A year ago, if you wrote something nice about $Alphabet(GOOG)$$Alphabet(GOOGL)$ , someone would respond with something like, “They’re cooked. Ever heard of ChatGPT?”The sentiment around Alphabet CEO Sundar Pichai was about as bad as it could get. He didn’t know how to innovate. Google was terrible at making new products. A “woke” culture couldn’t win in AI (see early Gemini images). Today, Google seems inevitable. And I’m struck by how simple the answer was and continues to be as an investor. Buy Alphabets stock and just hang on for the ride! The History of DisruptionThe negative sentiment around Google was always about disruption. ChatGPT was first to “figure out” the AI chatbot, and that would disrupt
$Microsoft(MSFT)$ I increased my position in Microsoft (NASDAQ: MSFT) following its strategic acquisition of Osmos, an agentic AI data engineering platform. Osmos streamlines complex data workflows and transforms raw data into analytics- and AI-ready assets within OneLake, the central component of Microsoft Fabric. This acquisition strengthens Microsoft’s mission to unify all data and analytics into a single, secure platform, enhancing its competitive edge in enterprise AI solutions. By integrating Osmos, Microsoft not only improves operational efficiency for clients but also solidifies long-term growth potential in the rapidly expanding AI-driven data management market.
$Microsoft(MSFT)$ I made an additional investment in Microsoft (NASDAQ: MSFT) following its strategic acquisition of Osmos, an agentic AI data engineering platform. Osmos simplifies complex data workflows by converting raw data into analytics and AI-ready assets within OneLake, the core of Microsoft Fabric. This move strengthens Microsoft’s vision of unifying all data and analytics into a single, secure platform, enhancing value for enterprise customers. With AI-driven data solutions gaining traction, this acquisition positions Microsoft to accelerate adoption of Fabric, potentially driving long-term growth and reinforcing confidence in its stock.
$Microsoft(MSFT)$ I’ve added to my position in Microsoft (NASDAQ: MSFT) following its recent acquisition of Osmos, an agentic AI data engineering platform. This strategic move strengthens Microsoft Fabric by simplifying complex data workflows and transforming raw data into AI-ready assets within OneLake. By integrating Osmos, Microsoft enhances its unified data and analytics platform, providing clients with a more efficient, secure, and comprehensive solution. This acquisition underscores Microsoft’s commitment to AI-driven innovation and long-term growth, reinforcing my confidence in its ability to capture enterprise demand and drive shareholder value.
$Microsoft(MSFT)$ I have added to my Microsoft (NASDAQ: MSFT) position following the strategic acquisition of Osmos, an agentic AI data engineering platform. Osmos specializes in transforming raw data into analytics- and AI-ready assets, directly enhancing Microsoft Fabric’s unified data lake, OneLake. This move strengthens Microsoft’s ability to offer a fully integrated, secure platform for data and analytics, aligning with the broader enterprise AI adoption trend. The acquisition not only expands Microsoft’s data capabilities but also reinforces its competitive edge in the cloud and AI ecosystem, supporting long-term growth potential.
$Microsoft(MSFT)$ I made an additional investment in Microsoft following its acquisition of Osmos, an agentic AI data engineering platform that strengthens Microsoft Fabric’s core value proposition. Osmos simplifies complex, time-consuming data workflows by converting raw data into analytics- and AI-ready assets within OneLake. This move reinforces Microsoft’s strategy to offer enterprises a unified, secure platform for data and analytics. As AI adoption accelerates, tighter integration between data infrastructure and AI capabilities enhances Microsoft’s competitive moat and long-term monetization potential, supporting sustained growth and earnings visibility.
Option Movers | Netflix's $100 Call Expiring Next Week Shows High Open Interests; TSMC Sees Bullish Sentiment
U.S. stocks rose on Thursday (Jan. 15) after two days of declines as Morgan Stanley and Goldman Sachs shares shot up following upbeat quarterly results, while Taiwan-based chipmaker TSMC's blockbuster results boosted shares of U.S. chipmakers.Regarding the options market, a total volume of 61,871,771 contracts was traded, of which 60% were call options.Top 10 Option VolumesTop 10: $NVDA(NVDA)$, $TSLA(TSLA)$, $NFLX(NFLX)$, $AMD(AMD)$, $AAPL(AAPL)$, $META(META)$, $VIX(VIX)$,
Microsoft Corporation is a technology company. The Company develops and supports software, services, devices, and solutions. The Company’s segments include Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment consists of products and services in its portfolio of productivity, communication, and information services. This segment primarily comprises: Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of server products and cloud services, including Azure and other cloud services, SQL Server, Windows Server, Visual Studio, System Center, and related Client Access Licenses (CALs), and Nuance and GitHub; and Enterprise Services, including enterprise support services, industry solutions and Nuance professional services. The More Personal Computing segment primarily comprises Windows, Devices, Gaming, and search and news advertising.
2025-12-30
Employee Stock Ownership
Form S-8 - Securities to be offered to employees in employee benefit plans