Reddit Posts
GOOGL: Everyone Was Bullish Yesterday, Now Google Is Suddenly Dead?
Oracle is backing off from cash burning. Will more companies follow?
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
Anthropic S1 - solid Growth. Encouraging direction..But ... Extreme Client Concentration and $450 Billion commits: The hidden operational Debt anchor
Anthropic - solid Growth. Encouraging direction...can they be the Google or SpaceX of the market?
Anthropic S1 - solid Growth. Encouraging direction but what about valuation? Inside Anthropic's Pre-IPO Financials
Anthropic S1 - who is ready to Buy the absolute top of the AI hype cycle. Inside Anthropic's Pre-IPO Financials
Dell is up over 200% in a year while almost everyone actually buying the racks has been getting smoked
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Forget the distractions, the AI trade hinges on Metas earnings report this week
We have now entered the next phase of the AI super cycle and here are the likely winners and losers
MSFT options collar: Avoiding constructive sale designation and understanding if strategy is sound.
If you had $100k to put into just one stock, what would you pick?
How do you think about holding concentrated positions after big gains?
The AI capex boom is increasingly a bet on AGI, not current economics
Bearish thesis on Microsoft ($MSFT): My DCF model indicates extreme overvaluation due to AI capital intensity. Tear my assumptions apart.
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
3 ways to invest in OpenAI and Anthropic (pre-IPO)
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
Microsoft - Going Long / Burry is going Short
I Bought MSFT, Betting Against Michael Burry
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Apple-Microsoft Correlation Analysis and Option Strategy
My Earnings IV crush story on MSFT and sharing October data
Apple and Microsoft Correlation Analyses and Option Strategy
AI Rotation from Harness to Model: How To Play It
$NOK & $MSFT are Bringing Agentic AI Into Telecom Network Operations
Why so little discussion on the capability of AI models in investing subreddits? Isn't it the most important question right now?
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
44k from META since selling MSFT a month ago
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Value / Margin of Safety Stocks to Consider?
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
Nebius ($NBIS): The Catalyst Set to Explode Tonight at 18:00 ET
Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?
With most 13Fs released, here are superinvestors' top 10 buys from Q2
Made $375k CAD day trading using margin in 60 days
MSFT has accepted delivery of IREN's 50MW Horizon 1 facility
$IREN delivers first 50MW Childress Horizon 1 facility to $MSFT
First ever closed trade on moomoo, and it's a solid win thanks to Microsoft
I'm deciding to sell NASA (tema) etf for tax loss harvesting, since I made around $300 in profit so far in 6 months. Should I do it or no? Needed thoughts.
Put ~$1.17M into MSFT. 29 days later walked away +$340K. 🫡
Mentions
Tomorrow will be the epic battle between MSFT earnings and GOOG earnings for the heart of the market
Jokes on you, I bought 50% MSFT, 50% Google, so I play both sides and always come out on top.
I will sell GGLL tomorrow for profit, but will hold some GOOGL as long term. I left MSFT when it was $350 range, now it is 550 range. I do not want to miss GOOGL like taht.
Stocks are volatile. My GOOGL holdings are down 18%, MSFT is up 39%. I hold good quality companies, so I’m not worried about price fluctuations.
Hahahaha. I was about to buy calls and then I inversed myself and bought MSFT instead
MSFT still making bank and came in under capex but that stock seems to regularly get shit on.
MSFT not getting as fucked by AI
It’s getting too much now and everyone knows the stupid cloud growth from MSFT and Google is just Anthropic and openAI. I think Anthropic IPOs and we see this unravel. The AI labs aren’t making any money for justify the spend
That sweet sweet MSFT at 360$ was a nice dip
Bill gates was a pedophile and frequently visited Epstein island with Clinton. That affected the $MSFT during the downturn.
Thinking buying MSFT calls now :hmmm: :hmmm: :hmmm:
MSFT $600 Tomorrow? Should I sell my MSFT calls at open or hold them
MSFT - short, medium, long term GOOG - medium and long term
I am bullish on all, recently added DRAM, and long time holder of AMZN, MSFT and NVDA. If you were to give me the choice, you can be all in on DRAM or, all in on AMZN/MSFT/NVDA at equal weight, and cannot sell for 5 years, I'm without hesitation going with the latter. Ther latter group's success is driven by IP and products and services that you could potentially replace, but at lesser quality. The former group is selling commodity products and just taking advantage of bidding war markup to create their margin. One of these models has already created decade or decades of dominance. Other is riding a roller coaster of supply and demand dynamics. Now I'm invested in DRAM because the party isn't stopping for the next 2-3 years and potentially even more. But the underlying strength (or lack of) of the company is the reason why you see different valuation scale across the 2 groups. I plug RAM or storage into industry standard socket/connector and it works, doesn't matter which brand and it's equivalent performance. I swap NVDA AI GPU for AMD AI GPU, and well I lost 2 decades of CUDA advancements, and the very framework on which AI was developed past decade.
I don't know what it is you're asking that isn't addressed in this line > So MSFT and GOOG spending less than expected -> sign of deceleration even if the capex is going up.
What was sucky about Microsoft earnings? They exceeded expectations on top line, bottom line, and Azure growth, and came in nearly $1b less on capex expectations. In addition, unlike Alphabet, they were cash flow positive and reiterated on the call that they will remain so through FY27 ( which for MSFT ends 6/30). These all sound pretty good to me--got the cash, got the growth, and margins are they the roof on revenue acceleration, all while they're keeping expenses in line. What am I missing?
MSFT with the 3.5 inch pp but at least it’s hard
Looks like MSFT and apple going to hold SPY
as a true regard, I sold MSFT in the first half of 2026 and bought GOOGL in the second half of 2026
Really tough after the price action today to recommend any AI stocks. Sentiment completely flipped negative on the low capex numbers out of GOOG and MSFT. It's tempting to think "this is super undervalued, Buffett would love it here" as if you've found a gold coin on the beach. Careful.
so let me get this straight Google has "invested billions into AI" in the sense that they're just creating hardware for other companies to buy, to use AI? NVidia has "invested billions into AI" by also just making hardware? MSFT has "invested billions into AI" by... building hardware? Am I a retard? Is someone fucking with my medicine? How does AI turn a profit for anyone, ever?
Resist MSFT, resist, dont do it
hats off to whoever shorted MSFT at $362
$MSFT gonna tank back to 400ish range like last earnings...
Please tell me MSFT will have a huge sell off tomorrow. Why didn’t I choose Goog for puts 😭😭😭
I'm so glad I hedged for this dump with MSFT puts guys
First derivative tells you the rate of change. That is, the growth rate. Is capex growing? Yes. Second derivative tells you the rate of change *of* the rate of change. Or the acceleration. Is growth rate accelerating or decelerating? So MSFT and GOOG spending less than expected -> sign of deceleration even if the capex is going up. It's like if you had a company and your revenue 10x'd in year1, 10x'd in year 2, and so you were planning and preparing for a 10x in year3. But then you actually 5x. Oops! Second derivative. Your revenue is still increasing but it is now increasing at a decreasing rate.
You’d prefer a -2% return over prior year versus a positive 17% return ? I mean even if GOOG drops 9% tomorrow it’s beating MSFT in 1,2, 5 year returns. At 10 years Microsoft is beating GOOG. Not exactly a bad choice either way but short term MSFT is not the better looker
No. I inversed myself and bought MSFT calls.
GOOG PE looks low due to mark to market gains on investments. When you exclude and normalize the PE it’s same as MSFT.
Triple combo of MSFT slowing down cap-ex, googl missing and samsung missing lol. Super-fucked.
And then GOOG announced earnings. Sadly, the great news from MSFT doesn't appear to have undone the damage from GOOG earnings. Red day tomorrow!
Anyone actually surprised Google tanked and MSFT mooned!?
Great numbers and crucially they also guided that they expect cash flow to also remain positive in 2027!! Exactly what the street was looking for and the opposite of what happend with Google. This basically guarantees that we will see further ATHs for Microsoft in the near future while Google will likely consolidate for a while. Still bullish for both but happy to own more MSFT as of now.
Fuck my goddamn life. Of course I go balls deep in google and that shit drops. How the fuck does a MAG7 multi-trillion dollar company drop 10% in the span of an hour? Moving like a goddamn meme stock because I bought into it. And of course I get fucked every earnings season. GOOGL fucked me today. AAPL fucked me last earnings. MSFT fucked me the earnings before that. Literally I'm 0/3, whatever I touch fucking dies dude.
You could have just gotten MSFT instead bro( jk jk I got super lucky after a really shitty day man)
I'm buying NBIS options because of MSFT. NBIS is a cloud provider for Microsoft and they just delivered a compute tranche to MSFT. Also they seem to move up after earnings. https://preview.redd.it/3bnei4aupayh1.png?width=1080&format=png&auto=webp&s=d709016a52cac00a858394f4ced454a099899b3a
His break even for selling puts. But what if the buyer sells before it can recover? Then he loses everything. Stock holders just have to sit and wait. Thank god I stayed out of this one all together lol. MSFT and GOOG have been fuckinh me a lot lately. I finally made some good money off both earlier this year than said fuck you to both.
MSFT is replacing their employees with AI, improving their margins. I also don't have any personal opinion about the performance of GOOGL in the next few years. I'm talking about the immediate future in the next year or so. I'm not investing, I'm trading.
MSFT is still in dumpster fire, their game division is pretty much clean
Simmer down clown… Their ad revenue was off this quarter. Not cuz their business model is broken but they haven’t figured out how to monetize their AI search tools yet. However searches overall are up for a 5 year high and Google Cloud smashed expectations, 103% year-over-year to $30.71 billion, beating estimates. I’d be more concerned with MSFT laying off 27% of their workforce and the knowledge drain / gap that’s gonna happen when they realize AI models aren’t the end all be all just yet. But hey short term gains for ling term pain is the road map MSFT decided to take.
MSFT :pray: :pray: please don’t fade bro its my grocery money
No joke, DUOL will outperform both GOOG and MSFT next 3 years
MSFT dying down from 5% LMAO bols
Remember META was up like +7% AH after earning then the next day it dumps hard? Lol MSFT is next
Good report. Glad I bought more shares in June when everyone was on the GOOG band wagon and dunking on MSFT at $360. The people on this sub and WSB don’t understand the concept of buy low sell high.
indiscriminate low-vol algo dump. both $MSFT results were pretty bullish for neoclouds and $GOOG has no relationship with $NBIS
1. Everyone on investing subreddits are pro MSFT. If you look at all those dumbass "what stock should I buy threads" MSFT is almost always one of the top answers. 2. A cherry picked bottom aside, MSFT stock has been between mediocre/bad for a while now.
MSFT guidance seemed a little ambitious
Still hope for MSFT to grow more?
MSFT as likely to hold this pump as Sarah is to call me back
Excuse why is MSFT falling, is really GOOG dragging the market 🥀?
Can someone TLDR the MSFT earnings for me please
MSFT numbers were stellar
Still feeling good about those MSFT calls?
Hahaha I told you guys they would kill off the green dildo during the earnings call for MSFT. Dogshit piece of shit company, my puts are going to print :)
I got a 2 bagger going on my MSFT leaps with like 2 yrs to go. Thinking about getting out I don't think it has a leg up in it.
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B
theyre laying off all the time, the question is will they match MSFT magnitude layoffs
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B What part of this shows an increase in CAPEX? Please enlighten me
MSFT gotta be lying who tf even uses Azure
MSFT growing more or nah
MSFT still has a chance to break 555 or nah
Google and MSFT spent less then estimated on CAPEX, they are slowing down
Yeah I mean it's Google. They were saying this same stuff about MSFT for half this year
There’s been a pattern with the top tech companies. Everyone was doing well and GOOG was doing bad, eventually it came back. Same with AMZN. Then, MSFT was doing bad and everything else was up. Prob not the best DD but noticing this pattern made me some nice money!
Why MU/SNDK down 2%. MSFT is up 4.5%
Google and MSFT didn’t increase capex dude did you fucking read any of the reports? Go and fucking read it and come back wtf are you even yapping about your just making shit up
Google is down because it missed earnings and MSFT is up because it didn’t. This has nothing to do with CAPEX, are you redsrded
Low key hilarious that GOOGL/MSFT are getting cunted for both spending too much on AI CapEx but also for missing AI CapEx spend projections
Lmao I was laughing too and then I logged in to my account and saw all those Service Now shares. At least I got some MSFT, KLAC and TMUS and those appear to have had decent earnings. I luckily sold all my Google shares yesterday so I dodged that bullet at least.
My MSFT puts are toast lol.
MSFT see Azure Q2 grow 49% . God dam
on the MSFT call, they said AAPL is ghey
$MSFT back in the big dog yard.
MSFT saving the world again 🐂🐂
MSFT 4T marketcap imminent
MSFT is just fucking apex predator energy honestly
I got 2/3 earnings bets correct today. Got burned with NOW but got GOOG and MSFT right. So not complaining as long as I am winning more than half of my trades, the rest I just cut the losses.
refreshed app 10 times already and my hands are shaking typing this on my cracked phone screen. why did sundar do this to me. i was up 4k yesterday and now im staring at red pixels thinking about my vape juice budget getting cut. ai hype train derailed into a ditch and i am stuck in the wreckage holding heavy bags of MSFT and GOOG mixed together like a smoothie from hell. maybe sell half? no wait hold until monday. actually sell everything and touch grass. lmao who am i kidding i will buy more puts tomorrow morning before work starts. this portfolio is a crime scene and i am the victim and the suspect simultaneously. check price again. still bleeding. god damn it.
No they didn’t have shit. Why is MSFT up then?
MSFT is the only hyperscaler left standing because of the low-low bar they've set of not going FCF negative by instead firing half their workforce.
GOOG and MSFT perfectly balanced
Why you regards buy GOOG when MSFT has had 10 straight amazing quarters
they didn't cut capex, Google's miss is related to TPU delay, full year still intact and expect capex to rise significantly in 2027. MSFT is related to lease accounting change. All hyperscalers are increasing capex in 2027 even ORCL.
MSFT did 58B in operating cash flow. That's fucking insane
So what were googl and MSFT CAPEX guides?
MSFT has shown it can monetize AI with their 365/CoPilot revenue. The worries that GPT ads and Muse/Dot agentic is cutting into Goog ad revenue is rearing it's ugly head again.