Reddit Posts
Tax-loss harvest without losing exposure
Am I dum dum or should we not long GOOG/Short MSFT?
We’re in an anti-bubble bubble
How to turn $20,000 into $$216 million with $MSFT in one easy step [time travel involved].
Genuinely scared , NQ could be down nearly 3% by NY OPEN
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
Amazon misses on earnings and holds capex steady, adding to AI spending jitters
So it turns out that a year ago the bears were RIGHT: AI is cannibalizing Google Search
GOOGL: Everyone Was Bullish Yesterday, Now Google Is Suddenly Dead?
Oracle is backing off from cash burning. Will more companies follow?
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
Mentions
Criminy, going to lose some MSFT shares….
For real. One of the easiest dip buys of all time. Same with MSFT earlier this year. Same with GOOG right now. MCD will be $310+ within 6 months or sooner.
My top holdings are down (NVDA TSM) but my next 4 are up big (MSFT AAPL GOOG AMZN) so I’m in the green. But most of my portfolio is VT and crushing. I might give up on individual stocks, at age 50 I probably don’t need the stress.
MSFT 10% rip in two days is nuts
MSFT 25B debt offering. You going to buy some?
Manifesting $MSFT Opening > -2% tomorrow
Damn! Looking at MSFT today...if you followed through with buying more you made bank!!! $555 a share!
Since MSFT hit $555 today, and since it now pays around $4 a share each year in dividends, I'm wondering if you have it set to reinvest the MSFT dividends in more MSFT stock?
$MSFT way too expensive fr im expecting a pullback tomorrow
man looks like I need to stop investing in things like MU, AAOI, NBIS, NOW, SPCX, DRAM etc. because SPY went right back up to near ATH and stayed there meanwhile everything went to crap except like MSFT/GOOG/AMZN/AAPL
Long MSFT / AMZN into December is probably a layup. TLT long potentially. Oil long potentially. Travel names long potentially. It will depend on the news, which makes things easier. The memory trade is much more complex in part due to the involvement of huge pod shops and other sharks.
👋 MSFT, AMZN, Visa and Mastercard
Uff, Google market cap is now only 2T, and MSFT is 3.87T. Serious overreaction by the market.
Never thought of shorting $AAPL or $MSFT until today. Wild times.
$AAPL and $MSFT puts is the play right now
Made 400% on $MSFT puts in 25 seconds
Someone just tried and miserably failed to defend their $MSFT position lol
$MSFT finally broke its peg. DOwn, down
MSFT owns 27% of OpenAI Both go together down
if you liked MSFT when it was $370 you'll love it when it's $557 wait
shorting $AAPL and $MSFT at the tip of the tippity top is the correct play, right?!
fr looks scammy, like MSFT just has unlimited bid on no catalysts and im confused
Really struggling to comprehend the price movement on $MSFT...it's overbought like crazy and just keeps holding and pumping lol
MSFT puts seem too obvious right?
Someone is pumping $MSFT to infinity lol
Damn MSFT back to 2021 levels of unstoppable
Who the fuck is buying MSFT at 558 ATH
Wallstreet must be closing a bunch of GOOGL shorts slowly before letting it rocket and join the AMZN MSFT party lol
A lot. Look at MSFT earlier in the year. Nobody would touch it. I remember when it plunged all the way to $350. The market is wrong A LOT
$MSFT is significantly overboguht
its amazing how MSFT can be a piece of shit for months then make up an entire year % in a day
The markets are green because AMZN and MSFT are up over 5%, there I said it.
Which is why MSFT is pumping
It's been a long term hold for me, I didn't get it this year. Also, YTD, QQQ is up about 13%, while MSFT is 15% now, they're almost equal. It was lagging before this week as well. I'm still holding it, just wish it performed a little better past two years.
Decent chunk just shifted from $MSFT, $META, and $AMZN into $AAPL
??? Over the last 1 month QQQ is down 7% while MSFT is up 7% Over the last 6 months QQQ is up 3% while MSFT is up 34%
I cant change institutions sector rotating temporarily smart guy. I was correct, markets rebounded post midterm, AI is alive. You do realize that if AI wasnt alive MSFT and other saas companies would crash right? The valuations saas like msft taking on are contingent on ai, doesnt change if theres more pushback in datacenters in texas. You think I got into sndk and mu in 2025 by being dumb like you? Nah bro, I priced all this in, I cant help wall street temporarily sector rotating though. I only provided my sndk my 2025 to help ppl understand my thesis by my credibility even though im not a financial advisor or anything and this isnt investment advice
MSFT regard strength 555.55 = 6.66%
MSFT, GOOG, V, FISV, UNH, UPS, RSG, RKT, CELH I also own GEV and AMAT that are in the red but rest of my portfolio is mooning today more than making up for it
GOOGL, MSFT, AMZN ripping. Are they not AI beneficiaries?
At this point, AAPL and MSFT are just Kevin James standing in the corner shrugging with hands in pockets and enjoying everything going their way (Dem takeover is bullish for them since it's more negative for the rest of the AI plays).
AAPL, AMZN, MSFT up 6% is total horsehit, right? Some people claiming that slowing data center will limit CapeX spending. The explain AAPL? They were pretty much spending nothing on Capex.
$MU $NVDA $MSFT stay away from AI or cloud possibly looks next run
MSFT mooning. You know what that means :rob:
beep boop mid day update 11/4 · 12:15 pm cst update * 11/4 · the rally has strengthened, but it’s split: $AMZN +7.6%, $AAPL +6.7%, $MSFT +6.6%, while $MU −5.6% and $AMD roughly flat. reuters attributes the divergence partly to bets that slower data-center construction could protect existing hyperscalers and ease their spending burden. that’s an investor expectation, not an enacted restriction. [reuters](https://www.investing.com/news/stock-market-news/democrats-midterm-sweep-fuels-750-billion-big-tech-rally-5000648) * 11/4 · oil’s decline has accelerated: brent around $95, down roughly 8.5%; the 10-year yield is around 4.90%. lower energy prices and yields are helping the broader rally, even while chip and infrastructure names lag. [ap](https://apnews.com/article/4d12764c0b3ce38ffde3077712811182) * 11/4 · 9 am cst services report: ism fell to 54.5 from 54.9; new orders slowed to 55.9 from 59.8. prices paid eased only slightly, 74 → 73, while employment improved to 51.4. importantly for $MU/$SKHY, respondents still reported rising memory prices and shortages. slower growth, but not clean inflation relief. [ism](https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/october/) * 11/4 · $GOOG google is backstopping certain anthropic obligations supporting $WULF’s approximately $19b, 20-year lease commitments. that is credit support, not $19b paid upfront. separately, reuters uncovered international employee buyouts that began in june; accepted departures aren’t disclosed. [backstop](https://www.streetinsider.com/Reuters/TeraWulf%2Bgets%2Bcredit%2Bbackstop%2Bfrom%2BGoogle%2Bfor%2BAnthropic%2Bdata-center%2Bproject/27287271.html), [buyouts](https://www.investing.com/news/stock-market-news/exclusivegoogle-extends-voluntary-buyout-offers-to-employees-in-several-countries-4997689) * 11/4 · $CRM announced agentforce coworker usage grew 21× in three months, with over 185,000 users and a new $50/user/month pricing option. concrete adoption news, but usage growth isn’t revenue growth. [release](https://www.salesforce.com/news/stories/agentforce-coworker-surpasses-185k-users/)
Honestly feel weird leaving money on the table. Went from 1.8 bag on MSFT leaps, sold when it dropped to 1.5 bag. Now it's at a 2+ bag.
Amzn, googl, aapl, MSFT all mega green WTF on you about
Both MSFT and AAPL hitting ATH today is crazy to me. Good for them.
It is actually expanding with the addition of extended hours for SPY, QQQ, and some of the top stocks like AAPL, MSFT, NVDA, etc. The indices like SPX and NDX have had it for years though, the problem is most brokers do not allow it for some reason. IBKR and recently Robinhood are the only ones I know that let you do it. It is really useful if you swing a position from close and get a big overnight gap in your favor, since you can take profit without risking the theta burn into the morning open.
What’s up with AAPL MSFT and AMZN? GOOG got the dead cat and same with META
this is fking insane. Apple Google MSFT all up like 7%
$MSFT is so incredibly overbought rn lol
Lol someone is dishing out cash trying to keep $MSFT pinned up there above 553
MSFT puts are the move to make
MSFT to $600 this month this is not investment advice just factual information :)
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $570.00 (above) | $552.65 | +3.1% | Wed, Nov 11, 11:02 AM ET |
$MSFT just broke holy hell
MSFT hitting ATH LMAO
3 of MAG7 is up 6% (AAPL, AMZN, MSFT) and GOOG is up 4.5%+. This is probably propping up QQQ and SPY. Chips and Data are getting screwed again
Wish I got into MSFT but that stock has burned me so many times I just couldnt
How are AAPL, AMZN, MSFT up the same exact amount
AAPL and MSFT hit new ATHs at the same time
Both are AI stocks. MSFT is in data centers. GOOGL is a negative AI play.
I sold a bunch of AI stock and bought MSFT AND GOOGL yesterday
MSFT is flirting with crossing ATH (555.45 from 2025)
Thanks haha but look at my latest comment 😩: I saw options on my watchlist (added yesterday) have a return percentage of +14,100% (So could’ve actually turned my last $100 into $10k like I asked yesterday and more)- I sigh and feel a deep sadness/regret as usual 😔 What’s worse is I realise I had bought one MSFT 545C call for 0.10 yesterday, then sold it for 0.06 yesterday before close because I really am that broke. That same contract is around $1000 right now 😩 Glad you at least have a decent amount of capital and good gains though, congrats 🥳🙌🏻
I saw options on my watchlist (added yesterday) have a return percentage of +14,100% (So could’ve actually turned my last $100 into $10k like I asked yesterday and more)- I sigh and feel a deep sadness/regret as usual 😔 What’s worse is I realise I had bought one MSFT 545C call for 0.10 yesterday, then sold it for 0.06 yesterday before close because I really am that broke. That same contract is around $1000 right now 😩
MSFT, Alphabet, Apple, Amazon all over +5%. Beautifuul
MSFT $550 0dte was at 0.03 yesterday. Now it is trading $5.1 170x return . god dam it
MSFT puts is the play.. micro slop waaay too expensive at this price
One does not sell MSFT….literally the GOAT company.
Look at the moves in AMZN, MSFT, on fears of AI data centers being rejected. An AI bubble popping is literally great for large tech stocks, which also means it’s great for the overall index, especially Dow Jones and small caps.
How could Libtard Dems do this?!? Illegal pump!!! LMFAOO MSFT ATH!
Shedding some of my long term holds like MSFT AMZN AAPL, I like gridlock for 2 years but want some more cash for some volatility that will be coming in the short term
Unfortunately not because I have zero capital at the moment lol - But I did have 0DTE calls on AAPL, AMZN, MSFT, etc. hundreds of times this year- Never could they hold a rally or sustain a +5% pump when I had an open position- But when I don’t… 📈🚀🔥
Where was this price action when I was holding 0DTE calls for AAPL, MSFT, and AMZN all year? 😩 I swear every +1% increase would normally get sold off, but when I don’t have a position they easily rally more than +5% 💀
**BanBet Won** — /u/Normal-Possession701 (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $522.43 → $550.00 | +5.3% | 4d 2h | Won |
Wow Amazon/MSFT ripping. Maybe the market thinks they'll be forced to slow down on data center buildouts?
MSFT AMZN are blue stonks?
Imagine selling MSFT at $504 literally 2 days ago
MSFT actually rocketing this week
Buy food for thanksgiving and save some extra for Christmas gifts or MSFT calls?
The poster is right; if there is a correction GGOGL may test 199, but neo clouds will get swallowed up by GOOGL/MSFT in the long run. Guess where that leads GOOGL in 5 years, Above 1K/share. So yeah GOOGL isn’t going anywhere but up.
MSFT puts into an overnight reversal is the worst way to wake up — you went to bed right and woke up wrong, and there is nothing you did in between. That is the part a plan before the open helps with: levels, the reason, and the point where the idea is wrong, decided before the market can move against you while you are asleep. Some days the read says WAIT for a reason.
The main winners from tonight: GOOG MSFT META NBIS anyone with existing compute capacity Losers: AI hardware