Reddit Posts
SaaSpocalypse > SaaSdemption - back to ATHs? Including MSFT
Beyond the Hype: My "AI Meets Atoms" speculative basket
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Where's that college kid who bet MSFT would be at 450 in august
I am sorry about my previous dd calling the top: I was wrong. But there is more to the story
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
Ultimate DD: MSFT is the best stock in the word because they OWN ALL OF YOU
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
MSFT + RDDT: THE BOUNCE IS BACK, REGARDS
Guess the point where I enabled margin and started playing with options. 🤔
Many of you wanted to know my next move: You should probably short META
It’s SO fair! I LOVE you all I LOVE you all!
Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
It’s not fair! I HATE you all I hate you all!
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Can someone explain the investment thesis behind space stocks?
MSFT will make bank off of OpenAi IPO. Simple math
Experiment to explain regards to stop losing money on earning bets using weeklies
MSFT looking attractive after this overreaction selloff
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
Why the app you’re using should be a stock you own ($RDDT)
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Back to back days of huge volume in MSFT after hours…
AAPL at $302, 36.6x P/E. Can AI justify the premium?
This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?
big tech's $350B AI capex is returning about 18 cents on the dollar
I have been buying up MSFT and NOW for the past 2 weeks. Microsoft sitting at such a low PE was crazy
I tracked recent Congress stock trades - here are the most actively bought stocks this month
Fired my old fart financial advisor, stopped swing trading, started taking profits, started buying the dip (PT. 2)
Tech strength today looks concentrated in semis and mega caps
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Pigeons are pooping right $NOW and $MSFT won’t allow red days or red meat
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Holographic/VR/AR Industry Development Weekly Report, Week 20
Everyone thinks $GOOGL is over valued. Does it mean it’s still under valued?
OpenAI IPO at ~$1T: Microsoft turned $13B into $228B. Now the real question is whether they hold, trim, or quietly watch their moat erode.
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Cerebras's $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.
My regardedness has earned me my first WSB post
🚀 MSFT Is Not Just Winning AI — It Is Unlocking a Robust, Multifaceted, Paradigm-Shifting Tapestry of Generational Alpha 🚀
MSFT: Is Microsoft’s AI dominance already inevitable? Looking for the bear case against this data.
Late starter..has that tech ship already sailed? Amd, MSFT, VOO?
CEREBRAS IPO 14th MAY’26 . Priced at ~ $150-$160/share.
Too Concentrated or just stupid? Microsoft
Robinhood is missing out by not offering 0DTE parlays
Every big tech is green from the beginning of the year, except MSFT. And it crushed earnings twice this year. I just don't understand.
Tracked my buys this year. Am I setting up for underperformance?
NBIS Q1 earnings Tuesday - I have been deep in this name for months
Is there a reason Qualcomm went from 125 to 220 in a week? No one uses them for AI, edge computing, soon Apple will not use their modems
Rate my Portfolio - invest and forget portfolio until 01-Jan-2027
You don't have to make up losses from the stock that caused them
DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle
Sold my MSFT calls because it started to inverse QQQ too much. Not a good sign.
Verified my portfolio app's math manually — $57.9K US portfolio, +25.7% — here's the full breakdown
Verified my portfolio app's math manually — $57.9K US portfolio, +25.7% — here's the full breakdown
$NGTF - UP almost 6% @$0.0296 on 452k volume. Nice Red to Green move, let's see it continue... The company is focused on becoming an innovative leader in the robotics segment.
Mentions
very true, and i’ve taken some brutal hits before. it’s just the mental thing of never feeling satisfied and always thinking about what could’ve been. over time, i think i’ve gotten better at moving past the “regret” all i have to do is remember the agony from the times i wished i HAD sold lol… obv no one can time the market but i knew MSFT was still v undervalued when i was offloading the contracts…. i was just worried about the time decay with August approaching. hindsight i should’ve rolled them over instead of shifting more into my META position. anyway its fine i’m sure META will have its day soon as well.
for META 700 and nov expiry… my MSFT position was 450 strike and aug expiry… my avg cost was $19 and i sold them all last Friday between $26-$29 per contract… looks like they’ll open around $38-40 💔
i’m so salty i sold all my MSFT calls on Friday and shifted them into META. i still made hella profit but i knew i should’ve kept an even split between the two… if MSFT opens above 460 i will have left $40k on the table by not holding over the weekend 🥲
I would NOT say these will "explode", but some may well go 2x or even 5x. I'm going to offer stocks that I consider to be unusual or not-well-known, as what's the point of coming on here and stating the obvious (DRAM, MSFT, NVIDIA, MICRON)?? First Stock: Progress Software. I've been testing this the last week, VERY strong gains, consistent, and going strong to start out June. Strong Market Cap at 1.38B, and an impressive PE ratio of 18.86. They make security software, and while they had some technical issues in the past, they seem well past that and ready to surge ahead. And they have been surging. A good mid-level stock, not too risky, and decent weekly gains. They are at $32.83/share and likely go to $55/share in my view. I think they will really pull ahead this week, so get in NOW. Another reason WHY: OK, OP, Software sector on NASDAQ today (Mon 1 June 2026) is strong: +6.31%. And this is a strong stock with a lot more rapid grow potential. Second Stock: Viking Therapeutics (VKTX). Market Cap 3.8B, so solid. This one is going to triple, I think. VERY strong growth projected in the next 2 weeks. Really one to have, despite the risks, as the potential growth is VERY strong and the rewards GREATLY outweigh the risks. WHY: I said it is going to triple 😄 Third Stock: This is the riskiest. It is a penny stock. Market Cap: 188M. This one will probably go 3x to 10x this year. WHY: More just the potential gain. Something to put a few % of the portfolio into: If it loses then you lose 10-20% of nothing. If it wins, then you collect BIG gains. So, check these out. I'm not giving financial advice here, I am not a financial advisor. Make sure you do your own research and due dilligence.
The only decent one's I saw we're Hood and MSFT. I'd add if your bullish on the market and are ok with only modest gains I'd honestly say AAPL might be the kind of thing you're looking for. Small downside risk, decent if perhaps underwhelming upside reward imo.
Sorry I bought MSFT at $465 just now
Now that MSFT is going well, what is replacing it? META? NFLX?
MSFT you crazy bastard you are actually doing it. From the depths of 350 ...
What sucks is in my gut i KNEW MSFT was gonna gap up to $480 and now im watching premarket helplessly. Hopefully $480 calls arent destroyed come 930
MSFT bols should be up 1500% on their calls now no more complaining hence forth
So MSFT pumps 3% to 464 and the 460C 0dte are up 500% insane 500% off 3% pump
I read this as 'MSFT gets retarted tomorrow'
$MSFT gets rerated tomorrow or what?
MSFT NVDA PLTR! It’s gonna be a good week!
Idiots pumping SPCE and about to feel the dildo of the dump. NVDA and MSFT going up.
MSFT Bers: Software is dead, and AI killed it
[MSFT](https://imgur.com/a/36wT2Rp)
I believe NOW and MSFT are good buys short term. Very good buys.
lmfao name dropping MSFT THANKS!!
NEW PC? tomorrow night? with SATYA??? OH MY GOD? MSFT x NVDA???? PUMP PUMP PUMP????
MSFT and NVDA new PC LOL
MSFT. Then puts on SPCE once it pumps.
I full ported $100k into MSFT @ $430, if they go broke so do I 😂
In a perfect world, IBM PLTR NOW RDDT MSFT all pump for a week or two at least 😃
SpaceX as in SPCE. That’s it oh and I keep hearing MSFT in some circles.
whatevs… y’all can keep adobe, but can MSFT come back to the cool kids table?
Holy fuck MSFT finally went huh
I hope so. It will probably get there soon. Bought RDDT and MSFT as value plays when they were getting beat up and hoping these continue recovering.
I've been shitting on MSFT for months, that hasn't kept me from buying leaps the whole time. Being open minded pays off.
Why my MSFT make me bling?
Mag 7 money leaving GOOGL, TSLA and going all in on MSFT, IGV to the moon
Any1 else sold their stale MSFT calls right a day before pump? No, just me? Cool
**TEAM, CRM, UBER, MSFT and NOW** **Thats all…!**
MSFT under 400 was the most obvious play of the year. Like Google last year, and meta the year before that, and this one I missed 😭
Oh come on MSFT stop bleeding out
Jan 2027. $41 premium so that puts me at $200 breakeven which means it will blast right past that. I also sold a $470 call on MSFT Thursday and look what happened there.
Where all the MSFT Bols go
I guess MSFT topped out lol
MSFT pumping 4% overnight is truly a frightening sight to behold Like when has that ever happened LMAO
MU 1000 in next 1 hr Dell 500 soon NOW wow MSFT back from ded HPE wow
I hate my timing my dude .. I dumped MSFT two week ago look it now 😭
Don't get distracted, it's software's week to shine. MSFT, NOW, IGV, ORCL pumping all week
Yawn get me when MSFT $600
ORCL MSFT we are so back, told ya!🚀🚀🚀😮💨😮💨😮💨
Damn I put $83k in MSFT around low $400s and still wish I bought more
Looks like MSFT may rally this week when I sold all my leaps that have been holding for 3 months
Damn! MSFT at 464 right now.
After so many days of pain with MSFT. It’s paying me, love you my ghey son.
Can someone please tell me why NOW and MSFT are up so much
MSFT $500 by end of week
NOW IBM MSFT ORCL SAAS stonks🔥🔥
MSFT is gonna make shed a tear 🥹
These MSFT tendies this week gonna be nice
I bought 380 and 400 LEAPS when MSFT was trading at 380
MSFT been on sale for weeks
#MSFT was painfully obvious around 400 wasn’t it. THANK GOD I DID NOT BUY IN
Willing to bet no regard here bought MSFT calls around 400
what do you mean "miss the recovery", there is thousands of bagholders, they won't sell MSFT if they held till now.
To continue on my last post which you all seemed to like : The market (algos) will not be forgiving on the MSFT rebound, this is where retail like us always lose. They will shoot the stock to 500-550 in a blink of an eye and we miss out on the recovery. I hope some of you were or are able to get in and capture some profits before the big money takes most of the move away from us.
All of a sudden regards on this sub want a piece of MSFT after shitting on it for months!
Do we trust these hyperliquid prices on individual stocks like MSFT
They do all the time for Apple… Nvida as well actually, so this should favor MSFT, if they don’t shit the bed publicly.
You heard it here first: everyone and their mothers are going to FOMO into tech stocks AMD MSFT META NVDA MU Everything will raise like crazy this week I hope you have calls
All eyes on NVDA x MSFT presentation tonight, any signals of increased co pilot adoption will shoot MSFT up 5-10% over the next couple days. This is where wall street had the most concern for MSFT, AI spending vs adoption.
And ofc i bought into $MSFT
Everyone here so focused on momentum they didn't realize MSFT at and below 420 was free money
totally agreed. I compared NOW with MSFT when it was 380. NOW is the one who won’t be replaced by AI 100%
I found this diamond in the rough called MSFT might become big one day.
AMD puts and MSFT calls will print on Monday
Rotate from everything into MSFT, this is financial advice
MSFT to 500 would put my portfolio green for the first time since November
Lol MSFT is at 474 on hyperliquid with high volume
Yeh but beside that. HOOD gave me MSFT, so I need that to pop by Thursday.
Glad I loaded MSFT. I love these stories of AI being more expensive than keeping expensive human engineers on staff.
The fuck is MSFT doing on the board?
Rotation from hardware to software via end of month rebalancing. MSFT mooned at the same time. June is software month. Strap in
I’m hoping MSFT goes up.
Because it isn’t simply providing the office suite but a fundamental computing operating system, which the majority of consumers are inducted in. Ever switched between OS’s, no one likes it. Not to mention I don’t soon see their suite products having cost per seat revenue reductions. But even ignoring those things, I believe the scale of MSFT will allow it to selectively participate in AI by strategically buying companies in the ecosystem. The important thing is revenue doesn’t appear threatened, and the PE ratio at the recent low suggest serious value for tech.
1. 1x inverse WSB OP 2. **2x inverse WSB OP on front page** 3. 3x inverse WSB OP on front page at the top OP already made it to tier 2. If it wasn't for the SPCE madness, I would suspect my MSFT to fall back down to $399 for this BS. OP should just STFU and not jinx us.
DRAM until Q1 2027 and I’ll evaluate selling then. TSMC owns the world but there’s a big China invasion risk I see in H2 2027 and beyond. I am out way over my skis in MSFT and DRAM.
My understanding is Robotics are sensor heavy and Sony is a market leader. ( They recently announced a partnership with TSMC for this specific purpose). I'm not holding shares in either Sony or MSFT, but Sony is on my hot list and I'm watching the TSMC partnership closely.)
Calls on MSFT or Puts on MU?
Facts MSFT is still undervalued Heavy in all index funds and still under ATH
AI trade probably chills a bit short term, but “plateau” is where secular trends usually just consolidate before another leg up. SaaS had a nice little redemption arc last week but most of those names are still tied to rates and macro more than pure AI hype. MSFT at ATHs again feels way more likely than some huge rerating back into old school SaaS multiples across the board. If you want to play it, I’d do quality names like MSFT and NOW, not spray and pray the 2021 junk.