Microsoft Stock Discussion

$Microsoft (MSFT.US)$  Piece of 💩

Oklo, NuScale and Centrus Energy all hit new intraday records Friday as stocks tied to next-generation nuclear power rallied on recent moves by Microsoft, Amazon and Alphabet to secure nuclear energy for their cloud-computing businesses.
$Oklo Inc (OKLO.US)$ rallied as much as 31.2% to a $20.64 record intraday high, while $Centrus Energy (LEU.US)$ rose 17.7% to a $95.37 all-time peak and $NuScale Power (SMR.US)$ added 12....

$Microsoft (MSFT.US)$  wake me up when October end 

one simple and easy strategy to investment!
keep it simple stupid!
find stock that is good strong, profitable and resilience to recession!
when you are convinced, invest slowly and steadily, simply by applying dollar cost averaging.
you can even set up regular saving plan on moo moo and invest $Apple (AAPL.US)$  300usd per month
or 200usd on $Alphabet-C (GOOG.US)$
if you have higher budget go for $Microsoft (MSFT.US)$  $500usd or $Meta Platforms (META.US)$ $600usd ...

$Microsoft (MSFT.US)$420

$Microsoft (MSFT.US)$ wake up pls

It's no secret that $ $NVIDIA (NVDA.US)$ 's stock price tends to track big tech's capex. A few observations:
▶️The major upward revisions for capex came in 2024, as 2023 was still more about post-COVID normalization and cost-cutting. Some firms ( $AMZN $META) even reduced capex in 2023.
- 2025E consensus for the "Big 4" (MSFT, GOOGL, META, AMZN) combined moved from $167B (Jan 2023) to $182B (Jan 2024) to $230B (Oct 2024).
- 2024E consensus shifted from $160B (Jan 2023) to $170B (Jan 2024) t...

$Microsoft (MSFT.US)$
Conclusions:
Microsoft’s demand for GB200 surpasses the total orders from other CSPs, with 4Q24 orders significantly increasing by 3–4 times.
Microsoft’s GB200 key component suppliers will begin mass production and shipment in 4Q24, contributing to their supply chain’s performance earlier than other CSPs.
Rev...

Semiconductor
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Metaverse
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