Reddit Posts
Fellow MSFT holders, are we holding long-term or selling anytime soon?
Is anyone able to explain this drop the past few days? Are stocks like MSFT, GOOGL, and AAPL what we should be buying now?
My wife and kids said they wanted to ride rollercoasters. I said we have that at home on my phone!
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
Question: Why Do Individual Stocks Move in Tandem w/ Others?
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
Built the Free All-in-One Smart-Money Tracker
I gonna sell these stocks and they will fly, based on recent data.
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
Stop buying my position and crashing it 🤬😡
Built the Free All-in-One Smart-Money Tracker
Azure +39%, AI revenue +123%, 4th st. beat — stock down 30%. The market has decided capex is sin...
Trimming a +20% semi position to build a defensive sleeve?
Chat will these print? MSFT 12/18 $400C
MSFT Bear Call Spread, 96% PoP but risking 10x the credit — sanity check?
Got $10k saved up. Is MSFT at $385 an absolute steal right now?
If hyperscalers like MSFT, ORCL, META, AMZN, etc are down 30-40% semi conductor stocks can’t continue to go up! Says JPM’s Chairman of an investment Strategy Michael Cembalest.
$450,000 USD on MSFT + NFLX. Funded entirely by META profits 🥳
Hands down, MSFT is the worst fucking investment I have ever owned
my MSFT LEAPS exposure as of July 9, 2026
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
Liquidated all positions: Sitting on $1.2M cash for a 2026 macro restart. How would you deploy this for the next decade?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
MSFT update – holding the bounce, but still under pressure
Microsoft's $2.5B bet might solve AI's biggest enterprise problem
Weighing MSFT plays, straight shares or a long call
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?
Mentions
Prediction for MSFT earnings: Initially up 10%. Then during the earnings call the CFO will say "woops, I dropped my pen CAP, EXcuse me for a moment" and -20%.
Don't forget SPY haven't dump yet. If there is a bottom in this dump then SPY needs to dump hard like QQQ and SMH before we can find the bottom. It may start tomorrow after FOMC Meeting and Earning in After Hour (META/MSFT).
Anthropic and open ai right now are fighting the expensive legal battles, leading the front on r&d and training, and paying for the datacenter build out at peak prices. All while profits either aren't there or are super slim. In a few years someone else will likely reserve the datacenter space for cheap, take an open weight model or buy current AI company intellectual property for cheap, and capture the market from there. I wouldn't be surprised if that someone is Apple or MSFT or Google, but it doesn't have to be. AI is definitely here to stay (somewhat unfortunately), but todays pioneers might not be.
Maybe. I'll probably sell for a loss and full port into MSFT just in time to get fucked for earnings. Watch this.
Bit late to the party, but I just read the conversation you guys had. Nice commentary, thanks! Calls on MSFT it is 👍 u/Combat\_Proctologist , u/2AFellow
Value always matters long term. MSFT will be above $500 in 12 months.
If value mattered in today’s market MSFT would not be below 400
MSFT beaten down too much already. Puts r too obvious. Prob flat tbh
Buy more around 350 and sell to take profits near resistance levels since I’m a bag holder atm. But keep atleast 5% of portfolio in MSFT longterm
What quickbooks replacements exist with integrated state/federal remittance? My wife uses it and was looking for a cheaper alternative? I've worked for an AI startup and have interviewed with at least 8 at this point? I have multiple products that I'm actively selling as well. It's not that they don't exist, its just they aren't integrated into enterprise environments and won't be accepted as an enterprise solution. I work as an AI solutions engineer at a massive fintech and do build vs buy analysis and scope out solutions all day. I'm honestly more bullish on MSFT. The value a MSFT license brings to an organization trying to become Agentic and integrate business workflows and knowledge agents is really appealing.
Riding the MSFT bus to 500 🚌💨 Next stop 450.
I mean my NOW / TOST / MSFT would love for that to be true but the reason for the software selloff does not become totallu unwarranted just because chips are crazy overvalued. The gap can be narrowed by software just doing less bad than semis.
Same, sold MSFT last week after holding for 9 months and it stayed basically the same. I think the public/investor see a troubled future for it.
Holding MSFT calls through earnings I’m either moving to Beverly Hills or Cleveland Ohio
**BanBet Lost** — /u/skeet_scoot (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $396.79 → $420.00 | +5.8% | 1w | Lost |
Boring stuff: GOOGL, MSFT Growth: NBIS
MSFT will do it's thing: a little up, a little down, a little to the side. Rinse and repeat.
AMZN, GOOGL, MSFT are all out of vCPU capacity in EUS, EUS2 regions... no capacity for customers, so customers can't spend more thus they arent going to make profit
/u/peacefuldaytrader - how did that work out? Fucking stupid ass TA calling for MSFT at 340 or something. I remember this bullshit.
META and MSFT reporting as well. Highly likely META report poor AI revenue - Zuck more or less confirmed this. MSFT hinting decent Co-Pilot uptake but their caoex is massive
Sorry but Zuck is going to be a cuck; too late to the party. AMZN, GOOGL, and MSFT run the cloud. He is trying to unfuck his metaverse investment.
I'm holding for the long term. Them and Google are the big candidates for quantum computing, I know there's a million startups but they don't have the wallet and runway of MSFT and Google have. Even if no quantum payout I think they're so integrated into the computer ecosystem they are a solid play.
It’s retarded lol. MSFT and META will drop after their Ears tomorrow too like Google did. Same with Amazon on Thursday. It’ll either start the rotation back to semis or it’ll go to safe havens. Maybe a bit of both
Unless theres a surprise hike (99.9% chance of pause given every fed meeting since fed fund futures existed has been in line with market pricing) fomc wont move markets much. The AI narrative is the only thing that matters so all eyes will be on MSFT guidance, capex, and how much their FCF falls.
we will soon move on from this IGV:SOX dichotomy and MSFT will be ok
I thought MSFT and META reporting today
God please let today be the turnaround for memory and storage, STX double beat into SK hynix beat and raise, into MSFT, META and AMZN cloud beat and raise, and capex raise. PLEASE GOD LET IT HAPPEN.
I’m not even gonna bother checking MSFT after earnings. Unless they cure cancer that stock is gonna go down.
MSFT short interest hit decade high before Q2. Pack it up MSFT boys
MSFT will have best earnings ever, dump super hard and because everything else goes the other way all our bags will recover 💯
I could see MSFT, META dropping down to support like GOOG and then shoot up over the next month.
[Apple](https://www.cnbc.com/quotes/AAPL/) on Tuesday briefly hit a market capitalization of $5 trillion for the first time, a day after passing [Nvidia](https://www.cnbc.com/quotes/NVDA/) to become the most valuable publicly traded company. Shares of the iPhone maker, which reports quarterly results on Thursday, have jumped 25% this year, outpacing its mega-cap peers. The stock reached a high of $342.89 on Tuesday before slipping a bit. While the hyperscalers — [Alphabet](https://www.cnbc.com/quotes/GOOGL/), [Amazon](https://www.cnbc.com/quotes/AMZN/), [Meta](https://www.cnbc.com/quotes/META/) and [Microsoft](https://www.cnbc.com/quotes/MSFT/) — are collectively pouring hundreds of billions of dollars into capital expenditures this year for their artificial intelligence build-outs, Apple has [kept its capex spending low](https://www.cnbc.com/video/2026/07/24/apple-and-the-anti-capex-trade-heres-what-to-know.html) and is using cloud infrastructure and AI technology from Google. Apple trailed its trillion-dollar peers on the market last year as investors worried that the company was missing out on the AI boom by keeping investments in check and delaying the long-awaited rollout of an upgraded Siri, which will be released this fall alongside new iPhone hardware. But the narrative has flipped of late due to concerns that the aggressive tech spenders are raising mounds of debt and going cash flow negative without a clear path to hefty returns. The [debate](https://www.cnbc.com/2026/07/28/hyperscalers-face-higher-capex-scrutiny-after-alphabet-report-panned.html) over the future of AI is embedded in the jockeying between Apple and chipmaker Nvidia for market cap supremacy. Nvidia, whose graphics processing units power most of the big AI models, became the first company to hit the $5 trillion mark in October, but the stock has been a relative laggard this year, gaining only 6%. Apple’s stock has rallied, meanwhile, despite price hikes on devices resulting from the global memory shortage. On Tuesday, Apple [announced Upgrade](https://www.cnbc.com/2026/07/28/apple-plans-to-lease-iphones-for-17point99-a-month-through-klarna-deal.html), a new program that will allow customers in the U.S. to lease iPhones and other products, instead of buying them outright. [Last month](https://www.cnbc.com/quotes/AAPL/), the company lifted prices on MacBooks and iPads, its first formal move to pass higher [memory and storage costs](https://www.cnbc.com/2026/06/19/memory-crisis-hits-such-extremes-that-even-apple-cant-be-safe-.html) on to consumers after CEO [Tim Cook](https://www.cnbc.com/tim-cook/) said increases had become unavoidable. Thursday’s earnings call will be Cook’s last as CEO, with [John Ternus](https://www.cnbc.com/2026/04/20/apple-new-ceo-john-ternus-faces-defining-challenge-fixing-ai-strategy.html) set to take over on Sept. 1.
MSFT gets sold off everyday since about 14:40, wtf is this?
Lol MSFT back to below open price. Useless.
I told you guys [MSFT is about to dump. I](https://www.reddit.com/r/wallstreetbets/s/3CvdhG3jIs) times that perfectly lmao. They’re gonna increase capex and retards will dump it like Google
sorry guys, i sold half my MSFT position (1 share), it'll be back up shortly
It's clear nobody actually ***wants*** to buy MSFT, lmao.
MSFT preparing for post earnings dump as is tradition (I own 100 shares)
holding MSFT + SPY returns a perfect 0% return most days of the year
MSFT starting the dump already
MSFT you better head to 450 after earnings tomorrow
MSFT back to going down daily means the bull market is back lads! We’re gonna make it! :money:
MSFT, you're so quirky
MSFT bankruptcy declaration by eod
GOOG and MSFT are dropping, there is some hope for rotation into semis
MSFT over 400 is fucking illegal
better then dumpster fires like MSFT
Judgement day for my port tomorrow, majority in MSFT for months already but I'm holding no matter what I trust this company more than I trust my own sister
so is MSFT going to say the bad words tomorrow?
MSFT dumping as was written
MSFT dump starts now lol
META & MSFT tomorrow? I gotta be dreaming!!
GOOG and MSFT for me. In heavy now.
Closed out a 4% gain on MSFT shares to buy into MU at 795
Closed out my MSFT calls, holding shares. Fully expect opening up -5% on Thurs following marginally increased capex guidance.
Green MSFT means earnings going straight to hell right?
Like what MSFT? Maybe I have too many boomer stocks on my list
It’s a good day to have a port that’s heavy on MSFT, GOOG, and SPCX.
NVDA green, APPL green, GOOGL green, MSFT green... what are you on about?
Back to selling MSFT covered calls I guess 🥱
yeah cause MSFT only makes like 80 billion a quarter lol
It's really weird to see MSFT +2% while PLTR is -6%, usually they're pretty closely correlated
Spend all 40k on MSFT stock I believe it gets to $600 by the end of 2027
QQQ puts and MSFT calls?
sold my MSFT for MU when MU hit 790/share... I don't believe, I'll take my couple pct in gains
MSFT, META and SOFI pls i don't have it in to hold more bags
PEP and waiting on HD, but consumer sentiment is pretty bad. ULTA if it drops another 100pt, nothing in tech but MSFT
A +1 for MSFT is considered mooning
META and MSFT tank tomorrow on increased capex, semis revert. Retail gets destroyed on both ends, after selling semis out of fear.
I’ll tattoo Azure in cloud shaped letters on my nutsack if MSFT moons tomorrow after earnings
Not of MSFT or META bitch
Oh shit I forgot MSFT and META earnings are tomorrow. Good luck holders, theyre gonna drop like a rock after the call is just going to be "AI AI AI AGNETIC AI AGENTIC CAPEX CAPEX CAPEX"
Everything is down and MSFT is up!
I legit can't think of anything MSFT and META could say that would save the market lol
Out of all the stocks I own since 2018, MSFT has always felt like that one old friend that’s been there through the good times and the bad. Hard to let this one go.
I’ll be holding MSFT for the next 19 years, at a minimum. I don’t sell stock. I buy and hold. I also only buy Google, Microsoft, and VOO. For me it’s less than 5% of my portfolio, so I don’t mind the “gamble”. But I think it’ll work out.
There is a wide gulf between a company going bankrupt or out of business, and not continuing to dominate. Who were the "Mag7" in the year 2000? \- Microsoft \- General Electric \- Cisco \- WalMart \- ExxonMobil \- Intel \- Pfizer All of them still exist! Only one of them is still in the Mag7 today (MSFT) Someone who bought all of those at their top before the dotcom bubble burst would have been underwater for GE and Cisco until 2025 or 2026 for Intel. Walmart traded sideways for almost 20 years (excluding dividends) ExxonMobil had weak share price returns (again excluding dividends) until very recently. Pfizer was down for years until the late 2010s. It's very easy in practice to say "I have years until I need this money for retirement/house/college/etc." In practice, it's very difficult for people to watch their portfolio linger in the red for years on end. This is the whole reason virtually all financial advisors recommend most retail investors hold broad market ETFs/mutual funds, because the fact that the market generally goes up over time does NOT mean the current winners won't be dogs 20 years from now
Google, ServiceNow, MSFT just off the top of my head
Conventional wisdom says MSFT will dump on earnings because that’s what Goog did with largely same CapEx posture. However, if we assume this shit is rigged, will MSFT have historic blowout if they can show they are already converting CapEx into $$$?
$AMZN market cap too low, compared to diversified revenue sources Check $AAPL $GOOG $MSFT etc
There are so many stories playing out together of course it will be more volatile lmao. You have double MSFT/META earnings, feds, lord knows what Trumps gonna do, the whole situation in Korea and I am sure I missed like half a dozen more. expecting any sort of clear trend in these environments is fucking retarded.
$AMZN-AWS highest market share for AI-Cloud datacenter $MSFT- 2nd highest $GOOG- 3rd one AI Cloud revenue skyrocketing
Mag 7 undervalued, they have control always AAPL , MSFT, META , GOOG, AMZN, and so on
You have a point. However, MSFT has been beat down and bottom line is way healthier. I’d say flat there at earrings. Amazon on the other hand will probably rip with expanded margins, AWS, and ad business ballooning.
Imagine people not buying MSFT under 400
So close to breaking even on my MSFT calls. Whichever decision I make before earnings will be wrong.
Who was here before the MSFT bol run started on july 30th 2026? 😎