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
MSFT going back down to 2024 levels is the funniest chet Actual company that makes money, but let’s eliminate gains for past year lmfao
They are crashing *because* of the billions they’re throwing at AI. For some odd reason investors started caring about fundamentals all of a sudden and AI has terrible horrible miserable fundamentals. Outside of AI waste, GOOG, MSFT, AMZN and others are doing really well.
I'd hesitate to call it a bust just yet. There's a confluence of factors at play: real concern about AI spending, which leads to counterintuitive drops in MSFT/META and GOOGL for most of the day at least despite strong earnings reports. Yesterday's big news was Anthropic's challenge to traditional SaaS and data providers, which led to a large drop in that group of tech stocks. Very interesting to watch. Not a novel opinion, but I think the winners of tomorrow won't be who is winning today.
MSFT punished the hardest for capex and 39% cloud growth (the highest), yet spending the least. Makes sense to sell it back to a PEG of 1.0 am i right wall street? Fucking regards.
So MSFT down 5% because Gates hooked up with Russian hookers and gave his wife gonorrhoea. I’d say that’s bullish news but hey it’s a different world outside of WSB.
Almost got it right. Have stayed cash for a couple of years as it looked like madness. However, I eventually got back involved in buying a decent amount of shares a couple of months ago. Did well for a couple of weeks and thought about just taking the gains, but wanted to just keep a decent portfolio going. Since then, MSFT started a major rot in the whole market. Just my luck (sorry for crashing the whole market). The only good thing is that I bought a decent amount of silver back in 2018 so that's still looking pretty good. Will be buying more silver as close to spot as possible if the price keeps going down, as well as stocks if they keep going down.
i've done the math and MSFT is literally free money at this level 🚑
MSFT now down 5% going back 1 year lol... and we are in a "bull market" apparently if you turn on CNBC lolol
MSFT was valued at $289 per share in Feb 2021 adjusted for inflation. In that time annual revenue has doubled. We can completely take AI out of the equation and the drop below $400 still seems really strange.
MSFT, GOOG and then my mushy favorites CMPS, ATAI, DFTX
Thank god APPL inverses MSFT. Otherwise I’d be fucked
MSFT will end up in the $250-$300 range by the time market settles down
So NBIS has a 18 billion dollar contract with MSFT and a 6 billion dollar contract with META but NBIS market cap is only 18 billion? Wut
Added a tiny bit to my MSFT position earlier today with it in the low 390s and added a tiny bit of AMZN in AH when it hit below 200. Market is finally giving out sales for me to start buying again so might as well slowly nibble in. Will add more to these and prob others if everything keeps dropping.
when claude can make better excel charts in excel files than 'copilot' with openAI, on MSFT's OWN PLATFORM. I think that's a problem.
selling all my BTC to buy the dip on iren, selling all my IREN during cliff fall to buy the dip on MSFT, selling MSFT for a loss.
Is MSFT going outta business? Cuz its trading like it...
> > It makes sense Amazon would take the biggest hit here, but MSFT is second in pullbacks with the lowest Capex? Half of Microsofts backlog is OpenAI and no one knows how you will get value from it. In comparison Meta showed that they increased their revenue with AI related advertisements so their business directly gains value from AI while Microsoft is desperately trying to force people to use Copilot.
What's crazy is I was trying to be responsible with MSFT shares and I'm still rekt for $13k this month
Trying to decide between MSFT or AMZN
100% I sold MSFT because of this shit, not dealing with it.
more bleeding i think but ill be loading more MSFT and AMZ
Probably going balls deep in MSFT in the next few days
People thought getting $MSFT at $480 was a bargain and it's like $390 now lmfao.
MSFT is the only one that makes sense with their openAI BS partnership
I am going to keep buying MSFT and hope that it ends up like Google last year.
The message I see is that the real play is to make your own hardware and go the Google route. All of the hardware companies are eating what little margin AI could possibly provide by charging a fortune. AI companies are promising capacity demand that might not materialize. Hardware companies are pointing at the AI hype and saying pay our fee if you don’t want to be left behind, and the shareholders are demanding that you commit to AI but try to find the perfect balance of cost to profit (this doesn’t exist). MSFT, AMZN, etc are going to survive but we got a bunch of capacity that is going to hit the market and we are not going to be able to charge an AI premium because I don’t think we are going to have the demand.
LLY beats and gives up all its gains the next day. AVGO, MSFT, UNH, and many more just dig deeper. I'm not gonna lie I might save this market tomorrow by getting puts on everything.
Seeing both Amazon and MSFT going down more than -10% is crazy.
MSFT made wayyy too profit last quarter, got dump that money making machine, lol
UNH and MSFT are the BA of our day.
Sandisk about to hit 1000 a share tmr with MMs selling AMZN and MSFT to rotate into SNDK lmao
UNH and MSFT look juicy man.
Why the hell are they spending $200B with such poor returns compared to GOOG and even MSFT? Does Melania need another documentary?
MSFT can't catch a break, red in after hours as well
Lol AMZN back to 7/2024 right now. Ya I fucked up. Went hard on AMZN, MSFT and NVDA. Cant even play anymore even if I wanted to.
My MSFT bags are heavy, but could’ve been MSTR
Took a bite of MSFT 2028 calls
That's a 2-3 year issue for native AI like OpenAi. Not relevant for a long time. But companies like MSFT are literally delivering **60% profit growth $24B to $39B YoY**.
MSFT is looking tempting, but I want to see some more pain before I buy some shares. I'd love to scoop up shares at $300. I doubt it happens, but IF it does... wowza.
MSFT has lost more market cap in the last 6 months than their entire RPO
That MSFT analyst downgrade by -30% isn't good looking either
MSFT. Hit me up with some stock buyback
Anyone else today buy $390C exp in Jan 2027 on MSFT?
I don’t think I could get any luckier today. VIX calls, puts on SPY, MSFT, MSTR…sold puts on RBLX. 😍 Omfg what a day.
AMZN, GOOGL, META, MSFT spending a total of 600bn on capex. And you think this shit is going to go up? Lmao. Shareholders are literally getting nothing for the year cause it all went into capex.
THE 2026 BIG TECH CAPEX ARMS RACE • $AMZN: $200B (+52% YoY) • $GOOGL: $180B (+98% YoY) • $META: $125B (+74% YoY) • $MSFT: $105B (+31% YoY)
I didn't buy it MSFT Target 56% RYCEY Target 4% I stated this week Microsoft is a Hold, not a BUY. Same goes for Rolls-Royce
bought 20 more shares of MSFT after hours. 50 shares purchased and more to buy as of now
Wouldn’t mind picking up some MSFT at $350, AMZN at $165 Looks like I won’t have to wait too long tbh
I bought 5 Monday 2/9 MSFT calls. It was probably not a great call
Sorry, man. I bought MSFT when it dipped and I'm still getting hosed.
If you bought MSFT 5 years ago you’d be red rn after adjusting for inflation
MSFT is such an opportunity after this dip
It’s because I only own MSFT and AMZN.
MSFT -20% ytd, on average -1% per day for 2026.
MSFT capex? dumps GOOGL capex higher than MSFT? MSFT dumps further AMZN with the highest capex? MSFT dumps the hardest
If you bought MSFT two years ago you'd be in the red rn
wtf, MSFT still going down AH. The stock can't catch a break lol
I hope you realize MSFT will take over OPENAI if they go bankrupt.
Want to trade MSFT calls? I'm down 13000
We're all asking why MSFT is tanking and thinking of the reasons. Answer is probably "lol idk vibes" from the dudes who manage billion dollar accounts.
Down 3000 on MSFT calls ask me anything
MSFT and GOOGL will rule the mag7 these next few years. considering selling my AMZN at this point but whatever. just gonna hodl through pain
!banbet MSFT 410 1d
MSFT is going to lose their entire openai investment when openai goes bankrupt. That's the reason
In one DAY. Same with MSFT, AMD, UNH. Crazy market.
If you’re under 50, you gotta be on crack to be buying AMZN & MSFT.
What the hell are they spending $200 billion on with such poor returns compared to GOOG and even MSFT? Does Melania need another documentary?
MSFT is down 10% after ER. AFTER. The 10% they already fell from ER isn't enough. We gotta get another 10% in there.
MSFT trying to make a statement here
time to kick nutella out $MSFT even that weird steve ballmer would do abetter job
# if you aren’t buying MSFT here then what are you doing
Selling with 27.5% capital gains tax where I live is barely worth it. I‘m still up 10% on MSFT bought in 2023 but considering where it already was that‘s nothing. And now AMZN is following.
That's what they said about MSFT.
MSFT has lost more than the 2025 crash and nearly as much as the 2022 crash, and that’s following record earnings and a reasonable PE. This is drastically oversold
Here's my question. The market seems obsessed with overspend on AI right now. CAPEX expectations Google: $175 Billion – $185 Billion. Meta: $115 Billion – $135 Billion Microsoft: $97 Billion Amazon: $200 Billion It makes sense Amazon would take the biggest hit here, but MSFT is second with the lowest expected Capex? I get that Google is positioning themselves well in AI, so they take a smaller hit, but MSFT is getting demolished. I don't understand this market.
!banbet MSFT under 300 2 weeks
I sold MSFT at 489. Im halfway back in with cost basis 438. 🤞🏻I get back in under 400.
Confidence and investing in the future (Capex) is now a bad thing for whatever reason. Easy buy opportunities in the market rn long term, especially MSFT and META
Death, taxes, and MSFT sucking ass
i was planning on targeting 400, but MSFT still getting smashed, so not retarded, but maybe a bit early.
I keep lighting money on fire buying MSFT dips. Should've bought RBLX and RDDT
MSFT still dropping AH Jesus christ
Fair, the lower MSFT drills the better the competition gets
When the volatility rises a lot, all correlations go to 0. The point of diversification isn't to not drop during a bear market, but rather drop less than you would if you were all in on a particular trend. ***-"Gold and silver mining company (around 12 companies to avoid a big risk)"*** These are all correlated so having multiple of these is like owning MSFT, NVDA, GOOG,AMD and saying you're avoiding an ai dip risk ***-"a small cap in health sector"*** These tend to be more speculative and will drop in high vol environments as well, unless they have robust cashflows, etc. Even still they most likely will drop, but drop less. Lastly, your portfolio weights matter a lot as well. You may be over concentrated if you took such a big hit on a day where indexes were down <2%
with MSFT and GOOG down AMZN puts seems obvious in hindsight
Ya I feel like a lot of us have speculative stocks with higher risk, but even the bigger caps like MSFT are taking brutal beatings. Even if I had QQQ puts or similar shit as a hedge, I don't think it would offset the beatings I'm taking all that much. I've had almost full port ASTS for years and it's worked wonderfully, but my nerves and net worth are taking major beatings. Despite me thinking they'll be a 100-200B company in a few years. Still riding the 5000 shares that I initially purchased at $6.50 lmao
Honest take Sold msft at a loss for 8% Bought 5x MSFT 380C Dec 2028 calls Basically 5x leverage and three years till expiry Retarded or nah
Probably getting out of my yieldmax fund at a massive loss so that I can buy as much MSFT and AMZN as humanly possible
MSFT capex is only about 155B. AMZN is 200B
Suddenly MSFT GOOG capex doesn't look too bad.
Yeah MSFT only dumped like 7% on earnings!
Nah, MSFT still has a lower PE
MSFT down cuz epstein?