Reddit Posts
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
🚀 Microsoft (MSFT): A Transformative Deep Dive Into the AI Landscape That Every Investor Needs to Read
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
moomoo earnings plays, how I'm using unusual activity this season
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
Mentions
Bought a couple MSFT lottos here
I can't wait for the same people who passed on MSFT at insane discounts to pass on MWT at a 23% discount and bemoan it.
For now it should work. Who had money in 2007? Those homes were being purchased on hope. At least the hyper scalers like GOOG, META, and MSFT have the cashflow to buy these data centers.
If you liked MSFT at $503 you'll love it at $473
MSFT crushes earning and is still down on the 1 year chart…. Ffs
Nothing like buying MSFT calls on the one week a year they rally and watching them die a slow and painful death the next few weeks
My day job means that time spent research is more expensive than any money I will lose. I therefore need a system that involves zero analysis or research. I choose shares I want to buy (PTC, GOOG, MSFT at present). I look at the delta for 30-45 days out for a 10% discount to present price. I check that total capital exposed is <400k USD. If I can be bothered I check the dates to ensure I don’t have a huge cluster expiring on the same date. I put in the limit price and press sell. I buy some junk stock with the premium. https://preview.redd.it/umw53y990kkh1.jpeg?width=1178&format=pjpg&auto=webp&s=d60dcbff5e87ccfe9b71890b1f2d9843c6f97fa2
How long until MSFT goes back to $500+ ? Earnings apparently mean your stock will go up for a day and then just slowly deflate rinse and repeat? I’m legit about to stop caring about technical analysis at all. Nothing ever follows
Warren gave it to a Canadian, which we all know is the worst idea possible. I suspect it will soon be in the league of MSFT and GOOG ... a once giant that has shit the bed
Apple MSFT csco Nvda amd pg ph IDXX cat
**BanBet Lost** — /u/english_fool (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▼ | $400.59 → $350.00 | -12.6% | 4w 2d | Lost |
Sold MSFT at 510. Looking for 475 to get back in
With MSFT peak at 2000 it took "16 years" to get back in 2016. When it comes to largest IC computer INTC it tanked almost 26 years. With recent 11.1B govt grant it looked promising so stock hit $142 on 6/26/26 this year. Don't cheer yet. It tanked -46% on 7/29/26 in 1 month now it recovered slightly but still at $92 (-28% 8/19/26)!
MSFT owns 27% so that’s a nice little trilly for satya
Lots of things look good. I posted numerous times about many software names. I was in MSFT since $370. Some I am in now. IONQ - quantum will be hot in 2027. Multiple upcoming catalysts. And one of the major use cases for quantum is drug discovery, PATH - been in this since $10. Pure play Agentic AI. Zero debt. Billions in cash. Way off IPO high. Next PLTR. Honorable mentions: NET - it’s a $600 stock. Will double next year. WULF - easy double. It will run in the lead up to Anthropic IPO I throw out winners here all the time and most are too stupid too follow. I’m retired and do this shit for fun.
This is to be expected though. Electric cars are going through a weird stage. I would in the mean time go for stocks like MSFT, GOOGL, AAPL. Hot stocks right now that are not to risky but aggressivly balanced.
MSFT, GOOG, and AMZN will keep spending their cloud cash flow no matter what else happens. META is the one spending without a large cloud business, so they're most at risk of a pullback on spending at some point. OpenAI/Anthropic parabolic spending curves speak for themselves.
What a time it was! There were a bunch of companies that failed because they were too early (pets.com -> Chewy; there were dozens of companies trying to figure out streaming video - only one survived and everyone’s mind was blown a mere 5 years later when Google bought YouTube for the insane price of $1 billion! But I digress…). Lots of blue chip companies got creamed too, but most came back (MSFT) eventually, or at least didn’t go to 0 (INTC). The companies that got creamed and never came back? The big fiber optic companies - Nortel, Sycamore, etc - that spent massive capex because the internet was going to be HUGE. And it was! Those guys were just too early. Hmmm…
Even if Chinese AI greatly outpaces US, something something national security and then probably banned in NA/EU. If people were worried about Chinese cars and tech spying on Americans a few years ago, imagine what an AI model could capture. In a few years I believe GOOGL/MSFT and maybe AMZN will be the winners in this space.
normal behavior. one day DNUT, ONE DAY MSFT, one day CAKE next day ROPE. Mostly ROPE
Yeah MSFT, SPCX, UNH.. to say a few..
What they are doing to MSFT right now is fucking disgusting
MSFT accounts please daddy presidenty.
MSFT, middle finger pattern, ouch
MSFT bulls, that's gotta hurt
Good job MSFT, nice pump n dump
Why did MSFT just erase all its gains
> For reference, it took MSFT 40 years from IPO to today to go up 460,000%. > > MRNA did it in 24 hrs lmfao, the calls did, not the underlying equity you mongoloid...
$MRNA Yesterday the $120 call strikes was at .01c. Today it hit a high of $46. 460,000%. For reference, it took MSFT 40 years from IPO to today to go up 460,000%. MRNA did it in 24 hrs.
I've noticed a long term trend of major tech companies like META, MSFT and GOOG emerging from lawsuits with modest, manageable fines. Nothing really painful or disastrous happens to them. They're basically government protected entities now. They might as well be TBTF banks.
so about my MSFT 380 puts expiring today......
We good, the climb will be like MSFT 2-3% a day. It wont be flashy with 8-10% days so people wont notice, in 2 to 3 weeks the average wsb regard will be mad they missed the free ride.
Honest to god, I sold my MSFT calls before that fucking pop. Why god hates me?
I started doing this about 6 months ago. I have about 8 companies (IBM, MSFT, COIN, PANW, TSLA, AAPL) that I track which have reliable swings in value per share. So I buy the dip and try to sell as quickly as possible. If it keeps going down I just hold it until it goes up again. When it goes up I don't get greedy, I sell based on what I'm happy earning so I can turn around and buy another dip. My goal is to keep building my base so I can invest more frequently across more stocks at one time. To be clear, this is fun money in a brokerage account, not my retirement savings. I started with $1700 in June and now have $2200. Didn't really start looking at it daily until a month ago.
$10 PLUG calls Eff it 🚀 MSFT would be a 5 bagger
$PLUG and $MSFT ? Or just a rumor. Why is buying happening
MSFT so fucking gay, again.
SPY and MSFT both green, I thought that was illegal
thank fuk most of my port is cash and MSFT
Jesús this QE ain’t doing shit for MSFT
MSFT is red, it’s going to be a great day guys! Get calls on calls
All hyperscalers do that, but MSFT manages to maintain healthy 20b$ FCF this quarter while being in the race, and 67b$ for the fiscal year. All other hyperscalers sacrificed their FCF either to practically 0, or to the negative zone. It's easy to see why MSFT is and will be treated by the market much better that Meta. \> But META's shareholder structure is the most f out of all hyperscalers Maybe, though in terms of the balance sheet, the most regarded in Oracle. I won't be surprised if it goes bankrupt in 5 years.
**BanBet Lost** — /u/brute-forced (0W - 3L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▼ | $496.81 → $471.97 | -5.0% | 5d | Lost |
The only stocks I trust at this moment is MSFT, GOOG and Amazon. MSFT and GOOG are fair priced for a 20% run up EOY
MSFT turning red means the market is heading for a recovery
Why is MSFT not at 400 yet
I’m surprised MSFT isnt dumping more after the news of OpenAI revenue growth
It's gonna be the same story as MSFT a few months ago. People will write entire novels on how washed, irrelevant, collapsing the company is. How there is no future, no one uses it, they have no AI, products are shit, vision is nonexistent, how you should sell everything before it crashes and burns. Meanwhile, financials show more and more profit quarter after quarter. At some point people realize -- hold on, this is a business and it actually makes money? And it will jump 30%. Then the cycle starts again. Currently, I am a bit worried about the lawsuits. Hope Zuck can convince the government to intervene on his behalf. Otherwise, they spend a lot on AI infrastructure but it's infrastructure that directly supports their business -- serving ads. And their ads are, apparently, doing better than ever, and still growing fast.
Thinking NVDA puts, SPY puts and MSFT calls at open. See you degens in the morning.
I actually bought 0DTE calls on MSFT earnings a couple weeks back and made like 80k
$24B annual stock-based compensation expense not reflected in expenses, off-balance sheet capex commitments, on top of high capex are reasons this might not be a value at current prices. i have been in and out of meta for a decade. i’ll be interested closer to the $350 range. if you adjust expenses to reflect SBC, they aren’t as compelling as MSFT, AMZN, or GOOG.
MSFT and AMZN are not good business imo.
Hyperscalers - what do you think MSFT GOOG AMZN are splurging all that CapEx on?
That remains to be seen. Let's say 1GW AI datacenter costs $60b to construct, and $36b is compute and $24b is infrastructure (60/40 split). Depreciating compute over 6 years and infrastructure over something much longer, we'll just conservatively use an aveage of 12; you get expense of $8b per year. Consdering AMZN and MSFT do over $100b in cloud revenue a year and growing at 30-40% clips, and you have GOOGL who will likely break $100b very soon at over 80% growth, that expense doesn't seem very large. SPCX's 2 Colossus datacenters are under 1.5GW total. They will get roughly $24b/year from renting it to GOOGL and Anthropic with more capacity to spare. You can toggle the costs to even larger numbers, and there is still plenty of room for margin.
Same situation as MSFT falling down to $350 recently… buy buy buy
The year is 2030… \-South Korea declares war on US after US orchestrates a KOSPI pump and dump \-Kim Jong Un and 🥭 are golfing buddies \-China is no longer a world power because SPCX builds all our shit \-MSFT returns to < $400 / share levels
MSFT at 360: LOL I aint buying that shit, MSFT at 500: is CALL a good idea?
That's my own thoughts and words and not AI. We haven't touched the surface yet on AI compared to what it is going to become. And your example proves the point. Companies firing employees and then hiring them back - they're trying to figure out how to "properly" apply AI. So far they're experimenting with AI and figuring it out. That is part of my point - we're in the early phases. The other part with Jevons Paradox - still me and not AI. I recently learned Jevons Paradox (at least term) and it makes so much sense to me so why I used it in my explanation. In other comment I gave the numbers (and yes AI helped me with that because I was too lazy to research it myself) that the ROI is already showing itself. The biggest spenders, the hyperscalers, showed their Most Recent YoY Revenue Growth of Cloud business numbers: * GOOG: 82% growth * MSFT: 40% - 43% * AMZN: 37% It's very profitable for the biggest spenders. Doesn't mean it will be profitable for every company and why the whole opensource of Models/LLMs fixes that or at least helps with it. The grass roots and hostility to AI, I'm sorry, is just noise. It just means some places won't allow data centers and be left behind while other places allow them and benefit from the increased tax revenue, jobs, etc. Not sure if you're in US or not, but there's plenty of US states that will allow buildout. I know others are putting laws preventing them but we have 50 states - do not need data centers in every state.
I see it that companies, in particular the big spenders being the hyperscalers, are spending capex to meet DEMAND versus accelarate growth. That's where most have been getting this wrong. The big question has been, will the big spenders (the hyperscalers) get an ROI on their capex spending. In Microsoft, Google, and Amazon's most recent earnings, they blew out the numbers. I asked AI for help with the numbers for Most Recent YoY Revenue Growth of Cloud business: * GOOG: 82% growth * MSFT: 40% - 43% * AMZN: 37% During earnings call, Amazon CEO Andy Jassy compared the company's current $220 billion capital expenditure plan to the early days of AWS, stating that capacity is being monetized as fast as it is installed to meet high demand. He emphasized that this massive investment is driving a generative AI business that is growing 260 times larger than the original AWS rollout over the same three-year period. And for those that didn't realize, Jassy was the executive in charge of the original Amazon cloud business.He is widely recognized as the founder and architect of Amazon Web Services (AWS). Therefore, for him to say this is growing 260 times larger than the original AWS rollout, that means something - investors, pay attention!
That was also when Buffett was in charge. The other entries were at $350. I think they're still largely fine at that level, though I could question why they bought more GOOGL instead of picking up MSFT when everyone was loading up at $350. I don't know why the fuck they bought more Delta though at AtHs at like double where it was just a year ago.
Just sold my MSFT too. Fuck it should I join you
Just sold all of my MSFT shares to all in META, what can possibly go wrong
With what money? Imagine if MSFT replaces Claude with a different AI for their Office Suite. Will people ditch MSFT or Claude? I know I use VSCode and GitHub Copilot and don't care whatever default model it uses.
You’ll keep waiting like the ppl with MSFT. Yesterday was the last big red day imo.
You’ll keep waiting like the ppl with MSFT. Yesterday was the last big red day imo
did pretty well on Meta puts the last 2 days, might be time to switch to MSFT puts. Thanks
The same way MSFT ran from $350 to $500 NFLX will run from $65 to $100 and everyone here will be mad they “missed” it.
the most boring stock on the planet today - MSFT
Sell those red stocks and come over to MSFT it’s just getting started
Thank you NFLX and MSFT 🙏🏻
MSFT back to green. Corn Green. So market Shrek green? 📈
$MSFT almost red. Just hold the line.
Can we have another pump on MSFT for old times sake? Please?
I think MSFT ceo atleast mentioned that they were becoming more bearish on obsolescence schedule
Didn't MSFT just lengthen their depreciation schedule? It's currently much longer than their GPUs can physically last.
MSFT green while everything else shits the bed. Welcome back Korea
MSFT green while everything else shits the bed, welcome back korea
It’s not fair, only MSFT is green, why not GOOG after all both represent VIX 😂
MSFT being green is this legal?
Why is everything dumping? MSFT is listed as a strong buy they lying to me?
MSFT back to inversing the market. META the new MSFT GOOG creating poverty in my family memory in shambles again are we back to two weeks ago??
MSFT two weeks ago?
You need to stop reading Reddit posts and start reading actual earnings reports. Every AI winner (NVDA GOOG MSFT AMZN AVGO LRCX AMAT MU AMD etc.) is showing blockbuster growth.
I wish we could post photos here so I could point out that EPS growth has been extraordinary (and stock prices that generally follow EPS are healthy) with the the P/E of the Nasdaq currently <20 lol (was \~200 in dot com) MSFT, META, and GOOGL all confidently said on their earnings calls this month they are seeing significant ROI on their AI investments, which they see continuing to improve which is why they are maintaining or increasing capex. Many examples that this will continue. It is certainly in the room with us if you want to get off the couch and look around yourself.
I have 2 MSFT puts and they are fucked
MSFT green, anti-Christ as per.
All we need now is for MSFT to go red in premarket and we’ll be pumping today
When is three $MSFT stock split?
Didn’t understand why all red and then I saw MSFT is green and it made sense
Of all the stocks, MSFT is the one I understand the least. It rises up 30% in a week and later on starts shitting for no reason
I study and invest in specific stocks but I'm not so interested in maximising total return, I'm looking for dividend growth that is consistent, resilient to changing economic conditions and globally diversified. The S&P 500 isn't what I'm looking for, less than 20% of the S&P 500 has a long dividend growth record and most of them aren't particularly resilient. Also I don't want the mag7 stocks (I might consider MSFT one day but that's it) or most finance stocks. I'd much rather pick my own stocks and develop a deeper understanding of their vulnerabilities than put everything in an index fund where I don't even look at the allocations or understand the risks, which is what I feel most people do with an index fund.
Hai un'enorme sovrapposizione sul tech e su titoli mega cap, altro che diversificazione. I principali titoli di QQQ e VUG (MSFT, AAPL, NVDA, AMZN) sono già i pesi massimi di SPY. Detenerli insieme alle singole stock amplifica la concentrazione senza aggiungere alcuna vera diversificazione. MSFT, AAPL, NVDA e AMZN come azioni singole ad alta esposizione, ma queste sono già i pesi massimi all'interno di SPY, VUG e QQQ. Non ha senso, hai scritto " un portafoglio relativamente sicuro" Questo è da cardiopalma!!
Whatever happens tonight, I can sleep at peace knowing that MSFT is red
it’s getting the MSFT treatment
MSFT has flatlined Dig Bagrosofts grave