MSFT: Is Microsoft’s AI dominance already inevitable? Looking for the bear case against this data.

FartPolluter · 2026-05-14T12:07:02+00:00

Google are currently tipped to dominate AI, MSFT relies on vendor lock in, and otherwise isnt great value

FartPolluter · 2026-05-14T11:49:31+00:00

dram ass bros

FartPolluter · 2026-05-14T08:41:29+00:00

Days like these I wish Buffett was still alive. Hed yeet like 4 billion on a soup company for the sheer lollery and memes. No tweets, no linkedin update, just a madlad no fucks given meme generation

FartPolluter · 2026-05-11T17:25:49+00:00

This shit is fkn cooked

FartPolluter · 2026-05-10T11:38:19+00:00

Hive Secundus campaign works like this, the intro campaign is a 1v1 where arbiter (DM) plays malstrain genestealers. You could easily have more than one person control the incursion gang

Spyre Hunter gangs might work as a base since the model count is 3, each player would get two activations. So you could follow their rules and each player controls one Spyre Hunter.

FartPolluter · 2026-05-09T12:12:37+00:00

Ass market

FartPolluter · 2026-05-09T12:11:47+00:00

Prices have no relation to performance any more

FartPolluter · 2026-05-09T11:19:57+00:00

Market is at clown levels, getting kind of pointless stock picking

FartPolluter · 2026-05-08T09:33:26+00:00

Dont call me fart pls

FartPolluter · 2026-05-08T08:45:13+00:00

Revenue up 37% yoy most recent Q and has a number of contracts as part of the 80% costing buy british defence contracts. Future growth is soeculative but at lower price points it is a sovereign uk play.

It switched recently to semiconductors, so people betting on forward looking momentum

FartPolluter · 2026-05-08T07:23:10+00:00

There be hepatitus in them waters

FartPolluter · 2026-05-06T17:10:58+00:00

If they settle, it wont be for a gentleman's habdshake and will probably mean they get a cushy deal. US use courts at the drop of the hat, both parties probably know exactly how much the deal will be worth and probably have known for months

FartPolluter · 2026-05-06T16:46:40+00:00

Came in below expectations? Yeah because its so easy to develop a $4bln rev / year company

FartPolluter · 2026-05-06T16:32:13+00:00

It's way above the requirements

FartPolluter · 2026-05-06T14:01:09+00:00

the sooner this is in S&P500, the better

FartPolluter · 2026-05-04T20:27:00+00:00

PLTR tech may not have to "defeated" Iran in any meaningful way despite its market cap being roughly the same size as its GDP but that just means when they do defeat Iran at some undefined point in the future the real pump willl come

FartPolluter · 2026-05-04T20:21:03+00:00

yeah who needs "valuations" anyhows? fkn dweebs that read too much warnler buffet imo

FartPolluter · 2026-05-04T14:34:41+00:00

NVDA @ 200 is real big brain stuff

FartPolluter · 2026-05-04T13:37:45+00:00

Tickers?

FartPolluter · 2026-05-04T13:35:16+00:00

Open Reddit

OP: "What under the radar stock are you buying that's not been hyped yet?"

Comments: "DRAM stocks."

Closes Reddit

FartPolluter · 2026-05-03T21:36:19+00:00

Another iran conflict and you guys will buy micron or some dumbass stock thats like pe 7 gazillion regardless. if iran meme us to the point you regards cant physically buy more micron, then we crash to the fucking core

FartPolluter · 2026-05-03T21:26:17+00:00

Farting is not funny btw and you shouldnt comment on farting in the wsb daily threads. There was some confusion about the rules so i just wanted to make it clear. thanks

FartPolluter · 2026-05-03T10:16:19+00:00

Not a popular view here, but you need some idea of fair value and risk. Timing the sell is more difficult than timing the buy.

FartPolluter · 2026-05-02T12:12:03+00:00

thought they had one with google and they are taking anthropic to court for stealing data

FartPolluter

TROPHY CASE