• xc__xc__
      ·14:44

      Microsoft Earnings: Morgan Stanley Sees High-30s Azure Growth — Can This Report Finally Validate Copilot ROI and Deliver Full YTD Recovery? 😱📈

      $Morgan Stanley Bitcoin Trust ETP(MSBT)$ $Morgan Stanley Bitcoin Trust ETP(MSBT)$ $Microsoft(MSFT)$ Microsoft is heading into its Q3 earnings with Morgan Stanley expressing clear confidence in high-30s constant-currency Azure growth, backed by strong channel checks, improving GPU capacity, and positive CIO survey data. 😤 Shares have already staged a sustained rebound in recent sessions, but the real test comes this week: can the numbers finally prove that Copilot and AI infrastructure investments are delivering measurable ROI, or will the market remain skeptical? With year-to-date losses still fresh in investors’ minds, a strong beat could trigger a full recovery
      52Comment
      Report
      Microsoft Earnings: Morgan Stanley Sees High-30s Azure Growth — Can This Report Finally Validate Copilot ROI and Deliver Full YTD Recovery? 😱📈
    • enweiteoenweiteo
      ·04-21 13:39
      🥰😍 good luck start to earn profit
      136Comment
      Report
    • enweiteoenweiteo
      ·04-21 13:37
      🥰😍 good luck start to earn profit
      87Comment
      Report
    • WeChatsWeChats
      ·04-19
      $Microsoft(MSFT)$  MSFT Rips to $420 Ahead of Q3 Earnings — Is the Bottom In or Is This a Pre-Earnings Trap? ​Microsoft ($MSFT) is suddenly back on the offensive, decisively reclaiming the psychological $400 level and surging straight to $420. With Q3 FY2026 earnings looming on April 29, the market is aggressively bidding up the tech giant. The bullish narrative is heavily reliant on two things: consistent Azure cloud growth and concrete proof of AI Copilot monetization. But with the stock still carrying YTD baggage and sitting well below its $450+ peak, active traders must determine if this is a genuine structural recovery or just a low-volume pre-earnings pump waiting to be sold. ​Here is the real setup beneath the surface as we approach Ap
      2711
      Report
    • AussieGardenerAussieGardener
      ·04-19
      $Microsoft(MSFT)$  lets hope so [Bless]  [Helpless]  
      125Comment
      Report
    • MrzorroMrzorro
      ·04-19
      Microsoft Investors Position for More Upside as Stock Nears Bull Market $Microsoft(MSFT)$   investors, traders and speculators are positioning for more upside potential in the software giant, signaling expectations that the company's next quarterly financial results will impress Wall Street. Call options that give their holder the right to buy Microsoft shares at $445 by May 15 attracted the biggest volume among options tied to the software giant Friday except for the zero-days-to-expiration (0DTE) contracts. That expiration date is about two weeks after the company is scheduled to release its next quarterly earnings. The strike price is more than $22 above the current stock price of $422.65. The stock has
      4411
      Report
    • Investordude1301Investordude1301
      ·04-18
      $Microsoft(MSFT)$  it's time for MSFT to roar again! Momentum and investors' perception of their fundamentals are finally on its side now
      1.25K2
      Report
    • lumeowlumeow
      ·04-17
      $Microsoft(MSFT)$  huge upside potential? 
      2601
      Report
    • vuvence IXvuvence IX
      ·04-16
      $Microsoft(MSFT)$  Yes, because there is not going to be a global shift away from MSWORD and EXCEL. Microsoft should be rewarded for giving the world Excel, it is so useful for so many things. Will buy more if it pulls back again.
      1.02KComment
      Report
    • BK11BK11
      ·04-15
      $Microsoft(MSFT)$  🐲🐲🐲
      64Comment
      Report
    • xc__xc__
      ·04-15

      Microsoft Roars Back to $384: Claude in Office Ignites AI Productivity Gold Rush or Just a Temporary Spark? 😱📈

      $Microsoft(MSFT)$ Microsoft surged 3.64% to $384.37 today, staging a strong recovery alongside the broader tech sector as Anthropic launched the Claude for Word beta plugin, prompting markets to reprice the massive expansion potential of AI-driven productivity ecosystems. 😤 This move underscores the accelerating monetization of AI office workflows, where Copilot and Claude are no longer pure competitors but mutual validators of a new era where agents handle everything from document generation to real-time collaboration. With $380 now firmly established as support, the question is whether Microsoft can reclaim leadership among mega-cap tech names by capitalizing on the AI office restructuring that turns every Word, Excel, and Teams session into a h
      789Comment
      Report
      Microsoft Roars Back to $384: Claude in Office Ignites AI Productivity Gold Rush or Just a Temporary Spark? 😱📈
    • Option_MoversOption_Movers
      ·04-14

      Option Movers | Microsoft Sees 74% Call Options; Oracle's $160 Call Soars 1967%

      The S&P 500 and the Nasdaq composite indexes rallied more than 1% on Monday (Apr. 13) as investors appeared hopeful that a resolution to the Middle East war ​could be found while they looked past the failed weekend talks between the U.S. and Iran and monitored the start of the earnings reporting season. After a muted start to ‌the day the Nasdaq and the S&P 500 picked up some steam on Monday afternoon after U.S. President Donald Trump said that Iran wants to make a deal but that he will not come to any agreement that allows Tehran to have a nuclear weapon. Regarding the options market, a total volume of 54,614,147 contracts was traded on Monday. Top 10 Option Volumes Top 10: $Tesla Motors(TSLA)$, $NVI
      1.37K1
      Report
      Option Movers | Microsoft Sees 74% Call Options; Oracle's $160 Call Soars 1967%
    • jfsrevgjfsrevg
      ·04-14

      $MSFT Lags the Market While Another Bear Flag Takes Shape

      $Microsoft(MSFT)$ — Bear flag breakdown, with further RS divergence as the next bear flag develops After leading the initial breakdown, $MSFT is forming another bear flag off the March 27 low, with VCP and RS bearish divergence developing even as the broader market rallied. Price is now sitting on the flattening 10-MA, with a declining 20-MA approaching towards the price. Market Cap $2.7T | ADR: 2% | Avg $ Volume: $14B As I wrote on MAR18: Microsoft has broken below a 7-year trendline support and failed to reclaim it during the early March bounce, despite a 10 vs 20-MA golden cross attempt. The past 6 weeks of tight, congestive price action have developed into a bearish flag with price is now less than 5% away from its 9-month low. There are actua
      1.87KComment
      Report
      $MSFT Lags the Market While Another Bear Flag Takes Shape
    • 点点点弓长点点点弓长
      ·04-13
      $微软(MSFT)$  Microsoft (MSFT) is developing new features for Copilot it hopes will make the AI assistant function more like OpenClaw, The Information reported Monday, citing a company statement.
      1.77K1
      Report
    • MkohMkoh
      ·04-13
      $Microsoft(MSFT)$ long term holding
      212Comment
      Report
    • MrzorroMrzorro
      ·02-10
      Microsoft Cheaper Than IBM: Overshoot or Repricing? Software has been one of the weakest corners of US equities so far in 2026. The S&P 500 Software and Services index is over 15% lower year to date, and the drawdown accelerated after $Microsoft(MSFT)$   's earnings in late January helped turn a slow bleed into a sector wide de-risk.   In the seven sessions through last Thursday, the index shed roughly $1T in market value, a move that quickly earned the nickname "softwaremageddon." The bounce only showed up late: the software index rose 2.4% on Friday after falling more than 17% over the prior seven sessions, then added another 2.9% on Monday. Even after the rebound, it was still roughly 13% b
      3.22K1
      Report
    • Huat99Huat99
      ·02-09
      🧠 $Microsoft(MSFT)$ — Inflection Analysis The market is stuck on capex fear. The data says demand is already locked in. Microsoft’s AI-driven cloud engine has moved from speculation to backlog-backed execution, with monetization now visible in Azure growth and RPO expansion. 📈 Inflection status: CONFIRMED POSITIVE Revenue, margins, and cash flow continue to inflect upward. Atomic evidence: • Azure growth re-accelerated to ~40% (FY26 Q1) • Commercial RPO surged to $625B, +110% YoY • AI now contributes ~16pts to Azure growth (+400bps in 6 months) • OpenAI signed ~$250B incremental Azure consumption deal • Operating cash flow +56% vs FY23 ⚠️ Bottleneck: GPU capacity and datacenter power limit near-term fulfillment. 💰 Price-conditioned
      2.14K1
      Report
    • NewbieCKNewbieCK
      ·02-06
      A good buy and bear market is coming 
      1.45KComment
      Report
    • frenchtoastfrenchtoast
      ·02-05
      $Microsoft(MSFT)$  just bought more, good buying opportunity.
      1.08KComment
      Report
    • Stanley C YStanley C Y
      ·02-05
      $Microsoft(MSFT)$  good 😊 holding and for long term 
      1.17KComment
      Report
    • xc__xc__
      ·14:44

      Microsoft Earnings: Morgan Stanley Sees High-30s Azure Growth — Can This Report Finally Validate Copilot ROI and Deliver Full YTD Recovery? 😱📈

      $Morgan Stanley Bitcoin Trust ETP(MSBT)$ $Morgan Stanley Bitcoin Trust ETP(MSBT)$ $Microsoft(MSFT)$ Microsoft is heading into its Q3 earnings with Morgan Stanley expressing clear confidence in high-30s constant-currency Azure growth, backed by strong channel checks, improving GPU capacity, and positive CIO survey data. 😤 Shares have already staged a sustained rebound in recent sessions, but the real test comes this week: can the numbers finally prove that Copilot and AI infrastructure investments are delivering measurable ROI, or will the market remain skeptical? With year-to-date losses still fresh in investors’ minds, a strong beat could trigger a full recovery
      52Comment
      Report
      Microsoft Earnings: Morgan Stanley Sees High-30s Azure Growth — Can This Report Finally Validate Copilot ROI and Deliver Full YTD Recovery? 😱📈
    • WeChatsWeChats
      ·04-19
      $Microsoft(MSFT)$  MSFT Rips to $420 Ahead of Q3 Earnings — Is the Bottom In or Is This a Pre-Earnings Trap? ​Microsoft ($MSFT) is suddenly back on the offensive, decisively reclaiming the psychological $400 level and surging straight to $420. With Q3 FY2026 earnings looming on April 29, the market is aggressively bidding up the tech giant. The bullish narrative is heavily reliant on two things: consistent Azure cloud growth and concrete proof of AI Copilot monetization. But with the stock still carrying YTD baggage and sitting well below its $450+ peak, active traders must determine if this is a genuine structural recovery or just a low-volume pre-earnings pump waiting to be sold. ​Here is the real setup beneath the surface as we approach Ap
      2711
      Report
    • MrzorroMrzorro
      ·04-19
      Microsoft Investors Position for More Upside as Stock Nears Bull Market $Microsoft(MSFT)$   investors, traders and speculators are positioning for more upside potential in the software giant, signaling expectations that the company's next quarterly financial results will impress Wall Street. Call options that give their holder the right to buy Microsoft shares at $445 by May 15 attracted the biggest volume among options tied to the software giant Friday except for the zero-days-to-expiration (0DTE) contracts. That expiration date is about two weeks after the company is scheduled to release its next quarterly earnings. The strike price is more than $22 above the current stock price of $422.65. The stock has
      4411
      Report
    • enweiteoenweiteo
      ·04-21 13:39
      🥰😍 good luck start to earn profit
      136Comment
      Report
    • enweiteoenweiteo
      ·04-21 13:37
      🥰😍 good luck start to earn profit
      87Comment
      Report
    • AussieGardenerAussieGardener
      ·04-19
      $Microsoft(MSFT)$  lets hope so [Bless]  [Helpless]  
      125Comment
      Report
    • Investordude1301Investordude1301
      ·04-18
      $Microsoft(MSFT)$  it's time for MSFT to roar again! Momentum and investors' perception of their fundamentals are finally on its side now
      1.25K2
      Report
    • lumeowlumeow
      ·04-17
      $Microsoft(MSFT)$  huge upside potential? 
      2601
      Report
    • xc__xc__
      ·04-15

      Microsoft Roars Back to $384: Claude in Office Ignites AI Productivity Gold Rush or Just a Temporary Spark? 😱📈

      $Microsoft(MSFT)$ Microsoft surged 3.64% to $384.37 today, staging a strong recovery alongside the broader tech sector as Anthropic launched the Claude for Word beta plugin, prompting markets to reprice the massive expansion potential of AI-driven productivity ecosystems. 😤 This move underscores the accelerating monetization of AI office workflows, where Copilot and Claude are no longer pure competitors but mutual validators of a new era where agents handle everything from document generation to real-time collaboration. With $380 now firmly established as support, the question is whether Microsoft can reclaim leadership among mega-cap tech names by capitalizing on the AI office restructuring that turns every Word, Excel, and Teams session into a h
      789Comment
      Report
      Microsoft Roars Back to $384: Claude in Office Ignites AI Productivity Gold Rush or Just a Temporary Spark? 😱📈
    • Option_MoversOption_Movers
      ·04-14

      Option Movers | Microsoft Sees 74% Call Options; Oracle's $160 Call Soars 1967%

      The S&P 500 and the Nasdaq composite indexes rallied more than 1% on Monday (Apr. 13) as investors appeared hopeful that a resolution to the Middle East war ​could be found while they looked past the failed weekend talks between the U.S. and Iran and monitored the start of the earnings reporting season. After a muted start to ‌the day the Nasdaq and the S&P 500 picked up some steam on Monday afternoon after U.S. President Donald Trump said that Iran wants to make a deal but that he will not come to any agreement that allows Tehran to have a nuclear weapon. Regarding the options market, a total volume of 54,614,147 contracts was traded on Monday. Top 10 Option Volumes Top 10: $Tesla Motors(TSLA)$, $NVI
      1.37K1
      Report
      Option Movers | Microsoft Sees 74% Call Options; Oracle's $160 Call Soars 1967%
    • jfsrevgjfsrevg
      ·04-14

      $MSFT Lags the Market While Another Bear Flag Takes Shape

      $Microsoft(MSFT)$ — Bear flag breakdown, with further RS divergence as the next bear flag develops After leading the initial breakdown, $MSFT is forming another bear flag off the March 27 low, with VCP and RS bearish divergence developing even as the broader market rallied. Price is now sitting on the flattening 10-MA, with a declining 20-MA approaching towards the price. Market Cap $2.7T | ADR: 2% | Avg $ Volume: $14B As I wrote on MAR18: Microsoft has broken below a 7-year trendline support and failed to reclaim it during the early March bounce, despite a 10 vs 20-MA golden cross attempt. The past 6 weeks of tight, congestive price action have developed into a bearish flag with price is now less than 5% away from its 9-month low. There are actua
      1.87KComment
      Report
      $MSFT Lags the Market While Another Bear Flag Takes Shape
    • vuvence IXvuvence IX
      ·04-16
      $Microsoft(MSFT)$  Yes, because there is not going to be a global shift away from MSWORD and EXCEL. Microsoft should be rewarded for giving the world Excel, it is so useful for so many things. Will buy more if it pulls back again.
      1.02KComment
      Report
    • 点点点弓长点点点弓长
      ·04-13
      $微软(MSFT)$  Microsoft (MSFT) is developing new features for Copilot it hopes will make the AI assistant function more like OpenClaw, The Information reported Monday, citing a company statement.
      1.77K1
      Report
    • BK11BK11
      ·04-15
      $Microsoft(MSFT)$  🐲🐲🐲
      64Comment
      Report
    • MkohMkoh
      ·04-13
      $Microsoft(MSFT)$ long term holding
      212Comment
      Report
    • JC888JC888
      ·01-30

      Buy NVDA, GOOG, MSFT if US Shutdown again?

      Last week’s batch of data / reports, points to a US economy heading into 27–28 January FOMC with solid growth, a still-tight labour market, and inflation stuck just above target rather than re-accelerating. Below are the details. Jobless Claims. Weekly Claims: For week ending 17 Jan 2026, weekly claims rose by 1,000 to 200,000 versus consensus estimated a rise to 209,000. The 4-week moving average dropped to 201,500, its lowest level since early 2024, indicating that layoffs are not yet a primary driver of economic concern. (see below) Continuing Claims: For the week ending 10 Jan 2026, continuing claims fell by -26,000 to 1.849 million, remaining below the average seen in H2 2025. (see above) The decrease suggests that while hiring has been slow, those currently unemployed are finding it
      3.80K5
      Report
      Buy NVDA, GOOG, MSFT if US Shutdown again?
    • BarcodeBarcode
      ·01-30

      📉🧠💻 Microsoft Shockwave Triggers SaaS Selloff, Quantum Unwind, AI Valuation Reset 💻🧠📉

      $Microsoft(MSFT)$ $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  I’m documenting a rare multi-sector repricing where Microsoft’s worst day in five years cascaded into SaaS, long-duration growth, and quantum equities, signalling a regime shift in risk appetite, valuation tolerance, and AI capital narratives. NZT time, 30Jan26 🇳🇿 📉💻 Microsoft is down -12% on 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Microsoft’s fundamentals remain strong, yet price action reflects OpenAI concentration exposure, record AI CapEx intensity, Azure growth optics, and long-duration valuation compression rather than earnings impa
      2.69K14
      Report
      📉🧠💻 Microsoft Shockwave Triggers SaaS Selloff, Quantum Unwind, AI Valuation Reset 💻🧠📉
    • Tiger_commentsTiger_comments
      ·01-30

      Mag 7 Earnings Scoreboard: Was Microsoft Crash Overreaction?

      Four of the Mag 7 have reported earnings this week, and the divergence is getting very real. Meta surged +10% against the tape. Microsoft wiped out $357B in market cap, the 2nd-largest single-session value drop in stock market history. Tesla and Apple were underwhelming. Little price reaction. Let’s break down the scoreboard for these four mega-cap tech giants. 🏆 The Winners $Apple(AAPL)$: “Ecosystem Dominance at Scale” Revenue $143.8B, EPS $2.84 — a clean beat across the board. Why it’s on the winners list: Ultra-high user loyalty powered iPhone revenue +23%. Even more impressive, Greater China revenue flipped sharply higher to +38% YoY, crushing market concerns. A record 48.2% gross margin proves Apple’s unmatched ability to leverage its supply
      24.48K40
      Report
      Mag 7 Earnings Scoreboard: Was Microsoft Crash Overreaction?
    • MrzorroMrzorro
      ·02-10
      Microsoft Cheaper Than IBM: Overshoot or Repricing? Software has been one of the weakest corners of US equities so far in 2026. The S&P 500 Software and Services index is over 15% lower year to date, and the drawdown accelerated after $Microsoft(MSFT)$   's earnings in late January helped turn a slow bleed into a sector wide de-risk.   In the seven sessions through last Thursday, the index shed roughly $1T in market value, a move that quickly earned the nickname "softwaremageddon." The bounce only showed up late: the software index rose 2.4% on Friday after falling more than 17% over the prior seven sessions, then added another 2.9% on Monday. Even after the rebound, it was still roughly 13% b
      3.22K1
      Report
    • CayChanCayChan
      ·01-30
      $Microsoft(MSFT)$   Here’s a clean, market-level explanation of that Microsoft move, tying price action to fundamentals and expectations (not just the headline numbers). ⸻ Why Microsoft Fell ~10% Despite “Good” Fundamentals At first glance, Microsoft’s results looked strong: • Q2 revenue +15% YoY (constant currency) • Azure +38%, beating expectations • Microsoft 365 Commercial +14%, driven by pricing and subscriber growth So why did the stock sell off hard? Because stocks don’t trade on whether results are good — they trade on whether results are better than what was already priced in. ⸻ 1. Expectations Were Extremely High (Especially for AI) Going into earnings, the buy-side narrative was: • Azure acceleration
      1.43KComment
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