Neo Capital

@MsVeilMoney so frustrating. so angry.

Hey... so I'm looking at $MSFT and I'm honestly just so confused right now. I thought AI was supposed to make this stock shoot straight to the moon? Instead, it feels like the stock is just stuck in the mud or even dropping. Every time I check my portfolio, the returns are basically non-existent lately. Am I missing something big here? Are they spending too much money on these AI data centres, or is competition catching up? I also heard something vague about a lawsuit, but I don't really get it. Can someone please break this down for me in simple terms? Should I be worried about my money, or is this just a temporary bump in the road?

@satyanadella please do something about the stock price.

New Azure milestone. The fastest time to train yet at the largest reported scale for this leading AI training benchmark. A great example of what is possible when we bring together full-stack innovation across silicon, systems, networking, and software, along with our deep partnership with @nvidia, to advance the frontier of AI infra. techcommunity.microsoft.com/blog/AzureHigh…

@McBullish give us one sentence summary. we got no time.

@Junaxst No, Claude :) my ideas but summarised with ai. How do you use ai?

1/ Ser många (framförallt i USA) som snackar om hur billigt $MSFT är just nu. P/E runt 24, under det historiska snittet, ungefär som marknaden i stort. Aktien under 400 dollar igen. Känns billigt va? Grejen är att P/E är fel siffra att titta på här. 🧵 (äger aktien själv)

$MSFT down for no reason or whatever reason is ok. But going down on a day like this is NOT ok.

@Mayhem4Markets U r thinking too much. Let the ceo do the thinking. U do the waiting.

$MSFT may hint at cutting AI CapEx again as their stock has lost nearly 1/5th of its value YTD. Investors are increasingly concerned about: > High AI spend > Lack of results > Increasing competitive pressure

@zerohedge because it's no longer commodity

*APPLE TO RAISE PRICES DUE TO MEMORY CHIP CRUNCH: WSJ *COOK: NEVER SEEN COMMODITY PRICE SWING LIKE PAST 6 MONTHS: WSJ

@hangul 18명

오늘 미장 막판에 급락한 이유 1. 예상대로 금리는 동결됐지만 연준위원 19명 중에 9명이 올해 안에 금리를 올리자고 하고, 특히 그중 6명은 두 번 올리자고 주장했음. 트럼프가 금리 내리라고 그렇게 압박하고 있지만 씨도 안먹힘. 금리상승 가능성이 올라가고 달러 강세가 기대됨 2. 신임 연준의장 케빈 와시가 앞으로 6개월간은 과거에 하던대로 연준위원 18명이 표시한 점도표를 발표하지만 내년부터는 컨퍼런스도 하지 않고 점도표 발표도 없이 완전 새로운 방법으로 금리를 결정하겠다고 함. 시장이 가장 싫어하는 불확실성이 증가함. * 그 결과 여러가지 지수 모두 폭락

@JPATrades yeah, freak the fuck out and sell everything you got.

$MSFT put buyer’s position up over $20,000,000 a week later Insane

$MSFT only reason why I am holding this POS is because of OpenAI.

@Mr_Derivatives agreed

Bought more $MSFT here. Just getting silly.

this is worse than Powell. What did Trump just do?

@TradexWhisperer @grok what is your expectations, may i ask? looking for some wisdom

@Junaxst @grok Got it. That's sound. I am not some kind of deity so I wouldn't know how the future would unfold. Past is past. Future is future.

$MU 9x. $INTC 48x. $MRVL 78x. $ARM 134x. One of these companies is sold out through 2026 and likely 2027, generating record margins, and supplying the most critical component in AI infrastructure, the Cognitive Capacity Layer. It is the cheapest one on the list.

@TradexWhisperer @grok it might go down after the next ER since MU is up so much already.

@Junaxst @grok Huh?.... so you think it's going go down next week ER? Past data:. "Out of the last 6 earnings reports (through March 2026), MU dropped after earnings (next-day close vs. prior close) 3 times, gained 2 times, and was flat once."

@TradexWhisperer @grok then should we sell before the ER?

@Junaxst @grok MU is notorious for tanking after earnings or flat. I think 6/8. Only 2 times up. I did put together a table.... let me see....

@TradexWhisperer @grok are you sarcastic or real? i can't tell. MU was down half the time after ER in the past 8 quarters.

@Junaxst @grok MU is notorious for tanking after solid earnings. So it’s likely. 😅 I can't argue with that.

@RockyTSTH that's a hedge

🚨 $MU MASSIVE BEARISH BET 🚨 A whale just placed a $21.2M bet on Micron downside. 🐋 Contract: $MU $900 Put 📅 Expiration: June 26, 2026 (10 DTE) 💰 Premium: $21.23M 📊 Volume: 7,311 📈 Open Interest: 3,909 🎯 OTM: 13% Notable observations: 🔴 Over 84% of volume hit the ask, signaling aggressive put buying. 🔴 Position size exceeds existing open interest, suggesting a new bearish bet. 🔴 Premium continued rising throughout the session, finishing near highs. 🔴 One of the largest bearish semiconductor options trades on today's tape.

@TradexWhisperer @grok after MU earnings (good numbers), ppl stocks will still go down as the good numbers were expected already and there isn't much catalysts after ER. Ur thoughts?

@Junaxst ChatGPT and Claude isn't good for day to day, hour-to-hour dynamically changing stuff. Ask grok. Grok is better for current events. @grok tell this guy if these numbers are broadly accurate.

@Polymarket another way of delaying. it's not happening.

JUST IN: Pakistan announces a U.S.-Iran peace deal has been reached, with official signing set for June 19 in Switzerland.