Reddit Posts
Fellow MSFT holders, are we holding long-term or selling anytime soon?
Is anyone able to explain this drop the past few days? Are stocks like MSFT, GOOGL, and AAPL what we should be buying now?
My wife and kids said they wanted to ride rollercoasters. I said we have that at home on my phone!
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
Question: Why Do Individual Stocks Move in Tandem w/ Others?
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
Built the Free All-in-One Smart-Money Tracker
I gonna sell these stocks and they will fly, based on recent data.
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
Stop buying my position and crashing it 🤬😡
Built the Free All-in-One Smart-Money Tracker
Azure +39%, AI revenue +123%, 4th st. beat — stock down 30%. The market has decided capex is sin...
Trimming a +20% semi position to build a defensive sleeve?
Chat will these print? MSFT 12/18 $400C
MSFT Bear Call Spread, 96% PoP but risking 10x the credit — sanity check?
Got $10k saved up. Is MSFT at $385 an absolute steal right now?
If hyperscalers like MSFT, ORCL, META, AMZN, etc are down 30-40% semi conductor stocks can’t continue to go up! Says JPM’s Chairman of an investment Strategy Michael Cembalest.
$450,000 USD on MSFT + NFLX. Funded entirely by META profits 🥳
Hands down, MSFT is the worst fucking investment I have ever owned
my MSFT LEAPS exposure as of July 9, 2026
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
Liquidated all positions: Sitting on $1.2M cash for a 2026 macro restart. How would you deploy this for the next decade?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
MSFT update – holding the bounce, but still under pressure
Microsoft's $2.5B bet might solve AI's biggest enterprise problem
Weighing MSFT plays, straight shares or a long call
The AI capex numbers are getting hard to ignore, but I can’t tell what the market is missing
The move of $MSFT into physical AI is a transformation that warrants a buy!!
MSFT - Bearish Cup & Handle Pattern - Next $342.
Almost lost everything. I promise not to be stupid again…for now 😂
MU stellar earnings = SOXX ⬇️ MSFT & AAPL bad news = MAGS ⬆️
I'm retarded. Have a feeling this will go down even more.
MSFT, META and AMZN are generational buys right now
Any big balls betting on hyperscalers before the Q2 earnings?
Top stocks hitting 52-Week Highs/Lows - June 25, 2026 📈 📉
POV: You've been buying the MSFT dips for the past months
If you're not buying MSFT/MSFU at these prices what are you even doing?
MSFT and NFLX are cheaper today than April Liberation day last year
Instead of investing in dying companies you get in on one of the Mag-7 at really low value.
Microsoft is now cheaper than the April 2025 Tariff crash, yet TTM EPS is up 30%. Huge bargain
Market rotation is becoming obvious but retail is still stuck in old narratives
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Micron Price Target Analysis Part 2
📓 Daily Brief: Theta Gang Goes To Wendy's
Mag 7 selloff: real risk or just oversold panic?
Is it over for $MSFT. Microsoft Office is going the way of Adobe.
AMZN Extremely Undervalued
SpaceX stock tumbles 16.4%, shaving off most IPO gains since debut
What's might be driving todays fall for Hyperscalers like GOOGL META MSFT AMZN
AI is disruptive. Individual companies have never been more volatile. What’s the argument to not just buy indexes?
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
MSFT around $378. Falling knife or finally reasonable?
What do you think of "forgotten" tech stocks that are past their peak/cultural popularity?
Mentions
MSFT gets sold off everyday since about 14:40, wtf is this?
Lol MSFT back to below open price. Useless.
I told you guys [MSFT is about to dump. I](https://www.reddit.com/r/wallstreetbets/s/3CvdhG3jIs) times that perfectly lmao. They’re gonna increase capex and retards will dump it like Google
sorry guys, i sold half my MSFT position (1 share), it'll be back up shortly
It's clear nobody actually ***wants*** to buy MSFT, lmao.
MSFT preparing for post earnings dump as is tradition (I own 100 shares)
holding MSFT + SPY returns a perfect 0% return most days of the year
MSFT starting the dump already
MSFT you better head to 450 after earnings tomorrow
MSFT back to going down daily means the bull market is back lads! We’re gonna make it! :money:
MSFT, you're so quirky
MSFT bankruptcy declaration by eod
GOOG and MSFT are dropping, there is some hope for rotation into semis
MSFT over 400 is fucking illegal
better then dumpster fires like MSFT
Judgement day for my port tomorrow, majority in MSFT for months already but I'm holding no matter what I trust this company more than I trust my own sister
so is MSFT going to say the bad words tomorrow?
MSFT dumping as was written
MSFT dump starts now lol
META & MSFT tomorrow? I gotta be dreaming!!
GOOG and MSFT for me. In heavy now.
Closed out a 4% gain on MSFT shares to buy into MU at 795
Closed out my MSFT calls, holding shares. Fully expect opening up -5% on Thurs following marginally increased capex guidance.
Green MSFT means earnings going straight to hell right?
Like what MSFT? Maybe I have too many boomer stocks on my list
It’s a good day to have a port that’s heavy on MSFT, GOOG, and SPCX.
NVDA green, APPL green, GOOGL green, MSFT green... what are you on about?
Back to selling MSFT covered calls I guess 🥱
yeah cause MSFT only makes like 80 billion a quarter lol
It's really weird to see MSFT +2% while PLTR is -6%, usually they're pretty closely correlated
Spend all 40k on MSFT stock I believe it gets to $600 by the end of 2027
QQQ puts and MSFT calls?
sold my MSFT for MU when MU hit 790/share... I don't believe, I'll take my couple pct in gains
MSFT, META and SOFI pls i don't have it in to hold more bags
PEP and waiting on HD, but consumer sentiment is pretty bad. ULTA if it drops another 100pt, nothing in tech but MSFT
A +1 for MSFT is considered mooning
META and MSFT tank tomorrow on increased capex, semis revert. Retail gets destroyed on both ends, after selling semis out of fear.
I’ll tattoo Azure in cloud shaped letters on my nutsack if MSFT moons tomorrow after earnings
Not of MSFT or META bitch
Oh shit I forgot MSFT and META earnings are tomorrow. Good luck holders, theyre gonna drop like a rock after the call is just going to be "AI AI AI AGNETIC AI AGENTIC CAPEX CAPEX CAPEX"
Everything is down and MSFT is up!
I legit can't think of anything MSFT and META could say that would save the market lol
Out of all the stocks I own since 2018, MSFT has always felt like that one old friend that’s been there through the good times and the bad. Hard to let this one go.
I’ll be holding MSFT for the next 19 years, at a minimum. I don’t sell stock. I buy and hold. I also only buy Google, Microsoft, and VOO. For me it’s less than 5% of my portfolio, so I don’t mind the “gamble”. But I think it’ll work out.
There is a wide gulf between a company going bankrupt or out of business, and not continuing to dominate. Who were the "Mag7" in the year 2000? \- Microsoft \- General Electric \- Cisco \- WalMart \- ExxonMobil \- Intel \- Pfizer All of them still exist! Only one of them is still in the Mag7 today (MSFT) Someone who bought all of those at their top before the dotcom bubble burst would have been underwater for GE and Cisco until 2025 or 2026 for Intel. Walmart traded sideways for almost 20 years (excluding dividends) ExxonMobil had weak share price returns (again excluding dividends) until very recently. Pfizer was down for years until the late 2010s. It's very easy in practice to say "I have years until I need this money for retirement/house/college/etc." In practice, it's very difficult for people to watch their portfolio linger in the red for years on end. This is the whole reason virtually all financial advisors recommend most retail investors hold broad market ETFs/mutual funds, because the fact that the market generally goes up over time does NOT mean the current winners won't be dogs 20 years from now
Google, ServiceNow, MSFT just off the top of my head
Conventional wisdom says MSFT will dump on earnings because that’s what Goog did with largely same CapEx posture. However, if we assume this shit is rigged, will MSFT have historic blowout if they can show they are already converting CapEx into $$$?
$AMZN market cap too low, compared to diversified revenue sources Check $AAPL $GOOG $MSFT etc
There are so many stories playing out together of course it will be more volatile lmao. You have double MSFT/META earnings, feds, lord knows what Trumps gonna do, the whole situation in Korea and I am sure I missed like half a dozen more. expecting any sort of clear trend in these environments is fucking retarded.
$AMZN-AWS highest market share for AI-Cloud datacenter $MSFT- 2nd highest $GOOG- 3rd one AI Cloud revenue skyrocketing
Mag 7 undervalued, they have control always AAPL , MSFT, META , GOOG, AMZN, and so on
You have a point. However, MSFT has been beat down and bottom line is way healthier. I’d say flat there at earrings. Amazon on the other hand will probably rip with expanded margins, AWS, and ad business ballooning.
Imagine people not buying MSFT under 400
So close to breaking even on my MSFT calls. Whichever decision I make before earnings will be wrong.
Who was here before the MSFT bol run started on july 30th 2026? 😎
I’m realizing that i just bought a SaaS company 1 day before MSFT earnings, rip
Yeah specifically talking about MSFT and Google since they’ve been lumped into the SAAS sector and have been battered and money is rotating to them for safety.
Honestly wild to me MSFT is bucketed in with software stocks like they aren’t spending hundreds of billions on AI infra yearly
What capex spend and which software companies are you talking about? Are you talking about MSFT and Google because I am not
Anyone got money on $MSFT taking a DUMP tomorrow? I mean lets be realistic here, $MSFT's cloud business would need to blow Google's out of the water this quarter to hold any type of buying power on the stock and we all know not only is that not happening but $MSFT doesn't get too just boost its quarter with $SPCX stock appreciation either and will have to answer for raising capx on top of everything else.
She’s a 10 but has MSFT calls
Wow, you really track your Reddit threads! I eliminated all my positions with these numbers (entered positions in February 2025): |**Symbol**|**Shares**|**Price**|**Proceeds**|**Gain**| |:-|:-|:-|:-|:-| |VGT|13,360|$112.43|$1,502,065|\+$428,622| |NVDA|2,318|$196.51|$455,510|\+$155,148| |PLTR|211|$131.53|$27,753|\+$10,923| |AAPL|71|$336.91|$23,921|\+$6,979| |MSFT|38|$389.10|$14,786|–$1,101| ||||**$2,024,034**|**+$600,571**| The plan is currently to buy VTI + VXUS + AVUV once the dust settles.
Is MSFT going to cuck everyone again tomorrow, or will it finally be big green?
No big movement till MSFT / META earnings tomorrow close
WTF Michael Burry just went long MSFT GG Bulls LMAO
NFLX, META & MSFT all green together is like Lunar & Solar eclipse happening at same time
MSFT pumping with SPY? Have the gods answered my prayers?
Green or red for MSFT after earnings? My guess is green
Full porting MSFT calls for earnings
Well, I can tell you that before June my MSFT co-pilot gave me a loooott of tokens. Now that they adjust their price? My AI usage has plummeted. AI is still very helpful don't get me wrong. So yes, I do think subsidized tokens and tokenmaxxing is over.
MSFT announced capex cut and everything just turns green. Isn’t this good?
Where will MSFT be Friday post earning?
So MSFT is pumping so it can take a massive dump after earnings, right? Right?
**BanBet Won** — /u/Salt_Contract342 (3W - 1L, 75%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $392.85 → $400.00 | +1.8% | 21h 11m | Won |
MSFT, next stop 500 🚌💨
CRM and MSFT gang we prayed for days like thisssss
As a MSFT shareholder I approve this message
Sold some covered calls for MSFT at $455 for this Friday Knowing my luck, you can expect it to moon
**BanBet Created** ▲ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $460.00 (above) | $396.50 | +16.0% | Jul 31, 2:57 PM |
Ill pay attention when MSFT is at -1%
So rotating out of tech, into . . . MSFT?
Reminder that COST is still trading at a higher PE ratio than MSFT, NVDA, AAPL etc...
My crystal ball says MSFT will come out tomorrow saying their planned CapEx will stay the same / decrease due to their focus on cheaper Chinese / internal models and that will be the nail in the coffin for AI trade.
You know you big fuk when MSFT and BRK big green
I’m so excited for MSFT to announce capex increases