Reddit Posts
All BS aside, how’s calls on MSFT looking this week?
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Need to practice option trading with paper money
Who’s ready to burn their life savings this week
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Who’s buying MSFT & AMD calls for earnings?
I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP
MSFT has now overtaken AAPL in market cap.
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Is it normal for the index funds to be weighted this heavily by mega caps?
What are your top picks for the top performance stocks for this year?
Epic V Continues to Show How Little Risk Exists
Has anyone seriously looked at Global Foundries [$GFS]
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting
Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.
The true interpretation of Friday's Jobs Report
A true interpretation of Friday's Jobs Report
Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip
LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!
And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?
If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?
Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?
Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?
Keep an eye on $MSFT (potential put money making opportunity)
If you had $40k to invest right now, what would you do with it?
The NYTs is suing Microsoft and I think there is a profitability play on their stocks
New York Times sues Microsoft and OpenAI for copyright infringement
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
Question regarding this type of Play Option?
The biggest lesson that I've learned in my 10 year investing career.
MSFTs Open Ai will raise funds with valuation of $100B
Mentions
My brother. I can confirm MSFT is doing something, just don’t know exactly how crazy it’s gonna be but that’s big $$ to get into no?
NOW is a steal. Its AI model is only going to boost profitability and further catalyze growth imo. MSFT inevitably a great buy as well. I’d love to DCA into IGV, but I don’t think all of these software names will bounce back.
MSFT should be coming out with something soon I’d think APLD - insane earnings and growth CQQQ - Deepseek v4 soon (or short QQQ) MU - insane earnings USO or oil futures - depending on this weekend
So none of you tards are interested in the congressman that just disclosed $500k-$1m position in short term calls on MSFT??
MSFT is fucking me to death
This but AMZN. MSFT was a fuckin mistake shouldve bought VOO
Only 193 total volume on the MSFT call Hopefully we are early. Iykyk 👁️
I just sold MSFT for a loss, you're welcome.
This is complete nonsense, the invested \~12B a few years ago and the stake on paper is 200B today. All hyperscalers are compute limited with massive backlogs so its not suprising they are looking for other data center providers. This is also good for MSFT as it allows them to diversify their customer base. They are one of the few companies that are funding their AI capex from cash and not borrowing (e.g. vs ORCL, META)
Bro, you didn't buy Microsoft. Per chatgpt: # 🧾 What it actually is * It’s an **ETF (exchange-traded fund)** or **fund class** that: * Tracks Microsoft Corporation (MSFT) * Is **priced in Canadian dollars (CAD)** * Uses **currency hedging** to remove USD↔CAD exchange rate effects 👉 So you’re **not buying one share of Microsoft**, you’re buying a **unit of a fund that holds Microsoft shares (or exposure to them)**. # 🧠 Simple analogy Think of it like this: * Buying MSFT directly = 🍎 buying a whole apple * Buying “MSFT CAD Hedged ETF” = 🥧 buying a slice of an apple pie (plus someone managing it for you) # 📊 Why investors use CAD-hedged versions People choose these because: * They want exposure to Microsoft **without worrying about USD/CAD fluctuations** * It’s easier to invest from Canadian accounts (like RRSP/TFSA) # ⚠️ Important takeaway The **$26.70 price is NOT “cheap Microsoft stock”** — it’s just: * A **different financial product** * With **different unit sizing and currency handling**
MSFT is old news now.
Homie bought the maple syrup version of MSFT 🤣
I’m long a bunch of 2027 IGV calls plus some MSFT and NOW calls. I’m expecting a strong rebound into the end of year as long as earnings continue to be strong. Be greedy when others are fearful. Everyone thought AI would kill google search and we see how that turned out. Brands and long term contracts still matter. Yeah some software companies may be killed by AI but most will adapt and get more profitable by using AI.
Microsoft (MSFT) Copilot Currently the best bang for the buck…
I bought at the top and sold everything today MSFT will hit a new all time high soon
Both AMZN and MSFT had a 20x normal size candle, bringing them up like 10% for a second.
The only thing is that the premium for Google is quite ridiculous. The price to operating cash flow when not calculating SBC as operating cash flow is: 16,77 for META, 18,69 for MSFT, 21,25 for AMZN and 28,66 for GOOGL. All the while in the prior quarter the YoY comparison for the same companies were as followed. Revenue growth YoY: META 23,8%, MSFT 16,7%, AMZN 13,6%, GOOGL 17,9% Operating income growth YoY: META 5,6%, MSFT 20,5%, AMZN 17,9%, GOOGL 15,8% Operating cash flow growth YoY (excluding SBC): META 27,8%, MSFT 69,8%, AMZN 23,4%, GOOGL 36,3% When looking at the data and the number is really don't see any reason why Google deserves a over 50% premium over Microsoft and Meta and a 35% premium over AMZN. I was saying the exact same thing one year ago about Microsoft when everyone was saying Microsoft was winning at AI and was going to be the best cloud provider. Microsoft was trading at a +40% premium compared to other big tech and got destroyed because of it.
Bro, retail has like 1% to do with how MSFT prices move. It's all institutions and bigger funds. Good time to DCA between 350-365.
OK, let's suppose you're right. 7.4% of SP500 is Nvidia. That's a pure AI play. Then the other tech giants are about 24%, and the overpriced dog TSLA is another 2.1%. Yet this big tech giants are only fractionally AI companies. Not much of APPL or MSFT comes from AI (and people *hate* Microsoft's AI and do what they can to disable it). So even if you imagine an AI-stripped version of the SP500, it still seems pretty expensive.
MSFT will likely be just fine. They can host AI > embed it in their platforms > push it down to their applications and charge for it every step of the way.
Only one I’m interested in is MSFT. Real moat and gigantic enterprise and government customer base.
Come on MSFT, give me a little dip to 355
Remember when MSFT was a 4T$ company for a day! Good times
Im such a fool for thinking MSFT can possibly go green today
Bag holding RR a bit. Any reason you preferred to go in now as opposed to once the lawsuit about MSFT is over?
yes, I just sold all my AMD to load MSFT, cost basic also $400. When ppl hates, it's time to load. Not sell my GOOGLE yet, cost basic $150.
If you are bullish on MSFT, then selling at a loss is tantamount to selling off a "quality asset." The tax shield is only applicable to short-term traders or those who never intend to step foot in the stock market again; beyond that, it serves no useful purpose.
I sold off some of my NBIS gains today and rotated those into MSFT.
Totally agree with your sentiment on $MSFT. It's wild how much the narrative has shifted, even with the underlying business looking strong. I've been slowly adding too, definitely not going all in, but the current levels feel like a good long-term entry point if you're patient. The only hesitation I have is whether the broader market sentiment might drag it down further, even if $[MSFT](http://marketcrunch.ai/analyze?t=MSFT) itself remains fundamentally sound. But for a multi-year horizon, it's hard to argue against it here.
All in full port on MSFT and MU baby! Yeah!
Not sure this play is completely stupid. All depends on how you view MSFT really. If you assume it won’t sink even more than it already has, it makes sense basically « caping » the downside (again, conditional on the share not tanking) while being leveraged on the potential upside
lol ironically that does not give me more confidence. It seems like the more people rave about a stock the further it’ll drop. MSFT is about 15% of my portfolio right now.
The guy I was originally replying to said he is in $MSFT at $480. He said he doesn't want to sell, and that he would double down here at $370 or whatever but he doesn't want to use margin. All I suggested was buying a small number of shares on margin, say 10 or 20, rather than going all in. That way he takes advantage of these prices. If $MSFT skyrockets past $480 sometime in the next 30 days (unlikely) he can sell some of his $480 shares to cover the margin debt and get a gain. If the stock is still under $480 after 30 days, he sells some $480 shares to cover his margin and books a loss. Either way, he takes advantage of the current dip and lowers his basis. Anyway you do you, bro.
Yeah, he’s right. That said, I also bought calls on MSFT today, but instead at a previous support level ($400 strike). These were pretty cheap for MSFT, costing $1k each. Price targets are above $500. I got 5 of these contracts. If I’m wrong, my max loss is $5000. You probably couldn’t buy even one of the deep ITM contracts for $5000. Deep ITM does get you more delta, but far OTM on large expected moves yields a much higher % return.
I don't know when, but someday soon MSFT will become the mag 7 star to carry SPY
MSFT is ruining my retirement goals (to retire sometime next week ideally)
MSFT is going to get a kick up the arse from Linux over the next year.
Watching MSFT shitting in the past couple months is making my micro soft :C
Bagholder spotted. Sell it, sell it, you coward! /s More seriously, eh, MSFT leadership is mediocrity personified. No vision other than enshittification and trying to ride AI's coattails. Compare that to GOOG, who actually has research contributions to AI, its own AI software and hardware, diverse bets like Waymo, and so forth. It's very possible that Windows and Office are one AI app away from irrelevancy (don't need any other software for basic purposes). Claude turning into Office/Windows is the next logical step beyond coding, if Dario has any business sense, which he admittedly might not. And I don't even buy into all the AGI hype. Plus there's the risk of the AI bubble imploding. MSFT makes Maia or whatever but that's not nearly as developed as GOOG's TPUs ecosystem and vertical integration. GOOG is more sheltered from an AI implosion that MSFT. So if AI hype is real, Windows and Office are obsolete. If AI hype is fake, MSFT is left with a popping bubble. MSFT will always be around but the risk of turning into IBM and stagnating is very real.
To be fair, there's a few stocks that beat that price swing sentiment at reddit, MSFT is one of them that people will largely always be bullish on even when it's down.
I bought AMD calls and MSFT calls
MSFT is lagging in innovation because they were greedy and focused on profitability by offshoring most of the development to cheaper developper in India etc! What did Microsoft innovate in the last 20 years? just compare it to Google
I have a dream that one day MSFT will be green for a day.
I think in simple terms, it’s not simple to predict future profits but that’s what it’s all about… for me personally, I’ve bought 5% of my portfolio is now MSFT and I feel pretty good about it. GOOG, however, is now 20% of my portfolio, I bought it mostly when it was around $280 about 1-2 weeks ago.
MSFT is ignore until big money start piling in
The fear I hear about MSFT: -Microsoft took out big loans to invest in OpenAI -OpenAI is spending that "money" to run it's models on Azure data centers (it's not really money, it's "Azure tokens") So Microsoft took out a loan and are counting it as revenue. Which might be fine if OpenAI did everything with Microsoft But OpenAI just made a bunch of deals with Amazon etc. This will leave Microsoft holding a huge debt bag
Yeah, seems like the implosion of MSFT has been happening for a while with the self-owns related to Windows 11 and Copilot. Everyone I know refers to them as Microslop. Still, I bought some shares last week because it sounded like they had recognized their failings on Windows and I hoped they had bottomed out. A loss of enterprise customers becoming a trend could be an issue though, whether it’s because of political winds or reliance on a doomed core partner like OpenAI. (Not that OpenAI is definitely doomed, but Anthropic has a very significant lead on them IMO)
You are exactly correct. Nobody is willingingly going to spend money to move existing systems over -- thats just dumb. >\> validate a new system when a company already has to pay Microsoft for support for those legacy internal and external systems? It basically reduces down to a question of "how much do we pay for the legacy system / maintenance. How much does new feature XYZ cost & how much does it cost to move over?" Maintaining old systems is exactly what is going to happen, but new systems / features will likely become "much cheaper" due to monetary pressures (other companies doing the same thing / offering a similar set of featuers are doing it 10x cheaper), or even end up in-house. MSFT is going to have to offer more for the same price to compete.
The France thing is just an example of a much larger, irreversible trend: non-US countries are pivoting away from US tech and financial systems. It’s a slow and difficult process, for sure, but there is no way back. I wouldn’t touch MSFT, Visa etc any time soon
Feels like one of those situations where nothing fundamentally broke, but sentiment just shifted hard and dragged the price with it, which tends to create those “in hindsight obvious” entries, the tricky part is exactly what you said, you rarely get a clean signal so scaling in makes more sense than trying to time the bottom. MSFT still sits in a position where it benefits from multiple long-term trends at once, so it’s less about whether it goes lower short term and more about whether you’re comfortable holding through that noise, and I’ve been trying to track these kinds of setups more systematically because the narrative swings tend to matter just as much as the fundamentals over time.
Agreed, loaded up on GOOG at $160. Started buying MSFT at $360 and have been continuing to buy
The whole reason France is moving off of MSFT is to get away from US tech companies. Switching to GOOG would not achieve that goal. Also, Google sheets is only good for basic spreadsheets. The moment you need to do any sort of analysis/modeling, Google sheets fails and Excel becomes needed.
#IS NOW the time to put EVERYTHING into MSFT?
It's multiple contaction. Not justifying it, the market overreacts. But you could make an argument CRM is not worth 50+ (year) multiple. Looking at AI, you cannot extrapolate for even the next 5 years, much less 50. I'm adding MSFT. So doing my part to prop the index.
VOO is up 4% in the past 6 months while MSFT is down 27%. It is not rational to consider an individual stock a "savings account". You can consider it a high conviction investment, but a savings account implies keeping funds safe.
MSFT being this low reminds me of GOOG at $146 a year ago. Shits gonna rip one of these days
Entire market? Up. MSFT? Down.
MSFT is an assrose of a stock! F\*king hate the shit
MSFT, SNOW and CRWD literally give up in a bull market. lmao Portfolio trailing > 5% from QQQ.
Did you know if you locked up in a tiny chastity for like a long time, it becomes micro and soft? Just like my MSFT, it’s not rocketing anytime soon. All the while mistress and her friends laugh at how micro and soft I am.
I’m in a very abusive relationship with MSFT where I’m the victim
Oh man you guys just fucking wait. One of these days MSFT **won’t** shit the bed really bad.
I'd argue that money talks / dominates. Existing tech / tech stacks (so long as they are "reasonably cheap" will remain. But new stacks / projects are not going to willingly pay MSFT $5m when they know they can do it themselves for $200k & one engineer) - or if other competitors can do it far cheaper (ie: vibed). Those particular departments of large Co get assigned with the task "reduce costs" and bit by bit it gets moved over. \--- The state of AI even 4-6 months ago is drastically different than todays. 6 months ago was somewhat buggy. Opus 4.6 was only realeased in Feb of this year with a 1m context window. 4.5 had a \~200k window. It makes a world of difference.
What an incredible week for us tech bulls. Unless of course you chose MSFT. Then you’re eating ice for dinner tonight
I bought some yesterday, and if MSFT wasn't already my second biggest holding I'd have bought a lot more.
$MSFT bag holder threw the Molotov
Yeah but the stated reason of France moving off MSFT is to get away from US tech
I've just opened up a very large (to me) position in MSFT yesterday. I think over the next few months it's going to recover quite a bit from this massive cliff it's fallen off of
Yeah but not MSFT which is what we're talking about here.
What blows my mind with these comments is in one breath you have people saying MSFT is a savings account, the best company on earth, yadda yadda... ...and in another you have the rise of AI, AI is coming for us all, yadda yadda. You can't have both. You can't have Microsoft as some giant in an AI filled world. If AI can replace entire teams and contribute to tens of thousands losing jobs...it can create a substitute platform for office and/or allows collaboration amongst people. You can't have some software that's off limits but others where it's gone. If Salesforce is a joke and can't be replaced...so can office. Period. However I'd invest in MSFT because the AI narrative is a joke contrary to everything noted above. It CANNOT replace what it's been attributes towards with layoffs and restructuring. That's bullshit.
A senator buying $500K-1M in deep ITM calls is synthetic stock exposure with leverage. The 325 strike with MSFT at ~375 gives him ~0.85 delta with way less capital than buying shares outright. The real question isn't the strategy - it's the timing. What does a sitting senator know about MSFT's next quarter that justifies putting 7 figures into leveraged exposure right before earnings season?
The average ANALyst forecast for MSFT is $585. Let that sink in
Your MSFT investment will be just fine and you will be thanking yourself 3-5 years down the road, heck, you may not need to wait that long. Take the bearish comments with a grain of salt, I’ve seen tons of it, I respect peoples opinions but some of these are way off. The “people don’t like Word” or “companies will switch” arguments are missing the point entirely. Enterprise software doesn’t work that way, and the switching costs alone make mass migration a fantasy, or at least a very long term solution. And yes, the recent pressure came from the OpenAI noise, and yes it is a risk to consider but Microsoft is doing everything to be independent from OpenAI for good reason. Microsoft isn’t betting on a single model, they’re building a multi-model offering, which actually makes them more resilient, not less. On vibe coding a whole office suite, that’s a consumer-level conversation. You don’t vibe code your way into an enterprise contract. Microsoft is a leader in that space and will continue to be for the foreseeable future. Microsoft is A KEY player in Cloud and AI infrastructure. This infrastructure isn’t a trend, it’s the foundation everything else is being built on. Cloud and AI aren’t slowing down, and neither is the infrastructure required to run it all.
Picked up some calls for SNOW and MSFT, please keep the bombs in the planes this weekend 🥭
Lmao fuck this market. MSFT is up .2% from when I bought calls at 1:50 and my calls are down 2% .
Is RDDT a good buy or not? How about MSFT?
I just mirrored the trade of a US house rep. MSFT 325 6/18 calls. It will be my first time insider trading lol.
I'm not buying MSFT directly, instead slowly DCAing into IGV ETF during this software downturn.
MSFT will eventually turn into Skynet, I am loading up on it every week
Probably not the best insider trade to follow. Look for larger amounts and more aggressive positions. Like the 1M of MSFT call options purchased by rep Josh Gottheimer
I consider my MSFT holding as a savings account
Stock pickers lose money, shocker. Absolutely nobody on Earth knows if MSFT will go up or down, and any “hypothesis” is just a guess really. Just buy an ETF and forget about all this stuff.
There’s a lot of people out there who wish they could forget MSFT
When will MSFT stop getting 🍇 everyday? Lmao
$MSFT acting like Windows Vista
>Anyone watching MSFT? Thoughts? The sub is basically a Microsoft stock sub, people talk about it post about 10 times a day, anybody post for stock recommendations and it's always Microsoft is the answer. So probably not the best sub to ask this question
Can MSFT go green please
MSFT is 70% of my networth, having sleep for dinner and shitting 7 times per day, but not gonna sell shit
How far out do my MSFT calls have to be before I should just go over to bagholders over at value investing?
How long will I continue to fall for the analyst sentiment on MSFT???
Microsoft(MSFT) has proven to have great port fighting capabilities and equipment. Just ask our enemies(msft bols)!!! President 🥭
MSFT investment in OpenAI will pay dividends forever because MSFTophiles can just ChatGPT stock worship
You mean like france trying to ditch windows? Sure, that isn't bad. But MSFT doesn't even make that much on OS shit anymore. It's all about azure and cloud computing. And once a company locks into one infrastructure, they aren't going to leave. It just costs too much to rebuild all their shit to run on other hardware.