Feels like they are going to get punished more come the earnings. Not sure where they're spending their Capex at this point… Any news that I missed may give me a reason to believe their capex is justified?
Honestly, Copilot… I was told a bunch of companies are asking employees to use it, but they'd either use Claude or Gemini at the very least. Even for myself I never thought of using Copilot as an alternative because it's so buns imo. Are they even spending their large ass capex to improve this or it's getting the Bethesda/Zenimax abandonment?
1 Year NASDAQ as of 4/20/26 ~ 45.5%
1 Year MSFT as of 4/20/26 ~ 13.42%
I was thinking of maybe investing in it, but even as a long-term, I don't know, maybe there are better alternatives?
Posted by Ill-Warning-596
11 Comments
buy leaps regard
long term? yes.
short term? no one knows. i would hold my dry powder for a bit longer till MSFT dips into 400ish price.
**Microsoft is 3Y low**
because they are the largest NVIDIA customer and no NVIDIA-powered AI is profitable. Neither OpenAI, nor Claude nor xAI. When the investors saw another $130B for slow NVIDIA chips they started selling.
Microsoft plans to start Maia, following Apple’s move with Apple Silicon, Google’s move with TPU and Amazon’s move with Trainium.
Sooner or later all companies will have the same models. The deciding factor will be who has the cheapest AI infrastructure, because if AI is not cheap it will never be profitable. It’s neither sustainable not profitable to spend $500B each year on AI chips.
Copilot sucks but they are still used in most companies in America. I hate copilot but I hate Google suite more.
It’s about to rip up. I’m loading up.
I saw it was down 35% and bought in
Microsoft today is last year’s google.
Microsoft’s whole model is replacing workers with cheaper overseas labor. They’ll keep falling behind because of it. Cheaper labor rarely understands the business side of things.
I think you should get off the booze.
should’ve been loading the boat sub $380 tbh… as many others have said this is the GOOGL of last year, or like getting to buy META in the $80s after the metaverse shakeup. No brainer to mid $500s imo if you like holding shares for the long term
Should have been buying at 350 like we all were. So obvious, the more of these posts I see I just laugh.