MSFT ripped +3.7% Friday and it wasn’t some vague “AI vibe.” Copilot just got a coding tool plus an always-on agent. That’s the kind of product drop that actually moves money.While 10s sat near 5.2%, this thing still bid. Market’s telling you software cash flow still beats the bond scare.Watching $MSFT, not the index. If this holds into next week’s PCE, I’m not fading it.
The picture from last night is the trade.Trump, Xi, Melania, Elon at the same table. Jensen and Tim Cook right there. Trump calling it friendship, strength, success, and saying he’ll go to China in November. Oil sold off on Iran deal chatter. Equities used that as an excuse to squeeze into https://t.co/m0qpt3as6h read: this is a headline bid, not a clean risk-on tape. Yields didn’t break. Inflation expectations jumped. $COST holding up after the print makes sense. $HOOD type retail/fintech names still need the next catalyst, not just “indexes green.”If you needed one name that actually moved on news instead of vibes, it was $AKAM. Everything else was positioning into the weekend.
Microsoft dropping the biggest Copilot update yet — new Home, Code, and Autopilot features. Calling it the “new OS for work.” $MSFT popping 3-4% on it and dragging the S&P with it. Feels like they’re actually trying to make this thing useful for regular office people instead of just another chatbot.
@TheLongInvest Love these insights. You and @TheyCallMeGee_ are definitely among the few people here worth following. You always bring substantial perspectives.
@MilkRoadStocks The analysis is brilliant, as always. You and @TheyCallMeGee_ are easily my two favorite creators on this platform. Your insights are always incredibly sharp.