Reddit Posts
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
four green days, one red, and the red one is the only one i learned anything from
FOLLOW UP POST - Full Port Microsoft - Undervalued !!! 🚀📈
[LIVE Webinar, Sunday, August 2 at 11:00 AM ET] Top Stocks for August 2026 Based On Artificial Intelligence: AI's Highest Conviction Stock Picks | LIVE Forecast for NOW, MSFT, PLTR
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
There’s no way these ppl at simpler trading make money
Crazy week, what should I do with my remaining calls?
You can guess where I bought GOOGL then MSFT
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Loss porn with a profitable day to cap off the month
Gambled my girlfriends account on MSFT and paid off
New to options, so far doing okay, but I feel the big red coming one day
Me after selling my 6 mo MSFT bags for $170 profit and texting my mom that I made a killing of Microsoft stock
Revenge traded a NFLX loss into a $700,000 MSFT profit 💰
I see you out here freezin' like a bum, eatin' out the dump. MSFT the illest out the bunch. The butterfly was a caterpillar once.
I wish I never invested into LUNR and NASA. been waiting for a few weeks to sell, but ofcouse dip keeps dipping....
How to properly evaluate MSFT's capex (including neocloud contracts)?
US Stocks are Reddish..What’s Your Go-To Short-Term Pick
I have been saying for the last 4 months to buy Microsoft. Check my post history
Why is Microsoft (MSFT) up ~8% premarket after earnings?
Why is Microsoft (MSFT) up ~8% premarket after earnings?
MSFT AND META BOTH SET BILLIONS ON FIRE FOR AI. ONLY ONE GOT APPLAUSE 🚀📉
My Thoughts on $MSFT and $META Earnings and the Maturing AI Trade
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
Meta was Down 10% and MSFT up 8% After hours
🚀 Microsoft (MSFT): A Transformative Deep Dive Into the AI Landscape That Every Investor Needs to Read
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
moomoo earnings plays, how I'm using unusual activity this season
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
moomoo earnings plays, how I'm using unusual activity this season
Fellow MSFT holders, are we holding long-term or selling anytime soon?
Is anyone able to explain this drop the past few days? Are stocks like MSFT, GOOGL, and AAPL what we should be buying now?
My wife and kids said they wanted to ride rollercoasters. I said we have that at home on my phone!
Built a free all-in-one tracker for institutional and congressional options flow
AI capex is massive but where's the free cash flow? This earnings week is the real test
I built a stock screener and ran the Buffett 5 pillars ratios through every company in the UK, US and Europe and only 19 passed out of 850.
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
Question: Why Do Individual Stocks Move in Tandem w/ Others?
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
Built the Free All-in-One Smart-Money Tracker
I gonna sell these stocks and they will fly, based on recent data.
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
Stop buying my position and crashing it 🤬😡
Built the Free All-in-One Smart-Money Tracker
Azure +39%, AI revenue +123%, 4th st. beat — stock down 30%. The market has decided capex is sin...
Trimming a +20% semi position to build a defensive sleeve?
Chat will these print? MSFT 12/18 $400C
MSFT Bear Call Spread, 96% PoP but risking 10x the credit — sanity check?
Got $10k saved up. Is MSFT at $385 an absolute steal right now?
If hyperscalers like MSFT, ORCL, META, AMZN, etc are down 30-40% semi conductor stocks can’t continue to go up! Says JPM’s Chairman of an investment Strategy Michael Cembalest.
$450,000 USD on MSFT + NFLX. Funded entirely by META profits 🥳
Mentions
I told my wife I’d buy her a Rolex and my MSFT calls are only up 10k if this stock doesn’t go to 510 by the end of the week so I can get her a free Rolex I’m going to kill myself.
Beyond the charting, I like these factors someone suggested for leaps. Maybe find a baseline for what persuaded you to get into MSFT at the time. And then use a scanner to find similar companies. <I'm on the newbie side> \- Forward P/E, Expected EPS Growth, Expected Rev Growth, Net Margins
The EPS miss and also telling a bad story but MSFT saved them.
Certainly not the "picks and shovels" stuff. It's just a revolving door at this point of pumping one sector and moving on to the next and I don't think there's really any kind of like... preference other than playing into whatever is hot/not. Though I am sure they'd much rather be sitting in MSFT and AMZN than INTC and SNDK if a bigger correction happens at some point.
People who hold $Meta are losers. People who hold $MSFT are winners
The market has not made any sense ever since the end of March. I would also not be surprised if the Wall Street manages to bring the SPX to 8000 soon. That semiconductor rally was probably the most BS thing ever happened to this market, the semis have been doing great for a long long time due to AI and somehow bombing Iran caused their stocks to go straight up to Mars because of the sudden “demand and bottlenecks” narrative lol. CapEx was extremely bad two weeks ago and two weeks later CapEx is amazing. I don’t see any differences between MSFT / AMZN’s earnings to GOOGL’s earnings a couple of weeks ago, yet somehow they managed to prove the ROIC while GOOGL didn’t. Lmao whatever 😂 I guess just buy calls it will always be up
Correct - but we are seeing demand outpace supply right now, and it continue to grow. Hyperscalers are \*increasing\* their capex while simultaneously hitting profitability on their AI investments (MSFT & AMZN jumped last week due to this on their ERs). I use claude & codex - and it frequently goes down... like a surprisingly large amount. The reason is due to demand outstripping supply. In a cycle the demand drops - but I don't think we are seeing that here. We are seeing demand exponentially grow due to improvements in the models as well as decreased costs. Ever since Opus 4.8 came out demand has exploded. Look at anthropics ARR / growth rate for example. It's quite literally the fastest growing company in our worlds history. Demand is there & very real, and growing. A cycle suggests demand will drop - will it for AI? I honestly don't think so, so long as it continues to improve at exponential rates & the costs continue to come down.
Oh look at that...now that MSFT has clout everyone wants a piece 🤨
MSFT pumping...Wait for the DUMP! It will be glorious!
Would certainly be a shame if some kinda bubble burst and everything crashed after MSFT finally decided to do something.
They might dip. Really depends. The numbers coming out of the hyperscalers suggest that demand is increasing (they're increasing capex) while simultaneously hitting profitability on their AI investments (as per MSFT & AMZN). I'm paying \~$600 / month for AI and finding insane value in it. I suspect I'm not the only one... hence my positions. We just had a massive leverage unwind on semis, hence my views. Best of luck with whatever you decide! I'm personally likely not holding onto the position for more than a few weeks - hard to define. Really depends on what we see this week / out of the ER's, etc.
MSFT's conviction thread ran roughly late June through July — people calling for leaps, long calls, "Burry can get in line." Same pattern showed up on a few others: **MU** — Micron. This one had the loudest following. "MU IS MUUUUUNING," "all the chads with big cocks are buying MU," repeated dip-buying calls through early July. Same AI infrastructure narrative as MSFT but leveraged to DRAM pricing cycles. **WULF** — Wulfraat. Persistent bullish mentions across July. Critical minerals / lithium play tied to the same capex thesis. **GOOGL** — Google. Called out as bullish alongside MSFT on multiple threads. Cloud acceleration narrative, cheaper valuation multiple than the other names. **ARM** — Architecture licensing. Chip design cycle + AI inference angle. Less volume of conviction talk but consistent. **LRCX** — Lam Research. Semiconductor equipment proxy. Smaller community footprint but flagged on the same lists. The ones with actual *conviction* volume — not just a couple of posts, but sustained multi-week chatter — were MU and WULF. MU had the most retail FOMO energy. WULF was more "we're holding these till expiration." Don't assume they mooned because people believed they would. Plenty of those threads ended with calls bleeding out.
/ask there were a few folks talking about MSFT for the last 4 to 5 weeks as if they had a good conviction that it would rally. they bought in early. Are there other tickers being talked about the same way that might moon in the 4 to 5 weeks?
ORCL, META, MSFT, NBIS, CRWV, NVDA... take your pick. Or maybe stocks that haven't quite ran yet like AVGO.
guys I sold $MSFT at 446, you are welcome
MSFT is gonna fall, watch pre-market
play is c SPCX p MSFT
Cool. Good on you. My audited 10-year risk adjusted alpha is 11.24%, 22.6% annualized. I’ve done it all - big four, MBA, corporate finance for a $20+ billion public company, banking, CFO, fund management. Here’s an example of someone else’s post on covered call regret on MSFT. He sold a short term covered call on a 30+ year long position for $4.00. So dumb. https://www.reddit.com/r/MSFT/s/n3BBqheGTb
Meta kind of a gamble, MSFT and AMZN were both guaranteed to post good results, only gamble was how the market handled their capex.
puts on $MSFT and calls on $SPCX is the play tomorrow
Yeah when the software name that has been the 20 year leader gets a 15% bump on one day (MSFT) that’s called a bullish rotation from the annual drivers (Semi’s) to the decade leader (software) and that is the opposite of defensive rotation. That is like subbing out Michael Jordan for a breather for a fully rested Kobe Bryant.
I don't fucking understand dude. I was in AMZN and MSFT and GOOGL when they were getting hammered for Capex spending, while AAPL was just rising 2-3% day after fucking day. I pulled out of MSFT and AMZN for earnings, of course it rockets. I rotated into AAPL for earnings thinking market sentiment was high, no AAPL fucking craters into the goddamn core of the earth. So now I'm down over 10% because I used margin, while watching MSFT and AMZN rocket 15% on earnings day, then another fucking 5% and another fucking 5% the following days. What the actual fuck dude. How the fuck do I time shit absolutely perfect to lose the most fucking money.
I don't fucking understand dude. I was in AMZN and MSFT and GOOGL when they were getting hammered for Capex spending, while AAPL was just rising 2-3% day after fucking day. I pulled out of MSFT and AMZN for earnings, of course it rockets. I rotated into AAPL for earnings thinking market sentiment was high, no AAPL fucking craters into the goddamn core of the earth. So now I'm down over 10% because I used margin, while watching MSFT and AMZN rocket 15% on earnings day, then another fucking 5% and another fucking 5% the following days. What the actual fuck dude. How the fuck do I time shit absolutely perfect to lose the most fucking money.
Yeah of course. I'm in AAPL and of course it drops 2%, while literally every other MAG7 stock is up 3-6% today. Fuck my fucking life dude. I'm so fucking retarded. Why didn't I pile into AMZN or MSFT after it rocketed 15%? Oh, my fucking bad dude.
NVDA up 2.9% to $206.64 after hours. GOOGL up 4.37% to $371.68. AMZN up 4.01% to $282.46. Google Cloud grew 82% last quarter versus Azure's 43%. That's the only thing in this market that could produce a similar move. The rest are just riding MSFT's coattails.
/ask what is the next MSFT like stock that will moon?
How long do you all hold on to LEAPS for? I’m up over 60% on MSFT but have until 2028. I’d rather not sell. Maybe see it get close to its ATH
What is the next MSFT?
I think my favorite part about the MSFT pump is how all the other stock subreddits have suddenly shut the fuck up Does anyone outside of WSB even make money?
Models need memory - it's currently the most sought after thing for AI. More memory is never a bad thing for these models... as we get better techniques, more efficient, etc - the memory just becomes that much more valuable. The biggest cost of AI GPU's / components these days is... memory. Hyperscalers are reaching profitability on their AI capex (as per MSFT & AMZN) while simultaneously expanding capex. That means the businesses are actually viable. I also don't think AI demand is going to decrease... we are seeing demand explode at unprecedented rates. The hyperscalers have given years of commitments to these chip companies - and MU & SNDK have forward PE's of like 5 & 6. We got confirmation from the hyperscalers that capex will continue to grow - which means demand for memory isn't going anywhere. I suspect we will see jevons paradox occur in the AI sector - where as it gets better & more efficient, the demand actually rises \*quicker\* - positioning the semis in a fantastic spot here. Historically semis (and memory) has been cyclical - but I suspect this time is different. Previous cycles were driven by consumers upgrading hardware / new devices coming out / etc. This one is being driven by commoditized intelligence - which has an absolutely insane demand.
I have a lot of MSFT AMZN and GOOGL shares so I’m happy about those but I also have AAPL shares and they sucked this week.
MSFT pissing in the bear cave
Mag 7 Today: 🥇 $META +6.02% 🥈 $MSFT +4.93% 🥉 $GOOGL +4.88% 4️⃣ $AMZN +4.58% 5️⃣ $TSLA +3.49% 6️⃣ $NVDA +2.93% 7️⃣ $AAPL -1.78%
calls were literally free (just like MSFT)
15% of SPY is GOOG/GOOGL, AMZN, and MSFT which all printed money last week into this week.
I can’t really advise you on CSPs or covered calls because that’s not how I trade, and I don’t want to pretend I’m an expert in instruments I don’t use. But first, stop thinking about “making it back within a year.” The market doesn’t care what your account balance used to be, and trying to recover losses on a deadline is how one bad trade turns into a blown account. Personally, I’d keep it much simpler: wait for SPY to pull back into a major level like the daily 50 or 100 EMA, look for confirmation, and use 60–90 DTE calls. Risk no more than 5% of the portfolio on any single trade. Another option is to look for recurring trend patterns on the daily or weekly charts in stocks and ETFs. Recently, SMH gave a setup around the psychological $500 level. MSFT also spent a long time building liquidity around one of its recurring higher-timeframe patterns. Don’t risk more than 5% per trade, and once the position moves in your favor, move the stop to breakeven quickly. You already donated enough money to the 0DTE liquidity pool. With longer expiration, proper position sizing, and repeatable higher-timeframe setups, time and probability have a much better chance of working in your favor. Some trades will still lose. That’s completely normal. The goal now shouldn’t be to win back $107k as fast as possible. The goal should be to never lose $107k in 15 minutes again
As a ber, I agree. MSFT or NVDA is the only thing I’d touch
NVDA and MSFT are comically undervalued and no, I'm not joking ber
I never doubted you, MSFT, except for those many months when you traded like complete crap and made me question my sanity daily.
We got you. In practice - I've started using / integrating AI tools into my workflow and am paying quite a bit for them. I don't know much about palantir in particular. I'm currently paying \~$600 / month primarily for claude & codex & I can't get enough. I'm maxing out my subscriptions, I want more. If they offered better plans for $1000 / month, I'd jump on them due to how good they've become. I'm aware my lawyer and accountant have also started to integrate AI into their workflow. As intelligence gets more efficient & stronger, I suspect we will see jevons paradox occur with AI. Basically - as it gets better, cheaper & capable of doing more, demand will actually grow quicker than the efficiency gains we see. We're seeing signs of this from the hyperscalers already (ie: MSFT & AMZN reached profitability on their AI capex). For the tooling - what used to take me \~6-9 months can now be done \~6-8 weeks, and the quality is actually better than before I used AI. The next areas it's going to be integrated into en-masse are robotics. IE: There are package sorting & scanning robots out there who can run without rest, 24/7, for days on end, making 0 measured mistakes. Those are going to be integrated into our supply chain - and every step of the supply chain is going to have intelligence integrated into it. In this sense - that is what palantir is working towards from my understanding. After seeing what OpenAI & anthropic have done for software - it would not surprise me if we see the same thing occur with palantir with robotics. [https://en.wikipedia.org/wiki/Jevons\_paradox](https://en.wikipedia.org/wiki/Jevons_paradox)
#I remember when this sub was constantly shitting on MSFT saying that it's about to go bankrupt. Now everyone says they predicted its pump. LMAO🤌
NVDA $62,134 26.65% HCA $30,909 13.26% AAPL $30,361 13.02% GOOGLE $28,808 12.35% AMZN $28,352 12.16% QQQ $26,095 11.19% SPMO $8,433 3.62% SPCX $7,032 3.02% TSLA $5,806 2.49% MSFT $5,247 2.25% \-------------------------- TOTAL $233,178 Update
Update **Position** **Value** **%** NVDA $62,134 26.65% HCA $30,909 13.26% AAPL $30,361 13.02% GOOGLE $28,808 12.35% AMZN $28,352 12.16% QQQ $26,095 11.19% SPMO $8,433 3.62% SPCX $7,032 3.02% TSLA $5,806 2.49% MSFT $5,247 2.25% Total $233,178.
MSFT went from over sold to overbought in roughly 2 weeks. That’s the kind of market we are in. Fuggggggg https://preview.redd.it/sryeojynw7hh1.jpeg?width=1170&format=pjpg&auto=webp&s=fa8c85f621334a3c6230377740ddc644b021ff57
I might have sold my MSFT leaps, but these new PLTR Nov $155 calls I’m holding this time. Hoping it runs back up
MSFT +1% YTD Hooray!
PLTR calls and MSFT puts before close. Please based god.
can apple money rotate to MSFT, META, amzn?
Market feeling less pessimistic about AI spending given MSFT and others earnings. Maybe I'm biased because I had some, but I think MSFT is a big catalyst because a lot of the pessimism was directed at them to get them to fairly low PE, now that's reversing and the tide is rising. Kind of a re-rate, people realizing capex concerns were overblown.
AAPLE the new MSFT?
$AAPL always wins. Keep hating. $MSFT is trash
META & MSFT - once the joke of the party, perhaps no more?
MSFT's RSI makes me wanna sell my shares and but them back 10 USD lower after correction, but knowing my luck I would buy them back 20 USD higher instead lol
I mean you're going to just think its cause I'm a TLRY hater again but i just really don't think TLRY is moving up on its own merit. IMO it really is just benefiting from timing with the broader market. It flushed down to lows, then the next day and continuing the broad market is ripping. MSOs just do not participate in that market action whatsoever, GTI has 150,000 shares moved today 30 mins til close.... I mean sucks you missed out on another few percent gains... but look at MSFT, MU, AMD, RKLB, META, even SPCX as you said... they're all up huge percent gains. I just don't see the benefit of trading TLRY vs companies that are actually good (literal cornerstones of the market), memes, or more volatile if swing trading a few percent is your trading goal. Obviously you have a slight "edge" in how emotionally attached you are to TLRY since you know and follow every bit of news about it... I just don't see that TLRY is trading as is because investors were all of a sudden like "you know what, those earnings were actually good after all" and instead is just participating through proxy/name recognition in algos and may just stabilize instead of continuing to dig new lows. As far as CGC is concerned... it just does not have the same name recognition as TLRY and has not yet "refreshed" itself in the news cycle since it hasn't done earnings yet.
Plus META back to pre-earnings level and MSFT up 25% in 3 trading days…
MSFT and AMZN jumped because they reached profitability on their AI capex. Google is close / the next hyperscaler most likely to hit that milestone. Anthropic is expected to reach profitability - this quarter - a whole two years ahead of schedule / what they originally told investors. I'm using the tech and it's being integrated into everything... demand is not going to fall. If the hyperscalers are reaching profitability - and AI labs are ahead of schedule (and reporting these things) - that means the business is viable. I'd happily pay \~$10k / annum for AI given just how much more productive it makes me. I know several others paying even more than me... my brothers company pays \~$20k / month for codex. We are still very early in the AI days too - as it gets better it's going to be integrated into even more products, while simultaneously being cheaper for the labs to run / operate.
😂a week or two later? MSFT and Amazon were the ones who crushed it and they have been up everyday since lol.
bought some 8/11 SPY puts to counter all my GOOG and MSFT plays in case we reject ATH.
sold my GOOGL leaps for a 600$ profit, woulda made 3k per contract if I held through today lol fuck me eh? same w MSFT, sold a leap at 1200 and today its worth 4200
MSFT somehow started a bull rally, I'm not longer a bag holder 😭
Tempting to get MSFT Puts here
SPY companies supposed to boost earnings by 20% YOY. Pulled back on fear, uncertainty, and doubt. Earnings proved to show higher earnings. Some had higher spending...GOOG...and that one tanked the SPY. META, MSFT, AMZN and other first movers showed that ROI on hyperscaler, AI spending is real. The uncertainty has been erased and the gains are proving real. All those people that sold are now rushing to buy back in and push a lot of big tech higher. The stupidest move is the drop in AAPL. I bought more AAPL on the drop. The next six months, with holiday sales and new phone dropping this fall, will pamp up AAPL. The fact that it was downside that was unsustainable. Presidential stupidity is not even enough to keep the markets down. Can you imagine if we had ANY OTHER US President? Holy Moly, we would be 10% higher than where we are right now. Tariffs and oil and FED independence would not be holding things down.
AMZN and META net debt, them and GOOG negative fcf, and MSFT bakance sheet deteriorate but much longer runway due to historic cash foretress
The FUD about tokens turned into FUD about open source and now people are realizing open source unlocks the profitability for everyone using Ai not names open Ai and anthropic. Private investors in those companies are in for a world of pain when they revalue. What you’re seeing with MSFT will spread. And then it’ll come back into semis and infra and we’ll be at 9000 SPY
MSFT got that dawg in them
MSFT resistance 490, if it breaks will RIP to 500
With bigger companies, how they handle their cash can be weird too. A few years ago, MSFT had some issues with FX trading with their cash. I could only imagine what you do when you're a company like Apple and have billions of dollars in FCF.
Yeah the AI play is extraordinarily undervalued in the two top contenders, MSFT & and MICRO-HARD
In fairness, MSFT did that in one day last week
my MSFT was worth it in the end made good money, not sure what else to buy now i might wait for more dips or something.
bruh look what MSFT and AMZN did.
Up 9k per contract on MSFT, too bad I only have 3 since leaps are expensive and I wasn’t gonna risk this shit on 0DTEs
Put some respek on MSFT's name $640 EOY
Need MSFT to dump a bit so I can load more
GOOG MSFT AAPL AMZN putting the mag back into MAG7. They are a huge part of SPY
Holy Allah!, MSFT was $380 a week ago.
Tempted to rotate some MSFT profits into WMT but WMT valuations still look kind of high. MSFT literally has a lower PE than WMT
WTF, MSFT is almost to $500? How
MU down and MSFT up, as nature should be
Making so much cash with MSFT that I'm wondering why Jim Cramer didn't invite me to Mad Money yet
MSFT was down like 20% over 1 year I think. As a bag holder they finally rallied really well due to good earnings. They along with a lot of companies had good earnings so they carried SPY. I dont expect MSFT to rally more because they usually dump
LOL Some people bought MSFT puts on margin!
It seems I sold my MSFT position roughly $60k too soon 🫠
I dint regret not buying MSFT for the price rise but that i believe in this company Oh wel Amd and meta is mooning so in still green. Cope
Officially now not a MSFT baggie anymore. Chances are, it can now freely moon
"I made fun of MSFT for too long now it's nothing me" -New Gen Z Investors
IM SO MAD I literally sold MSFT calls at 1200 instead of 4000 and GOOGL calls at 1600 instead of 3000
From my observation MSFT is being held by almost everyone across the three major investing subreddits. Of cause it is being “hated” in last few months due to the strongly stressed price. But I feel like many of us simply hold the stock til now instead of selling. The fundamental is too good to ignore.
MSFT $480 Remember long ago when it was $380 - It feels like it was just last week
is APPL the new MSFT?
MSFT has to dump today or tomorrow
Do I sell my $500 6/2028 MSFT leaps up 75% or ride these hogs til December
meet $MSFT, bleeding for the past 9 months, basically always going down, constantly red while memory was going up 800%, bagholding and frustration, memes everywhere, "inverse the market-etf". Then you get 1 (ONE) lucky week, where this shit pumps 25% (I don't even bother to check if it ever happened in history but probably not) and people here posting like they are genius or some shit 🤣
SNAP and MSFT both green. This is the most fake of pumps.