Reddit Posts
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
Everyone thinks $GOOGL is over valued. Does it mean it’s still under valued?
OpenAI IPO at ~$1T: Microsoft turned $13B into $228B. Now the real question is whether they hold, trim, or quietly watch their moat erode.
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Cerebras's $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.
My regardedness has earned me my first WSB post
🚀 MSFT Is Not Just Winning AI — It Is Unlocking a Robust, Multifaceted, Paradigm-Shifting Tapestry of Generational Alpha 🚀
MSFT: Is Microsoft’s AI dominance already inevitable? Looking for the bear case against this data.
Mentions
I dont even need to check my stocks to see if they are red, if MSFT is green then I know they are all fucked
MSFT is green on a red day again. It's truly the new store of value lol.
Should have said GAFAM, but even Meta is slightly red now. Still, MSFT, GOOGL, AAPL and MSFT being green is quite the signal.
I mean for the short term; obviously MSFT isn't going to zero out
Buy some MSFT and NVDA
*goes to check and finds MSFT green
This is an extremely important level. Next is 445. But 430 legitimately HAS to hold for any MSFT bull to maintain.
you would think MSFT is always doing the opposite of everyone else but today is just an outlier, it ususally dumps when everything pumps and dumps when everything dumps
I don't trust MSFT anymore, good news and shit keeps dumping like no other stock
Rotation outta semis and into amzn, appl, MSFT until SpaceX ipo...
I took some.profits and put it in NFLX META AMZN and MSFT and they have been dogs too
MSFT better reverse the market again right about now
Ok today: need MRVL to pop 20%, MSFT 7%, SMCI 10%, WTI 5% 📬
METAs PE is lower and its growth potential higher (1/2 the market cap of MSFT) so it’s more undervalued, at least in the short term
For every post like this I double down on an APPL, AMZN, AVGO, GOOG, MSFT, NVDA, ORCL..hell I’ll buy NOK.
Looking over the entire portfolio for the first time in probably a month or two, as I've been quite busy. Sharing here in case anyone has particularly strong feelings on any holdings of mine lol. (And I find writing it out helps me gain some perspective and work through my thoughts.) * AMD: absolute tear this year. +149% YTD. +349% 1Y. Fantastic. * ATRL: hit $100 since then has kinda dropped and plateaued. -9% YTD, -12% 1Y. * BN: -3% YTD, +15.4% 1Y. Long-term hold anyway. * GOOGL: +15% YTD, +114% 1Y. And to think people were dogging on it. (-7% this week.) * MSFT: -12% YTD, -8% 1Y. That sucks. I think this is MSFT's "Google moment." It'll turn. * NGEN: -66% YTD. -20% 1Y. I made a previous comment about this one on this thread. * NVDA: +15% YTD, +52% 1Y. Honestly Nvidia is just unstoppable. Seriously what the fuck. * RDDT: -27% YTD, +41% 1Y. I... Genuinely don't know what to think about Reddit at this point. * He says, on Reddit. * RKLB: +65% YTD, +330% 1Y. Darling oh darling. If only I had bought more than 75 shares. * RKLB has become my second or third best buy of all time. Writing it out like this makes me feel better. The portfolio is down for the year but that's because the NGEN took such a massive hit. MSFT is fairly minor, as is BN and RDDT at this point. RKLB continues to grow, NVDA/GOOGL/AMD dominate the portfolio at this point. Maybe I should just sell all the underperformers and toss them into the index for the time being.
MSFT catching strays
OP just sold these calls at a loss so MSFT will go up now
Not a financial expert in anyway. But, it depends on your preferred markets? I’m diversified but not wildly: - Tech: MSFT, AAPL, AMZ, AMD, MU and RDDT as a more wild yet optimistic pick. - Healthcare: MDLN - Necessity: VTI/VOO (DCA whenever you can)
honestly after getting burned by RDDT and MSFT in Q1 this isn't that bad.
So true. I just heard the CNBC analysts talking like the high is had and nothing but huge stock losses ahead today. And yesterday they were discussing how this upward momentum could go on for a long time. Everyone needs to stop overreacting to a one day move and stop with the emotion. It’s a bit of a tightening and consolidation and positioning. It will happen many times the rest of this year and into the next. Spending is still going up on AI buildout…more earnings beat in a lot of company’s earnings ahead…at least thru 2027 if GOOG, AMZN, MSFT, META, and maybe if AAPL starts too, are to be believed. I did sell a little going up, and now have some cash to buy something that may go a bit down. Keep your ears out for another sector/market that is going to have some shortages, buy into that, sell when it rockets or hold because those sectors and markets are going to reap further rewards. I have been trying to find what may be next. Been increasing MSFT, META, AMZN, and opened a 140 share position in CRWV for data center use. Had 65 shares of GLW for about $9 cuz I had that since 2009 or so. Sold 5 shares of that almost at $200. One new thing I found, because of GLW gains and talks of fiber optics, was the EUV etf. Bought about 100 shares and will be adding more if I see dips. Err…shit….I mean stonks go up!
The Asians are buying the dip but not on MSFT 🤣🤣🤣
This has nothing to do with $TTWO or $MSFT why are we posting about Middle East here I’m tired of them.
> I can't think of any tech company that could single-handedly cause the collapse of society like MSFT We had good proof of that with the [CrowdStrike incident a couple of years back](https://en.wikipedia.org/wiki/2024_CrowdStrike-related_IT_outages).
Yes. You dont see BYND bouncing back up now do you ? I mean fundamentals are what brings things back up as welll as make new highs. I was early on MU and sndk. You wouldnt know the feeling. If fundamentals didnt matter MSFT and META would be above their 200 day MA.
What leaps did you buy? I’ve got MSFT, NFLX, HOOD, IREN and NOW. All 2028
Back on the usual menu: when QQQ red, MSFT green
What is this MSFT ah movement
There are definitely lots of BS AI software companies, but the big money isn’t in those companies. NVDA, MSFT, MU, Anthropic, OpenAI, AMZN, etc. are the big AI players, and I don’t see their prices popping.
whatever , MSFT still the worst stock
There is near universal hate on MSFT since Gates first became a billionaire but the thesis is very similar: massively invested in high growth AI businesses, huge moats around key products, shitloads of cash flow, in-house patents up the wazoo for custom computer hardware. I can't think of any tech company that could single-handedly cause the collapse of society like MSFT, everything from stoplights to ATM machines runs on their client systems and they have more data on how humans interact with computer systems than anyone.
Should have sold MSFT Monday when it pop lol
This post injured MSFT, more dip coming
Worked at the place for almost 2 years. ESOP went up almost 60% in total. Sold earlier this year to put into NVDA and MSFT. Up even more now
This will boost sndk another $200 somehow. MSFT will drop another $20 as well.
MSFT. 10 Tn USD company.
MSFT would like a word. Pay for Copilot or OpenAi.
MSFT and Now f’ed big time, bought calls at the perfect top 🤣
Volatility gonna mess it up, even MSFT recovers
Being forced to use a product you hate is bullish. Source: I’ve hated MSFT forever.
Everyday you don’t own MSFT is a good day 🙏
Just park in back in old faithful guys. MSFT AAPL AMZN GOOG TSLA and dare I say, NVDA
I did that comparison because your comment used the entire NASDAQ for your reference points. That is a fair point that comparing one of the biggest most established companies to an index which includes many smaller up and comers is not a perfect comparison. However, looking at TXN, MSFT, DELL, and ORCL individually from 2000 - The first 3 had ~80 trailing PE, and ORCL had nearly 150. GOOGL's ~30 is certainly factoring in growth, but still not to the extremes of the dot-com bubble. I'd fully expect GOOGL to crash during a market/AI crash. Like you said a lot of their revenue comes from tech companies and that will hurt them if a lot of tech companies reduce spending or go out of business, but I still think they are in a much stronger position currently and would rebound much faster than 2000 tech companies. Certainly now that QE is ingrained in the world economy.
MSFT is the only one here that I would buy. - ServiceNow and Salesforce are lousy products with no moat. And it's easier than ever to vibe code an alternative to meet your org's needs. Salesforce in particular has been going downhill. - Microsoft has far more of a moat against vibe coding because of their highly complex enterprise use cases and Azure. I don't know enough about Hubspot to have an informed opinion.
LOL MSFT all the homies hate microsoft
I think out of pity - MSFT, HOOD, SOFI, and PLTR should all be delisted.
Getting out of SPCE, ASTS, RKLB, AVGO, MSFT, and holding MRVL this week is like dancing through a minefield and finding a diamond on your way out. Time to pack it up for the year, I’m not ever getting a better week
We are in the midst of the AI bubble and MSFT is barely 27% higher then its own 2021 bubble price...... I don't know how more obvious the MSFT sell signal could have been at 460 share....
Didn't buy enough XRX. MSFT not happy.
If you survived not FOMOing into SPY/MSFT/NVDA/ASTS/INTC/AVGO calls overnight......Congrats! You're getting good at this! 🥳🎊🎉🍻
Microsoft is in a way better position right now than Google. Better valuation, better future. MSFT is at 25x P/E right now at $427. GOOG is at 39 P/E if you exclude Non-recurring items(Anthropic/SpaceX mark to market accounting gains).
I saw almost identical posts about MSFT when it was in the $350s and people were discussing purchasing when it dropped to $275 and then it never did.
I think NVDA and MSFT are in cahoots to fuk the bols
As someone who has to buy gas and groceries, my number one issue is if ballroom finishes with extra gold decorations. Anyway, MSFT plz help me survive
OpenAi. My Agapé. Print you bastards. I need to sleep. MSFT print. JPM call London. Everyone learn Korean. Learn to cook. Hang out with FRIENDS. Talk to your family. And be happy. Life isn't that hard. Just print it out. The rest will follow.
Apple: -1.35% Google: -.75% Meta +4.15% MSFT - 3.05% TSLA: FLAT NVDA: -3.15% AMAZON: -2.8% QQQ: FLAT Fucking retarded. If every single one of those numbers were flopped QQQ would be +3% today.
yall think my MSFT 490 11/17 calls are gonna print
Holy fucking shit, im also 20M and the first thing i did with my 10k gift from my grandparents was put 3k into VOO 3k into QQQ and then rest into IBM and MSFT. Haven't even applied for options
Used to be MSFT, now it goes down always
At this point we're moving into the worst season of a volatile election year. If you have no cash, then maybe just raise some cash and wait for volatility thru Sept/Oct. Otherwise, the lagging software/SAAS like MSFT or IGV might have another leg up, or might not. They are hanging in midair right now.
MSFT is also one of my core positions since at least a decade; my average cost is $72 a share; and I'm adding some shares whenever I consider. Currently about 10% of everything I have,. Thinking of adding some more for similar reasons you mention.. they'll be able to capitalize on Aí with Copilot and awhatever Ai leads...
NVDA and MSFT introduce AI PCs/Phones Apple 17 Pro Max Trade-In Value: Negative Equity
Lol the ghey mods 100% are bagholding MSFT at $500+ avg price because it has not left the pinned board for almost a year. Retarded ghey mods.
Just need NVDA, MSFT, and ASTS to open red tomorrow and I'm set for summer vacation
MSFT I think we have pretty good support at 426. Right? 😀
Bought MSFT. Feel like I should buy more.
MSFT wants to jump off the cliff so fucking badly
Tell me about how it's related to MSFT
MSFT Copilot Gamepad. 3RD ZUNE PRINT MSFT PRINT. WE DID IT!
AMZN can you fucking do what MSFT is doing. Jesus Christ even fucking MSFT is doing better than you today???
MSFT needs to impeach bill gates and satya
25% of my cash is in MSFT for months already and I don't care if it goes up or down. It's going to rally back up at some point in the near future, and if it goes down I buy even more without worries. I know this stock better than I know my own family.
I went for it MSFT, pray for me
AMZN not doing shit while SPY and MSFT begin to V is very very very cool
MSFT looking tasty right??
People are saying MSFT is dead but they don’t realize that in 2035 Windows 22 will be chosen as the default operating system to run your mandatory government-issued neuralink brain chip
I would be so mad if i was holding $MSFT right now
I’m asking you what companies you think will pay that premium? All the big techs are making their own. Which will clearly be just as good in like 6-12 months. MSFT just cuz Anthropic to have devs use their own competing one. So if the market is limited to the Coca Colas, and they already take the cheaper option for devs (FAANG pays like 2-3x normal f500 wages), I’m really not understanding why we think they’ll pay top dollar for agentic coding, vs the cheaper option - once they’re good enough
ACC PRINT. And no. Print. Respect shift change. Atrium MSFT Charlotte print please.
MSFT about to V, get your 0DTEs before the rip.
Close out MSFT calls for a 30% loss and throw it into nvda?
I like the China exposure, but 20% is quite heavy. I think Tencent, Tencent Music, and JD look more attractive than BABA in terms of value. With BRK you're getting some exposure to APPL already if you haven't considered that. I would ditch SNAP. Instead of betting on GOOG, MSFT, APPL and META... I'd concentrate it 1-2 of them you have the highest conviction for.
MRVL is going to have an sudden case of MSFT and MSTR syndrome because of everyone cashing out