Kelvin 梁
11-03 08:23
Conclusion: recent MSFT bulk orders do not give a clean bearish signal after earnings. They show elevated demand for downside protection and upside call selling, but the largest most recent grouped call trade appears to be a defined-risk call butterfly , which is more consistent with a range-bound/modestly bullish view than a directional bearish bet.


Microsoft (MSFT)
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closed at US$507.12 on 2026-11-03 , down 4.56% from the US$531.33 close immediately before the latest earnings release. The stock was also down 2.83% on the day, so the market has clearly remained cautious after the report.


What the bulk orders say


Most recent major sequence — 2026-11-02, expiring 2026-11-06:Bought 1,500 calls at the 490 strike; sold 3,000 calls at 545; bought 1,500 calls at 575. All printed at the same time.That is a 1×2×1 call butterfly structure, centered at 545. Its net premium was about US$4.42 million , or US$31.43 per share-equivalent . It benefits most if MSFT rebounds toward the midd
@daz999999999：$Microsoft(MSFT)$ $Lumen Technologies(LUMN)$ Microsoft and Lumen Technologies are expanding their co-selling collaboration to offer Lumen's suite of cloud-networking and application-connectivity capabilities to Microsoft's Azure. The move expands how customers can access and use Lumen capabilities through Microsoft's cloud and artificial-intelligence ecosystem, the companies said Monday. With the offering, Azure customers will get access to Lumen's network and on-demand control capabilities for the simplified connectivity and resilient network foundation needed to power AI workloads, the companies said.
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