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
We don't have any bleeding edge chip manufacturing. We have no major cloud infrastructure and software companies, either. How are we going to substitute for AMD, INTC, NVDA, MSFT, GOOG and such?
The investment advisors act of 1940. In order for a fund to be considered diversified, it needs to follow the 75-5-10 rule. No more than 5% of the fund’s assets can be in any individual security. The SP500 is market weighted and as of right now, NVDA, AAPL and MSFT are all breaking that rule.
Starting Jan 26, Nasdaq will introduce Monday & Wednesday option expirations for select, highly liquid names. Qualifying securities (Q1 2026): • Tesla (TSLA) • NVIDIA (NVDA) • Apple (AAPL) • Amazon (AMZN) • Meta Platforms (META) • Broadcom (AVGO) • Alphabet (GOOGL) • Microsoft (MSFT)
>Anthropic’s late 2025 deal with Microsoft made Claude the only frontier model available on all three major clouds: MSFT Azure, AWS Bedrock and GOOGL Vertex AI. I don't think is right, my org has access to OpenAI models hosted through Azure.
Anthropic’s late 2025 deal with Microsoft made Claude the only frontier model available on all three major clouds: MSFT Azure, AWS Bedrock and GOOGL Vertex AI. OpenAI’s enterprise revenue is still significant ($4B in 2025, projected $10B+ in 2026), however it remains locked to Azure. As the enterprise TAM expands, Anthropic is taking bigger slice of the pie by being the only vendor neutral and multi cloud option for Fortune 500.
Im sitting on MSFT puts and MSTR calls 🍵
*> Like what limitations, just curious?* 1. You cannot see what your current Realized Short Term and Long Term gains are. I am retired and can have over $48K of Long Term Capital Gains paying 0% tax on them. At the end of the year I will sell some stocks (and immediately buy them back) to get these gains and pay $0 taxes on them. It's called Tax Harvesting. But with Robinhood I have to put every single trade into an excel sheet and go thru each trade to figure out what my current Realized Short and Long Term Capital Gains are (and this gets more complicated when doing covered calls and CSPs for example). It takes me weeks to go thru it with Robinhood to make sure I have it correct. With Schwab I just go to the Realized Gains page and there it is and takes less than a minute. 2. You can't setup a Covered Call in a single trade. If the stock and options have wide bid/ask spreads you can end up paying way more for it than you intended. Or could just be stuck with just shares and end up just selling the shares for a loss because you couldn't get what you wanted for the short calls to be worth it. With Schwab you can set it up in a single trade and if you can't get it for what you want you don't get stuck with shares (or a loss). There are a lot of other multi-leg trades you can't do at Robinhood either, but Covered Calls and Poor Man's Covered Calls (where you own a long call instead of shares) are the only 2 I typically do. 3. On the Web site you can't specify to sell a specific lot of shares. I need this to be able to do Tax Harvesting at the end of the year. Fortunately you can do this on the Robinhood Phone App, which I will do that on the Phone App when I need to, but I hate using the phone for trading. I think they added this recently for the phone app because I know in 2024 I had to submit a support request to get that done. 4. You can't buy Treasuries or Brokered CDs and I think some preferred Stocks on Robinhood. 5. The trade history page is really limited. It only shows all your trades and you can't filter on a specific stock or dates. You can only see every single trade including the cancelled trades. To see trades a few months ago you have to scroll and scroll and scroll until you get to the trade you are looking for. At Schwab I can specify MSFT and get all my Microsoft trades which includes any options traded on Microsoft (or you can exclude options contracts or you can specify option contracts only). And at Schwab I can specify the current year, previous year or any custom date range. Fortunately at Robinhood you can download the history/reports to an excel file and that sometimes is very helpful (I have an excel spreadsheet with all my trades that I will go back and use it instead of the Robinhood history page). 6. On the Robinhood website when submitting an option trade at a limit price (like when selling a short call in a covered call) and then later changing the limit price is a real pain. When I do that on the Robinhood website when I select to Replace the order I have to select the strike again (and many times I also have re-select the expiration) and then can finally set a new price. And many times after so going thru so many steps I forgot what my last limit price was and either have to guess what the next lower price is (or cancel it and go back and see what my last price was and start all over). At Schwab you can just bring up the current order status do a replace and all the data is already there and can just click minus to lower the price a penny. With Robinhood Legend this does work like Schwab's trading most of the time but not always. About 30% of the time for some reason all I can do is Cancel the trade (clicking Replace does nothing) and then have to go back to the web page to redo the order at a lower price and then Robinhood Legend's platform Replace works again (no idea why this happens, but it happens a lot). Schwab also has a Walk Limit order type where I can specify a start price, end price, price change and time between each price change so that this can be done basically automatically. 7. Schwab's ThinkOrSwim also has the ability to see the option prices that were traded during the day (as well as what the current stock price was for that option when the trade went thru) which helps determine how much you can really get for an option when it has a wide bid/ask price. ThinkOrSwim also has a ton of other stuff as well which I actually am not that familiar with. But I do use ThinkOrSwim pretty much exclusively for all my trades (there are some things I will have to do on the website like picking a specific lot, or when buying/selling SWVXX but it's rare that I don't use ThinkOrSwim). That is what comes to mind at the moment with Robinhood limitations.
if paywalled Monday and Wednesday expirations have been approved for a specified set of equities under strict eligibility criteria, beginning listing on January 26th. This is a major step toward a complete expiration cycle, enabling 0DTE trading on Mondays and Wednesdays for qualifying names. Initial Q1 2026 tickers: $TSLA, $NVDA, $AAPL, $IBIT, $AMZN, $META, $AVGO, $GOOGL, $MSFT
get a better play bro, META MSFT AMD - are all underpriced right now. get some feburary exipry calls and relax.
Now we will 0DTE on stocks now starting next week on TSLA, NVDA, MSFT. Wow it’s going to get wild
I think it’s clear no one knows. From what I have been able to discern yes Metaverse was FN dumb and a money wasted. He pivoted and stock goes up. Now he wants to build these huge data centers for AI, even securing his own nuclear power. I mean worst case that will create some value even if he ends up renting them out albeit that’s not the plan. I don’t know shit honestly but missed GOOG last year cause I’m a puss, was playing around with CSP’s, then lost interest reading all the negative shit. FWIW this dumb ass is in for a 100 shares at $630 and 100 shares of $MSFT at $480. I’m not FN selling. Meta can be way more than a 1.5T market cap on 2-4 years and MSFT will be somewhere bigger in 2-4 years. I’ll take the discount from $800ish and $540ish respectively and live with it.
Big Tech drawdowns so far: $NFLX −34% $META −22% $MSFT −17% $TSLA −12% $NVDA −12% $AAPL −10% You would think S&P or Nasdaq is down more than 10% but instead only 2% from ATH
Twice what they're currently worth. MSFT was like 489 when I bought them around November. Shit has been dead since
MSFT went up 1% and my April 500C still went down 2% Wtf 💀
Earnings will boost the stock as it will show results of the latest iPhone, you will make decent-ish money. I’d average down your position. But I was thinking about buying shares or leaps. AAPL will be $500 in 2-3 years. MSFT products are going to shit fast
Monday and Wednesday expirations have been approved for a specified set of equities under strict eligibility criteria, beginning listing on January 26th. Initial Q1 2026 tickers: TSLA, NVDA, APPL, IBIT, AMZN, META, AVGO, GOOGL, MSFT More 0dte options.
Lol maybe MSFT wasn't the best example given the timeline but I think you can see what I'm getting at!
I felt it was crazy how quickly folks just labeled Alphabet as AI road kill when Gemini was not that different from GPT and likely to be quick to adopt. Then there was: * Existing search/index/adsense ~~monopoly~~ DOJ rated non-monopoly/duopoly * A host of products for them to mine data from including but not limited to sheets, gmail, google voice, reviews, notes/calendar, google drive, maps/earth, autheticator, etcetc. * GoogleFi internet/mobile service, Nest products, Chromebooks, Pixel, Calico, Deepmind, etc * Chrome browser dominance shared with Safari/FF. Chromuim's dominance * Chrome OS, Google suite, and G-meets trying to nib away at MSFT Windows/office/teams for years * Android being the most popular mobile system holding a duopoly with Apple. * GooglePay and ApplePay holding the market duopoly for mobile payments (in the west). Add Alibaba if you want to count total. * Youtube by itself making more money and having more hours/users than NFLX despite having a fraction of the cost. Not accounting for the integrations/synergy it has with the Alphabet line of products. * Alphabet being an 8% shareholder of SpaceX, 11% shareholder of PlanetLabs, even some ASTS, and other companies * Waymo and other autonomous investments that pair well with google maps/earth. I would have bought the dip if my portfolio wasn't already heavily overweight google 25-35% of portfolio. But yeah the "AI roadkill" all day every day was a bit much.
I agree and that's what I'm holding on to RKLB as a long term play for 10+ years. As far as I understand private space services are dominated by SpaceX with RKLB and Blue Origin behind them. I'm 29 and I know space services is going to take a while to mature as an industry, but I'm hoping holding RKLB could be my equivalent of "I bought into MSFT in 2003 and now I've retired early".
On Reddit you will hear they are special because they are world changing secrets that will become the next MSFT / NVDA / whatever. The reality is this is the byproduct of extreme greed in a bull market. There is money to be made on the way up but don't die on on top of the mountain.
After further research I’ve decided that it’s time to start rebuying MSFT.
MSFT up today but i'm still down 1500%
I only need the following stocks to break out next week: NFLX, MSFT, AAPL, HOOD, RDDT, PLTR and AMZN.
Maybe AAPL and MSFT can finally stop being terrible next week
Made $60,000 today in MSFT calls, am I doing this right?
MSFT, TSM and AMZN are great buys right now. The world relies on these companies.
Meta and MSFT gearing up for earnings, Netflix not so much lol
AI capex overhang is real, would say them and MSFT are most exposed from a market perception standpoint. Tariff uncertainty is tangential for META specifically, but I’m wary that even blowout earnings may have the upward move expected until the market sees AI returns. Especially after the waste from the Metaverse spend.
is anyone buying MSFT seems pretty cheap atm? 🤔🤔🤔🤔🤔🤔🤔🤔
Go AAPL and MSFT!! 🚀 Moreso MSFT lol. That shit was wildly oversold
According to Davos circle jerk, private equity and private markets will drive growth this year. So who gets what? MSFT w OpenAI, Meta with Prometheus AI, Tesla with xAI and Antrophic acting like she is made of gold and won’t be acquired by any mag7
MSFT is making my micro soft
So basically they've kept tech index pinned by pumping all the suppliers (MU, SNDK, ASML, AMAT, KLAC, LRCX) and slow selling the others (AAPL, META, MSFT) with some theta (GOOGL, AMZN) and then pumping meme stocks through the roof (nuclear, space, interestingly not quantum this time)
# just as you predicted🤌 but at least MSFT is green... for now LMAO
MSFT is the real goat
News on MSFT? Not being dogshit today. Trend reversal or oversold bounce?
When you stare at this red candle streak on MSFT…remember me 👽
Let's go MSFT, back to 500
I think it might be MSFT’s turn. Bought some 460C LEAPS.
lul I didn't buy poots on other techs cuz MSFT was green for some reason, my brain couldn't tolerate such possibility
Is anyone longing software (CRM, NOW, HUBS, MSFT) here? Looks quite oversold. CRM Rsi is in 15, most oversold since Aug 2025. Down from 270 to 226 within 2 weeks.
TSLA, NVDA,META inversed GOOGL, AMZN and AAPL with big moves at open Meanwhile MSFT lol
Source of funds Same w AAPL, MSFT, META, NVDA til this am
Is anyone longing software (CRM, NOW, HUBS, MSFT) here? Looks quite oversold. CRM Rsi is in 15, most oversold since Aug 2025. Down from 270 to 226 within 2 weeks.
Who do you think would acquire [C3.ai](http://C3.ai) company (AI)? Microsoft (MSFT) Oracle (ORCL) Palantir (PLTR) Nvidia (NVDA)
Gonna get more MSFT puts and MSTR Calls for next week on discount👽
buying leaps on MSFT, this stock will be $500 by mid to end of year
MSFT just immediately going red, how predictable
What is going on with MSFT. 1 year chart looking pretty bad, trending downwards.
Whichever way you cut it, AI will lose GOOGL market share on search. They are just fortunate MSFT is too greedy and have a retardedly short-term outlook
Good thing I'm holding GOOG and AVGO and not MSFT, NVDA.
Last summer my friends financial advisor told him to sell GOOGL and buy MSFT....LMAO
ASTS, MU, SNDK, IBRX on the board with huge gains, then there’s MSFT with +0.08% lmao
Everyone hates on META but MSFT is truly the dogshit of the Mag 7
MSFT. Why did I ever buy calls
I bought June calls yesterday, it's a bad idea but with earnings coming up it has to be good it's MSFT, the drawdown from ATH is kinda crazy, as much as MU and GOOGL are hotter now, it has to find support surely, rrr-right?
Gonna make a bold prediction. MSFT sells off at open. Sounds crazy, right?
The lord our god spoke to me on January 2nd and said to buy MSTR Calls He spoke to me again yesterday for MSFT Puts expiring next week. Remember me 👽
Your skepticism is valid. Let me give you the data framework: META vs Mag 6 peers: | Stock | Market Cap | ROE | EV/EBITDA | Gross Margin | |:--|:--|:--|:--|:--| | NVDA | $4,501B | 103.8% | 39.9x | 70.1% | | GOOGL | $3,965B | 35.0% | 23.1x | N/A | | MSFT | $3,562B | 31.5% | 21.1x | 68.8% | | **META** | **$1,646B** | **30.9%** | **16.4x** | **82.0%** | What the numbers show: 1. **82% gross margin**: Actually highest among peers. The ad business is a cash machine. 2. **16.4x EV/EBITDA**: Cheapest Mag 6 by far. MSFT trades 21x, GOOGL 23x. 3. **30.9% ROE**: Comparable to MSFT (31.5%), GOOGL (35%) Your concerns addressed: - **"98% from ads"**: True, but 82% gross margin means the ads business prints money - **"$73B Metaverse"**: Sunk cost. Question is whether future CapEx generates returns - **"AI spend"**: Llama is the open-source play. They're betting on being the Android of AI (free, widespread) vs Google's iOS approach The bull case: At 16.4x, you're getting GOOGL-quality returns at a 30% discount. The market is pricing in the CapEx uncertainty. The bear case: CapEx could stay elevated forever with no clear monetization.
Alpha is trading low quality at ATH into MSFT
Will someone poke MSFT with a stick?
I know this is the options gambling sub but am I regarded to be loading up on big tech shares in my Roth? I have a ton of TSM, NVDA, MSFT, etc and don't want to get burned if the bubble pops
Amen. I need some green dildos on MSFT
I guess Apple and MSFT are goners
Lord, give us this day our daily MSFT drill and forgive us our calls as we forgive those who buy puts against us
MSFT looking primed for a huge pump soon.
Ever heard of opportunity cost? Just because its going to stay around for the next 10 years doesn't mean it's a good investment for the next 10 years. The market has plenty of money printing opportunities right now and that's why investors are dropping out of MSFT. With that logic, buying AMZN or GOOGL would be better as they not only have better growth potential but don't rely exclusively on OpenAI hype. Also, MSFT is down 10% in the last 6 months whereas GOOGL is up 82%. It's literally a no brainer, and your logic that just because a company is big means it's a good investment is ooga booga logic.
full porting $800k worth of $MSFT CALLS. It's new data centre went live 5 months ago. 3 qtrs of revenue for azure going to ROCKET
All of EU governments and bureaucracy is switching to no MSFT solutions. Same with many Asian countries. Social media ban for teens is getting cloned across world At some point these have to reflect in the earnings. META is a lot cheaper and attractive though.
If you are fomoing into GOOGL but don't want to look at MSFT or META right now I don't know what to tell you.
META thesis is broken for now. With the AI capex electricity cost overhang from Trump’s comments disproportionately affecting them, they are following MSFT in a major downtrend given their AI spend. You would be extending your gamble on META’s earnings blowing it out of the water, but you’re fighting a lot of macro uncertainty right now - tariffs, non-semis AI capex concerns, Iran, etc. Cap the loss and move on.
Best I can do is nothing happens and MSFT drops for absolutely no reason.
Yes, you’re asking for an etf. People probably thought UNH was what you describe, until it lost half its market cap last year. The closest on your list is probably WM. Berkshire is probably the closest given its record of recovering from market downturns. Then probably KO, MSFT, and AMZN. If you want different exposures with some stability, look at DXJ and VHT.
So I can hedge my calls with one company by having calls in another company? So hedge my MSFT calls with ASTS calls? I like it. If one goes down, the other stock HAS to go up!
$AMZN + $META likely to beat on earnings but crash because of BIG capex. $MSFT will suffer the most. $GOOGL likely to take #1 spot after earnings.
Hope you have money ready. META MSFT are in a pretty nice dip right now. Apple also down 10% from highs.
Almost all AI stocks are up except $MSFT and $ORCL The 2 largest builders for OpenAI compute, what does it imply ?
MSFT to 480 tomorrow! Who's with me?? (If you're not with me you're my enemy and I hate you. Instant block)
MSFT Puts are about to pay for ultrasounds for my wife and her boyfriend
MSFT looking like it'll see 400 before it ever sees 500 again. POS multi trillion dollar worldwide adopted company.
I got smoked on MSFT last earnings
I've never heard of Digg. Unclear what your AI comment was about. They said the same thing about TSLA and competition coming, ABNB, UBER, MSFT, AAPL, all had "competition coming" and still persevered. Competition is good for markets, it forces said market and companies in them to continuously improve or die. If Digg is a competitor for RDDT and it does take off losing RDDT market share then it would need to reflect in their annual and quarterly statements for the stock to crumble. Until then it still has a buy rating from me.
Same, I own literally every Bag 7 except MSFT. Might open that position to send it to 400$ a share soon.
The play was simple… MSFT Puts MSTR Calls
Fuck you MSFT. You piece of shit.
MSFT calls, ER in less than 2weeks
If MSFT is at 475, a 125 strike call is not going to be worthless at expiration, it's going to be worth 350. There's no February 1st, 2026 expiration nor are there 125 strike options trading on MSFT. But just taking your numbers at face value, you would sell 100 shares for 125 each, receiving $12,500 cash. The 10.00 (assuming that's per-share) premium you collected would be added to the 125 to become the effective sale price of your shares. Thus, you would be considered for tax purposes to have sold 100 shares at 135. This would be a taxable event in the 2026 tax year.
MSFT and Meta puts free money
hell even MSFT is down 20%
My portfolio is MSFT UBER ORLY. I am bad at this game
Apple and MSFT are either dying or set up to take us over the top... Which is it?
Time to start gettin back into tech ahead of earnings. AAPL and MSFT absolutely print money and have sold off 10%.
# it's almost worse than my MSFT calls LMAO🤌