u/MeowMeowTiger ·
Reddit — r/ValueInvesting
· April 30, 2026 at 17:43
· ⬆ 16 pts
· 💬 27 comments
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AI Summary
Summary
The author discusses positive earnings from four companies (including MSFT) and NVDA, noting robust AI demand and better-than-feared monetization.
Thesis: The AI bubble (if it exists) will not burst soon; tech investors should feel reassured; author sold MSFT pre-earnings but bought back after strong results, and added to XLK/QQQ.
Quality assessment: This is a reflection on earnings sentiment with explicit personal trades, not deep DD—moderate quality but actionable.
Score16
Comments27
Upvote %86%
▶ Full Post Text
Although three of the four companies reported yesterday are deep in the red today (plus NVDA), I actually feel the results are positive overall. The biggest takeaway is that AI demand is robust and AI monetization is better than many have feared, which means the AI bubble (if it is a bubble) will not burst any time soon. If you're a tech investor, you should feel better / worry less after yesterday.
I was particularly impressed by MSFT results and guidance, (i) 20M paid co-pilot users (+5M q/q), and (ii) F4Q Azure growth guided to 39%-40% y/y. Heading into yesterday I was actually mostly concerned about MSFT partly due to PTSD from NOW guidance, and sold most of my MSFT positions. I'm happy I had the opportunity to buy them back today. I also added substantially to my XLK/QQQ positions.