Reddit Posts
All BS aside, how’s calls on MSFT looking this week?
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Need to practice option trading with paper money
Who’s ready to burn their life savings this week
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Who’s buying MSFT & AMD calls for earnings?
I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP
MSFT has now overtaken AAPL in market cap.
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Is it normal for the index funds to be weighted this heavily by mega caps?
What are your top picks for the top performance stocks for this year?
Epic V Continues to Show How Little Risk Exists
Has anyone seriously looked at Global Foundries [$GFS]
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting
Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.
The true interpretation of Friday's Jobs Report
A true interpretation of Friday's Jobs Report
Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip
LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!
And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?
If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?
Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?
Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?
Keep an eye on $MSFT (potential put money making opportunity)
If you had $40k to invest right now, what would you do with it?
The NYTs is suing Microsoft and I think there is a profitability play on their stocks
New York Times sues Microsoft and OpenAI for copyright infringement
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
Question regarding this type of Play Option?
The biggest lesson that I've learned in my 10 year investing career.
MSFTs Open Ai will raise funds with valuation of $100B
Mentions
Sorry Brah this ain’t no Persian War. This Ain’t no Charles in Charge reboot…. Peg’s been on a Bon Bon Vacation for a hot minute. We lost Alf a long time ago at the bottom of a bowl of cat food. Keep buying and post your losses! See my ramblings below. I still Believe that it’s possible to make a MF-SFTon of money. What were those post black Monday MSFT +125% gains again? I can visualize 87’, with an attempted repeat of Black Monday. Examples of time being on the investors side:(Seattle centric) 1971 Investors "Winning" The Boeing Bust Entry: 1971, currently a 3,000%+ total return over 50 years. Everyone here knows the real estate market only goes up….. If we are all onboard and ixnay net neutrality? MSFT is slowly procuring rights to this game in the form of indefeasible rights of use for long term contacts (IRU’s) https://www.csis.org/analysis/safeguarding-subsea-cables-protecting-cyber-infrastructure-amid-great-power-competition#:~:text=Undersea%20cables%20are%20built%2C%20owned,portion%20of%20the%20cable's%20capacity. In the meantime, all these other companies are thinking short term and building capital intensive data centers. I think MSFT is setting themselves up to be the new Comcast for AI “you know you are going to want to be able to charge the next generation of tax paying AI children a cable subscription fee” I do believe MSFT, while losing in the short term are setting things up for the least liability and the most “ma bell” approach possible.
Sorry Brah this ain’t no Persian War. This Ain’t no Charles in Charge reboot…. Peg’s been on a Bon Bon Vacation for a hot minute. We lost Alf a long time ago at the bottom of a bowl of cat food. Keep buying and post your losses! See my ramblings below. I still Believe that it’s possible to make a MF-SFTon of money. What were those post black Monday MSFT +125% gains again? I can visualize 87’, with an attempted repeat of Black Monday. Examples of time being on the investors side:(Seattle centric) 1971 Investors "Winning" The Boeing Bust Entry: 1971, currently a 3,000%+ total return over 50 years. Everyone here knows the real estate market only goes up….. If we are all onboard and ixnay net neutrality? MSFT is slowly procuring rights to this game in the form of indefeasible rights of use for long term contacts (IRU’s) https://www.csis.org/analysis/safeguarding-subsea-cables-protecting-cyber-infrastructure-amid-great-power-competition#:~:text=Undersea%20cables%20are%20built%2C%20owned,portion%20of%20the%20cable's%20capacity. In the meantime, all these other companies are thinking short term and building capital intensive data centers. I think MSFT is setting themselves up to be the new Comcast for AI “you know you are going to want to be able to charge the next generation of tax paying AI children a cable subscription fee” I do believe MSFT, while losing in the short term are setting things up for the least liability and the most “ma bell” approach possible.
I started day trading at any point of support and never held on to more than 30 shares at a time. MSFT has been the gift that keeps on giving
My boring answer is the market is a giant discounting machine with the attention span of a caffeinated squirrel. MSFT can be flat on a green day because people are rotating, trimming mega-cap exposure, or repricing AI expectations. It does not always need to be a secret hidden catalyst, sometimes it is just positioning getting weird in public.
Why the fck did I went all in on MSFT ? It's such a pain to live life when you are retarded...
Buy MSFT and hold. Still quite low and a very good, stable company. In the future, don't sell until we enter a major bear market (not coming until early 2030s according to my crystal ball).
- Azure growth has slowed down - The tech bitchboy, Sam Altman and his chatslop, have been trying to make a soft exit over to AWS while still honouring their contract at MSFT, so there's more than a functionality glitch in Microsoft's infinite money loop where OpenAI relied on MSFT's computational power to basically keep powering ChatGPT. Look up the "infinite money loop" and "Microsoft." Someone else will explain it far better. The bones of it... I think OpenAI made like 250bn in Azure purchases? Look it up. It's even bonkers to hear the explanation - Iran war noise irrationally pushing it down. But less got to do with it. Just awful timing. - Azure grew 39% and missed what Wall Street had priced in by 1 percentage point. Just like NVIDIA, if they are even a fraction off what crazy old Wall Street has priced in, then it drops like a sack of perfectly in-date potatoes. Microsoft as a company is still insanely profitable, nothing about its fundamentals have changed. Its only true pressure points are what increasingly feels like a stumbling business model with Co-Pilot, OpenAI diversifying beyond Microsoft towards Oracle and Amazon, margin pressure from Wall Street, and slightly slower Azure growth. All of this is pretty much noise, bar their spurious relationship with OpenAI currently. In what light OpenAI is mentioned by Microsoft at the earnings call could have a near-final say on where the candles go. I personally think (and I don't think I'm alone here) that this is an incredibly deeply discounted price for a behemoth of a company. Possibly the best value out there right now. Panicking or freaking out and leaving the table could be your biggest mistake here.
Why not? Why shouldn't I become a MSFT bag holder?
I sold my MSFT share at 477 a few month ago.
You're saying MSFT is going up?
Boy am I glad there was a massive recovery! Can't wait to check how much MSFT bounced back!
MSFT is going to send you a strong letter, very strongly, saying you can't do it, that's the Microsoft method
TSLA and MSFT racing to see who can crash harder
RDDT, ORCL, and MSFT are ready for liftoff. Get in before the crowd 🚀🚀🚀
The magical gain eater. Been easy. If it is up buy puts. MSFT AND TSLA
I own MSFT and expect to keep it at least through earnings. MSFT has both the cash flow and money on hand to build out it's data centers which are the big concern as I understand it amongst investors. The stock has sold off along with other SAAS stocks but many will come back and some will come back with a vengence. I'm not looking to strike it rich with MSFT but I do expect it to do well over the long run and it's an investment like IBM which I also own for the long term at least in my opinion.
i just let kenny g know citadel can start buying MSFT again thanks man
Some stocks just hit different emotions. Like MSFT for example. A burning rage inside of me is now gone that i sold my complete position in it after being down 50% on calls. I feel free now and can sleep
The only reason MSFT hasn't mooned I'm still holding a significant chunk As soon as I sell it'll go up
One of these MSFT is gonna be $500, I just know it 🥲
MSFT is cheap right now you should buy more with your other 30% ;)
They trade at one of the lowest P/E's in the MAG7 and compared to TSLA which I think is insanely overvalued, I think MSFT has a stronger subscription model. Companies can't "not upgrade" to new versions - and the gaming subscriptons c'mon.
Yeah I'm thinking about buying some shares here and selling calls against it to make my money back from the long calls. Or I might just buy 100 long Calls tmrw or next day the out of the money ones are so cheap and MSFT is due a $20 day, maybe today was a technical retest of broken downtrend - lets go with that technical analysis which isn't worth shit anymore.
MSFT has had two huge earnings beats in a row, yet the stock keeps dropping. Some of it is SaaS-pocalypse, with the Street still shying away from SaaS companies due to AI concerns. The second reason is CapEx spending shocked investors a few earnings calls ago. They are reporting earnings on 4/29, and if they blow the top off of expected EPS again, I think we see a nice recovery. Their forward PE sits at 22.5 right now, which is a great value for investors. Im waiting out the CPI numbers on Friday before throwing some weight behind MSFT. I don’t want to invest the money now when CPI could come in hot.
I’ve got a fun game we can play. It’s called “guess MSFT’s bottom”. I’ll go first, $199.69
Bro what the fuck is wrong with MSFT. I keep hearing "analysts" say they have a target price of 450-500. What kind of crack are they smoking? The truce caused the entire market to rocket 4-8%. And MSFT fucking went red today. What the shit is that? How shit of a company do you have to be to go red on such a big pump??
My theory is they know I'm down $48K of MSFT $400 calls and the market makers are going to keep my money, so they have 9 more days until the calls are worthless so after that it will go up like META did today.
That's been my only buy in the last \~4 weeks. I bought MSFT \~400 average. Didn't exit, but rerisked it. I am planning to fully dump it soon tho -- after playing with claude it's fucked. My initial interpretation of the situation is so fucking wrong --- saas is dead. I won't hold companies that heavily rely on it.
Besides the money on OpenAI, they declined to make their own models and invest in their own development in favor of OpenAI. Now, they’ll have their own model by 2027, but are you just too late at that point? SaaS is getting destroyed and MSFT is the top holding in almost every software ETF. I think AI will do more damage to their core business than it will help them. I honestly just don’t see why you would need Windows anymore if the amount of PowerPoint/Excel/Word monkey jobs goes away, or even gets reduced by only 30%. Azure will be safe it’ll just be the limit of how much power can they drain from our grid before they have to go destroy other countries with their data center, but that’s all of these big tech companies.
!banbet Good thing it's only April 08 tomorrow. MSFT still has time to be completely useless.
Thank you for your sacrifice…MSFT proceeds to shoot up 10% tomorrow
Sold all my MSFT. Can’t deal with this cuck
People have tied MSFT growth with Copilot and OpenAI and see them losing on the coding agent front. That never was MSFT's core business and not a primary growth driver anyways. The capex spend is for AI integration into Azure and enterprise solutions, which is where their margin expansion lies. If Copilot stands to draw in revenue, great, but businesses are looking for more than coding agents, believe it or not.
When will MSFT have a 10% day like META? Asking for a friend obviously!
Scared to think how MSFT would fare if they disappointed the next earnings.
MSFT partnered with Openai though... Or are you just saying it's neat to not have to go to openai's website
I'm right there with you big dog. I can't fucking believe this stupid POS stock ended the day red when SPY ripped 2.3%, the likes of GOOGL and META ripped 4-8%. And you're telling me MSFT is red today? And down 22% YTD? When almost every other MAG7 company finally is green for the year? How is MSFT such a piece of shit.
https://www.reddit.com/r/technology/comments/1mwsg0q/microsoft_says_us_law_takes_precedence_over/ https://www.reddit.com/r/aws/comments/1m9h22t/microsoft_admits_it_cannot_guarantee_data/ Think EU, AUS and Asia are going a different route now that data on an EU server will just be given with no warrant. So they are getting ready to move things off MSFT and AMZN cloud services. It starts as a trickle and then soon you'll see the bottom line
Dude FUCK GODDAMN MSFT. STUPID POS stock literally ended the day red. On a day where SPY ripped 2.3%. That's literally unheard of. It's just bleeding for no goddamn reason at this point? Capex AI spending? GOOGL and AMZN have MSFT beat by a long shot. Maybe MSFT needs to get their head out of their fucking ass and not make Win11 so bloated and full of shit. And make copilot actually useful. Even a smidge useful would be leaps forward from where this dumbass company is now.
At this point, it feels like investors are collectively trying to bankrupt MSFT with their wallets. Seriously, where *is* that 50%+ upside that the analysts keep preaching about?? (which is why I bought this beaten-down piece of garbage in the first place) I see new articles almost every day about how MSFT is "a no-brainer buy" and "the cheapest it's been in a decade" and "experiencing continued growth in their cloud/Azure segment", yet the chart keeps moving lower and lower, and I see more and more criticisms of their products and business model.
MSFT HIMS PLTR. fuck you all three. I had added thinking those three stocks are undervalued. Can't make sense out of these 3 being down so much (although I might understand PLTR being down so much considering its high valuation).
Yeah, MSFT at $200 would be something I'd pile money into
Bers failed so hard today that they couldn't even keep MSFT red.
RDDT, ORCL, and MSFT are ready for liftoff. Get in before the crowd 🚀🚀🚀
Maybe start diversifying?? AVGO is an amazing long term play, they haven’t even scratched the surface of their potential.. But you’ll be fine with MSFT, for a stock that’s never split, it’s pretty impressive what they’ve done. My brother is a senior coder there and their leadership is very strong. If you had to pick a company to keep doubling down on during the “war effect dips” then MSFT is a good one to have. I have 30% AVGO and I feel way overweight with them, but I’m spread out like crazy everywhere else. Also have a solid 3200 shares of VCX that I had from my time with Fundrise which was just a small Hail Mary and it’s already paid off even if the price dips when my locked shares open up in Sept bc I got 500 shares in the pre ipo we were offered at a max of $10k per Fundrise investor and I def got lucky when I saw the day 2 spike and set a sell limit at $500.. that $250k covered my tiny shot in the dark and I have 3200 free shares of what could potentially be a huge fund when the companies all go public. Today still was a great day overall for us deep in tech, but there’s still WAY too much uncertainty in Iran and until it’s 100% resolved the market will continue to be volatile. Once it’s all over, MSFT could reach $500, easily within the year. Maybe just stop looking at your portfolio everyday. “Patience is the hardest thing to do” as Warren Buffet once said..
RDDT, ORCL, and MSFT are ready for liftoff. Get in before the crowd 🚀🚀🚀
Get leaps or don't sell for at least a year my guy, it'll come back as earnings seasons cycle through. I lost a lot of money on MSFT but I've spread my risk to stocks like Google as well. You'll bounce back and don't over-leverage on a single stock in case it goes to the absolute shitter
Why is MSFT such a POS?
I went all in on MSFT today in my Roth. I’m up 7% YTD in it so hoping that it will start to reverse. Almost 17 shares, I should be able to buy the .301 shares needed for that next paycheck.
How the fk MSFT up 0.5% on a fkin 3% day for the nasdaq. God i so regret DCAing the past 3 months of dips. Should put that money into winners. Lesson learned.
Hey $NVDA bulls. It may be trading like shit, but at least it's not $MSFT. Maybe if Jensen makes a solid trilly next quarter it can stay above $185 eh?
If the CEO of MSFT doesn’t resign tomorrow I will have to intervene.
Yea I am way overweight MSFT because I kept buying the dip. Hurts to watch goog and amzn hitting +4% at times today while MSFT even does into the red at one point. Sheesh :shakes head:
MSFT will rip tomorrow like how META did today. 🔮
I need MSFT to announce it’s not going bankrupt
MSFT needs more retards to post loss porn so it can pump
MSFT is 70% of my networth i'm shitting like 7 times per day and having 0 erections
Imma need MSFT at 700 by tomortow
Did MSFT say the N word or something, how are my calls down 20%
Everyone crying over MSFT, that’s the time to start buying some shares. Started 10% of my position. Every loss post, I’ll add another 10%. Easy money.
MSFT will eventually stop being a POS, and all I gotta do is find the bottom
I can't help but smile when I look at the MSFT chart, it's just too funny
When MSFT does 1 to 5 stock split in 2028, sure it will be 250 sir
Honestly? I think that's always been the secret sauce for MSFT... They're just *really good* at hitting that sweet spot where every stakeholder agrees they're the best option... Technical side might grumble, but they're not terrible. They work with finance and create a good price. Ops would generally agree there are worse options. Security. Really, that's why they succeed as a company, I guess -- best at nothing, but they shoot par or even slightly above par on all... and ultimately? That's who wins contracts/agreements. Prior epoch/space (though... not so much anymore) -- but 5-6 years ago? I pitched a fit about using Azure for an element of our full stack. AWS was so much better and even beyond cloud-to-cloud? I have enough account IDs and authenticators and painful security nonsense. "Why are you *trying* to make my life worse!??!". We - still - use both, in different realms and it's not purely proportional. But I've found that today? I dash off a lot more angry messages to AWS than I do the Azure peeps.
Im gonna sleep tonight in peace :) MSFT 360 or 350 tmr? glad i aiont holding that shit nomore
OpenAI and MSFT are both garbo companies
I’d like to see $250 MSFT so I can get more posts like this one
MSFT will become obselete because of AI? Bro… just venmo me that $20k…
Hoffe einfach MSFT erholt sich wieder…
You would’ve outperformed MSFT over the past 5 years by buying treasuries or municipal bonds. And had that $$ tax free.
Sure - and I'll reiterate again, I'm no authority on either realm; the finance element of MSFT specifically; nor would do I claim to be a higher up EA. I'm not even a C suiter who makes decisions; at most? My opinion gets sought.... I'm just saying. I think there *are* better options than GPT. However, as MSFT has always done? They're ahead of everyone else on end-to-end integration and presenting a "something" for corporate purchase. I mean, I can - and have - argued until the cows come home that I'd rather use Claude... but from an enterprise perspective? Costs, ease of integration, security, IP protection? I completely get why GPT/copilot/MSFT wins. I don't even make the decisions, but it would probably be mine on an enterprise level, too. Microsoft isn't great at anything, but they're just generally best at being MVP - and they price to sell - across the board.
RDDT, ORCL, and MSFT are ready for liftoff. Get in before the crowd 🚀🚀🚀
Exited everything except APLD and MSFT calls which I might end up regretting!
MSFT driving humanity forwards right there
Looks like investors believe MSFT is falling behind on AI and/or won't be able to make as much profit as anticipated with its capex.
RDDT, ORCL, and MSFT are ready for liftoff. Get in before the crowd 🚀🚀🚀
MSFT loses money on every subscription for co-pilot
You ever use a MSFT product?
Will MSFT be the first American company to be colonized by India? Another senior executive has left.
MSFT puts are literally free money after today’s price action. It will go sub $350 this month.
since I got assigned MSFT today, I had to go to valueinvesting to make myself feel more confident about this stock 🥰[](https://alb.reddit.com/cr?za=WrsFc_J-jrvSagVFuL_nldRdTNRLcOePCEKbDgZ97K80kSv8iF-_1NZY2qQbq3PretHTMjnPMtoh-2CtUQ5hY2S_Ez5m9pdDeo5hZMcS8-qUxAFJPZYUX5Ms1X4TrenGQJrZ2Swa2HivRRKsg4e6l97UWTLBaEc57qEmvePflpQoUuVL33y9GJkIajFoM0kUKT3RLx1b24zqx6wRi-OYwh8DP0nSrkgldmIBwvfgZim2pUuZ49FXa19AflU2bXGKI09Gke8o6t77ZpYYxPBaGb1sJ_tbsQ0_LjR4uUsRJEobsB3CMiwIxn80hhi5J8uwaL2CgO4RRgGRxT99XxbIMJkkduEdQ_VvCorAWVbAz8dTA-cpCIvUIavqOoGQzWTLFctAFoP8g-Tg8l7JXsZ0gUW6cZZn2OxVy6PHMHYEINe5Mk22IuzlkgHuR9vKnjRRwqcXkUVKCsDkW9fIwx9KJ8U8NP4jt1AfXllcHrbNDiwzoa_c9eavlGt7qEBmjzW5K-clAqAroUyz3pAI63kF_CEWznvp2wfvZJLnu58Da4F5XasRH-yrzo3rZQ1bglxh6HGguy8bsJ0MALrTpqCzJ2RJpn4is0iQrasiVJ_N1DTZrhpGsT5Dbx9DvRIvVX0HjxY6Vy-hphS6vfvuy7SsDhnhRl4UKDORZN6jQlwLQroY2mA7Ia-5mQ6grjUdJtlwGzlB9QGH3MdUn0R1U3ZGIMCRUHOniZacVSw6W6w&zp=X92-Z42XgGZPDhKi3wCCTh99U2WyH4MXTAroeKPP07pcFr7vCHiHRB46TRrojPXuI-Ia9P46_aE1XHVjL7jxE6BqnrcpBfXXWOM9KAsEIC3NTVgu00eDLu7F2vdytfHFuZONNEHwBXKoGEIjA_dSLN7ma9AaP9n-fApvC6n5wiFB3TaYEgCFVAXpeF2kkH78Cusg5jjRxEdXIEipOKmp_-SnnYWafFpnw0kHUHsjKHM3DeobsHyVCltS2gK5eqX5Ade6_e0zRGyifYgQpPMUM3MIQjjFXspqzSmSs4MF803_01fS0jfUmfnq-NIF2aLc7gAGnHNT4vq3XgEnnWKN_E3adlRx-93Vwfbk-WQ-ZB56d3qVaNE6J5FinuQUbV3fxm-CgqCEdfUSfkhVALAccrWz84PgkCOJDzdujjYE8Qv4ZLTcCrWg02IPpeLIYIU-2ER0EzXSJv6ObToDiz69V9t8MHcWnZQqpRy0KJ3nEhFVsALF&a=26605&b=26568&be=26552&c=26552&d=14281&e=14246&ea=14259&eb=14230&f=14230&r=6&g=1&i=1775681553871&t=1775681590438&o=1&q=1&h=204&w=732&sh=956&sw=1470&va=1&vb=0&vc=0&vd=0&ve=0&vg=0&vh=0&vi=0&vs=0&vt=0&vu=0&vv=0&vx=0&vw=0&vq=0&vr=0&vy=0&xe=0&vz=0&xa=0&xf=0&xb=0&vf=0&xc=0)
By timing the market, doing a little extended hours trading, setting stop limits and periodically moving back into cash I am at +7.2% for the year. Last night Trump graciously terminated the end of civilization attack just before 8PM so the extended trading hours were still going and I was able to dump all the energy stocks. When the VIX is over 25, there is decent money to be made rotating in and out of ETFs, Stocks, and Gold. I would like to thank Gold, VOO, SMH, MSFT, ITA and SCHD for helping me crush the S&P, DOW, and NASDAQ in Q1. When the VIX is high riding everything into the ground just to stay in the market doesn't seem wise. I say learn to take profits, move back to cash, then rotate back and "sell the news and buy the fear" is a good skill. I think that "missing the best days" is as important as "intentionally avoiding the worst days" for growing your returns. What I think breaks this is that people get out, move to cash, then don't actively manage and get back in. Investing needs to become a lunchtime hobby. :)
April 8th vs 9th, haha been there. On MU at 312 though... that's a tough one. Always tricky spotting the top/bottom on those hypergrowth names. For me, still thinking about where the FCF goes for my picks. Thinking more long-term for MSFT and even a little GOOGL, their moats still look wide even if the P/E is a bit stretched. TSLA, definitely agree on the regard strength. Wild ride for sure.
Google now leads in AI and is clearly stealing cloud market share from both Microsoft and Amazon. Apple is set to steal market share from the mid range PC market with MacBook Neo. ChatGPT is falling behind both Anthropic and Gemini. So it’s not super surprising to see MSFT struggling. It will need a stellar quarter to prove that it deserves a higher growth multiple.
OpenAPI was grabbed up by MSFT Azure voutures, and OpenAPI is burning thorough like what, $5B per quarter? MSFT tries some deceptive accounting and ignoring the depreciation on chips becoming obsolete in 36 months, when new chips are needed, there balance sheet will take a massive hit Half of MSFT cloud infrastructure revenue depends on OpenAPI OpenAPI is far away from turning a profit even as much as its revenue has risen. No one is able to accept the higher cost of data center and compute needed, MSFT is tapped out and footing the bill. China has alternatives, GROK is pitching the fact even their cars are collecting data to train models, etc
My completely unfounded opinion? They're pretty much all-in on OpenAI/GPT... and my - not completely unfounded, but just as a person that professionally play with lots of LLMs/AI concerns? GPT is fine... but I do think it's lagging behind other competitors. Like I said, my experience is that Anthropic/Claude is creating some possible separation. You want to split the difference? Google/Gemini. That's beyond the fact that *niche areas* are seeing an explosion of point of purpose models. If you want the financials? I'm not your guy.... but under the covers? I'm not saying the all-in on GPT is wrong or a disaster in waiting - it's fine... but I think GPT is lagging. Hey, like I said -- longterm? macOS was *always* better than Windows. And if I may fly my nerd flag? Gimme unix/linux. Yet... who owned the most profitable, revenue-providing OS? Windows. So, "best" doesn't always mean most financially profitable. MSFT knows - and thrives - on selling to corporate. So long as GPT doesn't fall *too far* behind? Even this next leap might still work for them, so long as GPT stays competitive.
What’s the problem? It’s MSFT. You’ll be in the green in a bit. Opportunity cost is a bitch though. Maybe worth harvesting the loss for 30 days.
SNDK is my nemesis stock, im always on the wrong side of that fucker. Same with MSFT.
If this stock can stay red on a strong green market day, hell it can rip on a red market day!! I’m bullish as hell on MSFT. Will keep sleeping on my 450 strike Dec 2028 call leap for which I paid 7700 USD.
MSFT is legit such a piece of shit stock. Doesn't move up essentially ever these days
MSFT won’t see $400 again until they change their strategy. Co-pilot is dogshit and everyone knows it
BREAKING: WSB in talks with MSFT to host new evening thread. Solution not expected soon.
this is the only market where Carvana can hold a 6% pump but MSFT goes red on a +2.5% SPY day
$NVDA may trade like shit now losing pumps, but hey, at least it's not $MSFT.
META and MSFT releasing earnings on the same day, who will win the 1v1
Reports: Iran opened the strait for everyone except MSFT today