MSFTMicrosoft Corporation

$MSFT just dropped a really strong quarter. Revenue came in at $82.9B, up 18% year over year, with solid growth across the board. Earnings and operating income also grew over 20%, which is pretty impressive at this scale. Honestly, it just feels like Microsoft keeps executing consistently, especially with cloud and AI still driving momentum. Hard to ignore this kind of steady performance right now.

$MSFT Azure is growing around 20% while overall revenue is near 15%. It is not crazy fast, but looks very consistent. Definitely gonna add some shares to my portfolio

$ACN rolling out $MSFT Copilot to 743k employees feels like a big win for adoption, especially with only 3% of 365 users paying so far. Also interesting they’re leaning into Anthropic alongside OpenAI. Stock’s been weak lately though do you think this actually moves the needle long term?

Trump knows damn well there's a ton of heavy hitting earnings dropping this week and he wants them to land clean. Big tech is on deck with names like $MSFT , $AMZN, $META, and $GOOGL all reporting, and the market's been waiting on these numbers to set the tone for the rest of earnings season.

If the guidance comes in solid and they beat expectations, we could see some real momentum. But the numbers need room to breathe. The last thing these reports need is the constant drag from the Iran situation hanging over everything. Geopolitical noise like that creates uncertainty around energy costs, supply chains, and overall risk appetite.

Trump's been pushing to dial that down, and it makes sense. Positive earnings plus no major headwinds from the Middle East would give the market some strong tailwinds for a change. Right now it feels like the Iran stuff is just background static for a lot of traders, but clear progress there would remove a real overhang.

We'll see how it plays out. Earnings will tell the real story either way

$NVDA up 260% YoY revenue. $MSFT, $GOOG, $META all increasing capex on Al infrastructure. Every earnings call mentions "Al integration" and the market rewards it.

The bull case: this is real infrastructure spending. Enterprises are adopting at unprecedented speed. Data center demand is measurable, not speculative.

The bear case: Cisco 2000. Right thesis, wrong valuation.

Music stops, bagholders emerge.

Curious where people see the inflection point. Are we pricing in 5 years of growth or is there still runway? What's your Al exposure looking like - direct plays like $NVDA or picks-and-shovels approach?

How do we feel about pure play Quantum Computing stocks (or close to pure play) for a 4+ year or longer time horizon? I realize they'll be highly volatile. But wondering if any look good to buy now then (try to) forget about it. What's a good approach? Buy a basket of them and DCA over time or focus on one (or at most two)?
$IONQ and $RGTI seem to be the most talked about or trusted candidates right now. They may be the only ones with revenue. Hoping to learn more about those two.
Sometimes I'll see $GOOG, $IBM, and $MSFT as Quantum Computing picks but obviously those aren't pure play stocks and are unlikely to become 10 baggers.

Every time Jerome Powell has spoken the past two years, stocks took a major noise dive. I don't see this time being any different, given how everything this up so much but we seam on the verge of a huge correction again, given the situation all over the world now with oil price and inflation.

I do believe in the companies reporting right after he speaks is the problem. Major players give their earnings reports an hour after he ruins expectations for everyone on the current market. He never says anything uplifting and promising, and given this is his last, I don't see him doing anything different. He can stumble over a simpler drive through order and only see him ruining Wednesday and however long afterwards until it all comes back up.

What are y'all's thoughts? I know several reporting Wednesday after his speaks are already at all time highs so good to take some profit anyway as a lot will do anyway, causing a pullback, but some haven't gone up near what I think they should be at, such as $AMZN  and $MSFT, which I would hate to get out of those call options for them to finally spike like I have been hoping.

it is great to see the tech rally picking up speed as we head into december. i am curious if you think the new ai features will keep $MSFT moving higher or if the market has already priced in the cloud growth.

$MSFT seems to be adding AI into everything lately. It sounds exciting, but I’m wondering how long it will take before this actually shows in their earnings in a big way.