MSFT Microsoft Corp

$MSFT $GOOG $APLD Elon spent Sunday night talking about guppies. Tomorrow we hear from the whales. Microsoft buys capacity from a good chunk of the neoclouds he was warning about, Nebius and IREN included, and Google backstops billions of Fluidstack's lease obligations at Cipher and TeraWulf. What those two say about capacity tomorrow night lands directly on the companies supplying it. Two other things come first, power and money, and this group lives on both. GE Vernova reports before the open, and it makes the gas turbines a lot of the buildout is waiting on. It ended June with 116 gigawatts of backlog and reserved slots, and the longer that queue gets, the more capacity that already has power is worth. The Fed follows in the afternoon with a hold priced in and the argument already moved to December. This group has traded on the cost of money all summer, so I'll be listening to that press conference as closely as the calls. Microsoft guided Azure to about 45 percent growth in constant currency and keeps saying demand is ahead of capacity. It also has about $329 billion in leases that haven't started yet, mostly for data centers, which is a lot of somebody's future rent. Read its capex number twice before anyone sells a landlord over it. This year Microsoft stretched the useful life of its data centers from 15 years to 25, which means more new leases get booked as operating leases, outside reported capex. The rent is still owed, and a company that decides its buildings last twenty-five years is making my case for me. Google's numbers got a preview on Monday. Anthropic's S-1 showed at least $114.5 billion committed to Google through 2033, owed whether it uses the capacity or not, and it's nice when the customer files the receipts before the vendor reports. Tomorrow Cloud is expected to grow more than 90 percent off a backlog that stood at $514 billion in June, and any hint at 2027 spending is a bonus. A few of the whales are already in this group's buildings without their names on the press release. Galaxy said today the workloads running at Helios come from a "large multitrillion-dollar investment grade hyperscaler" by way of CoreWeave, and Applied has an unnamed investment grade hyperscaler of its own at Harwood. Two of the likely suspects report tomorrow night and the third on Thursday. I don't expect any of them to raise a hand.

$MSFT Microsoft is laying off about 60,000 and it is not because they are growing. Sure, AI will obviously replace some workers, but in reality, Microsoft is slashing budget to make profit. This is not organic growth. Don't listen to what they say, pay attention to what they do. $DIA $SPY $QQQ $MAGS

$MSFT nothing says strong economy then asking 60,000 to take the pink slip. And this on top of previous lay offs

$MSFT $QQQ $SPY Will this be a common theme moving forward as we get closer to a white-collar recession? Microsoft offers buyouts to ~60K workers, including VPs, in new cost-cutting push. Microsoft has shed tens of thousands of workers through multiple rounds of layoffs in recent years. Microsoft shares closed 2% higher following the announcement.

AI Death? LOL Just cause you are shorting Neoclouds, entire AI will die? That means, all hyperscalers that made big investments are all going to collapse when the AI market is supposed to explode from $540B in 2026 to a whopping $3,500B in 2033? What a silly old man. $MSFT $GOOGL $MSFT $SPCX $META

A $MSFT beat will send $ORCL to the stratosphere. LOAD THE HELL UP AT THIS BOTTOM YOU PUSSIES!

Every year these is one garbage Mag 7, last year it was $MSFT this year it’s $GOOGL … Fucking Sundar..

$MSFT $GOOG $AMD which earnings call to listen to live and which one to listen to in memorex? Hmmmmm

$MSFT told my 10 yr old daughter to buy stocks or crypto with her weekly allowance and she bought Microsoft

$MSFT Layoffcroslop sounds like Microsoft's new rebranding after firing half the company to fund another AI chatbot.

$MSFT More of the same. Reducing workforce to pay for AI. AI is not replacing workers. Its the hyperscalers need to subsidize AI usage to keep growth going. This will backfire unless AI can actually replace knowledge work.

Wow, ~25% of $MSFT employees are given voluntary resignation option with financial package. The average total compensation is ~$190K per year, and when multiplied by 60,000 employees results in ~$11.4B savings per year. And there is more potential savings from reduced office space as well. I’m guessing the part of the reason is from AI productivity gain and another part is to lower the operation cost so that the profit margin doesn’t erode with mega capex investments. With code generators like Claude, Codex, GitHub Copilot, etc., you definitely do not need as many product development team members such as developers, UI/UX designers, architects, both manual and automation testers, business analysts, scrum masters, product owners, etc. $GOOGL $AMZN $META $SPCX

$MSFT the 60k+ layoff seems to be because they know DOJ is coming to scrutiny all the employee records h1 frauds, education frauds, exp frauds, DEI frauds. This is the purge ... $SPY $AMZN $META $AAPL

For those mapping out positioning for the next two weeks, here's the AI & Big Tech earnings gauntlet: Week 1 (Oct 26): • Mon: CDNS, RMBS, AMKR • Tue: STX, NXPI, BA, HOOD • Wed: MSFT, GOOGL (Hyperscaler Capex), KLAC, VRT • Thu: AMZN (AWS), INTC, SNDK, LLY • Fri: XOM, CVX Week 2 (Nov 02): • Mon: PLTR, ON • Tue: AMD (GPU Catalyst), ANET, SHOP • Wed: ARM, QCOM, DDOG • Thu: NET, LITE With memory and neoclouds under pressure, hyperscaler forward guidance and infrastructure spend will dictate the broader tape. Trade 'em well... and stay safe out there. Data source: Finviz $MSFT $GOOGL $AMZN $PLTR $AMD

Finally one of the hyperscalers is outperforming SPY YTD, and that's ■ $MSFT with +12.61% gain ■ SPY +12.03% ■ $AMZN +9.97% ■ $SPCX +8.81% ■ $GOOGL +.52% ■ $META -3.05% ■ ORCL -35.58%

$MSFT Microsoft is offering 39 weeks of salary, the 2 next stock vests and 6 months of cobra to up to 60.000 employees (~27% of their total workforce) in a effort to reduce expenses after AI productivity gains.

$MSFT is it just me or are the lay offs seem to be escalating... Microsoft To Offer Buyouts To 60,000 Workers In Latest Cost Cut Microsoft is offering voluntary buyouts to about 60,000 employees as it moves spending toward AI.

🚨 TRADE ALERT 🚨 💎 $MSFT 532.5C | 0DTE 📈 Setup looking good for a potential upside move. 🛑 SL in place — manage risk accordingly. ⚠️ Let price confirm the move. No chasing, no forcing. 🎯

$MSFT I estimate max 12000 will accept offer. The previous voluntary Retirement Program offered to roughly 8,750 age-and-tenure-eligible workers. More than 30% accepted that offer. If the current broad buyout hit that same rate, it would mean 20,000 departures. A company spokesperson explicitly stated that Microsoft expects a significantly lower acceptance rate for this latest round compared to the 30% retirement buyout. This is because the retirement package targeted older employees already considering an exit, whereas this package targets a much wider pool of younger, mid-career professionals

$MSFT 60,000 lucky SOBs, will walk away with couple of years worth salaries most companies just kick you off to the nearest curb and throw couple of penned on your face.