This video contains an update on the Microsoft trade idea I published on 30 July 2026, the morning after the earnings beat that removed the capex overhang that had kept this stock down over 20% year-to-date. I did not get to record the original video on Friday when the first target of four $456 was hit this update covers the full journey from the July 30 entry zone all the way to where the stock is trading this morning on August 4, approaching four ninety and up over four percent on the day, with the second target of $510 now in striking distance. In this video I walk you through why the re-rating from 20 to 26 times forward earnings still has further to run, where the trailing stop now sits to protect everything already made, and what the second and extended targets are from here. Whether you trade stocks or are simply looking to understand how a post-earnings re-rating plays out in real time across multiple sessions, you will find this video interesting.