Reddit Posts
Holographic/VR/AR Industry Development Weekly Report, Week 23
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??
OpenAI confidentially files IPO paperwork
I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?
AI bubble to pop soon because of SpaceX IPO?
Meta weighs big equity raising after blockbuster Google deal
Comparing Cash Flow Valuations Across Leading Tech Giants
Big Bucks, Bigger Bets: Who’s Winning the AI Money Pit?
Need this MSFT call to go well. Broadcom has ripped me
Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
AMD’s price has massively detached from forward earnings expectations
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$NVDA and $MSFT have great moves coming forward
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
The SaaSpocalypse is over - 50k+ in gains on SaaS Names
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
Held MSFT, wonder how much I can squeeze out of this. The itch to sell is real.
SaaSpocalypse > SaaSdemption - back to ATHs? Including MSFT
Beyond the Hype: My "AI Meets Atoms" speculative basket
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Where's that college kid who bet MSFT would be at 450 in august
I am sorry about my previous dd calling the top: I was wrong. But there is more to the story
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
Ultimate DD: MSFT is the best stock in the word because they OWN ALL OF YOU
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
MSFT + RDDT: THE BOUNCE IS BACK, REGARDS
Guess the point where I enabled margin and started playing with options. 🤔
Many of you wanted to know my next move: You should probably short META
It’s SO fair! I LOVE you all I LOVE you all!
Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
It’s not fair! I HATE you all I hate you all!
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Can someone explain the investment thesis behind space stocks?
MSFT will make bank off of OpenAi IPO. Simple math
Experiment to explain regards to stop losing money on earning bets using weeklies
MSFT looking attractive after this overreaction selloff
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
Why the app you’re using should be a stock you own ($RDDT)
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Back to back days of huge volume in MSFT after hours…
AAPL at $302, 36.6x P/E. Can AI justify the premium?
This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?
big tech's $350B AI capex is returning about 18 cents on the dollar
I have been buying up MSFT and NOW for the past 2 weeks. Microsoft sitting at such a low PE was crazy
I tracked recent Congress stock trades - here are the most actively bought stocks this month
Fired my old fart financial advisor, stopped swing trading, started taking profits, started buying the dip (PT. 2)
Tech strength today looks concentrated in semis and mega caps
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Pigeons are pooping right $NOW and $MSFT won’t allow red days or red meat
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Holographic/VR/AR Industry Development Weekly Report, Week 20
Mentions
Everyone on reddit is a dick with sarcastic replies, as if they were never once new investors, so I'll try to give you a straight answer. This happens. Markets go up and down. Microsoft is a great company. It's not going anywhere. Chances are in 5 years, it'll be much higher than it is today. Problem is, you need to be able to stomach the ups and downs. If you can't, just buy an index fund like VOO. But, if I were you, I would hold this position, and start building a new position in something like VOO and not look at or touch MSFT for 5 years. If you can't, then just sell, cut your loses, and take the $4000 loss as a hard lesson learned that single stock investing isnt for you.
You will be fine. You've bought below the 400 day moving average. Unless you are worried MSFT will go bust (and it isn't) - you will be fine.
MSFT bag holders, when will you release your bags and free yourselves ?
Bought 305 shares @ $413, I cash in on MSFT volatility pretty often, but if I miss the mark (like I did this week) and the stock goes lower than expected, I check back once a week and just watch what it does. Sometimes I average down if I have cash available. Dude the only reason I would ever exit a position in the red would be if there was another opportunity that I was ABSOLUTELY sure would not only cover my losses but make a profit as well, and how many of those opportunities are you really that sure on? If none of that helps then think about this, there are a lot more people who are smarter, and paid much more money that depend on MSFT performing well, you aren’t the only one 😂
Oh so MSFT can go lower 🤣😭 Just file for bankruptcy at this point
You bought it with the long term intent and are letting short term noise dictate your emotions. Nothing has changed about MSFT’s fundamentals so why are you worried? Delete the app and come back in a year or better yet buy more at a discount! If you liked it at $420 you should be loving it at these prices!
Don’t let that MSFT pop just now fool you; that was me being assigned shares at $410
The only thing promised about tomorrow, is MSFT closing red
!banbet MSFT 650 dollar dec 2028
MSFT does not discriminate fking bers and buls
Welp my MSFT puts might not print 🥲🥲🥲
In the last couple of months we had a big handful of stocks doing 200%+ and now nobody wants to own a MSFT, APPL, GOOG, doing 15% a year because "they're spending too much on AI", like thats a bad thing.
MSFT trading at the same level it was at in Jan 2024 LMAO!
I think more for AWS, MSFT cloud, CRM
MSFT has entered the chat
Until the AI cap ex hyperscalers run out of cash, I prefer to bet on $EWY (Samsung, SK Hynix) over the Mag 7. I would rather own $SOXX over every company listed above as well. But since we get a choice in the markets, I'll buy the Korean stocks trading at half the valuations than the $SOXX stocks. Now once $META, $GOOGL, $MSFT, or $AMZN announce a cut to cap ex spending then the AI circle jerk bubble is over and the 5 AI hyperscalers you listed above become buys again. But it's always a better bet to buy the stocks receiving more cash than God over owning the stocks spending more cash than God.
I got some puts in MSFT and SMCI other than that I’m cash 🙏🙏
Oracle plans to do a stock dilution. Google --> Meta --> Oracle --> MSFT next?
ORCL better see huge ROI soon. Despite their huge capex, the other hyperscalers still have sound balance sheets (it's normal to have slight net debt position) and manageable cash flows given that this is close to peak capex. ORCL sticks out like a sore thumb here: | Company | Net Cash | FCF (TTM) | |:--|:--|:--| | GOOGL | +$36.36B | +$64.43B | | MSFT | +$21.31B | +$72.92B | | AMZN | (-$66.80B) | (-$2.47B) | | META | (-$5.59B) | +$48.25B | | ORCL | (-$124.30B) | (-$23.69B) |
Jesus Christ, they better see huge ROI soon. Despite their huge capex, the other hyperscalers still have sound balance sheets (it's normal to have slight net debt position) and manageable cash flows given that this is close to peak capex. ORCL sticks out like a sore thumb here: | Company | Net Cash | FCF (TTM) | | GOOGL | +$36.36B | +$64.43B | | MSFT | +$21.31B | +$72.92B | | AMZN | (-$66.80B | (-$2.47B) | | META | (-$5.59B) | +$48.25B | | ORCL | (-$124.30B) | (-$23.69B) |
Some of u may not know. MSFT is fking shit
Why does WMT & COST have a 40+ p/e, double the P/E of MSFT and other tech giants who are literally poised to take over the world? Are we pricing in an apocalypse where computers cease to exist and we go back to a bartering society? Or is this just market pressure so institutions can load up before we go full blown AI dominated world?
ORCL with a great beat, but raising capex via equity offering and debt. So demand is there, but now Google has set precedent with diulating shares to raise capital. Possible we see MSFT, AMZN, and META doing the samething during their ER next month.
Sold my MSFT for GLD Watch Msft moon now
NVDA under 200 MSFT under 400... Truly the end of times
Just bought back a MSFT leap I sold a couple weeks ago for a big profit. Am I retarded? You bet I am.
MSFT is on its 10 consecutive red day lol
If ORCL drills, it’s going to take MSFT down with it
60 drop for MSFT in a week. Wow
Ah yes let's throw another -.30% drop on MSFT in 90 seconds why the fuck not
Carrying my heavy MSFT bags just makes me stronger (Pls V)
I would like to sell my MSFT shares. Any buyer here?
Yeah literally the second we ticked over to June the machinegun fire started getting unloaded into MSFT's chart
Honestly...I never thought it would be MSFT and GOOGL that kills me.
man I thought we were in a bubble but there's no bubble when forward PEs of Google/MSFT are are like 25/20.
My portfolio became red YTD so I totally missed the Iran war dip thanks to MSFT. Mega cap stock my ass. Fucking trash
This morning, some people unironically thought MSFT could have a green day.
MSFT bros, give it up. Come join us in Apple.
ORCL goes down. MSFT goes down ORCL goes up. MSFT goes down
MSFT why are you doing this to me 🤬🤬🤬🤬🤬🤬🤬🤬
MSFT saw the dump and got fomo
Ok sold a MSFT call for a GOOG call so watch GOOG fall even more now sorry y'all
Why doesn’t META get as much shit as MSFT?
Sixk of MSFT dragging rhe markets down with it...
I’m gonna do something really fucking stupid if MSFT keeps dropping
Every news "MSFT stock slips" yeah no shit
NVDA > MSFT > GOOGL > NBIS > MRVL > ORCL > MU > HPE > Everything Else if you are just looking at tech.
Apart from Memory and Ai infrastructure market has been weak vs fundamentals its not that strong a bull even before last week it should have been just getting started. Look at Nvidia all time and vs earnings same with Meta MSFT ect. Only reason Tech indexes went up alot was because they were retard low levels in late March so its abit anomalous using late march to June run as a bull market. Good thing is this pullback is good for more upside and higher prices than ATHS on alot of tech stocks.
Just dumped all my MSFT and META, buying back in when they are 20% lower. These pieces of shit won't be going up this month
Chat do I add a MSFT leap here? 🤔
If you were not part of the bull run you should not be part of the pullback. Looking at you MSFT and META
Okay that is it for me. Bought more 6 month out calls for GOOGL, MSFT and AMZN. I will come back in a week after vacation. Hopefully I am not homeless when I get back.
#Microsoft is only down -0.7% which is basically green for MSFT LMAO🤌
MSFT yearns for the red 🟥
Very cool dropping -9.65% in 10 mins MSFT!!!
For once MSFT not being trash
I don't understand the stock market at all. Trying to predict how much money a company will make? But why? Who cares if GOOG makes more money than MSFT and why should that affect the stock price? This would only matter if every stock traded at the same multiple and metrics but they don't. What makes a stock more valuable than another is just what the next retard will pay you for it
Me: Damn, MSFT, I need +5% day from you to breakeven on my calls. MSFT: What do you mean, I can't even stay green!
Sick me too on IBM, MSFT, HPE and Palo Alto all down 30-40% lol
Can't believe they wont let MSFT go green... that's so mean!
I lost money on MSFT. Then I lost money on META, now I'm nuking my port with poorly timed GOOGL calls. I'm the king of the bag 7 apparently
Lets go MegaHard, your time to shine MSFT
How about MSFT …. It’s down 20% in a month
MSFT AUG CALLS (post July earnings) You’re welcome.
I hate MSFT with every bone in my body. Idk why I even bother to short it lol, ofc it chops pos
People comolain about MSFT and it goes up when I have puts. Yes
Should I sell MSFT and just cut my losses? It is down 2% on me, average 410.46 Appreciate comments
Surprisingly MSFT is not getting clapped to hard today lmao
MSFT puts theres no way this holds
Yes MSFT, go up when I Just did a put fucjing piece of shit stock
Time to remove META/MSFT from the mag7
I want to believe but MSFT can't catch a bid. Ever.
I'm going all in on MSFT puts
SPY is calling MSFT, yo ur late we’re going down today
I wouldn’t doubt NVDA or MSFT that much
Exactly.. META is dead, at least MSFT still has signs of life and potential
I don't have any money left to put into SpaceX. Bagholding MSFT as long as it will take.
Need MSFT to retest 397
All the blood, sweat and tears spent bagholding MSFT with nothing to show for it.
Really ready for MSFT multiple expansion. To the moon.
Both have been horrendous lately. I guess I understand the MSFT sentiment but no idea what is going on with Amazon.
MSFT is green, I repeat MSFT is green Scientist furiously checking pages on clipboard in lab “this is… impossible”
Alright MSFT flipped red we can pump now
Thought MSFT was going green..... but no!
MSFT will never see a green day again
I don’t own that crap. I have enough with my MSFT leaps
MSFT MAKING A .03 CENT RUN UP. WE SO BACK BBY! (oh, its down again, false alarm)
MSFT Green .... This is not a drill we have MSFT Green
The only red on my watch list is MSFT