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Michael Burry Just Went Long on Microsoft.
Billionaire investor Michael Burry recently disclosed a long position in Microsoft, citing the company’s high-margin software and cloud business with fortress-like fundamentals.
Burry, best known for his bet against the housing market ahead financial crisis (immortalized in The Big Short)
And recently betting big against #NVIDIA (NASDAQ:NVDA)
And Palantir Technologies (NYSE:PLTR)
Rarely makes moves without a thesis.
Microsoft (MSFT) is down 13% year-to-date and trading 24% below its 52-week high, while generating recurring revenue from Azure and Office 365 with durable cash flow margins that exceed most tech peers.
So here’s the question investors are suddenly asking: when a high-profile contrarian like Michael Burry steps in, is that a signal or just noise in a crowded market.
According to a recent Substack post, the billionaire investor disclosed that he has gone long on Microsoft.
He did not specify the size of the position, which is typical for his style -- light on fanfare, heavy on implication.
While he didn’t lay out a detailed valuation model this time, his broader track record suggests a few consistent themes: he likes cash-generative businesses, he leans into fear-driven selloffs, and he pays attention when quality names get repriced.
#Microsoft checks those boxes more cleanly than most.
Only weeks ago, Microsoft was trading at a decade-low multiple as investors questioned #AI spending returns and broader enterprise IT budgets. Since then, buyers have stepped back in, suggesting that the worst of the panic selling may have already cleared.
That doesn’t automatically make it cheap, but it does reset expectations.
Surprisingly, this isn’t a stretch for Burry’s style of investing. At its core, Microsoft is still a high-margin software and cloud business with durable cash flow.
According to its latest earnings report, the company continues to generate strong operating margins driven by its Azure cloud platform and Office productivity suite.
$MSFT
Billionaire investor Michael Burry recently disclosed a long position in Microsoft, citing the company’s high-margin software and cloud business with fortress-like fundamentals.
Burry, best known for his bet against the housing market ahead financial crisis (immortalized in The Big Short)
And recently betting big against #NVIDIA (NASDAQ:NVDA)
And Palantir Technologies (NYSE:PLTR)
Rarely makes moves without a thesis.
Microsoft (MSFT) is down 13% year-to-date and trading 24% below its 52-week high, while generating recurring revenue from Azure and Office 365 with durable cash flow margins that exceed most tech peers.
So here’s the question investors are suddenly asking: when a high-profile contrarian like Michael Burry steps in, is that a signal or just noise in a crowded market.
According to a recent Substack post, the billionaire investor disclosed that he has gone long on Microsoft.
He did not specify the size of the position, which is typical for his style -- light on fanfare, heavy on implication.
While he didn’t lay out a detailed valuation model this time, his broader track record suggests a few consistent themes: he likes cash-generative businesses, he leans into fear-driven selloffs, and he pays attention when quality names get repriced.
#Microsoft checks those boxes more cleanly than most.
Only weeks ago, Microsoft was trading at a decade-low multiple as investors questioned #AI spending returns and broader enterprise IT budgets. Since then, buyers have stepped back in, suggesting that the worst of the panic selling may have already cleared.
That doesn’t automatically make it cheap, but it does reset expectations.
Surprisingly, this isn’t a stretch for Burry’s style of investing. At its core, Microsoft is still a high-margin software and cloud business with durable cash flow.
According to its latest earnings report, the company continues to generate strong operating margins driven by its Azure cloud platform and Office productivity suite.
$MSFT
20,000 job cuts at Meta, Microsoft
Meta said that it’s cutting 10% of its workforce, just as
Microsoft announced that it’s offering employee buyouts for the first
time in its 51-year history.
Meta only hinted at AI in its announcement.
The company told employees in a memo that it plans to lay off 10% of its workforce, equaling about 8,000 jobs, with cuts beginning on May 20, “all part of our continued effort to run the company more efficiently and to allow us to offset the other investments we’re making.”
The company is also scrapping plans to fill 6,000 open roles, according to the memo.
Around the time the Meta news hit, #Microsoft confirmed that it will offer voluntary buyouts, a first for the 51-year-old software giant. About 7% of U.S. employees are eligible, according to a person familiar with the plans who asked not to be named because the number isn’t being made public.
With about 125,000 U.S. employees, that could add up to 8,750 cuts.
“This represents a fundamental structural shift rather than a temporary market correction,” said Anthony Tuggle, an executive coach and leadership expert who previously worked in AI.
“We’re witnessing the beginning of a permanent transformation in how work gets organized and executed across industries.”
Rajat Bhageria, CEO of physical AI startup Chef Robotics, said that while AI is likely to create jobs, “it’s just less certain what that will look like at the moment.”
“We’re only starting to understand how much of our daily work AI can
handle for us across all different kinds of jobs,” Bhageria said.
Daniel Zhao, Glassdoor’s chief economist, said “Because natural attrition isn’t happening as much, companies are being more aggressive about pushing people out of the door.”
Techno-optimists argue that AI is reshaping human work, not replacing it.
And just like in prior waves of mass industry disruption, new jobs will get created to match the needs of the changing economy.
Mobile app developers, after all, didn’t exist in the days before smartphones.
Meta said that it’s cutting 10% of its workforce, just as
Microsoft announced that it’s offering employee buyouts for the first
time in its 51-year history.
Meta only hinted at AI in its announcement.
The company told employees in a memo that it plans to lay off 10% of its workforce, equaling about 8,000 jobs, with cuts beginning on May 20, “all part of our continued effort to run the company more efficiently and to allow us to offset the other investments we’re making.”
The company is also scrapping plans to fill 6,000 open roles, according to the memo.
Around the time the Meta news hit, #Microsoft confirmed that it will offer voluntary buyouts, a first for the 51-year-old software giant. About 7% of U.S. employees are eligible, according to a person familiar with the plans who asked not to be named because the number isn’t being made public.
With about 125,000 U.S. employees, that could add up to 8,750 cuts.
“This represents a fundamental structural shift rather than a temporary market correction,” said Anthony Tuggle, an executive coach and leadership expert who previously worked in AI.
“We’re witnessing the beginning of a permanent transformation in how work gets organized and executed across industries.”
Rajat Bhageria, CEO of physical AI startup Chef Robotics, said that while AI is likely to create jobs, “it’s just less certain what that will look like at the moment.”
“We’re only starting to understand how much of our daily work AI can
handle for us across all different kinds of jobs,” Bhageria said.
Daniel Zhao, Glassdoor’s chief economist, said “Because natural attrition isn’t happening as much, companies are being more aggressive about pushing people out of the door.”
Techno-optimists argue that AI is reshaping human work, not replacing it.
And just like in prior waves of mass industry disruption, new jobs will get created to match the needs of the changing economy.
Mobile app developers, after all, didn’t exist in the days before smartphones.
Injective unveils a partnership with Microsoft and Web3Labs
#Injective partners with #Microsoft and #Web3Labs to launch the Injective Nova Program during the Hong Kong Web3 Festival. The program unites major industry players to build a full innovation loop. Injective will provide technical support, grants, and incubation resources, Microsoft will contribute cloud infrastructure and enterprise #AI tools, while Web3Labs will drive execution through its strong local network.
Injective is an open, interoperable blockchain supporting a range of #DeFi solutions, including decentralized spot and derivatives exchanges, prediction markets, and lending protocols.
👉 x.com/injective/status/2047003612308533280
#Injective partners with #Microsoft and #Web3Labs to launch the Injective Nova Program during the Hong Kong Web3 Festival. The program unites major industry players to build a full innovation loop. Injective will provide technical support, grants, and incubation resources, Microsoft will contribute cloud infrastructure and enterprise #AI tools, while Web3Labs will drive execution through its strong local network.
Injective is an open, interoperable blockchain supporting a range of #DeFi solutions, including decentralized spot and derivatives exchanges, prediction markets, and lending protocols.
👉 x.com/injective/status/2047003612308533280
#accionestokenizadas 5️⃣ Sectores que dominarán la Bolsa en los próximos 10 años
🤖 Inteligencia Artificial: Nvidia, Microsoft, Palantir
🔬 Salud y Biotecnología: Johnson & Johnson, Moderna, Abbvie
⚡ Energías limpias: Tesla, Enphase, NextEra Energy
💳 Tecnología financiera: Visa, PayPal, Block (SQ)
🔐 Ciberseguridad: Fortinet, CrowdStrike, Palo Alto Networks
#Visa #Tesla #Microsoft
🤖 Inteligencia Artificial: Nvidia, Microsoft, Palantir
🔬 Salud y Biotecnología: Johnson & Johnson, Moderna, Abbvie
⚡ Energías limpias: Tesla, Enphase, NextEra Energy
💳 Tecnología financiera: Visa, PayPal, Block (SQ)
🔐 Ciberseguridad: Fortinet, CrowdStrike, Palo Alto Networks
#Visa #Tesla #Microsoft
🚨🤖 عاجل: شراكة أقوى بين OpenAI وMicrosoft!
أعلنت الشركتان عن تعميق تعاونهما لاستخدام نماذج الذكاء الاصطناعي المتقدمة في:
🛡️ الدفاع عن الأمن السيبراني
🔐 تعزيز حماية العملاء والبنية التحتية
💡 لماذا هذا مهم؟
🔹 الذكاء الاصطناعي يدخل ساحة الأمن بقوة
لم يعد AI مجرد أداة… بل أصبح خط الدفاع الأول ضد الهجمات الرقمية
🔹 حماية البنية التحتية العالمية
من السحابة إلى الأنظمة الحساسة… الحماية أصبحت أولوية قصوى
🔹 تسارع سباق التكنولوجيا
الشركات الكبرى تتجه لدمج AI في كل طبقات الأمن
📊 التأثير المحتمل:
➡️ زيادة الطلب على حلول الأمن السيبراني
➡️ دعم أسهم وشركات الذكاء الاصطناعي
➡️ تأثير غير مباشر على مشاريع الكريبتو (خصوصًا المرتبطة بـ AI)
⚠️ لكن انتبه:
كلما تطور الدفاع…
تتطور الهجمات أيضًا ⚔️
🔥 الخلاصة:
نحن ندخل عصرًا يصبح فيه الذكاء الاصطناعي درعًا رقميًا عالميًا
💬 سؤال للنقاش:
هل ترى أن AI سيجعل الإنترنت أكثر أمانًا… أم أكثر خطورة؟
#Aİ #CyberSecurity #OpenAI #Microsoft #Tech
أعلنت الشركتان عن تعميق تعاونهما لاستخدام نماذج الذكاء الاصطناعي المتقدمة في:
🛡️ الدفاع عن الأمن السيبراني
🔐 تعزيز حماية العملاء والبنية التحتية
💡 لماذا هذا مهم؟
🔹 الذكاء الاصطناعي يدخل ساحة الأمن بقوة
لم يعد AI مجرد أداة… بل أصبح خط الدفاع الأول ضد الهجمات الرقمية
🔹 حماية البنية التحتية العالمية
من السحابة إلى الأنظمة الحساسة… الحماية أصبحت أولوية قصوى
🔹 تسارع سباق التكنولوجيا
الشركات الكبرى تتجه لدمج AI في كل طبقات الأمن
📊 التأثير المحتمل:
➡️ زيادة الطلب على حلول الأمن السيبراني
➡️ دعم أسهم وشركات الذكاء الاصطناعي
➡️ تأثير غير مباشر على مشاريع الكريبتو (خصوصًا المرتبطة بـ AI)
⚠️ لكن انتبه:
كلما تطور الدفاع…
تتطور الهجمات أيضًا ⚔️
🔥 الخلاصة:
نحن ندخل عصرًا يصبح فيه الذكاء الاصطناعي درعًا رقميًا عالميًا
💬 سؤال للنقاش:
هل ترى أن AI سيجعل الإنترنت أكثر أمانًا… أم أكثر خطورة؟
#Aİ #CyberSecurity #OpenAI #Microsoft #Tech
Microsoft is betting big on Australia’s AI future: A$25 billion (~$18B USD) investment by 2029 — its largest ever in the country.
This will expand Azure AI supercomputing, cloud infrastructure, cybersecurity, and train millions in AI skills.
“Australia has an enormous opportunity to translate AI into real economic growth,” says Satya Nadella.
$Big confidence in Oz as a tier-1 AI market! #AI #Microsoft $USDC
This will expand Azure AI supercomputing, cloud infrastructure, cybersecurity, and train millions in AI skills.
“Australia has an enormous opportunity to translate AI into real economic growth,” says Satya Nadella.
$Big confidence in Oz as a tier-1 AI market! #AI #Microsoft $USDC
SpaceX Moves Ahead on $60B Cursor Deal as AI Coding Race Intensifies
The competition in the AI coding space is heating up as SpaceX secures the right to acquire AI startup Cursor in a deal valued at $60 billion. The move comes shortly after Microsoft explored a potential acquisition but ultimately chose not to proceed.
Cursor has quickly emerged as a leading player in AI-assisted software development, competing alongside major innovators like OpenAI and Anthropic. The demand for tools that accelerate coding and application development continues to surge, driving valuations higher across the sector.
Microsoft, under CEO Satya Nadella, is focusing on expanding its ecosystem through products like GitHub Copilot, which has seen strong adoption among developers. Meanwhile, SpaceX’s strategic move signals a broader ambition to integrate advanced AI capabilities into its growing technology portfolio.
With AI rapidly transforming software engineering, this development highlights a shift toward consolidation and large-scale investments as companies compete to lead the next generation of developer tools.
#ArtificialIntelligence #TechIndustry #SpaceX #Microsoft #Innovation
$TIA
$PENDLE
$SAGA
The competition in the AI coding space is heating up as SpaceX secures the right to acquire AI startup Cursor in a deal valued at $60 billion. The move comes shortly after Microsoft explored a potential acquisition but ultimately chose not to proceed.
Cursor has quickly emerged as a leading player in AI-assisted software development, competing alongside major innovators like OpenAI and Anthropic. The demand for tools that accelerate coding and application development continues to surge, driving valuations higher across the sector.
Microsoft, under CEO Satya Nadella, is focusing on expanding its ecosystem through products like GitHub Copilot, which has seen strong adoption among developers. Meanwhile, SpaceX’s strategic move signals a broader ambition to integrate advanced AI capabilities into its growing technology portfolio.
With AI rapidly transforming software engineering, this development highlights a shift toward consolidation and large-scale investments as companies compete to lead the next generation of developer tools.
#ArtificialIntelligence #TechIndustry #SpaceX #Microsoft #Innovation
$TIA
$PENDLE
$SAGA
$MSFT
Entry: 416.50 – 419.00
TP1: 424.00
TP2: 428.00
TP3: 432.00
SL: 414.00
Microsoft ($MSFT) is looking like an interesting recovery play right now! The chart shows a sharp wick down to the 416.71 level followed by a quick bounce, indicating that buyers are stepping in at these lower levels to defend the structure. I’m feeling cautiously bullish; that rapid rejection of the lower zone shows strength, and the price is already fighting back toward the opening range. Don't let the short-term volatility or the red-dominant candle give you FUD—this looks like a classic "shakeout" before a potential move higher. If it can hold this floor, we could see a nice relief rally back toward the recent highs. Keep your stop-loss tight, watch the volume for sustained buying pressure, and let’s see if we can catch the turn!
#MSFT #Microsoft #StockTrading #CryptoTrading #Bullish $MSFT
Entry: 416.50 – 419.00
TP1: 424.00
TP2: 428.00
TP3: 432.00
SL: 414.00
Microsoft ($MSFT) is looking like an interesting recovery play right now! The chart shows a sharp wick down to the 416.71 level followed by a quick bounce, indicating that buyers are stepping in at these lower levels to defend the structure. I’m feeling cautiously bullish; that rapid rejection of the lower zone shows strength, and the price is already fighting back toward the opening range. Don't let the short-term volatility or the red-dominant candle give you FUD—this looks like a classic "shakeout" before a potential move higher. If it can hold this floor, we could see a nice relief rally back toward the recent highs. Keep your stop-loss tight, watch the volume for sustained buying pressure, and let’s see if we can catch the turn!
#MSFT #Microsoft #StockTrading #CryptoTrading #Bullish $MSFT
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