Reddit Posts
So it turns out that a year ago the bears were RIGHT: AI is cannibalizing Google Search
GOOGL: Everyone Was Bullish Yesterday, Now Google Is Suddenly Dead?
Oracle is backing off from cash burning. Will more companies follow?
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.
Mentions
AI stocks are down as GOOGLE, MSFT didn't do enough capex this quarter, and GOOGL, MSFT are down as they are doing so much capex and will increase capex more next year. I can happily PAY market this Tuition fee if it can explain the reasoning behind it.
The stock has been weak for months, now we know why. The hedgies always know when things are turning to crap, and stay away. GOOG, may be the canary in the coal mine, the other AI stocks and hyper scalers have been very weak as well, besides MSFT which is just a beast of a company.
I would have bet amazing money it was MSFT but yeah.
Reddit was shitting on $MSFT and pumping $GOOGL. You should not be buying google yet.
if all these cry babies would stop talking about goog, algos might go to something else like MSFT
I bet everyone touches a Google product multiple times a day. Management said their numbers met their expectations (they don't forecast anything). The company with growing profits and profit margins (before mark to market), 25% revenue growth, and still dominant products (including search and media), is a buy or strong buy at anything near 20 PE forward, which it is. GOOG is this month's META or MSFT.
MSFT i knew you would come back for me
Yup - whichever of the MAG7 is trading at lowest PE (was GOOG, then MSFT) is likely the best priced for entry.
If MSFT breaks 530 then all bets are off cuz I think it will rocket up like crazy
Reddit 2022: "META ded" META 2026: +591% Reddit 2025: "MSFT ded" MSFT 2026: +49% Reddit 2026: "GOOG ded"
fuk bro i aint pick up enough MSFT at 520.
Same sht as MSFT. Overreaction. I was loading up in the 300's and look at it now. Not even a year later.
GOOG might keep getting pounded for a while here. when the same thing happened to MSFT I loaded up too early and it kept nuking. Gonna wait it out for a week then fill my boots
Remember when MSFT (or maybe META? One or the other, one dumped, second ripped, pair trade) nuked for 5 sigma VaR event earlier this year? It broke Blackrock's Aladdin lol The biggest companies in the world have volatility like shitcoins used to have.
lol whoever dumped the overnight/pre market for MSFT before it opened to retail should be put on death penalty for treason against the American public.
Yup, MSFT offered a quarter of their entire force buyouts. This is after already cutting positions last year. Expect this to keep happening across the board in tech.
Lest we forget the MSFT year of hell…
MSFT owns the corporate desktop. It’s a powerful proposition to sell chatgpt into that. Companies are freezing salaries to pay for their employees to have chatgpt
The duality of man. Also fuck your calls. That being said I have MSFT leaps which I'm annoyed are getting dragged down by goog
It is funny that tsla is up while MSFT is down.
I thought MSFT was up after earnings what happened
Come on MMs, MSFT doesn't deserve this.
GOOGL is getting so much attention that nobody is talking about MSFT bait and switch on earnings was up 6% from the close yesterday after hours, now down about 7% from that AH peak to end up down \~1.25% from yesterday's close
It happened with MSFT and META already... But it only works until it doesn't
$MSFT falling knife...falling to 400ish
hoping MSFT dumps to like 510
Meta went down, Google down, MSFT down. Evidence to pick up amzn calls. Do whatever with this information
would love to see MSFT 515
MSFT $350 META $550 these would be juicy prices 💯🫡🤨
You guys look at CRWV inside sales greed and fail to consider Bill Gates selling so many MSFT shares he has 1/10 of the wealth he should have today
lol the MSFT bait and switch after earnings, dear god
Let me FOMO into MSFT real quick here.
MSFT all the way back to Oct1 2025 lmao. We have started up a free time machine!
Bought MSFT calls right before it went from 526 to 520 👌👌👌👌
If MSFT dumps on these amazing numbers then AMZN will have its reckoning tonight
Fuck me did I sell my MSFT puts too early? I sold them for a 80% loss lol.
I shorted MSFT before earnings and I’m Green now lol
So GOOG META MSFT NVDA and semis are all shit now, that seems reasonnable
The Goog/MSFT ratio has swung too far to the MSFT side so now people have to sell MSFT to buy Goog. It's just the way it has to be.
RIP all MSFT call holders who haven't sold at 9:30
Even MSFT managed to come back from the dead months ago. It'll be a piece of cake for Google to recover that 11%. Not saying it'll be this week, but shares or leaps are obvious.
it's possible. i don't know the future. but i can analyse the past and make predictions based on those. companies like Google, MSFT, META and so on are too big to fail at this point, they can afford a "kick in the nuts" every now and then, and recover fairly quickly. nothing in this earning reports tells me that Google is failing as a business, the worst you can say is that they aren't growing as fast as people expected.
$MSFT cannot escape the level of equity derisking that a -12% $GOOG day has on large funds. They will be pulling money out and pouring into bonds purely on this
Did MSFT just fuck over everybody?
This market is so dumb, of course MSFT was going to need to use debt for it the CAPEX is almost completely eclipsing earnings.
Ah shit, I had not even checked on MSFT, I am just staring at my GOOGL loss in disbelief lmao.
MSFT: Cloud demand increased 🟢 GOOG: Cloud demand increased 🚩
MSFT always goes red after earnings
Tried telling you guys yesterday that MSFT was going red but you wouldn't listen
MSFT really bringing spy down
I would like to report a terror attack by theta gang on MSFT
MSFT really went red after pumping so hard all AH
The market fucking hates MSFT LMAOOOO
So. And where are my MSFT gains of last night?
So what the fuck happened to MSFT?? Lmao
even MSFT coughed up its gains.
I need to mentally consider the human centipede before us. So, MSFT bets heavily on OPENAI, a bit in ANT, owns stock rents GPUs to for 'free' to them for the stock. Buys GPUs. Reports unrealized gains in stock as 'profit'. Goog invests heavily in $ANT and $SPCX. Circlejerks them with funding for it (while also competing with them directly in both neocloud and AI developemnt). Reports unrealized gains in stock as 'profit' and then gets fucked over when SPCX stock drops. AMZN massively invested in $ANT and OPENAI. Reports unrealized gains as profit. Funds both, also reports their unrealized gains as profit. Semi GPU names (AMD/NVDA etc) also circle-jerking the AI company funding to infinity, reports GPUs they gave the money to buy to the companies that bought them as profit. So, $ANT is IPOing? If they drop or even flat like SPCX shit is gonna go boom isn't it?
Even MSFT down now. This market is cooked
MSFT having empathy with GOOG going red together, such friendly sight
Goddamn, MSFT bols really got blue balled. LMAO
Just realised the QUAL ETF (*QUALITY STOCKS*) does not hold any GOOG. But it does have MSFT, AAPL, META and NVDA There's a lesson in there
Loading up on AMZN AND MSFT
MSFT calls would have printed if GOOG didn’t spook the market
I sold all my MSFT and dumped it into Google yesterday I deserve this
sickening stop loss and fear hunting on MSFT to start the day lol
>I would not be a buyer at these levels. MSFT is where all the money will flock now. Perhaps AMZN depending on what they report AH. GOOGL started learning what AMZN and MSFT found decade ago - cloud compute hyperscaling is a lucrative business with high margin, stickiness and consistent and depedenable pre-contracted revenue. Cloud is going to catch and surpass search. Money was made on GOOGL in past 20 years based on search. In next 20 years money will made from GOOGL based on hyperscaling.
MSFT is back to neutral. I dont understand why
GOOG doing so bad its dragging down MSFT too LOL
MSFT went red for a bit. that was sick
Drilling the fuck outta GOOG and AMZN. And what did MSFT do bro 😭
$MSFT back to 400ish range
MSFT with the tank to hit stop losses
MSFT maintaining becoz of the GPU supply problems. So they are kind of increasing , just no GPU to buy .
MSFT will end red today.
Same thing applies to MSFT shedding 60000 employees, but it went from $350 to $546 around! Market is cyclical, get into when low is my idea and I follow
MSFT: we're positive FCF and look profits *Immediately raises bonds after earnings
MSFT puts will print tonight 100% on that news and fear in the air
MSFT and MU would like a word
Yes MSFT always inverses rest of market.
We need to separate bearish and doomerism - repricing the stock isn't a doom scenario. It's about justifying valuations and we pay a premium for Google because we expect a certain level of growth if expectations are missed then we need to re-value future growth, maybe from 25x P/E to 23x P/E. That's still pretty high, just not as high. And then we may look elsewhere (MSFT or AMZ) for a better future return. You can't command a premium, miss expectations and expect prices to remain stable.