Reddit Posts
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)
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Back to back days of huge volume in MSFT after hours…
AAPL at $302, 36.6x P/E. Can AI justify the premium?
This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?
big tech's $350B AI capex is returning about 18 cents on the dollar
I have been buying up MSFT and NOW for the past 2 weeks. Microsoft sitting at such a low PE was crazy
I tracked recent Congress stock trades - here are the most actively bought stocks this month
Fired my old fart financial advisor, stopped swing trading, started taking profits, started buying the dip (PT. 2)
Mentions
Like an abusive ex, I’m coming back for MSFT calls. August $420, pray for me.
I thought today was a good day to buy some MSFT, and it totally was. I expect a modest payout in about 42 years 👍🏻
"Does most of the analysis on this sub miss the key point?" The key point is that much more was spent on capex this year than last year and much more will be spent next year. The narrative (and much of the last 5-6 years has been narrative driven in some form or another) of AI is considerable and that's what stocks people want and talk about. People can talk about things like "If MSFT is spending all of its free cash flow on AI data centers and demand doesn't materialize, their stock price is fucked" and it might not be until 2028 until that is realized for all we know. People on here in 2023 were going on about how people should buy PYPL instead of NVDA after the latter had started to run up because "PYPL was cheap and AI isn't going to happen." "capabilities of AI models, their use cases, how much value they are delivering to companies etc." What that looks like is considerably different than it was a year ago and will quite possibly look quite different 6 months from now. We're at the point where the government is suspending access to Anthropic's Fable and Mythos - https://www.anthropic.com/news/fable-mythos-access "Somewhere around 26/27 or so, the mood in Washington will become somber. People will start to viscerally feel what is happening; they will be scared. From the halls of the Pentagon to the backroom Congressional briefings will ring the obvious question, the question on everybody’s minds: do we need an AGI Manhattan Project? Slowly at first, then all at once, it will become clear: this is happening, things are going to get wild, this is the most important challenge for the national security of the United States since the invention of the atomic bomb. In one form or another, the national security state will get very heavily involved. The Project will be the necessary, indeed the only plausible, response." - "SITUATIONAL AWARENESS: The Decade Ahead Leopold Aschenbrenner, June 2024" (https://situational-awareness.ai/)
MSFT already went under $400. Dogshit
MSFT -> 480, AMZN -> 280, GOOGL -> 400, NVDA -> 235 : pls make it happen daddy market
On the contrary, I own MSFT
MSFT will never see 400 ever again
MMs making MSFT show "signs of life" like that one Simpsons joke with Mr. Burns and the shock jock
MSFT about to go below 400 for the rest of the day, isn’t it?
NBIS up 30% in 2 trading days is wild. NBIS and MSFT lowkey were the best dips to buy who would’ve known
As long as MSFT doesn't have its own in house AI like its rivals, the market will continue to shit on stock prices. Barely going up on green days and tanking to red hell on bear days.
MSFT back on the menu boys. 410!
Sweet MSFT isn't shitting the bed on good news for once
Buying MSFT calls when it’s trending up and actually will recover? Nah I’ll pass. I’m only into buying calls when it’s nervously slipping down day after day and there’s no hope.
My skin is crawling with the intuition to take a loan out and buy MSFT puts. We all know how any bit of green goes for this garbage
Thursday Friday inverse h&s on MSFT. Could be a local bottom. If it’s not then I’m going to be a local bottom.
Can't wait to sell my MSFT stocks, just waiting to get green and I'm out. This stock is pathetic.
Just here to say $MSFT, $IBM, $ORCL are buys… thank you for your attention to this matter!
Just here to say MSFT, IBM & ORCL
Is MSFT allowed to be green like this??
Surely guys this time MSFT will hold its gains and not dip 15% immediately within 3 days after a green day.
I learned anytime I have profits for MSFT with calls is to take it
MSFT finally hitting 2024 highs
it's MSFT that worries me the most... how can that motherfucker be pumping
MSFT above 400. Top must be in.
oh god, MSFT made me invest 🤤🤤🤤
This... Imagine not getting sub 400 MSFT
LOL if you didnt buy MSFT under $400. FKING REGARDS
MSFT is at the same price as it was at january 2024. BUY THE FUCKING DIP. WE GOING BACK TO $500 IN JULY IMHO. IM JACKED TO THE TITS ON MSFT
Our euphoria indicator (MSFT is green)
Careful MSFT you’re going to hurt yourself playing up there
Even MSFT is green, bers definitely went extinct
Damn MSFT.. save some gains for the rest of us!
even MSFT bagholders are eating today, how can you possibly lose money in this market is beyond me
MSFT being sued for defrauding investors lmao
MSFT... up? I don't understand.
Who buys MSFT instead of MU today
Imagine and idiot like me owning MSFT and AVGO on a day like today……..🤬🤬🤬🤬🤬
Added a bit more MSFT and hoping market will ignore fcf per share getting nuked for the next few quarters.
Just went 100% of my life savings into MSFT at $398. I have a better average cost than bill ackman. Fuck you bill
Imagine not getting META sub 600 and MSFT sub 400
Just went 100% of my life savings into MSFT at $398. I have a better average than bill ackman. Fuck you
Everything was expected....except MSFT doing a 2% upwards movement
Hey MSFT can you keep going higher buddy thank you.
We should pick one stock and sacrifice it to continuously dump while others moon My vote is MSFT
Fuckk! Can MSFT just go back to 420?!
$456 avg on MSFT, how long do i need to hold the bag!?
Mfs be like “MSFT is undervalued at a PE of 23” and then proceed to buy FDs thinking they’re going to catch the exact moment where the market is going to reprice
If I recall correctly during dot com even SPY500 tanked -50% over 2 year period. More on QQQ for 3 years. Anyone who had any common sense wanted to get out of stocks especially those tech stocks. MSFT stayed underwater for 16 years not a few years. The Intel inside story was there always had more processors than they knew what to do. It was not until last year resurgence fueled by the govt and private sector. I had my own indices so losses were not as significant may be -37%. But I quickly cashed out much of the equity market went into saving bond and non-qualified annuity. Objective was cash preservation not wanting to expose risk more. That was achieved with 5-6% state income tax free and inflation adj(+55% from 2000-2025 era). My annuity one pays 3.5% from one tax free and another in equity. The first one depleted while equity is w/d monthly and I have more left than initially deposited. After reading two commentaries below I still think I did the proper thing stayed partially out of the stock market and put in very safe almost tax free products. Today the annuity may not look that attractive so is inflation adj saving bonds. To prove that point I bought SPY, DIA, Equal weight SPY, Brk\_B for comparison for almost 10 years. Any crazy all red day, I notice Brk\_B often was the lone green fund while DIA is well diversified enough. Long term investment is best optimized having several indices moving funds from one to others.
What kind of bubble are we talking about here? VGT forward P/E is like 24.3x. This is literally way below average for the last 6 years. Mostly because the big caps MSFT, NVDA, valuations have kind of crashed because of both an earnings boom and fears about AI overspend. Like you might argue a bubble with a magnifying glass on specific Non-Nvidia chip stocks, but what kind of bubble is this? VGT forward valuations were 31.3x in 2021.
might be a stupid move but I bought MSFT calls for after earnings in July. August exp at $420 strike.
MSFT is the insider signal 😭
what does it mean for the market if MSFT is green
Yk it's a good day when even fucking MSFT and META are green
If your in META and MSFT theta month
MSFT is always killing the vibe
MSFT should be up 10% today to regain the needless selling from last weeks dump. Of course it barely is going up as much as SPY
Just upgraded to server 2025 and I gotta say how shit it is. I was allowed to make as many VMs and use all of my cores previously, the hardware was the only limit. I could allocate whatever I wanted. Now, I cannot use server 2025 for more than 2 VMs, I need a server 2025 DATACENTER that is already 4x the cost.....and THEN license EACH core seperately. I'm looking at a 20x cost, to go from 2 to 3 VMs........ Yeah, I'm going to linux. Go fuck yourself MSFT hope you go lower you piece of shit
Regarding MSFT, my take is that when you don't need it, you should just let it sit there and rise steadily on its own; when the time comes that you do need it, you'll naturally know how to utilize it. Do you agree with that?
I may be bagholding MSFT, but I hold all the cards.
cmon MSFT *twerk twerk* just do it, bend ur knees and shake dat a$$
Computer going thru endless updates No wonder MSFT is red
Cause they hate the world and want to be MSFT.
NVDA is an embarrassment to the semi industry. Even MSFT is up 2%
Short semis buy MSFT at this point
Sold my MSFT 400c at 396 ama
That and money has absolutely gone towards who is benefitting from the spending by mega caps, which has been a far better place to be for 2-3 years now than MSFT.
Is NVDA the new MSFT?
Spy flat rest of the day? Boring Surprised it's not MSFT fault
MSFT is so dogshit 🤡🤡🤡
AAPL price action consistently even worse than MSFT, but goes unnoticed as it had more slightly green/flat days and maintained a range- But yeah horrible for calls either way
yeah people said that about MSFT in october and look how that played out. just buy stocks that actually go up, don’t waste your time
I mean surely meta goes back over 600 and MSFT over 400 with this pump…
I dont know how baggies hold MSFT even SPCE is pumping right now
MSFT bro, your friends are pumping 2-4%, wtf are you doing
MSFT is dead money
You know what MSFT isn’t shit if I will it it shall work !banbet MSFT 420 1w
I am sexually attracted to my stocks (except MSFT)
1% to ath meanwhile i hold SOFI, MSFT; META calls and my calls still down 50% lol
My niece works there and I work in MSFT. I am 42, she is 25 and has higher net worth than me, fml
AAPL and MSFT continue to be left out of the party
Just adding in MSFT as much as I can. Under 400 is a steal and a half
Come on MSFT you can do it!
I grabbed MSFT calls on Friday instead of SPY, what a dumbass
I cant believe people are still complaining about MSFT in here you gotta help yourself in eventually
Ofc MSFT is up the least. Piece of shit
wow MSFT is so fucking garbage. This company is definitely going disappearing the future lmfao
MSFT will go red today as well 🤣