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
MSFT weekly calls, SPY 0DTE puts
MSFT is going to run like Secretariat this week.
MSFT is funding a nuclear fusion reactor in Washington… so MSFT for energy I guess
Yeah, I agree that it is prudent to hold both (own). My dad was a social scientist, and his math skills never got as far as probability and calculus. I asked him why he didn't invest in stocks as a kid and he said he thought about it. One stock he wanted to buy was MSFT the other was a local burger chain that he absolutely loved for their high quality burgers. He said the burger chain went bankrupt, as evidence that the stock market was a 50-50 gambling toss up. I asked him why he didn't buy MSFT now and he said it was already too high and he missed it. This was the early 80s. Bill Gates was barely a billionaire, if that. Trump was way more famous back then, before his many bankruptcies turned him into a joke, and I remember when bill gates was richer than Trump's supposed wealth and there wasn't even any media coverage. Anyway, the correct strategy was to buy MSFT and the burger chain, my first lesson in diversification. The second lesson was the MSFT continued to scream higher and higher over the decades, with black Mondays looking like a crease on a log-log plot, and a 100% loss on 50% of a portfolio is definitely not a 50-50 toss up. My guess is that the burger chain spent too much on quality ingredients. But, a good place to eat isn't typically a good company to own. Investing in a gourmet restaurant is probably one of the worst risk/reward moves you could make with your money.
AAPL & MSFT will absolutely beat. META though..how many billions burnt and nothing to show?
I own NVDA, AAPL, MSFT and MU am I good?
Microsoft spent $13 billion on OpenAI. Copilot was supposed to be the payoff. Instead, less than 20% of their salespeople hit AI quotas last year. Targets got slashed. "Fortune 500 adoption" turned out to mean pilots that never scaled. When Copilot couldn't crack it, Microsoft went shopping and landed on Claude, accessed through AWS. So now, Microsoft pays their biggest cloud rival to run a competitor's AI inside their flagship product. Enterprise financial models and proprietary data flowing through Anthropic's infrastructure instead of the stack they spent billions building. Meanwhile, OpenAI is pushing to cut Microsoft's revenue share from 20% to 10%. That's not an AI strategy. And part of the reason why MSFT has underperformed in the past 2 years.
Burry buried the reputation of NVDA, OpenAI, pltr and MSFT lol
I got some MSFT calls this week, but sadly I sold the (green) day before the 3.5% pump, missed on up to 8000% gain on 0dtes lmao
I am doing Monday Tuesday down, Wednesday pump, Thursday mixed bag with MSFT pump and META + TSLA dump, and then pump Friday on AAPL
How did MSFT lose the AI lead so badly to Google?
MSFT is the most shittiest implementation ever on earth i have worked managing windows and office tools, its shit and copilot is shit. they're trash, people keep buying them because they monopoly the market with office 365. january alone has multiple windows update bug that needs emergency fix, i think we are headed to crowdstrike level distruption if microsoft dont fix their software.
Honestly MSFT products might be safer. Startup software is a massive risk going forward.
META down, MSFT up, AAPL up, GOOGL down, AMZN down is my prediction
I disagree. The top company by market cap in 2016 (10 years ago) was AAPL at 608B by end of year. GOOGL was next (546B) and then MSFT (483B). From 10 years ago to today, AAPL is 6X, GOOGL is 7.25X, MSFT is 7.16X. Note, NVDA is 228X in the same time, and is now #1. From today to 2036 we are going to see enormous and worsening DEFLATIONARY pressures due to demographics, and quantitative easing will get even worse IMO. We are about to return to 0 FFR policy, and while sneaky QE has already restarted, the spigot is going to be wide open soon enough. Even WITHOUT a worsening base case, assuming we see something similar to last 10 years, GOOGL is likely to be around 30T in 2036. Fiat debt creation works exponentially not linearly, this also affects market caps and asset prices.
Tsla will probably drop but will recover the next day. Can see Meta going to $700 again but might also drop to $630. MSFT and AAPL won’t do anything cus they’re gay. Sndk can break through ATH only if it’s stagnate or bleeds leading to earning. If it rallies everyday till earnings it’ll most likely drop.
Can MSFT touch 500 by EOW?
Whether Microsoft uses ChatGPT or Anthropic is a non-issue toward monetization down the road. Microsoft is diversifying their capabilities, which is both good for their consumer base and their own product lines. OpenAI's capex spend, which is an accounting drop in the ocean relative to Microsoft's core business, is a tiny price to pay for fostering a driver for business growth with an already proven success story. I would advise anyone with half a braincell to steer clear from the flavor of the month headlines and take a look at MSFT's operating income as a % of revenue over the last ten year period. Recognize that stalled net margins are a consequence of falling off tax burdens, and the AI growth story is very much intact.
isn't IBM like 10% off from ATH? Agree on SOFI calls MSFT I closed all my calls already, probably too early tbh, but I had a decent entry
Summarizing my regarded playbook for next week. Thoughts from the pros? \- MSFT and META calls from Monday, will monitor how much they run up. If META hits 690+ before ER, I'll close before ER, if it stays in the present range I'll hold. If it goes below 650 I'll double down. MSFT makes more modest moves in general and I'll just hold them until after the ER regardless. \- IBM puts right before ER and calls the day after if it drops big. This strategy worked two ERs last year, but not the last one, but it's gone sideways for months and is near ATH. A drop seems more likely. \- SOFI, enter calls Monday in expectation of the run up. They're still showing great growth and it's down from ATH. If it doesn't run up before ER, I'll hold, if it goes to 29 before Friday, I'll close right before.
*Microsoft confirms that its Microsoft 365 Roadmap is about to add a crafty new feature. “When users connect to their organization’s Wi-Fi, Teams will automatically set their work location to reflect the building they are working in.”* lol MSFT tracking people for business. MSFT basically just testing how hard they can shaft their consumers before they switch en masse
Aside from vibes, just some observation from a fellow regard: 1. Last earnings they dropped since they mentioned lower guidance while they get their AI game on. But the recent news of their AI system (which led to today's Shrek dildo) bodes well for them.....maybe. 2. From a pure technical perspective (which is pure astrology), they're quite oversold. Last year Google did the same thing, and they blew up post earnings in June. Made good money from buying that low point. 3. My position is like a year out, so either way, I believe by mid June, assuming TACO doesn't do anything fucking stupid, MSFT will recover to at least $530 levels.
Hot takes: Small cap 1-ish good years to go, international-long, robotics-long and drones 5+ years at least are crazy to abandon. Google and amazon are real companies, meta is cooked, Apple hasn't innovated in a decade+ and can't grow much more, MSFT is going to piss enough people off either something else will replace them, TSLA will lie or bribe their way to autonomous cars and will probably be the real competitor to google in 20 years--pray they don't own humanoid robotics--but either way TSLA has a pretty solid future, NVDA will retreat to hardware at some point and probably turn into Intel 2.0 by 2050.
Saw that MSFT had lots of call flow today. What they know?
Why would you bet against MSFT...lol They're a B2B money printing machine
That’s resolvable. You’ll see a lot of people complain about MSFT and their products but have to keep using them because there literally is no alternative for the avg person.
Don’t you think that these latest issues with Microsoft online products could be an issue in this ER ? I’m very optimistic with Meta but this is concerning me for MSFT
Fuck, why did MSFT pick the fucking FOMC meeting to report? Unless....it's all part of the plan. FOMC is gonna be shit, but the M&Ms know that. They also know MSFT is gonna fucking kill it. So they have them on the same day so that 3 of the MAG 7 will save the market from Debbie downer powell.
META and MSFT will absolutely annihilate earnings. What matters is how META gives their spending outlook and how MSFT addresses their ties to OpenAI
All in MSFT for earning! 🚀🚀🚀🚀
I’m riding MSFT through ER. Did you sell today?
Someone in here had to have bought 0 DTE MSFT calls yesterday.
It’s not a bubble. It’s mostly just something Antis say MSFT GOOGLE, META, AMZN and others have hundreds of millions of dollars they can spend on the AI buildup. It IS pricy, and smaller companies may die. But this is not a bubble.
I don’t trust this MSFT pump. Should have bought puts
Nice to see AMZN, MSFT, META wake up today. Really need those stocks to start moving up.
Whats your honest prediction on MSFT and META earnings?
Somehow I lost money today with Amazon and MSFT a big chunk of port
I said nah to IREN, AMZN, and MSFT and jumped into SMR this morning 😭
No MSFT finally wavering
My port consisting of ASTS PLTR MSFT META is happy today.
MSFT and META had huge sell offs before they turned on their rockets. Your turn AAPL
Why not $600? You still got it MSFT you old codger.
Left 2 MSFT calls as runners, didn’t want to leave $12k on the table today after bag holding and Avery down for weeks
MSFT at $550 after earnings would get me hard af
Bruh $MSFT is printing today
MSFT carried the market first shift. Is NVDA taking over second shift?
#MSFT pumping, META pumping, NFLX pumping. Did the world turn upside down? LMAO🤌
OpenAI will dump like MSFT when it IPOs lmao.
next wed is blockbuster for tech. we have TSLA, META and MSFT on the same day as Fed interest rate decision. IV will be through the roof
MSFT finally gets a decent pullback -- immediately frozen for 5+ minutes to prevent any followthrough This is 100% because of zero-day options, it is extremely easy for MMs to choke off any of these movements because they get cheaper and cheaper the closer to expiration they are while still having the same delta impact on the underlying stocks. This is why intraday movement has gotten worse and worse with every year
The META and MSFT moves are just the latest in MM fuck you rotations, slowly grind it down for months and then pop
MSFT woke up and chose violence, what happened
There is no way their earnings are what they need to be to justify another massive move next week. Their AI spending and ROI on that money is *bad*. Copilot adoption from existing Microsoft customers is *horrendous* and ORCL is all mixed up in the negative aspects of MSFT right now. ORCL puts.
MSFT 470 calls were a 54 bagger
MSFT 465c 0dte was a 100 bagger If I aped at open And I cucked myself with SPX calls
Did MSFT’s market cap just go up by like $150 billion, in the span of a day? Totally justified.
Dear 8lb 6oz baby jesus... pop whoever is manipulating MSFT today... thank you
Fml I sold half my MSFT calls yesterday and another half today when it was up 3% what's even the chance it goes up 4%+ in a single day 0dtes are up 5-7,000% LMAO
I went in on ORCL puts for MSFT earnings. I think MSFT misses or underwhelms because of its CoPilot blunders and inability to sell it to existing customers and the amount of capital they have diverted to it at the expense of other areas of their business.
The market is MSFT today... So wild they get their price reduced and here we are...
MSFT up almost 5 fucking percent..
I think MSFT is setup nicely for earnings next week.
Astrology charts looks pretty horrible in MSFT, if it sustains today’s pump it is still has a long way to recover key technicals. Now, you’d like extra catsup with this order Sir? Lol
MSFT and/or AMD will close in the red. Mark my words.
NFLX, INTC both shit earnings. Next week is the same, META probably ok, MSFT will tank, AAPL flat or slightly up, and then GOOGL and AMZN will get slaughtered the week after. I'm bullish as fuck on ARM
MSFT up a casual $130 billion today
I know the MMs routinely scam the options but how the fuck is there no actual intraday pullback on MSFT. There was about 5 minutes of a $3 pullback and it gets yanked straight up and then shufflefucked to death.
Another 4% gain on MSFT and I’ll breakeven.
SPY is wasting Q green NVDA day with a bonus of 4% MSFT
AMZN, MSFT, META need to drop a bit and SPY is gone.
Basically the market rotated out of INTC and gave 15% of that market cap to MSFT today. Otherwise flat
Thanks for helping me start a position! Got 7 shares at 440 in the end and MSFT is bouncing already 😀
Who else is holding MSFT calls through er?
??? lmao MSFT insane blowoff, hits resistance and should have a clean pullback to 464 or even 462. Gets frozen and yanked literally straight up in 1/3 the time
This is the first positive MSFT comment ive seen in months
Shout out MSFT for saving my portfolio.
Tesla is complete wildcard cause they will report shit earnings but probably moon regardless, and then I think only 1 of MSFT or META might go up. Tldr going to sit this out
Sold 90% of my MSFT calls. Came back $12k today, didn’t want to see them tank again
High-beta $0 revenue companies about to crash hard (50-70%). That's why money's finally shifting to META, MSFT, NFLX
I would say Meta calls, MSFT puts…
I'm in all the right stocks - MSFT MU META NVDA
Lost some with incel yesterday, glad I used the leftovers on MSFT
MSFT goes brrt? Due for a bounce for sure here
MSFT, META, TSLA, AAPL earnings all next week.
Ok I kinda need GOOGL to wake up. Also what’s up with MSFT today? Anyone caught the memo?
I’m riding MSFT to after earnings. Lambo or bridges.
Wednesday could be crazy, MSFT, META, TSLA and ASML, 4 of the top 20 market caps atm. Add the FOMC decision on top. Inb4 flat market that day.
Oh my god my MSFT 485 calls have a chance. A snowball's chance in hell, but still a chance god damnit 🚬😎
MSFT chart it's actually insane
Never bought puts before but I got an itch that META MSFT are gonna be in free fall after earnings. I feel like Anakin..