Reddit Posts
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?
somehow, MSFT opening tomorrow like
That is all i need to know about SPCX
New midweek expiration dates getting approved by regulators
Holographic/VR/AR Industry Development Weekly Report, Week 23
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??
OpenAI confidentially files IPO paperwork
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
Mentions
Same, I basically full-ported at 350 because that is an insane deal on MSFT and I didn't think I'd get another chance
He actually has 0 positions on MSFT
I should The only thing I ever recommend is spy, brk, and sometimes MSFT as a small allocation But for myself, diagonal option spreads on ADBE … Smh
MSFT is weak without muricans
I’m thinking you’ll find it useful then.it can vibe code you excel formulas from natural language prompts in excel. Related, been buying MSFT the past 2 weeks
Probably add to the Magnificent 7 stock to balance the portfolio: Meta, Apple, Nvidia, Google, Microsoft, Amazon, and Tesla (tho I don't own any Tesla and won't add to MSFT until it shows signs of going upward).
Saw a setup in these on Friday and took a position in both. NFLX $77 & $83 both sold intraday ~ +100% holding $80 Weekly calls. Also MSFT $400C looks strong going into next week.. Looking for some follow through on the move. 📈
That “excess compute” story was bullshit journalism. META wants to join MSFT and AMZN but selling AI compute power.
Who cares. More money for MSFT means the line goes up
My small company just sent us out an email saying that we are going to be upgrading our MSFT licensing to try to implement use of Copilot to improve efficiency of workflow. Calls on MSFT
MSFT. If the market really sold off 25%+ and valuation got compressed hard, that’s one of the few names I’d be happy to buy without overthinking it. Huge moat, tons of cash flow, and the kind of business that can keep compounding through a rough macro tape.
It really depends on how much any given stock drops. A 25% bear market could mean a company like NVDA is down 75% while MSFT is down 20%. Therefore, I can't give a good answer beyond "it depends".
LMFAO indices go green MSFT -.3%
Market is dumb as fuck Today they drill MSFT and pump semis
The only thing that will save MSFT is renaming their copilot ai trash as Clippy 2.0. then people will at least be willing to try to use it
Omg MSFT is so fucking useless
I'd do disgusting things for MSFT 400
MSFT should also announce that they’ll sell compute. Oh wait…
Will SaaS finally recover this month with this good news from META? Maybe MSFT will follow suit soon
MSFT has the best fundamentals yet its a completely dead stock. feels like this could go on for another 6 months
Time for MSFT to inverse the market and go red.
Amazin, MSFT, GOOG all have cloud... isnt NBIS cloud? There so much cloud...
Fuck MSFT buy puts and it pumps 20
Good day for MSTR, BTC, NFLX, MSFT, META ….. oh no
META is totally cucking MSFT right now with coming in to the hyperscaler market
MSFT holders: https://www.instagram.com/reel/DaLEMf2DaKt/?igsh=MzRlODBiNWFlZA==
MSFT can never hold gains, sell this shit
MSFT break past 380 and then past 400 pretty please.
Just wait until MSFT rugs again, don't trust it
At a 250 strike with the stock up around 440, that LEAP is deep ITM, so what you are actually buying is the roughly 20 points of extrinsic baked into it, call it 2k of time value over two years on about 19k of borrowed exposure. That is your financing cost, and it works out to mid single digits annualized. Worth lining that up directly against your margin rate and against the dividend you give up by not holding the shares. The other thing shares buy you is the ability to write covered calls, though you can run a poor mans covered call against the LEAP and claw most of that back. Where the LEAP actually bites is the tail. If MSFT is somehow under 250 in June 2028 the whole 21k is gone, while the shares would just be down. From 440 that is low probability, but it is the risk you are being paid to hold.
MSFT with the immediate dissapointment
Clouds. So hot right now. Anyways, MSFT 400 EOD
MSFT being green is a bad omen
I just know MSFT going to dump at open
You know the drill. MSFT red by EOD and MU ends green.
someone hold my hand and tell me MSFT will pump
The memory bubble has been so fucking extreme that even with META and MSFT up bigly in premarket QQQ is still down nearly 1%
Fucking MSFT decided to pump the day after I decide puts are a good idea
Wait a sec, META is getting in the AI cloud business, and MSFT, Google, and AMZN are all up?
MSFT is watching META and realizing they might want to announced a pull back on CapEx.
MSFT puts are like the new 401k. Just put your money into them and forget it while it makes you quietly rich.
Why tf is MSFT ripping brah, I don't understand very well this reaction to the 2.5% extra layoff. Is it seen as a move towards efficient cost-cutting by investors?
100%. This is a casino brainrot echo chamber. Every decent analyst looks as MSFT and META as the best opportunity buys in years.
Your thesis is poorly articulated, and quite frankly makes no sense. How is this bad for MSFT?
MSFT should also abandon copilot and sell compute
The LEAP gives you roughly 95% of MSFT's delta for about 48% of the capital, so the leverage story is real but bounded. What tends to get underweighted here is that deep ITM LEAPS don't have much leverage upside beyond that (delta already near 1 means near 1-for-1 with MSFT, no gamma juice) but they retain nonlinear downside if MSFT drops. A 30% drop takes shares to a 30% loss, but takes your LEAP from $210 to roughly $80, a 62% loss, because you lose intrinsic and extrinsic in the drawdown. The dividend gap is often mispriced. MSFT pays around $3.40/share, so 100 shares collects \~$340/year that a LEAP doesn't. Over 2 years to your expiry that's \~$680 in foregone dividends. Add \~$20 per share in extrinsic decay if MSFT stays flat and the LEAP costs you \~$2,680 in the sideways case before you've made a dime. The freed-up $23k earning risk-free rate at \~5% over 2 years is roughly $2,300, which almost offsets the dividend + decay drag but leaves a small net cost (\~$380 in favor of shares). So the capital efficiency argument is close to neutral if MSFT is flat with a slight edge to shares. Where the LEAP genuinely wins is in a strong rally where leverage magnifies gains; where it loses is in a meaningful drawdown where leverage magnifies losses. If your view is "MSFT rallies hard by 2028," LEAP. If it's "I want MSFT exposure with less friction," shares.
Bash all msft clowners with their own shovels **MSFT 400 EOD**
the reason sndk is even up is cuz of hyperscalers like MSFT META GOOG
Same people bashing MSFT now. Peanut brains.
Buy the dip doesn’t work for me. Got SNAP PYPL NKE ADBE NFLX MSFT on dips. I am sure if I sell these and buy memory stocks, I will tank them too.
To whomever said they’d get the job done pumping MSFT to 380 by open - godspeed. Now it’s time for US to send it to $390.
Why do you see this being bigger benefit for AMZN GOOGL when same offering is also available at MSFT? AMZN ARR for AI services was reported at $15b last quarter. And for MSFT that figure was $37b. Expect both to surge later this month on next earnings with only 3 months time passing. Anthropic ARR was $9b in 2025 and they came out of nowhere months later with $47b. You can read the narrative, or you can read the numbers. In next few years those hyperscaler ARR will hit 12 digit.
You know it's a bad day when MSFT pre-market is green.
Sure bets: MSFT AVGO ASML NVDA TSM
Freak the fuck out and panic sell everything right now. MSFT is up 2%
Ahh I see so META will recover but not MSFT
the part that stands out to me isn't the headcount, it's the language. tech's cut something like 123k jobs in the US this year, up 66% from the same point in 2025, and AI has been the single most cited reason for three straight months running, including 38k plus cuts in May alone attributed to it directly. a couple years ago companies buried that behind "restructuring" or "cost discipline." now they just say it. doesn't tell you whether MSFT stock is a buy here, but it does mean the labor data over the next few months has a real AI substitution signal mixed into it, not just the usual cyclical noise.
MSFT - Inverse HS on 3 months chart. Bullish if you believe in astrology.
Report: “MSFT set to announce new job layoffs next week.” Your bags: still heavy
I’m so tired of MSFT being manipulated intraday
MSFT: more than 20 percent drop ytd. Long way to go
I haven't read it... I had some former colleagues when I was at MSFT tell me to look up clippy on Amazon one day and well, that was at the top.
I can never tell if MSFT green is a bear trap or a sign of the market settling red for the day
Last time MSFT was up this much premarket it went up 5.7% on the day.
MSFT green, puts on everything else
Love that for you, MSFT
Has MSFT taken enough viagra to maintain the green shrek deek, or will it get soft by opening?
MSFT's movement upwards is really annoying me this morning, probably good news for those who have calls though
I'm sick every day looking at MSFT
MSFT being green means SPY is gonna be red. I don't write the rules, I just make them up
Everyone ready to see MSFT with the huge red candle at market open?
You get the added bonus of being disappointed most days with MSFT though.
I have a large MSFT position. Shares. Really thinking about closing it since I am even. But man I can also see this ripping into next year. Thoughts?
#MSFT has returned 30% in the last 5 years. If you put your money in a bond market you would have made the same return.
I really want to keep buying MSFT leaps but I already sinked 12k and I’m down 4k. Should I keep buying?
I like to start my day sipping on investors tears. Every morning I go to r/MSFT and r/valueinvesting. Nothing get me going in the morning more than the blind hope and copium of redditos shouting "long term hold! 10Y hold!". Dude you're goin to be on wheelchair in 10y.
A good portion of my port is in TQQQ, so I'm a bit of a MSFT baggie myself. 🥂
When we loading MSFT puts, 2 day inters day support at 367.5 ish
SPY stock, Nvidia at record revenue, MSFT on pullback ❌ Crazy btc conspiracist✅
*"Mom why is grandpa in the hospital?" "He hurt his back lifting his heavy MSFT bags. I told him it was way too heavy for him, but he didn't listen." "MSFT? IS he retarded or something?" "Yes, honey he is but we love him anyway don't we?"*
The cheapest way to buy MU calls is apparently buying MSFT puts
anyone who bought MSFT calls at 350s and didn't sell at 380s is regard.
POS MSFT and the market hasn't even opened yet
Nothing ever ends well for MSFT
PM very green 💚 MSFT also very . This ain't going to end well for one of them
JESUS.. MSFT do something!!!!
MSFT never goes up with the index so I'm losing on all my options today. I hate this game