Reddit Posts
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 😂
MU stellar earnings = SOXX ⬇️ MSFT & AAPL bad news = MAGS ⬆️
I'm retarded. Have a feeling this will go down even more.
MSFT, META and AMZN are generational buys right now
Any big balls betting on hyperscalers before the Q2 earnings?
Top stocks hitting 52-Week Highs/Lows - June 25, 2026 📈 📉
POV: You've been buying the MSFT dips for the past months
If you're not buying MSFT/MSFU at these prices what are you even doing?
MSFT and NFLX are cheaper today than April Liberation day last year
Instead of investing in dying companies you get in on one of the Mag-7 at really low value.
Microsoft is now cheaper than the April 2025 Tariff crash, yet TTM EPS is up 30%. Huge bargain
Market rotation is becoming obvious but retail is still stuck in old narratives
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Micron Price Target Analysis Part 2
📓 Daily Brief: Theta Gang Goes To Wendy's
Mag 7 selloff: real risk or just oversold panic?
Is it over for $MSFT. Microsoft Office is going the way of Adobe.
AMZN Extremely Undervalued
SpaceX stock tumbles 16.4%, shaving off most IPO gains since debut
What's might be driving todays fall for Hyperscalers like GOOGL META MSFT AMZN
AI is disruptive. Individual companies have never been more volatile. What’s the argument to not just buy indexes?
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
MSFT around $378. Falling knife or finally reasonable?
What do you think of "forgotten" tech stocks that are past their peak/cultural popularity?
Genuinely what on earth is going on with software right now? This is completely unhinged.
The AI trade is starting to look like a copper trade too
22% down on MSFT calls, scared, should I sell?
I have lost every position I've taken since june started.
$QCLS Photonics = Multi-Bagger Swing Potential: Solving AI Computing & Fundamentally Underpriced
MSFT Dec 2027 400C, who else loaded LEAPs this week?
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
somehow, MSFT opening tomorrow like
That is all i need to know about SPCX
New midweek expiration dates getting approved by regulators
Holographic/VR/AR Industry Development Weekly Report, Week 23
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??
OpenAI confidentially files IPO paperwork
I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?
AI bubble to pop soon because of SpaceX IPO?
Meta weighs big equity raising after blockbuster Google deal
Comparing Cash Flow Valuations Across Leading Tech Giants
Big Bucks, Bigger Bets: Who’s Winning the AI Money Pit?
Need this MSFT call to go well. Broadcom has ripped me
Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
AMD’s price has massively detached from forward earnings expectations
Mentions
Exactly. If it’s free - this is meaningful. If it’s paid by the customer - it’s just MSFT consulting services or MSFT partner with a different name.
MSFT only gained 40% in 5 years, I wouldn't bank on it for more growth.
I keep hearing that about MSFT, so I am still holding my position. I wish I had kept holding my position with it when I bought it back in 2008 or so. That would have been nice, but it's good not to dwell on past trades. Live and learn.
What makes you think that NBIS is not selling its compute capacity to anyone else but META and MSFT?
Debtius and DebtWeave are basically MSFT and META b\*\*c\*\*s
You've got the structure backwards. The $15bn tranche was never expected revenue from Meta… NBIS has always intended to sell that capacity to AI cloud customers first, with Meta only taking the remainder at pre-agreed terms. Reason being, their cloud customers buy at higher margins than the Meta/MSFT bare metal floor. AI cloud is the long-term vision that the NBIS team is targeting. Hyperscaler contracts at lower margins were a necessary evil to allow them to get there - they have always acted as a financing backstop.
People seriously think there's a possibility that $MSFT won't V back up again and go down forever lmao Do people not know that this planet's critical infra mostly runs on MSFT tech?
GTA 6 breaking records isn't a catalyst, it's the bare minimum expectation priced in over the last 5 years. Plus, $3B in gross sales isn't pure profit. Deduct the 30% Sony/MSFT cut and a massive marketing budget, and those margins shrink fast. Buying now is a textbook "buy the rumor, sell the news" trap.
Yea instead we're gonna "invest" $45B of our tax dollars to bail them out from getting sued for mass copyright infringement alongside MSFT
So think I’m gonna short the Russell and go long MSFT
Similar thoughts here, but MSFT is a sleeping giant. 525 before 325 if there’s no market crash
I made a mint buying & selling MSFT & NOW (and almost nothing else) in the first half. Now I’m in heaven getting a second bite at the apple just weeks later. MSFT is $575 in 12-18 months, NOW is 150 by EOY, but use the vol to nip & tuck… remember NOW just went up 75% in 6 weeks, u have to sell into strength like that.
Yeah. Seems like MSFT is going up for now
Been buying MSFT & META like they just cracked alchemy & cold fusion.
I'm currently trying those for the experience. Won once and lost 3 times 😂 MSFT and SPCX. Clearly I don't know enough
Ass \* MSFT is still 2nd heaviest bag in bag7
POV you're a $MSFT investor
how retarded am I to short a MSFT 1dte call on Thursday
I went balls deep on MSFT calls on Thursday lol
Need MSFT to go on those 20+ dollar moves in one day next week
now is a good time to buy MSFT, ORCL, maybe some BTC too. software in general is on its right shoulder (just look at their 5 year charts). i think we'll retest right shoulder highs, so easy 10-20%. then sell sometime in August
If $MSFT counts then yes, if not then no
Market doesn’t need to crash, stocks like MSFT or other good solid stocks are big buy at current levels.
Yeah do whatever you want. idk what the future is for bitcoin tbh but META MSFT AMZN are all investing in the future.
Cuz Bitcoin has hella upside and the way META and MSFT lately I wouldn’t be too confident
Why bitcoin and not META or MSFT or AMZN
After all the bitching and moaning, feels off to finally be green on MSFT
**BanBet Lost** — /u/fuzexbox (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $371.56 → $400.00 | +7.7% | 1w | Lost |
A shit ton of volume poured into mag7 a few days ago. I don’t think semi bubble has popped by any means but after a record quarter we could absolutely see 3 months of consolidating in this range while mag7 picks up the slack this next quarter. I went all in on MSFT calls on Thursday
I think the market in general is trying to figure out how the heck all this AI infra spend is supposed to get ROI and not coming up with good answers. Google and Amazon have the strongest arguments with their cloud businesses. MSFT is a bit weird because most of their demand is OAI and it's unclear if they're going to be able to pay for all that when they're still burning insane money and need a $1T+ valuation just to pay for part of current obligations. OAI and Anthropic are still almost certainly hella losing money on all their current model development, so basically the entire demand is VC fueled. When the VC/IPO money runs out, what happens to all that capacity?
I entered all of Goog, MU, AAOI, CVX, UNH leaps at bottom and sold all of them for 20-30% profits. I accumulated RDDT and MSFT ‘28 leaps last 2 months. I will let them expire this time.
MSFT $550 by Monday is NOT a meme.
How the hell MU has more weight in QQQ than Google and MSFT and AMZN? They still are more market cap than micron
MSFT, ADBE, software / SaaS stocks were all up. On different days the market decides AI is going to absorb the entire SaaS market revenue, other days apparently it isn't.
Easy - all the stocks I already own! All the stocks that I would buy now if I was in buying mode. Google, MSFT, MELI, etc.
ASML TSM KLAC would probably be at the top of my list. 2nd tier NVDA LRCX GOOG AMZN MSFT. That said, I am an avid dip buyer and if any particular stock dropped 50-75% there's a good chance I'm picking it up, even garbage memestonks.
You are wrong. Here are my SaaS holdings p/cfc: MSFT - 39x CRM -12x NOW - 24x WDAY - 13x Here are the p/cfc of popular semis: NVDA - 43x MU - 43x TSM - 65x AVGO - 54x
Alright Microsoft, I have simple instructions for you: 1.) put a pop-up in front of every trader 2.) have the only options be "buy MSFT" and "remind me later" which triggers the pop-up again later
You act as if Reddit hasn't been going on about buying the MSFT dip that has turned into the 7 layer dip. This sub was robotically buying Mag 7 for the last 2-3 years despite the fact that the companies where the spending has been occuring has been the far better play than Mag 7. Could have done better in IBM of all things than MSFT since arguably the beginning of the AI theme at the start of 2023. This sub used to be interested in trying to find new themes early years ago, now it only starts getting interested in something after it's up 100% YTD. "their stocks have taken a beating because they spent all that money." Something like MSFT is also no longer an asset light company. They have built a legion of massive data centers that now have to be maintained whether AI works well for them or not - every data center they built is just future orders for updated parts/replacement parts/repair/etc etc etc. Even if the AI theme stopped tomorrow, normalized capex going forward will be higher - spending begets spending. Look at Meta, with Zuckerberg talking about being disappointed with their progress at a recent company town hall. If these companies bring a halt to spending, that is also perhaps admitting that the demand story isn't exactly what they've sold and will have to answer for a lot of the spending and choices that have gone on in recent years. So, IMO: 1) They keep spending and this recent dip in semis/etc is simply a pause that refreshes. They view this as a technological arms race that they have to win. Unless there's a major recession or shareholder uprising, the capex show goes on. 2) They take down capex spending partly or entirely but if that's for anything but "things are going so great" there's going to be some explaining to do. 3) AI is a bubble that pops and you aren't going to want to own the suppliers or mega cap tech that is now sitting with massive oversupply and a shit ton of data centers to have to maintain. In any case, these companies have to come up with more compelling AI-focused products or "we own a stake in Anthropic." I've lightly lessened supplier names lately but still have no interest in owning a MSFT. Have dialed up healhcare names I think may benefit from AI and healthcare/drug discovery.
Same, I basically full-ported at 350 because that is an insane deal on MSFT and I didn't think I'd get another chance
He actually has 0 positions on MSFT
I should The only thing I ever recommend is spy, brk, and sometimes MSFT as a small allocation But for myself, diagonal option spreads on ADBE … Smh
MSFT is weak without muricans
I’m thinking you’ll find it useful then.it can vibe code you excel formulas from natural language prompts in excel. Related, been buying MSFT the past 2 weeks
Probably add to the Magnificent 7 stock to balance the portfolio: Meta, Apple, Nvidia, Google, Microsoft, Amazon, and Tesla (tho I don't own any Tesla and won't add to MSFT until it shows signs of going upward).
Saw a setup in these on Friday and took a position in both. NFLX $77 & $83 both sold intraday ~ +100% holding $80 Weekly calls. Also MSFT $400C looks strong going into next week.. Looking for some follow through on the move. 📈
That “excess compute” story was bullshit journalism. META wants to join MSFT and AMZN but selling AI compute power.
Who cares. More money for MSFT means the line goes up
My small company just sent us out an email saying that we are going to be upgrading our MSFT licensing to try to implement use of Copilot to improve efficiency of workflow. Calls on MSFT
MSFT. If the market really sold off 25%+ and valuation got compressed hard, that’s one of the few names I’d be happy to buy without overthinking it. Huge moat, tons of cash flow, and the kind of business that can keep compounding through a rough macro tape.
It really depends on how much any given stock drops. A 25% bear market could mean a company like NVDA is down 75% while MSFT is down 20%. Therefore, I can't give a good answer beyond "it depends".
LMFAO indices go green MSFT -.3%
Market is dumb as fuck Today they drill MSFT and pump semis
The only thing that will save MSFT is renaming their copilot ai trash as Clippy 2.0. then people will at least be willing to try to use it
Omg MSFT is so fucking useless
I'd do disgusting things for MSFT 400
MSFT should also announce that they’ll sell compute. Oh wait…
Will SaaS finally recover this month with this good news from META? Maybe MSFT will follow suit soon
MSFT has the best fundamentals yet its a completely dead stock. feels like this could go on for another 6 months
Time for MSFT to inverse the market and go red.
Amazin, MSFT, GOOG all have cloud... isnt NBIS cloud? There so much cloud...
Fuck MSFT buy puts and it pumps 20
Good day for MSTR, BTC, NFLX, MSFT, META ….. oh no
META is totally cucking MSFT right now with coming in to the hyperscaler market
MSFT holders: https://www.instagram.com/reel/DaLEMf2DaKt/?igsh=MzRlODBiNWFlZA==
MSFT can never hold gains, sell this shit
MSFT break past 380 and then past 400 pretty please.
Just wait until MSFT rugs again, don't trust it
At a 250 strike with the stock up around 440, that LEAP is deep ITM, so what you are actually buying is the roughly 20 points of extrinsic baked into it, call it 2k of time value over two years on about 19k of borrowed exposure. That is your financing cost, and it works out to mid single digits annualized. Worth lining that up directly against your margin rate and against the dividend you give up by not holding the shares. The other thing shares buy you is the ability to write covered calls, though you can run a poor mans covered call against the LEAP and claw most of that back. Where the LEAP actually bites is the tail. If MSFT is somehow under 250 in June 2028 the whole 21k is gone, while the shares would just be down. From 440 that is low probability, but it is the risk you are being paid to hold.
MSFT with the immediate dissapointment
Clouds. So hot right now. Anyways, MSFT 400 EOD
MSFT being green is a bad omen
I just know MSFT going to dump at open
You know the drill. MSFT red by EOD and MU ends green.
someone hold my hand and tell me MSFT will pump
The memory bubble has been so fucking extreme that even with META and MSFT up bigly in premarket QQQ is still down nearly 1%
Fucking MSFT decided to pump the day after I decide puts are a good idea
Wait a sec, META is getting in the AI cloud business, and MSFT, Google, and AMZN are all up?
MSFT is watching META and realizing they might want to announced a pull back on CapEx.
MSFT puts are like the new 401k. Just put your money into them and forget it while it makes you quietly rich.
Why tf is MSFT ripping brah, I don't understand very well this reaction to the 2.5% extra layoff. Is it seen as a move towards efficient cost-cutting by investors?
100%. This is a casino brainrot echo chamber. Every decent analyst looks as MSFT and META as the best opportunity buys in years.
Your thesis is poorly articulated, and quite frankly makes no sense. How is this bad for MSFT?
MSFT should also abandon copilot and sell compute