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
Good luck man, I’m also in a precarious spot but with MSFT. Hoping for a good day tomorrow 🤞🏼
imagine being upset at multiples compression instead of viewing it as long term opportunity long MSFT
Sorry it’s all my fault for buying into MSFT and HOOD https://preview.redd.it/fvnfas63i5jg1.jpeg?width=1179&format=pjpg&auto=webp&s=f4c9f310ec8ac7c111e71b9613a12b713bdbbce3
When it gets as dumb as Grok, I'll start buying MSFT again.
*it’s the way that hair net kinda covered up her ear* *had me askin’ why the* **fuck** *she was even workin’ here* *but next time I get hungry* *i’ma drive to Pasadena* *’Cuz I just gotta see her* *Mi linda cucina* Bro says “my beautiful kitchen” instead of what I assume was meant to be “my beautiful cook” at the end their but “cocinera” wouldn’t rhyme and i guess you do what you gotta do MSFT is a stupid obvious buy at this price. Short dated options will cuck you. Buy leaps or shares. Shit could go lower in the short term. Honestly, all of this bullshit is pretty normal. If I had a 10 bagger for every time we almost invaded Iran and the market freaked out about it, I’d be a billionaire. Shit ain’t gonna be WW3, Russia does not care that much. No mutual defense or security guarantees in their treaty. Now, a boots on the ground invasion of Iran, idk. Honestly my worry there is more credit downgrades for the U.S. because a major war would be expected to balloon our deficit. Iran’s big and its geography is fucked. Would be way worse than Afghanistan/Iraq. But fuck all of that. The only concerning thing is gold, the USD, and this vague sense that everyone is looking to cut us out because we’re talking shit and renegotiating constantly.
Shall I sell my CRWV and take the 1,3k loss like a man to diversify in software stocks and MSFT or shall I clench my butt and ride it out?
what in the actual fuck is happening to MSFT
That was a tough call. I decided to distribute its allocation between the others. Amazon has a stronger cloud business and has the added diversification of the retail side. I think they can expand margins using warehouse robotics and advertising revenue. BABA adds a bit of international diversification and long term China energy grid connection, GOOGL has a lot of overlap on business model but with stronger vertical AI integration. Oracle offers a (small) pure-play bet on OpenAI infrastructure. MSFT has the weakest internal chip program and has struggled to incorporate Copilot in a convincing way. They're getting lapped by Anthropic Cowork (largely owned by Amazon and Google) in their productivity apps. It's still an excellent business and a strong part of any portfolio though, I just wanted to reduce the number of picks.
AMD, NVDA, AMAT, GOOG, MSFT, MRVL, ORCL. I wouldn't do anything until Q1 is over, I suspect more bloodshed is on the horizon. Rather buy on a 5-10% upswing and see something positive. Lately, even blowout quarterly earnings are having no effect on stock prices. So many good companies that had excellent earnings still saw their share price drop 10% or more.
Yep ... Just like how we saw them all have incredible runs for the last 3 1/2 years, it's gonna collapse and go way too far the other direction. META 550, MSFT 340, AMZN 170, GOOGL 260 ... all we need is a few more bad reports, back-to-back tweets, geopolitical uncertainty and it all comes tumbling down.
Any high quality stock that you buy 200WMA is a great buy. MSFT already there. AMZN almost there. I don’t think you would lose on any of them.
Less capex is generally bad. As long as Amazon has a positive ROIC you’d want as much spending as possible, you just don’t want them to cancel projects due to overestimated FCF. Considering Amazon has one of the most sticky revenue segments with AWS, it’s honestly possible they take mkt share away from MSFT. MSFT has operating margins going for them, but AI is about embedding early.
>Looks at MSFT >*Have you ever danced with the devil in the pale moonlight?*
All the growth stocks are down 40-50% HOOD PLTR RDDT ORCL MSFT
Google MSFT holding strong today. While Amazon keep dumping 😂😂
5 year returns. Some of the mag 7 are boomer stocks at his point SPY 77% MSFT Microsoft ~70.5% TSLA Tesla ~42.5% AMZN Amazon ~40.7%
look at this MSFT chart. It’s gonna have another bounce.
LT AMZN for sure even though both are good buys. Their retail margin expansion will print money as they replace human packers with robots. MSFT doesn’t have the same potential imo, but ride will be smoother along the way.
I say AMZN so probably MSFT
Im gonna get down voted and maybe yelled at. But I also recommend the Bible my friend. Reading a Gospel. Seriously. Thanks for the write up. I went big on MSFT, too.
Speedrunning how to lose money. Basically making my own triple leveraged strategy. It's the same way that TQQQ works - but I isolated it to a single stock (MSFT) and added in CC's cause why the fuck not.
I consider MSFT and CSCO as boomer stocks🙄
There's no guarantee it won't go to zero. That's the nature of risk. The question is: what is the likelihood of a bad outcome? I approached it from 3 ways: 1. Mean Reversion: Currently, the only time MSFT has been this far below its exponential mean growth trendline (not counting a mathematical artefact tail in the 1980s) was during the great financial crisis. So I asked myself: "is this a great financial crisis, or not?" and my answer is, "probably not." So...from a mean reversion perspective, probably it's going up from here. 2. Historical drawdown patterns: MSFT has only been this far off its ATH a few times: dot-com plus gfc period, fed tightening in 2022, and a bunch of weird volatility in the 1980s. So historically speaking, it's a fair guess that this is at or near a bottom--unless this is a dot-com level crash. Additionally, every time except the dot-com-gfc period, even if it went farther off its ATH, it immediately ripped back to a new ATH in a relatively short period. So again...it's just a bet that it's going up, as long as this isn't a dot-com-gfc level event. 3. Historical PE: At a 25 PE (24ish at the time I bought it), it's historically near the lowest PE you could've ever bought MSFT, outside of the dot-com-gfc period. Again, if this isn't a dot-com-gfc period, then the multiple will likely expand from here, which means price will increase. I'd provide charts, but r/stocks doesn't like pics. You can get the % off high and historical PE from ycharts. You can do the exponential growth trendline calculations yourself relatively easily in Excel. Download a table of MSFT historical prices. Select a column and all the cells in it equal to the number of rows in your price and date colums. The formula is =growth(price column, date column), then hit shift+ctrl+enter to matrix it into the selected cells. Then you just have a column to calculate % off the mean trendline and chart it.
I’m buying up MSFT at this price point but I’m not touching the indexes until we drop below QQQ 590 and I see permabears buying QQQ 500p I think the floor is 560-580. Lot of support at 580.
MSFT 1 year chart looking like a tumor. Bullish
Man, MSFT chart really had me excited today too.
If two or three of us pick up some extra shifts at Wendy's and agree to buy MSFT all at once, I think we can really move the needle on this thing
Huge win for MSFT bulls, it ended only down -0.5%! 🤑 (anything better than -2% on MSFT is basically a green day)
MSFT chart looks completely ridiculous today lmao
agreed. The way I am bullish and the bulls are bears is funny/sad. Even if AMZN or MSFT keep nosediving, eventually these companies will do damage control or the media will change narratives. Wall St isn't going to let their stocks go to zero
There are triple leveraged ETF's that do the same thing - but they charge a 1% management fee. No fee if I just manage it myself. It's like TQQQ - but instead of operating on QQQ it's just MSFT.
Started running a triple leveraged strat on MSFT with daily reset & CC's to milk extra premiums. Literally cannot go tits up - unless microsoft drills in which case I'ma lose 100%. Strat: full port MSFT with shares so that "margin utilized" always \~= 300%. The next day: if it's less than 300%, buy enough shares to make it roughly equal to 300%. If it's over 300%, sell enough shares to make it roughly 300%. Then sell slightly OTM CC's on it with shortest possible expiration for free premiums. It's basically free money as MSFT has gotta eventually bottom.
I buy from Amazon every month. I can't remember the last time I bought something from Microsoft directly. The only way I indirectly give them money is every time I buy a new computer every 10+ years, and they get what $139-$199 every 10 years for the new Windows version? If I ever hate Windows, I can switch to Linux and they get $0 so... Take what you will from that. I tend to think stocks are safer when they cater to the average person. Nobody is going to stop buying things on Amazon if they are cheaper than store prices for certain items AND they get delivered so you don't have to go anywhere. I think MSFT will make a lot of its money from businesses? Well, tech workers keep getting laid off....
absolutely brutal. caught the google run today but MSFT and DKNG calls into tomorrow are my last gamble for now
Pls mag7. Why are you doing this to me?! Down big on GOOG, AMZN, NVDA, MSFT, AAPL fuckkk
MSFT getting wrecked for the 17th time this week.
Nobody is interested in buying AAPL MSFT AMZN it seems
Fair question and I again asked AI (Gemini) the same question, i.e., I asked, "Is this statement true or false, "Amazon has been outperformed over the last 5 years by McDonald's, Coke and JNJ. MSFT has been outperformed by Phillip Morris, Walmart, Waste Management and Exxon over the last half decade." This is what it said: Based on data through **early 2026**, the statement is **False**. While it is true that slow-growth, defensive stocks like McDonald's (MCD) or Coca-Cola (KO) sometimes outperform tech stocks over very short timeframes (like the 2022 market downturn), the statement is false over a 5-year **total return** horizon (which includes reinvested dividends). Here is the data-driven breakdown: # 1. Amazon (AMZN) vs. MCD, KO, JNJ Amazon has significantly outperformed these consumer staples over the last five years. * **Amazon (AMZN):** Has benefited from massive growth in Amazon Web Services (AWS) and e-commerce dominance, resulting in a **higher total return** despite a sharp drop in 2022. * **Staples:** While McDonald's, Coke, and Johnson & Johnson are stable income generators, they have grown at a much slower rate. # 2. Microsoft (MSFT) vs. PM, WMT, WM, XOM Microsoft has dramatically outperformed this group over the last five years. * **Microsoft (MSFT):** Driven by cloud computing (Azure) and the integration of AI, Microsoft has been one of the market's best performers. * **The Comparison:** * **Walmart (WMT):** While performing exceptionally well for a retailer, it has not matched Microsoft's returns. * **Exxon Mobil (XOM):** Despite a massive surge in energy prices, Exxon's 5-year total return is still lower than Microsoft's. * **Waste Management (WM) & Philip Morris (PM):** These are stable, slower-growth stocks that have not kept pace with the tech sector.
This is the accurate criticism of MSFT Their future revenue projections are too dependent on gro wth from openAI. They need to diversify that future revenue to derisk from a pre-revenue company.
Its all institutions. Lots of different reasons for stocks to move, regular buying, options buying/hedging etc etc. Barely any retail orders hit the market. [https://chartexchange.com/symbol/nasdaq-msft/exchange-volume/dark-pool-levels/#darkpoollevels](https://chartexchange.com/symbol/nasdaq-msft/exchange-volume/dark-pool-levels/#darkpoollevels) 50% of MSFT's volume is off exchange, a lot of retails orders get internalised so they don't affect price. The market will always be rigged by the few against the many.
MSFT, AMAZON and hood holders have to be the most stupidest boomers ever. You guys all fail and act like it’s gonna suddenly pop back up 5%.
Buying ATM leaps for DEC 28 at this point on MSFT, AMZN, and Googl. expensive but only thing that feels safe at this point.
why won't MSFT fucking go down
MSFT only down -.22% - thats a win!
Of all stocks to be green, the fucking turd MSFT is one of them wtf
MSFT is a single digit stock. Just bought next week $9 strike puts.
a lot of big names in this round, NVDA, MSFT, Peter Thiel, Sequoia etc
"Amazon has been outperformed over the last 5 years by McDonald's, Coke and JNJ. MSFT has been outperformed by Phillip Morris, Walmart, Waste Management and Exxon over the last half decade." Bullshit. No idea where you got that information. While Amazon experienced a significant drop in 2022, its rapid recovery and sustained growth in AWS (cloud computing) have resulted in a higher total return than the listed staples you named over the full 5-year period. Microsoft has significantly outperformed this group over the last five years.
If you're trying to bottom-fish, MSFT is at a better spot. It's pretty much reached its non-catastrophic maximum drawdown. (I bought some the other day.) AMZN is historically a little more volatile, so the best bet on an absolute bottom is a bit lower. That being said, AMZN also tends to rip higher faster.
Say what you will about MSFT, but it’s the only stock I truly feel comfortable loading up on at every dip. Wanna stack now for the inevitable split one day, long term hold for sure. Great company, great financials, many revenue streams, triple AAA credit, beat earnings, what’s not to like?
Markets pumping? MSFT tanks Markets tanking? MSFT don’t tank!
Neither. Invest in what they're spending an inordinate amount of money on. Much of Mag 7 has become Lag 7 because money is running to where Microsoft, Google, Amazon and Apple are going to spend $600B+ this year. The "invest in where they're spending, not in who's spending" theme has been such the better bet vs mega cap tech for 2-3 years now and yet Mag 7 is the primary topic on here. Microsoft is going to be an asset-heavy company going forward that will have to maintain a massive fleet of data centers, every single one of which will have all manner of things inside that have an upgrade cycle or will simply need to be replaced. Spending begets spending - eventually the capex will slow but it will remain elevated vs history and every data center built is just future orders for so many companies. Amazon has been outperformed over the last 5 years by McDonald's, Coke and JNJ. MSFT has been outperformed by Phillip Morris, Costco, Waste Management and Exxon. At what point does Mag 7 being outperformed by Mag 7 for old people do people lose interest/stop and maybe re-assess? "I’ve been digging into both Microsoft and Amazon, and they both look roughly fairly valued right now depending on what growth assumptions you use." Tell me why not from a valuation standpoint but from a business standpoint why either. What is the thesis for owning one of the above?
Ah yes, time to flee into known safe haven, MSFT
A big piece of the puzzle that I think folks are ignoring is operational execution... Amazon has a lot of experience from its retail business and AWS region expansion in terms of successfully getting brick and mortar capacity in place. MSFT seems to be struggling a little on the actual execution front.
What does everyone think will happen to MSFT price over the next year?
Bought more MSFT, fuggit.
Want free money. Just buy MSFT puts.
The major reason why MSFT's Azure numbers did not impress last quarter was due to a lack of data centers (supply), not due to demand.
the utilities I sold because they got overpriced jumped today on average earnings + insane CAPEX plans. LOL. Proving the MSFT/AI drop is fake as shit
MSFT saved the market
MSFT just figured it should dump before everyone else, so when the market rebounds it'll be the first back. Very bullish on MSFT based on this infallible logic.
" a pharma distribution and logistics company" One that distributes 33% of the pharma products used in the US. The other two names that have pretty much the remaining share (COR, CAH) have done similarly well. MCK is up 390% in the last 5 years, while MSFT is up 65%. Phillip Morris, Exxon, Walmart, Costco and Waste Management are among a lot of boring names that have outperformed MSFT over the last half decade.
\> isn't sentiment bad on copilot, their office suite + pc I believe so, yes. My read is "bleh" - which isn't necessarily a bad thing. So gotta look at it's valuation - which imo the AI "dread" is mostly priced in. Something to look at / remember is it's trading at the covid low P/E's - ie: it's trading at \~pre AI hype valuations. Azure is doing very well from my understanding and driving growth. \> xbox/gaming should be down Very small part of their revenue. \> and the new chinese models + looming deepsek release are dampening the positive mood due to open ai's new codex and funding round on the finishing line Could be, but MSFT is priced as if they're going to lose the entire AI race. Here's their PE / valuation history: [https://imgur.com/a/yfq8hMW](https://imgur.com/a/yfq8hMW) \--- A big sentiment signal (to me) is that a bunch of guys started throwing down / posting YOLO's on MSFT on WSB's. It's also green today despite SPY being down 1%.
MSFT pumpin. Banks pumpin. SVIX dumpin. Big green for me today. How did anyone lose money?
I'm sorry for ever doubting you, $MSFT. I wasn't familiar with your game 🔥
Because it's a fantastic company that distributes about 33% of the pharmaceutical products used in the US. It's up about 390% over the last 5 years vs MSFT at +65%. The other two that basically make up the rest of the industry (COR, CAH) have had a great last 5 years, as well. Why have Exxon, Waste Mangement, Walmart, Costco and Phillip Morris outperformed MSFT over the last 5 years? Johnson and Johnson, McDonalds and Coke aren't that far behind.
# TSLA, MSFT ,and META in particular need to be bankrupt!
I love this strength in MSFT
Go MSFT! We need our calls to print! I promise I will unlock my Teams chat.
I sold my MSFT calls early couldve 100% But gain is a gain right? Steak for lunch? 🤔
Got rugged 90% on crypto bets last week, now relying on MSFT to fix it 🤡
$MSFT you beautiful machine, have a cookie.
Man guys shall I sell my CRWV to buy some safer stuff like MSFT, AMZN, GOOG? Or rather software stocks? I’m afraid of the dump next week due to NBIS prognosis
Turns out MSFT is worth more than 3$
McK might look cheap on a P/E basis but MSFT’s growth and cash flow profile justify a premium, so it really depends on what you’re prioritizing.
MSFT actually green
MSFT trying so hard to go green before dumpling
That dude who got puts on MSFT after putting 100k in calls is an obvious sign that it will be climbing. Inverse. WSB.
MSFT has bottomed. Hasn't deserved to lose this much value at all.
Yeah look at how hard MSFT and META is pumping from AI spending.
MSFT ending green! 430 next week incoming!
Does anyone remember the rumor that MSFT was in talks to acquire Valve for $16B? That was the biggest fantasy land bullshit rumor I’ve ever seen. Valve selling to MSFT is ludicrous to the point of comedy, and a 16b offer would be absurdly pathetic. Valve would be worth 10x that if it went public.
Does MSFT know how to go green?
My Deleted Items folder in outlook specifically says "Items in this folder will be deleted in 30 days." Meanwhile there's an email in that folder from 2013, wtf? Puts on $MSFT
Really should've held my scalped spy puts this morning but took quick profit. Been riding MSFT up and down for easy morning profits. Eyeing calls on MSFT and SHOP for big gains when they turn around.
#in case you missed it, MSFT $440 guy sold his calls and got puts #rough
Which dip to buy SLV, HOOD, IBIT or a bit of each? Im already balls deep on MSFT and got a little NLFX today
Sector Rotation from everything into MSFT
MSFT now flat but my calls from yesterday up. Thanks VIX!
MSFT should be like 388 today given everything else but they're counterbalancing it against AAPL
MSFT is somehow both the best company on the planet and the worst company on the planet
If MSFT stopped trying to fleece their consumers and offerred a decent search, theyd crater GOOG.
I bought MSFT calls btw. Guaranteed to go back down now
I cannot exaggerate how much MSFT and GOOG doing a V today saved my ass
You need to get in MSFT now before they announce the Robo-Butler It’s going to make Optimus look like a god damn tin can
MSFT bulls when it is -0.2%: wow thats basically green!