Reddit Posts
All BS aside, how’s calls on MSFT looking this week?
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Need to practice option trading with paper money
Who’s ready to burn their life savings this week
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Who’s buying MSFT & AMD calls for earnings?
I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP
MSFT has now overtaken AAPL in market cap.
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Is it normal for the index funds to be weighted this heavily by mega caps?
What are your top picks for the top performance stocks for this year?
Epic V Continues to Show How Little Risk Exists
Has anyone seriously looked at Global Foundries [$GFS]
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting
Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.
The true interpretation of Friday's Jobs Report
A true interpretation of Friday's Jobs Report
Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip
LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!
And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?
If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?
Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?
Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?
Keep an eye on $MSFT (potential put money making opportunity)
If you had $40k to invest right now, what would you do with it?
The NYTs is suing Microsoft and I think there is a profitability play on their stocks
New York Times sues Microsoft and OpenAI for copyright infringement
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
Question regarding this type of Play Option?
The biggest lesson that I've learned in my 10 year investing career.
MSFTs Open Ai will raise funds with valuation of $100B
Mentions
This is brutal because your thesis makes sense. The buybacks usually are bullish, had similar situation happen with MSFT. It beat earnings estimates but dumped anyway
Deadly for who? Why doesn't that shift the tide back to MSFT, GOOG, AMZN who drew down last month because of exorbitant capex commitments? They back out, they pump, and the picks and shovels hardware/energy crowd eat it
Gold, Silver, Oil, and MSFT
But just what if this time, MSFT goes to 600 and my 1 dollar calls will turn into 2,000 dollar calls?
>Look at MSFT from from mid-90s to now. The dotcom bubble is barely a blip on their chart (~$50) when compared with current prices (~$450+). hindsight bias much? zoom into that ~15 year period when the stock flatlined after the crash.
Where are you getting your data from? The mag 7 are up thousands of percentage points since the dot-com bubble. NVDA is up around 80,000% from the dot-com highs. MSFT is down about 24% off is highs and it's still up over 1000% from the dot-com highs. AMZN is up about 4700% since it's dot-com highs. Hell, META is up 1420% just since 2012 (after the market recovered from the 2008 crash).
Great place to be letting into some MSFT puts here
For an hour there MSFT wasnt being a POS, but then it remembered to join the other clown6 to form the bag7. Trash.
Yes, when everything else is dumping, MSFT is a good defencive stock
MSFT shows its power today
MSFT so want to go green, but index is killing it.
Can MSFT go back to 500 already. Shit moves slower than molasses
I actually like all of them long term, I am holding on. MELI, EMBJ I got in recently, I like my cost basis, just have to let it play out. TSM, RYCEY and NU I got in years ago and still a solid business with strong growth. META, I have that. MSFT, used to be my biggest holding but sold half bit by bit months ago. Looking into buying the dip if the trend continues.
RDDT is the biggest piece of dogshit I have ever seen. MSFT doesn't even compare. I'm so glad I sold the morning pump.
I wish I had Pokémon cards in my Roth instead of MSFT. 😑
Sounds like those are all poorly performing international stocks. Maybe diversify into beaten down US stocks like MSFT or META that are delivering enormous growth but down badly?
I actually own UNH too and love it. But a much smaller position. It doesn't grow and have the moat like MSFT does.
MSFT saving me rn, nature is healing
what's your dream? mine is to see MSFT breakout from 410 and see 450 potentially
MSFT sued Trump administration
MSFT Green ??? Wtf
MSFT the only stock keeping me in the green currently, what a time to be alive
MSFT surprisingly resilient amongst this shit storm
I aint even gonna lie, as of right now, MSFT is the only thing not fucking me in my port. Would of never guessed.
MSFT so cheap it pays 1% dividends. Kinda nice to get these for a company still growing at 60% ngl.
Hope the banbet man ist right with His MSFT 410$ bet
MSFT is taking me behind Wendy’s isn’t it😢
WTF was that latest windows update. Computer slow as fuck now. Fuck MSFT.
Also, I need MSFT to recover ASAP
Another day, another MSFT dip
Specifically to OP's point, I think everyone looks and says "well this happened in 2000 so it's going to happen again. But that's not how things usually work. It's like 1929, that crash was largely driven by people speculating on stocks using margin. We may have other craashes, but we will never have another crash caused by the same problem. People say "oh the market exploded in the late 90's with stock speculation." The difference is a lot of those companies had no earnings, their valuation was based on expected earnings. The top tech companies today, they all have earnings. In fact their earnings continue to increase while the stock prices decrease which at some point will lead to a great buying opportunity. I will also add, the booming companies in the late 90's were all startups. Today, the top companies on the major indicies are all mature companies. NVDA, GOOG, MSFT, AAPL, these companies all have revenue streams that are unrelated to AI. Doesn't mean the stock prices can't be volatile, but it means we're unlikely to see 90%+ drops in their values.
MSFT dropped 30% from the highs and can't even manage a 10% bounce my calls are cooked lol
Exactly this. If one bought the index at the peak prior to the dot.com bust, they would be in profit today. If they had bought Cisco, Microsoft and GE only, Cisco and GE would have only just broken even last year. Pets.com would be absolute loss. If one only does the index, they never learn to invest and will never have under or over performance. I personally hold both an ETF portfolio and a stock portfolio. Even my ETFs aren't market index funds, buying sector and factor funds. If the recent SaaS sell off is a result of actual SaaS impact by AI for example, there are stocks that are more likely to survive and thrive better (e.g. MSFT, GOOG, AMZN) than potentially others (e.g. Adobe, Salesforce, Duolingo). Buying individual stocks let you express that optionality, buying a broad market index does nor, or even VGT in this instance, does not express it cleanly.
Oh I’ve been investing in stocks for several years now. I don’t make a lot of trades though. Most of my positions are in large cap tech companies (MSFT NVDA ANET GOOG AMAT). So i definitely won’t YOLO into anything. I’m too scared of my wife to do anything dumb lol. But yes I’ve read other Reddit posts where ppl got absolute winners on here. Crazy.
Any astrologers online? Is that upward red star on daily a reversal upward? MSFT
**Don't buy individual AI startups** unless you really know what you're doing. most will fail. NVDA, cloud providers, data center REITs. boring but profitable. wait for OpenAI's IPO or buy MSFT (they own 49% of OpenAI's profits). or just buy an AI-focused ETF and let someone else pick the winners.
Yes, tech is here to stay, there's no disputing that. The question is whether the current trend is a bubble or not. Look at MSFT from from mid-90s to now. The dotcom bubble is barely a blip on their chart (\~$50) when compared with current prices (\~$450+). The MAG7 will undoubtably survive but if we are in a bubble -and I personally think we are - you could well be buying in at ATHs. If the bubble pops its its going to hurt, badly.
AI technology is NOT the same as AI investment. You can have continously progressing technology and an investment bubble at the same time. This is why developments in AI (deepseek methodology, Google TPU, etc) can sometimes be bad for AI investments (as it shifts the narrative on what chips are needed, etc). IMO, AI the technology is here to stay, but that's a topic for a technology sub, not an investment one. Investment wise, I think bubble burst will manifest as the killing of all small AI companies, and centralization of hyperscaler output to a few names. Reason is that AMZN, MSFT and GOOGL were all talking about scaling up AI hardware, so they must be seeing demand coming in. On the flip side, if AI were to be a bust, these are also the names who can reallocate the hardware to their cloud services (probably not very efficently but its something at least), or maybe they can cut spending and see 1 or 2 earning cycles boosted that way. Positions: Long AMZN and Long GOOGL.
I know most of the night crew are bears who hate money, but MSFT is gearing up for a nice bounce
I have to say, I subscribed to MF Stock Advisor way back in the day. MF was my first exposure to trading. Have no idea what they do today, but they did quite well by me back then. Purchased DIS, AAPL, MSFT, NFLX, PCLN and a host of others based on their advice. Eventually moved on from them…
MSFT, you dirty ho, all I need you to do is not go significantly lower. Just stay here! If you want to go up, that is fine.
I feel like this is very easy to say if you don’t understand the model architecture- and harder to say the more you understand. It’s likely the models will eventually generate large revenue streams - but only for firms without massive debt (ie Google, Meta, MSFT). But those with massive debt… IDK. Oracle is not exactly a company i want exposure to. Yan LeCun is the best example of a contrarian expert on the topic and I think he makes a good point in the interviews ive seen. Those touting LLM as the future tend to be directly tied to LLMs performance.
the way some of ya'll talk you think MSFT is literally going to zero lmao They literally had the biggest earnings in the history of the MAG7 earlier this year and their *profit* was 12 figures and 4th in the country. Their PE was 23 recently and is only 25 now.
I think now is a good time to buy CRM, MSFT, AMT, HD, BX, and PG. Maybe ES. BX may be a bit controversial, but the rest are good AND all dipped a bit so you're getting a bit of a sale, which is why I recommend them. MMM and CLX are in dips after recent rallies so might be good to I'm assuming you're saying you don't care about the next ten years but I am sure at some level, you'd be pissed if you lost $ tomorrow, hence I recommend things already down but with good earnings Actually making this list I realized credit card stocks are way down too, maybe AXP is a buy?
CSCO was "doing something", and just recently recovered to its dotcom high. MSFT took 14 years. QCOM took 19 years. This Reddit narrative that the dotcom bubble only hurt investors who were in highly speculative/no earnings companies is deeply flawed.
SPY to 200 QQQ to 150 Oil to $400 Gold to $10,000 TSLA to 0 MSFT to 50 GOOG to $20 AMZN to 40 AAPL to $500
MSFT 300C Jan 2027 and putting some PMCC in while we wait.
Dumped all my free cash into MSFT this morning...🤦♂️..I aint got nothin' I can move on now!
IDK but I am looking at the one minute chart in finviz and here are a few examples of volume: MSFT: during the day, about 20K shares a minute, AH, about 100, 200, maybe 500 shares a minute
It's ok. I did buy a ton of MSFT at $400, but I also I panic sold my Google up 10% on the fear Nvidia wasn't going to beat earnings last year, somewhere in the high $220 range I forget, thought with all the fear it had to come back down, well I was very wrong clearly. You win some you lose some.
For perspective, $MSFT has committed $17 billion over the next five years.
This just in ** My MSFT calls, utterly fucked **
even MSFT up means MSFT down
Anything up means MSFT down
Can a wrinkle brained individual please explain why USO up = MSFT down?
I bought MSFT for $25 in 2013 when I first started investing. My reasoning: “Huh. This is a big company. Wonder why it’s so cheap.” Sold a couple months ago for $487.
Straddle. Premium is so juicy. Mainly on MSFT/SPY with some ENPH thrown in the mix
And it's still green while my Fu cking MSFT with 18% yoy down 20% from high.
Asking a question for my own understanding, but generally wouldn’t more legs mean more slippage in entering and exiting more legs? MSFT options are liquid, but is my underlying intuiting correct? (Thanks in advance. I’m slowly building knowledge before starting to invest my ‘upside’ capital)
>focus on ETFs that are not heavily invested in the AI and technological sector Tech generates by far the most profits in today's world. Profits are what drives invidual stock prices up in value, and thus the indices holding them. Leaving them off the table means less return. Your SP500 and NAS100 top weights are NVDA AAPL GOOGL GOOG MSFT AMZN META AVGO and all of them are consistently setting new top and bottom line numbers over time. NVDA and AAPL each broke $40b in profit last quarter. Also past few years, growth has been dominated by semiconductor (SMH) and other AI adjacencies such as energy and datacenter infrastructure. You might find an ETF that has done well in past 1Y or even 5Y period. But it likely won't hold up to ETF's holding the above in the long run. Something like VDPG doesn't even beat SP500 on 5Y lookback. With SP500, it rotates winners in and losers out. That's why it histroically goes up over time. So by holding it, you don't need to be concerned with which sectors or companies are prospering and which ones are not.
Got stuck on a business call around 4, so I guess I'm holding overnight MSFT calls....
Don’t wait on MSFT, it probably holds the 381 bottom
I think the bottom is in, an educated guess. MSFT touched 381 in Feb but doesn’t seem to want to go below 400 for now. Maybe the SaaS carnage will continue but I (and analysts) think it’s probably higher now for software. CMG & WDAY dropped a bit, them & msft may be giving u a 2nd chance
I’m now into month two of my quick one day flip after buying the MSFT post earnings dip
#MSFT unleashes Windows 13!!!!
doing $MSFT a favor here honestly
MSFT software is toast, can't believe it's still holding above $400
Those allocation percentages are nuts. Though I do agree SaaS is currently discounted and full of too-large-to-fail companies with piles of money to innovate. MSFT is not gonna go bankrupt...they'll either embrace and extend AI, or AI will be a nothingburger. Not sure why people think they're just going to just ignore AI and be obsoleted into non-existence...Same goes for alot of other companies in that segment. Either way, SaaS has a good floor, and is currently super discounted. Long term, China I wouldn't touch with a 20-ft pole. Their demographics are disastrous going forward. They can likely overcome *some* of the pop decline with AI and automation, but you're ice skating uphill chasing that market. There's easier money elsewhere.
MSFT is the worst stock this world has ever seen
If banbet wasn't restrictive, I'd banbet MSFT $405 by close
I live on the California coast, so I'll let you regards know first if I see anything so you can profit. I wouldn't hold your breath, though. It seems even less likely than MSFT closing green.
404: MSFT not found
# SPY (S&P 500 ETF) - Playbook Analysis **The Narrative (Phase 1):** SPY represents the 500 largest companies in the US. Right now, the market is in a defensive "wait-and-see" mode ahead of major inflation data and the March 20th quadruple witching expiration. We are seeing a tug-of-war between the AI-led momentum (NVDA, MSFT) and fears of a "higher-for-longer" interest rate environment. **The Pressure (Phase 3):** * **Short Interest:** **\~12%** (Mostly institutional hedging). * **Borrow Rate:** **0.25%**. **(FAIL - No Squeeze Pressure)**. * **Days to Cover:** **0.87 Days**. **(FAIL - Liquid Market)**. * *Summary:* There is zero "trap" potential here. SPY is the most liquid asset on Earth; shorts can exit in seconds. This isn't a squeeze; it’s a macro trend play. **The Magnet (Phase 4):** The primary Gamma Call Wall for the April 17th expiration is sitting at **$682.00**, representing the immediate ceiling for the current recovery attempt. **The Math (Phase 10):** *"Our customized Black-Scholes-Merton model indicates a* ***92.41%*** *probability of reaching the* ***$682.00*** *Ignition Point (a* ***0.82%*** *ROI), and a* ***64.00%*** *probability of reaching the* ***$697.84*** *Exhaustion Ceiling (a* ***3.16%*** *ROI) by the* ***April 17, 2026*** *options expiration."* **The Reward Distribution (Phase 7):** * **Target 1 - Ignition Point ($682.00):** \* **Risk/Reward Ratio:** **1 : 0.39** (Mathematically poor for a trade). * **Target 2 - Exhaustion Ceiling ($697.84):** *Metric: 52-Week High.* * **Risk/Reward Ratio:** **1 : 1.52**. **The Risk (Phase 6):** The structural floor is **$662.39** (The 3-month/13-week low). * **Max Downside:** **2.08%**. * **Risk Tier:** **Tier 1 (Fortified)**. **Verdict:** **HOLD.** SPY is currently in a high-probability "slow grind" zone. With a **92% probability** of hitting the $682 resistance, the market is signaling a return to its recent range. However, because the ROI is so low (sub-4%), this is a capital-preservation play, not a profit-maximization play. The **Tier 1 Risk Profile** makes it the safest place to park cash, but the "degenerates" looking for a squeeze will find it boring.
Nice, I think I'll buy MSFT
MSFT makes me wanna hurl rocks at civilians
I sold my MSFT calls it Vs here
>The problem is that these stocks had experienced a huge bull market since 2018-2019. And so we are now in a corrective phase or a systemic change. You're not going to have any success with long term investing if this is your thought process. VOO or SP500 has 10% annual rate of return with dividends reinvested for 70 years. It is basically been on a bull market ride forever. What do companies such as MSFT MA V GOOGL do - they consistently increase top and bottom line year after year. Sure they can swing down due to macro issues, but this is a great time to buy more. What do growing companies do - they increase in valuation - this means they are always setting new all time highs. Would I buy today at $70 all time high if tomorrow is $80? Sure. The bulk of the companies you mentioned have no top line growth - you can only squeeze so much bottom line out of that. I have worked for Fortune 100 and Mag 7 - believe we spent alot more than any of those other companies on conferences, events, employee gifts and perks and RSU.
It could be way worse. Look at MSFT delivering 60% growth and still in the dumpster lmao (another holding of mine).
Sold my MSFT calls at the bottom I’m done bruh.
hey look its the regard who spent 50k on 1DTE MSFT calls
I’m going to get long MSFT again
Sold my MSFT calls I bought TODAY for a 1.45k loss . I am retarded
I currently have my entire portfolio in MSFT weekly calls and was down 25% or 2.5k at one point. I have a problem
MSFT have r/valueinvesting vibes
Why MSFT is just a shit stock ?
So I don't become the "guy who complains TSLA is up," we should start an inverse-me fund since I have a special ability to crash stocks. My recent accomplishments were CRM, MSFT and now STAG and BX. The big red candle literally occurred two seconds after my purchase occurred. If there are any put buyers interested in such a service:-)
MSFT isn’t even trying anymore
All kidding aside, wtf MSFT?
MSFT back to being a dog shit 💩
MSFT needs to be delisted already. Absolute garbage company lmfaooo
Damn MSFT calls weren’t the move :/
Man I got lucky as fuck today. Bought puts on CRCL which is the only red stock besides MSFT in my list. Would have got blown out otherwise.