Azure's accelerating growth and better returns per capex dollar leave further upside on the table for Microsoft, the favored hyperscaler. Azure grew 48% versus 44-45% guidance, its fifth straight beat. The stock is holding eight-week EMA support, with the blue candle still intact. x.com 

Microsoft's salesforce and governed platform unlock AI spending at conservative firms. Faster enterprise than consumer AI adoption makes it effectively the only pure play. M365 Commercial may top 20% growth next quarter, sooner than expected on tonight's guide; GitHub resegmentation helps, but it should do so this year anyway. Azure and M365, two-thirds of revenue, should grow above 50% and 20% and may accelerate. $24-25 CY27 EPS remains achievable, implying under 22x forward earnings. x.com  … Show more

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 

Very bullish options heatmaps on Bullflow this morning point Microsoft from $500 toward $510. x.com 

Azure growth guidance and AI monetization are expected to improve, which can extend Microsoft's weekly/monthly breakout through Q4 and beyond. That could take the stock to $650 by year-end. The next pullback will be around the sub-$500s, which is the round to be in. x.com 

Microsoft's delivery delays are affecting earnings, making other sources of returns look safer now. x.com 

Microsoft is down about 24% in 2026 almost entirely on AI capex fear while its fundamentals keep strengthening. Q3 revenue rose 18% to $82.9B, Azure grew 40%, its fastest in over a year, the AI business reached a $37B run rate, up 123%, and commercial backlog hit $627B, up 99%. Its forward P/E has compressed to about 22x versus a 10-year average near 31x. The capex fear is real: free cash flow fell about 10% and the $190B AI buildout will not pay off overnight. x.com 

Microsoft looks set for continuation after breaking out of a flag, with a gap up to $480 as the best case. Software is catching a bid, the chart has broken into the gap from last earnings, and Microsoft holds an event in Taipei to release an agent-optimized operating system. It already trades around $465 on Hyperliquid, which has been fairly accurate on most names lately. x.com  x.com  x.com 

Microsoft looks due for a pullback after rallying from 390 to 491 in about two weeks, as capital rotates out of software into semiconductors. Heavy trimming makes sense here; dealers appear positioned for a mini pullback while semiconductor, AI and photonics stocks such as Nvidia, AMD and Intel bounce. 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