Reddit Posts
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
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
Mentions
Puts on MSFT in UK, can’t login to shit this morning
Full porting MSFT, I assume
I like how you pointed out the possibility of Robinhood going bankrupt before MSFT.
$650B in debt and they’re 1/100 the company that MSFT, Goog, Amzn are. Hell, their decision-making makes Zuck look good. So, calls bc it makes no sense and the admin will bail Larry out w more shiny contracts.
Yes. I generally buy LEAPs and aim for about 10 - 15% OTM. For example, I recently bought into AUR and bought some Jan 2028 7Cs, which was 12% OTM when I bought in at $6.22 For something like MSFT or META recently, I'd either do 15% OTM with a LEAP, or 5 - 10% for a 6 month contract.
Currently holding MSFT Nov 430 puts. If it goes back to its 200 daily sma level I’ll be at $60k 🤠 but we’ll see about that
AAPL used to be a high growth company, but then had 3 years of essentialy flat revenue. They're back on track for mid to high teens top line growth, but for my tastes they don't quite fit the profile of consistent growth anymore compared to other megacaps such as GOOGL MSFT AMZN NVDA where top line is literally running up each and every year with lots of pre-contracted recurring revenue. I have a smaller position in AAPL after liquidating some recently (when it ran to $330). I have enough exposure from VOO/QQQM that I'm okay holding less shares. I could see a scenario where they maintain a "popular consumer name" premium such as COST and WMT. But I pick my individual stocks for valuation based on financial performance that outclasses SP500 average and thus should have higher return.
Time to buy Google, all the regards are hating on it. The next MSFT
HBM growth is expanding exponentially over the next few years. HBM market only makes up just 20% of total memory market. It will increase to 30% in 2027 and 50% of total memory market by 2030. The Pie is getting much Bigger and SK HYNIX can't make anymore if they wanted to manufacture more. At least not until their new Fabs come online in 2027. Samsung is just little late to the HBM party. From 2024 to 2025, Samsung 4nm node for HBM yields was very low. They yields is up to 60% in January 2026 and 80% yield in August 2026. So I expected Samsung will catch up soon or later. SK HYNIX is selling most of HBM capacity to Nvidia. While Samsung is spreading to MSFT, GOOGLE, AMAZON, TESLA and NVIDIA
Started the year with $17K got to $95K on the back of MSFT and SNDK, now I'm at $43K PLEASE GIVE ME A WINNER
So I shorted AAPL, made like 8k didnt cash out ended up break even, and couldve bought calls and instead am watching MSFT move at the speed of a slug. Waste of a day.
MSFT will be 520+ on friday.
Correct. MU was by far the biggest contributor to the drawdown (had about 400 shares using margin). Honestly, I've mostly rotated to Meta, MSFT and AMZN with some high beta bets on a few conviction names. Funnily enough, bought a franchise which could provide some stable income. Lack of interaction has been tough though!
Ah, that explains why Azure and Entra ID are an authentication nightmare! ;) I do own $MSFT tho!
27 years. Cybersecurity Architect. Worked for MSFT for 10 years. I understand IT quite well thank you very much.
yeah MSFT not staying below 500 before 9/11. Sorry, not sorry.
Last earnings cycle GOOG was the villain for negative cash flow and MSFT was pumped for keeping Capex the same and positive cash flow. I hope apart from the progress in models they also show some positive cash flow and not go bonkers with Capex
weird how MSFT kept its pump value... but GOOG went right back to the earnings dip... make me want to buy more... but they need to release some Frontier AI model.... they need to show something good for next earnings.
Worst case I hope is like MSFT where it traded sideways until earnings.
Buying mag 7 on dips is literally free money....all Ive done to be up is just cycle through mag7 dip buys last few years. MSFT and Meta latest ones. No point in even doing other strategies this ones as free money as it gets lol
If you need money soon, take some profits. I sold all my MSFT @/520$ cuz I'm buying a house.
MSFT Calls tomorrow will be printing w
I’d buy Microsoft right now because it has strong momentum, a dominant position in cloud computing and AI, and a solid overall business. Azure continues to benefit from growing AI demand, while Microsoft has multiple reliable sources of revenue from products like Office, Windows, and its enterprise software. Short term, I think MSFT has a good chance to keep moving higher if the overall market stays strong, making it a stock I’d be comfortable buying at its current price.
MSFT will go back up 500 or Software is fucked?
WTF is going on with MSFT on yahoo finance
Yahoo finance just about gave me a heart attack with MSFT wtf
META, MSFT, SPCX, NOW, TSLA. You are welcome
And you prove urself wrong with that statement. If those two stocks do well, then thats a huge benefit for AMZN, GOOGL, MSFT, NVDA.
Rotation from semis back to MSFT happening now.
You must be special MSFT is a power house lmao you should probably leave the stock market buddy
How is MSFT not popping on the GPT6 shit
Today actually makes perfect sense. AI is going to continue so TSMC and ASML going up. But the recent news is that it isn't anymore just about generic GPUs but having also customised chips. So that's why Nvidia down and the others up: AVGO, AMD, QCOM. And memory also will be needed so MU, SK Hynix also up. Amazon down due to capex news (flows to QCOM). Risk-mitigation with Apple due to tomorrow's event. MSFT perhaps went a bit high so it's correcting a little bit, but not drastically. Musky stocks doing musky hype, can't be explained. Meta and Google both hovering, no clear signs to push in any direction.
I have over 50 holdings, just owning shares in said 50 companies....2 are red today...MSTR and MSFT....MU just turned red too, but that won't last....must be something with companies starting their name with M...has nothing to do with buying stocks that are green...it's knowing which companies are going to thrive in this market....thanks
I fucking hate MSFT.
Anyone holding $MSFT ?
fuck you MSFT fuck you you worthless piece of junk
MSFT is up +27% last 3 months only... LOL
Every time MSFT went above 500 it shits itself
Why MSFT price hasnt changed in weeks ?
Ehhh I only started investing in April so currently my portfolio is up 1.2% so yea if I bear market comes I may be super fucked. I own GOOG NVIDIA IONQ, then bearly any MSFT, but I do own a lot of semi, Asia and NQ etfs
Well, time to find out what p/e you've got and if E is real and repetitive. If all your stocks have negative p/e and there's just promise of profitability when growth catches up - you might see as much as 70%% drawdown when bear market comes I own tech but majority of my stocks are profitable already. No asts rklb etc. but rather MSFT AMZN GOOG
Are my MSFT calls cooked tomorrow?
When internet come, Netscape was huge success, then MSFT free internet explorer, make Netscape disappear. When internet was very successful to search, then GOOG search came, make all AOL, Yahoo, mailcity, hotmail, many cool down & disappear When AI come, NVDA, OpenAI, Claude is very hot, eventually time will tell who is winner, how 1st movers disappear next. AI just good organized search engine, no one profitable from AI investment, just hype all land grab by datacenter building & big semi spending.
She’s a 10, but she’s bearish on MSFT.
Joyous that I sold my MSFT calls last week
I feel like the Doomsday clock lost all credibility when they started using seconds in addition to minutes. I mean, everyone is going to assume now that once they say that there is only 1 second left, they'll just be like "we are now 0,999 mili-seconds away from disaster", and continueing to countdown for another 1000 years🤨 Anyway $MA and $MSFT are the only ones I'm touching this month
I bet this is usually the advise of so called wallstreet analysts . Remember when Meta was at $480 and wallstreet analysts were recommending that investors buy because it was going to $600, then it dropped to $80 and they well all on CNBC that people should sell because it will go lower ? The same for APPLE , GOOGLE, MSFT and a bunch of stocks on wallstreet
I think MSFT is great to hold long term, that being said you can always pull out the 43% gains made and keep the original investment if you are worried.
Copied from a reply to another: Oh, there have been a lot. MU, NFLX, SLV, MRVL, NVDA, MSFT, GOOG. I've also made a ton off SLS, which seems risky at first glance, but until the 80th event it's really not, since there are no other catalysts either way, and it's all but guaranteed to pop a bit on that announcement, at least in the short term.
Oh, there have been a lot. MU, NFLX, SLV, MRVL, NVDA, MSFT, GOOG. I've also made a ton off SLS, which seems risky at first glance, but until the 80th event it's really not, since there are no other catalysts either way, and it's all buf guaranteed to pop a bit on that announcement, at least in the short term.
ticker OPEN on a brokerage app makes it easy to assume it's for OpenAI. However, your screenshot is not OpenAI stock; the ticker OPEN belongs to Opendoor Technologies, a real estate company. OpenAI is a private company, and as of September 2026, it still does not have a public ticker symbol, and its stock is not available on standard exchanges like the NYSE or NASDAQ. Here are the current facts: · IPO Status: OpenAI filed a confidential S-1 with the SEC, but has not set a launch date (timing indicated is 2027 or later) and it is not yet publicly trading . · Valuation: The company is currently valued at approximately $852 billion in the private market, with analyst projections for the IPO potentially exceeding $1 trillion . · Private Access: Direct investment is currently only available to accredited investors (income > $200k or net worth > 721 per share . · Indirect Options: Since you cannot buy it directly, your best bet is to invest in Microsoft (MSFT) (owns \~27%) or Nvidia (NVDA) (supplies hardware) . So, the position in your screenshot is definitely Opendoor stock, and OpenAI remains inaccessible to retail traders for now.
I only have 5% invested right now. At least its in sandick. I want HOOD and AMD and DELL and 2 of GOOGL/AMZN/AAPL/MSFT not sure which 2 yet tbh but I'm heavily biased towards google and amazon and some NBIS and maybe OKTA and AVGO as well. Hopefully we can get some actual momentum this week.
AAPL stock is no joke. But it's pretty amusing to see someone bragging about 130% gains against investors of MSFT META and AMZN; and rest of Mag6 of GOOGL and NVDA. Many investors of these stocks have 4-5 digit percent returns.
MSFT is about to tank, semis are up
It wouldn’t even be the case if you meant that MSFT would be the most valuable company on the S&P500 🤦
That PLTR weight at 10% turned me off to the ETF. That company looks very overvalued. I own MSFT and WDAY. Both of these companies have see growth accelerate recently.
That is a hell of a moat though. It's basically irreplaceable in that space too. I mean, word and excel files are the deeply embedded history of entire companies operations. You're not just porting that over. Nobody is learning Linux and Apple is too expensive/too niche for business and would still have to run those same MSFT files. But also remember azure is out here hosting some 25-30% of the internet.
Look at it on a cash flow basis. The SPX earnings are inflated by the profits from the reevaluation of the participations in SpaceX, Anthropic and OpenAI. Also on a SPX consolidated basis, MSFT GOOG META AMZN are spending a lot of cash in investments in data centers and amortising it over 5 to 20 years while the profits are being taken upfront on the sale of semiconductors by MU NVDA AVGO… Net the Price / Cash Flow is at its highest in history
It isn’t at all lmao. At 40x MSFT is worth more than entire S&P500.
Power is more of a constraint than hardware, thus the games they're playing with depreciation will eventually catch up with them. Remember back when one of the things that set off the sell-off on MSFT was when Nadella admitted he had more chips than the ability to plug them in.
MSFT admitting Xbox streaming service loses money and theyll need to charge by hour, strongly suggests the (AI) cloud monopolisation strategy is doomed to fail. Cant compete with indie developers and local GPUs four years out of date
$MSFT is a stock I definitely would not sell atm.
In 30 years , if MSFT is still around, it will definitely be up 5 to 10x, so yes
Is MSFT worth? /uj i heard that its fairly reliable and will likely return to older heights uj/ i dont want to make money
In theory, until $0. It think it will stay between $35-55 price range for years. There are many bagholders that will keep this stock for long-term now, its part of many ETFs, boombers hold a lot in their retirement pots, and they offer +4% dividends. Like MSFT/IBM lost decade period, Nokia, Kraft, Unilever, etc.
That's not a bad idea at all. I got into MSFT mostly for the exposure to OpenAI but that didn't work out too well. Got my ass saved by the good earnings. I have a 430 call on META for Dec 2028 I'm thinking about bailing out on as well. I just have a feeling there may be more lawsuits in the next few years. Hope Reddit's gonna be safe from the lawyers...either that, or we're all gonna get a check for Reddit addiction lol.
How much of your total portfolio is MSFT, and is it in a taxable account or a retirement account? A 43% gain by itself doesn’t tell you whether to sell. A 5% position and a 50% position are completely different decisions. I’d ask yourself this: if the entire position were cash today, would you put that same amount back into MSFT? If not, set a maximum percentage you’re comfortable holding and trim back to it rather than making an all or nothing call based on the gain. If it’s taxable, check the holding period and unrealized gain on each tax lot before selling.
For the next few years 490-500 will be a soft cap, triggered by price break auto sell triggers (like the recent sale from Satya). If you can hold for >10 years you’re likely to realize maybe 1k and/or a split. My average strike was $34 and I got out of everything at $500. I’m a former MSFT employee, kept every share and maxed out my ESPP. There is a pleasant and unexpected sensation of liberty associated with a brokerage balance well exceeding the remaining note on the house.
My hold it forever is basically apple and spy. MSFT is a high tier but I have more confidence in Apple than any company. And I only buy android phones.
It’s a fair question whether it’s overvalued right now. A stock can absolutely be a “hold forever” type of company, but that doesn’t mean you should hold it at literally any price. Sometimes the stock runs up so far that the valuation becomes too good to ignore. If MSFT suddenly went to $1,000, for example, you’d probably sell, not because Microsoft suddenly became a bad business, but because a fantastic business can still be a bad investment at the wrong price. Microsoft might be a fantastic business at $500, but that doesn’t automatically make it a fantastic buy at $1,000.
The core function of office suite is still great but the integration of copilot and the desktop vs cloud version is pretty frustrating. I often have to upload the whole file to copilot app instead of using it directly in excel or it will crash. The formatting in browser and in app sometimes can be different for word, its frustrating when you have lots of bullet points. Dont get me started on Outlook. The new outlook is absolutely garbage. I cant even set up the link for zoom meeting and all the attachments are opened in the same window. The fucking worst of them is the search function. I cant find emails that was sent to me in the last few days. Anyway, it was pointed out to me by other redditor, with data, that the enterprise segment are no longer MSFT main profit driver. Cloud and AI are the cash cows, and hence the massive CAPEX opening.
You forget to factor in the fact that if Anthropic performs well, say doubles, then in that time period the likelihood is that big tech will also preform extremely well. So yes, in terms of pure anthropic play googl might only gain ~2.5%, but googl would probably go up 30% during a bull run for anthropic. Now let's use AMZN instead. Amzn owns 20% of anthropic approx. Amzn market cap 3T. So AMZN owns 200b in ANTH. Now say anthropic doubles from 1T to 2T. Amzn gains 200B. Thats a 6.66% increase just from ANTH. Now factor in the gains from AMZN itself during the ANTH bull run. Also: suppose 10% of my portfolio is in AMZN. Valuing ANTH at 2T, that gives me 0.66% exposure to ANTH. Now if another 10% of my portfolio is in GOOGL, and another 10 in MSFT/NVDA, I probably have around 1.75% exposure to anthropic already. For me personally, thats already good enough.
Up to you. I’ve held Microsoft for 34 years. Glad I did. Dividends are quite pleasing as well. Roughly 50k per year from MSFT dividends.
You caught it at 350, why sell? If you are going to sell why not just take enough off until you are comfortable with the ratio of your portfolio MSFT makes up? I think it is important to remember that the real gains of the market are made with time, not necessarily timing the market. I was in a similar position a little while ago, trimmed until I was happy with the ratio, but holding the rest long term.
MSFT will continue to outperform the market as it had for the last 15 years.
Bought my first 50 shares of MSFT at 37.00. My most recent add was 3 shares at 350. I'll just keep my 78 shares longer
MSFT is probably 4% of my nw at over 1100 shares plus six figure exposure just via ETFs that include it. Second largest single stock holding. They will continue to print money via controlling many levers. Initial small position was at $68. Hold forever kinda stock IMO.
I sold MSFT to get into AVGO but my gut tells me not a good idea to sell nvidia to get into AVGO.
If it’s in a non-registered account I would let it cook and avoid the capital gains tax. Hard to bet against MSFT
So it hit your price target what’s the issue? Why haven’t you sold yet? Are you being greedy or did your valuation on MSFT change?
I’m often in and out of MSFT. I bought a bunch between $410 and $375. I sold last week at $510. If you think there’s a bunch of juice left in it you can stay. As of right now I think most of the upside is priced in
I sold all my MSFT positions and went in heavy on META