MSFT

owenmills04

I’m 50% VT, 50% MSFT

Santarini

Why are people so bullish on MSFT lol? It has a 3T valuation right now--the 4th largest market cap in the world and people are acting like buying it today at 3T is like buying NVDA in 2017 sub 100B. Disclaimer: MSFT is my 5th largest holding and I did add to my position at $400/share. I'm just tired of people acting like this is like getting in on sunlight before there was fucking sunlight

Epledryyk

to be fair, xbox is less than 10% of MSFT revenue I'm not sure gaming really has anything to do with their share price at all, not when things like oracle, azure and being an openAI proxy stock are the big winds

digitalrefuse

Worked at MSFT for a VERY long time before and having been through everything that happens in Redmond esp in relation to how the company leadership approaches solving issues and what’s real vs vaporware, I’ll say the following - The probability of me getting fkd sideways is in the high 90 percentile range than the probability it msft leveraging AI to make any measurable impact on most white-collar jobs (which will be in the single digit percentile)

MD_Peds

Am I stupid for having 100% of my networth in MSFT?

SimilarTap1419

PLTR and MSFT will both be up over 8% on Tues. Smart money will pour into software.

marcelowa

Let the numbers speak https://www.metricsi.de/stock/MSFT

Laureles2

Good point, but do you think OpenAI constitutes that much of MSFT's total value? 27% of OpenAI ($600B?) is like $160M, and MSFT's market cap is $3B+.

CMDR_Shepard96

I'm glad the market is closed on Monday. I can't lose even more money on my MSFT calls 🫠

Not_FinancialAdvice

> Xbox brand starting to crumble with too much focus on "Game Pass" that won't pay off long-term It's kind of interesting how 18 months ago (or so), there were numerous posts about Game Pass was a game-changer and would revolutionize the video game market. It feels like MS has just completely forgotten about XBox lately. Transparency: MSFT shareholder

ArnoldisKing

i want costco but its too high now. i bought some MSFT this week.

ArnoldisKing

i bought some of all 3...mostly MSFT and AMZN. Want to add google but it hasnt dropped much.

ETFBro4DaWinz

In Wall Street parlance, Joe Biden nostalgia is basically just cash gang and youd be sitting on -0.96% since he left office if you followed that thesis. In fairness, that beats "MSFT is the safe mag 7 pick" thesis

anivex

I've been using windows for 30 years and this is the first time I'm considering switching to Linux. It's finally in a place where it's user-friendly, and I'm just tired of all the bullshit MSFT keeps doing to windows. That being said...none of that matters because most of MSFT money is B2B.

SaltyATC69

I'm bullish MSFT

Tradewell3845

With this market it’s bearish for a few then boom! You better hope for a bearish week , why do this man it’s insane to short MSFT but I hope your right

Ok_Cry7572

Msft went down cause OpenAI is like 45% of their RPO Almost half of MSFT's RPO is from a not-for-profit company that cannot generate a profit on $20B revenue run rate Investors are scared that if OpenAI were to default on its $281 billion obligation (45% of the $625 billion total RPO) it would cause lots of damage. Reason why it's down over 15% YTD

YeahBuddy5000

"I took a 22% loss on my round 2 MSFT 440 call....Switched to PUTS" Talk about conviction

Status-Net2947

Sold CRWV with a loss of 10% for a bit of MSFT, CRWD, NET, ANET and NOW. Did I fk up?

Little_Magazine_1773

Simply put Microsoft is at danger of losing it's moat. Azure will probably still make money as that's clearly growing and in demand.. But for new businesses, students, people in home office and general use.. are they going to pay MSFT for windows/ excel when they can get google docs for FREE? In this economy I don't see them paying MSFT for SaaS, not when there are free options about that do the same thing. Changing times!

AlGAdams

Several reasons for me.  I work with Microsoft cloud services and the lay offs in the past 3 years have caused severe brain drain with them.  Morale within the company is extremely low.   Combine with most of their cloud growth backlog coming from OpenAI, which is a money destroying machine.  Add in tone deaf Satya Nadella who apparently thinks its everyone else's job to find a use for his products no one likes. Microsoft sucks, MSFT and ORCL are two companies I will never buy. 

disisfugginawesome

I hold MSFT stock and firmly agree that copilot sucks, I get no value from it at work

PaperHandsTheDip

Look at their PE ratios. MSFT is trading at covid levels right now. It's cheap, even when factoring in "AI might fail" imo

Happy_Discussion_536

Because durable, powerful companies like MSFT are literally still growing at 60% earnings a year. Even without multiple expansion and returning to old valuations just static multiples they're going to outperform crappy shitcos that can't even grow revenue.

Greedy_Ad4913

Curious when we See this in the Chart 🤔 [MSFT](https://www.stoxcraft.com/stocks/msft)

PuntaVerde

That's one of the reason MSFT is down, what you described there means millions of people doing those tasks will become irrelevant. If they are irrelevant and out of their 'seats' they are not paying Microsoft.

Novel_Land9320

MSFT cannot complete with Google on AI. Suleyman is the head of their AI lab and in the industry he s considered the least of the founders of Deepmind. He was basically pushed out. For s moment MSFT was bullish because of the whole control of OAI, but when that relationship broke, and latest numbers show that lots of Azure s AI is used by OAI, the picture changed.

ConversationPale8665

Have you seen the latest where tech stocks like MSFT and Google are being judged by analysts based on how much money they are spending on Capex related to AI? It seems insane to me the amount of scrutiny going into this because it’s being used as a barometer for who will be ready for the next “phase” of whatever, but no one is talking about the herd of elephants in the room: 1. Who will pay for this? 2. What will this do to energy costs for everyone? 3. What if it doesn’t work? 4. If medium to high paying jobs disappear, who is buying… anything? 5. How would AI ever be able to answer a question like: “Can you add these three new employees to have access to all of our bank accounts so that they have view only access like Jim and Barbara, but they can also be able to run credit cards like Tammy, but don’t let the third person be able to approve ACH’s”… Go. That’s one of the simpler things I do at work and there’s no way in hell AI is going to have access to all that and be able to set all that up unless you just want to be hacked.

imdaviddunn

5 Major things. 1. AI could render MSFT products useless. You can just tell the agent to build the doc, spreadsheet presentation you want. If they don’t embed these tool, they will be at risk. 2. They have to pay for the models for the items you mentioned. They hooked up with openAI and got dumped. Now they are behind. 3. Less knowledge work means less seat licenses or at minimum smaller packages. 4. Assumption there is a hyperscaler capex rate that will be a drag on future earning. 5. They are also along with SoftBank a way to get public investment in OpenAI. OpenAI is looking like a potential loser, taking MSFT down. I don’t know if any or all of that will come true, but

IHadTacosYesterday

Be careful because sometimes that can be revenge trading. Your subconscious mind could be thinking....: *"Oh.... So you're going to keep dropping the price... Ok... ok...Then I'll just keep buying more... Oh... you're going to drop the price more? Then, I'm just going to keep buying more..."* I've had this happen to me where after buying something and it dropping badly, I feel like I need to get "revenge" by buying more of it and lowering my overall cost basis. Lowering my cost basis made me feel better, but the problem is... you get crazy overweight in whatever it is, and then your future is tied to that singular investment which can be quite dangerous. You can get lucky at it all works out, but maybe when MSFT is $360 per share, you look around and see what price is TSM? NVDA? GOOG? AVGO? CRWD? AMD? Maybe something else of very high quality has also plunged dramatically and you can have at least a little more diversification instead of fullporting MSFT

Past_Paint_225

I have burnt myself a bunch of times trying to get into companies which were cheap on paper, without fully being confident about their business. There are short term dislocations in other much better businesses as well (like MSFT) which I would be looking at.

PennyStonkingtonIII

I’m curious why you think Copilot will get better when Edge and Bing still suck as much as ever. I actually think that has something to do with it. Users are sick of having second rate crap forced on them and see Copilot is to AI what Edge is for browsers. Also, everyone is very angsty about who will win or lose the ai race and are over-reacting because they think MSFT is losing. IMO, they’re not losing. What follows is only my opinion but I see a commoditization of LLM based AI. I’ve used them all. To me, they’re all the same at the core. The tooling around them is the main difference. None of them have an advantage in the long run. None of them can bump MSFT out of the corporate space.

Sufficient-Pie-7815

Not sure Copilot sucks! I have a few friends that use it and love it! MSFT is one-of the most profitable companies! 38.5 billion last quarter! Azure growing at 38%! Revenue at about 82 billion! This sell off is a knee jerk reaction to the cost of building out AI capacity and services! This is a huge buying opportunity!

joe4942

MSFT apparently planning a new frontier model, and most businesses/consumers still use MSFT. Definitely an overreaction.

RSomnambulist

Meanwhile, MSFT be tanking my whole portfolio.

SecretlyARaven

Iirc he meant to do MSFT

cbusoh66

Think about it this way, if Altman, Suleyman, Amodei, Hassabis are all saying most white color jobs will be replaced by AI in 12-18 months. Anything that requires a computer or working with a computer is at risk of being replaced by AI. Now think about what companies are most exposed to people using computers to do their jobs. These guys see where things are going much earlier than we do, the models we use today have started development 6-12 months ago. The smart money has access to more information and more data points than we do, you can't take a redditor's pov "well, no one will be able to replace Office in my lifetime" because they have little clues of what's coming, and it's going to happen so fast and so violent that will leave everyone in utter shock. The selloff in MSFT, SaaS, most software names is not unwarranted, you don't want to be holding the bag when the switch is turned off. Best case scenario is that the software apocalyptic scenario doesn't happen or is delayed by another 6-12 months, but why take that risk?

18T15

It’s probably oversold but I think the sheer level of complete incompetence to bungle the enormous head start advantage they had with their relationship as an investor in OpenAI is worth discounting their value since they obviously are not executing well. Also Xbox/gaming is a complete bust and Windows/Office is not on an optimistic growth trajectory. If the idiot executive running their AI efforts is even remotely correct about AI replacing lots of white collar jobs (some yes, but I personally am still skeptical) that’s actually a negative on MSFT since that’s even less M365 subscriptions etc unless Copilot is the direct replacement and as stated before, due to their incompetence that’s very unlikely at the moment. I think it’s fine to buy MSFT right now because it was heavily sold. But let’s not act like the bear case doesn’t exist.

rasputin777

Redditors and understanding how businesses work is always funny. MSFT is famously excellent at cash flow management and efficiency. You're saying they hire tends of thousands of people making $200-600k just for no reason at all?

_hiddenscout

Yeah to me that's like the elephant in the room that I keep not seeing in these threads. Overall MSFT is a great business, but it's the Cloud that is driving everything.

Anon58715

AAA rating, which is the other company besides MSFT?

botella36

The 45% backlog is indeed an issue. MSFT also owns a nice chunk of OpenAI, so if people now are having second thoughts about OpenAI it impacts the value of MSFT ownership.

Cool_Giraffe6495

Just a year ago everyone was bearish on GOOGL. I loaded up big time. I'm happy camper. Same scenario now. MSFT is not going anywhere. The current issue with MSFT is that management is spending a boatload of money. Once they stop spending that much, watch the stock go back up like crazy. Let's talk in 1 year.

opo113

I hold some software stock so I decided to check their credit ratings. Might be true in general that software companies in general have lower credit ratings, but it seems like the reputable ones are investment grade. *Disclaimer: I know basically nothing about credit ratings and this comment is probably categorically incorrect* ADBE has investment grade bonds: https://public.com/bonds/corporate/adobe-inc/adbe-5.3-01-17-2035-00724pak5 NOW is investment grade: https://public.com/bonds/corporate/servicenow-inc/now-1.4-09-01-2030-81762pae2?wpsrc=Organic+Search&wpsn=www.google.com MSFT is rated AAA, the highest possible rating, one of only two companies in the entire US with this high of rating: https://www.microsoft.com/en-us/investor/faq

kool_mandate

You know MSFT has already begun using ai to grow operating margins significantly right ?

kool_mandate

I’m bullish on MSFT, but fyi the stock market punishes the overly-confident

jb3689

MSFT is highly incentivized to say things like this

kra73ace

In the past, MSFT charged 30/user/month. So you know how much Vercel charges for a popular AI app burning tokens like paper? Let's say 300-3000/mo. Great programmers now burn $100,000 in tokens per MONTH! That's Microsoft's opportunity and the only ones in the same race are Google, Amazon, and possibly Meta and Musk (Tesla/SpaceX/X.ai). The vision of 2030 is for companies having 10-30% of the employees (so the 30/mo is going down) and replaced by huge token bills in the thousands per month per employee.

Retropixl

Markets are going to drop 60-70% if we see a significant drop off in white collar work. The societal unrest would be very bad. We’re not ready for this if they ends up happening. I don’t think what this clown at MSFT is saying is going to come true though anyway. It seems like he’s trying to pump the AI story since that’s not working out well for MSFT lately.

ChadFullStack

As a SWE, both AMZN and MSFT currently have terrible leadership, fired a lot of OG SWEs with domain knowledge, and hedging on AI to replace their productivity when AI is nowhere near. Long term, the quality of their product will continue to suffer resulting in lower customer trust. This combined with the giant CapEx spending for more AI makes it a bubble. There’s already a shift from Office365 and WindowsOS to alternatives. This is what killed Intel, as AMD dominated the market, they let their 4-5 years of advantage rot away and lost the market to competitor. TL;DR sacrificing everything that works today to bet on AI future.

callmesandycohen

I build datacenters for a living and I bought MSFT after seeing how much new inventory they were building. I was convinced that no one was better positioned than Azure to dominate the AI infrastructure space. However, after learning HOW MSFT builds datacenters, I have a lot less faith in them. I’d love to see their balance sheets and credit commitments to utilities because the LOCs and bonds they post in some of the most congested energy corridors had to have been enormous. They posted credit to upgrade transmission lines as opposed to just locating where energy was readily available. And this is not isolated. It’s systemic. Lower cost locations will be found and utilized, leaving MSFT with inflated pricing because they didn’t locate wisely.

virtual_adam

1) the will smith example is a perfect reason why MSFT is dead. Other companies are breaking new boundaries in new technology while Microsoft doesn’t 2) OpenAI have more directly paying users (more than double) than co pilot. Let’s say i agree with you and Microsoft is the only company that can scale like Google. Why are they are 15M copilot paid users and OpenAI, a startup, at 35M It doesn’t matter how big Microsoft is, and how far reaching. OpenAI got the big wave of users when they were considered the best. Any new company can create a breakthrough in better LLMs and almost overnight they will have everyone beat There are enough megacap clouds and neoclouds to support anyone to scale to any size as long as the users want their product Users **do not** want Microsoft’s product

Happy_Discussion_536

I can tell you all that lending is definitely going to mostly go to AI and mag companies will benefit. That's the beauty of unbelievably powerful companies like MSFT and GOOGL. They get the biggest slice of the growth pie.

EconoMePlease

MSFT is predicted to have a large upside this year with 40-50% gains. I’ve not seen an analyst yet that has said it’s a sell stock. All say buy, buy, buy. Reddit only talks about Meme stocks because it’s where companies go to pump stocks to either increase their own companies value or their portfolio value. This is not investment advice but just something I’ve noticed.

average_zen

100% his job is to juice $MSFT stock price and AI adoption. Period

nobertan

Broad Incompetence is why. Gaming arm blew all that money acquiring multiple AAA studios with next to no plan executed, and watched the value of them vanish. Xbox console has basically just given up even trying at this point, just turned up the gamepass price to absurd levels and removing games from said bought studios (which was a key reason in acquiring them in the first place); turning a market dominating product into a ‘questionable at best’ one. Windows 11 update is actually regressing because of the bloat and damage they’re actively doing to it, users have had enough. Their quantum hobby project is going nowhere, IVAS went nowhere (somehow they managed to get some money back on that, which was honestly surprising). Complete fumbling of co-pilot after pulling off a crystal ball deal with openAI, only to let all the first mover advantage pour all over the floor. MSFT had a broad profile of meandering and directionless products with its only shining light being Azure, but it remains to be seen how well it’s performing if it’s almost entirely due to OpenAI partnership or not. Then there’s Satya trying desperately (and it LOOKS desperate) trying to drum up support for Ai data centers. “*i solemnly swear to pay taxes*” was a good bit, making people ask “were they not already?”… MSFT is a real odd ball, as they have all the tools and market position to push on from here but somehow each division has no idea what they’re doing other than just jacking up prices to pad the books. There’s definitely a leadership culture crisis there if this continues. They’ll still be very profitable, but won’t be growing like everyone will be.

Happy_Discussion_536

Why wouldn't hyperbaggers benefit? MSFT just delivered 60% YoY growth?

Accomplished-Snow568

More bearish people are the better discount we can get. MSFT has Windows OS, for clients, for servers. They have Azure as well. It's enough to have dominant position cause big companies relate heavily on it and no Macbook ecosystem is not better than Microsoft. Office, Edge, Sharepoint, Onedrive, Teams, other tools. They are wery well integrated and it's hard to replace it.

SoSeaOhPath

Because people are afraid of their reliance on OpenAI. About 45% of all free cash flow last quarter was attributed to OpenAI. The FCF number also includes backlog. So MSFT has not actually been paid all of this money yet. So that is insane that a $2 trillion company has almost half its FCF coming from a single source. And OpenAI has a lot of commitments to a lot of other compute providers, but it is unclear if they can actually follow through on all of these commitments.

Complex-Tension8760

I believe he means buing Large Cap and Mega Cap Tech has worked out in the long run. Paul Pelosi buys ITM Leaps in AMZN, GOOG, & MSFT and retail acts shocked when they return a profit. These companies beat over 75% of their Earnings reports so it's not a stretch to say line go up.

relaxguy2

They offer sub-par to absolute garbage products with a few exceptions. I have met engineers that have worked on different products there and they have all said that they all know it’s garbage. It’s actually ridiculous that their customers put up with it but everyone in IT is just trying to not get fired and they can choose MSFT and still be safe when it doesn’t work well.

Much_Candle_942

+1  in the example mentioned in the post - Will Smith eating pasta, yes, we see clear progress, but MSFT has just been on the sidelines and their models so far are just copy cat me-toos, rather than coming out first in innovation.  As for cloud services too, they started to pump money into it only after AWS pioneered it first. It's a company run on government and dinosaur corporate contracts, and will always lag behind GOOG, AMZN and META

kinetic_honda

In general because of the insane amounts of money they are spending in the AI race. I'm long on MAG7, this MSFT dip should be considered a tremendous buying opportunity

Vast_Cricket

I am not bullish on software companies as an investor. Very few people realize it took from 2000 to 2016 or 16 years of patient waiting to get to a point of POSITIVE GAIN not stagnant. You look at Adobe. It tried to get into cloud storage and right now I am not sure why it tanked so much. Software companies does not make anything. Hardware chip, server, cloud services I can understand. I own MSFT from 2 accounts. Cost basis was $46 from a larger balance. The other account cost basis is $346 much smaller. I will not be surprised it will be under water from #2.

UndercoverOptions

MSFT has a strong balance sheet and is trading well under its FMV. I have it $550-$600. This is what I look for - strong fundamentals on companies that are trading well below their FMV. I have multiple short put positions open on this stock.

apeksiao

I'm just perplexed as to why MSFT still doesn't have ChatGPT integrated into Excel when they own 25% of OpenAI and allow Anthropic to just swoop in and fill in that massive gap.

jlw993

MSFT right at the 200 MA. How low will it go

ptwonline

Doubt. A lot of white collar tasks are repetitive and structured, but there are sooooo many non-standard edge cases that crop up and AI won't know how to handle them because each one is too rare to train them for. Large parts of people's jobs could be automated but you'll either need to train people a lot and give them time/incentive to actually learn to prompt and build agents etc or else hire expensive consultants to come and do it for them and then keep coming back to refine them. I worked with accounting and finance departments my whole IT career. What could be more structured than that? But so much of my job ended up figuring out how something went wrong when it shouldn't have or helping people to handle unique situations the software normally could not handle. A trap that analytical people (which includes most IT people) fall into is thinking that other people are also analytical and can figure things out. After decades of working with other people let me tell you: a LOT of workers are shockingly lacking in analytic ability. This MSFT AI CEO I suspect is falling into that trap.

futurefinancebro69

NFLX, PIN, some chinese company, MSFT the thing is I dont really trust metrics and feel like this is just to get my attention and begin looking into them from a value investing perspective.

dkimot

yes, there’s a series of benchmarks being performed. for instance, multi-SWE-bench tests how a model performs on various software engineering tasks. there are benchmarks that specifically measure scientific reasoning and incidence of hallucination obviously benchmarks can be optimized for and aren’t as important as real results but the thing MSFT doesn’t want you to hear about is the chinese labs putting out models that perform 80% as well for 5% the cost and releasing them with open weights. and 80% is me being conservative, GLM-5 has the highest score ever recorded on some benchmarks

NVDAismyg0d

Correct. Not a coincidence bitcoin stopped falling at 70k, ETH at 2k, Tesla at $400, QQQ at $600, MSFT at $400 etc. Everything bounced at their perfect supports 

OK_x86

What works for Elon surely would work for MSFT?

Skunk_Gunk

Sounds like MSFT will be worth a lot less then considering their entire business depends on white collar workers using Office products.

Jammer250

Nothing new, when you get to C-suite, you’re often disconnected from reality. Talking out your ass. I wonder if MSFT will be the first to experience the inevitable “AI gone wrong” that kills a major company. Doubt it, but someone will be dumb enough in a large cap

Pinkygirl7

I think MSFT and Amazon can be good long term.. Rddt possibly too just very volatile up and down quite a lot weekly

Keizman55

First thing is I only trade companies that I understand what they do and how they make the majority of their money. Next, I am a Fidelity customer so I use their resources and check what the analysts recommendations are. If they don’t align with my view I try to see what I am missing. I also use their screener to filter on the major variables that others have listed but am not strict on those unless some negative really stands out. I also read or listen to their earnings calls and have alerts set for any news on their tickers. I picked up AMAT a few months ago and had a good understanding of their business and have done really well with it, wish I had trusted myself enough to hold through earnings overnight. My other tickers that I have done well with here and there are V, GS, KO, MA, MSFT, COST. I try to avoid holding through earnings because I got burnt with Costco - was 100% right on fundamentals but earnings call comments killed it (“…something, something, something, expect tariff headwinds…”)

TheGamerHelper

These type of people and MSFT, keep thinking rebounds are gonna happen any moment. Fuck nuts

ScroogeMcThrowaway

Saw the week of the 23rd. Stuff like AAPL, MSFT, META starting do options like SPY. They have Monday, Wed, Friday expirations. Is this going to be the norm moving forward?

iamatoad_ama

I need to buy 1 share. MSFT @ 398, GOOGL @ 304, or APPL @ 254?

DrElkSnout

MSFT looking ripe after this multiples compression. GOOGL just still looks great overall. LONG both.

Acceptable_Bed_6033

About to full port MSFT leaps on Tuesday

Ok_Cry7572

Well, it's official... The entire Magnificent 7 is now negative YTD 📉 🔴 Nvidia ( $NVDA ) -1.29% 🔴 Meta ( $META ) -1.64% 🔴 Alphabet ( $GOOGL ) -2.16% 🔴 Apple ( $AAPL ) -4.50% 🔴 Tesla ( $TSLA ) -6.58% 🔴 Amazon ( $AMZN ) -13.24% 🔴 Microsoft ( $MSFT ) -16.75%

lil_peepus

I have also lost $10 on my $40 initial investment of MSFT long calls. I'm going to sell and put that $30 on $ROPE 0DTEs if it doesn't hit $800 next week. /s+

EveryoneCanWin

I have XOM, CVX, ORCL, MSFT, NET, VZ, WMT, COST and a lot of silver and gold.

Confident_Bee_6242

MSFT below $400 is 22 times forward earnings. That's a good price. AMZN needs to break below $180 before it's PE is attractive.

TheRealArmament

MSFT might be the biggest POS of 2026

CriticalBlackberry90

Crazy how stocks like NFLX and MSFT are getting battered while dogshit stocks like TSLA haven't (relatively speaking if TSLA was to correct like BAG 7 has been, given its volatility it would be in the 300s)

Sea-Dragonfruit2250

Just picked up some WMT today. I think they have a lot of upside since they are really just now starting to compete with Amazon in the e-commerce space. Plus, since they are more consumer staple than tech, they seem to go up with tech, up with recession fears, and up with “AI is going to take our jobs” fears lol. The 1,2,5, & 10 year charts all look pretty solid with a lot smaller dips than AMZN and MSFT. Now watch it announce $220 billion in capex in next week’s earnings and crash like Amazon… 🤦‍♂️

CMDR_Shepard96

Yeah, thought I was buying a safe call when MSFT was 490 in Dec..

G48ST4R

Everything will be fine. Microsoft will buy these locations for a gazillion virtual dollars to set up micro data centers. Put all your life savings into MSFT calls!

Available-Range-5341

MSFT too. They're trying to scare people so they can dump consumer staples and medical soon too. BEen through this now many times? they need a strategy

bartturner

Google is the better investment over MSFT and AMZN. But between AMZN and MSFT I like MSFT better.

SuspiciousSpyderman

MSFT please release some good news over the weekend to send this rocket up pls

pineapplekiwipen

well MSFT should do well at this price, GOOG is too much of a gamble at this point

Seadog98

GOOG & MSFT calls and chill

GammaReaper_

Checkout my post on MSFT made before the announcement. I'm describing a analytically based, repeatable approach that I find useful in trading options. Just a guess - you do TA right?

CMDR_Shepard96

MSFT green day wen 🥺 https://preview.redd.it/g1sva2t4mcjg1.jpeg?width=1439&format=pjpg&auto=webp&s=a406baa169e10cedef7d82e3a5b4331f1c977519

Impressive_Thing_299

MSFT $450 calls 04/17 😎

Domefieldadvantage

Spy and QQQ up but GOOG, AMZN, NVDA, and MSFT down makes perfect sense

Happy_Discussion_536

Even with static PE, companies like MSFT are delivering 60% YoY earnings growth.