1. Would I buy $Microsoft(MSFT

1. Would I buy $Microsoft(MSFT)$ yes I would buy Microsoft because it has high growth prospects
2. No meta $Meta Platforms, Inc.(META)$ Facebook advertising driven growth is not sustainable
3.$Apple(AAPL)$ has long term memory supply contracts which are not impacted by market pricing
4. Yes, $Tesla Motors(TSLA)$ will deliver something in 2026 but we don’t know what it will do

Microsoft Beats but Capex Slows; Will It Stay Mag 7's Laggard?

Microsoft (MSFT) extended losses by 3.93% today despite Q3 Azure cloud revenue growth of 40% and AI revenue doubling year-over-year. Bank of America revised its price target post-earnings, while CEO Satya Nadella noted AI commercial value still needs validation in verticals such as healthcare, with GPU and storage constraints expected to persist through year-end. The numbers were far from weak — but markets voted with their feet. Can MSFT shed its last-place standing within the Magnificent 7?

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

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":527492299984968,"tweetId":"527492299984968","gmtCreate":1769804339740,"gmtModify":1769804344423,"author":{"id":4172792741802032,"idStr":"4172792741802032","authorId":4172792741802032,"authorIdStr":"4172792741802032","name":"Chrishust","avatar":"https://community-static.tradeup.com/news/24621df13cba09ec37ac6463a6a888fc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-1","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Debut Tiger","description":"Join the tiger community for 500 days","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"1026c425416b44e0aac28c11a0848493-1","name":"Debut Tiger","description":"Join the tiger community for 500 days","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":20,"starInvestorFlag":false},"themes":[{"themeId":"d0897802c3244d6c8bfaedfd7f14de1b","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Microsoft Beats but Capex Slows; Will It Stay Mag 7's Laggard?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d0897802c3244d6c8bfaedfd7f14de1b}&rnconfig={\"headerBarHidden\": true}","description":"Microsoft (MSFT) extended losses by 3.93% today despite Q3 Azure cloud revenue growth of 40% and AI revenue doubling year-over-year. Bank of America revised its price target post-earnings, while CEO Satya Nadella noted AI commercial value still needs validation in verticals such as healthcare, with GPU and storage constraints expected to persist through year-end. The numbers were far from weak — but markets voted with their feet. Can MSFT shed its last-place standing within the Magnificent 7?","image":"https://community-static.tradeup.com/news/f8819962e9d82cf3033e4ab28545a31b"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>1. Would I buy <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> yes I would buy Microsoft because it has high growth prospects \n \n2. No meta <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> Facebook advertising driven growth is not sustainable \n \n3.<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> has long term memory supply contracts which are not impacted by market pricing \n \n4. Yes, <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> will deliver something in 2026 but we don’t know what it will do</body></html>","htmlText":"<html><head></head><body>1. Would I buy <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> yes I would buy Microsoft because it has high growth prospects \n \n2. No meta <a href=\"https://ttm.financial/S/META\">$Meta Platforms, Inc.(META)$</a> Facebook advertising driven growth is not sustainable \n \n3.<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> has long term memory supply contracts which are not impacted by market pricing \n \n4. Yes, <a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a> will deliver something in 2026 but we don’t know what it will do</body></html>","text":"1. Would I buy $Microsoft(MSFT)$ yes I would buy Microsoft because it has high growth prospects 2. No meta $Meta Platforms, Inc.(META)$ Facebook advertising driven growth is not sustainable 3.$Apple(AAPL)$ has long term memory supply contracts which are not impacted by market pricing 4. Yes, $Tesla Motors(TSLA)$ will deliver something in 2026 but we don’t know what it will do","highlighted":1,"essential":1,"paper":1,"likeSize":35,"commentSize":0,"repostSize":70,"favoriteSize":0,"link":"https://ttm.financial/post/527492299984968","repostId":0,"isVote":1,"tweetType":1,"viewCount":4345,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","TSLA","AAPL","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":319,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/527492299984968"}