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
Going to keep buying MSFT and META until I'm broke. Don't care if they go to zero, I'm going down with the ship.
Instead of giving money to a financial dominatrix, I just keep buying MSFT
All of the big AI hyperscalers have been bid down to mid-20 PE-ish range due to concerns on high capex spend (MSFT AMZN GOOGL ORCL). I'm not too concerned about it as long a top and bottom lines continue to increase over time, which they are. Last quarter was their highest ever revenue in Azure cloud, and if I'm not mistaken highest quarterly revenue and profit overall. More or less all of these companies just set new records going forward - that's what drives the valuation up. Also all of these tech software companies use mid to long term contracting, but due to accounting rules they cannot recognize the revenue until the quarter the service is delivered. This backlog is known as RPO, or remaining performance obligation. MSFT is at over $600b RPO - this number like all of their other financial measures keeps trending up over time, so good chunks of foward revenue are already locked in. Simple example - ACME pays $500m for 5 years at $100m/year and $25m quarterly. MSFT can recognize $25m revenue for next 20 quarters, and RPO decrements from $500m to $475m... and perhaps the client renews which boosts RPO or expands services which boosts both RPO and quarterly. I'm also fairly confident the AI buildout will pan out in the long run. Worked in Mag7 and Fortune 100's before retiring - I've had a lot more exposure to corporate uses cases than the large majority of the population. Fact is AI has been used in niche cases for over a decade. It won't be long (within 2-3 years) before many of us will have our first interaction with physical AI in the form of robotaxi. I've been in the stock market for over 25 years. Most of my holdings are 8-15+ years. The stock price chart doesn't always reflect the state of the company, because macro issues can and will have an impact. So focus on the micro and you will be rewarded in the long run. Some of you may be too young to have experienced it, but the iPhone was an immediate hit on release. But after that AAPL stock still crashed over 50% during the finacial crisis of 2008-09. Did it mean AAPL was doing poorly? Nope it would have gone on to 50x since then.
Never thought I'd be dusting off my MSFT $180 meme but it might be time
I feel bad for that 505 MSFT calls guy
In 25 Years, Fusion power may be viable. The current AI Hypecycle will be long over at this point. Anyone who wants to go into AI today should go to GOOGL, MSFT and NVDA while waiting for Anthropic to IPO "We are entering the age of infinite productivity and hyper-growth" is such a bullshit take lol.
MSFT is tempting at $366.66 ... but I said the same thing at $395 lol ... perhaps I should wait for $266.66.
Yeah this is a huge miss in the narrative. Of course MSFT would give priority to a company they have a major stake in. If OpenAI scales back MSFT will just sell that capacity to the next company in line.
MSFT is less down that SPY? I am 100% sure this issue will be fixed at open
Agreed. This also feels like a set up for a google moment. everyone thought they were dead last summer. Then Gemini improved and everyone realized they can own the full stack and utilize amongst its enormous install base. MSFT isn’t going to do chips successfully but the same upside is still there for them.
MSFT servers will actually be running on nuclear fusion in a couple years
Yeah, it's obviously a sideshow atm, but this is the first week where it's been made clear that some of the issues that have been going on since shortly after ORCL topped last year haven't been resolved yet. So you have... 1. Iran 2. Oh woe is me with AI. MSFT is dead because OpenAI is stupid and software in general is dead because AI is going to kill it.
A lot of "investors" pumped MSFT during autumn ride for blue chip stocks. MSFT became the most popular stock, and most people invested only because "all companies use microsoft and office products". Market has now realised its real value, which has always been around 20-25 P/E.
Hi friend, I also bought MSFT on the supposed dip and surrounding excitement; I hope all of these posts about it being undervalued make it go up 🥴
What if MSFT pulls a disney and takes away their openAI investment... is that too copium?
In for 1,000 shares of MSFT @ $369.18 Going to open $100k in leaps at open. Pray for me regards
Sure but then MSFT can just sell that cloud capacity to someone else no?
!banbet MSFT 375 2d
I can't believe I'm bagholding MSFT, if I was holding meme stocks and the value investing special I deserve it but MSFT, REALLY?!
Does MSFT even remember what the colour green is?
Just got my paycheck.. whats the play? MU pr MSFT?
MSFT is down 23% YTD, and of that, 7% was during the last month during the war, the war hasn’t even altered MSFT’s trend. My understanding is a concern is that a lot of their backlog of orders is OpenAI so if OpenAI runs into trouble MSFT can be in more trouble than a Google or Amazon.
Slam 1DTE calls on MSFT at open? Thoughts?
Don’t know but I’m picking up so much MSFT at a discount
Selling call spreads on SPY and MSFT is easy money!
Good morning. Except for MSFT you pos.
MSFT has been green once in the last 14 sessions and that one day was +1% lmao
Ever been forced with a ⚡️ butt plug and sound while deep throating a metal rod? This morning feels like that with MU, MSFT and GLD all down. MM is the domme just keeps cranking it up while I scream…no more!
Can you guys do me a favor and use PowerPoint, Word or Excel more often? Maybe it'll push $MSFT back up, I kinda need the money. Thank you for your attention to this matter.
im mainly into etfs by regoin and sector. I withdrew everything at the start of the war adstarted buying back week later drip feeding. Still got 25% in cash, I saved over 10% in losses had I not sold. MU and MSFT are possible purchases for me
MSFT riding down to $360, prepare for the ride guys! Predicted that when it was $400, y'all downvoted me. Enjoy holding the bag folks! I'm buying back at a discount soon
>customers: MSFT, Windows 11 sucks >MSFT: we hear you loud and clear! Windows 11 now mandatory and we are going to put ads on the start menu. >MSFT: we also heard you wanted us to take screenshots and spy on your desktop all day, you got it! >customers: plz, no! Also Azure sucks ass compared to literally every other cloud, fix it? >MSFT: Fixed! We made it damn near impossible to integrate with any of your existing systems, but connects seamlessly with MS products, mandatory AI! >customers: Not AI, plox!!!! >MSFT: You got it! We are forcing AI into every goddamn product we have including Windows 11! You're welcome! We are also single-handedly propping up OpenAI because you asked nicely! >customers: Why are you like this? Didn't you used to have cutting edge technology and development? Can't you do more of that? >MSFT: Sure thing! We replaced our entire workforce with H-1B holders with dubious degrees and have started propping them up with more AI, just like you want it! >customers: :-( >bols: Why is MSFT down? People wonder why the retail market makes no sense.
BREAKING: MSFT and GOOG filing bankruptcy this week.
Having lost way to much on this POS.... If I see one more article about how MSFT is a screaming buy I am going to put my foot through the screen!
MSFT manages to dip even when market is closed lol
Done being a 🌈🐻 Going all in on MSFT leaps at open
When I think shit can’t go any lower, it fucking goes lower. Genuinely what the fuck are META and MSFT doing
Shares don't count! I went long MSFT options. I should've just set 50k on fire. At least it would've been cool to wat h.
at least I didn't buy MSFT yesterday
Tried that with MSFT. Waited to stabilize a bit, bought at 400 usd, continued dipping 🤣
Exactly one year ago MSFT opened at $388 and closed at 378. Please update your stock software. Thank you for your attention to this matter!
>MSFT flat year-over-year (bump as due to AI hype) >bols: It is literally the end of the world for Microsoft Why are you this way?
Countering the torrent of MSFT humping?
50% comments about MSFT 50% comments about oil sums up this discussion
Can’t wait until TSLA and MSFT touch tips
Are we kicking MSFT out of mag7 before TSLA???
I am so fucked. Fuck you MSFT
Anyone know what is happening to MSFT? Other than "heh, it's cooked"
Remember when i was downvoted to hell last year for saying i will wait until MSFT hits 2.5T market cap before buying. Im glad to see its almost there. Really hope it hits my target eventually
Sora ded = AI ded = Copilot ded = OpenAI ded = MSFT ded [Everyone hates Copilot so much that Microsoft has promised to "tone it down"](https://lifehacker.com/tech/microsoft-removing-unnecessary-ai-copilot-features) Meanwhile the Search tool requires Internet access (actually won't work at all if your internet goes down even for local files) and gives absolute shit nonsense output and it's been that way for years, everyone complains about it, everyone knows about it, and Microsoft can't fix it. XSX XBox Series 365 X-mode sucks so much they fired the director of their gaming division last month. Long long overdue and hopefully they don't stop there. A lot more people in MS Gaming need to be fired. MS Azure cloud is subshit and everyone in the industry knows it. [Federal Cyber Experts Thought Microsoft’s Cloud Was “a Pile of Shit.”](https://www.propublica.org/article/microsoft-cloud-fedramp-cybersecurity-government) [Daily dosis of shit experienced on Microsoft Azure.](https://mastodon.social/@azureshit) [Full Disclosure: A Third (and Fourth) Azure Sign-In Log Bypass Found](https://trustedsec.com/blog/full-disclosure-a-third-and-fourth-azure-sign-in-log-bypass-found)
So now I’m a bagholder of both MSFT and MU 😞
More like TSLA, MSFT is oversold.
Honestly no point owning MSFT. The days of it's enterprise dominance due to legacy operations is coming to an end and many of it's subsidiaries have gone to shit (Xbox, Activision/Blizzard, Surface Devices, etc.) Office is being replaced by Gsuite on the government, and Azure is lagging Google Cloud in innovation, and AWS in infrastructure and output. Not to mention Azure's recent growth isn't even that great when you consider it's boosted by one time migrations, inclusion of random online subscriptions, and a huge amount of the bookings are tied to Open AI. Not to mention copilot is a joke. For a slightly higher valuation you can just buy Google, which is at the forefront of AI / innovation. Likewise, Amazon also offers a more compelling infrastructure play with a wider moat for a slightly higher valuation. Even Meta makes more sense than MSFT as it's grip on social media is much tighter than Microsoft's grip in the software/hardware space.
If you invest in MSFT 1year ago, your investment would remain the same. YIKES
Can't buy MSFT until I stop seeing it talked about in the daily
correct , but dont forget same markets already price in positive news , they also price in negative news, for example MSFT now dip is not for current numbers or performance simply compare it to latest 2 earnings and estimates everything is fine or acceptable , however that was for future expectation due to claude post ...etc , same for many companies now already in dip , however also that does not apply on all companies as there is some companies still need at least 30% dip like tsla & pltr
MSFT = My stocks fucking tanked
MSFT is going back to peak 2021 levels. Incredibly sad, all that pumping and dumping with the AI boom only to end up nowhere 5 years later.
Unless that mag7 is MSFT
Enterprise copilot is legit. Claude models available in it now too. MSFT simply just Apple but for business. They don’t care about the consumer market- it’s the enterprise ecosystem
Will MSFT pump again or are we just waiting for it to get crushed before falling into a value trap?
Don't worry, MSFT will be fine. Their OS allows your work and the government to spy on you without hindrance. Only reason they still exist.
Meta - P/E of 20 MSFT - P/E of 23 AMZN - P/E of 29 Umm, those are bargains?
Tomorrow everything green except MSFT which will be -10%
I’m all in on RIVN. $15.32 DCA. After I get 5,000 shares, I’m going back in MSFT.
These 2 options give 2x50 100 delta. So its almost like buying 100 shares for 10K instead of 38 K. If MSFT reaches 450 in next few months these calls give same return as holding 100 shares (5-6 K) but for just 25% of the price. So the idea is buy leaps now and save the 28 K. If MSFT or SPY drops a lot use that 28 K to buy shares or options.
Closing 60 leap positions is gonna be a nightmare (unless you plan to hold till Dec 2028) I might exit this at 5K profit if MSFT reaches 450 in next three months. Closing these many leaps will cause heavy slippage. If i do spreads its mostly 1-3 months out.
MSFT is sinking because copilot has been an epic fail no one likes it and they have dumped an insane amount of capex into it with no profit on the horizon
I would unironically buy MSFT if they weren’t in lawsuit with corrupt ass 🍈 right now
Is it safe to buy MSFT yet
Ok-cry is retarded but why is everyone crying about MSFT, literally every mega cap is beaten down and even TSLA will get a bump by association
When funeral services for MSFT
And believe it or not, MSFT is also a deep state stock with profit
MSFT ol MSFT smoke and mirrors my friend..stay away
I hate MSFT and hope they go out of business but I'm so close to buying at these levels.
If MSFT doesn’t do something soon, I’m gonna go crazy
uh MSFT is a bargain right now... have you seen the PE ratio and the such?
https://preview.redd.it/iyo3kjvdrarg1.png?width=2076&format=png&auto=webp&s=e5f9b6aa5d1666004cebeea05a8145fde0366061 I think this would be a better trade for < $10k. 30 contracts. Your max profit is if MSFT >= 450 by Dec 2028. 20K Max profit. with 2 contracts and 500 strike price MSFT should be at 600 to make 20K profit
I remember when I put in my hefty checks into MSFT, I told myself it’s the safest growth blue chip stock on the market. Reverse my plays from now on.
You’re screwed. MSFT is at start of a fresh bear cycle https://preview.redd.it/diradg9fqarg1.jpeg?width=1170&format=pjpg&auto=webp&s=3ffff1a20c1eea6a8d2036555511b6c551dfc562
META dropped to an 11 PE when Zuckerberg decided to make his big AR/VR bet. It's entirely possible MSFT goes out with the bathwater if we have a sharp correction on the AI narrative.
atleast MU manufactures something of value - what does MSFT do?
MU and MSFT will be top posts soon for the falling knife catchers at r/valueinvesting
The thing is that MSFT has always been trash. They have not learned from any mistakes and continue to pull bullshit to stay ahead and squeeze their customer. Not for 20 years have they really innovated. But look at how much money they’ve made in spite of themselves.
No. I did the same (bought a MacBook), fuck MSFT until they get their shit together.
as a longtime windows user who recently fled to mac this MSFT dump is giving me such schadenfreude but as a degen gambler this looks way overdone and i want to buy the dip
I believe MSFT is played out...it's really just an operating system and software (Office). No long term growth or innovation really.
If MSFT is collaborating with them Its got to be worth something. You would think MSFT is a big enough company to do their DD and not mis-read it. I do think a large part of the stock tanking is these blood-sucking lawyer articles you see everyday. Alot of the move down is about semantics. I mean the way RR said they are working with Microsoft on their earnings call is what tanked it. But they are fact working with them. It's just the way RR announced it is what drove it down. Then shortly after that they had raise some cash by selling shares and some short seller I do not have a position. You did some off-shoot short selling company hunterbrook I think talking negative on X and a story about it. Whether it had impact, minimal imo.