Reddit Posts
All BS aside, how’s calls on MSFT looking this week?
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Need to practice option trading with paper money
Who’s ready to burn their life savings this week
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Who’s buying MSFT & AMD calls for earnings?
I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP
MSFT has now overtaken AAPL in market cap.
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Is it normal for the index funds to be weighted this heavily by mega caps?
What are your top picks for the top performance stocks for this year?
Epic V Continues to Show How Little Risk Exists
Has anyone seriously looked at Global Foundries [$GFS]
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting
Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.
The true interpretation of Friday's Jobs Report
A true interpretation of Friday's Jobs Report
Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip
LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!
And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?
If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?
Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?
Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?
Keep an eye on $MSFT (potential put money making opportunity)
If you had $40k to invest right now, what would you do with it?
The NYTs is suing Microsoft and I think there is a profitability play on their stocks
New York Times sues Microsoft and OpenAI for copyright infringement
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
Question regarding this type of Play Option?
The biggest lesson that I've learned in my 10 year investing career.
MSFTs Open Ai will raise funds with valuation of $100B
Mentions
Its not because its low that PLTR is overrated. The company is not valued as high as NVDA, MSFT,... On a small value company, a small net income can be proportionally bigger than for a mega large cap. The chart given for PLTR is too squished to be able to say anything. For TSLA you are correct because the company is valued as a mega large cap, and yet it has a small net income. But again it being small wouldnt be too bad. What is worrysome is that it has been decreasing over the last years. A healthy company should see it's net income increase yoy and not decrease. That's one of the biggest reason why I wouldn't invest in TSLA long term. Its super fun for daytrading though. And TSLA is a special case because of the fanatics that love Elon no matter what he does or say. So the TSLA share price might never care about having a declining income and maybe it will continue rising and people will make a lot of money keeping it long term. I just personally don't want that level of uncertainty in my long term investments.
this is fake as shit look at how the line below total return goes thru the numbers also doesnt look like any brokerage layout this MF made this in MSFT paint
GE was one of the great stocks of all-time it's until 2008 credit crisis, if not earlier Buying top 5 SPX stocks has been death until AAPL, MSFT, NVDA
Who cares what happens in 40 years? I guarantee GOOG, AMZN, MSFT, and META will still be in the S&P 10 in 10 years. That is a much more relevant timeline
What should I buy with my 43 dollsrs from MSFT dividends tomorrow
Just got that MSFT dividend, roll tide
Except pltr and TSLA, but oh no it's nvda and MSFT causing the bubble
Plays I’m doing tomorrow so you guys can inverse me if you want. VIX calls for next week ORCL 197.5p 0dte if I get in a good price CVX 1/2/2026 150p IWM AND SPY puts MSTR 182p if the price is right MSFT 0dte calls
zzzzz..... wat you smoking bud? MSFT +0.20%, META -0.02%, NVDA -0.17% ORCL cooked itself
I’m enjoying watching companies like NVDA, ORCL, MSFT, and META get smacked down and the market continue to rally. Screams continued strength in the market for quite a while longer.
Good businesses generate even more cash than their reinvestment needs. MSFT for example which also buys back a lot of shares. Owners get a larger percentage of the economics as the share count is reduced. I agree that companies that only buy in stock but don’t have a lot of new opportunities are not attractive. But KNSL is funding a ton of new growth - And giving owners back value via fewer shares outstanding.
MSFT & META positive after hours and the rest of mag 7 + AVGO are in the red
AVGO, with tears in its eyes, opens a door labeled "megacaps that got sold off after an earnings beat," and is warmly welcomed by its friends NVDA and MSFT. Suddenly things don't seem so bad.
If all these companies announce 100b capex each during their next earnings call. MSFT, GOOG, META etc SPY might hit 600
Unless there's new news, I'm not sure you're correct. MSFT, META, ByteDance, and Google are known customers. They are in development with OPENAi and havent reported revenue or backlog on them that I know of.
* META * MSFT * NFLX * ORCL * AVGO Next = ?
Lol the H1Bs said something bad just like with MSFT last week.
Nah the argument here is this is a potential signal of risk off. At this point, I do think the ORCL/OpenAI woes will probably at the very least transpire in a full Nasdaq correction at some point early next year. The fact that NVDA/MSFT are lagging with their weight is an issue if this unravels. The question in the room that we won't get a clear answer to until next year is is this late 2020 where we see tech take a breather for a while or did this turn out to be 2017/2021 and we'll have a midterm year that's a mix of 18/22.
Escaped my MSFT calls for a 25% profit…getting out of that dogshit
Great post Manu. You've done MSFT. What P/E numbers do you get when the plug the rest of the MAG7 into your calculations?
MSFT gonna rip back to 500 so fast 🟩🟩🟩
Honestly from everything I’ve looked into regular independent investors can’t buy into OpenAI directly. It’s not a public company, and the only people getting a piece are huge firms like Microsoft and SoftBank through private funding rounds. The closest way for us “normal people” to get in on it is just buying Microsoft (MSFT)since they’re the biggest investor and basically tied at the hip with OpenAI. If you want even easier exposure ETFs like VOO, IVV, QQQ, or VTI all hold Microsoft as one of their top positions so you get indirect OpenAI exposure that way. But yea there’s no legit way for retail investors to buy OpenAI shares directly right now. Anything claiming they can get you OpenAI stock is most likely a scam.
Cmon MSFT give me the gap fill
Is MSFT not so "micro" and "soft" after all??
Is this MSFT action from the GPT news? I grabbed calls early today and they were just getting theta’d
MSFT please get to 500 so I can get out of these calls unless you wanna retest ATH…I’m cool with that too
Im sorry for doubting you MSFT my king
The boomer stock MSFT finally waking up? My calls are saved
MSFT calls were the play...
Did I miss some news on MSFT?
OK now buy ORCL, MSFT, and NVDA. They're done dipping.
me and my man Bill gettin rich... I knew buying that random MSFT dip was the move
Lets go, GOOGL puts printing and MSFT calls coming back to life
Money out of GOOG and straight into MSFT
Bruh, this pump is barely moving my MSFT and AMZN calls.
ugh whats going on... have MSFT puts, after market MSFT dropped but today it went up opposite with GOOGL, have GOOGL calls, but GOOGL has dropped
Fucking GOOG is up $125 YTD, and TSLA and MSFT both up $50+. What's going on??
You would think that since ORCL is dying, AMZN and MSFT would benefit.
MSFT and NVDA competing for most boring mag 7
Calls on MSFT. DO IT, you wont. make paper i double dare you burrrrrs.
bro you cooked with this one 🔥 100% facts. Oracle’s “we’re spending another $50B on GPUs” but cloud growth only +8% had the market like “hold up, where’s the money printer?” 😂 we’re officially done with the “trust me bro” phase. now it’s show-me-the-cash-flow or get smoked. NVDA still king but even they’re gonna have to prove the $200B capex turns into actual enterprise spend, not just hyperscaler flexing. meanwhile i’m over here rotating some profits into boring shit like $MSFT (Azure actually printing) and $SCHD dividends while the AI bros panic-sell the dream lmao
The big tech are all getting annaled for the past 1 month.. NVDA = -8% AMD= -10% MSFT= -5.5% PLTR = -4% Only Googl, AVGO are doing decently well. Meanwhile my calls.... - (x2) of the above.. what a clown show lol
Health Care Data As Oracle's Moat Oracle sits inside hospitals, insurers, clinical workflows and electronic health records — the parts of U.S. health care that actually generate the data AI models desperately need but legally can't access anywhere else. Microsoft Corp (NASDAQ:MSFT), Amazon.com Inc (NASDAQ:AMZN) and Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOG) can train all the models they want; without regulated medical data, they're stuck at the starting line. https://www.benzinga.com/trading-ideas/previews/25/12/49315122/oracles-secret-ai-weapon-healthcare-data-advantage-rivals-cant-replicate#
GOOGL, NVDA, AAPL Calls. NFLX, META, ORCL, AMZN, MSFT are done for this year.
MSFT train leaving the station all aboard
my MSFT calls came back to life
Bullish on all datacenters. Genesis project was the pivotal moment for all hands on deck approach. All winners. $ORCL $NVDA $TSM $NBIS $IREN $CRWV $GOOGL $MSFT $META $APLD $AMD $AMZN
Sell all the meme AI stock and move in MSFT META 👍
Their cloud revenue now (like ($25B/yr) pales in comparison to what other customers have committed to them (like $600B by 2030). their cloud revenue is going to go up like crazy. The issue is all of that revenue has been created with massive amounts of debt and the margins are going to be negative. Long story short is they are paying customers to use up capacity on OCI, and the negative margins are going to eat up all the profit they make from the business now. They are so far behind the ball in the race for cloud that they are hoping these buildouts help them in catching up from a scaling perspective, and then at some point in the future after the capex has been spent, the data centers will turn a profit in like 6 years...which means you'd need like 8 years just to break even from this initial investment. On the other side you have AWS, GCP, and MSFT who are profitable from day 1 when they build a new data center because they don't take on negative margin deals
Put all my money in NVDA, MSFT, and ORCL. Might cut my losses and move on
MSFT and ORCL calls at the open was free money
MSFT about to have one of those +$15 days and keep SPY up while the other big dogs drop.
GOOOOOOOD morning. Everything's falling (except Netflix, but that doesn't count given yesterday) Even from the MAG7 only GOOG and MSFT are even close to equal.
So First META holders got fucked, then MSFT holders. Now ORCL holders. Bets on who's next?
MSFT about to come take some of that liquidity from GOOG
what do you mean the fake -1% dip on qqq has already recovered to -0.45% how am I supposed to deploy more cash today with such small discounts, NVDA still 15% from ATH, MSFT and META so expensive, nah man this market is totally crazy anyway SPY 700 eow
Yeah, it’s the averages that are holding relatively well, not ORCL. The SPX briefly traded above its prior record close briefly with basically nothing from the OpenAI part of the market (NVDA/MSFT…the tech names that helped get it close were Google, Apple, etc) and the Nasdaq got within 1.3% of the record without the help too. That said, I wouldn’t be confident that this isn’t going to matter. If the slide by NVDA/MSFT worsens, they’re a significant enough weighting.
MSFT Jan 16 475 buy them now Thank me later next week!
I bought some MSFT on that dip yesterday. Still a lot of open interest on the 1/16 500 calls
Looks like MSFT won. MSFT: +124% in 5 years SONY (SNE): +46% in 5 years
MSFT has been the shittest stock of all time.
Anyone know the reason for the MSFT drop yesterday?
Currently at 10:40pm PST, is down META: -1.42% in comparison: Amzn: -1.38% NVDA: -2.08% GOOGL: -1.00% MSFT: -1.22% ASTS: -2.01% AMD: -2.14% AVGO: -1.71% ORCL: -11.85% So yeah every other stock is not down less. Everything is down, and I suspect ORCLs earnings and guidance were made what made the tech sector shit the bed
What do you mean? Literally every other stock is down less. NVDA, AAPL, MSFT, ASTS, GOOGL, all less down than fucking META.
Well looks like atleast my ORCL calls will print. On the other hand, my CRWV, MSFT, MU, PATH, SOFI, POET, GOOG and ASTS positions will be FOOOKED
Damn ORCL really gonna drag META and MSFT down with them
Some Debt To Equity Ratios NVDA: 0.09 GOOG: 0.11 META: 0.26 MSFT: 0.33 ORCL: 4.53
As long as MSFT and AMZN stay at this level…I will come out ahead of my weeklies by a lot…need Silver to drop still
Feel like MSFT, AMZN and META are going to get smoked on ai spend next. They have the weakest ai products and are all spending like nuts. This is a big warning shot and will affect everyone. It could get lot worse if smaller companies like the neo cloud companies start to get slaughtered or eventually go BK. Then you get a glut of chips that will hit the market. NVDA will completely lose its profit margins if the market got flooded with chips.
I thought April MSFT 500C were easy money. I was so wrong :(
I hope all these ORCL shareholders dump it and buy GOOG and MSFT instead. Why? Cause I have those stocks.
Recap on my weekies IBIT puts cancel out my Silver puts Orcl puts cancels out my MSFT calls NBIS puts cancels out my AMZN leaps Essentially, I'm fucking flat.....
MSFT just invested 5B in Canada. Sell it hard 🤣
Okay but MSFT literally in free fall for no reason
NFLX and MSFT 2026 catalyst
I think quite the contrary, it will moon once they confirm the MSFT deal.
ASTS and PLTR making my port look like sunshine while my penny stock speculative plays (MSFT, AMZN, QQQ) shit the bed 🤡🤡🤡
Most of the dot com companies has no profits and some had no revenues. There are a few examples of this today like OKLO, but for the most part there are earnings. Will Nvidia get taken out sometime in the future, yes, it will. It may be a few years until that happens. Many high value companies have great revenue and profits. Think AAPL, META, MSFT, and many more.
I lost money on META I lost money on TSLA I lost money on NVDA I lost money on AMZN I lost money on MSFT Haven't traded GOOGL yet. Tomorrow seems like a great way to start ^(I don't like trading APPL because it's boring)
I'm with ya. TSLA, PLTR and Meta are on my 'don't buy' list. Tesla has been caught up to and surpassed by other companies (and the sales #s are showing it versus Tesla being the only viable option), plus the whole Musk insanity. Meta wasted amazing amounts of cash on 'metaverse' and now is 'oh we'll do AI' but has no obvious path on how to monetize it at scale (compared to e.g. MSFT and Google/Alphabet), and Palantir - well, not sure I can justify that one, but I'll pass.
Thank you MSFT and ORCL for the dip to buy.
MSFT, please plug yourself with some tampons. You bloody fk.
Market is crushing this company and going to force them to stop AI spending. Prob same with MSFT.
This post is good for someone that thinks we're in a bubble and/or is complaining about mag7 concentration...you simply don't achieve the revenues that the mag7 has without a pretty diverse income stream which basically results in an incredibly large customer pool. META is a 1.65 T company because half the planet uses their products. GOOG is a 3.87 T company because their walled garden of google products is extremely convenient, their ad targeting is fantastic and they have a ton of diverse products like waymo, gmail/others, TPUs, etc. AMZN is in the trillions group because [amazon.com](http://amazon.com) is an insane retail behemoth, their cloud business has astronomically high profit margins, and they have arguably the #1 or at least #2 logistics of any retail company on the planet (second only to walmart who is almost itself a 1T company), MSFT is a cloud behemoth as well but with xbox, windows, and other SaaS products. Think about it this way - if microsoft, amazon, meta, google, apple all vanished overnight, the world economy would grind to a massive halt as so many services they provide would be down.
The huge surge in RPO they announced last Q earnings and this one don't see to add up. It most likely means some very large deals don't start until later, such as Stargate. Until then the share price likely won't be as stable as other hyperscalers such as AMZN/MSFT/GOOGL where the recurring revenue has consistently streamed in and grew over past decade.
My MSFT calls got obliterated wtf
Where were you when you found MSFT is kill
lmao well get em next year, you go when you're ready MSFT
Market up huge, my MSFT calls must be printing!
why is MSFT down 3% today?
Is MSFT a shit stock or what? Low key worse than Amazon
Excellent opp to load up on MSFT calls
MSFT and META banging each other in the room right next to Powell
Everyone saying fuck your puts, but MSFT been sinking all day and really for weeks. Feels so bad to go from a day trader to a long term investor
What the hell is going on over there MSFT???
SPY $800+ when AAPL, NFLX, NVDA, AMD, MSFT, META are all back to ATH’s.