Microsoft Stock (MSFT)

Upside – $MRLN +40% (Q3 revenue rose 80% year over year, while new U.S. special-operations and autonomous-CASEVAC awards strengthened the defense pipeline) – $MOD +38% (Samsung reportedly in talks to acquire the data-center cooling supplier, with a potential deal possible within weeks) – $SLSN +32% (Q3 revenue grew 38% and the company swung to record …

This is interesting re the Microsoft outage, which is massive and unprecedented: At first I thought it might be an AI hack. But maybe not, maybe it is an AI failure. Ergo the fault of garbage code written by AI. If I remember correctly, Amazon AWS had several outages that were likely caused by poorly written AI code …

* Sold all my $BABA $103.68 (+$5.64) * Eliminated hyperscaler longs: $AMZN $253.04 (+$12.69) $GOOGL $285.49 (+5.65) $MSFT $528.76 (+$6.85) $META $617.95 (+$2.96) Positions: None

I am taking advantage of the sharp move back into the hyperscalers this morning and reducing from small to very small – for some quick profits: * $AMZN $249.79 (+$9.44) Note: AMZN was purchased at $225.56 on Friday! * $META $613.35 (-$1.65) * $MSFT $526.01 (+$4.11) * $GOOGL $286.16 (+$6.33) At the time of publication, …

Here were Friday’s things: * I initiated trading long rentals in $AMZN at $225.56, $BABA at $98.70, $GOOGL at $279.56, $META at $615.36, $UBER at $65.18, $NFLX at $62.08 and $MSFT at $524.50. * I initiated trading long rentals in $BAC at $50.12, $C at $122.02 and $WFC at $83,73. * I covered my $ARKK short at …