Reddit Posts
How to turn $20,000 into $$216 million with $MSFT in one easy step [time travel involved].
Genuinely scared , NQ could be down nearly 3% by NY OPEN
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
Amazon misses on earnings and holds capex steady, adding to AI spending jitters
So it turns out that a year ago the bears were RIGHT: AI is cannibalizing Google Search
GOOGL: Everyone Was Bullish Yesterday, Now Google Is Suddenly Dead?
Oracle is backing off from cash burning. Will more companies follow?
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
Anthropic S1 - solid Growth. Encouraging direction..But ... Extreme Client Concentration and $450 Billion commits: The hidden operational Debt anchor
Anthropic - solid Growth. Encouraging direction...can they be the Google or SpaceX of the market?
Anthropic S1 - solid Growth. Encouraging direction but what about valuation? Inside Anthropic's Pre-IPO Financials
Anthropic S1 - who is ready to Buy the absolute top of the AI hype cycle. Inside Anthropic's Pre-IPO Financials
Dell is up over 200% in a year while almost everyone actually buying the racks has been getting smoked
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Forget the distractions, the AI trade hinges on Metas earnings report this week
We have now entered the next phase of the AI super cycle and here are the likely winners and losers
MSFT options collar: Avoiding constructive sale designation and understanding if strategy is sound.
If you had $100k to put into just one stock, what would you pick?
How do you think about holding concentrated positions after big gains?
The AI capex boom is increasingly a bet on AGI, not current economics
Bearish thesis on Microsoft ($MSFT): My DCF model indicates extreme overvaluation due to AI capital intensity. Tear my assumptions apart.
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
3 ways to invest in OpenAI and Anthropic (pre-IPO)
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
Microsoft - Going Long / Burry is going Short
I Bought MSFT, Betting Against Michael Burry
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Apple-Microsoft Correlation Analysis and Option Strategy
My Earnings IV crush story on MSFT and sharing October data
Apple and Microsoft Correlation Analyses and Option Strategy
AI Rotation from Harness to Model: How To Play It
$NOK & $MSFT are Bringing Agentic AI Into Telecom Network Operations
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
Mentions
Month 10 of that war with no end in sight. Korea, China, and Brazil stock markets have crashed. Every hyperscaler went cash flow negative (save MSFT which is hanging on by a thread and gutting its work force to avoid it). Rates skyrocketed higher with the Fed likely to hike twice more in the next few months, meaning this temporary dip in rates is not likely to hold long. Every tech company is choking under massive debt the debt market is increasingly not touching without insane rates. Do you want more? That's really the difference. March was essentially the "too early" correction to everything that has finally happened.
Thank you 🩷 Either that, or selling calls seems to be the go-to strategy. META and MSFT proved that even "good" results fade and kill calls anyway.
Yes, I am retired and have everything in NASDAQ (+ Mag7 individual stocks like AAPL, MSFT, GOOG, etc), it's always outperformed S&P since I've been in it (2005), although it is slightly more volatile (which is normal, you can't get higher high's without lower lows). In addition to several $M in QQQ (NASDAQ) I moved a $1M to QQQi which pays monthly dividends (around 14% per year) which is what I can live on, although QQQi is also NASDAQ it grows slower in exchange for monthly dividends and a slightly (2%) lower downside when the market turn bear because it's using covered calls on the NASDAQ index... either way, the fixed income is perfect for me and the rest continues to grow at a good clip for the last 20 years. S&P is a dog IMHO.
During a gold rush, sell shovels. During an AI race, sell cloud computing services. Parts of MSFT's business can be dumpster fires (looking at you xbox) but Azure is a money printer.
MSFT says fuck your correction and pick better stocks next time
K, fuck MSFT then, laykng off 60000 csn onky get you so far
Hey guys is MSFT laptop any good? My friends have AAPL but I'm not sure how reliable it is based on their Q2 earnings report.
MSFT to other tech stocks - well well how the turned table have turnt..
people said the same shit at MSFT 350-380 range & I loaded up i think goog is one of the same
$GOOG $AMZN $META $MSFT. too many emotional jokers playing Algo game. Time to load for big year end rally, earnings not bad
MSFT is down for the heck of it. It doesn't want to be alone.
Wut It’d be like 13,xxx shares and 7.2mil without drip. You are taking the corrected share price and then splitting it again when in fact, the actual price range was \~$70-$120 back then. Also a relative put a similar amount in MSFT back in ‘89 and still holds today and the figures align up with my math.
Gemini says Google uses 75%-85% of their total compute capacity is run on their TPUs while the remainder is NVIDIA to satisfy Google Cloud customers who rely on the NVIDIA ecosystem. So this is actually crazy how much a leg up in making their buildout and investments go further than MSFT, META or Microsoft who rely on the Semis.
Not Apple and MSFT or even AMD
The math assumes you actually hold it and dont sell when the P/E ratio hits 60 or when Windows 8 flops. Most people who "invested" in MSFT back then cashed out years ago to buy a Lambo, missing the real compounding window entirely
Competes in is meaningless. Apple has a moat with an monopoly on phone IOS. MSFT has a moat on windows OS. Email and maps Google is the best but it is very hard to monetize without destroying your market share. The only moat is in search and that's what the business should be valued for.
Y'all remember when MSFT dropped under $400? Fun times. I wonder if we will get an opportunity like that again...
MSFT gets rewarded by going down 1% instead of 13%. No prisoners. This market is hunting big tech down until the streets are red with their blood.
every Magnificent 7 dropped the day after their earnings. $MSFT Red $TSLA Red $META Red $GOOGL Red $AMZN (tomorrow) Red $AAPL reports on Monday Nov 2nd $NVDA reports Nov 17th Will Apple break the trend or continue the trend?
that's for sure. Bought in late last week, we had good fed, we had good MSFT, I thought 'all I need now is for Google not to completely fuck this up' ...
So MSFT did indeed pull a META earnings 🤡
I think Elon’s comments triggered this. The market is realizing that trillions of dollars have been “invested” in order to generate futures revenues that will most likely never materialize. “Hyper-scalers” (LOL) taking on debt to finance AI expansion is not a good sign. MSFT offering packages to 1/3 of its staff in order to avoid taking on more debt to finance AI expansion is also not a good sign. So much money has been thrown at this and it’s now dead money. The market is finally waking up.
Yes, MSFT doesnt give a fuck about ad spend
I went in big on MSFT and bought 343 shares at 410. It continued to go down as low as 350 usd/share before smashing an earnings report and since going up significantly. I imagine the same scenario will happen to GOOGL. Most of all, I look at PEG/PEGY ratios, FCF, EPS, and various other ratios and buy based on what is cheapest. MSFT fit the bill earlier this year. As of now, GOOGL is getting there but I actually want to see it sink more before I consider it a worthwhile buy. There is definitely a case to be made it is better to say screw GOOGL and buy AVGO, LLY, ABBV, and plenty of other companies as well. Victoria Secret has done much better, as wel**l**, and I can say anecdotally I see that Victoria Secret Pink clothing all over nowadays.
Companies like $MSFT beat on objectively great earnings and has it's rip sold off HARD the following day. Market is telling you to step off the hetero bull pedal. Can't blame war, interest rates, FOMC, or any other macro bullshit.
I just get obsessed with trying to predict certain tickers for extended periods of time. It all started with the UNH landslide. Right now Im on MSFT. I have MSFT puts and Im bearish on the entire market. Its gonna be a fucking bloodbath tomorrow and watch me not make any money because MSFT will stay at a cool 521 or some stupid shit
Imma need MSFT to report earnings again
Well you are the one who is delusional. Companies maximise share price by investing back into business. Amzn and Google's prime business brought them lower earnings than expected, their cloud growth exploded - all the more reason to continue investing into clouds as their previous business model is not possible to scale much higher. On the other hand you have also MSFT, SPCX who not only have great business but also insane cloud growth. All the hyperscalers results point to one conclusion - data center business is booming
MSFT staying strong. My cock is so hard rn
and the Koreans love MSFT
MSFT more credit worthy than the US government!
What? Are you just pulling out stocks. Have you seen the pattern? The hyperscalers (GOOG, AMZN, META, and MSFT) have taken a hit because of their AI buildout. What do you think happens if they stopped building their AI infrastructure? It will create the AI meltdown you are talking about. Now think hard about this. That also means they won’t have any capex anymore. That’s $51B not spent per quarter. That means they’ll have more cash, which means their market cap will not drop like the rest of the AI related stocks. They are practically the banks for all the other AI stocks like MU, AMD, DELL, etc. If you look at the last 12 months, the AI related stocks have mooned while these hyperscalers have done almost nothing. That’s because they are paying a premium to these smaller companies. Hence, the inverse relationship in their stocks.
To get into the weeds a bit, the S&P 500 uses a cap weight rather than equal weight. That is, the more the market cap a company has, the larger percentage it is within the S&P 500. Here is the top ten, as of May from this Investopedia article: * Nvidia (NVDA) 8.59% * Apple (AAPL) 6.87% * Microsoft (MSFT) 4.71% * [Amazon.com](http://Amazon.com) (AMZN) 4.13% * Alphabet Class A (GOOGL) 3.67% * Broadcom (AVGO) 3.09% * Alphabet Class C (GOOGL) 2.92% * Meta Platforms Class A (META) 2.11% * Tesla (TSLA) 1.96% * Micron Technology (MU) 1.42% 1, they are ALL tech. 2, notice that google is included twice. So google exposure is actually closer to 7 percent. (wat?!?) 3) Add those percentages up, and thats 40 percent of the S&P 500 there alone. There are 490 other companies (ok, a bit more or less, its not EXACTLY 500 companies) that comprise the other 60%. Do we see a problem with this situation? Worse, people sometimes like to 'diversify' by buing S&P 500 funds, total market funds and other large cap funds. But if you look what those funds hold and what percentages they are, you'll see there is a lot of overlap. Even some midcap funds buy megacap stocks to goose their returns a bit. Be safe out there, do your research, know what you are buying.
Nebius and coreweave have major customers including MSFT and meta
If you listened to AMZN, GOOG, MSFT, SPCX investors calls you'll buy more of any cloud with actual scale and spot pricing access (NBIS and MAG7)
there's some thiccies at MSFT bro, just not in engineering 😂
X saying that MSFT has topped… calls for next week undoubtedly
There’s still plenty of time to buy puts on MSFT before it revisits $370
so basically all the mag 7 that reported so far have missed huh? Except MSFT?
TLDR : Google crash is a buying Opportunity. AI or not, I think Google is that one company which genuinely competes in almost all tech domains - 1. Cloud : Competes with AWS, Azure 2. Phone: Competes with Apple 3. Maps: Monopoly 4. Search: Monopoly (even with AI onslaught, people still rely on basic search and probably your Home Page on "Chrome" is also Google) 5. Browser: 50:50 split with Edge 6. Email: Almost a monopoly 7. Cloud Storage: 50:50 split with MSFT 8. Office Suite: Again competes with MSFT If you think about it , Google is the only player capable of taking on MSFT in more domains than possible while also competing with Apple and Amazon in their other domains. Not to forget, Google is yet to monetize a lot of their monopolistic products - imagine if they monetize Google Maps for retail users. On top of this , they have Gemini and their own chips production now and are probably the most promising out of all companies out there in Quantum Computing which could be a bigger disruption than even AI.
It seems institutions don't give a fuck...sell off regardless. Even with MSFT, up 7% AH yesterday and now red. Nothing matters, these fucks will sell.
I remember mfs saying this: $400 - MSFT is free money $350 - MSFT is free money <--- You are here $300 -MSFT is free money
you know it bad when MSFT is the only one making money, rip
META did a MSFT too due to dilution the next day
major cum explosion with MSFT coming soon
Guess what even MSFT is down after those exceptional earnings. Toddlers are in the market
MSFT & HOOD will be so green next week. i’m thinking +10 for boffem
Dude I might MSFT again tomorrow hopefully this time I exit with a profit this time lmao
That MSFT daily chart is disgusting RIP anyone that played options on that
Maybe just time to full port MSFT Got fucked on AAPL earnings last quarter
Noone will change your mind. PEG ratio, growth and PE suggest underpriced relative to market. If MSFT was priced the same it would be sub 400
MSFT i guess immune to SAAS meltdown no way to vibe code windows and office and servers
Officially Ebay has outperformed AMZN, GOOG, MSFT and META for the past 1 year This is the top boys
Officially Ebay has outperformed AMZN, GOOG, MSFT and META for the past 1 year This is the top boys https://preview.redd.it/5tmhj11pygyh1.png?width=1326&format=png&auto=webp&s=58a527f2fc9e5dc0ebd3ca50a3908c4dc9797970
When is MSFT gonna have negative rates on its debt? I’ll literally pay them to hold my money!
so uh is MSFT next to go?
Probably chip stocks SNDK, MU, SKHY, WDC, STX safest to buy now. All had impressive earnings. Meta & MSFT impressive considering what hspoend to amzn & goog
So other than Microsoft, both Google and Amazon disappointed. Yet MSFT didn’t see any gains other than in the extended session yesterday lol
Hey guys have you seen the MSFT earnings? Maybe you should look at those and ignore google and amazon
Everything will crash to varying degrees. GOOGL, AMZN, MSFT may go down 30% while CRWV, NBIS, ORCL may go down 60%. The AI meltdown will spare no one in tech.
Here’s how the company did, compared with estimates from analysts polled by LSEG: * **Earnings per share:** $1.89 vs. $1.96 estimated * **Revenue:** $201.94 billion vs. $202.31 billion estimated Wall Street was also looking at other key revenue numbers: * **Amazon Web Services:** $45.98 billion vs. $45.29 billion, according to StreetAccount * **Advertising:** $19.64 billion vs. $20.82 billion, according to StreetAccount The company held steady on its capital expenditure forecast for 2026, saying it continues to expect spending will reach $220 billion this year. Tech’s hyperscalers have been on a blistering spending run to meet the surge in demand for artificial intelligence infrastructure, but signs have begun to emerge that the [capex splurge](https://www.cnbc.com/2026/10/29/microsoft-google-ai-capex-estimates.html) is moderating. Earlier this week, [Microsoft](https://www.cnbc.com/quotes/MSFT/) lowered its [capex forecast](https://www.cnbc.com/2026/10/28/microsoft-msft-q1-earnings-report-2027.html) for the year to $170 billion from $175 billion, while [Alphabet](https://www.cnbc.com/quotes/GOOGL/) maintained its [guidance](https://www.cnbc.com/2026/10/28/alphabet-googl-earnings-q3-2026.html) at $195 billion to $205 billion. Amazon posted negative free cash flow for the second consecutive quarter, recording an outflow of $42.4 billion for the trailing twelve month period, an increase of 386% year over year. In the prior quarter, the company reported negative free cash flow of $7.6 billion.
This was funnier 6 months ago when you guys did it for $MSFT 🤫
If you told me on Monday that after all of this MSFT would be mogging AMZN and GOOG but also still be red I wouldn't believe you
MSFT ATH by end of next week btw
Bag7 gonna bring in Great Recession except for MSFT
Yeah I sold most of my MSFT when it hit 500 and put some of it to GOOGL, bad move in hindsight
I was thinking Puts, they have so much capex planned. They took an even bigger risk than MSFT
MSFT lost 40% of its value because people thought its businesses would be vibe coded out of existence, not because of an earnings miss after a double which mooned it to a 30+ PE. Love the company, holding my core position, will probably add a little soon
It's certainly possible it'll go down like MSFT. But RDDT's valuation to growth is lower than MSFT, and RDDT's margins and growth are massively higher than MSFT's, and RDDT doesn't have to spend the capex like MSFT does. RDDT's forward PE is less than 20 now on 50%+ revenue growth and 91% gross margins. At some point, the fundamentals will take over as a base.
Solid thesis, but based on current market conditions, and just like MSFT did today, I think it'll go down tomorrow at open anyway. Best of luck, tho. Hope those print!
MSFT dip was well and truly tarded. Bought.
MSFT was cash-flow positive and had amazing earnings and has completely sold off. What even are the expectations for AMZN at this point?
Cashed out MSFT right at open while my $MA lifetime bags are giving me a little bonus, for the rest cash gang for now, can't complain
So far, $META dumped $TSLA dumped $GOOG dumped $MSFT dumped No way Amazon also dumps right?
So far, $META dumped $TSLA dumped $GOOG dumped $MSFT dumped No way Amazon also dumps right?
Why is no one talking about MSFT??? Such a negative nelly market rn smh
AI stocks are down as GOOGLE, MSFT didn't do enough capex this quarter, and GOOGL, MSFT are down as they are doing so much capex and will increase capex more next year. I can happily PAY market this Tuition fee if it can explain the reasoning behind it.
The stock has been weak for months, now we know why. The hedgies always know when things are turning to crap, and stay away. GOOG, may be the canary in the coal mine, the other AI stocks and hyper scalers have been very weak as well, besides MSFT which is just a beast of a company.
I would have bet amazing money it was MSFT but yeah.
Reddit was shitting on $MSFT and pumping $GOOGL. You should not be buying google yet.
if all these cry babies would stop talking about goog, algos might go to something else like MSFT
I bet everyone touches a Google product multiple times a day. Management said their numbers met their expectations (they don't forecast anything). The company with growing profits and profit margins (before mark to market), 25% revenue growth, and still dominant products (including search and media), is a buy or strong buy at anything near 20 PE forward, which it is. GOOG is this month's META or MSFT.
MSFT i knew you would come back for me
Yup - whichever of the MAG7 is trading at lowest PE (was GOOG, then MSFT) is likely the best priced for entry.
If MSFT breaks 530 then all bets are off cuz I think it will rocket up like crazy
Reddit 2022: "META ded" META 2026: +591% Reddit 2025: "MSFT ded" MSFT 2026: +49% Reddit 2026: "GOOG ded"
fuk bro i aint pick up enough MSFT at 520.
Same sht as MSFT. Overreaction. I was loading up in the 300's and look at it now. Not even a year later.
GOOG might keep getting pounded for a while here. when the same thing happened to MSFT I loaded up too early and it kept nuking. Gonna wait it out for a week then fill my boots
Remember when MSFT (or maybe META? One or the other, one dumped, second ripped, pair trade) nuked for 5 sigma VaR event earlier this year? It broke Blackrock's Aladdin lol The biggest companies in the world have volatility like shitcoins used to have.
lol whoever dumped the overnight/pre market for MSFT before it opened to retail should be put on death penalty for treason against the American public.
Yup, MSFT offered a quarter of their entire force buyouts. This is after already cutting positions last year. Expect this to keep happening across the board in tech.
Lest we forget the MSFT year of hell…
MSFT owns the corporate desktop. It’s a powerful proposition to sell chatgpt into that. Companies are freezing salaries to pay for their employees to have chatgpt