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
I don't understand. MSFT is currently priced around $370. What do you mean "a share"?
Brutal, critical minerals sector stocks are volatile, definitely rsiky business day trading in that market segment. Something that's worked for me is keeping my original UUUU position from August intact, but then trading smaller amounts, usually on very large intraday dips or the rare case when it starts approaching the 200dma (and then go bigger). Anyway, yeah, high beta stocks are difficult to trade without taking it on the chin here and there, and if you do, best to hold if possible (which is obviously easier if the positions are smaller rather than going all-in). Good luck with MSFT, it's certainly tanked hard and should bounce back eventually...
I don't like MSFT having stakes in openai. I think (just my personal opinion) that chatgpt will fail and that MSFT will drop hard on that news. That's the time I will pick it up until then it's just a too expensive to buy right now.
Can you short MSFT next please? My bags are heavy.
It's not just MSFT. Software in general has been toxic. It's hard to say what will happen until we see how ai actually affects saas in the long term.
Went in about 34k deep on MSFT leaps this week. Gonna need to see a return on that please..
I had MSFT for last 4 years, and recently got rid of it to get SNDK + MU. SOFI - never looked into it actually
I have $4000 I’m willing to go in on a share I dont have. Should I put all $4000 in it at once or should I be putting in $1000 – $2000 at a time? Share is MSFT
31% sounds scary but zoom out and it’s still up a ton over the last few years. ngl MSFT is one of the few mega caps I don’t mind DCAing into, but I also wouldn’t assume it rips back to ATHs fast if growth slows. I’ve just been adding small chunks and not thinking too hard about it lol.
I'm think the smart way is either IGV or a high conviction pick? Some might say it's the solid and oversold like CRM.ADBE. Others might say the must haves or security like NET/CRWD. My pick? MSFT. It's been sold off so much. Also MSFT has the means to survive given it is systemic foothold in operating system, diversification into cloud/gaming/socials/etc, has it's own AI setup, is a hyperscaler, cashflow/assets/credit, and is actually invested in the AI companies that are supposedly killing SaaS.
Hey Claude: "Will MSFT ever go up again?" Claude: "MSFT is currently experiencing it's worst downturn in almost two decades, since the 2008 financial meltdown. Your retirement is therefore bigly fukt and we suggest a Wendy's application may be in order to secure your financial future." Damn
Adbe yeah, crm/now maybe. But names like MSFT and PLTR i just dont see the bear case.
MSFT feels like meta end of 2022
lol I heard something similar, but instead of posts created, MSFT sell orders are placed...
Legend has it that every time one of these images are posted, 5 new MSFT posts are created.
That’s very interesting, I definitely looked at the lease the wrong way. I guess they technically have the right but have yet gotten actual approval. So in the revised 500$M a year that would be about 1.4$M a day, quite a bit less than the 11M. Do you see the committee coming back being more or less harsh when it comes to the state property and the royalties on them? Or do you see the possibility of the legislature not even allowing it to pass even though they were granted temp? That definitely helps with my rational for hiring Cliff. My rationale was they brought him on for procurement but if the current legislation is being written still then I’d assume that’s his main role now. I know he relocated to Mn. back in Nov as a full time member but I’d assume him taking the position as president shows he believes they will get favourable measures. They also could have just paid him out, I doubt this though. Are you accredited by chance? Could grab shares before they hit the open market. I know they have orders already from MSFT actually (I just started a position in MSFT so I was doing a deep dive) Do you like OKLO? You used to be in nuclear eng?? That’s cool asf where’d you go to school. Are you still working in the field or have you moved on? Yea I just bought another 1000 shares before market close. I don’t often gamble but might as well go big, I have the same conviction for this as I did with RKLB @4$
MSFT and IGVs chart moving very similar.
Same here. I got in few weeks ago on $366 but signals and commentary is mixed about the company’s future. However one thing I knpw, MSFT is undisputed king of corporate software. So that is there to stay no matter what all AI guys are doing. You cannot get close 1 meter to corps without holding msft hand
Oh boy. I like MSFT to recover a little but I would have chosen META/AMZN/GOOGL
With how things are looking MSFT may just be green on Monday
I forgot it was the weekend. i was surprised why MSFT wasn't red today
I bought my first LEAPs this week on MSFT - wish me luck
Full port MSFT LEAPS. Moon ticket?
MSFT is down big and everyone is hating hard on it. Could be the time. I’d wait to see if and how it reacts to $350, but that’s the beauty of leaps if you’re willing to take a little pain.
well i'v held it for 30 years, bought in at 30-60 bucks. I think one issue for the drop is AI supposed to cause layoffs in tech companies and other businesses which would affect seat licenses causing MSFT to lose income. I'm not selling but waiting to see if AI really does cause enough layoffs to make MSFT lose market share.
I'm exactly in the same boat. I do not need the money right now but I am learning this so that I have a way to generate some income in case the seemingly inevitable layoff happens. I just started in January with a put credit spread and then moved to iron condors. I was doing great until Microsoft shat the bed, so right now I have had 88% success ratio. Here's what I am doing with the caveat that I am also learning, have margin available and I am very conservative. I will shift most of my trades to QQQ and SPY, always enter under .150 delta and will try to get out as soon as possible. I may take opportunistic trades on other tickers but being very careful. This Delta is non negotiable for me, I want as low risk as possible. I am doing mostly 5-spreads on credit vertical spreads and 10-spread on iron condors. I still need more discipline getting out of a losing trade, sadly didn't manage it with MSFT and I got burned with a max loss, it was just 5 contracts fortunately. Another important thing. This account is a 1/3 of my investments so I can tolerate some losses there
MSFT is far from down the most And OP bought shares, far from a YOLO
Oh no.... You mentioned buying stocks like MSFT and TSLA. Reddit will either tear you apart or call this AI slop.
Can't wait for my MSFT leaps to hit 0
What if MSFT is going down because people are buying calls and MMs hedge
The MSFT OpenAI connection can't be that bad lmao
MSFT is cooked. Not because the French, but AI will render its OS and Office products useless. Their AI strategy backfired. They're truly rudderless for a multi-trillion dollar behemoth. Azure will also lose customers to AWS and GCP, I doubt they will recover.
Aint no way MSFT has been a titan since 20 years and will collapse once I bought
Part of me wonders if this is Epstein related. If Bill Gates could be blackmailed, then who knows what backdoors MSFT software has in it that, say, the Russians or Israeli's have. It seems prudent to hedge your bets and switch to software that is less of a security threat.
I started my MSFT position at $370 last week, should I be worried?
I gained 10 lbs stress eating from holding MSFT
Microslop the new slur for MSFT, still will prolly go up too
God dammit i hate MSFT so much i wish i bought VOO lol
France to remove MSFT tools such as zoom and Teams and replace them with their own versions. Honestly fucking smart. How can you say you take security seriously when you send every iota of information off to a foreign server and use AI for worker productivity
Probably arguing over calls or puts on MSFT.
Calls for me, it doesn’t impact much from MSFT Overall revenue long term still cheap as f
Is the peace deal going to include some MSFT software licenses?
Unpopular opinion: I think the CEO and upper management is doing a terrible job at Microsoft. I’m (indirectly) heavily invested in MSFT via mutual funds and indexes.
Stocks not going below zero is the only salvation of MSFT bagholders
Yes- this is EU for “even if you have a better, cheaper product we DGAF because now it is a risk to our sovereignty.” This is gonna go far beyond MSFT.
i don't get people invest in MSFT. there office software got stale and questionable. plus apple going after their market share.
Wow I really caused the destruction of MSFT by going long. Why does this always happen to me. Lol
Is that your 1 share of MSFT?? 😂😂😂
MSFT's biggest risk right now is their commitment to OpenAI, but who knows, OpenAI's IPO could be surprisingly good too. I don't see AI (or Claude) as competitors to Office. Usage of Office software can never be 100% replaced by AI, and their cloud business is really solid too. That said, i probably wouldn't have bought if their P/E is near historical highs. I would guess their growth would be solid, not spectacular. MSFT is definitely a value investment for me.
I guess that's why MSFT has been tanking recently.
Remember inverse WSB. MSFT has sold off significantly couple more negative news and then huge money will start piling in. Than you’ll see post on here saying why is MSFT spiking when there’s negative news
They need to get copilot on the same level as Claude and then they will have all the distribution with vsCode and do well. Also MSFT has a lock in effect w all their office product. With agents running around the office products are like a common interface agents can interface with and automate tasking. How’s your agent going to know how to work w company B’s one off vibe coded excel replacement? They aren’t MSFT is fine
I don’t know - i am a Microsoft certified trainer whom uses Arch in wsl and I love Linux, but the MSFT eco system, is pretty good. But doesn’t your comment make my point? I just don’t see this ever working out
The real elephant in the room is the seat-count risk. If AI agents actually deliver on productivity, MSFT’s core per-user licensing model effectively becomes its own worst enemy. The market is finally waking up to the fact that a compute-based economy might actually be deflationary for the Office cash cow.
It’s not as easy to get off MSFT ecosystem, MSFT has diversified offerings including OS, Active Directory/Entra, Databases (MSSQL server), Azure, O365 suite (Teams, Outlook, Office), etc which keeps ecosystem in sync and very efficient. it’s not just Windows OS, what people don’t understand is when stuff goes wrong who do they call? When it comes to large environments, mix of both nix and Windows is a good combo, but when people don’t understand how tech works, it’s easy for them to make statements that may tank the stock which you sort of are seeing now. MSFT is one of the most diversified and highly competitive businesses out there.
Yeah that's been bugging me. I see you've entered MSFT too. I'm planning on doing the same at 370. Do you think MSFT has a risk of underperforming because of competition? And would you still have entered at this price if you didn't know the past P/E and prices?
Doesn't MSFT do that? I get options for Claude or OpenAI in copilot ...
the move is not against MSFT specifically, it's strategic, about preventing being cut off on the whim of an unfriendly us president
Windows isn't MSFT's growth engine, nor its future. That would be azure, which is growing like crazy. Usually i roll my eyes a bit when 17+ people comment "priced in." But in this case, i think this shit's def already priced in.
Not at all that’s a boomer stock that only went down because of the SaaS scare it will reach ATH eoy and no I don’t even own MSFT but feel that way
Used half of my port to buy MSFT on Friday. How fucked am I?
This is actually the best advice. Don’t sell winners—much better to lose relatively small profits if things go south than miss out on massive gains from sitting and holding. My net worth would be triple what it is now if I’d simply held onto my basket from 15 yrs ago, which I thought I killed merely by doubling what now would be a small investment for me (TSLA, GOOG, MSFT). Bottom line: BUY AND HOLD YOUR WINNERS. SELL ONLY WHEN YOU NEED THE MONEY OR THINK THERE’S A BETTER PLAY TO ROTATE INTO. Invest new money in other stocks or accumulate more of your winners.
Hope so I got calls Friday. SPY, AMD, MSFT. MSFT is probably a bad idea but I think it's beyond oversold.
Youll be fine long term. MSFT at around the same P/E as the S&P is a good deal. Probably trades closer to 30 p/e in the next 5years. But you day trade... tbh I doubt you have that kinda patience. Something will peak your interest and youll gamble somewhere else
Its not certain that MSFT will go up. However political people routinely know about upcoming policy/law changes and he might have good (inside) info that MSFT is going to profit The reason for buying ITM calls is to gain exposure to higher deltas while also limiting the loss. So in case of this senator, if price goes down, he wont lose more than the value of the options (basically 370 todays price - 325)
the real lesson here isn't bull vs bear.... it's that directional bias based on *feeling* the market should go down is what kills accounts, not the actual market direction. MSFT and NOW are solid fundamental plays to rebuild on, but the most important trade you made today was the psychological one... dropping the ego and going back to what actually worked for 3 years.
Nice! I'm actually considering swapping some INTC gains to MSFT as my exposure to INTC now is a bit too high percentage wise
Been there for 3 months because the guy who gave me advice told me to buy the dip. Stuck at $375 MSFT and $145 Oracle. Gonna dump that shit and buy random space stocks.
Bought puts on MSFT at close. You're welcome, fellow regards.
There is always a bear case and everytime whatever stock is surrounded by pessismism rocks back up and does a x2-3. META, AMD, GOOG etc. MSFT will be no different.
A one way death spiral? That’s your words, not mine. The EU will replace American tech, including MSFT, in the same way that China has had to.
MSFT - finally a positive commemt about thus steaming pile. I take what I can get lol
Why? Anthropic is partly owned by MSFT and Anthropic has a $30 billion deal with MSFT. If Anthropic dominates and is only LLM anyone in the world uses MSFT wins still wins. MSFT owns a part of it and Google and Amazon don’t have enough computing power to deliver to Anthropic. Everyone has a huge RPO remember? But yeah LLM will be commodities, so Claude won’t be the dominant winner.
Why? Anthropic is partly owned by MSFT and Anthropic has a $30 billion deal with MSFT. If Anthropic dominates and is only LLM anyone in the world uses MSFT wins still wins. MSFT owns a part of it and Google and Amazon don’t have enough computing power to deliver to Anthropic. Everyone has a huge RPO remember? But yeah LLM will be commodities, so Claude won’t be the dominant winner.
There’s no way a congressman bought $1m in short term calls on MSFT and that shit doesn’t moon on earnings
Yeah, I finally bought up a couple hundred shares of each of the following today: $ORCL $MSFT $NOW $PLTR $CRM
Saw a post on MSFT being a good buy, wanted to share that I switched to SNDK from MSFT and made a nice +120℅, paused, checked that it's actually r/stocks and not r/wallstreetbets and decided not to share. #real
Sir you dropped an MSFT
MSFT fell because of AI spending on their last earnings report. META fell because of AI spending two earnings reports ago. META spiked on their last earnings report.
Why did you use Claude instead of Copilot for this? Yea I’m bearish on MSFT
No, definitely lacking serious attention. NVIDIA stock valuation popped 1600% last 3 years. SAMSUNG valuation just 3X. SAMSUNG profits was $36 billion dollars this quarter. Projection is $150 billion dollars total profit in 2026 and over $200 billion dollars profits in 2027 and overtake Nvidia as the richest technology company in the world. That means SAMSUNG PE is just under 6 and Nvidia is over 35. SAMSUNG is crazy cheap compared to Nvidia, APPLE, MSFT or any other tech companies because of lack of attention.
Microsoft (MSFT) Copilot is the best bang for your buck
50 upvotes on the senator's MSFT calls - this is landing because everyone sees the conflict of interest. Deep ITM calls at 325 strike when MSFT is 375 is pure delta exposure with less capital outlay than shares. The question nobody wants to ask out loud: is this the STOCK Act working as intended (forcing disclosure) or is it just legal insider trading with a paper trail?
What are MSFT's catalysts? The Market doesn't care about 30% Azure growth anymore. They only own a small piece of OpenAI and don't have chip exposure. Google has Gemini and TPUs, not to mention search which continually prints.
My brother. I can confirm MSFT is doing something, just don’t know exactly how crazy it’s gonna be but that’s big $$ to get into no?
NOW is a steal. Its AI model is only going to boost profitability and further catalyze growth imo. MSFT inevitably a great buy as well. I’d love to DCA into IGV, but I don’t think all of these software names will bounce back.
MSFT should be coming out with something soon I’d think APLD - insane earnings and growth CQQQ - Deepseek v4 soon (or short QQQ) MU - insane earnings USO or oil futures - depending on this weekend
So none of you tards are interested in the congressman that just disclosed $500k-$1m position in short term calls on MSFT??
MSFT is fucking me to death
This but AMZN. MSFT was a fuckin mistake shouldve bought VOO
Only 193 total volume on the MSFT call Hopefully we are early. Iykyk 👁️
I just sold MSFT for a loss, you're welcome.
This is complete nonsense, the invested \~12B a few years ago and the stake on paper is 200B today. All hyperscalers are compute limited with massive backlogs so its not suprising they are looking for other data center providers. This is also good for MSFT as it allows them to diversify their customer base. They are one of the few companies that are funding their AI capex from cash and not borrowing (e.g. vs ORCL, META)
Bro, you didn't buy Microsoft. Per chatgpt: # 🧾 What it actually is * It’s an **ETF (exchange-traded fund)** or **fund class** that: * Tracks Microsoft Corporation (MSFT) * Is **priced in Canadian dollars (CAD)** * Uses **currency hedging** to remove USD↔CAD exchange rate effects 👉 So you’re **not buying one share of Microsoft**, you’re buying a **unit of a fund that holds Microsoft shares (or exposure to them)**. # 🧠 Simple analogy Think of it like this: * Buying MSFT directly = 🍎 buying a whole apple * Buying “MSFT CAD Hedged ETF” = 🥧 buying a slice of an apple pie (plus someone managing it for you) # 📊 Why investors use CAD-hedged versions People choose these because: * They want exposure to Microsoft **without worrying about USD/CAD fluctuations** * It’s easier to invest from Canadian accounts (like RRSP/TFSA) # ⚠️ Important takeaway The **$26.70 price is NOT “cheap Microsoft stock”** — it’s just: * A **different financial product** * With **different unit sizing and currency handling**
MSFT is old news now.