Sell MSFT by Jul 19, 2026.

Feels like they are going to get punished more come the earnings. Not sure where they're spending their Capex at this point... Any news that I missed may give me a reason to believe their capex is justified? Honestly, Copilot... I was told a bunch of companies are asking employees to use it, but they'd either use Claude or Gemini at the very least. Even for myself I never thought of using Copilot as an alternative because it's so buns …