Position attached.
Why MSFT long calls? Because it's stupid easy money and I had the liquidity. MSFT didn't have some massive problem.
Investors are punishing hyper scalers because there isn't ROI on massive capex for AI yet. Thats expected.
Even with tariffs, and the AI bubble, Microsoft isn't going anywhere.
It's pervasive across businesses and government agencies alike.
Crazy good discount on them right now. I'll likely shift things around in a primary account to take on another few lots of shares tomorrow or the next day.
Current options I grabbed are 18 Sept 26 430C
