Reddit Posts
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?
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?
Mentions
Can MSFT cross 520?
He probably did, and that’s why MSFT mooned
I use AI for search now, never see or use a Google ad link. That's the majority of their revenue. Buy MSFT, they are the AI gate keeper.
I shall not be greedy. I can now tell my grandkids that I sold MSFT for a +150%. They will call me demented.
GOOGL and MSFT up while the rest of tech is down. These 2 are batman and robin
This mfer Burry made one right call that no one saw coming and all of his decisions since have been ASS they’re going to really bury him this time \- Exited Microsoft, $MSFT, longs and calls \- Closed Oracle, $ORCL, shorts and puts \- Closed January 2026 Palantir, $PLTR, puts, but remains short the stock \- Rolled Nvidia, $NVDA, puts into June 2027, with strikes in the low $100 \- Rolled Invesco QQQ, $QQQ, short position into February 2027
Didnt he cover? He also went long $MSFT which was an incredible pick up
yea selling MSFT at 500$ is a good target imo
All his longs are fine. MSFT calls are mooning.
Look at every one of his longs, it’s printing so hard. Particularly his MSFT calls. Every single one of them.
Is it not? PLTR, MSFT, AMZN all running. AMD beat and will rebound. Wait until NVDA smashes then QQQ ATH again.
Buyin shares of ETFs and good companies. Made a lot on AmZN and MSFT. 200k actually. But this was pure retardium
Honestly agree. I sold the call so that makes it 2x more likely that MSFT will keep running
It seems like earnings reactions this season are direct opposites of what happened last season. Thinking $MSFT, $AMD, $PLTR.
This has been a very nice run this past 3 days, but this is just a great example of why DCA is the best way to handle the market. Anyone saying they have FOMO sitting on the sides with cash should know it’s never too late. This year is still going to go even higher and beyond. MSFT and Amazon have proven that the investment into AI hasn’t been for naught, and now the skepticism that was rising is being erased. MSFT will be a $1,000 per share company by 2030, just watch. If somebody doesn’t believe me, put one of those reminders on here for me. My brother is a senior programmer there and you have no idea the level of crazy AI work that is going on there. They will always remain one of the leaders. Now I wouldn’t quite compare this to the dotcom bubble in 2000 but there are going to be quite a few AI companies that fail, there’s just too many competitors, but companies like MSFT, Amazon, Google, they’re gonna remain giants. Keep DCA’ing your money into those 3 stocks and you’ll be set the rest of your lives. I have over 452 MSFT shares at an average price of $251 and I plan on trying to get to 1000. If it ever dips below $400 again I’ll immediately buy up $50k worth of shares!!
Brown Boy Summer. $MSFT $MU $ADBE $GOOGL Brown Boy Summer. $MSFT $MU $ADBE $GOOGL
It is somewhat unfair. If I were a person with a lot of capital and a loud voice, it would definitely help my positions once became were to become aware of them. That being said, my call for this summer is Brown Boy Summer. $MSFT $MU $ADBE $GOOGL
He was bullish on MSFT a month ago 👀
These things are completely different. The data showing S&P beating most investment strategies and investors has been there for decades. SP500 will likely beat 95% of all WSBers. Yes, you are probably better off getting 10% CAGR and retiring with a nice kayak. But that shits boring, if MSFT hits 700, you can catch me in my fucking yacht.
You have to *buy and hold* at least two out of the big hyperscalers - GOOG, AMZN, MSFT - because you don't know which one is going to get leadership and materially grow their Operating Cash Flow. I own GOOG and AMZN. Then you have to have the equipment and fabs behind all the (AI) chips. I have ASML (cutting edge equipment) and TSMC (cutting edge fab). They win regardless of which chip companies win. Then you gotta own NVDA (incumbent chip). I also have QCOM because they will benefit from all Android smartphones getting AI enabled with on-device inference. Finally, you have to own whoever owns the smartphone consumer channel because of the upgrade AI will cause. AAPL is the obvious choice. AI models are going to get conmoditized because of the Chinese open source options, but I already have GOOG/Gemini and will buy Anthropic when it IPOs. Everybody else including OpenAI, Grok, Meta, etc are not likely to make it commercially because they don't control the smartphone channel. You have to watch for how (cyber)security software layers evolve as AI agents do most of the work, including bad actors threatening enterprises with agent swarms (kinda like drone swarms). I have tip toed into RBRK and S because they are doing AI informed cyber security from the ground up while the incumbents are either consolidating and/or grafting AI capability into legacy platforms. I don't have a strong conviction here, but this is an area to learn and invest. All this is just a thesis so we shall see, but it is not momentum trading like OP is doing.
GOOG and MSFT are smarter right now. I don’t even know what Zuck is doing
Should be good MSFT blew up 100+$ Ina week markets back till orange head starts tweeting
Google is a very quality company but they’re priced like it, 31x Price/Operating Income which is the second most expensive of the 4 major hyperscalers (Amazon, Google, Microsoft, Meta in that order). MSFT used to be viewed as the highest quality company in the market, they hit $360 in July 2023 when they were at 30x Price/Operating Income, 3 years later they hit $360 again and their Price/Operating Income was 17x. Microsoft was a quality company, they doubled their profit, but if you paid the wrong price you were even 3 years later. I have a full position in Google mandatory convertible preferred shares in my Roth. It doesn’t have the same upside as the normal stock, but it pays a nice dividend which gives me some protection from the valuation risk.
Well they did just start paying the divvy, so can’t judge too quickly. Hopefully it becomes something like MSFT dividend where the yield may be 0.75% but the nominal amount grows 10% per year. It’s a huge compound machine even with the low starting yield
Idk he sold MSFT at a top, pretty sure that makes him a smart stoner.
Sold MSFT at 495 to buy weed
Had qqq calls that expired Friday story of my life....at least I have MSFT :*(
$30 stock …. Data centers in 2027 and $1 trillion in revenue by 2030. This is how you know spcx shareholders are being lied to . I mean how long did it take Nvda, AAPLE, MSFT or Amazon to hit $1 trillion in revenue after they went public ? And Tesla shareholders , how is that robotaxi thing going ?
MSFT hit 350 June 25th 👍
Yeah I’ve been doing this for a little over 5 years now. 190% returns in my brokerage and 170% returns in my Roth. S&P has been like 85-90% in same time frame. I usually wait for larger dips though. Recent trade was MSFT in the $300s. Already up like $34k in that trade. Loaded up on meta after its earnings sell off and waiting now. Previous trades were Nvda on dips, UNH, CNC, GOOGL, etc. I usually inverse Reddit. When Reddit was saying AI would kill google search 2 years ago I was loading up. Price drives sentiment so reverse sentiment usually works pretty well. This subreddit hates trading so I’ll probably get downvoted but if you’re willing to buy and wait it out you can make some serious money with this strategy. Especially if you stick to solid names that pretty much always recover eventually. This subreddit might as well be r/bogleheads though. I even dip my toes into some options as well. Usually buy calls that expire in 12-18 months and hold them for about a year. Made 200-350% on CNC calls. Bought a call on NOW when it was in the low $90s that I’m now up over 60% on. The key with options though is to keep it to a small portion of your portfolio. Like 1-2% and never bet more than you are willing to lose. This subreddit hates options too so bring on the downvotes lmao but leaps are the best way to play options if you’re going to play
MSFT ripping btw I was right
MSFT still 10% away from its ath
I made a boat load from NVDA, GOOG, UNH, MSFT in the last few years. So yes... But if I had bought NFLX?
And the spending is coming from GOOG, AMZN, META, MSFT, and so many other players that are deploying capital. Most of it is is money leaving their books, not borrowed money.
NVDA, MU, MSFT, GOOGL, just to name a few
AMD gets the short, bought some DAMD to hold for a bit. MSFT also looks ripe for a short depending on how she opens. Will also be watching AMIX for a possible lite repeat of today.
He's talked about this for 3 years and then bought MSFT recently in spite of it all being 'overvalued'. A lot of stocks are overvalued but there are still quite a few in the lower range of their P/E with increased profits YoY.
AEHR on the amd absurd capex raise MSFT / AMZN / GOOG
imo right now is the pull back. MSFT/AMZN are printing on their investments, everyone still has money coming in and there's a DRAM shortage. If you're eyeing $MU $NVDA it's now or never
I'm on max20 plans for claude + codex, not enterprise plans. I'm being heavily subsidized atm, yes. The cost per token is coming down very quickly tho, which is a part of the bull thesis in itself - costs to run the models is getting exponentially cheaper with token costs dropping \~10x per year. The $10k token budgets / costs are going to drop to sub $500 soon... at which point all those engineers they're losing money on are pure profit. That's going to happen in less than 2 years at the current rate of improvement. At the same time - I don't see demand for this going down - as the models get stronger and stronger (and cheaper and cheaper) the demand is growing exponentially. They've only really been "useful" since Opus 4.8 (\~feb this year) and looking at the growth rates of anthropic we can see how quickly people are seeing the value. Previous models were a net negative for most companies productivity, but the recent ones are actually very bullish. The hyperscalers are reaching profitability on their ai investments (as per MSFT & AMZN datacenter spend) - and I don't see this stopping. I suspect we will encounter jevons paradox with AI - where as it gets cheaper & more efficient, the demand actually grows quicker than the efficiency gains we see due to the productivity gains it enables. We're already seeing early signs of this. You are correct - time will tell. It's an incredibly high risk sector to invest into here, especially given the historical cyclical nature. It's really a question of "how much compute will people want?". If they start integrating it into more and more things (as it gets cheaper) - demand may be higher than we expect.
and I think what we're seeing NOW, is that ROI has been surprisingly positive and beat expectations, hence why AI stock have boomed the last week or two since MSFT, AMZN, GOOGL earnings. Ya, people often invest a lot of money with expectations of an ROI a few years away. Every day, all the time.
Missed MSFT sold before earnings, barely got shit on AMZN, missed GOOG earnings rebound, now I bought a lot of AMDL before earnings instead of ANET 🤡 🤡 🤡 Also my covered calls fked me out of some gains on this recovery oops
Even though AMD is a pound the table buy, it is brown boy summer and Lisa Su was not invited. $MSFT $MU $GOOGL $ADBE
Congrats on the 63k CAD mate that’s a proper turnaround after six months of bag holding MSFT options paying off that hard must feel like the universe finally cutting you some slack
lmao at people jumping back to MSFT
$MSFT falling off cliff
"Breaking: Michael Burry has disclosed his updated positions He: • Sold his Microsoft $MSFT longs • Sold his Oracle $ORCL shorts • Sold his Palantir $PLTR January 2026 shorts • Rolled Nvidia $NVDA shorts to June 2027 • Rolled Invesco $QQQ shorts to Feb 2027 He continues to hold his short positions in $SOXX, $MU, $NVDA, $CAT, $PLTR, $TSLA, and $AMAT" 🤔 Bullish!
sold MSFT at high bought SPCX at low
Should have sold MSFT today
You guys are so dumb. People always exit right at close. Happened to MSFT too. Chronically poor because of this.
im holding. MSFT MSFT 600 EOW
lets be honest, even if hormuz closes again, the elephant is no longer in the room - MSFT has proved you gotta spend money to make money
Ugh I hate that everytime. This was also the one time in forever I didnt play MSFT earnings and look what it did. So much mental torment this can be!!
Stock news analyst all lower MSFT...
Who knew MSFT and PLTR would save the market... what a wild ride
This is insane - I sold all the MSFT I've been DCA'ing all year at $480 and still left money on the table!
MSFT pumps on an ER after 13 consecutive dumps Bers got fukt AMD has a record pump going into earnings, no giant red dildos in the options chain Bers are fukt
MSFT tanked after earnings the one before last, MU idek what’s going on there, their daily chart looks so fucking ugly
$MSFT being sued for fudging number!
alot of red showing up on $MSFT
If it were MSFT or AMD i would say keep
Except MSFT actually makes tons of money and PLTR barely makes any haha
i just noticed PLTR kinda looks like MSFT these past few months
calls - we are jumping in anticipation of good ER's coming out of the semis. I think that it'll happen... then semis back to ATH's. All the hyperscalers - literally all of them - are increasing AI capex. Also MSFT & AMZN reported they reached profitability on their ai investments (it's why they both jumped). Semis are cool again, only up sir.
Crazy how the stock I was considering to cut my losses with before is now the same stock that’s my biggest winner 😭 You’re confusing, MSFT lmao
Nearly all of Ballmer's stock portfolio is in MSFT. If you think MSFT is ever going to not be a good long term buy, you are totally ignorant.
I don't think so tho... ai capex is increasing, companies are reaching profitability on their ai investments (as per MSFT & AMZNs last ER's) and demand for intelligence is growing exponentially. I don't see any of those things changing. I spend $600 / month on AI services and max out my subscriptions. I want more. It enables insane productivity boosts - projects that used to take me 6-9 months now tend to take 6-8 weeks. I work in software, the largest effected field at the moment. However it's also starting to make its way into other industries. I'm aware that both my lawyer and my accountant also use it, but I'm unsure to what extent. I have a friend who does consulting for various banks. He's over doubled his income as he's taking on \~3x as many contracts now... efficiency gains he has only been able to achieve due to AI. Once people figure it out there's no going back. I think it's here to stay, and it's going to continue to grow.
MSFT, MU, GOOGL, maybe that means ADBE next.
What’s the news today? I’ve been disassociated from the market for a few months, just been holding MSFT
They were great, but they came from companies that are already producing cash from retail, cloud services, and advertising. Not from companies monetizing AI The market didnt shit the bed on google for going negative FCF for nothing And overall, the FCF of the combined MAG7 is trending down. It loved MSFT, dont get me wrong, but its giving euphoria to run into ATHs on nothing insane
$MSFT call for the win
Is your data up to date? MSFT, AMZN, GOOGL earning just came out recently and they all smashed it with much more AI profit than you're saying. Hence those stocks all went up 5+% like a day later despite the further planned capex. Think your numbers are wrong.
AMZN, and MSFT proved that increasing cap ex = more profit. Amazing growth for Azure, and AWS. AI profit is going into cloud. It is obvious.
AI capex is going up and hyperscalers are reaching profitability at the same time (as per MSFT & AMZNs ER's last quarter). This means semis are undervalued here... they're carrying the market. Back to ATHs!
30% on MSFT like it's a shit coin yea whatever
It might, but I don't think so. I suspect we are going to see insane numbers coming out of the semis / the sector. The hyperscalers are ALL increasing AI capex, and many are reaching profitability. That's why AMZN and MSFT jumped last week. MU & SNDK have forward pe's of like... 5. But there are years of commitments from the hyperscalers. That's far too low imo. The drop last month was a violent leverage unwinding, fundamentally everything is still solid.
dont forget that MSFT was the main catalyst for this pump. MSFT 600 EOM
do we get MSFT $1000 or MU $2000 first?
Those AVGO and MSFT CSPs pissed me off enough from holding them for so long that I've officially closed those out for profit and immediately swapped to puts Fuck those two companies in particular
believe it or not, bitchez actually bet against MSFT.
I feel like I should grab some MSFT puts just to revenge trade it for what it put me through this whole summer
MSFT heading for 500 easy, probably worth 525 easy
MSFT, $150 million of sellers at $500
MSFT green and SPY ATH, dont wake me up if this is a dream
next time i say "fk it, i'm buying MSFT", remind me to buy more than a few shares
I actually think I have become a good investor. 1 month ago I bought both MSFT and metals miners.
I know (also MSFT), but I'm not going to miss out on 3 years of gains trying to time the market. We use a financial advisor now, partly to avoid the temptation to time the market or panic sell. He kept us buying after 2008 and that helped make our portfolio (which is in the low 8 digits). Put a reminder on this comment if you want to dunk on me in 3 years. I really want to be wrong on this one.
People didn't like MSFT Under 400
GOOG, MSFT and AAPL still about 10% off their highs.
crazy how quick price changes narrative a la MSFT and ORCL. Been ripping face and all the fud is silent lmao
If MSFT breaks and holds 500....
Slowly trimming my massive MSFT gains. Feels so damn good. Can’t even imagine being peanut brain and not DCA’ing that juicy dip on a company that literally prints money.
I lost 50% of my personal trading portfolio in June thanks to MSFT and NFLX. I've now gained 50% in the last week thanks to MSFT. Unfortunately I needed 100% to get back to June 1st.
They used to laugh at MSFT