forward PE 37 HOOD forward PE 41 TSLA Forward PE 201
NBIS +7% on no news, insider markets know something we don't. The last time this happened MSFT and M...
NBIS +7% on no news, insider markets know something we don't. The last time this happened MSFT and Meta announced partnerships and shit went parabolic
Will MSFT die if intel has fab issues and ram is at all time high?
Will MSFT die if intel has fab issues and ram is at all time high?
MSFT and META too
Imagine selling MSFT at 440
Imagine selling MSFT at 440
Glad for that little pullback to renter AGQ, and MSFT and GOOG calls
Glad for that little pullback to renter AGQ, and MSFT and GOOG calls
I always severely underestimate the crack pipe hope that markets get priced for leading up to Fed ca...
I always severely underestimate the crack pipe hope that markets get priced for leading up to Fed calls/big earnings. Fed won’t cut and Meta/Msft showing accelerated returns on AI capex is sketch at best.
Msft green green
#Ban Bet Won --- /u/Resident_Area_1474 made a bet that MSFT would go to 480.0 within **1 week** whe...
#Ban Bet Won --- /u/Resident_Area_1474 made a bet that MSFT would go to 480.0 within **1 week** when it was 446.18 and it did, congrats gigabrain. Their record is now 1 wins and 0 losses [**Join WSB Discord**](https://discord.gg/wsbverse)
me when I have tech calls: GREENLAND WAR me when I have MSFT calls: qqq +1.5%, msft -2.25% me when...
me when I have tech calls: GREENLAND WAR me when I have MSFT calls: qqq +1.5%, msft -2.25% me when I finally sold all tech and MSFT calls: qqq +1%, MSFT 4green days in a row RIGGED (and also me being retarded, imagine holding positions for more than 5 days)
NVDA, META, GOOGL are still mega undervalued. AMZN, NFLX is cheap. MSFT, AAPL are not super che...
NVDA, META, GOOGL are still mega undervalued. AMZN, NFLX is cheap. MSFT, AAPL are not super cheap but they're fair valued and will keep pumping too.
Tsla, msft, asml, Meta, Who's gunna boom, and who's gunna bust?
Tsla, msft, asml, Meta, Who's gunna boom, and who's gunna bust?
Msft, meta, TSLA and fed talks all in one day tomorrow.
Msft, meta, TSLA and fed talks all in one day tomorrow.
msft , meta
Got some MSFT to unload. Let's see what Credit Suisse's appetite is like
Got some MSFT to unload. Let's see what Credit Suisse's appetite is like
MSFT hitting 500 by end of feb? or will they tank after earnings tomorrow
MSFT hitting 500 by end of feb? or will they tank after earnings tomorrow
AI trade sucking all the oxygen out of the room today. If MSFT shows awful returns on all the spend ...
AI trade sucking all the oxygen out of the room today. If MSFT shows awful returns on all the spend again, it’s over.
MSFT & AAPL going back up prly.
MSFT & AAPL going back up prly.