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Taking this down in 24 hours.
@realDonaldTrump@SecRubio just walk away from Middle East now , destroying infrastructure will make things far worst in Middle East $200 oil and recession , this will be ur legacy and democrats will own house and senate , far majority of Americans are already against this war
@realDonaldTrump@GOP@SecScottBessent@JDVance US investors have lost trillions in stock market wealth , high oil prices , uncertainly , per Goldman 50% chance of recession for what ?? No American cares about Iran , u all got elected to for Americans well-being,economy no war
@CNBC@satyanadella $msft needs to be replaced or resign ; you can’t go from AI leader in 2023 with copilot , GenAI to biggest loser in 2026 in Agentic AI, wiping out $1.5T worth of market cap .. despite having strong balance sheet Microsoft lacks execution , R&D hasn’t produced
@satyanadella $msft cut capex in half , reduce headcount and buy back your stock , $msft has never underperformed this to market and peers since 2008 . Else you need to give way to new leadership ,, how come you screw AI execution given 2023 you had big advantage
@realDonaldTrump@SecScottBessent@gop you have made big mess ; Americans are getting hit big time because of this war , nobody wanted ; crashing stocks ; high oil prices; inflation ; business uncertainty; we voted u on immigration and economy ; second one you screwed us
@satyanadella $msft
Just resign and make room for new leadership .. where is Microsoft board ?? Stock has done nothing for last 3 years , lost the AI leadership , copilot sucks and so on
@satyanadella $msft does this POS ever go up ?? 30% down and no shake in MicroSoft leadership; zero accountability in copilot , that has been disaster ; $googl has kicked ur a**
@ajassy $amzn who would invest in Amazon ever? 5 years almost no returns , CD would have better returns with zero risk , the company doesn’t work for shareholders , horrible captial allocation ,just issues RSU, fire employees , negative cash flows , no dividend!!
@Schuldensuehner $msft @satyanadella sleeping at wheel , while company underperforming s&p , nasdaq , even its peers , despite having first mover advantage , put all bets on Scam Altman @sama .. infra will become Obsolete , no demand , recession anything can go wrong $aapl $googl winners
OOPS! #Microsoft is now almost 30% below its highs. Over the past 10+ years, the only larger drawdown was in 2022. The stock has also given up all of its relative outperformance versus the S&P 500 since November 2022, when ChatGPT was launched. (via Goldman)
@satyanadella When Dow hits 50000 today , your $msft stock hit multi year low , despite AAA balance sheet and good most , it’s lack of execution or bad leadership , or may be both
Just reported our quarterly results.
We are still in the beginning phases of AI diffusion and its broad GDP impact, and already we’ve built an AI business that is larger than some of our biggest franchises that took decades to build.
Our quarterly cloud revenue crossed $50 billion for the first time. What’s striking is it was less than 10 years ago that our annual cloud revenue was $10 billion! (That is what expanding TAM + good execution looks like)
A few other highlights from across the stack:
$msft @satyanadella market is showing middle finger to Microsoft , may be time for change in leadership , 2 year low , .5 yr underperformance to $spy $qqq this despite spending billions in AI , $googl spending has positive ,, no support from Microsoft to defend stock , pathetic
@satyanadella $msft has underperformed S&P for past 5 years , despite all the hype for copilot , AI , clearly shows u and ur team lack execution , time for change
@jimcramer Yes , i have build apps both with Anthropic Claude , open ai codex ,it can’t replace certain enterprise software , it about data and ecosystem , for
Ex can’t run manufacturing for Pharma, requires FDA compliant systems on custom apps , need SAP , Microsoft Dynamics etc
@sama@satyanadella $msft $orcl any company that partnership with Open AI had been literally screwed , worst performing stocks despite first mover , your model sucks , most folks are moving to $googl Gemini
We love working with NVIDIA and they make the best AI chips in the world. We hope to be a gigantic customer for a very long time.
I don't get where all this insanity is coming from.
@satyanadella $msft where is Microsoft board ? Time for CEO replacement , may be new CFO as well ,
You need to work for your shareholders not personal
Gains ,,