Reddit Posts
New midweek expiration dates getting approved by regulators
Holographic/VR/AR Industry Development Weekly Report, Week 23
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??
OpenAI confidentially files IPO paperwork
I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?
AI bubble to pop soon because of SpaceX IPO?
Meta weighs big equity raising after blockbuster Google deal
Comparing Cash Flow Valuations Across Leading Tech Giants
Big Bucks, Bigger Bets: Who’s Winning the AI Money Pit?
Need this MSFT call to go well. Broadcom has ripped me
Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
AMD’s price has massively detached from forward earnings expectations
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$NVDA and $MSFT have great moves coming forward
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
The SaaSpocalypse is over - 50k+ in gains on SaaS Names
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
Held MSFT, wonder how much I can squeeze out of this. The itch to sell is real.
SaaSpocalypse > SaaSdemption - back to ATHs? Including MSFT
Beyond the Hype: My "AI Meets Atoms" speculative basket
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Where's that college kid who bet MSFT would be at 450 in august
I am sorry about my previous dd calling the top: I was wrong. But there is more to the story
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
Ultimate DD: MSFT is the best stock in the word because they OWN ALL OF YOU
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
MSFT + RDDT: THE BOUNCE IS BACK, REGARDS
Guess the point where I enabled margin and started playing with options. 🤔
Many of you wanted to know my next move: You should probably short META
It’s SO fair! I LOVE you all I LOVE you all!
Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
It’s not fair! I HATE you all I hate you all!
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Can someone explain the investment thesis behind space stocks?
MSFT will make bank off of OpenAi IPO. Simple math
Experiment to explain regards to stop losing money on earning bets using weeklies
MSFT looking attractive after this overreaction selloff
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
Why the app you’re using should be a stock you own ($RDDT)
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Back to back days of huge volume in MSFT after hours…
AAPL at $302, 36.6x P/E. Can AI justify the premium?
This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?
big tech's $350B AI capex is returning about 18 cents on the dollar
I have been buying up MSFT and NOW for the past 2 weeks. Microsoft sitting at such a low PE was crazy
I tracked recent Congress stock trades - here are the most actively bought stocks this month
Fired my old fart financial advisor, stopped swing trading, started taking profits, started buying the dip (PT. 2)
Tech strength today looks concentrated in semis and mega caps
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Pigeons are pooping right $NOW and $MSFT won’t allow red days or red meat
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mentions
I think we may really have seen MSFT have its Cisco moment
MSFT puts, infinite money glitch
Bro is looking indirect reasons to get involved in the AI era (first MSFT then Samsung) while saving face on his AI shorts. Anyway wen MU to $1600?
lmao im never touching MSFT again. fuck that stock
Inverted hammer on MSFT 1M chart It's almost time https://preview.redd.it/4mna6vp7pm6h1.jpeg?width=899&format=pjpg&auto=webp&s=db917854abbd0edf2b0c93acdf035b9965d23af7
It is not confirmed until MSFT turns red. Then we really pump
MSFT will be red again, for sure
Answer me bitch! I know that MSFT is the worst company on Earth, but the Xbox division does print money
MSFT has been getting mogged by SPY since the covid era highs.
Idk META GOOG MSFT cheap and bleeding fcf but semis and infra like crdo nbis etc are so over extended man
MSFT green, the world is doomed
6x? Since they don't make profit yet, let's take the Price to Sales Ratio. About 90. NVDA? 19 MSFT? 10 GOOGL? 11 Airbus? 2 The only company in the same "area" as SpaceX would be is Palantir, but they have a huge profit margin and possibly overpriced, long-term contracts in slow-moving governments. SpaceX doesn't make a profit yet and probably won't anytime soon the way they are being managed.
Anyone joining the discord group ‘MSFT friends’? Don’t know too much how these things work
QQQ down 7% = MSFT down 7% QQQ up 1.1% ÷ MSFT up .19% This is not equivalent exchange
I'm so sick of MSFT lately. Every little thing just tanks it more and more
MSFT drop below 400 again today … I’ve seen enough red for year this week.
On the same boat! MSFT DEC’26 and MAR’27 calls/leaps were at 200% (30k gain +-), I’m now at 20% and probably soon to be negative. To top it off, I actually took some minor profits and bought stocks right before the sell off.
U still have good money. Dont average.. buy a stock like $avgo or $meta/$MSFT and patiently wait
MSFT may announce a stock dilution soon. Be aware!
No, not all of that is true for Amazon. Amazoms custom chip strategy is better than MSFT Maia and META MTIA, but it is far worse than Google’s TPU which is a true competitor to Nvidia on bleeding edge of ai chip. Amazon also does not have a contending application layer play. In the scenario you talk about (the labs imploding), that would mean their apps are not dominant nor have a chance to be. also far more likely MSFT gets OpenAI, and GOOG gets Anthropic (just base on TPU deals and also that GOOG is a legit AI company full stack). GOOG and AMZN both own huge pieces of ant so it might be a showdown for who gets it tho.
Just timing for MSFT, the market momentum shifts have not served them well lately. I think they'll be totally fine unless I missed something in my research. I also hold some Meta but I have little hope for a turnaround there until 2029/2030. I can see it continuing its heavy drop toward $400 and below.
Poor MSFT getting dragged down by Macro now. The stock can't win. As for timing it's tough. I don't see how this war has any chance of ending before July earnings, so likely we're going to see losses through October or November and that earnings season could bring us back up.
All that pump and MSFT still under $400. GTFO
You all know, with how much hate MSFT is getting, it’s going to be the poster child in about 6 months AMD 2.0
MSFT green in AH, bottom is in
Can’t stop and won’t stop buying MSFT
Finally made a decent amount from rocketlab and asts sold at the top of both,bought into MU, Nbis, GOOG, MSFT, APPL and a week later this shit happened, I even told myself I'd wait for a crash, nope couldn't ficking wait, the impatient asshole I am.
Hey MSFT can you copy what SPY is doing right now?
When buying individual stocks, your aim is to beat the market (SP500). Or otherise, if you can't beat the index, you should just be buying it. Value stocks typically don't beat the market, and at best pace it. It's your high growth companies that carry the index up. You are looking at growth as percentages, not as nominal numbers. So you can have "high growth" in megacaps all the way down to small caps. Most consistent pattern I have seen for long term beating the index is consistent top and bottom line growth. Take MSFT for example. If you look back at past 10 years, have increased top and bottom line in each and every year. Two other stocks that I've owned long term that almost pass that test are AMZN and MA. But a little slip up is okay, as long as it's not a pattern (AMZN bad investment in RIVN and MA was impacted by the pandemic). Now to be able to perform this well, companies typically need a moat of some sort. So aside from just the financial numbers, you want know about how the business operates, what advantages it has over others, can it retain this advantage, and what the risks. There is no such thing as a "value" stock. Stocks that have lower finanical metrics typically are lower across the board in all metrics. Would you invest in a company that is growing revenue at 30-40% that has 1/4 the size of revenue and higher margin versus a company that has flat revenue, and can only squeeze more profit by efficiency gains? One of them has a lot more potential than the other. And one of them matches the average profile of the index - in which case you're safer buying the index.
Everyone on reddit is a dick with sarcastic replies, as if they were never once new investors, so I'll try to give you a straight answer. This happens. Markets go up and down. Microsoft is a great company. It's not going anywhere. Chances are in 5 years, it'll be much higher than it is today. Problem is, you need to be able to stomach the ups and downs. If you can't, just buy an index fund like VOO. But, if I were you, I would hold this position, and start building a new position in something like VOO and not look at or touch MSFT for 5 years. If you can't, then just sell, cut your loses, and take the $4000 loss as a hard lesson learned that single stock investing isnt for you.
You will be fine. You've bought below the 400 day moving average. Unless you are worried MSFT will go bust (and it isn't) - you will be fine.
MSFT bag holders, when will you release your bags and free yourselves ?
Bought 305 shares @ $413, I cash in on MSFT volatility pretty often, but if I miss the mark (like I did this week) and the stock goes lower than expected, I check back once a week and just watch what it does. Sometimes I average down if I have cash available. Dude the only reason I would ever exit a position in the red would be if there was another opportunity that I was ABSOLUTELY sure would not only cover my losses but make a profit as well, and how many of those opportunities are you really that sure on? If none of that helps then think about this, there are a lot more people who are smarter, and paid much more money that depend on MSFT performing well, you aren’t the only one 😂
Oh so MSFT can go lower 🤣😭 Just file for bankruptcy at this point
You bought it with the long term intent and are letting short term noise dictate your emotions. Nothing has changed about MSFT’s fundamentals so why are you worried? Delete the app and come back in a year or better yet buy more at a discount! If you liked it at $420 you should be loving it at these prices!
Don’t let that MSFT pop just now fool you; that was me being assigned shares at $410
The only thing promised about tomorrow, is MSFT closing red
!banbet MSFT 650 dollar dec 2028
MSFT does not discriminate fking bers and buls
Welp my MSFT puts might not print 🥲🥲🥲
In the last couple of months we had a big handful of stocks doing 200%+ and now nobody wants to own a MSFT, APPL, GOOG, doing 15% a year because "they're spending too much on AI", like thats a bad thing.
MSFT trading at the same level it was at in Jan 2024 LMAO!
I think more for AWS, MSFT cloud, CRM
MSFT has entered the chat
Until the AI cap ex hyperscalers run out of cash, I prefer to bet on $EWY (Samsung, SK Hynix) over the Mag 7. I would rather own $SOXX over every company listed above as well. But since we get a choice in the markets, I'll buy the Korean stocks trading at half the valuations than the $SOXX stocks. Now once $META, $GOOGL, $MSFT, or $AMZN announce a cut to cap ex spending then the AI circle jerk bubble is over and the 5 AI hyperscalers you listed above become buys again. But it's always a better bet to buy the stocks receiving more cash than God over owning the stocks spending more cash than God.
I got some puts in MSFT and SMCI other than that I’m cash 🙏🙏
Oracle plans to do a stock dilution. Google --> Meta --> Oracle --> MSFT next?
ORCL better see huge ROI soon. Despite their huge capex, the other hyperscalers still have sound balance sheets (it's normal to have slight net debt position) and manageable cash flows given that this is close to peak capex. ORCL sticks out like a sore thumb here: | Company | Net Cash | FCF (TTM) | |:--|:--|:--| | GOOGL | +$36.36B | +$64.43B | | MSFT | +$21.31B | +$72.92B | | AMZN | (-$66.80B) | (-$2.47B) | | META | (-$5.59B) | +$48.25B | | ORCL | (-$124.30B) | (-$23.69B) |
Jesus Christ, they better see huge ROI soon. Despite their huge capex, the other hyperscalers still have sound balance sheets (it's normal to have slight net debt position) and manageable cash flows given that this is close to peak capex. ORCL sticks out like a sore thumb here: | Company | Net Cash | FCF (TTM) | | GOOGL | +$36.36B | +$64.43B | | MSFT | +$21.31B | +$72.92B | | AMZN | (-$66.80B | (-$2.47B) | | META | (-$5.59B) | +$48.25B | | ORCL | (-$124.30B) | (-$23.69B) |
Some of u may not know. MSFT is fking shit
Why does WMT & COST have a 40+ p/e, double the P/E of MSFT and other tech giants who are literally poised to take over the world? Are we pricing in an apocalypse where computers cease to exist and we go back to a bartering society? Or is this just market pressure so institutions can load up before we go full blown AI dominated world?
ORCL with a great beat, but raising capex via equity offering and debt. So demand is there, but now Google has set precedent with diulating shares to raise capital. Possible we see MSFT, AMZN, and META doing the samething during their ER next month.
Sold my MSFT for GLD Watch Msft moon now
NVDA under 200 MSFT under 400... Truly the end of times
Just bought back a MSFT leap I sold a couple weeks ago for a big profit. Am I retarded? You bet I am.
MSFT is on its 10 consecutive red day lol
If ORCL drills, it’s going to take MSFT down with it
60 drop for MSFT in a week. Wow
Ah yes let's throw another -.30% drop on MSFT in 90 seconds why the fuck not
Carrying my heavy MSFT bags just makes me stronger (Pls V)
I would like to sell my MSFT shares. Any buyer here?
Yeah literally the second we ticked over to June the machinegun fire started getting unloaded into MSFT's chart
Honestly...I never thought it would be MSFT and GOOGL that kills me.
man I thought we were in a bubble but there's no bubble when forward PEs of Google/MSFT are are like 25/20.
My portfolio became red YTD so I totally missed the Iran war dip thanks to MSFT. Mega cap stock my ass. Fucking trash
This morning, some people unironically thought MSFT could have a green day.
MSFT bros, give it up. Come join us in Apple.
ORCL goes down. MSFT goes down ORCL goes up. MSFT goes down
MSFT why are you doing this to me 🤬🤬🤬🤬🤬🤬🤬🤬
MSFT saw the dump and got fomo
Ok sold a MSFT call for a GOOG call so watch GOOG fall even more now sorry y'all
Why doesn’t META get as much shit as MSFT?
Sixk of MSFT dragging rhe markets down with it...
I’m gonna do something really fucking stupid if MSFT keeps dropping
Every news "MSFT stock slips" yeah no shit
NVDA > MSFT > GOOGL > NBIS > MRVL > ORCL > MU > HPE > Everything Else if you are just looking at tech.
Apart from Memory and Ai infrastructure market has been weak vs fundamentals its not that strong a bull even before last week it should have been just getting started. Look at Nvidia all time and vs earnings same with Meta MSFT ect. Only reason Tech indexes went up alot was because they were retard low levels in late March so its abit anomalous using late march to June run as a bull market. Good thing is this pullback is good for more upside and higher prices than ATHS on alot of tech stocks.
Just dumped all my MSFT and META, buying back in when they are 20% lower. These pieces of shit won't be going up this month
Chat do I add a MSFT leap here? 🤔
If you were not part of the bull run you should not be part of the pullback. Looking at you MSFT and META
Okay that is it for me. Bought more 6 month out calls for GOOGL, MSFT and AMZN. I will come back in a week after vacation. Hopefully I am not homeless when I get back.
#Microsoft is only down -0.7% which is basically green for MSFT LMAO🤌
MSFT yearns for the red 🟥
Very cool dropping -9.65% in 10 mins MSFT!!!
For once MSFT not being trash
I don't understand the stock market at all. Trying to predict how much money a company will make? But why? Who cares if GOOG makes more money than MSFT and why should that affect the stock price? This would only matter if every stock traded at the same multiple and metrics but they don't. What makes a stock more valuable than another is just what the next retard will pay you for it
Me: Damn, MSFT, I need +5% day from you to breakeven on my calls. MSFT: What do you mean, I can't even stay green!
Sick me too on IBM, MSFT, HPE and Palo Alto all down 30-40% lol
Can't believe they wont let MSFT go green... that's so mean!
I lost money on MSFT. Then I lost money on META, now I'm nuking my port with poorly timed GOOGL calls. I'm the king of the bag 7 apparently
Lets go MegaHard, your time to shine MSFT
How about MSFT …. It’s down 20% in a month
MSFT AUG CALLS (post July earnings) You’re welcome.