Reddit Posts
Bearish thesis on Microsoft ($MSFT): My DCF model indicates extreme overvaluation due to AI capital intensity. Tear my assumptions apart.
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
3 ways to invest in OpenAI and Anthropic (pre-IPO)
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
Microsoft - Going Long / Burry is going Short
I Bought MSFT, Betting Against Michael Burry
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Apple-Microsoft Correlation Analysis and Option Strategy
My Earnings IV crush story on MSFT and sharing October data
Apple and Microsoft Correlation Analyses and Option Strategy
AI Rotation from Harness to Model: How To Play It
$NOK & $MSFT are Bringing Agentic AI Into Telecom Network Operations
Why so little discussion on the capability of AI models in investing subreddits? Isn't it the most important question right now?
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
44k from META since selling MSFT a month ago
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Value / Margin of Safety Stocks to Consider?
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
Nebius ($NBIS): The Catalyst Set to Explode Tonight at 18:00 ET
Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?
With most 13Fs released, here are superinvestors' top 10 buys from Q2
Made $375k CAD day trading using margin in 60 days
MSFT has accepted delivery of IREN's 50MW Horizon 1 facility
$IREN delivers first 50MW Childress Horizon 1 facility to $MSFT
First ever closed trade on moomoo, and it's a solid win thanks to Microsoft
I'm deciding to sell NASA (tema) etf for tax loss harvesting, since I made around $300 in profit so far in 6 months. Should I do it or no? Needed thoughts.
Put ~$1.17M into MSFT. 29 days later walked away +$340K. 🫡
Ban bets Nintendo to $16 EOY and MSFT to 500 (when it was at 367) guy here. Ban bet to $25 by EOY.
free tool where you can enter any S&P 500 ticker and compare its historical performance
MSFT - bought the dip June 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT hits positive net gamma exposure right now
I’m rotating around 80% of my MSFT position into META. Here’s my reasoning.
Ban bet Nintendo stock to $16 by EOY and if it hits $16 I’ll donate some switch 2s to children Hospitals
Where would you put surprise inheritance money
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
Mentions
EVERY other time I've bought calls, or leaps(only ever leaps) I've held for less than 1 month. NVDA, MSFT were at 163 and 350 earlier this year. I bought 200 and 202 contracts at 215 and 500. In one month(almost exactly) it was at 210 and 480 and I sold. Just... took the winner. Same with shorts on WLMT and COST in Feb of '24. 3 weeks, sold. A couple other examples, but I don't do this much. But SKHY should hit 300 by the time those first set expire and I think it could go earlier. It's bigger than Micron, their price caps are off. They're selling almost 3X as much HBM4 to NVDA for Rubin and the COST is about 2.7X as much... and they are responsible for about 55-60% of the HBM4 share. PLUS, 2027 and 2028 being the largest memory shortages in history, unlike MU, THEY can still raise their price for peak pricing. I also think it's going to become less cyclical and it deserves a forward PE of at least 10-12. If it traded at JUST 12X Forward, it's 484. So I don't need some heroic move to get there. Also, I'm not using any leverage.
Everyone is pumping MSFT, time for the algos dump:)
I’m not a chartist, But MSFT’s chart looks g00d
just in time for WoW Forever calls on MSFT
$META and $MSFT are cutting internal Claude use as AI bills climb with Microsoft slashing per employee budgets from $100K to $10K a month and Meta pushing Muse Code even as Claude spend stays massive.
At Oil Price $88 handle, inflation & CPI probably already below 2% All sectors at 52 week low, where only few stocks pump index to all time high with AI-vibe $META $GOOG $ORCL $AMZN $MSFT $CRWV $NBIS $NVDA $MU $AVGO look market cap vs earnings power, when negative cash flow big
1R3N dare not target a $MSFT datacenter. The economic ramifications would be a revolting like the world will never know again.
Nvda, Tesla, MSFT, apple, Amazon, google, meta, AMD alone holding the market
So, 5 companies (MemeVDA, Apple, MSFT, Amazon and Meta) now represent 54% of the Chadsdaq, where MemeVDA weights 13.14% LMAO
MSFT and NVDA saved my life. Archer Aviation tried to put me out
I like the monthly updates. They show the thoughts of a normal investor instead of the worries of the get-rich-quick posters we frequently see here. That's an odd mix of stocks but I won't criticize the choices. You had your reasons and I support them. I'm less interested in how well they're doing then the process of what positions you are considering adding to, decreasing, or buying for the first time. You had an encouraging 2023 and 2024 to make up for the 1st year, and I think you were wise to diversify and accept lower gains. Although you may have some regrets on NVDA and AMD, I think it was the right move in decreasing those positions. McDonalds was a brave choice this month since they are struggling, but it could pay off nicely. The company is unlikely to disappear. I'm unclear on some of the purchases this year. I can't tell if you were adding to existing positions or creating new ones. If all new, you've been especially active and I hope you've done your research instead of acting on fears of missing out. I think you might consider more ETFs. Picking the right individual stocks is hard. Maybe sell off 10% of MSFT sometime next year and get an ex-US ETF or a large-cap value ETF.
Your stock sales were ill-timed I would say after today's moves in NVDA & MSFT, especially.
MSFT calls and APLD earnings
So is MSFT, PLTR, SPCX, TSLA. why would you go for QCOM??
Many people know the about the UN's article on the human right to life essentials: water, food and shelter Not many people know the UN listed a hidden 4th essential for human life: $MSFT
MSFT new price target is 665. Could see 550 by next Friday. 3 month chart wants a leg up.
Believe it or not, MSFT is still worth buying at current prices
NVDA and MSFT double top situation kinda got me nervous ngl
MSFT has become one of the most manipulated stock on the market.
I just have some calls expiring Friday... nothing big. MSFT is my big holding as I used to work there. Sold covered calls at 530 a couple weeks ago. Those might get assigned.
MSFT was dead and hit $350 less than 6months ago.
Started on MSFT moooning off a price target raise and now it's going up because of vibes.
MSFT is so gay, just pump back to $530, you fuck
Forget VOO & chill, it's now MSFT-GOOG & chill
God damn. MSFT and META just won’t stop.
What TF happen to MSFT
LOL they told me MSTR and MSFT were going to 0
I am trading in a hotel room and the chick next door is getting banged so hard against the headboard it made me fat finger and buy 1000 MSFT :-(
Why is MSFT starting to dip again
Michael Burry sold MSFT but kept LULU and made it his core long. What
Shouldn’t have sold my MSFT calls lol- Made a good +150% profit on a small play at open, but it keeps going up 😩🥹
All in MSFT in June was an elite pivot
MSFT upgraded target to $665. 550 by next friday.
Friday's price action on MSFT was an absolute scam.
MSFT slangin big green dick
Thought I would never say this but my MSFT calls are saving me right now 🤡
MSFT making moves. Ok i see you Satya!
MSFT is the way fellow regards
"It's Co-Pilot's time! MSFT going higher. Big move coming" ---- Jim Cramer
Cmon MSFT hit that 530 today
Probably but some of us try. And we get crapped on . Anyways. MSFT
Oh here come the headlines to save the market from Dumping too much. MSFT price upgrade
holy MSFT shrek dihhh. WTFF IS GOING ON
Goog **340.35+5.42(+1.62%)** At close: October 2 at 4:00:01 PM EDT **340.38+0.03(+0.01%)** Overnight: 12:57:02 AM EDT Fuck it ill just take your word for ir on MSFT at least
damn, there go my MSFT calls :(
Softwares (and MSFT gets treated as software by algos)/hyperscalars and semis have had this inverse relationship since the beginning of the year. At the start of the year, most hyperscalars started announcing insane capex increase and at that time they all got hit significantly while semis/memories gained and since then algos have started trading them in an intertwined manner.
MSFT is going to lose the AI wars. How can you sell software that your AI agents can make? How can you sell server space that your AI agents already use for you? MSFT is good at corporate security but AI will figure that out, too.
Yeah it still makes no fuckign sense to me, AI/HArdware up MSFT down for like the past few months, they fucking have skin in the game
My MSFT and GOOG have been good to me, but I have been trimming my exposure all year. I have been putting my money into my voo (yes I know, still lots of the tech exposure) , vxus, and some into jepq. I went from around $80k in each to $50k in each. I will re-assess in the next couple months.
MSFT looks like another leg up on the 3 month. So yes
I’m gonna buy MSFT, let it run after earnings, and then sell. My company is getting ripped off by overpriced GitHub Copilot credits — Wall Street gonna love it
ADBE, MSFT, RDDT 20% up in the next Fee weeks or calls in rope.
Stick that mf in some 2x tech tickers, MSFT META GOOG
problem is over yrs people/algos learned a lot what to do with dips. Unless something huge like covid, u wont get >10% dip anymore. But many possibilities are open when it comes to individual stocks. I bought (started buying actually) big/stable companies on dips such as MSFT, Meta, SPGI, Novo, amzn, fico, MA, software CRM/NOW/veeva etc since earlier year. I bought slowly, across the board and never leveraged. Also u never know u r in deepest bottom, so slowly steadily buying. So far, im well above sp500 YTD like 5-6% (including "failed" stocks such as fico, netflix, novo. Im not gonna stop, im not selling like a panic manic, but i bit trimmed if stock went above 25%. Lets see how things [work.So](http://work.So) far im happy. Also, Ive patience to wait for companies/stocks/sentiment turnaround. Same thing i did in July when Leopold crashed Ai stocks - sandisk/mu/wdc/soxx/photoics, and those r doing well (except wdc dipped yesterday again) green.
Took advantage of GOOG last year and MSFT this year with LEAPS.
They have so much business news and deals bro. MSFT, AWS, GOOGL, just announced new low orbit defense system satalites and defense contracts.
Looking to sell my final MSFT leap up 120%, any suggestions?
Smaller guys? Who are the smaller guys? Chinese labs? Europe's Mistral? Or the ones that just are inbetweens selling API access to the bigger players/self-hosting free open-source models for gpu rental? Nah, I'd say the ones to keep an eye on are ORCL OpenAI and Anthropic. If OpenAI goes bust then MSFT and the other big private investors will inherit their model, same with anthropic. ORCL is a weak link and I'm not sure if it qualifies for too big to fail. All that being said, imagine how cheap GPUs and memory get if orcl implodes, self-hosted big-ai or the small players doing gpu rental would feast if anything.
July right before the august shrekcock? I gained 120% on MSFT LEAPS lol
MSFT. Turned out not to be a terrible choice.
i’m same – i just sold my last NVDA, GOOGL and MSFT because the GPU price curve looks like a steep dropcone that never opened up again. even if hyperscalers scream a 30% ROIC, the reality is the $0.6‑$0.9 trillion gap they need is unlikely to close without a true “trillion dollar AI” boom that the market hasn’t shown. what I see is that GPU inflation stems more from the supply side bubble and the hype cycle than from a sustainable business model, so it feels safer to exit before the next round of AI‑spending mania turns into a bust.
memory peaked right around end of june right when MSFT bottomed
US bonds lost their safe haven status and it went to MSFT instead is quite funny
Some day MSFT and GOOG will hold an open, but that is not anytime soon fml
What was your cost basis? Because holding onto 8 MSFT contracts to expiration could’ve actually fucked you beyond recovery.
NVDA is buying back $150 Billion of their own stock screams “do not sell”. And Google and MSFT are money making machines.
I got NOK $11s for January. If NVDA, MSFT and Google believe in them so do I. 6g here we come and defense satellites.
Lmao MSFT. Thanks for not being red
The manipulation on MSFT today was incredible
Really like the tight price action on MSFT, META and ALAB. But it's a double edged sword
Im waiting for MSFT to hit $700 before 2027
MSFT is a stock you hold forever. But good luck!
No, but the opposite for me. Will never buy meta or MSFT irrespective of how much I can make from their stocks.
Suddenly, there’s no more attack on MSFT, and the stock just slowly climbs toward $600. Fuck this market.
MSFT will just continue to fuck me
Need META and MSFT to leg up to 1000. Thanks.
2k to 4k, ty to whoever commented MSFT puts
lol, NVDA is basing right under ATHs, MSFT is just starting the run. Google is at a massive support level, 200 SMA. lol, RIP
Did you make bank of those MSFT calls?
I bought NVDA APPL MSFT and LLY really early on, NVDA and APPL like when split in 2024 at around 120, MSFT when it was around 400 this year, SKHY and INTL 1-2 months before at 167 and 89, sold LLY 1-2 months before, really stupid I bought SPCX at 160, now it is 148, regardlessly I should have bought SNDK DELL MU and more, although I don’t even really pay attention to details news or stock infos that much, I simply use instinct and trust in the companies, SPCX was stupid despite my mother having warned me previously to wait since I might be buying it high, neverthless I hope it goes boom boom in the future and fly high enough to reach the end of the universe or smth lol
Whole economy in recession with inflation already below 1.5%. All sectors excluding AI-ponzi vibe. Only index high by AI-Ponzi vibe & dc-vibe with daily media appearances & media invite AI analysts & sing 1000 times AI,AI $NVDA $MU $MSFT $META $GOOG $TSM $QQQ Too Big to Fail
MSFT is imbedded in most American businesses. It takes a lot of effort and money to leave.
And I thought I was too heavily concentrated in MSFT at 15%
It's never about the price for me but depends on the ticker. I buy stock for the long term hold. I don't buy meme stocks for making a quick buck. For example, i hold MSFT from 200. It's now 500+ but I'm not selling unless I need the money.
Yeah amazon and google have not recovered from mag 7 pullback and inevitably will, all at once when we all decide it's no longer worth trading. Like MSFT stupid dumb bitch MSFT
Look at its margins? They are similar to NVDA right now on quarterly revenue of $50-$60B. No one else has that except NVDA. You can't even put GOOG or MSFT on the same level because their margins can't match this. Buddy, education yourself before talking.
MSFT baggies were vindicated with a +40% bull run so far GOOGL baggies will be vindicated next source: hopium from a googl baggie
SNDK, NVDA, MSFT, TSM, EQT, SCHW are the stocks I bought about 3 months ago. I'm not a trader, I'm not buying anything right now except SPY/QQQ
I would like to thank MSFT and GOOG for the insane swings in my port today. Actually just straight down off the open. What’s a stop loss right?
I mean, for the longest time, people said MSFT and META were pieces of sh\*t.. but NKE may be actually the most biggest piece of sh\*t ever
I don't give a fuck what happens overnight but I want to see MSFT at 500 tomorrow morning. that's it, fuck you.