Reddit Posts
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
Made $375k CAD day trading using margin in 60 days
MSFT has accepted delivery of IREN's 50MW Horizon 1 facility
$IREN delivers first 50MW Childress Horizon 1 facility to $MSFT
First ever closed trade on moomoo, and it's a solid win thanks to Microsoft
I'm deciding to sell NASA (tema) etf for tax loss harvesting, since I made around $300 in profit so far in 6 months. Should I do it or no? Needed thoughts.
Put ~$1.17M into MSFT. 29 days later walked away +$340K. 🫡
Ban bets Nintendo to $16 EOY and MSFT to 500 (when it was at 367) guy here. Ban bet to $25 by EOY.
free tool where you can enter any S&P 500 ticker and compare its historical performance
MSFT - bought the dip June 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT hits positive net gamma exposure right now
I’m rotating around 80% of my MSFT position into META. Here’s my reasoning.
Ban bet Nintendo stock to $16 by EOY and if it hits $16 I’ll donate some switch 2s to children Hospitals
Mentions
Rare sentences: “Should’ve held my MSFT calls, it was the move 😩😳”
GOOG becomes the next MSFT in terms of price movement, calls it is
He’s a vulture. Sometimes he hits it out the park with BK, CMG, MSFT. But he mostly loses and cuts his losses.
Google took up MSFT's mantle of inverse SPY, huh? Sure, why not, theyre just at the core of the entire AI buildout and own large shares of SPCX which are inexplicably up like 10% today
I have friends in MSFT and their consensus is this goes ATH 580 post earnings. Your puts are cooked
The random MSFT stop loss hunting drops need to be studied
Long MSFT, my financial models run on excel.
I think this earnings cycle will buck the trend We got meta today, GOOG MSFT end of month , NVDA next month All of them are gonna show Sustained Revenue growth on AI that I think will change the way market prices things. This quarter the intelligence of AI went vertical. Agentic AI is commonplace and is using so much compute, and has loads of demand from corporates.
He’s gonna breakeven at best, MSFT already retraced half the move
Saw someone full port MSFT puts, so im gonna spend all day consulting the dark arts to spite that one guy specifically, and for no real reason
MMs and hedge funds are clearly trying to prevent either of them rising- they're gonna sell or short again as soon as market opens and then it will be a fight for them to go green. Particularly for NBIS. Very similar to what they did to MSFT for the first six months of this year.
He bought MSFT on the dip. Just like Target, Netflix can turn around once sentiment shifts from bearish to bullish. Up to their new leadership. Do not bore viewers and do not make the experience worse.
Yeah waiting for Anthropic to 1.000x their 2T market cap, totally the same as MSFT/AAPL/GOOGL lol
NFLX is not MSFT, but yeah no one wants to buy in a seriously declining stock…
I would substitute NFLX for any other blue chip stock tbh… AAPL MSFT AMZN all are better options than NFLX to me. They have media and are relatively AI-proof and recession-proof.
they said the same thing about MSFT a year ago
Apple, MSFT, Google, etc will buy the remains for fractional Pennies on the dollar
People are going to be like, how were we supposed to know that the technology that magically solved coding and can basically do anything in software was going to be big. The same fucking people who didn’t invest in MSFT, AAPL, GOOGL, etc like how were they supposed to know computers and the internet was going to be big, they didn’t have a crystal ball or apparently >100 IQ.
$MSFT/$AMZN/$META report blowout capex numbers that go to semis. Semis like "eh". $SPCX reports made up revenue numbers in the trilly range. Semis pump like FUCK YEAH. If this pump seriously hold up tomorrow just throw in the towel on rationalizing anything in this retard market.
And than he'd have to hold MSFT shares for like 6-12 months at worst before he could sell Covered Calls above his cost average would be the most likely result on that honestly.
Yeah they said exactly the same thing when I bought the bottom on MSFT.
Hard to say, but it's wild how much can be done with it if it gets used to its full capacity. It's also built into the entire Microsoft suite of apps, which the business world is going to keep using, as it has for the last 30 years. For that reason, I'm particularly bullish on MSFT. I work in engineering consulting and I would say if everyone spent the time to learn to use copilot well, I imagine our efficiency would improve by 30-50% as a firm. That's a lot. No other change could make that kind of improvement to the bottom line.
MSFT giving me a major ber chub right now
SPCX up 0% to date. MSFT up 36% since SPCX IPO.
No, I do not think this will print. Tech earnings have not been disappointing so far. Yes, valuations are stretched and a beat doesn’t move stock much. My best guess is MSFT will decline 2.3% after a decent earnings and you’ll lose.
MSFT making me macrohard right now
I may have bought a few. One was on MSFT tho so its looking sexy
What kind of a correction or downturn should we expect or plan for in tech? Supposedly when/if this ai bubbie pops, what kind of pullback are analysts thinking of for various tech subcategories? 1) MSFT, NVDA, GOOGL, 20-percent? 2) memory like MU, 30-, 40-percent? 3) ETFs SMH. VGT?
Why would MSFT go down? It's one of the few I'm bullish on. It barely corrected while everything else ripped to ATHs. For example Google up is 30% on the 1 yr, AMZN is up 20%. MSFT is... flat. And you think it's going to go... down? Why?
|**Company**|**Market Cap**|**Quarterly Revenue**|**Quarterly Net Income**| |:-|:-|:-|:-| |**Apple (AAPL)**|\~$5.00T|\~$100 Billion|\~$23 Billion| |**Alphabet (GOOGL)**|\~$4.16T|\~$90 Billion|\~$25 Billion| |**Microsoft (MSFT)**|\~$3.96T|\~$67 Billion|\~$22 Billion| |**Amazon (AMZN)**|\~$2.83T|\~$162 Billion|\~$15 Billion| |**SpaceX (SPCX)**|**\~$1.94T**|**$14.58 Billion**|**$4.40 Billion**|
\^ I second this opinion. MSFT is a great company and will do well in years to come. In 10 days, it can go either way. I personally won't bet against great companies. If you had the money, the best trade IMO would have been selling covered calls and collecting the juicy premiums.
MSFT earnings call next week. 100% mooning. Their usagebased-priced AI went live last Q which rakes in tons more cash than their fixed-priced AI. If they still somehow manage to disappoint then I'm riding a world ETF for the rest of my life.
GOOGLE will have a run like MSFT and everyone will be \*shocked\* just don't know wen
Wow MSFT is just dog shit huh. QQQ and everything else shooting straight up while MSFT waffles around.
fake clifford on MSFT to hunt stop losses
MSFT is 3.7 pwrcwnt off ATH. Evwn if you bought the exact high you would ve nowhere nesr a "bagholder. If MSFT went to 200s then sure.
How is searching in Windows explorer still so abysmal - Puts on MSFT forever
First, I have no idea when the bear markets hit. I think it's now but could be dead wrong. MSFT, AMZN charts look pretty good, if you believe in the companies stick with it. T looks like it's going nowhere.
So my long dated calls JAN 2028 on MSFT AMZN T and a few others - time to sell to close?
If you’re long-term investing just choose a reputable broker instead of some shady offshore BS, Fidelity is fine. You only start needing more expansive/comprehensive broker platforms for more complicated forms of trading like scalping. Basically any S&P 500, NASDAQ, or broad market ETFs are good. Always have most of your portfolio in these types of vehicles; these are the retirement prep. If you wanna find the next NVDA use a small portion and be prepared to be wrong. Finding the next “big one” is called speculating. That’s a fancy word for guessing with your gut, which is unreliable. Dont try to pick single stocks, don’t try to time anything; just invest small amounts consistently (maybe with a small lump sum to get you started, ensuring you keep at ***least*** 6 months of emergency funds in that HYSA). In terms of saving for retirement, boring is better. Let compounding do the work for you. In the event of a big pullback during a recession or depression, don’t panic and sell; look at it as an opportunity to get more shares for less money. This is why as you get closer to retirement you diversify into fixed income assets because you won’t have the time to recover from drawdowns and protection of capital becomes the focus instead of growth. If you dump $10k into VOO and we get a 50% crash in two years, don’t think “I’m down $5k” but rather “I can triple my position for the same $10k and ride the next wave up.” Imagine this; VOO is @$700, you can get \~14 shares for $10k. Next year say it crashes to $350. You can now get 28 extra shares for the same $10k, and you have 42 shares total now. If it goes back to $700 your position is now worth $29,400. This is obviously a hypothetical scenario, just giving an example. That’s why I hate bailouts; it strips young investors of the opportunity to buy valuable assets for cheap because the old fucks want daddy to save them. Crashes are good; they bring ample opportunity for younger generations with less wealth accumulated to size up and build their portfolios for the next bull runs. Here’s some interesting comparisons from the bottom of ‘09 versus current valuations of well known companies: ***Apple (AAPL): \~$2.50 -> \~$340*** ***Microsoft (MSFT): \~$11 -> \~$530*** ***Amazon (AMZN): \~$3 -> \~$262*** ***Walmart (WMT): \~$13 -> \~$119*** ***Oracle (ORCL): \~$7 -> \~$129*** These crashes suck absolute ballsack for someone 3 years from retirement who didn’t shift to capital protection like my asshole of a grandpa (he truly is an asshole); but for those young guns out there these types of opportunities don’t just provide solid returns, they provide life changing opportunities. The ‘08 crash scares the shit out of my parents and they went fixed income for the last 18 years when really they should have doubled down given they both *still* work (and will for a few more years) so they had ample time to ride out a recovery in the event of a subsequent downturn. Now they both spend every other day going over their retirement numbers, pensions, etc. because they stuck themselves with 2-3% earnings for almost two decades and grew almost nothing. I wish I had the knowledge then that I have now because they’d be rolling in dough, but alas I was a little tyke back then worried about what pizza we were having on Friday. My mom had one pension that was stuck on the market and she couldn’t change it to fixed rate; that one pension has done 150% over the last \~20 years, meanwhile their fixed rates haven’t even really touched 1/3 of that. When you see and feel financial struggle firsthand it gives you a drive to learn like you wouldn’t believe. Just keep learning and keep diving. Asking questions means you’re in the right direction. Best of luck to you.
AMD, META, MSFT. Up 93%, 16%, 43% respectively.
I think it’s a decent gamble. But it is what it is, a gamble. You could have a MSFT situation or you could just lose 11k.
This is exactly why it’s going to pop suddenly like MSFT did. Probably post- mid terms. Shares are better for the mag7 right now though. Not going to play options
you have to establish a base camp ⛺️ on your highest conviction companies/indicies based on your own thesis and DD if you buy some shit based on something some fukhead said, you will sell out of it and buy high and sell low then take 10-20% and go for beta and outsized gains the biggest determining factor in growing wealth is spending less than you bring and put those dollars to work buying assets. my base camp ⛺️ QQQ VOO SPY SCHD AMZN GOOGL MSFT thank you for coming to my TedTalk
Neoclouds like NBIS / CRWV won't exist in the next 2-3 years. Companies now running local models on Mac minis & AMZN / MSFT / META will have enough compute on their own :vanish:
Not buying Anthropic/oAI for that reason. Buy their landlords. When they fail (coming soon), AMZN/GOOG/MSFT will be the ones who get paid.
One data point from House trading disclosures rather than analysts: since late May, members’ AMZN trades have leaned toward selling. There were four sales (June 1, 5, 16 and 25) and one purchase (Rep. Kean, July 8), all in the smallest $1,001–$15,000 bracket. I wouldn’t read much into it. Rep. Van Epps’ June 16 AMZN sale was one of 13 stocks sold from the same account that day (GOOGL, AAPL, MSFT, NVDA, META and others), and Kean’s filing says third-party advisors make his trades. Across all of 2026, the House PTRs I could find come out about even: 10 buys and 9 sells, all small. So Congress isn’t making a call here either way. The $350 target lives or dies on AWS growth against the capex bill. Amounts are ranges as filed. No AMZN position.
I mean, you're not wrong but I'll wager that SAP also use MSFT in their core operations, (and probably to a much larger extent). And SNOW is where those enterprises are now doing a lot of their development, and that's a closed ecosystem, so pulling SNOW means abamdonong whatever they've built. It'sayne not as widespread as SAP, but it's a super-sticky customer relationship to try and exit from.
>The Nasdaq in 2000 was the opposite, it fell 78.4% over 31 months and didn't close above its March 2000 high until April 2015. This statement holds a lot of meaning for a person who might have lump summed all their investment capital ito the NAS in March 2000. It holds less and less meaning for the people who have smaller percentage of their investment capital invested in NAS in March 2000. The reality is the people who had been investing DCA through the 90's were doing just fine through the dot com burst and financial crisis. When 2022 hit, my portfolio did take a big haircut. But buying more AMZN MSFT GOOGL SHOP NVDA AVGO QQQ VOO would have increased my cost basis, because my accumulation had been done for years prior. Investors who buy and hold companies with growing top and bottom lines eventually get rewarded. It's the speculators that may need to panic.
How's my boy MSFT looking for today?
it's a stock, it's a buy, it's not what you would expect >!MSFT!<
#I'd replace ORCL with MSFT LMAO🤌
There is no market outside of tech and semis Either we end up getting RSI AI models and tech and semis go 10x or shit just plateaus and companies like GOOG MSFT hyperscalers lose like 30% market cap and then go up anyway because they are still massively profitable businesses Outside of tech, the economy has no hope with the wars and high inflation and high interest rates
Yeah something like that. I bought MSFT calls when everyone was shitting on MSFT.
VOO But in trading account, GOOG and AMZN and MSFT
The scenario is ‘everything companies’ like Google/MSFT/Amazon/Apple/etc with diverse revenue streams would happily pick through the corpses of single product AI companies.
Disagree. Costs spiraling and growing exponentially faster than revenue. Classic bubble sign. Cash flows keep deteriorating. META, MSFT, GOOGL, AMZN everyone is going cash flow negative. Everything you mentioned could be done with fraction of the spending on open models with niche datasets and far less compute than what we're doing. Edit: I'm not saying it won't still go up. But if it does, it will be fueled by debt and circular spending, not organic growth.
Bro you got a baby on the way? You can’t let the baby grow up middle class. Put it all on MSFT longs. You’ll either be rich or so poor the government will give you food stamps and free healthcare. It’s a win win.
Yeah I’m 40% MSFT. Loaded up at like $360 or around there a few months back. Most obvious buy ever
I feel inclined to sell my shares of MSFT tomorrow
Forget about AI GPU compute for a minute. The reason why AMZN and MSFT have soared in the past decade is due to wide adoption of their CPU based hyperscaling. I don't think you can really call an NVDA GPU a commodity because AI for past 10 years was developed on CUDA platform. You don't just replace NVDA with AMD in this case. But CPU's and servers had already been a commodity for 2 decades. If AMZN and MSFT can get high margin for those commodities, just imagine what they can do with limited supply NVDA GPU? And AMD will probably come in with some inferencing too. Something to keep in mind is when you rent capacity from the hyperscalers, you aren't just buying the pure output power of resources - you are paying for a services layer, a physical protection layer, a security layer, a connectivity layer etc. Imagine I delivered a GPU rack to your house or even your general office business location. What can you do with it? You don't have the power, the cooling, probably not even the know how etc. You pay the hyperscaler premiums because you can login to a browser and with a few clicks you have something operational, or login and deploy a snipet of code and boom you have access to a resource.
honestly this reads more like a power problem than a demand problem. MSFT just walked away from that Nscale site in Essex right after the grid reportedly said no power until the 2030s. kinda hard to spend on a site you can't even plug in lol
GOOGL, MSFT and AMZN earnings might be considered relevant, too.
Nscale says the other Microsoft contracts in Norway, Portugal and Texas aren't affected, so this one looks site specific. bigger worry for the IPO imo is MSFT + Anthropic being ~85% of contracted value per the IPO docs, and the Norway site running ~6 months late too
But eventually the reality of cashflows has to matter. The only way for spending to keep growing exponentially upwards faster than revenue, including at AMZN, GOOGL, META, MSFT and so on, is to make the debt bubble even bigger.
Stocks go up and down, who cares. Only bad investors say there is an AI bubble while companies report record profits. Think about how many fucking dumb ass boomers watched MSFT, GOOGL, AMZN, AAPL, etc take off and are still poor today. It’s like an IQ test and half of the tards will fail the AI test too.
This 1000% lmao. Reading the headlines you might think MSFT don’t want compute anymore and the sector is doomed
MSFT cancelling deals with NSCALE because they can't build fast enough
Yep this is where we see the difference between an investor and a speculator. I could look at the 5-7 year stock chart for GOOG MSFT AMZN NVDA and might conclude their businsses sufferred major setbacks a few times. Yet if I looked at 10Q's and 10K's instead it paints a different picture and the one I like to see.
Anthropic and OpenAI won't go belly up per se. They might not be able to absorb the costs on their own, until all this turns profitable, but demand and value of what they do is here. Whatever happens, big boys like AMZN, GOOG, MSFT will be there to bail them out one way or another.
* **Microsoft (MSFT — Q1 FY2027)**: Wednesday, October 28, 2026 (After Market Close) * **Alphabet (GOOGL — Q3 2026)**: Wednesday, October 28, 2026 (After Market Close) * **Meta Platforms (META — Q3 2026)**: Wednesday, October 28, 2026 (After Market Close) * **Amazon (AMZN — Q3 2026)**: Thursday, October 29, 2026 (After Market Close) * **Oracle (ORCL — Q2 FY2027)**: Thursday, December 10, 2026 (After Market Close) **Key Metrics to Track on the Calls** * 2027 CapEx Trajectory: Verify whether management teams reaffirm the expected +37% YoY cloud CapEx step-up ($1.39T total) or signal that growth is beginning to plateau. * **Backlog-to-CapEx Ratio (RPO Growth)**: Compare Remaining Performance Obligations (RPO) against capital expenditures. Strong RPO growth with flat or moderating CapEx guides indicates that cloud monetization is ramping faster than new hardware spend. * **Power & Deployment Pacing**: Listen for comments on grid interconnection delays, substation transformer lead times, and transitions to 800VDC rack power delivery. * **Optical & Custom Silicon Ramps**: Track updates on custom accelerator deployment (such as Google TPU v6/v7 volume, AWS Trainium3, and Meta MTIA) alongside near-packaged optics (NPO) adoption across 1,000+ XPU clusters.
* Microsoft (MSFT — Q1 FY2027): Wednesday, October 28, 2026 (After Market Close) * Alphabet (GOOGL — Q3 2026): Wednesday, October 28, 2026 (After Market Close) * Meta Platforms (META — Q3 2026): Wednesday, October 28, 2026 (After Market Close) * Amazon (AMZN — Q3 2026): Thursday, October 29, 2026 (After Market Close) * Oracle (ORCL — Q2 FY2027): Thursday, December 10, 2026 (After Market Close) Key Metrics to Track on the Calls * 2027 CapEx Trajectory (The Second Derivative): Verify whether management teams reaffirm the expected +37% YoY cloud CapEx step-up ($1.39T total) or signal that growth is beginning to plateau. * Backlog-to-CapEx Ratio (RPO Growth): Compare Remaining Performance Obligations (RPO) against capital expenditures. Strong RPO growth with flat or moderating CapEx guides indicates that cloud monetization is ramping faster than new hardware spend. * Power & Deployment Pacing: Listen for comments on grid interconnection delays, substation transformer lead times, and transitions to 800VDC rack power delivery. * Optical & Custom Silicon Ramps: Track updates on custom accelerator deployment (such as Google TPU v6/v7 volume, AWS Trainium3, and Meta MTIA) alongside near-packaged optics (NPO) adoption across 1,000+ XPU clusters.
Yeah that’s my thought. If they can’t get compute power until the 30s then MSFT is pulling out. Pretty straightforward
MSFT pulling out of the Nscale deal MSFT prolly will go up, but everything semi and everything related to data center build out prolly gonna tank
How do you reach the conclusion that demand isn’t there from MSFT cancelling a contract because MSFT wants the supply earlier?
I mean if they had actually gotten the power supply, MSFT wouldn’t have walked. It’s as easy as that.
Especially if MSFT wants a site in Europe
the CoreWeave 2031 bonds over 15% is the number I'd keep an eye on. if that keeps widening while the hyperscalers barely move, it's a funding problem for the levered names, but if MSFT and GOOG spreads start moving too then it's a lot bigger
It kind of is. Just like the deepseek drop, CXMT suddenly announces that they’re going to produce RAM and so semiconductors routed. But there’s other factors as well. Interest rates / bond yields. AI company profits and their borrowing. Inflation. High tech valuations. The rest of the economy. But build out is continuing… Yes. Lots of earnings reports starting this week so let’s see what happens. I’ll be watching a few closely, META, Google, Hynix, WDC, SNDK, MSFT. I’m hoping for a rebound. Not sure if this is the end just yet. End of November NVDA reports.
3 biggest positions are tied META, MSFT and MA (all bought before the run ups)
I mean GOOG and MSFT are both doing the spending not gaining from it so that's kind-of a moot point and NVIDIA even if sales drop %70 of expected income they are still gonna be making more by 2027 than they were last year. I also just don't see NVDA's sales dropping that much long term even with an AI CAPEX decline
Holding around 40% of my portfolio in GOOG right now. After buying META and MSFT with leverage before they both ripped (extremely lucky degen).
Are the biggest scalers even using debt for the buildout? Pretty sure MSFT GOOG amzn are just using cash to fund this
The chip stocks are all posting record revenues, as well as hyperscalers like MSFT GOOG …. I honestly don’t know why everyone’s focused on the likes of coreweave whose market cap is like .1% of these giga hyperscalers lol
I'm balls deep in MSFT leaps from earlier this year, no ragrets.
Nothing wrong with Coreweave. Their customers are MSFT and the like. They will easily get through the interest rate hike and stock will fly back. Meanwhile Democrats are putting oil on fire to bring the stock market down.
GOOGL, MSFT, NVDA, TSMC, MU all long-term hold
GOOGL, MSFT, and NVDA. Yeah I'm basic, I also don't care.
AMZN, MSFT and DGXX. You could literally just go liquidate DGXX and get a 150% return it’s wild. Just in cash, stock and unused data center equipment they have $353m against a $265m market cap and that doesn’t even include their tier 1 data centers in NY, their small tier 3 data center in Alabama and their powered land in Alabama
MSFT doing well if you didn't buy ath
I’ve already accepted that AI has invalided about 15 years of technical experience I have and what made me a highly paid accountsnt, but yes I am a candidate subject to be laid off. But I am also hot shit with execs right now because I keep up with the latest AI development, experiment with AI agents in my spare time, and push things to the limit with AI implementation at work, so I’ve just been doing AI facilitation and training sessions in the new found time that I have. I still do my old role, nothings changed from that front, other than the fact that I’ve automated it all with Python/SQL scripts and connected to our systems with MCPs for end to end automation. I just monitor that the agents I’ve set up doing that flow are working as intended. I’ve full ported my savings into tech about 6 months ago , GOOG NVDA MSFT SPCX and SNOW Once the mass layoffs (including to me) happen these shares should also reflect the corresponding shift in value.