Reddit Posts
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
Anthropic S1 - solid Growth. Encouraging direction..But ... Extreme Client Concentration and $450 Billion commits: The hidden operational Debt anchor
Anthropic - solid Growth. Encouraging direction...can they be the Google or SpaceX of the market?
Anthropic S1 - solid Growth. Encouraging direction but what about valuation? Inside Anthropic's Pre-IPO Financials
Anthropic S1 - who is ready to Buy the absolute top of the AI hype cycle. Inside Anthropic's Pre-IPO Financials
Dell is up over 200% in a year while almost everyone actually buying the racks has been getting smoked
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Forget the distractions, the AI trade hinges on Metas earnings report this week
We have now entered the next phase of the AI super cycle and here are the likely winners and losers
MSFT options collar: Avoiding constructive sale designation and understanding if strategy is sound.
If you had $100k to put into just one stock, what would you pick?
How do you think about holding concentrated positions after big gains?
The AI capex boom is increasingly a bet on AGI, not current economics
Bearish thesis on Microsoft ($MSFT): My DCF model indicates extreme overvaluation due to AI capital intensity. Tear my assumptions apart.
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
3 ways to invest in OpenAI and Anthropic (pre-IPO)
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
Microsoft - Going Long / Burry is going Short
I Bought MSFT, Betting Against Michael Burry
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Apple-Microsoft Correlation Analysis and Option Strategy
My Earnings IV crush story on MSFT and sharing October data
Apple and Microsoft Correlation Analyses and Option Strategy
AI Rotation from Harness to Model: How To Play It
$NOK & $MSFT are Bringing Agentic AI Into Telecom Network Operations
Why so little discussion on the capability of AI models in investing subreddits? Isn't it the most important question right now?
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
44k from META since selling MSFT a month ago
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Value / Margin of Safety Stocks to Consider?
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
Nebius ($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
Mentions
Remember META was up like +7% AH after earning then the next day it dumps hard? Lol MSFT is next
Good report. Glad I bought more shares in June when everyone was on the GOOG band wagon and dunking on MSFT at $360. The people on this sub and WSB don’t understand the concept of buy low sell high.
indiscriminate low-vol algo dump. both $MSFT results were pretty bullish for neoclouds and $GOOG has no relationship with $NBIS
1. Everyone on investing subreddits are pro MSFT. If you look at all those dumbass "what stock should I buy threads" MSFT is almost always one of the top answers. 2. A cherry picked bottom aside, MSFT stock has been between mediocre/bad for a while now.
MSFT guidance seemed a little ambitious
Still hope for MSFT to grow more?
MSFT as likely to hold this pump as Sarah is to call me back
Excuse why is MSFT falling, is really GOOG dragging the market 🥀?
Can someone TLDR the MSFT earnings for me please
MSFT numbers were stellar
Still feeling good about those MSFT calls?
Hahaha I told you guys they would kill off the green dildo during the earnings call for MSFT. Dogshit piece of shit company, my puts are going to print :)
I got a 2 bagger going on my MSFT leaps with like 2 yrs to go. Thinking about getting out I don't think it has a leg up in it.
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B
theyre laying off all the time, the question is will they match MSFT magnitude layoffs
MSFT CAPEX $38.37B est. $45.93B GOOGL CAPEX $51.36B est. $55.78B What part of this shows an increase in CAPEX? Please enlighten me
MSFT gotta be lying who tf even uses Azure
MSFT growing more or nah
MSFT still has a chance to break 555 or nah
Google and MSFT spent less then estimated on CAPEX, they are slowing down
Yeah I mean it's Google. They were saying this same stuff about MSFT for half this year
There’s been a pattern with the top tech companies. Everyone was doing well and GOOG was doing bad, eventually it came back. Same with AMZN. Then, MSFT was doing bad and everything else was up. Prob not the best DD but noticing this pattern made me some nice money!
Why MU/SNDK down 2%. MSFT is up 4.5%
Google and MSFT didn’t increase capex dude did you fucking read any of the reports? Go and fucking read it and come back wtf are you even yapping about your just making shit up
Google is down because it missed earnings and MSFT is up because it didn’t. This has nothing to do with CAPEX, are you redsrded
Low key hilarious that GOOGL/MSFT are getting cunted for both spending too much on AI CapEx but also for missing AI CapEx spend projections
Lmao I was laughing too and then I logged in to my account and saw all those Service Now shares. At least I got some MSFT, KLAC and TMUS and those appear to have had decent earnings. I luckily sold all my Google shares yesterday so I dodged that bullet at least.
My MSFT puts are toast lol.
MSFT see Azure Q2 grow 49% . God dam
on the MSFT call, they said AAPL is ghey
$MSFT back in the big dog yard.
MSFT saving the world again 🐂🐂
MSFT 4T marketcap imminent
MSFT is just fucking apex predator energy honestly
I got 2/3 earnings bets correct today. Got burned with NOW but got GOOG and MSFT right. So not complaining as long as I am winning more than half of my trades, the rest I just cut the losses.
refreshed app 10 times already and my hands are shaking typing this on my cracked phone screen. why did sundar do this to me. i was up 4k yesterday and now im staring at red pixels thinking about my vape juice budget getting cut. ai hype train derailed into a ditch and i am stuck in the wreckage holding heavy bags of MSFT and GOOG mixed together like a smoothie from hell. maybe sell half? no wait hold until monday. actually sell everything and touch grass. lmao who am i kidding i will buy more puts tomorrow morning before work starts. this portfolio is a crime scene and i am the victim and the suspect simultaneously. check price again. still bleeding. god damn it.
No they didn’t have shit. Why is MSFT up then?
MSFT is the only hyperscaler left standing because of the low-low bar they've set of not going FCF negative by instead firing half their workforce.
GOOG and MSFT perfectly balanced
Why you regards buy GOOG when MSFT has had 10 straight amazing quarters
they didn't cut capex, Google's miss is related to TPU delay, full year still intact and expect capex to rise significantly in 2027. MSFT is related to lease accounting change. All hyperscalers are increasing capex in 2027 even ORCL.
MSFT did 58B in operating cash flow. That's fucking insane
So what were googl and MSFT CAPEX guides?
MSFT has shown it can monetize AI with their 365/CoPilot revenue. The worries that GPT ads and Muse/Dot agentic is cutting into Goog ad revenue is rearing it's ugly head again.
Ohhh no MSFT down from 5+ to 2.5+
Don't think MSFT will hold up, either.
Guys chill MSFT luckily saved us
Same thing was said about MSFT, look how that turned out.
MSFT management team meething: Good thing that no one uses Bing anyway.
Yeah but I got some lottos to see what happens. I think it can continue to rip upwards tomorrow but we’ll see. I just need to MSFT CEO to say some right things to pump the stock
Here's why you're wrong: * Massive speculation. The companies with high forward PEs or revenue multiples today are doubling revenue YoY. This isn't speculation. * Unsustainable business models. MSFT, GOOG, SPCX, and others have already proven AI is profitable. Stop armchair quarterbacking what you can easily read with financials. GOOG's profit margins INCREASED before ANY mark-to-market. All you read here are non-accountants and FUD telling you what you just typed, but the actual people making decisions have the proven track record of EXCEPTIONAL ROIC. Stop believing Redditors living with their moms. * Drying up of capital. Just FUD. There is zero shortage of people willing to take buy the debt. In the past week, NBIS $3.5b, AVGO $63b, SPCX $40b, META $95b. * Interest rate hikes. This is the SECOND most laughable point. In 99 to 2000 rates moved from 5% to 6.5% in a year. Today we're still WAY less than either, paused hikes today, and are smack in the middle of historic norms. Plus today's inflationary pressures are supply side with oil. Just because rates increase doesn't mean crash. It's NOT a light switch. It's a stock by stock investor by investor decision. * Disappointing earnings. **THIS IS THE MOST LAUGHABLE. AS OF SEPTEMBER 22 86% OF SPY BEAT EARNINGS! WHAT ARE YOU EVEN REMOTELY SMOKING.** AJG and AON just both commented on how AI is increasing their efficiencies and profits.
MSFT earnings call has started, dont tank the market pls.
MSFT about to hit -10% as well once they serve up this load of bullshit on the earnings call. My MSFT PUTS WILL PRINT!
MSFT capex is a bit different since the majority of their compute come through leases
Between MSFT proving that market likes less cap-ex and googl getting murdered because cap-ex it's kinda a worse-possible situation for them.
Oh baby slow down. My roth is 100% MSFT. 🍆
wait what, didn't MSFT decrease it?
GOOG & MSFT are still spending a shit ton of money on AI infra. Really just another confirmation.
$MSFT gonna tank too, worry not fellow bers :happy: :happy: :happy:
lol I told you guys MSFT won’t hold the candle. RED by open!
Did the market just jump from google to MSFT
I only made $300 on MSFT but glad I made it
Zero chance MSFT closes tomorrow green
Lending is getting scarce and more expensive. But the demand for chips hasn't decreased. Goog capex went up, MSFT went down. SPCX recently announced more data center capex. All in all, it probably hasn't decreased, but MSFT been building data centers for longer so was in better position to reduce.
Don't worry, MSFT will dump too tomorrow.
It feels like good news sparks less discussion than bad news lol. I bet the Google thread will be the one at the top of the sub and not this MSFT beat thread.
MSFT dying too..still green but
MSFT will dump and GOOG will pump 😂
Whoever said MSFT put…fuck you I hope you’re broke
Detailed earnings recap: MSFT good. GOOG bad. Do what you will with this groundbreaking analysis🫡
Yes this is exactly like when MSFT missed earlier this year and META missed last year and eventually they recovered. Google makes half a trillion in revenue each year this is the most obvious buy the dip opportunity of all time
Seems MSFT is lowering CAPEX?
MSFT has corporations and Google has schools that have no money. I know that’s not all it is, but that’s what I think about.
MSFT call holders fucked by NOW and GOOG
If you missed the MSFT boat a few months ago, GOOG is your opportunity to buy low.
Imagine selling MSFT at the bottom.
MSFT gains already giving up?
MSFT is going to rebuild the hype during their call and everything will go back to normal.
Everyone that sold MSFT in the Spring is coping hard.
There goes MSFT too
MSFT gonna bail out CRWV, just watch
I had puts on MSFT, and calls on Google. Fml