Reddit Posts
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
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$NVDA and $MSFT have great moves coming forward
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
The SaaSpocalypse is over - 50k+ in gains on SaaS Names
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
Held MSFT, wonder how much I can squeeze out of this. The itch to sell is real.
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.
Mentions
Wow I didn't think I'd ever get an opportunity to buy MSFT low again. Gonna grab a bunch if it hits 400 or less
Ironically I think MSFT is the only company that AI hasn't helped.
There's a reason they call it MSFT 365 LMAO
This MSFT chart is HIDEOUS Absolutely relentless selling and zero buyers, LOL
MSFT SAAS Offering: bad MSFT AI Offering: bad Reddit investors still looking at the stock like a golden opportunity lmao
MSFT only goes up so it can piss off its shareholders even more by going down again
I am kinda happy about this drop so i can load more up, but not you MSFT you POS.
MSFT apparently can have only 2 good days followed by endless suffering.
Everyone’s crying about MSFT, but I hate money with the raging passion of hell, so today is great for me
Goodbye money, hope MSFT treats you well
And when it goes down, MSFT follows... POS!
Going to need MSFT to cure cancer or SOMETHING
FULL PERMANENT CEASEFIRE ANNOUNCED. Iran to fully open Strait of Hormuz. In exchange president trump providing every Iranian citizen 1 HP computer with a full MSFT subscription. MU and AMD to contribute hardware. Transportation of physical computers to be handled by RKLB who just inked a 500B delivery contract via spaceship.
i need refund on MSFT plz
People complaining about MSFT like it didn't just have multiple +3% days in a row Meanwhile AMZN is crashing like it did even though it didn't, very cool!
Has there literally ever for even one minute of time been a shittier stock than MSFT?
Bought MSFT calls and lost 3.2k or 50% of my portfolio In three hours. Total of 75.2k loss. Now I’m calling it quits.
Is there a disconnect? Or, does it make perfect sense because the semi producers are actually selling a ton right now and making a shit ton money as AI companies buy everything in sight; meanwhile, GOOG and MSFT are spenders and whether or not they see a return on CAPEX is uncertain?
Like half of MSFT cloud backlog is OpenAI, you don't think that's some what of a risk or issue? Also the market is just unhappy with copilot. Remember how much the market punished Google on the early AI days with their LLM. Not saying the market is right, but I can see why with those two issues.
The market getting spooked by increased CapEx spending and dumping GOOG and MSFT shows you just how much faith they have in the profitability of AI. But meanwhile it still pumps semiconductor stocks as if this CapEx will increase exponentially forever. Massive disconnect in logic there
Bill Ackman trying to get yall to buy MSFT and META
Time to full port MSFT calls. Probably gonna lose everything but I must.
Resist a little longer to buy MSFT calls
I guess MSFT is really giving back all gains huh
I don't necessarily see why MSFT is being punished so much but I do understand Meta. Even Zuck has said that if this buildout has extra capacity they may offer a cloud service as well. Zuck gets a lot of hate but he's built Meta into what it is today so I am still going to ride the wave. Been a shareholder since 2013 and don't plan to sell now.
MSFT really went to $470 just to go back to where it was 5days ago... LMAO my other software bags also getting hit from this, fuck you guys, you told me software was gonna rip this week
MSFT -8% in 2 days. Genuinely who do we have to torch to get this stock to go back up?
I guess MSFT is really giving back all gains huh
MSFT -4% two days in a row. What is this travesty
MSFT straight back to its typical range the past 6 months. My dick has never been so micro and soft
Buy MSFT they said. Safe investment they said.
Look at the 1 year chart for GOOGL, then go look at the 1 year chart for MSFT. Both are solid businesses that generate insane cash flow, no denying that. Both have hands in AI and are very diversified businesses for the future. We can’t time the market crash but if a crash were to occur next month, who looks to be sitting up on a cliff waiting to nose dive off? The name of the game is don’t be a bag holder.
Easily explained..I bought $MSFT yesterday
I think for MSFT, it's also the failure of copilot or how the market is seeing that as failure as well as OpenAI being a big part of the backlog for cloud. For META, we see the ROI in revenue and ads growth, but I think the market is seeing it as more as just spend, plus you have to pay the Zuck risk of things. Zuck has a majority vote in META with his class B shares that give him a 10 to 1 voting right.
If MSFT could just up tick one single dollar on its march straight down to hell I would promise to never sin again. JFC what a shit market
I think that’s fairly sound reasoning. I’m very bullish on NOW, have been adding MSFT as long term ballast, and have bought a few CRM LEAPS because I think it has been unfairly punished, and wanted something somewhat different in SAAS.
That's looking like a textbook head and shoulders forming on MSFT.
Some crazy guy on the bus just told me MSFT used to not be an absolute piece of shit. Ok grandpa, let’s get you back to the zoo
Need a miracle MSFT pump
Do you believe MSFT will become a good company?
The stock market is irrational at the best of times. You have to play the game as it’s played though. **No risk, no reward.** I empathize with ya that some stocks/sectors are beyond belief, but you can still operate in that realm without going all in on say : micron. I’ve got a spread of choices that have had huge run ups, and some are just there for safety/opportunity. - **examples** - *of which I’m happy with, as it’s MY portfolio. There are many like them but this OS mine * - I’m sat on Semi stocks that I’ve liked since IoT was a concept — gone are the days of boom bust cycles like HB-LED days : I chose a sector ETF vs. a single stock. The whole industry was going to win, and it has. I haven’t missed nvidia / micron / intel recovery, I’ve captured them all (albeit diluted) . Is it over extended? Yeah probably. Will it ever go to zero or never recover? I’m not sure the entire world is ever going to use less nano technology, **ever**. - re: AI, I don’t have belief in it achieving even half of what’s promised, so here I’m a bit more picky. I grabbed Google when it was depressed back in Mar last year, as it was a value play just for its ads business - I avoided MSFT/Oracle and those making stupid bets in that sector - I’m also sat on treasuries for 35% of my portfolio. Excessive for my age, but the winners are running so fast that I want opportunity if the market dumps and we hit a full blown recession (demand drop, interest rate drop to stimulate economy) as the K-shaped economy becomes unable to sustain itself. I’m kneecapping my upper potential, as I can’t have it all. Finally, I’m letting my picks breathe. I don’t like to make hastey decisions like a trader. I’m not smart enough or “in the know” enough to beat the big boys. I won’t buy something in not planning to hold for multiple years. - But if the market changes and the choices don’t match the original expectation, cut them loose. . I also dabbled in theta trades post covid to put my bond allocation to work by using it as collateral for option selling, which amped my returns. - I’m out of ‘the game’ now, as you have to be comfortable holding the underlying if the trade moves against you.
Bullish on MSFT - they will dedicate their compute to improve copilot. They have massive enterprise install base to monetize with more features and products. They know they are behind so you need to trust management is pivoting to catch up
Yeah but it’s a very small dividend. I just margin that position to enter and exit other positions. Also the margin cash lending is an excellent way to use that capital tax-free. Fidelity (which is what MSFT uses) can go as low as 5% interest.
Which is going bankrupt first, MSFT or AMZN?
GOOG and MSFT will fuk you at every turn, they are stocks for suckers
MSFT is a very predictable stock IMO Just ride the wave
MSFT face ripping V incoming
Why is MSFT down. I don’t do DDs before I throw half my port into calls
"MSFT is the next $1T company" - Jensen
$HYLN. Data centres are power hungry and moving to 800Volt DC, this company is the name of the game. $HIVE. Moving from Bitcoin to hyperscale data centres. Has the potential to become the next IREN/Nebius. $MSFT. Had a breakthrough in quantum computing and expects commercial solutions in the next two years.
MSFT went back to it's usual ways
MSFT and AMZN, this is why bald CEO is bad for stocks
The MSFT hate in here always cracks me up
I have been bagholding MSFT for nearly an year. It seems I will keep carrying the bags for at leasy one more year.
So is all of WSB in MSFT now?
You disgust me MSFT. I’m sick to my stomach
Welp MSFT has fucked me yet again
MSFT going to $250B while SNDK goes to $3T
MSFT casually gaining and losing 10% market cap in a week for no reason. Fuckin retard market
!banbet MSFT 470 1w
I like SOFI and MSFT, not because they are good. Just because I have a humiliation fetish. Thank you
Then don't show up late. Here's what you do. Buy MSFT with your entire portfolio, come back in 2 years and cry happy tears and give me a 5% bonus.
MSFT is the gayest stock I’ve ever bought
What the actual fuck MSFT
# tf is wrong with MSFT???????
MSFT is worse. God im so pissed buying this. If I just bought Nvidia instead couple months ago I would still be up 20%.
I doubled down on MSFT calls 🤡🤡🤡
i‘d rather be down 10% on MU than be down 2% on MSFT
MSFT is now untouchable status
MSFT has an insanely perfected method of creating bag holders.
How funny would it be to see MSFT go under 400 fuck them
MSFT has effectively ruined my life
MSFT: this is what happens when you hire based off caste
It's funny because we are so used to MSFT not doing anything or immediately dumping gains that that recent run was so big it seemed to break the mold. But here it is back to old habits
Don’t you love how the AI CapEx spenders like MSFT, GOOG and META with PEs in the 20s are getting dumped, while the companies entirely dependent on this CapEx spending with PEs of 90+ are seeing insane pumps?
Considering levels of SPR everywhere don’t understand why paper oil is being manipulated like let it go lol, use that money to buy MSFT instead plz
I would like to introduce you to MSFT
MSFT absolute dogshit company lmao
MSFT CEO needs to resign immediately.
Yeah fuck you MSFT, Satya needs to be fired
TSLA makes 3.79B net income MSFT makes $100B. MSFT nearly makes as much as GOOG if you adjust their net income to make it more real at 130B.
MSFT is such a good company
This shit is worse than MSFT dawg
MSFT next million dollar company
Also what’s up with MSFT doing meme stock shit ??
Post your MSFT loss porn to make me feel better
MSFT is like catnip for regards
Wanna talk about a more piece of shit stock than MSFT, look at NFLX
Should of sold MSFT while I had the chance
MSFT same price as it was in March...2024
I'm up 3% on Meta and down 3% on MSFT
At this point i think MSFT is running on OIL