Not Another Quant
15.7K posts

Not Another Quant
@notanotherquant
Paul | Bitcoin & Macro | Charts, Data & Insights | NFA
Canada Katılım Kasım 2025
555 Takip Edilen1.2K Takipçiler

@MatthewSpositi I’m tempted but haven’t really jumped in. I’m light in semis and want more lol. Rather do that I think.
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@Brownmoose Maybe I should blast “the top”. But my bitcoin lump sum into this lol
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@notanotherquant It keep going up endless.
I mean it’s now trading at 100% up from my first tweet and we still just admiring it going up sidelined lol
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Azure +40% and Intelligent Cloud both beat expectations. $MSFT is holding up despite FCF dropping $4.5B and capex hitting $31B.
People are ignoring the cash burn for now.
The depreciation wave from this capex cycle is just starting to land in earnings.
Microsoft depreciates GPU clusters on a 6-year schedule. In practice these chips are often obsoleted faster by the next generation.
Cost of revenue in Intelligent Cloud rose 47% on 30% revenue growth. Cloud margin was 66% in Q3, with guidance at 64% for Q4.
That drop is the depreciation from the capex cycle showing up in the margin.
Azure demand isn't the question.
The question is whether revenue growth stays ahead of the depreciation as more capex comes online.
Most assume a normal cycle. Capex intensity is still rising, so the depreciation load builds further than the Street is positioned for.
If the margin low is in FY27, the setup people are trading is early.
Are you long $MSFT here or waiting for the earnings pressure to ease?

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@Neni536975 🤣🤣🤣 Snooze mode until it hits a new ATH eh? Love it ahah
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@notanotherquant I´m completely out of BTC… wake me up when we hit 120k 😂
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bitcoin:native continues pushing toward ~$80K with tactical momentum rebuilding, but structural weakness and overhead resistance are still capping it.
Tactical side improving:
- OI recovering on 4h/24h
- 15min Net Longs surging
-Strong 24h volume with spot participation
Capping factors:
-Funding more negative again
-Coinbase Premium dynamic and choppy (oscillating between positive spikes and negative)
-Heavy sell walls + large sells into strength overhead (~$79.5K–$80.5K)
-Apparent Demand still predominantly negative
Framework reads moderate tactical right now (Price UP + Delta UP choppy + OI UP recovering). Initiative buying trying to regain control.
This is a live tactical vs structural tension. Better tactical quality than recent attempts but needs fresh spot confirmation and a clean hold above $80.5K to gain real conviction.
How are you feeling about the repeated attempts around $80k? Think we can push through and hold?


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@TrackNetWorth Lots of other great companies! And $MSFT can be frustrating lol
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@notanotherquant I sold it after it went sideways to lower for 2 months. Not looking back :)
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@TrackNetWorth Still could go lower after that which is probably max pain. But nothing is guaranteed on mkt probabilities lol.
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@notanotherquant If it holds and moves up it will be back to the drawing board for me :)
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2PM VIBES + STOCKS 😅😅
$JLHL $RDGT $AWRE $XAIR $TNMG $UK $FCHL $ATPC $ATER $DARE $HCAI $IPST $RAYA $UPLD
LETS HAVE A DAYYYYY
$CRCL +19%
$IREN +10%
$NBIS +13%
$BB +5%
$MARA
$BILL
$TON
$NXXT
$MSFT
$AMD
$MU
$VOO
WATCH FOR UNUSUAL VOLUME
FIND LOW FLOATS
LETS GOOOO X FAM
MORE 500% RUNNERS TO COME $SKK



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📣 DAILY CRYPTO UPDATE 📣
📅 5 May
📈 Bitcoin price - $79,902.61 ⬆️
➡️ Change over 24 hours - 1.13% 🟢
✅ $BTC Market Dominance - 60.61%
✅ $ETH Market Dominance - 10.74%
↕️ #Altcoin Season Index - 35 Neutral
↔️ Fear & Greed Index - 47 Neutral
❗️Volatility is normal
❗️Understand #altcoin cycles
❗️Study #Bitcoin 🚀
#markets #trading #investing #HODL #BuyTheDip #BitcoinReserve #Web3

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@notanotherquant The one where he loses all the money he made in 2008? Lol
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$PLTR DOUBLE BEAT
EPS: $0.33 vs $0.28 est
REV: $1.633B vs $1.539B est
CEO Karp: "I'm planning to grow 100% next year."
Burry:
GIF
AlphaOwlTrading@AlphaOwlTrading
$PLTR earnings tomorrow… Does Burry take another L???
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@LivXfun Would you ever rock that type of hair style? 🤔😁
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