MSFT

downes78

Right. Are we really going to sit here and think MSFT wont take out all time highs? Its a buy, just like Google about 8 months ago.

quiet99storm

I personally keep a tighter stop loss on stocks that have hit my target and had massive runs. If I get stopped out I may throw more cash in for a swing trade, however I don't like long term investing in stocks that have already broken out. I did rotate into some beaten down stocks late Thursday like NOW, MSFT, HOOD, and SOFI to try to catch a rotation. It depends on your investment thesis though. If long term investing then deploying capital at specific increments seems smart as the normal ups and downs of the short term market don't matter as much. For me my long term investment is my 401k. My Robinhood account is short/mid term trading. Not financial advice, I'm regarded.

Boheed

MSFT bagholder spotted

throwingitanyway

i'm specifically talking about filling the gap. i'm not worried about my massive MSFT holdings i'm just curious if there is any legitimate liquidity behind hyperliquid

Nice-Light-7782

It'll be interesting to see how it plays out. On the one hand, they projected Q2 profit at 0.56m. On the other hand, they've been deceptive on numerous occasions about the performance of their models, how they treat users, how they measure KPI. Big names like MSFT and AMZN started dropping their subscriptions. Open source models are catching up. I personally think the future will be local models, whether we reach AGI or not.

Onespokeovertheline

Imagine everyone who uses Microsoft Office products or Google Search + Gsuite uses AI in the future. And not basic Copilot "Clippy" AI, legitimate Claude style "do a week worth of work for me in 10 minutes and when you finish let's build a skill to automate that in the future" AI. Tell me how it's not going to be as valuable as MSFT or Google. Or do you think Walmart is bigger than both of those?

beehive3108

Oh no. Remember what happened MSFT when Steve Ballmer and Gates when they danced on stage?!

aDonkeyWithACarrot

I thought the rebalance was take out of Nvda and put in MSFT

MakingMoneyIsMe

Yeah it be like that. My cost basis for AAPL and MSFT are low to mid double digits, but I only put 5k in both. I divvied up my other funds into staples, smh.

itspalm

MSFT

eetfawk

I’d get SPCE now, and get more META, MSFT, AMZN with the gains

Portsmo

They’re all big and unsexy but I agree with your theory on MSFT and think it will trend upwards over time.

Super_Highway_3405

Of the three, AMZN has the most potential long term. Meta I think has the most potential on a one to two year time horizon. MSFT most potential for a swing trade.

AIGenerated99

One thing META doesn’t do is innovate. It’s flop after flop. They are living off their instagram acquisition Amazon and MSFT for me. Split between the two.

blockswonn

For me this is easy: AMZN, based on the massive demand for AWS, trainium chips, positioning for a leading role in robotics. Not META because it is all-in on an AI model that is not on the frontier and unless it meaningfully streamlines their business, they’re spending a lot on a model that isn’t likely to emerge as the winner vs google/openai for personal and anthropoid/openai/google for enterprise (and in my mind their social media products a at risk of regulation and societal distrust). Not many business leaders trust Zuckerberg either as he’s a shifty character. Not MSFT because they are all-in on OpenAI which seems to have significant challenges in terms of its leadership, and its second position in both enterprise and personal. There’s been shaky integration execution between AI and with Msft products. And there’s a real scenario where XAI transcends, because they are the least compute constrIained (Elon is the fastest at building data centers, and Jensen wants to see Vera Rubin come alive ASAP, so they’ll get preferential distribution). Also Elon hates Bill Gates and Sam Altman, and in case you didn’t notice, our AI czar, our NASA administrator, our Sec of Treasury, our VP and even DJT are all Elon aligned.

xJayMorex

META long, MSFT short, AMZN sideways

WilliamTeacher

META is a solid company in terms of revenue, P/E Ratio, etc but is completely failing in terms of narrative. Their efforts at developing their own AI products suck and their own LLM etc compared to Anthropic is completely losing the race at AI profitability. This can turn around quickly if they make better strategic decisions though the Zuck at this point is notorious for terrible strategic decision making, e.g. the Metaverse. MSFT is in a similar boat, completely failing the AI narrative but a solid business. Even if competitor SaaS companies can now produce office-suite clones far cheaper than before, the cost of switching is massive and risky compared to just sticking with Microsoft Office. I wouldn’t sacrifice my business’ operational flow to save a few percent off my SaaS bill. MSFT over-invested in OpenAI but seem to be getting the message with their new NVIDIA/TSMC venture. They’ll be backing the right horses soon and it will pay off, just not as instantly as with other stocks. AMZN has a very bright future in space with their Kuiper project and Anthropic investments. The space market will print money eventually but with recent setbacks, not soon. However they own 20% of Anthropic whose product is currently replacing software engineers on $200k+ and they also own huge amounts of the compute that Anthropic will need to pay them for exponentially over the years. The Anthropic investment will pay off massively over the years. They have a total money-printing machine with their core operations and the future is very bright, again it just won’t be instant with the current narrative and space setbacks. Honestly I think AMZN is the best of the 3. META has room to fall before things get better and MSFT will show sure but modest gains on the short run. AMZN has the strongest room to grow, it just won’t be quick.

WatchYourAss

AMZN without a doubt. They will be the biggest winner of the 3 in the coming years. AWS is going to be even more behemoth. They are already banking it by providing computer for AI. MSFT will be ok for the short term but I think long term they are toast. META prints money and has mastered the digital marketing game but I think the AI will change that landscape quite a bit in the future. I don’t think the market fully understands the AMZN opportunity and hidden value when the AI buildout gets factored in simply based upon how it has been trading

Excellent-Season-370

I've them all. 60% MSFT, 30% META, 10% AMAZON.

4dham

MSFT.

peopeopeopeo10

GOOG is the best company on the planet META great potential to go back up I don't see big catalysts for MSFT and AMZN to grow any longer

femalediesinendgame

I bought both MSFT and META during their last dips, easiest buy of my life. As for current valuations, I think META is the cheapest in terms of EV/EVITDA and PEG, multiples still a little compressed. Idk about AMZN. GOOG is also one I’m waiting for to correct a little to get in. Should’ve bought when it was at 275 a while back as I was buying MSFT and META too.

stuntondeezh0es

The bubble being that AI does not increase productivity, despite being a trillion dollar market? And Claude, also an AI, being overvalued esp with MSFT pulling out, also being a bubble? The argument is that both AI and especially Anthropic is a bubble

stuntondeezh0es

Not quite sure which part is misleading. The fact that thousands of CEOs said AI isn’t really productive and doesn’t actually replace the human workforce or that MSFT dropped Claude, and therefore the valuation is bloated and there’s a bubble

stuntondeezh0es

True that there may be less leverage today than back in ‘08 but your previous argument was that these people had access to information not privy to you or I. So my argument was that entire banks failed and got bailed out by the government, despite all the information they had access to. And also, the reason why they don’t care if it collapses, by the way, is probably because they know they’ll get bailed out. Thinking you and I would be so lucky is some serious hopium. I can give you several reasons. MSFT investing in OpenAI showed OpenAI were losing $4b a month. But somehow they’re worth hundreds of billions? Also on Thursday, MSFT also pulled out of Claude: https://aiweekly.co/alerts/microsoft-drops-claude-code-as-enterprise-ai-roi-fails So, “these people” who know more than us and have access to more information than us. Why did they make this move? Nice AI response btw

Aromatic-Ad-6244

MSFT ath wen?

jeevn

I'd also suggest you to look at what adbe chart is NOT doing compared to NOW or MSFT or TEAM.. I'm bullish on saas and software and heavily into calls.. but unlike NOW, MSFT or the IGV etf, Adobe hadn't shown any signs of clear reversals yet.. It is fine since you have LEAPS, but the 6/26 calls are a little autistic.. I'm waiting for Adbe to show some real upward momentum before piling in. It will be a great opportunity and obvious in hindsight for the ones calling you retarded..

No-Alarm3762

MSFT x NVDA partnership actually is a bigger deal than we initially thought, we’re seeing 500 Monday/Tuesday

Mefreh

Buy the fear  Everyone was shitting on MSFT so I full ported my slush fund into MSFT

Avenge_Willem_Dafoe

excel has propped up MSFT for years

Neemzeh

Rotation out of hardware to software at month end to rebalance. Googl and NVDA both drilled and MSFT mooned. June is software month. Not saying the semi trade is dead by any means but some consolidation is due

Weekly_One8412

MSFT is a good call for many reasons, but a big one being AI integration with an OS.

Bert_McQueen

I started investing by putting money each week into a mutual fund through my bank, I did this for 10 years until I had about $100,000. I don’t even know what it was, it was safe but it didn’t grow very much. After reading a bunch of books and going to a seminar I decided to open a self directed account and started putting a few hundred dollars per week into it. After about 4 years I had invested around $30,000 which grew to $55,000. I started with BRK-B and MSFT and I had some SPY and AAPL. In January of 2025 I received a small inheritance and then I decided to consolidate everything in my self directed account and manage it myself. So in January of 2025 I started with $225,000 which took me about 15 years to save up. Today my portfolio is worth $455,000 meaning that it has doubled in a year and 5 months. In the first year it returned 43% which surprised me, I was hoping for maybe 20%. So far this year it’s up 41%, I am surprised and delighted. Now that I have it where I like it in terms of position size and stocks, I just just keep putting about $500 a month in and I buy whatever is down and cheap out of my chosen stocks. My plan is to hold long term and just keep chipping away. I might start building positions in VRT and ARM over the next year, I also want to add more CAT I wish I had bought more. [Here](https://imgur.com/Wx6JQdp) is what my portfolio looks like today, here is more detail about [ASTS](https://imgur.com/y4Q1xeS) and here is more about [SMH](https://imgur.com/SwtwRMh). I heard about SMH in a youtube video, I learned about ASTS in a reddit post. I learned everything I know from watching youtube videos.

iloveaccounting64

ADBE will be fine but you are FUCKING RETARDED for buying LEAPS on it. It won’t experience a significant tailwind from AI and you didn’t see the same kind of movement MSFT NOW got. So you take the same risk with less rewards.

BurnoutSociety

I sold 200shares of MSFT at $60 and few others when I bought my property 10 yrs ago.. you get over it

Wide-Contribution-29

Is MSFT the best mega cap opportunity now? Solid fundamentals. I’ve been riding IGV calls up because I couldn’t decide which software stock to go with but it was obvious the sector was oversold.  Now I’m thinking the obvious NOW, MSFT…what else? I may do MSFU in this case to get some oomph. 

ai-moderator

#TLDR --- Ticker: MSFT Direction: Up Prognosis: Buy Aug 21 2026 $460 Calls Target Price: $565 by end of June 2026 Catalyst: The market is finally rotating from "buying AI hardware" to "billing for AI software" (plus upcoming NVIDIA/Computex hype). Financial Advice Level: "Not financial advices bitches."

Nerfarean

MSFT +20%. Just because I sold

axewoodsman

Why? What's the reason for MSFT to go up?

Possible-Material693

Can’t wait to make so much money in MSFT next week

drakilian

100k-> 150k I should have had more tbh but I was a greedy bitch and thought MSFT would take longer to start recovering

Ohlele

I am suspecting that MSFT will be red on Monday. 

Moepenmoes

Had a pre-skinned cucumber which was 10 days past expiry date and I didn't trust it anymore since it turned dark and wet so I baked it just in case before eating it. What I've learned: 1. Baked cucumber is disgusting 2. I already feel like I've given myself food poisoning and that the baking wasn't enough 3. At least holding my MSFT bags bought at 360 is preventing my weekend from getting ruined by this Thank you for your attention to this matter.

Hungry-Kick1389

Serious response: it doesn’t really matter whether you buy the Rolex submariner or not. But make sure your other life items are taken care of. What does your income and investments look like. Are you diversified now in your portfolio, or are you just going to gamble that few hundred K back into options and stock trading. If you want a little bit of both, buy 100 shares of something like MSFT or GOOGL (or both) and sell covered calls on strong performance days

M43210

I wondered the same thing and just came to the conclusion that my stock portfolio is really for retirement. I live within the means of my earnings and only invest money above that. So until I retire, I wouldn’t cash out, I would just buy less stock if I had other purchase plans (vacations, cars, etc). My retirement age will be dictated by the level of standard of living I choose and how big my portfolio gets. Retire now and safely make $100 k/year or keep working 10 more years to safely make $250k/y in retirement sort of thing. Until then, no cashing stocks for non investments. If I see a really good investment opportunity, I will sell stock to buy that. Or if I think certain fluctuations have obvious reasons and can take some advantage I’ll act on that. Like during COVID, with the demand drop and OPEC battles oil prices bottomed out. It was worth buying a lot of oil stock. Oil rebounded well but with the Iran war hit crazy highs while MSFT plunged. So it made sense to take sell oil and buy MSFT assuming oil would drop substantially within a couple of years at most and MSFT would gain. I’ll buy back into oil when/if it drops more and hold long term. I would also sell a position completely if it seemed the company really went off in the wrong direction. I also don’t think too much diversification is good early on. Diversification limits gains and losses. I want higher risk/reward until I depend on the stocks for income. So I keep most money in a few of the big global stocks while they’re still on the forefront of their category, I watch them closely and make changes if I think obvious temporary things are making big price impacts, I hope I get lucky and reach a bigger than expected portfolio sooner so I can retire really comfortably sooner, and until then I grind away.

NotGucci

>Scoop: First Windows PCs powered by Nvidia chips to debut next week https://www.axios.com/2026/05/30/nvidia-microsoft-pcs-ai-surface-dell Bullish for NVDA IMO. We got INTL, AMD, QCOM, and now NVDA. But also bullish for MSFT.

Coloradospruce33

Loaded up with MSFT calls. Exp. dates and strikes randomly chosen by my dog. Bring it on.

Ujmnhy152

MSFT is either going back down to $410 or to $500 next week

LuolaLogarius

I’m just tired of everyone doing well on these flier stocks while I’m mid. Literally picked up MSFT at 397 on dip then sold around 415 because I was happy and don’t like MSFT. I had a plan and didn’t follow my own plan to sell at current level or higher. I’ve been hating myself so much. Was eyeing MU and CCJ back when both were so cheap and just never pulled the trigger. Can’t stand the guy in the mirror right now.

kalaid0s

This makes me want to buy even more $MSFT

Glum_Blueberry_2385

I personally would trim down your losers, stuff over like -10% unless you firmly believe it will go up. And i also like to trim down my not so big winners like META and MSFT since i think i could get a stronger position.

Legendary-Lemon

\~MAG7 ex MSFT

Pure_Veterinarian374

Sold my MSFT leaps for a good chunk of change. Thinking about recentering

NotMe357

"Investing.com-- Nvidia (NASDAQ:NVDA) is expected to unveil its first Windows personal computers powered by its own processors next week, in a major push by the AI chip leader into the PC market and giving Microsoft (NASDAQ:MSFT) a fresh opportunity to revive its AI-focused computer strategy, Axios reported on Friday. According to the report, Nvidia and Microsoft will showcase the new systems at the Computex trade show in Taiwan and Microsoft’s Build developer conference in San Francisco."

Legendary-Lemon

MSFT

tabrizzi

So calls on $MSFT and $NVDA!

throwingitanyway

thank you for staying out of MSFT

Legendary-Lemon

MSFT $600 wen

Prometheus651

Microsoft is the better play, in my opinion. Stronger moat and will ride the wave back to the top when the fears dissipate around AI replacing SaaS. I think that AI will integrate well with existing SaaS platforms and MSFT will stand to gain a lot from that integration.

Lost_Ad_3081

Nope, I'm not. But my portfolio has been cranking and I'm very happy with the gains. Portfolio is 70% SPY, then the remainder is mostly MSFT, NVDA, GOOGL. I have a couple of degenerate options plays at any given time but never had any take off.

Meowschwitz_Ocelot

Idk. In the last 18 months there’s a small, but interesting shift occurring…people are going to AI directly to perform searches, bypassing traditional keyword search. Assuming this trend accelerates, Google will see a portion of its users splinter out to different AI engines, including CoPilot, a MSFT product being rolled out in enterprises everywhere bc of its access to SharePoint, Word, XLS, etc. Users are being trained on it, and they will then use it at home, too. 

teddpole

At the start of year I tried to diversify myself away from US market. I put money in 1211 (BYD), ASML and some in SNDK. I told myself I am not gonna touch it until 31 march. At quarter end (the ceasefire was on horizon), SNDK had a good run, ASML was mehhh and 1211 was horrendous. I kept thinking through April what to do (meanwhile SAAS was getting murdered). By April end it was okay to assume that war will not rage like last time so I chose high beta stocks namely RKLB and RDDT (1/3rd each). I will hold RKLB until SPACEX IPO. RDDT still has lot of room till analyst’s estimate so hold that too. Their financials are too good to be this low. My last 1/3rd is MSFT. I think SAAS fear was overblown. I myself use codex and claude code and believe it’s a long way before they replace office suite. So yeah there it is https://preview.redd.it/ef2wnev7794h1.jpeg?width=1179&format=pjpg&auto=webp&s=661e0edf2acf0d5c3f10b27c02336d9a97267ad4

StillHotPants9

Yes! Finally, after that drop in late Jan/ early Feb, MSFT finally gaining something back. When it hit 550 late fall last year, I should have sold some.

BusterSocrates

i agree mfkers shit on MSFT but they’re brewing up a storm

Possible-Material693

Tempted to buy more MSFT

InitialPsychology731

MSFT 450 wasn't a joke lmao

turbo_dude

This. MSFT are now in IBM phase

BanzYT

I'm up 4,909 dollars today. Mostly from MSFT and FTEC, little bit from VOO.

TapFinancial1482

Down 110k$ on the day 💀 MSFT puts not good

HMonster224

Also people who "yolo" into one or two stocks, or who refuse to take profits are going to get screwed eventually. I got lucky with Micron - I knew about it from working in tech, bought it last year because I was creating a thematic grouping of semiconductor stocks in my portfolio. I initially figured it would be a short 6 month hold due to the cyclicality. I've made a great % return, but I built my position over time as the thesis evolved and my conviction grew. But I have rules about the max % of my portfolio I will invest in any one stock, and the max $ amounts I will put into new positions. I am not a millionaire (working on it), but I am grateful for my good luck on MU timing and am now taking my profits and rolling those dollars into GOOGL, MSFT, AMZN, LLY, etc... things that won't see parabolic growth but will hopefully still give good returns over the next few years.

FeverTreeCloud

Worst kept secret. MSFT and few others have been hinting it for months

Son_of_Sephiroth

MSFT has been dead money all year while *literally* everything else in their sector mooned. I’m still a holder but every time I need dry powder I feel like dumping it.

Perfect-Payment8220

Sorry, you can't be a big loser with MSFT, not in the long term. Won't happen. Well, unless you short it.

DatsMaPurse_IDKU

MSFT $500 by end of next week

powerboner

I keep thinking about this recently and it’s important to keep ourselves in check. I’ve made then lost 100k in the last 2 months and the FOMO is eating at me bad about why didn’t I just go long on something and be a millionaire like these other people. Everything that’s blowing up right now, i gambled too early, SOXL, MU, SNDK, DELL, ORCL, and MSFT. It’s a crazy bull market for 8 weeks straight now really but trying to recreate other people’s wins is how I ended up losing big too. Just gotta be patient I guess

EagleNoahg

Yeah MSFT boutta be a 7 bagger for me in a couple weeks.

DividendPower

If you look at the history of these stocks you can see that they have periods where the go up significantly but then come down. It looks MSFT roughly 16+ years to reach its dot-com peak after the bust. Memory chips and data servers are cyclical, they are just in a super cycle now because of AI demand.

SetRestart

MSFT moves backwards to the broader tech market, it's a strange stock

gstxprz

I buy 2-3 shares every week of: QQQ, MSFT, NVDA, AAPL. Been doing this for the last 6 years. So far so good.

Ohlele

Wait until people realize that it went up due to the forced cloud PC, which will only accelerate EU's effort and consumers to move away from MSFT. This forced adoption will create MSFT's  emerging rivals. 

Flash1987

Do you honestly believe in any of those companies? MSFT and META are huge but to a consumer they are definitely not setting the world on fire. Spotify and Netflix... basically slowly increasing their subs until they push everyone away. As for your fun stocks you and I have very different ideas of fun...

Legitimate_Cable_811

MSFT carried my port today.

Electrical_Maize3587

MSFT finally used goo gone after stepping in some sht and getting stuck when this tech rally started

bandofshepherds

This MSFT pop is just the beginning. 500 by Labor Day

Electrical_Maize3587

I just want to let everyone know, I sold all positions I had on MSFT three days ago after holding them for months. This is why it moved. Thank you.

Snowman33001

There’s a MSFT x2 etf? Damn, of course there is. Hell yeah!

slyrz

Jensen will be talking at COMPUTEX Sunday eastern time, and MSFT tweeted a new era of computation after market close today. It’s going to rip on Monday at open.

Lihuman

Imagine thinking MSFT wouldn’t just crash on Monday

Ozqi

You guys ready for a MSFT +20% day on Monday?

absolute_cinema81

>  MSFT un-retired Three Mile Island AMZN bought a datacenter bolted to Talen's nuclear plant GOOG signed with Kairos for small modular reactors This shouldn’t be presented as if the Iran situation led to all these events. All three of those deals are from 2024.

throwingitanyway

ain't much better than watching your MSFT calls shoot the moon while you're golfing

Zuko2001

I'm truly retarded. I need NOW at $140, HPE at $47, HOOD at $100 and MSFT at $460 by next week or I'm screwed. LMAO what is wrong with me

becuziwasinverted

$MSFT

spluff94

just noticed MSFT is up 5% wtf happened?

pacificperspectives

I mean a lot of the thesis was originally predicated on AGI becoming self-learning and creating exponential growth. Now, the thesis is "company x will pay $50 a head per month" for what is effectively just another type of software. I'm very aware that AI is not limited to chatbots, but the underlying arguments for why this growth isn't cyclical are both being dropped as it becomes more absurd, or will take longer to play out than anyone can know. $200B capex by GOOGLE and MSFT this year alone? Unless they are planning to spend more next year, how is that not cyclical?

Saffuran

Depends on your patience and timeframes. The stocks that "keep succeeding" tend to not do so for forever. Companies like GOOGL, MSFT, and AMZN are built different but a lot of other ones don't have the same staying power.

Timely_Character9749

Rip… well I added MSFT 460 calls exp 6/5 and Hood 100 calls exp 6/5 those should print

ImpressiveAmount4684

Are you kidding? Wsb degeneracy is the source of buying opportunities lol. For weeks everyone clowning on MSFT was thé most bullish signal. All these dumbasses will hold the bag at the top one day.

horrible_noob

I was actually looking at Uranium last night but decided against it. Anyway, I had Claude review your DD: I have enough. Here's my read. The macro skeleton is real, but the DD is doing the classic WSB thing: stapling true facts to a conclusion they don't actually support, and slipping in at least one number that's wrong. **What checks out:** * The Iran war and Hormuz disruption are real. As of late May, commercial transit through the strait had collapsed roughly 94% versus the pre-conflict baseline, though it's a "permission-based" / restructured regime rather than a clean closure, and there's a fragile post-April ceasefire. [Windward](https://windward.ai/blog/three-months-into-operation-epic-fury/) * The SPR numbers are basically accurate. A record 9.9 million barrels were shipped out of the SPR in one week, pushing the total to about 374 million barrels, its lowest since July 2024. The "10M/week" and "374M, two-year low" claims are legit. The "3-5 months to legal minimum" extrapolation is naive (drawdown rates aren't constant), but directionally the buffer is thin. [Pipeline and Gas Journal](https://pgjonline.com/news/2026/may/massive-spr-oil-release-drains-us-emergency-crude-stockpile-to-two-year-low) * The hyperscaler nuclear deals (MSFT/TMI, AMZN/Talen, GOOG/Kairos) are real and predate the war. * Structural supply story is real: Kazatomprom guidance issues, Russian enrichment dominance + import ban, decade-plus mine lead times. **What's wrong or oversold:** * **The central premise is the weakest link.** "Hormuz closed → uranium pumps" doesn't survive contact with the actual price action. Spot U3O8 started 2026 just over $80, hit $101.41 on January 29, then sold off to $85.50 by February 5 — and the war in Feb/March pushed it *down*, not up, as investors fled to safe-haven assets, ending Q1 around $83.90. So the exact catalyst the DD is built on (Iran war) historically coincided with uranium *falling*. That's the opposite of the thesis. [Investing News Network](https://investingnews.com/uranium-forecast/) * **"Run from $20 to $100" is misleading framing.** The $20 bottom was \~2016. Spot was range-bound between roughly $63 and $83 for most of 2025 and was "dead flat" on the year. Spot is currently mid-$80s, not consolidating fresh off a $100 breakout. [nasdaq](https://www.nasdaq.com/articles/uranium-price-update-q1-2025-review) * Oil and uranium don't substitute. Oil is \~zero US power generation; it's transport. A Hormuz oil shock doesn't directly bid uranium — the DD hand-waves "when gas-fired generation gets squeezed," but a closed strait doesn't squeeze US natural gas (the US is a net gas exporter). The energy-security narrative for nuclear is real but it's slow-moving utility/policy demand, not a war-driven spot spike. **The actual bull case** (which the DD buries) is the better one: long-term contract prices have been grinding up — from about $80 to $86 — and sit $8-10 above spot, with utilities under-contracted. That's a structural, multi-year re-rating story. It's just not the "Hormuz closed, yellowcake szn, buy calls" trade the post is selling. [nasdaq](https://www.nasdaq.com/articles/uranium-price-update-q1-2025-review) Net: the facts are mostly real, the narrative is a non-sequitur. It reads like someone who is correctly long-term bullish on uranium reverse-engineered an urgent catalyst out of an unrelated oil crisis to justify near-term options. Treat the structural thesis seriously; treat the "nobody is pricing this in" urgency and the implied spot-price spike skeptically. Not financial advice, and I'm not your financial advisor — but if you want, I can pull the current CCJ/DNN/UUUU valuations and contract-book details to pressure-test the equity-specific claims.

Asleep-Strike4978

My MSFT holdings are good today but GOOG is in the red. Net zero