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
MSFT APR17 500C @ -60% (They've done nothing but dump since I bought them). Wait for earnings or just cop the loss?
Aaand MSFT going back to its regularly scheduled dumping
MSFT & SPY have destroyed me. ASML, you're my only hope.
Well yeah but I was talking bout spy. Look at NVDA/AAPL/MSFT/AVGO/AMD/ORCL/V/MA
MSFT calls, someone tell me that it’s gonna be ok
I bought NVDA, MSFT,& AAPL
mark my words. MSFT will end the month green
My predictions for earnings this season: META, AMZN, AAPL up, MSFT and GOOGL down
Satya is a salesman. If he had an advantage he wouldn't be nervous. He is beginning to understand MSFT isn't great at AI compared to his competition.
$AAPL $MSFT $NVDA All three came within a few percentage points from a bear market at the lows today, -20% ATH peak to trough move.
can someone please give me some hopium for MSFT? feb 27, $500 calls
#MAG7 Earnings Report: #NFLX - MISSED #NVDA - #MSFT - #AMZN - #AAPL - #TSLA - #GOOG - #META - #LMAO🤌
I need a contrarian to convince me not to full-port $MSFT while it's under $460
But also you need to hedge some with like 10% Silver/Gold, 5% BTC. I’d hedge a bit more Silver/Gold because the $ is the real sht coin. But also MicroSlop. MSFT me retire in my 30s, and I worked in this field but MicroSlop is pretty accurate.
Guess i'm a long term MSFT investor now
Yeah, by MSFT valuations are still somewhat reasonable. In the past 9 years the EPS is up 5x. Their growth and profitability warrant a little bit of premium in their valuation.
And what were the market values of MSFT and Broadcom when they made those acquisitions?
There are many ways. A European wide digital tax would hit Google, MSFT, meta, Adobe and other companies hard. While the European country's need some of these products like Microsoft, others like advertising on meta and Google can be reduced easily. A European wide minimum tax would hit companies like Starbucks hard. Other ways beside the taxes: - ASML is a European company. Open the export of these machines to China and close it to USA and you have an US Stock crash within minutes after just talk about it seriously. - full stop of us military components / systems and produce in Europe. - start looking for new Partners. China has no hate against Europe, it's the US with it's dollar dominance that they hate.
Never known of a stock to benefit from an acquisition? Did just start investing one hour ago? MSFT and GOOGL acquire all the time.
well why did you buy AMZN then? Worst mag7, yes it's worse than META, takes ages to go up and dumps first when market deep red cut that one out and buy some MSFT imo, set aside some cash if you think we are going into correction territory and get some long dte
God have mercy upon me, ive entered MSFT calls …
Well that’s because , let’s take MSFT as the example, it’s up 626% over the last 9 years and that pales in comparison to NVDA. VT is up 131%. Chill indeed.
I legit bought all the fallings knifes META, NFLX, and MSFT
No buys from me today. Still waiting and reading the news. Many stocks have fallen below 50day MA so looks like a time for more red. Unless we get a recovery ( rare when 50day below). Hoping to get some good deals on $AMZN & $META calls at 2-3% lower from here. Also looking at a big position in shares for long $MSFT Made about 20% on $SNAP puts that i sold today - so now 98% Cash and ready to go.
Next one is MSFT, plz don't rape me.
surely this is the bottom for MSFT, right?
way too much FUD. not touching MSFT until it hits 300, oracle 125, META 450, paypal 30
Wow. MSFT is standing like a rock.
So is it calls on AAPL, MSFT, META???
Genuinely excited for Netflix earnings. Also looking to add to FICO MSFT.
staples bigly green, BLK down 4.6%, AMZN down 3.85% vs MSFT 1.2% sus
MSFT is such a pig
you know SPY is fuk when even MU gave up into red # LMAO🤌 also MSFT coming back from the dead, there is some alpha in there I think
What do you guys think about MSFT?
I disagree on NFLX, as much as I like the company there is so much down pressure it's insane MSFT and META are not going anywhere tho, good picks for sure
Just get to earnings. AMZN AAPL MSFT.. the print money and are very beaten down.
I missed out on RKLB, I am not holding META right now but it seems a great entry, earnings in 2weeks will probably pump the stock up and then it's up to you if you want to bet or not I am in MSFT calls, similar thesis
You were there for my MSTR calls at the start of the month. You were there for the MSFT puts on Friday. Now you’re here for the CMCSA Leaps Remember me 👽
oh God save me, i’ve entered MSFT calls
I was about to do the same, but I just kept staring at MSFT going from -2 to almost -1 at the same time, NVDA/GOOGL puts would have printed
Took the L on MSFT calls (owwie my ass) and bought the SPY dip instead
We're watching Apple Google Nvidia and MSFT crash out while SPY melts up lmao
I have not seen MSFT have a green day in so long
Added MSFT, AMZN, VTI, and will add more if this week dips further 🤑
rolling is basically closing your current position and opening a new one at the same time, usually further out in time and sometimes at a different strike. In your case with the covered call, if MSFT is approaching your $425 strike and you dont want to get called away, you could roll by buying back the $425 call and selling a new call at a higher strike (like $430 or $435) with a later expiration date. The main reasons people roll are: 1) avoid assignment when they want to keep holding the stock, 2) collect more premium by extending the timeframe, or 3) adjust the strike to give the position more room. The math works because options lose value over time (theta decay), so a call thats 3 weeks out is worth less than the same call with 5 weeks remaining. You buy back the cheap near term one and sell the more expensive far term one, hopefully for a net credit. In your situation, rolling up and out would mean buying back the $425 call (costs you money) and selling maybe a $430 call 4-5 weeks out (brings in money). If you can do that for a net credit (meaning you collect more than you spend), then youve successfully rolled. You keep the shares, give yourself more upside room to $430, and collected additional premium. The downside is you extend the commitment - now youre potentially stuck until the new expiration date. Before you roll though, make sure the math actually works in your favor. Sometimes the near term option has spiked so much that buying it back plus selling the new one results in a net debit (you pay money to roll). In that case youre better off just taking assignment, keeping the premium you already collected, and starting fresh. I use tools like OptionStrat or TastyTrade platform to model what the roll would look like before executing. QuantWheel also has position tracking that shows your breakeven after rolling which helps visualize if youre actually improving your position or just delaying a loss. If you want to use the tool that checks math in your favor check the tool on this page, it's free [https://quantwheel.com/tools/optimal-roll](https://quantwheel.com/tools/optimal-roll)
"tech" at this point is AMZN/MSFT/GOOG/META/OpenAI/Anthropic + the chip companies associated with AI. Only company based in the EU among those is ASML.
Wow ok clearly I’m out of touch with Europe. I mean it makes sense why they’re trying to shift away but meanwhile I see all these investments from MSFT going into Europe and Middle East like the UK and Portugal deals and India data centers.
white collar layoffs= less MSFT seats. Co-pilot has not been able to raise the average revenue per user to offset this loss. Street has known this for 3 months
MSFT down 6.66 points right now, truly a devil stock fml
My port? Oh no, I'm much too scared to open that. I bet my MSFT position will be down like $800 at open and AAPL will be down like $300
I was long on B and long on GLD. Pocketed the profits bc I thought it was overbought.. Rotated into MSFT after it dumped to 490. That was a mistake and a half.
I think that happens this week and next week. NFLX, INTC, META, MSFT, TSLA. I think at least 3 of these will drop but will recover a month from now like how Amazon did when it dropped from 230 to 210 and back to 230 on earnings a while ago. And then PLTR, GOOGL, AAPL up, and AMZN idk.
Average down on MSFT once it stops dumping
Wtf do I even buy. Everything is at ATH.. I sunk a bunch into MSFT but that's just murdered me over the last 3months
Have you seen MSFT, Apple, or Meta this past week? Bag7 this year
Call me crazy but I stacked up MSFT leaps on Friday, what yall think?
I got out of gold and into MSFT/ASML/SPY That seems like a dumb idea in hindsight
So I guess there's not much of a chance that MSFT gets to 485 this week 😅
Seeing MSFT drop makes me feel good about my self esteem
MSFT, entirely predictable you POS
SPY FEB20 725C & MSFT APR20 500C have cost me like 30k in less than 3 months. Incredible.
**META vs Mag6 (FY data):** | Ticker | Price | P/E | Gross Margin | Op Margin | Net Margin | |:-------|------:|----:|-------------:|----------:|-----------:| | META | $620 | 25.2x | 81.7% | 42.2% | 37.9% | | MSFT | $460 | 33.6x | 68.8% | 45.6% | 36.1% | | GOOGL | $330 | 41.0x | 58.2% | 32.1% | 28.6% | | AAPL | $255 | 34.1x | 46.9% | 32.0% | 26.9% | | AMZN | $239 | 42.2x | 48.9% | 10.8% | 9.3% | | NVDA | $186 | 62.7x | 75.0% | 62.4% | 55.8% | META has the **lowest P/E** in Mag6 and **highest gross margin** (81.7%). Revenue growth still running 18-21% YoY. **The catch - CapEx explosion:** | Quarter | CapEx | FCF | |:--------|------:|----:| | Q4 2024 | $14.4B | $13.6B | | Q1 2025 | $12.9B | $11.1B | | Q2 2025 | $16.5B | $9.0B | | Q3 2025 | $18.8B | $11.2B | CapEx doubled from $6-8B/quarter to $13-19B. They're burning cash on AI infrastructure. FCF is still positive but margin is compressing. The "steal" thesis works if you believe AI spend converts to revenue. At 25x with 82% gross margins, you're paying less than GOOGL (41x) for comparable ad business + AI optionality. **Risk:** If AI spend doesn't monetize in 2-3 years, that $70B+ annual CapEx becomes a drag. VR already burned $50B+ with nothing to show. At $50k position size, I'd want to see CapEx stabilize before full allocation. Maybe 50% now, 50% on Q1 2026 results.
If it's a brutal dump tomorrow I'm buying MSFT and GOOG calls
#In 2022 when META missed estimates it dumped -22% overnight. Nvidia dumped -20%. MSFT beat but still was down -12%. Apple beat but stilled crashed -8%. Amazon was down -10% overnight. LMAO🤌
LTR & LYC giving my port a taste of what SPY/MSFT/ASML will do to it when the US market opens..
Is it ever a good time to full port MSFT?
I think we drill on NFLX, TSLA, MSFT, and META earnings, and then pump on GOOGL/AMZN and then theta until NVDA after which we pump and bull market resumes
MSFT vs META, race to 0 apparently
MSFT has been getting dogged by WSB, but I lowkey agree with them 😂
My moves for tomorrow are to hope that MSFT doesn't continue to gape me. 🥭 made that all but a certainty tho
MSFT making me flaccid
I bought MSFT calls on Friday. I'm cooked
I have UBER MSFT ORLY in my portfolio. I'm fucked tomorrow.
of the mag. 7 only nvidia sells chips and is a fabless company at that.the revenue it generates and projects now is supposed to come from msft, open ai and other american companies. So if the commission issues a directive "no american cloud because of national security" in the way as Huawei was cancelled for 5g network, MSFT will play football in their brand new datacenters in Frankfurt and Jensen will sell his leather jacket, given their bubbly mid-term outlook
NVDA has a monopoly on CUDA. would not worry about selling shares of NVDA unless something serious goes down between Chyna/Taiwan would not sell MSFT or AAPL either, only Mag7 stocks i'd consider ditching is TLSA's sorry ass and possibly META
Real question: should I sell AAPL, NVDA and MSFT tomrrow as a europoor? It’s 80% of my portfolio 😬
Nobody ever listens to the random on WSB saying to load up on MSTR calls and MSFT Puts before the long weekend. Remember me 👽
I am proposing 69% tariffs on MSFT restarting my computer more than once a week.
Where do you see MSFT price overseas?
MSFT, NFLX, NBIS-- RZLV for 100% gain. NFA, opinion only
I might be wrong, but there's a huge gap-up from its April lows at around $400. I'll wait and see if that gap gets closed. MSFT is great and I'll gladly add more when it comes down to my buy levels.
META MSFT TSLA all reporting earnings+jpow rate decision on the 28th.
MSFT & SPY are going to shit themselves at open aren't they. I really should've held on to my 100x B March20 50C..
How are you feeling about going all in on MSFT a few days ago?
10% isnt recession... $MSFT has dropped 10% from peak high..
Many companies use US cloud services, for example AWS or Azure (MSFT). Is there a good European alternative ?
May I interest you in some MSFT?
Mag 7 forward P/E right now: • Meta $META - 21x • Nvidia $NVDA - 26x • Microsoft $MSFT - 27x • Alphabet $GOOGL - 30x • Amazon $AMZN - 30x • Apple $AAPL - 31x • Tesla $TSLA - 200x
Can some one list of wide moat Large/Med cap SaaS companies by their vertical? ADBE, WDAY, CRM, GTLB, DDOG, DT, MSFT, These are the names i am thinking.
At first when I read the EU tariff news I was excited because I just bought MSFT puts….but then I remembered this shit always goes green by open☠️
Guys is it over for a europoor owning AAPL, NVDA and MSFT?
Shakes will dump MSFT. Puts it is.
How many EU companies are worth 2T+? Does EU have NVDA GOOG MSFT AMZN? Until they do we’ll be fine
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.