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
I full ported MSFT calls. March exp
Are LLMs going to turn out more like the dot com bubble's web servers? IPO darling "Netscape" offered a licensed web server for a while. I guess they made some money on it. But everybody ended up running Apache. I think MSFT played catch up with IIS. And some time later Nginx became very popular. But nobody today talks about the vast fortunes earned by "Netscape Application Server", or Apache or even IIS.
I think MSFT calls are easy money at this point, but I haven't done a ton of DD. For now I have a jun 480c. It's expensive so I'll probably only average down once if the dip dips. otherwise I'll ride it until at least february.
Ha, didn't even think to see how these ended. Unloaded the last of my 12/19 450 calls in the morning, but it looks like the second leg of this market's drop finally pushed CVNA over the edge. Had the SP500 held that 1pm level, I doubt we'd see this in CVNA. Looks like the Nasdaq also took the SP500 down the cliff. Usually, if you get that heavy morning selloff, then the market bounces around 12-1pm and levels out slightly higher for the rest of the day. If the selling starts a bit later around 11am, then it continues into the close. This selling took place in the premarket with the Nasdaq already flashing red. No way the market holds when mega caps like NVDA, MSFT, AMZN, and GOOG are down 2-3%.
Just look at MSFT, GOOG and AMZN racking in billions from their cloud services.
I invest in known reputable companies MSFT, NVDA, AMD, NKE and like others. So even if the stock value goes down, I will be back in time. Plus I keep stocks for a long time. It's mostly a reliable process for me.
new burry tweets, new AI model (like this week when googl got fuk), random "fake news" (see MSFT -3% last week or ORCL this Friday), mrPres. bad health condition, MU shitting their ERs... and TSLA increased sales
Some of it was just growth. Some of my big winners are UA, I was into that stock really early on. I’ve had MSFT since around $30. Shopify was also a big gainer for me. Didn’t start out with a huge amount in any of them. Wished I would’ve put more in them. But they grew to be big parts of my portfolio. Except for UA. I sold that one at a good time and put it into Shopify.
Bro on news like this I get if NVDA falls why does AMZN, MSFT, META, GOOGL the whole market have to fall I don’t get it
Best on stocks like AAPL or MSFT where IV is extremely low but they can make gigantic outsized moves when oversold. Apple leaps went up over 3x during this 40% run. Meanwhile on stocks like ASTS, the ITM/ATM leaps barely give 1.1x-1.2x leverage since the IV is 100%.
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
Unveiling MSFT: https://www.reddit.com/r/StockMonitoring/s/hbR3WYBJH2
MSFT Amazon WMT Netflix Google Apple India
MSFT, Amazon, Walmart, Netflix, Google Riding with these companies that are balls deep in a country with 1.46 billion people
How AI can be bubble. My dear friends, it has already entered in our life. I am using it and now ready to pay for it. Enjoy AI. Take risk in any stock on the basis of its earnings growth & fundamentals. MU, TSLA, AVGO, LRCX, META, GOOGLE, MSFT, ORCL etc are big companies. These companies financials fundamentals are very strong and expenses on AI doesn't have much impact. AI is going in right direction, as per my opinion.
ORCL is a terrible stock. There are much better stocks out there. I would rather buy GOOG, MSFT, AMZN and NVDA.
Except the part I had NVDA, MSFT and AMD calls for most of the last 2 years LMAO🤌
Reversing you on Monday. Dumping my MSFT and buying AMZN calls. This should ensure both stay flat for the foreseeable future.
Broad market bull market trade + pmcc for income: NVDA MSFT Moaty compounder bought at reasonable price: NFLX, PG. Cheap turnaround story but takes time to play out: PYPL, NVO
Exactly. Shit is all messed up. Even the headlines. Last week about MSFT, then MSFT comes out an hour later saying thats not true. Or today with Orcl, saying that there was delays in the data centers to 2028, then Orcl comes out to clarify saying thats not true. All the headlines are BS. Even the QE, Rate cuts, 40b Liquidity, etc. ALL bullshit. They are just moving the market however they want. Good news or bad news, the market just moves irrationally. Look at Tesla for example. Its just been horrible news for the last few months, yet its performing pretty well since October meanwhile NVDA has had only good news and earnings and its down almost 17% since the 210 highs of October. Shit makes no sense. More volatility up ahead next week with the deadline for the Epstein file release December 19. Then there's the whole tariff rulings which i have no idea when it'll be.
I have about 90% of portfolio into it and I was early in this, now could it see some correction even from here? Sure. The again, stock has been consolidating in the 40s for about a month now. But you have to trust in the overall thesis and past few weeks is just bearish around AI in general and NVDA taking a hit does not help, but nothing fundamentally changed drastically, they still have 3GW in the pipeline, a MSFT contract and Sweetwater on the way. I am bullish and will be adding here and there, will be monitoring the progress next earnings and go from there.
I've been "in the game" since about 2006, but seriously investing since around 2017. I "traded" a little in the beginning but never had enough to actually invest cause I always needed the $ for living expenses. When I moved to America in 2013 I started again with the goal of buying and selling when hitting 20% because that was someone else's strategy. I owned TSLA, NVDA, MSFT, GOOG and many others and sold them all for small profits. These days I buy when I have surplus funds and rarely sell. I have changed thesis on very few stocks I've bought since 2017, hence I haven't sold.
Y'all screaming BUBBLE. Meanwhile mag 7 ytd... MSFT +13.53% NFLX +6.80% AAPL +11.13% TSLA -4.35% GOOG +63.39% AMZN +3.10% META +10.03%
So post their earnings, NVDA sold off AVGO sold off MSFT sold off META sold off PLTR sold off HOOD sold off
ORCL is simply a bad investment IMO for one simple reason, it's not predictable. AMZN, MSFT, and even GOOGL have much more predictable Cloud growth because they aren't dependent on a few super big customers, and large numbers of people consistently choose their cloud services. ORCL by contrast is simply a gamble with HIGHLY unpredictable growth, and an extreme over-dependence on a few key clients like OpenAI for much of their growth. You might get lucky some of the times if you time your buys into these unpredictable stocks well. But you're likely to do much better long term if you dollar cost average into a company that consistently grows by a predictable amount like AMZN/MSFT/GOOGL. Also to be frank, I have zero confidence in Oracle's leadership due to their java lawsuit against Google. The lawsuit makes it quite clear to me that Oracle would rather litigate than innovate, which is a very bad thing for a tech company in a sector where innovation is especially important. Oracle's lawsuit would have had MASSIVE negative side effects on the entire tech industry if they had won. Basically the entire tech industry, even including Google's arch enemies, filed briefs siding with Google that explained just how insane Oracle's arguments were, and just how badly it would screw up the whole tech industry and open source software if the courts sided with Oracle.
Today's action should not have been surprising. Earlier this week MSFT, ORCL, even the futures showed signs that we were near a selloff, but all I saw in this sub was people saying "SPY 700" and "Santa Rally" 😭
MSFT 480 strike, meta 646 strike Amazon 230 strike
MSFT, GOOGL, and META relatively stronger than the market today.
I ended up losing so much money this week I decided I am just going to have a port of stocks and not play random options anymore. Currently holding: NOW, BABA, AMZN, DRS, UNH, MSFT Might get into NBIS if it dips a bit more
Damn MSFT is really dogshit for intraday trading huh
META forward PE 22 NVDA forward PE 23.5 ORCL forward PE 24.5 MSFT forward PE 25.5 AVGO forward PE 26.5 GOOGL forward PE 27.5 AMZN forward PE 29 NFLX forward PE 29.5 AAPL forward PE 30.5 AMD forward PE 33 TSLA forward PE 209
MSFT 480c + Spy 685c gonna be green EOD or nah?
Yet everyone screaming "bubble". MSFT not much better.
When did MSFT go from old reliable to MU?
I'm sorry but if you're already down 6% for the month you shouldn't be dropping while the rest of the market does. You've already dropped enough this month. Fucking stop. Looking at you MSFT
Well well well If anyone followed my plays you are welcome [https://www.reddit.com/r/wallstreetbets/comments/1pk8rsz/comment/ntl3edl/?context=3&utm\_source=share&utm\_medium=web3x&utm\_name=web3xcss&utm\_term=1&utm\_content=share\_button](https://www.reddit.com/r/wallstreetbets/comments/1pk8rsz/comment/ntl3edl/?context=3&utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button) MSFT is the only one that didnt hit
my collection of trash is depreciating - MSFT blz bro
META, ORCL, AMD, MSFT, NFLX, AVGO... next up to get rugged is HOOD, then CVNA.
If you held META or MSFT the past month, I’m sorry for you
MSFT spinning up their drill yet again
Its not because its low that PLTR is overrated. The company is not valued as high as NVDA, MSFT,... On a small value company, a small net income can be proportionally bigger than for a mega large cap. The chart given for PLTR is too squished to be able to say anything. For TSLA you are correct because the company is valued as a mega large cap, and yet it has a small net income. But again it being small wouldnt be too bad. What is worrysome is that it has been decreasing over the last years. A healthy company should see it's net income increase yoy and not decrease. That's one of the biggest reason why I wouldn't invest in TSLA long term. Its super fun for daytrading though. And TSLA is a special case because of the fanatics that love Elon no matter what he does or say. So the TSLA share price might never care about having a declining income and maybe it will continue rising and people will make a lot of money keeping it long term. I just personally don't want that level of uncertainty in my long term investments.
this is fake as shit look at how the line below total return goes thru the numbers also doesnt look like any brokerage layout this MF made this in MSFT paint
GE was one of the great stocks of all-time it's until 2008 credit crisis, if not earlier Buying top 5 SPX stocks has been death until AAPL, MSFT, NVDA
Who cares what happens in 40 years? I guarantee GOOG, AMZN, MSFT, and META will still be in the S&P 10 in 10 years. That is a much more relevant timeline
What should I buy with my 43 dollsrs from MSFT dividends tomorrow
Just got that MSFT dividend, roll tide
Except pltr and TSLA, but oh no it's nvda and MSFT causing the bubble
Plays I’m doing tomorrow so you guys can inverse me if you want. VIX calls for next week ORCL 197.5p 0dte if I get in a good price CVX 1/2/2026 150p IWM AND SPY puts MSTR 182p if the price is right MSFT 0dte calls
zzzzz..... wat you smoking bud? MSFT +0.20%, META -0.02%, NVDA -0.17% ORCL cooked itself
I’m enjoying watching companies like NVDA, ORCL, MSFT, and META get smacked down and the market continue to rally. Screams continued strength in the market for quite a while longer.
Good businesses generate even more cash than their reinvestment needs. MSFT for example which also buys back a lot of shares. Owners get a larger percentage of the economics as the share count is reduced. I agree that companies that only buy in stock but don’t have a lot of new opportunities are not attractive. But KNSL is funding a ton of new growth - And giving owners back value via fewer shares outstanding.
MSFT & META positive after hours and the rest of mag 7 + AVGO are in the red
AVGO, with tears in its eyes, opens a door labeled "megacaps that got sold off after an earnings beat," and is warmly welcomed by its friends NVDA and MSFT. Suddenly things don't seem so bad.
If all these companies announce 100b capex each during their next earnings call. MSFT, GOOG, META etc SPY might hit 600
Unless there's new news, I'm not sure you're correct. MSFT, META, ByteDance, and Google are known customers. They are in development with OPENAi and havent reported revenue or backlog on them that I know of.
* META * MSFT * NFLX * ORCL * AVGO Next = ?
Lol the H1Bs said something bad just like with MSFT last week.
Nah the argument here is this is a potential signal of risk off. At this point, I do think the ORCL/OpenAI woes will probably at the very least transpire in a full Nasdaq correction at some point early next year. The fact that NVDA/MSFT are lagging with their weight is an issue if this unravels. The question in the room that we won't get a clear answer to until next year is is this late 2020 where we see tech take a breather for a while or did this turn out to be 2017/2021 and we'll have a midterm year that's a mix of 18/22.
Escaped my MSFT calls for a 25% profit…getting out of that dogshit
Great post Manu. You've done MSFT. What P/E numbers do you get when the plug the rest of the MAG7 into your calculations?
MSFT gonna rip back to 500 so fast 🟩🟩🟩
Honestly from everything I’ve looked into regular independent investors can’t buy into OpenAI directly. It’s not a public company, and the only people getting a piece are huge firms like Microsoft and SoftBank through private funding rounds. The closest way for us “normal people” to get in on it is just buying Microsoft (MSFT)since they’re the biggest investor and basically tied at the hip with OpenAI. If you want even easier exposure ETFs like VOO, IVV, QQQ, or VTI all hold Microsoft as one of their top positions so you get indirect OpenAI exposure that way. But yea there’s no legit way for retail investors to buy OpenAI shares directly right now. Anything claiming they can get you OpenAI stock is most likely a scam.
Cmon MSFT give me the gap fill
Is MSFT not so "micro" and "soft" after all??
Is this MSFT action from the GPT news? I grabbed calls early today and they were just getting theta’d