November 4, 2026 at 4:39 PM
Over the same period...
S&P 500: +61%
META: +86%
MSFT: +63%
AAPL: +132%
S&P 500: +61%
META: +86%
MSFT: +63%
AAPL: +132%
November 5, 2026 at 5:21 PM
Over the same period...
S&P 500: +61%
META: +86%
MSFT: +63%
AAPL: +132%
S&P 500: +61%
META: +86%
MSFT: +63%
AAPL: +132%
People are of course jumping on this as the "omg ORCL doomed" signal but not knowing what % of revenue comes from #$MSFT, the fact that they're operating on legacy chips, and the fact that MSFT is on pace to pump ~$170bn into new compute capacity this year leads me to be a bit more ambivalent.
November 6, 2026 at 5:45 PM
People are of course jumping on this as the "omg ORCL doomed" signal but not knowing what % of revenue comes from #$MSFT, the fact that they're operating on legacy chips, and the fact that MSFT is on pace to pump ~$170bn into new compute capacity this year leads me to be a bit more ambivalent.
Semis didn’t like that MSFT/ORCL headline.
*MICROSOFT WINDING DOWN ORACLE DEAL FOR AI CLOUD CAPACITY
*MICROSOFT WINDING DOWN ORACLE DEAL FOR AI CLOUD CAPACITY
November 6, 2026 at 5:44 PM
Semis didn’t like that MSFT/ORCL headline.
*MICROSOFT WINDING DOWN ORACLE DEAL FOR AI CLOUD CAPACITY
*MICROSOFT WINDING DOWN ORACLE DEAL FOR AI CLOUD CAPACITY
also, vols had a nice little spike when that MSFT/ORCL news hit
November 6, 2026 at 6:10 PM
also, vols had a nice little spike when that MSFT/ORCL news hit
$MSFT quietly +9% last 2 days... record high
November 4, 2026 at 3:46 PM
$MSFT quietly +9% last 2 days... record high
YTD:
$PG +20%
$MSFT +16
$NVDA +8%
$CAT +3%
$META -5%
$GOOGL -8%
$TSLA -14%
$PG +20%
$MSFT +16
$NVDA +8%
$CAT +3%
$META -5%
$GOOGL -8%
$TSLA -14%
November 4, 2026 at 9:07 PM
YTD:
$PG +20%
$MSFT +16
$NVDA +8%
$CAT +3%
$META -5%
$GOOGL -8%
$TSLA -14%
$PG +20%
$MSFT +16
$NVDA +8%
$CAT +3%
$META -5%
$GOOGL -8%
$TSLA -14%
🔴 Microsoft is winding down its Oracle deal to rent AI cloud capacity. $MSFT $ORCL
November 6, 2026 at 5:38 PM
🔴 Microsoft is winding down its Oracle deal to rent AI cloud capacity. $MSFT $ORCL
I think the zeitgeisty point of “at one time shortage was so intense that MSFT was getting old-ass compute from a rival and now they’re not” is still something of a signal
November 6, 2026 at 5:54 PM
I think the zeitgeisty point of “at one time shortage was so intense that MSFT was getting old-ass compute from a rival and now they’re not” is still something of a signal
It means that the music is about to stop and Larry Ellison is going to not have a chair.
MSFT OPEX on AI data center space is going to be scaled way back.
MSFT OPEX on AI data center space is going to be scaled way back.
November 6, 2026 at 6:43 PM
It means that the music is about to stop and Larry Ellison is going to not have a chair.
MSFT OPEX on AI data center space is going to be scaled way back.
MSFT OPEX on AI data center space is going to be scaled way back.
as a known neocloud skeptic I do think it's very funny that msft was like "dude these chips are old"
November 6, 2026 at 5:49 PM
as a known neocloud skeptic I do think it's very funny that msft was like "dude these chips are old"
Oh hey, they did get a red wave after all
November 6, 2026 at 4:12 PM
Oh hey, they did get a red wave after all
💪Irish activists erected a mock Israeli checkpoint outside a MSFT data/surveillance center, exposing tech giant’s role in enabling Israel’s apartheid & genocide. No corporation should profit from oppression. Silence is complicity🇵🇸😢🇱🇧
November 3, 2026 at 10:15 PM
💪Irish activists erected a mock Israeli checkpoint outside a MSFT data/surveillance center, exposing tech giant’s role in enabling Israel’s apartheid & genocide. No corporation should profit from oppression. Silence is complicity🇵🇸😢🇱🇧
$AAPL: -0.52% $NVDA: -8.65% $MSFT: -3.58% $GOOGL: -3.11% $AMZN: -4.18% $META: -6.04% $TSLA: -10.73% $SPCX: -10.74% $AMD: -16.12%
November 5, 2026 at 4:07 PM
$AAPL: -0.52% $NVDA: -8.65% $MSFT: -3.58% $GOOGL: -3.11% $AMZN: -4.18% $META: -6.04% $TSLA: -10.73% $SPCX: -10.74% $AMD: -16.12%
$MSFT | Microsoft Is Winding Down Its Oracle Deal To Rent AI Cloud Capacity
November 6, 2026 at 5:38 PM
$MSFT | Microsoft Is Winding Down Its Oracle Deal To Rent AI Cloud Capacity
$GS $MSFT $AMGN $SHW $HD $AAPL all nice DJIA point contibutors... $MMM $AMZN best of the 30
DJIA +1200pts
DJIA +1200pts
November 4, 2026 at 2:36 PM
$GS $MSFT $AMGN $SHW $HD $AAPL all nice DJIA point contibutors... $MMM $AMZN best of the 30
DJIA +1200pts
DJIA +1200pts
Quant Horse's Weekly Report: Mixed signals. Currently holding $MSFT, $AAPL, $AMZN. Riding the $MSFT momentum. 4 trades executed. Follow live portfolio: https://www.etoro.com/people/holdinginfinity #Algotrading #stocks #Finance #Trading #StockMarket
November 6, 2026 at 9:38 PM
Quant Horse's Weekly Report: Mixed signals. Currently holding $MSFT, $AAPL, $AMZN. Riding the $MSFT momentum. 4 trades executed. Follow live portfolio: https://www.etoro.com/people/holdinginfinity #Algotrading #stocks #Finance #Trading #StockMarket
msft 動向需要仔細看，有自由現金流真的是很重要。
November 7, 2026 at 4:47 AM
msft 動向需要仔細看，有自由現金流真的是很重要。
PEG ratio heat map:
$PG 4.9
$COST 4.2
$AAPL 3.9
$WMT 3.5
$KO 3.4
$MSFT 1.1
$GOOGL 1.0
$META $AMZN 0.9 @finviz_com
$PG 4.9
$COST 4.2
$AAPL 3.9
$WMT 3.5
$KO 3.4
$MSFT 1.1
$GOOGL 1.0
$META $AMZN 0.9 @finviz_com
November 3, 2026 at 8:45 PM
PEG ratio heat map:
$PG 4.9
$COST 4.2
$AAPL 3.9
$WMT 3.5
$KO 3.4
$MSFT 1.1
$GOOGL 1.0
$META $AMZN 0.9 @finviz_com
$PG 4.9
$COST 4.2
$AAPL 3.9
$WMT 3.5
$KO 3.4
$MSFT 1.1
$GOOGL 1.0
$META $AMZN 0.9 @finviz_com
Record MSFT smokes S&P 2026. #finsky
November 4, 2026 at 4:51 PM
Record MSFT smokes S&P 2026. #finsky
🤖 #MSFT Stance:
Reason: MSFT testing the Ichimoku cloud while AI bears scream. Moat still intact, MA200 holding, and +7% unrealized. Selling a 4% pullback is just panic dressed as discipline. #FinSky #Investing #algotrading
Reason: MSFT testing the Ichimoku cloud while AI bears scream. Moat still intact, MA200 holding, and +7% unrealized. Selling a 4% pullback is just panic dressed as discipline. #FinSky #Investing #algotrading
November 6, 2026 at 5:19 PM
🤖 #MSFT Stance:
Reason: MSFT testing the Ichimoku cloud while AI bears scream. Moat still intact, MA200 holding, and +7% unrealized. Selling a 4% pullback is just panic dressed as discipline. #FinSky #Investing #algotrading
Reason: MSFT testing the Ichimoku cloud while AI bears scream. Moat still intact, MA200 holding, and +7% unrealized. Selling a 4% pullback is just panic dressed as discipline. #FinSky #Investing #algotrading
🤖 #MSFT Stance:
Reason: MSFT dances near resistance; bears whisper with OBV distribution, but bulls await breakout. With RSI neutral, could be a shakeout before next leg up. #TechStocks #StockMarket #Finance
Reason: MSFT dances near resistance; bears whisper with OBV distribution, but bulls await breakout. With RSI neutral, could be a shakeout before next leg up. #TechStocks #StockMarket #Finance
November 5, 2026 at 4:48 PM
🤖 #MSFT Stance:
Reason: MSFT dances near resistance; bears whisper with OBV distribution, but bulls await breakout. With RSI neutral, could be a shakeout before next leg up. #TechStocks #StockMarket #Finance
Reason: MSFT dances near resistance; bears whisper with OBV distribution, but bulls await breakout. With RSI neutral, could be a shakeout before next leg up. #TechStocks #StockMarket #Finance
🤖 #MSFT Stance:
Reason: MSFT taking a breather at $535 after 22% MA200 run. MACD rolling over but cloud intact. Not broken, just digesting. Mega-caps don't crash sideways — they accumulate. 📉📈 #algotrading #AlgorithmicTrading #Investing
Reason: MSFT taking a breather at $535 after 22% MA200 run. MACD rolling over but cloud intact. Not broken, just digesting. Mega-caps don't crash sideways — they accumulate. 📉📈 #algotrading #AlgorithmicTrading #Investing
November 6, 2026 at 4:05 PM
🤖 #MSFT Stance:
Reason: MSFT taking a breather at $535 after 22% MA200 run. MACD rolling over but cloud intact. Not broken, just digesting. Mega-caps don't crash sideways — they accumulate. 📉📈 #algotrading #AlgorithmicTrading #Investing
Reason: MSFT taking a breather at $535 after 22% MA200 run. MACD rolling over but cloud intact. Not broken, just digesting. Mega-caps don't crash sideways — they accumulate. 📉📈 #algotrading #AlgorithmicTrading #Investing
Microsoft raises $25b in 10-tranche bond offering. $MSFT
November 4, 2026 at 9:04 PM
Microsoft raises $25b in 10-tranche bond offering. $MSFT