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
MSFT all time high is like $525 literally like 6 months ago. Just for the record.
MSFT, HOOD, Reddit and AVAV.
MSFT pos. sell it this low to buy quality stocks like QBTS and MSTR
AMZN, GOOG and MSFT Capex spend will be reflected in Cloud revenue boost. Their cloud revenue acceleration is significant and we are in early phase of AI cloud boom. Its not as if enterprises will stop using AI anytime soon. Even if GOOG is not able to sell enough of Gemini to cloud customers, they can lease infra to OpenAI or Anthropic for their AI loads. They have 8 million customers on Gemini Enterprise already and I expect that to grow. Only META is a question to me. They dont have enterprise revenue and do they need to spend 135B to push ads on to FB/Insta/Whatsapp is the big question. I dont think their glasses will grow fast enough to justify this kind of push. They already have like million GPUs inside their DC. how many more do they need for their workloads!!!
OK so you saw that MSFT was $70 off it's ATH so you paid $70 for an ATM call where you only profit if it gets back to its ATH in 1 year... Sounds like a risky play to me. Your risk management is whack, truly. You would have been much better off going 70 strikes down to reduce extrinsic. You are focusing on entirely the wrong thing if you are bringing up Greeks at this stage in your journey. Did you just put them here because you expected people would ask for them? Honestly, you are doing it wrong if you are doing pure speculation plays which I would call this. That's not what options are for. You are better off going to Vegas and betting the same money on black.
Chat, I think I successfully bought MSFT at the bottom
I was staring at AAPL Calls on Monday too, was gonna cut my MSFT. I gotta kill this ego that doesn’t wanna realize losses
Whoa 😳 making $ on MSFT 400c 😂
I fucking knew I wanted to sell my dead MSFT calls yesterday and throw it into HOOD and I didn’t
I'm tired of people telling me MSFT cannot go up based on bad fundamentals or stupid spending on Capex or half their cloud business being OpenAI when fuckin MSTR is up so bigly today. Fuckin insane.
lmao MSFT not rebounding is wild. would been nice if it rebounded a good 4-5%
Guys what are the chances MSFT goes to $415 next week? Or should I accept defeat today and realize losses on these March 440 calls.
Even MSFT is green today. It’s been so long.
Just bought me some AMZN and MSFT leaps, if they tank next week bears you're welcome
I still think OpenAI is a huge benefit for MSFT. Not right now, but at some point OpenAI will work out their issues, and work out how to monetise properly and safely, and then it will be like Facebook and google search and explode in revenue
At first I thought the ticker said MSFT and thought I might need to examine my portfolio
Wise. Though, i do not understand wsb's stock preferences 90% of the time and hence people influenced by that propably pick non-upside stuff. I mean look a this op. I kinda get MSFT, but what in the actual fuck are Lulu and crm?? I opened their 5y-graphs and I just wonder how u even find these stocks, yet alone invest into them.
100% agree. imagine paying 20x earnings for few percent div while MSFT is at 24x earnings.
Waiting for MSFT to break 400 :|
MSFT doesn’t make any meaningful hardware like TPUs
Need MSFT to hit 450 by EOM or the wife says she’s leaving
Go buy MSFT if you haven't at these prices. The rest of SaaS can go fuck itself a while longer.
Amazon recovering so well. Meanwhile MSFT sucking dick. 🤡
MSFT calls seems like the obvious play here, at least for the near term.
MSFT was almost twice as valuable as AMZN pre earnings
I think MSFT will go to $30. 1. The Win11 desktop experience is so bad. Nobody needs to put up with it. User doesn’t get to decide whether to update the OS at the welcome. User cannot decide which Microsoft account to use at a later time unless you picked an enterprise version. Windows isn't even it's own department within MSFT, so a VP can't fuss about it having become a subscription sales platform, or raise a fuss about the last recalled major service pack and the update hell it caused. If MSFT loses the desktop for developers, which they mostly have lost, what next? 2. It's tie-up with openAI is about to get expensive, with Elon suing to prevent an openAI IPO. Not only will the legal discovery be so damaging that the SEC will follow up with an expensive investigation, MSFT will unable to realize the gains for their shares. 3. Majorana quantum is a hoax. It is bad science, won't work, and nobody can buy one. The stupidity of trying to sell that is amazing. Majorana was a stock pump stunt that the SEC should investigate. 4. $37.5B CapEx expenditures deserves an ROI audit. 5. Decelerative Azure growth, under pressure from Google and Amazon, slid from 40% to 39% in this quarter. 6. In a 2026 security environment where Microsoft opens up a user or company to a list of zero day exposures, does anyone take step back and ask if there is any other way? There is, and companies are choosing them. The answer is not MSFT subscriptions or Azure DNS.
well MSFT does look solid at these levels, but I'm not brave enough to go all in on just tech. I've been mixing in some broad EFTs and even Fundrise for real estate since it feels steadier when everything else is swinging like a circus.
Thats ok MSFT you can grow when you feel like it
Win you say ? Do you know what sort of a hole im in with MSFT ? My legs blown off and the doctor has given me thoughts and prayers
Can MSFT at least go up as much as the SnP after the beating it’s taken
Amazon misses earning and spending 200B , but somehow this shit only down 7% 🤡🤡 MSFT would be down 50% on that shit
Buying more of the dip for MSFT
Market has dropped on good earnings for the last few big guys. What makes NVDA different? If it means MSFT stops limp dicking I'll believe anything. Rising tide lifts all boats, but msft is a rock.
Well, this article just came out so you should probably back up the truck on MSFT. https://www.google.com/url?rct=j&sa=t&url=https://finance.yahoo.com/news/microsoft-msft-grooming-copliot-might-140000291.html&ct=ga&cd=CAEYACoTNTUzNjcxMzY4MTE3ODAyNTc0MDIcMmY5OGMyMWM5NzMwM2ZkZjpjb206ZW46VVM6Ug&usg=AOvVaw0Hcd3kcZAdDN2OY4rhUWbF
MSFT, feel free to stop being a piece of shit any day now
That's ok MSFT my calls are for Dec. You rip when you're ready, lil bro
True, I only like MSFT now because it's 30% from ath
Got some stupid low buy orders for RDDT and MSFT in case they dump. Back to work since my itch to gambled is satisfied with that lol
Took an MSFT leap to baghold with you
200 bil capex and an actual earnings miss and it drops half as much as MSFT did on a beat with way less capex. Make it make sense.
When GOOG, AMZN, or MSFT decide to go up… it’s going to be even greener.
easy money glitch: puts everytime MSFT tries to bounce or get close to 400
Wow MSFT is still sub-human I mean, sub-400 dollars.
Everything dumping? MSFT dumps twice as hard. Everything pumping? MSFT sleeps.
If you sell MSFT then you might restart the economy
I’m the opposite, I’m in IT and have the “honor” to administer these products everyday and I would invest in MSFT. Why? Because no matter how shitty it gets year after year, nobody would dare to even think of moving away from it, thats how big of a MOAT they have.
Guys please buy MSFT to support my calls. Thanks
Patiently waiting like an alpha male to buy this dip on MSFT.
Holy crap, reddit. We just had 10-20% drops in solid companies like MSFT but your only concern is "orange man bad but I need to think up something bad he might do"
I own MSFT, GOOGL and Meta
To the MSFT haters, I get it. But, anyone with enterprise IT knowledge knows how big of a moat they have. I’m sure arguments can be made about specific sectors or technologies where competitors are outpacing them. But those arguments miss the big picture. It’s the same reason why most people don’t buy bread from a baker, buy meat from a butcher or get their eggs from a farmer. They go to the grocery store. And in this case, there is really only one grocery store.
I really believed that MSFT would visit sub-$400 for a tiny bit of time yesterday, and then I really believed that it would hold over $400 like premarket. I'm starting to believe in my beliefs a lot less. Meanwhile SNDK, INTC, TSM, AMD, NVDA all up 4-8% just mad chillin'. Even TSLA is recovering quicker than microsoft after the world's dumbest fucking news ever. Crazy.
Grabbed some MSFT leaps. Crazy overreaction.
Market green as fuck, my positions are all still deep red. Mainly MSFT and AMZN lol
Man, I'm not shorting anything. But MSFT is looking good.
MSFT cant even get back to 400 today. Dam it, Bill Gate
Green Shrek's across the board but MSFT still in shambles
MSFT is much much more than Outlook and Teams
You’ll take your 1% increase in MSFT and you’ll be grateful
MSFT moving like a blue chip reaching the end of its correction
Thanks for your input. Yeah, I’m a bull on MSFT, however I don’t short COST or any stock for that matter. For the reasons you pointed out. Just wanted to put these into perspective, in an only semi-serious way
MSFT, AMZN, and META are all really attractive plays right now. You could pick 1 or buy all 3 and be in a good position. However there's not a lot of faith in when they will recover. Personally I think they will rally at some point during the year which is why I'm with you on this one
MSFT moving like it's a shitcoin
MSFT would be a no-brainer if they hadn't strapped themselves to a ticking time bomb with OpenAI.
I think BND looking pretty good right now. I bought some MSFT on the way down @ 427. I bought a bit of RDDT at 152. But I’ve been buying SGOV all year and just bought some BND. I think there will be some big volatility between now and midterms. I’m counting on the potus to do something(s) crazy between now and then. But I always like MSFT. That will be one of my targets to try and bottom tick if possible.
GOOG, MSFT, and AMZN should just announce they’re taking a more cautious CAPEX approach and phasing it over a longer time frame - halving the investment for 2026. Will make their stocks rip to heaven.
I get the logic, but I think this is mixing two very different kinds of risk and calling it value because the multiples look far apart. Microsoft at low 20s earnings makes sense if you believe earnings durability stays boring and compounding continues. That’s a business with pricing power, enterprise lock in, and very real switching costs. You’re mostly underwriting stability plus incremental upside. Shorting Costco at 50x is a different game. You’re not betting the business is bad, you’re betting sentiment cracks or growth disappoints enough for the multiple to compress. That can work, but it’s timing dependent and can stay wrong for a long time because Costco is one of the few retailers the market is happy to permanently overpay for. The Google comparison is interesting but not identical. Google’s multiple compressed because of ad cyclicality and regulatory fear at the same time. Costco’s multiple is tied to trust and execution, not growth hype alone. Those stories unwind differently. I agree with the broader point though. Wall Street often underestimates how sticky enterprise software really is, and overestimates how fast disruption actually happens. Most software “replacement” talk ignores migration cost, compliance, and the fact that companies hate changing tools that already work. Long MSFT feels like patience being rewarded. Short COST feels like being right eventually but having to survive the meantime. I write a bit about valuation versus narrative and where people get tripped up by multiples. If that kind of thinking is useful, it’s on my profile.
C'mon MSFT, go over 400 again you can do it. Just for a quick second then you can tank back to 392 if you want, fuck it.
MSFT is such a WEAK ASS STOCK. Red on the slightest SPY pullback
Im an idiot so i bought more MSFT and RDDT
#SPY could be up 10% and MSFT would still be flat or red LMAO🤌
A green MSFT? At this time of the year? In this economy? Localised entirely in NASDAQ?
I think the Yen trade is the just the roots and in cascades into the rest of the market. Let’s say I have a fuck ton of NVDA and paper silver but, ope, I’m in danger with my carry trade, I need to smash sell for liquidity, selling then off rapidly. Then you, who are use NVDA as collateral to hold MSFT on margin goes ope, I need to trim both these positions to avoid liquidation. There ends up being a lot of different you’s in the market who are not in the carry trade, but due to others getting smacked by it, get smacked yourself. Then there are even more people who see all the blood and panic sell their positions, whether they’re leveraged or not. One funky trade can cause broad market sell offs, we see it quite frequently. Back in 2021 short sellers got caught off guard in shorting GME and various other retail companies facing macro headwinds and the unwind hit the whole market. The 09 crash was due to over leveraging dogshit MBS and CDO, admittedly not a niche trade, but the ramifications hit the whole market. The VW short squeeze the same era also had big effects.
MSFT doing to me what Bill did to that Russian hooker
Added MSFT, GOOG, and to my short COST this morning (and PYPL which has been bruising) Searching through the rubble of the past week looked through my shorts yesterday to see which ones I'd go long. \- I think Sofi is a good buy right now even at 30x Fwd PE given how fast they are growing (40%+, 1 million members in Q4 to the 13m they already have) and how it's not dependent on crypto/options. More a better diversified banking experience with multiple verticals Still wouldn't touch \- Robinhood I just can't touch as even though they are around the same valuation, their earnings are so levered to crypto and options trading. \- COIN is just such a scummy business I won't touch them, would be long HOOD before COIN
Tempted to go heavy on MSFT shares but aware that the JE files may not be done with creepy bill
Going into the tech earnings a couple weeks ago I was half AAPL, half MSFT. Guess which one I dropped and which one I decided to full port for no fucking reason at all?? clown behavior
Please fucking tell me that MSFT found a bottom today
Teams and outlook aren't even that bad compared to other shitty AI MSFT products
MSFT and AMZN is generational buying opportunity
I 'only' have 10k in AMZN but I don't believe this be another MSFT, it's up from here
My charting is showing this is the most oversold weekly timeframe in MSFT history. Nothing to see here.
I think it works quite well, honestly (although I have no base for comparison as a user). I, as many other desk jockeys, have developed “muscle memory” using MSFT products, so I would actually dread switching to alternatives.
MSFT, AMZN (today) and crypto
I am about to buy some MSFT & GOOGL. They are both tech cash cows. GOOGL has the best products and their market share will rise, althouh currently they are quite expensive. MSFT has shit products, but so strong vendor lock-in that everybody will use them anyway, and they are cheap atm (although I think the price may fall further short-term). I think both will eat AMZN market share in cloud. I don't trust META's leadership, NVDA & AMD have rose too strongly for me to consider them.
I will buy MSFT and AMZN and sell rest all before AI bubble
Aped into MSFT calls when it went red and in RDDT calls when it dropped 3%. Let’s see how today pans out
> Don't just downvote me b/c it isn't a Mag 7 stock or some AI bubble stock. Someone would have done better owning WM than MSFT over the last 5 years. MCD has outperformed AMZN. "Tell me why you think $SONY is a bad choice to buy. Don't just downvote me b/c it isn't a Mag 7 stock or some AI bubble stock." Definitely and it's that kind of thing that's an illustration of what's eroded on here in recent years, much less actual discussion going on. It's mostly the same stocks discussed and when those stocks are doing well people complain that one of theirs isn't doing as well as the others, then when they're all doing bad it's complaining that they're all doing bad.
MSFT shareholders see a P/E of 25 and are looking for safer investments, like TSLA. 🤓
not everyone is up. I bought MSFT yesterday afternoon and it's now one of my biggest losses of the last year. Buying basically after the crash. It's brutal. Praying for a counter rally to get out
MSFT at least has dividends, AMZN is just pos
So is MSFT going bankrupt or?
Is MSFT ever going back over $400? Good lord.