Reddit Posts
I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?
AI bubble to pop soon because of SpaceX IPO?
Meta weighs big equity raising after blockbuster Google deal
Comparing Cash Flow Valuations Across Leading Tech Giants
Big Bucks, Bigger Bets: Who’s Winning the AI Money Pit?
Need this MSFT call to go well. Broadcom has ripped me
Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
AMD’s price has massively detached from forward earnings expectations
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$NVDA and $MSFT have great moves coming forward
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
The SaaSpocalypse is over - 50k+ in gains on SaaS Names
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
Held MSFT, wonder how much I can squeeze out of this. The itch to sell is real.
SaaSpocalypse > SaaSdemption - back to ATHs? Including MSFT
Beyond the Hype: My "AI Meets Atoms" speculative basket
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Where's that college kid who bet MSFT would be at 450 in august
I am sorry about my previous dd calling the top: I was wrong. But there is more to the story
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
Ultimate DD: MSFT is the best stock in the word because they OWN ALL OF YOU
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
MSFT + RDDT: THE BOUNCE IS BACK, REGARDS
Guess the point where I enabled margin and started playing with options. 🤔
Many of you wanted to know my next move: You should probably short META
It’s SO fair! I LOVE you all I LOVE you all!
Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
It’s not fair! I HATE you all I hate you all!
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Can someone explain the investment thesis behind space stocks?
MSFT will make bank off of OpenAi IPO. Simple math
Experiment to explain regards to stop losing money on earning bets using weeklies
MSFT looking attractive after this overreaction selloff
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
Why the app you’re using should be a stock you own ($RDDT)
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Back to back days of huge volume in MSFT after hours…
AAPL at $302, 36.6x P/E. Can AI justify the premium?
This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?
big tech's $350B AI capex is returning about 18 cents on the dollar
I have been buying up MSFT and NOW for the past 2 weeks. Microsoft sitting at such a low PE was crazy
I tracked recent Congress stock trades - here are the most actively bought stocks this month
Fired my old fart financial advisor, stopped swing trading, started taking profits, started buying the dip (PT. 2)
Tech strength today looks concentrated in semis and mega caps
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Pigeons are pooping right $NOW and $MSFT won’t allow red days or red meat
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Holographic/VR/AR Industry Development Weekly Report, Week 20
Everyone thinks $GOOGL is over valued. Does it mean it’s still under valued?
OpenAI IPO at ~$1T: Microsoft turned $13B into $228B. Now the real question is whether they hold, trim, or quietly watch their moat erode.
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Cerebras's $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.
My regardedness has earned me my first WSB post
Mentions
Calls on everything besides MSFT
MSFT is an actual fucking scam
MSFT the only stock on earth to crash 30% from ATH just to never rebound
Everything’s coming up milhouse except for MSFT
Entire market green meanwhile MSFT: naw imma sit this one out.
Looking at last Monday’s MSFT chart wondering why I was greedy and didn’t sell my calls
who Had buy 1203 MSFT shares @415,35 😳
Another -4% for MSFT probably
MSFT you fucking fuck fuck
I missed another opportunity to sell MSFT for buying SOXX. The first one was in Iran War. I wish I was not a chicken.
If ORCL and ADBE beat MSFT will Go Up too
I am literally done with MSFT. I am selling.
MSFT have a big wall @415, even we go under, some big hedge buy
Kinda bs that googl and MSFT aren't green
MSFT is dead. Down when market is down. Down when market is up.
It’s because Google and Anthropic aren’t building their own compute. It’s mainly MSFT, META, and Elon (SPCX/TSLA)
MSFT: gets a price target upgrade to $650 from $625. MSFT: Better sell off some more [source](https://finance.yahoo.com/markets/stocks/articles/wells-fargo-raises-pt-microsoft-172423737.html)
That's it, 400P MSFT for Wednesday This boomer trash is going to flush
it took MSFT and META for me to realize how fuicking shit this individual stocks game is. withdrawing all my money at break even and completely becoming a real estate investor fuck that didnt even last 2 years here
I can see why people hate holding MSFT https://preview.redd.it/dwalp0b4x16h1.jpeg?width=1206&format=pjpg&auto=webp&s=a8726cf3231ccc686f523a20131ca8eb8a216388
MSFT will Break ATH this year
Yall are never going to believe this, but MSFT is RED in the premarket. completely unheard of i know /s for the smoothbrains of our group
LOL had to literally replan mny financial goals around MSFT stock knowing that it might even see 500 this year. what a great time to own this garbage
MSFT will exit the MAG7 next year and will become META
who knew shorting MSFT was the play for 2026 could of retired in a mansion
Imagine owning MSFT 🤢🤮
lol everything green premarket except MSFT 😂 such a POS
>Few people here were around for the dot com burst It was the best of times, it was the worst of times. Yeah I was there. The dotcom bubble was very different from whatever this AI arms race going on today is. Money got thrown at anything if you just said "internet" or one of the other buzzwords on your prospectus or pitch. The valley was an interesting place to be back then! The infrastructure buildout during that dotcom bubble was real; look at CSCO, HP, Dell, MSFT, etc etc today. The reason the dotcom bubble burst can eventually be traced back to stupid money being thrown at stupid things with no real-world products even being offered, just hopium. That's not the case here (of course there's always shysters out there). Barring Taiwan and South Korea falling into the ocean, this round of musical chairs isn't ending soon. I think the biggest headwind is energy related, not the circle jerk going on with the big money rotating hands between the software/applications guys and the hardware guys.
MSFT and NFLX red. Bers pushed back into their caves. Bols ports green. The world is healing. ❤️🩹
Fuck MSFT like what the actual fuck is wrong with this stock? its absolutely worthless
No matter if today is up or down, you can rest assured that MSFT will be red.
MSFT IS A Fukin Ber den these days so if it wants to go up it should be explosive
prepare for the mother of all rug pulls on MSFT. back to low 300s she goes
MSFT just fucking move.
if you still own MSFT and complaining thats on you. there have been plenty of chances to sell it and make you rmoney back in a matter of days even if you own shares
They fucking hate my boy MSFT
this pos MSFT just don't know how to go up?
LOL I thought I'd be able to sell MSFT with this bullish premarket I don't believe in and nope it's still negative
RDDT and MSFT shittiest stocks ever since I bought
World peace reached. MSFT -5%
And? So that just wipes away their past and history? Did you know LinkedIn is a $MSFT subsidiary and was a one of the biggest hacks ever? I deleted my LinkedIn account years ago..and you should too! Unless you want $MSFT tracking all your work changes, contacts, private messages, etc.
Buying more MSFT MRVL MU SK HYNIX 🫣🐂🐂🐂
I don’t get why you would buy META if you can’t buy MSFT or even AMZN?
[Calls on MSFT](https://www.youtube.com/watch?v=3iW1i78zFvk)
What rug pull my port is up half a percent creating generational wealth, are you the guy who full ported MSFT or what lmao
the way it's been going for MSFT holders I'm expecting MSFT to announce a stock offering for another -8%
MSFT will probably follow GOOG and META in stock offerings
Some folks are talking about hedging/shorting, but most retail individuals have no kind of training for it. Switching to VIG will keep you in exposure to AAPL, MSFT, GOOGL, and META. VIG will also have a lot of our favorite guys from VOO like Costco, Visa, and JPM. You will miss out on AMZN, so you could just buy shares of that one. VIG has not done as well holding VOO, but I will also be moving some stuff around if the S&P comittee circumventd their standards for any of these sits. I won't be closing my entire SP5 position, but I won't consider it my core any more. It is becoming more like a highly needs technology fund in my mind.
MSFT will stay $400 until exactly 12/19/2026 which is when my LEAPS expire, then overnight it will go to $700. You’re welcome for the insider info.
MSFT actually went up very slightly since Friday. Very defensive.
We're going to have the biggest greenest day and meanwhile MSFT and META will be up 0.1%.
Dumped my MSFT position for VOO... thought I was done holding SPACs and didn't think fear of dilution was something I had to think about holding a fucking Mag7 LMAO
To all my MSFT bagholders out there - don’t worry, it’s still red.
There are so many more options. MSFT has been a dud at that level in comparison to all the other movers
It's painful to hold MSFT while my other other SOXX is almost doubling
What calls are yall buying TM? Imma go all in MSFT
Sold MSFT 420 calls expiring tomorrow. Easiest money ever
Need to add MSFT to complete the shitfecta
I hope MSFT, HOOD, META and NOW choke on a bag of dicks. Absolute pieces of shit. Should have just stayed in MU.
I should have sold MSFT and bought MU.
The obvious move on Friday's close was selling MSFT and buying SOXX. This POS has no upside potential at all.
Death, Taxes, and MSFT closing red
How about MSFT or META or NVDA’s drop last year? Did they seem deserved? Stocks top on good news…it’s the way it’s always been.
MSFT really got me with that pump and dump last week. I'm disappointed in myself
I can single handedly destroy MSFT by continuing to hold.
Need mag7 to catch up to semis for the rest of Mondays retracement, especially googl and MSFT
MSFT you fucking pos.
if would help if you told us what stock, if it's MSFT you're good don't worry
MSFT, get your ass back above 420 and fucking stay there
MSFT is still fucking red fuck this dogshit company
So glad I got rid of MSFT
blows my mind how its PE is 50% higher than MSFT all because of some flight to safety no capex hedge narrative
MSFT will show power this week
MSFT is red? So glad everything is back to normal
MSFT red semis green. It's gonna fkn rip.
🌽 seems to be correlated with IGV since last October. Probably means software going to run tomorrow. Calls on MSFT
BREAKING NEWS: MSFT TO ABANDON ALL DOGSHIT AI MODELS AND REMOVE SLOPPY NUTELLA AS CEO. MSFT TO $700 (Is what I wish I would see, too bad he’s going to run the company into the ground)
Please just save my MSFT bags lmao
Who knew SpaceX, a private company go to space & return astronauts smoothly. When NASA was cutting down space shuttles, even after big spending many decades Technology adoption not easy, few can see dream & change for all. $MSFT $AAPL $META $GOOG $NVDA $AMZN big monopoly, now AI race to win Economy is digital, no AI win without semiconductor
World was never calm last 100 years, social media nowadays highlights & amplify more. Market digest it and move on. $MSFT $META $NVDA $GOOG $AAPL $AMZN $TSM global tech sector use by whole world, 8.5 Billion population. BigTech combine revenue over 2 Trillion. $QQQ $SPY $SMH
But I also plan on buying fuckloads of INTU, CRM, MSFT, LULU, ADBE. That way we can all lose money together.
Nobody cares about Hyperliquid LOL A whole $1.9M exchanged on MSFT, oh woooow
Buying MSFT @ $40.60. Still own it.
*ANALYSTS* are even in on it this week #**Wells Fargo upgrades MSFT** #**Morgan Stanley upgrades MU** #**TD Cowen upgrades AMD** Finally these tards are good for something
ANALYSTS are even in on it this week #**Wells Fargo upgrades MSFT** #**Morgan Stanley upgrades MU** #**TD Codwn upgrades AMD** Finally these tards are good for something
AAPL has decided to sit out the insanity of the AI battles until the tech is more proven and figured out, but holds the gold standard platform that any AI would want to be the primary on. Much like Google Search or Maps. It's what they do. Apple has never chased the cutting edge, they wait for tech to prove out a bit then take a crack at it. Obviously they're not perfect (Vision Pro) but also the first version of a lot of their products have taken a couple versions moment to catch on, and they've probably got a fat margin on the Vision Pro anyway. I was on the fence with Apple for a while but watching how these AI wars are turning out, I think they're actually just saving hundreds of millions/billions in unnecessary capex and AI training effort. Honestly I think MSFT, AAPL, AMZN, GOOG are all solid holds right now. MSFT is the most questionable, but they've got a lot of strength in the cloud and AI could benefit that. AMZN and GOOG both have STRONG internal plays for AI that doesn't require anything outside their internal capex, so even if the bubble pops, I think they've got a road to profitability with their AI directly; Amazon with logistical robotics and delivery, Google with Waymo and Android.
I did the same initially till I looked at MSFT’s performance since the Covid bubble and realized it’s time to just sell it all.
Should I dump my MSFT for VOO? I can't believe I have to worry about fucking dilution like I'm holding a SPAC lol
WTF would you get out of MSFT now? You’re never going to get that position back.
Exactly. Pick the stocks you like and DCA buy them weekly. Set it to automate and forget it. I do the same for AvGO, MSFT, NVDIA, MICRON, ASML, and co, and have been for 3+ years.. I’m a big believer in DCA, but you gotta do it consistently
Keeping tabs on [$MSFT](https://aimytrade.io/ticker/msft?utm_source=reddit&utm_medium=comment&utm_campaign=SmallStreetBets&utm_term=MSFT&utm_content=template_1780841649028_wh9snq). I let the algorithmic read do the heavy lifting on these.
Exactly. If you are buying VOO you are accepting you can’t predict what will or won’t be a winner. There is the possibility these companies could be good for VOO and your returns, you simply don’t know. There will be no fast-tracking, if they earned a spot in VOO then they meet your investment thesis. By excluding them, you are stock picking. These IPOs could be a bust, or they could be the next MSFT, NVDA, META etc that account for the majority of your returns for the next decade.