Reddit Posts
Buying into fear (or catching the falling knife of Nvidia and earlier MSFT, META, GOOG, etc).
Puts on MSFT tomorrow coz they don't got no clue
Patiently waiting for MSFT to send me my emails
GOOGLE, MSFT, AMAZON, SPCX SERVERS DOWN - Dario about to cash in
Largest Wealth Transfer in History: Panicking Funds → Patient Retail
Anthropic sell-side briefing: key disclosures; is expectations mgmt underway?
I think it's time to rebalance my portfolioI should buy some NVIDIA stock
Name a better investor than Jensen Huang's wife.
After trillions of dollars are plucked out of AI stocks where does that money go next? I think I know
The selloff was an overreaction
Stop looking at QQQ and SPX. The AI trade already crashed underneath it.
WoW Forever. the real reason the ai market crashed today. just listen..
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Microsoft tightens oversight of neocloud data center projects with Nebius, IREN, and CoreWeave
Tax-loss harvest without losing exposure
Am I dum dum or should we not long GOOG/Short MSFT?
We’re in an anti-bubble bubble
How to turn $20,000 into $$216 million with $MSFT in one easy step [time travel involved].
Genuinely scared , NQ could be down nearly 3% by NY OPEN
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
Amazon misses on earnings and holds capex steady, adding to AI spending jitters
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?
Mentions
They sack highly skilled workers and took so long to fix. MSFT have 100k workers
Well make sure you also bake in the huge outage that MSFT has had these last 12 hours into your DD
Isn't the ongoing MSFT outage a little more serious than the constant pontification about Jensen's wang?
I wonder would it be possible for him to return, but in a "figurehead" role? Like similar to when Bill Gates was chair of MSFT.
MSFT said "next update by 8:30 AM UTC" more than 15 minutes late on it...
I've been using outlook for work pretty much every day for over 20 years. Don't recall anything like this happening before, where the cause of an "outage" on MSFT's end was not very quickly identified and corrected. Not saying it hasn't, it just hasn't happened to me.
Get out it. Buy MSFT or something
Sorry but a full day outage without being able to determine the exact cause and how to fix it is not an average outage. Either way, I don't care about MSFT because it's overpriced, I was just spit balling about there always something unusual happening almost on the daily from iran to tariffs to sex affairs. My investments are mostly in AI and I don't want to have a bad "AI agents went rogue and destroyed microsoft servers and infrastructure for an entire day with no solution in sight" where AI stocks crush 50%. Heck, texas governor flipped to democrats and because she said she wanted to pause data centers the market flushed 3 trillion in a day on november 5th
Google has cheaper valuation than MSFT, for starters. Even at a glance 14.72 vs 26.17 forward p/e. Also, I don't think amazon is comparable to microsoft in terms of importance and integration to schools and businesses.
Believe she was VP of server and tools at MSFT when Satya was the head of Server and tools.
Okay, is this economic warfare by China. First they take out NVDA, now MSFT is down, convenient timing?
Please MSFT be down tmrw so I don’t have to work when I wake up please MSFT please
MSFT you POS why couldn't you wait to go out on Monday
What are you talking about? A big portion of CEOs are Asian (Indian for example). Like intels, amd, MSFT, etc
MSFT should take their time fixing the issue, while i watch the charts at work tomorrow
MSFT gonna dust that off?
I’m gonna get some heat for this but MSFT is like 90% indian at this point. Way more reliable back when it was a fucking normal company 10-15 years ago…
$MSFT blame a couple directly responsible employees and mention NOTHING about AI or vibe coding as root cause, thanks in advance
Is Jensen having an affair with MSFT? Cause it's fucked
$MSFT outage of premier product down about 1% AH, $NVDA existing down 1.5% :shrek:
Didn't MSFT force people to only use AI slop grenades up and down the business? LMAO 🤌
MSFT is hacked, reports of a cyber attack on Outlook. 💯🫡🤨
Chinese AI used NVIDA SPY info to hack MSFT Outlook servers?
Global MSFT crash of 365. Affected Outlook, Teams, Excel, and some other things. Still ongoing.
what are the odds that m365 doesnt recover in a timely manner which then creates doubt about their reliability and MSFT drops
No but here is fascinating MSFT status updates thread https://www.reddit.com/r/sysadmin/comments/1xun96p/i_have_never_seen_such_a_remarkable_status_update/
MSFT rn https://preview.redd.it/8hmmaq5heb1i1.jpeg?width=1080&format=pjpg&auto=webp&s=77d56c43fd3b77fd8f4d8144b3faaeed89498a1e
Who is shorting MSFT after their 365 failed miserably today?
**BanBet Won** — /u/IWishIwasAwhale1 (4W - 11L, 27%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▼ | $526.23 → $520.00 | -1.2% | 10h 32m | Won |
Mighty convenient for NVDA pro open source leader and MSFT to have largest outage in history within a few days of Anthropic going public lol
Outlook still down and MSFT clearly has no idea how to fix. Wild
Honestly must short MSFT tbh
I don't think MSFT is hacked. It's going to be worse - they fire 60,000 people then vibe coded the Tuesday update, and it's too complex for their doughy left overes to understand and fix. It will be the catalyst for AI sell off if that's the case.
breaking news tomorrow- $MSFT got hacked hence the outage. all confidential data leaked to rogue AI agents connected with N Korea. stock down -20%
Tim Apple will become MSFT CEO after news break in AM that Bill Gates and Jensen Huang were fucking
MSFT had the password for their servers set to "Lolita_Express_jeevacation"
MSFT had the password for their servers set to “billgates123”
Stock will probably pop 20 percent tomorrow as we realize how dependent we are on MSFT and ya know we’re regarded
Among those tech, MSFT might be the move for me.
Ngl, don't what MSFT has been on about. Teams and Outlook haven't been properly working for +5 years.
Dario arrives NVDA 🔫 MSFT 🔫 META ? GOOG ? AMZN ?
Gonna be funny when we learn that MSFT got ransomwared on their primary Exchange servers
MSFT Dev rn: Outlook has been offline for 10 hours now, please retry reviewing the code again because I have no idea what is wrong. Copilot: Sorry, we are unable to access our servers at this time, please try again later.
Should we be shorting MSFT at this point. It’s barely moved yet
As a 13 year sys admin and net engineer engineer MSFT got fucking hacked and is hiding that shit because it’s their literal exchange serves, IE THE WORLDS EMAIL SERVERS, that have been compromised
MSFT was already getting beat up quite a bit.
Wow MSFT status updates regarding the Outlook thing sound like they have no idea wtf is happening https://www.reddit.com/r/sysadmin/s/4tPdFTqAoj Iran? 🤔
Did this maybe have something to do with the fucking MSFT outage today? I still can’t open my mail and I’m retarded
companies gonna move away that MSFT. this whole thing is going to blow up once they cant keep the real numbers hidden anymore
I am baffled that MSFT is down only slightly. I work for city govt. Down since 11:45ish. Still not up.
how tf is MSFT not dropping
Did AI escape its cage and wreck MSFT servers? Idk but either way I hope outlook is down for a month and half of us (with jobs) won’t have to work.
hot take but after $ANT and OpenAI IPOs, $MSFT will end up like $INTC. They have no cutting edge technology. It's gonna be so obsolete in 2 years
How tf is MSFT not down bigly
Why doesn’t MSFT just get copilot to fix the issue
its been over 8 hours and MSFT still hasnt fixed their sht
I wish I bought MSFT puts today
Geez, and for some reason nothing happend when long term CEO's of GOOGL AMZN MSFT APPL departed. In fact they've all grow larger since. The hard work has already been done. Once you have built a core product with strong moat, it's much easiser to carry the torch.
people talking about outlook still being fucking down and shit closing tomorrow. MSFT HAS TO PAY FOR THIS. they will be badly hurt. puts for then next 5 fucking months at this point its going to 250
MSFT gonna fucking tank tomorrow
Shout out to MSFT for the *potential* 3 day weekend
MSFT probably offering laid off engineers 3x salary to come back and fix this shit.
The outage is only a reminder of just how massive, and important MSFT is. CALLS will print.
So is MSFT going to admit they got hacked bigly? Puts will to print tomorrow.
This doesn’t make sense, your point has nothing to do with Anthropic but you just have an issue with big numbers. Your post should say, investors should not invest in AAPL MSFT AMZN NVDA etc because the numbers are already too big
Good question. Honestly I think what's saving MSFT right now is that it continues to Excel in other segments of its business.
Who else got calls on MSFT?
How has MSFT not fixed the outlook issue lmao
Brooo huge puts on MSFT. This shit ain’t gonna be working until Sunday loool.
If MSFT got hacked, would it better for them to admit, or to give some version of the story that we’ve heard regarding flawed processes?
I can't open my spreadsheet that show me the numbers to make me sad maybe that's the best thing MSFT did for me in years
Calls on Yahoo! They will 10x their subscriptions due to MSFT fuk up.
How is MSFT only down .37% after hours with the Outlook looking this bleak?
$MU $MSFT $GOOG $SNDK if you like it spicy
If copilot caused this MSFT issue, we’re going into full economic regarded collapse
Did N. Korea hack MSFT?
Please MSFT do something good for once and don't fix outlook and teams so I can fucking not cuck for one day
That’s it, time for MSFT to layoff another 60k staff
I hope Microsoft servers stay fucked and some evil genius is behind this outage. Right around $ANT IPO , $MSFT starts having issues?! coincidence, I think not. watch how $MSFT goes to $420 after $ANT IPO. I am gonna bet on that tomorrow morning
Buy $MU $AMD $GOOG $MSFT instead
how long can outlook be down for before $MSFT actually dips 🤔
This is what MSFT gets for fking up email in the 90s wit like f onts n html n shit. Bitches.
Yeah I also thought MSFT would dip even further
Trillion company MSFT cant even fix their fking outlook.
Hopefully MSFT dips tomorrow because of this mess so I can buy some new bags, they'll always recover Companies can't boycot MSFT anyway no matter how much they want to, the entire planet needs them, boycotting MSFT is like saying "Wow the air smelled bad today, therefor I will boycot the air, I will no longer breathe and somehow still expect to survive"
MSFT never dips when major outage
MSFT going to tank because Outlook has been down all day. On the plus side, no work
Freak the fuck out and panic sell $MSFT
I’m lagging due to MSFT, who dis? :catblink:
Wonder if MSFT is going to take a beating tomorrow, the current worldwide outage is one of the worst and longest I've seen in many years
Full port MSFT puts. I need my fucking email
Outlook still down for me. MSFT lucky everyone talking about Jensen, this is a bad look.
Because MSFT products are shit. Bullish ANT