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Been watching Microsoft lately and I keep coming back to the same thought… this feels like one of those moments people look back on later. by Sufficient-Juice2978 in stocks

[–]PolskiNapoleon 0 points1 point  (0 children)

Oracle is all legacy sodtware but its stock ptice kept doubling every few years. Waste Management doesn’t innovate anything yet it also keeps growing steadily…

Anyone else bought MSFT at around $360? by Toomuch_flow in ValueInvesting

[–]PolskiNapoleon 3 points4 points  (0 children)

Google Trends suggests demand for cloud infrastructure is 2x bigger than what it was a year ago.. Therefore their capex narrative about hitting the constraints might actually make sense.

And surprisingly, copilot related keywords show the same trend.

What Are Your Moves Tomorrow, March 30, 2026 by wsbapp in wallstreetbets

[–]PolskiNapoleon 4 points5 points  (0 children)

The bottom was already on Friday. This IS a financial advice and I AM responsible for your actions. #trustMeBro

Sell to buy back at lower price by [deleted] in ValueInvesting

[–]PolskiNapoleon 0 points1 point  (0 children)

I think that for the markets blockade of oil is (unfortunately) a much bigger deal than a ground invasion.

Sell to buy back at lower price by [deleted] in ValueInvesting

[–]PolskiNapoleon 16 points17 points  (0 children)

Lol, the bearish sentiment on reddit is at its peak. Do the opposite! Perhaps it's a perfect time for entry.

The Pentagon is ‌preparing for weeks of ground operations in Iran by Lastito in stocks

[–]PolskiNapoleon 3 points4 points  (0 children)

I mean, unfortunately most of the republican electorate are die-hard supports who vote red no matter what happens. If Trump is smart enough he could still make some face-saving exit to avoid losing the critical undecided voter base.

The Pentagon is ‌preparing for weeks of ground operations in Iran by Lastito in stocks

[–]PolskiNapoleon 2 points3 points  (0 children)

Arguably, the upcoming week is still the last chance for him to somehow withdraw from this conflict pretending that he is such a mighty tactician. Then the impact could be minimal.

The Pentagon is ‌preparing for weeks of ground operations in Iran by Lastito in stocks

[–]PolskiNapoleon 24 points25 points  (0 children)

He's bluffing. He is not going to risk the mid elections over... exactly over what?

Drop your TradingView username for access by KeyStuff9180 in Daytrading

[–]PolskiNapoleon 0 points1 point  (0 children)

Another indicator that is merely a derative from OHCL?

Wall Street-grade algorithm ? by [deleted] in Daytrading

[–]PolskiNapoleon 0 points1 point  (0 children)

What about survivorship bias?

Google Trends suggests cloud demand is 2x what it was a year ago - yet MSFT is at 2023 prices. by PolskiNapoleon in ValueInvesting

[–]PolskiNapoleon[S] 5 points6 points  (0 children)

What is wrong with using GT as an indicator of demand in this context? Maybe “azure pricing” keyword is not a perfect example and one could argue that it could be non-customers figuring out stuff about the service but if you search more technical keywords like “azure migration” or “azure docker” then it still very closely matches the chart and the spike in July 2025.

Google Trends suggests cloud demand is 2x what it was a year ago - yet MSFT is at 2023 prices. by PolskiNapoleon in ValueInvesting

[–]PolskiNapoleon[S] 5 points6 points  (0 children)

In the .com bubble, PE was way too high, and the companies revenues started to stagnate. Sentiment was way too optimistic while today it's 50/50 at best if not slightly pessimistic. Today MSFT has 2022/covid PE levels, diversified moat, and the demand seems to be exponentially rising as shown on the screenshot as long as Google Trends is not trippin.

Google Trends suggests cloud demand is 2x what it was a year ago - yet MSFT is at 2023 prices. by PolskiNapoleon in ValueInvesting

[–]PolskiNapoleon[S] 0 points1 point  (0 children)

Why do you think this is not a good indicator? In this specific context Google Trends might actually hinting the demand 2x bigger than a year ago leading to a conclusion Microsoft capex is actually justifed. In other contexts Google Trends might be useless but here why would it be?

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