GM traders — just re-entered a
MSFT short. The double top into resistance was a loud “sell” signal for me.
Fundamental backdrop is lining up too: several outlets citing Reuters/enterprise checks say Microsoft cut AI sales growth targets after reps missed quotas and customers were slower to adopt “AI agents.” That reads as near-term demand friction for parts of Copilot/agent monetization.
Even if Azure remains strong, this kind of headline is a sentiment hit — it suggests the AI revenue ramp may be bumpier than bulls were pricing in.
Fundamental backdrop is lining up too: several outlets citing Reuters/enterprise checks say Microsoft cut AI sales growth targets after reps missed quotas and customers were slower to adopt “AI agents.” That reads as near-term demand friction for parts of Copilot/agent monetization.
Even if Azure remains strong, this kind of headline is a sentiment hit — it suggests the AI revenue ramp may be bumpier than bulls were pricing in.
🌴 Swing Trader based in the Caribbean. Trained at a trading firm in the Netherlands. 📈 Consistent profits across bull, bear, and sideways markets.
Penafian
Maklumat dan penerbitan adalah tidak bertujuan, dan tidak membentuk, nasihat atau cadangan kewangan, pelaburan, dagangan atau jenis lain yang diberikan atau disahkan oleh TradingView. Baca lebih dalam Terma Penggunaan.
🌴 Swing Trader based in the Caribbean. Trained at a trading firm in the Netherlands. 📈 Consistent profits across bull, bear, and sideways markets.
Penafian
Maklumat dan penerbitan adalah tidak bertujuan, dan tidak membentuk, nasihat atau cadangan kewangan, pelaburan, dagangan atau jenis lain yang diberikan atau disahkan oleh TradingView. Baca lebih dalam Terma Penggunaan.
