Gonna need MSFT and GOOGL to have solid earnings reports, cuz if not this market’s going to shit the bed

---

Some of the irrationality jokes are funny but the only thing keeping this market afloat during stagflation with 0-1 cuts this year is the prospect of insane growth compressing those multiples. Good growth isn’t good enough evidently. If googl and msft don’t insanely guide up this market is cooked. If they do we can look forward to some beautiful sideways action until the next news cycle.

---

#L - RTX - AMZN - MSFT - NVDA #M - HAS - ORI - RDDT #S - AMBA - SBGI - PBI

---

Maybe Google and MSFT? One flat, one up after earnings.

---

Calls on GOOG and MSFT EOD it is

---

realistically MSFT will likely hardly move either direction. given it's 3x the size of META. probably downwards a bit based on the long term charts

---

Bears are in control gap down after MSFT and GOOGL earnings

---

 MSFT $420 

---

Bro ask her out, if she says yes you yolo 20k on MSFT puts. If she says no, you yolo $150 on spy calls.

---

 MSFT is an actual ✨AI✨ play. META is an advertising, failed metaverse company, that didnt sell enough NFTs last quarter

---