Reddit Posts
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
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Pigeons are pooping right $NOW and $MSFT won’t allow red days or red meat
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Holographic/VR/AR Industry Development Weekly Report, Week 20
Everyone thinks $GOOGL is over valued. Does it mean it’s still under valued?
OpenAI IPO at ~$1T: Microsoft turned $13B into $228B. Now the real question is whether they hold, trim, or quietly watch their moat erode.
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Cerebras's $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.
My regardedness has earned me my first WSB post
Mentions
MSFT — Options Activity Analysis Price $416.67, down 2.66% today, sitting \~22% below 52-week high. What retail gets wrong about options flow: • Big put volume 7 crash prediction. A fund buying 50,000 puts at $400 is probably hedging a $5B equity position, not calling a crash • You can't tell if large blocks are opening or closing trades • Market makers generate massive volume daily with zero directional conviction What actually matters: • Persistent open interest at the same strike = institutional anchoring • Volatility term structure spikes in longer-dated options = genuine uncertainty • Put/call ratio alone is a weak signal MSFT specific: Trading 22% below yearly highs with Azure AI growth intact. Options fear looks more like macro hedging than conviction bearishness. Bottom line: Don't trade MSFT based on options flow alone. Watch earnings and Azure growth numbers instead.
MSFT is a fucking pos. Don't go near it.
MSFT that fucking pos.
I am interested in more details of your plan if you don’t bother to share. Personally I will “cut” more on volatile stocks rather than The ones I have more faith in. For example, even at these valuations, I rather cut more (percentage-wise) on META and MSFT than I would on Apple or GOOGL (although google has been a bit volatile itself the last few months, but mostly due to growth).
More chance of MSFT going up 30% in the next month. Not gonna happen.
I might swap MSFT or AAPL for AMZN.
Not too worried about MSFT. There are lots of overvalued stocks right now, MSFT is not one of them.
But would you say companies like CRM,META, or even MSFT have been running hot? They are all still red YTD, why are they also being sold off?
Why MSFT, META and NFLX dog shit?
My MSFT calls need some saving
From that list? I have only NVDA (very small position), MRVL, IREN and AVGO. My port right now is a bit skewed towards rebound plays from Friday which I normally won't buy. I have AAOX, MVLL, AVGX, IRE, KORU, MULL, NVDA, DRAM and MSFT. But before Friday, I didn't have half of those. Planning to sell most of them post a small rebound
MSFT? It's been down since before Billy Bob caught an STD.
Should have sold MSFT at 460 or think it eventually hits 500 by 2027?
The [dot.com](http://dot.com) was a different bubble because many of those companies weren't profitable or established. All the chip companies have been around at least 10-20 years, and have been profitable. Same for hyperscalers (Google, MSFT, AMZN). Even data centers. That doesn't mean we don't need a healthy correction - maybe that started yesterday. Some of the run-ups in the last 2 months are scary, and need some more days like yesterday (Friday, June 5th) to smooth things out.
If you bought Nasdaq index on April 3rd 2001 it was $1800 and by 2007ot was over $2000. Incidentally, if you bought AMZN around the same time - it was all gains from there. Also investing into companies like MSFT after 2002 were just fine. You mention S&P but there were plenty of other opportunities not mention DCA helps with recovry as well. While sever drops or crashes are scary at the moment for many, it is an opportunity for others.
I didn't understand it well. You mean to say, around end-June (15 days after June 12th), the nasdaq heavyweights like NVDA, AAPL, MSFT etc. will drop? Because the nasdaq linked ETFs need to "make room" for SpaceX. If that happens, naturally most people would jump in on buying calls/stock of these companies. But again, this may not necessarily happen - because weight of SpaceX in the index might just be 2%. What may work better is - covered call on QQQ? Because I doubt if QQQ would run up higher strongly no matter whatever happens with SpaceX.
MSFT will pump back up right before next earnings for sure, just need it to go back to 480 and I’m out for real..
Doubled down on MSFT calls before close on Friday. Lmao am I fuk
I've just looked at how sperm donating works and holy shit what a world. They literally use a dating app-like system to match the donors with the receivers, and you can set preferences for nationalities, hobbies, looks, religion and so on, even more filters than dating apps have. Then I checked for what it takes to become a sperm donor, and apparently less than 10% of the donors will get through the screening. Also, you're asked to visit weekly for 1-2 years and you're asked to never jerk off in between the weekly visits because it could affect the volume and quality. Anyway, 70% of my port is holding onto $MSFT for dear life and I'm expecting next week to be pretty volatile because of the SpaceX ipo. The other 30% on META and GOOG for a stable non-AI dependant tech tilt. Dumped $AVGO right after earnings because they're clearly a lost case, their forecast is way below the AI industry's average at the moment. This was a cashflow update. Thank you for your attention to this matter.
I understand, I owned it too. I just saw the market didn’t care and kept going up but leaving MSFT behind. It’s frustrating and hard to watch everything and everyone make money and you’re stuck with something doing nothing in a raging bull market. I’m thinking the market is anticipating lower revenue due to AI replacing seats.
I mean, I believe MSFT is one of if not the most undervalued Mag7 stock right now. I didnt buy it because Reddit said it was good. I hate the stock because this is what it does. It will go up 3%+ in a single day, then give it all back and then some the next day or within a few days. It's just frustrating to watch daily.
Yeah, Reddit really bought into the MSFT turn around story. When you have tickers getting spammed at you every day, it’s hard to not buy whatever is being presented. I actually bought it too and sold it after it kept going down when the Nasdaq would go up 2%. I knew the market didn’t care for the stock. I bought DRAM (which I already sold) instead and made out handsomely.
Not sure, but since April 30th I've been entirely back in MSFT and went from up 12.5% to only up 4% in the last 3-4 days. I hate this stock. From +$45k to +$12k. I knew I should have sold and bought the dip at +$45k.
Should I sell my MSFT I bought 2-3 weeks ago and load the boat with RDDT?
I have 7. PLTR. MRVL SNOW RBRK AVGO MSFT and FIGR. Go figure.
MSFT, ICE, CPRT cause I’m not into gambling
I purchase the bread that's cheaper by 10 cents but I don't sweat being down 10k on my Jan 27 MSFT calls
How could you lose money on MSFT for 5 years when it's been up over >65% the last 5 years? Even at today's lower price it's >85% from the 2022 lows. Sounds like a you problem.
I have a heavy MSFt position as well, and averaged down during conflict with Iran. If you don’t have short term necessity to use this fund, just delete your trading app and check back at end of 2027 to see where it took you. Staring at it everyday doesn’t make things easier. Don’t forget, MSFT stocks consistently outperformed the market for the past N years. Being doubted in the short run happens to every company but doesn’t matter over the longer run because the profit generation capabilities speak for itself over time.
MSFT baggies haven't even since the thick of it yet.
MSFT just sucks. NVDA is revolutionary.
You chose MSFT as your safe stock? You truly belong here.
MS paint? Bullish for MSFT
MSFT first ceasefire calls and NXPI ER calls
MSFT just keeps printing money, dude. Hard to argue against buying when the valuation gets that reasonable.
I've been making money everywhere except MSFT. Its so dogshit. But I still hold positions in it.
To be fair that guy made that comment 2 weeks ago, plus he never did buy and was just yapping about his MSFT position every time he posted
If MSFT is 100% of your holdings, you have some serious self-love problems
Unless looking at stocks that have already been down. MSFT, META
Why the fuck is this clanker replying and not Copilot puts on MSFT it's all over
TBF it would take a planet killer asteroid to take MSFT to 0. The fucking post nuclear cockroaches have a licensing deal for Windows updates...
I felt it in my gut to buy MSFT puts on Monday but I chickened out SMH
People start calling MSFT microslop and Satya starts selling all his shares. Not because he’s scared, simply slapping his cock and balls on the table for demonstration. What a CHAD!
You'll live bro, MSFT isn't going anywhere anytime in your lifetime
Tbh u got a pretty good cost average for a lot of these. Except MSFT.
Wrong. Follow your instinct and passion. I broke up with my ex who works at MSFT and made a shit ton of money off of full porting short and puts during anger state
MSFT is my favorite long term hold. I don’t think any other tech stock has such a high EPS and low PE ratio. MSFT under a 25 PE ratio, buying more every single time. Idc what the market cap leaders are, MSFT is the leader.
Holy shit didn’t know META diluted as well. I really hope MSFT is not considering this. So we have the neocloud diluting to pay the AI bill, now the hyperscalers which are paying the neoclouds also diluting. This is definitely a crash signal.
Like what? MSFT and other SaaS? I was looking for stocks that got dragged down further…..thanks in advance
The worst thing that could happen right now is for MSFT and AMZN to FOMO in on dilution too, just because Google and Meta announced so. Would amount to hundreds of billions of dilution for AI, all coming in the same 1-2 quarters as the 3 mega-cap AI IPO raises. Of all things, THAT would probably be the crescendo that triggers the crash. The market needs to punish the fuck out of Zuck for considering this, dump his shit stock under $500 asap to scare MSFT and AMZN away from this. Don't be retarded Satya and Andy, DO NOT ANNOUNCE DILUTION FOR AI CAPEX.
Bought the MSFT Dip because why not. And ETF.
This was me buying MSFT in October only for it to still be $120 under October’s price 🥰
Ok, what are you going to do with this change? Sell VTI and buy VOO or VXUS to avoid owning 0.1% Space X? This inclusion is going to have no noticeable impact on VTI’s trajectory. There’s a ton of stocks in VTI and many aren’t desirable already. There is no reason to stress about this, any more than you might stress about Meta or MSFT being in there. Hell, MSTR might even be in VTI.
Come fucking on dudes. AMZN fucking fell more today than goddamn fucking MSFT. Yet, when I was in MSFT, that shit would go red literally every fucking day, while QQQ, AMZN, and GOOGL would rip 1-4% every single fucking day.
The only silver lining to all this is that we're all in this bullshit together /b/ros. Fucking market shit the bed but at least it's not like when I was holding MSFT and it would drop 2-4% a day while the rest of the market was rocketing 2-5%.
Why the fuck do drops like this never happen when I'm holding puts? I buy puts after massive run ups, and the shit just keeps going and smokes my puts. Yet, when it does drop, it does so when I'm balls deep in fucking AMZN or MSFT or META or some shit. And I get fucking SMOKED. I'm down like 5k today, on top of a previous 10k loss from stupid fucking AMZN from M-Thursday. Fuck my goddamn fucking life dude.
$GOOG make revenue 400 Billion a year How much SpaceX revenue ? Not even 5 Billion net income yet ? Check how much revenue of $META $NVDA $MSFT
Can be. All except META and MSFT
Didn't catch all the details but Reid Hoffman being investigated. Possibly for eating other MSFT board members?
MSFT better fucking not say its going to dilute shares as well.
Copilot said: For MSFT to recover sustainably investors need to see: AI capes growth stabilize Free cash flow improve Copilot monetization to become more obvious Azure keep growing near 40% More confidence that OpenAI-related demand is durable. So why doesn’t Sloppy Nutella follow his own dogshit AI model’s advice and stop being a fucking moron? Instead he announces 7 new fucking AI models on the keynote. WHAT THE FUCK IS HE DOING.
$MSFT on market green day: Fuck you guys imma do my own thing. $MSFT on market red day: Imma join you guys, wait up. We’re all in this together.
I don't think MSFT need dilution, it is cheap enough haha, I am a bag holder of course
AMZN and MSFT are next, long APPL
As if my MSFT isn't already shit enough
If it ends here, sure - but wait until META / MSFT / AMZN dilute shareholders next week
Added context: MSFT's Satya also suggested in a recent interview that they were considering doing the same.
It won't happen, Google and now META are running out of money MSFT is probably next
MSFT holy shitttttttttttttttt
You know things are very wrong in the world when MSFT is red on a red day. That’s actually crazy to me
MSFT down 1.7%. Just a normal day.
Cash gang, who's dropped the most that we like the most? Arm, AVGO, MSFT, META?
MSFT is literally blatantly obvious 1-3 year hold
Buying more MSFT calls because it's all fugazi anyways
 This is how you should be reacting lol. Bought AVGO, MU, and EWY. If I had more money I’d scoop up SNDK, MSFT, and MRVL as well. Some good old QQQM too.
The choice is easy, buy what was already beaten down hard MSFT
Yesterday I said MSFT is going to 420 and got downvoted
True but I'm greedy. I want more MSFT at 360.
for all the flak, MSFT is remarkably resilient
Yep bought AVGO and MSFT
$IWM $SPY $QQQ $SMH $NVDA $META $MSFT and all big down. Time to load positive cash flow. Not negative cash flow hype. Stock market burst like Blue origin lunchtime burst last week, for another rocket SpaceX IPO
Sorry guys I bought MRVL, MSFT, and AVGO.
"I need a MSFT dip" brother the entire year was nothing but MSFT dips
MSFT outperforming MU and NVDA today
Bull market: MSFT gets fucked Bear market: MSFT gets cucked. Theres no winning
In 2012 or so my mom asked me for a few stocks to buy. I told her NVDA, STX (because 4k was just coming in and video games were getting box so I thought storage would be worth way more), OLED, MSFT, and I think MINI. But then also, a buddy of mine had a construction company and was building a warehouse, the company was pink sheets and they were about to finish construction. This was all over their socials so no insider, but the shares were sub penny lotto, like business makes it or doesn't. I said throw 100$ in it for a gamble and see what happens. She lost 50$ on that stock. I still hear about it. Every fucking Christmas. Every Christmas. 50 fucking dollars. I offered to give her 100$ to just shut up about it but she said no, obviously the story is worth more than 50$. Ohh and all the other tickers? She didn't buy any of them because she wanted "something with a dividend." There is no value ever in giving anyone you know stock advice.
https://preview.redd.it/u4hzkbgymh5h1.jpeg?width=1179&format=pjpg&auto=webp&s=05530edf558f84827e33b5266d853e890bccd96c Watching my MSFT this morning after finally getting decent green days.
No bottom for MSFT. today. Useless fuck
MSFT bag holders are getting clobbered
Fucking always fall with indices but never move up. Fuck you again MSFT
MSFT/META red after missing the whole rally. DDOG/PANW slighlty red/chilling with just astronomical p/e. Retard market indeed
When you own MSFT and META days like this don't even matter