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$MSFT — What Nobody Else Has
Every hyperscaler has cloud. Every hyperscaler has AI.
Only one has the keys to the enterprise.
Here's what $MSFT does that nobody else can replicate: 🧵
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FlowStateOfMind
1.7K posts
FlowStateOfMind
@FIowStateofMind
FlowState Trend • Value • Momentum EMA Cloud + RSI LEAPs | CSPs ₿ | BTC.
Miami, Fl Katılım Mart 2011
1.3K Takip Edilen270 Takipçiler
A stock being down 60% is not a reason to buy.
It is a reason to start asking better questions.
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HOT TAKE:
Index funds are great if you already have wealth
But if you’re still building it, a 6% annual return isn’t going to change your life
When you’re young, the real opportunity is finding the stocks that 10x
That’s how wealth actually gets made
Agree or disagree?
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@MarkOftheBEAS14 Bitcoin monetized energy.
AI is monetizing compute.
Different networks.
Same truth:
Power becomes value.
$MARA
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The $MARA thesis is clear:
Bitcoin mining is the bridge business, while energy ownership and AI compute infrastructure become the long-term value driver.
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The setup into print will tell you more than the number.
No short-dated options into earnings. Never.
Watch the reaction candle.
That’s the real signal.
Discipline > frequency
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What actually matters:
-Blackwell ramp pace
-Data center revenue trajectory
-Hyperscaler capex commentary
-Any margin compression signals
Guidance > beat.
Always.
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$NVDA reports Wednesday after close.
This isn’t just a earnings event.
It’s a read on the entire AI infrastructure cycle. 🔥
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Flowstate — $MSFT (Weekly)
400 held this week
Stock finished the week strong
Holding above 200 EMA
Still below the cloud
This could be the week we reclaim it
FlowState:
Histogram turning up from negative
RSI ~30 → recovering from oversold
Key Levels:
433 = HVN pivot
400 = key support / HVN
Setup
Hold 400+ → continuation setup
Break >433 → strength returns
Above 433 → next major HVN is around 450
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$MSFT got lobbed in to the Saas is dead narrative while forgetting that they have one of the largest distribution nodes known to man... Windows.
Even if Co-Pilot is underwhelming, the tight integration with windows provides and layer of add on to $MSFT future growth prospects.
$MSFT will just do what MSFT does... Bundle bundle bundle...
Then theres Azure and stake in OpenAi... MAIA Chips due sometime this year...
AND a CEO with a proven track record... Satya Nadella.
Sam Badawi@Sam_Badawi
Bill Ackman's Pershing Square sold most of his $GOOGL $GOOG positions and added 20% more to $AMZN. And finally... he started a position in $MSFT. Clearly seeing some value.
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Bill Gates Gates Foundation fully exited its $MSFT position in Q1
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$MSFT called the 350/360 level months ago
That's where it bottomed. now watch what's next.
Price is now pushing into 428/430
This zone is everything right now. Those wicks tell you that they don't want it to go higher.
Here's why 👇
When a stock drops hard and barely any volume trades on the way down that's not real selling pressure.
Above 428/430? there's a massive gap zone with almost NO volume traded through it.
Gaps + no volume = price moves fast to fill
This is not a prediction. This is structure.
Watch how price reacts at 428/430. Acceptance or Rejection both tell you everything
Manpreet Kailon@preetkailon
$MSFT has returned to the only level that's mattered for 4 years. Every major move on this chart started here. That tells you this isn't retail activity this is inventory transfer between strong hands. So the real question is: Do institutions defend inventory here? Or do they let it go and reprice lower? Buyers defend and rebuild structure Or supply finally overwhelms and we reprice lower This is not where you predict. This is where you wait for acceptance/rejection and get paid.
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Bitcoin proved you could convert energy into money.
AI is proving you can convert energy into intelligence.
The real war isn’t about apps, models, or chips.
It’s about power
Proof-of-work was never waste it was energy transformed into scarcity.
Now AI infrastructure reveals the same truth: You cannot fake real compute.
Every model, every hyperscale data center, every inference layer ultimately resolves back to one thing energy converted into value.
The companies that control that conversion layer will define the next decade.
bitcoin:native $MARA
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FlowState — End of Week Recap | May 12–15
Hot inflation data dominated.
CPI 3.8%
PPI hottest since 2022
Yields higher
Oil > $100
Discipline > frequency.
Markets reward discipline.
Emotions pay tuition.
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JUST IN: Senator Elizabeth Warren says Clarity Act will blow up the economy
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I really don’t understand how you can look at the $MSFT chart and not be bullish.
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Top 3 crypto chains that could benefit most from the CLARITY Act not named BTC:
1. ethereum:native — stablecoins, DeFi, tokenization, staking, institutional settlement
2. solana:So11111111111111111111111111111111111111112 — payments, consumer apps, high-speed stablecoin rails
3. $XRP — regulatory re-rating, banking rails, cross-border settlement
bitcoin:native is still the king.
But CLARITY may matter most for the ecosystems that needed legal definition.
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CLARITY Act still needs:
• Senate committee approval
• Full Senate vote
• House/Senate reconciliation
• Presidential signature
But tomorrow matters.
If it advances, markets likely view it as a major step toward real crypto regulation.
Bullish names:
$COIN $HOOD $CRCL $MARA $MSTR
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FlowState Breakdown — $ORCL (Weekly)
• Price reclaimed back into the 20/50 EMA cloud after a prolonged momentum unwind
• FlowState histogram flipped back green → downside momentum fading, participation improving
• RSI still below 50, but curling higher from weak territory = early repair phase
• Major HVN sitting around 198–202 → this is the gate that matters
• Above that zone = thin volume overhead / “thin air” setup
• 200 EMA still trending higher underneath price → longer-term structure intact
This is not full expansion yet.
This is the transition phase:
compression → reclaim → acceptance attempt.
These are the types of dips LEAP traders reload on before momentum becomes obvious.
Watch the weekly close
$ORCL
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$MSFT weekly still looks more like post-rally compression than a broken chart.
After the sharp rebound a month ago, price is now coiling above the weekly 200 EMA instead of fully retracing the move.
The gamma setup aligns with the structure:
• 400 = major support / put wall
• 420 = call wall
• 433 = HVN “thin air” trigger
The longer price holds this range without breaking down, the more important the eventual expansion move becomes.
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