Reddit Posts
How do you think about holding concentrated positions after big gains?
The AI capex boom is increasingly a bet on AGI, not current economics
Bearish thesis on Microsoft ($MSFT): My DCF model indicates extreme overvaluation due to AI capital intensity. Tear my assumptions apart.
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
3 ways to invest in OpenAI and Anthropic (pre-IPO)
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
Microsoft - Going Long / Burry is going Short
I Bought MSFT, Betting Against Michael Burry
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Apple-Microsoft Correlation Analysis and Option Strategy
My Earnings IV crush story on MSFT and sharing October data
Apple and Microsoft Correlation Analyses and Option Strategy
AI Rotation from Harness to Model: How To Play It
$NOK & $MSFT are Bringing Agentic AI Into Telecom Network Operations
Why so little discussion on the capability of AI models in investing subreddits? Isn't it the most important question right now?
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
44k from META since selling MSFT a month ago
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Value / Margin of Safety Stocks to Consider?
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
Nebius ($NBIS): The Catalyst Set to Explode Tonight at 18:00 ET
Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?
With most 13Fs released, here are superinvestors' top 10 buys from Q2
Made $375k CAD day trading using margin in 60 days
MSFT has accepted delivery of IREN's 50MW Horizon 1 facility
$IREN delivers first 50MW Childress Horizon 1 facility to $MSFT
First ever closed trade on moomoo, and it's a solid win thanks to Microsoft
I'm deciding to sell NASA (tema) etf for tax loss harvesting, since I made around $300 in profit so far in 6 months. Should I do it or no? Needed thoughts.
Put ~$1.17M into MSFT. 29 days later walked away +$340K. 🫡
Ban bets Nintendo to $16 EOY and MSFT to 500 (when it was at 367) guy here. Ban bet to $25 by EOY.
free tool where you can enter any S&P 500 ticker and compare its historical performance
MSFT - bought the dip June 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT hits positive net gamma exposure right now
I’m rotating around 80% of my MSFT position into META. Here’s my reasoning.
Ban bet Nintendo stock to $16 by EOY and if it hits $16 I’ll donate some switch 2s to children Hospitals
Where would you put surprise inheritance money
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
four green days, one red, and the red one is the only one i learned anything from
Mentions
Semis bottomed out. Qs looked atrocious and were held afloat by Meta and MSFT and a couple software plays. And the excuse of oil doesn't really hold when it's barely reversed some of the last two weeks of losses. Bonds also pushed up. Weekly RSI on the Qs is absolutely dead. Basically, tomorrow we either rip back and retest like at least $750-$754 on the Qs or we see how far down this elevator plunges. Banks are massively oversold on the short-term timeframe though, so there's a nice catalyst there if earnings are just good enough.
Tomorrow AMZN en GOOGL calls. MSFT and META puts
I liquidated 85% of my Roth IRA in February and put it all in MSFT due to something Charlie Munger said once and it worked.
MSFT. Please get back to flat.
Ok so now MSFT wants to hold gains and go straight up. OK. COOL.
Still big in semis, I don't think this dies too soon. Buy into FUD sell into FOMO. Biggest positions right now MSFT KLAC LRCX ASML, sizeable positions in GLW WDC NVDA MU and a few others.
Lots of NTM 32dte MSFT calls hitting the tape today. Hmmm....
my best buys YTD: MU ASML TSM MSFT. counting only positions at like >= $50K.
MSFT CEO joins other bitch ass companies calling for AI regulation because it's only a problem when their proprietary data gets scrubbed.
My boy Zuck and What's his face at MSFT are carrying my ass today.
I lost like 50k across a series of shitty trades in a week like 6 years ago. Still pains me today. To make matters worse, I sold stock positions in NVDA, MSFT and TSLA to fund them.
META/RDDT are not tech companies, they’re advertising companies. They just incorporate technology very well. People calling companies TECH in 2026 is just silly. MSFT is a B2B services company that uses software to provide its services. What I invest in is innovate companies that are adapting and succeeding quickly.
MSFT gaping bears today (Am MSFT ber, have bloody anoos)
oooo MSFT puts printing ?
i just entered MSFT 0dte puts AMA
Reallllyy need MSFT to dump this week. And by dump like 1% will do. Please and thank you.
H-1B ban is why MSFT is dumping
Buy calls on MSFT and the Chinese chipmaker causing the dump? Nahhhhh
MSFT bers not having a good day
That MSFT CEO calling for AI regulations because people are vibe coding his products just cracks me up. So AI can literally data scrape everything on the internet, violate hundreds of millions of copyrights and that's all gravy. But the second someone uses AI to steal their information, then all of the sudden it's not okay. It'd be funny if it wasn't costing me money today.
wau msft pumping on new AI chips. MSFT is the semi now
Oh oh. DOJ is gonna have to open another investigation into MSFT for not using the state sponsored chips.
is MSFT doing a fake pump premarket then
GOOG and MSFT will be the ultimate winners when they buy up the AI firms at a discount after those go bankrupt in a year.
Talking about things like MSFT and META. they never hold so why would people buy at the highs? They're gonna lose money
I can see the immigration restrictions creating hiring friction, especially for specialized engineering roles but I'd be cautious about assuming a major earnings impact immediately. Azure growth, enterprise demand and margins are still the bigger valuation drivers. I use Moon for shorter term market speculation but a headline reaction wouldn't be enough for me to change a long term MSFT thesis.
Of course the one think I have puts on (MSFT) is the only green on the board. Game is rigged specifically against me
Just accumulate as much of alphabet now, when everyone hates it. They are sitting on a cash pile triple the size of MSFT and double the size of AMZN. With 80% cloud growth. Organic SEO drying out, which accelerate’s paying for clicks.
MSFT was 350 at some point this year and it's now 535 lol
Looks like market can only focus on one hyperscaler everytime is going to pump, last week was $MSFT
Wow, 30 % on deep‑ITM LEAPS is pretty solid for 2027/28 play. The high delta (\~0.95+) means the contracts move about point‑for‑point with MSFT, so you basically own a leveraged 100‑share position at a fraction of the capital. Just keep an eye on the theta once you’re a couple of years away from expiry—drop‑off is real as you get closer, but the long horizon gives plenty of recovery room.
MSFT and MSTR bers are sweating
3 hrs ago BREAKING: Microsoft, $MSFT , CEO calls for an ‘emergency brake’ on AI.
Odds MSFT has a red day ever again?
GOOGL, MSFT, META and AMZN are trading at discounted valuations vs the past because the market is punishing the Capex spending.
The percent of earnings is less important for valuation than the expectation on earnings growth from AI which are high for all of them. Most of recent MSFT & AMZN and much of GOOGL cloud growth is from AI demand. They're spending capex because their cloud customers want huge banks of GPUs. When that demand stops both their earnings growth and capex spend goes down.
What percentage of earnings from Apple, MSFT, AMZN, GOOGL and META are dependant on AI? Most of these companies are the ones being punished in the AI environment because they are the ones spending the Capex. While MU, AVGO and NVDA are the ones benefitting from this spending.
The valuations of many big companies in SP500 really are dependent on AI spending. This is just like the dot com 1.0 era. • NVIDIA Corporation (NVDA) – ~8.36% – 8.59% weight • Apple Inc. (AAPL) – ~7.35% – 6.87% weight • Microsoft Corporation (MSFT) – ~5.76% – 4.71% weight • Amazon.com, Inc. (AMZN) – ~3.70% – 4.13% weight • Alphabet Inc. Class A (GOOGL) – ~3.05% – 3.67% weight • Broadcom Inc. (AVGO) – ~2.53% – 3.09% weight • Alphabet Inc. Class C (GOOG) – ~2.45% – 2.92% weight • Meta Platforms, Inc. (META) – ~2.42% – 2.11% weight • Micron Technology, Inc. (MU) – ~1.82% – 1.42% weight • Tesla, Inc. (TSLA) – ~1.51% – 1.96% weight That's 40% of the SP500 valuation. And every one of them is tied to AI (Apple the least). Nvidia, Google, Broadcom, Amazon, Meta and Micron are welded to AI's future. Tesla valuation trades only on the prospect of AI Robotaxis and droids. People underestimate how much SP500 and total US market cap index is literally an AI trade bet.
lol remember the people in here who legitimately thought MSFT was joever?
MSFT this week. Going down right?
Roll the short calls of MSFT diagonals, mb DCA some things that are down.
These have high open interest, I think above 100 for each contract. Also, for a ticker like MSFT, I don't think low volume is ever an issue. Worst case, the market maker has to cover it at the bid value, so there is never a case of not being able to close the contract.
That was the thesis last year which is why SaaS companies faceplanted so hard (eg: MSFT). In practice we are not seeing that actually occur in most cases tho, so ups they go again. There's a large portion of the population who are not well versed in software / ai, and don't want to be. Those are the primary customers. Even if AI can do it all... they still don't want to use AI to deal with that shit. They'd rather just have someone else do it all together and not think about anything.
Seriously, 34% in a year on deep ITM MSFT LEAPS is nothing to downplay
Yes, these are all open positions. I initially had 6 total MSFT calls, closed the first three earlier (took a small loss on the first, small profits on the next two). Planning to hold these remaining three for a while: I'll likely trim the 390 call when MSFT hits 550, and plan to hold the $200 and $215 LEAPS for another year
The market turned in 2022. TSLA out performed the rest of MAG7 META went from 333 to 113 MSFT went from 343 to 221 NVDA went from 27 to 11 TSLA went from 400 to 300 WITH the CEO cashing out billions in stock BUT THEN he kept dumping billions and billions (to by xitter) and it dumped to 105 by Jan 2023. He said he was done dumping and it double in a 4-6 weeks. so... TSLA moves more on CEO whackiness and not broader trends
Definitely don’t succeed as a day trader, maybe a swing trader…but I still have $MSFT stock from 2008 if that helps the answer ;)
OMG, NVDA is up 440% since your comment. It up 21% over the last 12 months. It was at ATH. As I said in a reply, I converted MSFT to NVDA. I've also invested a ton more into NVDA since this post. You gotta see what's happening when you invest long term. I knew AI was the next big thing, and I was right.
Maybe because it's a decent answer to folks asking for investment advice but not providing their full financial, economic, and demographic backgrounds nor their personal investment goals, retirement timeline, or true (or any at all) level of risk tolerance? Plus the folks giving alternate answers would get down voted, pushed back, and/or just ignored. Like if I noted what's worked for me. I might not apply to another person because they might nor run+own a business already uses physical platinum/palladium/rhodium so me telling folks to buy those things in physical to offset inflation rather than holding a gold allocation via etf might not apply. I might be able to tolerate buying leveraged ETFs, buying the dip in MSFT/BLK this year, and borrowing money to invest but that doesn't mean someone with an unstable job, is 55+ yrs old, health issues, a gambling problem, a different tax situation, is a single parent of 3 kids, or a hundred other things might not want to do what I do. If folks want a personalized/bespoke investment+retirement plan then they should go find a fiduciary/FA who will look into their situation before tailoring that custom advice/plan.
I think MSFT will be surprisingly big for cybersecurity and AMZN for cloud and robotics.
Are they? Goog/MSFT/AMZN are all FCF neutral or negative. SpaceX and Tesla, lolol. AAPL revenue is only up like 20% in the last 4 years. AVGO and AMD are more based on future earnings. Only NVDA and MU have materially changed the past 4 years
The problem is that "the earnings" are massively concentrated in four companies. MSFT, NVDA, META, and AAPL. Those four companies accounted for 300 pts of SPY gain last quarter, while the other 496 companies combined for -150pts. Because of the weighting of the index, 41% of new inflows go to the top 10(2%) companies. Nvidia in particular is so concentrated by the weighting mechanism that it alone gets new investment flow equal to the bottom 256(51.2%) of companies...combined. The result is two different S & P 500s in one. Since September 14, the cap weighted S & P 500 is up 2.32%, while the Equal Weighted S & P 500(RSP) is actually -.95% during that time. What you're looking at is a bear market in the broader market being hidden by weighting mechanisms. The top few companies feast, while all the other companies are starved and most are already in a correction...or even bear markets. When the few tech leaders turn down, the index will drop like a stone.
MSFT going backwards next week
I think they will crash and MSFT will buy them for a song. Then, they’re back!
MSFT is already back at ATH by the time you read this.
Since you have the in. You’ve got to talk some actually numbers. What is this massive pay cut. And what was the actual stock grant for both companies. Want to hear it from industry insider. How much more could you have made working at MSFT vs spcx. We’ve only heard story from welder and cafeteria person from Spcx becoming millionaire. Want to hear the other side how much money had the engineers lost working at SPCX. If you knew the 2019 comp structure. It’s easy to work the math. I don’t know aside from online research. You work the industry you must have real numbers to throw around.
Stingy now? Or stingy in 2016? And how stingy? You have no detail other than my buddy said he is rich. Let assume the year 1 grants is around 50k. That would put the value of year 1 equity for MSFT at 465k today. 7.3mill if it was SpaceX MSFT was an incredibly safe bet 10 years ago and it still is. Spcx wasn’t. Regardless of what the grant was Msft had a 10x increase this decade. SPCX now that is public had a 147x You buddy is definitely not richer than day 1 spaceX engineers. Maybe if he climb up the rank and is now an executive.
There is level to wealth lol. Engineer that join say MSFT a decade ago isn’t on the same wealth level a say a day 1 employee of space X Even with wage increase and stock $ increase One ends up decently rich. The other ends up with generational wealth That’s the appeal of working a startup. Most startups however failed. None of Elon’s has, in fact quite the opposite.
I disagree that there is a moat in the intelligence itself. The real moat is the profitability of the underlying company, which is why I mentioned the hyperscalers winning the long race. OpenAI and Anthopic can have the most intelligent model, but their entire business model hinges on them reaching AGI and taking over the entire economy. Google, MSFT, Meta, Amazon, Alibaba, other Chinese companies on the other hand have actual profits that they make form other products. They can afford to spend a lot of money on training and receive a good ROI on their cloud compute business if they stretch out the time they take to release new models. Anthopic and OpenAI currently rely on fast releases because they have no value if they fall behind in intelligence. People make fun of google for having a weak model, but they can continue their game indefinitely.
DD for you all to think about. T Rump just raised the H1B visa fee from $1k to $100k. All the publicly traded companies are NOT going to pay $100k for a $30k year worker, neither are the big offshore companies. The unemployed tech workers will get snatched up pretty quick and it will soon (within 1 year) become a very large tech worker vacuum...meaning Seasoned US IT workers will be VERY VERY valuable, thus increasing their salaries to astronomical rates. Publicly traded companies that use H1B for now, will be forced to pay higher salaries to get the US talent that they abandoned for cheaper Offshore labor... Think about the impact this is going to have... MSFT, Oracle, AWS, and pretty much EVERY tech company, every large public traded company in other sectors use offshore labor...
Can't believe MSFT valuation right now. Ya gotta think people will be cancelling their subscriptions hand over fist in coming years.
On April 9th MSFT opened around $360 and ran to around $390. Today it’s at $535. Not too shabby. This is officially a day I’ll maybe look back on!
If someone could bankrupt MSFT in 2 days I will pay you handsomely...
I have a SPY 770p expiring next friday and some MSFT puts expiring in 40 days along with a DIA put expiring in 2 weeks. Dow is getting into resistance
I got a tasty MSFT put for wednesday
What we thinking for MSFT, anymore upside from here?
Is that 5m share red candle on MSFT from 4-4:10pm real or a RH bug?
Market closed and I forgot to post the trades. OOPs!!! Did a couple of roll outs and ins today. I've got some long dated put positions in MSFT that I keep rolling up and in as price allows so as to close them out earlier and I take a small profit while doing so. Took a profit when I initially sold them and again when I first rolled them and several more times when I once again rolled them. https://preview.redd.it/fxc2f3hlzhuh1.png?width=1203&format=png&auto=webp&s=25bb63296d155b97ccbabc42b4dcd6f833c7c715 |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/9/2026|3:44:17 PM|MSFT|Bought To Cover|1|MSFT Nov 20 '26 $435 Put|$1.17|$0.01|$0.15|($117.16)|Close| |10/9/2026|3:44:17 PM|MSFT|Sold Short|1|MSFT Oct 30 '26 $480 Put|$2.12|$0.02|$0.15|$211.83|Open| |10/9/2026|2:59:38 PM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.59|$0.01|$0.15|($259.16)|Open| |10/9/2026|2:59:38 PM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$3.08|$0.02|$0.15|$307.83|Open| |10/9/2026|2:59:02 PM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.59|$0.01|$0.15|($259.16)|Open| |10/9/2026|2:59:02 PM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$3.08|$0.02|$0.15|$307.83|Open| |10/9/2026|2:52:00 PM|PFE|Sold Short|4|PFE Oct 09 '26 $28 Call|$0.18|$0.05|$0.60|$71.35|Open| |10/9/2026|2:04:25 PM|MSFT|Bought To Cover|1|MSFT Nov 20 '26 $435 Put|$1.21|$0.01|$0.15|($121.16)|Close| |10/9/2026|2:04:25 PM|MSFT|Sold Short|1|MSFT Oct 30 '26 $480 Put|$2.23|$0.02|$0.15|$222.83|Open| |10/9/2026|1:57:05 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.84|$0.01|$0.15|($184.16)|Close| |10/9/2026|1:57:05 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.48|$0.02|$0.15|$247.83|Open| |10/9/2026|1:56:54 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:56:54 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.49|$0.02|$0.15|$248.83|Open| |10/9/2026|1:56:40 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:56:40 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.49|$0.02|$0.15|$248.83|Open| |10/9/2026|1:56:17 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:56:17 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.49|$0.02|$0.15|$248.83|Open| |10/9/2026|1:56:00 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.48|$0.02|$0.15|$247.83|Open| |10/9/2026|1:56:00 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:55:48 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.89|$0.01|$0.15|($189.16)|Close| |10/9/2026|1:55:48 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.52|$0.02|$0.15|$251.83|Open| |10/9/2026|1:52:15 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.59|$0.03|$0.30|($118.33)|Open| |10/9/2026|1:52:15 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$0.87|$0.03|$0.30|$173.67|Open| |10/9/2026|10:52:19 AM|MU|Bought To Cover|1|MU Oct 09 '26 $1035 Put|$13.30|$0.01|$0.15|($1,330.16)|Close| |10/9/2026|10:52:19 AM|MU|Sold To Close|1|MU Oct 09 '26 $1030 Put|$9.46|$0.03|$0.15|$945.82|Close| |10/9/2026|10:52:19 AM|MU|Sold Short|1|MU Oct 12 '26 $1000 Put|$4.50|$0.02|$0.15|$449.83|Open| |10/9/2026|9:49:36 AM|IBM|Bought To Open|1|IBM Oct 23 '26 $212.50 Put|$4.05|$0.01|$0.15|($405.16)|Open| |10/9/2026|9:49:36 AM|IBM|Sold Short|1|IBM Oct 23 '26 $215 Put|$4.84|$0.02|$0.15|$483.83|Open| |10/9/2026|9:48:38 AM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.83|$0.01|$0.15|($283.16)|Open| |10/9/2026|9:48:38 AM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$3.31|$0.02|$0.15|$330.83|Open| |10/9/2026|9:48:00 AM|IBM|Bought To Open|1|IBM Oct 23 '26 $212.50 Put|$3.58|$0.01|$0.15|($358.16)|Open| |10/9/2026|9:48:00 AM|IBM|Sold Short|1|IBM Oct 23 '26 $215 Put|$4.35|$0.02|$0.15|$434.83|Open| |10/9/2026|9:47:34 AM|AAPL|Bought To Open|2|AAPL Oct 16 '26 $312.50 Put|$0.33|$0.03|$0.30|($66.33)|Open| |10/9/2026|9:47:34 AM|AAPL|Sold Short|2|AAPL Oct 16 '26 $315 Put|$0.47|$0.03|$0.30|$93.67|Open| |10/9/2026|9:44:55 AM|AAPL|Bought To Open|2|AAPL Oct 16 '26 $312.50 Put|$0.34|$0.03|$0.30|($68.33)|Open| |10/9/2026|9:44:55 AM|AAPL|Sold Short|2|AAPL Oct 16 '26 $315 Put|$0.47|$0.03|$0.30|$93.67|Open| |10/9/2026|9:42:26 AM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.51|$0.01|$0.15|($251.16)|Open| |10/9/2026|9:42:26 AM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$2.99|$0.02|$0.15|$298.83|Open| |10/9/2026|9:38:45 AM|AMD|Bought To Cover|2|AMD Oct 16 '26 $550 Put|$1.13|$0.03|$0.30|($226.33)|Close| |10/9/2026|9:38:45 AM|AMD|Sold To Close|2|AMD Oct 16 '26 $547.50 Put|$0.96|$0.03|$0.30|$191.67|Close| |||||||||||| ||||||||||$1,134.58||
Yeah, MSFT went up something like 7% the day Ballmer left, he was such a terrible employee.
This isn't preventing them from hiring H-1B workers. It is only preventing those H-1B workers from getting citizenship. It just locks them into the shitty purgatory land that makes it easier for MSFT to exploit them with a PiP threat. It's the Musk playbook. Dude basically held his Twitter H-1Bs hostage and forced them to work 80 hour weeks while he shitcanned all the Americans.
Should probably just hold NVDA, MU, AAPL, MSFT and AMD and just chill.
holy MSFT big volume candle
Order book on MSFT is gnarly above current price. Puts are free money
It favors MSFT, maybe its planning to do a new round layoff lol
If you were like AI bull+++ you better add into neoclouds while it’s down now until the thesis play out because that’s when it moons as institutional investors puke thier shorts. But if you were fine with less gains for smoother ride but still bullish on the current cycle and the neocloud price action annoys you, then you should scale away from it gradually post midterm for like a quarter or two. Then put it into the basket of NVDA, GOOG, META, MSFT, PLTR and soon… if I were you. I’d wait till midterm ends first though
MSFT sent me an email that changes are coming to my Microsoft365 subscription, but I don’t need to worry about those changes since they will tell me later. When is the earnings again?
MSFT is up here on less than half avg volume. Puts will absolutely print on a normal volume day
CRWV has already rented out their A100 capacity through 2029. The NVDA A100 was released in 2020. Obsolete? Doubtful. And yet hyperscaler top and bottom line grows and grows each and every year past 15 years. As has the stock price. I guess I get the last laugh as over decade holder of NVDA MSFT GOOGL AMZN.
MSFT back to 500 next week and I'm buying everyone a slice of pizza
LOL I guess you havn't even tried GLM 5.3. It's so good Anthropic had dropped an article basically promoting it 😂 Sure its not Opus 5.5 level, YET, but its a hundred times smaller and cheaper. My company completely switched from Claude to locally hosted GLM 5.3 Flash. To answer your question: "How many companies have the budget and desire to build a base model that can rival Claude?" You don't need that many companies, the future will be hyperscalers like Google and MSFT that make shit ton of money from inference and use part of that money to make bigger models. The only difference will be it will take longer for model releases.
Yup, as I am working on these realizing past n=12 data points are mostly useless. Plus the EV thing is also brutally pointless based on the past data. Working on perfecting it. The usual way I work with options is with checking IVRs to get an idea on when's a good time to short/long options. My MU and MSFT earnings went well.
Far-dated MSFT puts will probably be generational wealth
please give us a hammer down candle on MSFT, bill gates is a cuck
MSFT needs to dump, wtf bro
MSFT finally heading back towards ath
Somebody please take MSFT out to the shed please
When is the sell off of MSFT gonna happen before earnings?!
why is MSFT ripping so hard
I bought an MSFT put 42dte. No way this shit holds
Sorry guys NOOb here but if i buy MSFT at theexact open of the market could i still catch an upswing? of should I have boughten it last night or now
I haven't been too impressed with the included version, but we are a MSFT shop, so if it's better than a third-party, I'd be curious to test it. We kinda got the way we got because we all had our own personal favorites and then just merged them into company accounts. What does it do better than the others connected to all the MSFT MCP servers?
“They have no moat” Except MSFT is a huge shareholder (27% ownership) and is the undisputed king of enterprise integration. But yeah other than that…
MSFT to $550 tomorrow 👀
Nah meta to $1000 and MSFT to $700. Not cashing out yet
MSFT and meta dips 🤌🏻🇺🇸🦅