Reddit Posts
MSFT hits positive net gamma exposure right now
I’m rotating around 80% of my MSFT position into META. Here’s my reasoning.
Ban bet Nintendo stock to $16 by EOY and if it hits $16 I’ll donate some switch 2s to children Hospitals
Where would you put surprise inheritance money
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
four green days, one red, and the red one is the only one i learned anything from
FOLLOW UP POST - Full Port Microsoft - Undervalued !!! 🚀📈
[LIVE Webinar, Sunday, August 2 at 11:00 AM ET] Top Stocks for August 2026 Based On Artificial Intelligence: AI's Highest Conviction Stock Picks | LIVE Forecast for NOW, MSFT, PLTR
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
There’s no way these ppl at simpler trading make money
Crazy week, what should I do with my remaining calls?
You can guess where I bought GOOGL then MSFT
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Loss porn with a profitable day to cap off the month
Gambled my girlfriends account on MSFT and paid off
New to options, so far doing okay, but I feel the big red coming one day
Me after selling my 6 mo MSFT bags for $170 profit and texting my mom that I made a killing of Microsoft stock
Revenge traded a NFLX loss into a $700,000 MSFT profit 💰
I see you out here freezin' like a bum, eatin' out the dump. MSFT the illest out the bunch. The butterfly was a caterpillar once.
I wish I never invested into LUNR and NASA. been waiting for a few weeks to sell, but ofcouse dip keeps dipping....
How to properly evaluate MSFT's capex (including neocloud contracts)?
US Stocks are Reddish..What’s Your Go-To Short-Term Pick
I have been saying for the last 4 months to buy Microsoft. Check my post history
Why is Microsoft (MSFT) up ~8% premarket after earnings?
Why is Microsoft (MSFT) up ~8% premarket after earnings?
MSFT AND META BOTH SET BILLIONS ON FIRE FOR AI. ONLY ONE GOT APPLAUSE 🚀📉
My Thoughts on $MSFT and $META Earnings and the Maturing AI Trade
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
Meta was Down 10% and MSFT up 8% After hours
🚀 Microsoft (MSFT): A Transformative Deep Dive Into the AI Landscape That Every Investor Needs to Read
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
moomoo earnings plays, how I'm using unusual activity this season
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
moomoo earnings plays, how I'm using unusual activity this season
Fellow MSFT holders, are we holding long-term or selling anytime soon?
Is anyone able to explain this drop the past few days? Are stocks like MSFT, GOOGL, and AAPL what we should be buying now?
My wife and kids said they wanted to ride rollercoasters. I said we have that at home on my phone!
Built a free all-in-one tracker for institutional and congressional options flow
AI capex is massive but where's the free cash flow? This earnings week is the real test
I built a stock screener and ran the Buffett 5 pillars ratios through every company in the UK, US and Europe and only 19 passed out of 850.
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
Question: Why Do Individual Stocks Move in Tandem w/ Others?
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
Built the Free All-in-One Smart-Money Tracker
I gonna sell these stocks and they will fly, based on recent data.
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
Mentions
I sold all of my MSFT
did you know, if you invested in MSFT 1 year ago you’d have 5.5% less money 😎
If TakeTwo (TTWO) earnings report that GTA is delayed... MSFT pulls back. If they announce that it's shipping on time... MSFT might get a little love. Maybe sell off 7 and hold 3 a bit longer. Either way, fuck you and congrats!
Has MSFT peaked? Or not even begun to peak?
Reminder that MSFT is only up 3% YTD, and if you change it to 1Y it's down 5%.
Bloomberg has been openly working for the bears for sometime with this. These articles are designed to make you read a headline and not critically think. MSFT made 330 bn in revenue the last 12 months. What you’re talking about is less than 10% of that.
Let’s make sure we define “AI stocks” \- memory names seem to have topped, atleast short term.im guessing that’s what you’re talking about. They dropped 30-50% and the markets are still at ATHs. \- Nvidia, Amazon, Google, etc all at or within striking distance of ATHs. These are the ones everyone actually worries about (specifically nvda). \- software is actually starting to rebound, from tenured names like NOW and CRM to “bubble narrative” names like palantir. Honestly, we’ve seen huge draw downs in software, hardware, and mag 7 (MSFT, meta, nflx) this year. And the overall market continues to hold strong
Until this week, MSFT has been rather down this past year. 553 to 349, oof.
Lol? Those companies go up means MSFT/AMZN/GOOGL go up which means they give NVDA more $$$ which means NVDA calls
MSFT gap up tomorrow?
How much more does MSFT have to run?
„Microsoft, Google, Amazon and Nvidia all benefit heavily from the current AI capex cycle“ What?! Didn’t know MSFT is selling chips or memory😂
Eh it’s not much. Like $600 or so. Literally one stock and FSR. My position in exxonmobil is much higher and QQQM. I’m actually mostly trying to divest from the stocks that don’t pay out a reasonable dividend compared to their value (MSFT dividend yield was ~0.75%, exxonmobil is 3.5% or so last I checked)
Been bag holding MSFT since like an ape I bought the top last time and it finally went green. Contemplating just selling it and put the funds into exxonmobil and QQQM/VOO. Idk yet. Need a regarded take to convince me otherwise.
Your reasoning on the AI monetization loop is pretty sound but I'd be sweating putting that much into one stock right after a big run up. Meta's at like all time highs no? I do agree the MSFT circular money thing is a bit sketchy when you look at it closely. What about diversification though, you going all in or keeping some powder dry
MSFT is 36% of my port at 386. Trim or nah?
That’s also one of the reasons I like META. They are still highly profitable despite not having much cloud: all their profits are not depending on this conventional cloud business. I am worried about the fact that a lot of companies with this cloud business (e.g. MSFT) hugely rely on unprofitable AI companies like Anthropic / OpenAI.
Not sure if I’m taking META over MSFT in any market but I agree it’s undervalued. I think the return is there long term but the logic doesn’t make sense to liquidate 80% of the position into META. I think 30% would’ve been a better play.
Again, despite pissing away money on the metaverse, they still end up have better PE and forward with MSFT. A simple way to think: they’d be at 800 if the metaverse stuff went well, they should be at 700 after pissing that money away, but they are at 590 now. MSFT is a good business, but it’s already priced fairly now with a moderate PE. The reason I bought them in the first place was because they were getting too cheap (not anymore).
I’m dumping my MSFT shares tomorrow. I’m up 30% in 3 weeks. I’m out. This market is too psycho for me.
Where is the profit coming from? If they are selling model usage to other AI companies then that profit is likely just debt that the buyer (MSFT, GOOGL, etc) took on and justified with company valuation based on rising stock price. If stocks stop rising or start falling that becomes a problem real fast, no?
Port got nuked when I got into MSFT calls last November. I ain't falling for it this time. Puts it is (Watch MSFT go to 700 within a month)
Meta sucks. Stick with MSFT
This dump on GOOGL is braindead. Also MSFT can’t go above 500
LOL a week ago 🥷s was clownin on MSFT
HTZ announcing MSFT merger tomorrow
You’re living in a delusional world. Their growth is +28% year on year. Better than MSFT and better than GOOGL.
Everybody was clowning on MSFT all year for "falling behind" on the AI race and now its the only company pumping the brakes into funneling cash into the AI furnace and suddenly everybody likes the company now
Thanks for the DD OP, buying more MSFT shares and calls now.
When OpenAI announces insolvency MSFT going to go down at least 50% in a day
Not going balls deep on MSFT Calls when it went sub $400 **a week ago** will go down as my 2nd worst bitch ass move ever. "Smoll PP" - that should be my flair.
MSFT has over a 40% net margin on their entire business. They are not some speculative play relying on OpenAI to keep the lights on. Rotating out of a cash machine because of some circular funding theory is wild. Giving up stable earnings for a short-term story.
> I'd sell both my kidneys before I'd sell MSFT top signal
Feels good holding MSFT, I'm not sure I'll even sell them anywhere next years. None can truly compete with them. People keep saying shit like "yes there is, look at AWS, Google, Linux, and so on". Brother, those only cover a part of what MSFT does. Yes, if you're a small/med corp with limited IT-infra you can relatively easily switch to something else, but if you're a big ass corp or a goverment institution you can completely forget it. Why do you think China still heavily uses MSFT even though they've been trying to get away from them for decades already? Not to mention MSFT is developing and releasing new Azure-based AI SaaS products at a crazy pace. And do you know why this is going to generate a shit ton of money for them? Because unlike their initial AI products like Copilot, which were based on a fixed subscription rate/month, pretty much all their new Azure based AI SaaS product costs are based on Azure usage/credits. Meaning you're going to pay per prompt/action. And what has been their biggest stream of income before AI? Azure. Even if customers will be like "Nah thanks, we'll just stick to the monthly licenses. We're fine with the limitations." - Those boys will end up paying double as well. Microsoft released the 100$ E7 license a few months ago, whereas most of the world currently still uses the 50$ E5 license. And even though companies and goverments have always been like "Nah thanks, we're sticking to the current E\*number\* license": they WILL buy E7 eventually. Why? Because MSFT always only adds the newest, biggest features (improved security, improved producity, new tech, whatever else) to their newest license (in this case E7). They did the same in 2015 with E5, after E3. None was planning to buy it; everyone eventually had to. I'd sell both my kidneys before I'd sell MSFT
I remember selling options on MSFT at 440 thinking it was a steal after it dropped off from 550 on overwrought news, only to watch it melt down to 349. No way am I making that mistake again at 500
What in the actual fuck is going on with MSFT?
Same, thank you MSFT
**BanBet Won** — /u/NicestUsername (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $463.66 → $500.00 | +7.8% | 3d 21h | Won |
MSFT just broke the $500 barrier. RIP MEMORY 2025-2026
MSFT finally 500+ again. Feelsgoodman
MSFT was always the play...just took some time.
MSFT $500! Next stop $600.
MSFT is such a tease with that $500 mark
**BanBet Created** ▼ | **Record:** 1W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $488.86 (below) | $498.83 | -2.0% | 23h 60m |
Honestly what I should of done, was nothing at all. I sold MSFT for decent gains on the way up, then bought more GOOGL only for that shit to tank immediately. If I didn't do this, I would be up way more and no stake in this dumpster fire of a stock.
Will MSFT gap up 500 if it doesn’t intraday
The MSFT strength is unbelievable. Calls can’t lose right now
If MSFT closes over 500 I’ll cum all over my hand
MSFT about to make a touch at 500, all the non-believers show yourself 😤
my entire port is red so i buy MSFT puts and i lose my ass on that too! FU
MSFT 3.7 trillion market cap , trading like a fuckin penny stock. Sick
Ok, lets say Microsoft has to buy out OpenAI after or even before their IPO, they cancel their dividends or do something else to let the stock crash. Would that be a good opportunity to buy MSFT at a discount? Even with ChatGPT being not profitable, the AI datacenters could still be leased to Anthropic and others. And that is not even part of their core business model as a hyperscaler and business software provider. So what would be a fair valuation considering the worst case in terms of their AI adventure?
MSFT at Apple, Alphabet, and Amazon normalized P/E would be $600-700/share, so +25-40% upside
You might be right on this one, but I bet you didnt predict the 7% SPY rebound and ATH in 2 days, or MSFT saving the market 😂 The market is unpredictable, thats why this game exist
Power hour for MSFT and META would be nice 🤑
People in r/MSFT were selling MSFT at $390 to buy SNDK at $2400 lmao 🤌🏻
what is the time frame for this plan? obviously, if MSFT/OpenAI fail, they will drag all tech down
MSFT 500p again...?
I should’ve swapped to MSFT
i sold out of MSFT, dump so i can buy back in plz
MSFT gunning for 500 and all I see are HTZ comments
i'm gonna need GOOGL and MSFT to dip again, i ain't done buying.
selled all my MSFT at 497,1
NVDA 220 and MSFT 500 challenge impossible.
There’s no comparison between MSFT and META when it comes to monetizing AI. MSFT has a massive corporate user base and AI integration with the tools already has a use and added revenue stream. META is still trying to find one as none of their products lend well to it. Add to that a maniacal leader jumping to every new idea. META is toast.
MSFT needs to drop it like it's hot
Agree with this. I think MSFT has significant AI enterprise product/ workflow advantage: AI connectivity to Office365 and PowerBI Since my organization uses Google office suite, all of the people in the office have already felt the benefit of the connectivity between Gemini, google workspace and LLM. This fact increases my confidence level on google's AI monetization. Would love to hear any review on the AI x MSFT office / powerBI
#I remember when you guys were shitting on MSFT saying that it's going bankrupt LMAO🤌
lol. I'm riding MSFT to 700+
I need MSFT back up to like 498/499 so i can sell the high
Everyone thank MSFT for holding this shit together
1. You didn't make $120,000 on MSFT. 2. The rest of your word vomit is void because you lied (see 1).
Can someone explain to me why MSFT is not dragged by OpenAI like Oracle is? MSFT has a ton of exposure to OpenAI, so does Oracle. Yes, MSFT's underlying business is much healthier than ORCL's. But ORCL is down 44% YoY, MSFT 6%.
Not as much meat on the bone for MSFT
This is the same move I made. Rotated from MSFT to GOOG after the recent pop in MSFT. I don't use any META products, so I won't invest in META, simple as.
Need MSFT to go back towards $450
V on MSFT bro.... if you look at the 1min chart
thanks MSFT and NVDA
LOL while they were calling it Microslop MSFT was focused on investing in the future and printing cash.
Made that money back on NVDA and MSFT and PLTR puts
MSFT really enjoys sticking it my ass
For me, him burning that money and somehow the stock still ending up having the best PE and book value, just shows how strong their product is. If GOOG/MSFT/etc… made similar mistakes, they could be punished long term much worse.
Fuck you MSFT! My puts are getting torched!!
why no one buy my MSFT for $497
MSFT calls or puts?
GOOGL replaced MSFT for gayest bag 7
You’re nuts. Meta doesn’t have a single enterprise customer. MSFT has ALL of them. Guess who spends money, day in and day out, 365?
Also, Facebook just sucks. Insta still ok, can’t see any real growth for WA. I just don’t see meta as much more than a has been. My bet is out of MSFT and into GOOG.