Reddit Posts
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Apple-Microsoft Correlation Analysis and Option Strategy
My Earnings IV crush story on MSFT and sharing October data
Apple and Microsoft Correlation Analyses and Option Strategy
AI Rotation from Harness to Model: How To Play It
$NOK & $MSFT are Bringing Agentic AI Into Telecom Network Operations
Why so little discussion on the capability of AI models in investing subreddits? Isn't it the most important question right now?
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
44k from META since selling MSFT a month ago
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Value / Margin of Safety Stocks to Consider?
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
Nebius ($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
Mentions
MSFT to $520 today!!
Wouldn't these three keep their respective moats against open source models? MSFT has access to the MS office suite. Muse has access to FB, IG, WhatsApp. Google has access to Google maps, YouTube, Gmail, etc. The open source / open weight part doesn't magically open up access to these closed source products, which is where their real moat lies?
Avgo, MSFT and oracle ❤️❤️❤️
set limit order for MSFT 502c the chart looks good ik expecting a run
ok fair. MSFT looks like it’s gearing up for a run
Whenever the NYT v. MSFT/OpenAI lawsuit finishes is my guess OpenAI can't afford to pay licensing fees
I swear wall street hates MSFT above 500
BB ONDS & MSFT rippy tomorrow
MSFT starts its next leg up tomorrow?
I think that’s the most common mistake I see that all AI bears make. They see NVDA investing in their ecosystem and automatically assume that means that everything is fake. All big tech companies invest in other tech companies. MSFT invests in OpenAi. Google invests in Anthropic. Could list hundreds of examples. NVDA is printing so much fuckin cash, what else are they going to do with it? Pay a dividend for boomers? They’re already doing $100B+ in buybacks. Much of their investments are in companies that supply the materials that NVDA relies on. The entire industry is supply constrained. For example, investments in COHR, GLW, and LITE allows the suppliers to build new capacity to meet the insatiable demand, while allowing NVDA to lockup that supply until 2028, while their competitors scramble. But somehow, this means that AI is a bubble.
You could’ve bought MSFT leaps and probably made money tomorrow but that’s just me lol
I’m full ported in MSFT and LUNR across both my accounts, call me a boomer
Let's see. What would AAPL, MSFT, AMZN, WFC, ISRG, V, NFLX have gained if that were my portfolio? Because if I were to have picked individual stocks way back in 2016, these would have been the likely names.
GOOG and MSFT are bigger disappointments to me than I am to my parents
Yes, that would be wild. Because if you did that in 1998 or 2005, you'd be crushed. Because if you are wrong on 2 out of 5, you are crushed. It is all about size and risk. First, remember that if you own SPY, right now that is \~28% NVDA, AAPL, MSFT, AMZN, GOOG. Going index already exposes you pretty heavily to these companies. If you want to skew that heavy, I am with you. But skew, not go all in. You can add in some QQQ and lean heavier, while still having diversification support and exposure to up and coming companies (like how 2016 you would have missed NVDA). If you really want to stock pick, make it the secondary. Vast majority of my investments are in broad index funds. That is my wealth. I do have some other, smaller accounts. A trading (not investing) account, and then an account that is my medium term buy and hold - companies that I want to be heavy in. Yes, that account has outperformed the market pretty much every year. However, I have had some horrible, terrible, no good investments in there. If they were sized up to be a tenth of my total portfolio... they would be devastating. But as just a tenth of my side account... the risk is appropriate. If that account went to zero tomorrow, I'm changing vacation plans but not changing retirement plans.
Dear lord, I promise I’ll take profits this time. Just bring MSFT back to 520, ADBE back to 285, and NOW to 170.
got it, calls on MSFT
You can't dump into any random stock on any random day. You might have ended up with MSFT at 550, MU at 1200, AMD at 550, GOOG at 400 - timing is absolutely important. Yes, time in the market is eventually going to beat repeated entries - that doesn't mean you can't make your initial entry as good as possible. McDonald's is a forever hold, in my opinion.
The NARRATIVE changed. It happened with MSFT, AMZN and GOOGLE. NFLX is going through the same negative sentiments , negative narratives , analysts downgrading stock and questioning its growth . One the narratives changes , NFLX will also rally
Both fair, and I'll take them straight. On the first, I'm *not* claiming AAPL and MSFT move for the same reason. Different drivers, unstable correlation, exactly as you say. That instability is the point, not something I'm ignoring. I don't model causation; I track the empirical correlation *regime* and trade the shift, and the shift I flagged here is them coming apart. A fixed correlation number would be the fallacy you're describing; a regime that flags when they go from together to opposite is the response to it. Whether that's tradeable comes down to one empirical question, do flagged decouplings tend to persist? not a story about shared drivers. On the backtest, also fair, and I won't pretend. This post is one live example, not a backtested edge, and it's \~2 years of regime data, not 3. What I do have is a published monthly scorecard: every flagged regime turn, hits and misses, nothing cherry-picked. For this pair specifically, 10 prior decouplings at this level, median \~18 candles, 7 lasted 2+ days — that's the persistence evidence.
so the orangge man dumped MSFT guess the stock is cooked lmfao. everything this idiot buys is pumped like DELL
do yall like MSFT callz
GOOG and MSFT when will you run. Why can’t you be like your chad brother META
How would you allocate $100k between AMZN GOOG MSFT?
i did roughly the same, bought MSFT at around 370ish and sell at 496 for 300shares, and move to meta, bought at 550ish, and sell at 720ish, but for meta i only bought 200ish shares. i wanna buy more at 530ish level but it just rocketed to the sky.
MSFT can you please stay ABOVE 500??
bagholding META, MSFT, GOOG, SNDK. Time to let them cook (I know they will rise up), I am stepping away to enjoy a hot bowl of soup now...
Many said the same thing 20 years ago and boy were they wrong. Plenty of space in the playground for all to play And all three are aiming for different niches. MSFT has the enterprise ecosystem. Out of the 3, they have the lead on corporate use cases Meta and Google are both fighting for the consumer market. But meta has the lead in social. Whereas Google has the lead in everything else It might end up with Copilot = corporate, Muse = social, Gemini = life admin
All AI companies plans to delay IPO, those debt load private equity redemptions skyrocketing, soon may go bankrupt at higher rate. $BX $KKR $APO $OWL & many to watch. SoftBank put $ARM as collateral to support OpenAI, if IPO delay $ARM crash $MSFT $META $AMZN $GOOG all see AI winter
# MSFT is such a joke, how is it going to lose all its pre market gains and go -1%. Absolute 🤡 shit
MSFT starting +1.5% and immediately reversing to -1%. Pure cinema to my calls.
Everytime MSFT announces some partnership, it just takes a shit. Lmao
MSFT gets a Price Target Upgrade and the Stock just says: Go Fuck yourself.
Yes SNDK, continue to rise such that when you fall, you will lift my MSFT leaps to heights previously unseen.
Still up 50% on MSFT calls but this shit keeps drilling I’m just gonna sell
People here bitch about MSFT, but AMZN just may be lowkey worse.
MSFT with maybe the ugliest pre-market into opening rug
You still don’t know how META got so many users. META can easily put a download button and promote it to their 4 billion active users. GOOG might be able to do it, but not to the same extent. MSFT will have a harder time getting to end customer.
Please let MSFT pump to 560 today for no god damn reason
And it'll take maximally 6 weeks for Google/MSFT to do the same. There isnt enough money in the world for all of them to be resoundingly successful.
What stock is currently hated like Meta was a few months ago and MSFT before their earnings call?
MSFT $550 today or naw!
Yes, but MSFT gonna shit itself
Dogs of the MAG7 has been a pretty great strat for the past couple years. META was so clearly the most undervalued one after dropping into the 500s/share. Especially after MSFT popped.
Nothing. Thats the thing about mag7 stocks. They are juggernauts. They ain’t going anywhere. If any of them go down, meta, nflx, goog,,MSFT, etc. just load up and wait for the sentiment to turn. It always will.
Dem Koreans got MSFT brickeddddd
IONQ, QBTS, QUBT, INFQ, ARQQ are where my head is at right now. Neutral atom, room temp systems and encryption. NVDA, MSFT, Amazon and IBM are also dumping huge amounts of money into R&D - which makes sense as the tech poses a sunstantial threat to their existing revenue models
The simple reason is AMD is no.1 in CPUs and no.2 in GPUs. CPUs have all of a sudden become very important (think of memory 1yr ago) and forward CAGR has grown from 10% to 30% to 50% to 70% in a short span of 6-9 months. CPU:GPU ratio is expected to be 1:1 going forward, down from 1:8 previously. Meanwhile, GPU market is still growing as we see from NVDA's projections. so no.1 in GPU gets you 5.5T (NVDA) no.1 in ASICS gets you 1.7T (AVGO) if you are no.1 in CPU + no.2 in GPU, aren't you going to be worth 2-3T even assuming no growth in overall semis? and AMD has huge amount of IP and can compete in ASICS as well (custom chips for META, GOOGL, MSFT, etc). the multiples everyone is quoting are based on old estimates or historical 12 month numbers. Market moves based on 1-2 year forward earnings.
At a certain point we have to look at what the biggest, most profitable companies in the world are doing and see they are all in lock step. Microsoft, Google, and Amazon host essentially all of the worlds internet traffic and they are pouring ungodly amounts of money into this tech. They are simultaneously saying they each have over half a Trillion dollars of backlog demand for their services. [Microsoft](https://investorplace.com/smartmoney/2026/08/microsoft-ai-backlog-this-company-returns/) and [Google](https://finance.yahoo.com/technology/ai/articles/google-ai-waitlist-just-hit-033115491.html) and [Amazon](https://finance.yahoo.com/markets/stocks/articles/amazons-aws-backlog-just-hit-165000582.html). Right now the supply is the bottleneck of the service, and once they scale up there will be more demand as it becomes accessible. This is a generational opportunity for growth. Disclaimer: Currently hold collectively ~$1.5M in GOOGL, META, MSFT, and AMZN stocks.
Microsoft patents system to freeze games and inject ads during downtimes — watching commercials earns ad-free playtime credits Puts on MSFT
Not sure how to really YOLO a photo, but I did +$314k today with NUAI that jumped 30% after the PPA got signed. Technically a closed position because I did some intra-day swing trading. Expecting it to jump another 5-10% tomorrow with an aftershock spike, and then fall off until the next news cycle with an MSFT tenant.
Yeah MSFT and meta portfolio been ripping
I would not have found my brother from another mother u/Paul_Robert_ if not for his retarded ass plays on 0DTEs SPY and MSFT 😇😌
It's weird because it's not some theoretical thing, Chevron straight up signed a 20 year contract with MSFT to power their biggest data center project some months back using natural gas. If data center compute demand is actually growing at a huge rate, this is guaranteed revenue/income for energy companies over the long term. And not just one-off revenue sources building the data centers, this would be recurring and consistent. And yet the market didnt care whatsoever when this was announced. Very strange. [Chevron to fuel massive Microsoft data center in Texas using natural gas](https://www.cnbc.com/2026/06/22/chevron-cvx-microsoft-msft-natural-gas-data-center.html)
Following META, MSFT will have its 10% day later this week
bet u MSFT rips to 550 soon.
i am megadicklong MSFT
Good news everyone! MSFT is up a whopping 0.65%!!!
A September to remember - all to be capped of on the 30th with Micron blowing the doors off. Making more money than MSFT n 2027.
I need MSFT to 560 in two days so I can get a free vacation
lmao what in the actual fuck is wrong with MSFT. why sint this shit soaring like the rest of the market
Now we just need MSFT to release a copilot version that does all the work for me.
I see, that is really helpful on thinking about the gamma mismatch. Will that also help if the stock falls or no? I agree on the bagholding, and wanted to only use this for cases where I felt a name was severely beaten up and I would be comfortable holding the stock at that price, but instead of doing that bought the vertical call spread. I had the same thought for MSFT and ORCL when they were beaten down a lot a few months back, and looking at my paper trades, it shows I would have made 30% in a few months.
$NOK and $MSFT have entered the chat
fck you MSFT, all AI stocks are up while you're just playing coy 👼
MSFT 😂 MMs keeping it .01 cents from green
Im convinced the market has no faith in actual data center utilization. They just want to cash in on them being built. Case in point? Energy and utility companies have been shitting the bed despite all the data center buildout, despite them being mandatory to keep them running. And this is isnt some theoretical thing, there are 20 year contracts already on the books for companies like CVX supplying MSFT with natural gas to power their data centers, and the market didnt care whatsoever on that announcement.
People shit on NVDA and MSFT but atleast they’re generating so much cash. It’s a better price than freaking Costco. I don’t understand AMD at all
MSFT is such a fucking joke
Sea of green but MSFT is red
Sold my 11/20 META calls for 2k profit instead of 5k. Sold my 761c 9/21 SPY calls for 2x instead of 7x…sold my TSLA calls for 2x instead of 4x…..I’m a fucking clown. Now my MSFT calls are slowly bleeding but they don’t expire until March
MSFT being left behind from all the pump 🤡🤡🤡
do you still have MSFT position from last year btw? 🤌 it didn't go bankrupt (for now) LMAO
AAPL is losing steam. Will be down tomorrow MSFT 🚀
I’m all in meta and MSFT rn
Can this level of spend be sustained though, both as a matter of choice and in terms of literally having the capital to do so? I see MSFT could still fund their cap ex via FCF, but GOOG just dropped into negative FCF. Then of course you would think these CEO's woud smarten up if AI looks like it's going to under perform expectations, or they might cave to shareholder pressure. I do appreciate though what you said about it being a general purpose technology, and I've heard CEO's talk about the game theory aspect of this. They see not investing in it as an existential risk, so even if there's only a 35% chance AI will pay off, it could still be rational to invest in it. This all comes from the perspective of a lay person who went to law school and not business school though, this isn't my area of expertise. I'm also generally on your side, outside of index funds, SK Hynix is my third biggest holding.
This isn't even the part that's questionable. We know the projected spend from MSFT/META/AMN/GOOGL earnings.
Someone smart pls explain me why NVDA pump and GOOG, MSFT and META dump in the last 10 mins
META, MSFT, GOOG crashed, WTF happened?
GOOGL, META, MSFT all taking a shit at the same time, incredible
Had MU and MSFT calls that I could have profited 14k if I didn’t sell this morning like a pussy ass bitch
>Nonononono! You guys don't get it! AMZN/GOOG/META/MSFT/AAPL are HORRIBLE investments early on when they were still growing massively! Because you could have gotten 0.25%-5.5% in a US note instead while they were running negative """"""""""Dividends and retained earnings""""""""""^(both included in earnings BTW!) /s The concept of dividends+retained earnings being some be-all-end-all is literally 90IQ believing they are 110IQ. The US corporations, tax laws, accountants, Washington law makers, and indexing has lead to maximum market efficiency. The most efficient way to not only protect shareholder equity but also growing it has been to reinvest capital back into the business wisely, build moats, grow your company, make strategic M&A, etc Buybacks/sharereduction have been more efficient for corporations while also offering more optionality to shareholders than paying dividends. This has led to other companies reducing/holding/slowing dividends and dividend growth in favor of share price appreciation. Doesn't matter if you look at it from 2007/2008, 2019/2020, 2023-2026, etc. Equities have outperformed the 10yr over the long run. But sure. Folks who believe otherwise should just go buy the 10yr. Have fun.
MSFT finishing with a shrek into green territory
thanks for the reminder. bought that at peak (not much thankfully, and lots of AMZN and MSFT at the same time).
comparing it to MSFT and AAPL is wild. i can find plenty of alternatives to Nike, but little to none of MSFT/AAPL
As a cybersecurity professional, CRWD's biggest problem is not really having a full stack XDR solution. They're a bit behind a lot of the bigger players in that space, which I'd add includes MSFT. They aren't really in the code analysis area at all. It's a good company, and we use it at my current place, but you still have to supplement it with other tools and then you get to own the integration between them. There's always going to be competition there. I personally think that at some point, they get bought and integrated into someone else's stack or just ruined like so many other niche security companies. Either that or they combine with Zscaler which would close a lot of their XDR gaps and free up resources to target other things in the areas where the two compete.
Can't name it as by the sun's rules it's market cap/share price is currently too low, but my biggest holding is a Biopharma I have a strong conviction in, which ran up from ~$2.18 to like $6 in 2025 then dropped 60% in March back to around ~$2.18 right now fully enough. So "technically" down for the year but it's because this particular pick did so well at the end of December, which made 2025 look great, and dropped following their dillution, which has made 2026 look not so great in spite of my Nvidia, MSFT, and AMD gains.
Just fucking load up on the most hated stock in the Mag 7. A while ago it was MSFT, that rocketed, then now Meta rocketing. Most hated right now is AMZN, I just bought 100 shares and going to load up if it goes to 230.
Brk is more of an ETF than Apple (one of its main holdings) and MSFT
Sold MSFT at the top then sold META recently. Bought into AVGO and Google at the bottom. I'm the new warren buffer.