Reddit Posts
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
MSFT has accepted delivery of IREN's 50MW Horizon 1 facility
$IREN delivers first 50MW Childress Horizon 1 facility to $MSFT
Mentions
To get into the weeds a bit, the S&P 500 uses a cap weight rather than equal weight. That is, the more the market cap a company has, the larger percentage it is within the S&P 500. Here is the top ten, as of May from this Investopedia article: * Nvidia (NVDA) 8.59% * Apple (AAPL) 6.87% * Microsoft (MSFT) 4.71% * [Amazon.com](http://Amazon.com) (AMZN) 4.13% * Alphabet Class A (GOOGL) 3.67% * Broadcom (AVGO) 3.09% * Alphabet Class C (GOOGL) 2.92% * Meta Platforms Class A (META) 2.11% * Tesla (TSLA) 1.96% * Micron Technology (MU) 1.42% 1, they are ALL tech. 2, notice that google is included twice. So google exposure is actually closer to 7 percent. (wat?!?) 3) Add those percentages up, and thats 40 percent of the S&P 500 there alone. There are 490 other companies (ok, a bit more or less, its not EXACTLY 500 companies) that comprise the other 60%. Do we see a problem with this situation? Worse, people sometimes like to 'diversify' by buing S&P 500 funds, total market funds and other large cap funds. But if you look what those funds hold and what percentages they are, you'll see there is a lot of overlap. Even some midcap funds buy megacap stocks to goose their returns a bit. Be safe out there, do your research, know what you are buying.
Nebius and coreweave have major customers including MSFT and meta
If you listened to AMZN, GOOG, MSFT, SPCX investors calls you'll buy more of any cloud with actual scale and spot pricing access (NBIS and MAG7)
there's some thiccies at MSFT bro, just not in engineering 😂
X saying that MSFT has topped… calls for next week undoubtedly
There’s still plenty of time to buy puts on MSFT before it revisits $370
so basically all the mag 7 that reported so far have missed huh? Except MSFT?
TLDR : Google crash is a buying Opportunity. AI or not, I think Google is that one company which genuinely competes in almost all tech domains - 1. Cloud : Competes with AWS, Azure 2. Phone: Competes with Apple 3. Maps: Monopoly 4. Search: Monopoly (even with AI onslaught, people still rely on basic search and probably your Home Page on "Chrome" is also Google) 5. Browser: 50:50 split with Edge 6. Email: Almost a monopoly 7. Cloud Storage: 50:50 split with MSFT 8. Office Suite: Again competes with MSFT If you think about it , Google is the only player capable of taking on MSFT in more domains than possible while also competing with Apple and Amazon in their other domains. Not to forget, Google is yet to monetize a lot of their monopolistic products - imagine if they monetize Google Maps for retail users. On top of this , they have Gemini and their own chips production now and are probably the most promising out of all companies out there in Quantum Computing which could be a bigger disruption than even AI.
It seems institutions don't give a fuck...sell off regardless. Even with MSFT, up 7% AH yesterday and now red. Nothing matters, these fucks will sell.
I remember mfs saying this: $400 - MSFT is free money $350 - MSFT is free money <--- You are here $300 -MSFT is free money
you know it bad when MSFT is the only one making money, rip
META did a MSFT too due to dilution the next day
major cum explosion with MSFT coming soon
Guess what even MSFT is down after those exceptional earnings. Toddlers are in the market
MSFT & HOOD will be so green next week. i’m thinking +10 for boffem
Dude I might MSFT again tomorrow hopefully this time I exit with a profit this time lmao
That MSFT daily chart is disgusting RIP anyone that played options on that
Maybe just time to full port MSFT Got fucked on AAPL earnings last quarter
Noone will change your mind. PEG ratio, growth and PE suggest underpriced relative to market. If MSFT was priced the same it would be sub 400
MSFT i guess immune to SAAS meltdown no way to vibe code windows and office and servers
Officially Ebay has outperformed AMZN, GOOG, MSFT and META for the past 1 year This is the top boys
Officially Ebay has outperformed AMZN, GOOG, MSFT and META for the past 1 year This is the top boys https://preview.redd.it/5tmhj11pygyh1.png?width=1326&format=png&auto=webp&s=58a527f2fc9e5dc0ebd3ca50a3908c4dc9797970
When is MSFT gonna have negative rates on its debt? I’ll literally pay them to hold my money!
so uh is MSFT next to go?
Probably chip stocks SNDK, MU, SKHY, WDC, STX safest to buy now. All had impressive earnings. Meta & MSFT impressive considering what hspoend to amzn & goog
So other than Microsoft, both Google and Amazon disappointed. Yet MSFT didn’t see any gains other than in the extended session yesterday lol
Hey guys have you seen the MSFT earnings? Maybe you should look at those and ignore google and amazon
Everything will crash to varying degrees. GOOGL, AMZN, MSFT may go down 30% while CRWV, NBIS, ORCL may go down 60%. The AI meltdown will spare no one in tech.
Here’s how the company did, compared with estimates from analysts polled by LSEG: * **Earnings per share:** $1.89 vs. $1.96 estimated * **Revenue:** $201.94 billion vs. $202.31 billion estimated Wall Street was also looking at other key revenue numbers: * **Amazon Web Services:** $45.98 billion vs. $45.29 billion, according to StreetAccount * **Advertising:** $19.64 billion vs. $20.82 billion, according to StreetAccount The company held steady on its capital expenditure forecast for 2026, saying it continues to expect spending will reach $220 billion this year. Tech’s hyperscalers have been on a blistering spending run to meet the surge in demand for artificial intelligence infrastructure, but signs have begun to emerge that the [capex splurge](https://www.cnbc.com/2026/10/29/microsoft-google-ai-capex-estimates.html) is moderating. Earlier this week, [Microsoft](https://www.cnbc.com/quotes/MSFT/) lowered its [capex forecast](https://www.cnbc.com/2026/10/28/microsoft-msft-q1-earnings-report-2027.html) for the year to $170 billion from $175 billion, while [Alphabet](https://www.cnbc.com/quotes/GOOGL/) maintained its [guidance](https://www.cnbc.com/2026/10/28/alphabet-googl-earnings-q3-2026.html) at $195 billion to $205 billion. Amazon posted negative free cash flow for the second consecutive quarter, recording an outflow of $42.4 billion for the trailing twelve month period, an increase of 386% year over year. In the prior quarter, the company reported negative free cash flow of $7.6 billion.
This was funnier 6 months ago when you guys did it for $MSFT 🤫
If you told me on Monday that after all of this MSFT would be mogging AMZN and GOOG but also still be red I wouldn't believe you
MSFT ATH by end of next week btw
Bag7 gonna bring in Great Recession except for MSFT
Yeah I sold most of my MSFT when it hit 500 and put some of it to GOOGL, bad move in hindsight
I was thinking Puts, they have so much capex planned. They took an even bigger risk than MSFT
MSFT lost 40% of its value because people thought its businesses would be vibe coded out of existence, not because of an earnings miss after a double which mooned it to a 30+ PE. Love the company, holding my core position, will probably add a little soon
It's certainly possible it'll go down like MSFT. But RDDT's valuation to growth is lower than MSFT, and RDDT's margins and growth are massively higher than MSFT's, and RDDT doesn't have to spend the capex like MSFT does. RDDT's forward PE is less than 20 now on 50%+ revenue growth and 91% gross margins. At some point, the fundamentals will take over as a base.
Solid thesis, but based on current market conditions, and just like MSFT did today, I think it'll go down tomorrow at open anyway. Best of luck, tho. Hope those print!
MSFT dip was well and truly tarded. Bought.
MSFT was cash-flow positive and had amazing earnings and has completely sold off. What even are the expectations for AMZN at this point?
Cashed out MSFT right at open while my $MA lifetime bags are giving me a little bonus, for the rest cash gang for now, can't complain
So far, $META dumped $TSLA dumped $GOOG dumped $MSFT dumped No way Amazon also dumps right?
So far, $META dumped $TSLA dumped $GOOG dumped $MSFT dumped No way Amazon also dumps right?
Why is no one talking about MSFT??? Such a negative nelly market rn smh
AI stocks are down as GOOGLE, MSFT didn't do enough capex this quarter, and GOOGL, MSFT are down as they are doing so much capex and will increase capex more next year. I can happily PAY market this Tuition fee if it can explain the reasoning behind it.
The stock has been weak for months, now we know why. The hedgies always know when things are turning to crap, and stay away. GOOG, may be the canary in the coal mine, the other AI stocks and hyper scalers have been very weak as well, besides MSFT which is just a beast of a company.
I would have bet amazing money it was MSFT but yeah.
Reddit was shitting on $MSFT and pumping $GOOGL. You should not be buying google yet.
if all these cry babies would stop talking about goog, algos might go to something else like MSFT
I bet everyone touches a Google product multiple times a day. Management said their numbers met their expectations (they don't forecast anything). The company with growing profits and profit margins (before mark to market), 25% revenue growth, and still dominant products (including search and media), is a buy or strong buy at anything near 20 PE forward, which it is. GOOG is this month's META or MSFT.
MSFT i knew you would come back for me
Yup - whichever of the MAG7 is trading at lowest PE (was GOOG, then MSFT) is likely the best priced for entry.
If MSFT breaks 530 then all bets are off cuz I think it will rocket up like crazy
Reddit 2022: "META ded" META 2026: +591% Reddit 2025: "MSFT ded" MSFT 2026: +49% Reddit 2026: "GOOG ded"
fuk bro i aint pick up enough MSFT at 520.
Same sht as MSFT. Overreaction. I was loading up in the 300's and look at it now. Not even a year later.
GOOG might keep getting pounded for a while here. when the same thing happened to MSFT I loaded up too early and it kept nuking. Gonna wait it out for a week then fill my boots
Remember when MSFT (or maybe META? One or the other, one dumped, second ripped, pair trade) nuked for 5 sigma VaR event earlier this year? It broke Blackrock's Aladdin lol The biggest companies in the world have volatility like shitcoins used to have.
lol whoever dumped the overnight/pre market for MSFT before it opened to retail should be put on death penalty for treason against the American public.
Yup, MSFT offered a quarter of their entire force buyouts. This is after already cutting positions last year. Expect this to keep happening across the board in tech.
Lest we forget the MSFT year of hell…
MSFT owns the corporate desktop. It’s a powerful proposition to sell chatgpt into that. Companies are freezing salaries to pay for their employees to have chatgpt
The duality of man. Also fuck your calls. That being said I have MSFT leaps which I'm annoyed are getting dragged down by goog
It is funny that tsla is up while MSFT is down.
I thought MSFT was up after earnings what happened
Come on MMs, MSFT doesn't deserve this.
GOOGL is getting so much attention that nobody is talking about MSFT bait and switch on earnings was up 6% from the close yesterday after hours, now down about 7% from that AH peak to end up down \~1.25% from yesterday's close
It happened with MSFT and META already... But it only works until it doesn't
$MSFT falling knife...falling to 400ish
hoping MSFT dumps to like 510
Meta went down, Google down, MSFT down. Evidence to pick up amzn calls. Do whatever with this information
would love to see MSFT 515
MSFT $350 META $550 these would be juicy prices 💯🫡🤨
You guys look at CRWV inside sales greed and fail to consider Bill Gates selling so many MSFT shares he has 1/10 of the wealth he should have today
lol the MSFT bait and switch after earnings, dear god
Let me FOMO into MSFT real quick here.
MSFT all the way back to Oct1 2025 lmao. We have started up a free time machine!
Bought MSFT calls right before it went from 526 to 520 👌👌👌👌
If MSFT dumps on these amazing numbers then AMZN will have its reckoning tonight
Fuck me did I sell my MSFT puts too early? I sold them for a 80% loss lol.
I shorted MSFT before earnings and I’m Green now lol
So GOOG META MSFT NVDA and semis are all shit now, that seems reasonnable
The Goog/MSFT ratio has swung too far to the MSFT side so now people have to sell MSFT to buy Goog. It's just the way it has to be.
RIP all MSFT call holders who haven't sold at 9:30
Even MSFT managed to come back from the dead months ago. It'll be a piece of cake for Google to recover that 11%. Not saying it'll be this week, but shares or leaps are obvious.
it's possible. i don't know the future. but i can analyse the past and make predictions based on those. companies like Google, MSFT, META and so on are too big to fail at this point, they can afford a "kick in the nuts" every now and then, and recover fairly quickly. nothing in this earning reports tells me that Google is failing as a business, the worst you can say is that they aren't growing as fast as people expected.
$MSFT cannot escape the level of equity derisking that a -12% $GOOG day has on large funds. They will be pulling money out and pouring into bonds purely on this