Reddit Posts
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 🥳
Hands down, MSFT is the worst fucking investment I have ever owned
my MSFT LEAPS exposure as of July 9, 2026
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
Liquidated all positions: Sitting on $1.2M cash for a 2026 macro restart. How would you deploy this for the next decade?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
MSFT update – holding the bounce, but still under pressure
Microsoft's $2.5B bet might solve AI's biggest enterprise problem
Weighing MSFT plays, straight shares or a long call
The AI capex numbers are getting hard to ignore, but I can’t tell what the market is missing
The move of $MSFT into physical AI is a transformation that warrants a buy!!
MSFT - Bearish Cup & Handle Pattern - Next $342.
Almost lost everything. I promise not to be stupid again…for now 😂
Mentions
Holy fuck I just saw the MSFT pre-market chat, never seen something so flat since my ex
MSFT red its over boys
Man, I made 20% return during this short crash just by buying MSFT and NOW. You may be right, you may be wrong. I will wait for confirmation before anything else.
AAPL was anti AI CAPEX trade. GOOG MSFT AMZN have just proven AI is real
MSFT, Cisco, Intel and Oracle were in the top 10 of Nasdaq 100 during dotcom and were reporting decent earnings. This argument that "but the companies were unprofitable back then" is so verifiably wrong.
AI is actually profitable, as proven by MSFT and AMZN. Dot Com companies weren’t profitable in 1999
Watch MSFT go back to being dumped with all the SaaS stocks
Not to mention long'd MSFT, long'd MELI, shorted PLTR, shorted CAT.. His Nvidia shorts and his LULU longs are like his only big two bad calls lately. He's actually kind of on a roll.
MSFT saved the market and now is shitting alone lmao
Brother you buy value traps LOL Nflx and MSFT you know nothing. Cyclic companies had max 55% margins, MU has 86% margins making 50 billion next quarter. Every big company has concentration thats just how it works eventually with disruptive technologies. Not going to read more of your post.
My MSFT LEAPS I bought a couple of months ago, after this bumper spike, are now only down 25% 😢
You should be up on MSFT yeh?
We might've had SPY 700 if MSFT and AMZN had shit earnings
MSFT straight up revived bulls
MSFT was such an obviously easy money. I haven’t seen anything like that since META and GOOG in 2022.
Think it mostly makes sense. MSFT and Amazon had great numbers, great guidance, Capex didn't come in over expected and cash flow was very strong so they rocket. GOOG has great numbers but negative cash flow and said they're going to spend even more so they get dinged. META...well, they didn't do anything right lol
If money is moving into memory, then MSFT has to go down right
Think it mostly makes sense. MSFT and Amazon had great numbers, great guidance, Capex didn't come in over expected and cash flow was very strong so they rocket. GOOG has great numbers but negative cash flow and said they're going to spend even more so they get dinged. META...well, they didn't do anything right lol
I'm a bear and sold a portion of my MSFT holdings today
Only 3 days in $MSFT history have had a higher return than today. They occurred in ▪ Oct 1987 ▪ Oct 2000 ▪ Oct 2008
MSFT killing everyone regardless now
Why couldn’t the earnings play be MSFT?
Kind of. I have just held a position and it takes months and months to recover. I got fucked on META in Oct of last year and held for months to see break even. I got fucked on MSFT this year, got fucked on AMZN this year, got fucked on TSM this year. And I always just held and held until it recovered. Ironically, in a lot of instances cutting my losses would have saved me a shit ton of heart ache.
Why would you sell MSFT right before er? Might ass well hold through it and then sell.
Man, this week has fucked me over so hard. I can't believe earnings fucked me. Regular market trading has fucked me. Jesus christ dude. What I hold, goes down. What I don't buy into or that I sell, goes up. Like clockwork dude, like fucking clockwork. And the worst part? MSFT fucking rocketed. I've had my ass beaten by MSFT for months now for fucking months. And every time I turn my back, it fucking spikes. FUCK MY LIFE DUDE.
I'm trying to learn options, so you bought MSFT calls June 25 and sold them early like most calls correct? What expiry and strike price?
Woah stock wizard man calm your tots, your a tard if you think meta stays down, yes its declined over the past year but so hasn’t MSFT? You think these companies gonna stay down ? Spy has had years they went down a complete year it’s called opportunity. At least this guy isn’t trying to full port some cheap ass penny stock.
I have a theory that MSFT only crashed near SpaceX ipo because Elon got his investor bros to tank the stock once it came to light that Bill Gates didn't let Elon go to Epstein island.
damn ... I was hoping AMZN will do a +17% like MSFT
I've been trading put spreads on MU and doing quite well with it. I keep my positions small and watch for a large dip in the underlying before I do any trading. Trade no more than 12 DTE or less usually far OTM. Close to Expiration, (2-3 days) and depending on where the underlying is trading I may sell my protection lowering my short as I do so for the same expiration. It's not for the faint of heart and you have to have the where with all to back it. I got beat up doing this with MSFT at the beginning of the year but today I was rewarded for my patience as my total account is up 16% in one day which needless to say has made my year at least for now. Time will tell if I hang onto it although I usually manage to hang onto enough to make a living and to keep trading. All in all it's been a successful year so far.
also curious - has happened more than once imho. sold out of NOW when it happened. sold a bit of my MSFT ytd (LT hold for me but happy to trade it around)
I think the cats out of the bag. The same way Apache/Mozilla kept the cunts at MSFT from controlling access to the internet. You can't stop someone from loading a Chinese open source model, unless we are going to a full time fascist system. I for one welcome that civil war.
This MSFT bagholder has average cost of under $30.
1) I liked the outcome of FOMC, think bond market is doing too much 2) big factor was MSFT earnings call. AI demand is going nuts and the hyperscalers are both increasing capex and putting up earnings numbers to support it 3) luck & a high appetite for risk. I was 95% cash going into close yesterday
Apparently MSFT pump was the biggest mega cap pump day in history LMAO 🤌
META: Retard ceo, bad leadership MSFT: down bad for too long despite consistent year after year of growth and being a good stock AAPL: on a winning streak due to anti-ai fears, had an insanely high PE for mag 7 company
Current positions AMZN MSFT AVGO SNDK INTC straight to the moon
I don't fucking get it. How the fuck can META miss earnings and drop like 10-ish % with a weak out look. And AAPL, the most valuable company in the world, can grow some insane numbers, for such a mature company, beat earnings expectations, and drop 8-9% at the lowest? That's some grade A bullshit. And what's more bullshit is that I got fucked on both of them. Totally missed out on fucking AMZN and MSFT. Just got fucked on AAPL and META. And TSM and GOOGL for their earnings, for that matter.
Some people owe MSFT an apology?
GOOG 80% cloud growth and 7% AH drop Meanwhile AMZN MSFT going freaking parabolic
Yeah OP will bail you with with his 4 MSFT stock holding.
I can’t believe MSFT is the one keeping me in the green right now
taking my gambling port gains from MSFT FDs and pouring it into my retirement port of 100% 2x leveraged SNDK etf korean style investing at its finest
pretty sane IMO to have bought this semis dip. I went balls deep in KLAC ASML LRCX on Tue & Wed. Bought more SNDK too, some GLW after earnings, can't even remember what else. Been buying MSFT under 400 because you gotta be fucken insane not to.
Hello MSFT brother. Yes, but mine are all the way until Jan 2028. Nice returns, but yours are shorter dated and a bit riskier.
Semis and AI high beta momentum pumped insanely…to prices not seen since last week. Imo hyperscalers and showing that they can continue making enough money to uphold ridiculous capex. Swaps on hyperscaler debt easing. MSFT saved the market after being the laughingstock of WSB for months 🕊️. AAPL is the new MSFT
MSFT earnings saved our asses yesterday. How soon people forget boomers use Copilot
MSFT went macro hard and saved the market even though the FUD will be back in September
Honestly I think both AMZN and MSFT popping are going to make GOOG look like a steal in comparison and so GOOG will just go up naturally but slower in little increments as people accumulate. Just be patient. If AI does pay off in the way it probably will GOOG will be $1000/share.
MAG 7 NET INCOME GOOG 112.11B AMZN 62.65B NVDA 58.31B MSFT 35.80B AAPL 29.79B META 15.85B TSLA 🤡 1.10B 🤡 Clear Winner GOOG
Fuck my goddamn life dude. Got smoked on META calls, got smoked on AAPL calls. How in the fuck am I 0 for 2, when MSFT and AMZN are ripping to the fucking heavens???? When I played MSFT And AMZN the last 2 earnings, I GOT FUCKED. Oh yeah, and I got fucked on TSM earnings a few weeks ago, and GOOGL earnings last week. How in the actual fuck does this happen, that everything that I touch dies? Then there are half brain retards out there full porting into MU or SNDK calls yesterday and waking up to a fucking million dollars today. What the actual fuck dude.
Nice, MSFT selling off back to 400
GOOG braindead while MSFT and AMZN putting out +10% days
Made big $$$$ on MSFT leaps. Lost big $$$$ on QQQ 0dte puts. Comme ci, comme ça.
Thankyou MSFT for saving me from a margin call.
Apple’s growth is subpar and it’s overvalued compared to MSFT, GOOG and AMZN. They’re a safety stock people run to when they wanna avoid risk. Unless AAPL posted monster numbers they were gonna tank especially after that run up.
I called the pump on AMZN and dump on AAPL. Too easy to call it after MSFT’s banger yesterday.
That's pretty dope that MSFT keeps making shittier stuff, but instead of getting punished for it, because of our new bizarro economy, all that matters is keeping the B2B AI cycle going.
I almost did that but with MSFT and tbh I would’ve become rich
Another day of MAG 7 cancelling each other out LMFAOOOOOO YESTERDAY META VS MSFT TODAY APPLE VS AMAZON LMAOOO 🤌🤌🤌🤌
AMZN and MSFT single handedly saved us. PRAISE THE LORD.
GG. MSFT mooned. Rich get richer.
AMZN will have a MSFT like day tomorrow. 🚀🚀🚀
Aapl reversing MSFT's move today
SNDK is up over $300 today, MSFT added $60
Only reason AAPL pumped was because it was a hedge against Ai trade. Now it has reached MSFT (contrast every semi) zone, get out while you still can.
AAPL just pulled a reversed MSFT 🤌🏼
MSFT saved market yesterday, AAPL kil today. Giveth taketh
Actually I bought AAPL puts but that was not based on EPS but because sentiment flipped overnight due to MSFT. Wanted to learn more so I can make plays on GOOG and AMZN instead.
Correct, they (and MSFT) are all growing at insane rates. They are clicking on all cylinders, but quarter over quarter will show one improving over the others, taking turns.
STOP HAVING POSITIVE DAYS!!!!!! For some reason only google has these ppl that hate the fact that other stocks go up I've literally seen a post in GoogStock that they cry about how google isnt a rocket like MSFT, like what? Google investors in reddit is like a cult
MSFT and AMZN made it clear it’s not just frontier labs. Demand is broad. Satya in particular drove that point home repeatedly in the earnings call yesterday.
"Sorry babe can't make it to dinner tonight. Yeah, I'm working late" (watching my MSFT short afterhours)
They also had most of their earnings beat come from Anthropic private stock. I'm buying puts tomorrow for sure. I got an MSFT put spread today when it was 17% up and I am up 30% already. Today looks like a bull trap that flushed out a bunch of Semiconductor shorts. It could keep running tomorrow into the weekend too. Most bears were closing shit all week waiting for a day like today to jump back in.
Thank god MSFT is up 15%. Now I am only down 10%.
AMZN about to do MSFT numbers tomorrow
Yes. I don't think the semis run is over - look at AMZN earnings for example. They just jumped because their AI investments have reported profitability. MSFT is similar. The hyperscalers have committed \~4 years of AI capex already. If they're profitable / reaching that (some are starting to) - demand for semis is going to be sky high. Micron has a forward PE of \~6 right now. With 4 years of commitments... that is fucked. They'll make \~70% of their entire market cap in PROFIT within the next 4 years. That is fucking unheard of. IMO the dip was because people knew that there were a few hedge funds who were overleveraged - a dip would liquidate them / wipe them out. We just saw a $40b fund forced liquidated, yesterday / today, because of the dip. After the weak hands get shook / people are forced to sell - it'll go back up. Lotta people are putting PT's of \~1800-2k on micron for example. I believe that. Memory / chips need the semis - and if demand for memory / chips is sky high (it is) - demand for semis is as well. Look at SOXX - the underlying of SOXL and its 6 month chart: [https://ca.finance.yahoo.com/quote/SOXX/](https://ca.finance.yahoo.com/quote/SOXX/) . That's what you really want to be looking at (not SOXL). If SOXX recovers (I think it will) SOXL will recover incredibly hard. 500-700+ by EOY is not out of the question if SOXX jumps another 40-50%. Which... it was on its way to before we just dipped. The PTs analysts are throwing out would put it in that range. 200+ by end of august is easily achievable imo. I'm not paper handsing my soxl lol - it was a complete gift to get the entrance I got. Thanks for forced liquidations of some hedge funds. Those forced sales are done - the bottom is in.
MSFT head and shoulders gghf … going the ORCL way
AMZN and MSFT big dick energy
Bags ended with MSFT now META is my bag
MSFT finally paying back the believers
I hit it huge with AMZN and MSFT who wouldve thought
You know AAPL doesnt invest in ai because its finance department is overtly litigious? (Source: directors at apple that I know personally). It's growing slowly, falling behind, trading at 41 pe, while AMZN MSFT are below 30. Do NOT buy the dip.
Moving MSFT profits into AAPL
Sold my MSFT calls that have been struggling since April. Also sold half of my shares. Enjoying the gains and going to wait for a dip to re-enter
You'd have to look at the 10Q's for IREN NBIS CRVW and the like for neo cloud RPO - I don't follow them so closely. SPCX also announced the payment terms for their deals with GOOGL and Anthropic - again I don't have the numbers off hand. In a past quarter, MSFT did disclose OpenAI RPO accounted for some 40% - that was how the \~$250b number came about. But to my knowledge they have not provided an update since. One thing I can tell you for sure is MSFT RPO had already hit 12 figure before the AI boom, and it's a number that has grown consistently over time (same for AMZN RPO). Bulk of those numbers are coming from big corporate Fortune 500-2000 clients. Most companies have migrated substantial portions of their compute workload to the cloud and some of it mission critical. It's not exactly an expense a business can cut.
Apple was already at ATH while MSFT and Amazon were beaten down stocks ,that's the difference
how about you give me the money you are going to lose I slap you in the face and then put it all on MSFT puts for tomorrow and we both lose it all
AMZN and MSFT are real ones
Take off time. Samsungs earnings were absolutely phenomenal and MSFT and Meta cap x was impressive once again. So much for shrinking that #
I was really doubting it after MSFT +45% and GOOG +82% but Amazons +35% has convinced me
Wtf they are pinning GOOG down for no reason, when MSFT and AMZN got worse results
It never exceeded MSFT on any given day, intraday or on close. You're right on AMZN though
The stock market for most people should just be as simple as: buy AAPL or MSFT only with every pay cehck, nothing else, and don't look at anything for 10 years.
Really lol? Think you should look at the % gain overall. You're looking at the past couple of years. MSFT will still be a big winner in all of this
So MSFT calls should've been obvious