Blake

Lawyer

[Blake @blake_b]

@zackbshapiro This is only going to make lawyers 100x more efficient at their jobs.

[Blake @blake_b]

@DarkMiner Still haven’t tested it! I will though

[Blake @blake_b]

@DarkMiner I’d pay it off. Mine’s .99

[Blake @blake_b]

You couldn’t have written a better article. If you don’t start doing this now in any industry you will be left behind.

[Zack Shapiro @zackbshapiro]

https://t.co/QVaE6niDY2

[Blake @blake_b]

@DarkMiner You have this in your house??. Collecting those premiums like crazy 😅

[Blake @blake_b]

@DarkMiner I think it’s time for an Income Executives annual meeting. We’ve been through enough trama together 😂

[Blake @blake_b]

SaaS isn’t going anywhere. It’s still extremely complex to “vibe code” something. This whole movement of software becoming spun up by anyone is only being used for small consumer grade type of apps. You still need an entire team to be able to create huge projects. For example, I spun up https://t.co/sczEqfoHTG.. Still really amazing. Took about 4 months to do. AI is great but still not enough to replace humans.

[Blake @blake_b]

$MSFT stock holders and all software companies that are down 40-50% recently…They are not going away entirely. Only a select few concentrated ones might get disrupted. No possible way Microsoft can be vibecoded. I just vibecoded https://t.co/sczEqfpfJe and it was about the hardest thing I’ve ever done using @claudeai. Can’t wait for these stocks to rebound!

[Michael Saylor @saylor]

HODL

[Blake @blake_b]

@DarkMiner Scared money doesn’t make money! Can’t wait to see where this 900 shares take me 😉

[Blake @blake_b]

Couldn’t of said it any better $MSFT

[Rihard Jarc @RihardJarc]

When it comes to $MSFT, people are too short-sighted.

Azure grew 39% YoY, and not more (as some were expecting) because they don't have enough data centers to grow more (but let's be real, its +39% YoY!).

$MSFT has to balance the compute capacity that it has with its internal products and Azure. Because internal products like M365 Copilot and GitHub Copilot have better margins, and $MSFT doesn't just want to be Azure in 10 years, they are prioritizing the compute in those places. If they allocated all the compute that they have towards Azure, they would grow +40%, confirmed on the call:

"...if I had taken the GPUs that just came online in Q1 and Q2 in terms of GPUs and allocated them all to Azure, the KPI would have been over 40."

There is a ceiling on how much you can grow YoY based on the data centers that you have. The demand for AI is real, and $MSFT is going to be "sold out" for some time, but there is a limit on how much you can grow based on the capacity that you have.

Also, not to forget even though products like Copilot are arguably worse right now than some of the products from startups and younger companies, history has taugh us that in the end $MSFT will copy the good features and enterprise clients will choose $MSFT over the younger companies, because they trust $MSFT and because $MSFT products are already ingraved in their internal process.

Yes, other startups and smaller companies will probably choose other products, but enterprises are where $MSFT dominates and where most of the money is at.

Rarely has $MSFT traded at the multiple it is right now. I have added to $MSFT on this drop.

[Blake @blake_b]

@DarkMiner Yeah I gotta wait until Thursday of this week and I’ll pull the trigger.

[Tommy O’Dwyer @TommyOKid]

Well, the reason for the call today, John, is…something just came across my desk. John, it is perhaps the best thing I've seen in the last 6 months. The company is ‘Quality Learning Center’, a cutting edge children’s daycare center located in the heart of Minneapolis

[Blake @blake_b]

@AskRobinhood Just did. Hopefully it works.

[Blake @blake_b]

@utahpowscott @darkminer @RandomAlec @AskRobinhood I’ve even threatened to take my money off the platform it doesn’t make any sense.

[Blake @blake_b]

@darkminer @RandomAlec @AskRobinhood Thanks for thinking of me but they don’t listen 😂

[Blake @blake_b]

@darkminer @EndicottInvests That’s the only limitation right? Like I would just have to pull out my phone to respond.