Reddit Posts
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
Stop buying my position and crashing it 🤬😡
Built the Free All-in-One Smart-Money Tracker
Azure +39%, AI revenue +123%, 4th st. beat — stock down 30%. The market has decided capex is sin...
Trimming a +20% semi position to build a defensive sleeve?
Chat will these print? MSFT 12/18 $400C
MSFT Bear Call Spread, 96% PoP but risking 10x the credit — sanity check?
Got $10k saved up. Is MSFT at $385 an absolute steal right now?
If hyperscalers like MSFT, ORCL, META, AMZN, etc are down 30-40% semi conductor stocks can’t continue to go up! Says JPM’s Chairman of an investment Strategy Michael Cembalest.
$450,000 USD on MSFT + NFLX. Funded entirely by META profits 🥳
Hands down, MSFT is the worst fucking investment I have ever owned
my MSFT LEAPS exposure as of July 9, 2026
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
Liquidated all positions: Sitting on $1.2M cash for a 2026 macro restart. How would you deploy this for the next decade?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
MSFT update – holding the bounce, but still under pressure
Microsoft's $2.5B bet might solve AI's biggest enterprise problem
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
Mentions
Do you guys think that MSFT have a run up to earnings?
Wait till wallstreet start turning bearish on Apple …. When MSFT at $555 , everyone said it was going to $700 until it got humbled by selling off to $350. Since then, the cloud of bearishness and negative narrative continue to surround Microsoft . Meta , crashed from a high of $796 to almost $490 Amazon , still struggling to take out $270 after months of being in the low $200 Netflix - lost 50% due bearish narratives and negative coverage Apple: it’s a matter of time. Once wallstreet is through with their CAPEX and spending BS on Google , Amazon , Msft and meta ….. Apple will start feeling that heat and I will not be surprised if Apple goes to $180.
MSFT moving up was the clearest signal everything else was going to go lower
You did the right choice,MSFT with azure in my opinion will go up, I’m not an expert but I saw in Microsoft an opportunity to i best, as many expert say, you can earn a lot of money, but at the same time it’s dangerous…if you want to invest, you have to risk
Fuck you MSFT go back up
Woah Woah MSFT what you think you doing there buddy? You not on the team. Stay red
Look at PLTR also. Even MSFT has been climbing a bit.
Damn, even my homie MSFT is red today
will MSFT crash again during this rotation back into semis lol
MSFT red and everything else green. All is right in the world again
Maybe, demand vs capacity is a complete unknown at this point... the capacity buildout is based on projections from NVDA and the two companies with the most computationally intensive models. But my point is that those two companies, Anthropic and OpenAI, do not offer anything that will keep even the likes of MSFT from switching to Chinese models where it's financially reasonable to do so (increasingly, more and more use cases). AKA, they have no moat.
It's not about the race, it's about the AI companies MOAT. Why would you spend premium on Anthropic or OpenAI when you can just connect to a cheap Open Weights model? Companies will go to the cheapest provider, no matter if it is Google, AWS, MSFT or Alibaba Cloud. This will increase the pricing wars to make all that infra spend pay for itself.
MSFT yasss Meta and the lizard overlord can go fudge themselves
MSFT when SPY is green: *I'm a rebel. An independent thinker. A non-conformists.* MSFT when SPY is red: *What's the plan boss?*
But MSFT (his calls) are dropping faster...
!banbet MSFT $500 35D
!banbet MSFT +35% 20w
!banbet MSFT 600 25w
Would laugh my ass off if MSFT finishes green while the greater market is -1%
META and MSFT next please
Could you imagine how red SPY would be if MSFT were *green* right now?
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $450.00 (above) | $389.62 | +15.5% | Jul 31, 3:20 PM |
!banbet MSFT 450 2w
If MSFT could bounce 1%, i'd be so happy. Alas, it is micro-gay
MSFT gonna go red for me again. Fuck this POS.
No one is "giving" data to these models. You guys have no idea how an LLM works. And yes, MSFT just swapped to Deepseek from Claude for Cowork. So hell yes your average Joe enterprise will use whatever cheap model is available in Foundry or whatever else that 1/10 the cost, regardless of origination.
can’t blame MSFT today then
MSFT genuinely dumps for no fucking reason other than money rotating out of it into other stocks
**BanBet Created** ▼ | **Record:** 0W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $370.00 (below) | $389.73 | -5.1% | Jul 31, 3:18 PM |
What in the Actual FUCK MSFT. I’d rather be mauled by an actual bear than deal with this psychotic market.
Port at ATHs despite MSFT fuking me
Has MSFT considered forcefully installing Copilot on Windows to drive up AI usage?
Literally every position I've bought this year has shat itself to zero. MSFT, GOOGL, AEM, CRM, NOW, SAP, SHOP, SPCX (I'm an idiot). Not one good choice.
MSFT just can’t catch a break
I’m up 45% ytd from my MSFT and NOW bets I shared previously
life goes on. Thank you MSFT for giving me 8 months of nothing but pain
This imho is why companies like GOOGL and MSFT are strong buys right now - if frontier level models are not locked into Anthropic and OpenAI; they stand to gain more instead of being fleeced by them.
MSFT is dogshit red - that should give a clear sign as to what the market is gonna do
It’s not just tech the entire market (sans inverses like MSFT lul) is pumping. This is insider loading, war must be over for the 14th time
The next pain point is Apple's iWork compatibility with MSFT's productivity software suite since no one in corporate knows what to do with a numbers file. I think AI can seriously improve the document translation, at least to a viable state.
Everything on the V but MSFT and AAPL
Someone give MSFT a viagra
pos MSFT ruined me
MSFT and AAPL running counter to SPY and QQQ is hilarious
MSFT is red = green market
MSFT basically green compared to the rest of the market
I thought MSFT inverse semi. Semi up MSFT down, semi down MSFT also down now. WTF!!!
Alphabet and Microsof are the only ones I care about because theh are the knly ones I own anymore. They have been on sale so I couldnt resist. Hell, Microsoft is one of my largest holdings now. MSFT under $400 just feels like free money.
What happened to rotating into $MSFT?
MSFT red means semi green? what do you mean by no?
Maybe the brief MSFT party is over
maybe MSFT, apple for sure
michael burry puts on memory, michael burry also calls on MSFT. so what u waiting for MSFT go to the moon
MSFT has been green only 2 days out of 2026 lol
When even MSFT is red, you know it's gonna be a though day
Mag 7 will just use/sell you the Chinese models. My developer friends can use any of those in copilot from Microsoft or in AWS. And MAG 7 aren't really "up" - I bought MSFT at 450. Though they are better positioned because their customers aren't suddenly going to switch to Chinese software and services or use Chinese data centers. Would be great to identify what's China immune.
It's so joever. Not even MSFT can save us. 😭
why is MSFT back to being gee
Fucking MSFT too!? I thought that was our safe haven. I really should have sold calls yesterday 😫
MSFT down along with everything else? Somethings's not right here
It’s one of those weird days when indices are down so MSFT, we are doomed
MSFT is red boys. Green day incoming
MSFT is red so today’s gonna be green for the rest
Is NFLX gonna dethrone MSFT as the new r/valueinvesting top bag?
Yer but MSFT's P/E was like 70 at that time. And the entire Nasdaq was trading at 60X.
GOOG vs MSFT long term ?
Dude, awesome post. I’ve been thinking about this with GLD and ran across your post. How are you doing btw? Any updates on the account. Thinking about doing this when my MSFT puts expire.
**BanBet Lost** — /u/outhinking (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $384.12 → $430.00 | +11.9% | 1w | Lost |
Dump is fake, MSFT is the giveaway
Did internet go away on 1999? Of course not, but that did not prevent MSFT from dropping 70% and taling 17 years to recover.
MSFT is cooked. Whether or not AI ends up being successful OpenAI is going to implode and Microsoft is tied to them. Sell them bags.
Yes yes and yes. MSFT, AMZN, GOOG, META if they start renting inference, to an extend the neo clouds, to a large extent private companies like Together AI who am I missing
Got in on MSFT at 370, feels okay
MSFT you've gotta save my port on this red day
Buy MSFT to express your bearish sentiment!
Why did MSFT dump overnight smh
Not as good value at current valuations as Meta MSFT and Amzn imo.
Yeah ports looking like MSFT earnings is the only thing that can save me
Shit like this is making me scared for my MSFT bet
I am confused, how can MSFT be red as well as SPY…can’t compute brain broken
Your probably chasing and looking at too many hype stocks instead of trying to find the next leadership rotation like for example who has or could profit from all this AI capex, PANW, APPL, MSFT, ONDL, CRWD NET DDOG are good examples, some are green or slight red but these have been showing the most strength within non defensive stocks
MSFT about to go red. There is hope yet
We will know the bottom is in once MSFT closes red
NVDA/QQQ/MSFT are the main ones I’ve been sticking with that make up most of my profit
OP is better off using a calendar collar like the one discussed here on MSFT: https://youtu.be/0-VvKrdjc5g?si=xuJLcoLvPA6V65uI
MU and SNDK are the 2 best companies in the world. Iran wants a deal so bad that they are begging me. NFLX is the best streaming company in the world. MSFT META are the most cheap stocks right now. Buy Buy Buy. Strait is fully and completely open. Oil is flowing like never before. Lindsey graham's life i'd score as 99/100, I would love to give him a full 100, but there was a little thing during jan 6 he did.
Going off returns since IPO. Must be MSFT.
I'm gambling some micron gains on $MSFT and $META in advance of the 29th. Hoping for a quick +25%, prepared for -25%.