$MSFT — FinTwit mentions on Surfaced

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$MSFT

Microsoft Corp

$MSFT

Microsoft Corp

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About this stock

Microsoft ($MSFT) generated 1,672 mentions across 73 distinct FinTwit voices over the past 12 months, with the first mention recorded on September 9, 2025. The most active voice discussing $MSFT is @stocksavvyshay (Shay Boloor) with 301 mentions, followed by @aleabitoreddit (Serenity) with 167 mentions and @alphaticaio (Alphatica) with 143 mentions. The dominant discussion category centers on long research analysis. Recent activity shows $MSFT receiving institutional block attention, with $52 million in block volume across 116 blocks on July 17, 2026, alongside sector rotation dynamics in technology stocks.

AI-generated from tracked posts · updated Aug 24, 2026

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latest 100 of 165

@amitisinvestingJul 16, 2026 · 8:30 PM

$NFLX Wish I bought puts 😂 This was a weird quarter. Netflix said engagement is fine, but is now pulling back engagement metrics like they did with subscriber metrics. Less transparency isn't the best. The beat on EPS by one penny (going to my point that last Q was only a beat because of the 2.8B breakup fee) and they missed on revenue. They missed on every single street estimate for Q3 and FY 26 around revenue growth, operating margins, operating income, and free cash flow. The miss on FCF was $600M...why are they missing FCF by half a billion dollars? The growth slowed down from Q2 2025 and the operating margins also went down, so they are spending more money to grow less YoY with worse margins. It's just a bit confusing. Having said that, the valuation is getting much more attractive but the P/E still trades in line with $META and $MSFT which to me are just stronger businesses. Once again, I do think this stock is probably closer to a bottom but I am questioning their ability to meaningfully grow when the Mag 7 are growing 25-30% and trading at a similar premium. Netflix is a blue chip stock, so it'll be important to see how aggressive the institutions are in trying to buy the dip. $NFLX -8%

@stocksavvyshayJul 16, 2026 · 12:25 PM

$MSFT is training its sales teams to compete more directly with $GOOGL, OpenAI and Anthropic by positioning itself as the full end-to-end AI platform. Microsoft argue rivals sell only pieces of the stack while claiming Claude is slower less accurate and less integrated with enterprise security inside Office.

@aleabitoredditJul 15, 2026 · 3:53 PM

$AAPL looks to acquire AI chip companies for running AI (Source: The Information) Right now, $MSFT, $META, Amazon, Google are carrying AI capex spend. But what if Apple joined the others after M&A? A possible scenario is that they revise capex largely upward for their own AI buildout. Since they probably witnessed Google cutting off Meta from compute constraints... or what happens when you partner with OpenAI for LLMs. Then learned how important it is to have your own infrastructure. This scenario would be quite bullish thematically from optical networking to foundries and something markets would not expect? We'll see what happens.

@stocksavvyshayJul 15, 2026 · 1:09 PM

$MSFT and $MMM announced a strategic AI partnership that will bring 3M's Expanded Beam Optical technology to Azure data centers. Microsoft will become the first hyperscaler to deploy the technology as the companies deepen collaboration on AI infrastructure and enterprise AI. https://t.co/dXlnnbF7B3

@amitisinvestingJul 14, 2026 · 1:56 PM

bought $MSFT $382.54 and $NOW $105.07

@nolimitgainsJul 14, 2026 · 7:53 AM

I ran a little experiment on X two days ago. The results blew my mind. I posted this: “In 3 years people will be saying ‘wow, I really should have bought $MSFT at $385’ while it trades at $668.” That’s a 73% return in 3 years. Roughly 20% per year. Warren Buffett built one of the greatest fortune in history compounding at that exact rate. The replies: “Not even a 2x??? Are you serious???” And there it is, ladies and gentlemen. The exact reason retail never builds real wealth.

@stocksavvyshayJul 13, 2026 · 1:15 PM

$MSFT FCF is expected to nearly triple from ~$55B in 2027 to ~$165B by 2030 as Copilot scales across its existing enterprise customer base. That gives Microsoft a clearer path than most hyperscalers to turn heavy AI infrastructure spending into high-margin AI revenue. https://t.co/rmG0zA2qDI

@nolimitgainsJul 12, 2026 · 5:28 PM

In 3 years people will be saying “wow, I really should have bought $MSFT at $385” while it trades at $668.

@intheassemblyJul 11, 2026 · 1:05 PM

$MSFT is expected to grow earnings 64% over the next 3 years. The stock is down 23% this year. Prices follow earnings eventually. The gap in between is called opportunity.

@nolimitgainsJul 9, 2026 · 3:46 PM

$MSFT is cheap. https://t.co/7rHiFodTBa

@stocksavvyshayJul 9, 2026 · 11:58 AM

$SBUX is reportedly using AI to build in-house software that could replace parts of its $MSFT inventory and $ORCL POS stack. CTO Anand Varadarajan told employees “There’s clear opportunities to reduce the spend in software” as Starbucks targets $2B in cost cuts. https://t.co/FdCNuYEQJU

@unusual_whalesJul 7, 2026 · 6:17 PM

Microsoft, $MSFT, has replaced OpenAI, Anthropic with own AI in some apps, per Bloomberg.

@stocksavvyshayJul 7, 2026 · 4:25 PM

$MSFT is replacing some OpenAI and Anthropic model usage in Excel and Outlook with its own in-house MAI models. The models are now handling tens of thousands of prompts each week as Microsoft starts moving more of its AI stack in-house. https://t.co/elSUrU62bL

@unusual_whalesJul 6, 2026 · 1:48 PM

BREAKING: Microsoft, $MSFT, cuts 4800 jobs.

@stocksavvyshayJul 6, 2026 · 12:01 PM

Morgan Stanley says the AI trade is rotating away from the stocks that led the rally with indexes likely to stay pressured as the “momentum unwind” hits larger index names. The firm now favors $MSFT, $AMZN and $META over chipmakers arguing hyperscalers remain attractive AI plays because of their strong core businesses.

@convertbondJul 3, 2026 · 12:33 PM

The Testosterone Twins, Zuck and Satya, report (earnings / free cash flow incineration) the last week of July. Bottom line, AI capex overdosing is coming to an end. Important segment here, special thanks @MariaBartiromo https://t.co/l4M60HsHni $META $MSFT

@midascabalJul 2, 2026 · 7:21 PM

An insider at a large software company like $MSFT and $META just purchased $2 million of their own stock. They believesit's extremely undervalued as it's trading near it's 5 year lows. Here's the stock:

@ftr_investorsJul 2, 2026 · 2:03 PM

$MSFT Microsoft is investing $2.5 billion to launch Microsoft Frontier Company, a new AI engineering business that will deploy 6,000 experts to help enterprises build, scale, and secure AI solutions while protecting their proprietary data and IP 🤖🔒 https://t.co/ifL7gBgNIe

@stocksavvyshayJul 2, 2026 · 1:23 PM

$MSFT just announced Microsoft Frontier Company, a new AI operating business backed by $2.5B and 6,000 employees. Microsoft says the unit will help customers drive “Frontier Transformation” with industry expertise, change management and enterprise grade AI engineering. https://t.co/FCyLnOdnyy

@daniel_kossJul 1, 2026 · 7:52 PM

Eating dinner here while thinking about the fact that $NBIS is now a key capacity partner for 2 hyperscalers ($META & $MSFT) building their AI cloud and the market thinks it's bearish 🥂 https://t.co/dDC119IzXT

@stocksavvyshayJun 30, 2026 · 2:27 PM

$BB is integrating AtHoc with $MSFT Teams and Entra ID to bring crisis alerts and identity management directly into enterprise workflows. The update strengthens BlackBerry’s emergency coordination platform with real-time comments, ArcGIS mapping and improved dispatch tools. https://t.co/s9HjG3YNTv

@jasonl_capitalJun 29, 2026 · 9:33 PM

Free LEAPS trade idea: You could buy 100 shares of $MSFT right now for $36,800. Or you could buy the $300 call expiring January 2028 for roughly $112.00. That's $11,200 for leveraged exposure to 100 shares of Microsoft - 18 months out - for about 70% less capital. Breakeven: $412.00 Why the setup is interesting: - MSFT is down ~24% in 2026, its worst month since the dot com era, almost entirely on AI capex fear - Q3 revenue $82.9B, up 18% YoY, beating estimates - Azure grew 40% YoY, its fastest rate in over a year - AI business now at a $37B annual run rate, up 123% YoY - Commercial backlog hit $627B, up 99% YoY - a locked-in order book - Forward P/E compressed to ~22x vs a 10-year average near 31x, roughly 25% below its own history - $300 strike sits deep in the money with a delta around 0.80, so the LEAP tracks the stock closely If $MSFT hits $450 by expiration, the LEAP returns roughly 34% vs 22% on shares. If $MSFT hits $500, the LEAP returns roughly 79% vs 36% on shares. If $MSFT hits $555, the LEAP returns roughly 128% vs 51% on shares. The max you can lose on a LEAP is the entire premium you paid. At ~$112/contract, that's $11,200 of capital at risk. If $MSFT drops or stays flat, this contract loses value every day. The capex fear is real - free cash flow fell ~10% and the $190B AI buildout won't pay off overnight. This is a high-conviction play on the buildout maturing, not a casual position. Not financial advice. I share these for education.

@moninvestorJun 29, 2026 · 7:00 PM

$MSFT maybe the safest stock right now.

@stocksavvyshayJun 29, 2026 · 5:47 PM

@VanquishTrader $MSFT shouldn't be trading under 20x earnings...

@ckcapitalxxJun 28, 2026 · 12:09 AM

It is going to be crazy to look back in a year and see how memory prices ended up hitting consumers. After $AAPL and $MSFT both raised prices this week, there has to be a lot more coming. Here is the chain reaction. AI data centers are so hungry for memory that the makers are pulling capacity from everything else to feed them. Consumer memory gets scarce, scarce gets expensive, and the cost rolls downhill from the chipmakers to the device builders to you at checkout. $MSFT even said Xbox memory costs are up 2.5x and could double again by 2027. Right now that works perfectly. Everyone passes the cost along and the pain lands on the consumer. But at some point things get expensive enough that people just stop buying. They keep the old phone, skip the console, hold the laptop another year. That is when it cracks. The twist is the AI buyers do not care. A hyperscaler does not stop buying data center memory because a MacBook went up $200. So you get a wild split screen. Consumers priced out on one side, hyperscalers paying anything for AI memory on the other. If $AAPL and $MSFT are already raising prices now, this is just the start. A year from now, seeing how far it spread is going to be interesting.

@stocksavvyshayJun 26, 2026 · 3:01 PM

The market is underappreciating that $MSFT already owns the enterprise workflow layer where AI adoption is likely to happen. Workers already live inside Outlook, Excel, PowerPoint, Teams, GitHub and Azure which gives Microsoft a built-in distribution advantage as AI gets embedded across the enterprise. Copilot is still early but the numbers are getting more meaningful with over 20M paid seats, paid seat additions up 250% YoY and customers with more than 50K seats quadrupling YoY Every 10M Copilot seats at ~$30 per user per month represents ~$3.6B of annualized revenue so if Copilot scales to 100M seats over the next several years then it becomes a major software revenue layer on top of Microsoft 365.

@nolimitgainsJun 26, 2026 · 1:54 PM

$MSFT is back below its 200-week moving average. Every time it has hit this level, it has been a generational buy. https://t.co/xUGSk6Q6US

@stocksavvyshayJun 25, 2026 · 9:13 PM

$MSFT is trading at a decade-low valuation because the market is focused on the near-term cost of AI while underpricing Microsoft’s role as one of the most important enterprise AI platforms in the world. The bigger shift is that Microsoft may move from only monetizing users to monetizing work where companies eventually pay not just for employee licenses but for the AI work being performed around each employee. That creates a ton of upside if Microsoft can monetize agents, tokens, workflows, security, governance and productivity across the enterprise stack in the new AI economy.

@unusual_whalesJun 25, 2026 · 8:58 PM

Microsoft, $MSFT, to raise Xbox prices starting August 1.

@ckcapitalxxJun 25, 2026 · 5:07 PM

It is getting hard to see where the memory bears are even coming from after today. In a single day, Apple and Microsoft both raised hardware prices and blamed the same thing. Memory. $AAPL raised prices on Macs, iPads, and even the Vision Pro, with some models jumping 15 to 25%. They said it plainly, the cause is the unprecedented surge in memory and storage costs from AI data center demand. Apple, the company with more supply chain power than anyone on earth, finally could not absorb it anymore. Then $MSFT raised Xbox console prices, $100 on the 512GB and $150 on the 1TB, effective August 1. And buried in their statement was the number that should end the bear debate. Xbox said console storage and memory prices have increased more than 2.5x, and they expect them to double again by the fall of 2027. The companies actually buying the memory are telling you prices have already 2.5x’d and are set to double again next year. That is not a forecast from a bull on Twitter. That is Microsoft, writing it down, while raising prices to deal with it. Stack it up. Apple raising prices. Microsoft raising Xbox prices. Sony already raised the PS5. Samsung and Dell raising too. DRAM and NAND up over 300% since 2023. Micron exited consumer memory entirely to feed AI customers. New fabs do not arrive until 2027. The entire bear case rests on memory being cyclical and rolling over. But every buyer in the market is raising prices because they cannot get enough, the makers are sold out and signing multi year contracts, and the biggest console maker on earth just told you to expect another doubling in 2027. Where exactly is the roll over coming from? When Apple and Microsoft raise prices on the same day because of memory, the pricing power lives entirely with the people who make it.

@stocksavvyshayJun 24, 2026 · 6:46 PM

$MSFT will deploy $QCOM high-bandwidth compute chip across Azure data centers. The move gives Qualcomm a major cloud validation point as it pushes deeper into AI and data center silicon. https://t.co/hSxvD1E11c

@investmentguru_Jun 23, 2026 · 11:53 PM

Smart Money is rotating. Two days. Two mega-cap bullish institutional options trades. $MSFT — massive institutional call positioning $META — fresh $10M Bull Call Spread (Nov $700/$800 calls) This isn’t noise. This is a signal. For the past year, the trade was simple: GPUs → HBM → Data Centers → Infrastructure Now the question has changed: “Who can actually monetize AI?” $META owns 3 of the world’s largest consumer platforms. Facebook. Instagram. WhatsApp. AI is already compressing their ad targeting cycle, lifting pricing power, and deepening engagement. Llama + AI Agents = commercialization optionality on top. The Bull Call Spread structure tells you something too. This isn’t a YOLO naked call bet. It’s a defined-risk, defined-reward institutional position — targeting 20–40% upside over coming months. Disciplined. Sized. Intentional. The thesis shift in one line: Phase 1 → Build the AI stack Phase 2 → Monetize the AI stack Capital is now pricing Phase 2. Hardware still matters. But the marginal dollar of institutional attention is moving toward platforms with: ✅ Proven cash flow ✅ AI monetization already in motion ✅ Valuations that cooled enough to re-enter Watch this rotation carefully. Not financial advice.

@stocksavvyshayJun 23, 2026 · 2:22 PM

$MSFT completed its first Wisconsin datacenter bringing online what it calls the world’s most powerful AI supercomputer. The company expects to spend $4.7B in Wisconsin through 2028 with a second datacenter already under construction. https://t.co/BNiwpOEOCs

@unusual_whalesJun 22, 2026 · 6:57 PM

Microsoft, $MSFT, is reportedly exploring major structural changes for its Xbox division, including a spin-off, joint venture, or conversion into a wholly owned subsidiary, as it faces margin pressure and shifts focus toward higher-growth AI and cloud businesses.

@stocksavvyshayJun 22, 2026 · 11:43 AM

$MSFT signed a 20 year power deal with $CVX to supply natural gas-fired electricity for its proposed data center in West Texas. The project is expected to deliver first power by 2028 and scale to 2.67GW using $GEV turbines for on-site power instead of drawing from the grid. https://t.co/qjXl3WSnBe

@ftr_investorsJun 22, 2026 · 11:18 AM

$MSFT $CVX Microsoft and Chevron signed a 20-year power agreement for a massive AI data center project in Texas 🏭🤖 Chevron plans to build a natural gas power plant that could reach 2.67 GW by 2028, supplying electricity directly to Microsoft's AI infrastructure ⚡ https://t.co/zixNt2oJat

@techfund1Jun 20, 2026 · 7:20 AM

There's still a whole group of investors out there who think that $MSFT is Windows. Those will be surprised when Azure grows to over 50% of revenues in the coming years, which is a phenomenal business. The more Microsoft's revenues will shift to Azure, the more the market will reward the stock with a higher multiple. Azure is one of the clearest winners of agentic AI in my view, as all enterprise cloud apps and cloud data systems basically run on either AWS or Azure. Also, free OS like all the Linux versions have been available for decades. Google has made a free alternative to Office available for decades now (Google Workspace). Even software like Windows and Excel is harder to disrupt than people think. Most people just don't want to retrain on another system just to save a few dollars, which may or may not be able to do everything they can do in Windows or Excel.

@bmsinvestsJun 18, 2026 · 2:18 PM

$ONDS 🤔💭 Probably, definitely, absolutely nothing.. Just the Principal Program Manager for Autonomy & Robotics @ $MSFT congratulating Cyberhawk on their acquisition by $ONDS The AI buildout needs to be secure and streamlined, right? https://t.co/yqLoI1A4Dw

@alphaticaioJun 16, 2026 · 11:45 PM

@davidleekachiu @LLMpsycho They need to do something to stop the bleeding. The street smells it. The stock is mispriced in our view (should be higher). But management really screwed up on co-pilot. $MSFT

@stocksavvyshayJun 16, 2026 · 4:55 PM

$MSFT is reportedly moving Copilot Cowork to usage-based pricing and preparing a lower-cost enterprise AI model hosted by Microsoft. The cheaper DeepSeek-powered option could arrive in the coming weeks as Microsoft looks to make enterprise AI more flexible and cost efficient. https://t.co/YZF5GLiNhO

@bmsinvestsJun 16, 2026 · 4:08 PM

$ONDS 🚨👀 BREAKING: @CeoOndas is at the 2026 Defense One Tech Summit today @ The Ritz-Carlton in Pentagon City‼️ Defense One assembles senior Pentagon leaders, military and combatant command reps - all focused on Pentagon modernization and game-changing emerging technologies. @CeoOndas is joining the “Startup Culture Meets Special Ops” panel, alongside Shield AI, where they’ll dive deep into how agile, fast-moving startups are shaking up and disrupting the traditional defense giants! Attendees Include: ⚡️ Assistant Secretary of War for Science & Technology, DoW ⚡️ Strategic Operational Energy Integration Lead, OUSW(A&S), DoW ⚡️ Digital Transformation Champion & Special Advisor to Supreme Allied Commander Transformation, NATO ⚡️ Chief, Analytics & Innovation, RISE – Defense Counterintelligence and Security Agency ⚡️ Director, Commercial Strategy & Operations, DIU ⚡️ Associate Director for Operations, National Geospatial-Intelligence Agency (NGA) ⚡️ Program Manager, Strategic Technology Office, DARPA ⚡️ Heavy hitters from $GOOG, $MSFT, and Shield AI $ONDS is officially playing in the BIG LEAGUES 👊💪

@stocksavvyshayJun 14, 2026 · 3:32 PM

$MSFT 10 years ago: • $50/share (split-adjusted basis) • 21x earnings • Written off as a legacy Windows-and-Office giant that missed mobile with Azure a distant #2 behind $AMZN AWS $MSFT today: • $390/share • 21x earnings • Enterprise AI distribution layer with Intelligent Cloud at a ~$135B revenue run-rate and ~$630B of commercial RPO (+99% YoY) Microsoft sits at a decade-low valuation because the market is pricing in three fears: AI capex pressure, OpenAI concentration and risk that AI erodes the per-seat subscription model Microsoft was built on. But the part the market may be missing is Microsoft's distribution rail for enterprise AI and how Copilot converts the seat base from a thing AI might shrink into the channel AI gets sold through. Add ~$630B of pre-sold backlog and you’re paying a melting-ice-cube multiple for the company holding the match.

@stocksavvyshayJun 12, 2026 · 6:18 PM

$MSFT has considered spinning out Xbox and plans new Halo and Fallout games as part of a broader reset for its gaming business. New Xbox CEO Asha Sharma is planning layoffs and cost cuts while pushing more investment into core franchises like Halo, Fallout and Minecraft. https://t.co/ivGKeq9oC5

@unusual_whalesJun 11, 2026 · 12:37 PM

BREAKING: Microsoft, $MSFT, restricts Claude Fable for employees over data retention concerns

@stocksavvyshayJun 9, 2026 · 5:22 PM

Anthropic announced Claude Fable 5 which is its new Mythos-class model for enterprise and paid users. Claude Fable 5 is also now available in $MSFT Foundry. https://t.co/EEy18vWsww

@nezih_gokayJun 5, 2026 · 5:18 AM

BİR HİSSE HİKAYESİ: Bölüm 4 — MICROSOFT $MSFT Herkes yapay zeka devriminde çiplere (Nvidia) veya robotlara (Tesla) odaklanmışken arkada tüm bu sistemlerin üzerinde döndüğü dünyanın en büyük dijital toprak sahibini kaçırıyorsunuz. MICROSOFT. Bilgisayarındaki Windows'tan ibaret sandığın şey aslında küresel ekonominin şah damarı. Başlıyoruz. 👇 2019'da kimse yapay zekanın yüzüne bakmazken OpenAI’a (ChatGPT) 1 milyar dolar yatırdıklarında herkes gülmüştü. Bugün o vizyon tarihin en büyük tekelini yarattı. Kupon arsayı al üstüne plazayı dik ömür boyu kira al. Microsoft işte dijital dünyanın en büyük emlakçısıdır. Adı: Azure. Bugün OpenAI’ın milyarlarca parametreli modelleri nerede eğitiliyor? Azure veri merkezlerinde. Yapay zeka çılgınlığı büyüdükçe Microsoft’un veri merkezlerine ödenen dijital kira katlanarak artıyor. Durumu borsa terminolojisiyle netleştireyim. Bir dükkanınız var ve dünyadaki tüm şirketler iş yapmak için sizin yazılımınızı (Office 365, Windows, Teams) kullanmak zorunda. Üstelik şimdi bu yazılımların içine Copilot adında yapay zeka işçileri yerleştirdiniz ve her kullanıcıdan aylık ekstra abonelik ücreti (Servis Geliri) kesiyorsunuz. Microsoft’u rakiplerinden ayıran en agresif güç B2B Egemenliği. Apple bireysel tüketiciye hitap eder, ekonomiler küçülünce insanlar telefon değiştirmeyi erteleyebilir. Ama dev şirketler, bankalar, devletler Microsoft altyapısını kullanmayı tek bir gün bile bırakamaz. Finanstaki karşılığı sıfıra yakın müşteri kaybı. Peki bu dev hep böyle mi gidecek, hiç mi risk yok? diyenler için tablonun arkasını da gösterelim. En büyük risk devasa Kapital Harcamaları (CapEx). Yapay zeka veri merkezleri ve nükleer enerji anlaşmaları için o kadar milyar dolarlar harcıyorlar ki bu yatırımların karlılığa dönme süresi uzarsa borsa bilançolarda sert düzeltmeler isteyebilir. Ayrıca çok büyüdükleri için regülatörlerin hedefindeler. Hep davalık birileriyle. Microsoft borsa dünyasının takım elbiseli mafyasıdır bence. Sessiz derinden ve tamamen sisteme çökmüş durumdalar. Yapay zeka savaşını hangi start-up kazanırsa kazansın arkadaki altyapıyı Microsoft sağlayacağı için kasa her zaman günün sonunda bu adamlar olacak. Bir Hisse Hikayesi Microsoft bölümünün sonuna geldik. Sizce Microsoft bulut ve yapay zeka tekelini koruyarak dünyanın en değerli şirketi unvanını kalıcı olarak geri alabilir mi?

@jerrycapJun 4, 2026 · 2:35 PM

Satya thinks Anthropic and OAI will build their own clouds long-term and therefore they couldn't keep allocating compute to OAI vs. their own products. $MSFT "let’s face it, Anthropic over time or OpenAI over time will build their own, it makes sense." X https://t.co/Avgr5ZC7ok

@thevalueistJun 4, 2026 · 4:00 AM

$MSFT Microsoft MAI: Strategic Independence and the Enterprise AI Stack. Microsoft’s June 2, 2026 MAI announcement should be interpreted less as a discrete model-launch event and more as a strategic declaration that Microsoft intends to own more of the AI production stack: data sourcing, pretraining, post-training, reinforcement-learning environments, application-specific tuning, inference optimization, safety systems, silicon co-design, and distribution through Microsoft 365, GitHub, Azure Foundry, Dynamics, VS Code, Teams, and partner developer platforms. The announcement of 7 new MAI models across reasoning, coding, image generation, image editing, transcription, and voice synthesis indicates an explicit shift from dependence on third-party frontier models toward a portfolio model in which Microsoft can use OpenAI and other external models where they remain advantaged, while routing high-volume, enterprise-specific, latency-sensitive, and cost-sensitive workloads to in-house models. The strategic importance is high; the near-term financial impact is likely more modest until MAI usage, customer conversion, pricing, and gross-margin contribution become observable.

@ftr_investorsJun 2, 2026 · 7:58 PM

$MSFT Microsoft unveiled Majorana 2, its next-generation quantum chip ⚛️ Qubits are now 1,000x more reliable, with stability improving from milliseconds to 20+ seconds. Microsoft believes this could bring practical quantum computing much closer. https://t.co/6LDtCE85Vj

@alphaticaioJun 2, 2026 · 7:15 PM

🚨🚨The stock market is about to get hit with the biggest wave of new equity supply in years. And nobody is talking about it. Alphabet just filed an $80B equity offering. Had that landed in Q4 2025, net equity supply would have flipped from -$44B to +$40B in a single quarter. We have increased our 2026 IPO forecast from $160B to $225B. Add ~$500B in expiring lockups on top of that. SpaceX. Anthropic. OpenAI. All in the pipeline. That money has to come from somewhere. Investors will have to sell recent winners to fund new issuance. 🚨🚨The source of funds is your portfolio. The bull case: Demand still outweighs supply. Corporate buybacks forecast at $1.3T in 2026 vs $1.1T in total issuance. Recent IPOs are trading well. And supply relative to total market cap is still below the long-term average. The bear case: Market ROE sits near a record 20%. A flood of new equity dilutes that. Alphabet choosing equity over debt, signals that AI data center financing is getting less favorable. If the best-capitalized company in the world is issuing stock instead of bonds, what does that say about weaker names? The real question is whether Big Tech holdings become the ATM for IPO season. NVDA, MSFT, AAPL, AMZN have been the consensus hiding spots all year. If institutions rotate out to fund new allocations, those names feel it first. Years of share buybacks shrank the equity pool and compressed valuations higher. That movie is about to run in reverse. Watch net issuance. It is the flow nobody prices until it is too late. $NVDA $MSFT $AAPL

@investmentguru_Jun 2, 2026 · 7:12 PM

$MSFT just dropped a full-stack AI blueprint at Build 2026 — and the scale is staggering. Here’s what matters for investors: ⚙️ Project Solara — new compute architecture built for AI agents, not legacy apps. Two devices incoming: one on MediaTek silicon, one co-built with $QCOM. Agent-native hardware is becoming real. 🔵 Cobalt 200 — next-gen in-house Arm CPU for Azure workloads. $MSFT is serious about owning its silicon stack end-to-end. 🗄️ Azure HorizonDB — PostgreSQL platform purpose-built for AI apps. Plus Rayfin, an open-source SDK to accelerate dev-to-production pipelines. 📡 **NVDA partnership. 🏭 Satya Nadella dropped the stat of the conference: $MSFT added more data center capacity in the last 18 months than in its entire first decade. The stock was down 4% on the day — but that’s macro/valuation noise, not a product story problem. $MSFT is building the AWS moment for the AI agent era. Full stack. Custom silicon. Cloud. Devices. All converging. Not financial advice.

@stocksavvyshayJun 2, 2026 · 6:35 PM

@PolymarketMoney If you own $MSFT it should be for Azure and hopefully improving Copilot monetization but people forget there is also a free quantum call option attached.

@yasutaketinJun 2, 2026 · 1:04 PM

マイクロソフト、開発者会議で新PC・クラウドAIツールを発表へ $MSFT $NVDA https://t.co/4YWPSKNelJ

@tradexwhispererJun 1, 2026 · 6:40 PM

@Bios4L I never accumulated $MSFT on the explosive narrative. I expect this name to go up slowly but then market will prove me wrong.

@amitisinvestingJun 1, 2026 · 6:27 PM

so we saw what they did to $GOOGL last year at $150 we just saw what they did to $MSFT over the past few weeks from $395 —> $460 we all know they will do the same to $META right? it is a top 10 most owned name in the market it was a top 10 bought name in Q1 from super investors if $META isn’t in the “shut up and accumulate mode” than I’m not sure what else is yes there are plenty of legit concerns…but when you are this big and global of a company…those concerns seem to be less relevant with $100B+ of operating income bought more today, hope they take her to the $550s!

@alphaticaioJun 1, 2026 · 12:17 PM

Nvidia just entered the CPU market. Jensen Huang unveiled the N1X at Computex. An ARM-based CPU paired with a Blackwell GPU in a single chip called RTX Spark. Made on TSMC 3nm. MediaTek partnering on the CPU design. More than 30 laptops and 10 desktops from Microsoft, ASUS, Dell, HP, and Lenovo shipping this fall. Nvidia's claim: vastly more capable and efficient than traditional x86 processors. Better at running large AI models locally. That puts Nvidia in direct competition with Intel and AMD on their home territory. Hours after Barclays raised targets on all three, Nvidia announced a product designed to take their market share. The other announcements at Computex: Vera CPU is in full production and available this fall. OpenAI, Anthropic, and SpaceX are early customers. Nvidia is positioning this as the next major growth driver after Blackwell. Intel showed its Crescent Island GPU aimed at inference using cheaper LPDDR5 memory instead of HBM. Limited shipments by end of 2026. Intel is trying to compete on cost where Nvidia competes on performance. Physical AI sent Korean robotics stocks limit up. LG Electronics and Doosan Robotics both hit daily limits on reports that Huang will meet with LG and Samsung executives. Naver and Nvidia reportedly in talks as well. Nvidia is no longer just the GPU company. They are building CPUs, shipping inference chips, partnering on robotics, and competing directly with every major semiconductor company simultaneously. Computex just redrew the competitive map. $NVDA $MSFT

@yasutaketinJun 1, 2026 · 8:21 AM

$NVDA $MSFT はオープンウェイトのローカルモデルを動かせるPCを展開する予定だ。クラウドが主流のままでも、ローカルが流行しても両得なのが $NVDA の戦略。

@benitozJun 1, 2026 · 5:13 AM

NVIDIA RTX Spark gets called a PC chip. It’s bigger. CUDA, RTX and agents in one superchip become the unifying layer for every powered smart device in your workflow. The PC stops being a tool and becomes a teammate. NVIDIA and Microsoft, co-designed over 3 yrs $NVDA $MSFT https://t.co/gGAc1hoXiY

@stocksavvyshayJun 1, 2026 · 4:54 AM

Jensen Huang says the AI PC reinvention is as big as the smartphone shift by calling it “a new line” and “a new beginning.” $NVDA and $MSFT unveiled RTX Spark which will be the world’s most powerful deskside AI supercomputer built to run next-gen AI agent workloads locally. https://t.co/oz21vosT5S

@kevinvestingytJun 1, 2026 · 3:55 AM

Incase anyone thought I was exaggerating about being full-port $NBIS, I'd like to share my port the day the $MSFT deal was announced, September 2025: https://t.co/VXvra16whD

@yasutaketinMay 31, 2026 · 8:12 AM

月曜の $NVDA は N1XノートPCの売上を織り込んで上がるだろうけど（AMD INTC QCOM にはマイナス、メモリー銘柄にはプラス）、エッジ側での推論需要はニッチかつ不確実なのは確か。 $QCOM チップのCopilot PCでは不十分な感じだった。 $NVDA なり $MSFT なりが、ソフトウェア側でどういう魅力的なソリューションを出せるかだよな。

@aleabitoredditMay 30, 2026 · 4:09 PM

Hot take: Given $MSFT laptops/PCs are now likely using $NVDA hardware. They might have a shot of taking down $AAPL. Only if Windows OS UI weren’t a flaming pile of garbage compared to how clean Apple OS is. You would think a $3T company would know better UI design by now? https://t.co/OvysxCN21i

@jukan05May 30, 2026 · 1:07 PM

Axios: Microsoft is expected to unveil new software that allows users to have AI agents perform tasks locally on Windows PCs. $NVDA $MSFT https://t.co/b5aVcSLL3O

@stocksavvyshayMay 30, 2026 · 1:04 PM

$NVDA and $MSFT are reportedly set to unveil the first $ARM based Windows PCs powered by Nvidia's N1X chip at Jensen Huang's GTC Taipei keynote on June 1. The move pushes Nvidia into the PC processor market as Microsoft takes another shot at local AI agents on Windows. https://t.co/cxUvNUiDQr

@tradableastroMay 29, 2026 · 8:09 PM

POV: you had $MSFT & $ORCL calls this week https://t.co/fQOdYfqKQK

@stocksavvyshayMay 29, 2026 · 5:38 PM

$MSFT is reportedly building a Copilot “super app” that brings coding, chat and other AI tools into one unified experience. The goal is to turn Copilot from a collection of features into a central AI workspace across Microsoft’s ecosystem. https://t.co/9PxHRd4UNA

@stocksavvyshayMay 28, 2026 · 7:57 PM

$IREN reportedly secured ~$3.6B in financing to buy $NVDA GPUs for AI compute capacity tied to its $MSFT data center deal. The funding includes ~$2.1B from private bond sales and ~$1.5B in project finance loans to support its Texas AI infrastructure buildout. https://t.co/f8Nh6EG12u

@unusual_whalesMay 28, 2026 · 1:17 PM

"Microsoft, $MSFT, AI chief gives 18 months for all white-collar work to be automated by AI," per FORTUNE.

@stocksavvyshayMay 27, 2026 · 9:38 PM

$DELL won a five-year ~$9.7B Pentagon agreement to provide $MSFT enterprise software across the U.S. military. https://t.co/R0cdj52jGE

@firstadopterMay 27, 2026 · 12:20 PM

👀 Morgan Stanley: "Microsoft’s installed datacenter footprint could scale from ~5GW in FY24 to ~20GW by FY28, based on our estimates." $MSFT

@tradableastroMay 26, 2026 · 2:50 AM

The last time $MSFT looked like this it was the 2022 bottom. Held the 50% retracement from ATH to lows. Recovered 121% over the next 2 years. Current drawdown is -35.22% almost identical. The same move puts $MSFT above $750 by 2028. https://t.co/rQlaaVQbmN

@unusual_whalesMay 25, 2026 · 12:01 PM

Microsoft, $MSFT, has started canceling Claude Code licenses, per the Verge

@stocksavvyshayMay 24, 2026 · 1:52 PM

$MSFT two years ago: • ~$420/share • Azure growing ~30% with $235B commercial RPO • AI revenue barely measurable $MSFT today: • ~$420/share • Azure re-accelerated to 40% growth with $627B Commercial RPO (+99% YoY) • $37B AI ARR (+123% YoY) with 20M+ Copilot seats (+250% YoY) • Maia 200 custom silicon in production Same stock price two years later but AI business behind it is unrecognizable.

@unusual_whalesMay 21, 2026 · 1:47 PM

Anthropic is in talks to use Microsoft's, $MSFT, AI chips, per the Information

@tradableastroMay 21, 2026 · 1:04 PM

$MSFT - ANTHROPIC IS IN TALKS TO USE MICROSOFT’S AI CHIPS - THE INFORMATION https://t.co/RuCTnt47rQ

@tradableastroMay 19, 2026 · 7:27 PM

$MSFT at an inflection point, holds here, can see a big move towards $460 by 5/29 https://t.co/f4VXD9uSO4

@itscblastMay 18, 2026 · 3:44 PM

@Maykolm_ $MSFT I like in 415-416 range

@tig88411109May 16, 2026 · 1:35 PM

明明就是一步臭棋越描越黑，截止3月底持仓，Q1同步卖的 $GOOG 换筹 $MSFT 至少相对收益落后10几个点 Ackman再发帖解释说卖谷歌不是不看好公司，而且基金钱不够，卖了谷歌给微软充值废话。经济学第一原理就是“稀缺性”如何有限资源最大回报看的就是人的判断水平 Q1财报前看不懂以为便宜就是好货？… 现在看看Google的Q1财报，我一直强调的“审判日” 到底Ai Capex 能不能值回票价，回报高于巨量投资唯一做到的也做的最好的就是Google，这个阶段。短短一个季度就已经初步证明的投资的闭环。不单单拉升Google的竞争优势在AI时代的长期重估价值，更挽救了和验证审计了半导体产业链这些高估值的算力/芯片/存储/光链接/电力等一系列，不然停战4/1以来10万亿美金股市大涨岂不都是无源之水？没办法在新的人类商业范式转移时代下，这都是“老派”基金经理了，看不懂Agentic AI元年巨大的产业投资逻辑变化下，Google的价值特别是硬件TPU的价值，对于系统性的优势，远超微软。看看下面我在财报前的分析预测。至于最新的Google Q1也就是最重要的“审判日“财报分析解读和估值调整，为何400也比微软价值高？见订阅者专享教育分享

@stocksavvyshayMay 15, 2026 · 8:36 PM

Bill Ackman fully exited $GOOGL last quarter and opened a new $2.1B position in $MSFT. https://t.co/THSNUr0i3A

@amitisinvestingMay 15, 2026 · 5:57 PM

So Ackman buys Microsoft… I know the picks and shovels plays of the AI buildout are getting all the attention, but it does feel like you could open a brokerage account… Buy $META and $MSFT… And just not look at it for the next few years and be fine. These companies are trading at historic discounts due to “Meta cannot do anything other than Ads” and “Microsoft is a software play so software should go down.” They will not provide the same short term alpha but these are two of the greatest companies on the planet…doesn’t feel that scary taking a shot on them here.

@tradexwhispererMay 15, 2026 · 5:21 PM

$MSFT +4% Relative Strength Today. Here's why. -Bill Ackman's hedge fund Pershing Square will disclose a new position in Microsoft (MSFT) in its quarterly 13F filing later today. Ackman described the valuation as "highly compelling" following the stock's recent decline. -Pershing began building the stake in February, after Microsoft's Q2 results showed slower cloud revenue growth and higher spending, which caused the shares to slump. -Microsoft sits at the center of enterprise AI adoption through its Azure cloud platform and Microsoft 365 (including the $30/month Copilot AI assistant). -Ackman views concerns as overblown: -The restructuring of the OpenAI partnership is a positive pivot to a more open, multi-model approach that better serves enterprise customers. -He supports Microsoft's ~$190 billion capital spending plan for 2026 as necessary growth investment. -This fits Pershing's pattern of buying high-quality tech stocks at attractive valuations (e.g., Alphabet after ChatGPT fears, Amazon post-tariffs, Meta after heavy AI spending announcements). Don't underestimate the power of distribution advantage during AI Era. Every single Enterprise in the world depends on Window ecosystem.

@stocksavvyshayMay 13, 2026 · 5:04 PM

$MSFT says it has invested $100B into its OpenAI partnership. https://t.co/vRCEMbfDFE

@daniel_kossMay 13, 2026 · 1:47 PM

VERY important bit from the $NBIS call and the MAIN reason why they increase capex, don't ignore this! "we are building for 2027 demand, where we have customer commitments ALREADY increase" so the additional ~$5B in capex in 2026 is DIRECTLY tied to additional ARR in 2027! This is NOT the same as costs increasing. It's insanely bullish and translates to high ROI making them want to invest more aggressively and at low risk, because demand is there. If these are big partners like $MSFT or $META then this will also mean MORE pre-payments, because of the smart financing structure they are using. Will break that down one of the next posts when we get there.

@amitisinvestingMay 8, 2026 · 4:02 PM

@GpeterTrades $MSFT will be back…just not now ironically all their capex is what gives the semis their run 😆

@benitozMay 7, 2026 · 6:52 PM

Broadcom needs Microsoft to pre-buy 40% of OpenAI’s first-phase silicon just to finance $18B. MSFT passed You can’t finance custom chips. They have no secondary market NVDA is collateral. ASICs are a counterparty bet Memory Wars $NVDA $AVGO $MSFT

@aleabitoredditMay 7, 2026 · 5:09 PM

Agreed high-level directionally, $FLNC compelling at $3B valuation post-earnings after taking a closer look. Very rare to see a US energy player that small get 2 direct Hyperscaler deals... The $5.6B+ backlog derisks the company growth, not including new hyperscalers backlog like $GOOGL or $MSFT. The hyperscaler deals were framework agreements, which are likely to convert "soon" Q3 this year, and aren't included in numbers. Once that's released it's major positive catalyst, similar to qualification -> volume ramp in semi players. Citi Analyst: "The possibility of a hyperscaler order will likely overshadow everything else in the quarter. We expect a positive reaction to the announcement" I'm going to go ahead and guess they'll likely rerated once they announce their hyperscaler orders maybe anytime in the next 3 months so I jumped on the boat as a short term catalyst trade. (not just 1 but 2) Also, if they hit ~$288M net income off gross-margin expansion ($6B revenue, 13.0% gross margins) from their software segment expansion, ~11.6x fwd p/e for 2027. The current stock price is -50% Feb's prices despite hyperscalers + backlog de-risking the company looks like a great entry point to me (NFA).

@wliangMay 7, 2026 · 1:27 PM

$MSFT is planning to reconsider or even abandon their "100/100/0" target - matching 100% of hourly electricity use with renewable energy by 2030. The AI data center buildout is simply moving too fast for renewable supply to keep up. $NVDA invested $500M into $GLW (Corning), smart move with optical fiber being one of the biggest bottlenecks in AI data centers right now. Corning expanding capacity 10x, three new U.S. plants. Both point to what I've been saying the whole time... we're accelerating faster than anyone anticipated. Bullish for the entire Neocloud sector. Again, more infrastructure needed = more power needed = more compute needed.

@unusual_whalesMay 6, 2026 · 2:57 PM

Microsoft, $MSFT, may abandon its clean energy data centre targets, per FP

@stocksavvyshayMay 6, 2026 · 12:20 PM

$MSFT is reportedly considering delaying or abandoning its 2030 goal to match 100% of hourly electricity use with renewables as AI data center demand surges. The review comes as rising AI power needs make natural gas and more flexible energy sourcing harder for Microsoft to avoid.

@stocksavvyshayMay 5, 2026 · 5:02 PM

$NOW is expanding its $MSFT partnership by integrating AI Control Tower with Microsoft Agent 365. The goal is to give enterprises unified visibility, approval workflows and policy controls for AI agents across both the ServiceNow and Microsoft ecosystems. https://t.co/hVFZNDmsB3

@jasonl_capitalMay 5, 2026 · 12:49 PM

6. $MSFT - Microsoft Revenue hit $82.9B in Q3, up 18%. Azure grew 40% and is guiding 39-40% for next quarter. AI annualized revenue reached $37B - up 123% year over year. Copilot now has over 20M paid seats embedded across Office, GitHub, and enterprise workflows. EPS of $4.27 beat estimates by 5%. They're spending $190B in capex through the end of 2026 because demand for AI compute still outstrips supply.

@stocksavvyshayMay 4, 2026 · 8:56 PM

$PLTR just delivered its fastest revenue growth ever growing +85% YoY with higher operating margins than $MSFT & $ADBE. Hard to argue Anthropic or OpenAI is “moving up the stack” to pressure Palantir when AIP momentum is showing up this clearly in the numbers. https://t.co/9NUoA8T4Nj

@sandeman52May 4, 2026 · 12:09 AM

$NBIS up about $4 dollars in the overnight after a flurry of news snippets hit today…most notably the $MSFT pre payment of 40% and Opens AI pivoting to ClickHouse. $NBIS may make new ATHs this week. The story continues to get better and better.

@evergreencap3May 4, 2026 · 12:06 AM

I agree. Codex/Claude Code each have deep harness/model codesign, and are by far the two most capable AI apps that exist today. It’s also why Elon wants Cursor. Leading AI software may well continue this trend, underscoring why $MSFT needs to develop its own frontier model.

@amitisinvestingMay 3, 2026 · 4:32 PM

@satyanadella $MSFT is cheap

@acinvestorblogApr 30, 2026 · 11:38 AM

$MSFT Citigroup raised the firm's price target on Microsoft to $620 from $600 and keeps a Buy rating.

@firstadopterApr 30, 2026 · 12:05 AM

Wait. I'm on my fourth conference call here (Microsoft). They guided Azure to accelerate over the next two quarters off a 40 spot print and the stock is flat? What's going on? It should be flying higher. $MSFT

@stocksavvyshayApr 29, 2026 · 10:15 PM

$MSFT guided Q4 Azure growth to 40% vs. 37% expected. Microsoft also expects more than $40B of CapEx in Q2 and ~$190B in CY26. https://t.co/B8mDssXzGW

@sandeman52Apr 29, 2026 · 8:29 PM

$NBIS Mag 7 CAPEX guidance is solid af: 3 of 4 are guiding UP in the near term: Microsoft - reaccelerating Meta - aggressive increase Alphabet - steady ramp Amazon - holding extremely high levels All in all, exactly what I wanted to hear. $MSFT CAPEX came in lower than expected this quarter but that was because they basically said: “We couldn’t deploy fast enough this quarter, spending ramps next quarter.” We are in an AI arm as race.

@acinvestorblogApr 29, 2026 · 8:22 PM

Unpopular opinion: $META $MSFT I’ve got a feeling the dips will be bought up tomorrow.

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