Microsoft Stock (MSFT)

This chart is pretty good on tokens: https://openrouter.ai/rankings?view=month A few observations: * Looking at the chart, token UNITS interestingly seem to be really flattening overall. * Re chart later in this note, token pricing is cratering. In part because unit growth is slowing, in part because the current pricing is dis-economic for customers, and in part …

“People don’t know what they are buying.” – Michael Burry I sold my Microsoft ($MSFT) long at $450.31 on the earnings-related gap yesterday morning after carefully reading the complete profit report: As I have written, in a market dominated by machines and algos (that worship at the altar of price), traders/investors know everything about momentum …

Here are today’s things: * I sold out the following longs: ($AMZN) $236.89 ($GOOGL) $330.07 ($MSFT) $450.31 ($SNDK) $1156 * Added to ($MSOS) $4.04, ($TRLV) $8.02 and ($GTBIF) $6.92 Positions: Long MSOS VVL TRLV S GTBIF S

I am out of longs in SNDK ($SNDK), AMZN ($AMZN), GOOGL ($GOOGL) and MSFT ($MSFT). Positions: None.

I am long $MSFT but the quality of the earnings report had much to be desired: Position: Long MSFT (S)