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
CAPEX will tank MSFT and Meta, at least that's my play for this earning
OpenAI revenue news might drill MSFT tomorrow
https://finance.yahoo.com/quote/MSFT.NE/
I sold NBIS at $78, NFLX at $77, MSFT at $400, AMZN at $202, AAPL at $205.
But also MSFT invested hard early gambling OAI would keep hegemony and we all saw how that ended up
I think gross mismanagement will kill MSFT in about 30 years, but they'll limp along ala IBM for the foreseeable future.
What's the worse that could happen? It's MSFT. Not like it'll go down by 20%
Everyone is bullish on MSFT earnings. Im scared
You’re lucky this is MSFT. Might be fine. Dumb play regardless to play covered when entire WSB posts were loading up leaps at 350s. You should not be handling such amount.
MSFT keeps delivering solid numbers, it’s just expectations are insane. Maybe this is the quarter it finally gets rewarded.
Probably why OpenAi got amazon in as investors. Scam Altman probably wanted to buy up more azure clouds on “commitment money” and MSFT probably told him to fuck off due to investors not being happy about it. That breakup between MSFT and OpenAi could be a good thing for both sides.
Holding MSFT and META. Def worried it will be the third earnings in a row we see a big drop.
If you’re doing it then I am doing it more. I am selling my Nucor Call before the market opens and buying $200k of MSFT $600 calls expiring May 1 at any price. Unless I sleep in tomorrow after celebrating all night
Wouldn't you want MSFT to tank after ER? That way you can buy your covered calls back for cheap? I'm confused on why you'd want it to go up?
The hardest part about MSFT earnings has been Wallstreet's opinion that no amount of their cloud growth is good enough, maybe this time will finally be different
OpenAI misses revenue targets and could go bankrupt. Lmaooooooo MSFT
What happened with Open AI? Why the comments here? (I only know if the MSFT open ai deal)
Puts on what? Hardly seeing any movement on SPY or on MSFT.
So what exactly do you hope will happen? MSFT stays at $414 until mid May?
Life could be a dream (sh-boom) If MSFT could go up(20%) in Paradise up above (sh-boom)
GOOGLE UP, AMZN UP, META DOWN, MSFT DOWN. GCP and AWS stealing the show while Open AI openly shits on MSFT Azure in internal memos. EU also ditching MSFT legacy solutions/office For META, they are now dealing with tiktok/YouTube reels, possible reddit short form content, and their capex is far less justified than GOOGL/AMZN
Out of those (I'd throw in ORCL too) I have to imagine MSFT is the first to tap out.
MSFT is 70% of my networth.... nothing good has ever happened to me
Tomorrow V beats and wiggles up! Then I think SOFI goes up tomorrow and after hours, dumps after earnings back to 15-17 dollar range. Meta Dumps! AMZN & MSFT Pump! GOOGL wiggles/slight pull back because it ran into earnings! - Random Guy on RDDT
I know what you meant and you were right I sold to cover today. MSFT earnings are never good enough and it almost always drops, their cloud growth is never enough for Wallstreet but in this climate I think it could actually go to $460 on earnings
I’m so excited for Wednesday. All in MSFT! What color lambo?
It’s interesting that besides GOOGL, META and MSFT also report after the close on April 29 and do not have options expiring that day. One has to wonder what is different about AMZN that it does have options expiring that day.
All the semi stocks are at extreme multiples. Only exception is QCOM. Everything is expensive. CAT has a 44 PE. The only reasonable sector is probably software. I’ve been DCAing into INTU and MSFT.
Ok but let’s look at these “AI Companies” then. MSFT, GOOG, META, all have good expected growth currently. Could that change? Sure, but so far it hasn’t and I doubt it will. I also think you’re overestimating the increase in costs from oil. I own tobacco stocks and PM lowered their guidance due to increased costs and it was barely even a downgrade. Their expected EPS for the year went from 8.38 to 8.36. I know tobacco doesn’t represent the rest of the market, and I’m sure SOME companies will get hit hard, but I really don’t think the impact is going to be close to what you think. Also, PM popped on their earnings regardless of the downgrade. I also bought CLF on thursday as a pre-earnings play and this thing blew up because of their growth projections, now I’m planning on holding. As with Tobacco, Steel isn’t a representation of the whole market, but steel and tobacco are separate from AI. If you can find stocks that have recently reported expected costs skyrocketing I’d be very curious to read up on them. I think our disagreement simply comes from the fact that I don’t think oil costs will be as disruptive as you think. Time will tell, but for now I’m confident in the stocks I’m invested in.
"What Are Your Moves Tomorrow, April 28, 2026" Let it ride on MU, AMD and think about getting out of MSFT before earnings.
My week starts tomorrow heavy long on: HOOD, RDDT, MSFT, AMZN, GOOG
SPY QQQ MSFT GOOG QCOM FB AMZN could fuck the market raw with a spiked cock ring Or the opposite
When in doubt check the cash flow statement. NVDA’s OCF is up 60% in the past year, MSFT’s OCF is up 28%, Goog’s OCF is up 31%, and META’s OCF is up 27%. This isn’t fancy accounting, I will buy GPUs for stock, this is actual cash coming in minus cash going out from the business’s operations.
If Microsoft has invested $13B into Open AI, and it gets 20% of OAI's revenue (let's say it's $25B), very soon MSFT will recoup that investment + all the future upside from OAI if OAI continues to do well. If OAI doesn't do well ongoing, then MSFT would have recouped the investment anyways. Yes OAI is having negative profit but that doesnt' impact MSFT though since MSFT gets revenue sharing not profit sharing. + Azure will always the the primary provider for OAI and Azure is enjoying growth and only limited by capacity. MSFT seems like a pretty solid place to be. Am i missing something?
Why MSFT puts when it’s already down quite a bit from ATH? Possible decline after earnings?
I boast an above 30% correct prediction rate. Here's what to buy. RDDT, CAR, F puts, MSFT, AMZN, SNDK, META, SOFI calls. Prediction was carried out by flipping my shoe. Expected return if you buy everything listed above: at least -40%. No need to thank me.
If Microsoft has invested $13B into Open AI, and it gets 20% of OAI's revenue (let's say it's $25B), very soon MSFT will recoup that investment + all the upside. Yes OAI is having negative profit now but that doesnt' impact MSFT though. Am i missing something?
So now that $MSFT is now in an open relationship with OpenAI who’s the cuck?
A stunning counter argument, I must say. Regardless, we do know that azure can't handle their load because azure has rights to it, and openai is only able to go outside the MSFT ecosystem if azure can't handle it. And openai has done that repeatedly
What’s up with the before market and after market MSFT dump. Folks know something we don’t 👀
MSFT +5% incoming. I feel it in my bones.
GS = AMZN, GOOG Likely fine: META, but I'm wondering about forward guidance given AI weakness and just ads. MSFT: Not touching software. Copilot IS being adopted by a lot of companies but I'm doubting actual utility, I think Azure is stalling and will guide weak because of changed OpenAI arrangement, and more.
just like MSFT below 400, there are many ways to win here
Why everyone thinking MSFT gonna rip?
this MSFT rip after earnings is gonna be generational
Yes if MSFT chooses not to fill some of the OpenAI business and they choose AMZN. They could choose Oracle or Google as well.
MSFT news today might slow it down..
Any chance MSFT pumps to 480 and RDDT to 190 till Friday?? Only way to correct all the bs happening the last week.
!banbet MSFT +10% 4d
OpenAI can partner with other cloud providers but MSFT has right of first refusal. MSFT is not going to revenue share with OPENAI any longer. OPENAI will continue to revenue share with MSFT subject to a ceiling. The ceiling was not disclosed. This may ease some of the concern about the MS backlog and the arm’s length pricing between the two.
Anyone know whats the $MSFT X OPENAI X $AMZN news about? good or bad for both companies?
These corporations' products and services are valuable regardless of the value of a dollar. People are going to want Iphones regardless of the dollar being worthless. If the nobody in the world is interested in MSFT, AAPL or AMZN we are probably in Mad Max territory.
FOMC, AMZN, META, GOOG, MSFT War Crime Wednesday coming in hot
What do I need to get rid of now? STX, AVGO, SOFI, TSLA, CNC, FIG, MSFT? And which should I go heavier in?
From the 200% I put 100% in MSFT which is already +15% up The other 100% in ETF. Honestly I don't regret it. I can sleep better. Wasn't planning to be rich overnight. Could've gone all back in when the stock dipped, but then I would've been worried sick 24/7. Kinda expected this. I usually sell stocks that are not FANG (or a few of my favs) when they double/triple.
I feel like with MSFT nothing is ever good enough for earnings so they may dump as usual, or this time somehow finally it's good enough. Wallstreet hates MSFT for earnings, cloud growth never enough
If MSFT shit the bed after Earning then Software stocks will dump like CAR lol
join me and add some puts on MSFT. good lucky buddy
Not sure MSFT had a choice. Azure is pretty fucked internally, and couldn't handle OpenAI demands
RDDT $450, ORCL $500, MSFT $800 EOY 🚀🚀🚀 Strong, profitable, growing businesses—currently on sale.
I wrestled today between a $MSFT call or $QCOM, you all almost convinced me 😮💨
Yeah could be. I’m also eyeing it and MSFT
I made $3800 , half on NVDA calls half on MSFT calls , little bit extra on my LUNR shares
there a some signs, that MSFT could be a little bit retard
Everyone keeps yelling MSFT $450 so must go down
Antitrust issue for the IPO, from which $MSFT will make a bundle. Not a bad deal. Necessary.
Imagine playing MSFT 0DTEs instead of TSLA Couldn't be me
Now that I sold my MSFT calls, it will proceed to absolutely rip on earnings. You're welcome
Predictions for META and MSFT earnings??
I’m such a degenerate for buying MSTR instead of MSFT … at this point I’m just gambling.
Wtf MSFT is unkillable. It was -6% premarket.
NVDA 5.25 big Trillions market cap now. MSFT looking like a bargain at 3.25T.
Estimated US will need like 330+ small nuclear reactors to power the country, we're going back to nuclear so Uranium like UUUU is seeing huge repricing, Westinghouse is getting the contracts to build out on old coal mining sites. If Oklo can partake could see massive growth but it's a far shot I've thought about buying in for a while though. NBIS is old Yandex split, the NVDA of Europe am told it's just one of those companies too chicken to buy but they have 46b in backlog and market cap is 37b, wish bought in $30s. I like IREN cause it's in Texas and backed by MSFT. ASTS another massive runner 3b users if it completes its constellation with all the contracts it has, those who bought at $3 will have made millions by then I remember when WSB was calling it out but I was clueless in those days just barley beginning to learn. Haven't heard of ISMR will look it up. Used to be in Linde and made good money with RR buying at like .60c and selling at $4, it's like hearing of an old best friend these days lol. These days, my focus is GPIQ. It runs like QQQ but pays a 10% dividend. I want to use safe amount of margin, keep DCA'ing and dripping and create generating income each month so can retire early instead of focusing entirely on growth. It's the one am going deep on most to escape the rat race.
MSFT just refuses to stay green today.
Just got a MSFT ad on RDDT. Calls
Thanks mate, my other big bets are IREN they have 2 nuclear reactors worth of renewable energy coming online, already landed massive 10b contract with MSFT. Just need another hyperscaler to announce contract with them for massive reprice. I could see $150-$250 in coming years. RDW if AI goes to space, they're pick and shovels play for space which is expected to reach 100k satellites from like 15k currently in space. PLUG if hydrogen finally takes off, they're actually getting government contracts now and announcing 20b revenue for 2030 huge asymmetric bet. KEEL which is another bitcoin miner to AI cloud computing but cheaper than all the rest selling it's power for pennies on the dollar $.40m per mw compared to IREN $4m per mw and $16m per mw for NBIS (might be wrong with the numbers there but it's rough estimate).
Looking at that MSFT price action, boy to i regret not jumping on that. is what i would say to myself if i was some fresh faced regard noob
MSFT 500 by August
I’m pretty deep on MSFT calls. Lambo or bridges 🚀🚀🚀🚀
lol idiot told me RSI is too high in the morning to buy MSFT calls. Indicator’s are useless. It’s all about vibes.
MSFT didn’t shit the bed today. I’ll chalk that up as a W
MSFT is going to $460 after earnings Wednesday isn't it
SPOT calls cuz i'm still paying for it HOOD and V calls cuz i'm FUCKIN DOUBLING DOWN ON MY -80% CALLS MSFT, GOOGL, META(?) calls cuz they have monies somewhere AMZN puts cuz Jassy can't do shit right RDDT calls it has porn and people like porn
lol told you guys to buy MSFT calls at open
Sold and booked 58% in MSFT 😎
Well looks like my 0DTE TSLA puts and MSFT puts are going to lose!
MSFT just reduced the price of its game pass for its customers because people were not buying their boxes.. they just spent a 69 billion dollars in 2023 on Activision Blizzard and haven’t produced a new game since.. their software is being replaced by AI, and they just got capped today as far as how much they can earn with using Open AI.. 🤔
How the hell could you see NVIDIA TSLA GOOGL and MSFT all up massively on the day and think SPY value for the day is remotely priced in yet? Bers are truly lobotomites
lol on the MSFT news about openai some algos bought (to $428) some (most) sold, and now we back at $427 area. That algo that sold all the way to 404 belongs here
praying to the market gods for MSFT 500 by mid may
Historical IV spreads between MU and the hyperscalers around earnings windows would be the cleanest data set to test that thesis. Market Chameleon lets you pull historical IV by date so you could line up MSFT/GOOGL/META earnings announcements against MU IV movement in the days after. If the pattern holds consistently that is a tradeable signal worth building around.
Do I sell my MSFT calls or let em ride for the week
MSFT dumps after earnings
Somebody bough MSFT puts expiring 06/18 with 1.3million, he might not realise stocks only go up
Sorry - misinterpreted your question. I shuffled some cash into TFSA / FHSA. I’m only just getting back into options (and way deeper than before) so learning about leaps in tax sheltered which I just did for MU, GOOGL and MSFT. In my margin I’m taking it easy mostly spy short put , long call. Bought meta and more MU for October hoping to cash before my Japan trip if contracts are good once summer beat down over
lol told you to buy MSFT calls!! 🚀🚀🚀