Thanks to Microsoft, you saved me!

$Microsoft(MSFT.US)

I'm feeling complicated. The put on $Sandisk(SNDK.US) caused me a loss of around 70k, and the exposure is still expanding. I don't know if Microsoft can help it recover.

The question now is whether to sell 1/3 or half at 425. At 460 before, I didn't sell my 16 contracts, going from a profit of over 100k to a loss of over 50k now. However, I still hold a large number of contracts, so there's a chance to make back a significant amount.

Last night in the last half hour, it went from no loss to a flash crash, resulting in a loss of 48k.

This morning I made a decision: prepare to temporarily not add to the position (didn't bring the key yesterday so couldn't transfer), sell the held stocks, and resolve it internally with options to avoid losses expanding further due to increased capital.

Yesterday I kept hesitating whether to sell the underlying shares of $Micron Tech(MU.US) and $Sandisk(SNDK.US) to save my liquidity. But there's no bottom, only lower.

Microsoft's fourth fiscal quarter revenue was $90.01 billion, up 18% year-over-year; estimated at $87.72 billion; operating profit for the fourth quarter was $40.60 billion, estimated at $39.02 billion; adjusted earnings per share for the fourth quarter were $4.74, estimated at $4.25; revenue from the Intelligent Cloud segment in the fourth quarter was $39.31 billion, estimated at $381.7 billion; capital expenditures for the fourth quarter were $35.80 billion, estimated at $35.22 billion; Azure and other cloud revenue for the fourth fiscal quarter (excluding currency effects) grew by 43%, with analysts expecting 39.6% growth; Azure revenue broke through $100 billion.

2. The company expects capital expenditures in fiscal year 2027 to grow year-over-year; after adjusting for lease accounting, capital expenditures for fiscal year 2027 are expected to be $175 billion, previously estimated at $190 billion; it is expected to maintain positive free cash flow in fiscal year 2027.$Microsoft(MSFT.US)