Tech Industry
3h
612
East Asian Men don’t talk to me bc I’m Vietnamese
India
4h
544
Any Indians Think Kashmir Should be Independent?
Tech Industry
Yesterday
651
Bitcoin is the only possible future
Tech Industry
Yesterday
531
Is being in the Bay Area worth the taxes?
India
13h
917
What do vegetarian Indians eat for protein?
This is the first time in multiple years I see extreme weakness and grim outlook in Microsoft when stocks like g fb are popping. I think it is the end of Azures run with enterprises, multi billion $ strategic but wasteful investments in openai and nothing capturing or remarkable to show. Wall Street will soon see through this and crash this stock to $100. Save yourselves. Move your investments and protect your gains. TC 500k
I ain't putting my money on zuck. Would rather invest in meme stocks like tsla
Ah the classic Blinder chasing gains strategy 🐑
Meta? Really?
Been pondering on the same lines, honestly. Azure had a solid run but feels like they're hitting the brakes. All these big strategic plays, like the money pile they're throwing at OpenAI. It's just not translating to results on the ground. It's like investing in a racehorse that doesn't know how to gallop. Now, I've been eyeing a new concern. MSFT's stronghold on enterprise solutions - starting to show some cracks. Competition's heating up, other players like AWS, Google Cloud are catching up, even overtaking in certain niches. Plus, Microsoft's usual trump card, their "extensive integrations." They're not the only game in town anymore. Others are stepping up, making Microsoft's exclusive edge less shiny. Just think about it. GOOG and META, they've got their fingers in every tech pie out there. They're diversifying, innovating, constantly evolving. Their stocks are booming and there's a reason for it. They're adaptable, they're resilient, and they're damn good at what they do. All I'm saying is this: if you've made some good gains on MSFT, it might be time to safeguard them.
Azure ain't slowing much. Think about the macro circumstances we are in and how all other companies are having revenue contractions while Microsoft cloud ($30bn) grew 19% and Azure ($15bn) grew 26%. Once Bullish cycle of the economy starts it will pick pace again. Conservative next quarter guidance was 26% growth again for Azure. Google and Meta are just recovering most of their original revenue drop and not much of new growth. Azure OpenAI services are being consumed by 11K enterprises. Now once they find good applications with AI the usage of cloud will be greatly progressing. There are so many other business streams apart from that. But I would definitely say that current valuation of 35 PE is overvalued.
You lost me at Google innovating...
I'm actually thinking of buying in. Watching to see if it drops more
Tell me you don't understand Msft business without telling me you don't understand.
Honestly it’s kinda shocking to see such posts but feel bad for the those who actually fall for this panic crap and sell their stock
Technically capable but financially illiterate unfortunately. But these are the people on whose back profit is made.
Why do you feel meta is any better?
So you are selling your RSU’s too.
As we speak