Reddit Posts
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
Meta was Down 10% and MSFT up 8% After hours
🚀 Microsoft (MSFT): A Transformative Deep Dive Into the AI Landscape That Every Investor Needs to Read
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
moomoo earnings plays, how I'm using unusual activity this season
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
moomoo earnings plays, how I'm using unusual activity this season
Fellow MSFT holders, are we holding long-term or selling anytime soon?
Is anyone able to explain this drop the past few days? Are stocks like MSFT, GOOGL, and AAPL what we should be buying now?
My wife and kids said they wanted to ride rollercoasters. I said we have that at home on my phone!
Built a free all-in-one tracker for institutional and congressional options flow
AI capex is massive but where's the free cash flow? This earnings week is the real test
I built a stock screener and ran the Buffett 5 pillars ratios through every company in the UK, US and Europe and only 19 passed out of 850.
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
Question: Why Do Individual Stocks Move in Tandem w/ Others?
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
Built the Free All-in-One Smart-Money Tracker
I gonna sell these stocks and they will fly, based on recent data.
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
Mentions
Azure growth is 43% and full year 2027 growth is 41%, where was the growth that's being killed? Which one is it? If a company like MSFT can freeze capex at anytime. Why would memory prices cause capex to triple? Does it really make sense for Amy Hood to increase capex by $400B? I'm really having trouble understanding what you confidently asserted will happen.
Well MSFT is keeping CapEx spending at the same level next year & the market loved it. We are past peak hype. Those profits will drop next quarter or maybe 4th quarter but there are input costs and Chinese challengers with big money now but that will be years out
You still think MSFT is issuing shares over the next 2 years? They have over $75B in cash, and can gain an extra $15B from stopping share repurchases. Confirmed they will be FCF positive for all of FY27 after deducting capex. Also one of 2 US companies with a AAA credit rating. So let me get this straight, not only does MSFT print free cash flow after deducting capex, they also have over $75B in cash to deploy and $15B in savings by pausing share buybacks. On top of that, it's one of the most credit worth companies in the US which can easily tap the debt markets. You truly are the greatest regard with the hubris to match. You absolute moronic dimwit. I will keep you updated after every quarterly earnings to remind you how confidently moronic you are. You absolute imbecile.
Not sure about this sub but MSFT was a favorite on wsb
Out of curiosity I searched MSFT and legit can’t find a single upvoted post that’s bearish on MSFT
They’re also excellent at packaging AI into solutions businesses will actually use unlike Google. Fingers crossed for a MSFT-like print
who else sold MSFT @ 370 lmao (sorry for crying at the casino)
Seeing MSFT Shrek is like running into Kermit the Frog on Omegle.
MSFT: Oh you want to see a Shrek?
MSFT green is a bad sign for everything else. And it's really mf GREEN right now 😬😬😬
Don't pay too close attention to the markup for their Anthropic stake. But yeah, tomorrow will be good, even after the profit taking. Calls on the next dip for MSFT should pay.
I think MSFT saved the QQQ, and now Samsung is saving DRAM
What's your cost basis in MSFT?
MSFT really save the market?
I said this days ago, so not monday morning QB - After seeing GOOG get massacred for their CapEx, other companies are reporting lower forward capEx spending. But there is no rule that they abide by their estimates. They can spend whatever the fk they want. And they will. That's why MSFT capex actually came in slightly below estimates. Total BS
I think MSFT showing good ROI on AI is saving the market atm
Korean market in decline. Japan yen in decline. US markets in decline. This fool : **I think it's a great time to buy MSFT! Look at the sell volume under every ticket. Institutional investors are unwinding massively. This may be the start of the a.i bubble popping.
I don't get this idea that MSFT is now great stock because GOOG has high capex. Because GOOG can snap its fingers tomorrow and lower capex. We got here in the first place because of AI hype, and GOOG having a frontier model, TPUs and incredible distribution. Whereas MSFT had no frontier model, no TPU and the distribution surface is very large but it was done very poorly. Fast forward couple months, what has changed is seemingly better distribution for MSFT, and GOOG losing its status on the frontier model. And maybe an appetite change relative to AI -- we don't know yet, I think everyone is pensive right now. There really hasn't been too much else and there is still a lot to go for MSFT, particularly if AI turns out to be fruitful quickly. Nadella just sort of lost it with his incessant low fidelity rambling on agentic eras and stuff, while getting sloppy on crossing ts and dotting is. The distribution is getting better with CoPilot but I still have not heard anything meaningful from Nadella to trust him with my money. My 2c. FWIW I owned a position in MSFT and sold it around $470 (?), buying into GOOG, because I could not understand Nadella.
MSFT Azure is in a distant 3rd place behind GCP and AWS, it's great, but MSFT was beaten bad all year and this is just a relief rally that things were not as catastrophic as everyone thought. I doubt it reverses the sentiment around the company and its non-cloud products.
Imagine if MSFT drops tomorrow morning LMAO 👉✊
MSFT saved the entire market. No joke. Now AMZN has to do its part
MSFT bagholders deserve this W
MSFT earnings, plus Korea’s market finally stopped dumping, at least for a day.
Ok i think the Street is officially regarded. MSFT maintains Capex for 2026 is being touted as this big thing. It’s legit their Q4 2026 report. They’re saying they’re going to increase 2027 CapEx. The Street awards them 8% lol.
$MSFT did really well. So far the best earnings imo. smart move with the lease changes. all eyes on $AMZN tomorrow! i expect HUGE eps gains from anthropic revlatuions + good revenue beats from AWS acceleration with again anthropic/openai cloud revenue.
Can you elaborate on the 'MSFT wants open source to monetize their assets' part pls? And hte SPE obligations?
Customers are literally frothing at the mouth when calling MSFT about AI
Kinda ironic that Burry is up on MSFT when all they could talk about during the earnings call is Agentic AI and the insatiable AI demand from customers
One always hold MSFT it’s save unlike memory tickets (seasonal)
That EOD dump scared me away from MSFT now I’m sad
Im ashamed of myself that I started to doubt MSFT slightly in this last year. They make a DUMB amount of money.
MSFT bros is the dark year over, are we finally back?
$MSFT cuts CAPEX but let's bid semis.
Jim Cramer calls MSFT earnings a “Tour De Force” LOL
I’m long META, I’m long MSFT. Such is the fate of picking stocks.
MSFT: enterprise is upgrading from 2010 to 2020 tech
# Probably going to take the Koreans a minute to translate MSFT earnings report
The market seeking refuge in AAPL, KO, MSFT, etc tells me everything about the people running it
Put on MSFT at the open. Historically, MSFT dumps after ER. Don't believe me? Check the chart yourself.
anyone know why AMZN jumped after hours? just sympathy pump with MSFT?
damn MSFT going to give it all by market open lol
MSFT needs to put Copilot on more shit.
Saw the same reversal from MSFT to META, META will be a long at these levels
In the most recent quarter compared to the same quarter a year ago, Microsoft grew Operating Income by 18%, Google grew Operating Income by 30%, Meta’s operating income declined by 8%. Meta is getting a return on their spending, their revenue was up 28%, ad impressions were up 14% and average price per ad was up 12% which is a good combination, the issue is R&D increased 67% from $13B to $21B. Meta is the worst of the big 4, Google, Microsoft, Amazon, and Meta, but their advertising business is such a money printer they’re at a 16x TTM Price/Operating Income compared to MSFT at 20x, Google at 28x, and Amazon (who hasn’t reported most recent quarter earnings) at 29x.
But like how funny would it be if MSFT opened red
MSFT wants me to be rich but META is shitting on my face
Yo why they selling off MSFT more than anything -\_-
Turns out MSFT was the best after months of bashing it
Oh my friend, MSFT still has 13 hours in which it could destroy our leaps, as it has done many times before. Fingers crossed though we open above 410 tomorrow
MSFT will fade tomorrow. Have you ever seen msft not sell the news
/b/ros. I feel kind of sick. I'm down over 20k on TSM/TSMX and META/METU. I'm not rich and while this isn't rent money, it's not money I can just light on fire and feel nothing about. Fuck my life dude. I supported MSFT through the last 2 earnings and got fucked. The one time I didn't, is the one where it fucking rockets. Fuck my life dude....
I’m rock hard for my MSFT calls. Hopefully mango doesnt interfere
https://preview.redd.it/2unmfb0wf9gh1.jpeg?width=1034&format=pjpg&auto=webp&s=9241d94a626ed505a49a2843bc280a55d46130c9 All in on MSFT tomorrow
It just seemed like MMs spite MSFT for anything less than absolute perfection in any of their segments
I’ve been holding MSFT since February. I’m up 8% lmao
Also I DCA $QQQ but as far as the mag 7 I buy the ones that are down at a specific moment such as $MSFT AND $NVDA lately
https://preview.redd.it/ziqrtsaze9gh1.jpeg?width=1034&format=pjpg&auto=webp&s=932e9c18111de15cfea4f4900af5489ebe0ef281 MSFT is going to carry the market tomorrow
Asha Sharma kicking down Bethesda’s door helping MSFT
Well that’s max profit on MSFT for me. Not going to complain, I opened it a week ago.
That isn't what you said though, you brought up revenue sharing. Not openAI valuation, which if it's anything like xAI will end up in the toilet by the time MSFT can cash out.
Nice. My buy-in for MSFT is somewhere in the neighborhood of $50. I thought about dumping them last year, but held, since I've had them for so long. They're in a Roth too, so there's no tax consequences to dropping them. If they're up big after opening bell, I might finally take profits. Still, I should have sold last year when it was over $500.
After trying and failing MSFT calls the last few months I took a put today. YW
Please tell me I’m not the only one about to make a killing on MSFT calls
MSFT pump gonna get faded
Because maybe Zuck's retarded ass selling compute power would change something. Idk. I fucking knew that MSFT would fuck me if I bought in. But I guess it's just whatever I buy, I get fucked on. TSM and META this time around.
My MSFT calls will be printing sooooo hard tomorrow. Holyyyy guacamole
You know you’re on a losing streak when MSFT beats you
I think my MSFT put might be in trouble
What the actual fuck dude. I got fucked on TSM, I got fucked on META. MSFT fucking rockets, but of course it does, I didn't buy in this time. jesus christ fuck my life dude.
thesis Hyperscalers every hyperscaler in their earnings reports say they are capacity constrained GOOGLE, MSFT, we will see for AMZN in a few days Anthropic Anthropic is begging META for compute to rent, has already signed deal for capex capacity with SPCX OpenAi Codex subs went up to 10 million (3x what they were just a few months ago). They are allegedly training larger modles. Larger models need more capex and memory to support. SpaceX ngmi META probably ngmi and end up a cloud company China China is bulding out it's own capacity, it's chips are years behind, its wannabe ASML is estimated to be 5 years behind; and Moonshot, etc are buying all of their own production. They aren't producing excess supply. Remember K3 kimi ? it lasted about two days and had to stop signing up clients because of capacity constraints. China is far behind it's capex buiild and looking to catch up. by 2030 there is a chance that we will be seeing up to a trillion spend on capex per year none of the TSMC, ASML, Sk Hynix, Meta, MSFT, earnings reported changed any of this. A stock price dropping literally does not change any of the above. My thesis holds strong. This is why I'm bullish on MU.
MSFT earnings were stellar
Dude I'm fucking pissed. I got fucked by MSFT last earnings report. So I sat this one out and got into META instead this time. MSFT fucking rips 8% and META fucking SHITS THE FUCKING BED 10%. What the actual fuck dude. And I'm getting fucked on my TSM/TSMX position because of a fucking earth quake????? What the fuck kind of time line is this.
MSFT carrying SPY and QQQ rn lmfao what year are we in, 2006?
Kinda happy that META crashed, kinda sad MSFT didn't.
True. Robinhood doesn't have what it takes to beat what Robinhood expectations are either.... One day maybe, but earning prove themselves. In a downturn MSFT and Goog look like safer plays from the free cash flow and growth. Amzn looks save at these levels too imo
If MSFT legit has +10% tomorrow, then you know we will get circuit breakers on the indices for sure
MSFT and AAPL and pretend they are twins…
And here I sold my MSFT and kept my META...
MSFT made my day, the rest of my port is absolutely fucked
Everyone was hating on my MSFT earnings calls today, look at me now peasants!
Tomorrow SPY will massively crater to Earth's core. Have a rock solid reason: >!MSFT is massively green tomorrow!<
can't wait to see MSFT crawling back to $390-400 by open
I have difficulty breathing with MSFT big shrek in my mouth
Almost sold my MSFT shares for META today lmao
MSFT 500 is no joke
It's all because of corporate bloat and immobility between operating groups. Nearly every enterprise is required to have MSFT for teams, ad groups, servers, office products, computer imaging Well guess what, now that your hardware has MSFT its marginally cheaper to integrate Copilot M365, Azure, power bi, power automate, etc. At this point you have now easily enabled AI search, business side efficiencies, captured cloud capacity, and the development stack. To avoid MSFT you essentially have to require everyone to be on mac, but no one is familiar with any mac office products or integrations with it. They suck to provision. People thought AI would harm Microsoft but they are about to swallow a huge share of agent compute and be a major winner from the AI race because they hold most businesses data and exposing that as an easy automation is what business's have been dying for. Why buy other products when its all integrated and secure in your environment? **To avoid MSFT** requires a commitment to a "cheap" Microsoft license for computers and office, saving your documents and meeting transcripts to a data store (or building integrations to pull it), you need to export your emails to the same datastore, then create some custom search option. I threw 50K into it at 390 and should have sent more. I'm guessing if OpenAI doesn't completely collapse they will surpass NVDA and Apple by early 2027. (600+ IMO).
Or just buy good company that had already dipped, like MSFT 🤷♂️
Where $MSFT results actually noteworthy? Because it seems to be the exact same report they give each time.
The only way to escape the Matrix is to buy MSFT
Aight should we just sell all our stocks and buy MSFT? It can be the new SPY
MSFT gunna save the entire world
My fucking god you did not need $META/$MSFT to confirm AI demand exceeds supply. Market is well aware. Nobody just gives a fuck.
Google has negative FCF with capex being funded by financing MSFT Doesnt have this issue Hence why GOOG down MSFT up
MSFT capex was below expectations
So META and MSFT confirmed that AI demand exceeds the supply and are raising full year CapEx but just all the AI infrastructure are red? why
MSFT has been getting held down for too long, GOOg has enjoyed a lot of gains