Microsoft version 2.0 6 trilli-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Microsoft version 2.0 6 trillion market cap ?

These are few lines I just read from the earnings call transcript Microsoft moat looks like exploding in a bigger way

🔹 GitHub Boom

More people are using GitHub (a website for developers) because of AI. In just one year, the number of AI-related projects on GitHub more than doubled!

🔹 Big Companies Love AI Tools

Many big companies are using Microsoft’s AI assistant called Copilot (part of Microsoft 365).

• Barclays is giving Copilot to 100,000 employees after a successful test with 15,000.

• UBS is expanding it to all their staff.

• Companies like Adobe, KPMG, Pfizer, and Wells Fargo also bought over 25,000 licenses each.

🔹 Cloud Tools Are Growing Too

Behind the scenes, cloud tools like Azure, Cosmos DB, and PostgreSQL are powering AI apps.

Even ChatGPT uses these tools to manage chat history and store important data.

🔹 Big Data Moves to the Cloud

Companies are moving huge amounts of data to the cloud. For example, Nestlé moved:

• 200+ SAP systems

• Over 10,000 servers

🎉Microsoft Enters $4 Trln Club! Who’s Next to Join the Elite Club?

Microsoft has become the second company in the world to reach a $4 trillion market capitalization after reporting quarterly earnings beats. Meta rocketed 11% as topped projections for second-quarter sales and gave a stronger-than-expected forecast for the current period, a sign that the social media company’s advertising business is still growing quickly enough to support aggressive spending on artificial intelligence. Two giants set new all time highs. AI battleground heats up: will you hold the two stocks? Is their AI spending good news for Nvidia? Can Apple become the third one?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Merle Ted
08-03
Merle Ted
MSFT is yo-yoing lets hope it’s trajectory stays on tract thru-out 2026. I envision BIG upward mobility for MSFT for the rest of 2025 and moving into 2026 $$$$$🚀
Mortimer Arthur
08-03
Mortimer Arthur
This got pounded harder than amzn. Holding long term
zippyloo
08-01
zippyloo
Wow, Microsoft is unstoppable! 🚀👏
LeoIII.
08-01
LeoIII.
Powerful growth! 🚀

Leave a comment

4

3

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":462566872810024,"tweetId":"462566872810024","gmtCreate":1753972802851,"gmtModify":1754052905292,"author":{"id":4140074789257422,"idStr":"4140074789257422","authorId":4140074789257422,"authorIdStr":"4140074789257422","name":"Jagannathan J","avatar":"https://community-static.tradeup.com/news/2a29f102c565407168d0c017c11aaa99","vip":2,"userType":2,"introduction":" Investor | Educator | FRM | Masters in Finance\n17 years in markets teaching calm, smart investing.","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.30","exceedPercentage":"93.38%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":331,"starInvestorFlag":true,"fullDisclosureFlag":true,"starInvestorFollowerNum":283,"starInvestorOrderShareNum":258,"userFollowInvestorFlag":false,"orderNotificationFlag":false,"ror":97.57,"showRor":true,"investmentPhilosophy":"Most of the money is made by waiting not acting.\n\nDollar gains matter more than percentages","winRationPercentage":77.966102,"tradeVolumeEst":0},"themes":[{"themeId":"ef87ffef961546a5aa8678b0024909bb","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"🎉Microsoft Enters $4 Trln Club! Who’s Next to Join the Elite Club?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":ef87ffef961546a5aa8678b0024909bb}&rnconfig={\"headerBarHidden\": true}","description":"Microsoft has become the second company in the world to reach a $4 trillion market capitalization after reporting quarterly earnings beats.\nMeta rocketed 11% as topped projections for second-quarter sales and gave a stronger-than-expected forecast for the current period, a sign that the social media company’s advertising business is still growing quickly enough to support aggressive spending on artificial intelligence.\nTwo giants set new all time highs.\nAI battleground heats up: will you hold the two stocks?\nIs their AI spending good news for Nvidia?\nCan Apple become the third one?","image":"https://community-static.tradeup.com/news/b2abfea5c7f49bda628bebe22af9ebda"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Microsoft version 2.0 6 trillion market cap ?</p>\n<p>These are few lines I just read from the earnings call transcript Microsoft moat looks like exploding in a bigger way&nbsp;</p>\n<p>🔹 GitHub Boom</p>\n<p>More people are using GitHub (a website for developers) because of AI. In just one year, the number of AI-related projects on GitHub more than doubled!</p>\n<p>🔹 Big Companies Love AI Tools</p>\n<p>Many big companies are using Microsoft’s AI assistant called Copilot (part of Microsoft 365).</p>\n<p>• Barclays is giving Copilot to 100,000 employees after a successful test with 15,000.</p>\n<p>• UBS is expanding it to all their staff.</p>\n<p>• Companies like Adobe, KPMG, Pfizer, and Wells Fargo also bought over 25,000 licenses each.</p>\n<p>🔹 Cloud Tools Are Growing Too</p>\n<p>Behind the scenes, cloud tools like Azure, Cosmos DB, and PostgreSQL are powering AI apps.</p>\n<p>Even ChatGPT uses these tools to manage chat history and store important data.</p>\n<p>🔹 Big Data Moves to the Cloud</p>\n<p>Companies are moving huge amounts of data to the cloud. For example, Nestlé moved:</p>\n<p>• 200+ SAP systems</p>\n<p>• Over 10,000 servers</p></body></html>","htmlText":"<html><head></head><body><p>Microsoft version 2.0 6 trillion market cap ?</p>\n<p>These are few lines I just read from the earnings call transcript Microsoft moat looks like exploding in a bigger way&nbsp;</p>\n<p>🔹 GitHub Boom</p>\n<p>More people are using GitHub (a website for developers) because of AI. In just one year, the number of AI-related projects on GitHub more than doubled!</p>\n<p>🔹 Big Companies Love AI Tools</p>\n<p>Many big companies are using Microsoft’s AI assistant called Copilot (part of Microsoft 365).</p>\n<p>• Barclays is giving Copilot to 100,000 employees after a successful test with 15,000.</p>\n<p>• UBS is expanding it to all their staff.</p>\n<p>• Companies like Adobe, KPMG, Pfizer, and Wells Fargo also bought over 25,000 licenses each.</p>\n<p>🔹 Cloud Tools Are Growing Too</p>\n<p>Behind the scenes, cloud tools like Azure, Cosmos DB, and PostgreSQL are powering AI apps.</p>\n<p>Even ChatGPT uses these tools to manage chat history and store important data.</p>\n<p>🔹 Big Data Moves to the Cloud</p>\n<p>Companies are moving huge amounts of data to the cloud. For example, Nestlé moved:</p>\n<p>• 200+ SAP systems</p>\n<p>• Over 10,000 servers</p></body></html>","text":"Microsoft version 2.0 6 trillion market cap ? These are few lines I just read from the earnings call transcript Microsoft moat looks like exploding in a bigger way 🔹 GitHub Boom More people are using GitHub (a website for developers) because of AI. In just one year, the number of AI-related projects on GitHub more than doubled! 🔹 Big Companies Love AI Tools Many big companies are using Microsoft’s AI assistant called Copilot (part of Microsoft 365). • Barclays is giving Copilot to 100,000 employees after a successful test with 15,000. • UBS is expanding it to all their staff. • Companies like Adobe, KPMG, Pfizer, and Wells Fargo also bought over 25,000 licenses each. 🔹 Cloud Tools Are Growing Too Behind the scenes, cloud tools like Azure, Cosmos DB, and PostgreSQL are powering AI apps. Even ChatGPT uses these tools to manage chat history and store important data. 🔹 Big Data Moves to the Cloud Companies are moving huge amounts of data to the cloud. For example, Nestlé moved: • 200+ SAP systems • Over 10,000 servers","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/462566872810024","repostId":0,"isVote":1,"tweetType":1,"viewCount":1735,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":855,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":463679056105480,"commentId":"463679056105480","gmtCreate":1754221849674,"gmtModify":1754221854538,"authorId":10000000000010990,"author":{"id":10000000000010990,"idStr":"10000000000010990","authorId":10000000000010990,"name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":462566872810024,"objectIdStr":"462566872810024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"MSFT is yo-yoing lets hope it’s trajectory stays on tract thru-out 2026. I envision BIG upward mobility for MSFT for the rest of 2025 and moving into 2026 $$$$$🚀\n<br><br>","text":"MSFT is yo-yoing lets hope it’s trajectory stays on tract thru-out 2026. I envision BIG upward mobility for MSFT for the rest of 2025 and moving into 2026 $$$$$🚀\n<br><br>","html":"MSFT is yo-yoing lets hope it’s trajectory stays on tract thru-out 2026. I envision BIG upward mobility for MSFT for the rest of 2025 and moving into 2026 $$$$$🚀\n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":463679381717000,"commentId":"463679381717000","gmtCreate":1754221929168,"gmtModify":1754221933912,"authorId":10000000000010994,"author":{"id":10000000000010994,"idStr":"10000000000010994","authorId":10000000000010994,"name":"Mortimer Arthur","avatar":"https://static.tigerbbs.com/b8515044e6fcc500a9ce3ca05f33533b","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":462566872810024,"objectIdStr":"462566872810024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"This got pounded harder than amzn.  Holding long term\n<br><br>","text":"This got pounded harder than amzn.  Holding long term\n<br><br>","html":"This got pounded harder than amzn.  Holding long term\n<br><br>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":462942640833296,"commentId":"462942640833296","gmtCreate":1754053091374,"gmtModify":1754290999222,"authorId":9000000000000359,"author":{"id":9000000000000359,"idStr":"9000000000000359","authorId":9000000000000359,"name":"zippyloo","avatar":"https://static.tigerbbs.com/c05637de10fca666e37d2c570e52012a","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":462566872810024,"objectIdStr":"462566872810024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Wow, Microsoft is unstoppable! 🚀👏","text":"Wow, Microsoft is unstoppable! 🚀👏","html":"Wow, Microsoft is unstoppable! 🚀👏","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":462944500998296,"commentId":"462944500998296","gmtCreate":1754053092139,"gmtModify":1754290999568,"authorId":9000000000000510,"author":{"id":9000000000000510,"idStr":"9000000000000510","authorId":9000000000000510,"name":"LeoIII.","avatar":"https://static.tigerbbs.com/df4fa8f4a07de7855d1ef44804bdd5a9","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":462566872810024,"objectIdStr":"462566872810024","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"Powerful growth! 🚀","text":"Powerful growth! 🚀","html":"Powerful growth! 🚀","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/462566872810024"}