I don’t know how else to explain it to you. Microsoft is doing well on paper
These unprofitable divisions? This is the result of the layoffs. This is what happens when you stop doing the thing, and you start living in speculation land
Azure is a mess propped up by AI. The numbers don’t account for shuffling money around. It’s related to why every Microsoft product has ai shoved into it
And I’m keep bringing up gaming because their gaming division is the most egregious example of what I’m talking about. They’re the third largest game publisher, and they’ve played a huge part killing AAA gaming. And in doing so, they’ve killed their own revenue stream
You explained it quite well, I just didn’t think you were serious.
Let’s go back to my original question. A company that’s dismantling itself for a quarterly profit. Obviously Microsoft doesn’t fit since they are doing it for many years now and are still going strong even if just on paper like you say.
So according to your analysis when will it be dismantled? Will they go down in 3 months as a punishment for the latest quarterly profit? Maybe a year? 5 years? Will it happen in this century?
It’s going to come to head in the next 5 years. Before 2030 for sure. Maybe even next year. Depends on how quickly the collapse happens - my bet is on painfully slow. Just an inevitable reality, slowly playing out year over year
We’re in a bubble. Obviously. Pay attention. The speculation doesn’t line up with reality. Eventually, it will reconcile with reality
I don’t know how else to explain it to you. Microsoft is doing well on paper
These unprofitable divisions? This is the result of the layoffs. This is what happens when you stop doing the thing, and you start living in speculation land
Azure is a mess propped up by AI. The numbers don’t account for shuffling money around. It’s related to why every Microsoft product has ai shoved into it
And I’m keep bringing up gaming because their gaming division is the most egregious example of what I’m talking about. They’re the third largest game publisher, and they’ve played a huge part killing AAA gaming. And in doing so, they’ve killed their own revenue stream
You explained it quite well, I just didn’t think you were serious.
Let’s go back to my original question. A company that’s dismantling itself for a quarterly profit. Obviously Microsoft doesn’t fit since they are doing it for many years now and are still going strong even if just on paper like you say.
So according to your analysis when will it be dismantled? Will they go down in 3 months as a punishment for the latest quarterly profit? Maybe a year? 5 years? Will it happen in this century?
It’s going to come to head in the next 5 years. Before 2030 for sure. Maybe even next year. Depends on how quickly the collapse happens - my bet is on painfully slow. Just an inevitable reality, slowly playing out year over year
We’re in a bubble. Obviously. Pay attention. The speculation doesn’t line up with reality. Eventually, it will reconcile with reality
That’s great news. Will be waiting for it.