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
1) literally everybody talking about google's TPUs 2) What about MSFT who can put Copilot (which utilize GPT) into Office which everybody uses and Outlook/teams which tons of orgs use. Pretty similar, Android is a significant delta. Google putting their AI in their existing software is... not remotely sneaky. 3) Yeah, they have more data than most of the other players, only matters if/how you use it. Thinking "more data better" just further heightens how ignorant you clearly are.
Sadly, I keep a list with sold prices, current price, and how much more i would have if i didn't sell. Yes. I am a masochist. And none of these are "kinda regret", they are full "please God, let me go back in time so i can prevent this". ABBV GOOGL IBM LEU MSFT MPLX PLTR VOO
This. MSFT will likely buy them before they IPO. OpenAI will be forced to sell to pay off all the loans.
If MSFT and UNH were people I would punch em
Cash week. Hopefully we get a chance to buy the DIP $GOOGL $290 $AMZN $220 $MSFT $460 LETS PRAY
When I was younger, I used to try "trading" buying and selling - rinse and repeat. I did not have a specific strategy. I did it part time and eventually focused on Mutual Funds to make life easier. That being said, I later rollover some 401Ks into a Traditional IRA and started "investing" - long term hold, buy the dip. Some of the stocks that I was "trading" NVDA, MSFT, ORCL would have been great "investments" and great stocks for long-term hold and buying the dip. I also traded some crappy stocks so there is that.
MSFT I sold a bunch before pandemic lockdown.
Had to sell stock to pay bills Closed my MSFT and KO positions
IREN and NBIS are heavily discounted atm. Both had multi billion dollar deals with MSFT
Sold half of everything right after Covid and before the giant drop…. Should have re-bought everything I sold once it bottomed but things were so uncertain I did not know when the bottom was. The big one was META TSLA GOOG AMZN NVDA AAPL MSFT And more… The bad that came of it was missing the bottom to buy back in.. and owing taxes on the sales regardless of the fact I bought back in…META The good that came from it was the opportunity to reassess and reevaluate new avenues as well as move the sale $ into places I thought would be growing the most over the next 3-5 yrs. I have not gone back and evaluated if I would be in a better place now had I not sold anything and just rode it out.. but i have an overall feeling that I’m possibly in a better place …
MSFT. Had a ton at 25/share and held for like a decade or so under the Steve Ballmer years. The divy wasn’t enough for me to keep a flat stock. Doh.
Can’t wait for MSFT to get the GOOG treatment and randomly spike 20+% in a 3 day timespan
**- Monday** is pump NVDA day **- Tuesday:** Apple day **- Wednesday:** Banks **- Thursday:** Google **- Friday:** MSFT Oh and every day is a TSLA day. TSLA doesn't care about your fundamentals.
lol MSFT Pre-market 488.39 −3.53 (0.72%) this is a dump for ants.
MSFT 500 calls will print this week
Core cloud revenue growth from Dec '22 to Q3 '25: $GOOGL +108% $BABA +93% $AMZN (AWS) +54% $MSFT +44% $BIDU +18% Same AI cycle, very different compounding speeds.
Continuing to hold META UBER MSFT
Well, trading and investing are two different things. Investing even the winners can be losses if you’re not automated. I’ve seen people do great just auto buying their one favorite company: Apple, MSFT, TSLA, WMT, whatever. But they buy auto and don’t sell unless they have something urgent to pay for. Plenty of people start thinking: it is likely due for a correction, better cash out and buy that boat… there is all sorts of stuff. The problems get much bigger as the money gets much bigger. The emotions get heavier. 15% of 20k is easy to stomach, the same percentage of 2 million might take years off your life in stress. Success is a rarified air. Have to get accustomed to it.
MSFT please don’t put coal in my stocking.
My biggest concern is MSFT bankrolling a lot of OAI cash burn lately
I don't know why it isn't bigger news but "The Gates Foundation Trust sold 65% of its Microsoft (MSFT) stake in Q3, reducing the position from $13.9B to $4.76B." **65%**... I could understand 20-30% but fucking 65% is insane..
I can't buy stocks with my retirement account though. So I can't buy NVDA, MSFT, AMZN, etc. and can only buy FXAIX or JLGMX. I already have $230k in FSKAX so don't want to buy more of FXAIX. Where are you getting the 15.8% and 18.1% returns at? I just logged into my retirement account and am showing the opposite. I also don't own the $750,000 in stock yet -- right now I just have $230k FSKAX and $70k JLGMX so it diversifies it right now. I could always convert the $70k back to FXAIX next year once I own some of the other stocks/crypto. If the stock market crashes a 2nd time and crypto crashes a 2nd time and I lose my job and the real estate market crashes and I can't get a new job and all of my tenants move out (combination of 6 worst case scenario) then I'll still be able to pay back the HELOC. I'm not concerned about this scenario but I did take it into account. Also if there is a recession then the variable rate of the HELOC would lower.
You’re missing that JLGMX is just a 0.44% fee wrapper for the same tech stocks you already own individually (NVDA, MSFT, AMZN). You are paying 29x more in fees than FXAIX to double down on concentration risk, and it is currently underperforming the S&P 500 year-to-date (15.8% vs 18.1%). Your HELOC plan has a fatal flaw: it assumes you will keep your job during the recession that crashes the market. If your salary vanishes while your portfolio tanks, the bank forecloses. That is not a strategy; it is a coin flip with your house.
ChatGPT turns 3 today. Here's what happened since 2022 November 30, 2022: ChatGPT launches. Hits 1M users in five days. AI acceleration thesis begins — particularly around GPU demand. The Microsoft (MSFT)–OpenAI partnership* takes center stage (ChatGPT’s breakout sets expectations for a much larger capital commitment). OpenAI’s implied valuation (via secondary markets and tender chatter): ~$20B. 2023 January 2023: Microsoft announces its multibillion-dollar investment. Widely reported as ~$10B, structured over multiple years. Positions OpenAI as a core part of Microsoft’s cloud/AI strategy. Analysts re-rate MSFT’s long-term AI monetization and Azure demand. Multiple tender offers throughout the year value OpenAI between $27B and $30B. November 2023: The Sam Altman ouster attempt. The non-profit board abruptly fires Sam Altman as CEO. Greg Brockman (president/chair) resigns in solidarity. Microsoft, OpenAI’s main partner, publicly backs Altman. Within 48 hours, more than 700 of OpenAI’s 770 employees sign a letter threatening to leave for Microsoft unless Altman is reinstated. Under immense pressure, the board reverses course. Altman returns as CEO; a new board structure is formed with a clearer governance framework. 2024 Early 2024: GPT-4o, Claude 3, Gemini, etc. raise expectations for wide adoption across consumer, enterprise, and developer ecosystems. January–March 2024: New tender offers. OpenAI’s valuation climbs to $80B–$90B in private-market transactions. Investors begin benchmarking OpenAI against SaaS giants on long-term subscription potential. Mid–Late 2024: Monetization progress. Paid ChatGPT tiers (Plus/Team/Enterprise) grow steadily. AI becomes a defined revenue contributor in MSFT’s productivity, cloud, and security segments. Venture and corporate investment into AI startups accelerates, with OpenAI’s valuation anchoring the ecosystem. 2025 AI now embedded in workflows, shopping, productivity, and search. As of mid-2025: ~35M weekly OpenAI subscribers (Plus/Pro). By 2030: OpenAI projects 8.5% of ~2.6B weekly users will subscribe → ~220M paying users. OpenAI reaches $500B valuation in October.
You have the right idea, you’re just stating it in the wrong forum. In a mutual fund that tracks the SP500, the fund must own those shares. When people buy into the fund, the fund management goes out and gets more shares. More demand (“I need to be in the SP500!”) on a limited resource, means prices rise. The value of the index can rise independently of people investing in indexes. They may buy piles of shares of AMZN, MSFT, etc and drive the value of those shares up too. And that will bring up the value of the index as well. Or AMZN could independently tank tomorrow and suddenly be a mad rush for the exits on index funds because “people”. If everyone holding index funds runs for the exits, the fund managers have to sell those assets. Prices of the assets drop. The index drops.
Lmao high yield savings engine =\= growth stock portfolio. Also, look at the composition of FSKAX, FSPGX, and VUG. They have high compositions of MSFT, GOOG, META, NVDA.
>Since you're already heavily invested in VTI, putting the additional $5k into SCHG (Schwab U.S. Large-Cap Growth ETF) could help diversify your portfolio a bit more within the U.S. stock market. No. Exactly the opposite. SCHG holds 197 stocks, 99% of which are already in the 3,539 held in VTI. By holding SCHG, you are becoming **less** diversified than holding VTI by itself. NVDA is 6.6% of VTI. It is 10.8% of SCHG. AAPL is 6.4% of VTI, 9.9% of SCHG. MSFT is 5.6% of VTI, 8.6% of SCHG. See how you are less diversified by holding SCHG? You're just holding more of the top stocks. You can use [https://www.etfrc.com/funds/overlap.php](https://www.etfrc.com/funds/overlap.php) to see the overlaps.
In fairness, he brought in the senior MSFT execs as clients at Goldman.. This was Gates and Ballmer's first foray giving a firm a ton of money... I'd say that's legendary Not a Cramer fan but he has an amazing pedigree
Yeah... I'm old... but my most successful stocks outside S&P were when I invested where I spent most of my money (Costco, MSFT, Coke, AMZN, etc). It's not even picking... it was jus literally who got the most of my money.
His top stocks for 2025 he constantly mentions are well known. Though it goes against the Jim Cramer bashing of this thread the are NVIDIA (NVDA), CrowdStrike (CRWD),Eli Lilly (LLY),Microsoft (MSFT), Amazon (AMZN), Alphabet (GOOGL).
Open AI is too indebted to Nvidia through its own deals and MSFT. It won't be able or willing to do something like this.
Honestly my best investments were due to a motley fool article... invest where you spend... I spend my money on Costco, WMT & MSFT. I bank with JPM. Great results.
META, AMZN, and MSFT definitely worth considering.
It kind of breaks my brain how I sold MSFT for $550 months ago and now people aren't willing to pay even $490 for it. Because they have only made more money, and we have had two rate cuts since then.
Puts on MSFT was a good idea like last month. And even then I don't know if it would have moved fast enough to make very much.
windows getting shittier by the day, vibe coded AI shittification in full force; valve releasing a plug and play linux based PC; copilot beyond shit and just shoved in your face constantly and for what? massive investment in openai gonna go to 0. gates on the epstein list. puts on MSFT
Here you go: [https://docs.google.com/spreadsheets/d/16\_6PDPuPxmEGZTDxkKPhovwC55uT6FK6aUpYipaKG5s/edit?usp=sharing](https://docs.google.com/spreadsheets/d/16_6PDPuPxmEGZTDxkKPhovwC55uT6FK6aUpYipaKG5s/edit?usp=sharing) Its not that complicated. I just compare the projected sales growth and historical operating margin with the projected operating profit multiple. The market was overreacted both positive and negative over the last couple of months with NVDA, GOOG and META. I own all three, along with MSFT.
If you bought SPY on Jan 2, you'd be up 17% ytd. If you bought MSFT: 18%. If you bought NVDA: 34%. If you sat on all of your cash til last Monday, and then bought SYM, you'd be up 40%. Just sayin'.
PFE into INTC+NVDA on friday before its earnings into GOOGL into MSFT "timing the market not time in the market" they say, right? (I got a 60% loss on my AMZN call tho, but I dumped it pretty quick at least)
I would wait a little longer. Once you start seeing everyone lining up for silver bars or spamming SLV and talking about it nonstop on r/walstreetbets, I will probably buy puts. Especially inverse r/wallstreetbets is usually free money. Like they hate NVDA, MSFT and AMZN right now so I'm considering calls now.
In the short term, the tech sector and maybe the whole market will drop. Those in the OpenAI's circular web (i.e. MSFT, NVDA, ORCL, AMD) will be hit the most. Well-deserved. In the long term, if AI is not a flop, the hyperscalers won't have to compete as much for data centers as they do now, NVDA won't be able to charge 70% margin on their GPUs. Overall, it will be cheaper to develop AI models, NVDA will be skewed. If AI turns out to be a flop, the tech sector will take a lot longer to recover and the data centers will slowly be used for other purposes. NVDA with its current valuation will be skewed either way.
Ill take the L. The war ain’t finished yet. And MSFT still has stronger cloud growth. Just everyone and their mama is awestruck with Gemini.
MSFT has a large gap down around 420. Once it fills I think it will rejoin the party.
I am not a legal expert, but I know for sure my company allows us to only use Copilot for sw development because of they have a contract with MSFT regarding IP. Google or Apple or any big name company could offer similar service but I guess since they are already using Microsoft products it's easier and cheaper to have one company and use their product. No CEO would ever prioritize quality over legal peace of mind.
Listen to Satya's latest podcast at Dwarkesh. MSFT gave them proprietary MAIA know-how to build upon.
I'll keep my MSFT, thank you. As I did for the last 10+ years.
I believe this is why MSFT negotiated for a *revenue* sharing agreement. They take money right off the top line of OpenAI. However, MSFT also pays OpenAI because they have integrated their service into some of their products. Net-net Microsoft is making more money from OpenAI as of right now.
Top3 best buys ranked in mag7: 1 $NVDA 2 $AMZN 3 $MSFT
MSFT is primarily a B2B business.. their core suite of office products is practically a required subscription for >90% of businesses. Sharepoint is legitimately good. I don’t have the technical knowledge to say if azure is better or worse than AWS or google cloud… but I haven’t seen many complaints… and when a company is building out their tech stack, the immediate need for Microsoft office probably leads many needing cloud services to look at Microsoft. If you invest based upon your own personal preference of consumer goods or services, you should probably just stick to index funds.
I suspect MSFT is getting dragged down by the worries about OpenAI.
No, I think they did due diligence but just saw the new meta for pumping stocks was to announce a deal. Similar to paypal openai deal and target openai deal and soon lululemon openai deal. Too bad it doesn't work anymore. That's why MSFT -15%d. That's why Oracle -30%d. There's no deals, just imaginary contracts lol. Look at CoreWeave's horrendous earnings.
Tell you what ... just go to Gemini or ChatGPT and type into it, "What would the effect on MSFT's stock price be if OpenAI is only worth 40 billlion dollars instead of 500 billion?" You'll get a great answer about the resulting write-down of assets, loss of shareholder confidence, and immediate and massive devaluation of MSFT stock.
If anything, Microsoft will buy the rest of what it doesn't own and its financials will integrate so deeply in $MSFT's books that it would be too difficult and no longer worth tracking. All that would remain would be how much revenue Office 356 is printing
My thoughts are that you probably own MSFT
Buddy….. MSFT is a trillion dollar company ON ITS OWN even without the OpenAi asset. 39% cloud growth is better than 34% from google.
Sold half of my 700c for Dec 12/31 for 3x Sold my other half of MSFT 1/16 500c for 1x Probably will regret it but I’m expecting a pull back next week
... you are completely missing the point ... OpenAI's gigantic (one trillion is what I heard) valuation is *already baked* into MSFT's stock price. If that valuation crumbles, so will MSFT stock. That exposure is gigantic. If OpenAI is worth 40B instead of 1T MSFT stock would tumble into the 300s.
One thing to remember, especially after a big trade, the volatility is what makes you money, not the size of the bet. It is easy to feel like a god after a big trade and increase the risk and get caught with your pants down. Keep the risk small and let the move keep you rich. You always need to stay in the fight. I caught AMD for a little over 40k and I relearded this lesson MSFT. But that's the way she goes!
I wish i had cash to buy Mastercard shares but i'm already in UBER, META, MSFT
MSFT has split many times though, meta hasn't ever split. Is next year the year?
This is why I own AAPL, GOOG, AMZN, MSFT, NVDA and META. I used to own TSLA as well until I found out that Elon was such a douche and well fuck him so I sold that shit.
I didn’t follow any of it. I bought some Alphabet a while ago because it looked undervalued (it’s up roughly 100% since then). NVDA has been too volatile in the past and I hate buying stuff that rallied so much so I didn’t even look at that, and AAPL and MSFT are basically the boring stuff you buy if you have no better idea: never really wrong but they’ll never a big hit, either…
NVDA is more saturated than you think IF AI doesn't fulfill their promises and expansion in near future. NVDA is already running on extreme hypes with contracts and sales that runs long in the future, but that doesn't mean they are actually guaranteed. Companies can break contracts with only partial damages covered if demand / need starts to drop or they can literally go bankrupt. MSFT has said they have more GPUs than they can get plugged in which they currently do not have the infrastructure for. No one is saying NVDA is going to get crushed by GOOGL, we are in *stock* forum talking about is NVDA likely to raise, or even maintain their 4-5 *trillion* market cap in the next few years. So you are saying you'd feel strong keeping a huge position in NVDA today? I don't really know if you are saying what you think you are saying. Everything you said doesn't even begin to justify a 3 trillion market cap, much less a 4-5T one.
Meta still has a better valuation than MSFT
Anyone else thinking MSFT might be due a small bounce.
ask MSFT or ABGO, how much they are charging their best clients for AI, I promise you it ain't cheap yet all the fortune 500 companies and more are gobbling it up. your logic is skewed.
META and MSFT carrying the market today
This always happen with all the stocks many many times over and over. GOOG 5 months ago, MSFT last year, NVDA too last year, etc, etc. They always come up with a bunch of bad news every single time to kill the stock and buy in. I see it as buying opportunities. Don’t buy the news, buy the stock.
Solid day for MSFT after a month of consistent losses
Port update: long IBIT, MSFT, NVDA, GOOG; short SLV, GLD, TLT
MSFT feels like a safe bet for recovery from recent dump, thoughts?
I don't DCA. If I like a stock and I want to put X% of my portfolio into it, I'll buy 5000 shares right then. I bought AMD... which is a bad example because in the 70s, it was obvious. But I DO regret this one. AVGO. I caught that falling knife at 170 and I had an experiance CFA who I'm friends with who... pushed AVGO on me(he also pushed NVDA on me in 2019, so I listen) but he said just watch everything Trump's saying... and keep monitoring. So that's the ONE time recently I guess I did technically DCA. I bought 4750 shares at 170 and then at 140... I went back in for another 5,000... actually, 148. My 2nd is I NEVER follow through on my exit points and I'll often take off a stop-loss if I think it's stupid. Like NVDA... I bought 1500 in 2019, 1000 in 2023 and I said if if it got to 1000. Then I said... if it gets to 143, I'm out. Then it was 180, then 210... and I'm still holding and I got burned on this in '22 when it went from 325 to 120. Fuuck... I also have a 3rd. Since '22, I've been in NVDA, TSM, AVGO, AMZN, GOOGL, META, MSFT and that's about 90% of my portfolio. I'm 100% of the people on here who does NOT think the AI bubble has even started and I'll 100% be the person on here talking about how I was going to retire and raise my kids so I didn't miss time with them and now... I'll be working until 60 like a regular poor. But seriously, 240, I'm taking 20,000 shares out of NVDA and just putting that aside into bonds. I'm only 39, but I don't... want to have to hear ethe "oh, you have time to make it up." I also just cannot sell after those earnings.
Does MSFT 490 Call hit or nah?
$GOOGL has pulled its EU antitrust complaint against $MSFT's Azure cloud after Brussels opened a DMA probe into Azure and AWS. Google says it still backs its claims about “anticompetitive cloud licensing practices,” but will now let the Commission’s DMA investigation run its course, per statements from Google and the EU regulator
Not in my opinion, we will likely see another rate cut, cool CPI, and decent jobs report; and GOOGL is still the cheapest house in an expensive neighborhood (AAPL 37x PE, MSFT 34.5x, GOOGL 31x) 15%+ growth. Technically overbought based on RSI, so I wouldn't open a huge position right now but might be worth getting a little exposure. I plan to hold GOOGL for a very long time though, so based on your strategy you might want to adjust your approach. I'm holding what I have now and will accumulate on any major dips.
bro assuming i'm a luddite when i just don't think meme stocks are anything other than meme stocks lmao QBTS achieved nothing. they have a long history of making misleading or exaggerated claims about their products that even the biggest quantum bulls recognize is a load of nonsense. quantum may very well be on the up and up with companies like IBM and MSFT that are actually generating genuine institutional interest, but the meme stocks like QBTS and RGTI that have no revenue and are dumping their stock on their own investors aren't going anywhere but down from here
bro assuming i'm a luddite when i just don't think meme stocks are anything other than meme stocks lmao QBTS achieved nothing. they have a long history of making misleading or exaggerated claims about their products that even the biggest quantum bulls recognize is a load of nonsense. quantum may very well be on the up and up with companies like IBM and MSFT that are actually generating genuine institutional interest, but the meme stocks like QBTS and RGTI that have no revenue and are dumping their stock on their own investors aren't going anywhere but down from here
bro assuming i'm a luddite when i just don't think meme stocks are anything other than meme stocks lmao QBTS [achieved nothing](https://www.reddit.com/r/QuantumComputing/comments/1j9mx2b/dwaves_claim_that_its_quantum_computers_can_solve/). they have a long history of making [misleading or exaggerated claims](https://www.reddit.com/r/Futurology/comments/260k3c/dwave_has_courted_controversy_with_its_claim_to/) about their products that even the biggest quantum bulls recognize is a load of nonsense. quantum may very well be on the up and up with companies like IBM and MSFT that are actually generating genuine institutional interest, but the meme stocks like QBTS and RGTI that have no revenue and are [dumping](https://www.quiverquant.com/news/Insider+Sale%3A+President+%26+CEO+of+%24QBTS+Sells+806%2C288+Shares) their stock on their own investors aren't going anywhere but down from here
bro assuming i'm a luddite when i just don't think meme stocks are anything other than meme stocks lmao QBTS [achieved nothing](https://www.reddit.com/r/QuantumComputing/comments/1j9mx2b/dwaves_claim_that_its_quantum_computers_can_solve/). they have a long history of making [misleading or exaggerated claims](https://www.reddit.com/r/Futurology/comments/260k3c/dwave_has_courted_controversy_with_its_claim_to/) about their products that even the biggest quantum bulls recognize is a load of nonsense. quantum may very well be on the up and up with companies like IBM and MSFT that are actually generating genuine institutional interest, but the meme stocks like QBTS and RGTI that have no revenue and are [dumping](https://www.quiverquant.com/news/Insider+Sale%3A+President+%26+CEO+of+%24QBTS+Sells+806%2C288+Shares) their stock on their own investors aren't going anywhere but down from here
Set my market buy on UBER and MSFT at open tomorrow. Now i sleep
The problem is MSFT put too much money into OpenAI when Google may destroy it in the near future. Whoever wins the A.I race will take it all. If Google win, then MSFT is fucked like the rest of MAG7 and so far Google is probably the one who have the highest chance of winning the A.I race.
I would like MSFT open to 505 tomorrow please
MSFT has far better portfolio than GOOG. The only difference is they aren’t making their own chip and they don’t really need to anyway
Pick a stock and go back to October of 2021 and then look forward at the price in January of 2023 which was a popular leap expiration then. Also look at the January 2024 price as those would have been issued in the prior month. Some stock were higher after two years but many were not or were not up that much. If you had MSFT you may have been alright. However if you had a lot of SPACs you lost your ass. You can guess how I know that. Go back to 1999 and do the same thing and you will probably find more that didn’t work out as that recovery was much longer. Not sure about the Feb 2009 drawdown.
Anyone in NBIS or MSFT calls for December?
Sooner than 2030. I see MSFT abandoning them and OpenAI struggling to survive by the end of 2026
!banbet MSFT 500 4d
I'll take the bet that's the opposite of most here. ChatGPT is not a chat bot. I can see a vision for what they are doing. I stand by they will be a hub through which you will do a lot for yourself personally and professionally. OpenAI and ChatGPT will likely have multiple revenue streams from ads, to revenue shares for transactions on their platforms, to interchange fees, to license fees, data sharing to other models, outsourced model creation and training for other industries, maybe even video streaming licenses, fees for personal assistants, and I can name more. Google and OpenAI are going after the same market, so I think Google has as good of an opportunity. But I'm not ruling out OpenAI. Especially because I believe that MSFT wants a Google like, consumer facing arm. MSFT missed that market years ago and they want it back with OpenAI. PS. Fuck Sam Altman. Just like the business.
NVDA, MSFT and other big names are just too big. For them to grow at a robust pace, their clients must find the money somewhere. Naturally, NVDA wants MSFT as a client, but they must also help fund growth for smaller firms so that they have demand for their products outside of the megacap circle. As for overcapacity, they must find enough energy to support this overcapacity. It does not look like a near-term risk.
>I think Burry claims is simply NVDA grants the shares as Stock-based compensation recorded in balance sheet using date of issuance price say 8$/share in 2018, while NVDA later has to buy it back at 100$+/share with share repurchase from 2018 till 2025. The SBC is about 20B while the cash spent on repurchases is 100B. All these occur while there isn't much reduction in outstanding shares (i.e. not much benefit to shareholders), thus essentially the cost of SBC is 100B not 20B. Not sure if you fully understand how this works or if you're trying to present Burry's skewed view. But stocks issued for RSU grants do not come from buy backs - they come from dillution. That's why during earnings calls you might hear the term "earnings on a fully diluted basis" - it accounts for all the additional shares that the board has granted that could be claimed in the future, such as RSU's. Simple example, board creates a new pool of 1,000,000 shares of restricted stock that will be used for new hires and refreshes for next 2Q. The stock will be granted if the employee meets the requirements and be part of the float. Or it will expire and not be issued if the employee does not meet requirements. It costs the company "nothing" in the sense no cash was spent - it only has the cost of dilution; every existing share is now a smaller slice. When NVDA buys back shares on the open market, those shares are retired to reduce the float. It's really the opposite effect - it makes each existing share a larger slice. But these are distinct levers and again one is using actual cash, the other is not. Oh and buy the way, this is how EVERY other corporation does it. These comments/tweets are just meant to prey on those who don't have deeper understanding. It's like the circular money argument - NVDA has sold near $400b product in past 3 FY. NVDA doesn't have anything near $400b cash to give to their customers only for them to give it back - so the money is coming from drumroll please... elsewhere. NVDA investments are miniscule in the grand scope. Just as MSFT invested "only" $13b in OpenAI, but valuation gains of OpenAI makes that investment worth $125b now. But hypothetically you can only buy $13b of NVDA GPU and Azure services with $13b - again in grand scheme it's drop in the bucket.
Psychotic grandpa talking about his friend to put 10$ in MSFT back in the day could’ve been worth 10k today he’s crying
MSFT Stock is trading at 29x Forward PE which is very close to Alphabet. I am more confident about MSFT earnings going forward and had sold Google in this run up for Microsoft. OpenAI losing their lead is a nothing burger. Why? Because sooner or later, OpenAI will release something that top benchmarks. Besides, Microsoft has hedged their risk by also adopting Claude in copilot. The money is in enterprise API. Hence, this is a good dip to buy
Every IT colleague and peer I have would jump ship tomorrow on Microsoft and switch to an alternative if one existed. But, it doesn't. MSFT has the enterprise world by the motherboard. There's a shitload of negative sentiment towards the company. But, stonks rise because of a monopoly.
I don’t understand the bubble. Yiu look at individual tickers and find which ones trading at a PE that it shouldn’t. And you will find it was TESLA and PLTR before and it is them today. AMZN MSFT NFLX META are either flat or down compared to 3 months, 6 months and year before. Google has risen but deservedly so. It’s still not overpriced but right priced. Smaller emerging plays like RKLB UNH NVO ASTS across the sector has had significant pull backs. That AI bubble impacts certain companies which went up on OpenAI news and to me that’s not a bubble but just a wrong read on the situation. For me, I am semi conductors completely and anything that has touched OpenAI, for everything else, I am all in. My big play now is 6 months calls on META NFLX and AMZN .. along with 2 year leaps on RKLB NVO and UNH .. and there’s Goog With 2 year leaps but that is at 30% of my account now. So all other are noises. Even if there is pullback, I think GOOG will come back to this.