Anthropic's S-1 and @UncleAlpha007's claim that Microsoft is growing despite a 27% headcount cut have turned the near-term tech-equity view bullish. At least a tradable rally is expected; further upside depends on Iran developments and PCE. Stay nimble. x.com  x.com 

Microsoft remains in an uptrend, so a pullback from its $490-510 resistance zone near all-time highs would be a normal correction, not a reversal. Near-month calls are seeing heavy buying with volume above open interest, showing institutions are still bullish. Near term, volume is shrinking and hourly and four-hour RSI show bearish divergence, so chasing is not advised; holding the four-hour 21 EMA would mark a dip worth buying, while a break with weakening options flow would be a warning. x.com 

Microsoft's position is the most crowded among the Magnificent Seven, and fund flows are against it as funds sell those stocks to reserve cash for Anthropic's IPO. It faded despite an excellent earnings report. x.com 

Microsoft's 50% Azure growth and prospect of positive cash flow in 2027 make the stock look bulletproof. Headcount cuts, lower Anthropic spend, a better Copilot routed to cheaper tokens, and coming proprietary chips and model usage add to the case. It should get Apple's multiple plus recognition for cybersecurity. x.com  x.com 

Hedge funds went too lopsided short before Amazon, Microsoft and Alphabet's earnings, setting up an aggressive short-covering rally if they deliver this week, as expected. SPCX crushed and ANT's S-1 was quite good, leaving a potential two-week rally on a razor's edge. x.com 

Microsoft and Oracle are down and out because they are software businesses, and the market is rational to trade them like the software sector rather than like pure GPU scalers such as CoreWeave and Nebius, or Alphabet, a scaler without software exposure. Meta is an outlier with its own issues: secular uncertainty and no cash flow after capex. x.com  x.com 

Microsoft may be close to a bullish reversal because roughly 90% of X currently hates the stock, a contrarian signal held with low certainty. x.com 

An unusually large spike in call flow supports Microsoft's bullish $555 target. The 11:00-11:15 ET bucket showed $3.4 million in net calls, almost entirely in September 2027 $600 contracts; the chart projects a rise to $555 before a pullback. x.com 

Microsoft is not cheap even after a 20% drop: it fails a strict 20% margin-of-safety valuation hurdle. x.com 

Microsoft at $382 is a great deal to tuck away for 10+ years, even if it is not the low. Stocks popular on X and heavily held by retail would be oversold even more in a 2022-style selloff, so Microsoft can also serve as a source of funds to buy them then. x.com  x.com