Reddit Posts
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
Market rotation is becoming obvious but retail is still stuck in old narratives
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Micron Price Target Analysis Part 2
📓 Daily Brief: Theta Gang Goes To Wendy's
Mag 7 selloff: real risk or just oversold panic?
Is it over for $MSFT. Microsoft Office is going the way of Adobe.
AMZN Extremely Undervalued
SpaceX stock tumbles 16.4%, shaving off most IPO gains since debut
What's might be driving todays fall for Hyperscalers like GOOGL META MSFT AMZN
AI is disruptive. Individual companies have never been more volatile. What’s the argument to not just buy indexes?
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
MSFT around $378. Falling knife or finally reasonable?
What do you think of "forgotten" tech stocks that are past their peak/cultural popularity?
Genuinely what on earth is going on with software right now? This is completely unhinged.
The AI trade is starting to look like a copper trade too
22% down on MSFT calls, scared, should I sell?
I have lost every position I've taken since june started.
$QCLS Photonics = Multi-Bagger Swing Potential: Solving AI Computing & Fundamentally Underpriced
MSFT Dec 2027 400C, who else loaded LEAPs this week?
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
somehow, MSFT opening tomorrow like
That is all i need to know about SPCX
Mentions
What triggered MSFT yesterday?
Before you put $10k into anything, answer three questions in writing: (1) Why MSFT specifically — what's the thesis? (2) What price or event would make you sell? (3) What would make you add MORE? If you can't answer these without checking Reddit first, you don't have conviction — you have consensus.
MSFT literally can’t have two green days in a row
called it, MSFT pump today was a trap
I'm not sure I agree on the hyperscalers, money doesn't automatically rotate into them just because semi stocks are down. Over the next 5 years I think Goog, MSFT and AMZN will do very well but the next 1-2 years they could still struggle as lack of FCF is punished
I strongly agree with #3. It makes NVDA's valuation and forward PE seem odd, especially when compared to AAPL. I still find it odd that MSFT is trading so poorly. They have a near monopoly on the PC operating system, but more importantly, the enterprise user (even though Teams is an utter pile of shit).
Hoping MSFT is cooking. RKLB not as concerned about but still wish it was up. Thinking about quitting my job as December approaches and living off savings from January-June (as I finish my courses), and I'd rather not sell stock to do so. Oh well!
Yes and no. It would be a short-ish term problem. Aging hardware would just not be replaced. Public cloud costs would come down due to oversupply, which would mean more orgs invest private data center money to public cloud. Would it hurt? Yeah, it would - but - all the hardware valuations would be absolutely motherfucked. Hyperscale revenue takes a, let’s say, 15% revenue hit. Hardware revenue hit is like 70%. NVDA revenue, for example, has went from $29b to $215b since 2023. $MU is up 350% in 1 year. Over the same span, MSFT is only $211b to 281b AWS was about $90b to $150b over the same time. In my eyes, the hardware business carries incredible downside risk vs the hyperscalers, especially since it feels like AI bubble has already somewhat been priced into valuations for them, but not at all for all of the SOXX tickers.
i overbought chips, so now i'm comfort eating mac and cheese. KFT & MSFT, strange taste.
MSFT ain't doing so hot either man
Dude fuck my stupid fucking life. SNDK go up you dumb fuck. I skipped MSFT for you you piece of shit ass stock.
Jesus Christ.. MSFT is still printing? Who'd y'all piss off?
I bought $MSFT puts right at the close So congratulations bulls in advance
$1000 in NVDA, $1000 in MU, $1000 in MSFT, $1000 in IBM, $1000 in META, $1000 in GOOG, $1000 in BTC - high risk high reward. Investing in a single stock is stupid.
Semis down for the 25th day in a row, but this time MSFT doesn't get to be green because it's not allowed to cross 390
Love this drill from KOSPI (I bought MSFT)
$ORCL it was $1 Trillion, 6 months back. Even this price was before AI data center push by more GPU demand spike. Same for $MSFT 555 to 390. Life without internet Life without smartphones Life without AI, impossible $GOOG $AMZN $META $NVDA $MU $BAC $WFC $JPM all adopt AI.
I get it - but everyone involved with the AI hardware are the ones who are actually fucked in that scenario. If AI fails, MSFT, AMZN, and others are perfectly ok - they’ll just have data center capacity to grow into. All the hardware folks, on the other hand, have an unfathomable amount of money they are counting on coming in - just suddenly dry up. Hyperscalers are bankrolling the hardware companies with their cash flow. They can (mostly) decide to stop whenever they don’t want to take on the risk of having extra capacity.
Last trade on the DEC27 atm calls was $75. Something tells me you haven’t spent $4.5 million on MSFT premium. You have to go well out into the 600 strikes before it’s less than a million in premium. LOL
MSFT 420 before earnings
Things really start to get fun when AMZN and MSFT have to write down their stakes in OAI / Anthro and their earnings get whiplash
You should have done this last month, you probably need to read the room a little better. AMZN, GOOG, MSFT are not semiconductor exposure Semiconductors are cyclical, you trim them on the way up, not the way down Dividend stocks and defensives will not save you in a correction/meltdown, neither will the Mag 7. A company surviving does not mean their stock price will If you move to cash, you need to become highly educated on market technicals and indicators to time your reentry with a decent probability of being right. Not everybody can do this. If you can't, S&P500 and just let yourself lose money and accept it, still better than owning single company stocks.
MSFT seems like gold rn, good place to keep your money during these dark times
$MSFT is basically a datacenter play tbh, shit company they don't do nothing nowadays
NOW yes, ORCL higher risk, CRWV is ok for a hold imo. NOW & MSFT are almost free $ for nimble traders
I’m trading it, along with NOW (& META, NVDA), & making a fortune. There’s a middle ground between day trading and 5 year holds, and it can be wildly profitable. NOW surged 75% like 2 months ago and now it & MSFT are round tripping their dip/spike first halfs. Heaven for a flexible trader like me
Google last year is a better comparison. AI was going to eat it up. How did that work out? Buying MSFT & NOW voraciously on dips. Wish SNPS & cyber would crash again. Buying META, NVDA, NFLX, NAIL on dips is going \*very\* well this year too
stick with MSFT but scalp profits on run ups
MSFT is a sleeping giant here, too much potential to sell now
Fixed the other guy's chart: 🟢 $MSFT = 🔴 $SPY 🔴 $MSFT = 🟢 $SPY
More like MSFT into MAGS investor
MSFT been green in premarket then dump at open for like 3 weeks in a row, i dont trust it anymore
You are spot on with the correlation nonsense. It’s fundamentally illogical that just because memory prices go up, names like MSFT, META, and GOOG should go down. Or the inverse. The fundamentals for these companies haven’t changed and in many cases have gotten stronger. My theory is that algorithmic trading has gotten out of hand
Fuuuck I just know on that list at the top is probably MSFT. RIP
What’s up with MSFT with negative beta? I swear that piece of shit inverses the market
What rhythm with Mbappe? MU and MSFT.
msft really had to melt down from 2% to only 1.3% :/ I need an actual shrek boner from MSFT for once
Any chances 600k META guy might be an insider trader. Now he has MSFT and NFLX. 🙄
Fucking hilarious that MSFT was this green on such a red day. It’s like, energy and Microsoft: GREEN. Everything else: RED.
Well, putting aside that no one really new how high it would go, Starlink was/is the only profitable thing in that mess that made any sense to me. Not everyone Daytrades or does Options. I know there's tons of opportunities out there to make a quick buck $. Really all an investor/trader has to do is ride the hype, set a firm exit point (5%, 7 %, 20% and so on) then exit. Uber, Lyft, Figma, SpaceX they all hype up then crash pretty quickly in many cases. Not everyone trades that way because the chances of losing, statistically, are way higher with Daytrading and Options. Plus some of us want "value". Is the company profitable? Does it have potential to be profitable in the near future or in 10-20 years? Will it be the next Apple, MSFT, Google, Nvidia and so on. How much debt is it carrying? Musk borrows and burns money like a drunken sailor on shore leave. Musk has so much control that no one stops to think....what will happen to the company if Musk were no longer in control? When he's not at the helm leading.
Fuck it I’m going all in MSFT it’s gonna be icy fucking morning
MSFT has been inverse of the rest of the Mag7 for a while now, and it's confusing the shit out of me.
How is MSFT still up Sell it all, it’s fucking over
MSFT is like what am I doing up here, time to go down.
MSFT green? Red Close for sure
Regards: yay MSFT is up today. MSFT: hold my beer.
loading up on MU MRVL GOOG MSFT and SGOV
Ok we can’t all be long MSFT 400c eoy or they won’t let us win. Some of you have to sell the calls
MSFT remembers it is a pos LMAO
399 is a really stupid fucking price for MSFT to be pinned at but MMs will do what MMs will do
So was MSFT just the only tech stock living in reality over the past few months or what?
**Sold and repositioned some of the positions:** 40x MSFT Sept 18th 400c 70x MSFT Nov 20th 400c 535x NFLX Sept 18th 80c (very high risk but fuck it) 50x NFLX Nov 20th 80c Total book cost is now like $500,000 USD https://preview.redd.it/y9br4ebvs1dh1.jpeg?width=1320&format=pjpg&auto=webp&s=a57b11ae8662367d66ee22290de17d7116e53613
Cheap calls for speculative stocks because they aren’t reliable, but very expensive premiums for calls of stocks like MSFT and ORCL. Yeah this market is made for the rich and the rich only.
Green day for MSFT holders
I get you my fellow regard. Same way i am with MSFT.
MSFT isnt real bruh, how the fuck is that stock red everyday and today is up 2%
So MSFT just needs the world to end and it can go back to $500
have CRWV puts and MSFT calls coming into today
MSFT MSFT MSFT everyone bought into memory or msft put buyers are fked like I told you
It's had some decent highs, and some decent lows... You're sorta right in the middle. I wish you luck, but I also sold my MSFT when it went up a decent amount a few weeks ago, as I struggled to make a strong enough case for it. I thought I could hold on long term, but it's a bit too volatile for my blood.
Anything could be theoretically replaced, but even MSFT
Dude when all wsb regards are saying this, it’s probably time to buy. They said same stupid shit when MSFT at $350.
Love me some MSFT but if I'm dumping $10k into something right now, its $NOW.
When investing in a stock, you should be evaluating the financial status and business outlook, not the stock price. If you were to look at MSFT stock chart, you'd think the company had declining sales or profit and Azure and AI sales are declining. But the very opposite is true. RKLB doesn't have an established business of recurring revenue and profit - as such it will be the one the first to drop at signs of market turbulence. It is years away from this... years. So if you have conviction in the stock continue to hold it - maybe add more if there is a great stock price weakness (I remember back in the day loading up on more VMW in 2008-09 after it tanked due to financial crisis). If you are going to judge the company by short term stock charts, you probably shouldn't be investing in individual stocks and just go with index funds and ETF's. The stock chart can do anything. NVDA revenue went from $26 to $60 to $130 to $215b in consecutive years, all on high margin and growing profits. Yet the stock chart bounced all the over the place.
If you use a computer, then you use MSFT. This regard hasn’t heard of Apple 🍏
Will MSFT break the trend of going red after every single green day tomorrow
Not sure about that EZ double, but i am also in MSFT and i hope you are right.
"If you use a computer, then you use MSFT" unc living in 2000 😭
Cmon MSFT don't fade
You laughed at my baby MSFT for weeks…. …now my baby laughs at you 🫵🤭
Up 9.8k on the day and I just closed out pretty much every long position I had (AMZN, GOOG, MSFT, AMD, RKLB, INTC) except a large-ish debit put spread against SPCX, NFLX leaps, and some CSP's on AMD that expire in 2 days. I'm up on the year and month and in protection mode at this point. This market don't feel right.
My biggest concern with MS right now is that their numbers are being propped up by OpenAI absolutely burning money to rent servers from them. If OpenAI loses the race to profitable AI (and if certainly looks like they are) then where does that leave MSFT? Now you could make the argument that whoever wins the AI race, like Anthropic, could just snap up the extra datacenter capacity from MS. But it's really a big risk, and MSFT could end up holding some mighty big bags on capital expenditures if things go tits up over at OpenAI.
\>> If you use a computer, then you use MSFT No retard, plenty of Linux and Mac users exist and increasing
Guys, look at the bright side! MSFT is green. RDDT too! The meme stocks
its shares. just have patience lol? like for example, someone buying MSFT right now may be bitching and moaning about the down side. But when their investment doubles over the next few years, they'll have beat the index tremendously. Same for ORCL.
LMAO I full ported MSFT at $350 and while memory bulls are losing money I am gradually increasing my portfolio.
I agree with the "boring share play". It's a bit of an "unknown" with AI and all, but on the otherhand it's MSFT. They got lotta smart people, and a lot of money. Usually those bets work out alright. Bet on smart people with money / a proven track record (that isn't just scamming people). That's how you win.
Would you buy MSFT now?
When all worried for $ORCL earnings, see last 6 quarters earnings spike BigTech are global enterprise, their debt load is almost nothing compared to cash flow they have. Same for $MSFT https://preview.redd.it/7455d06pa1dh1.png?width=769&format=png&auto=webp&s=458f098c09cd6c016bd9df04388ba54a1cf78235
MSFT wants to go past $400 badly
Something’s not right, MSFT is actually holding on to gains
What chu talking about OP? MSFT and chill
2020. You can view my PLTR yolo posts. Cashed out a big chunk at $2 million. Bought/sold a house and started re-building my PLTR position and initiating MSFT with the recent dip.
At this stage I’m pretty sure MSFT is just trolling your portfolio every day
Buffet says it’s better to buy a great company at a fair price than a good company at a discounted price. I personally think MSFT is a buy today.
And MSFT +2%. Make it make sense!
lol well fuck me man. Cant believe I paper bitch hands MSFT AGAIN!
Days like today is why you should have hedges like MSFT calls in case the market trends down
MSFT 23x trailing PE, vs. 37x for AAPL and 46x for COST Imagine looking at PE?
Already back in the green on MSFT. Feels a lot like UNH early last year when everyone was saying it was going to 200!
Yes I sold MSFT at open and bought BA shortly after. I am watching BA bleed to death while MSFT continues to climb. It is a sign to take a break lol
These days for MSFT are so rare. I’m cherishing every moment of it!!
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $400.00 (above) | $394.57 | $392.87 | +1.4% | 21h 13m |
MSFT effectively being an inverse of SPY is so strange lmao