Meet Kevin on $MSFT (Nov 9, 2026)

So, how's Microsoft almost back at the 565? Nice. That's another one I'm I'm excited about.

So, this right here is I think driven by Microsoft kind of seeing that we need more agentic compute rather than just training compute. And so I think that's one of the reasons you've seen some of these flip-flops from Microsoft.

So some of these flip-flops from MSFT IMO coming from we need less training and more agents. So therefore specs change if things if uh if things get delayed with the data centers that's our option to basically cut and run and go to somebody else.

If things get delayed, we can swap in a different data center play. It, you know, my take on what Microsoft is doing.

You know, I think the Microsoft stuff is is a rearrangement basically.

among the AI enablers we favor I just don't like Google Amazon Meta Microsoft SpaceX totally agree while Nvidia isn't a hyperscaler it plays a key role totally agree

One thing that's unique about Coree, which is kind of wild, is that Coreweave will probably just take upfront payments from a company like Microsoft and then they don't actually have to borrow.

Microsoft ends up borrowing. Corewave goes and deploys. It's an idea. No guarantees. We'll see.

They say they're overweight Amazon, Meta, Microsoft, SpaceX, and Nvidia. Me personally, I like every single one of those names.

Amazon, I own MA, Amazon, own Meta, own Microsoft, own Nvidia, own SpaceX. Big fan of all of these.

So, Microsoft is winding down its 2023 Oracle AI rental agreement. This is the second thing that they've kind of pulled back. One, I think, was INE, and then now you've got Oracle.

I think what's happening is Microsoft is going, we need less training. We need more agents. And so the their goals are changing. So now they're trying to flip partners because now they're into brunettes instead of blondes.

That's my thing. So I don't think they're like less interested in women or AI capex. I think they're just kind of like changing their mind a little bit on on their taste. [laughter] That's what I think is happening with Microsoft because the spend keeps ballooning.