MSFT is attempting a recovery and breakout after being oversold.

And in fact, uh, this morning, Microsoft also published their own kind of internal, uh, AI use when it comes to, uh, human intervention as well. That came out at around 9:00 a.m. Eastern time.

But um back to Microsoft. Yeah, interesting that you point out the uh code of conduct as well because I think it's a very long piece and I haven't managed to get across all of it, but the takeaway really feels like it's people over AI right now.

It's humans over the technology and I think that's sort of what they're getting at here.

Uh so I think the financials are kind of preparing for that and you are still seeing spreads between you know the the the three-month 10-year or the 210s actually still widening out which should be actually a fundamental tailwind for those financial companies uh in general as the consumer itself is still holding up for the most part.

We will get retail sales later later this week. Uh so the financials are doing uh great and then I think if you're looking at Microsoft as a whole in these software names some of them have been oversold.

Microsoft trying to kind of recover, try to break out back to the upside here.