Reddit Posts
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Value / Margin of Safety Stocks to Consider?
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
Nebius ($NBIS): The Catalyst Set to Explode Tonight at 18:00 ET
Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?
With most 13Fs released, here are superinvestors' top 10 buys from Q2
Made $375k CAD day trading using margin in 60 days
MSFT has accepted delivery of IREN's 50MW Horizon 1 facility
$IREN delivers first 50MW Childress Horizon 1 facility to $MSFT
First ever closed trade on moomoo, and it's a solid win thanks to Microsoft
I'm deciding to sell NASA (tema) etf for tax loss harvesting, since I made around $300 in profit so far in 6 months. Should I do it or no? Needed thoughts.
Put ~$1.17M into MSFT. 29 days later walked away +$340K. 🫡
Ban bets Nintendo to $16 EOY and MSFT to 500 (when it was at 367) guy here. Ban bet to $25 by EOY.
free tool where you can enter any S&P 500 ticker and compare its historical performance
MSFT - bought the dip June 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
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?
Mentions
MSFT ATH soon NVDA ATH soon MSTR ATH soon Are you starting to notice a pattern?
Had people crawling out of the woodwork to clown on me when I suggested MSFT was a screaming buy near an all-time low valuation. Position's up 22% now. Accenture up 41%. Salesforce up 28%. And like, I'm generally bearish on the overall market, but you gotta buy low and sell high, people.
Wait is my view tripping or is MSFT crashing or mooning?
Did I miss something with MSFT or why the Clifford down?
> Amazon has some of the highest SBC out of any company What's your source for this? Based on my calculations, AMZN has SBC Of ~2.7% - significantly lower than many others tech, e.g. PLTR is at 15%(!), Meta at 10%, GOOGL 6%, MSFT at 4.3%...
\> You expect past performance to be indicative of futur performance But... I don't lol. I'm looking at the growth rate, which is forward looking. It's actually the opposite, you're looking backwards. I pointed out that it's growing at insane rates, gave a reason why I think it's doing so (IE: anecdotal evidence), suggested that it still has a large room to grow, and that the investments actually make sense at these levels (ie: anthropic is reaching profitability). Re: the selling shovels (nvda) - Anthropic isn't the one buying GPU's by the millions. It's the hyperscalers (ie: MSFT & AMZN). Of which... both reported reaching profitability on their DC capex. Anthropic doesn't even buy GPU's... it rents them from the hyperscalers and sells a service. They also reached profitability. That means the shovel sellers are profitable, the shovel buyers are profitable, and the people using the shovels are... also profitable. The entire thing is looking profitable to me with massive room to grow. Yes - the trade was funded via trillions of dollars worth of debt (ie: hyperscalers) - but its looking sustainable based on everyones recent ER's. It's worth significantly more than $500b lol, there is already well over $100b being spent on consuming AI services.
MSFT not being a pile of freshly deposited human excrement for once?
Good investment, a Cayman billionaire called Kenneth Dart has bough 30% ownership of Flutter 18% shares + 11% TRS cash settled swaps and he also bought 5,8% of Draftkings a few weeks back, he also owns 30% of Evolution AB the largest B2B casino provider. I don't know if he is just pure speculation or has information but I guess no one knows what a supreme court would rule but these people usually don't loose... If we just look at any country apart from the US, prediction markets either exist under gambling laws and regulations like the UK or outright banned like Brazil and Spain etc. Anyway in general isn't gambling in nature means predicting an outcome? Probably Dart bet is on regulation of predictions and more states legalizing igaming/sportbooks in the US. All countries need tax money especially the US states and gambling with tobacco is the easy tax money. Prediction markets show states that the population gambling appetite is high. These are multi year slow burn play though don't expect a 50-100% bounce back within 6 months. Gambling companies acquired and mainly trade on ev/ebitda not p/s current Flutter Ntm ev/ ebitda is 9,8x I think for multiple countries market leader in any segment which has got big opportunities in Brazil and NA for growth is cheap. Heavily regulated sector so risk is a little higher and different than MSFT or ADBE CRM AMD etc.
Financials, NVDA, AAPL, and MSFT carrying
MSFT lotto calls for tomorrow
Well bag 7s are going down as well and doesn't look like its helping memory this time. MSFT is up mainly due to its connection to IGV and TSLA is always doing its own retarded shit.
Lets not forge the everyday MSFT posts when it was sub $400. Thank god those days are over
yes but people forget, heres another interesting tidbit theres a general consensus that the MAG7 have carried the stock market in recent years MSFT, TSLA, AMZN, and META have all vasty underperformed the index over the last 5 years
NVDA, MSFT, NOW, CRM, all are a few days from confirm massive 14 month RSI bullish crossovers. NOW and CRM specifically from a low RSI base. Statistically this is some of the easiest gains you can get if you wait till 9/1 for the confirmation and buy shares to hold for a year
MSFT at 350 two months ago was such an obvious play in hindsight
I want to believe MSFT will continue ripping to 525 but I can’t trust it
Bro MSFT record of market cap didn't last a Month bruh
Remember when MSFT paid 2.5b for Minecraft and people were losing their shit over how much was paid for a game that was about putting blocks together?
No, but they themselves are round tripping also. As an example, MSFT invest heavily into OpenAI, then OpenAI pays MSFT for cloud compute, then MFST reports increased cloud compute and increase OpenAI stock valuation on their earnings creating a mirage of actual demand for their AI products and cloud compute that is 70% coming from a company that lost 38 billion dollars and only exist because MSFT and others continually throw billions into their furnace. Nvidia is just the hardware version of this, in the sense that they are selling hardware to companies that haven't made a dime of profit off their now 2+ trillion dollar investments.
I am an idiot for selling MSFT at 480, that thing continues to cook
MSFT off Vwap was free
MSFT crossing 500’s
MSFT basing about to break up 👀
MSFT over VWAP is a missle software is popping
MSFT about to be red lmfao
MSFT calls free here
They learned from MSFT
MSFT on Vwap with software ripping def calls
Sadly Nvidia couldn't pull up the semiconductor market. Other than MSFT, no other earnings call has been able to pull the semiconductor market broadly.
Other than MSFT, no other stock earnings has been able to pull up the semiconductor market till date. Not even Nvidia's great earnings.
LOL MSFT and MSTR bers in absolute shambles
MSFT was $349 2 months ago lmfaooo
It’s been a good month to own 400 shares of MSFT
Closed my MSFT leaps let's go 150% macrohard
Do you even market? CRWD, NOW, MSFT, DDOG all up bigly
I don’t want to overstate the reach of the average WSB thread on any given day, which is surely pretty small. But retail investors own something like 20-25% of the large-cap S&P500, and possibly more like 30% for high-tech stocks like NVDA, AAPL, MSFT. Less than institutional investors, but a sizable chunk and more than enough to influence prices. They’re also about 20% of daily trading volume. It’s a lot higher in a post-Robinhood, post-WSB, and post-COVID world. Under-estimation of the size and influence of the retail market is *part* of the reason meme stocks like GME and AMC had their explosive moments a few years ago. I’m not saying it’s simple to manufacture another viral moment like that (especially not with giant market-cap tech stocks), but don’t discount the size and power of the retail market at large.
MSFT huge fucking dump wall at 588, made it drop to 583 instantly the fuck
Pump MSFT and PLTR guys
MSFT likely to come crashing down and take SPY with it
MSFT going Shrek God status
MSFT mooning others selling off, tale as old as time
MSFT TO 600 sounds really good
Attention all Ram holders were moving into MSFT!
MSFT back over $500, all is right
The market cap is really hard to justify, especially with OpenAI, AMD, Intel, Google, MSFT, etc all trying to build silicon to displace them.
If OpenAI goes under and can’t pay MSFT back that is a bad investment for MSFT but I think the real problem here is that MSFT and the other tech players investing money are the only things keeping OpenAI and Anthropic going. It is a fragile system where if one of the tech players can no longer continue pumping money in the whole thing might collapse . . . in a healthy system, a well performing company has so many sources of revenue that losing one isn’t catastrophic Allowing these investments to be spun (through accounting gimmicks) to appear as “growth“ created the incentive structure that allowed this nasty situation to develop. The SEC really dropped the ball and they can’t act now without triggering the recession. The question now is how many tech players slowing their investments does it take for this to collapse. OpenAI and Anthropic are never going to pay these loans back because they will never be profitable . . . they are doomed as is this bull market
I'm just asking for +5% meta, +5% MSFT and +10% NVDA today. Thanks
MSFT basing into open 👀
[I'm not an accountant, not even close] Also, MSFT doesn't get paid, they gave compute credits to OAI that get used over time. I don't know if that gets booked as top line revenue the way OP is imagining.
NVDA: LET’S FUCKING GO!! AAPL, META, MSFT, GOOG: no
wait for the next un-reasonable dip on a commodity or stock and buy leaps. See MSFT, META, GLD, QQQ(under 700) etc
MSFT about to pump🚀 Jobs data 8:30
How can MSFT claim $30b in revenue? Seems like the auditors will have something to say about that.
i've had enough of taking L after L with bag 7, tomorrow I am dumping all my AMZN, MSFT, GOOG, META, and putting everything into mofo IREN. lets fucken go baby!
MSFT is usually a good "goes down when everything else is going up" play.
Wow software dump, MSFT red, semis green. What is this, May
MSFT being down -1% makes no sense def making up some this move
MSFT down, market up ... tale as old as time
MSFT calls free money tm
No way MSFT isn’t green in the morning I lowkey might by 2x MSFT
MSFT red is so fake Green at open
Who is selling MSFT? I would like to speak with them
Fact: a lot of people in here bought MSFT puts when it popped and are now regretting it
Yes, absolutely. SKHY I think will just print cash the next 3-5 years. But if you want to see if the AI trade is over, look at what AWS just agreed to with Nvidia or go listen to their earnings call. Nvidia is finally seeing their margins drop in part due to HBM4 costs, but they're also raising prices on Rubin by 15%. With regard to AMD... I just don't have a good feel anymore. It went up... 5-6X when I sold, so I was happy there. I've been in Nvidia a lot longer and I've had about 10 different price targets where I was going to get out, but they just keep just growing. I think people are drastically underestimating the long term impact NVDA will have on the economy. That said, as soon as I hear an earnings report where AMZN, MSFT, META, GOOGL, SPCX slow their CapEx, I may choose to exit. I'm not particularly worried about Anthropic given their run rate, but OpenAI is a bit more concerning. I don't think that'll be enough to sink the market though. I'm also looking at Nvidia A100 and I believe it was CRWV that just licensed Ampere(which came out in 2020) for 100M through 2029. That's not proving a shorter valuation on GPUs like Burry has claimed, that's proving the exact opposite(as well as numerous other examples of renting out Ampere or Hopper GPUs, but that's the clearest example).
Guys MSFT is back to red like the good ol days. Reverse SPY right? Every dollar down = $1 increase on Spy. 🚬
Oh so MSFT won’t pump with with everything else but it sure goes down with everything . Fucking 🤡 stock
When the some of the valuable companies like (SPCX, MSFT, OpenAI, Google, Anthropic) in the world think we need exponentially more compute, memory and data centers to support their models and have the money to buy and proof of exponential model intelligence growth in not sure how you come to that conclusion.
You mean MSFT, GOOGL, AMZN, ORCL, xAI which account for over 65% of current sales… which one folds first? /s
NVDA has only provided guarantees that backstop 20% of that those customer buildouts and a almost all of of that capital will lent by major investment firms. Most of which will directed towards purchasing NVDA processors. It’s a brilliant use of the company’s balance sheet. Meanwhile MSFT, GOOGL, AMZN, ORCL, xAI are over sixty-five percent of sales. If any of them develop liquidity constraints you don’t need to worry about NVDA, you need to worry about the whole market imploding.
I mean as long as GOOG, AMZN, META, and MSFT are raking in cash from their core businesses, then NVDA's going to get paid. Those 4 tried Jensen's Coke and they are addicted.
It doesn’t matter if the company is going to continue to blow earnings out of the water? They’re literally caught up to APPL and MSFT dude.
yes I bought the top, was thinking of selling my goog at the bottom to buy MSFT at the top.
Yo, MSFT. What the hell?
Over the past 5 years SPY has outperformed AMZN, META, MSFT, NFLX and TSLA
MSFT saved the market last earnings for a couple of weeks and now daddy Jensen. These legacy stocks are so pivotal even if their own stocks are shit to play , market feeds off them
One customer represented 16% of the revenue last quarter for NVDA according to the ER? Has to be MSFT.
And INTC, MSFT, Nortel…