Reddit Posts
All BS aside, how’s calls on MSFT looking this week?
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Need to practice option trading with paper money
Who’s ready to burn their life savings this week
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Who’s buying MSFT & AMD calls for earnings?
I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP
MSFT has now overtaken AAPL in market cap.
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Is it normal for the index funds to be weighted this heavily by mega caps?
What are your top picks for the top performance stocks for this year?
Epic V Continues to Show How Little Risk Exists
Has anyone seriously looked at Global Foundries [$GFS]
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting
Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.
The true interpretation of Friday's Jobs Report
A true interpretation of Friday's Jobs Report
Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip
LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!
And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?
If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?
Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?
Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?
Keep an eye on $MSFT (potential put money making opportunity)
If you had $40k to invest right now, what would you do with it?
The NYTs is suing Microsoft and I think there is a profitability play on their stocks
New York Times sues Microsoft and OpenAI for copyright infringement
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
Question regarding this type of Play Option?
The biggest lesson that I've learned in my 10 year investing career.
MSFTs Open Ai will raise funds with valuation of $100B
Mentions
PG is trading closer to it's historical averages, so better downside protection vs MSFT. Neither is very attractive at these prices however.
Dot com was about loose listing standards (which have since been outlawed) for tiny companies with bad fundamentals. Lots of public firms went bust completely like a domino. It was bad. GFC was about housing speculation + insane leverage levels (that have since been outlawed), along with opaque securitization that was basically fraud (also outlawed). Totally a one off and not really a risk of repeating. AI is different since the firms that are most exposed are also already hugely profitable and financially sound. Yes there is speculation and likely overvaluation. But GOOG, NVDA, MSFT are not going to buckle and go bankrupt even if AI implodes, and there is zero indication of fraud (though they do invest in one another, but that is transparent and basic risk hedging behavior). If there is a downturn, it will just be a standard correction, not a global catastrophe.
Thank you market gods for giga pumping MSFT and AAPL yesterday to save my contracts
Solid list already. I’d personally stick heavy on GOOG and AMZN, maybe add MSFT or NVDA for quality growth, and keep the ETF as your anchor so you don’t overtrade again.
I’m up 13%. Most of that was from substantial gains in GOOG, as well as moderate gains from SPY, NOBL, BRKB, KO, V, APPL and MSFT. This is not as good as the 20% return I had last year, but I’m quite happy with it. I did receive some gains from Day Trading although the gains from this trading activity is minimal because I don’t risk much in the day trading arena I just do that for fun
HXGBY, releasing a robot 2026 and partnered with NVDA & MSFT. Getting overlooked completely imo. Apart from that RKLB, could easily x2 or x3
I think I'm up about 80%, not gonna open ibkr when I'm in the bus ATM. Have about 270k-ish usd last time I checked. Most of it is from MSFT and GOOG. Just long term buying and holding. I dappled in other risker investment before, penny stocks, meme stocks, lost money always. Finally decided to just listen to what everyone keep saying. Gave up on "trading my way into millionaire before 35", now I'm just buying blue chips.
AVGO, MSFT, AMD, META. Also slowly DCA into SPY
We've all been there. Panic selling feels like relief in the moment, then regret hits when you see the rebound. The good news: you didn't lose the money, you just moved to cash. The positions are still there to buy back. Yeah, you might pay a bit more, but that's tuition, not a disaster. For stable stocks that help you sleep: \- \*\*GOOGL / MSFT / AMZN\*\* - Big tech but less volatile than NVDA \- \*\*BRK.B\*\* - Buffett's portfolio, boring but steady \- \*\*COST / WMT\*\* - Consumer staples with pricing power \- \*\*Dividend aristocrats\*\* (JNJ, PG, KO) - Won't make you rich quick, but won't keep you up at night either The real fix is position sizing. If a normal pullback costs you sleep, you were probably too concentrated. Spread it out, size down, and the dips won't feel like emergencies.
The stocks I would recommend are: NVDA, AMZN, GOOGL, MSFT, AVGO, PWR, VST, 000660.KS, 005930.KS.
“other PC and smartphone companies (MSFT/AAPL and the like) have long term contracts to LOCK IN prices for their supply.” That’s the extent of your analysis, right? Dell’s not a smartphone company so I don’t know why you mention that. And what’s your source regarding other PC companies? How much inventory does HPE have? How long are their contracts? You think HPE is immune? Dell is ruthless when it comes to cost management. They will lay off thousands of employees if they have to. They do it all the time. They will cut bonuses. So yes, some costs go up, other costs go down. ISG revenue is growing hand over fist. Servers and racks up 37% last quarter compared to previous year. And their operating margins are so much better than CSG. ISG has slightly higher revenue, but more than double the operating margins. Meanwhile interest rates are getting cut, lowering hurdle rates for their customers. Data volume is increasing exponentially, there is a real need for the product. Problem with your thesis is you’re taking a bunch of surface level generalizations and pretending you know more than analysts who follow Dell religiously. CSG is already underperforming, this is already priced in. Dell underperformed SPY this year and their P/E is already so low.
Last minute META, AMAZON dump and GOOGL, AAPL, MSFT pump rebalancing 🤣🤣
Apple MSFT Google movement was demonic
What do you mean, exactly, about MSFT trading within a range?
Holy fuck my MSFT and AAPL calls were saved and I got the fuck out
AMZN drilling, GOOGL and MSFT god candles up. something mustve happened lol
MSFT god candle saving my calls
AAPL and MSFT going the wrong way today
Who the fuck actually invests in MSFT
Why does everything go up besides MSFT
MSFT poots bill gates will 100% be in the files
Cashed out some space gains to buy AAPL MSFT. I'll come back in the next extreme fear zone
TSLA goes up, MSFT goes down. They are playing us. And I cant quit!
\> big tech company Which one? MSFT or AAPL? TSLA or PLTR? Big difference in risk there. Even if you are sure you want to unwind, if you own one of the first two, you can test out these enhanced folks with 10% or something like that. If it is something like one of the latter two, more speed in unwinding probably makes more sense.
I completely agree with this. I bought MSFT early and held until 1999. I sold it and paid off my house. The price I sold at was within a 5% of the top it hit in 2000, then the stock languished years afterward until Balmer left. I was pissed they didn't fire the idiot. Having no house payment improved my ability to invest. While Walmart is a good stock I completely agree with the you never know. What will make this work is if you invest in yourself after paying off the loan with that freed up 1.1K/mo. ( Don't buy a frigging car with it. Hahaha. )
For the last frfr, buying MSFT calls in hopes there's a run leading into earnings next month
Getting calls on AAPL and MSFT was not it today
Somebody sold a colossal amount of MSFT at the open
Yo MSFT what the fuck?
MSFT quietly creeping up every day. Like me to the Jeni’s pancake and maple syrup ice cream
**Millions of professionals are already testing their skills with LinkedIn’s daily puzzle games** - an ad came to my email. Literally, MSFT has obsessed with selling whatever shit they can. Puts on MSFT.
MSFT stopped innovating years ago, unless you think bloatware and subscription services is "innovation".
I wrote this to reply to someone here so I figured might as well post it to everyone else: TLDR: crypto converted HDC providers actually make money 1, Core scientific, their ER presentation says profit margins will be 75%-80%, they have a 10B / 12yr contract, upon full delivery by end of 2026: projected eps based on assumptions provided in their own guidance is $1.4-$2/share, stock is $14 today. They also claim to complete an entirely new customer contract before next ER in mid/late February, further boosting upside. 2, APLD, similar situation but they need to find their own financing and debt, so probably lower profit margins. At 60% their current contracts suggest $1.6-$1.9/share, stock is $23 today CEO also claims to have 2 contracts in late stage discussions and aims to complete terms by end of year, assuming 200MW capacity each would mean EPS of $2.2 - 2.8/share by end of 2026 or mid 2027. 3, Iren has a 3GW capacity for sale and has only sold ~200MW capacity so far, my own projections at full utilization suggests tens of billions of ARR. they also have similar messaging about being in talks with clients with much bigger capacity demand than the MSFT contract they announced in early November At a 40X P/E multiple: CORZ has about a 400% upside for just completing delivery APLD about 300% upside for doing the same thing IREN I’m less certain about because neo clouds have more complex structures but probably higher profits if they execute well Also 40x PE is probably low because obviously HDC hosts would be signing new contracts over these two years so growth will likely be higher than just 300-400%
TLDR: crypto converted HDC providers actually make money 1, Core scientific, their ER says profit margins will be 75%-80%, they have a 10B / 12yr contract, upon full delivery by end of 2026: projected eps based on assumptions provided in their own guidance is $1.4-$2/share, **stock is $14 today**. They also claim to complete an entirely new customer contract before next ER in mid/late February, further boosting upside. 2, APLD, similar situation but they need to find their own financing and debt, so probably lower profit margins. At 60% their current contracts suggest $1.6-$1.9/share, **stock is $23 today** CEO also claims to have 2 contracts in late stage discussions and aims to complete terms by end of year, assuming 200MW capacity each would mean EPS of $2.2 - 2.8/share by end of 2026 or mid 2027. 3, Iren has a 3GW capacity for sale and has only sold ~200MW capacity so far, my own projections at full utilization suggests tens of billions of ARR. they also have similar messaging about being in talks with clients with much bigger capacity demand than the MSFT contract they announced in early November At a 40X P/E multiple: CORZ has about a 400% upside for just completing delivery APLD about 300% upside for doing the same thing IREN I’m less certain about because neo clouds have more complex structures but probably higher profits if they execute well Also 40x PE is probably low because obviously HDC hosts would be signing new contracts over these two years so growth will likely be higher than just 300-400%
I'm down 89% on MSFT calls that expire in January and I still think I have a chance. Haha
So calls on AAPL, PLTR, RTX, ORCL and MSFT?
AAPL had a higher 10 year return than META. And GOOG. And MSFT.
should have put it all on $SPY or $TSLA , $NVDA , $AMD , $GOOG , $MSFT. you'd be chilling now.
I made 30% today on MSFT call. Today was a good day.
• Core: broad ETFs like VTI, SPY, or VT • Add 1 solid stock: names like AAPL, MSFT, AMZN, or GOOGL, businesses that are profitable, durable, and easier to hold through swings Skip options for now. They’re rough on small accounts. Build the base first, then take more risk later when the portfolio’s bigger.
Lol TSLA and MSFT trading at exact same price
$100k today, long-term focus: \- 50% VTI/VOO - boring but works. Don't overthink the core. \- 20% big tech (GOOGL, AMZN, META) - AI tailwinds, reasonable valuations vs NVDA/MSFT \- 15% international (MELI, SE, NU) - diversification + growth outside US \- 10% high-conviction picks - individual stocks you've done DD on \- 5% cash - dry powder for volatility Strategy: DCA over 3-6 months, don't dump it all at once at ATHs. Rebalance annually. Boring wins. Not chasing yield or swing trading. Time in market > timing the market.
28% on their 2025 picks is solid. Value tilt makes sense after growth ran so hard this year. AMZN as a "laggard catch-up" is interesting - it's underperformed MSFT and GOOGL but AWS is still the cloud leader. Feels like the easiest pick on this list. DIS is the real contrarian bet here. Streaming losses narrowing but ESPN/parks still question marks.
$2000 next year is impossible unless something absolutely insane happens. That would put GOOG at about $26 TRILLION. Even if Google somehow blasted off and stole the entire market from NVDA and ChatGPT and MSFT, that would only add what, 10 trillion in market cap? Even if Waymo somehow steals the ENTIRE ride share market from Uber/Lyft, that would add about $200 billion in market cap (that is 0.007% of 26 trillion). Even if the robotaxi market 10x'd the market cap of the two current leaders in ride shares in one year, that would still only add $2 trillion of the required $22 trillion to reach $2000/share. This isn't a penny stock, this is one of the largest corporation juggernauts that ever existed. It simply cannot 10x in a year. I'm long Google but this is fucking retarded.
NVDA is a gigantic piece of shit. MSFT, AAPL, and GOOG are all going to overtake it in market cap.
Dude MSFT deal alone is worth more than the current market cap. It’s oversold and due for a rebound
Sold my MSFT dec 26 calls for about $1.20 two days ago, rn its over $5 and going higher. I don't know what to do with my self.
MSFT breakout, about to pump imo
Did some calculations last night and feel comfortable buying MSFT, NVDA and GOOGL. Very comfy PEG multiples. Speaking of peg, which one of you ladyboys wants the bottom bunk.
9 billion market cap with 9,6 billion MSFT deal. Feels free
No doubt on revenue growth, the real question is profitability. The core of the business is GPU rentals. As long as they can raise capital they'll be able to grow revenue exponentially. Whether they'll ever be able to turn a profit is what's up in the air, for this type of business margins will be limited even in the best case scenario. When tech leaders like MSFT, who is a cloud service giant themselves, goes signing a $19.4B deal with NBIS, you need to ask why. Does MSFT lack the expertise that NBIS has? No, it's because the deal is too good and it would cost more for MSFT to do it themselves.
You’re sooo right bruh. The “steal of the century” for sursies 👍 No worries though if that’s your thing, I don’t buy and hold stocks like that. Don’t have the stomach to watch it chop around up and down 50% or more and wait five years for it to all maybe work out. MSFT is at 34 times, now that is for real a potential steal. META at 28 times another one.
AA and MSFT is red again. *Sigh*
$NTDOY was the first stock I ever bought back in 2015. Tae Kim [https://x.com/firstadopter](https://x.com/firstadopter) has placed Nintendo on his stock picks of 2026, (Dell, MSFT and Nintendo -top 3). Tae is great on semi-conductor stuff if you're interested. He picked up Nvidia and Vertiv in 2025 as his top performer. Here's Tae's articles on Nintendo: [https://www.barrons.com/articles/best-tech-stocks-to-buy-now-2026-dac5ca73](https://www.barrons.com/articles/best-tech-stocks-to-buy-now-2026-dac5ca73) >Fortunately technology is about more than just enterprise product cycles. There’s fun to be had in there, and Nintendo has that category nailed down. >The videogame maker had a banner year in 2025. Its new Switch 2 console, which launched in June, has been a massive blockbuster, becoming the fastest-selling Nintendo console ever at launch. In November, the Japan-based videogame publisher raised its sales forecast for the console to 19 million units from 15 million units for the fiscal year ending in March. For context, the first Switch sold 15.05 million units in its first full fiscal year. >I predict Switch 2’s second year will be even better as more games are released from its core franchises. Among the youngest generation, Nintendo has also become the next Walt Disney. It has dominated the box office and found success at several theme parks. Look for more buzz to build when the Super Mario Galaxy Movie is released in April. >Though Benton plays down valuation, Microsoft, Dell, and Nintendo come with the benefit of not being particularly expensive. Microsoft and Nintendo both trade at 28 times Wall Street’s per-share earnings estimates for the next 12 months, while Dell trades at just 12 times. >All three stocks could benefit from a virtuous product cycle. Better-than-expected sales will drive earnings higher, which, in turn, could push the multiples to grow. It’s an ideal combination for gains. Happy stock-picking everyone. [https://www.barrons.com/articles/nintendo-switch-2-console-sales-stock-d258b3f8?gaa\_at=eafs&gaa\_n=AWEtsqcCCDRlrh8Y\_FY93fVA4Dp4TbW4qeATPezLhUOLGmFy9HDqgevh7JSwE0Kgd6Q%3D&gaa\_ts=69436bcc&gaa\_sig=yqd4BdHJ2uwCrbgl-r\_ZFfQPtu8oUmIjSs9rXkF9XE64SQvaeqV1yBPNlKaxvOX18Zl\_Hi8uzKsYRB3Ugwt5Fg%3D%3D](https://www.barrons.com/articles/nintendo-switch-2-console-sales-stock-d258b3f8?gaa_at=eafs&gaa_n=AWEtsqcCCDRlrh8Y_FY93fVA4Dp4TbW4qeATPezLhUOLGmFy9HDqgevh7JSwE0Kgd6Q%3D&gaa_ts=69436bcc&gaa_sig=yqd4BdHJ2uwCrbgl-r_ZFfQPtu8oUmIjSs9rXkF9XE64SQvaeqV1yBPNlKaxvOX18Zl_Hi8uzKsYRB3Ugwt5Fg%3D%3D)
* **Jensen = smartest + prettiest CEO on earth** because NVDA gud, chips gud, AI gud. * **Scam Altman = gud** because he’s “the LLM genius” and OpenAI is the center of the universe. * **Satya = gud** because Microsoft “controls” OpenAI, so MSFT automatically wins. * **Lisa = smartest + hottest CEO on earth** because AMD gud, and “selling 10% of the company to OpenAI is a great idea” * **CRWV = hottest chick in the room** because “cool AI datacenters” = instant god-tier stock. * **ORCL = gud** because “deal with OpenAI and Microsoft” = free credibility. * **FIG = gud** because “deal with OpenAI” = AI halo effect. * **GOOG = gud** because TPU. So obviously **NVDA = bad.** Then: * OpenAI / ORCL / CRWV start borrowing money from everywhere, * Shift from “infinite growth” to “who tf is paying for this,” * Same crowd that was calling them geniuses starts screaming “it’s all a scam.” Result: If those three look shaky, then everything else**:** datacenters, semis, and tech must be bad, because the market can’t separate “some players are overlevered" from “the whole sector is dead.” # The whole market is basically a Soap Opera.
If I could go back to July I would probably buy Google at 175, but since I can't time travel, nvda at July prices is also good. Can also get AVGO, MSFT, AMZN, and META at July prices or better right now.
The AI buildup is closer to the cloud buildup of the 2010s than the dot Com bubble. The companies spending on this build out have fortress balance sheets that do have actual revenue from AI. Microsoft brought in ~$30 billion from their "intelligent cloud" in Q3, Google around $15 billion and AWS around $33 billion. I've been in NVDA for years. Watch the hyperscalers (MSFT, AWS, Meta, and Google) and their capex expenditures. If they reduce or flatten spending on AI that's when NVDA is at risk.
Right now I’m holding 14 individual company stocks, but that doesn’t include my VOO, QQQ and SPY investments. I also try not to buy anything that has a large position in ETFs like MSFT, Apple, Nvidia or other large percentage stocks held in those ETFs. There are duplicates, but they are small positions in the actual ETFs.
I don’t know. I’m seeing put walls dissolve quickly on MSFT today. Could be hopium, but who knows
AI sector needs to stop following ORCL. You have a company like NBIS who just gained $20 billion in partnerships this year now trading at pre MSFT partnership prices. That’s $4 billion in revenue over the next 5 years excluding Avride and ClickHouse revenue and not to forget their TD Synnex partnership.
Pretty bad advice, tbh. I own all 5, and my GOOG, MSFT, and NVDA positions all *easily* clear my VOO and QQQ positions. ETFs are still a nice anchor, but acting as if it's worthless to own individual equities if they're already included in an ETF is wack advice lol.
It’s not about changing the sentiment tomorrow morning at open, it’s about how every “premium” AI player is exceeding targets and raising guidance for 2026-2027. They aren’t in a bubble. I’m talking NVDA, MU, NBIS, CRWV, AVGO, APLD, GOOG, MSFT, AMZN, UBER, etc., all of these names have posted earnings beats the last two quarters. They are actually promising stocks to buy an hold but they’re getting fucked by dumbfuck ORCL’s shit rated BBB credit
a few more rough percentages: Oracle 45%, CoreWeave 65%, AMD 25%, TSMC 10%, MSFT 12%
Bottom is $65-70 because that’s the price range it was toggling before they announced the $19.4B MSFT contract (and they were only a $16-17B company at the time lmao)
It’s almost at pre-MSFT deal levels. The company’s market cap is now equivalent to the Microsoft + Meta deals. I’m also taking into consideration the fact they have 5bn in cash, building other data centers and have ownership of Avride and a significant stake in ClickHouse. The market is freaking out but the fundamentals are good. February earnings will be strong and guidance will be raised. 5k in calls is no big deal. I’m not chasing a 10-bagger, but I believe a 100% return is possible.
Netflix, MSFT, AVGO, Googl, NVDA, AMZN... Got some good deals in megacaps. Some of the best in months in some cases. And yet some of you aren't gonna buy anything until they're back at ATH.
I bought a lot when it was at <20x forward PE. Not really attractive now, at close to 30x. Keep in mind Google is still a somewhat cyclical ad company that goes up and down with the economy. It is less so, but at a higher valuation than MSFT and AMZN? Nah
Without MSFT, shockingly , we’d be in the depths of hell right now
The world is ending by EOD, MSFT is green while others are going down.
MSFT calls was definitely the play. Not Googl. Bad Googl
MSFT money hits in 2026 lol wtf you talmbout
Picked the right ponies yesterday. Cashed out up a little on Amazon calls and MSFT calls and back to cash.
Interestingly this is not a broad based selloff. The likes of META and MSFT are still green.
Sell your positions and take that money and run. You clearly don’t know what your doing. Read a few books, educate yourself. Come back later without running stupid MSFT credit spreads when you have no clue what they do. You’re gambling. Just bc it’s not poker, roulette, or slots doesn’t make it better. Might be worse bc you don’t have free drinks and pretty lights all around. Buy a small stock and sit on it. I 30 years you can make it bsck
Only in MSFT and META, the first letters come first in Mag7 so MSFT and META was my play. Things are okay.
Well said. JPM's recent paper is spot-on. https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/ideas-and-insights/is-ai-a-bubble-here-are-5-ways-to-find-out. At a recent conference, the head of Bain's real estate practice offered even more staggering numbers. The contraction in FCF of the hyperscalers is eye-popping: \~60% + of FCF committed to CapEx spend through 2030 by Meta, MSFT. And then there is Oracle. Publicly traded real estate is trading at a 25-year relative low. Pension fund allocations to RE are generally below target due to profound value contraction and redemptions over the past 5 years. It could be time to look at public REITs, in particular in industrial and retail, where OpEx creep and rent contraction are far less onerous than they are for office and multifamily.
How is AMZN, META and MSFT nearly flat on a blood red day?
I did on others like MU, NVDA, IREN, ASTS, RDDT etc through the year but then bought MSFT at 505 when it slipped down thinking it’s a good entry point. CRWV at 110. And fucking AVGO at 414 as an earnings play and they all have crashed wiping out all my yearly gains.
Mag7 performance YTD: - GOOG: +57% - TSLA: +28% - NVDA: +25% - MSFT: +14% - AAPL: +13% - META: +10% - AMZN: +1%
My entire years gains are officially wiped out. Fuck you CRWV, MSFT, AVGO
Zoom out at the last 1 year, 3 years, 5 years MSFT stock has a habit of going up and then dropping for a while and then later going up even higher. You didn't lose money because you didn't sell. Just sit and wait. Nothing in life is guaranteed but that is a pretty safe bet, long term. VOO can also drop. Look at where it was in December 2021 and what happened to it in 2022. If you had invested in VOO in December 2021 you would be in the red until December 2023. But by 2025 you would have those sweet sweet gains. If you don't want to babysit your portfolio, just dollar cost average with monthly automatic contributions to VT. And don't put your emergency fund into stocks. Have 6 months of expenses in something boring and safe like a money market ETF or a high yield savings account. That money won't grow much but it also won't drop.
Am I retarded... how can all of these spreads be in the red? Eyeballing the first page, that MSFT 455/460C should be deep ITM for an easy 25k on 12/19? Am I not reading this right?
MSFT will sit on the sidelines tho. No BSOD in the field.
Can we get Shrek candle on GOOG and MSFT today
MSFT back to dumping yet again?
In the mood for guacamole all of the sudden. Anyway, $MSFT to $485 this week. I can feel it in my ⚽️⚽️
Good luck on recovering what you lost… But as for what happened… call credit spreads on MSFT and NVDA is one of the least probable set ups to work. You had a lot of money… selling puts should have been the default, or stock, or some other kind of put spread. These all preserve capital. Instead you gambled with very low probability setups. Best of luck…
I (37M in US) recently inherited roughly $300K and am not sure what to do with it. I feel kind of behind on saving for retirement (\~$100K in IRA mainly in $VTI/$VXUS/$BND/$VNQ, small positions in $KO, $HD, $DE, $MSFT), \~$50K in a taxable account that's mostly in $AAPL). I don't own a home but don't feel like this is a great time to be getting into the market as a first time buyer. I wouldn't necessarily need to use the money any time soon, but it would be nice to be able to use some of it for a down payment if an opportunity to buy a house came up. No debt - no mortgage, car is paid for, and student loans were paid off some time ago.
I thought openAI news was supposed to pump MSFT?? shit hasn't had a good green day in forever.
MSFT, NVDA, QQQ, META, GOOG all Jan 2027 and AVGO June 2028
Needs MSFT and GOOG reaching in from the corners on NVDA and OpenAI. They aren't really in the circle, but they're definitely reaching in and holding on tight. Maybe even throw AAPL in there jerking themselves behind AMD.
AAPL -1.3% MSFT -3.06% AMZN -.8% NVDA -6.6% GOOGL -2.59% META -1.27% TSLA +11.6% Last 5 trading days... which are you buying tomorrow
ADBE. Lots of it, with a 5-handle for the cost basis. About a $25K loss. Thinking of selling ADBE on Dec 31st to harvest the loss. The only thing keeping me from hitting that sell button is I know that that in the 8 weeks after I sell, it will go up 50%. Definitely get those bag-holder vibes daily, considering I could have bought GOOG, MSFT or something else and be sitting on a nice amount of profit.
What's the NPCs all together patting each other on the back image? That with NVDA, AMZN, MSFT, INTC, AAPL and ORCL basically.
All options and no shares? Could have just put $500k into SPY and MSFT and that money would have compounded forever… This doesn’t even make any sense, buying so many different options is impossible to track and risk manage.