Reddit Posts
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
🚀 MSFT Is Not Just Winning AI — It Is Unlocking a Robust, Multifaceted, Paradigm-Shifting Tapestry of Generational Alpha 🚀
MSFT: Is Microsoft’s AI dominance already inevitable? Looking for the bear case against this data.
Late starter..has that tech ship already sailed? Amd, MSFT, VOO?
CEREBRAS IPO 14th MAY’26 . Priced at ~ $150-$160/share.
Too Concentrated or just stupid? Microsoft
Robinhood is missing out by not offering 0DTE parlays
Every big tech is green from the beginning of the year, except MSFT. And it crushed earnings twice this year. I just don't understand.
Tracked my buys this year. Am I setting up for underperformance?
NBIS Q1 earnings Tuesday - I have been deep in this name for months
Is there a reason Qualcomm went from 125 to 220 in a week? No one uses them for AI, edge computing, soon Apple will not use their modems
Rate my Portfolio - invest and forget portfolio until 01-Jan-2027
You don't have to make up losses from the stock that caused them
DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle
Sold my MSFT calls because it started to inverse QQQ too much. Not a good sign.
Verified my portfolio app's math manually — $57.9K US portfolio, +25.7% — here's the full breakdown
Verified my portfolio app's math manually — $57.9K US portfolio, +25.7% — here's the full breakdown
$NGTF - UP almost 6% @$0.0296 on 452k volume. Nice Red to Green move, let's see it continue... The company is focused on becoming an innovative leader in the robotics segment.
Reddit Ticker Mentions MAY.04.2026 - $NVDA, $AMD, $SOUN, $MSFT, $SNDK, $SPY, $VOO, $XRX, $RDDT
Is Alphabet (GOOGL) the strongest company in the world?
How much Microsoft (MSFT) are you actually holding?
Steve Madden shoes (SHOO) outperformed NVDA, PLTR, AMZN, MSFT and TSLA
My Magnificent 7 DCA Portfolio
The days of $MSFT "Oh Woops" your files are gone are over - say hello to Cloud Forensics
Top AI Companies Agree to Pentagon Deals for Classified Work
Are analysts and price targets completely irrelevant? MSFT
7k-->12k, 70% portfolio gain in April
META and MSFT are trading at 21 and 25 PE respectively while having at least 15%+ revenue and earnings growth. Time to buy?
MSFT can only be denied for so long….
GOOGL, AMZN, MSFT and META: Hyperscalers Growth, CapEx, FCF and Revenue Backlog // NVDA mentions in earnings calls
Amy Hood’s announcement came in such a clutch, it reversed upwards 3% for MSFT
Mentions
Lol every fucking time. I sold ALL my MSFT at break even yesterday. ahhh well...not the first time I left thousands on the table. Wont be the last.
MSFT leaps are still in the hole. Needs to pump more.
Should've sold my calls at open. Didnt see that MSFT was green, blood red ahead
MSFT reverse market play W
I find Meta to be so interesting. I listen to a ton of podcasts on investing. Pretty much what I do all day while working out. It is the one company I see so much different than the podcasters. I am nowhere near as bullish on Meta as Google or Amazon or TSM or Nvidia, and several others. Heck I like MSFT a lot better than Meta. It piques my curiosity that I see it so much different than others.
If MSFT goes up another 18$ I’ll finally be in the green
MSFT needs a 30% move to catch up to apple.. crazy
MSFT up 2% is basically Christmas rally
I sold a MSFT cc at $430. you can all thank me as it rises to (probably) $431
After hearing how dog shit MSFT was for the past few weeks, decided to jump in on calls yesterday.. Thanks guys 😀
MSFT now can you take the lead 500 by next
MSFT big pumping. Fuck AI and fuck Claude I guess
Lol sold MSFT way too soon.
Market dips, MSFT rips. I don't write the rules.
why did MSFT become inverse-SPY
Of course MSFT pumps the one day I didn’t have calls 🙄
MSFT ripping is now a bear sign
I blame MSFT for this blood bath
MSFT and NVDA decided to pump at the worst time possible lmao
MSFT price action has been hilarious these past few weeks.
NFLX is worst than MSFT at this point
I'ma need MSFT to announce that they are pivoting to AI. Wait, they already do that? What a piece of shit stock 😭
NVDA and MSFT call holders, our time has finally come. Rise!
If MSFT is a good stock right now, why did Bill Gates jump ship? Same reason the Rockefeller's left the oil industry. In other news, a competing AI used 15,000 agents and $1000 worth of compute to make an OS from scratch. It's fair to say that the Microsoft dominance is not over, but will be trending downward steadily over the next decade
Is there a bigger bag of 💩 than MSFT
WTF just happened to MSFT LMAOOOOOOO
lol @ MSFT - what a bag of turds
Lol, MSFT couldn't even wait until open to dump
what's with the MSFT daily morning dump right before open?
What rounds out the SAAS play? I got MSFT, CRM and NOW.
seeing a metric shit ton of collabs and contracts w $GOOG and $AMZN coming across the wires of late on ai/cloud $MSFT not so much
It’s just stuck right now because big institutional market movers didn’t like their latest earnings. Why didn’t they like it? Nobody knows. Maybe too much capex spend, maybe too little capex spend (see Brad Gersner), or maybe the Open AI vs Musk battle. I am personally betting that after their next earnings, when people see them grow another 20% YoY the sentiment will shift back positive. I’m buying shares in MSFT this whole quarter. This is a multi trillion dollar company that is not stopping anytime soon
MSFT down everyday 1% to 1.5% for a week and suddenly it’s up 0.75% one day and everyone be like “we’re so back”
MSFT: 18.65% ($6,520.57) AMZN: 16.93% ($5,918.45) VXUS: 13.13% ($4,588.66) AXP: 7.01% ($2,451.10) DRAM: 6.61% ($2,309.93) NVDA: 3.61% ($1,262.40) SOFI: 3.13% ($1,092.63) NASA: 2.08% ($728.44) I’m
Lol no, not vibecoding an OS. I’m talking about switching cloud providers. Azure is by far the worst cloud, and MSFT biggest segment. If you want to switch off the OS you could just switch to Linux like the French government is doing. Even if you’re still on Windows, the Office licenses is where the sausage is made. Like 25% of their revenue or something? The amount of Office license seats will plummet as AI is adopted further, and redundant roles are removed. Seat based to usage based billing for Office licenses make no sense, are you gonna get charged per text box you move around on a PowerPoint? Windows OS is for non technical people. In 10 years, I don’t think non technical white collar jobs will exist. Why do you need to pay out the ass for an inherently worse OS? You could switch to Mac (where anthropic introduces almost all of their features), you could switch to Linux, or you could switch to Google’s new OS they’re coming out with.
miraculously, MSFT is ..... GREEN
I'm in the same positions. This and MSFT. I've had the for a bit over a year now and while I have an overall gain, 2026 performance have been crap while other tech stocks or printing. This money is better put to use elsewhere. I think MS is catching alot of the drop in SaaS.
Huh, I never thought of it that way but that actually makes a lot of sense. MSFT's diversified enough that if semis tank it won't get crushed as hard, but it still catches the upside when things are good. Might have to look into that trade setup.
MSFT is clearly a grower, not a shower
not their turn in the ai capex cycle yet. after the buildout and the shakeout they will be one of the handful megacaps leveraging then new ai infrastructure and investment will start to reallocate toward the cloud providers. MSFT running at a discount rn imo
Will MSFT ever get back to 500?? Like forreal though.
Just straight up lying for no reason [https://www.reddit.com/r/wallstreetbets/comments/1tphp7r/removed\_by\_moderator/](https://www.reddit.com/r/wallstreetbets/comments/1tphp7r/removed_by_moderator/) He was holding NVDA, MSFT, and have GOOGL as his biggest holding, he crashed out because they barely moved while memory stocks were rallying every week. Dude acting like he lost money when said he's up 70% ytd.
Go read what hedge funds are saying about MSFT, why are you trusting random people on the internet?
Google actually had a case though (was a GOOG bull at 150-160), what is MSFT case? It’s just too hard to switch? Their products are bottom tier across the board, and their customers all hate them. With AI it’s not even that hard to switch, and people that use the Office Suite as their daily work will soon be replaced or greatly reduced by AI…
NOK became an optics story. This sub has kept buying the MSFT dip that turned into a 7 layer dip while NOK of all things is up 140% YTD.
on Azure before pushing it past $400. If you're looking for AI picks that are actually breaking out right now or want to compare MSFT's potential against other tech giants, you should check out the AI-driven analysis on https://catsofws.com/. I've been using it to track some interesting alternative plays while Microsoft consolidates.
Who's ready for MSFT red?
Who's ready for MSFT red?
People eyeing OpenAI should really buy MSFT bc they’re the only one who hasn’t gotten love on the latest AI rally and MSFT has a 30% equity stake in OpenAI. Think about it :)
This year, MSFT in a 499 v 1 and the rest of the S&P is winning
$MSFT needs to cool down after that pre market pump. Don’t want to break the tradition of dumping to -1% every morning
MSFT stock performance is difficult to underestimate
If fading was an Olympic sport, MSFT would have taken gold, silver and bronze in the same event
Oh so we’re using MSFT as a hedge now? Cool man
MSFT fading its gains because the market doesn't look as red as expected
MSFT is catching strays from the Software/SaaS pounding. I think it’ll run when SaaS stocks start to move
ah yes, MSFT the hedge against the market
MSFT is a boomer stonk.
More of an MSFT one, every other post is about MSFT.
MSFT green is bad news for bulls
The more you zoom out the more it looks like a mega head and shoulders on MSFT 😬
I had a few grand in my HSA account and decided to buy some mag 7 stocks and see how they perform. So I got $1000 each of AMZN, META, MSFT and NVDA. NVDA got some decent gains, MSFT and META stagnated, but AMZN popped 30%. Maybe it’ll be MSFT’s turn someday.
MSFT only plays puts on the market
When Bessent thinks SPY is about to crash, he starts buying MSFT, to lessen the blow. Prove me wrong.
What kinda idiot would have grabbed SPY puts and MSFT calls EoD yesterday?! ☝️🤡
Red af except for *checks notes* MSFT and CRSR
NQ made 30% and MSFT only 15%. It's not a good sign, imho. But if tomorrow they announce that they building new semi-AI factory with blackjack and whores it could give you these 15% overnight. It is big fat lazy corporation and they don't know where are they going yet.
We know MSFT won't stay green long, enjoy it while it lasts
NFLX and MSFT green. This might be the end of the world.
MSFT is just trolling at this point
I think the only problem is that people are putting money into the data center end of AI (MU, SNDK, NVDA, etc). They’re just ignoring MSFT right now.
MSFT please move, look at all the good news.
I think the next catalyst for MSFT will be Open AI IP… But as for what’s holding MSFT back, I think that it is the uncertainty regarding their future progress with Azure. Ironically, the best thing they have going for them is the locked in revenue generation from Azure. With respect to other competitors, Azure is actually seeing tangible revenue growth, rather than projected revenue growth… in my opinion, they should be emphasizing that more frequently. Otherwise, the wide moat on enterprise ecosystems retaining Microsoft software is really the current play here. I’m holding calls and shares til end of year.
Green MSFT usually means we are fucked
MSFT up over a percent and most everything else red. INSANITY
>Here goes another MSFT thread What you didnt find in 100 other threads that you expect to find here? at this point it's cope posting hoping Satya himself will write to you ensuring that everthing will be alright.
I get the consumer UX frustration, but this massively undersells Microsoft’s actual moat. MSFT isn’t winning because Windows settings are beautiful, its winning because Entra ID, M365, Intune, Defender, Azure, Purview, Teams and Power Platform are deeply embedded in enterprise IT workflows. In real companies, identity, device compliance, Conditional Access, SSO, endpoint management, email , security and governance all tie together. That ecosystem is incredibly hard to replace. Microsoft definitely ships messy UX and half-finished products sometimes, but “Outlook is annoying” is not really the core investment thesis. The enterprise platform lock-in is.
Every bag7 is red but MSFT… lmao
Many people are fed up with MSFT and switching to Linux. I'm not saying they won't bounce back, but user sentiment is at an all time low and it's easier than ever to switch off (consumer, not business).
Negative sentiment on reddit is raising, MSFT will hit ATH once people say only bad things about it.
Microsoft sucks and the future is going to consist of ditching Windows, ditching shitty azure, and getting rid of shitty microslop in general. Azure bills are about to be obscene In June with the new copilot billing, we shall see, but I ain’t touching this poop stock with a 10 foot pole. Wouldn’t be surprised if MSFT doesn’t exist in 30 years, IBM in 10.
It's me. Sorry guys I bought like 200 shares at 446$ when it crashed from ATH. So now it's more or less concrete-unbreakable wall for MSFT to break. Again, sorry for inconvinience.
In my opinion MSFT should never have been a PE 35 company (same with apple today). It was a bit overvalued 2024-2025 because openAI and chatGPT was hot for the moment and MSFT had an investment in that. Todays valuation is close to fair value given the capex uncertainty and growth estimates going forward. If you believe their capex will achieve a good ROIC in line with their historical ROIC then it's a buy for sure. It's really comes down to what you believe their ROIC for their capex will be. No one knows (which may present a buying opportunity).
CEOs of MSFT, META, and AMZN all looked at the garbage that was chatGPT 2 and thought to themselves “yeah let’s spend trillions in data center build outs, the potential is limitless!” instead of just sitting on their massive positive free cash flow until the tech was validated. AAPL is trading a multiple premium because of that lmao
News just in, a MSFT sales rep is retiring at 28. His retirement expectations are going to be in trouble when they find out how much cocaine costs rhese days
Can MSFT stay green by open?
not now MSFT. It’s just unbecoming
>I hold NVDA and MSFT and I hate you all. I especially hate the retards riding MU and stupid space stocks and the new game stock that somehow became some kind of AI that went up a million percent today and the stupid optics stocks that went up. I hope the market crashes we die together. And fuck you META for betraying the rest of the Lag 7. Fuck Mark Zuckenberg for working out and getting in shape. I legitimately thought of buying a 2028 leaps today worth 9k, but didn't pull the trigger cuz I wanted to have extra cash reserve. And that contract is now worth 11k. I hate all of you. And I took profit on my SNOW call cuz it doubled and now the stock is up 30% after hours. >I will buy one share of all the hot stocks right now so all of you go down with me. I don’t care about making money now I just want all of you to lose. I will think of this post fucking forever, it's peak, legend.
MSFT red by open as is tradition. LMAO