Reddit Posts
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
Anthropic S1 - solid Growth. Encouraging direction..But ... Extreme Client Concentration and $450 Billion commits: The hidden operational Debt anchor
Anthropic - solid Growth. Encouraging direction...can they be the Google or SpaceX of the market?
Anthropic S1 - solid Growth. Encouraging direction but what about valuation? Inside Anthropic's Pre-IPO Financials
Anthropic S1 - who is ready to Buy the absolute top of the AI hype cycle. Inside Anthropic's Pre-IPO Financials
Dell is up over 200% in a year while almost everyone actually buying the racks has been getting smoked
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Forget the distractions, the AI trade hinges on Metas earnings report this week
We have now entered the next phase of the AI super cycle and here are the likely winners and losers
MSFT options collar: Avoiding constructive sale designation and understanding if strategy is sound.
If you had $100k to put into just one stock, what would you pick?
How do you think about holding concentrated positions after big gains?
The AI capex boom is increasingly a bet on AGI, not current economics
Bearish thesis on Microsoft ($MSFT): My DCF model indicates extreme overvaluation due to AI capital intensity. Tear my assumptions apart.
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
3 ways to invest in OpenAI and Anthropic (pre-IPO)
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
Microsoft - Going Long / Burry is going Short
I Bought MSFT, Betting Against Michael Burry
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Apple-Microsoft Correlation Analysis and Option Strategy
My Earnings IV crush story on MSFT and sharing October data
Apple and Microsoft Correlation Analyses and Option Strategy
AI Rotation from Harness to Model: How To Play It
$NOK & $MSFT are Bringing Agentic AI Into Telecom Network Operations
Why so little discussion on the capability of AI models in investing subreddits? Isn't it the most important question right now?
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
44k from META since selling MSFT a month ago
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Value / Margin of Safety Stocks to Consider?
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
Nebius ($NBIS): The Catalyst Set to Explode Tonight at 18:00 ET
Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?
With most 13Fs released, here are superinvestors' top 10 buys from Q2
Made $375k CAD day trading using margin in 60 days
MSFT has accepted delivery of IREN's 50MW Horizon 1 facility
$IREN delivers first 50MW Childress Horizon 1 facility to $MSFT
First ever closed trade on moomoo, and it's a solid win thanks to Microsoft
I'm deciding to sell NASA (tema) etf for tax loss harvesting, since I made around $300 in profit so far in 6 months. Should I do it or no? Needed thoughts.
Put ~$1.17M into MSFT. 29 days later walked away +$340K. 🫡
Ban bets Nintendo to $16 EOY and MSFT to 500 (when it was at 367) guy here. Ban bet to $25 by EOY.
free tool where you can enter any S&P 500 ticker and compare its historical performance
Mentions
And with 15% higher profit margin and much lower P/E than MSFT
how the market reacts is close to a coin flip. If I had to pick I'd pick GOOGL, which is about down 5.5% over the past month. MSFT is about up 3.7%. GOOGL heads into the report with expectations already lowered, while MSFT has run up into it
Calls on MSFT and GOOGL?
comparing PE between the two as justification is funny because GOOG normalized PE excluding special items is the same ballpark as MSFT, maybe even higher.
idk, last time ppl were that bearish on a MAG7 was MSFT in july and I still remember selling my calls just to see them do +1000% the day after
they love NVDA, MSFT and AMZN
\*All close our calls on a small drop then MSFT and Google earnings pump it to the heaven for the next 2 months
MSFT going to follow META? Or flat and boring?
Their SEC filings Read some of the Forms 10-K and 10-Q and look for the section called risk factors All these company have a blurb how their infrastructure investments could fail to be profitable From MSFT 10-K >Demand for cloud-based and AI products and services is evolving and difficult to forecast. Overestimation of demand or misalignment of capacity investments may result in underutilization of infrastructure and may lead to impairment of assets on our balance sheet. Conversely, demand exceeding available capacity limits our ability to meet customer needs in a timely manner. >The cost structure for AI products and services is subject to significant uncertainty, including with respect to model training and inference costs, the availability and pricing of components, and energy costs. If these costs increase, remain elevated, or fail to decline, or if pricing for AI products and services declines as a result of competition, commoditization, or other market forces, our margins, financial condition, and results of operations could be adversely affected. Now you can argue this is just standard boiler plate legal talk that is required for any new investment or product line. However if you look at the past 10k their risk sections have grown after the AI craze . However its right there in their SEC documents.
Big Softy MSFT dippin on Gate's birthday kek
Google is just recovering from a 6 month low, MSFT is at all time high, obviously MSFT makes more sense to short. But this market is retarded and the obvious plays rarely work. That was the joke.
MSFT out of compute in datacenters, fully leveraged, laying off 60k hoomans
How much do yall think MSFT will go down? REALISTICALLY
Got both MSFT and GOOG, am i fuk?
Enterprises pay for it so, MSFT does not really care
MSFT announced they are "retiring" 25% of its workforce.
have a feeling these GOOGL and MSFT earnings this afternoon aren't gonna amount to much. (and then SPX +2% tomorrow and on for two weeks)
I think GOOGL will have a better stock move after this earnings, less down or more up than MSFT. MSFT is currently sitting at 30PE and any miss will hurt then more
$MSFT dumped more employees, they gonna run out of humans soon
This easiest check would be to look at what the fund holds. For example, SCHD (about 100 stocks, as of Oct 24) has none of the mega caps, no NVDA, Apple, MSFT, Amazon, Google, or Meta, which is most of SCHG's top ten. Not AI free though, TXN and QCOM are both over 4%. Funny part is the MCP market data server I tried had SCHD's full list but nothing for SCHG, so I got that side off a finance site.
if GOOG/MSFT blast with the earnings tonight its gonna pump tomorrow
GOOG and MSFT, please financially reward me today for being retarded 🙏🏻
Thoughts on MSFT earnings tonight?
Holding GOOG, META and MSFT, this is the chart I keep coming back to before tonight's numbers. I'm fine with capex running above cash flow for a few quarters if cloud backlog keeps growing alongside it. The real question for me is whether revenue shows up before depreciation starts eating into margins.
Normies have no idea today is basically the lynchpin for our stock market the next 3 months. We need: Hold (with a nice dovish speech) MSFT to show profits and keep up capex GOOGL to show positive cashflow (or increased revenue + spending)
I thought about switching them but AAPL's devices are unparalleled and MSFT is just...idk maybe it is too big to actually fail but I wouldn't be surprised to see it lag the others. they're just so clunky and they don't seem interested in the end user at all
GOOG/AMZN/AAPL: yes META/MSFT/NVDA: maybe TSLA: lol
my rating of the mag7 for the future top tier: GOOGL/AMZN 2nd tier: META/NVDA/MSFT 3rd tier: AAPL 7th tier: TSLA
the goats are: NVDA GOOGL MSFT META AMZN. aapl is the closest outside of them
As much as i hate to admit MSFT prints money like a diligent worker. They've been raising dividends for like 22+ yrs now iirc
Inshallah happy FOMC and GOOG MSFT day
NQ will whipsaw 30k and bull trap some people who is stupid enough to buy into sellers who want to derisk ahead of fed and MSFT/goog earnings
MSFT gonna have a biggly rocket up like last earnings ?
FOMC Interest Rate Decision Policy Statement - 2:00 PM et Fed Chair Press Conference Live Briefing - 2:30 PM et Alphabet / Google (GOOGL), MSFT, ServiceNow earnings: After Market Close - ~4:00 PM et
Selling my MSFT stonks, everything has sunk during earnings.
Thoughts on GOOG and MSFT going into earnings?
You're flat out wrong. Vendor financing occurred back then and was even worse considering that could be their only revenue and that propped up valuations. Lucent and Nortel got wrecked due to it. Cisco failed to fully recover until recently. Googl, MSFT, and AMZN with even with their crazy AI capex would take less than 2 years to pay off if they just stopped investing in AI. MSFT even has positive cashflow. Not saying all golden...looking at CoreWeave; but all the major players are generating actual cashflow even before AI and would continue to do so even if AI just died off.
Not early but definitely not bubble yet I cant wait tomorrow MSFT earning since im neocloud bag holder , tomorrow very important to me 🥹
In late July the retard starting yelling "Tariffs! Tariffs! Tariffs!", which took effect the 24th. But a few days later MSFT and AMZN reported qtrly earnings and yelled "AI! AI! AI!" and mooned the index with them
MSFT would jump at least 3% if they brought back clippy with copilot
The most boring port; BRK.B, MSFT, NET, OIH, XLP
please stop mentioning it oooooo MSFT everyone look at MSFT and AAPL yayyy
Goog calls, Amzn calls, MSFT calls
Well, it worked for MSFT and NVDA going long. And META. And AMZN. Works until it doesn’t I guess.
Interest rates cut tomorrow. 🥭 resigns. GOOG and MSFT kill earnings. Market goes PARABOLIC
80k goog with 8k in calls and 30k MSFT with 16k in ITM calls
Think they'll be some profit taking before FOMC and GOOG, MSFT earnings, I'm grabbing a few SPY puts to hedge my long calls
I’m so fried, I thought GOOG and MSFT were today. Took massive losses in the past week ugh
MSFT’s chart looks like an adult while all the others look like volatile children
MSFT GOOG gonna shit on double beats too.
AMZN, GOOG, META, MSFT. When blue-chip trillion dollar companies move 2%+ daily you don't need to trade anything else. Just leverage up and give yourself time to be right.
"AI" describes what the tech is today: software trained to do tasks. "Superintelligence" is a different, specific idea: something smarter than humans at basically everything. Nobody has built that yet. Even the labs racing toward it say it doesn't exist today. So renaming AI to "SI" is like renaming every Honda Civic a "Formula 1 car." It sounds bigger, but it doesn't change what's in the garage. For the market it changes nothing. NVDA, MSFT and GOOGL earnings don't care what the government calls it.
After MSFT and GOOG, now its METAs turn to be dogshit for 6 months
Can some explain why MSFT is in the shitter today...
My understanding of the whole situation: 1. Big Tech (GOOG, AWS, MSFT) offloads Anthropic's investments at this IPO and make profits. This is the maxima, Big Cash Balance, Promotional compute costs before actual rates kick in. Revenue seems like its growing like no end. Cannot be a better moment. 2. Big Tech (GOOG, AWS, MSFT) gets guaranteed revenue commitments 80B/yr for next 10 years till Anthropic is Bankrupt. Right now their margins are on compute lease. Anthropic 131B sitting cash is going to flow directly back to Big Tech accounts. 3. Big Tech (GOOG, AWS, MSFT) replaces Anthropic's top customers when they deem fit. All major revenue for Anthropic is enterprise, which the Big Tech very well knows how to service. Customers want Intelligence not Claude. Big Tech will make a lot more margin by removing the middleman (Anthropic) as the intelligence provider. In next 2-3 years they will make both compute lease and intelligence margins. Anthropic cant do shit and have to pay regardless of compute use. So in the end Big Tech is going to make a shit ton of money. The events are sequenced in a way to maximize profits from the 3 channels without much risk. Anthropic is a dog of a company and a facade. There is no MOAT. You heard it here first.
If MSFT somehow isn't mooning this week, I'll never trust this sub's stock advice again
Someone lend me some money so I can dump even more cash into MSFT
Did you really just enter MSFT now or are these old positions? Not saying it’s bad but it’s already had its big run.
$MSFT another round of layoffs
GOOGL makes sense. DRAM, I would rather buy Sk Hynix and MU separately. DRAM ETF has few shares and a lot of synthetic Total Return Swaps with Nomura and Goldman which will eat into your profits. I would also buy more SK Hynix than MU because Sk Hynix has half the P/E of MU so it has more upside. MSFT I actually sold already. It went up more than 50% in the last couple of months so i think the upside is limited for now.
Wow you're so brave investing in MSFT and GOOGL
Think this is going to go exactly like SPCX, rip up drop violently settle and then start to slowly trend upward. Will buy a put as soon as options trading is available and try to trade volatility short term. Ultimately I think for the labs they spent too much to get it up and going. Google and Microsoft are coming to collect in the form of the frontier models. If you can do print(“hello world”) you understand how powerful these tools are and continue to become. Bullish on AI, not bullish on Anthropic existing forever especially in this loss generating state. I also think older models are staying relevant longer, codex 5.6 sol medium and high are insanely capable especially if you know a little bit of software. Also this shit can teach you how to write basic software and then you can layer it with increasing degrees of complexity. MSFT de facto laying off 27% of its workforce is an extremely bullish sign for what these tools are doing internally at one of the most important companies in the world. Also Apollo and my former boy Torsten lying about AI productivity and then his firm buying $40b of AI components is another bull flag. Semiconductors let that shit go to 0. The big 4 are in a race to the bottom to build the God AI. Negative FCF at Meta now, bullish on AI but the market is extremely volatile and I think trying to trade the up and down moves is the move right now.
I remember all those folks who said GOOG was Yahoo or OpenAi roadkill last year. Same 🌈🐻 types were saying MSFT was earlier this year with SaaSpocolypse. OP themselves said they uninstalled windows but never noted WTF they use now. Just like how folks were saying AI will disrupt MSFT, AI/LLMs will make Linux easier, how folks will reverse engineer windows before improving it with AI, and the business model is dead while typing from their windows OS. If you go to r/PCmasterrace and r/piracy then you'll see they don't LOVE windows, but everyone there is out to get SONY. I own both btw. Pretty happy with both.
Ah yes I completely missed how the entire revenue of MSFT comes from u/street_nintendo and how revenue is now going to collapse due to the breakdown of long dated contracts, vertical integration, and stewardship of MSFT.
$MSFT doing another round of layoffs
TLDR I can see either AMZN or AAPL buying RDDT to become a tech/social media conglomerate like META, MSFT. and GOOG are.
It’s something that’s always been a black cloud for ZM, yet they’ve grown to $5B ARR. I think it remains a challenge, but I’m encouraged by MSFT integrations which shows at least some enterprise customers want to use ZM and MSFT suite. What’s been more surprising to me is seeing RNG and FIVN YTD performance, which could be a signal that AI use cases increase UCaaS TAM’s.
MSFT Earnings :shrek: AMZN Earnings :shrek:
GOOG, AMZN, MSFT, SK Hynix, SNDK earnings in the next two days and everyone knows they will blow it out of the park. The drop in the previous weeks was fake FUD.
not good that MSFT is giving a 1/4 of it's workforce the *option* to take a voluntary severance instead of forcing a layoff? Can you explain how that's "not good"?
Here's what options are pricing for each report, as of Monday: \- MSFT ±5.2% (10-yr avg move ±5.3%) \- GOOGL ±6.0% (avg ±6.6%) \- AMZN ±7.8% (avg ±7.7%) \- INTC ±9.7% (avg ±9.8%) \- SNDK ±10.3% (avg ±13.3%) Four of the five are priced almost exactly at their historical average move. The market isn't expecting anything unusual from the biggest week of the quarter. SNDK is the outlier: it's priced about 3 points below its own history. On Intel Thursday: Pelosi's husband holds 50 Jun 2027 $50 calls ($250K-$500K) plus 10,000 shares ($500K-$1M), both bought Jul 24. Filed in August, so it's public. He's positioned long-dated, not for this print. Observation, not a recommendation. Size every position so that a move twice the implied one doesn't take you out. [https://disclosures-clerk.house.gov/public\_disc/ptr-pdfs/2026/20035143.pdf](https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/20035143.pdf)
Buying EOW QQQ Calls - GOOG & MSFT are going to pump this market Source: Trust me, Bro.
As someone who just invests in LETFs, only go in when an upswing is practically guaranteed in the short to mid term after a hard drawback. Seems you bet the farm on NBIS just after the peak. MSFT and GOOG on the other hand were free money a while back.
MSFT guidance and earnings report must not be looking good if they are trying to let go of 60k staff members
Remember earlier this year when $MSFT went down everyday and that's what everyone would complain about? That's where $GOOGL is currently.
All those mouse-jigglers would have plenty of MSFT vested stock with them. They're not joining "the trades". They're going to join "the retards".
Ive got 30% of my portfolio in MSFT up 53% should I sell before earnings?
market brushing off MSFT news lmao
sell my MSFT stocks (32% up) and buy ASTS (64% down), noted, thanks mate
Considering a 0 DTE straddle on the SPY for 1:45 Wed. Waiting till after earnings to sell covered calls on my MSFT shares. I suspect they pop given MSFT's financial engineering results last earnings.
I have one... I come here every morning the get an insight from the very first post I read. Today I'll sell some MSFT and rotate to whatever is down on my portfolio.
Calls for the melt up tomorrow and spike Wednesday morning after infrastructure earnings, flip to puts during FOMC and ride those to close as people unnecessarily freak out, then back to calls for MSFT and GOOGL as people realize there can be profit from AI and ride that gap up all day Thursday, through AMZN earnings, into Friday morning. Then end on puts as it all settles in, we remember we're fucked, and may as well take the profit. Just before close, atm calls for Monday morning
This week is stacked as fk. FOMC and MSFT GOOGLE AMAZON earning. I may need some protective puts .
tbh what you are describing is basically the same as MSFT earlier this year where everyone made fun of it , until it decided to say fuck you and ran from \~380 to 490
Mixed signals this AM. KOSPI gapped up but faded to close. Oil up. VIX down. Futures red. Looking like a sideways day for Tuesday heading into FOMC and GOOG/MSFT earnings Wednesday.
Be interesting to hear the spin on the 60k voluntary exit move from MSFT...
Yes. Why MSFT was way up yesterday.
MSFT is laying off 25% of their people. Yes theta. But I would certainly not be a long-term investor here. I rebalanced to 100% short term US treasuries (since they won’t default on those) and will just let them roll off my balance sheet until the market’s down 80%…could be 6 years, but you and I both know ain’t know way they’re gonna let the hardworking investor win in this country
Any MSFT employees here? It don’t look good dogs.
Bloomberg quoted MSFT CPO said they expected less than 30% (of those 60k) will take the offer.
MSFT and GOOG just announced they’re going to have sex with each other. Both stocks up 94% after hours.
I’m confused. Trades as in taking MSFT off my hands?
It's actually spooky. We could kick off another 3-4 month bull run if MSFT and GOOG print insanely positive numbers and the market fixates on that. And it's funny that its even a possibility given how IranWar/Inflation/Pedophile/Oil+$100/warTariffwar everything else is. That or else the market is like "Capex, Yikes" and everything that isn't Costco/WMT/AAPL has a -30% week and we immediately go into recession. It gives me the jitters how hard things could swing off of one week with some quarterly earnings and a fed meeting.