Reddit Posts
Why so little discussion on the capability of AI models in investing subreddits? Isn't it the most important question right now?
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
44k from META since selling MSFT a month ago
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Value / Margin of Safety Stocks to Consider?
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
Nebius ($NBIS): The Catalyst Set to Explode Tonight at 18:00 ET
Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?
With most 13Fs released, here are superinvestors' top 10 buys from Q2
Made $375k CAD day trading using margin in 60 days
MSFT has accepted delivery of IREN's 50MW Horizon 1 facility
$IREN delivers first 50MW Childress Horizon 1 facility to $MSFT
First ever closed trade on moomoo, and it's a solid win thanks to Microsoft
I'm deciding to sell NASA (tema) etf for tax loss harvesting, since I made around $300 in profit so far in 6 months. Should I do it or no? Needed thoughts.
Put ~$1.17M into MSFT. 29 days later walked away +$340K. 🫡
Ban bets Nintendo to $16 EOY and MSFT to 500 (when it was at 367) guy here. Ban bet to $25 by EOY.
free tool where you can enter any S&P 500 ticker and compare its historical performance
MSFT - bought the dip June 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT hits positive net gamma exposure right now
I’m rotating around 80% of my MSFT position into META. Here’s my reasoning.
Ban bet Nintendo stock to $16 by EOY and if it hits $16 I’ll donate some switch 2s to children Hospitals
Where would you put surprise inheritance money
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
four green days, one red, and the red one is the only one i learned anything from
FOLLOW UP POST - Full Port Microsoft - Undervalued !!! 🚀📈
[LIVE Webinar, Sunday, August 2 at 11:00 AM ET] Top Stocks for August 2026 Based On Artificial Intelligence: AI's Highest Conviction Stock Picks | LIVE Forecast for NOW, MSFT, PLTR
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
There’s no way these ppl at simpler trading make money
Crazy week, what should I do with my remaining calls?
You can guess where I bought GOOGL then MSFT
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Loss porn with a profitable day to cap off the month
Gambled my girlfriends account on MSFT and paid off
New to options, so far doing okay, but I feel the big red coming one day
Me after selling my 6 mo MSFT bags for $170 profit and texting my mom that I made a killing of Microsoft stock
Revenge traded a NFLX loss into a $700,000 MSFT profit 💰
I see you out here freezin' like a bum, eatin' out the dump. MSFT the illest out the bunch. The butterfly was a caterpillar once.
Mentions
Im actually 15, and this would be my fisrt investments, i was thinking buying MSFT if it hits the 370€ price range or buying MU if it hits the 850€ price range…I know that VT is worth it if u think in a long period but i would consider buyin VT only after i turn 17-18
Depends on so much, but if you're young just go safe with 70ish% and have fun with 30ish%, maybe easy split for you would be 300 + 100 euros, 250 + 150 euros, etc Depends on the reason you want MSFT too, according to my screener MU is a far better play than MSFT at the moment, fundamentals for MU look much more favourable
Does that mean MSFT, GOOG and AAPL goes up no matter what?
I mean, I expect this to crush small cap stocks and re-route money into MSFT, GOOG, AAPL, and bonds. Which is what usually happens. But I like all the wacky predictions in WSB. Keep it up
Anyone into MSFT calls today?
Move over MSFT, a new king of dogshit is in town All hail AVGO, the new king
Ya I said in my other comment GOOG and MSFT are the only individual stocks I would agree with Reddit on
OMG, THE BUBBLE'S BURSTING! hyperscalers can't handle treasuries gaining! THEY'RE ALL BROKE NOW! MSFT $150! satya's selling 64 GB RAM sticks for $10! he can't give gb300 away! micro center is selling 5090s for msrp! oh, nm. they could not care less.
My MSFT puts are actually printing!
Holding MSFT puts RN. I fear my spirit animal is bear
Shreks for all except AMZN and MSFT. Amazin
Bought 40 MSFT $475 Sept 18 puts yesterday for $0.28 as a hedge. I doubt they print but...
Hmm, thats good. I made 32% on MSFT stock in the last 2 months or so. Would love if AVGO did that as well lol.
LMFAO AVGO feels like MSFT lately, pre market dumpster.
MSFT Red and Spy Green. This one’s real boys. Fomo into calls at open and ride a 2 percent up day all the way to Valhalla. Proud of you all!
Pump $MSFT or face the #PortAnnihilator. u/imustbegthequestion and u/Strict\_War6984.
MSFT AAPL HOOD were all up on monday I bought puts monday they printed today. You said they printed all week. Fuck off you don't trade.
also no MSFT and AAPL were both up on monday are you fucking stupid
MSFT starting a Santa rally?
Good question, and I honestly don’t know. It’s kind of a open secret at this point. During calls, analysts have even said «your biggest customer, Home Depot..» and Sally, the CEO, will just answer the question without correcting it. I’m 100% sure it is Home Depot, as you can see they reference «Global 50» and Home Depot is number 48 on that list. Likewise when they referenced a hyperscaler in the Global 20, you have three options which is AMZN, GOOGL or MSFT, where I’m 99% sure its MSFT.
Feels like MSFT the beginning of the year. If holds for long term probably fine.
Look at the P/E ratio of the Mag 7 (excluding Tesla), they are all very reasonably priced. Google and Amazon are under 20, NVDA, META and MSFT are in the mid 20's. Meanwhile Costco and Walmart ratios are 40+ in comparison. Not saying that things couldn't start dropping, but the Mag 7 make up a significant portion of the market and they are nowhere near as overvalued as what we saw in the dot com bubble.
AVGO getting that MSFT treatment from earlier this year. Holy fuck bear market sell off. -40% off its june highs
fuck you MSFT fr. i dont know why i thought investing in this pos would fucking genrate me good returns all its done is be the worst pos ever
Sick and tired of MSFT no fucking gains in over a year. shit trillion dollar companies have 0 growth left
MSFT absolutely dumping, you love to see it
It's weird though that Redditor's will simultaneously upvote posts calling AI achievements marketing, upvote posts saying LLM's just produce slop, but then say to invest in MSFT, NBIS, Micron.
Im reading the four pillars book, that one is pretty solid. But really, individual stocks are just gambles unless you know something most don’t. I would stick with ETFs or SP500, it’s genuinely difficult to beat those returns without years of experience. Put like 90-95% into those, and the rest of your portfolio just play around with individual stocks for a few years until you get good at it. Then you can start shifting to larger portions of portfolio in individual stocks. That being said though, GOOG is basically an etf itself with how many diff businesses they’re in, and MSFT looks like it has solid potential. If you really want individuals I would say start there.
The problem with your idea is if the companies capturing the value are the companies who make the models or diversified megacaps like MSFT who have the compute. Spending on cybersecurity can go up and cybersecurity companies can do poorly.
You already trimmed 10%, so another option is just gradually taking some risk off while leaving enough invested that you don't hate yourself if the thesis keeps playing out. I've been following MSFT in Moon as part of my own research and I still find the AI capex versus eventual monetization debate more important than the fact you're currently +43%.
It was over a while ago. MSFT and NOW had big gains a few weeks ago. Personally id be taking profits though, but im not an investment tycoon
My first pin was with MSFT, and it made me 15k - so not always lol
No MSFT. Go back down. Bad boy.
well, i added them up, and about 13 percent in individual stocks. MSFT INTC CSCO T have held 25 or 30 years, but got a little NVDA a couple of years ago. They are such a small part of my overall portfolio but they hold my attention when they go up a lot.
Depends which chart you are looking at. NVDA looks constructive. AMZN is a disaster. GOOGL has potential if it can hold $341. META needs to cool off and find a higher low. If it just slams into that same resistance it's been struggling and gets rejected \*AGAIN\* it's going to get slammed back hard, but that seems to be what it's trying to do today. MSFT got a hard rejection back toward the 20 day, but this looks like a good buying opportunity with low risk tbh as there's an obvious stopout at sub $495. $5 downside with \~$20 upside, and nothing really super strong to suppress it above? Sign me up.
both AAPL and MSFT are overextended. AAPL overvalued by every single possible metric while MSFT is just overextended on momentum, the trend is up but not in the short term. take notes small brain trendfollowewers
Coming out as 🌈🌈🐻🐻 Realized big old gains on my GOOG + MSFT port yesterday since there is no capital gains tax where I live, and am now sitting on a big pile of cash, waiting for reality to sink in via Warsh speech. If I am wrong and somehow its all priced in, there will be many more opportunities...right?
I got bull trapped by MSFT😢
The only thing is the AI boom. I think the economy is a one trick pony. which is why trump does not want AI to be curtailed. Ask yourself, what companies are spending money like there is no tomorrow? Is it walmart? Procter & Gamble? Coca Cola? Nope. It is AMZN, MSFT, GOOGL, META, ORCL, TSLA, Anthropic, OpenAI. What happens when they stop throwing money around?
Retired as well, I have been running the same. Put and call spreads. Like Sparky, writing 20-delta and get out 30-50%. I try to stay disciplined at 50%, but when I have 30 after only a few days, I take it. You take what the market gives you. Would you guys like to share some of the names you trade? Me: SPY, the Qs, and lately MRNA, NOW, UBER, MSFT, and NFLX.
Why are GOOG, META and MSFT not part of AI carnage? Something is very sus about this.
We gave portfolio of 5.5m - currently about 1.25m in cash (pulled back very recently and just selling low puts on indexes to get a 2-3% a month plus a few bucks of interest). 2.75m is in invested in a basket of ETFs balanced between growth and Covered call high yield funds (making about 20k a month). A small bit of individual stock including TSLA - just a few shares left from the good old days when I 10x’d precovid and paid off a house, MSFT which is a holding from when I worked there in the early 2000’s, SPCX (wife’s call but good for a fun ride so far), AMZN, and a few other small positions
Technically, it’s MSFT, AMZN, META, and GOOG giving money to NVDA and friends. The money from those 4 hyperscalers are real as their core businesses are still thriving.
which one dies first? AAPL, GOOGL, NVDA, PLTR, NFLX, HOOD, META or MSFT
Anyone else holding MSFT and GOOGL puts for tomorrow?
GOOG and MSFT calls bad idea before Wednesday?
0DTE options, what else 🙃 I only have a very small amount of capital anyway Started the day with a small gain on an SPX call, then made +200% profit on 510C MSFT calls (they went on to be 20x baggers of course, but I’m paper-handed so sold at 3x) Then lost all my gains trying to scalp SPX in the last 10 minutes (I know this is more of a gamble even than the amount of gambling I usually do, as they can lose -50% in seconds after buying, so won’t do that again for a while :D)
I used to be NVDA GOOGL MU MSFT and SMCI, swapped some around after taking gains and rechecking vals
MSFT saving my port as always. I don't even know why I'm buying anything else anymore.
guys whatever loss u incur today, u can make it back in october | Company | Expected report | Why it matters for NVDA | | --------- | --------------- | ---------------------------------------------- | | **MU** | Sep. 30 | HBM/memory demand, AI-server demand | | **INTC** | Oct. 22 | Data-center / foundry / server read-through | | **GOOGL** | Oct. 28 | AI capex + data-center spending | | **META** | Oct. 28 | **Huge AI capex signal** | | **MSFT** | Oct. 28 | Azure + AI infrastructure spending | | **AAPL** | Oct. 29 | Less direct for NVDA | | **AMZN** | Oct. 29 | **AWS capex / AI demand** | | **AMD
Surprised SKHY fwd PE only 5.6 SNDK 6.92 ORCL 16.37 despite debt But MSFT is 26.17 - so AI still making Bank
It seems like MSFT and AAPL are holding up SPY… 🤔 I’m looking foward to a little end of day pump but if NVDA decides to wake up we could see a pump unless there’s a sell off due to the FOMC meeting…. Hmm what to do what to do
Of course MSFT kept going up after I sold my calls fml
the reason for MSFT going orbital is a fucking statement ? that they won't be fucking cunts LFMAO
Me: *buys puts for once* MSFT: “today, I rise from the ashes!”
why is MSFT mooning aren't they exposed to Scam mans crimes?
MSFT at 35x is $600-620
Pretty funny to look at how insanely over-exposed I was in MSFT and CRM earlier this year… if I didn’t sell those at break even I could’ve almost retired at this point (instead I sold and bought other stuff at the top)
PLTR NFLX MSFT spiking big
MSFT decides to rip the one time I buy puts on it…
“I regret selling my MSFT calls too early” How many times can one say that, fml 😩 (exited at 505)
LOL put some respek on MSFT’s name. They’re the company most businesses trust with their data…
Somehow made money on SPX calls earlier and MSFT calls after- Started the day with $170 and at $430 now so not complaining… Only have to make $9500 more now so I can pay months of late rent 🙃
MSFT is $500, a sign of the end times. Gird your loins 😬
wtf MSFT doing. It’s fucking SaaS right, why it’s going down with the ai bros
those wondering why hyperscalers are going up ... ... they going to spend less and stop their cash bleed. MSFT first to announce, others will follow.
why is all AI aligned stock down today, but not MSFT?
I trust MSFT as much as I trust dating a bottle girl in Miami… puts it is
My ports 80/20 GOOG and MSFT. Entries at 327 and 387 respectively. Should I sell before rate hike or stay in since Mag7 could somehow be a flight to safety??
How the fuck is MSFT so fucking pinned to the 490-500 range. Do something you dumb bitch
NVDA shares are kinda tempting right now. Same p/e as MSFT but growth is wild.
Thank fuck for GOOG META and MSFT holding my port
MSFT “we got clapped in the ai race, here’s some virtue signaling”
MSFT “we got clapped in the ai race, here’s some virtue signaling”
Clearly premarket doesn't seem to think a slowdown is happening with MSFT / GOOG / META. If it really was pricing in a slowdown, those companies who make a ton from their clouds (aka renting GPU compute to those asking for a slowdown) wouldn't be up. And again, there are ~10 big Chinese companies with decent models, and millions of research papers from Chinese universities. There won't be any slowdown, just a bunch of rich clowns spreading panic.
When I see AAPL, MSFT, META, and GOOGL—all the major software stocks—green in pre-market, it tells me there’s probably no crash today. 😎
MSFT is up so you just know some ghey shit is afoot!
MSFT and GOOGL mooning
Man MSFT has positioned itself well between SAAS and AI, buying some more if it drops today.
For me it has always been about buying value for discount. At this moment one of the few is AVGO. Moderate discount MSFT and for DCA use GOOG as ETF. These companies are doubling before 2030 no Mather what is happening. They have the money and they decide when an how to profit as much as possible.
a lot of their success is already priced in. It's not like you can get in on them at $10B valuation and look forward to when they'll become giants. They are already at $2T. It's best to invest in Goog, AMZN, and MSFT who own big chunks of OpenAI and Anthropic.
betting on the mag 7 only today | Stock | Live price | Friday close | Change | | --------- | ----------: | -----------: | ---------: | | **AAPL** | **$328.91** | $332.27 | **-1.01%** | | **MSFT** | **$493.36** | $495.63 | **-0.46%** | | **NVDA** | **$214.89** | $218.29 | **-1.56%** | | **GOOGL** | **$335.62** | $338.50 | **-0.85%** | | **AMZN** | **$254.30** | $256.78 | **-0.97%** | | **META** | **$640.71** | $648.03 | **-1.13%** | | **TSLA** | **$360.66** | $365.44 | **-1.31%** |
Damn is MSFT really gonna be flat again tomorrow? I can’t remember the last time it was this pinned.
Can we go just one day without an AI apologist yelling at clouds saying "I don't care if you think I'm wrong! I'm gonna keep buying MSFT, GOOG, NVDA, SPCX, etc" You are literally that buzz lightyear meme gif where it pans out and there are rows and rows of identical buzzlightyears. It takes a special kind of insecurity to have such boisterous confidence in something you have no control over. Bordering on religious faith.
1/6 in MSFT, 1/12 in each of KLAC & LRCX. Rest is mostly diversified tech & semiconductors, with some oil, energy, rare earths, etc.
well just had my offer on a house get accepted. shoutout MSFT for contributing to my down payment
Damn a few companies lol - how many of those that you listed are moving off MSFT completely???
Damn, MSFT will never recover, everyone knows all the mega companies in Switzerland hold the business up 😭😭😭
MSFT -0.63% AAPL -0.5% GOOGL -0.3% AMZN -0.92% Why lie? Not that a bunch of children handing money over to a casino is particularly relevant.
Am I missing something or profitable business lines Meta, MSFT, Google, Amazon aren't joining Sam & Dario in the so called pause for safety? If so... It tells you everything you need to know about why the pause