Reddit Posts
Full-port discounted MSFT or dump the descending knife?
Buying into fear (or catching the falling knife of Nvidia and earlier MSFT, META, GOOG, etc).
Puts on MSFT tomorrow coz they don't got no clue
Patiently waiting for MSFT to send me my emails
GOOGLE, MSFT, AMAZON, SPCX SERVERS DOWN - Dario about to cash in
Largest Wealth Transfer in History: Panicking Funds → Patient Retail
Anthropic sell-side briefing: key disclosures; is expectations mgmt underway?
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?
Mentions
Just admit the hacks already stupid MSFT and FAA stop lying
I wouldn't get too broken up over it. I mean $280 vs. $295 isn't the end of the universe, and it could end up "stuck" here kinda like MSFT where lots of other factors held it down for a bit while moving averages moved back into alignment, macro improved, etc. There is also the chance all this Nvidia stuff ends up dragging all of tech down. Not a financial advisor and all that, but if it were me, I was looking to go long on them last week, although I might back off for now until I see what happens with next week. Maybe look at something like leaps.
Between MSFT and the FAA fucking up, Mr. Huang is probably relieved to get off the news cycle.
$NVDA going ER next week for Q3 2026 Look how much Q3 spending of $MSFT $GOOG $AMZN $META $ORCL, in addition to more spending from the Middle East & Europe & Asia It feels like, when Q1-2023 bank chaos of $SBNY $SIVB $FRC.X $CS & market was struggling, $NVDA ER changed to positive sentiment. Next week sentiment probably change positive after ER of NVDA https://preview.redd.it/39q4s3oerh1i1.png?width=1146&format=png&auto=webp&s=38d72056bdf2dd4003315a28461bb659b3a67881
AI come to such a stage, it’s hard to stop. AI infrastructure is beyond one-man show Look how much revenue last 8 quarters of $NVDA Same time look how much spending plan of BigTech next few years. quarter over quarter $MSFT $META $AMZN $GOOG $ANT $SPCX OpenAI, $GEV $SMH $QQQ $SPY$IWM all go up, all bad news behind $NVDA last quarter revenue $96.2 Billion https://preview.redd.it/p3vv1khmoh1i1.png?width=791&format=png&auto=webp&s=a39ed5413c21f57da1b14d0b9a045bc65b6b45c6
I mean, that's one way. They could also sell corporate bonds. MSFT raised 25B this year from bond sales. GOOG did what you're talking about, they diluted shares for 50B this year instead. There are also circular financing deals where the "borrowing" is masked by financial instruments such that company A B and C make deals with each other for future purchases. (Ie. How ORCL isn't bankrupt yet) There could be aquisitions where company A absorbs company and assumes "goodwill" etc. As for creditors, common stock holders aren't entitled to anything.
Nothing exciting or sexy, but BRK and ECL. I've bought and sold MSFT and GOOGL a couple times over the last 10 years. I should have just held both of those the entire time.
AI isn’t going anywhere. This is like saying the internet is going to fail in the 90s. Flights were grounded in 2023 that wasn’t AI related and MSFT has had issues like this before. Software and hardware having problems having outages isn’t anything new.
AI isn’t going anywhere. This is like saying the internet is going to fail in the 90s. Flights were grounded in 2023 that wasn’t AI related and MSFT has had issues like this before. Software and hardware having problems having outages isn’t anything new.
I started buying around 2015, I think. I have some that would certainly have been better spent on an index fund. But I have quite a few that have more than made up for it (TSLA, MSFT, NVDA, AMD, etc.)
IT gets the day off from MSFT tickets, and pilots get a day off too. Who's next?
I've had TSLA and MSFT for about 15 years. I've had NVDA for 12. Apple for almost 20
Been buying and holding MSFT since 2015
Every time I see MSFT I just think of the Bill Gates impersonator from Nathan For You
Keep pushing AI code into production lmfao 🤣. First MSFT now FAA 🤣🤣
that all MSFT fauls with their H1B1 visa fake IT guys
People will bend over backwards to try to explain why you should not buy this behemoth at cheap price and tell you to buy MSFT at all time high instead. Just buy NVDA dude the opinions of people here mean shit.
I have held MSFT longer than 10 years and it has been a good, long term Lynch-tier "stalwart" for me. Decently worthwhile growth both in terms of share price and dividend. Whenever it is a certain valuation, I buy it heavily knowing I can depend on it. It was once a growth stock, until it became a dividend stock, until it became a growth stock again.
AI agents attakced the network routers after MSFT did an AI update on outlook, copilot
NVDA was a chinese trojan horse....all their chips are compromised with malware and MSFT bought tons of them so
MSFT used NVIDA chips with chinese malware
Anything to do with MSFT outage you think? Like using their servers or something?
nvida and MSFT cooked
MSFT...lock up Bill Gates
Jensen Huang fucks some random Chinese national: outrage!!!!!!1!!!! 🤬🤬🤬🤬🤬🤬🤬 MSFT fucks the whole entire world, transportation, payroll, and all: 🥱😴💤💤💤💤💤 libs have no internal dialogue or complex thoughts it's just whatever Katie Couric tells them to be mad about
Pray for MSFT... 25% WD reduxrion replaced with A.I.
MSFT ended green today and you think this is going to affect the market on Monday? Lmao bers are delusional
My bet is that this is still related to the $MSFT issue. Probably shuffled things around on servers to try and get Outlook working again and some Gen-z engineer thought “oh yeah, I’ve never seen this legacy server used for anything, I’ll just shift traffic there” and it turns out it’s the FAA communications packages that haven’t updated in 50 years
if only all of these AI companies had actually built good tools instead of WokeBot™ we wouldn't be fighting fucking catastrophic failures of critical corporate infrastructure simultaneously. MSFT is a shit company, and has been a shit company for a decade.
Gotta wonder if the MSFT and FAA thing are related - what are the chances ChatGPT escaped from its playpen and went hacking for funsies again?
Puts on MSFT... The universe is throwing you a bone here.
Who’s gonna tell him about MSFT firing all their senior engineers and the FAA deploying an AI system this week :kek:
True. MSFT stock actually went up over 10 percent the day it was announced Gates was leaving the board. Nevertheless, the stocks did well without them in the CEO's seat.
It’s fair to ask whether the FAA comms and MSFT Outlook issues are related Wild coincidence
If this is indeed a MSFT issue I would wager its some form of bad actors involved. Outlook was first, now this? If something takes down my Xbox on Saturday I will lose me mind!
I think the market is starting to realize the threat from AI is not when it reaches singularity in the future- it's already reached the point where a bad actor could take down global economies through infrastructure, finance and data hacks. Look at Binance, MSFT and now the FAA- in just the last few days. House of cards...
Stocks crashing ? MSFT is down by a whopping 0.5% l
Apparently it was vnet config related then cascaded into a DOS issue. Surely MSFT will double down on firing those 40k senior engineers.
First MSFT Outlook down for a day (servers failed one after another ) now FAA grounds all panes due to (Communication ) problems. Hack or AI got into the wild?
MSFT fires 40,000 senior engineers because AI, outage. FAA implements AI system, outage. https://arstechnica.com/ai/2026/11/faa-expands-ai-advice-to-manage-air-traffic-congestion-across-entire-us-airspace/
Cause of FAA nationwide ground stop? Puts on MSFT?
MSFT backend gets fucked, planes getting grounded. I could shed a tear
You think the FAA grounding, $MSFT outage and $NVDA CEO departure in the same week are not related?
MSFT shut down the planes too
Who knew that Jensen’s penis was critical infrastructure to MSFT and the FAA?
the MSFT dump ive been waiting for fuck
Fuk MSFT. I couldn't be able to buy anything today because of a lack of OTP from outlook mail. Such a useless and shitty company.
MSFT is up not "barely down" - get noted
Who TF is buying MSFT?! Their shitty software just shut down business and govt operations all over the world!
-7% monday at open in spite of all NVDA and MSFT nonsense today
MSFT dump? whoah why? thought they were so stable?
My theory is that all this AI stock sell-off has to park that money in something safer, META, AAPL, and MSFT can absorb those bags
Great point. AMZN, MSFT, and GOOGL managed to stay "trendy"when their founders stepped down.
Heyo, MSFT getting skewered on Bloomberg now.
Maybe if MSFT didn't screw the pooch on whatever update they rolled out
How the fuck is MSFT green today?
Anthropic announces office tools: $MSFT instantly loses tens of billions in market cap $AMZN announces its moving into search and platform development to directly compete with $GOOGL and the market actually pumps $GOOGL lol
Anthropic announces office tools: $MSFT instantly loses tens of billions in market cap
I suspect MSFT outage was caused by AI generated code
MSFT down worldwide and the stock is green.
MSFT enshittified internet infrastructure with vibe coding, and now we get a new outage every week that takes days to fix lmao
People are massively underestimating the risk to Nvidia by getting embroiled in any major legal or congressional investigations or hearings. If a competent government is put in place, they will have very real reasons to want to know why Jensen Huang was so motivated to sell the most advanced chips to China and who in the current administration was involved. Look at Microsoft in 2000-2001 when they were caught up in the government's antitrust case against them. Bill Gates and Steve Ballmer have cited that legal battle as a big reason why Microsoft was so distracted in the early 2000s, totally missing the mobile and internet revolutions that Apple and Google absolutely dominated. It wasn't until over a decade of underperformance when Satya picked up on cloud and Azure became a hit that MSFT was back as a big player. The same exact risk is present here with Nvidia but potentially much worse. At least Microsoft still had Gates at the helm, one of the best executives of the PC age. Nvidia right now is a snake without its head. They could very easily drop the ball especially as the AI industry rapidly changes underneath them. That said, you could probably buy the dip and make money. But it is a massive open question how long Nvidia will remain the absolute industry leader it is today.
Outlook down. MSFT up. Meritocracy.
NVDA is severly undervalued, smart people buying shares for long term. MSFT overextended but fairly valued, which means tecnical correction at short term then up. AAPL is gonna crash badly, no one mentioning this because they small brain trendfollowers SPX was just -2.3% from ATH few hours ago, core CPI going up and the shitty equity risk premium will keep the downward pressure. this is the smartest thing you gonna read this month
thats very retarded lmao, we work with MSFT and we're expected to have 50% compensation this month on credits due to they blew well past their SLA.
The market: "Wow, I hadnt realized so many people use MSFT and how much businesses rely on them. That's great!" Same shit happened when Amazon servers went down some time back. The market is just that retarded, yes.
I SHORT MSFT DUE TO OUTAGES and yet they're the only one green FUK ME THATS WHY FUK YUU
MSFT is an useless garbage shit comapany
MSFT green gotta be some jewish magic
MSFT caused what was basically a global work force shut down yesterday and is somehow doing pretty well all things considered
My SNDK, TQQQ, MSFT, PLTR are all down so much. My entire port is negative over last two years. I am so stupid
MSFT should be sued for the Outlook outage.
So is r/ValueInvesting truly the best sub for investing on reddit. They got $MSFT, $NU, $APP, $MCD, and $HD right this year
The outage just made everyone realize how critical MSFT lol
Bullish, MSFT is bigly and importance.
MSFT held the whole world hostage and the stock doesn't give a fuck!!! :kek:
> MSFT has had momentum all morning - what the fuck is happening > . Everyone took a breather during downtime and re-subscribed for another year... MSFT SaaS FTW.
MSFT has had momentum all morning - what the fuck is happening
Well MSFT makes sense no. It just shows that everybody is using them, needs them, hence value investing.
NVDA was way up in pre market consistently. Then at open it tanked. MSFT is up after a global outage all day. Yes this market is sane
Best part of the MSFT outage is you need a code to export Salesforce reports and my company has the code go to outlook. Some people on my team couldn’t work yesterday just cause the MFA code issue.
HOw is MSFT not dropping thick red candles with their outagate bullshit. I want my puts to print later homos
people are buying MSFT because they were given a free day off today
I was on a call with a huge client just barely and we talked about the MSFT outages. He said “reminds you how much the entire world relies on something like that to do business”. Calls on MSFT for sure.
MSFT has “outages” every now and then to remind people of how huge they are, that’s why stock is up
Stupid RSI telling me MSFT is oversold
if AAPL MSFT and META can go red, the selloff can continue
Fuck MSFT...Such a disgusting company. Cannot even maintain email shit
MSFT being incompetent is priced in. Their value is in vendor lock in, not competency
How tf is MSFT up?