MSFT

Coloradospruce33

MSFT 🌙

DatsMaPurse_IDKU

MSFT is gonna have a week where it shoots up 20%-30% out of nowhere and I’m gonna be there to miss it 😡

vermilli21

I don’t think MSFT will ever get back over 430, even with how bullish the market is

Aromatic-Ad-6244

MSFT and META is gonna be a bitch again this week

Sandvicheater

I remember back in 2023 people thought MSFT would rule the world with its lead in AI but some naysayers said that without 100% complete control (since OpenAi owns it and licenses it to MSFT) and not putting in R&D research into its own AI that other tech giants are gonna catch up real quick. Well its 2026 and everybody thinks its a head to head race between Google and Anthropic and MSFT/ChatGPT isn't even in the conversation.

Krammsy

In 1999, MSFT had a 75% growth rate.

ImpressiveAmount4684

The people trashing MSFT/SaaS today are the same dumbfucks that will be all over it tomorrow

Dev_Im

This is AI slop. - NVDA customer concentration: 3 folks = 54% of revenue. These big boys are public firms who cannot keep this cycle going forever; even MSFT or AMZN can only take on more debt or spend all their money until it catches up with their shareholders. They care about ROI. - Even Anthropic, the most valuable firm, trains Claude on TPU + Trainium, not NVDA GPUs. If you knew anything about Nvidia, you wouldn't have posted this AI slop. 1. If you had studied Nvidia, you could understand why hyperscalers keep buying their solutions, despite their ASICs, or why Anthropic now buys Nvidia solutions too. 2. If you have checked Nvidia's latest report (assuming that you can read a report), you can see toward where they are moving before embarrassing yourself. It never ceases to amaze me how people on Reddit who are clueless about how AI works (data centers, servers, switches, etc.) can be so pretentious.

OnceALoser

MSFT didn’t go up during this ginormous rally. Imagine the stock price if Nasdaq corrects 10%.

Samjabr

Breaking News: MSFT is still a bag of turds

Funny-Sprinkles-5674

MSFT prob deserve guiness world records for being the worst fucking investment anyone has made in the 20th century

Funny-Sprinkles-5674

gonna start trimming MSFT tmr. yeah i aint getting anywhere with this stock

Euphoric_Environment

Buy UNH, MSFT, META and we’ll talk in 2 years

yoursupportivedad

Please just do something MSFT, idc what, just show us you are actually alive

PooPooPointBoiz

Yup dude. No fucking joke. Seeing literally every other MAG7 (other than META lol), go up massively, while MSFT barely does shit, is infuriating. Even META isn't down that bad YTD. Jesus.

confused_teabagger

MSFT is the worse shit on Earth. Don't fall for their lies and tricks. There is a better way

Castopliani

MSFT has the curse or being mentioned on ValueInvesting so it will never go up

PooPooPointBoiz

Of course MSFT ain't up that much. SPY up nearly .8%. And the rest of the MAG7 up like 1% overnight. And MSFT can't even get it up for .5%. What in the fuck dude. Why the fuck doesn't MSFT do shit?

No_Locksmith_7965

was gonna run a short condor on MSFT might help you out

vermilli21

Of course MSFT is only up .40% What an absolute shit stock (My calls are bleeding)

Coloradospruce33

MSFT & META!!!! (Foaming at the mouth)

vermilli21

Forgot to add MSFT -5% (RIP MY JUNE CALLS)

zainwhb

Does MSFT go up in any scenario? Any scenario I make up in my head it goes down

Mclovin_745

How many posts about MSFT is gonna take to move the needle on that thing.

JefeDiez

I tried pouring AI sauce all over my MSFT and META stocks but nothing changed

Boring-Test5522

All of space and rocket companies are one explosion away from bankruptcy and yet they are valued like software companies which is cheap to scale. Let me put it this way, will you invest in MSFT with PE today if you know one critical bug of windows OS will blow up a building size of a stadium and might kill a hundred of people and regulators will put all possible red tape on future launches ? Space Rocket companies should be valued like aircraft manufacturing companies. Dont make mistake.

OrangMiskin

MSFT 🙏🏻

Leading-Future6691

You mean MSFT ??

bandofshepherds

!banbet MSFT 431 4/4

TastyTrading

Zoom out a little bit is I think what is being referred too. It’s pretty low. I recently sold some LEAPs on MSFT for same reason because it just took huge nosedive. It’s around. 24-25 PE now which is fairly solid for mag 7. It could go lower though. I caught them on my scanner over on [ThetaPal](https://www.thetapal.com?utm_source=reddit&utm_medium=social&utm_campaign=r-thetagang) because it noticed their PE was getting low. I think the LEAP puts will work well.

Tinderfury

The less I see about MSFT the better. It’s quietly gone under the radar the last few months and hoping I can accumulate more as I think it will pop up viciously within the next 90 days

SlickyTrader

MSFT LEAPs

InitialPsychology731

I had hoped the news around Anthropic buying chips from MSFT would stick

InitialPsychology731

no MSFT, where my MSFT believers at?

constantlyalways

$500k in quantum computing, zero in GOOGL or MSFT. Bold strategy to bet on a completely unprofitable technology *and* against its biggest players in the same stupid transaction.

OrangMiskin

Will suck a dick for an MSFT pump

BuyHighCryLat3r

MSFT is so garbage just delist it. Anyone who trades it at this point just wants to give money away

microdosingrn

It's probably useful to look at capex through the lens of the backlogs and RPOs. This is a big difference for META compared to the other tech giants. Still bullish on META, but Zuck is spending without the backlog and RPOs, GOOG/MSFT/AMZN are spending because they're going to get an immediate ROI, unless those companies can't/won't fulfill them, looking at you, OPENAI.

option-trader

Then you're looking at the wrong place. There is that going on, but the real capex comes from the 4 mega caps generating revenue from ads (GOOG and META) or Software (MSFT) or everything else (AMZN). If the current core business of these 4 decreases, then capex is going to decrease no matter what happens to the rest of the AI stocks.

option-trader

You missed the point. OP's point was that chicken littles are calling a bubble without even looking at the underlying business. Ex. Who's providing the capex? META, MSFT, AMZN, GOOG. Okay, have these 4 continue to show strong profits and increasing cash flow quarter over quarter? If yes, then why call it a bubble when there's real cash flowing from these 4 mag7 and into all the smaller AI related stocks? If no, then the capex will start decreasing or we'll see increased debt/secondary offering from these 4. It's idiots calling a bubble without ever taking a look at why it might be a bubble.

option-trader

Yep, we know that most of the capex comes from GOOG, MSFT, META, and AMZN. So, it's easy to go in there and look at their core business to see if those businesses are struggling. If not, then we know they've got the cash to continue this massive annual capex. It's not rocket science. I just hate when these streamers with no financial education make up stuff.

Snowman33001

I’m considering buying MSFT outright considering how hated it is. I may be a liberal arts college dropout, but I can turn that ship around.

spez_eats_nazi_ass

When earnings go down and when it starts it will go fast. Because of the circular nature of the entire game it only takes one to set it off. Question is who and when? I think when big MSFT enterprise customers that use shitpilot get their first real bills in July is when we kick off.

Neat-Refrigerator395

Time to study and not gamble. Long dated calls. Stop trading. Time in the market beats timing the market. And comebacks are possible. I was down 63k. Stopped for a bit, studied, changed my strategy. And now I'm a few dollars on MSFT or MCD from being in the green. And youre 25, this is nothing. It sucks but it's nothing https://preview.redd.it/cxp70liw2b3h1.png?width=1008&format=png&auto=webp&s=d8d0723e917f802e02976aff2e4a06ce441956a8

OrangMiskin

Ready to see my MSFT calls die tmrrw

kinetic_honda

Continuing my 401k as usual. Bern loading up on META, MSFT, HOOD and NFLX. Taking a break now from the individual picks. For the time being. If META falls any further, I won't be able to control myself and will buy more

HoldMyNaan

LEAPs, MU and MSFT, index funds

big-mo

MSFT 415 tomorrow

Icommandyou

Iran deal must include them buying MSFT GOOG so my calls are saved

Bazzer82

Does this mean MSFT is going to go down...again?

graciesoldman

I have that same story with MSFT, AMD, Qualcom, and a few others. Could have had a fleet of helicopters...lunch with Warren and Elon. Oh well...I have my health and enough to be very comfortable.

Internal-Science2137

forward P/E assumes ~27% EPS growth. some of that is AI stake mark-ups — MSFT, GOOGL, META carry venture bets at fair value. strip those and the multiple looks less compelling

pab_guy

Sort of. Watching everyone fumble around in the dark speculating here is funny because everyone is mostly clueless. All I can offer is mildly informed speculation: MSFT engineers absolutely still have access to Opus via GHCP, but I am sure MSFT is not paying rack rate to Anthropic and is likely hosting the models itself. This Claude code kerfuffle may have been people billing the public product directly to their cost center or something. IMO the skills you load and the approach you take as an engineer make a bigger difference than the harness for real world spec driven dev.

zitrored

People will money flow into whatever is the latest trend. The SP500 maybe losing steam, look at MSFT, NVDA, AMZN, TSLA, etc. they are not making new highs anytime soon and they are a big chunk of the stocks that go into SP500 index value. You have some lower weighted stocks that might push a bit higher but they are stretched too, and don’t affect the index as much as the top weighted stocks do. It all needs to probably wait until next earnings quarter reports to see what happens next.

alt-227

Do you work there? I used to, and a surprising number of employees were 100% all in on the company: salary, stock options, ESPP, and maxed 401k going all to MSFT. This was in the late ‘90s, and most folks stopped that insanity after the dot com crash, but I’m sure there are still some out there.

TipEmpty8429

There’s three million of us in this sub, could we make our own trading index that runs 24/7 where we just buy and sell POET and MSFT off each other

ittrut

MSFT to the moon

AdQuick8612

Another RDDT post this week? It’s like MSFT a month or two ago lol. It’s a tough hold with many risks and narrative headwinds. The market hates it at the moment, but the financials and fundamentals are insane. This can be very frustrating as the rest of the market runs up as the stock goes down or flat. When the market goes down the stock goes down too. I have a very small position (like 2.5% of my portfolio) so I can handle the volatility and let it ride. Good luck!

vermilli21

I full accepted that Market will be +2% but MSFT will be somehow down -5% at open

Internal-Science2137

the EPS growth includes investment gains on AI company stakes — MSFT, GOOGL, META all carry these at fair value. operational earnings are also growing, but the headlines are mixing the two

Chewblacka_

This just means MSFT is going to purchase Claude

actias_selene

I don't think that it is a bubble, neither the situation is that good. Also afaik, eps only shows small part of capex, as it includes estimated depriciation instead.Still fcf remains strong for big tech. The issue is with AI companies such as OpenAI and Anthropic. They are deep in  red in fcf. Their revenue from their customers account about half, the other half is VC money, with some circular funding being mentioned all the time. The AI revenue for big tech(MSFT, GOOG) is also a bit difficult to calculate as they are bundling it up with other stuff. Either way, even if there is any bubble, it can sustain years to come, unless everyone decides to stop all invesment at once. Even then, only some like MU would get crashed. Big AI would be probably bought out by Big Tech.

Left-Signature-5250

Isnt it like 40% for MSFT? Thats why they constantly tank 😭

rankiba

500k just buy LEAPS on META MSFT and pray for a bounce back.

gamblingPharmaStocks

Why do you explain what ASIC are? Yeah, GPUs give you the flexibility ASICs don't have, but Google and Amazon have stakes in Anthropic have big stakes in Anthropic and have designed their ASICs to work well for Anthropic. Hell, once again, Claude has been trainined on ASICs, don't you think it is obvious that you are wrong about them not working fine for training? The announcement you posted is just irrelevant. The involvement of Anthropic is only that they provide Claude and get the profit share. It's just about making Azure customers use Claude. MSFT is in the NVDA ecosystem, so anthropic will please them to get market share, but the hardware choice is made entirely by MSFT, not by Anthropic.

OrangMiskin

Oh we green green on Tuesday. Except MSFT of course.

Dragonasaur

Dw I bought MSFT so it'll tank

MrStreetOnTheBeat

Ticks everywhere, sure this is a coincidence.. Calls on MSFT

imustbegthequestion

I love everyday that I see MSFT down. Printer keep burrrrrring.

MadSkyGlider

I’m p sure there are more MSFT bagholders in this sub than SPY who expect it to open at 430 ! Dreams do come true

pineapplekiwipen

according to MSFT low cost human workers are taking all ai jobs rise up silicon bros

coloredzebra

so MSFT is abandoning AI due to rising cost, that's bearish as fuck right? 😭

Funny-Sprinkles-5674

i can already predit on Tuesday: Nasdaq up 1.5% MSFT down 2%

Commercial_Seat_3704

META and MSFT still gonna be flat/red lol

carlos5577

Charts don’t matter, valuations do. All you have to do is look at the most valuable company at the time of the bubble. MSFT had a PE of 70x at dot com. NVDA is halfway there at 33x. Meaning we’re halfway done with this bubble unless we surpass it even higher.

vermilli21

Please no my MSFT June calls are bleeding out

comancheranche

Entire market tmrw: 2%+ MSFT: -2% 🥲

Dbx84

Anybody know MSFT price action?

claytondpark

So basically to justify open gheyi's ipo valuation cos such as google, MSFT, Amazon and meta would have to double their most profitable business by 2030 eg Google search, azure, aws, etc....

OptimusTron222

Keep MSFT and META shares, those will gradually raise. Do not day trade, I also loose money that way, instead just stay rational and hold until you are on the green with an ok profit

Caterpillar-Balls

The biggest market drawdown of the quarter hit on late February/early March following the joint U.S.–Israeli military strikes on Iran. The Timing: The absolute heaviest selling day of the entire 113-page disclosure occurred on February 10. The Trades: On that single day, the portfolio completely wiped out its largest mega-cap tech and consumer stakes, dumping between $5 million and $25 million each in Microsoft (MSFT), Meta (META), Amazon (AMZN), and the Vanguard Dividend Appreciation ETF. The Correlation: Less than two weeks later, the administration authorized the strikes on Iran, sparking an immediate, sharp supply-shock selloff in the broader indexes. The portfolio effectively sidestepped the brunt of the geopolitical drawdown by rotating heavily out of high-beta tech at its local peak and parking the capital into a sophisticated sleeve of corporate bonds and municipal debt. The aggregated 2025 data shows that right as Trump took office on January 20, 2025, his portfolio underwent a massive, $100M+ reallocation that perfectly insulated it from the specific pain points these exact tariffs caused later in the spring: 1. The Short-Duration Credit and Cash Moat Before the April 2025 "Reciprocal Tariff" shock battered consumer discretionary stocks and sent tremors through global supply chains, the portfolio had systematically moved millions into high-quality municipal debt, corporate bonds, and short-term commercial paper. When the tariff announcements triggered immediate equity drawdowns, the portfolio was already sitting safely in a defensive credit sleeve, insulated from the equity volatility Under the STOCK Act, officials are supposed to report individual trades within 45 days. Because the administration simply opted to blow past these deadlines throughout 2025 and pay the trivial $200 late fees, the public was left completely blind to the exact dates of the 2025 tariff front-running until the money had already been safely repositioned.

moosewithamuffin

Monday peace deal signed, Tuesday SPY hits 300 and MSFT will still find a way to tank below 400

Much_Candle_942

Just saying, one year ago - sentiment was very very bearish on **Google** and **AMD**. DoJ case hanging on Google to sell off Chrome, and AMD was called Advanced Money Destroyer - as a worthless me-too, wannabe copy of Nvidia. They'll never complete with Nvidia - was the narrative. Intel was a laughing stock - with their chips catching fire, overheating. Question: are we feeling super bearish on any legit companies right now? Meta, Palanti, MSFT?

CriticalAnybody6686

Yeah, like fucking waters wet and the sky has stars. You know, I know, the whole population knows MSFT and myself are down

SeaworthinessOwn2479

People who constantly complain about MSFT underperforming every. single. day.

_AT198

Rddt was always high up on google searches, but google just upgraded their search last week. If MSFT can chop for years, so can Rddt and they’re not in the same league.

RD_006

https://preview.redd.it/tpadg5ok343h1.png?width=1280&format=png&auto=webp&s=5512c2b46e029090c41b06b76cc555df61ce4c02 U'll suck our cocks? MSFT bagholders, is he good at it? Why am I asking, probably should him how,

buonoxc

ive added to Space before the latest run up and continue to add. RKLB and RDW. Adding BE on dips. BE may be very overvalued but the reality is we are going to continue to get news cylces multiple times a year for the next 5 years about BE supplying power for big players. Riding that wave. VGT is my largest holding - it catches the wave for Semis, Memory and has software like MSFT and PLTR in it.. its probably the only thing id feel good about recommending to a friend. and then I recently started a position in OKLO. Have had my eye on Quatum for many months now, kinda bummed i missed out on last weeks rally.. but even for my high risk tolerance, my account is alreay high octane risk. probably will grab NOW sometime in the next 30 days.

epimed1

My MSFT calls 🥹🙏

winterrules91

SOFI and ANET for sure. I'd add META. MSFT is an incredibly annoying stock right now but there's no denying it's a worthy investment, especially at current levels.

MiddleCapital1875

I bought Apple at $8 and $12, shortly after MSFT invested in the company, while it was struggling and survival wasn't a sure thing.

AlexDMI_etoro

The Next Big Thing, Quantum Technologies IONQ, RGTI IBM! Not a short term investment. Good chance this is the the next early MSFT or GOOG

Own_Magazine_7035

MSFT 100%

corundum9

Stocks that are down and due for a rotation into: Sofi, NKE, ANET, MSFT

Necessary_Ad_9800

Tuesday predictions SPY $760 MU $850 NVDA $240 SNDK $1750 MSFT $390

circadiggmigration

> people do not change old habits. Yes they do, if they're financially incentivized. I don't even know where this dumb saying comes from. How come people replaced landlines with cell phones? How come cable tv is losing subscribers every quarter? If AMZN, GOOG OR MSFT can load an intuit-like software into their stack and cut the price by 50%, that "old habits die hard" mantra will go right out the window.

MarginCalledMom

I hear you on the sentiment aspect of it, and recognize there could be significant upside from these prices, but also informed on the risks. While sentiment can change, I don’t think the Google comparison makes sense here. I’d say that makes more sense in the MSFT scenario where we are down 20-25% from all time highs largely due to sentiment around software despite the fact that MSFT is a legitimate and significant player in AI and has one of the most robust businesses in the world. Google was and is a leading AI company despite the risks AI present to search (which are still valid). Reddit is way more “beta”, and due to that, sentiment could easily cause another 40-50% drawdown, and if risks are actually realized we could see even greater than that. Google had forgotten value that the market remembered and priced accordingly. Reddit not so much, but can prove the market is wrong despite the facts being present

Sea-Post-5572

Just get into MSFT dude

Jemmani22

Oh shit let me try. Ahem... MSFT will stop being dogshit and actually go up next week like 10%. It will be the best stock that week. Better than any stock before!

Dbx84

MSFT 🚀