🚨 BREAKING
🇺🇸🇮🇷 THE U.S.-IRAN PEACE DEAL IS OFFICIALLY CANCELLED!
TRUMP JUST CONFIRMED THAT IRAN HAS VIOLATED THE CEASEFIRE BY ATTACKING ANOTHER SHIP IN THE STRAIT OF HORMUZ.
THIS IS EXTREMELY BAD FOR THE MARKETS...
BREAKING: The US Military has conducted new strikes in the area of the Strait of Hormuz, per Axios.
This would mark the first US strikes in the region since the “Memorandum of Understanding” was signed.
Michael Burry bought Microsoft, $MSFT, 2028 LEAPS with strikes in the low seven hundreds, per YF.
He added JD, Adobe and Fiserv, while also selling Alibaba for tax-loss reasons.
Ackman views $MSFT as having an "impossible to disrupt" position in enterprise software. The base Microsoft 365 package has 450M users at a very low cost per seat, roughly $200 per customer. It would be nearly impossible for an enterprise to replace these various components with 3P vendors, even at twice the price.
Microsoft Copilot gives enterprise employees a secure way to access AI tools without putting the company at risk of extreme cloud computing bills or exposing proprietary data.
Woke Reich foreign policy: abandon Israel for Islamist regimes, Ukraine for Russia, and Taiwan for China. Then insist you’re America First and anyone who opposes you is a neo-con aka Jew aka warmonger. And it just so happens the Marxists-Islamists back/oppose the same countries.