Reddit Posts
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
Holographic/VR/AR Industry Development Weekly Report, Week 20
Everyone thinks $GOOGL is over valued. Does it mean it’s still under valued?
OpenAI IPO at ~$1T: Microsoft turned $13B into $228B. Now the real question is whether they hold, trim, or quietly watch their moat erode.
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Cerebras's $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.
My regardedness has earned me my first WSB post
🚀 MSFT Is Not Just Winning AI — It Is Unlocking a Robust, Multifaceted, Paradigm-Shifting Tapestry of Generational Alpha 🚀
MSFT: Is Microsoft’s AI dominance already inevitable? Looking for the bear case against this data.
Late starter..has that tech ship already sailed? Amd, MSFT, VOO?
CEREBRAS IPO 14th MAY’26 . Priced at ~ $150-$160/share.
Too Concentrated or just stupid? Microsoft
Robinhood is missing out by not offering 0DTE parlays
Every big tech is green from the beginning of the year, except MSFT. And it crushed earnings twice this year. I just don't understand.
Tracked my buys this year. Am I setting up for underperformance?
NBIS Q1 earnings Tuesday - I have been deep in this name for months
Is there a reason Qualcomm went from 125 to 220 in a week? No one uses them for AI, edge computing, soon Apple will not use their modems
Rate my Portfolio - invest and forget portfolio until 01-Jan-2027
You don't have to make up losses from the stock that caused them
DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle
Sold my MSFT calls because it started to inverse QQQ too much. Not a good sign.
Verified my portfolio app's math manually — $57.9K US portfolio, +25.7% — here's the full breakdown
Verified my portfolio app's math manually — $57.9K US portfolio, +25.7% — here's the full breakdown
$NGTF - UP almost 6% @$0.0296 on 452k volume. Nice Red to Green move, let's see it continue... The company is focused on becoming an innovative leader in the robotics segment.
Reddit Ticker Mentions MAY.04.2026 - $NVDA, $AMD, $SOUN, $MSFT, $SNDK, $SPY, $VOO, $XRX, $RDDT
Is Alphabet (GOOGL) the strongest company in the world?
How much Microsoft (MSFT) are you actually holding?
Mentions
This. MSFT are now in IBM phase
Down 110k$ on the day 💀 MSFT puts not good
Also people who "yolo" into one or two stocks, or who refuse to take profits are going to get screwed eventually. I got lucky with Micron - I knew about it from working in tech, bought it last year because I was creating a thematic grouping of semiconductor stocks in my portfolio. I initially figured it would be a short 6 month hold due to the cyclicality. I've made a great % return, but I built my position over time as the thesis evolved and my conviction grew. But I have rules about the max % of my portfolio I will invest in any one stock, and the max $ amounts I will put into new positions. I am not a millionaire (working on it), but I am grateful for my good luck on MU timing and am now taking my profits and rolling those dollars into GOOGL, MSFT, AMZN, LLY, etc... things that won't see parabolic growth but will hopefully still give good returns over the next few years.
Worst kept secret. MSFT and few others have been hinting it for months
MSFT has been dead money all year while *literally* everything else in their sector mooned. I’m still a holder but every time I need dry powder I feel like dumping it.
Sorry, you can't be a big loser with MSFT, not in the long term. Won't happen. Well, unless you short it.
MSFT $500 by end of next week
I keep thinking about this recently and it’s important to keep ourselves in check. I’ve made then lost 100k in the last 2 months and the FOMO is eating at me bad about why didn’t I just go long on something and be a millionaire like these other people. Everything that’s blowing up right now, i gambled too early, SOXL, MU, SNDK, DELL, ORCL, and MSFT. It’s a crazy bull market for 8 weeks straight now really but trying to recreate other people’s wins is how I ended up losing big too. Just gotta be patient I guess
Yeah MSFT boutta be a 7 bagger for me in a couple weeks.
If you look at the history of these stocks you can see that they have periods where the go up significantly but then come down. It looks MSFT roughly 16+ years to reach its dot-com peak after the bust. Memory chips and data servers are cyclical, they are just in a super cycle now because of AI demand.
MSFT moves backwards to the broader tech market, it's a strange stock
Wait until people realize that it went up due to the forced cloud PC, which will only accelerate EU's effort and consumers to move away from MSFT. This forced adoption will create MSFT's emerging rivals.
Do you honestly believe in any of those companies? MSFT and META are huge but to a consumer they are definitely not setting the world on fire. Spotify and Netflix... basically slowly increasing their subs until they push everyone away. As for your fun stocks you and I have very different ideas of fun...
MSFT carried my port today.
MSFT finally used goo gone after stepping in some sht and getting stuck when this tech rally started
This MSFT pop is just the beginning. 500 by Labor Day
I just want to let everyone know, I sold all positions I had on MSFT three days ago after holding them for months. This is why it moved. Thank you.
There’s a MSFT x2 etf? Damn, of course there is. Hell yeah!
Jensen will be talking at COMPUTEX Sunday eastern time, and MSFT tweeted a new era of computation after market close today. It’s going to rip on Monday at open.
Imagine thinking MSFT wouldn’t just crash on Monday
You guys ready for a MSFT +20% day on Monday?
> MSFT un-retired Three Mile Island AMZN bought a datacenter bolted to Talen's nuclear plant GOOG signed with Kairos for small modular reactors This shouldn’t be presented as if the Iran situation led to all these events. All three of those deals are from 2024.
ain't much better than watching your MSFT calls shoot the moon while you're golfing
I'm truly retarded. I need NOW at $140, HPE at $47, HOOD at $100 and MSFT at $460 by next week or I'm screwed. LMAO what is wrong with me
just noticed MSFT is up 5% wtf happened?
I mean a lot of the thesis was originally predicated on AGI becoming self-learning and creating exponential growth. Now, the thesis is "company x will pay $50 a head per month" for what is effectively just another type of software. I'm very aware that AI is not limited to chatbots, but the underlying arguments for why this growth isn't cyclical are both being dropped as it becomes more absurd, or will take longer to play out than anyone can know. $200B capex by GOOGLE and MSFT this year alone? Unless they are planning to spend more next year, how is that not cyclical?
Rip… well I added MSFT 460 calls exp 6/5 and Hood 100 calls exp 6/5 those should print
Are you kidding? Wsb degeneracy is the source of buying opportunities lol. For weeks everyone clowning on MSFT was thé most bullish signal. All these dumbasses will hold the bag at the top one day.
I was actually looking at Uranium last night but decided against it. Anyway, I had Claude review your DD: I have enough. Here's my read. The macro skeleton is real, but the DD is doing the classic WSB thing: stapling true facts to a conclusion they don't actually support, and slipping in at least one number that's wrong. **What checks out:** * The Iran war and Hormuz disruption are real. As of late May, commercial transit through the strait had collapsed roughly 94% versus the pre-conflict baseline, though it's a "permission-based" / restructured regime rather than a clean closure, and there's a fragile post-April ceasefire. [Windward](https://windward.ai/blog/three-months-into-operation-epic-fury/) * The SPR numbers are basically accurate. A record 9.9 million barrels were shipped out of the SPR in one week, pushing the total to about 374 million barrels, its lowest since July 2024. The "10M/week" and "374M, two-year low" claims are legit. The "3-5 months to legal minimum" extrapolation is naive (drawdown rates aren't constant), but directionally the buffer is thin. [Pipeline and Gas Journal](https://pgjonline.com/news/2026/may/massive-spr-oil-release-drains-us-emergency-crude-stockpile-to-two-year-low) * The hyperscaler nuclear deals (MSFT/TMI, AMZN/Talen, GOOG/Kairos) are real and predate the war. * Structural supply story is real: Kazatomprom guidance issues, Russian enrichment dominance + import ban, decade-plus mine lead times. **What's wrong or oversold:** * **The central premise is the weakest link.** "Hormuz closed → uranium pumps" doesn't survive contact with the actual price action. Spot U3O8 started 2026 just over $80, hit $101.41 on January 29, then sold off to $85.50 by February 5 — and the war in Feb/March pushed it *down*, not up, as investors fled to safe-haven assets, ending Q1 around $83.90. So the exact catalyst the DD is built on (Iran war) historically coincided with uranium *falling*. That's the opposite of the thesis. [Investing News Network](https://investingnews.com/uranium-forecast/) * **"Run from $20 to $100" is misleading framing.** The $20 bottom was \~2016. Spot was range-bound between roughly $63 and $83 for most of 2025 and was "dead flat" on the year. Spot is currently mid-$80s, not consolidating fresh off a $100 breakout. [nasdaq](https://www.nasdaq.com/articles/uranium-price-update-q1-2025-review) * Oil and uranium don't substitute. Oil is \~zero US power generation; it's transport. A Hormuz oil shock doesn't directly bid uranium — the DD hand-waves "when gas-fired generation gets squeezed," but a closed strait doesn't squeeze US natural gas (the US is a net gas exporter). The energy-security narrative for nuclear is real but it's slow-moving utility/policy demand, not a war-driven spot spike. **The actual bull case** (which the DD buries) is the better one: long-term contract prices have been grinding up — from about $80 to $86 — and sit $8-10 above spot, with utilities under-contracted. That's a structural, multi-year re-rating story. It's just not the "Hormuz closed, yellowcake szn, buy calls" trade the post is selling. [nasdaq](https://www.nasdaq.com/articles/uranium-price-update-q1-2025-review) Net: the facts are mostly real, the narrative is a non-sequitur. It reads like someone who is correctly long-term bullish on uranium reverse-engineered an urgent catalyst out of an unrelated oil crisis to justify near-term options. Treat the structural thesis seriously; treat the "nobody is pricing this in" urgency and the implied spot-price spike skeptically. Not financial advice, and I'm not your financial advisor — but if you want, I can pull the current CCJ/DNN/UUUU valuations and contract-book details to pressure-test the equity-specific claims.
My MSFT holdings are good today but GOOG is in the red. Net zero
Yep MSFT calls went from 0.20 to 1.5s in the last 30min big week next week
If that stock is MSFT then good job
Were those MSFT and NVDA pumps because of the company twitter accounts vagueposting about cloud computing devices
It hit that off of OpenAI hype, which has been actively dragging it down. We'd need an earnings pump to hit 550 IMO and what's more likely to happen is another earnings dump on yet more capex increases after a very strong earnings run uo brong us to 500, maybe 510. Although MSFT has been visibly cutting costs so maybe they'll find a way to dodge criticism this time. I'm skeptical though. Understand that the reason the market rerated MSFT down is because it is effectively going from a low spend, high margin software business into a high capex, spend heavy infrastructure cloud business that has inherently worse returns, similar to a telecom company. On top of software disruption and having picked the worst horse in the AI race, even after distancing themselves. I don't necessarily agree with all or even any of this from a fundamentals standpoint but it's the reason for the rerate downwards and that narrative needs to be overturned for a rerate upwards.
Crazy how people can name everything wrong with MSFT and not realize that yet… everyone still uses it.
Only mf to be winning from MSFT rn
Insane MSFT run there. 414 to 450 in 3 days. Will It hold 🫣
60% of my port is MSFT and TTWO. itwasagoodday.gif
It might affect NVDA and MSFT on Monday 📈
It hit 550 in October, since then MSFT has tremendously grown, at the fastest rate they’ve ever been
$MSFT, $ARM, $TSM. Free money. Buy it now or I’ll fucking beat you up
GOOGL was effectively flat from Aug/2021 to Apr/2025 ($144 to $145.60 in 3.75 years) before taking off ($145.60 to $400 in 9 months) Is MSFT a 4 year bagholder or on the verge of taking off?
MSFT BREAK OUT DONT CRY WHEN IT HITS 550 next week
I feel like META and MSFT have so much more left in the tank. Expecting at least a gain of 30%
I did.. I had DELL, RDDT and MSFT calls
MSFT going to 500 and then 550 is LONG OVERDUE. The stock should’ve never been this low to begin with.
Degens who have been bitching about $MSFT for the last week or two, happy now?
Sold my NOW and MSFT calls yesterday for 10k, missed out on at least 30 today. Damn.
I hate every day I work with Microsoft tools. MSFT and Oracle are examples of dinosaurs still able to take in money.
Up a clean 4k mostly in last 10 min on MSFT calls today. Dumped 1/3 of the calls at close to let it ride. Been seeing posts complaint about microsolop for the past month while I diamond hands terrible entry Dram calls. Feels good to finally get in on a pump
Was denkst du wird denn Umsatz und den Gewinn von MSFT hoch treiben? /was ist der bull case? Oder meinst du, die sind jetzt einfach sehr unterbewertet? Bei Alphabet und auch bei Micron habe ich vor einiger Zeit investiert und war sehr überzeugt. Bei Microsoft bin ich etwas unsicher, wo die ihre Position massiv ausbauen könnten.
They prob got tired of being bored by META and MSFT and decided to give in to the AI meme stocks
no fucking clue, whales/insiders moving to MSFT or MU again
[https://x.com/markflowchatter/status/2059637253240913982](https://x.com/markflowchatter/status/2059637253240913982) Friday’s MSCI rebalance will be the largest ever, with a \~$303bn overall trade. Notable tech rebals include: [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click) (largest trade notionally of \~$11b to sell, net index supply of almost 50mn shares) [$AAPL](https://x.com/search?q=%24AAPL&src=cashtag_click) big large buy \~$3.1b, net demand 10.5m shares) and [$MSFT](https://x.com/search?q=%24MSFT&src=cashtag_click) (big large buy of $2.9b, net demand 7m shares). [$INTC](https://x.com/search?q=%24INTC&src=cashtag_click) should be net index supply of 31.9m shares JPM DESK WELLS DESK
Funds are end of month rebalancing. They dumped some tech, Google/NVDA/INTC. Bought some infrastructure and MSFT among other SAAS.
MSFT Sept calls went from -85% to -25% 🤞
always trusted in MSFT
Matker Manipulators got themselves some cheap NVDA calls and cheap MSFT puts for next week
# they will hike LMAO🤌 also today MSFT is finally not bankrupt!!
Heavy selling at the end of the day. Heavy buying on MSFT
Can somebody pls explain why NVDA was green all day and somehow mysteriously ends up red -1.5% Also wtf was the MSFT closing candle?
Friday's MSCI rebalance will be the largest ever, with a ~$303bn overall trade. Notable tech rebals include: $NVDA (largest trade notionally of ~$11b to sell, net index supply of almost 50mn shares) $AAPL big large buy ~$3.1b, net demand 10.5m shares) and $MSFT (big large buy of $2.9b, net demand 7m shares). $INTC should be net index supply of 31.9m shares JPM DESK WELLS DESK
Attempted multiple times to purchase MSFT calls on fidelity before that surge and was blocked each time. They fucking suck
Selling Nvidia buying MSFT is my only guess end of month.
Someone please explain this MSFT action like I’m 5 years old
MSFT possibly beginning to make me feel I'm slightly less regarded than I initially suspected
MSFT heard people talking shit about it all week and chose violence today
I see MSFT and NVDA both had a power hour. I wonder what happened.
SOFI, HOOD, and MSFT up... what kind of eod is this?
MSFT is bringing back an AI Clippy, expect 600 next week
I sold my $500s for a nice 100% gain at close. So probably US announcing they're taking a stake in MSFT on Monday...
Alright guys MSFT has had its one green day for the decade. Come back in ten years for the next 3% pump
MSFT's chart looks almost like the inverse to NVDA's end of the day. Very odd.
Lost 70% port today from MSFT puts 😂 I feels
I shouldn’t have paper handed my MSFT calls today LMAO
MSFT you beautiful bastard!
I made this comment exactly 1 minute before MSFT spiked. I purchased MSFT 700C 12/18 calls in January, it went down over 80%. I doubled down. For the last 4 months I have been opening up my port and losing a year each time off my life. NOW I HAVE GAINED ALL THOSE YEARS BACK. MSFT WILL GO TO $600 BY MID JUNE. https://www.reddit.com/r/wallstreetbets/s/ApzYbAcINv
Trump tweeted about buying MSFT office
MSFT finally started raising like a week after I sold my call for a month so I lost a lot. This is fucking pathetic, what a pos stock
That MSFT candle blew my dick clean off
I made $5K on MSFT when I could have made $15K 😞
525 will be a +30% for me. I agree, hit it MSFT!
How many of you retards sold MSFT dip to buy GOOGL at ATH’s lmao
something to do with MSFT 450 calls???
NVDA dumped so MSFT can pump....
MSFT pls hit 525 so I can exit. Fuck you for making me wait so long for you to wake up
Genuinely wtf do we do in this. 3 weeks ago lost 30k on MSFT, SNDK, SOXL, and MU but look at them now. This week the trusty Mags were all fucking gay. Either I suck at timing or I need to buy monthlies and chill the fuck out
Had to fork over the shares for 440’s today. Sad indeed. It’ll be back at 410 I believe anyway. It’s MSFT after all.
Weird. MSFT spiked at close. Must be some news coming and an insider got the tip.
I sold MSFT calls for 520 strike expiring today last week for $1000 loss. Fml
Massive moves in the last 10 mins - AMD up SNDK up MU up MSFT up NVDA down Has to be some news
9000IQ people made 100x bagger in 10 mins on MSFT calls or NVDA puts lol