$Microsoft(MSFT.US)

My recent predictions about earnings reports have been quite accurate, but I'm not very comfortable with this one.

Let me guess first, I think it's highly likely that revenue is still good. As for net profit margin, I'm still a bit concerned, given all that spending. It feels like it still can't catch up to AWS, and it needs to work harder on the AI path.

As for the price, it's still reasonable at the moment. If it exceeds expectations, that's even better, completing the final dance of tech and catching up on the rally.

If it only meets expectations and goes sideways, then stay put and wait for the flowers to bloom.

Worse than expected? What, another pullback to 'pick people up'? Get your bullets ready.