GM traders — just re-entered a
MSFT short. The double top into resistance was a loud “sell” signal for me.
Fundamental backdrop is lining up too: several outlets citing Reuters/enterprise checks say Microsoft cut AI sales growth targets after reps missed quotas and customers were slower to adopt “AI agents.” That reads as near-term demand friction for parts of Copilot/agent monetization.
Even if Azure remains strong, this kind of headline is a sentiment hit — it suggests the AI revenue ramp may be bumpier than bulls were pricing in.
Fundamental backdrop is lining up too: several outlets citing Reuters/enterprise checks say Microsoft cut AI sales growth targets after reps missed quotas and customers were slower to adopt “AI agents.” That reads as near-term demand friction for parts of Copilot/agent monetization.
Even if Azure remains strong, this kind of headline is a sentiment hit — it suggests the AI revenue ramp may be bumpier than bulls were pricing in.
🌴 Swing Trader based in the Caribbean. Trained at a trading firm in the Netherlands. 📈 Consistent profits across bull, bear, and sideways markets.
Aviso legal
As informações e publicações não se destinam a ser, e não constituem, conselhos ou recomendações financeiras, de investimento, comerciais ou de outro tipo fornecidos ou endossados pela TradingView. Leia mais nos Termos de Uso.
🌴 Swing Trader based in the Caribbean. Trained at a trading firm in the Netherlands. 📈 Consistent profits across bull, bear, and sideways markets.
Aviso legal
As informações e publicações não se destinam a ser, e não constituem, conselhos ou recomendações financeiras, de investimento, comerciais ou de outro tipo fornecidos ou endossados pela TradingView. Leia mais nos Termos de Uso.
