Reddit Posts
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
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
Mentions
Can't wait to see what happens to my MSFT bags at open, I don't feel ready 🥵💦
Heavy pump from MSFT at open will make me cum hands free
Guaranteed big MSFT pump at open and next week. NFA
pre-market MSFT = +8.82% META = -8.82%
Heavy pump from MSFT at open will make me cum hands free
Heavy pump from MSFT at open will make me cum hands free
MSFT showing that the market is largely retarded and money just keeps flowing in regardless. Calls and dips on your mom.
Heavy pump from MSFT at open will make me cum hands free
I sold MSFT calls for 455 strike this Friday, so you can expect it to moon. You are welcome.
Heavy pump from MSFT at open will make me cum hands free
Well he is right. CapEx expenditure might feel scary but it's what will insure all these companies their future. MSFT will be left even more behind.
It’s time for MSFT to take control of the index
"Next couple years" lol Sustainable means sustainable, not a couple years of profit. Google, Apple, MSFT, Amazon, Meta... those are sustainable with decades of growing revenue and income. No one gives a crap about Samsung's memory earnings in 2027 or 2028. Supply is only going to start catching demand.
If MSFT has to die to pump my chip bags so be it
I was dumb enough to sell some MSFT calls to buy META Fortunately MSFT is still 20% of the port, but it was around 30%
From Beta straight to MSFT Poor cuckerberg
1.) averaging down, buy 5 % every two, three days. 2.) dont buy when it is still falling. Wait for a green week (weekly timeframe). Then buy 4 or 5 pieces to average up. Micron has fallen so much among the whole semiconductor index... I would buy into a leveraged SOX insteead. That is beacuse stocks in that sector rarely rise or fall alone. To trade the sector would be more balanced. E.g. I am also in a 5x Mag7 ETF, that is nearly flat since currently one Mag7 rises, another drops. Today MSFT +7% Facebook -7%.
Who is sitting on MSFT weeklies? 🍿 Are we expecting a continuation or a pull back tomorrow? I kinda wanna flip these 397’s but I’m not sure if I should hold through Friday.
Good going MSFT guys, wish I bought MSFT
Asking from Europoor: What you fat guys will be doing with MSFT today?
Rotation and the fact that the SP500 is dominated by companies that are doing really well (MSFT, Google, Amazon, Meta, Apple, NVDA).
Fuck why didnt I buy MSFT at 370 im regarded. Time to wait for a buy opportunity
Help me choose for today MSFT, MU, IREN or ONDS
I think MSFT has a much clearer path to monetising AI. Copilot got a bad rep because it was initially very poor, but now it's good. I'm convinced a huge number of companies will start paying for it over the next year or two. GOOG has a lot of interesting stuff coming through and a lot of longer term initiatives. However, I'm not convinced Gemini has a clear path to profitability. I'm also nervous about their reliance on ad revenue via search and YouTube. If there is a recession their ad revenue will tank hard and their cash flow desperately needed for data centres will dry up. But they are both amazing long term investments. I am equal split between the two and have no interest in any other MAG7.
And MSFT has started it's downward slide
Agentic -AI spreading adoption everywhere. Semi &memory shortages are real Each $NVDA GPU need at least 8 HBM-memory from $MU, for Agentic AI $NVDA recent quarter $82 Billion revenue few weeks back. $AVGO earnings strong $META $MSFT $GOOG $AMZN AI expansion still strong, $QQQ $SMH https://preview.redd.it/irlqclgotbgh1.png?width=742&format=png&auto=webp&s=2fef5964dde4ee6abdc0df952ecf3439eda0b612
A better opportunity was a few weeks ago, MSFT droping to $350.
yeap MSFT 7% means a bloodbath for the rest of the market
MSFT +7% means bloodbath for the rest of the market Memory going to be -10% (i have options on this, so RIP) Semi's going to be -5% Space another -15% SPY +.2%
What about Meta / MSFT? The capex increases seemed small and there isn’t much visibility for 2027…
Cant believe I sold my MSFT for SK Downix
MSFT is heavily shorted. Odds of a short squeeze?
Oh shit my 100 contracts of $MSFT 400c Oct expiry will print today i guess
800 shares of $MSFT at $385 look goooood rn
idk I mean MSFT got its Maia chips which are pretty good and the company's coop w Novo Nordisk and other companies to apply Copilot on specific tasks like clinical trial compliance shows that MSFT is taking advantage of its enterprise network to develop useful AI. Idk if GOOG does that too though id say thats prob one of my fav part of the MSFT earnings call
I don't think so, CEO said on earnings call that Novo Nordisk is working w MSFT to develop copilot for clinical trial compliance along w BHP, GSK, Pacific Northwest National Laboratory, and LSEG for application based AI. I think MSFT is rly taking advantage of its client network to develop useful AI
Way more than that, I think Nadella made a lot of right moves here. I'll admit to eating my own words as I criticized him in the past. I think MSFT's moat for being the biggest provider of enterprise customers is not to be underestimate, ever. Whatever new innovation (AI included), if you want to get to enterprise customers/big moneys, MSFT has pre-built channels for you. Along with those pre-built channels to enterprise customers, come a whole lot more of consultants, specialist, etc. enterprise customers 've been working with to build and maintain and upgrade (and so many production deployments) in the past, obviously these customers are going to trust these consultants. When these consultants attest that you can use any frontier models (including open-source ones) with the current "custom-made" solution (it's -- swappable --), wouldn't you try that first? And think of all possible chess moves coming after 'that' board setup is set? MSFT still and will always keep its enterprise moat. Yeah, MSFT's moat is the goat.
"that MSFT capex number isn't discipline, it's an accounting change." is chatgpt cringe construct af
MSFT is so much better and diversified. Google pretty much just depends on Search which is becoming obsolete. Their cloud growth is temporary because AWS/Azure are at capacity.
where was the post when MSFT was 350, classic posts after the run up.
what are you buying then? I'm thinking calls on ONDS, MSFT or NOW
Everyone FOMO into MSFT!
Sure open source means that everyone has access to a model to fine tune it for their needs. It means more people use AI and helps the hyperscalers because open sourced workloads don’t cost as much to run and can even be done on older mold chips. It helps them pay off the cost of infrastructure spend by making money faster because open sourced workloads aren’t as expensive for customers. Open AI and Anthropic are very much against open source or put another way AI distillation because they don’t make as much money if someone doesn’t used their model that is closed source. SPE obligations are a contingency. It means that if someone can’t pay for something, you will pay for it for them. The dangerous thing is who are the obligations with and why? I would guess Open AI primarily because that was MSFT’s exclusive partner until this year. So just to take this further, if Open AI can’t pay for $350 billion of obligations and flounders financially, MEFT owes $350 billion. To put that in prospective, that is more than all of the capex spend this year for MSFT up in smoke. FCF would instantly disappear and the balance sheet would become more leveraged. Their credit rating would drop, their ability to get more financing would weaken, and they would be instantly behind not just in terms of capex buildout or FCF, but revenue as well. I have a sneaky suspicion that a large part of this revenue they are collecting is coming from Open AI. Nvidia just agreed to backstop Open AI with compute and Nvidia dropped 5%. This is called a B2B loop.
Sigh dude. Got fucked on TSM. Got fucked on META. MSFT which I got fucked on over all of June, fucking rockets, and of course I'm not in it. Fuck my life dude. I'm 20k in the hole as of right now, probably going to be further down tomorrow and into next week. My life is fucking shit dude.
#When MSFT pumps SPY dumps so it makes sense for tomorrow to be red LMAO🤌
it's caught the MSFT curse
there's a glaring hole in that plot though, MSFT didn't make its money *from* AI, they stuck AI into stuff that was already making money. Their AI offerings are still flopping around with the main selling point being, 'well, MSFT is including it for what we were already paying for, so I guess we'll use it'
I’d take GOOG. MSFT may be the cleaner AI story, but expectations matter, and Google seems to have more room to surprise. “Microslop” is mostly noise—the real question is which company earns more on each new dollar of capex.
MSFT is hot garbage. Just got a bounce on earnings.
Gotta say I’m impressed w MSFT for holding its pump for so long. Thought it would fade immediately like everything else in this fucking market. My hypothesis is it’s because MSFT addressed the biggest fear in the market rn — that AI can’t be monetized effectively. FCF beat + sustained capex basically breaks that entire narrative which seems to be giving the market the lifeline it needed.
MSFT doesnt need to convince you to pay for Copilot. You already pay for it because your company pays for a 365 subscription and Microsoft is the only enterprise software your risk department is willing to trust. Always has been
You could say the same for any of these hyperscalers. Although I'd say GOOGL is more diversified. And tbh, everyone who works in tech knows MSFT is shit, Windows is major slop now, they screwed Github, Copilot is horrendous.
MSFT best mag7 fr fr
Bulls are down so bad they are finding a dry oasis in MSFT. Honestly sad and actually dangerous.
Different companies? One is search the other is software. All three Amazon google and MSFT seem to be close In their cloud business. Imo all three are mandatory in every portfolio just pick % of each
Well look at that MSFT perma bears
Got rid of my MSFT for now, might b a mistake but I could see it bleed the whole day too
Congrats, MSFT calls was the right move
META is not an AI provider. They don't really monetize AI through tokens or AI subscriptions, but rather through other products that AI improves. This means that every user is a potential customer, so they do in fact have more customers, but their business scaling potential is lower. On the other hand, MSFT also doesn't really have their own model or chips to sell. They sell access to other models but integrated in their own platforms. IMO both businesses look similarly bad when counting the opportunity cost.
META lost most of their FCF and all they really have to show for it is “trust me it’s coming” whereas MSFT lowered capex spend a bit while blasting all expectations and actively showing ROI on their AI spend.
Held my MSFT calls. Dick so hard right now. This isn’t quit your job money but it’s def give less of a shit money.
dont things go baboon ass red when MSFT is green
Makes sense. Maybe I'll go all in on MSFT as a short term play to ride the wave, and then sell and put it all in GOOG afterwards since I think they're the stronger business.
Thursday relief rally because of MSFT into sell out of fear for the weekend
How much upside do you see for MSFT? What's your prediction?
I meant unclear as in their future direction. MSFT is quite clearly at the bottom of the dip since it's swinging back around after earnings. Google is pulling back after their earnings and it's unclear if it will escalate into a much longer dip, or if they'll bounce back relatively quickly.
MSFT back to 421 🔥 might just sell it off to get other stocks, this shit has no growth 😭
No this is actually good because AI stocks will get a lift regardless if MSFT is a software stock they had positive earnings for AI in general
If MSFT would have missed today, could you have imagined what the carnage would be looking like now?
Both great in my opinion. I'm investing big portion of my funds into both, but going more into MSFT because I believe there is more upside. Google is the better company though and "safer" and I mean that in a very generic sense, not that MSFT is a danger to invest in.
that MSFT capex number isn't discipline, it's an accounting change. they stretched data center lease depreciation from 15 years to 25 and shifted more future leases from finance to operating, and said outright that actual spending plans are unchanged. $190B to $175B is a pencil, not a decision. same quarter they signed $130B+ of new data center leases and disclosed $329B of leases that haven't even commenced. the FY27 "positive FCF" guide rides on the same useful-life extension. reported Q4 FCF was $19.6B, down 23% yoy. and google's chart is not unclear lol. GOOGL +75% over 52 weeks vs MSFT -22.5% going into the print. google has been the megacap trade. microsoft was the one everybody gave up on. picking MSFT. it's a valuation call, that's it.
MSFT up almost 8% Yeah... we r fuk
Do you think today is a good time to enter a position in MSFT? Where do you think the price will be in 6 months?
Microsoft have a few large wins here: - corporate data is already in Microsoft (SharePoint, OneDrive, Outlook, Teams) - this gives Copilot instant access to your corporate information - allowing you to ask “what’s on my schedule for today” and it will go through your calendar, get meetings, summarize, etc. - then you can ask it to browse company data fetch anything related to your meeting and prepare a bullet list with stuff you should know It’s far from perfect, but it’s very sellable to corporate management. Also, there are all the data protection agreements in place with MSFT, so the corporation doesn’t need to worry about data protection. Thus in my corporation we have GitHub Copilot as coding assistant and m365 Copilot as general assistant. I believe they pay around 9$ for m365 and 20-50$ for GitHub Copilot per seat per month.
MSFT beat, META missed. What are you missing?
MSFT made 3B on their openai investment. How much did META make?
Don't be surprised if MSFT does harakiri in solidarity
MSFT to META: They expect one of us in the wreckage brother
I can see a reason for the market to be green tomorrow, MSFT yes I’m looking at you
MSFT: You could not live with your own failure, and where did that bring you? Back to me
Long term: Buy Short Term: Wait for better opportunity. MSFT’s latest quarter was excellent, but the stock is in a post-earnings volatility zone: the live feed showed $390.54 with a wide intraday range of $388.77–$428.36, so a short-term trader risks buying into a whipsaw rather than a clean setup. The business momentum is strong enough to stay interested, but I would prefer either a confirmed breakout/retest or a calmer pullback before treating it as a high-confidence trade.
MSFT P/E is higher than MU… just saying 👀
The MSFT PE was something positive and Kospi gave up, will we do it?
QQQ down 12% sick shit over nothing of all companies dropping earnings, mostly positive, the one to go up is MSFT with a nothingburger earnings report literally just make it stop make investing normal again
If the market moons tomorrow because of MSFT earnings we all as a collective have to apologize for making it a meme
Yeah that makes sense. They punished $META but liked $MSFT cause $MSFT distanced themselves from the whole AI/OpenAI dependence. That was honestly smart for them to do.
Starting to feel that buying MSFT in feb for $385 wasn’t a mistake after all
Nvidia announced earlier this week that they will provide OpenAI 250 billion $ of free hardware. This removes the burden from MSFT while sacrificing semis and other compute companies like NBIS and META
I knew this would happen after seeing MSFT big green
Put my entire IRA into MSFT at $351 and sold for $418 AH 🏋🏽♂️
The one time MSFT pays there’s the possibility of a global war 😂
Trying to screenshot $420.69 MSFT but it’s not working 🥲
Azure growth is 43% and full year 2027 growth is 41%, where was the growth that's being killed? Which one is it? If a company like MSFT can freeze capex at anytime. Why would memory prices cause capex to triple? Does it really make sense for Amy Hood to increase capex by $400B? I'm really having trouble understanding what you confidently asserted will happen.
Well MSFT is keeping CapEx spending at the same level next year & the market loved it. We are past peak hype. Those profits will drop next quarter or maybe 4th quarter but there are input costs and Chinese challengers with big money now but that will be years out
You still think MSFT is issuing shares over the next 2 years? They have over $75B in cash, and can gain an extra $15B from stopping share repurchases. Confirmed they will be FCF positive for all of FY27 after deducting capex. Also one of 2 US companies with a AAA credit rating. So let me get this straight, not only does MSFT print free cash flow after deducting capex, they also have over $75B in cash to deploy and $15B in savings by pausing share buybacks. On top of that, it's one of the most credit worth companies in the US which can easily tap the debt markets. You truly are the greatest regard with the hubris to match. You absolute moronic dimwit. I will keep you updated after every quarterly earnings to remind you how confidently moronic you are. You absolute imbecile.