Reddit Posts
Got $10k saved up. Is MSFT at $385 an absolute steal right now?
If hyperscalers like MSFT, ORCL, META, AMZN, etc are down 30-40% semi conductor stocks can’t continue to go up! Says JPM’s Chairman of an investment Strategy Michael Cembalest.
$450,000 USD on MSFT + NFLX. Funded entirely by META profits 🥳
Hands down, MSFT is the worst fucking investment I have ever owned
my MSFT LEAPS exposure as of July 9, 2026
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
Liquidated all positions: Sitting on $1.2M cash for a 2026 macro restart. How would you deploy this for the next decade?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
MSFT update – holding the bounce, but still under pressure
Microsoft's $2.5B bet might solve AI's biggest enterprise problem
Weighing MSFT plays, straight shares or a long call
The AI capex numbers are getting hard to ignore, but I can’t tell what the market is missing
The move of $MSFT into physical AI is a transformation that warrants a buy!!
MSFT - Bearish Cup & Handle Pattern - Next $342.
Almost lost everything. I promise not to be stupid again…for now 😂
MU stellar earnings = SOXX ⬇️ MSFT & AAPL bad news = MAGS ⬆️
I'm retarded. Have a feeling this will go down even more.
MSFT, META and AMZN are generational buys right now
Any big balls betting on hyperscalers before the Q2 earnings?
Top stocks hitting 52-Week Highs/Lows - June 25, 2026 📈 📉
POV: You've been buying the MSFT dips for the past months
If you're not buying MSFT/MSFU at these prices what are you even doing?
MSFT and NFLX are cheaper today than April Liberation day last year
Instead of investing in dying companies you get in on one of the Mag-7 at really low value.
Microsoft is now cheaper than the April 2025 Tariff crash, yet TTM EPS is up 30%. Huge bargain
Market rotation is becoming obvious but retail is still stuck in old narratives
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Micron Price Target Analysis Part 2
📓 Daily Brief: Theta Gang Goes To Wendy's
Mag 7 selloff: real risk or just oversold panic?
Is it over for $MSFT. Microsoft Office is going the way of Adobe.
AMZN Extremely Undervalued
SpaceX stock tumbles 16.4%, shaving off most IPO gains since debut
What's might be driving todays fall for Hyperscalers like GOOGL META MSFT AMZN
AI is disruptive. Individual companies have never been more volatile. What’s the argument to not just buy indexes?
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
MSFT around $378. Falling knife or finally reasonable?
What do you think of "forgotten" tech stocks that are past their peak/cultural popularity?
Genuinely what on earth is going on with software right now? This is completely unhinged.
The AI trade is starting to look like a copper trade too
22% down on MSFT calls, scared, should I sell?
I have lost every position I've taken since june started.
$QCLS Photonics = Multi-Bagger Swing Potential: Solving AI Computing & Fundamentally Underpriced
MSFT Dec 2027 400C, who else loaded LEAPs this week?
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
somehow, MSFT opening tomorrow like
That is all i need to know about SPCX
New midweek expiration dates getting approved by regulators
Holographic/VR/AR Industry Development Weekly Report, Week 23
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
Mentions
This, I’d put money elsewhere. Even VOO will probably significantly outperform MSFT over many years , company just isn’t working on the hype side which does matter
I'm actually blown away that MS has lasted this long. Nobody in the industry wants to use MS products, they're just there for legacy reasons. And nobody new wants to get involved with their pig pen (no excuse for the filesystem and registry, it's like a meth head went to town in there) of an operating system. They don't have to be as bad as they are but the whole place screams VPs infighting competing for resources and bonuses. So you can put lipstick on a pig and pretend that the place gets along with each other. But they've been buying their way out of their managements incompetence for years gobbling up things people did want to use that wasn't a product of MSFT itself. I personally think MSFT is long in the tooth. It was an amazing ride but their new capex spend is the crushing blow to avoid them at all costs now. They were never that solvent in reality on their own feet and now they're launching into a thing where people still have no idea how to make profitable.
Xbox and PC segments are a small parts of their business, that's not how MSFT makes money nowadays. They make most of their money from Azure and Office 365, which are continuing to grow at a healthy pace. I'm not worried about data center buildout at the moment, since hyperscalers can just sell this compute as part of their cloud offering, which is very lucrative and in demand. Even if openai/anthropic go bankrupt, there're tons of orgs in the world who use cloud, including the emerging need for hosting their own LLMs for internal usage. There's a reason Meta is planning to go into this business too.
It's certainly a lot better than at $450, but I wouldn't call it a steal. However, aiming for a steal price might be exactly why many fail to open a position in the first place, and then watch the price grow from there and regret they did not buy it. Don't aim for perfection, aim for good enough. Historically MSFT has been trading around 35 p/e, today it's at 22. A good price to open a position.
That doesn’t mean MSFT can rely on OpenAI long term. OpenAI will have to charge based on what compute costs them. Having your own model can reduce that AI model cost.
Please look up the "generational compounders" from the 1940's, the 1970's, the 1990's, and the early 2000's. You'll notice that almost no companies generationally compound for more than a few generations... Not to say MSFT isn't an amazing company, but it's got plenty of headwinds. Xbox is struggling. The OpenAI tie-up is unwinding. Windows/PCs may look very different as smartphones continue to grow in capability (mostly iOS and Android).
I like MU better than MSFT. If MSFT had their own competent AI models so they don’t rely on OpenAI for their business AI assistants, then I would be more bullish on MSFT.
Pray for no axios till tuesday then, if market crashes on monday, MSFT will be up
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $400.00 (above) | $380.06 | $385.08 | +5.2% | Jul 23, 4:03 PM | | **Record** | 1W - 0L | 100% | - | - | - |
This ”Bill Gates pie in face” is a best video to watch right now. 3 LEGENDS shove Gates proper cream pies to face like MSFT shoves red on your portfolio https://m.youtube.com/watch?v=iK6SS8CXYZo
Taking your advice and buying MSFT
Stock market is a chaotic and unpredictable place. You can never know beforehand wheter the market will go up, down, sideways. Except MSFT being red of course
I have checked my star charts and moon tides. Monday's rotation will be into AI. MSFT -5%.
What do you call a piece of bread that bought $MSFT? >!**Bag**uette!<
$MSFT is the best hedge money can buy
Because MSFT doesn’t move like that, last two times it moved 15% or more in a trading week was 4/2015 and 10/2007. There is a reason it has a low IV. I don’t sell CC over earnings.
MSFT is making bad choices left and right in their gaming divisions ..
OK, so what would your move be if in that one week period MSFT jumped 15% or so and your covered call was at risk of being assigned? Would you just buy to close the cc?
Wars on! MSFT bols rejoice!
I feel like a dumb fuk full ported MSFT before close am I cooks?
There are ways to lower your risk. I am very risk averse also and buy deep ITM leaps on MSFT and then sell Deep OTM weeklies against it. The Theta is 0.03 so it is costing me nothing right now. It allows me to capture the upside $1 for $1 with less capital at risk.
> Any moron could have looked 5 years ago and said “wow Google makes a lot of money. I am going to buy Google stock” > > > I’m referring to the ten year period . Not five > And in 5 years you would have more than doubled the performance of the S&P500 on just vibes You weren't in the post that I originally responded to but if that is what you meant so be it. That has been the premise of my responses because based on that original idea of Google 5 years ago based on your original comment a company like Microsoft dramatically under performed. My point mostly still stands. Even among mega caps in 5-10 year windows there is the potential to massively over or underperform. I personally just took a hodge podge of the biggest companies (MSFT AMZN AAPL GOOG AMD NVDA among some other individual stock picks I like and balanced it with the index funds. So I have diversity among my individual large cap picks as well as a safe fallback with a healthy investment in index funds. Obviously keep doing what works for you. No part of this is me trying to convince you that you personally are doing anything incorrectly, I just think your line of thinking isn't going to be the best way to approach things for *most* people who invest.
>And yes I did think Microsoft was a good buy at the time. And to be fair while Google and Amazon outperformed Microsoft , Microsoft still outperformed the S&P Are we referring to the last 5 years directly from today? Because if we are that isn't the case. the S&P nearly doubled MSFT in the last 5 years, unless the price charts are lying to me. >My point is that there’s a difference between “beating the market by researching companies you have string conviction in” as opposed to “just following Bloomberg acronyms” I suppose I understand what are saying but the statement you made did a bad job of presenting the level of risk that comes with attempting to beat the market through research and conviction compared to the alternative. People recommend the "following acronyms" method because it's easy, safe, and barely puts you behind the indexes. where as researching involves a lot of research, and clearly even at the top end a lot of risk, despite there being potential for a lot more reward as well. I think the advice of the original poster of this chain is that for the vast vast majority of people, simple index investing is enough because the amount of time commitment to do even the minimum level of proper research into even the biggest of companies to consistently win against the indexes probably doesn't warrant the additional effort and risk compared to the simplicity of autobuying an index and forgetting about it for decades that yields extremely safe, and relatively comparable results to an index.
50% of my port is now NVO at $38 and MSFT at $400 cost basis
If you missed the META train you can still hop on MSFT
They do have cash flow just not cash on hand. They are spending money now, but will still produce cash flow. Even if you aren’t a fan of the hyper scaler, you can still look for other companies in the market. You don’t need to invest in the hyper scalers by any means. Just looking at MSFT last year for example, they hand like 30B on cash & equivalents on hand. Spent around 64 billion on capex. Still generated 71B in total FCF. If these companies cut capex, will end at some point, they still generate a ton of FCF.
My 100 shares of MSFT support this trade
I dumped MSFT over 24%. The red was too hard to ignore when I could be making green myself.
tbf he’s not referring to MSFT as a cyclical, he actually bought MSFT LEAPS last week when it dipped into the 350s
next Thursday my port has the opportunity to go up or down 5% thanks to TSM and NFLX but I care more about MSFT and NVO in about 3 wks those two are so undervalued and earnings are highly anticipated.
So bullish on MSFT and CRM
Open AI is like a proxy state of MSFT. This will be the first time Apple gets involved in a conflict with MST is long time. Might lead to some retaliation.
Coincidentally MSFT is up roughly .50 from november of 2024 You might be onto something with that .5 thing!
MSFT can suck my 0.5 inch cock
If you gauge the quality of a stock by its short term price then you don’t know what you’re talking about. It is currently very cheap, I DCA in MSFT & its a not brainer, its extremely cheap to where its traded (22-24 P/E Ratio w/ a 31 average trailing P/E without any major macro changes, its capex related but demand is so high that all the cloud/compute spends ROIs heavily & Azure is fantastic) I’m happy to hold it for the next few years and its a great price to DCA.
It's not pure luck though. One of my early strategies was to buy individual stocks that I noticed were held by the best performing index and mutual funds. For example, I bought AVGO, MSFT, GOOG for those reasons and they grew exponentially. I didn't just YOLO into crypto.
**BanBet Lost** — /u/Yokeyoyo (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $384.53 → $400.00 | +4.0% | 3d | Lost |
**BanBet Lost** — /u/justlosinmoney (3W - 1L, 75%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $391.62 → $405.00 | +3.4% | 1d | Lost |
Its only silly when you cherry pick examples. Any moron could have looked 5 years ago and said "wow Microsoft makes a lot of money. I am going to buy Microsoft stock" And in 5 years you would be half of what the S&P 500 is in that time frame. Anyone can sound smart when they pull specific examples with hindsight but if you picked incorrectly on which of your seemingly incredibly safe bet megacorps you invested into under the same premise as what you use in your example one of them beats it badly and one loses badly. And I'd be willing to bet at the start of that time frame most people would've told you MSFT is a way better stock to buy at that time than Google. Same goes for Amazon in that same time frame. Less than half the return of the S&P 500. Same with Netflix, back when all the talk was about FAANG. Netflix obviously isn't the same as these others but they were viewed as a market staple stock not long ago. It always seems just peachy when you pick the example that works. If you used the same logic and didn't happen to pick the one that works you left a lot of money on the table.
Still waiting for MSFT to come retrieve this laptop that's older than one of my teenagers...
history would suggest now is the time to buy MSFT
I think I’ll leave this thread for good, stopped gambling and have been doing monthly index-investing for a while now. Thank you list: Google spread guy, controlthenarrative, Oil barrel guy, donut DD-guy in 2025/7, the guy who put life savings to Tilray on top in 2020, Intel-nana guy, MSFT ragepost guy, Greg, the guy who full ported life savings to Fake Meat company at the absolute top
I think I’ll leave this thread for good, stopped gambling and have been doing monthly index-investing for a while now. Thank you list: Google spread guy, controlthenarrative, Oil barrel guy, BIRD yolo guy, DNUT DD-guy in 2025/7, the guy who put life savings to Tilray on top in 2020, Intel-nana guy, MSFT ragepost guy, Greg, the guy who full ported life savings to Fake Meat company at the absolute top
I see the chat sentiment, leaning towards GOOGLE and MSFT on stability, moats and footprint. Remember that software companies can really shrink if the 5 yr growth contracts. I would go with NVDA and Amazon for their structural advantages on IA compute and logistics. Better numbers visibility. Second, I believe it's a question of who comes first close to AGI, and dominates the game. Highly unpredictable.
Netflix will become the next paypal. It's a dead stock. I am with you on the MSFT calls tho
with more demand on codesign chips like TPUs from Google, Maia from MSFT, i don't see how capex could be dropping, but i've been wrong about a lot of things
TL:dr... Microsoft Copilot is the best Ai chat, model whatever on the market. Hence their stock rotates between market and AH printing. Gotta count all those tokens. The fastest I've tried is ChatGPT, but it's very overpriced. Copilot came in second. Very reasonable price that depends on your personal and/or business relationship with MSFT. The best imo Anthropic Claude is 3rd. I don't trust them before and after their security exposure. Gemini was the slowest but the best for a holistic Ai SLoP experience. I have access to the highest available models. I use them extensively for everything except 🌽 and stock moves cause y'all regarded. p.s.: I'm convinced the FED uses MSFT to hedge.
Everyone here holds MSFT, which means it'll require a lot of us to sell before the stock rises (since stocks tank when we buy, and rise when we sell)
This seems like a bad idea. It will be interesting to see how it plays out. Starbucks can afford to create an internal enterprise software and infrastructure team but I don't know if it will be cheaper than 400 million. I'm sure their grand plan is bigger, but based on this headline, it's a total flop. Replacing an inventory app and a maintenance app is only going to be a small amount of that 400 million. They're using Azure, D365 Finance and probably a million other Microsoft tools. So maybe they replace D365 but unless they can replace Azure, they're still going to be paying a lot to Microsoft. And replacing D365, if that's what they are thinking, would cost a lot. I don't even know. Starbucks is a huge operation. I can't really guess the size of the team they'd need to build it, roll it out, maintain it, etc. Just for them to implement a new software - like go from MSFT to SAP would be tens of millions. If it goes really well or really poorly, it will definitely influence other companies. But it will probably just do what so many large software projects do - start out all happy/friendly until the first few budget over-runs and then get all ugly until it finally dies.
Everyday I’m more and more happy I sold my MSFT options and bought SNDK instead.
You don’t sell MSFT for a loss, you just don’t. You cost average. You’re mad at a quality stock you bought hovering near all time highs. You fomo’d into this one, and will probably be mad when it blows past your cost basis. Some fib retracement levels next time and look for targets to buy in on, on high quality stocks instead of a feeling next time. You’ll sit on your hands better and not take a pointless loss
Skill issue. I bought MSFT in the 90s when it was $20.
I don’t like MSFT but I did get Netflix
#We can put a man on the moon yet we can't get MSFT to have a green day LMAO🤌
Own 30k in Netflix and 30k in MSFT stock and bought 10k worth 73c weeklies today on Netflix up 10% looking to ride a pre-earnings wave, sell the calls before earnings and ride the big green Netflix and Microsoft dicks over the next 2 weeks. Am I a genius or am I fucked?
Just for MSFT only, so it can go down
MSFT is going to do a META & go up 15% in 2 days, when no one is expecting.....
>Tomorrow - MSFT -3.5% market open on weekend?
Open AI getting sued by apple. Hmm how will AAPL move tomorrow? Tomorrow - MSFT -3.5%
I like the MSFT. Am in too https://preview.redd.it/yauiyxiapich1.png?width=1170&format=png&auto=webp&s=e48cf605985463ef0d90a9512def915dd5639c20
Bro as chronically online person you gotta know NFLX is ass and everyone pirates stuff nowadays, but MSFT is besties with the gov and big orgs so their moat is solid, should have just yolod microslop
MSFT is the most successful company that I have been hurt the most by in the past. Runnerup being all the times I've felt Google was massively oversold. Best of luck to you friend. I hope you make a whole lotta dosh
God I love my MSFT position; I love poop and eating poop too
Maybe that’s why MSFT said they are doing their own in house AI? They knew a shit storm was coming
How fuck is MSFT? Since aapl is suing openAI
Magnificent 7; Apple, which you own, is one of them. They're essentially American ''big tech''. It's Nvidia (NVDA), Amazon (AMZN), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Apple (AAPL), and Tesla (TSLA). Avoid Tesla because it's extremely overvalued. The remaining 6 are great investments if you're willing to buy them and hold them for a long time. Since they're already very big companies they won't grow too much relatively, but you can be almost sure that you'll make a pretty solid % profit in, say, 5 or 10 years
classic MSFT sep-oct pump cycle, everyone gonna fomo in right before the rug pull
Xbox CEO joins Federal Reserve. Me thinks, this revolving door spinning at MSFT and Governmental agencies - is bullish 🐂
I invested 60k in MSFT yesterday before market open on the dip.
NFLX and MSFT keep kicking me in the ankle. “Who could go wrong with these two?” I got LEAPs like an idiot.
I already missed take profit of 40K on a MSFT 425C. Even if it does go up, somehow they'll figure out how to steal it from you.
I also was too scared for leaps. But I'm really happy with my avg price for MSFT shares right now. long game.
Reporting anyone talking about MSFT and SPCX for discussing pennystocks 😇
Of course, everyone knows MSFT is an inverse of the market
What about MSFT puts? Can they keep those?
Ive got 340 shares and 2 calls on MSFT, Im in
Tomorrow MSFT is red like always
Any headline, MSFT is red, this shit is fucking funny.
Lol. Wasn't a large one. Kinda just picked the tech that didn't go up and went "maybe". Didn't work as well for MSFT
Yep this is exactly where I was at when I sold 600 shares of AMD at a loss for $110 last spring . Sell it now so that you can set MSFT free for everyone else.
Yep, I bought the dip on MSFT yesterday morning before market open.
I bought MSFT at 30. My first individual purchase. I kinda wish I had held it long term.
As much as I love seeing the double polo wearing freak eat shit, my MSFT bags don’t like this.
OpenAI is working on a GitHub for AI agents, so that code doesn’t live in GitHub, rather in this new OpenAI owned product. Creating a ticketing app like Jira and documentation app like Confluence is basically a joke now. It’s more like system design problem rather than software problem. But the bigger problem is they are built for humans, not agents. If you use Codex at work or to code, you will see that it is slowly integrating IDE, CI/CD visibility, Plan document as the primary documentation, etc. I don’t know where the roadmap is for these frontier labs, but it definitely doesn’t stop at creating and training models. OpenAI/Anthropic want to be your super app. For a Tech Org, this means OpenAI wants to own the whole development cycle of your product, end to end. And if you saw yesterday’s announcement, they want to go way beyond software development, breaching barriers between idea and product. From my personal experience, as a full stack engineer or more like product engineer, I haven’t touched code or an IDE in last 1 year. GPT-5.6 Sol has been terrifying since yesterday as my unemployment is now more closely visible. MSFT is the only safe bet. Everything else is from an era that has zero relevance today.
Yeah, a little $100 billion blip that could end up leading to nothing if OpenAI gets sued into oblivion or simply doesn't win the AI race and becomes the equivalent of Yahoo to someone's Google. Which would also reduce MSFT's stake to being worthless.
In my 401, like $80k is set just in either Nasdaq or SMH-esque funds. But I sold out of the hyperscalers in my individual investing account as I'm mostly day trading at this point with that, and I'd rather day trade stocks with better volatility. Yes, somehow I'm doing something both more conservative yet more bullish at the same time lol. That said, I had a MSFT position I liquidated after the $350-$390 climb. I've generally avoided META. I would not mind picking up AMZN again as I'm firmly seeing them as the safest of the hyperscalers long-term, but also they're the one expected to to go FCF negative first, so I'm not in a rush.
They pretty much have to. Borrowing more money at these interest rates is not really an option. I'd expect META, MSFT, and AMZN to all follow suit if Google already did.
MSFT going to get annihilated by association.
Have you considered applying for MSFT CEO?
Is that why MSFT is cooked? Starbucks roasting their beans too long again...
bro another MSFT downgrade today lmfao. this truly is msft downfall ---> the next paypal
I think the main reason for META's recent rise is their plan to operate as a hyperscaler. They can both sell Muse Spark as a service and sell excess compute capacity. AMZN and MSFT had already proven CPU based hyperscaling was a lucrative business that even GOOGL joined the party. We've seen SPCX join the AI hyperscaling party along with many neo clouds and supply cannot keep up with demand. With all that said, I decided to exit my META long position (several years) today. While the social media empire is amazing, not sure how I feel about so many changing tangents. Plus I have enough exposure to them through QQQM and VOO.
No, they actually have the best case scenario with AI...they can just pretend they have AI and ride the hype without all the insane CapEx spending eating into their FCF like MSFT and META Meanwhile they just go shopping for whichever LLM gives them the most bang for their buck. They dont have to be #1 because thats not their core business, just a perk.
$MSFT next spike to 450 like $META today Watch big Q2-earnings spike of $MSFT coming
When $DELL demand spike, means all Dell PC runs using Windows OS from $MSFT, means big revenue for $MSFT on coming earnings spike Either PC, Cloud, datacenter hardware of all Dell runs using Operating system (OS) from $MSFT $MSFT print big earnings in few week
Was up 9k then lost 6k then threw the rest into MSFT calls