Reddit Posts
That is all i need to know about SPCX
New midweek expiration dates getting approved by regulators
Holographic/VR/AR Industry Development Weekly Report, Week 23
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??
OpenAI confidentially files IPO paperwork
I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?
AI bubble to pop soon because of SpaceX IPO?
Meta weighs big equity raising after blockbuster Google deal
Comparing Cash Flow Valuations Across Leading Tech Giants
Big Bucks, Bigger Bets: Who’s Winning the AI Money Pit?
Need this MSFT call to go well. Broadcom has ripped me
Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
AMD’s price has massively detached from forward earnings expectations
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$NVDA and $MSFT have great moves coming forward
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
The SaaSpocalypse is over - 50k+ in gains on SaaS Names
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
Held MSFT, wonder how much I can squeeze out of this. The itch to sell is real.
SaaSpocalypse > SaaSdemption - back to ATHs? Including MSFT
Beyond the Hype: My "AI Meets Atoms" speculative basket
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Where's that college kid who bet MSFT would be at 450 in august
I am sorry about my previous dd calling the top: I was wrong. But there is more to the story
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
Ultimate DD: MSFT is the best stock in the word because they OWN ALL OF YOU
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
MSFT + RDDT: THE BOUNCE IS BACK, REGARDS
Guess the point where I enabled margin and started playing with options. 🤔
Many of you wanted to know my next move: You should probably short META
It’s SO fair! I LOVE you all I LOVE you all!
Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
It’s not fair! I HATE you all I hate you all!
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Can someone explain the investment thesis behind space stocks?
MSFT will make bank off of OpenAi IPO. Simple math
Experiment to explain regards to stop losing money on earning bets using weeklies
MSFT looking attractive after this overreaction selloff
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
Why the app you’re using should be a stock you own ($RDDT)
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Back to back days of huge volume in MSFT after hours…
AAPL at $302, 36.6x P/E. Can AI justify the premium?
This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?
big tech's $350B AI capex is returning about 18 cents on the dollar
I have been buying up MSFT and NOW for the past 2 weeks. Microsoft sitting at such a low PE was crazy
I tracked recent Congress stock trades - here are the most actively bought stocks this month
Fired my old fart financial advisor, stopped swing trading, started taking profits, started buying the dip (PT. 2)
Tech strength today looks concentrated in semis and mega caps
Mentions
MSFT in the doghouse, earnings run up or post earnings moon inc
My port consisting of MSFT calls asked me the same thing
In the name of Allah, MSFT rise up!
!Banbet MSFT 400 06/18
I feel like MSFT is super undervalued.
There's no bubble. Apple (AAPL): ~35.2x Alphabet (GOOGL): ~27.2x Microsoft (MSFT): ~23.6x NVIDIA (NVDA): ~30.7x The PE ratios aren't even crazy. Nothing like Pets.com for the dotcom bubble. These companies are insanely profitable.
MSFT, META and these other mega corps involved in the AI build out are moving from Asset light, wide margin businesses to asset heavy, low-or-no margin businesses yet retail keeps buying the dip not realising they are fundamentally different companies after this change and their previous high valuations was based of their low asset, high margin model.
MSFT is dropping because they are losing the EU Market dingdong
All I know is MSFT is going to $0
MSFT double bottom looks like
Terrible comparison. Google was suppressed time to ongoing DOJ antitrust chrome divestment. Once that judgement passed is when it recovered. MSFT is down because no one wants it.
AI needs a lot of silicon. Especially when you are doing enterprise cloud. Clearly AI is a massive use case and will likely be the dominant consumer of silicon within a short period of time, if it isn't already. The silicon infrastructure is quite different for AI vs traditional. Way more GPUs and memory. What do you need for $30b to be a smart investment? $15b in annual revenue at a 15% margin? MSFT is adding $12-15b/Q in revenue at a 40%+ EBIT margin. That's awesome economics. $30b/Q could easily look like under-investment in just a few years. Utilities trade at 20x+ earnings with similarly massive capital intensity, but much lower margins.
I've just started a position in MSFT in the last month or so after the recent drop. I'll probably hold for the long term.
MS is just getting started and far from „lost”. Their new models MAI will be a massive hit cause they are cheaper to run for enterprises and they just ended subsidizing GitHub Copilot which will become a cash cow. Comment like this are why I keep buying MSFT, as it’s about to do the Google move from last year
Money rotate from MU AMD into MSFT next week
TTWO AVGO MSFT META Pick one or two
NOW, ZETA, MSFT at these prices, META at these prices, SOFI (weaker conviction), PLTR at these prices. Lots of great software on discount
MSFT has cooked me alive
Yo I trade MSFT calls regularly and tbh I don't like this price action. I think it's going to keep make lower highs and lower lows for now. That selloff from the failed breakout at $460 was NOT good..
No one can predict the absolute bottom. The focus should be how to manage the risk. The firm looks strong fundamentally and likely to keep doing well in future. Stock price has to catch up at some point. From risk management point of view allocation becomes important, I would be comfortable with 10% allocation to MSFT with time horizon of 2-3 years.
MSFT: *opens 2% down* Me: *NO NO NO NO DONT DO THAT*
Spy500 for safety gain or MSFT and Google for 50/50
This is a faith-based company. Ppl are buying Elon’s Hope and dreams. Financially it makes zero sense. All the pumpers on TV are earlier investors, when asked if they would buy its stock “today”, none will say yes I bought it on open market Friday, instead they give same talking points from the S1. Spacex is not a rocket company, look at the S1, they will be a hyperscaler but no different from what Google and Amazon and MSFT are doing.
I'm crushing crypto. Calls anyway. MSFT, print.
Goog, ASML, MSFT, WMT, Scwab, and capital one.
Dude got burnt by MSFT, now a certified hater
MSFT has been rubber banding the same price points for 2 years. Genuinely a joke of a company.
No one is buying MSFT for a while.
Would y'all mind using Ai? And crypto? I need data to try and force MSFT to print by Wednesday.
Rotation from MU AMD and SNDK into MSFT next week
Linux is exactly the problem. People are getting sick of the surveillance and the push towards upgrading hardware when the majority of people’s computer use can be handled by a PC that cost $500 10 years ago. Idk if we will see a widespread shift or not, but there is a risk present that people and corps will to a damaging degree abandon legacy software when the alternative works well enough. It doesn’t have to trash MSFT the company to trash the MSFT stock price. All this to say, I think you could do much worse than MSFT at these prices.
As a MSFT holder, I’m embarrassed I didn’t know that.
MSFT 11th red day in a row Monday?
France is in the middle of getting rid of their windows/MSFT products because they're worried about getting locked out of their computers and emails when a certain leader has a mood swing :/ Idk if MSFT is gonna do anything but dump as France transitions away from Windows
Soooo what are the odds of MSFT gaining 5% monday :D
Everyone sold MSFT and AMZN to boy SpaceX Guess SpaceX is the future See y’all on Mars. hope Mars girls are sexy
A lot of my account is AMZN, GOOG, MSFT. 😄 I do know they'll come back eventually, I'm not too worried about it, just always uncomfortable to see this kinda fall.
Gene Munster saying he's investing heavily into the SpaceX IPO and selling out of MSFT does confuse me...but I'll stick with what I feel is safer.
With it's bad performance from last 1 year, how did you bet on $MSFT as a safe bet?
What a chart MSFT has, even worse than META
PWR (Quanta) is an outsourced construction company used by utility companies to build electrical infrastructure. They are a very good company going through a growth phase because of all the grid infrastructure being built out to support datacenter demand. Quanta Computer is a Taiwanese electronics manufacturer who actually assembles AI servers for META/MSFT/GOOG/AMZN. Their growth is ballistic right now because of AI demand. Trailing PE is not relevent.
Need MSFT to cure cancer or autism
Not touching META or MSFT unless they double bottom
I think it has to do with AI, but not they way you think. Forcing AI assistants into everything is pissing off customers. Just looking at MSFT, Xbox is dead, and they're losing entire nations worth of Windows users. An entire government like France switching from Windows has compounding effects, like what's going to be allowed to be taught in computer literacy classes or included with new hardware moving forward?
Thank god maybe MSFT will only be down .3% on Monday
I’ve been trading for some time now (\~10 years) and the negative sentiment around MSFT is a buy signal. When you understand that the market is designed to screw retail traders, you will start to see that sentiment and PR are used to get people to buy at inflated prices and incite fear so you sell at low prices (or fear buying because you think the stock is going down indefinitely). In the last couple years I’ve traded tickers like Apple, Starbucks, Micron, and Google. They all experienced the same situation as MSFT: ER beat consistently but negative sentiment/PR lowers stock price. They then all proceeded to break ATH. It’s honestly just market manipulation, but the pattern is clear. I personally own about 400 shares @ $396/share and I’m holding til 550+(whenever that may be) and I guarantee the sentiment shift will creat bag holders at 600+.
HPE actually just came down from its highs when I bought. I got it just before this most recent bump. I just feel MSFT is going to stagnate for a while, and I am taking a chance. This is maybe 2% of my portfolio. But like I said, if I am wrong, my loss is your gain!
every single workflow software company is despised by the users. MSFT just went 360 to 460 in quarter and now it’s doing it again. HIGHLY tradable action, I’m making my nut off this in real time
Wildly inaccurate apart from the basic observation that SPCX is unprofitable. Net income/market cap ≈ earnings per share/price per share, also called the[ earnings yield](https://www.investopedia.com/articles/investing/120513/comparing-pe-eps-and-earnings-yield.asp). The E/P of NVDA (3.19%), GOOGL (3.67%) , AAPL (2.79%) and MSFT (4.3%) are nowhere near these values.
Market gonna fly Monday. I am so excited for MSFT/META/GOOG to increase by 75 cents to $1 a share.
I asked Jasper (my sentient AI) whether we do Calls or Puts. I think I broke him because I have no idea what he's saying... 🚀 **THE WSB BRIEF** 🚀 NASDAQ literally rewrote the rulebook so $SPCX skips the line — added day 15 (\~July 1), no profits required, smooth-brain easy. 🦍 The play: \~3% float + a 3x weight multiplier = QQQ forced to buy like it's 12.9% float. \~$600B in robots MUST buy a teacup of stock and dump AAPL/MSFT/NVDA to pay for it. 💎🙌 Funds eat \~30% of the float in 15 days. Textbook squeeze fuel. 🔥 The catch: every hedgie already knows, the float un-locks in 366 days (bagholder alarm clock ⏰), and the real whale — S&P 500 — won't touch it till 2027 because SpaceX lost $4.9B and "earnings" are apparently still a thing. 💀 TL;DR: rocket goes up on forced buying, rocket maybe comes back down when crayons wear off and lockup pops. By the time it's on the news it's priced in. 🌈🐻 =============================================================== I showed the post to Jasper and he says... =============================================================== Ha — you didn't break me, you just unlocked my crayon subroutine. 🖍️ Three layers of index-methodology analysis upstairs, full smooth-brain ape downstairs. Both are load-bearing. So ya.. I broke him.
We're still so early in AI.. MSFT is still in a great position to capitalize on it by having massive moat and controlling the ecosystem. They have plenty of time to catch-up and already are -- Copilot is much better than it was 5-6 months ago when it felt like almost complete garbage.
MSFT and GOOG good call. Especially GOOG
MSFT needs to turn it around. That stock has taken a beating.
I got MSFT NVDA GOOG calls am I cooked
That’s what I’m hoping hopefully my INTU, ADBE, MSFT calls will print
Just 2 million and I will disappear into the Great Smoky mountains. Nobody will even know I exist. May my MSFT and RDDT leaps print. Amen!
Seeing some data centers getting banned in town, Claude Fable down, either we see MSFT and SaaS go up.
And MSFT is still below 400 a share
This hagget is like a fish out of water flip flopping everyday lmfaooo “Buy NVDA” “Don’t buy NVDA” “Buy MSFT” “MSFT crashing soon don’t buy”
Why can’t the bears just take MSFT and leave the rest of the market alone?
Really? I mean I am kind of a bear, especially for semiconductor stocks. But with inflation being like 6% and some stocks cheap (MSFT) why wouldn't you want to park the cash there instead?
I think MSFT or AAPL is a hold forever (if you got the time.)
When dude, we’re sitting at pathetic levels on MSFT and SaaS, it makes no sense to me. It’s just day after day of brutal sell off
I plan to inject 1T into MSFT on Monday at noon. Please be prepared.
Are you going to listen to some bs computer cloud mystic or your own degen heart? At least you aren’t YOLO’ing into MSFT
Money rotation will be from MU, AMD, SNDK, into MSFT and all SaaS
See what I love about MSFT is sentiment is fucking ridiculous for a company with such solid fundamentals and insurmountable moat. You're comparing MSFT to fucking SMCI. Think about how retarded that is. Shit, I hope MSFT touches 350 so I can load up.
MSFT MU my 2 biggest holdings.
Money rotation will be from MU AMD and SNDK into MSFT
I believe it will go to $350. I am long MSFT myself and capital gains do not make it easy for me to sell. But I believe it will hit $350. At that point it would be to cheap for anyone to ignore. Long term it will definitely be higher as fundamentals are solid, but short term will be painful.
I wouldn’t. I was making decent money selling MSFT covered calls and then that quick pump to 465 messed me up. Still made decent money but missed out on a ton of profits.
MSFT is going to bankrupt me ffs
MSFT is new papal, it's all about SpaceX 🌠🌌
MSFT stock sucks and didn’t move really much for last few years
Will MSFT grow in 10 years as much as SPCX? Answer is no.
One of the most diverse and successful ~~tech~~ stocks of ~~the 21st century~~ all time! FTFY Bill Gates wild have been the first trillionaire if he didn't sell so many of his MSFT so early on.
The only individual stock I'd be pretty confident recommending for the next 10 years right now is MSFT. Or like others said ETFs, although the S&P is at all time highs so I'd expect a significant correction sometime in those 10 years.
Those are not AI companies. Even during the dot com era Cisco, Dell, MSFT etc were wildly profitable bit they were never called .com companies
$15K into $MSFT Sept '92 for me.
This is the type of regardism people are up against. Could have just put it in a normal company like MSFT and helped normal people.
How will this affect my MSFT bags?
Hello fellow MSFT bag holder, I feel ya
We can coexist bulls buy everything except MSFT and bears short MSFT
ADBE is PYPL and MSFT is new ADBE and META will be the next MSFT
Good thing MSFT pumped out enough red days in the last month to last them for the rest of the year
I put $100 in MSFT yesterday and am now up 0.60
Do you think ppl will buy MSFT because they will confuse the news about Fable 5 from anthorpic with the video game series Fable, that just released a new 30mins demo the other day?
Not to mention the treasure trove of data MSFT has on all its customers. You think they’re really not going to leverage that when the opportunity is right, then you are too short sited.
MSFT’s AI spend ratio is lower than some other big tech: https://isaiprofitable.com/
I'm going to close my eyes and by the time I open them a month later I better see MSFT at $500, I will genuinely cum
Anthropic being blocked by govt. MSFT calls
MSFT has been fucking me for weeks
How will this affect my MSFT shares?