Reddit Posts
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
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
Mentions
MSFT puts cuz its a piece of shit company that makes a lot of money
When MSFT is green you know your port is getting its bootyhole punched in
MSFT green QQQ red theory holding strong today
MSFT only up 3%? That’s a super quick back and forth (if that happens)
MSFT bros were right all along... why didnt i listen
MSFT LEADING THE WAY, SPEAK NOW YOU PIGS. Don’t you hide!!!!
I knew something was wrong when MSFT was green at the same time as SPY. It never lies. MSFT up means market down.
MSFT has truly become a market indicator
SPY puts to hedge market downturn ❌ MSFT calls to hedge ✅
When MSFT hit $500, the market is over then
imagine selling MSFT yesterday at $377 thinking it's over
MSFT = https://youtu.be/lRwRbspHrtE?is=\_oXu6SeNgTserD\_U
MSFT actually going to try for $400? Easy puts if so with the way it performs
I made a “growing but mispriced” screener in my E\*trade platform. SAP is one of the few names that has shown up for the past few weeks. The screen only pumps out a few names when I run it 🤷♂️ I’m already in MSFT and ADBE so no more software for me and I am not bag holding those… yet https://preview.redd.it/hwfhgyvnmedh1.jpeg?width=1103&format=pjpg&auto=webp&s=1348db3de0fe0ac61717a51707fe0f3d887de13b
I have QQQ and MSFT they are never green at the same time... Is my hedge
MSFT just inverses the market atp
Sold my 2 MSFT 0dtes for 260%. Helps ease the suffering from SMH.
MSFT up 3%, thats why the whole market is dumping now
Holding both MSFT and NFLX calls, I’m cumming.
MSFT with that regard strength
LOL MSFT haters in absolute shambles
MSFT truly is the anti-market stock what the fuck
Up 250k on my MSFT calls yum yum imagine doubting Nutella lmfao
Out of semis and all into MSFT and AMZN lol
Up 11k today thanks to MSFT 🥹
Meanwhile MSFT at $380 make it make sense.
AAPL and MSFT come back. Just like the old times 🥹
Poet seems to like the MSFT news 👀
ive been using MSFT as an inverse for SPY for the past few weeks and its been pretty reliable
MSFT about to have a freak 10% day off no news fucking piece of shit stock
Better get in the MSFT pre earnings rocket ship before it departs
MSFT 420 and I forgive you forever
MSFT looks like it’s going to have one of those random 5-10% days
MSFT shreking. Our bagholding days are over
Memory money ---> MSFT
MSFT knows we don't care about no IBM
Cramer just spoke on MSFT and said “MSFT BAD” Hammer the thrusters, gents
Okay, MSFT wants to go up
MSFT trending back up, market is fucked.
MSFT trending back up, market is fucked.
It's starting fade It's because MSFT is green isn't it
only a matter of time before MSFT goes red
I see MSFT green and i don’t trust this pump
today will be the day MSFT touched the sun
Come on MSFT.... you show them!
In 10 mins MSFT will go red downt worry memory bols
Wtf with that $4 pullback on MSFT
Please Warren Buffet in the sky, give us a 10% MSFT Green Day
MSFT up 1% and Market is green too . That cant be right
MSFT whats wrong with you? MSFT: ladada Elmos world
Can someone explain why it seems like MSFT and the wider market are inversely correlated? It no longer feels like a tech stock, it’s treated like a flight to safety in a way other similar businesses aren’t
MSFT will close red today
I’m in SPCX NFLX and MSFT. Living on an absolute prayer right now
Is today finally the day that MSFT puts it into gear and goes on an absolute nuclear run??
we are not safe until MSFT goes red
MSFT on green means everything will go red, bers are feasting tonight
I feel like MSFT is rigged against me
She’s a 10 but she’s a MSFT bull
Ask Chat GPT to create you a graph of the 150 day moving average ( MA) price and compare it to the 150 days moving average price of the sector . If the sector is down but MSFT's moving average line sits above the sector's MA it's a buy but if it's below put your money elsewhere. This is going to indicate whether the money is moving into the sector or moving out . If mircosoft is out performing it's peers it's worth a punt ; if its under forming the sector average price put your money elsewhere and ask Chat GPT to create the same graphs with other stocks you are considering until to track a winner .... this is pretty much what the big players do when deciding where to shift their money to
to maximise your profit / mimimise your losses, you should consider shorting MSFT (around 50 stocks) on 7/29 during the earnings call pump
Lmao MSFT will find a reason to go down, i never get my hopes up
If MSFT hits $390 today, I will break up with my French girlfriend and get a Spanish man
$MSFT boys this POS needs a well deserved run
MSFT big green dildo so we are fooked
Sees ORCL, IBM, and SAP and keeps praying for MSFT. Better hope their SaaS sales growth didn't slow or stop. You have hope if Azure rockets on revenue and RPO.
Cut your losses and go into something that moves. The worst thing you can do is stay in a bad trade. Get out. If you want safe buy XOM, CVX or JPM you will do much better. MSFT has zero chance of doubling any time soon.
Yeah, of course. Of fucking course MSFT is down pre-market. Why fucking wouldn't it. Fuck my goddamn life dude.
That just depends on how good your eyes are. I can agree with you when it comes to being able to properly allocate, but if you’re emotionally sizing and selling out of every 10% dip just to buy back into the same company, you are not doing the version of your thesis. It’s one thing if you sold out of MSFT at the first -10% and went to a different company instead. It’s another if you sell out at -10% watch it pump 5%, buy back into it, watch it dip 10% sell out, then repeat that cycle. You’re just donating your capital to the market makers. And if you can allocate over those years in that weakness your original investment becomes dwarfed by future contributions and your time to breakeven drops dramatically.
Bro, I think MSFT is literally one of the top 5 companies in the world, but look at it. Down over 20% YTD and like 25-30% from last year's ATH's. Literally everyone has used a windows computer. Everyone has used MS office. Everyone uses websites hosted on Azure. They're literally growing their revenue by double digits which is insane for a mature established company. They have 100's of billions of backlogged Azure demand. And yet they're down that badly. I believe in MSFT. I just don't want to get my ass pounded if they're due for another 10% fall because the market is unhappy with them.
scams am did them dirty , people are just in denial. MSFT legacy business will never recover
I mean sure, if MSFT didn't go all in on AI
IBM is an example of what is to come with MSFT. Use this information how you will.
Bury went long on MSFT
Damn. These Indian CEOs have all stopped delivering. MSFT, IBM, Adobe... Hopefully googl won't shit the bed next
Everyone is always talking about moats like that is the only way to run a business. Software Companies don’t really have moats not in the internet era. Even before AI Google/MSFT could just pay software teams to copy anyone’s product. You acquire customers and you retain them. That is the core of business. Anthropic has found a shit ton of customers and if they keep shipping better models those customers will stick around. They ship expensive models like cable and cheaper models like haiku. Customer usage patterns will evolve but they can also adapt.
My old ass uncle was bragging about investing in MSFT back in the 90’s while we were out on his houseboat for the 4th. Told him he’s a stupid fucking bagholder lmao
#If MSFT has another red day I'mma call cops LMAO🤌
MSFT investors are here for a long time not a good time 🤣
I use *en* dashes quite frequently because I read Strunk & White and an early age. When I type on a keyboard, it gets stylized as an '--'. If I type on the Reddit mobile app, it gets processed into '—'. I personally enver use *em* dashes because I get lazy (namely, three characters instead of two), but despite agreeing that that may be a red flag, personally, I think this is clearly not AI for many reasons: - There are several clear typos that an LLM would not make (i.e. the use of apostrophes in the wrong place for a possessive) - More gratuitous use of commas than an LLM would use - More liberal use of non-standard abbreviations such as OAI - Formatting errors that a LLM would not commit (no space after "GPUs,CPUs". - Use of capitalization for emphasis (LLM would use markdown) - Shifts between somewhat lazy, succinct bullet-point style text to longer-prose (which is natural) - Non-standard formatting such as "100%+". - Initial metrics provided using non-breaking lines instead of bullet points or checkmarks and Xs. Now, I disagree with the OP's bullishness on ORCL, and he clearly took some effort to format his post, which most users do not do. But there's no doubt in mind that this was not written by AI. When most people reflexively say "AI slop", I think heuristically they mean "there are elements of this that are similar to the output of an LLM" without considering all the elements that are not. As for ORCL itself, I think it's reasonable from a forward P/E valuation standpoint and has a lot of upside/growth potential if it ever converts its backlog into real revenues. But it also checks too many of my red flags--insane debt (especially compared to sector peers), negative FCF, highly negative momentum, execution risk, low margins, concentrated risk in single party, history of optimistic forward guidance, and bearish sentiment in the overall sector in general. There's a world in which I think ORCL delivers positive returns, but it's one in which GOOGL, MSFT, and AMZN also do as well with much better risk-adjusted returns, and I'd rather just stay invested in those names with leverage.
I’m going to give a very unpopular opinion here , but with that amount invested (<$1k) there is no point in diversifying. You are honestly better off putting it into one stock that you believe in and has solid fundamentals (I.e. MSFT), deleting the app and coming back in a month. The nerds on here saying “VOO and chill” likely have tens/hundreds of thousands invested, so for them a boring 15% return is very good. 15% of $560 is basically nothing. Now’s the time to take risks, especially when everything is down . Just my 2 cents
I use *en* dashes quite frequently because I read Strunk & White and an early age. When I type on a keyboard, it gets stylized as an '--'. If I type on the Reddit mobile app, it gets processed into '—'. I personally enver use *em* dashes because I get lazy. Personally, this is clearly not AI for many reasons: - There are several clear typos that an LLM would not make (i.e. the use of apostrophes in the wrong place for a possessive) - More gratuitous use of commas than an LLM would use - More liberal use of non-standard abbreviations such as OAI - Formatting errors that a LLM would not commit (no space after "GPUs,CPUs". - Use of capitalization for emphasis (LLM would use markdown) - Shifts between somewhat lazy, succinct bullet-point style text to longer-prose (which is natural) - Non-standard formatting such as "100%+". - Initial metrics provided using non-breaking lines instead of bullet points or checkmarks and Xs. Now, I disagree with the OP's bullishness on ORCL, and he clearly took some effort to format his post, which most users do not do. But there's no doubt in mind that this was not written by AI. When most people reflexively say "AI slop", I think heuristically they mean "there are elements of this that are similar to the output of an LLM" without considering all the elements that are not. As for ORCL itself, I think it's reasonable from a forward P/E valuation standpoint and has a lot of upside/growth potential if it ever converts its backlog into real revenues. But it also checks too many of my red flags--insane debt (especially compared to sector peers), negative FCF, highly negative momentum, execution risk, low margins, concentrated risk in single party, history of optimistic forward guidance, and bearish sentiment in the overall sector in general. There's a world in which I think ORCL delivers positive returns, but it's one in which GOOGL, MSFT, and AMZN also do as well with much better risk-adjusted returns, and I'd rather just stay invested in those names with leverage.
Bro, if you have any interest in owning MSFT long term, now is the time to get in. It is literally 38-39 points from its 52-week lows. It's only down because of the AI money burn there tech companies are going through. If I wanted this long term (I own in it an ETF) I would buy now and forget it. This will most likely split again in the future at some point.
First, make 3 girls at the same money, then put it all in MSFT 😎
i mean UNH took 1 year :P thats not that quick haha Yeah overreactions tend to correct, but depending on how presuasive the new narrative is, ppl are waiting for 'proof' that the issue was fixed, and that comes from new ERs in the next quarters. So could take 3 months, or 6 months or more. META and MSFT for example are still down from their ATH. SaaS, despite showing good growth for 2 quarters, is still down YTD etc. Other dips were faster, last year ASML was down and within 1-2 months it rebounded and then proceeded to double. So it depends, its hard to guess.
What is your highest conviction play ? (outside of MSFT puts)
> The fact that these companies are now renting out capacity is telling. That is effectively the hyperscaling business. AMZN and MSFT have been doing this for 15 years on CPU based compute. For AI, it's just a shift to GPU baesd compute. The business is so lucrative that GOOGL and ORCL also joined it.
You could've just said you invest in MSFT so we would know youre an incel instead of writing all that.
deep ITM leaps on MSFT and rolls into SPCX at $80