To The Moon

$Microsoft(MSFT)$ We're in a pretty wild bull run right now. There have been plenty of moments where the market could have dumped, but it just hasn't happened. I'm looking forward to seeing this trade at $700, especially knowing some people already sold near the bottom.

$Alphabet(GOOGL)$ Volume today was double the normal level, and the short interest volume ratio came in at 51.92. The setup looks primed for a squeeze.

$Microsoft(MSFT)$  It's important to stay patient and keep an eye on this company. It's generating a net of 100b a year, which is a crazy low P/E. I think it will recover sooner than many expect. It's hard to beat Microsoft.

The recent selloff has some questioning the narrative, but I'm focused on the numbers. If the company hits close to a $20 billion annualized revenue run-rate by the end of 2026 while trading under a $40 billion market cap and still growing at over 100%, the valuation conversation becomes very interesting. The margin profile is what really stands out to me. A reported gross margin around 69% puts $CoreWeave, Inc.(CRWV)$  in the same league as many premium software businesses. For comparison, $Microsoft(MSFT)$  operates at around a 60% gross margin. This isn't just an AI infrastructure story; it's a profitability story. Short-term volatility can create opportunities, and this pullback might be whe

$Microsoft(MSFT)$ The analyst firm DA Davidson is maintaining its Buy rating on Microsoft, with a price target of $550. They see Copilot acting as an orchestration layer across different AI models, directing queries to the most suitable system. This adds real platform value across Azure and the Office ecosystem—it's more than just features, it's about managing enterprise AI traffic. The analyst points to Copilot as a key driver in the shift toward monetization.

$Microsoft(MSFT)$ I'm thinking about opening a new position in Microsoft Corp in July. From where I stand, it looks notably undervalued on a forward-looking basis.

$Microsoft(MSFT)$ Microsoft just announced something that seems more significant than a typical product update. They've launched a new AI operating business called Microsoft Frontier Company, backed by a $2.5B commitment and around 6,000 employees pulled into it. From a trading perspective, this looks like Microsoft's statement that AI is no longer just a feature—it's a standalone growth engine. They're packaging enterprise AI engineering, industry know-how, and transformation delivery into one unit. That's essentially a full-stack AI rollout machine for corporate clients. What stands out is the scale and intent. This isn't experimental spending; it's a structured allocation. The market is mostly reacting to headlines right now, but underneat

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.