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Replying to @GregProctor
I like this Ofor MSFT. What do you think about the same strategy on GOOGL or AVGO pullbacks?
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#xauusd #gold #crypto The market never sleeps — and neither does the opportunity. I’m a futures trader dropping my personal high-probability setups with exact entries and exits for free. t.me/ iRhU3aoXli0wMGYy $MSFT $WULF 1m5v3r
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ローカルAIが強くなるほど、ChatGPTやClaudeが不要になるというより、毎回クラウドに投げる必要がある作業と、手元で処理すれば十分な作業が分かれていくのが大きい変化です。 機密コード、社内文書、長時間の試行錯誤はローカル向き。 一方で最新モデル、検索、マルチモーダル、エージェント連携はクラウド優位が残る。 だから戦略は、AMD(AMD)をローカル推論の本命として監視しつつ、Microsoft(MSFT)やAlphabet(GOOGL)は売りに限らず保留。 サブスク解約の話より、AI利用量そのものが増える方向で確認する局面です。 日本株ではアドバンテスト(6857)、東京エレクトロン(8035)を、前半の材料が売上に加えて営業利益率(売上に対して本業の利益がどれだけ残るか)や需給に残るかで判断する場面です。 AIの主戦場は、クラウド対ローカルの勝ち負けより、どちらに計算を置くかに移っている。 x.com/starmexxx/status/20658…

AMD CEO LISA SU HELD A MINI PC ON STAGE THAT RUNS A 235B MODEL AND REPLACES YOUR $440/MONTH AI STACK amd's ryzen ai max 395 is the first x86 chip that runs a 200 billion parameter model on one piece of silicon. cpu and gpu share 128gb of unified memory, no separate graphics card needed the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months install ollama, pull the model, point claude code at localhost. same interface, nothing leaves the machine, nothing costs per request bookmark this and read the article below
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Replying to @BourbonCap
Microsoft isn't just selling software anymore it's building the infrastructure layer for the AI era. If AI adoption continues at this pace, MSFT could remain one of the strongest long term compounders in the market.
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Replying to @JUST_KAWS
Both $META and $MSFT are great value down here. I've been regularly adding some more Meta shares this month.
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Finanse & Economy retweeted
$META y $MSFT outstanding margins..
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星际复利 retweeted
MSFT-如此悲壮! ORCL-如此悲壮! PLTR-如此悲壮! CRM-如此悲壮! 天哪,颈线高点连线假突破还全部打回原位!好惊悚啊,不得不又想起来Leopold对于软件的观点。 曾经做过CRM,害怕浮盈可能要被清洗的,立即逃之夭夭,没想到回到原点。想起来我亲哥评价我做股票杀伐果断。
Replying to @lanque300825
软件gg?
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FANG 10銘柄週間値動き 【上位】 ●MU 4.6% ●GOOGL -1.5% ●NFLX -1.6% 【下位】 ●MSFT -5.7% ●PLTR -5.7% ●AAPL -5.7% 平均騰落率:-3.1%
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Replying to @GergelyOrosz
I'm surprised you see it that way. OAI and A use cloud products of GOOG, AMZN and MSFT to deliver services. It will take some time before both OAI and A build out and start fully utilising internal cloud.
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Akihiro Mori retweeted
MSFT株は調整を経て412ドルの節目で底固めの動き。移動平均線が収束し、エネルギーを蓄える局面にあります。ここを支持線として強気トレンドへ回帰できるかが焦点です。
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Replying to @ArtofSpecuycky
老师 有空也讲讲软件股呀什么igv now crm pltr msft这些之类的🫡
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Emmanuel – Big Tech & AI Investor retweeted
🤖 ARTIFICIAL INTELLIGENCE The backbone of the AI economy 👇 🟢 $GOOGL — Alphabet 🟢 $AMZN — Amazon 🟢 $MSFT — Microsoft 🟢 $META — Meta Platforms These companies increasingly control: ☁️ cloud infrastructure 🧠 AI models 📊 data ecosystems 📱 distribution platforms. The AI race is no longer just about building models — it’s about: 🌍 owning the ecosystem.
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Replying to @aincomeinvestor
Bro the amount of btc id be sitting on and shorting and longing at different times The amount of $TSLA $AAPL $NVDA $SNDK $MSFT I’d own The 401k and Roth IRA I’d have started when I was 18 on the dot At least 1m but we will get there pretty soon
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My total income for the 2nd week of June Dividend from $MSFT $78.22 $VMFXX (MMF) $208.87 = $287.09 Profit from $WCN $116.33 Total income = $325.20 🤑 Did you get any income?
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Emmanuel – Big Tech & AI Investor retweeted
Hyperscalers $MSFT $GOOGL $AMZN $ORCL Robotics / Power $IREN $TSLA $OKLO $GEV Semiconductors / Hardware $CRWV (CoreWeave) $NVDA $AMD $TSM $AVGO $MU $NBIS (Nebius) Cybersecurity $PANW $CRWD $ZS Software $PLTR $MDB $NOW $SNOW $INOD $CRM $IBM $PEGA $SOUN Consumer Internet $SHOP $BABA $AAPL $META $BIDU $RBLX
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Replying to @HZC90529438
I prefer $MSFT as I like the products more
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#xauusd #gold #crypto The market never sleeps — and neither does the opportunity. I’m a futures trader dropping my personal high-probability setups with exact entries and exits for free. t.me/ iRhU3aoXli0wMGYy $MSFT $WAVES 2q3v2f
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Replying to @HLGaming
I prefer $MSFT too
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#xauusd #gold #crypto The market never sleeps — and neither does the opportunity. I’m a futures trader dropping my personal high-probability setups with exact entries and exits for free. t.me/ iRhU3aoXli0wMGYy $MSFT $LPTH 3r7y8v
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