$MSFT mention timeline

Microsoft. Every tracked FinTwit mention of $MSFT, newest first. 1000 mentions since the first on Jul 30, 2025. See the price chart.

July 2026 · 136 mentions

Jul 17
Alphatica — +$2.35B. $NVDA +$3.77B. Yesterday -$762M. Flipped. $QQQ +$369M. Yesterday $0 lit buys. Now bought. $GOOGL -$1.37B. $LLY -$538M. $MU -$30M. The unwind slowed to a stop. Weekly OPEX.…↗
Jul 17
Shay Boloor — $MSFT CEO Satya Nadella criticizes Anthropic’s Fable 5 for refusing random requests saying it feels “editorially controlled” and “doesn’t make sense.” He also warns against AI con…↗
Jul 17
シバイヌおやびん（投資系VTuber） — ナス先、やっと反発を試してる。でも $AAPL や $MSFT 、バリューは買われてる相場で、材料はモメンタム買いトレードの解消ってだけなんだよね。 https://t.co/CfbzGk8YeA↗
Jul 16
Frenchie — Concernant les semi-conducteurs le marché price plusieurs narratifs en même temps : 1. Rotation vers les hyperscalers Les investisseurs semblent réduire le beta sur les semis pou…↗
Jul 16
Alphatica — DARK POOL SCANNER | July 16, 2026 -$4.76B net sell. Both tapes agree sell on seven names. $MU -$1.31B. $IWM -$615M. $SPY -$587M. $QQQ -$580M. $GOOGL -$545M. $NVDA -$521M. $TSM -$3…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped. Average drawdown: -42% from peaks so far: 🔴 NuScale $SMR -85% 🔴 Oklo $OKLO -76% 🔴 Redwire $RDW -69% 🔴 Navitas $NVTS -63% 🔴 Oracle $ORCL -62% �…↗
Jul 16
amit — $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 tran…↗
Jul 16
Nancy Pelosi Stock Tracker ♟ — Breaking: President Trump promoted more than 20 companies on his Truth Social account days after buying stock in those firms, per CNN Here's the list: US Steel $X Tesla $TSLA GE A…↗
Jul 16
Shay Boloor — $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…↗
Jul 16
InvestmentGuru — Best to concentrate on this stocks in this market. $META $GOOG $AMZN $AAPL $MSFT $ORCL $PLTR $NVDA↗
Jul 16
Midas — This AI bottleneck stock has contracts with three Mag7 companies, $META, $NVDA, and $MSFT and can explode 1000% from here. Leopold Aschenbrenner already owns 6% of the company. H…↗
Jul 16
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Momentum stocks are getting crushed in July. Goldman Sachs’ High-Beta Momentum Index is down 24% month…↗
Jul 15
Trade Whisperer — Mag7 Today. Healthy? $AAPL $NVDA $GOOGL $AMZN $TSLA $META $MSFT https://t.co/jxpmGLd7Ff↗
Jul 15
Alphatica — DARK POOL SCANNER | July 15, 2026 +$1.53B net buy. $MSFT +$1.48B zero sells. $AAPL +$1.02B zero sells. $GOOGL +$685M zero sells. Alert validated. $META +$883M. $QQQ -$1.02B. $SPY…↗
Jul 15
Alphatica — +$17.95B. $AAPL +$12.08B. $2.2M sells. $NVDA +$11.23B. $MSFT +$5.65B. $AMZN +$4.45B. Four names near-zero sells. $MU -$15.70B. The consistent buyer for two weeks just got unwound.…↗
Jul 15
Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...The Mag 8 (+25%) looks similarly attractive to Software and ahead of the S&P, with $NVDA and $MSFT the most bullish calls. This fits our 2H 2026 thesis that money will r…↗
Jul 15
InvestmentGuru — $GOOG $META $AMZN $AAPL $MSFT Strong move today↗
Jul 15
Serenity — $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 th…↗
Jul 15
PhotonBull — Huge rotation into Mag7 stocks going on right now $META $AAPL $AMZN $MSFT $GOOGL↗
Jul 15
CK Capital — Money is pouring into Mag7 companies. $META up 3% $AAPL up 3% $AMZN up 3% $MSFT up 3% $GOOG up 2.6% Ai growth stocks are getting killed again as capital rotates m.↗
Jul 15
Shay Boloor — $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 dep…↗
Jul 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. June U.S. inflation came in much cooler than expected. Headline CPI was 3.5% YoY vs 3.8% expected, wh…↗
Jul 14
Alphatica — DARK POOL SCANNER | July 14, 2026 -$523M net sell. The dark pool flipped after five consecutive buy sessions. $SPY -$848M. The pattern persists. $IWM -$488M. Both tapes agree sell…↗
Jul 14
Lando — So you’re telling me you initiated your long short in $IREN at $38 right as they’re about to start delivering their $MSFT contract, expand globally, complete Mirantis acquisition,…↗
Jul 14
amit — @SayNoToTrading @WinnerInvestor True but $MSFT feels like an X stock 💀😆↗
Jul 14
Shay Boloor — Fed Chair Kevin Warsh warns the world is moving quickly on quantum computing and the U.S. must harden its technology. “We’ve got enormous talent at the federal level but we have t…↗
Jul 14
Serenity — $NBIS signs $1B+ compute agreement with Reflection AI, for GB300 access through 2029. Reflection also signed a multi-billion dollar agreement with $SPCX earlier. Interesting to…↗
Jul 14
amit — bought $MSFT $382.54 and $NOW $105.07↗
Jul 14
NoLimit — 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 t…↗
Jul 14
Damnang2 — $AEHR reports tomorrow. Despite the sharp pullback from its recent highs, I remain bullish. The follow on WLBI order from its lead silicon photonics customer suggests AEHR is movi…↗
Jul 14
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Trump says the U.S. is reinstating the blockade and will now charge a 20% fee on all cargo passing thr…↗
Jul 14
InvestmentGuru — $MSFT https://t.co/aMn1nfdJzO↗
Jul 13
Michael | Hypermarkets — The entire AI trade is ON SALE. 24 stocks, avg –33% off their highs: 🔴 Oracle $ORCL –59.3% 🔴 IonQ $IONQ –49.4% 🔴 ServiceNow $NOW –49.2% 🔴 Applied Optoelectronics $AAOI –48.6%…↗
Jul 13
Alphatica — DARK POOL SCANNER | July 13, 2026 +$1.48B net buy. The tapes disagree. Again. $SPY +$1.81B. The dark pool is buying what the lit tape sold. $META -$407M. Both agree sell. $SOXX -$…↗
Jul 13
Alphatica — -$7.17B. The lit tape de-risked ahead of CPI. $META -$1.36B. Profit taken. $AAPL -$819M. $NVDA -$816M. Last week's winners sold. $MU +$1.99B. The only consistent buyer. Q3 week thr…↗
Jul 13
Shay Boloor — $MSFT still trades near its lowest valuation in a decade. https://t.co/Ey3bGjYcq0↗
Jul 13
Shay Boloor — $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 tha…↗
Jul 13
InvestmentGuru — Better trading setup in this market $META $MSFT $NVDA $AMZN $ORCL $AAPL $GOOG $AMZN $AVGO $TSLA↗
Jul 12
Alex A.C. — Do you know what frens? The $MSFT CEO article looks like an article written by the $NBIS guys from months ago!! 😂😂 What Mr. Nadella is highlighting is precisely the Nebius busin…↗
Jul 12
mon — Here are a basket of stocks to consider: 1. These are the high-risk, high-reward stocks I believe in for the long term: $HIMS - Consumer healthcare platform. $IREN - AI data cent…↗
Jul 12
NoLimit — In 3 years people will be saying “wow, I really should have bought $MSFT at $385” while it trades at $668.↗
Jul 12
Shay Boloor — $MSFT CEO Satya Nadella says AI creates a “reverse information paradox” where companies risk giving away proprietary knowledge simply by using intelligence they pay for. He argues…↗
Jul 12
Alphatica — WEEKLY DARK POOL RECAP | Week 17 | Q3 Week Two Our classification algorithm called 13/17 correct. 76.5%. Top 10 by conviction: 10/10. $24.2B net buy. The dark pool bought the wors…↗
Jul 11
unusual_whales — "Microsoft, $MSFT, is facing backlash after announcing 4,800 layoffs, including 1,600 in its Xbox division, while USCIS data shows the company has been approved to hire 2,273 forei…↗
Jul 11
Alphatica — @Ethan_Smartsys Very true. $IBM $MSFT↗
Jul 11
Alphatica — Starbucks is reportedly using AI to build in-house tools that would replace software it currently buys from Microsoft and IBM. Inventory tracking. Maintenance management. Software…↗
Jul 11
Leandro — In today's NOTW I wrote about $SBUX software crusade against Microsoft $MSFT and $IBM The headline says one thing, but the story tells another very different one and I actually b…↗
Jul 11
Michael | Hypermarkets — $DRAM — the first-ever memory ETF. Everyone spent this whole AI run fighting over which stock to own $NVDA, $MU, $SNDK, $AVGO, $AMD, $AAPL, $META, $MSFT, $GOOG, $TSLA. Here's wha…↗
Jul 11
Michael | Hypermarkets — 1/ $SMH — VanEck Semiconductor $10K → ~$115K (2016–2026) 27.7% annualized the single best ETF of the decade The purest AI bet on the board. $NVDA, $AVGO, $TSM sit at top weight.…↗
Jul 11
InvestmentGuru — Congrats if you added here $PLTR from $107 to $126 now $MSFT From $352 to $385 now $AAPL from $275 to $315 now $META From $542 to $669 now biggest winner so far↗
Jul 11
InvestmentGuru — Mag 7: The Unloved Trade Is Set Up to Snap Back Everyone’s rotated out of Mag 7 into secondary tech and cyclicals in 2026. That crowding is exactly why the short-term setup now fa…↗
Jul 11
The Assembly — $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.↗
Jul 11
InvestmentGuru — The Magnificent Seven: $22 Trillion, $700 Billion, and a Reversal Nobody Priced In $AAPL , $MSFT , $NVDA , $GOOG , $AMZN , $META , $TSLA — seven names now worth more than the GDP…↗
Jul 11
Serenity — @SpongeQuant He wouldn't have build a $1T company without pulling off all those moves. - Gets funding from Elon -> Pisses off $TSLA going independent - Gets funding from $MSFT ->…↗
Jul 10
Alphatica — DARK POOL SCANNER | July 10, 2026 +$3.29B. New largest dark pool buy of the series. $NVDA +$1.34B zero sells. Both tapes agree. $AMD +$1.30B. $QQQ +$1.32B. $SPY -$768M. Tapes disa…↗
Jul 10
Alphatica — +$14.98B. Third consecutive session above +$13B. $NVDA +$3.99B. $6.5M sells. The $326M alert validated. $AMZN -$854M. $19.6M buys. Near zero. The tape picked winners and losers. Q3…↗
Jul 10
InvestmentGuru — $MSFT $META https://t.co/KF8hQvNQWJ↗
Jul 10
InvestmentGuru — This are still good setup for next week $META $TSLA $MSFT $NVDA $AAPL↗
Jul 10
TheValueist — $AMZN $GOOGL $MSFT $META $ORCL My hyperscaler consensus capex and FCF revisions tracker is attached. I haven't shared this in a while, and now seems like a good time for an update.…↗
Jul 10
InvestmentGuru — Better trading setup in market $META $MSFT $NVDA $AAPL $ORCL $RDDT $TSLA $HOOD $COIN $NOW↗
Jul 9
InvestmentGuru — $MSFT https://t.co/62dCrDoM7V↗
Jul 9
Midas — Software: $NOW, $MSFT, $DDOG↗
Jul 9
NoLimit — $MSFT is cheap. https://t.co/7rHiFodTBa↗
Jul 9
InvestmentGuru — MORNING MOVERS Semis roaring back — AI demand + easing geopolitical fears lighting a fire under the whole space: GAPPING UP $MU +6.7% — $3B US supply-chain investment $KLAC +5.…↗
Jul 9
Shay Boloor — $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 op…↗
Jul 9
InvestmentGuru — Can Anthropic Single-Handedly Save the Entire AI Industry Chain? SemiAnalysis just dropped numbers that should reframe how you’re thinking about the AI trade. Anthropic is tracki…↗
Jul 9
Midas — Only 1 AI bottleneck has deals with all 3 Mag7 companies: $META $NVDA $MSFT and can explode 1200% from here. Leopold already owns 6% of the company. Here it is:↗
Jul 8
Alphatica — +$13.37B. The institutions bought the worst internals of the series. $MU +$4.39B. Pre-market alert validated. $AVGO +$1.23B zero sells. $NVDA +$1.89B. Seven buyers. One seller. Q3…↗
Jul 8
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48 Daniel & I will be live today at 1PM ET exclusively on the Futurum Equities YouTube channel covering: • Is the memory trade over for $MU, $S…↗
Jul 8
Wayne Liang — @Lazarus_Capital Whether it’s $MSFT or $GOOGL, the stock is headed in the same direction… 📈↗
Jul 8
Michael | Hypermarkets — Every company partnered with $NVDA ⬇️ HYPERSCALE & CLOUD $AMZN (AWS) — $10B+/yr cloud AI infrastructure, training and inference at scale $MSFT (Azure) — $10B+/yr cloud GPU comput…↗
Jul 8
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. U.S. Central Command forces have begun launching powerful strikes against Iranian targets in response…↗
Jul 7
Alphatica — DARK POOL SCANNER | July 7, 2026 +$472M net buy. The dark pool bought the sell day. $SPY +$784M. Alert validated. $META +$480M. $GOOGL -$353M near-zero buys. $INTC -$113M net desp…↗
Jul 7
Alphatica — -$2.01B. $NVDA +$1.19B near-zero sells. $TSLA -$1.08B zero buys. $META +$707M. The tape split on a sell day. The institutions picked names. Q3 week two. $14.38B in buy blocks. $16…↗
Jul 7
unusual_whales — Microsoft, $MSFT, has replaced OpenAI, Anthropic with own AI in some apps, per Bloomberg.↗
Jul 7
amit — @StockMKTNewz The fact that $MSFT owns a 27% stake in OpenAI and still tries to undermine them is hilarious Nadella wants that exit liquidity so bad 😂↗
Jul 7
Michael | Hypermarkets — 200%-500% news triggers: $MU — HBM4 ramp for $NVDA Rubin and tightening DRAM supply drive memory pricing power higher → ~late Sept 2026 (FQ4 earnings); HBM4 ramp runs H2 2026 $SN…↗
Jul 7
Shay Boloor — $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…↗
Jul 7
Wayne Liang — Very happy to see Mag 7 start to flip green one by one! When $AAPL, $GOOGL, $META, $MSFT, and more start to rise, everything downstream tends to follow. Good sign for the broade…↗
Jul 7
InvestmentGuru — Best Trading Setups on My Watchlist $META $AAPL $AMZN $TSLA $RDDT $MSFT $NOW $NVDA $PLTR $GOOG These are some of the strongest large-cap setups in the current market. Most contin…↗
Jul 7
Wayne Liang — I can't believe there's still fear and bad sentiment on $NBIS. ~$50B in backlog. $27B from $META, ~$19B from $MSFT, $2B from $NVDA. Profitable since Q1, and almost $10B in cash...…↗
Jul 7
InvestmentGuru — THE FREE COMPUTE LAND GRAB The AI war is no longer just about building the best models. It’s about owning the customer. Hyperscalers ($GOOG $MSFT $AMZN $META) are giving away or…↗
Jul 7
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. SpaceX $SPCX will be added to the Nasdaq 100 tomorrow before the market opens, creating forced buying…↗
Jul 6
BMSInvests — $ONDS 👀💎 Probably nothing once again..ah who am I kidding⁉️ Just one of the largest institutional holders of $ONDS (32.68M shares, 5.7%), Larry Hirsch, being the Chairman of t…↗
Jul 6
Alphatica — DARK POOL SCANNER | July 6, 2026 $SPY -$783M dark pool. Lit: +$4.53B. Tapes disagree. Again. $MSFT -$271M. Alert validated. $DVN +$214M zero sells. $HOOD +$166M zero sells. Q3 wee…↗
Jul 6
Alphatica — +$11.79B. $SPY +$4.53B. $AAPL +$2.00B zero sells. Third session. July seasonality confirmed. $MSFT -$503M. Distribution returned. Q3 week two. $27.93B in buy blocks. $16.14B in se…↗
Jul 6
Shay Boloor — $ALAB is one of the cleanest pure plays on rack-scale AI fabric sitting in traffic-control layer that keeps data moving between chips, memory, switches and accelerators. The near-…↗
Jul 6
Alphatica — Dark pool alert. 12:37 PM. │ 12:37:24 MSFT SELL $296,671,443 NYSE │ $297M $MSFT sell. NYSE. Two consecutive sessions with zero dark pool sells on $MSFT. Q3 day one: +$…↗
Jul 6
Alphatica — Microsoft is cutting 4,800 jobs. This is the third major round in 18 months. The total now exceeds 22,000. The numbers: 4,800 employees across commercial sales and Xbox, roughly 2…↗
Jul 6
unusual_whales — BREAKING: Microsoft, $MSFT, cuts 4800 jobs.↗
Jul 6
Michael | Hypermarkets — You do not have to buy all of these stocks! Pick your top 3. These are all the leaders in AI, space, energy and robotics: $MU (~$977) — HBM memory is AI's core bottleneck; every G…↗
Jul 6
Michael | Hypermarkets — Even with a small account less than $10,000 you can 10x it by 2030 by doing 3 things: 1. buy super strong companies like $MU $NVDA $SPCX $AMZN $AAPL $META $MSFT 2. buy LEAP optio…↗
Jul 6
Shay Boloor — 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 f…↗
Jul 6
InvestmentGuru — Stocks on My Radar This Week $SPCX for continued post-IPO accumulation $TSLA as volatility creates swing trading setups $NVDA as the AI leader $MU with the memory supercycle thesi…↗
Jul 6
unusual_whales — This is interesting timing. On July 23, 2025, Trump purchased $5 million of Broadcom, $AVGO, Meta. $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, and Nvidia, $NVDA. Later…↗
Jul 5
Shay Boloor — POPULAR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $TSLA 4.5x • $SPCX 3.8x • $GOOGL 2.9x •…↗
Jul 5
The Future Investors — Hyperscaler capex is expected to reach $757B in 2026 and $920B in 2027 💰🤖 That's: 📈 +84% YoY in 2026 📈 +22% YoY in 2027 The AI infrastructure buildout isn't slowing down. $M…↗
Jul 5
Michael | Hypermarkets — 24 stocks ON SALE right now and will break all time highs by Jan 1. 🔴 Micron $MU -22.3% 🔴 SanDisk $SNDK -25.9% 🔴 Western Digital $WDC -32.6% 🔴 Arm Holdings $ARM -30.4% 🔴 Inte…↗
Jul 4
Frenchie — @BULLOFBRITAIN $MSFT at 450↗
Jul 4
Black Panther Capital — JUNE 2026 PORTFOLIO UPDATE: Numbers first. Then the breakdown. MONTHLY PERFORMANCE > Long-Term Port: -21.33% > Short-Term Port: -10.78% YTD PERFORMANCE > Long-Term Port: +50.07%…↗
Jul 4
Serenity — @frank_be $MSFT was underwater DCs. These are floating DCs https://t.co/oOEyTEBJ5z↗
Jul 3
Lawrence McDonald — 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 segme…↗
Jul 3
InvestmentGuru — AI remains the biggest story in the market, but leadership is clearly rotating. Today , AI infrastructure names came under selling pressure as stocks like $NVDA, $AVGO, $MU, $CRDO…↗
Jul 2
Alphatica — DARK POOL SCANNER | July 2, 2026 $MSFT +$818M. Zero sells. Second consecutive session. $SPY -$1.27B. Flipped back to sell. $MCD +$572M zero sells. The dark pool is buying defensiv…↗
Jul 2
Alphatica — -$12.58B. $AAPL +$2.18B zero sells. $MSFT +$2.02B. Second buy. $MU -$4.58B. Second sell. $TSLA -$2.38B near-zero buys. The tape picked winners and losers. Q3 day two. $19.48B in b…↗
Jul 2
Midas — 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…↗
Jul 2
Alphatica — UNUSUAL DARK POOL PRINTS: | 12:46:38 MSFT BUY $ 15,608,000 NASDAQ Carte │ │ 12:46:12 MSFT BUY $ 10,150,400 NASDAQ Carte │ │ 12:45:50 MSFT BUY $ 12,005,439 NASDAQ Carte │ They are…↗
Jul 2
Alphatica — UNUSUAL DARK POOL PRINT ALERT: │ 12:01:14 MSFT BUY $329,800,000 NASDAQ Carte │ Yesterday $MSFT broke seventeen weeks of distribution. +$988M with zero dark pool sells. The most…↗
Jul 2
CK Capital — $MSFT, $GOOGL, $AMZN, and $META will spend roughly $725 billion on AI infrastructure this year. Two years ago that number was $226 billion. Up 77% this year alone. Three straight…↗
Jul 2
The Future Investors — $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 s…↗
Jul 2
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #48 Daniel & I will be live today at 11AM ET exclusively on the Futurum Equities YouTube channel covering: • $META building “Meta Compute” to se…↗
Jul 2
Shay Boloor — $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 Trans…↗
Jul 2
Shay Boloor — WHAT’S INSIDE TRUMP’S DISCLOSED $3.8B PORTFOLIO • Real estate & golf (37%) • Stocks (19%) including $AAPL, $NVDA, $GOOGL, $NVDA, $AVGO, $MSFT, $AVGO, $META & $TSLA • Bonds & note…↗
Jul 2
Michael | Hypermarkets — South Korea's stock market crashed -8.5% overnight. SK Hynix and Samsung led the bleed, hit by an AI semiconductor selloff and Korea's hottest inflation print since Dec 2023. $U…↗
Jul 2
PhotonBull — @menhguin For me, it would be $GOOG as a favourite, fundamentally I like $NVDA and $AAPL more than $MSFT and $META but I think they offer a better risk/reward here than NVDA and Ap…↗
Jul 2
InvestmentGuru — 0DTE Watch List 📈 $NOW $MSFT $TSLA $AMZN $PLTR $META↗
Jul 2
シバイヌおやびん（投資系VTuber） — 韓国の増長した「メモリー株信用買い・レバレッジ兄さん」が全員損切らないと、市場は回復しない、と思っとけばいいかもね。🙄 ハイパースケーラー（ $AMZN $GOOGL $MSFT $META ）の決算でAI設備投資の増額が確認されるまでは安心できないのでは？（そして減速される方向を市場は織り込んでるのかも）↗
Jul 2
Michael | Hypermarkets — 1️⃣ Vera Rubin ramp (H2 2026) — Rubin already sampling, early access with $MSFT $GOOGL $META $AMZN. Mgmt has flagged ~$500B combined Blackwell+Rubin revenue visibility through end…↗
Jul 2
Michael | Hypermarkets — $NVDA Not by a huge margin $AAPL and $MSFT are basically tied with it. All three are the ONLY individual stocks that hit the top disclosed bracket $5M-$25M in filing. But Nvid…↗
Jul 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Meta $META is reportedly developing a cloud business called Meta Compute to sell access to excess A…↗
Jul 1
Alphatica — DARK POOL SCANNER | July 1, 2026 $SPY +$2.61B dark pool. The pattern reversed. $MSFT +$988M. Zero sells. The 17-week distribution broke. $MU -$289M. $TSM -$287M. Both agree sell.…↗
Jul 1
Alphatica — $MU -$5.27B. Four semis combined -$8.03B. $MSFT +$1.67B flipped to buy. $SPY +$3.86B. $META +$2.63B. The hardware/software split hit the block tape. Q3 day one. $26.36B in buy blo…↗
Jul 1
unusual_whales — BREAKING: Look at this. On July 23, 2025, Trump purchased up to $5 million of Broadcom, $AVGO, Meta, $META, Amazon, $AMZN, Apple, $AAPL, Microsoft, $MSFT, & Nvidia, $NVDA. La…↗
Jul 1
Daniel Koss — 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…↗
Jul 1
Midas — Here are the companies I found using @asymmetrix_xyz: Robotics: $TSLA, $OUST, $BB AI: $NBIS, $CIFR, $IREN Space: $RKLB, $ASTS, $SPCX Energy: $BE, $TE, $IMSR Software: $NOW, $M…↗
Jul 1
Shay Boloor — $ORCL is borrowing aggressively to build AI data centers for a customer base heavily tied to OpenAI and the market is starting to question whether Oracle can fund that buildout wit…↗
Jul 1
シバイヌおやびん（投資系VTuber） — $META のコンピュート外販報道をきっかけに半導体下げ、ビッグテック上げ。特に $MSFT とかね。 METAについては疑わしいと思う。計算資源不足してるはず。ただ、今後の決算に向けて「ビッグテックが設備投資を見直すのではないか？」という思惑で反発してるのでは。↗
Jul 1
Alphatica — 🚨🚨DARK POOL ALERT. 12:25 PM. │ 12:25:18 MSFT BUY $250,515,850 NYSE │ $250M $MSFT buy. NYSE. $MSFT has been the most persistently distributed name on the tape. Seventeen weeks.…↗
Jul 1
Nick Colas & Jessica Rabe (DataTrek) — Big Tech has scarcely contributed to the S&P’s YTD advance, responsible for just 1% of the index’s price return to date. $MSFT has been the largest drag (-1.3 points), fully o…↗
Jul 1
Tigris 会讲课教授是好老师 — 一边是海水一边是火焰。Meta暴涨，半导体硬件大跌。如何解读背后的机遇、市场的误读以及风险？ $META 暴涨拉升因为要转型云服务商二房东出租多余算力。1GW目前能租200亿年收入按85%运营利润，每股净利润$5，提升EPS预期超过15%。现在Meta总算力明年20GW，AI算力13GW，拿一半多余的出来，股价还不暴涨？做白日梦都不能这么笑醒的。怎么看…↗
Jul 1
InvestmentGuru — $MSFT https://t.co/ok7hycDrMb↗
Jul 1
Chris — Member Profit +$34,104 on the $MSFT Swing 🏌️ https://t.co/6qy8kAoskC↗
Jul 1
InvestmentGuru — $MSFT https://t.co/2osIRDzc1K↗
Jul 1
InvestmentGuru — $PLTR from $107 to $123 $MSFT from $352 to $377 $META from $542 to $608 $AAPL from $275 to $292↗
Jul 1
InvestmentGuru — $PLTR $META $MSFT Whoever brought those dip↗
Jul 1
amit — so Trump's annual financials came out today he made $635M off his memecoin then he bought a minimum of $1M of stock in companies like $AMZN $PLTR $MSFT $NVDA and $AAPL JD Vance…↗

June 2026 · 270 mentions

Jun 30
Alphatica — DARK POOL SCANNER | June 30, 2026 $SPY -$3.27B dark pool. Fourth session in five. $SOXX +$340M. $IWM +$383M. $META +$336M. $GOOGL +$319M. All zero sells. Three alerts validated. L…↗
Jun 30
Alphatica — +$14.16B. 11 buyers. 3 sellers. Five names with zero sells. $QQQ +$4.36B. $MU +$2.92B. $SPY the lone index sell. Last day of Q2. 18,740 blocks (combined sessions). June 30, 2026.…↗
Jun 30
Mo — July Seasonality. $SPX Steady strength builds through the month → brief mid-month pause → historically finishes July near the highs. $AAPL Slow start → momentum builds into mid-…↗
Jun 30
Shay Boloor

May 2026 · 207 mentions

May 31
Midas — $IBM $MU $NVDA $ORCL $ADBE $MSFT $AVGO If this helped you out, follow me for more.↗
May 31
Tradable Astronaut — We flagged $ORCL and $MSFT last week before they crossed their 200-day MAs for the first time in 6 months. That's the kind of setup we look for early, before the obvious confirm…↗
May 31
amit — $IGV Okay, let’s talk about software… Here’s my question: are software stocks actually ready to breakout or is this move legit? If it is legit, then it may be time to buy the br…↗
May 31
Shay Boloor — POPULAR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up now: • $TSLA ~5.0x • $GOOGL ~3.1x • $ALAB…

April 2026 · 310 mentions

Apr 30
mon — Really great day today. - $IREN +6% is hiring non-stop. 👀 - $CIFR +5%, $NBIS & $CRWV -2%, $WULF +8%. - The big 4 HS Capex is not slowing down. - $META & $MSFT 🔴. $AMZN &…↗
Apr 30
Alphatica — $34.5 billion in block flow. Net: +$367 million. A coin flip. The flattest day of the entire series. $17.5B in buys. $17.1B in sells. Net flow: +$367M. Buy/sell ratio: 1.0 to 1.…↗
Apr 30
Mo — May seasonality is very clear. $SPX Early strength → mid-month chop → expansion into the back half. $AAPL Steady bid → consistent grind → strength builds into month end. $MSFT C…↗
Apr 30
Trade Whisperer

March 2026 · 77 mentions

Mar 31
Mo — April seasonality is very clear. $SPX Strong grind higher most of the month. Momentum builds into the back half. $AAPL Steady accumulation → strongest late-month. $MSFT Consiste…↗
Mar 31
Shay Boloor — $MSFT is in talks with $CVX on a $7B Texas power plant project. The proposed site is expected to initially generate 2,500 megawatts. https://t.co/yibjCrq54s↗
Mar 31
The AI Investor — OpenAI is valued at $852 billion after closing a $122 billion round. $MSFT has been flat since ChatGPT launch and OpenAI was below $30 billion. Satya would be like: wtf is going…↗
Mar 31
Trade Whisperer

— $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 emerg…

Jun 30

Leandro — Estimates should be taken with a grain of salt but if ROIC for the hyperscalers is decent (no reason yet to think it’s not based on TPU/GPU pricing dynamics), this chart is very pl…↗

Jun 30

Mike Investing — The U.S President has been quite literally telling you to buy these 5 sectors… 1. Robotics ~ $TSLA, $OUST, $CGNX, $BB, $SYM 2. AI Infrastructure ~ $NBIS, $APLD, $CIFR, $IREN 3. Sp…↗

Jun 30

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Palantir $PLTR and Nvidia $NVDA expanded their partnership to deliver sovereign AI for the U.S. gove…↗

Jun 29

Alphatica — DARK POOL SCANNER | June 29, 2026 $SPY -$3.18B dark pool. The sell resumed. Friday's window dressing was one session. $NVDA +$645M. $TSM +$296M zero sells. Lit: +$6B. Dark: -$2.2B…↗

Jun 29

Alphatica — The split tape. $TSLA +$1.91B near-zero sells. $MSFT -$2.45B. $NVDA +$1.75B. $SPY -$1.21B. The institutions are picking sides. Q2 close. JPM collar expired. $31.18B in buy blocks.…↗

Jun 29

Jason Luongo — 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 leve…↗

Jun 29

mon — $MSFT maybe the safest stock right now.↗

Jun 29

Shay Boloor — $MSFT is on track for its worst month since December 2000. https://t.co/3kMGTJsRhv↗

Jun 29

The Assembly — $MSFT worst month since December 2000. https://t.co/ScEYhnYRUS↗

Jun 29

Shay Boloor — @VanquishTrader $MSFT shouldn't be trading under 20x earnings...↗

Jun 29

Shay Boloor — Anthropic’s Claude models are now generally available in $MSFT Foundry on Azure running on $NVDA GB300 Blackwell Ultra GPUs. This marks the first time Nvidia and Anthropic have en…↗

Jun 29

SemiAnalysis — JUNE 1, 2001 🚨MICROSOFT CEO: OPEN-SOURCE OPERATING SYSTEMS ARE DANGEROUS $MSFT CEO Bill Gates told lawmakers that open-source operating systems such as Linux are "going down a ve…↗

Jun 29

Nancy Pelosi Stock Tracker ♟ — This might be something to watch ✍️ 6 politicians have bought Microsoft $MSFT this year and none have sold: • David Taylor (R) • John Boozman (R) • Cleo Fields (D) • Dave McCormi…↗

Jun 29

InvestmentGuru — Better trading opportunity in this market $PLTR $MSFT $SNOW $NOW $META↗

Jun 29

InvestmentGuru — Short-Term ETF Radar $IGV · $MAGS · $LABU Three interesting setups on the board right now. Here’s the read: $IGV — iShares Tech-Software ETF → Software is staging a comeback a…↗

Jun 29

InvestmentGuru — Not all Magnificent 7 stocks are the same anymore. The AI reset has created different risk-reward profiles across the group. • $MSFT – High-quality AI and enterprise play with lo…↗

Jun 28

Alphatica — WEEKLY DARK POOL RECAP | Week 16 · June 22-25, 2026 Week 16. 76% accuracy. Sell signals: 11/14. The dark pool was distributing. Friday stripped for Q2 window dressing. This week…↗

Jun 28

The Assembly — $MSFT this month: Michael Burry: publicly bullish and buying call options. Rep. Gottheimer: bought up to $1.5M in options. Rep. Cisneros: bought up to $100k in shares. What do…↗

Jun 28

CK Capital — 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 mor…↗

Jun 27

Daave “3 and 30” Tepper — When will the software bros realize $orcl and $msft are down and out because they’re SOFTWARE businesses $meta is just secularly uncertain and generating no CF after capex↗

Jun 27

Frenchie — Le trade sur l'IA est-il mort ? (Je vous préviens c'est un mega tunnel) >Non Mais pour la première fois, ce n'est plus la bonne question, et il faut faire un petit voyage dans le…↗

Jun 27

Lawrence McDonald — S&P 500 equal weight, on all-time highs Friday Drawdowns Achieved Last Week Microsoft $MSFT -36% Meta $META -31% Tesla $TSLA -24% Nvidia $NVDA -19% Google $GOOGL -19% Amazon…↗

Jun 27

Shay Boloor — One of the biggest requests I’ve gotten is for more short-form video content so nearly two months ago we relaunched the Futurum Equities YouTube channel. So far, we’ve covered: •…↗

Jun 27

Lawrence McDonald — 3rd Inning, Regime Change Financial Assets vs. Hard Assets *Microsoft $MSFT underperforming gold since 2019. Bloomberg terminal data. https://t.co/QbrEY7OWdb↗

Jun 27

Shay Boloor — $ORCL just had its worst one-week stock performance in 25 years. Oracle is borrowing at scale to build AI data centers for a customer base heavily tied to OpenAI and I think the…↗

Jun 27

Jun 27

The Future Investors — The headlines: "The market is expensive. Are we in a bubble?" 📰📺 Meanwhile, several Big Tech stocks are trading at their lowest fwd P/E multiples in years: $META: 16.7× $MSFT: 1…↗

Jun 27

The Assembly — $MSFT is down over 20% this month since the Bill & Melinda Gates Foundation sold its final ~7.7M shares worth $3.2B in Q1 2026. https://t.co/2vXrCT2GZz↗

Jun 27

Kevin Maro — Would love everyone's opinion on 3 different types of stocks: 1. Your top 3 favorite long's in the entire market 2. Top 3 underrated stocks right now 3. Top 3 most overrated stock…↗

Jun 27

CK Capital — $MSFT and $META are getting to be pretty cheap here. Time to buy?↗

Jun 26

Alphatica — DARK POOL SCANNER | June 26, 2026 $SPY dark pool +$3.64B. The pattern returned. Yesterday: zero buyers. Today: zero sellers. Both tapes buy everything. Q2 window dressing. 611 of…↗

Jun 26

Alphatica — +$22.24B. All 8 buy. Zero sellers. Third time. Yesterday: -$17.88B. Today: complete reversal. Q2 window dressing. $39.51B in buy blocks. $17.28B in sells. Net flow: +$22.24B. 31,3…↗

Jun 26

unusual_whales — BREAKING: Could this be Burry's position? In a now deleted post yesterday Michael Burry announced he closed his $BABA position in favor of more $JD. He also mentioned buying $…↗

Jun 26

Wayne Liang — Adding to my thoughts on the AI supercycle vs dot-com "bubble" comparison... Despite the pullback (mainly driven by BoA, PCE), this week is showing exactly why the comparison fall…↗

Jun 26

unusual_whales — Michael Burry bought Microsoft, $MSFT, 2028 LEAPS with strikes in the low seven hundreds, per YF. He added JD, Adobe and Fiserv, while also selling Alibaba for tax-loss reasons.↗

Jun 26

Shay Boloor — @FuturumEquities You can watch my full $MSFT breakdown here: https://t.co/YYq33OHjwX↗

Jun 26

Shay Boloor — 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…↗

Jun 26

Shay Boloor — @FuturumEquities Market is being WAY too focused on the cost of AI while underpricing $MSFT role as one of the most important enterprise AI platforms in the world. The r/r is attra…↗

Jun 26

Shay Boloor — Michael Burry just bought $MSFT leaps expiring in December 2028 with a $700 strike. https://t.co/7lNslMq0Nc↗

Jun 26

InvestmentGuru — $PLTR $MSFT $AAPL Green so far↗

Jun 26

NoLimit — $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↗

Jun 26

Lawrence McDonald — Signpost Alert Microsoft $MSFT Worst Months Last 30 years 1. April 2020 -34% 2. Dec 2020 -24% 3. June 2026 -22% (current)* 4.. Oct 2008 -16% 5. Jan 2000 -16% Bloomberg SEAG dat…↗

Jun 26

Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #47 Daniel and I will be live tomorrow at 1PM ET exclusively on the Futurum Equities YouTube channel covering: • $CBRS & $MU earnings and what t…↗

Jun 26

Michael | Hypermarkets — These companies here cuased the inflation: $MU — Memory prices spiked as HBM demand outstripped supply for AI servers. $SNDK — NAND shortage tightened as hyperscalers hoarded sto…↗

Jun 26

The Assembly — $MSFT is now at its cheapest valuation in 10 years. https://t.co/6fYYZK007e↗

Jun 26

InvestmentGuru — Watching 4 names for a potential bounce $PLTR — sitting at its 52-week low near $107, down ~40% YTD from a high of $207. The AI software thesis hasn’t changed. Still the highest…↗

Jun 26

The Assembly — Michael Burry is bullish on $MSFT again. He just bought LEAPS expiring December 2028 with a $700 strike while the stock is sitting at $352. https://t.co/gQ7L2Rf28W↗

Jun 26

シバイヌおやびん（投資系VTuber） — つまり、好決算は「買い」ではないことがある。むしろ期待通りの好決算は天井になり得る。問題は今後。本当にこれまで通りハイパースケーラーは設備投資額を上げていけるのか？もし $GOOGL $AMZN $MSFT $META が設備投資額を下げたら暴落のトリガーになり得る。↗

Jun 26

Mike Investing — Current Market Drawdowns: $SPCX (SpaceX) -36% $PLTR (Palantir) -48% $NFLX (Netflix) -35% $GOOGL (Google) -17% $ORCL (Oracle) -56% $MSFT (Microsoft) -37% Everyone wanted a dip buy…↗

Jun 26

InvestmentGuru — 47 stocks hit 52-week lows today. The market is throwing out the babies with the bathwater. Here are my 10 highest-conviction buys from that list $PLTR — my flagship position. ~…↗

Jun 25

Tigris 会讲课教授是好老师 — $MSFT 微软创了记录了。00年以来最大单月跌幅，今年也跌了快30了。PE也是历史低点不到20倍。即便是收入和盈利两位数增长还beat市场预期。这就是我在周报策略中提到的，市场大幅波动下，考验的是择股能力，不是什么下跌都可以买入的。不知道Bill Ackman还在买么？不过这个点位再跌也跌不动了，就看换不换CEO了。↗

Jun 25

Shay Boloor — @FuturumEquities You can watch my full $MSFT breakdown here: https://t.co/f7daW1ZEre↗

Jun 25

Shay Boloor — $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…↗

Jun 25

Shay Boloor — @FuturumEquities $MSFT on-device AI angle is still underappreciated as Microsoft works with $NVDA on Windows-based AI agents that could let more AI workloads run locally instead of…↗

Jun 25

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

Jun 25

Alphatica — DARK POOL SCANNER | June 25, 2026 $SPY -$2.95B dark pool. Day two. The pattern break accelerated. Zero buyers. Every name sold. 546 off-exchange prints. -$6.46B net sell. The hea…↗

Jun 25

Alphatica — $MU: only buyer. +$1.14B. Earnings validated. Everything else sells. $AAPL -$2.94B. $NVDA -$2.39B. $MSFT -$2.04B. Quarter-end rebalancing. $22.02B in buy blocks. $39.90B in sells.…↗

Jun 25

Ben Pouladian — Today 3 reports, one loop. @OpenAI Codex study: work is shifting from chat to delegation—agentic tasks burn orders of magnitude more tokens (volume +14x YoY). Exponential View (@a…↗

Jun 25

Shay Boloor — $MSFT is trading at a decade-low valuation despite being one of the most important AI platform companies in the world. Either market is correctly pricing in real structural issues…↗

Jun 25

Jerry Capital — $MSFT $460 to $350 in just a few weeks https://t.co/p2ORI7P1Dj↗

Jun 25

CK Capital — 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. Memor…↗

Jun 25

Shay Boloor — $MSFT says Xbox console storage and memory prices have “increased by more than 2.5x” and expects “another doubling by the fall of 2027.” Very bullish for $MU, Samsung and SK Hynix…↗

Jun 25

Shay Boloor — $MSFT raising Xbox console prices worldwide citing storage and memory costs: • Xbox Series S 512GB from $399.99 to $499.99 • Xbox Series S 1TB from $449.99 to $599.99 • Xbox Seri…↗

Jun 25

InvestmentGuru — MAG 7 feeling pressure here $AAPL $GOOG $MSFT $TSLA $NVDA $META $AMZN All red today↗

Jun 25

Mo — The Nasdaq is ripping after Micron earnings, yet look beneath the surface. Every MAG7 name is down double digits this month except NVDA... and even NVDA is still negative. Now lo…↗

Jun 24

Alphatica — DARK POOL SCANNER | June 24, 2026 The $SPY pattern broke. Dark pool sold $SPY -$1.44B. Both tapes agree for the first time. $TLT +$511M. Zero sells. Duration bought. $MU earnings…↗

Jun 24

Shay Boloor — $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…↗

Jun 24

Shay Boloor — $AVGO and OpenAI unveiled Jalapeño which is OpenAI’s first custom AI chip built for LLM inference. Broadcom says this is the start of a multi-generation roadmap for gigawatt-scale…↗

Jun 24

InvestmentGuru — $PLTR at $116 $TTD at $18 $MSFT at $370 $META at $560 $TSLA at $380 buying opportunity or not 🤔↗

Jun 24

Midas — Top 10 Trending Stocks on r/WallStreetBets according to @asymmetrix_xyz: 1) $MU 2) $WEN 3) $SPCX 4) $MSFT 5) $SNDK 6) $DRAM 7) $CRBS 8) $AMD 9) $NVDA 10) $GOOG $WEN is already…↗

Jun 24

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Markets were under pressure today, with the S&P $SPY down ~1.5%, largely due to a sharp selloff in Sou…↗

Jun 23

InvestmentGuru — 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…↗

Jun 23

amit — $GOOGL REPLACES $VZ VERIZON TO JOIN THE DOW JONES INDUSTRIAL AVERAGE. Google now joins Amazon $AMZN, Apple $AAPL, $MSFT Microsoft, & $NVDA Nvidia as the other Mag 7's to join…↗

Jun 23

Wayne Liang — Tbh, I don't think you can go wrong with betting on most Neocloud names... Regardless if it's $WYFI that handles colocation/hosting, $NBIS that has multiple verticals, or all the…↗

Jun 23

Shay Boloor — $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 20…↗

Jun 23

シバイヌおやびん（投資系VTuber） — $MSFT のような売られてきたソフトウェア系では、GU気配のものも多いねショートカバー。 https://t.co/urMh6b30Sk↗

Jun 23

InvestmentGuru — MAG 7 LOST LEADERSHIP — BUT THE SETUP IS MORE BALANCED THAN IT LOOKS The selloff was real. $GOOG led it, with $AMZN, $META, and $MSFT all getting hit. But this wasn’t broad market…↗

Jun 23

InvestmentGuru — $PLTR down 7% today — but this isn’t a Palantir story. Sector contagion. $GOOGL fell ~6%. $MSFT slipped. When the two largest software megacaps sell off together, the indices foll…↗

Jun 23

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. A major end-of-Q2 rebalancing wave could hit global markets, with JPMorgan estimating institutional in…↗

Jun 22

PhotonBull — An entire generation of young workers absolutely hates this company and their products Of course they are not buying the stock with their paychecks🤣 $MSFT↗

Jun 22

Alphatica — DARK POOL SCANNER | June 22, 2026 Lit: -$8.5B. Dark: $SPY +$1.11B. The dark pool still buys $SPY. Third consecutive session. $TLT -$354M. The duration bet unwound. We called it at…↗

Jun 22

Alphatica — LIT TAPE | June 22, 2026 -$8.5B net sell. Seven of eight names selling. Five with zero buys. Thursday: +$57.92B. All 8 buy. Zero sellers. Quarterly OPEX. Today: -$8.5B. Seven of…↗

Jun 22

Shay Boloor — President Trump signed two major executive orders on quantum technologies saying they will strengthen America’s position as the “world leader” in the emerging field. $IONQ, $RGTI,…↗

Jun 22

unusual_whales — 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 f…↗

Jun 22

amit — @RJCcapital bro so wrapped up in $SNDK he forgot $MSFT existed 🫠↗

Jun 22

unusual_whales — JUST IN: Chevron, $CVX, signed a 20-year deal with Microsoft, $MSFT, to provide natural-gas fired power for a proposed West Texas data center↗

Jun 22

Shay Boloor — $MSFT CEO Satya Nadella warned that the AI race cannot become a world where a few companies control the learning, labor disruption & power needed to build data centers. Micros…↗

Jun 22

Wayne Liang — $WYFI is definitely early in its run. Great chart comparison with Nebius and $IREN. But IMO the $WYFI / Nscale anchor reminds me more of an early stage $NBIS or $CRWV with $MSFT a…↗

Jun 22

Shay Boloor — $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 2…↗

Jun 22

The Future Investors — $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 re…↗

Jun 22

InvestmentGuru — My focus remains on the long-term winners across AI infrastructure, semiconductors, optical networking, foundries, robotics, space, energy, and digital assets. Names like $MU, $AA…↗

Jun 22

InvestmentGuru — WEEK AHEAD: PCE, GDP & MICRON EARNINGS This week could be a major one for AI infrastructure, semiconductors, and the broader market. Key Earnings • $CCL – June 23 • $FDX – June 2…↗

Jun 22

Alphatica — WEEKLY DARK POOL RECAP | Week 15 · June 15-18, 2026 Week 15. 85% accuracy. Buy signals: 9/10. Through hawkish Warsh and quarterly OPEX. The algorithm improved. Four sessions this…↗

Jun 21

Michael | Hypermarkets — Its 2040, regular person who bought these 6 ETF's right now are millionaires doing nothing... Here's 6 steps to follow: 1. Open a tax-free investing account like a Roth IRA. 2. P…↗

Jun 21

Shay Boloor — POPULAR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up now: • $SPCX ~4.7x • $TSLA ~4.6x • $GOOGL…↗

Jun 20

Michael | Hypermarkets — Only 1 company has deals with all 3 $META $NVDA $MSFT and will explode 1200% from here:↗

Jun 20

Michael | Hypermarkets — Leopold Aschenbrenner also owns 6% stake in $NBIS. The chart is setting up for an explosion towards $400+ by end of 2026 then $700 by 2028. $NBIS has secured multiple multi-bill…↗

Jun 20

mon — The seven beaten down quality stocks. $SPGI. $MA. $NFLX. $MSFT. $META. $UBER. $RDDT. Everyone's piled into AI and the semiconductor and memory names, anything with a bottleneck an…↗

Jun 20

The Future Investors — If you invested $10,000 five years ago, this is what you'd have today 💰👇 💾 $MU | Micron - $147,367 🖥️ $NVDA | Nvidia - $113,039 🚀 $AVGO | Broadcom - $88,749 ⚙️ $AMD | AMD - $…↗

Jun 20

Tech Fund — 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…↗

Jun 19

Wayne Liang — I am grateful Grok can verify my claims! I in fact did nail the entire AI/HPC run last year... $IREN (at ~$6) and $CIFR (at ~$3) were very early stage, and $NBIS was still the lea…↗

Jun 19

Shay Boloor — The race to become the first $10T company is on and it's really a race to own the layers everything else depends on: • $NVDA owns AI accelerator layer • $TSLA owns EV & autonomy…↗

Jun 19

Shay Boloor — $NBIS understood the next AI cloud architecture better than almost anyone. Nebius built natively for a world where demand is driven by tokens and AI compute with owned racks, netw…↗

Jun 19

Shay Boloor — How much profit the Mag 7 are expected to generate over the next 3 years: • $NVDA ~$1.1T • $GOOGL ~$621B • $MSFT ~$543B • $AAPL ~$507B • $AMZN ~$406B • $META ~$318B • $TSLA ~$25B…↗

Jun 19

Serenity — @_king142 Yes, choosing the right theme is extremely important. Even if $POET doesn't really do anything, it still gets brought up thematically due to $LITE, $COHR, and others.…↗

Jun 19

Damnang2 — Compute is starting to trade like a commodity. CME and ICE are moving to list GPU rental rate futures. Big tech is no longer just buying chips. It is contracting compute capacity…↗

Jun 18

amit — $MSFT getting sued cause the stock is down 20% YTD 😂 https://t.co/NCs43j7JCB↗

Jun 18

Alphatica — +$57.92B. All 8 buy. Zero sellers. Quarterly OPEX. The size is mechanical. The direction is not. $89.44B in buy blocks. $31.52B in sells. Net flow: +$57.92B. 34,179 prints. Quart…↗

Jun 18

InvestmentGuru — $MSFT turning green $META green $PLTR waiting↗

Jun 18

rubicon59 — Not only Samsung crushes the $META $AMZN and $MSFT on earnings, but also haD much much lower capex. How the tables have turned.↗

Jun 18

InvestmentGuru — $PLTR $META $MSFT buying opportunity for LT↗

Jun 18

Shay Boloor — @danielnewmanUV I still think $NVDA will be the world’s first $10T company but was wild to see $SPCX briefly worth more than $AMZN and $MSFT this week.↗

Jun 18

BMSInvests — $ONDS 🤔💭 Probably, definitely, absolutely nothing.. Just the Principal Program Manager for Autonomy & Robotics @ $MSFT congratulating Cyberhawk on their acquisition by $OND…↗

Jun 18

Jerry Capital — I suspect I was the first one in the world to say OAI would disrupt $MSFT. Everyone else was talking about 50% Azure growth. https://t.co/zJitQ8nuBi↗

Jun 18

Wayne Liang — Before Neocloud rallies hard... Here's what I like about: $BTDR - ~3.0 GW global power portfolio with $69M+ AI Cloud ARR and Norway data center conversion $CIFR - Nearly $10B in…↗

Jun 18

Shay Boloor — $MSFT is reportedly selling AI models to major Chinese tech firms through Azure while OpenAI and Anthropic avoid direct China sales. ByteDance on track to spend over $1B a year on…↗

Jun 18

Shay Boloor — $IREN initiated at Buy with a $79 PT by Jefferies. The firm says IREN’s 6GW powered land bank and vertically integrated GPU cloud model can support ~$3.1B of ARR. The note also h…↗

Jun 18

Black Panther Capital — Bear case on $NBIS again. Feels like the same thread gets recycled every earnings season or whenever chart goes parabolic without anyone actually opening the report. Q1 numbers: $…↗

Jun 18

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. The Fed did not cut rates at this week’s meeting, and Kevin Warsh said there was “rigorous debate” amo…↗

Jun 18

Lando — @Bill6263 @IREN_Ltd 10% is of the entire pipeline. They need to execute on the $MSFT contract currently, that’s my bigger flag↗

Jun 18

Alphatica — JUST IN: ByteDance is on track to spend over $1 billion per year on Microsoft AI and cloud services. Ant Group, Meituan, and Tencent are also spending significantly on AI models…↗

Jun 18

TheValueist — $GOOGL $NVDA $MSFT Wow!! Huge get for OpenAI.↗

Jun 17

シバイヌおやびん（投資系VTuber） — $AMZN や $MSFT 、または $ORCL といったハイパースケーラーは設備投資懸念で下がってるのに、ではなぜ同じく設備投資が重たい $NBIS や $CRWV は上がってるのか？一つは、NQ100指数入りによるファンドの買いへの先回り買いが考えられる。組み入れは来週月曜。二つめはモメンタム。つまり、その2銘柄は気をつけた方がいいとは思う。↗

Jun 17

Alphatica — DARK POOL SCANNER | June 17, 2026 Hawkish Warsh. Lit: -$10.32B. Dark: -$1.13B. The dark pool still buys $SPY. $MSFT -$629M zero DP buys. Both tapes agree: sell $QQQ. Buy $MU. 478…↗

Jun 17

Alphatica — -$10.32B. Hawkish Warsh. The semi split: $MU $MRVL $AMD buy. $NVDA $MSFT sell. The institutions pick winners. $22.42B in buy blocks. $32.73B in sells. Net flow: -$10.32B. 32,294 p…↗

Jun 17

Midas — @asymmetrix_xyz $INFQ $RDDT $MSFT $CRCL $NBIS Follow me if you want to know when I enter these companies.↗

Jun 17

Alphatica — 🚨🚨🚨🚨 INTRADAY DARK POOL | 12:15 PM ET | FOMC Special We don't do intraday dark pool posts. This is the exception. The first time a new Fed Chair speaks changes the regime. We'…↗

Jun 17

amit — VANDA RESEARCH: In the last 3 trading days, retail investors have bought the same amount of SpaceX $SPCX as they also bought in the following stocks combined… $NVDA $GOOGL $META…↗

Jun 17

Nick Colas & Jessica Rabe (DataTrek) — 2/2 ...Against $AMZN and $MSFT, its primary virtue is there are no historical earnings/margins to weigh down its valuation. Comped to global equities, $SPCX is valued like a sector…↗

Jun 17

InvestmentGuru — All are buying opportunity at one point. $MSFT $NOW $ADBE $NFLX $TTD↗

Jun 17

Michael | Hypermarkets — No one thinks $SPY can crash 5%-10% from here. But, it will if Kevin Warsh is HAWKISH at FOMC. These 16 stocks will be on sale ONE LAST TIME: $DRAM — Buy Zone: $40-$45 Memory bo…↗

Jun 17

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Tomorrow’s FOMC meeting will be Kevin Warsh’s first as Fed Chair, and the market will be watching clo…↗

Jun 17

InvestmentGuru — MAG 7 is old news. New acronyms are taking over Wall Street — and they tell a very different story. FAB 10 $NVDA $GOOGL $AAPL $MSFT $AMZN $TSLA $META $SPCX + OpenAI + Anthropic…↗

Jun 16

Alphatica — @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 screwe…↗

Jun 16

PhotonBull — @Sandeman52 Guessing because it was up so much, FOMC derisking and $MSFT walking away from a deal with $ORCL although I think it is a rumor and $ORCL denied it so take that with a…↗

Jun 16

Shay Boloor — Great to be featured in Reuters today discussing why the market’s lens on the Mag 7 changes now that $SPCX is public. The next leadership group will be defined by who controls the…↗

Jun 16

Alphatica — We want to follow up on our breaking $MSFT and $ORCL news as we suspect accounts are going to say the news is bearish for chips. This is not a chip demand story. This is a cloud…↗

Jun 16

Alphatica — BREAKING NEWS: Microsoft nixes potential $3B Oracle cloud lease deal over compliance and security risks. $ORCL $MSFT https://t.co/nh5mfkrGP5↗

Jun 16

Antonio Costa — Bad news for $ORCL great opportunity for $RUM 😃 Rumble Inc. has significant opportunities in the AI cloud business thanks to the Northern Data deal. $MSFT Microsft will look into…↗

Jun 16

Alphatica — @LLMpsycho Co-pilot was a waste of shareholder value. $MSFT↗

Jun 16

Alphatica — @Heyward1995 Its true. $MSFT↗

Jun 16

Alphatica — BREAKING NEWS: Microsoft is considering putting DeepSeek inside Copilot as a cheaper model option. That is a significant strategic signal. The context: Microsoft is shifting Cop…↗

Jun 16

Alphatica — SpaceX IPO'd on Friday. Today it overtook Microsoft and Amazon in market cap. Two companies built over decades. One company that just showed up. This is either the greatest debu…↗

Jun 16

Shay Boloor — $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 arri…↗

Jun 16

BMSInvests — $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 comb…↗

Jun 16

amit — SPACEX $SPCX OVERTAKES MICROSOFT $MSFT IN MARKET CAPITALIZATION↗

Jun 16

Shay Boloor — $SPCX JUST SURPASSED $MSFT TO BECOME THE FOURTH-LARGEST COMPANY IN THE WORLD https://t.co/Z0YQgIEAGU↗

Jun 16

Shay Boloor — @VanquishTrader At this pace $SPCX is about to pass $MSFT this week 👀↗

Jun 16

Serenity — Just some random thoughts, I do think AI is the most disruptive technology in human history. To the level of agricultural or industrial revolution. Since Anthropic, OpenAi, XAI,…↗

Jun 16

シバイヌおやびん（投資系VTuber） — $SPCX は $MSFT $AMZN を超える時価総額の価値があるか？論争になりそうだね↗

Jun 15

Alphatica — DARK POOL SCANNER | June 15, 2026 Lit: +$15.20B. Dark: -$3.94B. The structural hedge returns. $GLD +$113M. Third session. Gold +3.4% today. The dark pool was right. 459 off-excha…↗

Jun 15

Alphatica — MORNING INTERNALS | 11:04 AM ET Nasdaq +2.60%. Oil -5%. Breadth 0.81x. Every metric negative. The indexes surge. The market sells. The narrowest rally of the series. Iran deal fi…↗

Jun 14

Shay Boloor — $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 AW…↗

Jun 14

Jun 13

SandemanStocks — Another way to think about the US government controlling AI models is to think of it as electricity: Closed frontier AI world: A few giant power plants sell electricity to everyon…↗

Jun 13

Jun 13

シバイヌおやびん（投資系VTuber） — $NOW $APP $MSFT $RBRK など $IGV の動きに振り回されてるよな。最近の株式市場は業績のファンダではなく、大きな投資主体の心理で動いてる。 https://t.co/NTveBSbR0i↗

Jun 12

Alphatica — DARK POOL SCANNER | June 12, 2026 Both tapes buy $MSFT. Both tapes buy $INTC. Both tapes buy $SPY. The dark pool agrees with the lit tape. For the first time in weeks. 518 off-ex…↗

Jun 12

Alphatica — @Chetan729030 The $370-$380 area they have been defending. There is a Falling Wedge on the weekly as well. $MSFT https://t.co/2JAFN4yo0E↗

Jun 12

Alphatica — +$13.78B. $MSFT flipped to buy. The longest sell of the series is over. $INTC +$1.97B with $8M in sells. $31.91B in buy blocks. $18.13B in sells. Net flow: +$13.78B. 28,766 prints…↗

Jun 12

Shay Boloor — $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 co…↗

Jun 12

Jerry Capital — @buccocapital @JayaGup10 A lot more people doing work in office than g suite though. Should work for $MSFT as well.↗

Jun 11

Alphatica — Iran peace deal. +$11.81B. $MU +$4.07B. $SMCI new. $MSFT still sold. The peace trade on the tape. $30.35B in buy blocks. $18.54B in sells. Net flow: +$11.81B. 30,037 prints. Trum…↗

Jun 11

Alphatica — Probably both and they're compounding. We published on this earlier this week. $225B in IPO supply forecast for 2026. $500B in expiring lockups. SpaceX is the largest single alloca…↗

Jun 11

NoLimit — A lot of people are dumping US stocks like $GOOG, $AMZN, $MSFT and $META to buy SpaceX tomorrow. https://t.co/GLwnwTpd1w↗

Jun 11

Serenity — At this point I can't tell anymore if markets from $META to $MSFT are correcting because of macro. Or just liquidity pull from $SPCX + index inclusion. And institutions frontrunn…↗

Jun 11

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

Jun 11

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. Iran announced a full shutdown of the Strait of Hormuz following U.S. strikes on southern Iran, sharpl…↗

Jun 11

InvestmentGuru — $MU — Best Buying Opportunity In This Market $MU is sitting at the absolute epicenter of the AI memory supercycle, with HBM3E demand from hyperscalers accelerating faster than the…↗

Jun 10

Shay Boloor — $ORCL now has ~$638B of contracted backlog against a ~$540B market cap. That backlog is larger than $GOOGL, $AMZN and even $MSFT. https://t.co/YkipoTV0ZD↗

Jun 10

Alphatica — -$12.4B. One buyer. Seven sellers. $AAPL +$1.20B zero sells. Everything else sold. $5.35B in buy blocks. $17.79B in sells. Net flow: -$12.4B. 12,848 prints. Sell ratio: 3.3 to 1.…↗

Jun 10

Jerry Capital — $MSFT <$400↗

Jun 10

unusual_whales — Microsoft's, $MSFT, Xbox’s new CEO , Asha Sharma, has said she is grounding the console in gaming roots, not AI, per FORTUNE↗

Jun 10

Michael | Hypermarkets — Biggest generational buying opportunity for $SPY is in June. When $SPY crashes 10%-20% buy these: 1. $NOW ~$105 | Buy zone: $80–$85 Near 52-week lows. Agentic AI platform still p…↗

Jun 10

Jun 10

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here's a full recap: 1. The Nasdaq $QQQ fell as much as 5.3% intraday, marking one of the sharpest intraday drawdowns we’ve se…↗

Jun 9

Alphatica — DARK POOL SCANNER | June 9, 2026 Lit tape: -$5.14B. Dark pool: +$82M. Nearly flat. The dark pool is buying indexes again. Same pattern as Friday, they are buying the dip. 153 of…↗

Jun 9

Alphatica — -$5.14B. Five names: zero buys. $NVDA is the lone buyer. The supply chain split. $6.48B in buy blocks. $11.62B in sells. Net flow: -$5.14B. 12,621 prints. The buyers. Three names…↗

Jun 9

Shay Boloor — 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/EEy18vWsw…↗

Jun 9

Michael | Hypermarkets — 2 years ago, I called out $IONQ at $7 it spiked 1000% to $70+ This year, President Trump put $2 billion on more quantum stocks. Here's 6 stocks exactly like $IONQ: 1. $RGTI — Ri…↗

Jun 9

Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR JUNE 9, 2026 1. $MU — Post-selloff bounce setup; HBM still sold out, earnings June 24 catalyst ahead. [BUY] 2. $MRVL — Custom AI silicon demand acceler…↗

Jun 9

Serenity — I do see a lot of comments about "harvesting the leeks". And I hope my picks like LeaderDrive can help change that perspective around certain equities being good long term holds.…↗

Jun 9

Michael | Hypermarkets — 4 Reasons CPI is Most Likely Coming in Hot 1. Tariff pass-through hit in May The US-China 90-day truce was announced mid-May, but the prior tariff wave (April–May) already force…↗

Jun 9

amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY. Here’s a full recap: $NVDA CEO Jensen Huang pushed back on the recent stock market selloff, saying NVIDIA is still at the begi…↗

Jun 8

Alphatica — DARK POOL SCANNER | June 8, 2026 -$4.18B dark pool sell. 519 prints ≥$5M. Friday: bought the indexes. Monday: sold them. The dark pool day-traded the bounce. Friday: the dark poo…↗

Jun 8

Alphatica — Nasdaq +0.86%. The tape: +$153M. Barely positive. The institutions are not chasing the bounce. $15.5B in buy blocks. $15.4B in sells. Net flow: +$153M. 18,694 prints. Friday: -$4…↗

Jun 8

amit — The Top 10 investments across Robinhood just got updated for June. All 10 of the top held assets are the same except for one... $AMD. AMD replaces $NFLX (which was in the top 10…↗

Jun 8

Black Panther Capital — The Anthropic IPO math literally breaks the stock market 🤯 2 years from now. 2028. Anthropic could potentially be bigger than SP500 and Nasdaq combined. Read that again. COMBINE…↗

Jun 8

Black Panther Capital — Jensen Huang walked onstage and called $MRVL the “next trillion-dollar company.” The stock moved 32% in a single session. $56 billion in market cap. One afternoon. Everyone aske…↗

Jun 8

Mike Investing — President Trump has literally been telling you to buy AI themed names… These are the 5 layers of AI that you need to be invested in: 1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV 2.…↗

Jun 8

InvestmentGuru — 10 Stocks I’m Concentrating In Right Now 1/ $MRVL — Marvell Technology Custom ASIC + co-packaged optics architect for the hyperscaler era. 1.6T interconnects are MRVL’s runway. G…↗

Jun 8

Michael | Hypermarkets — HYPERMARKET WATCHLIST FOR June 8, 2026 $SPY crash continuation or massive reversal 1. $TSLA — $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027 2. $M…↗

Jun 7

Shay Boloor — “The market is in such a bubble.” Yet here are the 2027 earnings multiples for some of the largest companies in the world: • $ORCL ~26x • $AMZN ~25x • $GOOGL ~25x • $MSFT ~22x •…↗

Jun 7

Michael | Hypermarkets — The AI supercycle is in year 3 of 15. You didn't miss it. You'd make millions by knowing whats coming and buying dips until 2030+ Pay attention, we just finished Phase 1 2023-202…↗

Jun 7

Michael | Hypermarkets — $MSFT and $AAPL have been competitors for 50 years. $MSFT since IPO returned 929,900% $AAPL since IPO returned 316,300% $SPCX IPO is on June 12 at $2 trillion valuation. This is…↗

Jun 6

Michael | Hypermarkets — President Trump buying AI companies again. Last time this happened, $INTC $20 → $130 up 650% $DELL $235 → $470 up 200% $MU $320 → $1100 up 350% $IBM $220 → $330 up 150% This tim…↗

Jun 5

Ben Pouladian — Google sold stock this week to fund AI capex. Meta, Microsoft and Amazon are weighing the same move The same week, NVIDIA pledged to return more than 50% of free cash flow to shar…↗

Jun 5

amit — oh my goodness financial times reporting that $META is now thinking of raising "tens of billions" in new share sale $GOOGL opened the floodgates...if all the Mag 7s think the ma…↗