Reddit Posts
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
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)
Mentions
Same, thank you MSFT
**BanBet Won** — /u/NicestUsername (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $463.66 → $500.00 | +7.8% | 3d 21h | Won |
MSFT just broke the $500 barrier. RIP MEMORY 2025-2026
MSFT finally 500+ again. Feelsgoodman
MSFT was always the play...just took some time.
MSFT $500! Next stop $600.
MSFT is such a tease with that $500 mark
**BanBet Created** ▼ | **Record:** 1W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $488.86 (below) | $498.83 | -2.0% | 23h 60m |
Honestly what I should of done, was nothing at all. I sold MSFT for decent gains on the way up, then bought more GOOGL only for that shit to tank immediately. If I didn't do this, I would be up way more and no stake in this dumpster fire of a stock.
Will MSFT gap up 500 if it doesn’t intraday
The MSFT strength is unbelievable. Calls can’t lose right now
If MSFT closes over 500 I’ll cum all over my hand
MSFT about to make a touch at 500, all the non-believers show yourself 😤
my entire port is red so i buy MSFT puts and i lose my ass on that too! FU
MSFT 3.7 trillion market cap , trading like a fuckin penny stock. Sick
Ok, lets say Microsoft has to buy out OpenAI after or even before their IPO, they cancel their dividends or do something else to let the stock crash. Would that be a good opportunity to buy MSFT at a discount? Even with ChatGPT being not profitable, the AI datacenters could still be leased to Anthropic and others. And that is not even part of their core business model as a hyperscaler and business software provider. So what would be a fair valuation considering the worst case in terms of their AI adventure?
MSFT at Apple, Alphabet, and Amazon normalized P/E would be $600-700/share, so +25-40% upside
You might be right on this one, but I bet you didnt predict the 7% SPY rebound and ATH in 2 days, or MSFT saving the market 😂 The market is unpredictable, thats why this game exist
Power hour for MSFT and META would be nice 🤑
People in r/MSFT were selling MSFT at $390 to buy SNDK at $2400 lmao 🤌🏻
what is the time frame for this plan? obviously, if MSFT/OpenAI fail, they will drag all tech down
MSFT 500p again...?
I should’ve swapped to MSFT
i sold out of MSFT, dump so i can buy back in plz
MSFT gunning for 500 and all I see are HTZ comments
i'm gonna need GOOGL and MSFT to dip again, i ain't done buying.
selled all my MSFT at 497,1
NVDA 220 and MSFT 500 challenge impossible.
There’s no comparison between MSFT and META when it comes to monetizing AI. MSFT has a massive corporate user base and AI integration with the tools already has a use and added revenue stream. META is still trying to find one as none of their products lend well to it. Add to that a maniacal leader jumping to every new idea. META is toast.
MSFT needs to drop it like it's hot
Agree with this. I think MSFT has significant AI enterprise product/ workflow advantage: AI connectivity to Office365 and PowerBI Since my organization uses Google office suite, all of the people in the office have already felt the benefit of the connectivity between Gemini, google workspace and LLM. This fact increases my confidence level on google's AI monetization. Would love to hear any review on the AI x MSFT office / powerBI
#I remember when you guys were shitting on MSFT saying that it's going bankrupt LMAO🤌
lol. I'm riding MSFT to 700+
I need MSFT back up to like 498/499 so i can sell the high
Everyone thank MSFT for holding this shit together
1. You didn't make $120,000 on MSFT. 2. The rest of your word vomit is void because you lied (see 1).
Can someone explain to me why MSFT is not dragged by OpenAI like Oracle is? MSFT has a ton of exposure to OpenAI, so does Oracle. Yes, MSFT's underlying business is much healthier than ORCL's. But ORCL is down 44% YoY, MSFT 6%.
Not as much meat on the bone for MSFT
This is the same move I made. Rotated from MSFT to GOOG after the recent pop in MSFT. I don't use any META products, so I won't invest in META, simple as.
Need MSFT to go back towards $450
V on MSFT bro.... if you look at the 1min chart
thanks MSFT and NVDA
LOL while they were calling it Microslop MSFT was focused on investing in the future and printing cash.
Made that money back on NVDA and MSFT and PLTR puts
MSFT really enjoys sticking it my ass
For me, him burning that money and somehow the stock still ending up having the best PE and book value, just shows how strong their product is. If GOOG/MSFT/etc… made similar mistakes, they could be punished long term much worse.
Fuck you MSFT! My puts are getting torched!!
why no one buy my MSFT for $497
MSFT calls or puts?
GOOGL replaced MSFT for gayest bag 7
You’re nuts. Meta doesn’t have a single enterprise customer. MSFT has ALL of them. Guess who spends money, day in and day out, 365?
Also, Facebook just sucks. Insta still ok, can’t see any real growth for WA. I just don’t see meta as much more than a has been. My bet is out of MSFT and into GOOG.
Not 100k, 100k was the 20% gain on MSFT. Try 400k.
MSFT hit $494!? I haven’t been paying attention it appears.
How many people use excel, what’s the average age? We are nearing a time where manpower is needed less and less, society will have more time for entertainment. If you look at the hours spent on Meta’s products vs MSFT. It blows it out of the water by orders of magnitudes.
I literally did exactly the same as you but when MSFT was at $455. Sold 80% of my position and went all in META. Its undervalued at the moment and soon it will have its moment like GOOGL, AMZN and MSFT.
MSFT 70% of all AI revenue, or $24.1B came from OpenAI. 40%+ of all cloud backlog is OpenAI. **GOOGL already tapping more financing again raising $25B in debt.** No one wants to admit the truth. Costs are rising exponentially while revenue is not an more importantly the quality of AI output is logarithmic. We're burning more and more money for smaller and smaller gains. AI scaling law is breaking. Add onto that, the clear deterioration of US long term sustainability. Fed just printed $60B in a single day to put a bandaid on Japanese dumping of US debt. Be smart and rational. Everyone thinks they are Cinderella at midnight. The time to start diversifying and hedging away from US into non USD assets is now if you haven't already.
Damn NFLX lol. The new MSFT.
MSFT 70% of all AI revenue, or $24.1B came from OpenAI. 40%+ of all cloud backlog is OpenAI. GOOGL already tapping more financing again raising $25B in debt. No one wants to admit the truth. Costs are rising exponentially while revenue is not an more importantly the quality of AI output is logarithmic. We're burning more and more money for smaller and smaller gains. AI scaling law is breaking. Add onto that, the clear deterioration of US long term sustainability. Fed just printed $60B in a single day to put a bandaid on Japanese dumping of US debt. Be smart and rational. Everyone thinks they are Cinderella at midnight. The time to start diversifying and hedging away from US into non USD assets is now if you haven't already.
ppl were actually shitting on MSFT as if it's some shitstonk.
Another gamma squeeze on MSFT. 510 today?
Let's go MSFT. Firm the Bandaid Vanguard
I feel like there are alot of misundertandings about AI from the general audience. Today, a very small number of individuals are using the largest amounts of GPU to train LLM's. We are still in a period where major advancements are made every 1-3 months. Tomorrow, billions of individuals and billions of devices will consume GPU for interference. At same time LLM's will continue to train and custom SLM's will become more common. Also during this transition, you have to consider the total amount of GPU compute will have scaled up exponetionally. "Today" was more like like 2015-2022. And in 2023 to present we are seeing the early adopters consume AI, and slowly inching towards "tomrorow". When you say OpenAI and Anthropic are the ones consuming substantial amounts of GPU compute, I see that as the expected behavior, because who else would need that today and could justify the cost? With respect to "circular financing", all you need to do is research OpenAI and Anthropic fund raisings to see the large majority of money is coming from private equity and institutional investors. And only smaller portions are coming from big corporate. MSFT's large equity stake in OpenAI isn't because they pumped in hundreds of billions (whats it's currently worth), it's because they invested early and their return will be in the range of 20-35x. They didn't even pump in "tens" it was $13b.
MSFT candle to $505 coming in 3 min
so everything crashed and burned. IF not for MSFT we all would ve at Wendys
MSFT calls expiring in 3 months. Sell now or wait?
Held Goog through earnings, dumped MSFT pre-earnings. Check in with me for more stock tips.
What’s wild about MSFT is this insane rally. People can’t seem to separate unrealized capital gains from a speculative valuation vs actual real revenue. If you stripped out capital gains, the hyperscalers have like half the revenue increase they report. The new GAAP tricks are absolutely insane.
MSFT, please don't bless back down to $370
man some bad mojo came out of $MSFT, biggest single client 70% of their ai business, why it tanked yesterday
MSFT all tax debts money waiting for you
Exactly. It's laughable that internet armchair investors think that all the mega tech giants with their teams of noble prize winning AI scientists and teams consisting of people with world class technological, financial and business acumen are big dumb dumbs who don't know what they're doing with their investments in a technology that will dominate in the future. But don't worry, Dave, with his 50 shares of MSFT, 10 shares of PLTR and 18 shares of IONQ has watched some YouTube videos where a hyperactive 25 year old keeps screaming about an AI bubble so Dave's more than qualified to advise these companies that they better hurry up and turn a profit TODAY or their business is going to turn into the next Pets.com.
folks thinking beating earnings = up will never not be funny. you only get MSFT’s latest rocket up if your earnings are *surprisingly* excellent.
>It's not really circular... What matters is that end users are purchasing tokens. Yes, msft is invested in openAI, and openAI purchases tokens from MSFT, but as long as customers are buying those tokens from OpenAI, the "circularity" is not a problem. Whether it's a problem or not depends on if OpenAI can become profitable and sustainable.
Bill Gates is completely out of MSFT, you belong here
It's not really circular... What matters is that end users are purchasing tokens. Yes, msft is invested in openAI, and openAI purchases tokens from MSFT, but as long as customers are buying those tokens from OpenAI, the "circularity" is not a problem. Consumer AI is a foot note at this point, it doesn't matter if users are shrinking. It's all about enterprise. From what we know, anthropic revenue is growing rapidly, their margins are very high, and they've turned profitable. Will that continue? Maybe, maybe not. I don't think your point is concerning though. The circularity that is concerning is Nvidia's financial relationship with neoclouds. Ultimately all of the questions surrounding AI just boil down to how much value can be derived from the tech, and what people are willing to pay for it.
Can we somehow encourage MSFT to go past 520?
In simple terms, MSFT should catch up with AI growth and outpace AI erosion of their products.
Its always when u give up. Happened to me with MSFT
If you want to not look at your portfolio everyday, buy VOO and VTI. If you do, GOOG MSFT AAPL.
Lmao he has longs on LULU, DKNG and MSFT, but I totally understand the dude.
So MSFT lost all its momentum and couldn’t break 500
Going all in on MSFT, $500 or foreclosure
I also have MSFT option and have the same DOUBT
AH is meaningless even MSFT tanked post earnings for a bit before ripping 20%. Tomorrow is when we will know.
$MSFT getting 70% revenue from one customer...