Missionaut

@FinanceLancelot USG failed here. Microsoft singlehandedly killed the AI trade within a month. Market will crash. Capex spend is about to be cut the moment USG restrictions of Chinese models start. It’s over boys. Microsoft isn’t gunna let someone take their business DeepSeek moment v2

In a major blow to Sam Altman, Microsoft plans to move $MSFT Copilot to usage-based pricing with open-source AI model DeepSeek instead of OpenAI due to costs

@StockSavvyShay That’s what you get. You make them commit to invest in the Us.. then the money builds out the data canters and foundries. But @realDonaldTrump forgot to protect the people who were supposed to win. The mag7 Americans savings. Most of them have been in a bear market for 6 months

$MSFT is reportedly moving Copilot Cowork to usage-based pricing and preparing a lower-cost enterprise AI model hosted by Microsoft. The cheaper DeepSeek-powered option could arrive in the coming weeks as Microsoft looks to make enterprise AI more flexible and cost efficient.

@juliarturc The answer is Anthropic is losing money. OpenAI is losing money. Models will be distilled. subsidizing a generalized frontier model that will eat the world only to be distilled later while all your IP was eating by it. Nahhh. He is right. Captain of it now

Sounds wholesome but what exactly does it mean in practice? How is Microsoft going to prevent the monopolistic future that Satya condemns? Are they going to open source models? Are they going to invest in a plethora of LLM labs?… Or is this thought piece just riding the anti-Anthropic wave for some Good Samaritan marketing? Also, would Microsoft have the same position had they not missed the LLM boat? They were quite comfortable with an operating system monopoly, why are LLMs any different?

@RiverKhan Brain dead take. You’re acting like Anthropic and OpenAi are profitable lmfaooooo. God damn people are actually retarded. It’s over for them. They are going to have to switch to usage billing for a generalized model and get undercut by distilled versions. Actual smooth brain.

alright, in non-politico speak what satya is saying is: - we're (microsoft) are not gonna build a opus, or even a fable level model anytime soon - but we probably will have a few more small models that work for key industries that businesses can use - them models aren't what makes AI magic, it's the workflows, we (microsoft) will sell our customers the stack (because we're unlikely going to have a competitive model anytime soon) rip microsoft investors

@RyeNotBerben @Nexuist It is the most bullish statement since investing in OpenAI. $550+ locked.

@Nexuist Idk what he’s getting at, but It’s not bullish $msft

Sign of the times to read this in an official statement from Microsoft

@Jake__Wujastyk Gunna absolutely catch a bid. Satya let the secret out the bag. Orchestration layer and with ai procurement is the value. They have the ecosystem. So do other SaaS companies. Watch. MSFT Google and Amazon this week. They are about to catch unbelievable bids.

$MSFT #MSFT The MACD is showing some signs that this unbelievable 9-day downside move is nearing an end, at least in the short-term. A move to the VWAP anchored from the June 2nd gap down is currently at $413.63 and a potential upside target this coming week IF it can catch a bid.

@The_RockTrading V shape recovery. Satya literally got us completely rerated. We’re the captain now. SaaS trade back in our favor. Capex justified. Iran war offer. Shabang

Somehow $MSFT will be red tomorrow.

@Dwayne75 @pdicarlotrader You’re not getting that having the models isn’t gunna be the business. Leave the model makers to make intelligence. They even have 27% of OpenAi and MAI. Leave the someone like Microsoft to fulfill the procurement layer of ai. That layer is the ai operating system.

@pdicarlotrader No Ai story, they are just a datacenter provider in that arena.

Market ripped today but $MSFT still couldn’t catch a break. My system still has it in a bear cycle and I even broke my own rules on this one. In the video I walk through the chart, the mistake, and what I’m watching now.

@Glitch_Trades Everyone tried to be smart and rotate from Microsoft to meta. They shoulda just stayed with Microsoft haha

WTF WHY IS $META CRASHING

@usxrerr0r @jtsla4 Will Microsoft pull a market then? Please I need.

@jtsla4 Market’s gonna pull a Microsoft lmao

Everyone bullish for Tuesday, this means only one thing

@Amarillo_Slim1 @MartinShkreli My assumption is: oh OpenClaw. It’s an agent. People buy a Mac mini for it. 1:1. I agree, it’s partially a lie.

This CPU:GPU ratio going from 4:1 to 1:1 is literally a made up narrative.

What do you think of this space Scapelike #MMORPG? Discord: discord.gg/5ksn5TuvKg

@XStreetCapital Hurts so bad

@Tsla2k It’s an obvious win in my opinion. Too much solid news confirmed today at Barclays and from tech reviews on B580. Would have been nice to get in this morning or yesterday, but it’s clear it’s only up from here.

@mumumelon3 @SKundojjala Not at all, but it does sound very good for Intel products and our brand.

@SKundojjala This doesn't sound like a vote of confidence for Intel foundry.

Intel's product chief says the company is ready to outsource data center business to Intel if needed (at Barclays conference). ''I need to build world class products that my customers are excited about and they want to buy. And if that means landing something on our data center roadmap on TSMC, I'll do it.'' (live transcript from Quartr)

@PGelsinger I’m doing it Pat. I’ve lasted 11 hours and 30 minutes. My losses have halved. My stomach is growling. Does coffee count? Thank you 🙏 Go Intel!

For all who are joining me today in prayer and fasting for Intel and its 100K employees, their families and communities - thank you.

Every Thursday I do a 24 hour prayer and fasting day . This week I'd invite you to join me in praying and fasting for the 100K Intel employees as they navigate this difficult period. Intel and its team is of seminal importance to the future of the industry and US.

@PGelsinger My fucking man Pat. Working for your bags even after you’re gone! Thank you for everything!!

Congratulations to Eric Meurice and Steve Sanghi on joining Intel’s board of directors. With decades of technical expertise, executive leadership, and strategic discipline, they are well-positioned to contribute to the company’s success. Excited to see the impact they’ll have on Intel and its shareholders. #gs.ig79eg" target="_blank" rel="nofollow noopener">intel.com/content/www/us…

@itswooch I believe this is for $INTC 2006 is the last time Intel was at this price. Computer. Time emphasized the date.

What’s your theory?

@TheRoaringKitty Intel computer!?

@prosperousguy @OptionsJohnny Here is my calls lol.

@OptionsJohnny Sure, take this $19.75 stock named $INTC and short it or buy puts as (you said) It will EASILY fall to $13 SO? Where is your screen shoot of your short or puts that you bought? I mean you said it will "easily" fall to $13

With this look, $INTC is easily a $13 stock