Reddit Posts
I think it's time to rebalance my portfolioI should buy some NVIDIA stock
Name a better investor than Jensen Huang's wife.
After trillions of dollars are plucked out of AI stocks where does that money go next? I think I know
The selloff was an overreaction
Stop looking at QQQ and SPX. The AI trade already crashed underneath it.
WoW Forever. the real reason the ai market crashed today. just listen..
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Microsoft tightens oversight of neocloud data center projects with Nebius, IREN, and CoreWeave
Tax-loss harvest without losing exposure
Am I dum dum or should we not long GOOG/Short MSFT?
We’re in an anti-bubble bubble
How to turn $20,000 into $$216 million with $MSFT in one easy step [time travel involved].
Genuinely scared , NQ could be down nearly 3% by NY OPEN
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
Amazon misses on earnings and holds capex steady, adding to AI spending jitters
So it turns out that a year ago the bears were RIGHT: AI is cannibalizing Google Search
GOOGL: Everyone Was Bullish Yesterday, Now Google Is Suddenly Dead?
Oracle is backing off from cash burning. Will more companies follow?
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
Anthropic S1 - solid Growth. Encouraging direction..But ... Extreme Client Concentration and $450 Billion commits: The hidden operational Debt anchor
Anthropic - solid Growth. Encouraging direction...can they be the Google or SpaceX of the market?
Anthropic S1 - solid Growth. Encouraging direction but what about valuation? Inside Anthropic's Pre-IPO Financials
Anthropic S1 - who is ready to Buy the absolute top of the AI hype cycle. Inside Anthropic's Pre-IPO Financials
Dell is up over 200% in a year while almost everyone actually buying the racks has been getting smoked
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Forget the distractions, the AI trade hinges on Metas earnings report this week
We have now entered the next phase of the AI super cycle and here are the likely winners and losers
MSFT options collar: Avoiding constructive sale designation and understanding if strategy is sound.
If you had $100k to put into just one stock, what would you pick?
How do you think about holding concentrated positions after big gains?
The AI capex boom is increasingly a bet on AGI, not current economics
Bearish thesis on Microsoft ($MSFT): My DCF model indicates extreme overvaluation due to AI capital intensity. Tear my assumptions apart.
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
3 ways to invest in OpenAI and Anthropic (pre-IPO)
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
Microsoft - Going Long / Burry is going Short
I Bought MSFT, Betting Against Michael Burry
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
Mentions
That will be changing dramatically very soon. See my comment on agent API revenue growth covering fixed costs and R&D on training models. Plus I hate to burst your bubble, Anthropic was operating cash flow positive by over $6b YTD. I'm in the camp that Anthropic will have near $150b in revenue in 2027. Then likely double that by 2030. I think AI in general will be a trillion dollar revenue market in the next few years. Billions of people will all be directly buying, indirectly using AI paid for by others (AI ads on Google, Meta, etc), or their work will be buying for them likely $20 to $40 per month of AI. It's already 1.5b people and roughly $15.70 per month. So, let's assume 3 billion people x $30 per month = $1,080,000,000,000. My family alone spends about $80 across Meta and Claude. I use maybe another $100 a month at work. It's already profitable in GOOG, META, MSFT, and SPCX. And this is operating profit! What's really facinating is that 86% of people in China are excited by AI. A Gallup style poll had it at 93%. Europeans are on average 55%. Meanwhile in America, that number is 38%. I think it's because of people like you that actually see it as a political issue and can't seem to get their head around it. Or, our terrible educational system. You're just wrong and it's likely because you don't use it and are afraid to. The world will pass you by like you're tied to a pole. Good luck, champ.
I’m trading vibes MSFT looks too high so I picked up some way otm puts
MSFT looking too high we trading on vibes. Picked up some 510 puts for Friday.
$NVDA AI-itself is unstoppable. AI is beyond one company or one CEO or any one country. It’s already rolling so fast around corporations & knowledge transformation, hard to stop. $NVDA CEO, honey trap is just noise, earnings spike big. $MSFT $META $GOOG $QQQ $SPY Santa rally.
$CRWV, spike to 60 $MSFT loaded CRWV contract, even $META https://preview.redd.it/f34u1hj08u0i1.png?width=721&format=png&auto=webp&s=0420399bf6515262af639642657d8118331886ab
Damn MSFT got fucked because of excel
Bro how is MSFT going up by call option won’t fml
CRWV, spike to 60 MSFT loaded CRWV contract after ORCL detachments
AI already stealing everyone else's human labor and hard work, extracting all the value. Makes sense to go after MSFT next lmao: >At an event in San Francisco on Tuesday, Anthropic unveiled new tools for non-technical workers who spend a lot of time attending meetings, brainstorming new ideas, and analyzing metrics: Claude Meetings, Claude Sheets, and Claude Whiteboards. The tools allow for Claude to join a meeting, take notes, lay out ideas on a shared whiteboard, edit spreadsheets alongside employees, or turn a presentation into a one-minute explainer video. The new “Artifacts,” or Anthropic’s version of graphical UI, come two and a half years after Artifacts first debuted, and join existing tools like Claude Docs, Slides, Design and Motion.
MSFT just turned in your favor somewhat
ANT and MSFT doing a human centipede to each other is funniest shit in the episode so far this season!
MSFT rebounding big time!
Can't get any love in the sector with MSFT fucking it all up.
What happened to MSFT? Weird big dipper, way outpaced the other mag dips
u/sinag19 Haaaa haaaa. WTF is going on with MSFT?!
Anthropic re-invented microsoft office, so somehow that makes MSFT drop -2%.
What happened to MSFT lol
Depends on which week you ask the algo. Some weeks software is worthless, a few weeks later MSFT is the best company in the world!
So that's why GOOG so heavily invested in Anthropic Anthropic can replace MSFT Office
yo lol what happened to MSFT? did their CEO cheat too? I thought that was a long time ago
Walter Doomberg tweeted 50 minutes ago that MSFT valuation passed NVDA 😂 didn’t last long
MSFT is dumping, it's dumping spy
Holy shit i just got so fucking lucky. I bought 15 1DTE puts on MSFT 5 minutes before that dump. $3.6k -> $17k
What is going on with MSFT?
MSFT isn't a sex thing, they just ate some bad chinese food for lunch.
MSFT Killer [https://www.bloomberg.com/news/articles/2026-11-10/anthropic-unveils-office-tools-ahead-of-ipo-taking-on-microsoft](https://www.bloomberg.com/news/articles/2026-11-10/anthropic-unveils-office-tools-ahead-of-ipo-taking-on-microsoft)
MSFT DEAD. AI killed it
Office Suite is so dogshit that when a company of “value” tries to rival it MSFT holders panic
and this shit's enough to tank $MSFT by -2%, that's the joke.
did MSFT CEO get honey potted too?
MSFT are the survivors they survived dot com crash lol
congrats to $MSFT put holders, you just won the lottery
you can fuck with trash like SNDK and RKLB but don't fuck with my MSFT
MSFT in bed with a Chinese spy too?
MSFT CEO also have an affair or something?
Why MSFT drills? What happened?
Holy MSFT what’s the news
Whatever happened to MSFT should be happening to TSLA but MMs are ass
where does $MSFT end today? Sheesh
Oil up MSFT down, a tale as old as time. It seems Windows runs on crude.
Anthropic unveils office tools before IPO, rivaling Microsoft. $MSFT - no more Excel for mr. Softie
Anthropic unveiled new AI-powered office tools ahead of its IPO, expanding Claude into spreadsheets, video meetings and data analysis while competing more directly with its investors Microsoft ($MSFT) and Google ($GOOGL).
$MSFT literally just got nuked. Holy hell what a candle lo
what's the news on MSFT?
what just happened to MSFT lol
Just today, GOOGL announced new TPUs, other LLM providers do the same (Maia for MSFT, AMZN i forgot, META also) => large providers will require less general purpose GPUs
MSFT is the worse company (from customer perspective) in the world. I will be happy when it finally starts crashing.
MSFT tops NVDA's market cap LMAOO we going back in time
MSFT now bigger marketcap than NVDA
If $GOOGL, $MSFT, $AAPL, $AMZN start turning a bit today, we could be in for a nasty afternoon and AH
MSFT from depths of despair earlier in the year to 2nd largest company in the world.
MSFT overtakes nvda in market value thanks jenssen
It's not even that bad fr.. MSFT still above 500 LMAO 🤌
"These companies are buying $26 billion of Anthropic $ANT stock at its IPO price: Google $GOOGL: $10B Nvidia $NVDA: $10B AMD $AMD: $2.5B Broadcom $AVGO: $1B Micron $MU: $1B Microsoft $MSFT: $1B TSMC $TSM: $500M The private placement comes on top of the public offering and closes right after the IPO."
MSFT market cap: $4.03T NVDA market cap: $4.02T
>Obviously if Jensen Huang is out then the stock is going to drop considerably. While I'd agree the stock would drop on news of Jensen being ousted, that alone doesn't materially harm the business. NVDA and CUDA will go on with or without Jensen - it not something that can just be replaced. AAPL went on without Jobs. MSFT went on without Gates. AMZN went on without Bezos. They all went on to grow even substantially larger than they already were. The biggest risks would be if Jensen was found to be complicit in any issues of skirting the laws. For example, if he knowingly proxied GPU's to Singapore to get around export ban to China. It seems highly unlikely that would be the case because sales figures to Megaspeed in Singapore was just a drop in the bucket. He wouldn't be doing this to pump NVDA numbers up because it doesn't even move the needle. But let's say some kind of small infraction was to be found, NVDA might get fined some amount causing financial harm. But it's not going to destroy CUDA moat. CUDA is a near 20 year old platform. There are specific libraries tailored to extract maximum performance out of hte GPU's for every scientific and engineering application under the sun. That also includes AI development over past decade. Nobody is tearing down all prior work and codebase written against CUDA to do it on some other platform. Take away the CUDA side, and NVDA hardware itself consistently ranks at very top end of performance. They became one of the most valuable companies in the world because they make the best of the best for products and services in demand.
True. True. A lot of MSFT and Apple stuff was nicked from Xerox. I think the mouse also.
Problem with companies like NVDA, GOOG, MSFT is they are already multi trillion dollar companies. They won't double in share price unless the Federal government debt also doubles. Dems got elected on a platform of slowing the debt growth rate. They will start moving money back to homebuilding, healthcare and lower classes and away from tech.
MSFT was too entrenched in people and businesses that eating at it's market share is next to impossible. However for AI it's still early days.
You should be loading GOOG/AMZN/MSFT during this bear trend byw
MSFT about to overtake NVDA Market cap SAASAPOCALYPSE MY ASS LMAO
Time to rotate to MSFT and Intel.
Yes but temp renting is still temp renting. Also those things need to be made lol. Regardless, I think Elon mentioned somewhere that many parts of his infra had like a 6-12 month ROI or something totally crazy, instead of the usual 18+. Regardless, they're an elephant in the room, and foolish to forget them. Sure they're not a generic provider, like MSFT, Google, or Amazon, but they are a top playing in the AI infra
MSFT is now on my blacklist of stocks to trade. That along with TSLA and AAPL puts.
Probably... i ad a nice MSFT position then paper handed it last week
MSFT will reach ATHs this week?
MSFT? The company that runs every business email, Xbox, windows, and a bunch of other shit I don’t even know about won’t hit 500 ever again? lol
When such statements are given by OP, I just want to validate whether OP is right or wrong. Surprizingly, he is right and it had occured all troubled times. Now, I see how OP views the market based on the co-relation. It is interesting to me when I validate the data. Frankly, 2000, 2008 and 2020 no one has predicted ahead and all news/media display nice story after the fact. Even if there is one now (assuming OP is right), news/media will only reflect nice post after that fact. On any case, I am independent retailer and have my own views and ways to go through the market twists. All I foresee is big mass work-force reduction are coming like the way MSFT (25%) and google made it public now. This will impact the economy and the effect withh be described by news/media nice reasoning in due course. Good Luck.
you're early, AAPL is overvalued but it might be a while before the drop, at least you have time. MSFT might genuinely never see 500s ever again idk. NVDA is in a bad spot rn could end up anywhere
Can I sue Bill Gates for fucking my MSFT puts?
Melinda gates got half the market cap of MSFT?
MSFT + AAPL pumping hand in hand wow love to see it
so cheating scandals are bullish according to Amazon, MSFT, SKHynix and Google ??
my story with MSFT today lol couldve had 17k instead i lost 300 dollars
My reaction earlier today with MSFT
GOOGL and MSFT doing the usual bait and switch