Reddit Posts
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 $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Value / Margin of Safety Stocks to Consider?
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
Nebius ($NBIS): The Catalyst Set to Explode Tonight at 18:00 ET
Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?
With most 13Fs released, here are superinvestors' top 10 buys from Q2
Made $375k CAD day trading using margin in 60 days
Mentions
Which is why MSFT is pumping
It's been a long term hold for me, I didn't get it this year. Also, YTD, QQQ is up about 13%, while MSFT is 15% now, they're almost equal. It was lagging before this week as well. I'm still holding it, just wish it performed a little better past two years.
Decent chunk just shifted from $MSFT, $META, and $AMZN into $AAPL
??? Over the last 1 month QQQ is down 7% while MSFT is up 7% Over the last 6 months QQQ is up 3% while MSFT is up 34%
I cant change institutions sector rotating temporarily smart guy. I was correct, markets rebounded post midterm, AI is alive. You do realize that if AI wasnt alive MSFT and other saas companies would crash right? The valuations saas like msft taking on are contingent on ai, doesnt change if theres more pushback in datacenters in texas. You think I got into sndk and mu in 2025 by being dumb like you? Nah bro, I priced all this in, I cant help wall street temporarily sector rotating though. I only provided my sndk my 2025 to help ppl understand my thesis by my credibility even though im not a financial advisor or anything and this isnt investment advice
MSFT regard strength 555.55 = 6.66%
MSFT, GOOG, V, FISV, UNH, UPS, RSG, RKT, CELH I also own GEV and AMAT that are in the red but rest of my portfolio is mooning today more than making up for it
GOOGL, MSFT, AMZN ripping. Are they not AI beneficiaries?
At this point, AAPL and MSFT are just Kevin James standing in the corner shrugging with hands in pockets and enjoying everything going their way (Dem takeover is bullish for them since it's more negative for the rest of the AI plays).
AAPL, AMZN, MSFT up 6% is total horsehit, right? Some people claiming that slowing data center will limit CapeX spending. The explain AAPL? They were pretty much spending nothing on Capex.
$MU $NVDA $MSFT stay away from AI or cloud possibly looks next run
MSFT mooning. You know what that means :rob:
beep boop mid day update 11/4 · 12:15 pm cst update * 11/4 · the rally has strengthened, but it’s split: $AMZN +7.6%, $AAPL +6.7%, $MSFT +6.6%, while $MU −5.6% and $AMD roughly flat. reuters attributes the divergence partly to bets that slower data-center construction could protect existing hyperscalers and ease their spending burden. that’s an investor expectation, not an enacted restriction. [reuters](https://www.investing.com/news/stock-market-news/democrats-midterm-sweep-fuels-750-billion-big-tech-rally-5000648) * 11/4 · oil’s decline has accelerated: brent around $95, down roughly 8.5%; the 10-year yield is around 4.90%. lower energy prices and yields are helping the broader rally, even while chip and infrastructure names lag. [ap](https://apnews.com/article/4d12764c0b3ce38ffde3077712811182) * 11/4 · 9 am cst services report: ism fell to 54.5 from 54.9; new orders slowed to 55.9 from 59.8. prices paid eased only slightly, 74 → 73, while employment improved to 51.4. importantly for $MU/$SKHY, respondents still reported rising memory prices and shortages. slower growth, but not clean inflation relief. [ism](https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/services/october/) * 11/4 · $GOOG google is backstopping certain anthropic obligations supporting $WULF’s approximately $19b, 20-year lease commitments. that is credit support, not $19b paid upfront. separately, reuters uncovered international employee buyouts that began in june; accepted departures aren’t disclosed. [backstop](https://www.streetinsider.com/Reuters/TeraWulf%2Bgets%2Bcredit%2Bbackstop%2Bfrom%2BGoogle%2Bfor%2BAnthropic%2Bdata-center%2Bproject/27287271.html), [buyouts](https://www.investing.com/news/stock-market-news/exclusivegoogle-extends-voluntary-buyout-offers-to-employees-in-several-countries-4997689) * 11/4 · $CRM announced agentforce coworker usage grew 21× in three months, with over 185,000 users and a new $50/user/month pricing option. concrete adoption news, but usage growth isn’t revenue growth. [release](https://www.salesforce.com/news/stories/agentforce-coworker-surpasses-185k-users/)
Honestly feel weird leaving money on the table. Went from 1.8 bag on MSFT leaps, sold when it dropped to 1.5 bag. Now it's at a 2+ bag.
Amzn, googl, aapl, MSFT all mega green WTF on you about
Both MSFT and AAPL hitting ATH today is crazy to me. Good for them.
It is actually expanding with the addition of extended hours for SPY, QQQ, and some of the top stocks like AAPL, MSFT, NVDA, etc. The indices like SPX and NDX have had it for years though, the problem is most brokers do not allow it for some reason. IBKR and recently Robinhood are the only ones I know that let you do it. It is really useful if you swing a position from close and get a big overnight gap in your favor, since you can take profit without risking the theta burn into the morning open.
What’s up with AAPL MSFT and AMZN? GOOG got the dead cat and same with META
this is fking insane. Apple Google MSFT all up like 7%
$MSFT is so incredibly overbought rn lol
Lol someone is dishing out cash trying to keep $MSFT pinned up there above 553
MSFT puts are the move to make
MSFT to $600 this month this is not investment advice just factual information :)
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $570.00 (above) | $552.65 | +3.1% | Wed, Nov 11, 11:02 AM ET |
$MSFT just broke holy hell
MSFT hitting ATH LMAO
3 of MAG7 is up 6% (AAPL, AMZN, MSFT) and GOOG is up 4.5%+. This is probably propping up QQQ and SPY. Chips and Data are getting screwed again
Wish I got into MSFT but that stock has burned me so many times I just couldnt
How are AAPL, AMZN, MSFT up the same exact amount
AAPL and MSFT hit new ATHs at the same time
Both are AI stocks. MSFT is in data centers. GOOGL is a negative AI play.
I sold a bunch of AI stock and bought MSFT AND GOOGL yesterday
MSFT is flirting with crossing ATH (555.45 from 2025)
Thanks haha but look at my latest comment 😩: I saw options on my watchlist (added yesterday) have a return percentage of +14,100% (So could’ve actually turned my last $100 into $10k like I asked yesterday and more)- I sigh and feel a deep sadness/regret as usual 😔 What’s worse is I realise I had bought one MSFT 545C call for 0.10 yesterday, then sold it for 0.06 yesterday before close because I really am that broke. That same contract is around $1000 right now 😩 Glad you at least have a decent amount of capital and good gains though, congrats 🥳🙌🏻
I saw options on my watchlist (added yesterday) have a return percentage of +14,100% (So could’ve actually turned my last $100 into $10k like I asked yesterday and more)- I sigh and feel a deep sadness/regret as usual 😔 What’s worse is I realise I had bought one MSFT 545C call for 0.10 yesterday, then sold it for 0.06 yesterday before close because I really am that broke. That same contract is around $1000 right now 😩
MSFT, Alphabet, Apple, Amazon all over +5%. Beautifuul
MSFT $550 0dte was at 0.03 yesterday. Now it is trading $5.1 170x return . god dam it
MSFT puts is the play.. micro slop waaay too expensive at this price
One does not sell MSFT….literally the GOAT company.
Look at the moves in AMZN, MSFT, on fears of AI data centers being rejected. An AI bubble popping is literally great for large tech stocks, which also means it’s great for the overall index, especially Dow Jones and small caps.
How could Libtard Dems do this?!? Illegal pump!!! LMFAOO MSFT ATH!
Shedding some of my long term holds like MSFT AMZN AAPL, I like gridlock for 2 years but want some more cash for some volatility that will be coming in the short term
Unfortunately not because I have zero capital at the moment lol - But I did have 0DTE calls on AAPL, AMZN, MSFT, etc. hundreds of times this year- Never could they hold a rally or sustain a +5% pump when I had an open position- But when I don’t… 📈🚀🔥
Where was this price action when I was holding 0DTE calls for AAPL, MSFT, and AMZN all year? 😩 I swear every +1% increase would normally get sold off, but when I don’t have a position they easily rally more than +5% 💀
**BanBet Won** — /u/Normal-Possession701 (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $522.43 → $550.00 | +5.3% | 4d 2h | Won |
Wow Amazon/MSFT ripping. Maybe the market thinks they'll be forced to slow down on data center buildouts?
MSFT AMZN are blue stonks?
Imagine selling MSFT at $504 literally 2 days ago
MSFT actually rocketing this week
Buy food for thanksgiving and save some extra for Christmas gifts or MSFT calls?
The poster is right; if there is a correction GGOGL may test 199, but neo clouds will get swallowed up by GOOGL/MSFT in the long run. Guess where that leads GOOGL in 5 years, Above 1K/share. So yeah GOOGL isn’t going anywhere but up.
MSFT puts into an overnight reversal is the worst way to wake up — you went to bed right and woke up wrong, and there is nothing you did in between. That is the part a plan before the open helps with: levels, the reason, and the point where the idea is wrong, decided before the market can move against you while you are asleep. Some days the read says WAIT for a reason.
The main winners from tonight: GOOG MSFT META NBIS anyone with existing compute capacity Losers: AI hardware
Market should go big green, not red. There is no uncertainty anymore. Probably war ended soon with new war power, gas prices & grocery prices drop. AI data centers both party support, not issue. $NVDA $GOOG $META $MSFT $SPY $QQQ all move high. See $AMD great earnings. $MU
Meh, I'm not convinced. The equivalent of [pets.com](http://pets.com/) today is all the LLM wrappers offering essentially the same product that does the same things. That and companies like BIRD (a shoe company) which in April was given a 180 million dollar valuation by merely claiming that they were becoming an artificial intelligence infrastructure provider... And if you look at the core infrastructure plays, there's a good deal of similarities: * NVIDIA is like the CISCO of AI bubble (the primary shovel sellers) * AVGO is like Lucent... (specialty shovel sellers - AVGO does GOOG's TPUs) * OpenAi / Anthropic / Neo Clouds = Global Crossings / Exodus Communications (startups using debt/leverage to build out the infra using the shovels, only to later go bankrupt / assets re-acquired later). * WorldCom is SPCX (merger rollups hiding bad finances + major infra players). And I believe it'll be the Hyperscalers that will be the ones that absorb the infrastructure failures (OpenAI / Anthropic / Neo Clouds) - just as they did in dot com. People forget that GOOG, MSFT, and AMZN were all helped immensely in the dot com bust, when they were able to acquire tons of infra on the cheap when the bust happened. But a difference this time... is that they're semi bankrolling the infra buildout themselves with their core businesses. Sure it won't play out exactly the same... but to claim it's *very different* ... nah... I'm not convinced...
Meh, I'm not convinced. The equivalent of [pets.com](http://pets.com/) today is all the LLM wrappers offering essentially the same product that does the same things. That and companies like BIRD (a shoe company) which in April was given a 180 million dollar valuation by merely claiming that they were becoming an artificial intelligence infrastructure provider... And if you look at the core infrastructure plays, there's a good deal of similarities: * NVIDIA is like the CISCO of AI bubble (the primary shovel sellers) * AVGO is like Lucent... (specialty shovel sellers - AVGO does GOOG's TPUs) * OpenAi / Anthropic / Neo Clouds = Global Crossings / Exodus Communications (startups using debt/leverage to build out the infra using the shovels, only to later go bankrupt / assets re-acquired later). * WorldCom is SPCX (merger rollups hiding bad finances + major infra players). And I believe it'll be the Hyperscalers that will be the ones that absorb the infrastructure failures (OpenAI / Anthropic / Neo Clouds) - just as they did in dot com. People forget that GOOG, MSFT, and AMZN were all helped immensely in the dot com bust, when they were able to acquire tons of infra on the cheap when the bust happened. But a difference this time... is that they're semi bankrolling the infra buildout themselves with their core businesses. Sure it won't play out exactly the same... but to claim it's *very different* ... nah... I just don't see it...
GOOG AAPL NVDA MSFT AMZN they all will grow TSLA will crash
Over 1T of capex annually is coming from AMZN META MSFT GOOGL you dingus
MSFT might be the only tech stock that is red AH......
Look what MSFT did after its earnings. Entirely possible. I've been selling covered calls on my employee shares, and I thought there were going to get assigned lol. Then the morning happened.
yeah i dont hold MSFT or GOOG because listening to the earnings calls is earrape
Reading google investors always amaze me. Ignoring half of the might be revelant variables and slapping half baked ones onto them just to prove a point. 1. It doesnt mean dogshit that a company worked on AI for X years, yeah, Google worked on AI just like a bunch of other ones. Nvidia? 2010 OpenAI? 2015 Google TPU? 2015 Meta, MSFT invested in AI too back then. AI and ML was invented long before Google even existed, they are not the investors, but they helped form the current LLMs 2. 103% gazillion growth, because it is ON DEMAND, what happens if demand fades? Margin evaporates and profit go poo poo. Oh, and you forget that the 103% is not TPU alone and we dont know how much of the profit is actually comey from TPUs and not other chips (as far as I know) 3. "ad shift" except, you for some reason forget about the part that Google WAS THE KING OF SEARCH. Is it a king of AI? Not even close. Yeah, nice idea that AI is going to replace Ads, not so much if people use other AIs isnt it? Dont use your head to think about a thing and forget to think about the next step
NVDA MSFT GOOG TSM MU are all worthless?
Probably going to end up like MSFT’s earnings. It’ll be rugged by open unless we get a deal with Iran before now and tomorrow
why would you play credit spreads when last week we had so many companies dumping hard? GOOG had worst day in history, NOW INTC RDDT FTNT dumped 30%... I still didnt see a company green after earnings, not even AMZN MSFT or AAPL lol I get AMD IV is nice but feels risky idk
AMD calls or puts for earnings??? Don’t want to get fucked like I did for MSFT😅
ok, just asked chat who gets affected by AMD earnings. co. with most direct bus. relat. MSFT,Googl,Meta, Orcl. Amd's suppliers tsm, ssnlf, hpe, smci hk. competitors nvda, intc avgo,. so if amd sucks the former go down in sympathy? nvda, intc go up? flip those predictions if amd crushes earnings.
Congrats on the returns! Just a heads up on the math regarding 'diversification' footnote: Adding a tickers at 2% or 3% allocations doesn't actually diversify you when over 36% of the fund is still locked up in just MSFT and QQQ, and another 7.5% is riding on a single MCD call option. You've essentially built a top heavy tech fund with a speculative options kicker, wrapped in an illusion of diversification. Taking on that much tail risk just to hit +17.2% YTD in a bull market is a massive gamble, especially when a standard, globally diversified portfolio can pull 15% YTD right now with zero relationship or options liability. Best of luck through 2027.
MSFT down 0.16%….BRUTAL! lol 😂🤣
I have been buying into the down sectors. While SAAS was selling off I bought it up. I didn't hold long enough and could have been up 200% easily based on my deep SAAS positions just in stock alone. More recently bought into HD (10%), UPS (15%), UWMC (up 40%), and CHTR (even). These are companies near generational lows. Similar to SAAS. I reserve about 15% of my portfolio for riskier plays like option plays on tech. If I play tech I wait for a more obvious position. MSFT below 400, Apple going into earnings at 345, Amazon at 200 etc. Google may be decent right now but I'm waiting until after the midterms a bit to trade options Google will integrate ads into AI Search at some point and its going to rocket.
Puts ate my money. Sold for 50% loss. Pain. Parked port in MSFT. Maybe it’ll recover.
Why fueled the sudden $MSFT pump?
Remember when everyone used to shit on MSFT and META and it gaped all your asses, same will happened to Googl
I’m such a regard, was staring down MSFT at 510 ready to buy. Most charts are dead cat bounces today and look like absolute trash
RDDT is suing Anthropic The bigger case is NYT v OpenAI/MSFT The impact of AI on the traditional internet could take a radical turn based on these decisions Imagine Anthropic and OpenAI having to pay royalties to every content creator out there
Salesforce $CRM would be shitting the bed when $MSFT and $META are up. FmL
Fucking grocery stores with PEs higher than MSFT and GOOG lmfao
With this pump even MSFT might go green.... POS!
All these debt analysts are telling the hyperscalers to sell more stock/equity instead of debt because there's too much debt to absorb from the AI boom. Hard to see how we get upward moves in AI stocks (outside of self-funded ones like MSFT that are still FCF positive) until that changes. ORCL, GOOG, AMZN, etc. need to sell more stock.
MSFT has Azure though and growing strongly
Why is MSFT still going down? What is this shit. They hit every mark. AMZN misses and is doing just fine
Just like the rest of the year. MSFT is the new gold.
Glad I have Calls in MSFT for the bounce..... WTF!
Apple beat and went down. MU beat and went down. GOOG missed and went down. MSFT beat and went down. SNDK? Triple beat & stock split announcement and still went down. Missing doesn’t mean shit in this market anymore.
Your last point is the one most people miss. This is why social app Friendster failed. It was the first social app that blew up overnight and really was the foundation of all current platforms. It failed because it couldn’t scale, topping out at the number of users it could support due to compute limitations. MySpace came in and crushed them overnight not necessarily because it was a better platform, but because it could support the growth. They eventually failed to Facebook for the exact same reason. THIS is what Google, AWS, Meta, MSFT, IREN, Coreweave, Anthropic and X all are dumping trillions of dollars into to avoid. These are real businesses with real demand, revenue and growth unlike Dotcom. They are all spending to remain relevant; their fear is not becoming pets.com as that was a vapourware business model, they are spending so they aren’t the next Friendster, a successful model that failed because they couldn’t grow fast enough to support the demand
MSFT calls looking good
i averaged down google when it dropped to 140-160. I averaged down MSFT when it dropped to 430. I love averaging down on companies that are here to stay.
If you don't need the money now I would just leave it in Google. It might take a couple of years but it should be green. Just like when MSFT was $350 a couple of months ago and is now $500.