Microsoft Set for Worst Quarter Since 2008 • Hacker News Board

Re: Microsoft Set for Worst Quarter Since 2008

#11

Post by x0x0 » Sat, Mar 28, 2026, 5:24 PM UTC

rvz wrote: post #2

This is a leading indicator for what is to come after the IPOs of SpaceX, OpenAI and Anthropic this year. and it is not good.

spacex is particular is desperately searching for a bagholder. Leveraging the obvious synergies between rockets (a mediocre business), xai (a horrid business), and social media that lost more than half it's already modest revenues...

Re: Microsoft Set for Worst Quarter Since 2008

#12

Post by gedy » Sat, Mar 28, 2026, 5:26 PM UTC

vrganj wrote: post #3

If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?

You can go all cash so not risking leverage via shorts, etc. But a lot of folks think that's dumb. I feel better being in cash right now as the mental stress of big loses in middle age is not worth the missed gains if I'm wrong. To each their own.

Re: Microsoft Set for Worst Quarter Since 2008

#13

Post by whobre » Sat, Mar 28, 2026, 5:31 PM UTC

In stock price, no the earnings

Re: Microsoft Set for Worst Quarter Since 2008

#14

Post by VirusNewbie » Sat, Mar 28, 2026, 5:35 PM UTC

Microsoft is one of the least likely large companies to benefit from an AI boom. They don’t have the capacity to support OpenAI and their own foundational models, they aren’t providing a compelling story for wrapping OpenAI, windows continues to suck…

OpenAI signed an agreement with GCP , that should say a lot.

Re: Microsoft Set for Worst Quarter Since 2008

#15

Post by chistev » Sat, Mar 28, 2026, 5:37 PM UTC

vrganj wrote: post #3

If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?

If everyone (most people) think the same, shouldn't you do the opposite?

Be fearful when others are greedy, and greedy when others are fearful. Etc.

Re: Microsoft Set for Worst Quarter Since 2008

#16

Post by vrganj » Sat, Mar 28, 2026, 6:02 PM UTC

chistev wrote: post #15

vrganj wrote: post #3

If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?

If everyone (most people) think the same, shouldn't you do the opposite? Be fearful when others are greedy, and greedy when others are fearful. Etc.

That might be the case if the market was completely abstract and removed from ground truths.

My feelings about these things don't come from markets.

Re: Microsoft Set for Worst Quarter Since 2008

#17

Post by VohuMana » Sat, Mar 28, 2026, 6:12 PM UTC

vrganj wrote: post #3

If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?

The advice I have heard is if you think there will be a significant drop in the market you liquidate all your holdings while they are still high and then rebuy when the price is low. Granted this is a gamble though, if you’re wrong then you just sold all your stock and are no longer participating in the market plus you need to pay capital gains tax

Re: Microsoft Set for Worst Quarter Since 2008

#18

Post by chris_money202 » Sat, Mar 28, 2026, 6:13 PM UTC

VirusNewbie wrote: post #14

Microsoft is one of the least likely large companies to benefit from an AI boom. They don’t have the capacity to support OpenAI and their own foundational models, they aren’t providing a compelling story for wrapping OpenAI, windows continues to suck… OpenAI signed an agreement with GCP , that should say a lot.

Once we are able to run language models on any consumer hardware with good T/s Windows will become an absolute powerhouse just like it did in gaming with DirectX. Any application will be able to be AI infused and the API to do so will be consistent and free to the business offering it.

Re: Microsoft Set for Worst Quarter Since 2008

#19

Post by testing22321 » Sat, Mar 28, 2026, 6:18 PM UTC

gedy wrote: post #12

vrganj wrote: post #3

If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?

You can go all cash so not risking leverage via shorts, etc. But a lot of folks think that's dumb. I feel better being in cash right now as the mental stress of big loses in middle age is not worth the missed gains if I'm wrong. To each their own.

You don’t think the US dollar will take a dive along with US stocks?

Re: Microsoft Set for Worst Quarter Since 2008

#20

Post by dehrmann » Sat, Mar 28, 2026, 6:20 PM UTC

vrganj wrote: post #3

If one were to think a major stock market crash was coming up, led by the AI bubble bursting, but reinforced by the major self-own that is the Iran war, how would one best prepare ones investments?

Either you need the cash now and are already in short-term treasuries or you're it it for the long-term and you'll be laughing at this question when the Dow hits 100k.