Reddit Posts
OpenAI confidentially files IPO paperwork
I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?
AI bubble to pop soon because of SpaceX IPO?
Meta weighs big equity raising after blockbuster Google deal
Comparing Cash Flow Valuations Across Leading Tech Giants
Big Bucks, Bigger Bets: Who’s Winning the AI Money Pit?
Need this MSFT call to go well. Broadcom has ripped me
Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
AMD’s price has massively detached from forward earnings expectations
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$NVDA and $MSFT have great moves coming forward
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
The SaaSpocalypse is over - 50k+ in gains on SaaS Names
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
Held MSFT, wonder how much I can squeeze out of this. The itch to sell is real.
SaaSpocalypse > SaaSdemption - back to ATHs? Including MSFT
Beyond the Hype: My "AI Meets Atoms" speculative basket
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Where's that college kid who bet MSFT would be at 450 in august
I am sorry about my previous dd calling the top: I was wrong. But there is more to the story
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
Ultimate DD: MSFT is the best stock in the word because they OWN ALL OF YOU
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
MSFT + RDDT: THE BOUNCE IS BACK, REGARDS
Guess the point where I enabled margin and started playing with options. 🤔
Many of you wanted to know my next move: You should probably short META
It’s SO fair! I LOVE you all I LOVE you all!
Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
It’s not fair! I HATE you all I hate you all!
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Can someone explain the investment thesis behind space stocks?
MSFT will make bank off of OpenAi IPO. Simple math
Experiment to explain regards to stop losing money on earning bets using weeklies
MSFT looking attractive after this overreaction selloff
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
Why the app you’re using should be a stock you own ($RDDT)
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Back to back days of huge volume in MSFT after hours…
AAPL at $302, 36.6x P/E. Can AI justify the premium?
This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?
big tech's $350B AI capex is returning about 18 cents on the dollar
I have been buying up MSFT and NOW for the past 2 weeks. Microsoft sitting at such a low PE was crazy
I tracked recent Congress stock trades - here are the most actively bought stocks this month
Fired my old fart financial advisor, stopped swing trading, started taking profits, started buying the dip (PT. 2)
Tech strength today looks concentrated in semis and mega caps
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Pigeons are pooping right $NOW and $MSFT won’t allow red days or red meat
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Holographic/VR/AR Industry Development Weekly Report, Week 20
Everyone thinks $GOOGL is over valued. Does it mean it’s still under valued?
OpenAI IPO at ~$1T: Microsoft turned $13B into $228B. Now the real question is whether they hold, trim, or quietly watch their moat erode.
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Cerebras's $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.
Mentions
If you've lost money chasing memory stocks, don't feel too bad There's suckers out there buying MSFT calls and holding the stock since $542 (last October) LOL
MSFT red = we pump today. Lmao Sorry MSFT holders
What's wrong with MSFT it only goes down
MSFT 500c 1w dte anyone ? 🤡
What we always do Minion, sink MSFT
Stop shorting QQQ or SPY and just short MSFT. All it does is drill
Honestly wtf is wrong with MSFT lmao
TOPC is best in theory, if only it wasn't so tiny. S&P500 with companies capped to 3% max. So NVDA/MSFT/APPL are all 3%, and its per-company so GOOG+GOOGL gets capped to 3% too. Also half the cost of XMAG, and in 15 years 3% cap still makes sense where as XMAG list may be silly.
Nvidia, MSFT and Servicenow can go eat a bag of dicks.
Honestly, relax and give it time. For MSFT, I don’t know when the turnaround is, could be oracle’s next earning this week, could be another half a year to a year, but it’s not going to be an issue For META, wait for its AI revenue to show up at next earnings for the direction to flip
I really don't understand MSFT. The EPS is expected to be 16.79 but the forward P/E is still around 22. All of its competitors (AMZN, GOOGL, and AAPL) are trading at at least 1.5x higher than Microsoft. Yeah. Holding a bag that expires soon.
This entire post reads like it was generated specifically to trigger arguments from MSFT and NVDA holders
Have you used MSFT lately?
Back to ATH’s just for MSFT and META to remain flat at best 🤡
Honestly no, I think this proves that Mag7 is officially dead. The market recovers and these bags get heavier and heavier. I don’t know what can make META or MSFT go up at this point.
All these buy ratings and target price raises yet MSFT has been ass for more than a year
$MSFT bols are we going to be ok?
Hope so. Need MRVL and MSFT to absolutely pump!
how does MSFT pull this shit during a tech rally brah
Guys tomorrow MSFT pumps 10 % right ?
I’m in the same boat. Honestly wish more people were talking about MSFT. Seems like they have posted positive news for the last few weeks just to get one spike and then fall apart. Hoping it rebounds real soon.
I truly hate MSFT and META with a passion, literal hot garbage their price movement makes no sense at all
I’ve sold some MSFT calls at 500 for mid July that are oddly still negative. Someone thinks it’s going up
Nah, SaaS trading at below 10 times P/FCF are not. Meta and MSFT are not. Even the once most overpriced PLTR is now cheaper than SpaceX's market cap. The street really needs to come out and just say they don't care about valuation and fundamentals.
$MSFT will have to do *starts fappin
One morning, all longs woke up and decided to sell their stocks - all on the same day. It wasn't hedge funds quickly selling shares so they can lock in some profits on their short sales. It couldn't be that! $MSFT is 77 million shares short at $400 per share = $30,000,000,000 outstanding on short interest. A 1% drop in price produces a $300,000,000 gain.
Your instinct to swap out QQQM is solid, but maybe not for the reasons you think. VOO already has heavy mega-cap tech exposure (NVDA, AAPL, MSFT are ~20% of VOO). Adding QQQM, SPMO, and VGT on top of that gives you massive overlap — basically your whole portfolio is US large-cap growth. Swapping QQQM for AVUV (small-cap value) and VXUS (international) would actually diversify you. AVUV gives you exposure to smaller companies that are historically cheaper and have higher expected returns (the Fama-French value premium). VXUS gives you non-US exposure, which reduces your country-specific risk. For the remaining "growth" allocation, VGT already covers tech. You could drop SPMO as well (it's momentum factor, which overlaps with growth) and just hold VOO + VGT for US, then add AVUV + VXUS for diversification.
Do anything but hold GOOGL MSFT AMZN calls apparently
Buy MSFT and sell Covered Calls. It appears it is going to trade at this price for the next 20 years.
It’s all basically the same. **Nvidia alone makes up nearly 12% of your entire portfolio**, and just four stocks (NVDA, AVGO, MSFT, AAPL) will be over 30%.
I'm bullish on MSFT but it just hasn't been performing so well recently
Bears should just trade MSFT. That shit only goes down
Google was 1st, then Meta, next will be MSFT.
At some point MSFT will run. And when it does it won't stop for a year and a half. But not today... not today....
Man you really need to take any gains on MSFT calls, was up 20% and now I’m at break even
MSFT needs to come out and say it’s not raising capital like GOOG. Market is getting spooked by all this capital raising by these mega cap giants. Both GOOg and META have done it and are being punished.
Does this been MSFT about to run up?
you people picking on MSFT while AAPL dumps on their annual hype show
MSFT you fucking dog.
Watching my GME call worth almost $50k get absolutely buttfucked when it fell from the high to sub-$100. Went from up $45k to in the red all because I wanted to hold to expiration. I cried. It was a wild week though. Sold on the bounce for $10k profit tho. Funny enough, just watched my MSFT go from +$45k to even in the last 7 days. Fucking stock.
Mkts r gonna rotate outta semis tmrw and into stocks like MSFT, amzn, google to hold up the sp500
MSFT calls bought on Thursday for me
Its when the current price of a stock has a higher RSI when compared to the previous time it was at that price level. I don't see it at all in MSFT, though
Sell any MSFT that is down and kill that debt. You’re paying waaaaay higher percentage than you’re making from any stock holdings
Yeah...I have a position and I thought, hey, it's down, but it's been up before, why does everyone say MSFT is shit? And then I bought my first share and now I understand.
Imagine owning a shit company like MSFT 😭
MSFT doesnt stop dumping. it dumps every fuckig day
MSFT could be 1-2 years out still. So much negativity around loss of market to Anthropic, Google etc that may take some time to flip
I kind of want to open a position but honestly feel like MSFT is more likely to rebound first.
I shouldn't care either but it sucks to see indexes and all other stocks shoot up while MSFT inches lower
I dropped out of META and MSFT. META's story keeps getting worse. I bought a bunch more NOW today. I am ridiculously bullish on that stock going into the fall (13% of my port). but if you need liquidity, cut your losses at a standard stopgap.
META, MSFT, HOOD, NOW have utterly decimated my portfolio. I don't know if they'll recover anytime soon or If I'm better off just salvaging what I have left. I mean this is just brutal. MU recovers like 10% and this shit barely even moves
MSFT will never have a green day ever again lmao
META yes but MSFT no bro they're just cooking something real good soon
What if MSFT goes down every day because they're such a shitty company?
NBIS going under 200, MSFT going under 400. Good fuck them both piece of shit
Wait MSFT completed the round trip from 410-465-410? Horrifically bad
I fully believe MSFT is going to make a run in 3-6 months due to some Trump fuckery, but I can't take the red that long. If I was more of a man I would hold. But I'm not lol
a round of applause to MSFT for only being 1% down on a green day
Yea this is right. Google is up there in total compute. MSFT and AMZN beat them. I work in data center construction and haven’t seen the quantity that MSFT and AMZN (and Elon) are building, admittedly. They must be behind in current construction. 😂 people dogging on me though; revising comment to current construction and not total compute. Also still affirming Elon and GOOGL don’t really compete much and it makes way more sense to buy extra compute from him than MSFT and AMZN
Back to business as usual, AI pumping, MU testing the infinite, and MSFT shitting itself
When's MSFT gonna do an equity raise LOL
Made $600 on AAPL puts, while my MSFT calls bleed to death. It was a good day
# why is MSFT dying like every single day?
Nah, MSFT puts will print
#Every morning I wake up and the first thing I say is "let me guess, MSFT is red today" and there it is LMAO🤌
That’s what u get SPY! For letting MSFT prop u up!
Can someone fill me up why MSFT? If we talk about AI, they don't have their own and just deploying OpenAI iirc? OS? Well US president push some EU government to find alternative (Linux). China always had tons of cracked version and even working on their own OS. Cloud is part of the business.i would guess their larger party of the cake? But decent competition out there. Office/teams - steady income that you don't expect much of a growth? The amount of money for maintenance/development while the growth is kinda limited didn't sound attractive. Yes it will for sure be around next 15-20 years no doubt. Contrary, Netflix has a way bigger chance of bankruptcy. So that's a plus
MSFT absolutely ripping up 0.7%
2 straight blue hourly candles for MSFT?????
So did MSFT and it wasn’t commercially viable
Last call for a MSFT on onboarding. Going straight to Pluto with this one ☝🏼
#5Y PERFORMANCE **AMZN:** +46.01% **MSFT:** +59.95% **TSLA:** +102.62% **AAPL:** +139.16% **GOOGL:** +199.88% And some regards are actually balls deep in AMZN and MSFT
Imagine honestly believing in MSFT and continuing to buy lmao
That 1 blue hourly candle on MSFT should hold me over for the next 10 red candles
No one would use MSFT anything if they had a choice.
That can't be right, I'm up 20% on my MSFT calls....thought this company was going bankrupt
MSFT is a boomer stock for losers. No one would use MSFT anything if they had a choice.
Shorting the ever living shit out of this MSFT bounce will make you rich
MSFT just hit rock bottom Sike bitch watch this
It’s year 2035. MSFT, GOOG, META, AMZN operate now under a single stock called BAG4. They dilute every quarter to pay for AI use cases but no one is using them. AMD stock value is $4000 and NVDA $15000. Inflation is 85% and gas is $98 per gallon. Bulls keep saying: stonks only go up, I don’t care about inflation, while living in their car, even though they have 10 million dollars in their bank accounts.
MSFT will bounce of the moving average. Still holding 100 shares! 💎 ✋'s
Jensen needs to pump MSFT like he pumps MRVL
Death, taxes, and MSFT crabbing between $400-$420
MSFT gonna do a weak V?
I'm going all in MSFT if it touches 400
Software is officially dead, even on market bounces it does fuck all. All the NOW, HOOD, MSFT and META baggies show yourself. I have lost so much money holding this dogshit
MSFT $450 and META $711 here. I’ll check back in a year or two.
Why do I even bother with GOOG, AMZN, MSFT when TSLA can pump 5% on a random day for no good reason sigh
MSFT will definitely be ok. I own like $50k and it’s down quite a bit but I don’t care
Looks like market hates apple now and going into MSFT , or maybe because MSFT dropped 65 points in a week lol