$MSFT

How his view evolved

Every substantive take he's posted on $MSFT, newest first — each labelled with the stance he expressed at the time.

1. May 30, 2026Bullish

   Hot take: Given $MSFT laptops/PCs are now likely using $NVDA hardware. They might have a shot of taking down $AAPL. Only if Windows OS UI weren’t a flaming pile of garbage compared to how clean Apple OS is. You would think a $3T company would know better UI design by now? https://t.co/OvysxCN21i

   View on X →
2. Apr 8, 2026Bullishconviction 3/4

   Samsung, SK Hynix both back close to ATHs with $EWY following suit. Buying back some names that crashed from macro like $MSFT (-21%), $RDDT(-36%), or $HOOD (-31%)… Or others like $ETH or $IBIT here might not be the worst idea. Especially as rate cut odds (2-3) spiked on https://t.co/GkUVAtpZSU https://t.co/lE9fZMyf2O

   View on X →
3. Apr 3, 2026Bullish

   I got cited by Bezinga today after I made fun of Jim Cramer. They included my quote: “Thanks for saving $MSFT Jim”. But in the title they called me a Meme Trader… I didn’t know all my longs in AI supply chain bottlenecks from $AXTI to $LITE were memes? Always appreciate the https://t.co/rtxpjH45Lz

   View on X →
4. Mar 24, 2026Bullishconviction 3/4

   @TheVantaBlack Not yet, but leaps on $MSFT, especially with OpenAI liquidity unlock feels more compelling here? Same with $META with blowout earnings, delaying Avocado launch doesn’t materially change earnings much short term since they sell ads but does impact optics.

   View on X →
5. Mar 24, 2026Bullish

   Feel like Mag7 selloff from $META at $593 to $MSFT at $373… Has gone a bit too far? At this point, risk/reward feels on hyperscaler spend vs. ROI vs. macro climates, feels compelling. And we should see capital rotations back into the American tech sector soon. https://t.co/KBCi7gMfGT

   View on X →
6. Oct 4, 2025Bullish

   @abolishprenups The best thing you can do is ignore the narrative (eg. like buying Reddit off the stupid narrative they're getting cited less, like it's immaterial). $AMZN will just do fine and it's one of the laggards from all other Mag7, -.32% YTD. It's like how $MSFT isn't under threat

   View on X →