Reddit Posts
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.
I wish I never invested into LUNR and NASA. been waiting for a few weeks to sell, but ofcouse dip keeps dipping....
How to properly evaluate MSFT's capex (including neocloud contracts)?
US Stocks are Reddish..What’s Your Go-To Short-Term Pick
I have been saying for the last 4 months to buy Microsoft. Check my post history
Why is Microsoft (MSFT) up ~8% premarket after earnings?
Why is Microsoft (MSFT) up ~8% premarket after earnings?
MSFT AND META BOTH SET BILLIONS ON FIRE FOR AI. ONLY ONE GOT APPLAUSE 🚀📉
My Thoughts on $MSFT and $META Earnings and the Maturing AI Trade
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
Meta was Down 10% and MSFT up 8% After hours
🚀 Microsoft (MSFT): A Transformative Deep Dive Into the AI Landscape That Every Investor Needs to Read
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
moomoo earnings plays, how I'm using unusual activity this season
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
moomoo earnings plays, how I'm using unusual activity this season
Fellow MSFT holders, are we holding long-term or selling anytime soon?
Is anyone able to explain this drop the past few days? Are stocks like MSFT, GOOGL, and AAPL what we should be buying now?
Mentions
I wish we could post photos here so I could point out that EPS growth has been extraordinary (and stock prices that generally follow EPS are healthy) with the the P/E of the Nasdaq currently <20 lol (was \~200 in dot com) MSFT, META, and GOOGL all confidently said on their earnings calls this month they are seeing significant ROI on their AI investments, which they see continuing to improve which is why they are maintaining or increasing capex. Many examples that this will continue. It is certainly in the room with us if you want to get off the couch and look around yourself.
I have 2 MSFT puts and they are fucked
MSFT green, anti-Christ as per.
All we need now is for MSFT to go red in premarket and we’ll be pumping today
When is three $MSFT stock split?
Didn’t understand why all red and then I saw MSFT is green and it made sense
Of all the stocks, MSFT is the one I understand the least. It rises up 30% in a week and later on starts shitting for no reason
I study and invest in specific stocks but I'm not so interested in maximising total return, I'm looking for dividend growth that is consistent, resilient to changing economic conditions and globally diversified. The S&P 500 isn't what I'm looking for, less than 20% of the S&P 500 has a long dividend growth record and most of them aren't particularly resilient. Also I don't want the mag7 stocks (I might consider MSFT one day but that's it) or most finance stocks. I'd much rather pick my own stocks and develop a deeper understanding of their vulnerabilities than put everything in an index fund where I don't even look at the allocations or understand the risks, which is what I feel most people do with an index fund.
Hai un'enorme sovrapposizione sul tech e su titoli mega cap, altro che diversificazione. I principali titoli di QQQ e VUG (MSFT, AAPL, NVDA, AMZN) sono già i pesi massimi di SPY. Detenerli insieme alle singole stock amplifica la concentrazione senza aggiungere alcuna vera diversificazione. MSFT, AAPL, NVDA e AMZN come azioni singole ad alta esposizione, ma queste sono già i pesi massimi all'interno di SPY, VUG e QQQ. Non ha senso, hai scritto " un portafoglio relativamente sicuro" Questo è da cardiopalma!!
Whatever happens tonight, I can sleep at peace knowing that MSFT is red
it’s getting the MSFT treatment
MSFT has flatlined Dig Bagrosofts grave
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MSFT** ▼ | $471.97 (below) | $496.81 | $480.58 | -5.0% | Aug 19, 10:51 AM | | **Record** | 0W - 2L | 0% | - | - | - |
MSFT ded today because of GitHub outage❓❓
As a META bag holder I’m just hoping we can see a MSFT like rocket up at some point. META has its flaws but imho it’s a stock deserving of a 2p fed multiple not 16.
Some report about capex spend outpacing revenue generation from Morgan Stanley. If MSFT drops to 450-460, I will enter again.
MSFT before last earnings was a “fat pitch”
Use it for timing entry/exit on long swings or long term entries. This is my IBKR setup, 6 month chart timeframe. Exited my MSFT last week at 494 and 497 https://preview.redd.it/cxwmj19ti0kh1.png?width=1186&format=png&auto=webp&s=44d77be773d34c4679e6123ce44b504e6a293800
Do you understand how business and accounting works, what you see as hype train is an actual business producing money…..open-source software has existed since decades but companies selling the same open-source stuff to enterprises makes ton of money today like Redhat/IBM/MSFT and many others, even those opensource stuff still needs infra. OpenAI & Anthropic will become one of the biggest companies by market cap & will continue to dominate the market
Glad I got rid of MSFT at 498 a week ago.
I made a play portfolio on Yahoo Finance based on like playing hunches and such, and went to check up on it yesterday. Literally it's up 29% since December. I can't even be happy that I'd be beating the index this badly since I didn't play it. I think my only bad call in there was MSFT at $475 (and yet that's even green now).
Is going full port in to MSFT on this dip retarded?
Get off the MSFT train. It's gonna transform itself into a sinking ship
MSFT and META surely did collapse
Sell MSFT or nah? I’m up 24%
Make over 700% on MSFT three month calls. That’s an obvious play when MSFT IS AS AT 350-370s. Look for another obvious play for next three months
Is the MSFT rebound in the room with us now
Will MSFT slump further?
Will $MSFT Continue to dump tomorrow?
Wouldn't be surprised if MSFT is back below 400
What is happening today to MSFT, Meta, UnitedHealth Group and many on S&P 500? How long will it last?
MSFT is back down at 470, is this another obvious buy the dip moment? Market suddenly forget why it brought MSFT from 400 to 500 rapidly?
MSFT is dragging the whole S&P down lol
Bagholding MSFT and META. Thank you
Guess not a soul used Windows today, not a single spreadsheet opened in 2026 & MSFT generates less revenue than SPCX 😪😪😪
Can someone fill me in on why the massive clifford dick candles??? Why tf is META and MSFT down so much???
Did everyone have 8/21 MSFT $500C❓ This fade needs to be studied 🧐
Brutal day to have 80% of my money in MSFT and meta
Any reason why MSFT is down so much today?
RIOT calls, MSFT puts, SPCX calls, nothing is working. help
META MSFT doing Bag7 thing
I noticed the same fucking spreads on MSFT. Option sellers are having a fucking field day
EOW puts for MSFT basically free lol
Go back to 400 MSFT, so i can sell at break even, thanks
MSFT finna go hard during power hour
Jesus, MSFT and AMZN wft?
MSFT and AMZN tradingike ass.
MSFT back to the shitters again
MSFT back to 400 would be a dream I have way more money to put in this time
AQ if GitHub is down because they can’t scale up on AI requests - wtf MSFT is investing all of the $$$ capacity into then ?
Pump MSFT you fucking g piece of shitttt
Every short dated call I buy has glass floors and steel ceilings... MSFT stuck at 485.... WTF!
GitHub down all morning is seriously inhibiting my ability to be pretending to do my job. Puts on MSFT
All in BABA feels like good risk/reward ratio given how amzn and MSFT performed, they are basically a chinese hybrid of the two
MSFT gonna dump back to 400, I can feel it in my boners
Market does realize if this whole AI thing doesnt pan out for GOOG, MSFT, META, OpenAI, etc in terms of profitability, that all their data center buildout budget will also dry up, right? Theyre not mutually exclusive lmao but meanwhile they constantly inverse each other.
My favorite part of this euphoric AI bull market is how it only actually applies to data centers being built. Market doesnt give a flying fuck about the alleged benefits for companies actually, you know, could use AI...and AI has now apparently turned into a liability for providers like META, GOOG, MSFT, etc, despite them being the ones paying the bills for the data centers, so they need to be successful for any of this to be worthwhile.
who here chose GOOGL and MSFT over MEMORY STOCKS? Show yourselves!!!
GOOGL and MSFT pelvic thrusting in my face all morning
I'm out. Sold MSFT and put it all on SNDK. Forget the stairs. I'm jumping onto an express elevator. I just hope it's going up and not down.
This is what MSFT gets for buying Age of Empires and doing fuck all with it
Where are all the responsible investors who wanted to full port into memory but bought MSFT or GOOG instead 😂
MSFT is thinking about good old RRoD days today but with a line instead of a ring.
# Due to the massive losses I have incurred, I kindly ask that GOOG, META and MSFT be delisted. THANK YOU
Are Google and MSFT suffering from mental health crisis’?
GOOG becoming the new MSFT
If anthropic ipos at 3T does that mean MSFT has like a trillion worth of openAI?
MSFT back to being bagrosoft?
MSFT the worst stock I ever owned
MSFT and RRDT being cucked again
I've put 20%.of my port into APP. I love buying the dips on strong companies. Made a killing on UNH and MSFT
**BanBet Created** ▼ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $475.00 (below) | $495.07 | -4.1% | Aug 24, 11:19 AM |
Meta already cancelled buybacks, MSFT reducing. Definition of a cope rally to Q3 or Q4 earnings. Maybe push out to Q1 2027. At which point only NVDA and Apple in mag 7 will buyback.
I’m over this stock, MSFT too Memory moved 60% while this has struggled to maintain $345 after stellar earnings I concede
Profit taking on MSFT, may reconsider at $430-440
The market tends to inverse MSFT lol
MSFT is red pre market, we're going to have a good day
No, i've built my own dashboard based on my broker's export that shows how many trades failed and how old are they. By failing I mean negative alpha against SP500 etf as a benchmark (I know beta also matters but lets not dive into it here) So my strategy has 78% win ratio, which means around 4 in 5 trades i did in the last 5 years beat the sp500 as of today. I dont have daily data to measure how it changed over time unfortunately. And what I mean is that I buy a stock, and its a lose for first 3 months and then its a winner for 6 then today its either a winner or loser. I think this should be a huge philosophical question we all should have - should our trades quantify by the today's time horizon or it's still too early? Example could be crypto, I started averaging down while it was hot, now its -50% from it's highs and the alpha is even worse with sp500 rallying. Was crypto a bad trade? Yes, if it never recovers. No, if the bounce back will generate alpha over sp500 in the next 2/3/5/10 years horizon. Am I selling and saving as much as -60/-70% alpha on my trades? No, because I do not believe crypto already peaked and it will never return and get new ATH. So that's the first thing to settle, what does it mean for strategy to be effective, before we even dive into what the strategy is. With 78% winratio im sure my 'losing' trades can become winning in longer horizon and some trades can become winners in the long run (e.g. microsoft which i bought for 250$ and it has negative alpha even though they grow as crazy for 18 quarters in a row !!) Now the strategy itself: I seek for discounted high quality business that has good debt to equity, diversified revenue source, is a very known company, has moat, has big market share/is a leader in their category AND a real risk that makes it discounted or trading under 5/10/all time average P/E Then the hard job is to decide whether the risk is real and what would need to happen for the company to go back to their avg multiple. That's all. But the companies I seek for need to be within big trends / be discussed on reddit youtube or cnbc Examples of my winning trades: ASML - has long term moat, I bought dip on chinese export control. Even though it felt risky and expensive, my best trades are now at 300% return in less than 2 years. That was good trade for two reasons - I made a lot of money on it recovering its multiple but now I'll make even more on compounding as this company will grow anywhere from 10-15% over the next decade EVERY year. And that every is key here. Do the math. I already trimmed some because it got too much % in my portfolio, but thats the only reason and it was probably a mistake in this case but that what my risk control strategy forced me to do and probably some day it will save my ass even though i will cut N winners on the way GOOG - again, big moat and diversified revenue sources - I bought the antimonopoly case risk. Here's the power of individual investor, even though everyone knew the whole thing is BS, fund managers and pension funds couldnt buy that risk. Their policy wont let them buy risk of this level even if its so easy to debunk. That was long time before gemini proven to be a real frontier model, but I've watched closely what google does and who works for them. I would say easiest money I made but I made easier in the next chapter PANW - saaspocalypse was such a great opportunity and it is my best alpha net gain so far. I had better returns but only with 1-2% of portfolio, this was >5% bet that landed 150% in just 3 months. I looked at the whole thing and there were few opportunities - atlassian/now/crm/adbe. But I couldn't tell whether the risk of AI reducing white collar jobs is real or not. I know these companies wont be replaced by vibecoded apps, but I couldnt say if the amount of seats they sell wont go down and they were all very expensive/burning money to drive the revenue. Adobe was cheapest but the risk there is biggest, its the first company that comes to my mind what is next kodak. So the only sector within saas that didnt had this risk was cybersecurity. In 2020's covid era, there was one interesting phenomenon - all investments been cut, except cybersec. This lead me to what is currently said aloud in CNBC - there will not be a single CTO or CEO saying, oh lets cut on our cybersec spending, even if AI is another layer of defense. Nobody will risk cybersec attack with cost saving. Its the last thing where you look for savings, a single mistake could turn a great business into a dead/struggling company for years. It was easiest to call BS on all these anthropic bulls. I was just buying dips and kept buying and caught the bottom of the bottom and the dips of dips of dips. MSFT - been buying it for a long time, but as I mentioned, i started buying it when chatgpt came out for 250$, then sold some for 520 before it went down to 350$. So the part where my strategy played out greatly is buying the openai proxy discount. MSFT was punished for anthropic and google catching up. But what people do not realize, openai, anthropic and google deep mind are AI factories. The model is just a product and honestly, the pace of releasing new products is crazy. Its not like a smartphone once a year, its literally once every 2-3 months. We get 4 new iphone models per year to compete with each other. Now - would apple be dead if Samsung produced 1 or 2 flagship models that are better than iphones? That's a real risk if the trend continues, but question is - are both growing? What it both apple and samsung both sold more and more devices ? Is that a risk for microsoft ? They invested 10B into something thats now worth 50 in just few years. Is anthropic getting more market share in 10 years? Maybe, maybe not. To me important fact was that MSFT is only partially exposed to that but the punishment was not proportional to their whole business. But I also discredit the risk of openai being a bad investment. IMO if private funds run out, gov will pour money because AI = cybersec = military = global dominance and cold war 2.0. People compare AI buildout to dot com bubble or railroads buildout. To me its a cold war arm's race, people just didn't realize in 1960 that this race will last for so long or how it will end. Its the same here, the ai race will last decades and people today dont even realize the stake. This is not a private investment into a technology (smartphones), this is a national security / world order of 21st century being determined through tech race. Now funded both by public and private money (China subsidizes as it can, while US still keeps it private). Just look what happened to Intel in the last year since its become a national security issue. AI pact starts with sentence *"The United States is in a race to achieve global dominance in artificial intelligence".* People do not see AI as a weapon/military technology but it's literally that. It wouldn't' be 50 years ago, but in 2026 everything is now virtual including all their money and big chunk of world's economy. 50 years ago factories could be only destroyed with missiles. Now they can be destroyed with cyber attack. And I have more and more of these just not enough time to explain. All these companies are very high quality, have moats, most have diversified revenue streams, have been trading at discounted p/e multiples, i've analyzed risks not companies, nobody ever questioned if they were good companies - markets just discounted the future which I found to be a one big BS.
3.3k invested in MSFT and NVDA is probably the exact opposite of low to medium risk. Pop 90% of your portfolio into VOO. As you keep investing money, keep that ratio. MSFT is a good long term investment, I would also suggest GOOG as it’s less propped up by AI. NVDA is risky, eventually competitors will eat up more and more of its market.
So, MSFT nearly doubled, ORCL tripled, and NFLX doubled, but because you don't know how to press a sell button, the stocks are shit?? Did you expect a straight line up for the next decade? Like, do you not understand that stocks in the market move at different paces, and what are stocks that have moved up to 200% in the span of a year or two are being called laggards because they are in a cooldown period? Do you not understand that money rotates? MSFT may well be 1000+ in the next few years, NFLX may be back to 1000$ again and yet again split, ORCL can blow up too. zOoM oUt how about you zoom out from your zoom out 5 years ago MSFT was 294$ 5 years ago NFLX was 51$ or its pre split equivalent was 5 years ago ORCL was at 89$ thats, 68% gain, 52% gain, and 68% gain. these stocks are doing poorly?
MSFT ran from 350 to 500 this year alone if you managed to lose money on that, you're genuinely fucking retarded
I made a site that tracks stock calls. Added your $MSFT call on there: https://bearsandbullsgo.com/leaderboard?tab=open
I just got it from a MSFT play.
**BanBet Lost** — /u/polychris (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $500.03 → $520.03 | +4.0% | 1w | Lost |
Yeah, invest in what you know. I get it, it’s a core tenant of Buffett & Peter Lynch even for individual investors but if you’re still holding SBUX I would ask, why? I did the same thing minus the kids. AAPL (pre-iPhone), RDDT IPO, Micron (sold WAY too soon this cycle) but no regrets same with AMD. Microsoft took 17 years to make a new high after the dot com bubble. So if you held MSFT all that time that’s an awful investment. Opportunity cost and all that.
Sooo back to MSFT trending to delisting?