Reddit Posts
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?
Genuinely what on earth is going on with software right now? This is completely unhinged.
The AI trade is starting to look like a copper trade too
22% down on MSFT calls, scared, should I sell?
I have lost every position I've taken since june started.
$QCLS Photonics = Multi-Bagger Swing Potential: Solving AI Computing & Fundamentally Underpriced
MSFT Dec 2027 400C, who else loaded LEAPs this week?
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
Mentions
Stop buying QQQ and stick to equal weight indices and the Diamonds - $DIA adopted GOOG and AMZN adding to MSFT IBM and Apple.
NFLX is past it's prime imo Might be more of a value play tbh but I wouldn't pick it over other big tech stocks like AMZN, MSFT, META rn. Streaming services are super competitive now and Netflix's product isn't 'special' anymore, and while the financials might look good I'm always hesitant to invest in a company with products I don't believe in strongly (anymore).
I allocate a third of my portfolio or so to individual stocks. Of that third, I have about a dozen stocks I have varying sized positions in. I have the largest position in my favorite stocks. Of those 12 stocks I have a lot of tech, but I also have 2-3 staples, a bank, and a financial service co. If RDDT, MSFT, and MU do well I’m beating the market, but if they don’t I’m not getting destroyed. I’m down just 3 percent from my all time high.
The longest I’ve held for a stock was MSFT started right after the dotcom crash. Cost basis around $28 a share. I just forgot about it cuz it’s MSFT and figured it most likely wasn’t going anywhere. Still holding.
75 billion for MSFT is the equivalent of me buying a pack of gum
Ok I need 10% urgently. Full port MSFT?
i like AAPL fine enough but i dont see what makes it deserve a valuation 25-30% higher than the rest of the giga-cap tech stocks MSFT GOOG NVDA AMZN etc.
🫵😂🫵 hope your MSFT calls go bust too you scamming pos
I bought META as well 10% META 90% MSFT I will see you at 0 https://preview.redd.it/1aqzoszccwdh1.png?width=647&format=png&auto=webp&s=1ab9c337aee042560bfcf49d971a208aac49cca3
That's a strong conviction and assumption from your side. Who knows one day. But for the next 5 years I'm putting my money on MSFT.
it doenst need to actually happen all at once. once 10% of ppl move, MSFT as a stock gets fuckin annihilated.
I'm balls deep in MSFT, so take my word as you will. MSFT is fully entrenched in corporate enterprise. They aint going anywhere. They have enormous recurring enterprise revenue, Office cash flows, Windows ecosystem revenue, Azure growth, cybersecurity and developer tooling. When the AI semi shortage party is over, MSFT has a lot of P/E to catch up on as long as they keep growing. Their biggest pushback is bad cashflow. That is immediately fixed by less AI capex.
I dunno, or they end up paying big to a hyper scalar to provide the services that they need to remain competitive . Personally I think MSFT has played its cards the best (disregarding the screw ups with copilot and marketing of copilot). They are in the perfect position to draw in massive cloud revenue, enable useful enterprise AI (once they smooth over the copilot fuck up) and they haven’t issued any debt. Xbox is fucked, but it’s never been the cash bringer.
MSFT first ever -delta tech stock
Load up on your hedges against the market like gold and MSFT!
#We can put a man on the moon yet we can't get MSFT to have a green day LMAO🤌
Yea I actually really wish I sold my MSFT yesterday and bought semis at close today
I thought I said MSFT. Sorry
I was confused if you meant a) MSFT is being paid to not learn internal mechanics (partly due to it being so bad), or b) MSFT is legacy system because employees don't want to upgrade their skills. Had it been (a) it would somehow make the MSFT's shortcomings be seen as a feature Thanks for responding
Ya boy wants MSFT to hit $420 next week
Can you expand on this please? Didn't get this "we are paying MSFT obscene fees every year to not learn new things"
I work for the government and let me tell you there is a snowball's chance in hell the old farts gon replace MSFT for ClAuDe or cOdEx vibe coded shit, and yes we are paying MSFT obscene fees every year to not learn new things. It's not our money anyway, hahahaha
Ready for all the riches MSFT and CRM will provide for me.
The NVDA partnership with NOK is a bigger deal than investors think. NOK will be the break out story next week! Way oversold and consolidated nicely. Naysayers working overtime to contain $NOK this time with all the AWS/AMZN, GOOG, MSFT and especially NVDA developments $NOK is positioned for an upside breakout. Not gonna be surprised at a run past 15 going into earnings. Insiders bought large blocks at 15+ recently! I like $MU $NVDA $MSFT $INFQ $MS and of course $NOK TODAY!!!!!!!
you said MSFT was going bankrupt a year ago at 500, one would be up huge LMAO🤌
NOK will be the break out story next week! Way oversold and consolidated nicely. Naysayers working overtime to contain $NOK this time with all the AWS/AMZN, GOOG, MSFT and especially NVDA developments $NOK is positioned for an upside breakout. Not gonna be surprised at a run past 15 going into earnings. Insiders bought large blocks at 15+ recently! I like $MU $NVDA $MSFT $INFQ $MS and of course $NOK TODAY!!!!!!!
They’re prob gonna smash earnings, so will MSFT
I need Satya or whatever his name is to drop the capex spend on the next earnings call. Why tf is MSFT even in the AI race with their shitty copilot that no one uses
Sold for -60%… going all in on MSFT.
Do you guys think that MSFT have a run up to earnings?
Wait till wallstreet start turning bearish on Apple …. When MSFT at $555 , everyone said it was going to $700 until it got humbled by selling off to $350. Since then, the cloud of bearishness and negative narrative continue to surround Microsoft . Meta , crashed from a high of $796 to almost $490 Amazon , still struggling to take out $270 after months of being in the low $200 Netflix - lost 50% due bearish narratives and negative coverage Apple: it’s a matter of time. Once wallstreet is through with their CAPEX and spending BS on Google , Amazon , Msft and meta ….. Apple will start feeling that heat and I will not be surprised if Apple goes to $180.
MSFT moving up was the clearest signal everything else was going to go lower
You did the right choice,MSFT with azure in my opinion will go up, I’m not an expert but I saw in Microsoft an opportunity to i best, as many expert say, you can earn a lot of money, but at the same time it’s dangerous…if you want to invest, you have to risk
Fuck you MSFT go back up
Woah Woah MSFT what you think you doing there buddy? You not on the team. Stay red
Look at PLTR also. Even MSFT has been climbing a bit.
Damn, even my homie MSFT is red today
will MSFT crash again during this rotation back into semis lol
MSFT red and everything else green. All is right in the world again
Maybe, demand vs capacity is a complete unknown at this point... the capacity buildout is based on projections from NVDA and the two companies with the most computationally intensive models. But my point is that those two companies, Anthropic and OpenAI, do not offer anything that will keep even the likes of MSFT from switching to Chinese models where it's financially reasonable to do so (increasingly, more and more use cases). AKA, they have no moat.
It's not about the race, it's about the AI companies MOAT. Why would you spend premium on Anthropic or OpenAI when you can just connect to a cheap Open Weights model? Companies will go to the cheapest provider, no matter if it is Google, AWS, MSFT or Alibaba Cloud. This will increase the pricing wars to make all that infra spend pay for itself.
MSFT yasss Meta and the lizard overlord can go fudge themselves
MSFT when SPY is green: *I'm a rebel. An independent thinker. A non-conformists.* MSFT when SPY is red: *What's the plan boss?*
But MSFT (his calls) are dropping faster...
!banbet MSFT $500 35D
!banbet MSFT +35% 20w
!banbet MSFT 600 25w
Would laugh my ass off if MSFT finishes green while the greater market is -1%
META and MSFT next please
Could you imagine how red SPY would be if MSFT were *green* right now?
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $450.00 (above) | $389.62 | +15.5% | Jul 31, 3:20 PM |
!banbet MSFT 450 2w
If MSFT could bounce 1%, i'd be so happy. Alas, it is micro-gay
MSFT gonna go red for me again. Fuck this POS.
No one is "giving" data to these models. You guys have no idea how an LLM works. And yes, MSFT just swapped to Deepseek from Claude for Cowork. So hell yes your average Joe enterprise will use whatever cheap model is available in Foundry or whatever else that 1/10 the cost, regardless of origination.
can’t blame MSFT today then
MSFT genuinely dumps for no fucking reason other than money rotating out of it into other stocks
**BanBet Created** ▼ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $370.00 (below) | $389.73 | -5.1% | Jul 31, 3:18 PM |
What in the Actual FUCK MSFT. I’d rather be mauled by an actual bear than deal with this psychotic market.
Port at ATHs despite MSFT fuking me
Has MSFT considered forcefully installing Copilot on Windows to drive up AI usage?
Literally every position I've bought this year has shat itself to zero. MSFT, GOOGL, AEM, CRM, NOW, SAP, SHOP, SPCX (I'm an idiot). Not one good choice.
MSFT just can’t catch a break
I’m up 45% ytd from my MSFT and NOW bets I shared previously
life goes on. Thank you MSFT for giving me 8 months of nothing but pain
This imho is why companies like GOOGL and MSFT are strong buys right now - if frontier level models are not locked into Anthropic and OpenAI; they stand to gain more instead of being fleeced by them.
MSFT is dogshit red - that should give a clear sign as to what the market is gonna do
It’s not just tech the entire market (sans inverses like MSFT lul) is pumping. This is insider loading, war must be over for the 14th time
The next pain point is Apple's iWork compatibility with MSFT's productivity software suite since no one in corporate knows what to do with a numbers file. I think AI can seriously improve the document translation, at least to a viable state.
Everything on the V but MSFT and AAPL
Someone give MSFT a viagra
pos MSFT ruined me
MSFT and AAPL running counter to SPY and QQQ is hilarious
MSFT is red = green market
MSFT basically green compared to the rest of the market
I thought MSFT inverse semi. Semi up MSFT down, semi down MSFT also down now. WTF!!!
Alphabet and Microsof are the only ones I care about because theh are the knly ones I own anymore. They have been on sale so I couldnt resist. Hell, Microsoft is one of my largest holdings now. MSFT under $400 just feels like free money.
What happened to rotating into $MSFT?
MSFT red means semi green? what do you mean by no?
Maybe the brief MSFT party is over
maybe MSFT, apple for sure
michael burry puts on memory, michael burry also calls on MSFT. so what u waiting for MSFT go to the moon
MSFT has been green only 2 days out of 2026 lol
When even MSFT is red, you know it's gonna be a though day
Mag 7 will just use/sell you the Chinese models. My developer friends can use any of those in copilot from Microsoft or in AWS. And MAG 7 aren't really "up" - I bought MSFT at 450. Though they are better positioned because their customers aren't suddenly going to switch to Chinese software and services or use Chinese data centers. Would be great to identify what's China immune.
It's so joever. Not even MSFT can save us. 😭
why is MSFT back to being gee
Fucking MSFT too!? I thought that was our safe haven. I really should have sold calls yesterday 😫
MSFT down along with everything else? Somethings's not right here