Reddit Posts
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Loss porn with a profitable day to cap off the month
Gambled my girlfriends account on MSFT and paid off
New to options, so far doing okay, but I feel the big red coming one day
Me after selling my 6 mo MSFT bags for $170 profit and texting my mom that I made a killing of Microsoft stock
Revenge traded a NFLX loss into a $700,000 MSFT profit 💰
I see you out here freezin' like a bum, eatin' out the dump. MSFT the illest out the bunch. The butterfly was a caterpillar once.
I wish I never invested into LUNR and NASA. been waiting for a few weeks to sell, but ofcouse dip keeps dipping....
How to properly evaluate MSFT's capex (including neocloud contracts)?
US Stocks are Reddish..What’s Your Go-To Short-Term Pick
I have been saying for the last 4 months to buy Microsoft. Check my post history
Why is Microsoft (MSFT) up ~8% premarket after earnings?
Why is Microsoft (MSFT) up ~8% premarket after earnings?
MSFT AND META BOTH SET BILLIONS ON FIRE FOR AI. ONLY ONE GOT APPLAUSE 🚀📉
My Thoughts on $MSFT and $META Earnings and the Maturing AI Trade
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
Meta was Down 10% and MSFT up 8% After hours
🚀 Microsoft (MSFT): A Transformative Deep Dive Into the AI Landscape That Every Investor Needs to Read
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
moomoo earnings plays, how I'm using unusual activity this season
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
moomoo earnings plays, how I'm using unusual activity this season
Fellow MSFT holders, are we holding long-term or selling anytime soon?
Is anyone able to explain this drop the past few days? Are stocks like MSFT, GOOGL, and AAPL what we should be buying now?
My wife and kids said they wanted to ride rollercoasters. I said we have that at home on my phone!
Built a free all-in-one tracker for institutional and congressional options flow
AI capex is massive but where's the free cash flow? This earnings week is the real test
I built a stock screener and ran the Buffett 5 pillars ratios through every company in the UK, US and Europe and only 19 passed out of 850.
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
Question: Why Do Individual Stocks Move in Tandem w/ Others?
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
Built the Free All-in-One Smart-Money Tracker
I gonna sell these stocks and they will fly, based on recent data.
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
Stop buying my position and crashing it 🤬😡
Built the Free All-in-One Smart-Money Tracker
Azure +39%, AI revenue +123%, 4th st. beat — stock down 30%. The market has decided capex is sin...
Trimming a +20% semi position to build a defensive sleeve?
Chat will these print? MSFT 12/18 $400C
MSFT Bear Call Spread, 96% PoP but risking 10x the credit — sanity check?
Got $10k saved up. Is MSFT at $385 an absolute steal right now?
If hyperscalers like MSFT, ORCL, META, AMZN, etc are down 30-40% semi conductor stocks can’t continue to go up! Says JPM’s Chairman of an investment Strategy Michael Cembalest.
$450,000 USD on MSFT + NFLX. Funded entirely by META profits 🥳
Hands down, MSFT is the worst fucking investment I have ever owned
my MSFT LEAPS exposure as of July 9, 2026
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
Liquidated all positions: Sitting on $1.2M cash for a 2026 macro restart. How would you deploy this for the next decade?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
MSFT update – holding the bounce, but still under pressure
Microsoft's $2.5B bet might solve AI's biggest enterprise problem
Weighing MSFT plays, straight shares or a long call
Mentions
How big of an issue do you think it would be for Goog, Amzn and MSFT? Is it really that big issue of having an excess capacity? At worst they will be selling it without margin. But these companies still have very strong core business. I wonder how much of all this is priced in already. Maybe it is and if the AI is really that good and returns happen this is not priced in. Or maybe it's somewhere in the middle and the stocks will jump around 🤣.
As did MSFT, before the run-up on Friday. Still, in the low 120s, and P/E of around 20 as you say, it may be worth an initial tranche.
That's a good point, so all these headlines Google, Amzn, MSFT, Nvidia about latest round is basically propping their own paper gains. It will be interesting to see what happens. It's either AGI and huge productivity gains or years of financial ruins.
Oh man you memory freaks come out of the woodwork to ruthlessly defend your portfolios. Momentum trades have not been this bad since 2020 and 2008 (critical dates). This is readily available to fact check in TradingView. You can focus on the fundamentals all you want. They do make a lot of money. Maybe they will make even more money in the future. But you’ve also got to look at the technicals and right now SNDK is down 50%. MU is down 30%. Quote Amy hood all you want. Share NAND prices rising like crazy. None of that matters if the share prices are falling. SNDK dropped 5% on Friday while the Q’s rose 0.65%. Are you just gonna buy the dip forever? Finally, he isn’t spreading misinformation. Quit using buzzwords. MSFT did not raise their previously issued FY26 CAPEX guidance. They *may* increase it FY27 going forward. Getting all emotional and defensive with stocks is how you get taken advantage of by the institutions.
The thing is co pilot might not be the best AI for coding but it’s the “best” AI to cooperate non-tech. Proprietary data kept in house and it integrates with all the office software that corps run off. It’s the “best” to the people making purchasing decisions in those companies and will remain so aslong as it is within 10-20% functionality wise to the top AI models. MSFT enterprise moat paying off
The slowdown/reversal is going to be priced before it actually happens. And honestly, the cues are there that it's happening, and you're just biased and not seeing them. I mean, the whole reason for the MSFT pop was because they announced they're going to be cash flow positive and are not increasing CAPEX any further. I do not expect for the SOXX to top its June highs for a while. The damage has been too severe.
If the explicit goal is weighting heavier into mega-caps without picking single stocks, VUG does that. Just be clear on the look-through overlap. In an 80/20 VOO/VUG setup, your top 5 holdings (NVDA, MSFT, AAPL, AMZN, GOOGL) make up over 27% of your portfolio. If tech multiples contract, that tilt doesn't protect you from drawdown depth compared to a simple core holding.
Yep, it's clearly a shakeout of the weak hands. Fundamentals actually look stronger after seeing SKHY post profits on par with MSFT, GOOG, and AAPL. It posted Q2 operating profits of $41.5 B compared to $40.6B, $40.77B, and $35.69B for the other three, respectively. Then we saw STX with blowout numbers telling us the memory play here is intact. WDC and SNDK will report on Wednesday after the market closes, and I expect more blowout numbers. WDC is at $550, and it'll be above $700 by year end. I expect SNDK to be above $2500 by year end. SNDK is going to report EPS above $35 and then guide FY27 to $225-$250. At $2500, that's a p/e of 10 making it reasonable at least until FY28 can be more visible.
AMZN and MSFT puts in 1 week or the pump will continue for a while?
I am smarter than the market. I bought the google dip. I bought the AMD dip. I bought the MSFT dip. I BOUGHT THE GME DIP. I AM SMARTER. No i will not post my loser stocks.
Thanks for sharing ... not here to hate on this fairly sensible strategy. I've essentially been 100% SPY for 25 years, and now that base is big enough that picking stocks and trying to outperform is relatively pointless. Of course I'd love to find the next MU and ride to the moon, but we all know that ain't happening. Buying MSFT or GOOG on a dip is basically just buying the SPY, so unless I start day trading biotech penny stocks I'm SOL
retards in here are fucking **STILL** going on about an AI bubble after $GOOG $MSFT $AMZN earnings is the most bullish thing I've ever seen
I’m too cowardly to put too much of my portfolio, but did some similar trades. Made 70% on UNH myself, but closer to 5% of overall holdings. Bought in August last year with the buffet news, and had a few scares With it dropping even further with some 10%+ drops. Held on and up 70% for a one hear return is pretty awesome. Bought a small amount of MSFT as well and up 25% on that over 2 months. Will probably take those gains here soon and back to index.
I'm going to be honest with you all and this an uncomfortable reality you may need to accept: Judging by the memory & storage shortage & high prices we see today, expect to see high prices & a shortage of sex robots in 2030+ That may mean some of you may need to share a sex robot just like technically you're sharing a woman with other men when you hire an escort. And I'm going to take a page out of $MSFT, $AMZN, $GOOG playbook and amass as many sex robots as I can and then rent them out. I'll be a sex robot pimp 🕴
doing all the above after 1 year. Thanks to many bits of advice etc people post here and other subs. Buying in times of fear for undervalued companies. Recent examples; EasyJet MSFT Google
These companies are not stupid $AMZN, $MSFT, and $GOOG. They’re spending even more money because it’s incredibly profitable to increase capacity Look, if you were running a business that was capacity constrained and had really high margins, you would beg, borrow and steal to expand that business.
>"is the market cap low enough that this company can grow significantly" Meanwhile the 10 largest market cap companies over the past decade: AAPL: 1,100%, 28% CAGR GOOG: 900%, 26% CAGR MSFT: 750%, 24% CAGR BRK: 300%, 15% CAGR XOM: 100%, ~11% CAGR with dividends AMZN: 800%, 25% CAGR META: 470%, 19% CAGR JNJ: 160%, ~12.5% CAGR with dividends JPM: 500%, ~22% CAGR with dividends WFC: 75%, ~9% CAGR with dividends
It depends how you look at it. GOOG issued 87M in new shares this year and that money is already spent. MSFT hasnt issued any.
Have you been patient? Has it paid off? Keep us posted. Congrats from a fellow MSFT leap holder.
Thanks. I also held AMZN, MSFT, NFLX, and TSM.
What’s the Best Buy now to long AI if I want to diversify away from semi and memory? I am considering GOOG, MSFT, AMZN.
MSFT and AMZN mooning after earnings was a pretty good tell GOOG follow to some extent, but betting on 350 0dte is crazy...
GE, JPM & MSFT aren’t boomer stocks?
Charts that aren't boomer stocks that actually look constructive right now: CRWD(all of cyber), MSFT, ANET, JPM, GE
https://preview.redd.it/5qz82fd7oogh1.jpeg?width=188&format=pjpg&auto=webp&s=4c09d32b56af6f1aa7b9ae12cf52d754edda0035 My biggest position in my long term account became MSFT a few weeks ago. I took an 8% portfolio position because this prolonged dip/dump seemed highly regarded as every company needs Microsoft seats, every year, so the cash flow is there. The dip was a high conviction buy. Glad you did this with leverage 🙌 now sell before it goes to zero, regardless
current port AMZN GOOG MSFT AVGO SNDK and INTC, what am I missing
Now AMZN has the "this stock has recently experienced elevated Volatility". Nice to join MSFT in meme status
Will MSFT get back to 475, or go back down to 400? Not even the wisest can tell.
I sat on Netflix and watched it drop for months and finally said fuck it, ate the loss and bought MSFT.
nice moves on the MSFT gains, gotta love deploying that house money lol. UBER's been a tough one, feels like it's been consolidating forever, but that Pelosi mention definitely catches the eye. i've been keeping an eye on the politician tracker on ThetaPal for a while and its wild how often those moves line up. what are your exit targets on NFLX if it pops?
WMT and MSFT are a tad more essential to the economy than RDDT. But yeah I wouldn’t touch WMT at this valuation.
Imagine if I didn’t ape into MSFT when it was the lowest this year.
I feel like Google has the better talent moat and innovation. MSFT has the institutional knowledge and tech heritage to figure it out, but feels bloated outside of Azure.
MU, TSLA and MSFT calls will rip next week.
News came out late about MSFT fudging numbers...lawsuit just dropped
My MSFT was called away. I'm okay with it. Good riddence
So just buy MSFT and get best of both worlds then 🤷♂️
RDDT is absolutely *not* valued as a high growth stock. It has a PEG of something like 0.6. Fucking WMT has a PEG of 4, which is 7 times *worse* than RDDT. Hell, MSFT has a PEG of 2, which is 3 times “more expensive” for growth than RDDT, and RDDT doesn’t even have meaningful capex like MSFT does.
I’m moving into MSFT puts. Hit recent highs so we’ll see how this plays out. Going out to November on these.
I can't imagine MSFT dipping enough any time soon, it's still cheap
There's nothing wrong with anything you described. Whether Microsoft was paid with cash or borrowed money makes no difference to MSFT. They still get paid and the earnings are real. And borrowing money doesn't automatically mean a business is doomed. That's how businesses grow. They raise capital, borrow, and invest to build up and then make profit. Whether OpenAI succeeds or not is a different conversation, but the mere borrowing factor itself isn't a smoking gun.
What are you talking about? We are great at logic! If A = B, then B = buy MSFT QED!
Need some advice guys, I have 28 shares of MSFT @386. Should I trim or just hold? It’s about 35% of my port
That META and MSFT pump in last minutes was crazy. 0dte lottos went up crazy
**BanBet Lost** — /u/ResponsibleAnt8049 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▼ | $450.42 → $414.39 | -8.0% | 1d | Lost |
Summary of my week: Bought MSFT puts, AAPL calls, AMZN puts. I am retart
So was a good week for me, been stacking MSFT 3x leveraged at 370 levels since February, became 2/3 of portfolio and hold through earnings. Been stacking AMZN and google 2,5 leveraged the last couple of weeks during the dip and bought myself in to Nebius yesterday very early @148 levels.
I would not hold long into a weekend after it got ripped up on EOM window dressing into an active war after a bunch of shorts got blown out and we bounced off their dead corpses In fact I am very short right now. MSFT 8/7 450p
MSFT and GOOG gang eating good this weekend!
all the retards swarming into MSFT are going to get rinsed next week
Man what a run the last two days for AMZN/MSFT shareholders. It's about time.
Feel like this is a good spot to sell my MSFT.. which means when I do it will rip up to $500 lol
TLDR: play the range, even if it’s still forming. The first time Microsoft went up to 460, then dropped HARD, so I sold everything on the way down at 424. It almost immediately dropped back down below 400, so once again, I started buying heavily. \*\*This time, I used that 460 as my selling guide\*\*, so I sold half around 450 after earnings, much better than my original 424. But it feels like there’s a re-rating for software, Microsoft and ServiceNow especially, finally getting some respect, so this time I’m gonna watch the price action and maybe hold the other half (it’s A LOT) for a long time. Buying is a science, selling is an art. btw NOW stock: identical story to MSFT, basically identical timeline, u can overlay the charts and see.
For everyone saying this is crazier than 2021, its not. I remember how MSFT missed earnings in 2021 Q3 and it dived -6% only to be on green 10 seconds after it. The volatility on large caps was even back then undescribable
MSFT recovered in two days two months worth of losses. This is a casino truly lol
Ok, MSFT - pumped GOOGL - pumped AMZN - pumped, Next in line, NVIDIA When? August in month when NVIDIA reports. When exactly? August 26. What's afterwards: China meets US in Washington (september)+ NVIDIA keynote
GOOG MSFT my sweet loves come here so that I may suckle on you
Just a guess, but probably because they do not have a proven cloud service yet. MSFT and AMZN are showing that these investments are paying off. Look at the Azure and AWS growth rates.
I said the earnings are a mirage and I stand by it. MSFT just increased their lifespan of data centers to 25 years. >which is where your point lives. My point is much bigger than that. The real expense is never ending exponential growth of these assets. Just looking at the latest quarter income doesn't say anything meaningful. If we go back to OP, he was using earnings to justify the market.
NVIDIA is KING MSFT is his eldest SON AMZN is his second SON
Fuck apple Shit stock MSFT will overtake as world most valuable company
of course when I don't fuck with MSFT and AMZN, Capex spending is suddenly wonderful and the pay off is clear and obvious. But when I was holding, even though there was 100's of billions in backlogged demand, Capex was a big no-no and they got punished for it. Fucking typical dude.
I’m a paper handed bitch but I’m taking some gains today. Goog and MSFT might go up more and for that I’ll keep my longs in shares. It was a good day to cash out options though.
You’re getting a mean reversion bid on all the Hyperscalers which were way oversold. Especially MSFT and AMZN. Thats enough to keep the index up. You only need 3 or 4 mag7 and you get a green SPY.
shorting bitcoin always prints. MSFT insolvency coming up
META is up more than MSFT lmao
AMZN to 300 GOOG to 400 MSFT 500 eom August
SK hit limit up, ai capex continues to grow, and showing profit for MSFT and AMZN. Yes its hard to believe
The split between MSFT/META and AAPL/AMZN this week has been interesting.
Holy fuck AMZN GOOG and MSFT making me rich
All those cunts saying MSFT was dead money. Same cunts crying rn.
Keep them you don't want to miss out on gains not because I have MSFT puts
MSFT is so overpriced, azure is literally trash I have to deal with their BS 5 days a week.
To buy MSFT $480’s or not to buy 🤔
Time to bleed DRAM and send all this nice value back into GOOG and MSFT
Indexes are up despite the bond market. People taking profits in Apple. It’s been hot for a while. Things like MSFT and AMZN that haven’t been good trades are finally waking up. Money rotates into different sectors/stocks. It’s not a market wide correction like you’re making it seem like. Even blue chips like Apple will have bad days.
MSFT is done gotta be down from here poooots
Waiting for MSFT leap gains posts
jokes on you, im finally up 2% on MSFT
MSFT and AMZN keep on trucking, folks watching their portfolio tech stocks take a 50% hair cut over the last few months desperate for some safety/gains
Like I said earnings season. There’s always large swings after earnings in most stocks. Just look at the options chains. MSFT had like a 8% implied move going into earnings. Obviously it popped more than that but it happens. A lot of these mega caps have large implied moves based on options pricing.
MSFT target price eoy now? im up 10k from last nights push. i have shares because i am a pussy
buying the MSFT and AMZN dip was the most absolutely obvious play ever why did *you* not do it?
who has balls enough to short MSFT
It's mainly AMZN, GOOG, MSFT, META, NVDA and AMD holding the SPY up today.
Yen carry trade = risk off = buying proven profit making companies like MSFT Yen carry trade contained = risk on = also buying proven profit making companies like MSFT
#Every day they pick a different stock to pump SPY. Yesterday it was MSFT today it's AMZN. LMAO🤌
MSFT is still a bargain at the current price, I wish I had more money to dump into it
Why is MSFT still going up, it’s not supposed to do that
MSFT KEEPS going!!
Why wouldnt I buy MSFT when it was 360$ if I could buy some garbage....