Microsoft earnings disproved AI trade death thesis
The host noted that a bearish thesis predicting Microsoft's earnings would signal the end of the AI trade was disproven by the company's strong results and subsequent 17% rally.
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The story so far
OPEN · 13 MENTIONS · 10 EPISODES · 5 SHOWS
29 JUL 2026 — 3 AUG 2026 · 2D AGO
11 SUPPORT · 2 REPEAT
- BLOOMBERG SURVEILLANCE
3 EPISODES BETWEEN · 3 MENTIONS
- MONETARY MATTERS WITH JACK FARLEY
- CNBC FAST MONEY
- THE OPTIONS INSIDER RADIO NETWORK
- CNBC FAST MONEY
- THE OPTIONS INSIDER RADIO NETWORK · 3 MENTIONS
- Microsoft earnings disproved AI trade death thesis · THIS IDEA
- Microsoft's generational quarter crushes expectations
- Convexity of short-dated options on big earnings moves
- WSJ WHAT'S NEWS
- CNBC FAST MONEY
- THE OPTIONS INSIDER RADIO NETWORK
- THE OPTIONS INSIDER RADIO NETWORK · 2 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD