MSFT

a few more rough percentages: Oracle 45%, CoreWeave 65%, AMD 25%, TSMC 10%, MSFT 12%

even msft is red now lol

Once Msft dies it’s over 

Picked the right ponies yesterday. Cashed out up a little on Amazon calls and MSFT calls and back to cash.

Only in MSFT and META, the first letters come first in Mag7 so MSFT and META was my play. Things are okay.

How is AMZN, META and MSFT nearly flat on a blood red day?

I did on others like MU, NVDA, IREN, ASTS, RDDT etc through the year but then bought MSFT at 505 when it slipped down thinking it’s a good entry point. CRWV at 110. And fucking AVGO at 414 as an earnings play and they all have crashed wiping out all my yearly gains.

Mag7 performance YTD: - GOOG: +57% - TSLA: +28% - NVDA: +25% - MSFT: +14% - AAPL: +13% - META: +10% - AMZN: +1%

Orcl hit pieces, NVDA hit pieces, the Msft hit piece It’s like as soon November 1st hit all the bad news came to the front pages

MSFT will sit on the sidelines tho. No BSOD in the field.

Can we get a BEEG Shrek candle on GOOG and MSFT today

MSFT back to dumping yet again?

In the mood for guacamole all of the sudden. Anyway, $MSFT to $485 this week. I can feel it in my ⚽️⚽️

amazon -12,5% on the yearly for me as a european because of the dollar decline msft -6% and meta -5% ytd, yeah great „ai“ bubble

AAPL -1.3% MSFT -3.06% AMZN -.8% NVDA -6.6% GOOGL -2.59% META -1.27% TSLA +11.6% Last 5 trading days... which are you buying tomorrow

they have a $30b contract of revenue and will start earning openai shifitng away from msft to amazon

tsla up 29% ytd beating Amzn, Meta, Msft, Aapl, Nvda

MSFT about to breakout imo, up or down is the question. Also UBER is giving me depression

MSFT would be the largest company in the world if they could just make outlook search functional

MSFT is moving like we wont be using its software even in 2050

Bill gates isn’t even assosiated with MSFT anymore, it’s like 5% of his net worth

This is true for the following: AMZN ADBE DIS HD META MSFT NFLX Why no warning about them? Are you not vigilant?

Because AMZN, MSFT and META don’t have a successful Cybertruck.

I see how MSFT is scaling back on CoPilot. I used it earlier but on a PowerPoint deck, and it just started drooling.

I've had better networking opportunities in a Waffle House at 4am than LinkedIn could ever give me. Poots on MSFT.

TSLA ytd beating AMZN, Msft, meta and almost matching NVDA is so disrespectful 😂😂😂

I’m starting to question whether MSFT is a real company with an office, product, and earnings or if it’s like MSTR

Not for a while based off how the market has been treating meta, AMZN, NVDA, Msft and others

MSFT is a good buy, but fuck that POS of AMZN

Unless these stock cure fucking cancer, don’t play weeklies on it unless you scalp. (AMZN, NVDA, MSFT) trying to save you idiots on money

NVDA is gonna be like AMZN and MSFT - No clear direction

Why is WMT more expensive than AMZN, AAPL, GOOG, META and MSFT? Is the market regarded?

MSFT AI madness, shoving a clanker in every product backfiring from OS to Office.. mass abandonment in progress

#Another day of MSFT and COST drilling. How original LMAO🤌

MSFT calls… late summer ☀️

Never thought NBIS would close the MSFT deal gap...and yet it looks like it's going to close the gap. Reminds me of the RDDT gap at $80 that seemed impossible to fill when it ran to $200...and then it filled. The market is crazy, bruh.

Decided to move my port from risky shit to SPY & MSFT a few weeks ago. Have just been getting absolutely gaped by both.

SPY teasing us by nearly getting back to zero (I'm still down like 40% in a week RIP). MSFT still dying tho, nothing new there

baba: -- elite AI team (Qwen model) -- own AI agent (Accio Agent) + Ecommerce -- won price battle against meitun, jd --expanding into AI consumer hardware: Quark AI glasses --homegrown AI chip: T-Head's PPU -- expanding Cloud business (34% yoy), already leader (36% market share in China, 4% global = Nr.4 behind Amzn, goog, msft) down $45 from october peak

So far: MSFT is down 13% from ATH META 19% Nvidia 12,5% Amazon 19% AAPL 4% Google 4% AVGO 21% ORA 40% PLNTR 13% Netflix 30% NBIS 42% ASML 4% TSLA is X with ATH.

What are you buying now? already have plenty of GOOG, MSFT, and NVDA. Not interested in other FAANG or Mag 7

Company fundamentals don't matter anymore due to index options. If they want to drop SPY to 670 they'll just sell Amazon or something with a big weight. Nobody cares about earnings or fundamentals now that degens spam 0dte. Too many people buying Tesla to sell into? Sell MSFT. Too many people buying MSFT? Sell Nvidia. Nvidia being bought? Dump Meta. Trash market where stocks are just weights instead of actual companies.

That’s why I full ported MSFT. I will probably lose it all, but, I’m listening to my gut instead of talking myself out of it. Fuck it. $50K ball

I’m trying this new thing where I full ported in MSFT March calls because I always tell myself at that time, “man, what if I bought back then?!” So $50K in lol.

Full port msft puts🌈🐻

MSFT calls at the open will pay off again

SPY & MSFT have nearly totally wiped out my Gold profits, in the space of like a week

I wish; msft has done nothing but slow bleed since I bought 

Wouldn't AI be the leading sector though? In which case it went simultaneously with the leaders?  So those 4-5 you names WERE the leaders, or watch out for them to be the NEW leaders? Or both bc they were the former leaders? I just am not sure if they were the leaders before. Wasn't MSFT and AMZN and APPL the leaders previously? Idk.

In a few years - AMAZ, MSFT, or GOOG are going to scoop up all these flopped AI datacenters for pennies on the dollar and lower their operating costs. Not touching them til then.