To The Moon

Microsoft Cheaper Than IBM: Overshoot or Repricing? Software has been one of the weakest corners of US equities so far in 2026. The S&P 500 Software and Services index is over 15% lower year to date, and the drawdown accelerated after $Microsoft(MSFT)$   's earnings in late January helped turn a slow bleed into a sector wide de-risk.   In the seven sessions through last Thursday, the index shed roughly $1T in market value, a move that quickly earned the nickname "softwaremageddon." The bounce only showed up late: the software index rose 2.4% on Friday after falling more than 17% over the prior seven sessions, then added another 2.9% on Monday. Even after the rebound, it was still roughly 13% b

🧠 $Microsoft(MSFT)$ — Inflection Analysis The market is stuck on capex fear. The data says demand is already locked in. Microsoft’s AI-driven cloud engine has moved from speculation to backlog-backed execution, with monetization now visible in Azure growth and RPO expansion. 📈 Inflection status: CONFIRMED POSITIVE Revenue, margins, and cash flow continue to inflect upward. Atomic evidence: • Azure growth re-accelerated to ~40% (FY26 Q1) • Commercial RPO surged to $625B, +110% YoY • AI now contributes ~16pts to Azure growth (+400bps in 6 months) • OpenAI signed ~$250B incremental Azure consumption deal • Operating cash flow +56% vs FY23 ⚠️ Bottleneck: GPU capacity and datacenter power limit near-term fulfillment. 💰 Price-conditioned

A good buy and bear market is coming 

$Microsoft(MSFT)$  just bought more, good buying opportunity.

$Microsoft(MSFT)$  good 😊 holding and for long term 

$Microsoft(MSFT)$  bull

$Microsoft(MSFT)$  feel it's still overvalued~ more correction needed

$Microsoft(MSFT)$  is always a buy at good price. But MS copilot is defending zmS position in enterprise. Google is the real one to get in at. 

$Microsoft(MSFT)$  Strong buy

$微软(MSFT)$   This wasn’t a “one-quarter surprise” story. Azure and Copilot demand stayed strong, supply is the real constraint. The target price was trimmed for one reason: AI capex is higher than expected. But the conclusion didn’t change — more spending doesn’t mean weaker business, it means AI is moving deeper into the core.

$Microsoft(MSFT)$  buy buy buy

It has been a huge irritant on users of Windows about how MSFT is going about their execution of ai usage for their users. Instead of focusing on what users would want or need, the direction taken seems desperate and thoughtless, a mad rush to scream "look at us! we invested in openai and this is what we can do" Constant drivel about how windows os should be an agentic os, and not giving users the option to reject these ai functionalities will cause msft to cede ground to competition like Apple and Google

$Microsoft(MSFT)$  Any price can be a good price for every individual has a different time frame, risk tolerance, tongue and taste. If one needs to ask, means generally you are uncomfy with the price. For if one does not want to pay 150bucks for a ribeye, then dont eat it.

$Microsoft(MSFT)$   Capitalizing on the MSFT dip by selling Cash Secured Puts (CSPs) at lower support levels to accumulate fresh shares. This allows for a lower entry price compared to existing holdings without over-leveraging. Once the share price rebounds, I’ll trim the higher-cost shares to maintain a balanced position size and keep capital fluid. It's all about upgrading the cost basis while staying disciplined with total exposure.

Microsoft reset will always regain after some time historically. Just hold or add some on dips. Meta has long runway. Just do it. Apple is old apple. If u like to wait for apple drop on head, then slowly wait. Tesla is king. King of jokes. Just wait for the advertising stunts and follow the clowns but leave the theater before the show finish.

$Microsoft(MSFT)$  as a new investor and a rather "experimental" portfolio, this considerable dip and recommendation from others here, Im gonna put lot more of my savings into this as a long term investment  (≥3 years).

Confirm growing, as what i used more often is microsoft, it become more controlling.

The dip for $Microsoft(MSFT)$ seems more like a valuation rest, it may be a good to take a small initial position to be scaled in after more clarity at the next earnings. $Tesla Motors(TSLA)$ is not likely to deliver as Elon Musk has consistently hyped the market repeatedly.

MSFT is still a Good stock, at this level could numble some as an investment [Chuckle].... But I'm out of bullets 😭. @JC888 @Barcode @koolgal @Shernice軒嬣 2000 @Aqa @Shyon @DiAngel

Ikkk

Microsoft Cheaper Than IBM: Overshoot or Repricing? Software has been one of the weakest corners of US equities so far in 2026. The S&P 500 Software and Services index is over 15% lower year to date, and the drawdown accelerated after $Microsoft(MSFT)$   's earnings in late January helped turn a slow bleed into a sector wide de-risk.   In the seven sessions through last Thursday, the index shed roughly $1T in market value, a move that quickly earned the nickname "softwaremageddon." The bounce only showed up late: the software index rose 2.4% on Friday after falling more than 17% over the prior seven sessions, then added another 2.9% on Monday. Even after the rebound, it was still roughly 13% b

🧠 $Microsoft(MSFT)$ — Inflection Analysis The market is stuck on capex fear. The data says demand is already locked in. Microsoft’s AI-driven cloud engine has moved from speculation to backlog-backed execution, with monetization now visible in Azure growth and RPO expansion. 📈 Inflection status: CONFIRMED POSITIVE Revenue, margins, and cash flow continue to inflect upward. Atomic evidence: • Azure growth re-accelerated to ~40% (FY26 Q1) • Commercial RPO surged to $625B, +110% YoY • AI now contributes ~16pts to Azure growth (+400bps in 6 months) • OpenAI signed ~$250B incremental Azure consumption deal • Operating cash flow +56% vs FY23 ⚠️ Bottleneck: GPU capacity and datacenter power limit near-term fulfillment. 💰 Price-conditioned

Last week’s batch of data / reports, points to a US economy heading into 27–28 January FOMC with solid growth, a still-tight labour market, and inflation stuck just above target rather than re-accelerating. Below are the details. Jobless Claims. Weekly Claims: For week ending 17 Jan 2026, weekly claims rose by 1,000 to 200,000 versus consensus estimated a rise to 209,000. The 4-week moving average dropped to 201,500, its lowest level since early 2024, indicating that layoffs are not yet a primary driver of economic concern. (see below) Continuing Claims: For the week ending 10 Jan 2026, continuing claims fell by -26,000 to 1.849 million, remaining below the average seen in H2 2025. (see above) The decrease suggests that while hiring has been slow, those currently unemployed are finding it

$Microsoft(MSFT)$ $NVIDIA(NVDA)$  $Meta Platforms, Inc.(META)$  I’m documenting a rare multi-sector repricing where Microsoft’s worst day in five years cascaded into SaaS, long-duration growth, and quantum equities, signalling a regime shift in risk appetite, valuation tolerance, and AI capital narratives. NZT time, 30Jan26 🇳🇿 📉💻 Microsoft is down -12% on 29Jan26 ET 🇺🇸 | 30Jan26 NZT 🇳🇿 Microsoft’s fundamentals remain strong, yet price action reflects OpenAI concentration exposure, record AI CapEx intensity, Azure growth optics, and long-duration valuation compression rather than earnings impa

Four of the Mag 7 have reported earnings this week, and the divergence is getting very real. Meta surged +10% against the tape. Microsoft wiped out $357B in market cap, the 2nd-largest single-session value drop in stock market history. Tesla and Apple were underwhelming. Little price reaction. Let’s break down the scoreboard for these four mega-cap tech giants. 🏆 The Winners $Apple(AAPL)$: “Ecosystem Dominance at Scale” Revenue $143.8B, EPS $2.84 — a clean beat across the board. Why it’s on the winners list: Ultra-high user loyalty powered iPhone revenue +23%. Even more impressive, Greater China revenue flipped sharply higher to +38% YoY, crushing market concerns. A record 48.2% gross margin proves Apple’s unmatched ability to leverage its supply

$Microsoft(MSFT)$   Here’s a clean, market-level explanation of that Microsoft move, tying price action to fundamentals and expectations (not just the headline numbers). ⸻ Why Microsoft Fell ~10% Despite “Good” Fundamentals At first glance, Microsoft’s results looked strong: • Q2 revenue +15% YoY (constant currency) • Azure +38%, beating expectations • Microsoft 365 Commercial +14%, driven by pricing and subscriber growth So why did the stock sell off hard? Because stocks don’t trade on whether results are good — they trade on whether results are better than what was already priced in. ⸻ 1. Expectations Were Extremely High (Especially for AI) Going into earnings, the buy-side narrative was: • Azure acceleration

Microsoft sank 10% despite solid fundamentals. Q2 revenue grew 15% YoY in constant currency, beating expectations, with Azure up 38% and Microsoft 365 Commercial rising 14%, driven by steady subscriber and pricing gains. However, ongoing supply-chain constraints capped upside versus buy-side hopes, reviving concerns over near-term Al monetization and delivery capacity. Risks to Monitor Supply Chain Delays: If GPU shortages persist beyond 2024, Azure growth could stall near 30%. Enterprise Spending Pullback: Fed rate hikes could pressure cloud budgets. Regulation: FTC scrutiny of OpenAI partnership remains a wildcard. Valuation: Fair at $400? Post-Drop Metrics: P/E: ~32x forward earnings (vs. 5-yr avg: 35x) FCF Yield: ~2.5% (slightly below historical avg) Price/Sales: ~11x (elevated but jus

$Microsoft(MSFT)$ DCA-ed 1 more MSFT share at $433.5. ​📉 The Setup: The Post-Earnings Flush & Technical Floor ​The market is currently punishing Microsoft for "only" growing Azure at 37% and increasing Capex. For us, that means we get to buy a world-class compounder at a 20% discount from its highs. ​Support Sniper: The $425–$435 zone is a relatively good support area. We are currently sitting right at the "flush bids" level where smart money accumulates after a temporary earnings miss. 🛡️ ​P/E Compression: At $433, MSFT is trading at a forward P/E of ~29x. Considering it's forecast to grow EPS by 15–20% in 2026, we are buying this growth at a PEG ratio that is significantly more attractive than it was just 48 hours ago. 📉✅ ​Oversold Boun

$Microsoft(MSFT)$ ​📉 The Setup: The Post-Earnings Flush & Technical Floor ​The market is currently punishing Microsoft for "only" growing Azure at 37% and increasing Capex. For us, that means we get to buy a world-class compounder at a 20% discount from its highs. ​Support Sniper: The $425–$435 zone is a relatively good support area. We are currently sitting right at the "flush bids" level where smart money accumulates after a temporary earnings miss. 🛡️ ​P/E Compression: At $433, MSFT is trading at a forward P/E of ~29x. Considering it's forecast to grow EPS by 15–20% in 2026, we are buying this growth at a PEG ratio that is significantly more attractive than it was just 48 hours ago. 📉✅ ​Oversold Bounce: The stock dropped nearly 10% in

$Microsoft(MSFT)$  Yes, this looks closer to an overreaction than a thesis break, but the entry decision depends on time horizon. What actually disappointed the market The fundamentals were solid. Growth did not slow. The sell-off was driven by expectations, not results. Buy-side positioning had priced in near-flawless AI execution. When management flagged ongoing supply-chain and capacity constraints, the market recalibrated near-term AI monetisation, even though demand remains clearly intact. That distinction matters. Is the AI story impaired? No. Microsoft is demand-constrained, not demand-challenged. Azure’s 38% growth confirms AI workloads are scaling rapidly. The issue is delivery timing. Revenue is being deferred, not lost. That is a v

🌟🌟🌟3 Keywords define this week's earnings: AI Capex Surge, Beat But Sold Off & Physical AI Narrative & Capex Spending Plan. Meta vs Microsoft - One fell, one rose. Why? Microsoft delivered great results but capex rose. The physical AI buildout is massive with data centers, chips. The payoff is there but long dated & the market is tired of waiting.  Investors wanted a victory lap but  they got more capex. Microsoft didn't stumble on fundamentals. It stumbled on expectations. Meta rose because it is able to link    its AI spending to efficiency & ROI.  Ads are re-accelerating. Margins are expanding. Guidance is confident without sounding reckless. Meta didn't just reported numbers.  It delivered reassurance. Investors rewarded that clarity.

🌟4 Titans are at a crossroad. Conviction is being tested. Investors are forced to choose whether they trust the story or the noise. Microsoft: Would I buy at $400?  Yes.  Its dip isn't about weakness.  It is about investors flinching at its AI Capex & slowing cloud growth. Yet long term AI enterprise engine remains intact. $400 is the level where weak hands panic & strong hands accumulate. Meta: Can it be chased after a 10% jump? Yes. I believe Meta's growth runway is long. I see accelerating revenue, AI driven ad strength & its willingness to spend boldly because the growth is real. Apple:  It trades on expectations, not explanations. So even when it says memory cost inflation is manageable, the market hears margins may drop, supply chain is  tight. G

From my view, Microsoft’s $Microsoft(MSFT)$ drop looks like a valuation reset rather than a broken business. Azure is still growing at a very high level, but the market owned MSFT for acceleration, not deceleration. I’d be cautious but constructive — $400 feels like a reasonable first entry, though I’d scale in slowly rather than go all-in. Meta $Meta Platforms, Inc.(META)$ is the clearest winner for me. The +10% move is supported by real ad re-acceleration and visible AI-driven efficiency gains. I wouldn’t chase after a vertical rally, but on consolidation or pullbacks, this still looks like a stock you want to own. Apple $Apple(AAPL)$ delivered objectivel

Here is a concise, direct view within the limit. 1. Microsoft at $400? Yes, as a dip-buy. Microsoft sold off on timing concerns, not demand weakness. Azure growth confirms AI traction. $400 is a reasonable accumulation level for long-term investors, though not a short-term bottom call. 2. Can Meta be chased after +10%? No. Meta Platforms is executing well, but post-rally risk-reward is less attractive. Better to wait for consolidation than chase momentum. 3. Apple says memory costs are fine. Why no stock move? Because the market wants growth catalysts, not cost reassurance. Apple is stable, but AI monetisation and services acceleration remain incremental, not transformative yet. 4. Will Tesla deliver in 2026? Unclear, execution-heavy. Tesla still has a compelling narrative, but repeated t

$微软(MSFT)$   This wasn’t a “one-quarter surprise” story. Azure and Copilot demand stayed strong, supply is the real constraint. The target price was trimmed for one reason: AI capex is higher than expected. But the conclusion didn’t change — more spending doesn’t mean weaker business, it means AI is moving deeper into the core.

$Vanguard ETF(VOO)$  $NVIDIA(NVDA)$  $Microsoft(MSFT)$   📉 Stocks to Watch Today (After Microsoft’s ~10% Drop) $Vanguard ETF (VOO)$ $NVIDIA (NVDA)$ $Microsoft (MSFT)$ Microsoft’s sharp drop is shaking the market, but big pullbacks often create new opportunities — not just fear. 🔹 $MSFT$ — Oversold Bounce Watch A 10% drop in a mega-cap is rare. Watching for dip buyers, rebound attempts, or further weakness. 🔹 $NVDA$ — Sentiment Leader If Nvidia holds strong, AI momentum may remain intact. Weakness could signal broader tech cooling. 🔹 $VOO$ — Market Direction Gauge S&P 500 ETF shows whether this is a tech-

Microsoft reset will always regain after some time historically. Just hold or add some on dips. Meta has long runway. Just do it. Apple is old apple. If u like to wait for apple drop on head, then slowly wait. Tesla is king. King of jokes. Just wait for the advertising stunts and follow the clowns but leave the theater before the show finish.

$Microsoft(MSFT)$   Capitalizing on the MSFT dip by selling Cash Secured Puts (CSPs) at lower support levels to accumulate fresh shares. This allows for a lower entry price compared to existing holdings without over-leveraging. Once the share price rebounds, I’ll trim the higher-cost shares to maintain a balanced position size and keep capital fluid. It's all about upgrading the cost basis while staying disciplined with total exposure.

It has been a huge irritant on users of Windows about how MSFT is going about their execution of ai usage for their users. Instead of focusing on what users would want or need, the direction taken seems desperate and thoughtless, a mad rush to scream "look at us! we invested in openai and this is what we can do" Constant drivel about how windows os should be an agentic os, and not giving users the option to reject these ai functionalities will cause msft to cede ground to competition like Apple and Google

$Microsoft(MSFT)$  just bought more, good buying opportunity.