Reddit Posts
Holographic/VR/AR Industry Development Weekly Report, Week 23
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??
OpenAI confidentially files IPO paperwork
I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?
AI bubble to pop soon because of SpaceX IPO?
Meta weighs big equity raising after blockbuster Google deal
Comparing Cash Flow Valuations Across Leading Tech Giants
Big Bucks, Bigger Bets: Who’s Winning the AI Money Pit?
Need this MSFT call to go well. Broadcom has ripped me
Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
AMD’s price has massively detached from forward earnings expectations
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$NVDA and $MSFT have great moves coming forward
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
The SaaSpocalypse is over - 50k+ in gains on SaaS Names
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
Held MSFT, wonder how much I can squeeze out of this. The itch to sell is real.
SaaSpocalypse > SaaSdemption - back to ATHs? Including MSFT
Beyond the Hype: My "AI Meets Atoms" speculative basket
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Where's that college kid who bet MSFT would be at 450 in august
I am sorry about my previous dd calling the top: I was wrong. But there is more to the story
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
Ultimate DD: MSFT is the best stock in the word because they OWN ALL OF YOU
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
MSFT + RDDT: THE BOUNCE IS BACK, REGARDS
Guess the point where I enabled margin and started playing with options. 🤔
Many of you wanted to know my next move: You should probably short META
It’s SO fair! I LOVE you all I LOVE you all!
Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
It’s not fair! I HATE you all I hate you all!
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Can someone explain the investment thesis behind space stocks?
MSFT will make bank off of OpenAi IPO. Simple math
Experiment to explain regards to stop losing money on earning bets using weeklies
MSFT looking attractive after this overreaction selloff
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
Why the app you’re using should be a stock you own ($RDDT)
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Back to back days of huge volume in MSFT after hours…
AAPL at $302, 36.6x P/E. Can AI justify the premium?
This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?
big tech's $350B AI capex is returning about 18 cents on the dollar
I have been buying up MSFT and NOW for the past 2 weeks. Microsoft sitting at such a low PE was crazy
I tracked recent Congress stock trades - here are the most actively bought stocks this month
Fired my old fart financial advisor, stopped swing trading, started taking profits, started buying the dip (PT. 2)
Tech strength today looks concentrated in semis and mega caps
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Pigeons are pooping right $NOW and $MSFT won’t allow red days or red meat
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Holographic/VR/AR Industry Development Weekly Report, Week 20
Mentions
I don't understand the stock market at all. Trying to predict how much money a company will make? But why? Who cares if GOOG makes more money than MSFT and why should that affect the stock price? This would only matter if every stock traded at the same multiple and metrics but they don't. What makes a stock more valuable than another is just what the next retard will pay you for it
Me: Damn, MSFT, I need +5% day from you to breakeven on my calls. MSFT: What do you mean, I can't even stay green!
Sick me too on IBM, MSFT, HPE and Palo Alto all down 30-40% lol
Can't believe they wont let MSFT go green... that's so mean!
I lost money on MSFT. Then I lost money on META, now I'm nuking my port with poorly timed GOOGL calls. I'm the king of the bag 7 apparently
Lets go MegaHard, your time to shine MSFT
How about MSFT …. It’s down 20% in a month
MSFT AUG CALLS (post July earnings) You’re welcome.
I hate MSFT with every bone in my body. Idk why I even bother to short it lol, ofc it chops pos
People comolain about MSFT and it goes up when I have puts. Yes
Should I sell MSFT and just cut my losses? It is down 2% on me, average 410.46 Appreciate comments
Surprisingly MSFT is not getting clapped to hard today lmao
MSFT puts theres no way this holds
Yes MSFT, go up when I Just did a put fucjing piece of shit stock
Time to remove META/MSFT from the mag7
I want to believe but MSFT can't catch a bid. Ever.
I'm going all in on MSFT puts
SPY is calling MSFT, yo ur late we’re going down today
I wouldn’t doubt NVDA or MSFT that much
Exactly.. META is dead, at least MSFT still has signs of life and potential
I don't have any money left to put into SpaceX. Bagholding MSFT as long as it will take.
Need MSFT to retest 397
All the blood, sweat and tears spent bagholding MSFT with nothing to show for it.
Really ready for MSFT multiple expansion. To the moon.
Both have been horrendous lately. I guess I understand the MSFT sentiment but no idea what is going on with Amazon.
MSFT is green, I repeat MSFT is green Scientist furiously checking pages on clipboard in lab “this is… impossible”
Alright MSFT flipped red we can pump now
Thought MSFT was going green..... but no!
MSFT will never see a green day again
I don’t own that crap. I have enough with my MSFT leaps
MSFT MAKING A .03 CENT RUN UP. WE SO BACK BBY! (oh, its down again, false alarm)
MSFT Green .... This is not a drill we have MSFT Green
The only red on my watch list is MSFT
aight how far out are we buying MSFT calls this is getting ridiculous. August 26? Jan 27? Lil 10-15% pump who says no
HOLY FUCK MSFT IS GREEN didn’t think I’d see the day
I wish that MSFT rally wasn't fake and it would go to 415-420 but there is no volume as of now
Sorry, 3 more months of Red for MSFT
Didn’t know how to tell my family I was gay so I told them I bought MSFT instead
Sooo… You are telling MSFT WAS the play..?
Just buy puts on any MSFT pumps, infinite money glitch.
MSFT not as bad as I expected
MSFT only down twice as much as /NQ guess you can say it’s a goood day
MSFT = Money Suck, Fuck This
How TF is it possible for MSFT to be red any and every day??
ding ding ding! MSFT going for 8 straight days red
MSFT under $400 is hilarious
Gate Foundation: *Literally sells all their MSFT shares* Dumb people here: MSFT is a buy!
Day 8 of no fap until $MSFT reaches $500.
I hate MSFT. It literally wrecked my portfolio.
Can we delist MSFT or kick it out of the indexes? It's like a handbrake
Whenever I see both MSFT hate and MSFT below 400, I buy calls.
How much money do I need to lose on MSFT calls before I finally stop?
Do yall trade SPY 0DTEs or MSFT 0DTEs
I should have dumped MSFT a long time ago. It's the handbrake of the portfolio.
I really don't understand MSFT. How did they let this happen?
nobody was expecting MSFT to moon or anything, but it tumbled like 15% in a week and a half, that’s diabolical
Everything is grinding up except MSFT, which is in the dumpster
How about MSFT puts 2 weeks out?
Bloom Energy (BE) ↓ – Stock down -4% pre-market after datacenter developer Crusoe announced their datacenter project in Wyoming (Project Jade) is being paused, with no details provided. BE is providing 900MW of fuel cells for the project, with other Aeroderivative power products also being provided. Public opposition against datacenters in WY has been building, with City Council in Cheyenne delaying projects to establish their own development protocols. Microsoft (MSFT) has been active in the region buying land for datacenter development as well. Our analyst Chris Dendrinos is NEUTRAL on the news, noting BE’s fuel cells are a solution to community pushback as they use no water, have limited noise, and have a cleaner emissions profile. \*RBC Trading: BE stock could see Bears circle more heavily with this the 2nd datacenter project in a few weeks that is being delayed (Project Jupiter last week), and BE stock up +90% since April on a big customer order win. The news of delays could also be an incremental negative today for other Datacenter power alternative producers GEV/CAT/FTAI. \*Bulls defended BE’s Project Jupiter delays as incremental negatives (developer is implementing workarounds), BE’s product part of the solution to avoid datacenters tapping into power grids, more customer wins coming as Datacenter capex is set to increase in 2027+, and BE stock is in many Semi’s baskets (i.e. don’t fight the Datacenter/hardware trend). \*Bears cite near-term delays that will slow/decelerate growth, the stock already pricing-in BE’s announced expansion to 5GW, the stock sensitive to trimming/rotation out of the overcrowded AI/Datacenter trade, and a high valuation that makes it harder for Bulls to defend (98x 2026 EBITDA).
Yeah MSFT sucks balls last few years
Another day, another MSFT put that'll print for me LMAO 🤌
MSFT is the new inverse SPY etf
MSFT at -0.80% is now considered green
another day of SPY recovering as MSFT continues to tank
I just know that MSFT will be down 2-4% lmao
Lmao MSFT ain't doing shit man wtf
Iran confirms they use Win 98SE for their nukes OS. MSFT +30%
God speed and don't fall for those seductive but shitty MSFT dips
MSFT has more room to go down haha
MSFT I never liked you. Should have trusted my gut.
No matter what the rest of the market does, MSFT will just continue being a pile of shit
I bought April '26 dated 500C last October or November (I forget) - literally just before MSFT started tanking its way down to like 360. Ended up selling those calls for like 20c a piece (paid like $20).. MSFT practically nuked my port from 80k to 40k 💀
Guys should I sell my dogshit crypto (down 3k on 7k buy) to buy more META, MSFT, MA, UBER?
If u full port MSFT I don't wanna hear the crying
MSFT is the same price as it was 2.5 years ago jfc
Full porting in META + MSFT then astera labs for the spaceX boost.
I've lost like 6k on GOOGL so far. But jeez, I'm glad I didn't buy MSFT again.
I hate MSFT with all my heart and soul. What a POS stock holy shit
They should make Asha Sharma CEO at MSFT
MSFT = My Stock’s Fucking Trash
I can't even tell what is a good entry point for MSFT.
\*MSFT to change their ticker to SHIT\*
Thinking about selling all my MSFT for some fookin neo clouds
MSFT is just dumpster. Literally everything causes this POS to sell off
MSFT under 400 again lmao
I think it's a big part of why NVDA, MSFT and the others are down. The rotation is into cash for the IPO. Part of me wishes the whole thing would fall in on itself as a punishment, but I'm a bagholder, so all I really want is someone else to pay for their mistakes like I am.