Reddit Posts
MSFT around $378. Falling knife or finally reasonable?
What do you think of "forgotten" tech stocks that are past their peak/cultural popularity?
Genuinely what on earth is going on with software right now? This is completely unhinged.
The AI trade is starting to look like a copper trade too
22% down on MSFT calls, scared, should I sell?
I have lost every position I've taken since june started.
$QCLS Photonics = Multi-Bagger Swing Potential: Solving AI Computing & Fundamentally Underpriced
MSFT Dec 2027 400C, who else loaded LEAPs this week?
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
somehow, MSFT opening tomorrow like
That is all i need to know about SPCX
New midweek expiration dates getting approved by regulators
Holographic/VR/AR Industry Development Weekly Report, Week 23
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??
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)
Mentions
Now wtach the market rebound and MSFT crash even further.
Believe it or not MSFT puts at open
Not including MSFT in this statement tho
Seriously considering selling all my MSFT shares and just buy MU instead, paid $480 for MSFT so it’s going to hurt but idk feels like the right move?
Buy more MSFT & lose more money
MSFT stock is inheritance. It is for future generation’s bag holding
GOOG overnight bleeding harder than MSFT 💀
If you had real money back then and bought IBM/MSFT you'd have sold it and rebought it and sold it again. Hindsight is 20/20.
Feel bad for MSFT. Might buy some shares and send them a get better soon card to cheer them up.
And MSFT CEO wants to do a round of dilution 😂
Ok I just read all the comments and I don’t think anyone asked what % of your total portfolio is MRVL, ALAB and ASML? That’s important to know. Also, how old are you? This also should weigh on your decision. Personally, I’ve held stocks to 1000% gains (i.e. NVDA) and am still holding. But on the flip side, I’ve held stocks that I was up 100s of % on and thought it would keep going, only to watch it go lower and lower and lower all the while thinking it’ll bounce (it did not). Now at this point I’m holding until/if it recovers but only because it’s about 10% of my portfolio. You don’t want to be in this situation. For example, if ALAB drops 30% next month, are you holding or selling? What if it drops another 30% the following month? And so on. At a minimum, as everyone else suggested, TRIM. In this weird market/Trump era, I take profits when I got them. Do I miss out on some more? Sure. But I’m fine with a few 100% in a few weeks to months. Then when there’s a dip, I buy back in. Rinse and repeat until the dip just keeps on dipping. To be clear, I buy the dip with 2028 calls. I use about 40% of my portfolio for options, the rest is shares in solid companies I’m holding till I retire (AAPL, MSFT, HD, GOOGL, JPM, etc)
I've seen enough, full porting MSFT at open 😎
MSFT…. Why did you grape meeeeee….. <:’(
The only thing worse than MSFT is NOW.
MU is a cyclical business. The NAND/DRAM industry has boom and busts cycles. 50x earnings during a boom period is extremely speculative. MU also has massive capex commitments that won't work out if DRAM prices don't stay elevated. The time to buy these speculative companies is during bust periods. 2024 and even early 2025 was a huge opportunity. Now you're really late. MSFT, at the other hand, trades at 22.5x earnings. MSFT is much more diversified. Unlike Micron, they are not a cyclical company. They have stable growth from enterprise software, Azure, etc. They also have a very lucrative investment in OpenAI. 20% rev share through 2030, and a large stake.
But you have a $575 price target on MSFT? Ok sure…
Rocket lab / PLTR high P/Es but that hasnt stopped them in the past MSFT seems like a good buy at these levels. Check out $Tost too they have been growing at a good pace and have a very sticky moat.
I feel like a lot of the places I've worked at lately have had zero MSFT. AAPL hardware, various newer SaaS companies for everything else. I'm not impressed with Windows, not impressed with OS X either. Both of the OS platforms feel like they're getting worse.
God why did I buy MSFT this turd feels worse than holding 🌽
"You have highly profitable software businesses with massive free cash flow, zero debt, and growing net income literally collapsing right in front of our eyes." NOW (P/E 56), CRM (P/E 17), ADBE (P/E 11), MSFT (P/E 22) None of these are "collapsing." Some of those look overvalued to me. How you can say a stock with a P/E of 56 trading at 10% down from its price 5 years ago is "collapsing." If there's one thing I can agree strongly with, it's that "this market has completely decoupled from reality."
All you mfs holding MSFT, I plan to buy puts tomorrow. So it should pump up for you guys.
Because I feel deep down that MSFT is wrong. So it must be right.
Ya know what, fuck it. I’ve already lost so much on MSFT, the dumbest thing I could do would be full port January 400 calls. So that’s exactly what I’m doing at open. Can’t pick the wrong direction twice.
Only in a dream. MSFT was hot over the last **40** years.. why do people think it has more room for sizeable growth?
Coming back here to scan the whinings $MSFT bagholders never gets old. Yes. Please. Tell me more about those Azure growth numbers. Wall Street surely doesn't see that hidden alpha.
MSFT inventing new bar color tomorrow to be even worse than red
One day out of nowhere I’ll wake up and MSFT will be like +15% on some random piece of half ass bullish news. Then I’ll wake up again because that had to be a dream because that piece of shit ain’t going no where.
Everything EXCEPT MSFT GREEN TOMORROW
#Futes RIPPIN. Stupid ber (except for MSFT ber) LMAO🤌
MSFT making most of its money on OpenAI sales in China. What happens when Mango demands another bribe from them and they don't pay? Same thing that happened to Anthropic - no more overseas sales.
MSFT was one of the first stocks I bought when my old ass finally started investing 2.5 years ago. Sold last week at 10% loss to get in on QTEX and RXT, paid off already now I'm just debating completely pulling out of those too. Tldr, in less than one week I made more profit from goofy stocks than 2.5 years of MSFT
🚨Iran deal includes them investing $400bn in MSFT MU spreads
Sold my MSFT calls expiring on Monday at the bottom today. Kind of hurts to see it rebounding after market. They were deep in the money calls $350, so very little premium to theta decay. Took a huge loss
Hey MSFT bag holders, Nutella mentioned in his interview that "Stock dilution" is the next trend. Brace for impact.
MSFT still gonna be down 1.25%
"Yo I got these cheeseburgers, man" - META & MSFT bagholders
Even MSFT bounced. It's not green, don't be ridiculous, but it did bounce.
Buying MSFT, GLD, SLV asap.
It’s MSFT puts not SanDisk puts you’ll be fine
MSFT is green so you know the overnight move is fake unfortunately.
Can we convince Koreans to pump MSFT please?
#Tomorrow's forecast: SPY up 1.5%, MSFT down -3% LMAO🤌
If you’re looking to buy a dip you could look at MSFT
Sold my MSFT calls for -50% and rolled it into SPY 0dte calls that did even worse. Prepare for the pamp of a lifetime tomorrow.
Dude fuck the goddamn market. Shit is so fucking stupid. Oh no rates held steady? Like we fucking knew would happen for months now? Oh no, better sell all my fucking AMZN and MSFT to tank that stupid shit back to where it was before the Iran deal was announced. Jesus fucking christ dude. AMZN goes up 2.5% on a peace deal, and gives it all fucking back on news of a fucking rate pause? This shit is so goddamn fucking stupid.
Every day I look at this sad red chart of MSFT and say “not today you slut”
Actually starting to worry about my MSFT leaps that I bought in January lol. Fuck me.
Can you imagine MSFT being green tomorrow? I can’t, but it’d be nice for the baggers
Anyone know how I can block MSFT on Robinhood? I need to not accidentally stumble across it and do something stupid again, like being tempted by a hot pic of an ex that you know is fucking crazy.
Any news is bad news when it comes to MSFT. Toast burnt? Fuck, gotta tank MSFT Wife has a BF? Down you go MSFT
MSFT should announce they’re stopping everything AI related. They were the same price before AI was even a thing anyways so it couldn’t hurt, right?
I’m a piece of shit and a loser, lost over $125k on MSFT in the last two weeks.
I will personally suck you off if $MSFT goes up 10% or more tomorrow
If MSFT calls ITM tomorrow I’ll nut 🥜 on a squirrel 🐿️
sold my MU shares at profit to buy MSFT calls, how regarded am i
What about not having to pay to use services from GOOG and MSFT? Wouldn't that be beneficial in the long term?
My NFLX leaps were up 50% before last earnings, now they are down 50%. Going to 0 soon at this point, even the buybacks aren’t doing anything. NFLX, META and MSFT, the great trio.
My favourite past time is making fun of MSFT bag holders, those bags are heavier than my momma damn
See MSFT is green after hours
No crying in the casino. My MSFT calls are down 20% for July expiry
Dude fuck goddamn MSFT and AMZN. Guess what 2 MAG7 stocks I'm balls deep in because they're "uNdeRVaLueD"???? FUCK YOU CUCKASS AMZN AND MSFT, YOU DUMB FUCKS CAN'T GO UP TO SAVE YOUR PATHETIC LIVES. HOW THE FUCK DID I BUY AT THE LITERAL FUCKING TOP.
Market can’t do jack shit because META and MSFT suck complete fucking dog dick. Those weak pieces of shit lose 10% a week and offset like half the index gains made by competent companies.
MSFT is cheap as hell. The recurring revenue paired with a sticky as hell ecosystem makes this look like a fire sale.
The MSFT option chain was repriced after close.
MSFT has really solid support ......at $200
So how low we thinking MSFT can go tomorrow? There really seems to be no floor
MSFT has to outsource compute from AWS for GitHub. MSFT does not have enough compute to run their own business. Now think about META infrastructure spend.
You could always ask Co-Pilot what to do with your MSFT bags 🫵🤡
The cool thing about MSFT is that you can buy leaps for cheap and watch them also still lose 50% in a week.
Let's see if good chunk of the port in MSFT calls was the right or wrong move. Gonna sue them if I lose cause stocks should only go up.
I understand this sub trashes MSFT but I’m calling it, $380 is too low
Exactly. This is why I never bought into META. Way more upside for GOOG & MSFT
because their CAPEX is so high -- and will stay that way until MU and MRVL are done rising... 6 months more and +50% MU MRVL stock gains to go before they stabilize and time to rotate to MSFT for the other side of the growth.
Honest question, what the fuck does MSFT do aside from tank or go sideways?
The issue for META is they are spending like GOOG and MSFT on data centers but are not a cloud provider of compute. Makes no sense.
MS Azure and cloud revenue increased by 20% OR 25% last quarter dude. They are growing at the same pace as GOOG and AMZN. The issue is on the software side for some investors. MSFT is still growing total revenue in the mid teens. If you are a value fundamental investor it is a slam dunk. Morningstar has labeled it as the most discounted large cap in the stocks they follow.
Keep thinking MSFT bet on OpenAI and I think that is the Sony Betamax to Anthropic Claude VHS.
Will MSFT be able to pump now that the Iran war is officially over?
I picked a hell of a month to jump back into CRM and MSFT
If MSFT doesn’t shrek soon I’m gonna have to start collecting aluminum cans again
Bought JPM in size at the close 🤷. Day trading / flipping theme momentum & spy. What about you? Excellent call on MSFT puts a while back. Remarkably weak stock since.
We're entering a new paradigm though. Have to factor that in. That might be the case today but 5-10 years from today? With that logic, we wouldn't be seeing Google, Microsoft, and Amazon try to make their own chips and just stick to using Nvidia. Most large F500 companies that are implementing AI will be building their own stuff in the future. It's not today but I can see a future where they will transition out. You can't have an AI implementation policy and still stick with enterprise stalwarts unless enterprise stalwarts change and adapt which will prob take some time. MSFT may implement some changes but whether it sticks or not is what will be reflected on their balance sheet.
Kinda feel like I should buy MSFT tomorrow
Don’t you fucking ever use the term pump and MSFT in the same sentence again. DO YOU UNDERSTAND ME??
What am I missing on META and MSFT? Market is frothy but these two are performing absolutely abysmally. Thinking I grab 2028 leaps here.
MSFT is trash now Recession unnecessary (and unlikely) but Mr Softy can’t get hard regardless
RDDT at least goes up and down. MSFT just never moves and goes down lol.
If you’ve followed MSFT since their inception, which I seriously doubt you have, this is their playbook. Somebody introduces new stuff that is superior, MSFT lags and everybody says they are done. Very few of their enterprise customers leave since they are so entrenched, and they eventually catch up. Their moat is incredibly deep.
People are hating so much on MSFT right now I should double down even more.
If we enter a recession, MSFT will be so low at that point it’d be treated like a safe haven like Walmart and pump💀