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
$AMZN has to be one of the worst stocks to own. It's under-performed 2x over the last 5 years. The stocks suck. Management does not care about investors. It's business is so low margin other then AWS and its getting eaten alive by AZURE/GCP. they need an entire restructure of the company. Decrease debt, stop the billions in interest payment, focus on new avenues for revenue growth and scale up AI/INFRA... then bring 30-40b buybacks to offset all the insane dilution they have. That's the only way for this company to move. $META $MSFT will outperform $amzn big time here!!! DO SOMETHING
CVNA puts Monday open. Also MSFT is looking like a solid buy
Peter Lynch style investing isn't wrong. Look at NFLX, NVDA, or TSLA, AMD, META, MSFT etc if you bought the stuff your peers were using... you'd be up lots.
They are. You can bet on equities/commodities reaching or dropping below a price, whether MSFT will surpass NVDA by March, etc.
MSFT, Back in 1998 my uncle started giving me $100 every Christmas to invest into MSFT stock. He worked at Gateway and said MSFT would be around a while. He just buys me 1 share now. We joke about how expensive my Christmas gifts are getting for a him considering he's in his 70's now.
I do VTI and VOO in retirement accounts. In my Taxable account I have MSFT, NVDA, SCHG, and I sell options. I suppose Msft and NVDA are solid choices though. Volatility is rough on some days. I’ll move over to something that gives me more peace of mind at the end of 2026.
A few things wrong with picking stocks, not to mention likely more. 1. You have to be right twice. Buy low, sell high. 2. When you sell, you pay taxes. Not really the goal here. We want to avoid taxes (IE Roth IRA). Index funds? Buy and hold. They are your life's journey. At retirement, follow a SWR and never run out. 3. As mentioned above, you have a 50/50 shot at being right just within the next 10 years. After that? Your odds get worse. 4. Sectors rotate. This means stocks rotate. Which sector is next? Nvidia, Google, Apple, MSFT and the likes won't be on top forever, and we don't know how long. Brings me to my next point. 5. You have to REALLY gamble. Like, as in, be right early on. Pick a stock when it's worth nothing and then hold (through volatility) to crazy highs. How confident are you in that? Could make you millions if you ARE right. 6. People aren't as confident as they think. This is why less than 1% of all BTC holders are still holding from under $10. The rest are likely dead or locked out. Too many overestimate their risk tolerance and sell when things get even mildly shaky. Crypto is ultra gambling for the next generation. It's uncompensated risk and is always the same premise, just a new spin on it. 2005-2006 it was house flipping. That was the "get rich quick" fad. 7. Constant overview. Fundamentals change, new CEO, PL sheets, e.c t. This takes your active time and many of your life hours away to study and find the next new stocks. Good luck matching Warren Buffet, who gave his entire life to the study of company fundamentals, yet prefers his wife to own an index fund. 8. This one's the biggest IMO. Consolidation. Remember the MASSIVE gains from Dogecoin a few years back? Just like a single stock, something can trade sideways (or come back down) for years and guess what happens? The index fund investors keeps DCAing, every single paycheck and slowly passes that other player all along. They stay consistent. There are more reasons, but if you said you are fine to any and all of these, have at it. Good luck and best to you.
Microsoft $MSFT is reportedly talking with Broadcom $AVGO about co-designing chips for its data centers, potentially shifting that business away from Marvell $MRVL (per The Information, citing one person involved) Is this shit tabloid still at it
What an absolute braindead take lol. You can invest in individual equities without "gambling." I have a dedicated 401k targeting ETFs through a target retirement age, but also have an individual portfolio that's 50% ETFs and 50% individual equities since I can assume more risk at my age. Investing in strong and tested companies such as GOOG, MSFT, and AMZN is *not* gambling lmao.
i dont like how MSFT is supposed to be stable but its fate is yoked to Sam Altman who is totally NOT stable
Fuck you so much MSFT. Would've broke even on my calls today
$META > $MSFT + $AMZN Never cuck the zuck. Jassy sucks balls and sundar made satya dance.
April, 2025 Bought 300k worth of NVDA, GOOGL, MSFT, AMZN, SPY, QQQ November 2025 Sold all my GOOGL($53k gain), most of NVDA(28k gain with 10k left unrealized), AMZN(13k gain), MSFT(16k gain), and QQQ(12k gain). Roughly $122k realized gains and I paid about 24k in estimated taxes I am still holding SPY, NVDA, AAPL, MSFT, and AMZN (roughly 250k total). I have a lot of cash that I will continue to DCA slowly into SPY and drop larger amounts into individual stocks above when they dip 10% or more
It was likely an effort to get more information about "conflict revenue". There have recently been a few high profile protests about Microsoft's involvement with the IDF and how much revenue is derived from that. If those people are able to expand their issue and force companies to figure out earnings from conflict it could cause a lot of problems. Basically it comes down to the questions of where and how. Where is MSFT making money in terms of conflicts? Are they like AT&T? Bad guys make phone calls for bad stuff and AT&T makes money, or are they more involved? MSFT provides support for IDF finding and killing suspected terrorists. How is MSFT making money? Is it a simple pass through? IDF uses Outlook, Office, Azure? Or are there specific product use cases for military aggression?
The key is to buy companies that have a dominant position in some area, keep track of both their industry and their financials to ensure top/bottom line growth exists and/or some form of share holder return - buybucks, increased distributions. When those factors are no longer present that's when you sell. If you look at MSFT AMZN GOOGL AAPL MA V - why do they go up over time? Because top and bottom lines are all growing consistently over time. By same token you have stocks that swing form profit to loss, that toggle from rising to decling sales/profit and they do not outperform the index. So why sell the former when the ship is heading in the right direction? The answer is you don't. I don't recall if it was Buffet or Lynch who said sometimes the best stock to buy is the one you already own - they are saying the same thing - when the going is good, you don't get out. I had NFLX stock for close to 10 years. It has gone from under $100 (pre split numbers) to $600, down to under $200, back up to $1000. They are growing the important financial metrics year after year - I don't care what the share price noise was - I care how the company itself is doing. I can say same for AMZN MSFT NVDA stock. I held AAPL during financial crisis and it went down over 50%. Does that mean the iPhone went bust? Of course not, the markets were crashing and it was a macro issue. So it's your fault, and yours alone if you can't hold onto a stock for a long period of time.
As a shareholder and investor in MSFT I fully support these measures. If you don't like them don't invest in Microsoft or use their products. Microsoft has announced a significant increase in the prices of its commercial Microsoft 365 and Office 365 suites, effective July 1, 2026. As a shareholder and investor in MSFT I fully support these measures. Get on the train or get off the tracks!!!!!!!!!
A reminder that MSTR was trading well over 400 last year when Saylor tried to Microsoft shareholders with a proposal to buy Bitcoin, which was rejected by nearly 99% of MSFT voters
Yup. Future growth is baked in. Sold MSFT this week. I'm in next tier down. MU, AVGO, AMD, SMCI, MRVL
I got out, I should exit MSFT too
I'm holding my MSFT, that's all I know
The math says you could maximize your profit by buying at every low point, selling at every subsequent high point and then rinsing and repeating. But the math also says the odds of you be right on the up and down each and every time is about slim to none. Meanwhile I could have just held MSFT stock for 25 years and it's up 19x (without dividends).
tell that to the market. as someone who has been watching NBIS every day since January, I think the MSFT problems are affecting NBIS (based on comparatively how other AI DCs have been performing recently)
Key word there is "IF". Where exactly is the solar and wind energey coming from? Just because the resource exists, it cannot be used without extraction. In the state of WI, both MSFT and OpenAI are constructing new datacenters. The draw from just those 2 datacenters alone is projected to be (far) more than the total of all household consumption in the entire state of nearly 6m people. Is there a solar/wind infrastructure that exists to support that? MSFT is supplementing their energery with solar (which are projects to be built), as I said it does have a place. But it is not sufficient for all needs and they are also parterning with a local energy provider.
That was a whole different ball game. Activision is a video game maker and MSFT doesn’t compete in making video games but in making consoles.
ya plus its biggest customer is MSFT, which just announced this week its demand for AI is lower than projected.
Second worst day of the year, realized $3.5k loss. MSFT gaped my butt. Need to try harder next time since my record is $9k.
NVDA has room to pump AAPL has room to pump MSFT has room to pump I ain’t touching puts
Yeah I was planning to buy it when it was in its 60s pre-MSFT but didn’t have liquidity. Even at $100, I was up 40% at some time lol. But with dilution, it seems the stock is having a hard time going up.
For long term investments, I would suggest to look at the growth potential. First identify the moat of each company: its edge over the competition and edge over the market. Don't jump into the AI bandwagon right away, but try to understand what are the underlying players in this AI race/game. For example, Google, NVDA, MSFT, look at how they respond to this AI shift, what are they doing to get an edge over the competition and what are they doing to be the winners. Another thing I would add: if you think this AI race is a bubble (which I do think it is), and is comparable to the internet crash, look at the winners of the internet crash (aka AMZN), what did they do to win and stay on top.
I bought MSFT a few days ago, how'd I do?
please help me choose, MSFT or CRWV for 0dte?
MSFT OT CRWV for 0dte?
keep in mind TSLA, AMZN, META, MSFT, NVDA hasn't reach ATH, they still can push QQQ to ATH before the double top forms. keep buying till christmas rally is over
MSFT upping 360 subscription price
I still like NVDA (more underpriced) and GOOG (less uncertainty), while recently adding to META, MSFT, and AMZN during this recent pullback. I'm not expecting a home run like GOOG was last year, since nothing (except for META) is really substantially undervalued. This is risky since all these stocks are tech-adjacent, but there really isn't any value to be found elsewhere in the rest of the US market. Counterbalance that with an international portfolio in case the AI boom cycle dies.
This is not a DD by any means, but I just hate their products. I just went through the misfortune of having to install Acrobat Reader just so that my wife can fill out some PDF forms and: 1. It's a fucking GIGABYTE download. GIGABYTE! 2. Tons of BS upsells for what should be basic functionality 3. And biggest of all - it barely works in its basic function. On Mac, the fucking inputs field cursor doesn't work correctly - when you move arrows if doesn't move the cursor visually until you type. I've pretty much hated anything from Adobe that I've ever had the misfortune of using and thus I'm not going to invest into them, probably ever. I feel similar about MSFT, but not nearly as bad.
MSFT looks bottomed out you could spank it
CRWV, CRCL, SMCI, MSFT pick one, all calls, my portfolio is in your hands
calls, i know but where? CRWV, CRCL, or SMCI? orrr $600 MSFT march calls?
Tomorrow morning inverse the news. They fucked up twice on MSFT and META. Headlines will be like “ Google has achieved AGI” then 30 minutes later corrected to “Autistic General Intelligence”
I'd be cautious on AI infrastructure plays (NVDA/MSFT) given OpenAI burns $12-14B/year and can't monetize.
Someone has to fix the jank code that it spits out. Check iut the Windows 11 rollout, how AI wrote (read botched) 30% of the code, and MSFT has had to do hotfixes nonstop to patch vulnerabilities. So yes, coding is still very much an important skill to have. But just as important though often overlooked, is hygiene. If you really want to stand out amongst your peers during your first interview, make sure to wash your nuts.
Name a large company that does not have an EA with MSFT. Any company that matters will have E3/E5 by default.
I got May MSFT calls, would be great
It would be nice if MSFT pulled a META tomorrow.
Best investments for 2026. $META $AMZN $MSFT TAKE YOUR PICK. Shares + options.
Hoping for a big pullback so I can do $20K AVGO, $20K Google, $10K SOFI, $10K Reddit, then add additional to my current positions of Amazon for $20K and $20K additional to my MSFT position. I have $100K sitting on sidelines but not buying anything at current prices.
No one is translating thousands of spreadsheets into Google sheets. Rhats just additional work that isnt even a part of your actual job. Also sheets doesn't have the same shortcuts and the browser based thing is a real drag compared to an actual application when you need to create actual spreadsheets VBA has been in use for decades. Theres legacy production thats dependent on VBA code that some dude wrote all the way back 20 years ago. Companies aren't willing to put up millions to refactor code for a process that still runs. Its why MSFT still supports VBA eventhoygh they have tried to phase it out. Most of financial reporting i still done on VBA based processes. I barely know any financial analyst that knows typescriot but alot of financial analysts either know VBA or have come in contact with VBA. Also sheets sucks at large amounts of data. So does excel but thats why power query was made. Sheets is a cool thing for personal crap. But theres a reason no one in a company takes it seriously. Lastly wya more suppoet for excel compared to sheets. Almost all applications export to csv
WTF MSFT your raiding Microsoft office subscriptions again 😡🤬😡
MSFT increasing Office subscriptions prices very bullish.
You can bet they will raise prices too, and every other competitor. With the heavy currency debasement coming, everything is gonna go up in price. MSFT is just running ahead of the curve because of their pricing power.
$MSFT raises price of office 1st July 2026
Come on MSFT. Daddy needs a new DDR5 stick
META, MSFT, GOOGL, UBER, NVDA, LULU, BTC, and like another dozen good stonks that are cheap
In order to explain to you how much MSFT sux, I will just tell you the following: My NBIS bag is less heavy than my MSFT bag. All is OK in the world.
Today's like GOOG, AMZN, AAPL vs NVDA, META, MSFT.
This is the week to take positions in Meta, MSFT And AMZN before Snata rally begins from next week.
MSFT just about back to it's "fake news" lows and looking to break down further. Maybe the email from an un-named source CNBC got saying it was fake news was the actual fake news.
Sandisk is so volatile it makes RDDT look as stable as MSFT.
I lost money on a ton of stuff but losing money on MSFT hurts irrationally much even though it's only $3.5k still biggest single trade loss since June. Fuck you in your gay ass MSFT and me for being dumb
Fuck you $MSFT. Complete assclown of a stock.
Same Never held GOOG till this year, but I've been moving to it from Amazon and Microsoft. MSFT still prints money and is probably better than anyone at creating new massive revenue centers, but Amazon hasn't been able to do that ... All its money comes from AWS (and Azure will pass that this year).
Do yourself a favor and pick up MSFT Calls for late next year
Copilot is my copilot because other ai's are blocked by the firewall. Thanks IT nerds also puts MSFT
Softer sales of AI products or something, MSFT came out and said they didn’t release that news
So fake news comes out about MSFT, it gaps down, MSFT says not true and it doesn’t recover ?
and MSFT was down yesterday after a false report from the information lol
Crazy how each one of the Mags is taking their turn. First AMZN and MSFT, then GOOG, now META. NVDA and TSLA are always memes, so I guess AAPL bout to go bonkers?
Now we just need MSFT to cut copilot and I'm set
Every Mag 7 has gotten a random 4% pump, where is AMZN and MSFT?
Discord is not owned by MSFT LoL! MS made an offer for 10billion or so, but it was not accepted, discord was just gauging interest. Discord is a fully independent company
Anyone not buying MSFT here needs medical intervention
We are witnessing a clear rise in escapism and social isolation across the Western world, a trend that has accelerated over the past five to ten years. One of the most measurable drivers is the growing political and values chasm between young men and young women. In almost every Western country, men under 40 are shifting rightward while women in the same age bracket are shifting leftward—the widest gender gap in political identification ever recorded. This polarisation is not politically neutral in private life: over half of young women now say political compatibility is a prerequisite for dating or marriage, compared to just over 40% of young men. The result is predictable and already visible in the data—marriage rates continue to plummet, now roughly half their post-war peak in the US and down over 40% since the 1970s in the UK and most of Western Europe. When traditional pair-bonding becomes harder, people seek substitutes. The voids once filled by a spouse or long-term partner are increasingly occupied by pets, pornography, AI companions, OnlyFans, and immersive gaming. Pet ownership among Millennials and Gen Z is at all-time highs; OnlyFans net revenue has grown from \~$380 m in 2020 to over $1.4 bn in 2024; and the average age of a U.S. gamer, far from being a teenager, is now 35–36 and has hovered in the mid-30s for over a decade. These are not random cultural quirks—they are structural, durable shifts in how hundreds of millions of people, especially men, are choosing to spend their time, money, and emotional energy. That makes them investable. A relatively pure-play “escapism & substitute companionship” basket today can be constructed from three core pillars: 1. Gaming (distraction & achievement) EA, TTWO, Ubisoft, Roblox, Embracer, Nexon, Krafton, NCSoft, Square Enix — deliberately excluding the mega-caps (MSFT, Sony, Nvidia, Amazon, Alphabet) to keep the exposure undiluted. 2. Pets & pet health (unconditional companionship) Chewy (CHWY), Zoetis (ZTS), and to a lesser extent Petco (WOOF) or Freshpet (FRPT). 3. Adult entertainment & hobbyist escapism (sexual & narrative fulfilment) PLBY Group (Playboy) and, more powerfully, Games Workshop (GAW.L) — the near-monopoly owner of Warhammer, a franchise with extreme customer stickiness and incoming mainstream exposure via the Henry Cavill Amazon series. These industries are not only growing; they are growing because the underlying social trend—delayed or abandoned family formation—is still in its early innings. As long as the political gender divide keeps widening and the institutional trust that once supported marriage keeps eroding, demand for these substitute goods will compound. In short: loneliness is becoming a multi-trillion-dollar structural theme, and a concentrated basket of pure-play stocks allows an investor to capture it without betting on the broader market
yesterday we immediately dumped after I posted this cuz MSFT, but I don't care, it just means cheaper calls # Bers thot LMAO
Fucking MSFT windows with the system process eating 90% CPU on an idle PC is the best argument for moving to Linux I can think of (their attempts to make Office a subscription service is another). One day I’ll be motivated enough to do it MSFT is giving APPL a run for their money in terms of which is a more evil entity
God yeah! Those were the days.... MSFT hates their customers so much. I have never bought the shares in part because of this. Huge mistake. I do hold MSFT in several funds at least.
The ai adds nothing narrative was true 6+ months ago. I have slowly started to notice more and more comments like yours. Also, MSFT said these claims are false.
I’ve stopped swinging options sleep great and just wait for a direction a couple hours in and don’t hold for more than a couple hours. So what did I do? Bought a MSFT call at the bell and have been watching each excruciating downtick AH
I don't actually know what growth avenues META can further tap into. Few years ago it was AR/VR and now AI, both turning falling well short of expectations and now they're further taking on debt for capex They have a stable revenue stream in ads but that's about it. People here say META stock is a buy with recent pullback but I just don't see it. As an investor why would I not go with GOOG, AMZN, MSFT that have a far more diversified sources of income?
at this rate you'll need to sell all your shares of NVDA and MSFT to build your own PC
Thank you for your interest in join Bag Holders of America. Unfortunately, we are currently full on positions for POET, OKLO, and BYND. We encourage you to apply for our future openings in NVDA and MSFT.
It was 100% about the performance for me. The tenants was never a problem. I was maybe lucky. I know I was priced a bit below the market, but I always had a waiting list. I COULD have hired a management company... and was considering doing that. I had one that was willing to manage all the properties for 3.5% of net income... which wouldn't have been bad. One wanted 7% and they had better reviews so I was kinda debating that at the time. So I could have stopped dealing with the maintenance and all that. I did cry myself to sleep for about a month when I had to put new AC units in one apartment complex. A 40 unit building. 3 identical 40 unit properties, in 2020, 750K for a new AC unit for one of them. Now they were all the same age and the other two were fine(they'd had some repairs, but still). But, I wasn't outsourcing that yet so it was just non-stop. My Dad, now 70 spent \~15 years working basically a full-time job... he basically got a work vehicle and free tools out of it and never expected more. So I was in an enviable situation there. Even when I sold it, despite all the time he'd put into it, the sweat equity and even co-signing for me when I was younger, 7 figure loans. He asked for nothing in return. Best day of my life was when the 15 acres around his house, the hole reason he bought the house he bought, there were 15 acres, a tower and then farms on either side and a nature preserve behind it. That went up for sale and they were going turn it into a sub division(most likely). I'd put 15% into an account for him and my Mom and invested in nearly all the same equities I did. NVDA, AMZN, META, GOOGL, MSFT, AVGO and then bonds. That was in late '21/early '22. The owners came to him first and he said he didn't want to buy... and I was able to buy it for him. He was never going to take the money and his entire sentiment at this point is to make sure he leaves enough money for his kids. So I told him take it, build a house and it'll be worth 3X what he spend in 30 years. That was the best thing that came out of all of this. And... he didn't even sell any of those stocks, he just felt more confident in taking money out of his Roth and he's building a beautiful house and my Sister is moving in the house they were living in. 2 houses on about 20 acres 15 minutes outside of the City. It's a pretty cool little set up. Anyway... sorry, that was way off topic.
I would say all you listed although I think it will be a few days before some of the weird news gets clarified with MSFT. Regardless, the big boys will endure & add NVDA, CSCO & IBM to your list. Other don’t sells… TSM, ASML & AAPL.
I jumped in MSFT and Netflix today the only ones that kept dipping
Lmao this market really giving AAPL the highest multiple out of the 4 tech giants. AMZN, MSFT, and GOOG are all growing faster so if I had to guess it’s some sort of risk premium associated with their AI exposure. Meaning AI has somehow bot become a liability and a must have for those 3
Google making their own chips compared to NVDA. Their AI model Gemini is in contrast to OpenAI. Also, Chinese Deepseek exists for a fraction of the price. What can MSFT do to stop their “baby from failing?” Regardless of profit it’ll be propped up? Then what’s the point of burning hundreds of billions if there’s no returns?
Bought 100 shares of MSFT at $510. Will we recover?
“THEINFORMATION” a bearorist rag, based in San Francisco btw, has been clapping the cheeks of my port lately with their “reporting” Love to see that MSFT came out and denied their report less than two hours after it broke this morning
First 14 replies I’ll pay you to suck YOUR hairy warted cock if you tell me MSFT hits my 480c tomorrow
Not on MSFT. Maybe a bit on NVDA. I feel like the price of the stock assumes continued dominance of the market, which isn’t looking as likely now as it was a while back.
The fake news about MSFT may not be from the Bear but from the Bull. Bull have a hard time get over SPX 6850$ so they make fake news to bait Bear shot/put the market and then Bam! Fuck them in da ass without baby oil.
NFLX and MSFT dragged my port down today