Reddit Posts
All BS aside, how’s calls on MSFT looking this week?
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Need to practice option trading with paper money
Who’s ready to burn their life savings this week
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Who’s buying MSFT & AMD calls for earnings?
I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP
MSFT has now overtaken AAPL in market cap.
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Is it normal for the index funds to be weighted this heavily by mega caps?
What are your top picks for the top performance stocks for this year?
Epic V Continues to Show How Little Risk Exists
Has anyone seriously looked at Global Foundries [$GFS]
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting
Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.
The true interpretation of Friday's Jobs Report
A true interpretation of Friday's Jobs Report
Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip
LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!
And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?
If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?
Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?
Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?
Keep an eye on $MSFT (potential put money making opportunity)
If you had $40k to invest right now, what would you do with it?
The NYTs is suing Microsoft and I think there is a profitability play on their stocks
New York Times sues Microsoft and OpenAI for copyright infringement
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
Question regarding this type of Play Option?
The biggest lesson that I've learned in my 10 year investing career.
MSFTs Open Ai will raise funds with valuation of $100B
Mentions
Similar place - 75 y.o. and still love the market - but a good year+ in cash (SGOV, SPYI), 40% in ETFs and the rest in the usual suspects (AMZN, MSFT, NVDA, etc). My horizon is limited but I can weather the storm. If it ceases to be fun I'll stick to safer investments.
I am doing that right now with MSFT, NVDA and AAPL. I ride the laggard until it becomes the leader, then rotate into the new laggard. Currently riding AAPL.
By the end of next week NVDA 170 TSM 250 AMZN 240 MSFT 515 META 750 ORCL 250 PLTR 150 HOOD 105 AAPL 220 AMD 160
Fun fact: IBM has outperformed GOOGL, MSFT, AAPL, and AMZN over the past five years.
Kind of crazy. I'm trying to get some perspective for the year and on my portfolio, and while so far I'm not doing too shabby, it's interesting seeing what's driving my gains. (All these are YTD.) (You can go ahead and call this a flex post, sorry.) * CSU, LMN, TOI, have all yielded at least \~15% since I bought in November, February, and February respectively. * RKLB is up 44% YTD. * NVDA up 19% and AMD up 14% YTD. * BN up 7% since January, but I doubled my stake in April and hit near the low so am up 16% on BN for the year. (Second batch of shares up 30%.) * ATRL is up 29% YTD. * MSFT is up 18% YTD. And my largest holding being that small cap bio-tech I can't name at risk of being stoned, which is up 11% YTD. Then we have the two dirty boys, GOOGL and AMZN, who are getting punished at **-5.1%** and up 1.8% YTD respectively. I'm kind of astounded that they are doing so poorly given somehow everything else is having one hell of a year. I'm not about to come here every day and complain, but even *AMD* has had a turnaround of sentiment in the recent few days. Holding both hoping for an eventual breakout of resistance or turn of sentiment, but damn. Really? (At least it's not Apple, which is down 14.7% YTD.) Anyway, while I know I'm too concentrated in tech, I feel pretty good about the portfolio *for now*. Uncertainty is abound, but we're hitting ATHs and I'm going to try and hold through most noise. We'll see what happens.
Saying the reason behind why Siri is a problem would be considered against Reddit rules and get you banned for Having 1 Basic opinion... similar to a path MSFT is going down.
At this point none of the “pure” ones. IONQ and similar have price posts that are laughable and I wouldn’t put a dollar in there. If I was going to bet on Quantum I would put it into NVDA, IBM, or MSFT to ride the wave without the ridiculous risk.
but MSFT has been at ATH since May
guys serious question. is buying MSFT/NVDA leap calls 5% OTM literally the dumbest way to make easy money?
Tim Apple, you really going to let MSFT and papa Huang run a train on you?
Ya and im pretty sure until Jassy leaves or someone else jumps in, im pretty sure MSFT will beat them in the stock returns in the future.
Whats funny is that Meta and MSFT despite being the two highest spenders in the hyperscaler space still does share buybacks And return cash to shareholders via dividends and actually increases them yoy. And most importantly both companies offer GUIDANCE on their earnings reports something that Amazon doesn’t do. How does it benefit shareholders in that fashion?
I bought 10 puts MSFT strike 500 and sold 10 puts strike 490, expiration 11th of July. There should be a small pull back after hitting all time highs but mostly it’s just a bet.
Freedom in 2025 is watching the merican dream slip farther away year by year and knowing 80% of your tax money goes to blowing up poors. Nvidia will eventually own the govt, along with MSFT & HIMS.
NVDA gonna be the first 4T company, MSFT may be gets there little late
Actually MSFT said they were slowing down development of their own chip which would help NVDA a little.
MSFT prohibited from breaking 500
Why tf is MSFT allergic to the number $500 😭
I made $2 profit off MSFT calls today. I was down over 60% this week, I just wanted to get out atp
Has GOOG considered firing a bunch of employees and immediately replacing them with H1-B's? Seems to be working well for MSFT stock price
Looks like a lot of banks are on the wrong side of $MSFT options.
MSFT layoff havent hit the data yet. -9000 high paying jobs, it’ll get offset by +9000 wendy workers
Race to 4T between MSFT and NVDA, my bet is on NVDA
MSFT calls go **BRRRRRRRRRRRRRRBRAPBRAPBRRRRR**
I was gonna sit out today but man those two MSFT 492.5C I sold at close have doubled lol.
Yeah we put 10% into schd. 50% into VTI/VOO. 10% each into MSFT, PG, and LMT and 10% in random. We are 30/31
border patrol DHS and others....but the big one is coming on layoff soon, called the RIFS! this one will wipe out all those gains and huge unemployment....MSFT laying off thousands while gaining ATH in value...something smells
AAPL and MSFT gotta go now, there is no innovation anymore just greed
QQQm first of all. Then I like META, AMZN, PLTR, HOOD, RDDT, NVDA, MSFT
MSFT fires 9000 more people while simultaneously applying to bring in 14000+ H-1B'S
GOOGL & MSFT Both down. But only one of those two things is surprising.
Of the 9,000 people laid off at MSFT, I wonder how many were in middle management roles 🫣
MSFT layoffs? calls. imagine how much more money will be made without the middle management karens commanding them how to make things
Had the same thing with MSFT
Bought MSFT Calls pre last earnings and sold for $0.50 cents. MSFT crushed earnings and those contracts were worth $12/piece following morning. I would have walked away with 100k but lost $500 instead.
Is it only down from here for MSFT in the next week or so?
Oh, I see MSFT did another 9,000. Ow.
Significant number of MSFT job cuts will be from the gaming sector. quite frankly is a long time coming, all that tech muscle and can't even produce more games than Sony who only has 1/10 Xbox's budget.
If MSFT hits $500 tomorrow, it will not come back below $500 ever
Microsoft, $MSFT, has requested 6,327 H-1B visas, mostly from India, in Washington, per Amanda Goodall. That same month, it laid off 2,300 workers in the state.
So, you don't want MSFT?
is MSFT going bankrupt why are they laying people off so much
META calls , GS puts, PLTR calls, SBUX put and MSFT calls in the latest round/1 week. META calls at 740, MSFT at 497 and GS at 680 PLTR at 135 and SBUX at 90
Normally announcement of layoffs is seen as a good thing for the company's stock as it means the company is running leaner and more efficient. With MSFT its a different tale, it went to show the company didn't just overhired by a inch they went the full country mile in crazy hiring and now they gotta start laying off employees before it starts affecting their bottom line.
What are even markets anymore? The only things that are at all time highs are MSFT, NVDA and some other large caps. Everything else is still below their year start prices
I agree with this. AAPL is a dud, but I personally am doing MSFT + GOOG.
Thoughts on MSFT LEAPS? Is it going to pick up the momentum or is it overpriced now?
I have been successful selling weekly puts on margin, specifically on stocks I own or want to increase shares of (upward stock/trend only). Examples include AAPL, NVDA, MSFT
MSFT cuts 4% of its staff, it should go up by 4% 😁😁
MSFT noooooooo!!!!!!! You were the chosen one.
It’s been a fairly tight D1 bull channel since earnings. Draw lines, buy a small position at the bottom and add a bit when it goes over the middle. Sell at the top. Little choppier than some D1 post earnings grinders (MSFT, RBLX until yesterday), but definitely a good bullish long.
Rotation out of MSFT and port Apparantely
Had MSFT and META today.... painful watch!
can MSFT actually go up instead of sharting its diaper above 492
Have you heard MSFT is the new Googuh
100,000 people, almost 10,000 just at MSFT https://preview.redd.it/9p4efqrlehaf1.png?width=543&format=png&auto=webp&s=1cdf24d0282821365b222d5d9a96958febc91b09
MSFT has been trapped at 492 for 24 hours Break free
MSFT about to go green and rocket SPY
MSFT laying off 9000 employees... The private sector lost 33k jobs in June….Market Pumps. Lol. 🤡 🌎
I know I am barking about INTC...I just highly believe in this company. Yeah, they totally dropped the ball as of late...but the belief that the US will try their best to onshore chip manufacturing, which INTC will have a large part in. I see INTC like BA...the feds will not let it fail, it is waaaaay too important of a company to fail. Worst case ontario....INTC is bought for $25 per share by Amazon or MSFT or some big ass company that wants to build their own chips en mass.
Yall ever just sitting on your MSFT puts for a couple months while it gains like 25%?
AUG15 MSFT calls? Good or bad idea. It's been going up for so long I'm dubious.. surely it's due for a correction
it dropped one day doesn't mean your thesis is right. this is as stupid as the other guy shorting MSFT. if i were you i'd get out asap.
Tesla has been a net issuer of stock, rather than a buyer, both recently and throughout its corporate lifespan. Compare that with its Magnificent Seven peers, which have been buying stock hand over fist, other than AMZN, which is at least neutral to modest. I got these data from Macrotrends (links to each company below). Amounts are shown in thousands of dollars (typo on their website, which says millions), positive signs indicate buybacks, negative signs are issues. Note that NVDA's "last year" is 2025, whereas the others are 2024. |Company|Net Buybacks, Last Year|Net Buybacks, Cumulative| |:-|:-|:-| |[AAPL](https://www.macrotrends.net/stocks/charts/AAPL/apple/net-common-equity-issued-repurchased)|$94,949|$719,984| |[GOOG](https://www.macrotrends.net/stocks/charts/GOOG/alphabet/net-common-equity-issued-repurchased)|$62,222|$297,956| |[MSFT](https://www.macrotrends.net/stocks/charts/MSFT/microsoft/net-common-equity-issued-repurchased)|$15,252|$223,168| |[NVDA](https://www.macrotrends.net/stocks/charts/NVDA/nvidia/net-common-equity-issued-repurchased)|$33,216|$56,934| |[META](https://www.macrotrends.net/stocks/charts/META/meta/net-common-equity-issued-repurchased)|$30,125|$137,899| |[AMZN](https://www.macrotrends.net/stocks/charts/AMZN/amazon/net-common-equity-issued-repurchased)|$0|$7,237| |[TSLA](https://www.macrotrends.net/stocks/charts/TSLA/tesla/net-common-equity-issued-repurchased)|\-$1,241|\-$22,540| We also can track [insider purchases](https://www.reddit.com/r/StockMarket/comments/1k6lpmi/what_are_corporate_insiders_doing_with_the_mag_7/) for companies on the open market. When I last updated it, MSFT, NVDA, GOOG, and META insiders were buying back their stock. APPL, AMZN, and TSLA insiders had yet to buy a single share on the open market in the last 12 months.
MSFT laying off 9000 more employees. Job losses in the jobs report. Tesla abysmal numbers. Stock market: this is fine.
MSFT is getting rid of few people.
$MSFT to $600 at Davidson.
I didn't say "software lock" was the only reason, if you want to term it that way. As ML engineer you most likely aren't involved in infra and hardware architecture, you are just the consumer of it. It's just a "tool" provided to you. If I am a large SaaS software provider, I can deploy to AMZN AWS, MSFT Azure, GOOLG GCP or ORCL OCI using Kubernetes and dealing with small naunce of different clould provider API's. Not ideal, but achievable. What's you're talking about is nearly complete rewrites of code. Substantially less than ideal.
How the actual fuck is NVDA bigger than MSFT Nah this market is cooked Dot-com Part 2
It doesn't really make sense for OpenAI to adopt a GOOGL proprietary chip. OpenAI is already using MSFT Azure, signed on to use CRWV services and will be a major player in Project Stargate. In each of those cases, the backend is powered by NVDA GPU's on CUDA platform. Why would they want to do something different in GOOGL GCP?
I am just really angry that MSFT didn’t hit 500 as a whole number, fuck this life and am not even holding MSFT
That would be so funny if Apple became a 4T company before NVDA of MSFT lol after its shit year
MSFT touched $500 yesterday and noped out
Is now a good time to sell MSFT and buy something else like GOOG? I have just over 100 shares of MSFT
Big data, infrastructure, chips (AMZN, GOOG, ORCL, MSFT, NVDA, AMD, DLR)
Idc bout anything, I js need MSFT to hit $500. I WAS SO CLOSE 💔💔
MSFT NFLX don’t like big beautiful bill, stop going down
Can confirm. I have MSFT and NVDA. Eli Lilly has blown up too. Life is good.
It’s at ATH. Why MSFT?
They squeezed MSFT NVDA ORCL META. Now the money going to AAPL
Adding MSFT , it’s the most stable
Why tf is MSFT falling as soon as I buy calls
all you have to do is watch MSFT, SPY just follows it to the T, it's apparently the only holding that matters.
>45% of VGT is in 3 stocks: AAPL Apple Inc. 17.17% MSFT Microsoft Corporation 14.34% NVDA NVIDIA Corporation 14.22%0
Hasn’t for years. He’s in boring shit besides MSFT. Like John Deere, Waste Management and Berkshire. He went full boomer after talking with Buffet. He’d be worth a trillion dollars had he not listened to him.
And the likes of MSFT NVDA NFLX are increasing revenue year after year after year. Remember now the basis of this comment was "megacaps" - not all companies. How do you become a megacap? By defintion you have to keep growing. Everyone has different definition of megacap, but let's say if it's 10 that's 2% of SP500, or if 20 it's just 4% of SP500. Considering NYSE/NASDAQ list roughly 8,000 companies (the number always changes), you are talking well under 1% of listed companies. These are very special companies.
Dude I js need MSFT to hit $500 already
Jesus. I’m saying that there are times to sell and use your gains and that is pretty obvious to someone that has lived through black swans and watched liquidity disappear. For example, I sold almost our entire portfolio except for some palantir, Costco and MSFT in late January and used that money to pay off a HELOC and all of our remaining student loans. Still happy with the decision despite missing out on some subsequent gains because, while it wasn’t necessary that I do so, it was the financially prudent call at the time.
I personally think going heavy into tech is the way to go. The tech index has performed more than double the sp500 over the past 30 years (even accounting for the dot com crash). I think the 30% satellite is more reasonable than what I’m doing. However, I feel like if you go over 10% tech sector you might as well throw caution to the wind. My portfolio: 25% large cap (momentum/quality). 25% mid/small cap (momentum/quality). 25% tech ETFs, 25% single stocks (NVDA, MSFT, PLTR, BRKB, TSM, AVGO).
#AAPL should take their $150B of cash and just buy NVDA and MSFT stock
How do you deal with moves like MSFT right now, it seems like the rate it is going up is nuts and hard to sell CCs when it is moving so much. What DTEs do you trade?
I just see a lot of success in this one particular sub reddit, and that’s why I asked for advice. A lot of people said their buisness was failing and blah blah blah. I’m just gonna listen to my own research from now on. AAPL isn’t a top 5 market cap giant for no reason. It’s gonna run like MSFT and NVDA and META.
I'm hoping soon - MSFT is my biggest position by a lot, and I'd like to see a 4 or 5:1 Split, so I can sell Covered Calls on a portion to trim while making some revenue