Rate Of ReturnTo be honest, Microsoft right now is more dangerous than Google was in 2023.
I haven't used Office for almost a year now. The impact of AI agents on Office is greater than the impact ChatGPT had on Google Search back in the day.
Microsoft large block option bet on Build conference catalyst
I've been a bit obsessed with watching the options for $Microsoft(MSFT.US) these past couple of days. Yesterday, the underlying stock rose 3.5% to close at $426.99, and it continued to climb to 427.69 after hours; but the options trade was even more shocking: the $440 Call expiring on 6/26 was swept up for $9.2 million, over ten thousand contracts, making it the largest bullish trade of the day. I checked: Microsoft is holding its Build conference next week, and The Information says it will release its self-developed code model...
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