Reddit Posts
All BS aside, how’s calls on MSFT looking this week?
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Need to practice option trading with paper money
Who’s ready to burn their life savings this week
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Who’s buying MSFT & AMD calls for earnings?
I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP
MSFT has now overtaken AAPL in market cap.
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Is it normal for the index funds to be weighted this heavily by mega caps?
What are your top picks for the top performance stocks for this year?
Epic V Continues to Show How Little Risk Exists
Has anyone seriously looked at Global Foundries [$GFS]
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting
Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.
The true interpretation of Friday's Jobs Report
A true interpretation of Friday's Jobs Report
Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip
LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!
And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?
If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?
Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?
Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?
Keep an eye on $MSFT (potential put money making opportunity)
If you had $40k to invest right now, what would you do with it?
The NYTs is suing Microsoft and I think there is a profitability play on their stocks
New York Times sues Microsoft and OpenAI for copyright infringement
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
Question regarding this type of Play Option?
The biggest lesson that I've learned in my 10 year investing career.
MSFTs Open Ai will raise funds with valuation of $100B
Mentions
If I could go back to July I would probably buy Google at 175, but since I can't time travel, nvda at July prices is also good. Can also get AVGO, MSFT, AMZN, and META at July prices or better right now.
The AI buildup is closer to the cloud buildup of the 2010s than the dot Com bubble. The companies spending on this build out have fortress balance sheets that do have actual revenue from AI. Microsoft brought in ~$30 billion from their "intelligent cloud" in Q3, Google around $15 billion and AWS around $33 billion. I've been in NVDA for years. Watch the hyperscalers (MSFT, AWS, Meta, and Google) and their capex expenditures. If they reduce or flatten spending on AI that's when NVDA is at risk.
Right now I’m holding 14 individual company stocks, but that doesn’t include my VOO, QQQ and SPY investments. I also try not to buy anything that has a large position in ETFs like MSFT, Apple, Nvidia or other large percentage stocks held in those ETFs. There are duplicates, but they are small positions in the actual ETFs.
I don’t know. I’m seeing put walls dissolve quickly on MSFT today. Could be hopium, but who knows
AI sector needs to stop following ORCL. You have a company like NBIS who just gained $20 billion in partnerships this year now trading at pre MSFT partnership prices. That’s $4 billion in revenue over the next 5 years excluding Avride and ClickHouse revenue and not to forget their TD Synnex partnership.
Pretty bad advice, tbh. I own all 5, and my GOOG, MSFT, and NVDA positions all *easily* clear my VOO and QQQ positions. ETFs are still a nice anchor, but acting as if it's worthless to own individual equities if they're already included in an ETF is wack advice lol.
It’s not about changing the sentiment tomorrow morning at open, it’s about how every “premium” AI player is exceeding targets and raising guidance for 2026-2027. They aren’t in a bubble. I’m talking NVDA, MU, NBIS, CRWV, AVGO, APLD, GOOG, MSFT, AMZN, UBER, etc., all of these names have posted earnings beats the last two quarters. They are actually promising stocks to buy an hold but they’re getting fucked by dumbfuck ORCL’s shit rated BBB credit
a few more rough percentages: Oracle 45%, CoreWeave 65%, AMD 25%, TSMC 10%, MSFT 12%
Bottom is $65-70 because that’s the price range it was toggling before they announced the $19.4B MSFT contract (and they were only a $16-17B company at the time lmao)
It’s almost at pre-MSFT deal levels. The company’s market cap is now equivalent to the Microsoft + Meta deals. I’m also taking into consideration the fact they have 5bn in cash, building other data centers and have ownership of Avride and a significant stake in ClickHouse. The market is freaking out but the fundamentals are good. February earnings will be strong and guidance will be raised. 5k in calls is no big deal. I’m not chasing a 10-bagger, but I believe a 100% return is possible.
Netflix, MSFT, AVGO, Googl, NVDA, AMZN... Got some good deals in megacaps. Some of the best in months in some cases. And yet some of you aren't gonna buy anything until they're back at ATH.
I bought a lot when it was at <20x forward PE. Not really attractive now, at close to 30x. Keep in mind Google is still a somewhat cyclical ad company that goes up and down with the economy. It is less so, but at a higher valuation than MSFT and AMZN? Nah
Without MSFT, shockingly , we’d be in the depths of hell right now
The world is ending by EOD, MSFT is green while others are going down.
MSFT calls was definitely the play. Not Googl. Bad Googl
MSFT money hits in 2026 lol wtf you talmbout
Picked the right ponies yesterday. Cashed out up a little on Amazon calls and MSFT calls and back to cash.
Interestingly this is not a broad based selloff. The likes of META and MSFT are still green.
Sell your positions and take that money and run. You clearly don’t know what your doing. Read a few books, educate yourself. Come back later without running stupid MSFT credit spreads when you have no clue what they do. You’re gambling. Just bc it’s not poker, roulette, or slots doesn’t make it better. Might be worse bc you don’t have free drinks and pretty lights all around. Buy a small stock and sit on it. I 30 years you can make it bsck
Only in MSFT and META, the first letters come first in Mag7 so MSFT and META was my play. Things are okay.
Well said. JPM's recent paper is spot-on. https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/ideas-and-insights/is-ai-a-bubble-here-are-5-ways-to-find-out. At a recent conference, the head of Bain's real estate practice offered even more staggering numbers. The contraction in FCF of the hyperscalers is eye-popping: \~60% + of FCF committed to CapEx spend through 2030 by Meta, MSFT. And then there is Oracle. Publicly traded real estate is trading at a 25-year relative low. Pension fund allocations to RE are generally below target due to profound value contraction and redemptions over the past 5 years. It could be time to look at public REITs, in particular in industrial and retail, where OpEx creep and rent contraction are far less onerous than they are for office and multifamily.
How is AMZN, META and MSFT nearly flat on a blood red day?
I did on others like MU, NVDA, IREN, ASTS, RDDT etc through the year but then bought MSFT at 505 when it slipped down thinking it’s a good entry point. CRWV at 110. And fucking AVGO at 414 as an earnings play and they all have crashed wiping out all my yearly gains.
Mag7 performance YTD: - GOOG: +57% - TSLA: +28% - NVDA: +25% - MSFT: +14% - AAPL: +13% - META: +10% - AMZN: +1%
My entire years gains are officially wiped out. Fuck you CRWV, MSFT, AVGO
Zoom out at the last 1 year, 3 years, 5 years MSFT stock has a habit of going up and then dropping for a while and then later going up even higher. You didn't lose money because you didn't sell. Just sit and wait. Nothing in life is guaranteed but that is a pretty safe bet, long term. VOO can also drop. Look at where it was in December 2021 and what happened to it in 2022. If you had invested in VOO in December 2021 you would be in the red until December 2023. But by 2025 you would have those sweet sweet gains. If you don't want to babysit your portfolio, just dollar cost average with monthly automatic contributions to VT. And don't put your emergency fund into stocks. Have 6 months of expenses in something boring and safe like a money market ETF or a high yield savings account. That money won't grow much but it also won't drop.
Am I retarded... how can all of these spreads be in the red? Eyeballing the first page, that MSFT 455/460C should be deep ITM for an easy 25k on 12/19? Am I not reading this right?
MSFT will sit on the sidelines tho. No BSOD in the field.
Can we get Shrek candle on GOOG and MSFT today
MSFT back to dumping yet again?
In the mood for guacamole all of the sudden. Anyway, $MSFT to $485 this week. I can feel it in my ⚽️⚽️
Good luck on recovering what you lost… But as for what happened… call credit spreads on MSFT and NVDA is one of the least probable set ups to work. You had a lot of money… selling puts should have been the default, or stock, or some other kind of put spread. These all preserve capital. Instead you gambled with very low probability setups. Best of luck…
I (37M in US) recently inherited roughly $300K and am not sure what to do with it. I feel kind of behind on saving for retirement (\~$100K in IRA mainly in $VTI/$VXUS/$BND/$VNQ, small positions in $KO, $HD, $DE, $MSFT), \~$50K in a taxable account that's mostly in $AAPL). I don't own a home but don't feel like this is a great time to be getting into the market as a first time buyer. I wouldn't necessarily need to use the money any time soon, but it would be nice to be able to use some of it for a down payment if an opportunity to buy a house came up. No debt - no mortgage, car is paid for, and student loans were paid off some time ago.
I thought openAI news was supposed to pump MSFT?? shit hasn't had a good green day in forever.
MSFT, NVDA, QQQ, META, GOOG all Jan 2027 and AVGO June 2028
Needs MSFT and GOOG reaching in from the corners on NVDA and OpenAI. They aren't really in the circle, but they're definitely reaching in and holding on tight. Maybe even throw AAPL in there jerking themselves behind AMD.
AAPL -1.3% MSFT -3.06% AMZN -.8% NVDA -6.6% GOOGL -2.59% META -1.27% TSLA +11.6% Last 5 trading days... which are you buying tomorrow
ADBE. Lots of it, with a 5-handle for the cost basis. About a $25K loss. Thinking of selling ADBE on Dec 31st to harvest the loss. The only thing keeping me from hitting that sell button is I know that that in the 8 weeks after I sell, it will go up 50%. Definitely get those bag-holder vibes daily, considering I could have bought GOOG, MSFT or something else and be sitting on a nice amount of profit.
What's the NPCs all together patting each other on the back image? That with NVDA, AMZN, MSFT, INTC, AAPL and ORCL basically.
All options and no shares? Could have just put $500k into SPY and MSFT and that money would have compounded forever… This doesn’t even make any sense, buying so many different options is impossible to track and risk manage.
Hes not losing, he has 0.001787 shares of SPY & 0.00245 shares of MSFT
MSFT about to breakout imo, up or down is the question. Also UBER is giving me depression
Not me. I use to be an index only guy. Got bored during COVID. It was just too obvious to not buy the biggest dips. I sold VOO and went like 70% in on VBK (small cap) because they took a bigger hit. IIRC it gained more than VOO as well. Then I bought VDE (Energy) dip. Then I bought AMC meme just for fun, only $500 worth unfortunately. Then I sold VBK in 2021 for NVDA, PLTR, COST, AXP, MSFT. Imagine if I had listened to Reddit advice...
Same. It was just too obvious to not buy the biggest dips. I sold VOO and went like 70% in on VBK (small cap) because they took a bigger hit. IIRC it gained more than VOO as well. Then I bought VDE (Energy) dip. Then I bought AMC meme just for fun, only $500 worth unfortunately. Then I sold VBK in 2021 for NVDA, PLTR, COST, AXP, MSFT Imagine if I had listened to Reddit advice...
MSFT would be the largest company in the world if they could just make outlook search functional
MSFT is moving like we wont be using its software even in 2050
Bill gates isn’t even assisting with MSFT anymore, it’s like 5% of his net worth
Don’t forget it’s been ‘FSD next year!’ for around a decade now. And Cybertruck glass is bulletproof, and can be used as a boat! While sticking to - ‘we only need computer vision for FSD.’. I doubt that works out long-term without lawsuits, if they ever release it. SpaceX as mentioned, is different - but it will also IPO separately from Tesla. Grok is … interesting, potentially, but unless he makes nice with his former pal Donnie I see MSFT, AMZN and Google cashing in on whosever models win out and more easily monetization paths vs TSLA and Meta for AI.
This is true for the following: AMZN ADBE DIS HD META MSFT NFLX
Who cares about general usage. Focus on the part where MSFT is one of the only companies actually making money off AI services. Even the king OpenAI isn’t making money
Because AMZN, MSFT and META don’t have a successful Cybertruck.
I see how MSFT is scaling back on CoPilot. I used it earlier but on a PowerPoint deck, and it just started drooling.
I've had better networking opportunities in a Waffle House at 4am than LinkedIn could ever give me. Poots on MSFT.
I’m starting to question whether MSFT is a real company with an office, product, and earnings or if it’s like MSTR
MSFT is a good buy, but fuck that POS of AMZN
Unless these stock cure fucking cancer, don’t play weeklies on it unless you scalp. (AMZN, NVDA, MSFT) trying to save you idiots on money
I would work on doing due diligence. You should pick one stock and treat it as your foundation. A solid company. Gamestop, BigBear, and AMC theatre are NOT solid companies. KO is a solid company. PG is a solid company. They are boring, but solid. MSFT, GOOG, GOOGL, AMZN, WMT are solid companies, growth stocks. Not as boring as KO and PG. You are working on the going for a grand slam on each and every trade.
Bearish on GOOGL and Bullish on AAPL GOOGL can dip back down under 300 soon META looks kinda promising but waiting for it to clear 662 before going into calls. AMZN/MSFT/NVDA - Its in a shitty channel and no direction until major news comes out
SEZL is really cheap on what you are getting, not a fan of the space, but not bad. MSFT doesn't actually look too bad these levels. EVER is a boring auto insurance company but growing EPS and revenue with high ROIC. IBEX is buying back a ton of stock and trades at really cheap levels with a lot of growth.
NVDA is gonna be like AMZN and MSFT - No clear direction
Idk about Amazon continuing to pump. It definitely has rebounded from being smashed by inflation after the transition. Their share price growth though has been relatively small compared to MSFT, Google, Apple, and even Tesla over the same time since the hand over to now. I think a better comparison would be Apple from Jobs to Tim Cook, just because of how big a part Jobs was playing at the company’s direction, and the great unknown with him no longer there given how Apple faired when he last got booted. But you’re right about Tesla, if anything the board has made it worse by doubling down so much on Elon over remuneration and his value and importance to the company. What they really need is stability and continuity and less of a cult of personality if they want a sustainable business.
My opinion is that it's related to Japan, their economic problems (partially caused by the US), and carry trades. I read where Japanese funds will be selling US ETFs starting in January to book profits. The other potential area is the AI bubble. You have US and Chinese companies trying to get AI at much lower costs and the concern is that they hit the profits of ORCL, MSFT, NVDA, AMD, etc.
Why is WMT more expensive than AMZN, AAPL, GOOG, META and MSFT? Is the market regarded?
MSFT AI madness, shoving a clanker in every product backfiring from OS to Office.. mass abandonment in progress
I have far too much MSFT and GOOGL for only 5% gains
#Another day of MSFT and COST drilling. How original LMAO🤌
No link to said survey? Mods should ban this low effort AI slop post. Calls on MSFT for AI slop bot usage going up!
MSFT calls… late summer ☀️
Never thought NBIS would close the MSFT deal gap...and yet it looks like it's going to close the gap. Reminds me of the RDDT gap at $80 that seemed impossible to fill when it ran to $200...and then it filled. The market is crazy, bruh.
MSFT around 470 AMZN around 220 AAPL: A break below the 277 area would be negative, requiring a swift recovery. Intraday support is near 273. NVDA around 175: Needs to quickly return above 178. GOOGL: Entering its 16th trading day of correction. Intraday support is near 305...... My personal view
Decided to move my port from risky shit to SPY & MSFT a few weeks ago. Have just been getting absolutely gaped by both.
SPY teasing us by nearly getting back to zero (I'm still down like 40% in a week RIP). MSFT still dying tho, nothing new there
So far: MSFT is down 13% from ATH META 19% Nvidia 12,5% Amazon 19% AAPL 4% Google 4% AVGO 21% ORA 40% TSLA is X with ATH.
I'm not in APLD so I don't know much about the company to have an opinion. I'm only in IREN and NBIS from this space. I do believe IREN has huge potential moving forward. They own everything from land to infustracture. They have a huge deal with MSFT and they scale very fast. I'm in for the long term.
I’m not the guy you should take tips from as I trusted Tom Lee more than my wife this summer. All I can say is Iren is at 10b market cap with 9,6b MSFT deal that only uses 10% capacity. If you think it’s normal stay away. I like the company and their execution. They scale like crazy and for me they have huge potential. As of BMNR, I still believe in ETH and I will hold on my stock.
I'm an AI bull, and I think this may be the best thing. You have four profitable hyperscalers (MSFT, GOOG, AMZN, META) which were spending aggressively, but previously within their means, clearly showing accelerated growth as a result of their investment in AI. There is a real risk to excessive capex spending, but the underlying businesses will be fine. You also have three mega caps with the shovels (NVDA, TSM, ASML) with impenetrable moats. Their stocks have soared, but their performance has backed this up. Is there risk? Sure, only to the extent that we may be projecting this growth too far into the future, but their multiples have actually compressed. Maybe add AVGO to this as well--a great company, but richly valued, very justifiable if this boom cycle continues. Then we have the signs of the bubble all the bears talk about: - Preprofitable companies with narrow moats spending hundreds of times their ARR in capex. - Legacy database providers needing to commit hundreds of billions in capex to get into the AI game. - Newer automotive or database companies rebranding as "AI" trading at hundreds of times earnings (or even sales). - Rocket companies, most of them prerevenue, mooning due to the possibility of launching datacenters into space? - Neoclouds with junk bond status with market caps approaching $100 billion before reaching profitability. - Energy companies with no experience raising $16 billion in IPO not only before reaching profitability, but without even a **single cent of revenue**. - Private startups raising money at $12 billion valuation not only without profitability or revenue, but not even a product or customer. If/when this collapses, the entire sector (and the entire market) will take a hit, because no one's really going to distinguish between the good companies and the bad ones. If the bandaid needs to be ripped off, I'm starting to come around to the idea that a quick crash might be best. I'll be piling into the good companies afterwards, hoping for a lightning fast recovery a la the COVID crash and subsequent boom.
What are you buying now? already have plenty of GOOG, MSFT, and NVDA. Not interested in other FAANG or Mag 7
30% down. Made an AVGO earnings play by buying 200 shares at 414 thinking I will hold even if it went down after earnings cuz the financials looked solid and analyst sentiment was high. Ended up unloading today at 350 to stop the bleeding cuz I didn’t expect it to just crash like this. Glad I did cuz that piece of shit drilled even more to close at 337. With all the negativity around it and AI in general, who knows how much more it will drill. Other losers are GOOG, ASTS, MSFT, IREN, CRWV, FIGMA, PATH, POET, NEXT, UNH. Basically a bloodbath.
wait until Google TPU turned those 100s of 1000s Blackwells MSFT held in the warehouse worthless
Meta is burning through its FCF faster than any hyperscaler and MSFT tied itself to ScamAI which it will need to bail out, so yea they don’t have any money for 3 year old neocloud gpu’s.
Thats because you are nitpicking precise times to make your point. Market has to be seen as a market. Whats the PE of the market then and now? Even if you normalized for growth, its still very close to that bubble. Mind you, MSFT at the time was in a huge growth phase. You can easily claim the opposite of what you said, that todays valuations are even higher than .com if you account for growth of established companies then and now. But that would be nitpicking again and equally moot. This is why you need to look at the market as a whole. Bottom line, its near all time highs not seen since the .com bubble and roaring 20s. The other peaks you see happened for other reasons.
Company fundamentals don't matter anymore due to options. If they want to drop SPY to 670 they'll just sell Amazon or something with a big weight. Nobody cares about earnings or fundamentals now that degens spam 0dte. Too many people buying Tesla to sell into? Sell MSFT. Too many people buying MSFT? Sell Nvidia. Nvidia being bought? Dump Meta. Trash market where stocks are just weights instead of actual companies.
That’s why I full ported MSFT. I will probably lose it all, but, I’m listening to my gut instead of talking myself out of it. Fuck it. $50K ball
I’m trying this new thing where I full ported in MSFT March calls because I always tell myself at that time, “man, what if I bought back then?!” So $50K in lol.
MSFT calls at the open will pay off again
SPY & MSFT have nearly totally wiped out my Gold profits, in the space of like a week
Wouldn't AI be the leading sector though? In which case it went simultaneously with the leaders? So those 4-5 you names WERE the leaders, or watch out for them to be the NEW leaders? Or both bc they were the former leaders? I just am not sure if they were the leaders before. Wasn't MSFT and AMZN and APPL the leaders previously? Idk.
>This isn’t pets.com type stocks Agree, but then again, it's always different than last time, that's why we never really see the crash coming lol. >You think MSFT’s revenue stream will cease? No, none of the MAG7 would die, but some could experience a very unpleasant repricing of their stock.
In a few years - AMAZ, MSFT, or GOOG are going to scoop up all these flopped AI datacenters for pennies on the dollar and lower their operating costs. Not touching them til then.
Oh thanks for explaining that. I appreciate it. So what were the first ones down in the correction, MSFT, AMZN? And so the theory is that maybe NVDA might be the new leader? Where is that info from a channel or a site? Thanks for the info either way. Also, when you say "bull market comes to an end", do you mean that its over for sure? And we are in bear now? Most analysts have said we are still in a bull market now?
Here’s a tip avoid MSFT and AMZN if you have leaps. Expect those shit stock to trade in their range until the end of time
The data center sell off is getting stupid now. NBIS is now only worth $20B. The two deals they just signed with META and MSFT alone are worth over $20B. WTF is going on.
eg NBIS has a deal with MSFT
It’s in confusion state….just like AMZN and MSFT. Can’t decide if it wants 655 or 644…so just chop
The easy explanation is people take profit from new ATH Look at NVDA, AMD, META, MSFT, ORCL and other charts
PLTR, GOOG, MSFT, TSLA economy.
ASTS and RKLB up 10% one day, down 10% the next. So irrational. MSFT stagnation of doom UNH stagnation of doom The economy won’t crash, it’ll simply stagnate until the last person dies. My god this shit sucks.
GOOG? Useless. Sell. AMZN? Useless. Sell. AAPL? Useless. Sell. Walmart? Useless. Sell. MSFT? Useless. Sell.