Reddit Posts
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
First ever closed trade on moomoo, and it's a solid win thanks to Microsoft
I'm deciding to sell NASA (tema) etf for tax loss harvesting, since I made around $300 in profit so far in 6 months. Should I do it or no? Needed thoughts.
Put ~$1.17M into MSFT. 29 days later walked away +$340K. 🫡
Ban bets Nintendo to $16 EOY and MSFT to 500 (when it was at 367) guy here. Ban bet to $25 by EOY.
free tool where you can enter any S&P 500 ticker and compare its historical performance
MSFT - bought the dip June 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT hits positive net gamma exposure right now
I’m rotating around 80% of my MSFT position into META. Here’s my reasoning.
Ban bet Nintendo stock to $16 by EOY and if it hits $16 I’ll donate some switch 2s to children Hospitals
Where would you put surprise inheritance money
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
four green days, one red, and the red one is the only one i learned anything from
FOLLOW UP POST - Full Port Microsoft - Undervalued !!! 🚀📈
[LIVE Webinar, Sunday, August 2 at 11:00 AM ET] Top Stocks for August 2026 Based On Artificial Intelligence: AI's Highest Conviction Stock Picks | LIVE Forecast for NOW, MSFT, PLTR
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
There’s no way these ppl at simpler trading make money
Crazy week, what should I do with my remaining calls?
You can guess where I bought GOOGL then MSFT
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Loss porn with a profitable day to cap off the month
Gambled my girlfriends account on MSFT and paid off
New to options, so far doing okay, but I feel the big red coming one day
Me after selling my 6 mo MSFT bags for $170 profit and texting my mom that I made a killing of Microsoft stock
Revenge traded a NFLX loss into a $700,000 MSFT profit 💰
I see you out here freezin' like a bum, eatin' out the dump. MSFT the illest out the bunch. The butterfly was a caterpillar once.
I wish I never invested into LUNR and NASA. been waiting for a few weeks to sell, but ofcouse dip keeps dipping....
How to properly evaluate MSFT's capex (including neocloud contracts)?
US Stocks are Reddish..What’s Your Go-To Short-Term Pick
I have been saying for the last 4 months to buy Microsoft. Check my post history
Why is Microsoft (MSFT) up ~8% premarket after earnings?
Why is Microsoft (MSFT) up ~8% premarket after earnings?
MSFT AND META BOTH SET BILLIONS ON FIRE FOR AI. ONLY ONE GOT APPLAUSE 🚀📉
My Thoughts on $MSFT and $META Earnings and the Maturing AI Trade
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
Meta was Down 10% and MSFT up 8% After hours
Mentions
why are we propping up MSFT
do you think the sell volume on MSFT is high enough to send it to 490?\
MSFT is losing at AI so bad even gates is anti-AI!
CALLS CALLS CALLS ON META GOOGL MSFT NVDA. This is last chance for entry unto Generationally Changing Wealth. Baccarat
Yep took some profits from MSFT and started a position in AVGO. Lets go 🚀 just be patient, this thing is soon going lift of
MSFT puts was always the move
Avgo feels like what happend to MSFT when it went from $555 to $350. Can't beleive it was $495 not ago
I’m gonna give yall all upvotes for posting anything because this thread is quite recently. I don’t have any picks right now to share. I’m debating on selling some MSFT (Roth) if it hits 500 again because I see it sitting here for a while now, could be wrong tho.
show us your MSFT gain porn mate
OpenAI burns thru its cash training models and doing hard stuff then MSFT scoops up the finished result and incrementally improves from there
GOOG is the new MSFT, only shit everyday
MSFT is the best fucking stock ever
Will MSFT dump eet or no?
Satya had the audacity to tell us not to use the word 'slop' when posts like this exist. Puts on MSFT.
I think it’s the other way now with GOOGL / MSFT / AMZN / META. Without their CapEx, the market tanks. NVDA is a beneficiary of their spend
I actually predict a little rotation here shortly; NVDA will sell off and MSFT will go up
Apparently app, MSFT, intc, and amd ran after last nvda er. Might buy NOW calls.
Not selling my MSFT bags anytime soon. They're rolling out new AI features at a crazy pace and their fixed price AI-licenses are being replaced with much more profitable usage-based billing. Literally everything from them is being redeveloped with AI in mind.
GOOG and MSFT will be kingmakers again
Hey guys you ever notice MSFT are also letters in Microsoft??
What’s with the spikes in volume on stocks like CRM, UBER, HUB, MSFT after hours
The only 4 STOCKS/FUNDS/ETFs I'm actively trading are $SPY $MSFT $USO & $LCID. Through six months of active research she thanks to you doctors of degenerate regardency, I have learned about crack spreads and derivatives. I'm a Medical Biller and Compliance Officer in Infectious Diseases. I know arbitrage and actuary. The casino is a blast. Shout out to the @MODS for putting up with my shit memeing and rapid messaging. TL:DR. Calls until the election then wait and see. Everything ends at some point. 🤡🫡
Thats just not true, they guide for 7-9B because of their capacity. MSFT and META only account for 50% of their revenue, rest is a mix of enterprise and AI labs. Their reliance on MSFT and META will decrease even more after they built more capacity. You should take a deeper look at them.
MSFT 483 tomorrow, easy
They guide 7-9bill because they have 40 bil contracts with META and MSFT for approximately 5 years. Who else will pay them an additional 12 billion on second year?
That's what I thought at the MSFT ER when selling a short term call against my leap.
MSFT please don't let me down tomorrow. I need you to collapse to 480 🙏🏻
Quarterly reminder that ZOOM’s business model is selling a product that MSFT gives away for free.
why would anyone buy INTU instead of MSFT
They are going to push the price down on AVGO as they did with MSFT and PLTR, to name a few. Than start pumping it when most retail have given up and sold out.
No Im talking about Google/Amazon/MSFT etc actually claiming their direct investment in these companies as quarterly income, not the revenue associated with their business. For example, last quarter Google claimed $99 **billion** in income from unrealized (unsold) gains in Anthropic and SpaceX, out of a total net income of $112 billion. But these values were recorded back when these valuations were at their height, SpaceX for example has definitely dropped since then. If Anthropic/SpaceX drops in value prior to next earnings relative to what their valuations were before, I dont think it's impossible that Google ends up showing negative next income from the drop in those same unrealized gains. (Obviously 100% dependent on what happens with those valuations)
God damn it. Stop stepping on MSFT at 490.
$MSFT $NVDA - OPENAI CLAIMS ITS NEW CHIPS CAN OUTPERFORM NVIDIA PROCESSORS IN TESTS Scam Altman
fuck you MSFT piece of shit just dying to go red
MSFT went from 350$ to 500$ in 1 month and someone still complained :D
# MSFT is such a sad sack of shit lately
While I think the OP is right in the long term, I don't see much changing until Capex starts drying up. This bubble will pop. My gut feeling is that it needs it Lehman moment for that to happen, which will likely be OpenAI going under and taking several companies down with it. That said, the Mag 7 has been rallying and actually become an odd point of safety in this market. I'm using this to sell covered calls on my MSFT shares (former employee) in hopes that some of them get assigned once the price ticks over 500 again. NVDA I think has the most to lose here and has pretty much maxed out its value, which is why puts make a ton of sense, especially given their desperation of late to keep the house of cards alive. That said, while I could pop in 2026, I think 2027 is a safer bet. OP, add GOOG and META to your list.
MSFT red.. this pump is real and not gay
For me, the risk isn't secondary GPU liquidation prices so much as contract renewal terms down the road. If Microsoft signed a 4-year non-cancellable compute lease, lenders are mostly underwriting MSFT's credit to service the quarterly debt. What happens when those first multi-year commitments expire in 2027-2028 and inference pricing has cratered 70%?
Everything except MSFT 😫
If you guys had this port what would you do? Up bigly on MSFT and believe in it long term. The other two RDDT and META I’m no longer convinced in. https://preview.redd.it/1f4smyc9fhlh1.jpeg?width=1206&format=pjpg&auto=webp&s=c9d19afa2c9d5c31abcd2a9ac04a414620a678f6
MSFT, AMZN, and google are just going to use spare compute for cloud storage. Oh no stuck at 40-60% margins
Stock price = 219$ Lets assume 8 bil annual revenue (40 billion from META and MSFT deals over assumed 5 years). Diluted number of shares: 350.000.000 Net margin = 20% (optimistic for hardware bound company) Calculated P/E from eps = 47.9 So current stock price already accounts for a lot pf revenue increase upside for the 5 years horizon. Why would you expect to rise revenue even futher than 8 billions?
No doubt. But couldn’t MSFT pivot/acquire/reneg to avoid loss, or even profit? I guess I don’t understand the business model of highly leveraged, rarely secured, compute debt in a high rate world. The upside has been accounted for, but the risk is super high.
I got a 390 average on MSFT and I feel pretty good about that
I mean, being a gamer makes you understand the companies and the market a bit better than the standard joe on the street. Most of the companies are tied into tech or consumer discentionary, so generally knowing those markets helps. But if you are actively playing their products and know the communities well, you will have a better idea about the true state of the company having played their games. I think there may be an ETF related to gaming specifically, though it would also tied into entertainment ETFs, though I would do some research on that. I've been a gamer for a loong time. I used to own NTDOY stock for a few years, and I did fairly well with the stock. Also CRSR, who manufactures hardware, though I don't think I did so well - I didn't hold it for too long. Most of these I dabbled with when I was first learning about investing. I still own MSFT, GOOGL, and NVDA, although these are more diversified plays.
How would NBIS be able to make profit on MSFT and META contracts with rising hardware costs? Doesn’t those contracts specify how many GPU clusters are covered in the deal?
I hope you held that call. I made a knot off MSFT and sold it way too early
hasn't been bad recently. I bought a few weeks ago almost back to breakeven. It's gonna moon like MSFT did before EOY.
MSFT is one of the better positioned early investors, that's why I wouldn't target them. It looks like people afraid the AI trade went into Microsoft lately. They will go down like everything else if we get a crash, but come out of this better than pretty much everyone else. The real tech winners IMO will be Google, Apple, and Microsoft.
Correction, MSFT has not issued any direct debt to fund its AI capex. SPV JV companies have issued debt but it’s quite modest in comparison to peers.
GAMR top 5 holdings: MSFT (~12%) NVDA (~10%) Tencent (~9.5%) AMD (~9.5%) META (~9.5%) None of these are pure play gaming stocks. They will all move more around AI news rather than gaming news. https://amplifyetfs.com/GAMR-holdings/
$MSFT $META $AAPL $AVGO $GOOG all looking for safety and stability
Zero spread on the 2040s is the line. MSFT and the Treasury both at 5.11. I add duration when that spread opens back up, not when the IMF writes a paragraph. Japan selling $30bn in a quarter is the buyer getting paid to stay home.
RSI indicators showing AMZN/GOOG/MSFT/META all about to go on a run and NVDA about to nose dive
The book was in turn of the century China, owning land was the equivalent of the s&p500. Today the equivalent would be your grandson liquidates all your MSFT shares that you bought for $40 back in the day because he wants to rent a yacht for his 25th birthday.
can we get another 10% MSFT day pls?
Yeah, feel like this and google is a similar play. I bought the hell outta MSFT when it was getting destroyed and sold over the last 3 weeks, made like 20k from that
There are clear basket trades if you look at heat maps and compare tickers intraday. Look at $AAPL and software like $MSFT / $ADBE when semis are red dicked down.
I’d pump the brakes slightly on “cratering.” Treasuries still clear, still settle everywhere, and in an actual panic I’d bet money flows into them tomorrow like always. What the data shows is subtler and honestly more interesting: the premium people paid for that privilege is gone. Zero spread to MSFT isn’t the market saying Microsoft is safer, it’s the market saying it no longer pays extra for the sovereign label. Thats not cratering, its erosion. Erosion is slower and quieter, which is kind of why I wrote the post. Cratering gets fixed by a crisis response. Erosion just keeps going until someone rebuilds the trust, and nobody’s currently working on that part IMO.
**MSFT is doing fine.**
# MSFT is green in all this mess, yeah the market is cooked
In the spring everyone was bearish on MSFT. Now its up almost 40% off the lows.
Unbelievable. GOOGL and MSFT actually held up SPY long enough for the other stocks to recover
MSFT is green let’s gooo!!
I love how the market is red and people are out there like “you know what, META and MSFT is a good buy”
Remember when MSFT was over 500
Not even MSFT is green premarket. It’s over!
Whatever you say, I’m sure companies like MSFT growing cloud services by 43% in a year and being capacity constrained by… compute… will definitely make them stop all funding to get more compute online. Oh, and I’m sure the Capex will stop because companies who have never been profitable because of front-end loaded builds, are still not profitable.. Yes, much has changed.
Of all the stocks to banbet u did MSFT? The counter AI giant that is the only thing holding up lol
**BanBet Lost** — /u/WKL1054 (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▼ | $495.07 → $475.00 | -4.1% | 1w | Lost |
Why is wednesday pronounced wensday and why is tuesday pronounced chewsday? Why not just write it like how it's pronounced? Anyway, $MSFT and $MA are my only positions I'm keeping during this volatile week
Usage was never the question. Whether the revenue covers the capex is. MSFT, AMZN, GOOGL and META are running roughly $700B of capex this year. Put a five year life on that and it's about $140B a year of depreciation before anyone earns anything. Want a 10% return on the capital too and you need north of $200B of new operating profit a year out of this cohort. At $25 a month that's something like 700 million paying subs. And consumer isn't even where the money is meant to come from. Doesn't mean bubble. Just means everyone using it and the capital earning a return are two different things.
the only similarities between MSFT and MSTR are the letters of the alphabet lol
I like this bet. I also had 400k own money + 380k margin with MSFT and it worked out well. Of course SPCX and MSTR is not MSFT though 🤣 Good luck OP!
Wait, are you saying that hyperscalers like MSFT, GOOG, META, and even AMZN have no cash? Sure, it looks like they are negative fcf, but removed that AI capex and all of them have a solid stream of cash flow, and that is the only reason why they can do what they’re doing right now.
NIKE should have a turnaround like MSFT
You're comparing gold with an index, when it should be Futures vs Index, your comparison doesn't make sense. Gold should be compared against individual stocks. Gold has done well though no doubt. But its only as of the last 3 years that its made up for a good amount. Its folded over 22 times since its post 2000 low, whereas a stock like MSFT folded over about 34 times. I did make a slight understatement But my main point was he has been talking about a market crash as a reason to buy gold, and its continued on upward the whole time. He was always talking about a bond market bubble as well, which is hilarious. The people that seem to praise him are mostly knuckle dragging doomsdayers. One day the big crash will happen though. But Schiff has been wrong year after year about a stock crash.
good points! Well illustrated! Nothing against it, but liquidity most likley comes back as time goes own and the stock usually moves everyday. Slippage is real, but in a MAG7 Stock this is usually not the case. With options, timing is everything. If META announces they really can sell excess compute at elevated prices, this LEAPS will be more valuable no matter how high the spread may be. I suspect META is going thru the GOOG, AMAZN or MSFT phase. Months, maybe 1.5 years of nothing but continous drain and then it rips! But yes, liquidity considerations are important, u are right
The market overreacts all the time, man. Look at MSFT: -17% one month, +30% over two months. There's no enlightened rationalism at work here, it's just sheep panicking from one side of the pen to the other.
Depends on your risk tolerance. If you want to be a bit safer, invest in the big guys like GOOG and MSFT. You won't 100x in 3-5 years, but you will get consistent growth. Those companies always come out on top, even if they start late. If you are very risk tolerant, then go with individual stocks. Based on your post, what I believe, is that you dont really know what you are getting into. You are looking st the past years and thinking you can make a lot of money. Stick to the big guys until you do some real research that doesn't involve asking Reddit for a broad opinion.
I think GOOGL is too caught up with datacenter build out atm. IBM is the only large tech company that is really focused on quantum whereas the hyperscalers mostly invest in quantum as a sideshow. Literally haven’t heard anything from MSFT GOOGL or AMZN in regards to quantum since last spring, but IBM CEO is always preaching quantum when I see him interviewed on CNBC.
those MSFT dips to 350 were the super-megacap trading opportunities of the decade
Everyone here arguing what's going on with NVDA stock on Monday but anyone with a brain will know you just buy memory stocks. It's the obvious play. Just like when everyone was trying to figure out if they should sell Google or buy MSFT because they own a large chunk of open AI a few years ago. The obvious play was just to buy NVDA
MSFT isn’t going anywhere.
Hyperscalers don’t have cash. They are in fact debt financing and using off balance sheet finance and all have negative FCF except MSFT.
MSFT isnt borrowing money to pay rent 🤡
Neither were Uber or Amazon for years as you know. Tech is hook everyone first and charge them later They don't need profits yet when big tech is acting like a full time sponsor for their GPU addiction while the MSFT cash printer goes brrr
Drop MSFT, add Honeywell. MSFT aren’t serious in this realm and only punish joke papers to get gov funding to piss up the wall. Only to buy Honeywell q-bits for demo work.
GOOGL, AMZN, and MSFT.... For security reasons, they'll all invest in quantum at some point, but they won't be reliant on it. There's a few quantum pure plays out there but they're still all extremely early and speculative. There's no clear front runner yet
I'm a professional analyst. All this talk about the "massive" debt issuance is moronic. They're big companies. What's important is the ratio of debt to equity. GOOG: <0.2x MSFT: <0.3x AMZN: <0.3x META: <0.4x If you think these are high leverage levels... nothing is investable to you.
The obvious one is SPCX but on a non-troll level: MSFT