Reddit Posts
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
Micron Price Target Analysis Part 2
📓 Daily Brief: Theta Gang Goes To Wendy's
Mag 7 selloff: real risk or just oversold panic?
Is it over for $MSFT. Microsoft Office is going the way of Adobe.
AMZN Extremely Undervalued
SpaceX stock tumbles 16.4%, shaving off most IPO gains since debut
What's might be driving todays fall for Hyperscalers like GOOGL META MSFT AMZN
AI is disruptive. Individual companies have never been more volatile. What’s the argument to not just buy indexes?
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
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).
Mentions
You get the added bonus of being disappointed most days with MSFT though.
I have a large MSFT position. Shares. Really thinking about closing it since I am even. But man I can also see this ripping into next year. Thoughts?
#MSFT has returned 30% in the last 5 years. If you put your money in a bond market you would have made the same return.
I really want to keep buying MSFT leaps but I already sinked 12k and I’m down 4k. Should I keep buying?
I like to start my day sipping on investors tears. Every morning I go to r/MSFT and r/valueinvesting. Nothing get me going in the morning more than the blind hope and copium of redditos shouting "long term hold! 10Y hold!". Dude you're goin to be on wheelchair in 10y.
A good portion of my port is in TQQQ, so I'm a bit of a MSFT baggie myself. 🥂
When we loading MSFT puts, 2 day inters day support at 367.5 ish
SPY stock, Nvidia at record revenue, MSFT on pullback ❌ Crazy btc conspiracist✅
*"Mom why is grandpa in the hospital?" "He hurt his back lifting his heavy MSFT bags. I told him it was way too heavy for him, but he didn't listen." "MSFT? IS he retarded or something?" "Yes, honey he is but we love him anyway don't we?"*
The cheapest way to buy MU calls is apparently buying MSFT puts
anyone who bought MSFT calls at 350s and didn't sell at 380s is regard.
POS MSFT and the market hasn't even opened yet
Nothing ever ends well for MSFT
PM very green 💚 MSFT also very . This ain't going to end well for one of them
JESUS.. MSFT do something!!!!
MSFT never goes up with the index so I'm losing on all my options today. I hate this game
Fucking show your green cock MSFT
What kind of red day are we thinking for MSFT today? 😔
I had a dream where I went all in on MSFT. Even in my dreams, I'm losing money 😭
**Great questions! I agreek this is the right way to look at it and really understand MSFT valuation.** I think Microsoft can no longer be seen or valued as low-capex software compounder it was up to now, since they're guiding to roughly $190B of capex in calendar 2026, which is huge. So from a small investor perspective the main question is when and how does that capex turn into actual earnings power for them (and get my MSFT stock up)? **If Microsoft wants just a 10% annual return on $190B of capex, that’s about $19B of incremental annual after-tax cash flow.** Assuming a 30% FCF margin on incremental AI/cloud revenue, they need roughly **$60B+ of extra annual revenue to justify** it (or at a 15% return, closer to needing $90–100B+ of incremental annual revenue). In terms of fully paying back $190B over five years, that means around $38B of incremental FCF per year, or something like $125B+ of additional annual revenue at a 30% FCF margin. 100M Copilot seats at $30/month brings in "only" $36B annual revenue before costs, so to make this work Microsoft needs to sell the whole stack to compound: Azure AI growth, M365 Copilot penetration, GitHub Copilot, Security Copilot, agents, usage-based Copilot credits, Fabric/Foundry/data services, better GPU utilization, custom chips, and lower cost per token. And capex has to stop surprising higher. And I think this all is quite possible! Demand still looks very strong, and management seems very aware of the capex/FCF problem. If they can pull it off (and again I think they will), Microsoft could end up with a huge new stream of high-value AI revenue on top of their existing business. It is their "killer app."
Name a stock that is more shit than MSFT.
The multiple compression is the part that's tempting me too. I was looking at MSFT's financials tab on moomoo and the forward P/E is back near levels I haven't seen in years, with revenue and operating income still growing double digits. On paper that's a reasonable entry, in my case at least. The Azure capex question is the real overhang though, so I'm not backing up the truck. I've been adding small instead of going all in, just in case the forced selling has another leg.
I decided to practice patience and learn how to buy and hold. I just finished day two of holding MSFT — the lord gives his toughest battles to his soldiers with the smoothest brains.
You got right now as not just pure play but perfect entry ON, wait for pull back or play the break on APH, consolidate MSFT
Idk about tomorrow but next year I'll be trying to participate in the MSFT pump and dump short squeeze
I'd rather buy Chinese biotech pennystocks than MSFT, but to each their own
I’d rather do MSFT leaps than ORCL. Look at MSFT fundamentals.
Rank the following stocks by how much brain damage you would need to have to invest in them: MSFT, SPCX, ASTS, MSTR, GME, TSLA
I cant wait until MSFT is a penny stock so people on here can't post about it
My company (and others) have migrated to Codex and GPT-5.5. Know about a dozen people who went back to VS Code from Cursor. Somehow, that means puts on MSFT...
All big tech going debt market and free cash flow disappearing $GOOG $AMZN $NVDA $MSFT $META all free cash flow wipeout and soon all see ROI of AI is negligible. Soon all dump semi $SMH , it can crash 80% semi stocks
MSFT still owns most of the tools software developers (and agents) use. No idea why they have to go down with the rest of the Bag7.
Why do people still even talk about msft. Like at this point it’s a boomer software stock that will likely make a comeback later this year, same with meta. Why are like half the posts “MSFT suggs!1”
# I am starting a company called Microsoft Strategy. It is a software company where I buy a shit ton of MSFT and don't actually do anything involving software.
MSFT and META are actually undervalued. MSFT is trading at a 22 p/e with a 18% per year growth rate in earnings per share.
The thing I’d separate is ‘AI demand is real’ from ‘every dollar of capex earns a good return.’ Both can be true, which is the annoying bit. For MSFT/GOOGL/META I’d watch capex as a share of revenue and free cash flow after capex, but also whether AI actually shows up in retention or pricing — not just conference-call confetti. If revenue acceleration stays modest while depreciation starts marching through the P&L, the market may suddenly rediscover math. Rude, but it happens.
Spy up 1.6 % and MSFT still somehow managed to finish red. You have to be braindead to own that stock
Even MSFT is green. Holy shit bears are fukt
Watch MSFT be up 0.50% today at open. Then watch people being rug pulled for the 1000th time 🤌
Give it time. I felt that way once. I bought at $35 in 2007 and it went down to the teens during the GFC. I eventually sold for a small loss when it got back to $29 in 2010 or 11. My regret with MSFT is probably different than yours.
Upped my creatine from 5g to 10g today, feel like I may shit myself in my sleep tonight. MSFT 420 by end of July
end of the month 401k auto buy, taco Tuesday, 4th of july week. nasdaq will be green , but MSFT red
I think the interesting question isn't whether NVDA or AMAT is the better business—it's how much exposure you actually want at each layer of the AI stack. You could make a reasonable case for owning: Infrastructure (NVDA, AMD), Equipment (AMAT, ASML, LRCX), Foundries (TSMC), Hyperscalers (MSFT, AMZN, GOOGL), Software/app layer. That way you're not making a single bet on where the economic profits ultimately end up. History shows that sometimes the biggest winners aren't the companies everyone talks about today. The harder part is deciding the allocation between those buckets rather than picking one "winner."
MSFT +10% tomorrow or I kms
If you ever want to find MSFT in a hurry just quickly scroll for the only red stock in your portfolio
I do feel bad for MSFT baggies. They’re going thru the toughest humiliation ritual in the whole market and there’s no sign of it stopping.
I don’t know, but I’m actually starting to worry that MSFT won’t go back to 460 by the end of the month.
Tim apple needs to get his shit together. Only MSFT should be drilling 😤
You know yen is going to 200 right. All your MSFT calls r cooked
Already lost a chunk on MSFT between Nov & April..
u know what u right. MSFT is doodoo, much better chance at 100x buying SMCI betting on a fraud clear-up
MSFT 5 year return is 40% lmaooooooo big daddy Micron makes that in its sleep!
First of all, nobody knows. But to think it's MSFT is one of the dumbest things anyone could possibly say.
What's the difference between the WH reflecting pool, and $MSFT? One is green, the other is red 💀
What's the next 100 baggers? SMCI calls or MSFT calls
I think MSFT was the only red stock today lmao
dude why tf was i so fucking stupid to buy MSFT in January. i been stuck on this fucking garbage stock for 5motnhs
LOL true but I’m also very bullish on MSFT at current levels so this confirms my bullishness a little
There is no leap that will contain the risk surface MSFT has right now. Perhaps if Nadella left.
MSFT is still shit and KOSPI rugpulls. Nature is healing 🌚
MSFT pls go to 380 tomorrow
I’ve got SNAP MSFT and WEN calls…. Why just have one shit stock when you can have 3?
MSFT should just ask Mythos to write themselves a better Copilot. Have they thought about that?
Koreans selling their MSFT to buy more MU and SDNK 😂
MSFT pumping in the aftermarket. Oh no, I'm not getting fooled again. Okay, maybe giving it one last try
some day MSFT and ORCL will actually trade as real companies and not just a proxy for OpenAI sentiment
Dude, fucking typical AMZN piece of shit. Yeah, 3% for the day is cool, but it nearly hit 6%, then gave a shit ton back. And we're still WAY under my average cost of 270. Fuck my goddamn fucking life dude. Oh yeah, and fuck you too MSFT, literally every other MAG7 goes up, except you. What the actual fuck.
They said MSFT was a safe investment
Let me guess, its WEN or MSFT or whatever Bags your holding
MSFT at a super support line. It’s going up from here.
Thanks for explaining! Yeah I guess since I already got assigned and own 40k worth of Microsoft when I was selling puts I was trying to play it “safer” so I went ITM deeper thinking if it goes down more I’ll be more protected. There is so much to learn about this stuff and it’s not exactly straight forward. I guess I could always add another contract OTM but still long dated to get more leverage without having to extend myself a whole lot further into MSFT. How would that sound?
It’s worked out really well but I got assigned at 410 so that put a stop to that. I’m a bit overextended on MSFT now with this call but I figured when it comes back up (if I suppose), then I’ll be making some money then get back to selling calls with my shares and resume wheeling
Mooooom MSFT is pumping afterhours again, can I have money for puts tomorrow?
Honestly I think too many people had MSFT calls so MMs pushed it down lol
No matter how green tomorrow is, nothing will stop MSFT from closing red
At this premium I'd probably just buy the actual stock. Or if you want the leverage there are 2X and 3X MSFT ETFs.
Apple holds that trend pretty often too. Pretty frequently ill wonder if the MAG7 is just a theta scam considering the amount of days ive seen AAPL and MSFT counteract the markets moves on both ends.
I usually sell puts but figured MSFT might just be low enough to dip my toes in the water with buying a call
What am I doing tomorrow? Same thing I do everyday, laughing at MSFT
That's how my PLTR loss doubled But MSFT probably fine it has actual support
MSFT and MSFU are not the same trade, and lumping them together is exactly how people get hurt. MSFU is the Direxion 2x daily-reset ETF. It's down more than 50% from its 52-week high right now — while MSFT itself is sitting near its old highs. That gap is the lesson. Leveraged single-stock ETFs decay through chop, and "MSFT has been flat since 2021" describes precisely the sideways tape that eats them alive: 2x leverage + ~1% fees + daily rebalancing drag. The longer you hold MSFU in that environment, the more it bleeds, no matter what the underlying does. And "it's cheaper than November 2021" isn't a valuation argument — it's a price-level observation. If revenue really compounded for four years while the stock went nowhere, the actual bull case is multiple compression: forward P/E now vs. then. Make that case and I'm in. "Hasn't moved in 4 years so it's a bargain" can just as easily mean the market re-rated it lower for a reason. Long MSFT the stock? Defensible thesis. Long MSFU as a "value play"? You're holding a trading vehicle and calling it an investment.
It's 2030. Everyone on the Epstein list is being prosecuted. JPow is returns as FED chair. Every strait in the world is open. Russia and Ukraine have agreed to return to pre-war borders. Israel and Hezbollah have signed a peace treaty including a new concept of shared land instead of strict borders. All monotheistic religions begin to realize they believe in the same idea as the AI singularity begins to take form. MSFT is $22.30.
I WANT SPY TO OPEN AT 728 TOMORROW SO THAT MSFT CAN OPEN AT 390 (it inverses SPY. Many such cases)
generational selling opportunity on MSFT rn after hours u wont see those numbers again. 300 imminent
There’s a saying that no enteprise IT manager ever got fired for shilling for MSFT. A lot of Office 365 tools are slowly becoming obsolete. Why even need Excel when a future Mythos model is so good at writing Python to do all the Excel tasks for you (in a more structured automated way). Anything simple can just use Google Sheets. Startups or scale ups are not using Microsoft at all anymore (except for the OS itself if the company cannot pay for MacBooks). Google Workspace is where it’s at
BREAKING - ANTHROPIC'S FIRST NVIDIA DEPLOYMENT LAUNCHED AT MICROSOFT AZURE MSFT 400 tmrw
Just tell MSFT to liquidate and get this shit over with. Only way stock goes up is if they get rid of copilot and teams.
MSFT is cooked with AI. So... time to buy because everyone thinks that?
MSFT to 400 before the end of week.
Bloody Hell, MSFT to $35.00 again. Party like it's 2003.
MSFT really thinks im this stupid lmao
MSFT open 385 tomorrow i wil cummm
MSFT AMZN META ( I should have got google instead of Microsoft) 🤣🤣🤣
can Mango pardon MSFT?