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 not participating in the rally. All because Gates visited pedo island huh
Why is MSFT such a laggard loser lately?
As I hold you guys in pretty high regard, how do you feel about MSFT as a hold for this year?
MSFT going to the moon get in before rocket leaves
MSFT would prefer to drive straight to hell than for Satya to miss a quarter, they're the new GE.
Guess I should've help CRM longer. Can't figure out this trendless day though. Every chart looks like a bunch of Vs. There have been three V shape drops/recoveries on MSFT, TLT, CRM, etc. already
$MSFT bouncing off 200wma is a no brainer here.
I wish. I just lost $200 in one minute on MSFT
Bill Gates has nothing to do with MSFT for the past decades, degen
fuk Bill Gates i cancelled all my MSFT
Market so regarded MSFT probably opens green
I poured oil all over Clippy. I hope this powers MSFT to 410.
it's ok, gey bers having 2 weeks of joy before our MSFT bull run to $470 this year
I fucking swear if you're green MSFT...
I'm already 100% into MSFT shares, nothing to do but ride at this point
I did this with MSFT and GOOGL on a similar timeline. I won't check any financial news until April, at the earliest. Like you, I don't have any dry powder to invest more either.
It’s going down, I’m yelling timberrrrr. Fuck me for buying the MSFT dip ya know
This is the last time you all are going to see MSFT below 400 !
stop the doomsday sht. A lot of stocks are way above what they were like 3 weeks ago....MSFT was 385 now its about 400. Amazon was 195 now its over 205. Everything is up.
MSFT piece of shit back at $399 lmao
Lol I just finished losing like 30k on APR17 MSFT 500C that I bought last year
dont forget about oracle, they're already dumping overnight so my guess would be oracle is going to counteract whatever NVDA and MSFT makes for gains. tomorrow will definitely be interesting
I feel similar, but I'm wary of touching the index for a 1 day dump because in a liquidity crisis like what tomorrow and Tuesday will be, money may blindly flow into stuff like NVDA and MSFT for some safe haven space since they are cash solvent companies while almost everything else in the index burns, but this props the index up. So my theory is deep OTM puts yes, but not on SPY basically on any individual stocks that aren't oil, defense, shiny rocks, or the highest cash heavy tech
META is 16% of my port, OPEN (ashamed to share) is 11%, UNH/MSFT 5%, NBIS/SNDK/HOOD 2% The rest is cash in SGOV
Meta not so bad of an entry. MSFT kinda oof.
Smart money will be filling their boots with MU, NDVA, MSFT this week.
META & MSFT at what prices?
My entire port is META, MSFT, NBIS, UNH, SNDK, VOO. My total return for all is deep red. How the fuck do I manage to buy everything at ATH
So, you think my MSFT & ASML calls might not have a good week?
So, how do we think this will effect MSFT & ASML. My calls are so cooked
Congressional holdings are interesting as a contrarian signal, but don't mistake it for edge. These are mostly mega-cap defensive plays — MSFT, AAPL, JPM. What's more interesting is insider buying/selling within companies (10b5-1 plans), which actually has predictive power. Congress holdings often lag the market and are held for different reasons (diversification, not conviction). Worth tracking but I'd weight insider transactions 10x heavier in your analysis.
Bro I'm in NBIS, META, MSFT and I'm getting my fucking balls crushed sicne the end of 2025. Tech is being treated like shit right now
No its not. Because the cloud revenue is coming from circlejerk same as MSFT and AMZN.
Maybe. However we/they are privatizing the greatest infrastructure spending of all time, and the CEO is best friends with conservatives. They are using leverage to build fast. It's the nature of the beast. Buy at your own risk. I'm not buying a single share. But they will be fine. Lord knows they may just declare bankruptcy, the government bails them out, and they become the next MSFT with little debt.
Who else is going to FOMO into USO and HIMS?! I've got some MSFT and PANW that have done well since the swing back into software. Might as well sell those for a full loss FOMOing into the peak of this week's hysteria... who's coming with me!!
I’m 60% in MSFT, shall I yolo into NOW ?
What would drive it though? NVDA and AAPL haven't budged. COnsumer staples, utilities, etc. are now overpriced. Only thing to lead a runup would be for CRM/MSFT/AMZN to skyrocket, along with banks. That requires some big narrative shifts
I am retarded. What is the current hype around MSFT?
the oracle layoffs themselves arent that surprising, they were always the weakest in the hyperscaler race trying to buy their way in with debt. the real story is banks pulling financing from AI data centers. i trimmed about 15% of my MSFT postion last month because this exact scenario kept nagging at me. if banks cant model ROI on these builds anymore then the 'infinite AI demand' thesis is getting stress tested. still long MSFT and GOOGL but Q2 cloud earnings better start showing capex conversion or this wont stay contained to oracle
MSFT will save the market
I'm feeling the same. We are seeing signs of a bottom with MSFT and SAAS stocks.
VIX and volatility is high at the moment because of the middle east. Does this mean that LEAPS are priced too high and that now is a bad time to buy LEAPS? MSFT or GOOGL for example.
I sold MSFT at a loss because it leaves a bad taste in my mouth. I won't hold a company I don't believe in
Microsoft: Introducing Goon-pilot, an AI power goon assistant! *$MSFT rips +80%*
Oh I'm definitely buying. Picking up MSFT at a PE of about 20 is a rare opportunity to not be missed. If I can get more at a PE of 15 because the stock price continues to drop, so be it. I work, don't spend much, have no debt, and have bought much scarier stock dips then this. Im just also heding with a bit of SPY puts and OXY shares. Ya know, cuz shit happens.
thanks. so for instance, it looks helpful but i am looking at MSFT and it has a 2/10 overall in analyst ratings and a bearish evaluation but on the other hand, fidelity says the sentiment is 73 undervalued and 72 quality company....
Just remember it was an ATM (at the market) issuance. Allowing them to dilute gradually. Don’t forget their second quarter earnings bring updates about their new data center being built as of the result of the MSFT deal! Also! Fuck oil. Iren is vertically integrated using renewable energy and owns its PPE! It is the strongest mid tier data center on the market!
MSFT is fine. It just went down along with the rest of the SaaS cohort, as it is pretty much the leader of that whole sector. But SaaS is already basing and recovering, so MSFT will likely see a strong recovery soon. Obviously, after these oil tensions wear off.
1. r/wallstreetbets member 2. retarded 1 and 2 are the same, but basically that. But my logic specifically is that MSFT crashing from 555 to 430 already felt like a deal akin to GOOG last year (I """missed""" out on the GOOG dip because my portfolio was already overweight GOOG since the 00s). I call cap on BOTH the *"AI is going to eat everything so we must sell all the software stocks"* narrative ***AND*** the *"AI is just flash with no substance. Just a bubble where the Mag8 get cooked because the over-invested into a meme"*. It's either AI drives real productivity or it doesn't. I'd rather bet on the Mag8 than the entire software space.
Well it depends what else is in your portfolio, and on the specific company too. Enron bad, something like MSFT or NVDA is no Enron though. MSFT is actually undervalued compared to the rest of the index right now imo, like this past week it was up when everything was down.
I can't time the bottom but I know that the market is going to be higher 6 months from now on so I am buying. My reasoning is that we are seeing signs of a bottom, look at how software stocks like Intuit, Datadog, Palo Alto Networks are rebounding off the lows. And then look at Microsoft, Amazon are doing the same. The Iran war is short term bearish but long term bullish if it will lead to more stability in the Middle East and lower oil prices overall. We also have Oracle earnings next week, then FOMC after that. And then big tech earnings come late April/early May. I remember when we were rebounding from "Liberation Day", big tech soared on earnings (MSFT was a 10-30 bagger, META also popped). I think we're looking at something similar for the next round of earnings. Market will come to accept that CapEx is here to stay, and give tech the benefit of the doubt as we march into 2030. Maybe there will be a correction if AI doesn't come to fruition later, but there's no reason to tank now when the reward is real and we're not at completely unreasonable market levels.
I still have a few MSFT calls for June but I think they might be alright still
If you bought fundamentally sound stock x in a tariffs depressed market for, say, $50, and it surged to $90, then after six months, dropped back down to $50, not due to any fundamental changes or relevant headwinds, but because of emergent economic conditions affecting all indices, why would you sell? If you were going to sell, you should have sold at >$50, not at an entry level you thought was pretty fucking good six months ago. Unless you have another stock that's similarly depressed, like MSFT, or a depressed stock with a catalyst that you can rollover, keep your 60/40 ETF. You're not a trader. You're a long-term investor. Unless that changes, or you're convicted and want to shift your ETF portfolio type to 30/70/10 or 50/50, stay where you are. You're not going to do any better.
I got VIX 21p x75. And MSFT 425c x 14 Both expire on mar 18 Is me cook?
I have been buying MSFT I’m actually really confused why their valuation is so low
But the thing is if you look at UiPaths customers it’s 80% Fortune 500. A lot of these businesses have legacy systems and a big stack. I don’t see them all consolidating and only using one like MSFT. If you’re right though then yes MSFT would destroy them but it’s not realistic for businesses to do this imo since big enterprises typically have hundreds of softwares which MSFT isn’t good at unifying them all
This is already priced in with MSFT falling hard.
I guess we will see. MSFT and ORCL both use PLTR. Fabrics is just Microsoft’s name for their palantir product. Just like airbus has sky wise.
IMO, I would sell that shit immediately and invest in something else (SP500, or another stock on a discount). You have a good chance of increasing your gain (10% which is capped anyways). I learned my lessons with MA arbitrage with iRBT, that dog shit literally went to zero and that was also while sweating MSFT ATVI although that was a nice 10% return in 6 months but I probably could used the money for better things in hindsight (META).
Top SPY Holdings by Weight (Approximate as of March 2026) NVIDIA Corp (NVDA): ~7.5% - 7.6% Apple Inc (AAPL): ~6.5% - 6.7% Microsoft Corp (MSFT): ~4.9% - 5.2% Amazon.com Inc (AMZN): ~3.4% - 3.6% Alphabet Inc Class A (GOOGL): ~3.0% Broadcom Inc (AVGO): ~2.5% - 2.6% Meta Platforms Inc (META): ~2.4% Alphabet Inc Class C (GOOG): ~2.4% Tesla Inc (TSLA): ~1.9% Berkshire Hathaway Inc Cl B (BRK.B): ~1.5% State Street Global Advisors +7
We would likely see it in the mag7 earnings guidance before seeing it reflected in the market. As long as the mag7 are printing money, your assumption is a long shot. With the exception of NVDA, the others like aapl, Amzn, meta, and MSFT are not going to major earnings contraction if AI doesn’t live up to its hype. Their core business will continue. This isn’t CSCO losing business because the internet bubble popped.
This means less money for NVDA which means less money for OpenAI which means less money for MSFT which means less money for NVDA which means less money for OpenAI which means less money for MSFT which means less money for NVDA which means less money for OpenAI which means less money for MSFT which means less money for NVDA which means less money for OpenAI which means less money for MSFT which means
MSFT, since 2009. Never sold. Just keep adding.
The market bottom was the day we ripped from -1% to +2% on QQQ the day before/after AMZN earnings. MSFT is also showing signs of a bottom. We only go up from here.
Been holding some amount of MSFT, AMD, and Nintendo since I started using Robinhood in like 2015. I've added to those positions over the years but that was my start. Granted it was like a couple shares of each at the time.
They weren't 0DTEs 😆 Picked up a bunch of MSFT 500C in Nov of last year, you know, when MSFT was a 3+T$ company.
Had some MSFT & ASML Calls 😀
Yes, they’re covering for soft business by blaming AI. And the media latches onto it because they want to drum up fear about AI, because their jobs actually *are* under threat from it. Like the massive MSFT layoffs recently, and Amazon layoffs, have absolutely nothing to do with AI replacing people. You’re not replacing sales people with copilot. It’s to just make the bottom line look better while they spend ridiculous amounts of capex on datacentres.
This is dumb. PLTR corrected already. Any selling of it now is all tied to index dumping. Some stocks are safe right now. Hood, PLTR, MSFT -any software names already corrected
Picked up more BABA today, looked kind of strong plus China sold off hard because of their oil situation. Got MSFT around $400 and added 60 more shares of AMZN around $209 last week. Will throw in 10k into VXUS and VTI each next week if we are really red.
Still diamond holding MSFT shares
Current targets VT --> $125 MSFT -->$360 ASTS --> $75 RKLB --> $50 CAN'T WAIT
That is the only game I play this year so far. LEAPS or PMCC we treated it as a hold strategy but I tweaked it a bit for scalping. I am in and out of AAPL, MSFT or NVDA at least three times this year. And they are not going anywhere from a price standpoint while I am not 100% bullish that NVDA will go to $200 even this year. But in between I am making good 4-5% yield so far while spy is still in the red
Im already regretting my MSFT Calls over the weekend
MSFT is the worst performing tech stock I own (recently). They are spending too much on AI, ruining their profit. I am thinking IBM in the 80s. I am done buying individual tech stocks for now. Too volatile due to AI spending. I do think one or two of the big tech will be gone in a few years, merged etc. They are too old and no longer growth. These companies are spending like their future depends on it and someone will lose. I dont think its MSFT, but oracle, facebook or google seem iffy.
MSFT gonna switch from red to green again for the 9384929 time today
Finally able to afford big tech and bought GOOGL / MSFT a few weeks ago, looks like it's time to cut losses and buy the on-sale price another time smh
IBM, CSCO, MSFT in 1996, still holding. should have sold that CSCO when it topped out, but I was young and foolish. I did hold most of the MSFT which i got for between 24 and 40 bucks a share. I was working in Tech so learned about CSCO from the network guys. They said buy as much as you can.
That Wednesday rally looked a little too good, but it fooled the bear in me. Congrats on your play and more! Im banking my Puts on MSFT to have a "honest" Monday
MSFT with some weird price action lately
MSFT and ASTS the only thing getting my ass relatively alive
MSFT must be running big buybacks this week because it has massive regard strength while market is all over the place
MSFT become the inverse market ETF. 🤡
I need MSFT to jump like $10
MSFT calls back where they were an hour ago and down 50% lol
ofc i bought MSFT at top thinking it was goign to pump more like google and shit. Now i need it to hit 414 to break even xD
Worth a note: $MSFT holding really strong against this tape.
Bought MSFT in the early 90s
Little bit less but MSFT since 2014 at $44, for me.
MSFT and META, both since 2011. Both below $30 per share.
Well well well, look at MSFT valiantly fucking its way back from the brink
Which mag7 stock gets piled into next? MSFT > NVDIA > ???
I finally hit green on MSFT this morning but my VOO decided to drop at the same time😞 slow month we are having
I dont understand why MSFT is up 5% this week while the rest off the market is dropping. Has there been news about the company recently?
MSFT banged you, your mom, your sister, your aunt etc