Reddit Posts
All BS aside, how’s calls on MSFT looking this week?
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Need to practice option trading with paper money
Who’s ready to burn their life savings this week
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Who’s buying MSFT & AMD calls for earnings?
I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP
MSFT has now overtaken AAPL in market cap.
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Is it normal for the index funds to be weighted this heavily by mega caps?
What are your top picks for the top performance stocks for this year?
Epic V Continues to Show How Little Risk Exists
Has anyone seriously looked at Global Foundries [$GFS]
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting
Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.
The true interpretation of Friday's Jobs Report
A true interpretation of Friday's Jobs Report
Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip
LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!
And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?
If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?
Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?
Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?
Keep an eye on $MSFT (potential put money making opportunity)
If you had $40k to invest right now, what would you do with it?
The NYTs is suing Microsoft and I think there is a profitability play on their stocks
New York Times sues Microsoft and OpenAI for copyright infringement
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
Question regarding this type of Play Option?
The biggest lesson that I've learned in my 10 year investing career.
MSFTs Open Ai will raise funds with valuation of $100B
Mentions
Some rich regards in this group pump AAPL and MSFT for me a bit; otherwise my calls will be IV crushed.
I was thinking that. The increase in cloud revenue must be coming from the surging demand of AI companies that are partially financed by MSFT NVDIA and co but are not making any profit yet. This is tricky.
Do you just post whatever ? It‘s far from it. MSFT, AAPL, NVDA, AVGO are all much more expensive
If it’s just $1000 I’d disagree with those saying MSFT or VTI. I’d be looking for a moonshot. Surprised no one is suggesting this.
People are ignoring some good companies(AAPL, MSFT, Amazon) and buying some shit stocks like RDDT.
Exactly! So unfair for MSFT. She is doing very well.
MSFT pls go back to 540’s. You didn’t even miss!!!
It’s hard to say. I would probably buy an etf like qqqm. That’s a combination of around 100 stocks. If I had to pick one that I think will still be around, i would say Microsoft, MSFT.
For AWS it’s purely IaaS, where MSFT mixes M365, LinkedIn and more.
MSFT 555 because i need it
This is totally blasphemy. Apple did very well, but is not going up. I hate the stock market. The same goes with MSFT.
Amd way over extended. MSFT and meta still recovering from earnings drops. NVDA, pump it, deserves to go up
Pajama traders not interested at these prices? I'm somewhat surprised to see so many stocks struggle to get past where they opened on Thursday. Names like AMD, MSFT, META, NVDA looking a bit lackadaisical.
have MSFT $600 12/5 calls.. am I cooked chat?
have MSFT $600 12/5 calls.. am I cooked?
$msft how do you have steady income, stable earnings and increased revenue and yet drop today. HIL...Arious There isn't an AI bubble just a handful of companies that Sold the crap out of the AI to a giant group of companies who then bought into to it, reduced their staff and bought AI to replace them and now these companies, META, GOOGLE, NVIDIA, MSFT and the rest now need to race to build an infrastructure to support the massive Salemanship of their sales companies. This is gonna take half a decade of investment to keep up with the demand and 5 more years to launch projects to iron out any issues of the launches. See you in 10 years. Difference between Internet Bubble and AI... AI actually has foundational Infrastructure (Data Centers, Software functional use) AI has been here for years its just now being used more. The Internet Bubble, No one, except Amazon, Meta, Google and few others knew what to do with it. AI, it has limitless possibilities and we have not even scratched the surface yet. Happy Friday Halloween folks
When it comes to RPO & backlog, things are getting really wild. AMZN AWS: Jun-Q RPO @ $195B, average duration 4 yr MSFT: Sep-Q RPO @ $392B, average duration 2 yr Google GCP: Sep-Q backlog @ $155B, Sep-Q, to recognize approximately 55% of the revenue backlog as revenues over the next 24 months with the remainder to be recognized thereafter. The sizes of their RPOs don't seem comparable considering their revenue sizes.
ORCL and META are borrowing tens of billions to fund these data center buildouts... IF the AI bubble does collapse, those 2 will be the ones that take it the hardest (other than Open AI of course). MSFT, AMZN, and GOOGL are funding most of this through their cloud cashflows; that's the huge difference. Those 3 will be relatively insulated though you'd expect stock corrections in any AI bust scenario. But ORCL and META are literally betting their companies on AI, and that's the difference.
This is also my concern about Azure. Compared to Amazon's disclosure of AWS and Google's GCP, MSFT hides Azure revenue with only occasional comments. MSFT does disclose Microsoft Cloud's real number, but it seems to include too many things.
Shares? or calls? MSFT is a fkn bitch
down 7k on MSFT but up 2k on amzn..
They would still have huge orders from MSFT, xAI, Meta, ..... oh, and China!
BIG TECH Forward PE: Apple $AAPL: 35 PE Nvidia $NVDA: 34PE Microsoft $MSFT: 34 PE Amazon $AMZN: 33 PE Alphabet $GOOGL: 29 PE Meta $META: 23 PE
I mean you’re right…nothing really “bad” happened last two days. Meta missed but due to taxes, actual business fundamentals are strong and still spending a shit ton which is good for the Ai bubble economy. MSFT dumped but also business fundamentals pretty sound. Google crushed Amazon crushed. China deal didn’t get worse. NVDA crushed as well. But maybe it’s just time for the dumpening, no more gas in the tank. Either way I’m so fucked that even a nonsensical pump won’t save me, and a sell off doesn’t even matter at this point.
MSFT chart post earnings starting to get real repetitive https://preview.redd.it/fqm06w2jhcyf1.jpeg?width=1440&format=pjpg&auto=webp&s=e4578e556cd3fde8f386ec55f291b923d19f3e67
To be honest, that’s not really what I said or meant. It’s slightly “misleading”, in a sense. Even the original comment said “No way Azure is already bigger than Aws”?? When a company reports “cloud based growth” and puts out a number like 49 billion, it makes it seem like Azure made 49 billion alone and not their whole Office Suite, etc. MSFT didn’t report their Azure numbers only in their report, or if they did, it’s pretty hard to find and not “out infront” like the rest of their numbers. “Azure and other cloud services revenue increased 40%” was taken directly from their report. Now, is it that Azure only grew by 5% and the rest of their suite and copilot grew 35%? All I was saying is their numbers are slightly “misleading” when talking about actual Azure vs AWS vs GCP.
I would call that an amazing return! My returns slowed down when I sold out of the market at the end of 2022, bought 2 rental properties, which have done well. If I would have kept the $$ in the market, my NVDA position would have been 1500 shares at a DCA of $6.80. I owned MSFT at $184 and META at $67. I had the winning lottery tickets and sold out for slower growth because of a belief that a recession was coming (that's all CNBC talked about for the entirety of 2022. Oh well, at least the rebuilding is going well. I jumped back in at the end of 2023.
Because I told them to. I own AMZN and don't own MSFT
I bought MSFT and META one day before their earnings...
I hold MSFT primarily because OpenAI. It's the easiest way to hold OpenAI shares pre their IPO.
This. I had calls on META and MSFT. I am sad.
Fail: TSLA Hold for 10+ years: MSFT
I was scared of AMZN er's after seeing META & MSFT's. Yah - not upset at all about it. It's been a fantastic week 🚀. Even withdrew 400k to my bank and my account is actually riding an ATH at the same time. That's cool. I more or less made money / won my last 5 plays in a row.
I don't know. MSFT crushed earning better than anyone over the last two days and they went down. Shit is rather confusing at the moment...
Why did MSFT drop and AMZN soar then
Not bad. I sold it all and went full into RKT because I didn't wanna play tech after seeing what happened to META & MSFT. Whoops 😅. Still - not the worst decision. I basically rotated $1m from AMZN calls into RKT calls. AMZN +14%, RKT +7.5%. ...still a win.
"winners" 5 years ago were PYPL, EV stocks, solar, genomics, XYZ, since everyone here talked about those, also I had PLTR since their IPO and the stock did nothing for years...They were pushing the market to highs. The only right ones you could know were MSFT, AAPL, META, TSLA, AMZN, and the rest of the MAG7.
bought MSFT calls, sold them earlier today -98%. WTH
Anyone else play MSFT and META and skip out on AAPL and AMZN… I belong here
Why could MSFT and META do what AAPL and AMZN doing today? Seems like god really hates me
nope just spectating this one and wishing MSFT had done the same
Now if MSFT and NVDA would hop on the train..
A lucky day trade based on NFLX, MSFT, META red after earnings so i figured AMZN or APPL could go green. I'm out but will advise what the next coin flip says. https://preview.redd.it/b9wfm0jbbbyf1.jpeg?width=1080&format=pjpg&auto=webp&s=7495acea0cd5a38015e3d4644d1ea31f4a042091
$5K into MSFT 12/05/2025 530C I bought at the bottom today. Regarded?
I mean GOOG and MSFT had stellar results as well
Yeah shares on everything but MSFT. I will just hold meta but it’s just mind blowing the losses this year lol
Bought AMZN last earnings, it tanked, bought meta this earnings it tanked, bought Lulu falling knife, bought MSFT call earlier this year at 400 then proceeded to go lower. I’m done.
Legit the only mystery is MSFT drop after yesterday
It’s ok, MSFT buttfucked me too
Apple, Amazon, ever RDDT is green. While Netflix about to pump because of stock split. Now, just need MSFT, META and Google to follow the other MAG6 so we can pump hard tomorrow.
META didn't really suck , it was a tax bill. and MSFT I don't think did poorly either. just Market over reacting.
I really had AMZN calls and shares and sold yesterday for MSFT and META fml
Yeah ik bruh. My entire portfolio was bleeding and main cause was RDDT. My point is don’t sell. It was like MSFT. Earnings were good. Will recover soon
Wow Apple got the MSFT treatment
Might get lucky with NFLX lotto calls tomorrow but it would be nice if GOOG and MSFT join the fuck fest too
You can't compare the $META CapEx expansion with $GOOG, $AMZN, $MSFT, or $ORCL because they have a cloud business with great margins. $META doesn't and is basically spending to create "super intelligence" which has proven to be a money losing business (Anthropic / OpenAI).
Of course I didn't play after MSFT and meta bent me over last night
I lowkey had a feeling AMZN was gonna pop off, both AMZN and MSFT are competing for AI cloud infrastructure. So if one’s stock price tanks, then the other is gonna pop.
Thank god Amazon will stop the bleeding from today's META and MSFT disasters
MSFT red on a beat GOOG barely green on a beat META very red on a miss. Is that an indication of how things go with tonight's earnings? Who knows.
I agree it's insane. And what is the value of that Open AI stake going to be post-IPO. I don't see people living without ChatGPT, it's the best product in the market. Maybe MSFT can now figure out of to improve Outlook lol and make it more like Gmail.
Nobody knows. Whoever is saying they know, they would be lying. MSFT is a solid stock. Copilot is crushing it and Azure business is solid. OpenAI stack will bring additional money. No need to sell. Disclaimer: I own MSFT stock and will be holding it. Buy more on weakness but the darn thing only lost %3 today.
META META META META META META META META MSFT MSFT MSFT MSFT MSFT Idiot dont know how to read earnigns. Perfect entry. Loading up on calls.
<1 hr till close, time to pick up META and MSFT before they snap back tomorrow morning
META & MSFT sucking balls, dragging the whole market down. No wow deal between Xi and Mangou.
i bought MSFT and have no money
AMZN didn't lay 30k people b/c they're doing well, and MSFT announced Azure was growing meaning AWS isn't
If you don't buy MSFT and META you hate money
Idiots not buying this NVDA MSFT and META dips. You’ll learn. Buy the fear sell to the chasers
Both NFLX and MSFT actually had a decent earnings. NFLX missed due to some stupid Brazilian tax dispute.
so basically MSFT doubling valuation of its investment (in hundreds of billions) just like that in a matter of months.
They won't miss but the market will sell anyways. Courtesy of MSFT and Meta. Just have these 2 shitcans report after Amazon/Apple next time so we don't get this scenario.
COIN PUTS, AAPL CALLS, INTC LONGS. I JUST DONT LOSE (don’t talk abt MSFT)
Right - that's why I'm mentioned capital gains. It depends on your taxable income. 30 shares of MSFT is currently about $15,700. The way that capital gains taxes work is that you have to pay taxes on your MSFT gains depending on the cost-basis. The capital gains tax rate is 0% if your taxable income is less than $47,025 if you file single. But once you start to earn income later - it can go up to 15%. 20% if income greater than $291,850. So - one other consideration about selling it now is the taxes. It may be very favorable and tax efficient for you to sell now.
Wtf are you smoking? What about NFLX CMG MSFT CVNA SFM FI ?? I could keep going.
With META and MSFT tanking after earnings are aapl and amzn gonna do the same?
Not to mention Google engineers are the best, everything they make it top tier. That's where I'm unsure why MSFT is valued higher than Google, when their software is all trash.
Earnings: AMZN RDDT WDC Thoughts? Today kinda sketched me out because META RBLX MSFT went down
Yea because it always reports after MSFT/Meta and they ruin expectations. Need amazon to report first so the other shit tanks instead of it.
AMZN puts COIN lotto puts RDT lotto puts Had META, MSFT, and CVNA puts yesterday. Missed on RBLX calls
Can someone honestly tell me why MSFT gets assrammed so hard when they still beat EPS and azure revenue is strong?
Yep I bought Seagate too. Almost doubled money in a day. I’m looking to sell open positions in loss to buy more Western Digital. MSFT and META and SOFI did me dirty😂
Did you listen to the earnings call? Or read the report yesterday? They are absolutely kicking ass, I mean it isn't even close. The market got all bitchey today because they are spending 35billion and quarter to build out infrastructure. Thing is... They have 400 billion already booked for capacity they need to add. That doesn't count already built and delivered capacity. On top of all of that, they are seeing increased usage from current buyers. So clients they already have are buying more capacity and using it more and more. Companies love the product and keep coming back for more. If there is a better long term hold that MSFT, I don't know where you could possible find it...
MSFT 600c exp 1/16/26 what are the odds it can come close to that? Do I paper hands and take the L?
Are people entering META leaps? I don't know enough about the stock to make a decision. I generally go for AAPL, MSFT, AMZN and has turned out right most times.
Copilot is complete shit. Only thing it's good for is to search for stuff. It's completely useless in making anything useful. No wonder MSFT is dumping.
+13% for GOOGL to overtake MSFT in market cap.
Wheres all the META and MSFT loss porn? Dont hold out on me bulls
Ask yourself, do you think CAVA will reduce one time cap ex expenditures with MSFT or do layoffs in response to reduced revenue.
MSFT owns 27% of the new entity. That can be shorted.
Is anyone angry about MSFT(Micropenis) here?
Given that MSFT owns 27% I'd say that's the best bet
META recovering why not MSFT 🥲
Why is MSFT shitting itself after God earnings?
“Why did Meta drop so much more than MSFT” > The Art of Letting Trump Claim a Win, While Walking Away Stronger >By withholding soybean purchases and rare-earth exports, China extracted relief from U.S. tariffs and delayed export controls, without conceding much in return. https://www.nytimes.com/2025/10/30/world/asia/china-trump-xi-trade.html?smid=nytcore-ios-share&referringSource=articleShare