Reddit Posts
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
four green days, one red, and the red one is the only one i learned anything from
FOLLOW UP POST - Full Port Microsoft - Undervalued !!! 🚀📈
[LIVE Webinar, Sunday, August 2 at 11:00 AM ET] Top Stocks for August 2026 Based On Artificial Intelligence: AI's Highest Conviction Stock Picks | LIVE Forecast for NOW, MSFT, PLTR
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
There’s no way these ppl at simpler trading make money
Crazy week, what should I do with my remaining calls?
You can guess where I bought GOOGL then MSFT
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Loss porn with a profitable day to cap off the month
Gambled my girlfriends account on MSFT and paid off
New to options, so far doing okay, but I feel the big red coming one day
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 🥳
Mentions
Yes. You are greedy. 140% is an incredible amount of gain. I'd sell at that point. Maybe buy them back if RDDT drops. The premium on RDDT options is super high right now Tbh, I'm probably going to be selling covered puts, instead of buying back my shares (assuming RDDT drops), because the premium is so high I rarely mess around with buying calls or puts nowadays, since the premium is so high. The risk/reward ratio is just off. Last time I bought calls was when MSFT was 350 this year.
By the order of Queen Rhaenera Targaryan - MSFT is declared the AI winner.
MSFT was only this short term overbought one other time in its history (October 2000)
META + AMZN red While GOOGL, AAPL, NVDA, MSFT are green AKA the winners of mag7
Who just bought 13 million of MSFT calls?
MSFT moves $100 in a few days!
yallz was clownin on MSFT just a week ago.
My MSFT puts are toasted LMAO
Holy hell my MSFT call swings were 40% WTF
So MSFT will be the first to tank at rugpull?
Is GOOG the new MSFT?
Would be cool if MSFT get to $500 eod
🥭 opening up Microsoft Word version of that Iran deal Obama signed, changing to his name and sending it to Eye ran for Docusign TLDR: Calls on MSFT, DOCU, SPY 😤
Damn i thought MSFT was down big this morning, but it's almost even what happened
# MSFT going back <400? LMAO 🤌
I didn’t trust the pump until I saw MSFT down 2.3%. Back to ATH we go
Here's a trade I'm currently in: on 6/5/26 I sold some MSFT 09/18/2026 380.00 Puts for $11.35. So that's 11.35/380 x 365/106 = 10.28% annualized ROI assuming it doesn't get put (looking good right now). I also bought a 3 month CD at 3.9%, giving the trade an overall annualized ROI of about 14%. Of course, I would probably have been better off just buying MSFT outright on that date: closing price on 6/5 was about $420, so as of yesterday ($487) it had gained \~16% since that date. I will also be perfectly happy if MSFT price goes below $380 and I am assigned the shares. Note, I do trades like this with a relatively small % of my investments. I am 95% longterm buy and hold equities.
MSFT back to dumping while market is green. World is healing
$MSFT is going to dump hard
But I want MSFT to go up with my other stocks!
MSFT uses them for any AI payloads that they don't have the capacity to fulfill.
$MSFT Implied Vol.% 30.514%
$MSFT P for the win
bruh im so cooked. i was so close to breaking even on MSFT
Earnings season looked like absolute ass before MSFT
Anyone think MSFT calls at open good play ?
MSFT dont start inversing the market again now you bum...my leaps need you to go past ATH
C on $SPCX P on $MSFT thats the play
$MSFT is going nothing but falling
MSFT was worth less than 3T a week ago. Now it’s could potentially overtake apple? Wild West out there
its gonna be a RED day, P on $MSFT C on $SPCX
$MSFT down to $430 today
I scalped my MSFT Puts in the last 30m yesterday and didn’t swing em 😭😭
$MSFT poots are also the play
strange to see AAPL, AMZN, GOOG, META, MSFT all down but QQQs mooning.
MSFT, please crater back to $450
you sold semis to buy MSFT and META LMAO
Optimistic. AMD has ER's tomorrow & SNDK the following day. Hyperscalers are increasing capex AND reaching profitability (MSFT & AMZN).
I wouldn’t call them undervalued calls. They aren’t. MSFT has been volatile and the options have been expensive lately. If you think the company is undervalued and want to use calls to establish a position, buy a LEAP. Basically cut the stock price in half, and buy a long dated a call option strike at that price.
MSFT is gonna start dumping back to oblivion innit?
Hi. I literally just started. I have $350,000 capital for this but it’s not in the market it’s elsewhere, doing other stuff. I am using margin to do the wheel but knowing I have the cash if needed. I try to get 2% (7,000, which would be $84k). That’s 24% pa, on top of what the capital is already doing. Basically for the risk of ending up with some discounted MSFT shares. The 350k only gets called upon if I get assigned. Obviously if there’s a big down turn everything gets assigned. Otherwise it’s a mixture of risk according to how greedy you are and therefore some individual contracts may come in. If you are doing options only on shares that you actually want / would buy anyway the downside is (1) you don’t get the shares if they take off: they go without you; (2) you get assigned shares if there’s some really bad news; but that’s the same risk as just buying them, but mitigated by the premium. The real risk is if you’re over ambitious and don’t have the capital to take the assignment
My PLTR calls and MSFT puts finna print.
NVDA, MSFT didn’t make the cut lmao
I knew MSFT would pullback, let’s keep dumping.
GOOGL is behaving like MSFT, they are red when market is green
buying the MSFT dip before it mooned 25% was the most absolutely obvious play of the century why didn't you buy the MSFT dip sir?
> The company is back in favor people are going to be buying into this for months Sadly this shit is likely to fade fast. People who bought MSFT in Q3 and Q4 last year are still down 15%.
Yes I'm a GOOG and MSFT hodler and life is pure bliss
The same ppl that said don’t buy MSFT under $400 are the same ppl that said don’t buy AMZN under $209 this yr. Also the same chodes that said don’t by the GOOGs under $170 last yr
Man man MSFT red premarket again, can this stock for once be green for more than a couple of days. LMFAO just joking thanks for the gains last days MSFT!!! I keep riding at least until 650. See you there next year!
If MSFT hits ATHs before GOOGL that’ll be a crime
MSFT to ATH please, I'll never gamble again
Wow the rest is like MSFT, CRWD, PANW. Basically the top half of its holdings are all way up
Google PE - 18 Amazon PE - 22 Nvda PE - 30 MSFT PE - 27
Wait, so MSFT is up 24% from July 29? LMAO, algos just tossing the Meme7 and semis
My MSFT calls were only up 1000% today. I had to sell.
I told my wife I’d buy her a Rolex and my MSFT calls are only up 10k if this stock doesn’t go to 510 by the end of the week so I can get her a free Rolex I’m going to kill myself.
Beyond the charting, I like these factors someone suggested for leaps. Maybe find a baseline for what persuaded you to get into MSFT at the time. And then use a scanner to find similar companies. <I'm on the newbie side> \- Forward P/E, Expected EPS Growth, Expected Rev Growth, Net Margins
The EPS miss and also telling a bad story but MSFT saved them.
Certainly not the "picks and shovels" stuff. It's just a revolving door at this point of pumping one sector and moving on to the next and I don't think there's really any kind of like... preference other than playing into whatever is hot/not. Though I am sure they'd much rather be sitting in MSFT and AMZN than INTC and SNDK if a bigger correction happens at some point.
People who hold $Meta are losers. People who hold $MSFT are winners
The market has not made any sense ever since the end of March. I would also not be surprised if the Wall Street manages to bring the SPX to 8000 soon. That semiconductor rally was probably the most BS thing ever happened to this market, the semis have been doing great for a long long time due to AI and somehow bombing Iran caused their stocks to go straight up to Mars because of the sudden “demand and bottlenecks” narrative lol. CapEx was extremely bad two weeks ago and two weeks later CapEx is amazing. I don’t see any differences between MSFT / AMZN’s earnings to GOOGL’s earnings a couple of weeks ago, yet somehow they managed to prove the ROIC while GOOGL didn’t. Lmao whatever 😂 I guess just buy calls it will always be up
Correct - but we are seeing demand outpace supply right now, and it continue to grow. Hyperscalers are \*increasing\* their capex while simultaneously hitting profitability on their AI investments (MSFT & AMZN jumped last week due to this on their ERs). I use claude & codex - and it frequently goes down... like a surprisingly large amount. The reason is due to demand outstripping supply. In a cycle the demand drops - but I don't think we are seeing that here. We are seeing demand exponentially grow due to improvements in the models as well as decreased costs. Ever since Opus 4.8 came out demand has exploded. Look at anthropics ARR / growth rate for example. It's quite literally the fastest growing company in our worlds history. Demand is there & very real, and growing. A cycle suggests demand will drop - will it for AI? I honestly don't think so, so long as it continues to improve at exponential rates & the costs continue to come down.
Oh look at that...now that MSFT has clout everyone wants a piece 🤨
MSFT pumping...Wait for the DUMP! It will be glorious!
Would certainly be a shame if some kinda bubble burst and everything crashed after MSFT finally decided to do something.
They might dip. Really depends. The numbers coming out of the hyperscalers suggest that demand is increasing (they're increasing capex) while simultaneously hitting profitability on their AI investments (as per MSFT & AMZN). I'm paying \~$600 / month for AI and finding insane value in it. I suspect I'm not the only one... hence my positions. We just had a massive leverage unwind on semis, hence my views. Best of luck with whatever you decide! I'm personally likely not holding onto the position for more than a few weeks - hard to define. Really depends on what we see this week / out of the ER's, etc.
MSFT's conviction thread ran roughly late June through July — people calling for leaps, long calls, "Burry can get in line." Same pattern showed up on a few others: **MU** — Micron. This one had the loudest following. "MU IS MUUUUUNING," "all the chads with big cocks are buying MU," repeated dip-buying calls through early July. Same AI infrastructure narrative as MSFT but leveraged to DRAM pricing cycles. **WULF** — Wulfraat. Persistent bullish mentions across July. Critical minerals / lithium play tied to the same capex thesis. **GOOGL** — Google. Called out as bullish alongside MSFT on multiple threads. Cloud acceleration narrative, cheaper valuation multiple than the other names. **ARM** — Architecture licensing. Chip design cycle + AI inference angle. Less volume of conviction talk but consistent. **LRCX** — Lam Research. Semiconductor equipment proxy. Smaller community footprint but flagged on the same lists. The ones with actual *conviction* volume — not just a couple of posts, but sustained multi-week chatter — were MU and WULF. MU had the most retail FOMO energy. WULF was more "we're holding these till expiration." Don't assume they mooned because people believed they would. Plenty of those threads ended with calls bleeding out.
/ask there were a few folks talking about MSFT for the last 4 to 5 weeks as if they had a good conviction that it would rally. they bought in early. Are there other tickers being talked about the same way that might moon in the 4 to 5 weeks?
ORCL, META, MSFT, NBIS, CRWV, NVDA... take your pick. Or maybe stocks that haven't quite ran yet like AVGO.
guys I sold $MSFT at 446, you are welcome
MSFT is gonna fall, watch pre-market
play is c SPCX p MSFT
Cool. Good on you. My audited 10-year risk adjusted alpha is 11.24%, 22.6% annualized. I’ve done it all - big four, MBA, corporate finance for a $20+ billion public company, banking, CFO, fund management. Here’s an example of someone else’s post on covered call regret on MSFT. He sold a short term covered call on a 30+ year long position for $4.00. So dumb. https://www.reddit.com/r/MSFT/s/n3BBqheGTb
Meta kind of a gamble, MSFT and AMZN were both guaranteed to post good results, only gamble was how the market handled their capex.
puts on $MSFT and calls on $SPCX is the play tomorrow
Yeah when the software name that has been the 20 year leader gets a 15% bump on one day (MSFT) that’s called a bullish rotation from the annual drivers (Semi’s) to the decade leader (software) and that is the opposite of defensive rotation. That is like subbing out Michael Jordan for a breather for a fully rested Kobe Bryant.
I don't fucking understand dude. I was in AMZN and MSFT and GOOGL when they were getting hammered for Capex spending, while AAPL was just rising 2-3% day after fucking day. I pulled out of MSFT and AMZN for earnings, of course it rockets. I rotated into AAPL for earnings thinking market sentiment was high, no AAPL fucking craters into the goddamn core of the earth. So now I'm down over 10% because I used margin, while watching MSFT and AMZN rocket 15% on earnings day, then another fucking 5% and another fucking 5% the following days. What the actual fuck dude. How the fuck do I time shit absolutely perfect to lose the most fucking money.
I don't fucking understand dude. I was in AMZN and MSFT and GOOGL when they were getting hammered for Capex spending, while AAPL was just rising 2-3% day after fucking day. I pulled out of MSFT and AMZN for earnings, of course it rockets. I rotated into AAPL for earnings thinking market sentiment was high, no AAPL fucking craters into the goddamn core of the earth. So now I'm down over 10% because I used margin, while watching MSFT and AMZN rocket 15% on earnings day, then another fucking 5% and another fucking 5% the following days. What the actual fuck dude. How the fuck do I time shit absolutely perfect to lose the most fucking money.
Yeah of course. I'm in AAPL and of course it drops 2%, while literally every other MAG7 stock is up 3-6% today. Fuck my fucking life dude. I'm so fucking retarded. Why didn't I pile into AMZN or MSFT after it rocketed 15%? Oh, my fucking bad dude.
NVDA up 2.9% to $206.64 after hours. GOOGL up 4.37% to $371.68. AMZN up 4.01% to $282.46. Google Cloud grew 82% last quarter versus Azure's 43%. That's the only thing in this market that could produce a similar move. The rest are just riding MSFT's coattails.
/ask what is the next MSFT like stock that will moon?
How long do you all hold on to LEAPS for? I’m up over 60% on MSFT but have until 2028. I’d rather not sell. Maybe see it get close to its ATH
What is the next MSFT?
I think my favorite part about the MSFT pump is how all the other stock subreddits have suddenly shut the fuck up Does anyone outside of WSB even make money?
Models need memory - it's currently the most sought after thing for AI. More memory is never a bad thing for these models... as we get better techniques, more efficient, etc - the memory just becomes that much more valuable. The biggest cost of AI GPU's / components these days is... memory. Hyperscalers are reaching profitability on their AI capex (as per MSFT & AMZN) while simultaneously expanding capex. That means the businesses are actually viable. I also don't think AI demand is going to decrease... we are seeing demand explode at unprecedented rates. The hyperscalers have given years of commitments to these chip companies - and MU & SNDK have forward PE's of like 5 & 6. We got confirmation from the hyperscalers that capex will continue to grow - which means demand for memory isn't going anywhere. I suspect we will see jevons paradox occur in the AI sector - where as it gets better & more efficient, the demand actually rises \*quicker\* - positioning the semis in a fantastic spot here. Historically semis (and memory) has been cyclical - but I suspect this time is different. Previous cycles were driven by consumers upgrading hardware / new devices coming out / etc. This one is being driven by commoditized intelligence - which has an absolutely insane demand.
I have a lot of MSFT AMZN and GOOGL shares so I’m happy about those but I also have AAPL shares and they sucked this week.
MSFT pissing in the bear cave
Mag 7 Today: 🥇 $META +6.02% 🥈 $MSFT +4.93% 🥉 $GOOGL +4.88% 4️⃣ $AMZN +4.58% 5️⃣ $TSLA +3.49% 6️⃣ $NVDA +2.93% 7️⃣ $AAPL -1.78%
calls were literally free (just like MSFT)
15% of SPY is GOOG/GOOGL, AMZN, and MSFT which all printed money last week into this week.
I can’t really advise you on CSPs or covered calls because that’s not how I trade, and I don’t want to pretend I’m an expert in instruments I don’t use. But first, stop thinking about “making it back within a year.” The market doesn’t care what your account balance used to be, and trying to recover losses on a deadline is how one bad trade turns into a blown account. Personally, I’d keep it much simpler: wait for SPY to pull back into a major level like the daily 50 or 100 EMA, look for confirmation, and use 60–90 DTE calls. Risk no more than 5% of the portfolio on any single trade. Another option is to look for recurring trend patterns on the daily or weekly charts in stocks and ETFs. Recently, SMH gave a setup around the psychological $500 level. MSFT also spent a long time building liquidity around one of its recurring higher-timeframe patterns. Don’t risk more than 5% per trade, and once the position moves in your favor, move the stop to breakeven quickly. You already donated enough money to the 0DTE liquidity pool. With longer expiration, proper position sizing, and repeatable higher-timeframe setups, time and probability have a much better chance of working in your favor. Some trades will still lose. That’s completely normal. The goal now shouldn’t be to win back $107k as fast as possible. The goal should be to never lose $107k in 15 minutes again