Reddit Posts
Microsoft's $2.5B bet might solve AI's biggest enterprise problem
Weighing MSFT plays, straight shares or a long call
The AI capex numbers are getting hard to ignore, but I can’t tell what the market is missing
The move of $MSFT into physical AI is a transformation that warrants a buy!!
MSFT - Bearish Cup & Handle Pattern - Next $342.
Almost lost everything. I promise not to be stupid again…for now 😂
MU stellar earnings = SOXX ⬇️ MSFT & AAPL bad news = MAGS ⬆️
I'm retarded. Have a feeling this will go down even more.
MSFT, META and AMZN are generational buys right now
Any big balls betting on hyperscalers before the Q2 earnings?
Top stocks hitting 52-Week Highs/Lows - June 25, 2026 📈 📉
POV: You've been buying the MSFT dips for the past months
If you're not buying MSFT/MSFU at these prices what are you even doing?
MSFT and NFLX are cheaper today than April Liberation day last year
Instead of investing in dying companies you get in on one of the Mag-7 at really low value.
Microsoft is now cheaper than the April 2025 Tariff crash, yet TTM EPS is up 30%. Huge bargain
Market rotation is becoming obvious but retail is still stuck in old narratives
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Micron Price Target Analysis Part 2
📓 Daily Brief: Theta Gang Goes To Wendy's
Mag 7 selloff: real risk or just oversold panic?
Is it over for $MSFT. Microsoft Office is going the way of Adobe.
AMZN Extremely Undervalued
SpaceX stock tumbles 16.4%, shaving off most IPO gains since debut
What's might be driving todays fall for Hyperscalers like GOOGL META MSFT AMZN
AI is disruptive. Individual companies have never been more volatile. What’s the argument to not just buy indexes?
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
MSFT around $378. Falling knife or finally reasonable?
What do you think of "forgotten" tech stocks that are past their peak/cultural popularity?
Genuinely what on earth is going on with software right now? This is completely unhinged.
The AI trade is starting to look like a copper trade too
22% down on MSFT calls, scared, should I sell?
I have lost every position I've taken since june started.
$QCLS Photonics = Multi-Bagger Swing Potential: Solving AI Computing & Fundamentally Underpriced
MSFT Dec 2027 400C, who else loaded LEAPs this week?
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
somehow, MSFT opening tomorrow like
That is all i need to know about SPCX
New midweek expiration dates getting approved by regulators
Holographic/VR/AR Industry Development Weekly Report, Week 23
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??
OpenAI confidentially files IPO paperwork
I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?
AI bubble to pop soon because of SpaceX IPO?
Meta weighs big equity raising after blockbuster Google deal
Comparing Cash Flow Valuations Across Leading Tech Giants
Big Bucks, Bigger Bets: Who’s Winning the AI Money Pit?
Need this MSFT call to go well. Broadcom has ripped me
Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
Mentions
MSFT is green. It’s gonna be a red day
Need it to hit 400 first I have a bunch of LEAPS, went into MSFT becuase I had way too much semi exposure earlier
let's all take a moment of silence to laugh at MSFT bag holders for the 100th time... haha
I go check and my MSFT is at exactly 0.0% like that's surprising I guess it opened a little bit up early tonight
Why is MSFT down 7% in the pre-market? What did Gates do now?
hey moron, the ones bring down Nasdaq 100 are the ones in RED. GOOGL, MSFT, AAPL, SPCX.
I'm holding MSFT calls so probably
MSFT back over $400 this week?
I can’t decide if I love MU more than I hate MSFT. I’m long MSFT.
Don't know if I hate MSFT more or KOSPI
Semis would be AI hardware where as NOW or MSFT is software
Lmao. Imagine not being long MSFT. Absolutely ripping on hyper liquid and will be 400 tomorrow no fucking problem
I wasn't paying attention to MU this year, so I missed the opportunity. Now I'm hoping it drops further so I can build a position—then, of course, I'd like to see it recover. I'm not rooting for anyone to lose money. Over the past five weeks I've sold a lot of positions using stop limits to protect my gains. You can't time the market, but at this stage I'd rather lock in profits than risk giving them back. Ironically, everything I sold (META, MSFT, GOOG—all in my IRA) has continued higher. You can't complain about gains... but I still do. 😂 I now have more cash than ever parked in SWVXX, and I'm trying to figure out when to deploy it. I don't want to miss a major rally, but I also don't want to buy before a bigger pullback. I get that If everyone knew the answer, we'd all be rich, so I'm doing as much research as I can. I even considered buying 1,000 shares of MU, but that's a big allocation and gives me pause. How much lower do you think MU could realistically go? Congrats to everyone who bought at lower prices. My biggest investing win was BAC—I bought around $5, sold at $41 after about 12 years, reinvested the dividends along the way, and turned a $100K investment into roughly an $800K gain.
If compute starts to trend down, what’s the next AI bottleneck? Data? Money might flow out of semis into recently underperforming stocks like META/AMZN/MSFT. I also like GOOG/RDDT because they toe the line between AI/Software better than others. They are ad centric businesses with AI exposure
MSFT is a sleeping giant, good for a trade, good for a hold
Maybe MSFT will open at $410 🙏
What is the chance of MSFT hitting 1000 by tomorrow?
That RDDT call is bold but I dig it. I’ve been thinking about MSFT calls but haven’t pulled the trigger yet. Maybe I’ll join you
MSFT is using it now. Not exclusively as their only LLM. Make sure you can understand that lol
MSFT bout to stand on business. 430 EOW
Serious question, I'll try to keep it on topic: Why do sperm donors have to donate every week for 1-2 years long? Why can't it just be a one time thing? Anyway, I'm still bullish on $MSFT and expect it to moon rather soon than later. Thank you for your attention to this matter.
Genuine question is this just a way to extract more from the clients or is this because the actual AI “isnt good enough” whether they are incorrectly using prompts or whatever so they need help from MSFT?
You’re not totally wrong that margin can create forced selling, but I think the mistake is treating it as the main explanation for every sharp AI-stock pullback. Leverage can definitely make moves worse. If a crowded group of stocks drops, some accounts get margin pressure, brokers may liquidate positions, and that selling can hit other names in the same account. So yes, it can create a cascade effect. But it’s usually one piece of the move, not the whole cause. AI names are already highly correlated because a lot of investors own the same basket: NVDA, AVGO, AMD, MSFT, SMCI, etc. Add ETFs, options hedging, quant/risk models, profit taking, valuation concerns, and earnings reactions, and you can get a broad selloff without margin calls being the only driver. On penalties: the “penalty” is mostly practical, not like a fine. You can be forced to sell at bad prices, lose control over what gets liquidated, pay margin interest, face higher margin requirements, or have your account restricted if you keep creating problems. In extreme cases, if liquidation doesn’t cover the deficit, you can still owe money. So I’d frame it like this: margin probably amplifies downside in crowded trades, especially high-beta AI names, but it’s hard to prove it’s the main driver unless you have actual margin debt/liquidation data. The bigger lesson is that when everyone owns the same growth theme with leverage, the exit door gets smaller during selloffs.
MSFT gunna moon to $420-$430 then fall back to $370 two days later
Think imma short the Russell and go long MSFT into earnings Yes in retarted
MSFT opens $400+ on Monday right!?
I heard MSFT is making a Clippy AI. It will stare at you with disgust when you ask it to write your Wings fan fiction and ask you to clarify whether you wanted Tony Shalhoub or Thomas Haden Church to be dominant.
MSFT gonna be my bestie this week 😍😍
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $500.00 (above) | $390.36 | +28.1% | Jul 10, 5:06 PM |
What are the bros who bought into NFT DeFi shit buying today? MSFT?
This might be the meth talking, but investing in MSFT the other week may be the greatest financial decision i've ever made
Thanks! Relatively limited I think my port is current cash (20%) then it's split between GOOG, MSFT, AVEX & KTOS (drone companies - little unsure on these, but there upcoming contracts are suggesting potentially good things for both in the next 12-months), CCL (cruise company - heavy debt from Covid but keep posting great numbers every year). I also have a stake in the crypto-currency company Ripple which has grown a fair bit, but that's only available on private markets. GOOG, CCL and Ripple I've owned for years at this point. AVEX, KTOS & MSFT were all purchased in the last few months on dips.
Looking forward to telling my future grandkids someday I bought and held MSFT for a couple years and somehow lost money, only for them to respond What's a Microsoft?
JNJ and MSFT has performed really well, and may continue to do so if the ai investments slow down.
Agree. I think MSFT is a bargain right now.
TSM, GOOG, MSFT I'm willing to bet that at least 2 out of the 3 print on earnings day
NOW, MSFT, TEAM (check their last earnings before say anything), CRM
But who is buying? I think investors have been relying on companies like Meta, Google, Amazon, MSFT to make money from AI. I don’t think A\\ going to sustain its revenue growth in the coming halves.
I just want to see if he says buy a MSFT or something
NOW & MSFT are new for me, just trades. But just scalping off them is making me real money, and the 1st half price action is repeating almost to the percent.
MSFT GOOG NFLX Google is the reason I am still profitable!
NVDA, AAPL, MSFT. Echo the sentiments of everyone here on MSFT but still have faith
Currently: HOOD COIN NVDA Past 2 years: META AMD GOOGL AMZN MSFT APPL NVDA 🐐
Intel SPCE (long time, I don't want to talk about it) NOW & MSFT are super close.
What makes you guys interested in MSFT? just curious
MSFT, BE, SpaceX. Is that good?
MSFT CRM ORCL I don’t know why
TTWO MSFT GRAB EOY I will be shitting on this whole sub 😤
NFLX MSFT GAP I had a very bad June.
Rationale for selling Reddit? Seems like it’s just reentered a bullish trend. RDDT is 40% of my holdings, then MSFT is the other 40% VTI is the other 20
MSFT is very well diversified. AMZN is a titan. these are some odd statements
Same but I swapped GOOG for MSFT
MSFT HPE (bullish on Juniper) Amazon S&P is technically my 2nd.
META MSFT JNJ Yes it's been a horrible 3 years...haha
Costco, MU, and MSFT I also have decent amount in Kioxia (about 10% of portfolio), but I got in between $42 and $58 so I'm currently down on it.
Nope. This is the guy who invested in AAPL and MSFT in 1999.
Something to consider...if you start out with $1,000 all you need to do is go all in and by $MSFT 9 times to lose all your money. Seems easy enough.
Just buy MSFT you are not cut out for this
MSFT has pre-sales and advance people out in the field already. They probably have seen more productive sales numbers from companies that worked with those pre-sale teams and therefore, find it beneficial to sink capital into expanding those teams. It's a good move. See something that works and keep running towards it.
MSFT, for crying out loud you own Teams, all you have to do is give it enterprise Hermes and you win AI.
Exactly. If it’s free - this is meaningful. If it’s paid by the customer - it’s just MSFT consulting services or MSFT partner with a different name.
MSFT only gained 40% in 5 years, I wouldn't bank on it for more growth.
I keep hearing that about MSFT, so I am still holding my position. I wish I had kept holding my position with it when I bought it back in 2008 or so. That would have been nice, but it's good not to dwell on past trades. Live and learn.
What makes you think that NBIS is not selling its compute capacity to anyone else but META and MSFT?
Debtius and DebtWeave are basically MSFT and META b\*\*c\*\*s
You've got the structure backwards. The $15bn tranche was never expected revenue from Meta… NBIS has always intended to sell that capacity to AI cloud customers first, with Meta only taking the remainder at pre-agreed terms. Reason being, their cloud customers buy at higher margins than the Meta/MSFT bare metal floor. AI cloud is the long-term vision that the NBIS team is targeting. Hyperscaler contracts at lower margins were a necessary evil to allow them to get there - they have always acted as a financing backstop.
People seriously think there's a possibility that $MSFT won't V back up again and go down forever lmao Do people not know that this planet's critical infra mostly runs on MSFT tech?
GTA 6 breaking records isn't a catalyst, it's the bare minimum expectation priced in over the last 5 years. Plus, $3B in gross sales isn't pure profit. Deduct the 30% Sony/MSFT cut and a massive marketing budget, and those margins shrink fast. Buying now is a textbook "buy the rumor, sell the news" trap.
Yea instead we're gonna "invest" $45B of our tax dollars to bail them out from getting sued for mass copyright infringement alongside MSFT
So think I’m gonna short the Russell and go long MSFT
Similar thoughts here, but MSFT is a sleeping giant. 525 before 325 if there’s no market crash
I made a mint buying & selling MSFT & NOW (and almost nothing else) in the first half. Now I’m in heaven getting a second bite at the apple just weeks later. MSFT is $575 in 12-18 months, NOW is 150 by EOY, but use the vol to nip & tuck… remember NOW just went up 75% in 6 weeks, u have to sell into strength like that.
Yeah. Seems like MSFT is going up for now
Been buying MSFT & META like they just cracked alchemy & cold fusion.
I'm currently trying those for the experience. Won once and lost 3 times 😂 MSFT and SPCX. Clearly I don't know enough
Ass \* MSFT is still 2nd heaviest bag in bag7
POV you're a $MSFT investor
how retarded am I to short a MSFT 1dte call on Thursday
I went balls deep on MSFT calls on Thursday lol
Need MSFT to go on those 20+ dollar moves in one day next week