To The Moon

Software isn't dying - it's expanding. $ServiceNow(NOW)$ , $Microsoft(MSFT)$ , $Adobe(ADBE)$ , $Palantir Technologies Inc.(PLTR)$ , $Oracle(ORCL)$  and the entire software stack are quietly entering a new phase where demand isn't shrinking, it's accelerating. 2026 job trends already point higher for software roles, not lower. That's the key signal most people miss. AI isn't replacing software engineers at scale - it's amplifying output per engineer, which increases total demand for builders, not reduces it. The market still struggles with this concept: a

$Microsoft(MSFT)$  Microsoft's valuation metrics have reset to an exceptionally attractive historical level. From a fundamental pricing standpoint, the current risk-reward ratio offers a steeper discount relative to growth than any single point observed during the entire 2022 bear market. This massive correction has completely restored its margin of safety.

$Microsoft(MSFT)$ I'll just keep buying and holding. It should get back to 500 and above. Being able to buy more at a cheaper price, and then making money later, is pretty straightforward.

$Microsoft(MSFT)$  Anyone calling for Satya Nadella's resignation today has completely forgotten what Microsoft looked like before 2014. Nadella took over a stagnant, bureaucratic company that had completely missed the smartphone revolution and whose stock price had been moving sideways for an entire decade. He didn't just rescue the company; he completely reinvented it. Current market frustrations are driven by short-sighted traders demanding immediate multi-billion-dollar returns on AI investments. However, in the big tech ecosystem, if you show up late to a massive infrastructure shift—like the PC or cloud eras—you lose permanently. Nadella is investing aggressively because he learned from Microsoft's past mi

$Microsoft(MSFT)$ Retraced down near $411 today, testing the confluent support at its 50-day SMA around $408.35. Currently sitting right at the 50% retracement level of the recent swing rebound. This looks like a crucial structural spot for buyers.

$Netflix(NFLX)$ $Meta Platforms, Inc.(META)$ $Microsoft(MSFT)$ We haven't really been part of any rally in the past few months. The question now is, if the market keeps tanking, are we going down with it, or is there still some hope.

If you read the prospectus of the deal between $IREN Ltd(IREN)$  and $Microsoft(MSFT)$ , you would see the prepayment terms and, more importantly, that IREN is doing a lot more than just providing Metal. I really don't think you fully grasp the scale of this deal.

$Microsoft(MSFT)$  Holding my nose and jumping in here. Hopefully in a few months, I'll look back and laugh at how it's trading right now.

$Microsoft(MSFT)$  I’m noticing what looks like some Microsoft being sold to buy into Dell, trying to catch the wave.

$Microsoft(MSFT)$  This dip looks like a decent opportunity before more investors catch on.