For $Microsoft(MSFT)$ , this looks like one of the cleaner bullish setups we've seen in a while. Deal news is driving sentiment, futures are cooperating, and the Nadella post gives it an extra push. A solid green open with some follow-through feels like the most likely outcome. Not financial advice — things can always shift with new headlines — but the tape right now looks friendly for a strong start to the week.

$Microsoft(MSFT)$ Microsoft, Google, and Amazon might need another rerating as soon as Monday. The capex seems justified. Compute availability and the ecosystem are where the real value is. What's the combined valuation of OpenAI and Anthropic? $1.8 trillion? Targets for Monday's rerating: Microsoft: $3.5T, $488/share. Google: $5T, $255/share. Amazon: $3.1T, $308/share.

$Alphabet(GOOG)$ We should close in the green today. Waymo Premier will solidify Google's already solid lead in robotaxis, and that's literally just a side business for them. Still criminally undervalued.

$Alphabet(GOOG)$ Already have a full position, but can't resist at these prices!

$Microsoft(MSFT)$  Sellers might regret it when the fake rate hike doesn't happen and they've given up their shares.

$Microsoft(MSFT)$ Money returning to cheap, safe quality like MSFT.

$IBM(IBM)$ IBM is down -17.34% from its 52-week high, and it has retraced to the 50% Fibonacci level. Looking ahead, the company has a clear roadmap for quantum computing. They anticipate releasing the error-corrected supercomputer "Starling" in 2029, with an even more performant system following in 2032. The U.S. Commerce Department is backing this with a $1B investment for IBM's quantum chip foundry. The CEO mentioned plans to invest over $10B in quantum computing over the next 5 years, focusing on fault-tolerant systems, Qiskit, manufacturing scale, and ecosystem partnerships. He said, "...we'll come and shock everybody three years from now... we have about 300 institutions, clients, governments who work with us deeply on quantum, so I thin

$Microsoft(MSFT)$ Is Microsoft spending too much on AI? The short answer is no, because their core business is practically printing money. Looking at their latest Q3 FY26 results, their financial health is elite: - **Core business strength:** Operating cash flow grew 26% to $46.7 billion, proving their everyday products are more profitable than ever. - **Self-funded AI race:** They spent $31.9 billion building out AI datacenters this quarter without needing to take on heavy debt. - **Zero debt worries:** They hold $78.3 billion in cash, easily out-bulking their $31.4 billion in long-term debt. - **Highly stable revenue:** Over 65% of their business is now predictable cloud subscriptions, giving them massive stability for the future.

$Microsoft(MSFT)$  It is the king... I guess it's an opportunity to buy. The support level was just tested.

$Alphabet(GOOG)$ If Google's AI chips come out and can compete with NVIDIA, I think the stock could double within weeks. And that might just be the beginning.

$Microsoft(MSFT)$ To me, signing off on a stock split before AI hits the next gear and giving the retail investor a path forward is the right thing to do. Most companies couldn't care less about retail investors like us.

$Microsoft(MSFT)$  BlackBerry feels like the new MSFT and ARM. Its QNX is the operating system for AI, robotics, and all vehicles. It's hitting new highs, yet the market cap is still only $5 billion.

$Microsoft(MSFT)$  If someone had told me earlier that the S&P and NASDAQ would reach their current levels, and then mentioned Microsoft's share price, I wouldn't have believed it. It's amazing how quickly the narrative can change.

$Microsoft(MSFT)$ MSFT is one of the most underappreciated stocks in the market. A big rally is coming, just like every season.

$Microsoft(MSFT)$ The best thing about MSFT is that if NVDA sells off after earnings as it usually does, MSFT will pop; and if NVDA goes up for once, the market will be up and so will MSFT. Safest play at the moment in my view. Can’t lose either way.

$Microsoft(MSFT)$ Microsoft's new quantum chip has the potential to lead in quantum computing and dominate that market. It has the lowest PE ratio among the Magnificent 7 and appears quite undervalued.

$Microsoft(MSFT)$ OpenAI's success could really push this stock higher, especially on a stronger market day. Plus, ServiceNow's upgrade shows that Wall Street is returning to selected software names.

$Microsoft(MSFT)$ Regardless of short-term moves, I like the path Microsoft is on. It's developing its own LLMs and its own chips. Azure is growing strongly. Copilot will be the key focus for now. Over time, I think this one will perform well, in my humble opinion.

$Microsoft(MSFT)$  Let's go. Microsoft is leading the market with token-based services and ensuring shareholders are paid. Leading again with 5.5 and expanding strategic partnerships... fire!

$Microsoft(MSFT)$  Has anyone tried copilot? It's pretty impressive, and with a Microsoft membership for their other tools, it's essentially free to use. In contrast, Claude and ChatGPT are quite limited and very expensive. Today's news from Anthropic is causing some drift, but in the long term, this is an incredible opportunity, especially if it can get back to 340-350.