Reddit Posts
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
FOLLOW UP POST - Full Port Microsoft - Undervalued !!! 🚀📈
[LIVE Webinar, Sunday, August 2 at 11:00 AM ET] Top Stocks for August 2026 Based On Artificial Intelligence: AI's Highest Conviction Stock Picks | LIVE Forecast for NOW, MSFT, PLTR
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
There’s no way these ppl at simpler trading make money
Crazy week, what should I do with my remaining calls?
You can guess where I bought GOOGL then MSFT
$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?
Mentions
It seems old tech moves counter to new tech and semiconductors. My Texas Instruments is down quite a bit, yet AAPL and MSFT are up. You'd actually want a portfolio that behaves in a way such as yours to act as a buffer on volatile days.
GOOG is up 1.5%, MSFT up 1.8%, APPL up 1.6%, META up 0.6%, AMZN up 3.5% So I don’t know what puking you’re taking about
MSFT AAPL GOOG AMZN all just end of month window dressing
MSFT is the new gold.
MSFT new all time high cominsoon
AMZN, MSFT, GOOG, META and AAPL all still big green. NVDA tanked but not far off from where it was. Is SPY lying or is most of the Mag 7 lying?
Fucking cut my MSFT call and held my SPX call. truly regarded
I feel like getting some MSFT $500 puts expiring next week might be a move. Not a smart move, but it's a move
I sold MSFT at $390 to buy MU at $1100. I’ll never forget the good days when we all thought MSFT was something something “hyper scaler” something something “SAAS” something something “dying”
I remember when memory tards were clowning on MSFT. LMAOOOO
MSFT: I am the captain now.
So instead of everything dying so the market can full port into NVDA, instead everything is dying so that the market can full port into AMZN, MSFT, and AAPL Love this market.
\> But who will survive the reality check is the question The interesting thing is - it'll be fine either way. Demand for AI has skyrocketed... so much so that the growth rate of over $500m ARR per day is just from one company. Anthropic isn't buying GPU's, building datacenters, etc tho. They are selling a service to people (I'm a consumer). Whoever survives doesn't matter to me. I want / need AI services... and many people are in the same boat. If they sell it, people will consume it. The "is it a bubble" argument is beating a dead horse, it's not valid in 2026 anymore. Especially after the most recent quarter + ER's. For the AI pipeline, give or take: **Nvidia & other semis** makes chips (super profitable). All skyrocketed / incredibly profitable. They sell chips to hyperscalers. People keep making a "selling shovels" analogy & circular investments. They are talking about this (nvidia & semis heavility invest in each other). There is a bit of this going on, but overall entire sector is massively profitable... from.... **Hyperscalers.** They buy these chips (MSFT, GOOG, META, AMZN, etc). Turns out... they're starting to reach profitability on their AI capex too (buying chips). BOTH amazon & msft reported reaching profitability on their recent earnings. These guys buy the shovels, analogy. They are not selling the compute back to nvidia, semis, etc. They are mostly selling it to guys like OpenAI and Anthropic. They sell AI services. Well... **Anthropic**... rents compute from the hyperscalers. It also... reached profitability. This quarter. What that means to me is that every step of the pipeline is hitting profitability, demand is booming and is going nowhere. My work now requires AI - yes. I can extrapolate that workload out to others (assuming I am not "special" in the sense of finding value in AI), and assume that others must be starting to realize the same thing. 90% of software engineers now use AI tooling, and the growth rate suggests that - yes - demand is real and there. It's incredibly valuable. [https://www.forbes.com/sites/jonmarkman/2026/08/17/anthropics-groundbreaking-second-quarter-delivers-115b-in-revenue/](https://www.forbes.com/sites/jonmarkman/2026/08/17/anthropics-groundbreaking-second-quarter-delivers-115b-in-revenue/)
SNAP holding close to 5.60 if it goes through 6.00 will come fast. Will MSFT buy then out?
MSFT really does inverse the market lmao
LOL some people bought MSFT puts
That is a very real point, exactly why I’m choosing to keep more positions open than I typically would, MSFT is at a level I feel comfortable letting go for now tho. Good luck to you soldier
They literally said they're in talks for $25M/MW for the 2027 capacity. NBIS even said on their last earnings call they are switching to the IREN model of waiting to contract out until closer to capacity. The market is using this impatience by retail to harvest their shares. They signed $6.2B in backlog this year on top of the MSFT contract. The market likes to act like this is nothing but thats a \~60% jump in backlog with a $4B ARR. 2027 capacity at $25M/MW/yr is roughly another $12B in ARR but the markets not doing the math.
Just sold my 2x MSFT for 5k gain kinda sad, love that stock but gotta lock it in in case we correct for midterms
Same I bought a put on MSFT and got chopped out for a $75 loss when I'd actually be up now lol
MSFT leaps are alive, amazing.
MSFT with the retard strength
HEY MSFT BEARS FROM A MONTH AGO. WHERE ARE YOU AT NOW? HAHAHAHAHA. MSFT, ONE OF THE MOST PROFITABLE COMPANY ON EARTH WITH A 40% YoY GROWING CLOUD COMPUTING BUSINESS. LOOOOL BERRRRRS. GRRRRR FRIDAY.
The amount of money I made off the MSFT dip 🥹 you’d be so pissed
lol time for MSFT to make new all time high
If you're not holding MSFT and GOOG over eh next 10 years what even are you
META vs MSFT vs AMZN vs AAPL
MSFT golden cross is about to happen
Eventually you do realize that most of the people on Reddit are truly regarded with stocks. \~2 years ago: GOOG way down. “Omg with all this AI nowadays GOOG will become obsolete and fall behind, search engines are long gone, they’re going to $0” Over the past year: MSFT way down. “Microslop is a terrible company. They don’t know what they’re doing, SaaS is going to $0, don’t buy they’re becoming obsolete”
lets be honest...only a few companies like GOOGL, AMZN, MSFT and META is holding up this economy due to their spending. How about institutions bring these stocks back to ATH to show a little bit of fucking appreciation.
well, they do actually make money and lots of it... But perhaps Satya paid the right people to put MSFT back into the Algo's good graces.
Can’t believe MSFT META green cocking but other BAG7 are eating ass
Yeah, and since then YouTube has made Google many, many times that in terms of profit and other intangible benefits. Same for Minecraft and MSFT.
I've got MSFT META and you don't l. Dance gay bulls dance 🤡
MSFT big pocket buying large
MSFT being pumped to new ATHs today btw
According to my most highest professional not financial advice, it didn't meet the crowd's expectations. They still transferring from Bitcoin to AI infrastructure, but their ARR contract is up to $4B now, which is great news for 2027-2028 where it will start generating revenue. NVDA and MSFT investments also helps too. I think they would've need to beat it outright, plus some crazy ARR contract number like 4.5-5 billion for it to have a positive reaction.
MSFT for the first time not down 1 procent before opening, feels like a bull trap:p
Bill Gates intervention about how theyll develop human cognition. It's a warning out of love not a man balls deep on MSFT shares that needs the anthropic ipo to go swimmingly
Even MSFT. The end is near?
You're just... Doing it all wrong. Weekly dividends?? SpaceX???? You need to stop thinking of your port and a gambling mechanism and start thinking of it as a fantasy football team. Obviously you'd take more than one "pick" in each of these rounds, but you get what I mean-+ First round, aka the core of your portfolio/team, you mostly go with the guaranteed picks. VOO, QQQ, VT, etc. you wouldn't take some 10th round flyer in the first. Second round, you add a highly ranked player, like GOOG, NVDA, AMZN-- take your pick, but you still want something that you know will get you fantasy points (or in this analogy, growth) Third round, maybe a stable vet (BRK?) or an undervalued stud, like MSFT or AMZN. For the later rounds (or the bottom ~20%) of your portfolio, you can have a little more fun. Maybe add some RKLB or whatever you think is going to go to the moon (literally or figuratively,) take some chances, but spread your bets. Don't worry about having a small dollar-amount total in your portfolio right now. Think about it more in terms of portfolio construction at first, and then as you gradually get more money to add to the portfolio, you can put a few dollars into each position, and more heavily weight the safer positions or things that have dropped recently. Fantasy and investing both involve a lot of luck, but the main goal of both of them is to score / profit as much as you can, while managing risk. The best way to do that, consistently, is to construct a team or portfolio that is durable, but has room for upside. You build the core, and then you take small bets on higher growth opportunities.
I didn’t believe that. Held PLTR, CRM and Cybersecurity stocks. And also added some MSFT, NOW, ADBE, DUOL, PATH, TTD when they were down big, but trimmed SNOW, TWLO and sold out U and DDOG because they went up too much.
Google has been the new MSFT lately it is pretty lame. I feel like it will have a bull run at some point in the next 12 months. Disclaimer: Absolutely inverse me
So this AI bubble you're predicting is that Oracle has a few bad quarters and a single DC company defaults on their loans? The $700B of cash flow being spent by Meta, MSFT, goog, and Amzn still piles into NVidia? If you imagine that at some point they drop capex and go back to generating hundreds of billions in profits/yr, I'm not sure where there's a bubble to pop.
MSFT ATH soon NVDA ATH soon MSTR ATH soon Are you starting to notice a pattern?
Had people crawling out of the woodwork to clown on me when I suggested MSFT was a screaming buy near an all-time low valuation. Position's up 22% now. Accenture up 41%. Salesforce up 28%. And like, I'm generally bearish on the overall market, but you gotta buy low and sell high, people.
Wait is my view tripping or is MSFT crashing or mooning?
Did I miss something with MSFT or why the Clifford down?
> Amazon has some of the highest SBC out of any company What's your source for this? Based on my calculations, AMZN has SBC Of ~2.7% - significantly lower than many others tech, e.g. PLTR is at 15%(!), Meta at 10%, GOOGL 6%, MSFT at 4.3%...
\> You expect past performance to be indicative of futur performance But... I don't lol. I'm looking at the growth rate, which is forward looking. It's actually the opposite, you're looking backwards. I pointed out that it's growing at insane rates, gave a reason why I think it's doing so (IE: anecdotal evidence), suggested that it still has a large room to grow, and that the investments actually make sense at these levels (ie: anthropic is reaching profitability). Re: the selling shovels (nvda) - Anthropic isn't the one buying GPU's by the millions. It's the hyperscalers (ie: MSFT & AMZN). Of which... both reported reaching profitability on their DC capex. Anthropic doesn't even buy GPU's... it rents them from the hyperscalers and sells a service. They also reached profitability. That means the shovel sellers are profitable, the shovel buyers are profitable, and the people using the shovels are... also profitable. The entire thing is looking profitable to me with massive room to grow. Yes - the trade was funded via trillions of dollars worth of debt (ie: hyperscalers) - but its looking sustainable based on everyones recent ER's. It's worth significantly more than $500b lol, there is already well over $100b being spent on consuming AI services.
MSFT not being a pile of freshly deposited human excrement for once?
Good investment, a Cayman billionaire called Kenneth Dart has bough 30% ownership of Flutter 18% shares + 11% TRS cash settled swaps and he also bought 5,8% of Draftkings a few weeks back, he also owns 30% of Evolution AB the largest B2B casino provider. I don't know if he is just pure speculation or has information but I guess no one knows what a supreme court would rule but these people usually don't loose... If we just look at any country apart from the US, prediction markets either exist under gambling laws and regulations like the UK or outright banned like Brazil and Spain etc. Anyway in general isn't gambling in nature means predicting an outcome? Probably Dart bet is on regulation of predictions and more states legalizing igaming/sportbooks in the US. All countries need tax money especially the US states and gambling with tobacco is the easy tax money. Prediction markets show states that the population gambling appetite is high. These are multi year slow burn play though don't expect a 50-100% bounce back within 6 months. Gambling companies acquired and mainly trade on ev/ebitda not p/s current Flutter Ntm ev/ ebitda is 9,8x I think for multiple countries market leader in any segment which has got big opportunities in Brazil and NA for growth is cheap. Heavily regulated sector so risk is a little higher and different than MSFT or ADBE CRM AMD etc.
Financials, NVDA, AAPL, and MSFT carrying
MSFT lotto calls for tomorrow
Well bag 7s are going down as well and doesn't look like its helping memory this time. MSFT is up mainly due to its connection to IGV and TSLA is always doing its own retarded shit.
Lets not forge the everyday MSFT posts when it was sub $400. Thank god those days are over
yes but people forget, heres another interesting tidbit theres a general consensus that the MAG7 have carried the stock market in recent years MSFT, TSLA, AMZN, and META have all vasty underperformed the index over the last 5 years
NVDA, MSFT, NOW, CRM, all are a few days from confirm massive 14 month RSI bullish crossovers. NOW and CRM specifically from a low RSI base. Statistically this is some of the easiest gains you can get if you wait till 9/1 for the confirmation and buy shares to hold for a year
MSFT at 350 two months ago was such an obvious play in hindsight
I want to believe MSFT will continue ripping to 525 but I can’t trust it
Bro MSFT record of market cap didn't last a Month bruh
Remember when MSFT paid 2.5b for Minecraft and people were losing their shit over how much was paid for a game that was about putting blocks together?
No, but they themselves are round tripping also. As an example, MSFT invest heavily into OpenAI, then OpenAI pays MSFT for cloud compute, then MFST reports increased cloud compute and increase OpenAI stock valuation on their earnings creating a mirage of actual demand for their AI products and cloud compute that is 70% coming from a company that lost 38 billion dollars and only exist because MSFT and others continually throw billions into their furnace. Nvidia is just the hardware version of this, in the sense that they are selling hardware to companies that haven't made a dime of profit off their now 2+ trillion dollar investments.
I am an idiot for selling MSFT at 480, that thing continues to cook
MSFT off Vwap was free
MSFT crossing 500’s
MSFT basing about to break up 👀
MSFT over VWAP is a missle software is popping
MSFT about to be red lmfao
MSFT calls free here
They learned from MSFT
MSFT on Vwap with software ripping def calls
Sadly Nvidia couldn't pull up the semiconductor market. Other than MSFT, no other earnings call has been able to pull the semiconductor market broadly.
Other than MSFT, no other stock earnings has been able to pull up the semiconductor market till date. Not even Nvidia's great earnings.
LOL MSFT and MSTR bers in absolute shambles
MSFT was $349 2 months ago lmfaooo
It’s been a good month to own 400 shares of MSFT
Closed my MSFT leaps let's go 150% macrohard
Do you even market? CRWD, NOW, MSFT, DDOG all up bigly
I don’t want to overstate the reach of the average WSB thread on any given day, which is surely pretty small. But retail investors own something like 20-25% of the large-cap S&P500, and possibly more like 30% for high-tech stocks like NVDA, AAPL, MSFT. Less than institutional investors, but a sizable chunk and more than enough to influence prices. They’re also about 20% of daily trading volume. It’s a lot higher in a post-Robinhood, post-WSB, and post-COVID world. Under-estimation of the size and influence of the retail market is *part* of the reason meme stocks like GME and AMC had their explosive moments a few years ago. I’m not saying it’s simple to manufacture another viral moment like that (especially not with giant market-cap tech stocks), but don’t discount the size and power of the retail market at large.
MSFT huge fucking dump wall at 588, made it drop to 583 instantly the fuck
Pump MSFT and PLTR guys
MSFT likely to come crashing down and take SPY with it
MSFT going Shrek God status
MSFT mooning others selling off, tale as old as time