Reddit Posts
That is all i need to know about SPCX
New midweek expiration dates getting approved by regulators
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
Mentions
Good thing MSFT pumped out enough red days in the last month to last them for the rest of the year
I put $100 in MSFT yesterday and am now up 0.60
Do you think ppl will buy MSFT because they will confuse the news about Fable 5 from anthorpic with the video game series Fable, that just released a new 30mins demo the other day?
Not to mention the treasure trove of data MSFT has on all its customers. You think they’re really not going to leverage that when the opportunity is right, then you are too short sited.
MSFT’s AI spend ratio is lower than some other big tech: https://isaiprofitable.com/
I'm going to close my eyes and by the time I open them a month later I better see MSFT at $500, I will genuinely cum
Anthropic being blocked by govt. MSFT calls
MSFT has been fucking me for weeks
How will this affect my MSFT shares?
Oh shit MSFT might only lose like 3% this week
Not quite as confident as that but I'm still holding my MSFT and I also have Google. No reason to ever sell either in the medium term as far as I can see. MSFT has been done dirty, no doubt. They print money. The markets did this shit to AMD a couple of years ago.
Word. I’ll be buying more. I think MSFT survives AI better than just about everyone. I maintain that MSFT is the same play as Google 18 months ago and that one netted me 80%.
out of all the stocks how did I end up picking MSFT, and why did so many of y'all losers do the same thing
I bought MSFT at $44.26. I'm currently holding, up 782.91%
Let me know when there's any good new for MSFT please. I'll wait here.
Or the sports world equivalent of holding MSFT stock
I've bought MSFT when it was like less than $50, yrs., yrs. ago. Unfortunately, I DCA'd since we didn't have much money. I ended up with less than 100 shares. Never sold. Still holding.
Imma go full on value investing come next week. MSFT, CRM, ADBE, META etc.
My MSFT holdings is whatever proportion of VT it is.
MSFT has been a frag on my portfolio for more than a year. Meanwhile AMD goes up more than 4x at the same time. I hold both and my AMD position overshot my MSFT position.
!banbet MSFT > 399 June 15
MSFT is like a giant battlecruiser. It often takes them a long time to get pointed in the right direction, but once they do it’s easy for them to get there with their mountain of cash, R&D staff, and pre-existing vendor relationships with pretty much everyone.
This sub lost plenty of money on "serious" shit that was peddled here in the top posts Disney, Paypal, Dkings, Peloton, PLTR(Pre-2022 crash), Intel(pre2021 crash), now they set up themselves to baghold value trap garbage like MSFT, ADB and NOW.
#Next week MSFT will crash and burn so badly LMAO🤌
MSFT wants to rip later
$2.27T is wild but comparing it to AAPL/MSFT is the wrong frame. Those are mature cash-flow machines. SPCX is closer to a three-business stack at very different stages: – Starlink: recurring subs, probably the chunk closest to "real" valuation math right now. – Launch services: high margin per mission but lumpy, hard to slap a clean multiple on. – Starship: pre-revenue option value. Worth a lot or nothing depending on the next 24 months of execution. If you do a sum-of-parts honestly, most of that $2.27T sits in option value (Starship execution + Starlink scaling beyond consumer). That's not "overvalued" or "undervalued", it's "you're paying for execution risk on bets that haven't fully played out yet." Pricing the bull case as base case is the actual risk, not the headline number.
Money rotation from MU and AMD into MSFT next week
I am a former MSFT engineer. Starting from about 2023 and continu from the bottom up is burned out, morale is through the floor. Stackranking has returned and there are constant threats of layoffs, but now they’re even worse because they are not actual layoffs with severance, now fire “for cause”, citing performance, when they need to layoff people. Constant reorgs because of people leaving then managers only having like 3 reports remaining on their team. There is a divergence in visa dependent engineers who are stuck, while citizens/LPRs who often have more established skills and experience, vote with their feet to leave. Yes they have some cash cow products and entrenched lock-in but they are killing their ability to innovate in the future, as well as giving up on entire product lines (gaming). I dumped most of my MSFT holding and it is now only 4% of my account. I maintain exposure though VOO/VTI but I no longer want to be overweight in it. I reached my “limit” with MSFT not as an investor but as a burned out senior engineer there, and it makes me not want to hold it as an individual stock long term.
Imagine holding MSFT/META when QQQ is outperforming. Goes to show picking stocks is complete bullshit and luck
Holy fuck MSFT finished green!?!
I dunno—having used Windows and MS Office for longer than I care to admit, every dime I’ve spent on those in the past … oh, say 15 years has been a colossal waste of money. To be honest, I added to my MSFT position earlier this year, and I’ll pick up a few more shares if it drops to 350-ish. They’ve got other segments, certainly, but I think their legacy software is way overdue for some disruption.
I am a former MSFT engineer. Everyone from the bottom up is burned out, morale is through the floor. Stackranking has returned and there are constant threats of layoffs, but now they’re even worse because they are not actual layoffs with severance, now fire “for cause”, citing performance, when they need to layoff people. Constant reorgs because of people leaving then managers only having like 3 reports remaining on their team. There is a divergence in visa dependent engineers who are stuck, while citizens/LPRs who often have more established skills and experience, vote with their feet to leave. Yes they have some cash cow products and entrenched lock-in but they are killing their ability to innovate in the future, as well as giving up on entire product lines (gaming). I dumped most of my MSFT holding and it is now only 4% of my account. I maintain exposure though VOO/VTI but I no longer want to be overweight in it.
So AI is too expensive for META and MSFT but semis and memory keep going up?
MSFT is a staple stock for many wise investors. I strongly believe that it will be around $550 by the end of the year. Great time to load up!
MSFT will have the greenest week ever while everything else dies
I'm a bit tempted to buy leaps on MSFT or AMZN. Uber looks interesting too.
Money rotation from AMD MU and SNDK into MSFT next week
People here are too obsessed with Iran war. I am telling you now a new AI crash is coming next week and the real reason is the cost of AI tokens. Look at Meta's announcement today about AI tokens. Same for MSFT a few weeks ago. More companies will announce a similar thing from next week on.
People here are too obsessed with Iran war. I am telling you now the a new AI crash is coming next week and the real reason is the cost of AI tokens. Look at Meta's announcement today about AI tokens. Same for MSFT a few weeks ago.
Not last reported figures. MSFT released Q2 net income of $38.5 Billion, which is 1.3% of the market cap. I’m sure some of the other tickers are dated as well.
Financials are avg for IPO. Build businesss > initial growth > prove market interest and growth potential > IPO > use IPO capital for rapid growth > start making profit This is literally how all the biggest companies in the world right now started, APPLE, MSFT, Google , AMZN etc. Stop listening to Reddit, this is literally standard. It’s extremely rare for company to be profitable pre IPO.
Following MSFT, META announced today that they would be curbing use of AI tokens because they are too expensive. Who is next?
Following MSFT, META announced today that they would be curbing use of AI tokens because they are too expensive. Who is next?
Following MSFT, META announced today that they would be curbing use of AI tokens because they are too expensive. Who is next?
SpaceX worth more than meta, almost as much as amzn and 75% of MSFT. What a joke 🤣
MSFT returning to $440 would please me
MSFT $450 end of next week!
MSFT ending green is insane
I keep seeing MSFT’s quarterlys and watching their stock drop. One of the few times I ever saw a stock drop so hard after the company beat expectations (this was a few months back, but the trend has continued).
MSFT gaining more after hours than in the entire day
MSFT calls are so stupidly priced for a stock that barely moves
MSFT green lmao. Ah spcx fckrs. Maybe give software a try now, need new bags
If MSFT can successfully reboot the Halo franchise, I’ll buy one share
I'm printing now. Thank you MSFT margins.
Everyone dump your MSFT shares now to make sure it doesn’t close green
MSFT you dirty dog
MSFT get your fucking ass back to 500!
MSFT scamming its way for a green close
Market is so fucked today that MSFT went green
MSFT to 1k a share on Monday
MSFT was in the 470's a few weeks back. You held to there and are now thinking of selling in the 380's?
MSFT may never see a red day again
Why is MSFT soaring to -0.1%?
You must be seeing things, MSFT can’t go green
MSFT went green for half a second.
I need MSFT to pump another +115% to exit my bags, wtf LMAO
Oof, MSFT going green. SPY's gonna dump
Holy shit, is MSFT actually going to be green for the first time in 11 days?
MSFT The Champion. never will there be a red day again.
Idk whats worse owning META @660 average or MSFT @540
wht is MSFT still standing? Dude, break your knees already
MSFT! So close to having a green day
Im only holding MSFT but both are undervalued and cash machines. Just do a solid 50/50 for diversity
Is MSFT about to fucking pump next week
MSFT has only 50 pennies and will close green first time in the history of
My thoughts are that for companies like Apple, Google, Microsoft, and Amazon, they all seem to tend to have moments like this where they look like they are getting left behind, only to spring back into the mix at some point. Not exactly a great analysis, but I think this means that MSFT will pick up some steam in the near future, barring some macro-economic or geopolitical shock, or some sort of unforeseen internal strife. This is not financial advice, just the musings of an amateur.
MSFT, AMZN, META are really undervalued
MSFT, get your broke ass back above $400
MSFT is dangerously close to a green day. Very bad sign for SPY
MSFT is currently a 6-bagger for me and at one point was nearly a 10-bagger. Bought when Ballmer was still CEO. It’ll be fine. Getting beat up due to heavy capex spend on AI but I think that will pay off in the long run.
Honestly if I had MSFT shares, I would swap them all with GOOG. I think GOOG will bring better returns over the next 2-3 years as they're a lot more diversified with their services.
No, because that would be a pointless waste of time, and you're obviously not in to MSFT so....
PTLR, MSFT, and NOW have been so insanely garbage it is straight up grotesque. Please just fucking delist them already.
MSFT and META holders are masochists, stock goes down on red and green days