MSFT
Microsoft Corp
stock NASDAQ

Missed MSFT sold before earnings, barely got shit on AMZN, missed GOOG earnings rebound, now I bought a lot of AMDL before earnings instead of ANET 🤡 🤡 🤡
Also my covered calls fked me out of some gains on this recovery oops

Azure's biggest customer is OpenAI, which MSFT owns 27% of. So I guess they are "on the hook" for themselves.
Contracts are also not a 1 for 1 of the future. If an Azure customer is struggling financially they don't just magically have the money to pay all future obligations. Msft wouldn't even want to bankrupt a customer just to stick to a contract, they will renegotiate. So Azure's backlog is dependent on the health of their customers just like Meta is dependent on the health of Meta's business. To think one is more certain that the other is not reality in the business world.
The cost of maintaining compute could also go up unexpectedly and if the contract is already set on price then MSFT's margins will be squeezed because of the RPO. If the price of compute goes up significantly but MSFT already has contractual obligations then they will miss out on higher prices as well.
Announcing a backlog on the financial report is just a metric to appeal to investors to justify the Cap Ex spend. MSFT didn't always announce RPO for Azure in their financial statements. They also didn't highlight it the way they do now. I bet in 5 or 10 years they won't even announce their RPO as the growth period begins to mature or flatten.

Even though AMD is a pound the table buy, it is brown boy summer and Lisa Su was not invited. $MSFT $MU $GOOGL $ADBE

Bad marketing doesn't last longer than good numbers. You'll see traction kicking in - we have OpenAI, Anthropic, META, MSFT and ORCL. You think those won't be building more DC's than SPCX next year?

Seriously... Last couple of months were a gift. MSFT was a gift. NOW was a gift.
Meta and RDDT last week were gifts. SNPS was a gift.
Lots of great companies are/were cheap in this market.
I look forward to seeing my unrealized gains going to the moon.
Anyone not buying great companies at discounts is beyond my understanding.

lmao at people jumping back to MSFT

"Breaking: Michael Burry has disclosed his updated positions
He:
• Sold his Microsoft $MSFT longs
• Sold his Oracle $ORCL shorts
• Sold his Palantir $PLTR January 2026 shorts
• Rolled Nvidia $NVDA shorts to June 2027
• Rolled Invesco $QQQ shorts to Feb 2027
He continues to hold his short positions in $SOXX, $MU, $NVDA, $CAT, $PLTR, $TSLA, and $AMAT"
🤔 Bullish!

sold MSFT at high bought SPCX at low

\*BURRY: EXITED MSFT CALLS COMPLETELY
\*BURRY: ROLLED NVIDIA PUTS JUNE 27 LOW 100S STRIKE
\*BURRY: CLOSED PALANTIR PUTS, NO ROLL, CONTINUING TO HOLD SHORT
\*BURRY: CLOSED ORACLE PUTS, NO ROLL
\*BURRY: CONTINUE TO HOLD REST OF SHORTS

You guys are so dumb. People always exit right at close. Happened to MSFT too. Chronically poor because of this.

Should have sold MSFT today

Ugh I hate that everytime. This was also the one time in forever I didnt play MSFT earnings and look what it did. So much mental torment this can be!!

Who knew MSFT and PLTR would save the market... what a wild ride

MSFT MSFT MSFT

33% MSTR 33% MSFT 33% NVDA 1% ONDS
50% CASH, 50% STOCK

Msft MSFT msft

This is insane - I sold all the MSFT I've been DCA'ing all year at $480 and still left money on the table!

MSFT tanked after earnings the one before last, MU idek what’s going on there, their daily chart looks so fucking ugly

alot of red showing up on $MSFT

You are losing the forest for the trees on these financial statements. What you are saying makes no sense. You are going to have to rethink that one. META uses their own compute. They have a forever contract. Do you also think AAPL is exposed because they don't have contracts from manufacturers to purchase future OS licenses like MSFT does?