Ron Tuld

World Peace

[Ron Tuld @btapp_]

@MaritzaTer20427 This record-breaking patch not only fixed a large number of vulnerabilities but also significantly improved device security

[Ron Tuld @btapp_]

📊 Microsoft held firm at $385, closing at $384.93 (-0.02%), outperforming the sector; Windows update fixed a record 570 vulnerabilities; AI annualized revenue hit $37B (+123%), led by Azure & Copilot.
@MSFT

[Ron Tuld @btapp_]

💡 Key Support: Current valuation is below the 5-year average, institutions are generally optimistic about the long-term benefits of AI, and the support around $384 is solid.

[Ron Tuld @btapp_]

Short-term fluctuations are easily digested, and downside potential is limited; holding positions patiently is more suitable. 🔮 Trend Forecast:

July 16: $385.5-$389, upward trend with fluctuations

July 17: $386-$390, consolidation and accumulation of momentum

[Ron Tuld @btapp_]

The stock price is expected to rise slightly, with a very low probability of a sharp decline. Short-term fluctuations are easily digested, and the downside potential is limited, making it more appropriate to hold the position patiently.

[Ron Tuld @btapp_]

💡 Microsoft Update Released: No Negative News, How to View Short-Term Trends? Microsoft released Windows patches and optimized search today, while also reminding users of AI data security. This is a normal process and has no negative impact.
@MSFT

[Ron Tuld @btapp_]

In my view, the Azure cloud + Copilot ecosystem has a solid growth logic, and the company has ample cash flow and strong risk resistance. My previous prediction was that market sentiment would rebound in the next two days.

[Ron Tuld @btapp_]

The company maintains solid long‑term fundamentals, so daily stock‑price swings are not a major concern. I hold this stock and expect market sentiment to improve tomorrow. Its share price will likely edge up, while a sharp decline is highly unlikely.

[Ron Tuld @btapp_]

Major collaboration reached! Microsoft partners with Haleon to expand AI business 🚀Microsoft sealed a 5‑year partnership with Haleon for Azure and Copilot. MSFT dipped briefly amid volatile US markets then edged up, holding short‑term support.
@MSFT

[Ron Tuld @btapp_]

I believe the stock price will fluctuate in the short term with overall market sentiment, but with Microsoft's continued success in enterprise AI orders, it will likely stabilize.

[Ron Tuld @btapp_]

High AI R&D costs, fierce competition in the cloud business, and a lukewarm commercialization trend will suppress valuations. Will you wait for earnings results to materialize, or bet on the long-term growth of industry leaders?

@MSFT

[Ron Tuld @btapp_]

Competition intensifies in the tech industry.

Many people view Microsoft merely as a traditional software vendor; its core value lies in AI digital infrastructure: Windows and Office form the foundation, while Azure and Copilot drive growth.

[Ron Tuld @btapp_]

The market is chasing short-term AI themes; are funds being allocated to leading AI infrastructure companies with high profit potential? Microsoft faces risks.

[Ron Tuld @btapp_]

Microsoft rebounded from $373.35 to $384.36 (+0.27%) with strong dip buying at a reasonable P/E of 22.81%. I keep my holdings, as short-term news won’t disrupt cloud & AI growth, and GPT monetization will lift valuations amid sector recovery.

[Ron Tuld @btapp_]

Microsoft's stock price staged a V-shaped reversal! Short-term fluctuations will not change the AI ​​theme; continue to hold and wait for valuation to fall back. HSBC lowered its target price for Microsoft; Xbox is undergoing restructuring, resulting in 213 layoffs.
@MSFT

[Ron Tuld @btapp_]

OpenAI faces media copyright litigation & UK’s Microsoft Cloud regulation pressure; GPT-5.6 launches with Codex integrated, ex-Xbox chief becomes Fed AI advisor. Windows vulnerabilities fixed, Edge upgraded; Wuthering Waves arrives on Xbox.

[Ron Tuld @btapp_]

Azure cloud and Copilot AI maintain solid long-term growth. The drop stems from broad-market sentiment pressure with no fundamental negatives. I keep my position, waiting for sector rebound and valuation recovery.
#AI #USStock Market Recap

[Ron Tuld @btapp_]

Predictions Missed, MSFT Rebounds! Positions Remain Cautious as Sentiment Recovers

Yesterday's prediction of a slightly bullish Microsoft rally failed to materialize; today, the price action was pressured and retreated. MSFT closed at $383.34, down 1.41%.@MSFT

[Ron Tuld @btapp_]

The stock price declined before the market opened. Throughout the day, it repeatedly faced downward pressure, mainly due to the sharp drop in the Dow Jones Industrial Average and increased risk aversion in the market, with weak buying support.