Reddit Posts
All BS aside, how’s calls on MSFT looking this week?
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Need to practice option trading with paper money
Who’s ready to burn their life savings this week
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Who’s buying MSFT & AMD calls for earnings?
I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP
MSFT has now overtaken AAPL in market cap.
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Is it normal for the index funds to be weighted this heavily by mega caps?
What are your top picks for the top performance stocks for this year?
Epic V Continues to Show How Little Risk Exists
Has anyone seriously looked at Global Foundries [$GFS]
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting
Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.
The true interpretation of Friday's Jobs Report
A true interpretation of Friday's Jobs Report
Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip
LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!
And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?
If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?
Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?
Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?
Keep an eye on $MSFT (potential put money making opportunity)
If you had $40k to invest right now, what would you do with it?
The NYTs is suing Microsoft and I think there is a profitability play on their stocks
New York Times sues Microsoft and OpenAI for copyright infringement
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
Question regarding this type of Play Option?
The biggest lesson that I've learned in my 10 year investing career.
MSFTs Open Ai will raise funds with valuation of $100B
Mentions
Every red day for a stock is just an amazing entry point anymore. Except for Meta. And MSFT. And AAPL. And NVDA. And MSTR. And fake meat. And pre revenue small cap AI and Nuclear. You know what no one gets a good entry point everyone's fucked.
Right now for me it's Uber, Meta. I'm eyeing MasterCard. And MSFT is looking interesting now too... If Intuit goes much lower it'll be tempting. And I do want me some Brookfield Corporation BN. Argh. Too many choices!
Will MSFT make a comeback today or continue its insane losing streak?
Investing in stocks is a long term game, MSFT is solid, enjoy buying the dip it will serve you well in the long term
My god so many posts about MSFT. Their PE ratio is 32. Their price to FCF is 44. Their P/S is 12. Compared to historical averages of MSFT these valuations are high as fuck. Now you can argue they have transitioned into Cloud and AI, that will boost their revenue, but how much will it boost it with? How much growth are you expecting to justify those valuations? And how much do you think they will have to grow to be valued fairly?
For 2027 LEAPS: META or MSFT? Tell me your thoughts.
You have to be actually retarded if you’re not starting to load up on MSFT here
own the Mag 7 before they were the Mag 7. it's what I did. bought all if them during the slump of 2022 and have beaten the S&P by 100% since then. also take some chances. Put 2k into CRWD and am at 200% return. also buy companies with good fundamentals that got caught in a bad selloff. Put money in Shopify after it fell 80% and got 300% so far. buy companies that offer genuinely good and profitable services. Spotify is at 300% return for me. also hold strong on companies that have good fundamentals and are undervalued. MU was underperforming the S&P when I was trimming my portfolio in Jan 25 (I offloaded AMD, VISA, and trimmed MSFT, AAPL positions), but it just didn't make sense to me. MU P/E was 11 while similar companies were at 20-30. this is back when they were at \~$100/share. "I liked the stock" so I held it. and now they have been caught up in the AI boom really tho, just invest in the giants. AAPL, MSFT, GOOG, AMZN, TSLA, META, NVDA. hell even Walmart has beat the S&P since I bought it. it's not too complicated to beat the S&P. i'm only 3 years in on my portfolio, so it could just be luck, but idk
For a 3‑year, liquidity‑first plan, 67% in SGOV/VGSH fits the brief, but your equity sleeve is both tech‑heavy and overlapping with VTI (MSFT/GOOG/AVGO/AMD already dominate), so you could simplify to one broad fund or tilt a bit more defensive/dividend. Also sanity‑check duration and after‑tax yield against a simple Treasury ladder and set a rebalance rule; VGSH carries a little more rate risk than SGOV. I like to double‑check sector concentration and trend strength with a signals dashboard like Prospero AI, then make the call myself, no magic bullets, just a quick second opinion.
MSFT Green by 0.17% - Quick, take a screenshot. Might be the last time we ever get the chance
MSFT is a great buying opportunity rn. Higher consistent profits than most of the Mag7.
>The Gates Foundation Trust sold 65% of its Microsoft (MSFT) stake in Q3, reducing the position from $13.9B to $4.76B. MSFT has been down like 10% since, the fact 65% was sold, **65%** is crazy to me
God I hope. MSFT on my put watchlist
$MSFT going to follow $META and lose another $500b of the market cap
MSFT value stock soon
I still have no service. I'm at home on wifi now. MSFT 470c 30dte bagholder now. Ty Verizon (stock up 2% today btw)
MSFT now has a lower p/e than GOOG. TYFYATTM
Do I hold my MSFT and UNH leaps expiring Jan 2027 that are currently down 50% or do I sell it all and YOLO into SLV 85C leaps for Jan 2027 at market open?
MSFT META lost entire year so much for MAG7
MSFT is an excellent buy right now. Their balance sheet is a fortress and they print money.
Everybody clowning on MSFT and buying puts thinking CEO Nutella and Microslop is finished. I remember regards here were clowning on GOOG same time last year. So i'm buying MSFT calls.
Now everybody is dunking on MSFT and buying puts thinking this company is gonna die off very soon. I defended GOOG 1 year ago when everybody said its search ad is gonna be killed off by superior chatGPT AI with that its still the dominant search engine on the planet, it has the dominant chrome and its AI is catching up very rapidly (back in Q1 2025) to ChatGPT. So i kept Dollar cost averaging google. Now i'm here to Defend MSFT now. MSFT still is the #1 desktop OS on the planet. Any redditor's anecdote about switching to Linux or Apple hasn't changed the current OS market share statistics. MSFT got a killer cloud and office suite package that just can't be beat. Yes its Pilot AI aka ChatGPT wearing makeup has been called into question but Nadella is anything but a fool. Earlier the announcement of the "divorce" between OpenAI/Altman and MSFT is a clear sign MSFT is developing its own in house AI not reliant on other companies AI therefore essentially a hostage slave to said company (just like how AAPL is now beholden to GOOG's whims). So i'm still Dollar cost averaging MSFT as well as GOOG.
MSFT back to where it was 1.5 years ago. Are we looking at another lost decade
What’s the point of more computing power when their models have fallen behind even MSFT is using claude now. He can partner with zuck on the most unused compute hoarded
Maybe you are right in which case MSFT might go up slightly idk I do remember it tanked 20% when it was around 480 and then bounced back within a month
Thanks to Verizon, I am now officially a MSFT bagholder. It has 29 days to go above 470. Cooked?
Every earnings season, out of the 5 big tech (AMZN, META, GOOGL, AAPL, MSFT) they pump 2, dump 2, and 1 is a wild card. So you just gotta guess which will be which. My prediction is META and AMZN both pump, GOOGL and AAPL both tank, and MSFT wildcard (and I am going to guess it tanks and then rises to flat).
I only need MSFT un my portfolio to complete the trifecta of disappointments. AMAZON and META already pegging me.
Down $10k on MSFT 2028 LEAPS calls. This sucks.
everyone got in on MSFT and META calls today. There is more room to fall for both
MSFT isn't bad value here, its cheaper than GOOGL on expected earnings, and is one of the companies I would say wins no matter what happens with AI
Time to load up MSFT and META. Easy money!
MSFT target is like 650 but somebody didn’t give that news to the market
bought MSFT weekly call for fun, immediately down 20% lol
META and MSFT unable to V here.
how many months before RKLB is worth more than MSFT?
Not all of it but MSFT calls are killing me
MSFT, what the actual fuck
MSFT looking for oil nasdaq. Lmao
MSFT is not participating today. 😵💫
Me to MSFT: "Ya fuckin' washed up, kid!" 🤌🏼
MSFT getting closer to 52-week low than the 52-week high
I think maybe a partial recovery for META but not so hopeful about MSFT
MSFT headed back to 400 at this rate?
What are the odds of an eod recovery for MSFT and META???
everything is recovering ever so slightly here, even META, but not MSFT
MSFT making new lows is never a good sign.
MSFT straight going down lol.
MSFT unable to recover even a little here
God damn it, i might need to average down on my MSFT holding
MSFT and META competing to see who disappoints the most and they're both winning.
Is MSFT a real company with a product and earnings?
hey there, and do you still hold MSFT?
Is MSFT a buy at current valuation ? PE 32 seems good to me
So all organizations stopped using MSFT huh? 🤔
Can’t imagine what MSFT bulls are going through
MSFT might genuinely be the worst stock of all time lmao
MSFT ate too much TB lmao
MSFT is probably the best to buy right now at these prices Almost a steal
Can someone get Jim on the phone and announce to everyone that he’s extremely bearish on MSFT? Thanks
The MSFT beatings these days are pretty harsh
META and MSFT please hold 615 and 460 pls
why people keep buying calls on trash highly speculative stinks like META/MSFT/JPM just full port stonks with valuable fundamentals like $WEN
I’ve been long on MSFT at 507 after it dipped post earning spike. Thought I was buying low. Clearly not. lol AVGO I own calls.
GOOGL at $4T vs Mag 6 peers: | Stock | Market Cap | ROE | EV/EBITDA | CapEx % Rev | |:--|:--|:--|:--|:--| | NVDA | $4,501B | 103.8% | 39.9x | 3.1% | | **GOOGL** | **$3,965B** | **35.0%** | **23.1x** | **20.2%** | | AAPL | $3,833B | 164.0% | 27.0x | 3.1% | | MSFT | $3,562B | 31.5% | 21.1x | 23.5% | | META | $1,646B | 30.9% | 16.4x | 33.1% | At 23.1x EV/EBITDA, GOOGL is actually mid-pack vs MSFT (21.1x) and AAPL (27.0x). The Apple AI partnership is a distribution win, but: 1. **Already priced in?** GOOGL has run from ~$140 to ~$200+ over the past year 2. **CapEx intensity** - 20.2% of revenue going to AI infra, similar to MSFT 3. **ROE of 35%** - Strong but below AAPL's 164% capital efficiency The bull case: Gemini in iOS is billions of users. The bear case: At $4T, you need Cloud + AI to meaningfully move the needle, and search ad growth is maturing. Still investable? The 23.1x EV/EBITDA isn't stretched vs peers. But "not expensive relative to other expensive stocks" isn't the same as cheap.
MSFT trying to brand copilot after dumping so much capex into AI and also buy chatgpt has turned a once cash strong company into a very vulnerable one
WOW... MSFT at May 25 levels.
Your yield-focused concern is valid. Here's the current state of the Mag 6 driving the indexes: | Stock | Market Cap | ROE | EV/EBITDA | CapEx % Rev | |:--|:--|:--|:--|:--| | NVDA | $4,501B | 103.8% | 39.9x | 3.1% | | GOOGL | $3,965B | 35.0% | 23.1x | 20.2% | | AAPL | $3,833B | 164.0% | 27.0x | 3.1% | | MSFT | $3,562B | 31.5% | 21.1x | 23.5% | | AMZN | $2,644B | 23.6% | 17.3x | 17.4% | | META | $1,646B | 30.9% | 16.4x | 33.1% | The narrowness you're seeing is real. META at 16.4x EV/EBITDA vs NVDA at 39.9x shows significant dispersion even within mega-caps. What stands out: MSFT/GOOGL are spending 20-24% of revenue on CapEx (AI buildout), while NVDA/AAPL spend only 3%. The market is paying very different multiples for asset-light vs capital-intensive AI plays. Your instinct to hold cash isn't wrong, when ROEs vary from 24% (AMZN) to 164% (AAPL) but valuations cluster in a narrow band, the market is pricing in perfection across the board.
NFLX, COF, BoA, AVGO, MRVL, META and MSFT basically died today 😂
AVGO and MSFT you pieces of shit
How in the world do traders make money in call options on MSFT NVDA etc, the premiums are asinine you would need serious upward movement to even break even
Classic bull market behavior, rotation after rotation. BTC juicy, adding some MSFT here
The moment I bought NVDA, MSFT and META with my full port they've literally never seen a green day, kind of funny to be honest
Thats what I was doing in MSFT 💀
MSFT down nearly 8% in a fucking week
MSFT unable to find a floor today
META and MSFT have been shit YTD
Anyone else adding META, CRM, MSFT, and JPM?
MSFT has no floor. Literally going back to zero like it's 1985
just as you predicted, MSFT is bankrupt🤌
lol.. everyone of those Mag 7 is going through a withdrawal symptom of -2%. Yesterday it was MSFT.. Today it is NVDA. Who's next? TSLA? APPL?
Should MSFT drop a little more, it’s such a no brainer stock to add to. 450 is the number I have in mind. Hoping for someone to fan some fire to get more of a drop on Credit Card gang ( V, MA, COF, AXP, SYF) to pick 1-2 candidates.
NVDA and MSFT to 0 for no reason let's gooooo
MSFT using AI to drill its share price even lower
MSFT being super bad since past several weeks, killing my port
MSFT to 500 today? just as a prank lol. Please
Yeah, this is the special boy that posts, "just cashed out MSFT At 544, basis was 543.5. took profit."
Well my logical investments like long term MSFT calls have just been bleeding for months
BREAKING NEWS: WSB User Should Have Just Taken the $200 Profits on His MSFT Calls at Close That are Now Red
Bought a single feb20 1300C last week and caught the tail of that 6% pump. Could dump my 10x MSFT APR17 500C and pick up another couple of those ASMLs
Bag holding MSFT calls here
So, I'm down 30% on my MSFT calls. Kinda ready to give up on this turd. Do I switch to ASML?
GOOGL domonance can be explained by MSFT shafting its own consumer base for over a decade, and not AI.
$META -21% off ATH’s $MSFT -16% off ATH’s $NVDA -13% off ATH’s $TSLA -11% off ATH’s $AAPL -10% off ATH’s $AMZN -6% off ATH’s $GOOG at ATH’s
Goog seems like the play right now if there is one. What about MSFT earnings?