Reddit Posts
US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
The SaaSpocalypse is over - 50k+ in gains on SaaS Names
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
Held MSFT, wonder how much I can squeeze out of this. The itch to sell is real.
SaaSpocalypse > SaaSdemption - back to ATHs? Including MSFT
Beyond the Hype: My "AI Meets Atoms" speculative basket
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Where's that college kid who bet MSFT would be at 450 in august
I am sorry about my previous dd calling the top: I was wrong. But there is more to the story
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
Ultimate DD: MSFT is the best stock in the word because they OWN ALL OF YOU
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
MSFT + RDDT: THE BOUNCE IS BACK, REGARDS
Guess the point where I enabled margin and started playing with options. 🤔
Many of you wanted to know my next move: You should probably short META
It’s SO fair! I LOVE you all I LOVE you all!
Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
It’s not fair! I HATE you all I hate you all!
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Can someone explain the investment thesis behind space stocks?
MSFT will make bank off of OpenAi IPO. Simple math
Experiment to explain regards to stop losing money on earning bets using weeklies
MSFT looking attractive after this overreaction selloff
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
Why the app you’re using should be a stock you own ($RDDT)
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Back to back days of huge volume in MSFT after hours…
AAPL at $302, 36.6x P/E. Can AI justify the premium?
This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?
big tech's $350B AI capex is returning about 18 cents on the dollar
I have been buying up MSFT and NOW for the past 2 weeks. Microsoft sitting at such a low PE was crazy
I tracked recent Congress stock trades - here are the most actively bought stocks this month
Fired my old fart financial advisor, stopped swing trading, started taking profits, started buying the dip (PT. 2)
Tech strength today looks concentrated in semis and mega caps
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Pigeons are pooping right $NOW and $MSFT won’t allow red days or red meat
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Holographic/VR/AR Industry Development Weekly Report, Week 20
Everyone thinks $GOOGL is over valued. Does it mean it’s still under valued?
OpenAI IPO at ~$1T: Microsoft turned $13B into $228B. Now the real question is whether they hold, trim, or quietly watch their moat erode.
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Cerebras's $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.
My regardedness has earned me my first WSB post
🚀 MSFT Is Not Just Winning AI — It Is Unlocking a Robust, Multifaceted, Paradigm-Shifting Tapestry of Generational Alpha 🚀
MSFT: Is Microsoft’s AI dominance already inevitable? Looking for the bear case against this data.
Late starter..has that tech ship already sailed? Amd, MSFT, VOO?
CEREBRAS IPO 14th MAY’26 . Priced at ~ $150-$160/share.
Too Concentrated or just stupid? Microsoft
Robinhood is missing out by not offering 0DTE parlays
Every big tech is green from the beginning of the year, except MSFT. And it crushed earnings twice this year. I just don't understand.
Tracked my buys this year. Am I setting up for underperformance?
NBIS Q1 earnings Tuesday - I have been deep in this name for months
Is there a reason Qualcomm went from 125 to 220 in a week? No one uses them for AI, edge computing, soon Apple will not use their modems
Rate my Portfolio - invest and forget portfolio until 01-Jan-2027
Mentions
MSFT kinda wnated to recover a bit. happy if it oly sloses 1% today ngl
Need a circuit breakers on MSFT
MSFT cliff dive at open is inevitable
MSFT is crashing at open isn’t it?
MSFT was cool for exactly 24 hours
I will only sell if MSFT reaches or exceeds $500, MSFT is still too cheap now ...
Seriously, I'm up 453% on MSFT, but been holding forever 😄
My MSFT 500$ and NVDA 250$ expire 12/18 will print the next 2 month
MSFT what a POS should have sold it yesterday
Today is supposed yo be TACO Tuesday but Google is like "Not on my watch!" And MSFT was like "Can I join" lol
MSFT needs a bounce here or longs are gonna get roasted Wait until 10:30 before making a decision but the after market and premarket look bad
neutral- bullish on the market until the SpaceX ipo (12 June) and next CPI report, NVDA and MSFT still have margin to pump the nasdaq and move the whole SPX by themselves. but 4 bad core CPI reports in a raw will have an effect, macro always starts corrections never valuation by itself.
MSFT needs to replace the CEO with an east asian ceo obviously
Every time MSFT gets a green candle, that micro always goes soft
Pershing square bought 2.1b, there isn’t anywhere that says what PSUS is holding. All I know is that they disclosed they bought shares, not how many shares. They IPOd 2 months ago so the mgmt fee has been .3% of $5B, the share price is down below 40 with a market cap of 3.9b and all we know is that they hold MSFT shares that are up 20% and probably cash for the rest.. I don’t know how anyone would think that this is a 3.9B company when it has much more cash and stock than that. When the new NAV comes out today we will see what it looks like, I am betting it’s above $50
They both suck but MSFT also blows
So GOOGL shows pp to the whole class and teacher hits MSFT pp with the ruler? What the fuck is that 😭
who knew avoiding MSFT this year was the play lmao
Why is MSFT down more than a company that just announced 80b dilution
Fuck PLTR, Fuck HOOD, Fuck ZETA, Fuck MSFT, Fuck NOW, Fuck CRM, Fuck SOFI, and Fuck you all.
Like I said, do the math, it's less than 15% right now. But even still you missed my point, this isn't about day trading. If you are so sure companies like MSFT will decline over the long term then by all means you can go short them.
Hope, i am 80% in MSFT 500$ calls
We don't know what they bought MSFT for. They disclosed they purchased at 21 x forward earnings and 2.1 billion. So let's say it's 405.51 a share. The management fee brings the average share price to 413.62, giving you MSFTs share price from 2 weeks ago, while discounting all other risks. Like their undiversified portfolio, their used of derivatives and their closed end fund. If Microsoft, or any of his concentrated holdings drop, you're taking a drawdown 3x what the market would price. Investors buy value. Pershing has less value because it generates more risk. You just keep focusing on the one Microsoft jump while ignoring all the other risks you'll be saddled with, thus the discount. You're not **only buying** Microsoft.
I’m loaded to the tits with SPCE, NOW, and MSFT. 🤡
ADBE, NOW, MSFT, FIG, ORCL, etc Calls on any of these this morning. It’s all going red to green Someone convince me this software dip is real. Smells like a shakeout
I'm really not sure when was the last time you looked at MSFT's chart, but as of the time of writing this comment the stock is less than -15% from its ATH. Most importantly though, we are talking about long-term here. Obviously if you wanna do short term trading you should look elsewhere, but if we extrapolate 5+ years into the future, I wouldn't bet on any of the Mag7 being lower than they are today, and especially Google.
MSFT gonna be down more than fake space at close LMAO
200 SMA dunked on MSFT like wembanyama
May sell MSFT or some IGV calls to FOMO into it
not safe at all. look at MSFT supposedly the King of safe stocks liost almost 40% and never rebounded while the s&p 500 makes new highs every single week. the same thing can happen to google
GOOG and MSFT have turned into such trash. It really is almost unbelievable
I guess panic buying MSFT yesterday was not the move.
MSFT is complete dog shit lol
Ok but does MSFT deserve -3% today?
i do. i actually have 750 shares of worthless MSFT and 500 of worthless meta and they were 2 worst investments i could have done. this is what made me change my mind. i rather invest the 330kish i have in msft into 5 different low market cap companies that would each individually outperform that pos
why MSFT red today? What happened? This is highly unusual...
Math that for me. They own MSFT at around 411, their own share price has gone down 8% since then. They charge a 2% fee. MSFT has gone up by 20% How are you not buying MSFT at a discount? You can buy MSFT for $390 today?
Today after hours: AMZN diluting shareholders for 20B MSFT down 6% after market
Holy shit the paper hands. I go no problem buying your MSFT & NOW.
Why MSFT giving up all gains? Google raising capital spooked investors?
MSFT has been an absolute nightmare to trade legit not even been worth it All these other blue chips running 20% past highs yet the one stock I pick cant even get within 20% from prior highs This shit market fcking sucks
MSFT Builder conference Windows A.i? Apple Conference next week? Maybe we see some tech growth as well. :)
Congrats to all the people who didn't buy MSFT. you could have picked any stock in the index other than MSFT and you would have outperformed MSFT
Diamond handing MSFT through Build Conference 2026. Oh you better pump to 500
Google diluting is borderline fraud. Like when was the company last operating at a loss? And no, I was only planning to get in on GOOG, soon as MSFT pops...
who knew GOOG dilution was gonna bankrupt MSFT
RTX - aerospace and missiles aren’t going anywhere MU - memory is the AI bottleneck and this is most likely the next NVDA META - one of the only magnificent seven to not be truly rewarded for its merit GLW - electrooptics are becoming increasingly important and Nvidia is demonstrating significant interest MSFT - don’t underestimate their influence in AI, quantum technology, software and legacy elements
Their NAV is less valuable than the market rate because they charge "management fees" for, as far as I can tell, nothing. They use derivatives to magnify "gains" which is basically just them pretending to be smarter than the market until a downturn and because they're poorly diversified. PSUS msft NAV =/ MSFT. And, even if it did, you could just buy MSFT. That's why they trade at a discount. You're not getting MSFT for a 20% discount. You're getting more expensive MSFT. They're taking a speculative risk anyone could do with LETFS and charging you way more for the privilege.
Sold my MSFT calls yesterday for 150% gain then bought some more MSFT calls with the profit. LMAO and it’s gone!
would’ve made more money in a savings account than buying MSFT & META
Goddamnit MSFT doing what it does best...📉
so MSFT trading volume is 800k shares pre market surely when it opens it can still go green right?
GOOG fucked it all up for software. Look at MSFT dying right now.
Diamond handing MSFT through Build Conference 2026. Oh you better pump to 500
Again it isn’t the same asset exposure either. Yes PSUS is going to invest in 10-12 large cap, undervalued funds and hold them. They aren’t the same stocks as PSH, as far as we know. I already laid out an example, they have said they bought MSFT - that was when it was like $411, and it’s up 20% now but the share price of PSUS is down. What etf will let you get MSFT at a 20% discount? You can’t go back in time and buy what they bought.
everyone’s buying mansion in tendy town, while my MSFT & META are keeping me behind wendys.
I should've known MSFT was going to dump when I was really euphoric yesterday 😭
My MSFT calls are fucked
Fact Sheet: President Donald J. Trump Updates Tariffs on Steel, Aluminum, and Copper Imports https://www.whitehouse.gov/fact-sheets/2026/06/fact-sheet-president-donald-j-trump-updates-tariffs-on-steel-aluminum-and-copper-imports/ Trump actually CUT tariff. WTF Also, google issuing shares is just more bullish. META, and MSFT will prob follow.
They figure MSFT will do the same shit eventually
I guess I’ll never learn my lesson with MSFT
Buy META and MSFT before you get trapped out
I should have known the MSFT run was only temporary
Google just had to fuck it up. Not even waited a week for MSFT to continue pumping before killing all the momentum.
Yesterday, I considered doubling down on NBIS or buying MSFT. Guess what I chose? Lol I’m a dumbass.
I’m going to buy PSUS today. The only stock we know they own is MSFT and that is up like 20% since they announced it and up a lot this last week. The fund calculates NAV weekly on Tuesday after market. So the current discount to NAV of 19% represents last weeks NAV and the stock is down while MSFT is up… seems like a reasonable thing to guess that NAV will recalculate higher at COB today. I’ll buy some shares and find out.
You can stop pretending to like MSFT now
There’s a lot to unpack looking in to the behemoths, but the most recent breakdown I heard for MSFT blew me away with a rational translation of how discounted it is. And Microsoft build is just about to kick off. It’s not $exy at the moment, or often lol but the value is there.
Did MSFT touch more kids or something jfc
Okay, but why are MSFT and GOOG down almost 3%?
Can Mrs. MSFT day Something good @the keynote
One to hold MSFT and four to turn the ladder...
MSFT puts are more reliable than camrys
I'm totally not coping, I'm just waiting for MSFT, NOW and QCOM to start pumping at market open.
Dog shit MSFT headed back to 420
Goog selling shares to raise some money, so naturally this is extra bad for MSFT
Why is MSFT selling off? They just can't let MSFT have a good run can they
Instead of buying AVGO at 400, I bought MSFT at 400 :)
A new dip presents itself in MSFT
MSFT is a deadstock, why investing in MSFT when there is MU that is +10% every single day with occasional 20% days with -3% pullbacks?
GOOG rugpulled its shareholders, how long til META AMZN MSFT rug pull? Answer is: Not long
# even MSFT and META would have given you better 1y return than🌽 # LMAO🤌
Should’ve held my NVDA calls, damn. I’m stuck again with MSFT
MSFT yesterday premarket 470, now 450 why?
Shout to GOOG for somehow also killing MSFT
Why hold MSFT when MRVL go up more