MSFT

[boneil]

Any thoughts on MSFT?

I bought some when they did the first demo of Chat GPT4, and sold it a few days later, thinking I could get back in on a dip that never really materialized. At first I thought there was too much hype for GPT4, but after some time thinking about it and seeing how the tech world is reacting to it, I'm starting to believe it is material to earnings. So here I am buying it back a few bucks higher than where I sold it. But also gambling a little on some $300 calls for earnings, it's not a YOLO trade amount so if it goes to zero you won't see me on Wallstreet Bets. I usually don't gamble on earnings but I think there could be some good guidance for Chat GPT.

[boneil]

Really good conference call. I'm not too familiar with the details of MSFT bussiness, but it sounds to me that the partnership with OpenAI is really driving growth and it's just beginning.

[boneil]

The AI train is just starting.

NVDA just blew out earnings. They sell the hardware, MSFT and GOOGL sell the software.
TSLA, META, AAPL, AMZN any others?