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I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
Built the Free All-in-One Smart-Money Tracker
I gonna sell these stocks and they will fly, based on recent data.
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
Stop buying my position and crashing it 🤬😡
Built the Free All-in-One Smart-Money Tracker
Azure +39%, AI revenue +123%, 4th st. beat — stock down 30%. The market has decided capex is sin...
Trimming a +20% semi position to build a defensive sleeve?
Chat will these print? MSFT 12/18 $400C
MSFT Bear Call Spread, 96% PoP but risking 10x the credit — sanity check?
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
Mentions
I think I'm gonna have to hold MSFT through earnings
MSFT back to business as usual
MSFT is truly one of the most retarded stock
imagine how high the market will rip if MSFT drops to $0
Damnit MSFT I was just starting to brag about you
MSFT slowly recovering get ur puts ready
MSFT can say they increased revenue by 1000% but increased CAPEX by 1%, and it'll dump 14%
$NBIS $META $MSFT all have debt $ORCL all bad news priced in. Earnings still strong. 345 to 126 , when all scare at $650 Billion Backlog, loading at bottom here . $MU $SNDK $STX $WDC $QQQ $SOXX all give strong earnings
In case people haven’t realized why MSFT is dropping. Their primary business is shipping oil through the strait of Hormuz
The capex financed by debt, which is now almost junk bond level, means they actually no longer generate any free cash flow at all and are in fact tens of billions in the negative. You’re regarded. This isn’t MSFT or META, it’s a much much much worse gamble for them.
mem bers put holders rolling out of bed right now seeing MSFT red putting their ball gag in ready for another day
MSFT - please sink to the depths of the world for the sake of the rest of market
MSFT weeklies seem like a good buy today.
MSFT is down , that means market going up today
Thank god MSFT is red, I was starting to get worried.
Pray that MSFT has bad earnings next week. If it moons, the market will crater.
Come on MSFT get your head out of your a$$
That's the thing. We think we're smarter on the outside telling them there's nothing there. The question is why would they continue to spend on AI? They probably see something we don't (I don't think Zuck sees anything beyond today). MSFT and GOOG are very smart, and if they keep increasing capex, then both must see something we don't. For MU and SNDK, it doesn't matter what they see. If their capex increases, these two are raking in free cash. MU's capacity is maxed out this year, but it's still raking in a strong net income quarter after quarter. Why? That's MU raising prices while cost remains the same. That money usually flows down to investors' pockets.
And also means MSFT green tomorrow. Same pattern as last week
MSFT is red so the market is safe for today
MSFT being pinned to 390 the same way it was pinned to 420 before its last earnings
If you buy some super high beta stocks you will start liking MSFT
Fuck you MSFT. im so sick of you.
I want to say this pump is fake since the market does the exact opposite, so still thinking we dump at open. However, inverse SPY (MSFT) is red so calls it is.
Stop i can only baghold so much MSFT
All green but MSFT, feels like coming home
Great stocks like MSFT?
Memory up, MSFT down, glad to be back boys
MSFT is the more accurate VIX.
is it me or is trading so easy these day. Red MSFT u fullport 0DTE Semis. Green MSFT u fullport 0DTE MSFT
MSFT doing it's thing lol
I trust this because MSFT is red
**You know what date is on this option?** *No*. **2026. It’s been traveling 68 years to get here. And now it’s here. And it’s either ITM or OTM. And you have to say. Call it.** *Look, I need to know what I stand to win.* **Everything**. *How’s that?* **You stand to win everything. Call it.** *Alright. Calls on MSFT*
Stocks are creeping up. MSFT is red. It's gonna be a good day
Who has to win for MSFT to pump?
The war has restored the natural order of the market; everything but MSFT is green. Praise be to Allah
MSFT red, everything green, natureeis healing.
Everything up except MSFT. Perfectly balanced as all things should be.
MSFT and NFLX always moving together
MSFT better go back to ~405 today
That’s insane, I had MSFT 415 calls go +$40K in May, but I agree it’s a dogshit stock cause I missed it
Premiums for MSFT NFLX are also trash
All MSFT needs to say in their earnings call is they’re lowering their capex by 5 billion and the market cap of the company will add 200 billion
For me, at current prices, MSFT, META, AMZN, Nvidia, and Google in that order. Not touching Apple or Tesla at current valuations.
Should be MSFT TBH. Their stock has been fucked in all orifices, but once they shed the burden of capex, MSFT would soar to stfatosphere.
I only need to check one ticker to know if the markets is gonna be up or down tomorrow: MSFT
Lemme find out you’re chasing memes instead of buying $MSFT 2027 you is gonna be highly upset 🫵🤦♂️
Is the new PYPL. MSFT is the new ADBE. What is the new MSFT?
*** MSFT IS RED *** Super bullish for rest of market.
I want to invest $25k after this July dip. What do you all think will be best long term but high growth ? Maybe strongest tickers who got hit hardest ? Looking at Bloom, Micron, NVDA, NBIS, SkHX, MSFT, WDC, then also considering etfs
MSFT 365 share price
Im tired boss. mentally MSFT has been the most exhausting stock i have ever owned
so tired of MSFT. goes green after earnings im selliong, goes red im selling and moving on
God I know you hate me but pls MSFT to 450 eom
ah yes a green day means MSFT gets fucked side ways here
Insert GOOG or MSFT instead and maybe we can talk
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $410.00 (above) | $396.00 | $393.33 | +3.5% | Jul 23, 11:59 AM | | **Record** | 2W - 0L | 100% | - | - | - |
MSFT is not an AI stock. Microslop is trying to be one, but is just packaging OpenAI into Azure. Basically a cloud provider, that's it
TIL folks heavily invested in MSFT all drive Pontiac Aztek’s. I had no idea!
Plz MSFT, gap up to 410 this week
How are my MSFT calls doing?
Yeah until the ROI picture becomes scuffed. Who in their right mind would keep excessively spending if there is no good returns on the horizon? MSFT is getting bashed for valid reasons. They can adjust and scale back if the market fears are valid.
Futes red, MSFT green? Right?
Blood flat. Uppies it is in to MSFT GOOG at least.
I think MSFT probably will have one last run up to resistance at around $430 and then have a drop like it did in June down to the long-term support at 338. Then it is off to the races and won't look back.
Microsoft isn’t going down to 338 lmao That would be the lowest PE it would have had in decades (20.1) and this is based after its last ER, they have their ER in two weeks which I’m sure will have further revenue and profit growth, so that PE is likely to be even lower than 20. What’s your basis for this for the 338 price target? I see MSFT over 450 in the next month
I might degen into some MSFT calls on minday
I am convinced that MSFT is going to bottom at 338 just before the election (late Oct/very early Nov), then the bull market will be on.
MSFT is good. Meta and nvidia better imo
That's true. Being old and cranky and oppositional, my personality means I capitalize on reverse trends. I also live near MSFT and have been following them since the DOS days, so I tend to bet on them, ride up, sell, then buy in again.
Holding MSFT, you cant hurt me
"Claude will make Microsoft obsolete, I had it make my PowerPoint slides the other day" "Your what?" "My PowerPoint slides, its going to run MSFT out of business"
Yep, bought tons of XOM during Covid. Stock holder since 2009, dripping all shares. Sold all 706 shares at $166.69 this year and bought lots of MU and MSFT at bargain prices during a pullback. Recently purchased CVX instead of buying more of XOM back due to their great yeild and projected higher PT. I am addicted to owning the oils and oil service stocks I guess!
How about 80+% profit margins. Day after day, year after year. When the AI infatuation goes the way of every other infatuation, MSFT will still be making sick margins on capital.
Long: NVDA, MSFT, SKHY Short: direxion 3x long mi dong
MSFT is down 22% from 1 year ago. That's the obvious way to lose. Pretty sure decay still matters though. Especially if you don't time a sell right.
That's fair. I obviously have no way to tell. But anecdotally, IMO Teams is an utter pile of shit. But almost every company I work with uses it. Why? I don't know - perhaps familiarity? That's why Linux never took hold or why competitors to office don't seem to break through. Everyone already knows how to use those products/systems, and very few people are interesting in reinventing the wheel or relearning an ecosystem. You could literally give a typical business executive a product that is factually 2x superior to Word - but if they don't see the usual drop down menus, they likely won't even bother using it. That's what makes this new AI shift different - people don't have to "do" anything. They just ask that it be done. I don't think MSFT will lose dominance until the entire paradigm of business software changes. Until then, we appear to be in a holding pattern while investors try to figure out if that is happening - and perhaps that is why software is like you said, "dead money." Investors are trying to figure out whether the new AI models will supplant the old platforms. And while doing so, they won't grant the old guard the inflated PEs that they've enjoyed for so long.
Got a MSFT $420 call expiring Sept 18. What do you regards think? Hold through earnings or sell it before July 28?
Keep seeing Microsoft Copilot ads online. Calls on MSFT
The three hyperscalers (GOOGL, MSFT, AMZN) are the most important thing to the stock market right now because it is the closest public proxy to the real metric we care about: the gross margins from Anthropic and OpenAI. Those are the surrogates for long-run ROIC for the AI buildout as a whole. If these look good, the capex is justified, EPS growth continues to accelerate, and productivity trickles down to second/third/fourth-order beneficiaries. If not, the bears are right and it will affect a lot more than just the tech sector. The financial sector has a lot riding on tech, as do industrials, energy, etc. The GDP growth in recent year has almost been entirely propped up by the data center broke out.
MSFT's stock price is a reflection of their free cash flow which lowered due to their heavy investments in AI. Fast forward to 2028-30, you'll look back at this stock price and say "I should have bought it back then."
I heard you’re gay if you don’t buy MSFT
My MSFT cost basis is like $30. At this point I am a permanent bag holder until I die and my kids inherit my account. Or Uncle Sam gets most of my profits.
The Microsoft licenses and cloud pricing increases YoY though. Enough to constantly increase profits while simultanously not increasing the prices too much so that the customers still stick around. Imo the only reason it's staying low/flat last months is because people are worried about AI investment flops from MSFT. They're still constantly pumping out new AI tools though like Cowork (not Copilot), but chances are it's not enough to get the AI investment back any time soon. In the long run I'm sure MSFT will get back up though. Pretty much every computing related system on this spacerock relies heavily on them in one way or another, without having the possibility to just switch to something esle.
MSFT was like in $20s a few decades ago. And I am still invested.
I’d say just about anybody who can put 2 and 2 together. If you don’t care about the current market sentiment, or chasing the hype, and if you’re able to see further into the future than just the next 4 weeks, then it is one of the most overlooked big companies out there. META was at a great valuation up until recently too, but MSFT at around $360 was basically a steal. Use your brains more, people.
https://preview.redd.it/oacx9l6lq2eh1.jpeg?width=440&format=pjpg&auto=webp&s=ba05d7a39e282fcaec2c5af02cf43298c7e5d454 me buying more MSFT rn
The one time I stopped trynna gamble and bought 60 fin shares of MSFT like a responsible adult, it fell from 480 to wherever the fk it is now. Sadpepe.img
**BanBet Lost** — /u/MadSkyGlider (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $379.78 → $450.00 | +18.5% | 4w 2d | Lost |
Sold my MSFT leaps like an idiot