Trade Whisperer — @dylanlep2 I am holding all 6. I have $TSM $COHR $LITE $GLW too.
Smaller positions on software for $NOW, $PLTR, $RDDT, $MSFT↗
Jun 4
Michael | Hypermarkets — TIER 2 — OPTICAL & NETWORKING BOTTLENECKS (The New Hottest Layer)
#6 $COHR (Coherent Corp.) — Nvidia invested $2 billion in Coherent in March 2026 alongside a multiyear purchase c…↗
Jun 4
Jerry Capital — 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, Anthr…↗
Jun 4
Frenchie — @MatthieuCeronne Merci pour la mention
Oui je la suis. Elle a culminé il y a ~1 mois sur la rumeur d'un deal $MSFT, après que des particuliers aient déniché des photos de sa mach…↗
Jun 4
Michael | Hypermarkets — AI COMPUTE is sold out until end of 2028.
This is exactly how you become a millionaire, you buy and hold these companies:
GPU / CHIPS (Direct Compute Suppliers)
$NVDA
GPU monopo…↗
Jun 4
TheValueist — $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…↗
Jun 4
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $BTC Bitcoin’s selloff is worsening, with the price falling below $63,000 for the first time since Feb…↗
Jun 3
Lando — @Mapago9 Deals signed especially with another hyperscaler/frontier lab will confirm the thesis. Delivery on $MSFT will be huge, Sweetwater developing, more acquisitions, better mar…↗
Jun 3
Daave “3 and 30” Tepper — MSFT MAI here to play
Disaggregating the model, inference software and GPUs; giving enterprise control over the post-training
A middle ground btw open source and close source fro…↗
Jun 3
TheValueist — $NVDA $MU $SNDK $LITE Come on guys at $MSFT . Simply bring back Clippy and call it a day. That’s all people really want.↗
Jun 3
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Marvell is up around 50%, on pace for its best day ever and adding more than $80B in market cap, after…↗
Jun 2
AlmaCap — The AI labs and SpaceX are all IPOing to raise funding to accelerate their AI build-outs. Meanwhile the MAG 7 have been funding their buildouts from operating cashflows... that isn…↗
Jun 2
The Future Investors — $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…↗
Jun 2
Shay Boloor — $MSFT introduced a new quantum chip aimed at building a useful quantum machine by 2029.
You own the stock for Azure and improving Copilot monetization but quantum remains a free c…↗
Jun 2
InvestmentGuru — $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 fo…↗
Jun 2
Shay Boloor — @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.↗
Jun 2
Shay Boloor — $MSFT unveiled its next-generation quantum chip called Majorana 2 and says it is targeting useful quantum machines by 2029.
Microsoft says AI-designed materials helped unlock a ma…↗
Jun 2
The Future Investors — $MSFT Microsoft introduced Project Solara, an Android-based OS built for AI agent devices .
🤖 Designed for AI-first experiences
📱 Runs on Android instead of Windows
🖥️ Demoed…↗
Jun 2
Shay Boloor — $MSFT announced Project Solara at Build which is a new AI device architecture built around autonomous agents running locally while staying connected to cloud data centers.
$NVDA C…↗
Jun 2
Shay Boloor — $MSFT CEO Satya Nadella highlighted Microsoft is pushing AI deeper into Windows, silicon, developer tools and data center infrastructure:
• Previewed Cobalt 200 chip
• Introduced…↗
Jun 2
Wayne Liang — NGL, $NBIS sitting at ATH seems appealing...
Better late than never?
Structurally, it looks phenomenal:
> $44B+ contracted customer backlog
> $NVDA equity stake (~$2B via warra…↗
Michael | Hypermarkets — The easiest way to be a millionaire by 2031:
Is letting your money compound by buying and holding:
For example:
$NOW as demand for agentic AI goes up and token uses increase so…↗
Jun 2
PhotonBull — Two forces dominate global capital right now and nothing else comes close in scale or durability.
We often hear stories about the K-shaped economy and how the regular consumer is…↗
Jun 2
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $GOOGL Alphabet is proposing an $80 billion equity capital raise to expand its AI infrastructure and c…↗
Jun 2
Michael | Hypermarkets — In 1 year, $NBIS blew up 10x from $20 → $270.
Recently, Leopold owns 6% stake in it.
These 6 stocks under $30 can easily 10x:
1. $CIFR ~$23
$AMZN + $GOOG 15-year leases. $9.3B c…↗
Jun 1
Serenity — @JonahK44 $NBIS is $META and $MSFT.
$GOOGL has done a lot of Fluidstack deals with $CIFR to $WULF for more Colo. my guess is to plug in a lot more of their TPUS↗
Jun 1
Trade Whisperer — @Quantum_memory $MSFT & $GOOGL. Not financial advice.↗
Jun 1
Trade Whisperer — So it looks like $GOOGL wants to win this AI race but there is a cost to being first. More memory. More GPUs. Stay competitive or fall behind.
$META does not want to lose. Zuck ha…↗
Jun 1
amit — Google just opened up the floodgates for the Mag 7 to begin doing ATM offerings.
The Mag 7 used to buy back stock. Now they are dumping shares in the open market.
Why? AI infras…↗
Jun 1
BULL OF BRITAIN — The SaaS rally doesn't look like its ending soon. We are currently in some weird liquidity war at the minute
> Space tanking, Small trims in Semi/Photonics -> SaaS catching bid.…↗
Jun 1
Trade Whisperer — @Bios4L I never accumulated $MSFT on the explosive narrative. I expect this name to go up slowly but then market will prove me wrong.↗
Jun 1
Tradable Astronaut — Solid day on shitco account
Consists on $ASTS at $101.90
Swung $MSFT & $ORCL into this week
Shared what I was looking at with Aion members & everyone killed it🧵 https:/…↗
Trade Whisperer — $MSFT Blue Candle: $400 → $466
Upper BB is being tested. 👀
$MSFT & $NVDA announced a new generation of powerful, efficient thin-and-light Windows PCs powered by NVIDIA RTX S…↗
Jun 1
amit — 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…↗
Jun 1
Trade Whisperer — $NOW +29% $PLTR +20% $CRWD +18% $MSFT +11%
Since my Agentic AI Software callout. https://t.co/adR63LezIH↗
Jun 1
Nick Colas & Jessica Rabe (DataTrek) — The Mag 7 are responsible for just 31% of the S&P 500’s YTD return of 10.7%. The biggest contributors: $GOOG (+1.2 points), $AAPL (+1.0 pt) & $NVDA (+1.0 pt). $MSFT saw a s…↗
Jun 1
Nick Colas & Jessica Rabe (DataTrek) — Tech is now in a league of its own, +32.7% YTD. This isn't due to its largest holdings: $NVDA (+13.2%), $AAPL (+14.8%), and $MSFT (-6.9%). Rather, it is second tier, AI/Semi relat…↗
Jun 1
Michael | Hypermarkets — JENSEN HUANG DOING IT AGAIN
IN TAIPEI, HE SAID THESE STOCKS ARE THE FUTURE:
$NOW — AI agents run inside ServiceNow's enterprise software stack
$CRWD — Security layer every AI fa…↗
Jun 1
Michael | Hypermarkets — CEO $NVDA Jensen Huang says the market got it wrong on software stocks.
This is CHEATSHEET for what Jensen wants you to buy right now:
1. $NOW — ServiceNow
"We're working with C…↗
tae kim — Game on Donkey Kong! $NVDA $MSFT https://t.co/EWwUipKAAl↗
Jun 1
Ben Pouladian — 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 sto…↗
Jun 1
Shay Boloor — 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 wo…↗
Jun 1
Shay Boloor — Jensen Huang just said $NVDA and $MSFT have spent the last three years reinventing the PC for the AI era where local models can run directly on the device instead of relying entire…↗
Jun 1
Kevin Maro — 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↗
Jun 1
Michael | Hypermarkets — I called out $NOW at $85 → $135 up 160% already.
It's going to triple by 2027 and Trump's favorite stock too.
Right now, these 10 SaaS plays have 1000% potential:
1. $NOW targe…↗
Jun 1
Shay Boloor — $ARM flying overnight past $385 as upcoming $NVDA & $MSFT AI PCs are expected to run on next-gen CPUs built on Arm architecture.
This is the PC becoming the next AI endpoint w…↗
Jun 1
InvestmentGuru — 15 stocks with bullish setup, I’m watching closely in this market.
$IBM — Legacy giant quietly reinventing itself around AI and hybrid cloud. Consulting + watsonx is a sleeper com…↗
Jun 1
Serenity — @michaelsikand Yep agreed, i think just in general if your stock isn’t called $MSFT or a big Software name.
You would need to calculate your own fwd P/E ratios with hypergrowth na…↗
Jun 1
InvestmentGuru — SaaS Sector Scan — Green Across the Board
Every name on the SaaS watchlist closed green last week . No exceptions.
$NOW was the standout mover of the session — volume confirmed t…↗
Jun 1
Serenity — $AAOI is actually my favorite photonics exposure in the US market right now.
I went long last year with low sizing at $28, back when I guessed they were qualifying with $AMZN and…↗
Jun 1
InvestmentGuru — AI Trade Continues to Power Higher in Overnight Trading
The AI infrastructure and software rally is showing no signs of slowing down:
AI Server Makers
$DELL +3%
$IBM +13%
$HPE +9…↗
May 2026 · 148 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 · 168 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
TheValueist — Read this, friends, if you are investing in the GAI infrastructure ecosystem. This is a damn good analysis and synthesis, and I am not simply saying that because we created it. Ver…↗
Apr 30
Daniel Koss — Could SK Square be a 10x stock?
I believe SK Square (KRX: 402340) could be one of the craziest risk/reward opportunities in the market right now!
Please read the full post to und…↗
Evergreen Capital — @JerryCap $MSFT should be more focused on building AI-embedded products that actually work/compete at the frontier than whatever this is. The frontier model cos are increasingly la…↗
Mar 30
Jerry Capital — eventually this is 3+ models and open-source and it's extremely bullish $MSFT↗
Mar 30
Dustin — $MSFT bottom out will take time....but promising IMO↗
Mar 30
Jerry Capital — Imagine reading this and being bullish model cos? $MSFT
"Council is an alternative approach, designed for side-by-side comparison across multiple models. Available when Model Cou…
February 2026 · 50 mentions
Feb 28
Mike Investing — Currently $SPY (S&P 500) is just down -2.5% off ATH’s meanwhile:
$NVDA (Nvidia) is down 17%
$MSFT (Microsoft) is down 33%
$META (Meta) is down 19%
$TSLA (Tesla) is down 21%
$AAPL…↗
Feb 27
KaizenInvestor — @aleabitoreddit Brilliant breakdown! Given the intense optical transceiver bottleneck and desperation from players like $GOOGL and $MSFT, do you think there's a possibility of hype…↗
Feb 25
KaizenInvestor — @StockSavvyShay This is a major win for public grids. By forcing Big Tech to self-procure, regular consumers won't absorb the massive energy costs of the AI boom.
Expect $AMZN, $…↗
JC Investing — $MSFT is starting to look attractive at these levels
Not the biggest fan but…. It’s been flat for the past 12 months
Sub 30 P/E
$100B Capex in robust AI projects this year htt…↗
Jan 30
The Future Investors — $MSFT Microsoft reportedly signed a $750M, three-year Azure cloud deal with Perplexity, shifting the AI firm away from Amazon Web Services and strengthening Microsoft’s position in…↗
Jan 30
The Future Investors — Software stocks are under pressure 📉
AI will reshape business models and moats 🤖
Who’s your long-term winner?
Choose your fighter 🥊👇
$MSFT $CRM $ADBE $NOW https://t.co/2Mk25WW…
December 2025 · 11 mentions
Dec 30
Zephyr — @aleabitoreddit Bro, u are modeling 30x price increases
I'm not saying price increase won't happen (in fact, rn is a pretty good time to buy InP producers and substrate suppliers),…↗
Dec 20
The Future Investors — Brookfield expects AI compute to grow to 82 GW by 2034, with AI training and inference taking a rapidly growing share of global data center capacity 🤖📈
$NVDA $AMD $MSFT $GOOGL $…↗
Dec 20
The Future Investors — Morgan Stanley expects the global robotics market to grow from $91B today to $25T by 2050 — a 250× expansion 🤖🚀
Robotics is a full stack — these stocks stand to benefit 👇
🥇𝗧…↗
Puru Saxena — AlphaTarget Pulse - new pod
AI Competition, Neoclouds vs. Hyperscalers
Topics-
-Stock market outlook
- AI cycle + competition
- Neoclouds vs. Hyperscalers
- $NVDA $GOOGLE $MSF…↗
Nov 24
The Future Investors — $MSFT SemiAnalysis expects Azure’s revenue growth to ramp up to 54% by the end of 2026 — truly massive acceleration 🚀🤯
So… are we really in an AI bubble? 😉😅 https://t.co/N54Qh…↗
Nov 20
Daave “3 and 30” Tepper — YES, but
Oct: Anthropic ordered 1M TPUs from GOOGLE CLOUD
Nov: Anthropic receives $10 billion from $NVDA and $5 billion from $MSFT.
3 things:
1. TPUs competitive with GPUs
2…↗
The Future Investors — Meta, Microsoft, Alphabet, and Amazon spent nearly $100B in capex last quarter — a record — as they double down on AI infrastructure. $META $MSFT $GOOGL $AMZN https://t.co/zvjADYk…↗
Oct 30
The Future Investors — Cloud Infrastructure ARR & Growth (Y/Y)
🟠 AWS | $132B (+20% 📈)
🔵 Azure | ~$88B (+40% 📈)
🟢 Google Cloud | $61B (+34% 📈)
Azure is catching up fast — can it surpass AWS in…↗
Oct 30
Lawrence McDonald — S&P 500
A. Relative Strength is strong, close to a 70-handle, yet fewer than 30 stocks have an RSI near 70.
B. Close to 18% of the index composition is in three stocks: Nvid…↗
Lawrence McDonald — ALERT - Nvidia $NVDA - Microsoft $MSFT, and META's $META growth trajectory is dependent on this sustained middle-class rip-off charade.↗
Sep 24
Tech Fund — Be careful with analysts using Shiller PEs to value growth companies – the Shiller PE takes into account EPS of 10, 9, 8, etc. years ago!
Imagine using $NVDA $META $MSFT $GOOGL etc…↗
Sep 23
Daave “3 and 30” Tepper — hysterics around this are misplaced. smells bad no doubt, this is a massive scale challenge exceeding any single company’s capital avail. Even hyperscaler $msft $goog $amzn will ru…↗
Sep 23
Ray Wang — General Manager of $MSFT Taiwan Bian Zhixiang on $NVDA-Open AI Partnership: "NVIDIA’s investment in OpenAI will create a positive cycle: OpenAI develops models, which are then deli…
August 2025 · 5 mentions
Aug 20
Lawrence McDonald — Regime Change - Gold Miners $AEM (+232%) laying a beating on AI $MSFT (+80%) since 2022.
Current Valuation
Microsoft: $3700B
All Gold and Silver Miners: $550B*
*Combined, Bloom…↗
Aug 11
Nancy Pelosi Stock Tracker ♟ — Then there's stocks she's been holding for a while including
Crowdstrike $CRWD: ~+40%
Microsoft $MSFT: ~+12%
Apple $AAPL: ~+40%
Amazon $AMZN: ~+44% https://t.co/W8ECUuqaBp↗
Alex Morris (TSOH Investment Research) — Microsoft update Monday morning at TSOH Investment Research $MSFT
As always, will include prior disclosure of any proposed portfolio changes https://t.co/4qVvqhQNnU↗
Jul 31
Puru Saxena — Azure at ~$86 billion run rate grew 39% YoY!
YoY growth accelerated (see below) $MSFT https://t.co/hNcJX5Hxph↗
Jul 30
SpotGamma — so many earnings after the close
$MSFT $META $ARM $HOOD $EBAY $QCOM $MGM $CVNA
https://t.co/zDVAni80Na https://t.co/ebAk4V0HmN↗
Jul 17
Raging Capital Ventures — Bought a variety of puts to further complement my short book over the past week or so: $KNSL, $LYV, $CRDO, $MSFT, and $PLTR.
June 2025 · 2 mentions
Jun 27
Raging Capital Ventures — Chatted with former senior $MSFT exec who went out of his way to cast shade on $PLTR: Said they have a lot of technical debt and that their core tech stack is now actually quite d…↗
Jun 10
Puru Saxena — Buying high quality compounders > buying cheap
$ADBE, $AMZN, $CRM, $MSFT, $NFLX, $TSLA are some examples of companies which traded at high multiples when they were young, yet h…↗
Wayne Liang — About $NVDA becoming the operating system of civilization...
$NVDA and $MSFT are set to unveil the first $ARM based Windows PCs powered by Nvidia's N1X chip at GTC Taipei on Monda…↗
May 30
Michael | Hypermarkets — It's 2035, you're a millionaire, you did exactly this in June 2026:
1. Open up a ROTH IRA (or tax-free savings account)
2. Buy stocks Trump is telling you to buy when he says it (…↗
May 30
unusual_whales — Microsoft, $MSFT, is building a super app that combines coding, chat, and other Copilot AI tools, per FORTUNE.↗
May 30
Serenity — 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 compa…↗
May 30
Shay Boloor — $NBIS is on pace to grow revenue more than 20x while generating nearly $35B across the next three years:
• 2026: $3.4B (+550% YoY)
• 2027: $10.9B (+219% YoY)
• 2028: $20.4B (+85%…↗
May 30
Jukan @COMPUTEX — 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↗
May 30
Shay Boloor — $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…↗
May 30
Michael | Hypermarkets — $NOW can easily triple from $125 by Jan 2027.
Remember, token use is expected to 2800% in 5 years says $GS.
So these 24 stocks can still 10x-20x:
(COMPUTE / GPU)
1. $NVDA — Eve…↗
May 30
Trade Whisperer — $MSFT Blue Candle: $400 → $450. Shared this on X.
This is what happens when a BLUE candle aligns with a Volume Node. A Launch Pad.
Get 300+ charts daily. Try it free:
https://t.c…↗
May 29
Tradable Astronaut — $MSFT + 9% since
Closing above 200 MA for the first time in 6 months
Above $455 = $475
Have a great weekend everyone❤️ https://t.co/m5QX7VKSOd↗
Mo — June seasonality is very clear.
$SPX
Strong early June → steady advance through mid-month → seasonal pause late month → positive finish into month end.
$AAPL
Early strength → wea…↗
Shay Boloor — $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 featur…↗
May 29
Trade Whisperer — $NOW+ 14% $PLTR +9% $CRWD +8% $RDDT +5% $MSFT +4%
Remember, these aren't just some random picks of mine. I've shared the AI thesis with all five since 2024.↗
May 28
Shay Boloor — $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…↗
May 28
Tradable Astronaut — $MSFT weekly. Held the 50% retracement from ATH to 2022 lows.
Now pushing back toward $430.
Above that and this thing has room to run. https://t.co/feuCZjH6nj↗
May 28
unusual_whales — "Microsoft, $MSFT, AI chief gives 18 months for all white-collar work to be automated by AI," per FORTUNE.↗
May 28
Shay Boloor — $QCOM introduced Snapdragon C which is a new entry-tier processor platform for affordable PCs.
Qualcomm is bringing on-device NPU acceleration to cheaper PCs by expanding local AI…↗
May 28
InvestmentGuru — $SNOW’s monster quarter just sent a signal across EVERY sector of the market
Here’s the full sector-by-sector breakdown of what it means and what to watch
DATA INFRASTRUCTURE — Di…↗
May 28
Serenity — Ayar’s announcement today with Wiwynn is potentially very material for $SIVE regarding CPO -> rack scale deployments.
As Wiwynn cloud clients include $AMZN, $META, $MSFT.
And th…↗
May 28
Tigris 会讲课教授是好老师 — $SNOW 财报后盘后暴涨超30%。为何不怕AI杀死软件了？
收入34%，全年指引上调只是表面。市场真正重新定价的，是 Agentic AI 进入企业之后，谁能掌握数据、权限、治理和行动接口，谁就可能从“被 AI 吃掉的软件”，变成 AI 必须经过的控制层。
这正是我此前这篇文章的核心判断……
看懂它，也就看懂今晚 $SNOW 为什么涨。
AI 杀死的…↗
May 28
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Leopold Aschenbrenner’s Situational Awareness LP, known for its early calls on $BE, $SNDK, and $INTC,…↗
May 27
Shay Boloor — $DELL won a five-year ~$9.7B Pentagon agreement to provide $MSFT enterprise software across the U.S. military. https://t.co/R0cdj52jGE↗
May 27
Lando — I know this isn’t related to $IREN, but it sounds all too familiar $DELL $MSFT↗
May 27
Serenity — Back when $AAOI was ~$20-30 when I went long:
I thought $AMZN and $MSFT were qualifying specific optical transceivers for their ASIC programs.
Turns out it’s more interchangeable…↗
May 27
tae kim — 👀 Morgan Stanley: "Microsoft’s installed datacenter footprint could scale from ~5GW in FY24 to ~20GW by FY28, based on our estimates." $MSFT↗
May 27
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. UBS raised its price target on Micron $MU to $1,625 from $535 while maintaining a Buy rating, citing s…↗
May 26
Tradable Astronaut — -35% drawdown. Same setup as 2022. $10M bet on
$705 by December 2027.
Do you think $MSFT sees $750 by 2028?
$MSFT 👀
TLDR :
DD by @DeepInference : https://t.co/OyKHdHpOq7 http…↗
May 26
Tradable Astronaut — 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 i…↗
May 26
Tradable Astronaut — $MSFT drew down 38% in 2022.
What followed was a +121% run over the next 2 years.
Current drawdown: -35.22%.
Someone just noticed. 🧵 https://t.co/3x7gkwNoFg↗
May 25
amit — It has been a bull market, but not everywhere.
There are MANY stocks down heavily YTD and while semis and AI can continue the rally, there are names that have been compounding and…↗
May 25
Mike Investing — Renowned billionaire Stanley Druckenmiller has long advocated:
“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”…↗
May 25
Shay Boloor — $NVDA EXPECTED TO BECOME THE MOST PROFITABLE COMPANY IN WORLD BY 2027
The global profit pool is shifting toward AI compute, memory & the platforms scaling on top of both:
1.…↗
May 25
Shay Boloor — THREE LAYERS BENEFITING FROM AI COMPUTE REPRICING
Compute pricing is starting to reset higher with long-term contracts being locked in at premium prices, spot markets are firming…↗
May 25
unusual_whales — Microsoft, $MSFT, has started canceling Claude Code licenses, per the Verge↗
Shay Boloor — $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 wi…↗
May 24
InvestmentGuru — QUANTUM COMPUTING — The Full Sector Map. Every Play. One Post.
PURE-PLAY QUANTUM
$IONQ → Trapped-ion leader. Best-in-class qubit fidelity. Customers include Airbus, AstraZeneca,…↗
May 24
Tech Fund — The data center CPU market is getting crowded, with large players looking to gain share:
$AMD $NVDA $INTC $ARM $QCOM $AMZN $MSFT $GOOGL
The most obvious ways to play the growth…↗
Michael | Hypermarkets — President Trump knows US is 90% behind China in quantum technology.
China already invested $30B in quantum. The US just $2B.
So now he is catching by buying:
1) $IBM → $1B
2) $G…↗
May 22
InvestmentGuru — Trump Just Put $2 Billion Into Quantum Computing
The Full Quantum Ecosystem to Watch:
Pure-Play Quantum:
→ $IONQ | $QBTS | $RGTI | $INFQ | $QUBT | $XNDU
Quantum Security:
→ $ARQ…↗
May 22
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Anthropic is reportedly in early talks to rent Azure servers powered by Microsoft’s $MSFT Maia AI chip…↗
May 21
unusual_whales — Anthropic is in talks to use Microsoft's, $MSFT, AI chips, per the Information↗
May 21
Shay Boloor — OpenAI and Anthropic are locking up capacity years in advance because whoever controls compute controls how fast AI products, agents and inference revenue can scale.
Nearly half o…↗
May 21
Shay Boloor — Anthropic is reportedly in talks to rent servers powered by $MSFT Maia AI chips as it looks for more compute to run Claude.
This shows how severe the AI compute shortage still is…↗
May 21
Tradable Astronaut — $MSFT - ANTHROPIC IS IN TALKS TO USE MICROSOFT’S AI CHIPS - THE INFORMATION https://t.co/RuCTnt47rQ↗
May 20
InvestmentGuru — $NVDA Q1 FY’27 EARNINGS — BEAST MODE
💰 EPS: $2.40 — up +212% YoY
📈 Revenue: $81.61B — up +85% YoY
And they’re not slowing down 👇
🔭 Q2 FY’27 GUIDANCE:
→ Revenue: $91.0B (±2%)…↗
May 19
Shay Boloor — Bill Ackman runs a $13.7B portfolio with ~77% of it in just 5 stocks:
• $BN ~18%
• $AMZN ~17%
• $UBER ~16%
• $MSFT ~15%
• $META ~11%
The portfolio is basically a bet that the bi…↗
May 19
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Markets whipsawed throughout the day as Iran headlines shifted. Premarket stocks turned sharply green…↗
May 18
Mike Investing — The $NVDA CEO, Jensen Huang just revealed the full 5 layer stack the AI super cycle is built upon…
These 5 layers include:
1. Energy ~ $CEG, $VST, $OKLO, $EOSE, $GEV
2. Chips & C…↗
AlmaCap — Some stocks eyeballing look cheap.
$msft $meta $ttd $NOW
Not investigating, not buying. Keeping focus on memory and broader semis complex. Nothing else matters to me right now.↗
May 17
Michael | Hypermarkets — @stockMARC_ket @SuperLuckeee Sometimes I make a typing error! $MSFT↗
May 17
Michael | Hypermarkets — In 1 year, $ENLT spiked 600% from $15 to $90+
Right now, $NVDA CEO wants you to buy sustainable energy companies.
Here's 7 stocks under $10 that can 20x just like $BE:
1/ $PLUG…↗
May 17
InvestmentGuru — 5 STOCKS TO BUY ON THE NEXT ROTATION
The market rotates. Smart money repositions. Here are five names that become must-own on the next meaningful pullback.
$META — AI Monetizatio…↗
May 16
Mike Investing — If your looking to make generational wealth in 2026, then buy & hold these 8 names…
1. ServiceNow ~ $NOW
2. Nebius ~ $NBIS
3. Iren ~ $IREN
4. Rocket Lab ~ $RKLB
5. AST SpaceMobile…↗
May 16
amit — @Rw1855 1.) He doesn’t need to manage the money in his foundation day to day
2.) He’s been retired for a long time and richer than anyone can imagine
This seemed to be a decision…↗
Michael | Hypermarkets — 20 stocks I'll add in this May/June 2026 $SPY crash.
Remember, market always bounces back to all time highs.
1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional…↗
amit — Bill and Melinda Gates Foundation sold 100% of their Microsoft $MSFT position…
The guy who created Microsoft just had his foundation dump the entire stake, 7.6M shares.
Either he…↗
May 15
Shay Boloor — Bill Gates Gates Foundation fully exited its $MSFT position in Q1 https://t.co/dhispuVSZc↗
May 15
Shay Boloor — Bill Ackman fully exited $GOOGL last quarter and opened a new $2.1B position in $MSFT. https://t.co/THSNUr0i3A↗
May 15
amit — @frombroke2bull That’s the worst part, all though they feel like great buys we are at ATHS so if we do drop, everyone including $META and $MSFT get hit↗
May 15
amit — @LeedzLyfe $NKE is just not similar to $META or $MSFT↗
May 15
amit — 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…↗
May 15
TheValueist — From my Excel this morning... $MSFT just put the paperclip back. Leverage the brand awareness. People will actually think it is funny and use it! https://t.co/GmhpKGQ4Cq↗
May 15
Antonio Costa — $META has a gap to fill ... should follow $MSFT very soon imho https://t.co/ljqL1qK7sJ↗
May 15
Antonio Costa — $MSFT back over its EMA100 looks ready to test its EMA200 Microsoft is destroying today the $SPY BEARS 🤣 https://t.co/v2t6W3Oidv↗
May 15
Shay Boloor — @VanquishTrader Wild to see $MSFT near its cheapest valuation in 6 years.↗
May 15
InvestmentGuru — Trump’s Q1 2026 Portfolio Moves Just Dropped, And the rotation tells a very clear story.
What He SOLD
→ $AMZN — $5–25M range
→ $META — $5–25M range
→ $MSFT — $5–25M range
Exiting…↗
May 15
Shay Boloor — He says Pershing Square started building a $MSFT position in February and has now made it a core holding.
He says Microsoft still “offers compelling value.”↗
May 15
Shay Boloor — BILL ACKMAN DISCLOSES NEW POSITION IN $MSFT https://t.co/qxN1sqVS5h↗
May 15
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. $CBRS Cerebras opened about 75% above its expected IPO price of $185, giving the AI chip company a rou…↗
May 14
Chris — President Trump just disclosed over 100 pages of stock trades to the White House Office of Ethics.
One of the first times we’ve seen a sitting President actively trading individua…↗
May 14
amit — PRESIDENT TRUMP JUST SUBMITTED HIS STOCK PURCHASES/SALES TO THE WHITE HOUSE OFFICE OF ETHICS.
The document is over 100 pages and has thousands of trades.
This is one of the first…↗
May 14
Michael | Hypermarkets — All the stocks Trump bought are up 100%-200% so far.
When he says to "BUY THE DIP" you do it if you want to retire before 40.
1/ NVIDIA $NVDA — AI compute is the oil of the 21st…↗
May 13
unusual_whales — Microsoft, $MSFT, has said that it has spent over $100 billion on OpenAI partnership, per FP↗
May 13
The Future Investors — Markets at all-time highs. Semis through the roof 📈🚀
But that’s far from the full story…
Many stocks are still trading well below their 52-week highs 📉🌠
$META | Meta: -23%…↗
May 13
Shay Boloor — $MSFT says it has invested $100B into its OpenAI partnership. https://t.co/vRCEMbfDFE↗
May 13
Wayne Liang — $AMD is ~30% of my long-term swing account, and I'll explain why.
The valuation gap between $NVDA and $AMD is way too appealing. Roughly 7.5x apart...
Both produce hardware that…↗
May 13
Daniel Koss — 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…↗
May 13
Shay Boloor — $NBIS CFO said its $MSFT and $META contracts should unlock significant asset-backed financing.
He expects the financing to come at attractive terms because it is backed by Microso…↗
May 13
Michael | Hypermarkets — FREE swing trading cheatsheet (bookmark this and print it off)
PRO-TIP:
- In this bull market, focus on swing trading super strong companies like $TSLA $AAPL $NVDA $SPY $META…↗
May 13
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here's a full recap:
1. Stocks opened lower today as investors reacted to hotter inflation, rising oil prices, and renewed con…↗
May 12
Shay Boloor — $MSFT 20% revenue share could have reached ~$135B under old structure so huge revision in new deal.
The trade-off is OpenAI may pay more near term because it can no longer defer…↗
May 12
Shay Boloor — OpenAI reportedly capped $MSFT total revenue share at $38B under its revised deal.
That could give OpenAI more flexibility to work with $AMZN and $GOOGL as it builds toward a pote…↗
May 12
amit — A TON OF THINGS HAPPENED IN THE STOCK MARKET TODAY.
Here’s a full recap:
1. The $SPX S&P 500 and $QQQ Nasdaq closed at fresh all-time highs today, even with oil spiking and U.S.-…↗
May 11
Serenity — Not sure why people ask these types of questions across every single stock from $AAOI to $LPK under every post?
I've already said multiple times, I have positions after $FLNC ear…↗
May 11
Serenity — I actually think $FLNC should be a lot higher.
The implications of having 2 incoming direct hyperscaler contracts in 1 quarter is enormous.
$MSFT to $AMZN don't sign tiny deals…↗
May 10
AlmaCap — How im playing the blokcbuster IPOs.
$CBRS – yes
$SpaceX – no
$Anthropic – no
$OpenAI – no
$CRBS: Nvidia competitor for inference, new architecture, memory advantage (maybe), Ope…↗
May 10
Shay Boloor — HOW MUCH PROFIT THE MAG 7 PRINT EVERY 24 HOURS
• $NVDA ~$485M
• $GOOGL ~$435M
• $MSFT ~$421M
• $AAPL ~$393M
• $AMZN ~$261M
• $META ~$251M
• $TSLA ~$10M https://t.co/B370rgSDCH↗
May 10
Shay Boloor — 10 WAYS TO BUILD AN AI POWER PORTFOLIO
1. $OKLO effectively building the “local nuclear plant” the AI economy will require by placing reactors directly next to data center campuse…↗
May 9
Wayne Liang — So I posted $MU back in August 2025 when it was sitting around ~$118, calling a soon-to-come reversal from that choppiness.
Two weeks later, the first https://t.co/r8G8UwUxO6 buy-…↗
May 9
Shay Boloor — 10 WAYS ROBOTICS IS GETTING BUILT OUT ACROSS SECTORS
1. $NVDA infrastructure layer for robotics stack where humanoid robots from Optimus to Atlas can train in Nvidia’s Isaac Sim v…↗
May 9
Mike Investing — The AI super cycle is currently in year 4 out of 15, meaning we are still very early on!
Many who know & capture the next phase cycles will become millionaires.
Phase 1 is offici…↗
May 9
Michael | Hypermarkets — Cathie Wood says inflation will go under 2% in 2026.
SPY will spike from $730 to $1000+ in a few years.
Cathie says (in her latest video):
Manufacturing going up (flatbed deman…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
May 9
Shay Boloor — Paul Tudor Jones went from saying it would be “really hard to make money from here” last month to now buying a basket of AI infrastructure stocks.
He’s comparing today’s AI setup…↗
May 8
TheValueist — $NVDA $GOOGL $MSFT Well, it looks like Chris Hohn might be thinking along the same lines as me. https://t.co/4H0uGTrq1M↗
May 8
The Claude Portfolio — Breaking: Claude just made it's largest overhaul of the portfolio to date
Here's what it did with the $50,000 we gave it
1. Closed Nvidia position for a 5% gain
2. Closed Devon E…↗
May 8
Michael | Hypermarkets — The AI supercycle is no longer about $NVDA
AI is no longer ONLY GPU driven.
As AI agents begin reasoning, scheduling, retrieving memory, calling tools, and operating software aut…↗
May 8
amit — @GpeterTrades $MSFT will be back…just not now
ironically all their capex is what gives the semis their run 😆↗
May 8
Michael | Hypermarkets — The AI supercycle is year 3 of 15 only.
Pay attention, you're not late!
This is a buy-and-hold infrastructure cycle.
These are the catalyst for every layer:
PHASE 1 — COMPLETED…↗
Serenity — @AorakiTrading Yeah, I wouldn’t have taken positions if they didn’t get 2 hyperscaler agreements.
One large $MSFT contract as seen with $NBIS would likely cause a massive rerating…↗
May 7
Shay Boloor — OpenAI’s reported $AVGO custom AI chip deal has allegedly hit a $18B financing snag tied to $MSFT not committing to ~40% of the first wave chips.
Hard to buy when AI compute deman…↗
May 7
Michael | Hypermarkets — The AI supercycle is 15 years long! This is only year 3.
Invest in these companies and you're a millionaire in less than 10 years.
This is AI infrastructure value chain (every ke…↗
May 7
Serenity — 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 Hyperscal…↗
May 7
Wayne Liang — $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 sim…↗
May 7
Michael | Hypermarkets — The AI supercycle is year 3 of 15. You're still super early!
Millionaires will be made by knowing whats coming and being patient. This is buy and hold market.
Pay attention, we j…↗
Lawrence McDonald — 2026 - Hard Assets vs. Financial Assets
BHP Group $BHP +42%
Rio Tinto $RIO +35%
Nuclear $URNM +23%
Aluminum $AA +18%
Copper $COPX +16%
Coal $COAL +13%
vs
Mag7 $MAGS +3%
Facebook…↗
May 6
Wayne Liang — Alright so BlackRock teased a new partnership with an unnamed hyperscaler coming later this week.
$13.9 Trillion in AUM deciding where to put capital next... this is absolutely ma…↗
May 6
unusual_whales — Microsoft, $MSFT, may abandon its clean energy data centre targets, per FP↗
May 6
Shay Boloor — OpenAI partnered with $NVDA, $AMD, $AVGO, $INTC and $MSFT to develop MRC which a new protocol for large AI training clusters.
The goal is to improve GPU networking performance and…↗
May 6
Shay Boloor — $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 r…↗
May 6
Daave “3 and 30” Tepper — 10,000%
who does the recurring profit margin and efficiency gains accrue to?
First order installed compute
$nbis $crwv $orcl $msft $goog anthro and oai
second order the companie…↗
May 5
amit — @chrisstlmo @fitz_keith @ErikPBrown1 Yes, there is no big boys manipulation lol
Software is not getting a good rep right now.
That’s it.
Companies growing 50%+ in software can…↗
May 5
Shay Boloor — $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…↗
May 5
Jason Luongo — 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…↗
May 5
Serenity — Just a recap of recent information discovery + likely mapping with $SIVE:
-> $JBL 1.6T
-> Lightmatter
-> Ayar
-> $MRVL Celestial
-> Lightelligence
-> $POET
-> $GFS ecosystem
->…↗
May 4
Wayne Liang — So we all know fundamentals will tell us what stocks to buy, and technicals can tell us when to buy...
Here's a mix of Neocloud Infrastructure updates using technicals (1D) & fund…↗
May 4
The Future Investors — Cloud infrastructure revenue came in at $129B in Q1 2026 (+36% YoY) 🚀
The market share by provider:
🟠 AWS | 28% (0%)
🔵 Azure | 21% (0%)
🟢 GCP | 14% (0%)
⚫ Others | 37% (0%)
$A…↗
May 4
SandemanStocks — $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 mak…↗
May 4
Evergreen Capital — 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 3
Mike Investing — The best way to get rich in 2026 is by simply owning the entire AI ecosystem…
Cloud Infrastructure ~ $GOOGL, $AMZN, $MSFT
NeoCloud ~ $CRWV, $NBIS, $CIFR, $IREN
Security ~ $CRWD…↗
May 3
InvestmentGuru — THE NEOCLOUD SECTOR
$CRWV $IREN $NBIS $CIFR
AI demand is exploding, but hyperscalers still can’t build fast enough. That gap is creating one of the biggest opportunities in the…↗
May 3
BULL OF BRITAIN — There will be a very good gauge on how to frontrun
$AAOI earnings this week from multiple ER's. Heres what I'm looking out for to try and predict the future.
> $VIAV [reported -…↗
May 3
Frenchie — Voici un panier d'une vingtaine d'actions que je regarde systématiquement en ce moment :
1. $AAOI - Optical infrastructure play. Si la demande en bande passante pour les data cent…↗
mon — $IREN Sweetwater 1.4GW site energized as scheduled.
A 1.4GW site, fully online, at a time when nearly half of all planned U.S. data centers are either delayed or cancelled altoget…↗
May 1
The Claude Portfolio — Breaking: Claude just bought a new stock and it's already up 8%
Earlier this morning, Claude took our $50,000 and opened a brand new position in Ardelyx $ARDX
Here's it's reason…↗
May 1
TheValueist — $ORCL added to the team today. Larry has a knack for scooping up business from Fed/state/local governments.
$NVDA $GOOGL $AMZN $MSFT https://t.co/NiIKttiJSq↗
May 1
TheValueist — This could be a very big use case for $MSFT built in customer based.
$NVDA $MU $SNDK $LITE↗
— The 4 hyperscalers reported earnings last night. Here are their revenue breakdowns 📊
Who’s your top pick for the next 3 years? ✨
Choose your fighter 🥊🚀
$MSFT $META $GOOGL $AMZN…
mon — $AMZN guided to roughly $200 billion in capex for 2026, $GOOGL to $175–185 billion, $META to $115–135 billion, and $MSFT is tracking toward $145 billion.
Putting the four combined…↗
Apr 30
InvestmentGuru — Here’s my 15-stock AI infrastructure watchlist
AI INFRASTRUCTURE CORE
$MRVL
→ Custom AI silicon for hyperscalers like Google and AWS
→ Data center now the core growth engine…↗
Serenity — From the reference... it does look like Lightmatter uses $SIVE lasers?
Which is brand new information discovery and extremely positive for Sivers.
Lightmatter is a massive priva…↗
Apr 30
The Future Investors — Big Tech is going all-in on AI in 2026 🚀
$AMZN, $MSFT, $GOOGL, and $META are expected to spend a combined $725B on AI capex next year 🤯👇 https://t.co/10gFfnHWR6↗
Apr 30
TheValueist — $AMZN $GOOGL $META $MSFT RESEARCH NOTE - Mega-Cap AI Earnings: Scale Deployment, Capacity Rationing, and Custom Silicon
https://t.co/zBsm2svbqa
Bottom Line: Mega-cap AI earnings…↗
Apr 30
Mike Investing — 1. Nebius ~ $NBIS
They’ve captured a $50B approaching backlog for (2027-2031) consisting of…
- $27B contract from $META for AI compute capacity.
-$19B GPU compute deal from $MSFT…↗
Apr 30
tae kim — I listened to FOUR HOURS of earnings conference calls tonight and distilled all the important management quotes/insights $GOOGL $META $AMZN $MSFT↗
Apr 30
Puru Saxena — We're still early in AI.
- Google Cloud +63% YoY
- Azure growth +40% YoY
- AWS +28% YoY
Meta raised capex growth this year to 94% YoY In 2025, capex grew 87% YoY.
$AMZN $…↗
Apr 30
Wayne Liang — Depending on your approach and what timeline you're looking at... $IREN is the most de-risked with energized megawatts, $MSFT deal, and $NVDA preferred partner.
$IREN is already e…↗
JC Investing — POV: you’re a MAG 7 investor right now
$GOOG beat +22% YoY
$AMZN beat +17% YoY
$MSFT beat +18%
$META beat +30% YoY https://t.co/krd1HKYqx6↗
Apr 30
tae kim — 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 s…↗
Apr 29
Wayne Liang — Capex guidance came in bigger than expected...
As mentioned before, this will directly and positively impact $APLD, $IREN, $CIFR, $SLNH, and many more.
The group was projected to…↗
Apr 29
Serenity — @satyanadella Hey great earnings and nice to see $MSFT accelerating US AI infrastructure.
However, there is one critical vulnerability Microsoft is missing, was wondering if I cou…↗
Apr 29
Evergreen Capital — Something to keep in mind as $META, $MSFT, and $GOOGL all just guided 2026 capex higher:
These numbers don't even account for the inflection we're witnessing with GPT-5.5, the as…↗
Apr 29
tae kim — THREE OUT OF THE FOUR HYPERSCALERS ARE NOW UP. USA! USA! $GOOGL $META $MSFT $AMZN https://t.co/cpYcpxt1pc↗
Apr 29
KaizenInvestor — Looks like all the CapEx guidances have been raised again during the earnings of the hyperscalers.
Here is an overview of the CapEx guidances of $AMZN, $GOOGL, $META and $MSFT.…↗
Apr 29
Serenity — I've monitored the situation for you.
TLDR on hyperscaler capex spend (signal aside from $TSM).
From $MSFT, $AMZN, $META earnings:
Upstream semi supply chains go brrr.
$META:…↗
Apr 29
mon — - $GOOGL Cloud +63% YoY
- $MSFT Azure +40% YoY
- $AMZN AWS +28% YoY
More demand drives more capex.
More capex unlocks more capacity.
More capacity enables new use cases.
And th…↗
unusual_whales — BREAKING: Google, $GOOGL, earnings:
- EPS: $5.11, est: $2.63
- Revenue: $109 billion, est: $107 billion
Microsoft, $MSFT, earnings:
- EPS: $4.27, est: $4.06
- Revenue: $82 billi…↗
Apr 29
TheValueist — $MSFT (Bloomberg) -- Microsoft reported revenue for the third quarter that beat the average analyst estimate.
THIRD QUARTER RESULTS
Revenue $82.89 billion, estimate $81.46 billion…↗
Apr 29
The Future Investors — 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗤𝟯 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $MSFT
EPS: $4.27 vs $4.06 est. ✅
Revenue: $82.89B vs $81.43B est. ✅
Azure growth: 40% vs 38.5% est. ✅
Shares: +3.1% 📈
Like the…↗
TheValueist — Getting ready for some Mag7 fireworks.
$AMZN $GOOGL $META $MSFT https://t.co/rKcAZl3n5t↗
Apr 29
unusual_whales — 4 of the MAG7 report this afternoon $AMZN $GOOGL $META $MSFT
$MSFT has had a recent streak of earnings prints that resulted in price movement that far exceeded the expected move,…↗
Apr 29
Nancy Pelosi Stock Tracker ♟ — And this is why we do it ✍️
Josh Gottheimer (D) disclosed his Microsoft call options on April 7th
Since then:
$MSFT 320 calls, +78.2%
$MSFT 325 calls, +83.5%
Looks like he bough…↗
Apr 29
JC Investing — How does everyone think earnings tonight is going to go?
$GOOG $META $MSFT $AMZN↗
Apr 29
InvestmentGuru — $MU
$MSFT
$GOOG
$TSLA
$TTD
Better setup in this market↗
Apr 29
Serenity — Fun fact, $SIVE just crossed the $1B MC threshold.
So a select few US institutions are able to buy it now (fund mandates)
However, the vast vast majority still can’t until they g…↗
Apr 29
InvestmentGuru — $MU $MSFT $GOOG $TSLA $META
Strong setups in this market.
Leaders remain leaders for a reason, and healthy pullbacks often create the best opportunities. any meaningful pullback i…↗
Apr 29
Daniel Koss — Today is the day!!!
$GOOGL
$MSFT
$AMZN
$META
all have earnings.
I'm super pumped and feel like all my favorite movies are coming out all at once haha
Who's excited? I probab…↗
Apr 29
mon — Today is set to be the busiest day of the year so far on Wall Street.
> Fed rate decision
> Powell’s last press conference as Fed Chairman
> $GOOGL, $MSFT, $META, & $…↗
Apr 29
Serenity — @iktjon There’s no new news with $ALRIB, I’m still long.
I’m just letting markets price it in, not giving any targets.
I do think at $300m MC, the machine supplier to $MSFT qua…↗
Apr 29
Wayne Liang — Tomorrow is probably the most important earnings day of the year so far...
$META, $GOOGL, $MSFT, and $AMZN all report after market closes. $AAPL follows Thursday.
Pay attention t…↗
Apr 29
KawzInvests 🦑 — Insane hyperscaler capex. Insane token/inference demand. And the AI buildout has barely even begun.
Market was shaky today on an OpenAI revenue miss headline and oil ripping on Ir…↗
Apr 28
tae kim — I have been pounding the table over and over on this AI agent megatrend for the last few months. It should be CLEAR and OBVIOUS to ANYONE paying attention.
$NVDA $AMZN $GOOGL $MS…↗
Apr 28
Mike Investing — These next 24 hours are going to make, or break many portfolios…
$MSFT, $GOOGL, $AMZN & $META all report earnings after the bell tomorrow.
Not only this, but Jerome Powell wi…↗
The Future Investors — Tomorrow is the biggest day of earnings season 🔥
4 of the biggest tech giants report after the bell 🔔
$AMZN | Amazon
$MSFT | Microsoft
$META | Meta
$GOOGL | Alphabet
Which of…↗
Michael | Hypermarkets — 20 stocks to LOAD when SPY crashes 10%-20% in May. These will be all on sale (wait for buy zones):
$ASTS — $75
Buy Zone: $50–60
Why: Prior breakout level + strong demand zone, ins…↗
Apr 28
The Future Investors — $MSFT $ACN Microsoft scored its largest-ever Copilot enterprise deal as Accenture rolls out Microsoft 365 Copilot to 743,000 employees 🤖🚀
The deal is a major adoption win for Co…↗
Apr 27
Black Panther Capital — This is the week the AI trade either gets extended or gets questioned.
$GOOG, $AMZN, $META, $MSFT all report Wednesday night.
$AAPL Thursday.
Five companies. One week. Combined…↗
Apr 27
The Claude Portfolio — New: On Friday, Claude bought the dip on defense stocks by adding Kratos Defense to the portfolio
It gave $KTOS a one month price target of $70.65
Today it's already up 4%
Here'…↗
Apr 27
BULL OF BRITAIN — $SIVE Deep Dive
Sivers Semiconductors. Swedish. ~$1B market cap. Indium phosphide laser supplier sitting inside the supply chain of every major AI optics architecture being built…↗
Apr 27
Nancy Pelosi Stock Tracker ♟ — Breaking: A White House ethics filing shows Trump made up to $161,000,000 in bond trades in March
His biggest buys included:
• U.S. Treasuries
• Corporate Bonds from $NVDA, $MSFT…↗
Apr 27
unusual_whales — Microsoft's, $MSFT, OpenAI license will now be non-exclusive, and will no longer pay a revenue share to OpenAI, per the Information↗
Apr 27
Jerry Capital — remember when ppl seriously argued with me that $MSFT had all the leverage?↗
Apr 27
InvestmentGuru — BIG TECH EARNINGS PREVIEW
The most important week on Wall Street
$GOOG | Rev: $107B | EPS: $2.67
→ Google Cloud spotlight — 50%+ growth expected post $32B Wiz acquisition
→ Key qu…↗
Apr 26
InvestmentGuru — Earnings season is heating up — week of April 27th is loaded.
$META $AMZN $MSFT $AAPL $GOOGL all reporting this week. The big 5 in one week — markets will move on every print.
$M…↗
Apr 26
Black Panther Capital — ⚡️$IREN earnings in 17 days.
May 13. Q3 FY26. the print that tells us whether the Microsoft ramp is hitting the numbers management guided.
4.5GW secured power. 150,000 B300 GPUs…↗
Apr 26
Daniel Koss — Pure speculation and I have no insight on this, but if I were Nebius I'd announce earnings on April 29 (pre market).
Why? To clearly position $NBIS next to the other hyperscalers…↗
Apr 26
InvestmentGuru — CPU ecosystem map across every tier:
TIER 1 — Pure CPU Giants
$INTC — Intel. The turnaround is real. Q1 2026: revenue $13.58B, EPS $0.29 crushed $0.01 consensus. Data Center reve…↗
Apr 26
Frenchie — Avec l'arrivée de capitaux américains voici les boites françaises à surveiller et qui sont en cours de repricing
> $2CRSI – acteur français des serveurs haute performance, bien pl…↗
Apr 26
mon — 1. Talks between the USA and Iran cancelled.
2. Isreal and Lebanon are at war again.
3. Strait of Hormuz closed.
4. Bank of England predicts a correction.
5. Big earnings coming u…↗
Apr 26
Serenity — Agreed, and glad DNB, one of Europe's leading banks, went out to defend $SIVE valuations alongside me.
I still think $SIVE can reach $10B MC in 1 year time as their laser growth s…↗
The Claude Portfolio — The Claude Autonomous Agents have officially arrived.
Three weeks ago we gave them a brand new $50,000 portfolio to see how well they do at investing in stocks.
Their goal is to…↗
Apr 25
Black Panther Capital — 👀 next week might be the most important week of 2026 for AI infrastructure investors.
$MSFT, $GOOG, $AMZN, $META all report earnings between April 29 and May 1.
combined, these f…↗
Apr 25
The Future Investors — Get ready for next week! The biggest week of earnings season. 🚀
All major Big Tech companies report, with 4 of the 5 on Wednesday: $MSFT, $GOOGL, $AMZN, and $META, followed by $A…↗
Apr 25
unusual_whales — To get $MSFT stock and options content, check Unusual Whales.
See more: https://t.co/iB0h5MwQl4↗
Apr 24
Serenity — I'm amused by Swedish culture at this point.
That their retail/journalists are crying every day when someone posts a supply chain mapping of $SIVE lasers to:
-> $MRVL CPO
-> $AMD…↗
Apr 24
Serenity — Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.7…↗
Apr 24
Mike Investing — Expected revenue growth over the next 5 years:
Nebius $NBIS: +564%
Intuitive Machines $LUNR: +473%
Iren $IREN: +363%
Palantir $PLTR: +325%
Rocket Lab $RKLB: +320%
Nvidia $NVDA: +2…↗
Apr 23
Midas — My 2 most controversial opinions:
1) $MSFT is the next $GOOG
2) $GOOG is the next $NVDA↗
Apr 23
Evergreen Capital — @PythiaR Impossible man. Models are now so deeply co-designed with their native apps that you lose that performance edge when using a 3P wrapper. It's the same reason Cursor starte…↗
Apr 23
Serenity — @halldj00 There's stuff I trade, and stuff I invest in.
I haven't sold a single $SIVE share since I bought it last month. I expect this to be the next $LITE if they play their car…↗
Apr 23
The Future Investors — $MSFT Microsoft invests $18B in Australia to expand AI and cloud infrastructure (Azure +140% by 2029), while partnering with the government on cybersecurity, workforce skills, and…↗
Apr 23
Serenity — All the hyperscalers $SIVE likely ends up in 2027-2028 is staggering at a $900m MC.
Markets don't understand what's coming.
From speculative mapping:
> $SIVE -> $POET -> $MRV…↗
Apr 22
Serenity — @rumoriginal Yeah I own some $ASMC. They're a large beneficiary of the "Defense Production Act" yesterday since they have links to "advanced conductors" and "power control electron…↗
Apr 22
Daniel Koss — I see a lot of confusion and really bad takes on X because $IREN shows up in SemiAnalysis's "not recommended" bucket, yet IREN serves top-tier clients like $MSFT Microsoft (Azure)…↗
Apr 22
Serenity — Bro everyone was doubting me on names like $IQE.
Yet how come… all these institutions from UBS or Point72 buy in after my thesis posts?
Not sure if Swedish media bearposting $SIV…↗
Apr 21
The Claude Portfolio — Breaking: Claude just bought the dip in Reddit $RDDT
Three weeks ago, we set Claude's agents up with a brand new $50,000 portfolio
So far its done well and is up 8%
Today they b…↗
Apr 21
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
The numbers first.
YTD: +40% 1 Year: +157% Max: +129%
The $SPX is 'almost' flat on the year. The Nasdaq just snapped a 13-day winning streak. M…↗
Apr 21
Serenity — Bullish on $ARM, given the new bottleneck shifting back to CPUs. MS shows stuff like Orchestration/RAG requiring CPUs.
But I'm predicting parts of localized inference to be handl…↗
Apr 20
Serenity — How are there people still long on an F-tier Neocloud like $IREN.
Amid a $6,000,000,000 dilution?
When $NBIS is up there with $ORCL and $MSFT looking derisked? https://t.co/vIdz…↗
Apr 20
Serenity — I'm telling you all...
Lot of stuff in the $SIVE supply chains make very compelling longs.
Win Semi (3105) just goes up 10% a day then halts trading after hitting its max.
Obvio…↗
Apr 19
Serenity — Frontrunning 1.6T/CPO within the broader photonics supercycle is the most compelling investment to me.
I have high conviction in that statement.
Which is why I'm long the entire…↗
Apr 19
Serenity — @CryptoVandelay I’m long on $ALRIB, I don’t place much value on other bear posts on Riber or photonics names since I’m confident in my own thesis.
Apollo can literally blow $500m…↗
Apr 19
Serenity — @StocksAREnuts I liked $MRVL back at $80 and even here, mainly because of $MSFT Maia.
But having $GOOGL as a likely customer for revenue visibility past 2028 helps a lot too. They…↗
Apr 19
Serenity — @daniel_koss Thanks, I did say $SIVE looked like the next $LITE!
I went long on Lumentum last year because of the Google TPU and markets tend to like Google's ecosystem a bit more…↗
Apr 19
Mike Investing — Nvidia CEO Jensen Huang just revealed the “five-layer” model of what AI is dependent upon…
These 5 layers include:
1. Energy ~ $NBIS, $IREN, $CIFR, $OKLO
2. Chips ~ $NVDA, $AMD,…↗
Apr 19
Black Panther Capital — HOW I WILL PLAY THE NEXT MONTHS AND WHAT I EXPECT:
I want to touch on 5 important things:
1. First, I’m sad to see the lunch of $ASTS fail. I sold a while ago. “$Execution delays…↗
Apr 18
Serenity — @JCassidyHogan Of course? When do you ever see the $MRVL and $JBL laser supplier at $700m MC?
All the other laser companies like $MTSI and $LITE are in the tens of billions right…↗
Apr 18
JC Investing — @cmsinvests Generational buying here on $MSFT↗
Apr 17
Serenity — Genuinely thanks for nice comments.
I share my ideas for free in the end though since I want to help out the retail community.
$TSEM hit triple digit return... so that's 16 diffe…↗
Apr 17
The Claude Portfolio — Breaking: on April 7th, Claude opened a brand new position in Microsoft with a 3 month price target of $420
$MSFT just hit $430, in only ten days
The thesis from Claude:"The stoc…↗
Apr 17
The Future Investors — The Future Investors presents the Profit Machines 🤑. 25 High-Quality stocks with the highest net margins 📈
1. $APP | AppLovin - 60.8%
2. $NVDA | Nvidia - 55.6%
3. $V | Visa - 5…↗
Apr 16
The Claude Portfolio — 2. Microsoft $MSFT BUY
*first major buy the agents made on 4/7
"Microsoft is trading at 19.7x forward earnings, 34% below sector average. The stock is down 28% from its highs — a…↗
Apr 16
Serenity — It doesn't need to be detailed with $ALRIB?
> Riber effective, profitable duopoly with $VECO on MBE equipment, that traded at low fwd multiples.
> $MSFT Quantum as core hyperscal…↗
Apr 16
Mike Investing — Markets have shifted since 2025, & this year large cap names will lead versus smaller caps.
Here are 5 “MUST-BUY” large cap stocks, & their targets:
1. $GOOGL will be $430+
2. $…↗
Apr 15
Serenity — @ShitcoinMaxi_ $ALRIB is my favorite for that sector, especially now that markets found out $MSFT Quantum buys from them.
It's still a bit early, but the machine sellers benefit f…↗
Apr 15
Serenity — I'm just sharing my journey and thoughts.
People give me too much credit, everyone takes their own trades.
As for me... I finished the day up +1,337.81% YTD.
$MSFT, $META an…↗
Apr 15
Serenity — No. This type of BS mindset needs to stop.
What I do is point them out to retail first before the 100-500%+ returns.
US institutions like Point72 or Apollo would have bought th…↗
Apr 15
Serenity — Out of curiosity. Why do Europeans hate their own markets?
If you look at all my core longs:
$IQE up 837% YTD
$SIVE up 385% YTD
$ALRIB up 258% YTD
$SOI up 208% YTD
$RPI up 107% Y…↗
Apr 15
Serenity — Thank you $MSFT and $META.
The selloff overreaction presented a buying opportunity when:
-> Microsoft hit $360 and Meta hit $525.
You didn’t need to time the exact bottom.…↗
Apr 15
Serenity — @duedilligently Team effort for public benefit, @latent_value7 found all the info regarding $MSFT quantum links.↗
Apr 15
Serenity — Yep… How did I call out and long.
FIFTEEN DIFFERENT STOCKS.
8+7. 9+6. 10+5.
After $ALRIB, the $MSFT Quantum supplier went up 113%, that hit 15 different longs.
That returned Tr…↗
Apr 15
InvestmentGuru — QUANTUM COMPUTING — THE NEXT BIG TECH WAVE
The quantum race isn’t coming — it’s already here.
→ $1.9B market in 2025
→ Heading toward $9B+ near term
→ Long-term potential…↗
Apr 15
Evergreen Capital — $MSFT faces a mounting strategic dilemma:
They have no choice but to allow @AnthropicAI and @OpenAI to continue shipping agents inside Microsoft products, because 1) it allows us…↗
Apr 14
Evergreen Capital — You simply cannot make this up.
I saw @satyanadella’s post hyping Copilot in $MSFT Word, so I replicated his exact demo workflow in my own environment.
- Had ChatGPT generate an…↗
Apr 14
Nancy Pelosi Stock Tracker ♟ — Well would you look at that...
Senator John Boozman (R) bought Nvidia $NVDA and Microsoft $MSFT in March
He sits on the Senate Appropriations Committee, which controls Pentagon A…↗
Apr 14
The Claude Portfolio — Breaking: Claude just bought a new stock & made $NOW it's largest holding
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've bea…↗
Black Panther Capital — The market just erased every loss from the Iran war.
People who sold are buying back in. People who held are up. This is how it always goes.
While the panic was loud, a few names…↗
Apr 14
Serenity — $ALRIB is starting to grow on me.
First they have $MSFT Quantum as their core hyperscaler customer.
Then they have Quantum Dot like QD Laser… and photonics foundries like $IQE a…↗
Apr 14
Mike Investing — If you bought the most hated MAG7 name every year since 2022 you’d be up +300%, vs the S&P 500 being up +50% over the same period…
2022: $META at $89 -> +640%
2023: $AAPL at $130…↗
Apr 14
InvestmentGuru — Most investors are always chasing the last wave.
The AI infrastructure cycle is playing out in layers — and each one is bigger than the last.
Here’s the full roadmap:
Wave 1: Semi…↗
Evergreen Capital — $GOOGL always had @demishassabis and @GoogleDeepMind. They had all the pieces they just hadn’t gotten there yet. Then @NoamShazeer tweet-released Gemini Flash 2.0 Thinking in Decem…↗
Apr 13
Serenity — Turns out markets like it when they find out $MSFT is your secret customer?
I don’t know many companies under $1B supply directly to hyperscalers.
$ALRIB looks like it’s on a slo…↗
Apr 12
InvestmentGuru — AI’s New Power Struggle
The latest Ramp AI Index data just dropped — and the numbers are wild 👇
US Business AI Adoption (Paid Subscriptions)
→ 50% of US businesses now pay for AI…↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
InvestmentGuru — PHOTONICS / OPTICAL STACK — THE FULL VALUE CHAIN
“The layer below the chips” — AI’s real bottleneck
Layer 1 — Materials
Foundation of everything (InP, fiber, wafers)
$AXTI $GLW $…↗
Apr 11
Black Panther Capital — $NBIS has $46 billion in contracted revenue from $MSFT and $META.
> $2 billion investment from $NVDA.
> 310MW breaking ground in Finland.
> A Missouri GW campus just approved.
> R…↗
Apr 11
Jerry Capital — Satyas legacy below the 200 day $MSFT https://t.co/mXXO50Ee72↗
Apr 11
Serenity — Didn’t I tell you all it’s possible retail can frontrun institutions anon??
-> Point72 is aggressively buying up $IQE 2 months later at ATHs...
After my latent InP reactor capac…↗
Apr 11
Serenity — @LeaderInvests It’s as simple as finding a friend who figures out $MSFT is the hidden hyperscaler customer of $ALRIB before the entire market knows↗
Apr 11
Serenity — If you want to trade hyperscaler qualification cycles…
And quantum dot like QD Laser (TYO: 6613) up 226% YTD:
IMO safest way to do it are their unknown MBE machine suppliers lik…↗
Apr 11
InvestmentGuru — SAASPOCALYPSE = Buying opportunity?
$IGV software ETF down ~30% from peak
$2 TRILLION wiped from software market caps
SaaS now trading BELOW S&P 500 on forward multiples for the f…↗
Apr 10
Anthony Pompliano 🌪 — This is insane.
There is a Congressman who is trading tens of millions of dollars in Microsoft stock while receiving classified briefings on sectors where $MSFT dominates federal…↗
Apr 10
The Claude Portfolio — Breaking: Claude just bought two new stocks bc of the March CPI print
Last week we gave Claude agents $50,000 to see how well they do at picking in stocks
So far, they've already…↗
Apr 10
Evergreen Capital — As software stocks continue to get completely obliterated, here are 3 moves SaaS management teams should consider now to lead in the generative AI and agentic future, and not get r…↗
Apr 10
Serenity — @Mellokhai Riber is also very interesting if you like $VECO and want quantum exposure.
Rare as well to have a hyperscaler like $MSFT as your main customer, trades at 27 p/e, and i…↗
Serenity — @qdgk123 1. No, shares only. Unless it's low IV like $MSFT.
2. Just my thought process behind a lot of names. I set it to the lowest amount at $1. But post all my core ideas to mai…↗
Apr 9
The Claude Portfolio — Transparency performance update
Since inception on 3/4/26, Claude is outperforming the SPY and has already made $1,760.
Claude +3.52%
SPY -0.82%
1,335 investors have Autopiloted…↗
Apr 9
Nancy Pelosi Stock Tracker ♟ — Josh Gottheimer (D) just disclosed up to $1.1M in Microsoft call options expiring June 2026
Before Congress, he was an executive at Microsoft $MSFT
Gottheimer also sits on the Ho…↗
Apr 9
Serenity — Here's a bunch of random 30 US-available random stocks I like today and why:
1. $INTC - America's hope for foundry, national security
2. $MRVL - scales rev from future maia asic…↗
Apr 9
Serenity — @PhotonCap They make the machines for quantum computing and quantum dot lasers. This niche's equivalent to $AIXA or $AMSL.
@latent_value7 discovered that $MSFT Quantum was buying…↗
Apr 9
Serenity — @MarginCallMick This is just new information discovery around $MSFT Quantum and $ALRIB. Can't control how market prices in that connection to a hyperscaler.
A lot of things are j…↗
Apr 9
Serenity — $MSFT looks like a secret buyer of Riber
< $ALRIB > for Microsoft Quantum.
The broader market and algorithms likely don’t know this connection yet.
MBEs are important for quantu…↗
Apr 8
Evergreen Capital — The frontier labs may well become the biggest long-term competitive threat to the hyperscale clouds, despite driving most of their AI revenue growth today. @anthropic began by sell…↗
Apr 8
Michael Sikand 🦑 — Imagine you build a $30B empire.
Only to lose it overnight...
$NBIS is the greatest business comeback story no one talks about.
The stock is just +2% in after a $17B $MSFT deal,…↗
Apr 8
Serenity — So the easter egg:
$MSFT Quantum appears to be an undisclosed hyperscaler...
That is secretly buying from a company that sounds with Prime Ribs according to LinkedIn tracking.…↗
Apr 8
Jerry Capital — "When the cloud became viable, people thought on-premise IT was dead overnight and every legacy company would collapse. Instead, Microsoft and Amazon just made a killing selling th…↗
Apr 8
Jerry Capital — $MSFT 27% OAI holding = ~1/4 trillion https://t.co/qFzQgSQzfU↗
Apr 8
InvestmentGuru — Know Your Charts, Know Your Edge.
Most traders lose because they chase everything. The edge? Master a few names cold.
$MSFT , $GOOG , $META , $MU , $AMZN and $SPY
These aren’t r…↗
Apr 8
Serenity — Samsung, SK Hynix both back close to ATHs with $EWY following suit.
Buying back some names that crashed from macro like $MSFT (-21%), $RDDT(-36%), or $HOOD (-31%)…
Or others like…↗
Apr 7
The Claude Portfolio — Breaking: Claude just made it's first trade
Last week we gave Claude agents a new $50,000 portfolio to see how well they do at picking in stocks
So far, they've already outperfor…↗
Apr 7
Nancy Pelosi Stock Tracker ♟ — This is suspect
John Fetterman (D) just bought Micron $MU in late March
Micron received $6.165B from the CHIPS Act, which is the largest award in the program
Fetterman sits on t…↗
Apr 6
Serenity — The current bottleneck: Transformers/Switchgear. Trade Idea: Long Hammond (~2.2B CAD / ~$1.5B USD) at 184 CAD.
They dominate the market for:
-Transformers (dry, multi year bot…↗
Apr 4
Jason Luongo — Everyone screaming "bubble" but these are the 2027 forward P/E multiples for some of the largest companies in the world:
$MU - 4x
$ADBE - 9x
$CRM - 12x
$META - 13x
$NVDA - 15x
$TS…↗
The Future Investors — Apple vs Microsoft vs Google… the ecosystem battle ⚔️
Each is building its own world:
Cloud ☁️
Mail ✉️
Calendar 📅
Notes 📝
Reminders 🔔
Office 💼
AI 🤖
The deeper you go… the ha…↗
Apr 3
Jason Luongo — You don't need $10,000 to start selling options.
Credit spreads let you trade with a fraction of the capital. Here's why they work for small accounts:
A credit spread is when you…↗
Apr 3
Evergreen Capital — @JerryCap @cmo040958 Fair enough. So why bullish $MSFT? Do you think they will catch up? Or simply too cheap? I don’t believe in the former, while the latter is less of a real bull…↗
Apr 3
Evergreen Capital — @JerryCap @cmo040958 I’d argue $MSFT has had 3 years now to respond to what’s happening as a result of generative. And if anything it’s only getting worse (the gap between them and…↗
Apr 3
Jerry Capital — @evergreencap3 @cmo040958 how long has $MSFT had to respond to this? I think about 90 days so far. 🤔
also $MSFT a small position I just added to. I sold last year because of this…↗
Apr 3
Evergreen Capital — What this means: Anthropic is increasingly becoming the preferred agentic enterprise system of record while $MSFT gets pushed further down the stack as just another 3P integration.…↗
Apr 3
Serenity — I got cited by Bezinga today after I made fun of Jim Cramer.
They included my quote: “Thanks for saving $MSFT Jim”.
But in the title they called me a Meme Trader…
I didn’t know…↗
Apr 3
The Future Investors — $MSFT Microsoft is investing $10B in Japan through 2029 to expand AI & cybersecurity, train 1M workers, and boost local cloud capacity with SoftBank and Sakura Internet 🤖 🇯🇵…↗
Apr 2
TheValueist — If $MSFT hit “some pretty big audacious goals” I suspect $GOOGL absolutely destroyed any GAI targets they have in place.
--------------------
(Bloomberg) -- Microsoft Corp., resp…↗
Apr 2
Black Panther Capital — 🚨 I've been warning about this for weeks; a -20% drawdown. This is my last one.
I'm not a doom-poster. I don't do fear content.
This is just the most COMPLETE picture I can give…↗
Apr 2
Evergreen Capital — The definition of insanity:
They already allocated GPUs away from Azure and towards Copilot/1P research. Which was bad because those products are bad.
Now seemingly doubling down…↗
Apr 2
Daave “3 and 30” Tepper — $msft bottom probably in - absent market shock
narrative about to shift↗
Apr 2
Serenity — @tomszczypka Consumer lightsabers have a bigger TAM than AI DCs.
Not sure what these photonic companies are doing, getting distracted by $MSFT, $AMZN hyperscaler orders tbh.↗
Apr 2
Serenity — @jimcramer Thank you for saving $MSFT Jim↗
Apr 1
Serenity — OpenAI is the tech equivalent of Iran.
They would have caused so much contagion - like Iran sending drones to all their neighbors - with funding they didn’t have….
From $MSFT co…↗
Apr 1
Serenity — @Jornka329996 How is $AAOI direct to $ORCL, $MSFT, $AMZN, and maybe $META needing new clients?
Those are probably the best they can get lol↗
Apr 1
Frenchie — $MSFT se fait ouvrir depuis le début de l’année
-23%, sa pire performance depuis la crise internet de 2000
Qu’est ce qu’elle a raté ?
Elle était pourtant sensé être pionnière…↗
Apr 1
Serenity — The War is finally over?
$MSFT to $META has largely crashed due to Macro, and we might see a recovery if this plays out.
Trump: "We'll be leaving very soon," he told reporters…↗
Serenity — @Ungrate11057544 Let's just say even if $SPY, $MSFT, $AMZN crashes another 20% I expect $AAOI to outperform the market.↗
Mar 30
Serenity — And... this is why I don't like Jane Street owning the same stocks I do like $AAOI.
They trade volatility, especially with retail favorite names and trigger stop losses/panic.
I…↗
Mar 30
The Future Investors — $MSFT Microsoft has made Copilot Cowork available today via the Frontier program.
It’s an AI in Microsoft 365 that autonomously handles multi-step workflows across apps using GPT…↗
Mar 30
Serenity — It’s funny a shower thought…
Probably put $SIVE on the radar for $QCOM, $MRVL, $AVGO, AlChip, Mediatek, $AMZN, $META, $MSFT venture arms now?
Since everyone publicly knows now Br…↗
Mar 30
Serenity — The reason I personally see less downside risk with $SIVE:
A competitor to $MRVL like $AVGO can just buy Sivers outright and their near-medium term photonics roadmap…
At ~$290m……↗
Mar 30
Serenity — There’s clearly some market outperformers despite index’s and mega caps from $META / $MSFT crashing.
This probably signals institutions rotation or an extremely strong up and comi…↗
Mar 29
Serenity — Can't $SIVE just pull a $LITE and TAM expansion down the ELS stack?
I'm getting early stage $LITE flashbacks (Oclaro, NeoPhotonics, Cloud Light)...
Here's my thesis/idea:
on h…↗
Mar 29
Mike Investing — This is what’s going on in the markets:
- Oil prices are above $110 a barrel trading at 2022 levels due to the closure of the Hormuz.
- $DXY/U.S. Dollar is in an accumulation phas…↗
Mar 28
Serenity — Faster compounds:
$AAOI - 10x revenue ramp from optical transcivers h2 2027
$NBIS - 10x revenue ramp Q4 2026
$ARM - 5x revenue growth from their new AI CPU
$MRVL - 2-3x revenue gr…↗
Mar 28
Lawrence McDonald — Coal Equities in 2026
Peabody Energy $BTU +33%
Core Natural Resources $CNR +28%
Alliance Resources $ARLP +28%
Warrior Met Coal $HCC +12%
vs.
Nvidia $NVDA -10%
Meta $META -20%
Mi…↗
Mar 28
Serenity — @gude57856 I would personally not just invest in one sector for diversification sake.
I talk about photonics like $AAOI recently because I see it as highest short-term upside.…↗
Mar 28
Serenity — My thoughts on $NBIS, $IREN, $CRWV and the current Neocloud market.
One of them ends up as the next AWS in 5 years:
My guess it’s Nebius.
It's not winner takes all (DigitalOce…↗
Mar 28
Serenity — This was Trump back in 1988 in an interview about Iran:
“I’d do a number on Kharg Island. I’d go in and take it.”
I’m pretty sure markets from $MSFT to $META are pricing in the r…↗
Mar 28
Serenity — @HimarsoClock We’ve reached April global tariff shock with $MSFT already at $350…
Markets are probably pricing in liquidity shock and energy disruption. But again as seen with Apr…↗
Mar 28
Serenity — My portfolio has drawdowns from Macro as well.
YTD is now 527%.
After the index crashed -7%.
- $AAOI “crashed” from $30 -> $100 -> $96…
- $LITE “crashed” from $330-> $800 -> $7…↗
Mar 27
The Future Investors — The Mag 7 through one lens 🕵️♂️
PEG vs 10Y avg PEG
(<1 = cheaper vs history)
🟢 $NVDA | Nvidia → 𝟬.𝟮𝟴
🟢 $META | Meta → 𝟬.𝟱𝟵
🟢 $AMZN | Amazon → 𝟬.𝟲𝟮
🟢 $MSFT | Micros…↗
Mar 26
Mike Investing — Every Magnificent 7 stock has officially seen double digit downside…
Here is how far these names are from their 52 Week highs:
$MSFT -34%
$AMZN -20%
$META -30%
$TSLA -25%
$NVDA…↗
Mar 26
Jerry Capital — this is why $MSFT is very well positioned for agentic workflows.↗
Mar 26
Jason Luongo — You could buy 100 shares of $MSFT right now for $37,300.
Or you could sell a $350 cash-secured put expiring 5/15 and get paid $920 today.
Three possible outcomes:
1. $MSFT stays…↗
Mar 26
Serenity — The US tech selloff from $MSFT, $GOOGL and $META looks really overdone now?
Mag7 roughly down:
Microsoft down -21.9% YTD
Google down -7.69% YTD
$AMZN down -7.36 YTD
Meta down -8…↗
Mar 25
The Future Investors — $MSFT Microsoft stock: two signals you don’t see often 👇
1️⃣ The gap to its 200-day moving average is the widest since the 2008 financial crisis 📉
2️⃣ It just closed below its…↗
Mar 25
Dustin — $MSFT darn -32.5% from high
Almost a third of MK wiped↗
Mar 25
TheValueist — $MSFT $ORCL $NVDA $MU Any credible available new build GAI data center capacity will get sucked up in a second.
————
Microsoft Corp: The tech giant has agreed to rent a data cen…↗
Mar 25
Mike Investing — Over the last decade, $MSFT has tested its 200SMA just 3 times, & today is one of them.
Currently down -31% from all time highs, $MSFT is trading at its lowest valuation since 201…↗
Mar 24
Dustin — $MSFT $PATH $IGV Amazon innovating beyond their e-commerce biz is a joke let’s be real https://t.co/UWYpHoktwY↗
Mar 24
Serenity — @TheVantaBlack Not yet, but leaps on $MSFT, especially with OpenAI liquidity unlock feels more compelling here?
Same with $META with blowout earnings, delaying Avocado launch does…↗
Mar 24
Serenity — Feel like Mag7 selloff from $META at $593 to $MSFT at $373…
Has gone a bit too far?
At this point, risk/reward feels on hyperscaler spend vs. ROI vs. macro climates, feels compe…↗
Mar 24
Jerry Capital — you're flat on $MSFT if you bought during trade war lows https://t.co/4vnkepXZE9↗
Mar 24
Serenity — If you didn't know by now $SIVE is important to US national security via CHIPS act.
But especially, as the light source for hyperscaler AI supply chains.
They got two CHIPS acts…↗
Mar 24
Mike Investing — The easiest way to create life changing returns via the stock market is to buy the generational dip…
$AMD at $170
$TSLA at $320
$NVDA at $155
$PLTR at $100
$AMZN at $180
$MSFT at…↗
Mar 23
KaizenInvestor — Companies like $GOOGL and $MSFT fighting over HBM supply now. There are still so many bottlenecks in this AI supply chain. Great for Samsung, $MU and SK Hynix shareholders.↗
Mar 22
The Future Investors — AI’s next bottleneck: data movement 🚀
Photonics is the solution 💡
Photonics has multiple layers. These stocks stand to benefit 👇
🔴 𝗟𝗮𝘆𝗲𝗿 𝟭: 𝗦𝘂𝗯𝘀𝘁𝗿𝗮𝘁𝗲𝘀 & 𝗠�…↗
Mar 22
Serenity — @Cheva28789724 Yes in my original post, I published financials. The restructuring February, made $SIVE much more highly compelling.
So, I see $SIVE being more low risk, high rewa…↗
Mar 22
Serenity — < $SIVE | $SIVEF > at a ~$250M valuation looks like one of the most severe structural mispricing in the optical semi market.
$LITE and $COHR, have $45B+ valuations today:
Largely…↗
Mar 22
Serenity — JPM is projecting 0 rate cuts in 2026 (Mar 19th).
Derivatives show~37% 0 rate cuts.
Here's the traditional winners and losers:
1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC…↗
Mar 21
KaizenInvestor — Here are some interesting 5-star Morningstar stocks.
1. $MSFT - Software solutions
- Industry: Software
- Stars: 5
- Fair value: $600
- Economic Moat: Wide
- Equity Style: Large B…↗
Mar 20
Damnang2 — @SVTrivo $MSFT in MV has one of the best cafeterias among Silicon Valley companies. They even offer free meals and juice.↗
Mar 20
JC Investing — The CAGR of some major companies since IPO 👇🏻
• Palantir $PLTR (2020): ~65%
• Tesla $TSLA (2010): ~42%
• Amazon $AMZN (1997): ~28%
• Nvidia $NVDA (1999): ~25%
• Meta $META (…↗
Mar 19
Michael Sikand 🦑 — This GTC panel had the TOP brass in AI networking.
SVPs from $NVDA, $META, $CRWV, $MSFT
Takeaway: Co-Packaged Optics is the holy grail and the "biggest" shift over 5 years.
I th…↗
Mar 18
Nancy Pelosi Stock Tracker ♟ — Two years ago, @QuiverQuant launched the Trump Donor Portfolio on Autopilot
It tracked which companies' employees donated the most to Trump's Campaign & since launch, the thesis w…↗
Mar 18
Jason Luongo — $PATH just partnered with Microsoft to integrate security automation directly into Defender, Sentinel, and Security Copilot.
This is exactly why I own $PATH. Enterprise automation…↗
Mar 17
mon — $NBIS down 7.19% today. 🧐
Jim Cramer never fails.
On a serious note, NBIS did raise money after the massive $MSFT deal. So this recent raise, after securing a much larger deal w…↗
Mar 16
KawzInvests 🦑 — Six companies just standardized the physical layer of AGI infrastructure. That is what happened on March 12th.
$AMD $AVGO $META $MSFT $NVDA and OpenAI formed the Optical Compute I…↗
Mar 10
JC Investing — @NotA_Bull $AMZN for me I own 0 $MSFT↗
Mar 10
Jerry Capital — @RahulCapitalLLC I think $GOOG $META and $AMZN are better longs right now. I only have 1% in $MSFT.↗
Mike Investing — Mark my words…
$MSFT will be the first of the MAG7 to begin its euphoric upside squeeze, & it’s incoming soon…
Just Recently $MSFT tested its 200WMA which has been met with milli…↗
Mar 10
Mike Investing — $VIX is now trading at nearly 12 month highs due to the U.S. & Iran conflict…
Based off current $VIX structure it’s clear many of the MAG7 names like $MSFT, $AMZN, & $NVDA…↗
Mar 9
The Future Investors — $MSFT Microsoft launched Copilot Cowork, an AI agent tool built with Anthropic’s Claude that can autonomously complete multi-step workplace tasks 🤖 👨🔧 https://t.co/EiQiIQ7uLF↗
Mar 9
Jerry Capital — @grok @satyanadella @grok we getting long $MSFT here or what↗
Jerry Capital — @grok @satyanadella @grok how many of these will truly be competitive enough to really be a valid option for users. If tis only two or three, not sure $MSFT maintains their leverag…↗
Mar 9
Jerry Capital — Investing is so easy $MSFT
Grok calling the bottom in $MSFT↗
Mar 8
Mike Investing — Buying $MSFT here means paying the same valuation as the 2020 COVID crash lows…
Since then $MSFT has…
~ Grown revenues 130% from $143 billion to $330 billion now.
~ Expanded Azur…↗
Mar 8
Mike Investing — These 5 stocks are no brainers at their current heavily undervalued positions…
1. $MSFT ~ Dominant enterprise software platform, & one of the biggest AI beneficiaries through Open…↗
Mar 7
Mike Investing — THE ROBOTICS STACK EXPLAINED:
1. $NVDA & $QCOM provide the vision processors, & compute silicon to allow robots to process data, & make real time decisions.
2. $GOOGL, $MSFT & $…↗
Mar 5
Carolyn Boroden — $MSFT lots of overhead resistance https://t.co/dqwc6L3nNz↗
Mar 5
Carolyn Boroden — $MSFT is bouncing off weekly support....but we have so much overhead resistance in the way....it's on the daily chart next. https://t.co/MXyFH60xVw↗
Mar 5
Mike Investing — Hear me out…
You do not own enough $MSFT, & will regret so very soon.
$MSFT has officially tested its 200WMA which has only ever been done 3 times in the last 13 years.
Every ti…↗
Mar 4
KaizenInvestor — I have written a full article on the AI chip supply chain.
The supply chain is structured into 4 different phases with 13 layers:
1. Raw Materials: $SHECY, $SUOPY, GlobalWafers,…↗
Mar 3
Mike Investing — The turnaround story soon to happen on $MSFT will be one many will regret missing…
Insiders and whales are loading millions into $MSFT as it sits near its 200WMA.
They are doing…↗
— @StockSavvyShay This is a major win for public grids. By forcing Big Tech to self-procure, regular consumers won't absorb the massive energy costs of the AI boom.
Expect $AMZN, $…
Tech Fund — Expert call with Software/Cloud consultant (via Mizuho)
Key findings: $SNOW losing share vs Databricks and Fabric, Cybersecurity performing strongly - $PANW $CRWD $ZS, Cloud AI w…↗
Feb 25
Mike Investing — This pullback on $MSFT will soon be looked back upon as the greatest dip-buy opportunity ever seen…
$MSFT has officially neared its 200WMA which has been tested just 3 times in th…↗
Feb 24
JC Investing — 99% of SaaS companies will be greatly disrupted over the next 5 years due to agentic AI
$MSFT $CRM $ADBE https://t.co/qFBTcNxre6↗
Feb 24
Mike Investing — $MSFT has just announced a partnership with SpaceX’s Starlink to expand internet in rural areas.
The expansion of Microsoft’s pipeline is happening day by day.
True Domination… h…↗
Feb 24
Mike Investing — Notable names seeing significant % drawdowns from all time highs
S&P 500 $SPY: -2%
Microsoft $MSFT: -30%
Amazon $AMZN: -20%
ServiceNow $NOW: -58%
Synopsys $SNPS: -36%
Palanatir $P…↗
Feb 23
KawzInvests 🦑 — China is not trying to out-train the West. They are building intelligence sponges.
24,000 fake Anthropic accounts. $5M in subs extracting $120M+ in inference value. Across $MSFT-b…↗
Feb 23
Lawrence McDonald — A $1.3T valuation hit so far...
Microsoft $MSFT -30% off sale, stock close to unchanged since Q4 2023, "AI revolution."↗
Feb 22
The Future Investors — The AI value chain from chips to applications 🤖🔥
AI isn’t just ChatGPT. It’s an entire stack 👇
⚙️ 𝗛𝗮𝗿𝗱𝘄𝗮𝗿𝗲
The physical backbone. Without compute, no AI.
$NVDA $AMD $…↗
Feb 21
Mike Investing — $MSFT has the best risk to reward position amongst all the MAG7…
Insiders are actively loading millions, profit margins remain 36% & EPS is growing at 22%.
All while $MSFT si…↗
Feb 20
Jerry Capital — @evrgn11112231 @chat_SBC $MSFT $GOOG $AMZN equal? or is that your rank↗
Feb 19
KawzInvests 🦑 — $AEP Jan 2027 LEAP calls trading at sub-20% IV while the stock sits at $127.
This is mispriced optionality on the hyperscaler power demand thesis.
AEP's contracted data center lo…↗
Feb 19
Mike Investing — Mark my words…
This dip on $MSFT will be looked back upon as the greatest buying opportunity ever seen.
Insiders are buying $MSFT heavily such as John Stanton which purchased $1.…↗
JC Investing — Heavy Capex but no AI bubble?
I thought this was an interesting infographic🔋
The chart's core argument against an AI bubble:
Unlike the dot-com, today's spending is heavy but…↗
Feb 16
JC Investing — @GuyTalksFinance From recent peak $MSFT has fallen out of mag 7 - down 27% at bottom recently
$TSLA Down ~20.4% from its December 2025 peak
$NVDA Down ~19% from its October 202…↗
Feb 15
The Future Investors — 🚀 Software stocks are under AI pressure — which ones will survive?
$NOW $CRM $MSFT $AXON $SHOP $WDAY $ADBE
𝗪𝗵𝗶𝗰𝗵 𝘀𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝘀𝘁𝗼𝗰𝗸𝘀 𝗱𝗼 𝘆𝗼𝘂 𝘁𝗵𝗶𝗻𝗸 𝗮𝗿𝗲…↗
Feb 15
Mike Investing — All 7 members of the MAG7 are seeing major drawdown thus far in 2026:
$MSFT -17%
$AMZN -14%
$TSLA -7%
$AAPL -6%
$META -3%
$GOOGL -2.3%
$NVDA -2%
The bottom for $MAGS will happen…↗
Mike Investing — These names are beginning to look like no brainers at their current valuations:
1. $MSFT at $395
2. $AMZN at $194
3. $TSLA at $400
4. $IREN at $37
5. $RKLB at $60
6. $ONDS at $7
7…↗
Feb 12
mon — My thoughts. Part 1.
The market hasn’t been very good lately and I think we can all see it. Stocks are getting hit even when companies report good earnings. I haven’t been posting…↗
Feb 12
The Future Investors — Software stocks are getting crushed 😱📉 Here are 25 Quality Software stocks ranked by PEG-ratio. Which stocks are a steal right now? 👀🚀
1. $PATH | UiPath - 0.47
2. $WDAY | Work…↗
Feb 12
Mike Investing — In the upcoming weeks heading into season weakness the S&P 500 will see drawdown…
Here are some dip buying levels you don’t want to miss:
$HOOD at $60
$PLTR at $100
$MSFT at $370…↗
Feb 12
Mike Investing — $MSFT is a generational buying opportunity at current decade low valuations…
Historically following every significant drawdown $MSFT had it recovered, & ran 50%+ higher by EOY…↗
Feb 11
Mike Investing — Investing in these 6 stocks will make you generational wealth in 2026:
$IREN is a $80 stock trading at $42.
$ASTS is a $250 stock trading at $100.
$RKLB is a $140 stock trading…↗
Feb 10
Mike Investing — When you invest $1,000 into the S&P 500, here’s what you truly buying fully broken down…
~ $72 into $NVDA (Nvidia)
~ $64 into $AAPL (Apple)
~ $63 into $GOOGL (Google)
~ $49 into $…↗
Feb 10
mon — $MSFT is exploring the use of high-temperature superconducting power lines in its data centers to accelerate its massive U.S. build-out by making facilities more energy-efficient (…↗
Feb 10
Jerry Capital — Seems obvious that $MSFT will recreate "Claude around PPT and excel", and if need be cut Claude access. Only way $MSFT would be forced to allow Claude LT is if Antrho got so big th…↗
Feb 9
Lawrence McDonald — Hard Assets vs. Financial Assets
July 2024 vs. February 2026
Gold: $2400 vs. $5050
Amazon $AMZN: $200 vs $200
Microsoft $MSFT: $410 vs. $410
Oracle $ORCL: $140 vs. $140
Salesfor…↗
Feb 9
Lawrence McDonald — One Year
$COPX +104%
Vs.
$NVDA +42%
$MAGS +16%
$MSFT -2%
$CLOU -25%
$CRM -42%↗
Feb 7
Mike Investing — In the past 10 years, $MSFT has seen -25% drawdowns 4 times.
In which includes 2020, 2022, 2025, & finally now.
Following each one of these downside moves, $MSFT fully recovered,…↗
Feb 7
Mike Investing — @TheProfInvestor I strongly agree with this one!
Have personally been taking full advantage of this pullback on $MSFT!↗
Feb 7
The Future Investors — Cloud infrastructure revenue came in at $119B in Q4 2025 (+30% YoY) 🚀
The market share by provider:
🟠 AWS | 28% (-1%)
🔵 Azure | 21% (+1%)
🟢 GCP | 14% (+1%)
⚫ Others | 37% (-1%…↗
Feb 7
Puru Saxena — Hyperscaler capex ramping up, positive for the AI trade.
AI infrastructure stocks are very oversold and due for a big rally. Infrastructure software vendors which will benefit fro…↗
Feb 6
Lawrence McDonald — Unchanged since
Google $GOOGL November 2025
Facebook $META January 2025
Amazon $AMZN July 2024
Oracle $ORCL June 2024
Microsoft $MSFT January 2024↗
Mike Investing — Fear driven market corrections often create the greatest opportunities…
These 8 stocks remain obvious buys:
1. $AMZN at $195
2. $AMD at $165
3. $IBIT at $34
4. $ONDS at $7
5. $TS…↗
Feb 5
The Future Investors — News of the day 📰
1️⃣ Anthropic launches Claude Opus 4.6
2️⃣ OpenAI unveils Frontier
Market reaction 📉
$MSFT −5.0%
$NOW −7.6%
$CRM −4.8%
How we see it 👀 👇
All three already…↗
Feb 5
Puru Saxena — Jeff Bezos doesn't see data centres in space for at least 10 years. Until then, the hyperscalers + neoclouds will have to do the heavy lifting.
$AMZN $CRWV $GOOG $MSFT $NBIS $ORCL…↗
JC Investing — This AI selloff is overblown and lacks legs to stand on.
$AMZN earnings today should mirror $META reaction, not $MSFT or $GOOG post earnings movement.
We’re very close to a NAS…↗
Feb 5
Lawrence McDonald — Now thrown in another $2T wealth destruction from Microsoft $MSFT (-26%) and Nvidia $NVDA (-19%).↗
Feb 5
Mike Investing — We are actively seeing the largest transfer of corporate treasury to silicon ever seen in human history…
Some of the most notable 2026 CAPEX includes:
~ $GOOGL $185B (+98% YoY)
~…↗
Feb 5
Ray Wang — $MSFT Technical Fellow in $WDC Innovation Day: "We have customers come to ask us 10s of EBs of HDDs" 🔥🗣️ https://t.co/6v3UZbZskP↗
KawzInvests 🦑 — GPUs do the thinking. Optical transceivers move the data between them. Without both, AI does not work. Everyone owns $NVDA. Almost nobody owns the company wiring it all together $A…↗
JC Investing — @JOBhakdi $MSFT is starting to feel like when we saw $META trading all the way down at 24 P/E and look what happened there…↗
Jan 29
The Future Investors — $MSFT $NOW Microsoft and ServiceNow beat earnings and raised guidance. ✅🚀
Retail investors: Great, time to panic-sell and dump all other software names. 🩸😱 https://t.co/zVu90Lm…↗
Jan 29
Mike Investing — Hear me out…
Currently these 7 setups present generational wealth making opportunities:
Buying $IREN now is like $NVDA at $70.
Buying $ONDS now is like $MSFT at $120.
Buying $AST…↗
Jan 28
Daave “3 and 30” Tepper — $msft impressive, but Sam making himself systemically important.
$orcl $crwv $corz $nvda https://t.co/IneVMivXDW↗
Jan 28
Alex Morris (TSOH Investment Research) — Microsoft Cloud run rate revenues crossed $200 billion this quarter
$MSFT Cloud business revenues have tripled over the past five years https://t.co/Hci5Go8eCJ↗
Jan 28
JC Investing — $MSFT and $META are down bad on reactions of earnings
Let’s hope $TSLA isn’t this bad also! https://t.co/4Bc0pvpAYo↗
Jan 28
The Future Investors — 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗤𝟮 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $MSFT
EPS: $5.16 vs $3.85 est. ✅
Revenue: $81.27B vs $80.28B est. ✅
Azure growth: 39% vs 37% est. ✅
Shares: -7.0% 📉
Like these…↗
Jan 28
mon — $IREN currently at $60.25 pre-market.
- Earnings next week on February 5th.
- Same day as Amazon. 👀
- Major deals could drop anytime now.
- Already locked in a $9.7 billion deal…↗
Jan 28
Mike Investing — $MSFT, $META, $GOOGL, & $AMZN are all going to have a common issue stated during their earnings calls…
That will be the ongoing power constraints as AI rapidly expands.
These…↗
Jan 26
The Future Investors — $MSFT Microsoft introduced Maia 200, its next-gen AI inference accelerator for Azure, designed to generate AI tokens faster and cheaper. Its built on TSMC 3nm and delivering 30% be…↗
Jan 25
Mike Investing — The earnings & macroeconomic lineup for this week is INSANE…
This week we have $TSLA, $META, $MSFT, $AAPL, $UNH, $ASML, & $SOFI all reporting earnings.
On the macroeconom…↗
Jan 24
The Future Investors — Get ready for next week!
It’s going to be absolutely wild, loaded with earnings reports 📊🔥
Wednesday: $ASML, $MSFT, $TSLA, $META, $NOW
Thursday: $MA, $AAPL, $V
Friday: $SOFI
An…↗
Jan 23
The Future Investors — Next week, 4 of the Magnificent 7 report Q4 earnings; $TSLA $MSFT $META and $AAPL
Here is the first look at all Mag 7 earnings estimates 📊👇 https://t.co/vDTVLGpKlr↗
Jan 21
Lawrence McDonald — Drawdowns
Oracle $ORCL -50%
Netflix $NFLX -39%
Facebook $META -24%
Palentir $PLTR -22%
Broadcom $AVGO -21%
Microsoft $MSFT -20%
Apple $AAPL -15%
Nvidia $NVDA -15%
Google $GOOGL -4…↗
Jan 21
mon — The market so far:
🟢
$NUAI 6%
$AMD 5%
$LMND 5%
$UAMY 3%
$BABA 2%
$ENPH 1%
🔴
$ZETA, $RR, $SOFI, $DUOL & $PATH -1%
$ROOT, $MSTR, $FUBO, $ASST & $MSFT -2%
$POET, $NBIS, $C…↗
Jan 20
The Future Investors — Here are the 40 quality business with the most free cash flow 💰💎 (without stock-based compensation)
🍏 1. $AAPL | Apple - $85.9B
🤖 2. $NVDA | Nvidia - $71.3B
💻 3. $MSFT | Mic…↗
Jan 18
The Future Investors — What are the Key 𝗤𝘂𝗮𝗻𝘁𝘂𝗺 𝗖𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 Focus Areas? ⚛️👇
🧠 Quantum Computing / Cloud Services
$QUBT | $RGTI | $QBTS | $IONQ
$CCCX | $IBM | $GOOGL | $HON
🔧 Quantum C…↗
Jan 16
The Future Investors — Software stocks are getting crushed 😱🚨 Here are the major names vs their 52-week highs 📉👇
$FIG | Figma -77.9%
$DUOL | Duolingo -71.7%
$HUBS | HubSpot -62.6%
$MNDY | Monday com…↗
Jan 8
Daave “3 and 30” Tepper — AEP Filing mentions Cheyenne IG counterparty
Must be Microsoft
$MSFT
$BE↗
Jan 5
The Future Investors — $MSFT Microsoft is acquiring Osmos to strengthen Microsoft Fabric with agentic AI, making data preparation faster, more autonomous, and AI-ready for organizations 🤖 📊 https://t.c…↗
Jan 4
Mike Investing — These 6 layers are responsible for the immense AI boom that we have seen…
1. AI Compute & Chips
~ $NVDA, $AMD, $ASML, $ARM, $AVGO
These companies design and manufacture the proces…↗
— Wait til data spreadsheets enter the same flywheel
My bet is Microsoft AI gets there first
$msft
The Future Investors — The 4 largest companies in the world by market cap 🌍
Who’s your top pick for 2026? ✨
Choose your fighter!🥊🚀
$NVDA $MSFT $GOOGL $AAPL https://t.co/w0Uue5rf06↗
Dec 11
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟭𝟬 𝗖𝗘𝗢 𝗼𝗳 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿
The nominees are
$AMD - Lisa Su @LisaSu
$PLTR - Alex Karp @PalantirTech
$NVDA -…↗
Dec 11
Daave “3 and 30” Tepper — ai names feel stretched $cien $lite $alab etc
first couple months q1'26 will be a LLM competitive news breaking frenzy.
new grok
meta returns - closed source
anthropic preping f…↗
Dec 11
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟵 𝗕𝗲𝘀𝘁 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$AMD - AMD
$GOOGL - Alphabet
$MSFT - Microsoft
$NVDA - Nvidia…↗
Dec 10
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱 -
#𝟳 𝗕𝗲𝘀𝘁 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
The nominees are
$AXON - Axon
$MSFT - Microsoft
$NOW - ServiceNow
$OR…↗
Dec 9
The Future Investors — $MSFT Microsoft make two major AI infrastructure investments over the next two years: US $17.5 billion in India and roughly US $5.4 billion in Canada 🇮🇳 🇨🇦 🤖 https://t.co/gXEH…↗
Dec 4
The Future Investors — $MSFT Microsoft denied report from The Information claiming it cut AI sales growth targets after missed quotas. AI quotas weren’t lowered, and early adoption challenges don’t chang…↗
— $GOOGL $MSFT Google just overtook Microsoft today — and is now the 3rd biggest company by market cap. 🚀
Can Google stay ahead?
Who would you bet on for the next 10 years? 👇 htt…
The Future Investors — $MSFT Windows turns 40! 🎉
Windows debuted on November 20, 1985 as a basic graphical layer for DOS. It launched to lukewarm reviews, with many doubting its future. Forty years lat…↗
Nov 19
The Future Investors — Software got crushed this year 😵💫💻
Here are the 25 software stocks with lowest PEG-ratio. What is the biggest opportunity right now? 👀👇
1. $TWLO | Twilio - 0.56
2. $GEN | Ge…↗
Nov 19
Raging Capital Ventures — Lambda announces a $1.5 billion Series E financing to continue to build-out their AI-focused GP cloud service. This comes on the heels of recent large $1b+ deals with $NVDA and $M…↗
Nov 18
The Future Investors — $MSFT $NVDA Microsoft, Nvidia & Anthropic announced a strategic partnership: Microsoft is investing $5B and Nvidia $10B in Anthropic, while Anthropic will purchase $30B in Azur…↗
Nov 17
Brian Feroldi — @EventuallyWLTHY I bought $MSFT at $20.
Sold at $24.↗
Nov 13
Raging Capital Ventures — Fantastic thread with must-read highlights from the latest Dwarkesh podcast with $MSFT’s Satya Nadella and SemiAnalysis’ Dylan Patel↗
Nov 10
The Future Investors — You have $100,000 to invest 💰
Two big tech giants are on the table — but you can only choose one for the next 5 years $GOOGL $MSFT
Which do you pick, and why? 🤔 https://t.co/ou…↗
Nov 5
The Future Investors — Cloud infrastructure revenue came in at $107B in Q3 2025 (+28% YoY) 🚀
The market share by provider:
🟠 AWS | 29%
🔵 Azure | 20%
🟢 GCP | 13%
⚫ Others | 38%
$AMZN $MSFT $GOOGL htt…↗
Nov 4
Puru Saxena — The cloud market is enormous
$MSFT Azure +39%YoY in Q3 at ~$93b run rate! https://t.co/rGMCwqEnXt↗
Nov 4
Mike Investing — $IREN is going to see a euphoric squeeze identical to $PLTR, $HOOD & $NBIS soon…
Today $IREN announced a $9.7B+ cloud contract with $MSFT.
Not buying $IREN will be a mistake…↗
Ray Wang — The US has allowed $MSFT to ship the latest $NVDA chips to the UAE for the first time.
$MSFT President Brad Smith: "$MSFT became “the first company to receive a licence under the…↗
Nov 3
The Future Investors — $IREN $MSFT IREN signed a 5-year, $9.7B contract to supply Microsoft with GPU cloud capacity powered by NVIDIA GB300 chips. GPUs roll out at IREN’s Texas campus through 2026, backe…↗
Ray Wang — If you think through this note, it's quite a bullish comment from Satya and $MSFT. Satya is basically suggesting that they are "capacity constrained."
But how is that possible? Ju…↗
— Microsoft Cloud run rate revenues up ~26% YoY to ~$196 billion
$MSFT Cloud has grown 20%+ in every quarter for the past decade https://t.co/fBooYN6o8b
The Future Investors — 𝗠𝗶𝗰𝗿𝗼𝘀𝗼𝗳𝘁 𝗤𝟭 𝗙𝗬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀 $MSFT
EPS: $4.13 vs $3.66 est. ✅
Revenue: $77.67B vs $75.39B est. ✅
Azure growth: 40% vs 37% est. ✅
Shares: -3.7% 📉
Like these…↗
Oct 27
Zephyr — $IREN bulls are comparing $IREN to $MSFT https://t.co/Tep519lTKc↗
Oct 27
Tech Fund — $MSFT Azure continues to take share vs $AMZN AWS, and the outlook in enterprise cloud spending continues to improve, from UBS:
"The consensus view from our checks was that Microso…↗
Oct 25
The Future Investors — Get ready for the mother of all weeks 🔥
Next week all Big Tech are reporting: $META, $GOOGL, $MSFT, $AMZN and $AAPL 💥
Plus: $BKNG, $V, $ADYEN, $FSLR, $NOW, $TMDX, $MELI, $LLY a…↗
Oct 22
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟭𝟬 𝗖𝗘𝗢 𝗼𝗳 𝘁𝗵𝗲 𝘆𝗲𝗮𝗿
And the nominees in the category 'CEO of the year' are....
$AMD - Lisa Su @LisaSu
$…↗
Oct 20
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟵 𝗕𝗲𝘀𝘁 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best AI company' are....
$AMD - AMD
$GOOGL - Alp…↗
Oct 16
The Future Investors — 𝗧𝗵𝗲 𝗙𝘂𝘁𝘂𝗿𝗲 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 𝗔𝘄𝗮𝗿𝗱𝘀 𝟮𝟬𝟮𝟱
#𝟳 𝗕𝗲𝘀𝘁 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝘆
And the nominees in the category 'Best Software company' are....
$AXON…↗
Oct 15
The Future Investors — $NVDA $MSFT $BLK A group including BlackRock, Nvidia, and Microsoft is acquiring Aligned Data Centers in a $40B deal to expand global AI and cloud infrastructure. 🏗️🤖
The consor…↗
Oct 12
Raging Capital Ventures — Imagine if Goldman Sachs “auto deleveraged” your $GOOG or $MSFT position at cents on the dollar in after hours trading because it irresponsibly extended crazy leverage to other par…↗
Oct 5
Lawrence McDonald — 15% of Your 401k
Nvidia $NVDA $4.6T
Microsoft $MSFT $3.8T
*at 30x and 14x sales, disrespectfully. There is no where near the required power infrastructure to support this valuati…↗
Kerrisdale Capital — Stock is up 30% since last week’s $MSFT–$NBIS deal and $ORCL’s all OpenAI backlog surprise. Bulls are missing the full story: $CRWV anchor customers are signing bigger deals elsewh…↗
Sep 12
Puru Saxena — AI Chatbots by US market share
OpenAI ChatGPT #1
$MSFT Copilot #2
$GOOGL Gemini #3 https://t.co/PSgI9HEKu4↗
Sep 10
Raging Capital Ventures — Have been on the wrong side of $ORCL, even with some adept trading. Shocked to see the move today, reminds me of 1999.
Kudos to Ellison, although I am skeptical of the revenue…↗
Sep 9
Puru Saxena — Microsoft's $17.4B Nebius deal (potentially $19.4B) is a clear sign that AI inference demand is exploding!
This agreement is a hyperscaler admitting they can't build fast enough…↗
Nancy Pelosi Stock Tracker ♟ — @stoolpresidente Pelosi used to own Tesla $TLSA but sold in July of last year
So +1 for Portnoy's DDTG vs. The Pelosi Tracker
She's still owns her top winners like $NVDA, $CRWD,…↗