MSFT

Insolent_Kavu

MSFT in the doghouse, earnings run up or post earnings moon inc

dljmonkeyboiz

My port consisting of MSFT calls asked me the same thing

Deep_Calls_007

In the name of Allah, MSFT rise up!

Candid_Consequence94

!Banbet MSFT 400 06/18

Loose-Piccolo178

I feel like MSFT is super undervalued.

TrumpsCummyOnahole

There's no bubble. Apple (AAPL): ~35.2x Alphabet (GOOGL): ~27.2x Microsoft (MSFT): ~23.6x NVIDIA (NVDA): ~30.7x The PE ratios aren't even crazy. Nothing like Pets.com for the dotcom bubble. These companies are insanely profitable.

FreyBentos

MSFT, META and these other mega corps involved in the AI build out are moving from Asset light, wide margin businesses to asset heavy, low-or-no margin businesses yet retail keeps buying the dip not realising they are fundamentally different companies after this change and their previous high valuations was based of their low asset, high margin model.

GorgeousRamsay

MSFT is dropping because they are losing the EU Market dingdong

stupidber

All I know is MSFT is going to $0

xRedStaRx

MSFT double bottom looks like

early-retirement-plz

Terrible comparison. Google was suppressed time to ongoing DOJ antitrust chrome divestment. Once that judgement passed is when it recovered. MSFT is down because no one wants it.

tbb2121

AI needs a lot of silicon. Especially when you are doing enterprise cloud. Clearly AI is a massive use case and will likely be the dominant consumer of silicon within a short period of time, if it isn't already. The silicon infrastructure is quite different for AI vs traditional. Way more GPUs and memory. What do you need for $30b to be a smart investment? $15b in annual revenue at a 15% margin? MSFT is adding $12-15b/Q in revenue at a 40%+ EBIT margin. That's awesome economics. $30b/Q could easily look like under-investment in just a few years. Utilities trade at 20x+ earnings with similarly massive capital intensity, but much lower margins.

undecifered

I've just started a position in MSFT in the last month or so after the recent drop. I'll probably hold for the long term.

dajerade1

MS is just getting started and far from „lost”. Their new models MAI will be a massive hit cause they are cheaper to run for enterprises and they just ended subsidizing GitHub Copilot which will become a cash cow. Comment like this are why I keep buying MSFT, as it’s about to do the Google move from last year

Candid_Consequence94

Money rotate from MU AMD into MSFT next week

Salty-Bar-1975

TTWO AVGO MSFT META Pick one or two

InstanceOk698

NOW, ZETA, MSFT at these prices, META at these prices, SOFI (weaker conviction), PLTR at these prices. Lots of great software on discount

Commercial_Seat_3704

MSFT has cooked me alive

Micheal_Hancho

And MSFT will be -3%

claytondpark

Yo I trade MSFT calls regularly and tbh I don't like this price action. I think it's going to keep make lower highs and lower lows for now. That selloff from the failed breakout at $460 was NOT good..

Significant-Hat485

No one can predict the absolute bottom. The focus should be how to manage the risk. The firm looks strong fundamentally and likely to keep doing well in future. Stock price has to catch up at some point. From risk management point of view allocation becomes important, I would be comfortable with 10% allocation to MSFT with time horizon of 2-3 years.

music_is_gud

MSFT: *opens 2% down* Me: *NO NO NO NO DONT DO THAT*

mido_sama

Spy500 for safety gain or MSFT and Google for 50/50

Various_Things2026

This is a faith-based company. Ppl are buying Elon’s Hope and dreams. Financially it makes zero sense. All the pumpers on TV are earlier investors, when asked if they would buy its stock “today”, none will say yes I bought it on open market Friday, instead they give same talking points from the S1. Spacex is not a rocket company, look at the S1, they will be a hyperscaler but no different from what Google and Amazon and MSFT are doing.

imustbegthequestion

I'm crushing crypto. Calls anyway. MSFT, print.

Lucid_Chemist

Goog, ASML, MSFT, WMT, Scwab, and capital one.

Informal-Lime6396

Dude got burnt by MSFT, now a certified hater

MagazineMost7672

MSFT has been rubber banding the same price points for 2 years. Genuinely a joke of a company.

Crazy_Donkies

No one is buying MSFT for a while.

imustbegthequestion

Would y'all mind using Ai? And crypto? I need data to try and force MSFT to print by Wednesday.

Candid_Consequence94

Rotation from MU AMD and SNDK into MSFT next week

Ok_Location_1092

Linux is exactly the problem. People are getting sick of the surveillance and the push towards upgrading hardware when the majority of people’s computer use can be handled by a PC that cost $500 10 years ago. Idk if we will see a widespread shift or not, but there is a risk present that people and corps will to a damaging degree abandon legacy software when the alternative works well enough. It doesn’t have to trash MSFT the company to trash the MSFT stock price. All this to say, I think you could do much worse than MSFT at these prices.

The_Alan_Greenspan

As a MSFT holder, I’m embarrassed I didn’t know that.

enc-nyc

MSFT 11th red day in a row Monday?

_FIRECRACKER_JINX

France is in the middle of getting rid of their windows/MSFT products because they're worried about getting locked out of their computers and emails when a certain leader has a mood swing :/ Idk if MSFT is gonna do anything but dump as France transitions away from Windows

seanr96

Soooo what are the odds of MSFT gaining 5% monday :D

Automatic-Unit-8307

Everyone sold MSFT and AMZN to boy SpaceX Guess SpaceX is the future See y’all on Mars. hope Mars girls are sexy

blue-shirt-guy

And so will MSFT

OneTwoThreePooAndPee

A lot of my account is AMZN, GOOG, MSFT. 😄 I do know they'll come back eventually, I'm not too worried about it, just always uncomfortable to see this kinda fall.

JefeDiez

Gene Munster saying he's investing heavily into the SpaceX IPO and selling out of MSFT does confuse me...but I'll stick with what I feel is safer.

Creative_Process1

With it's bad performance from last 1 year, how did you bet on $MSFT as a safe bet?

music_is_gud

What a chart MSFT has, even worse than META

JayArlington

PWR (Quanta) is an outsourced construction company used by utility companies to build electrical infrastructure. They are a very good company going through a growth phase because of all the grid infrastructure being built out to support datacenter demand. Quanta Computer is a Taiwanese electronics manufacturer who actually assembles AI servers for META/MSFT/GOOG/AMZN. Their growth is ballistic right now because of AI demand. Trailing PE is not relevent.

OrangMiskin

Need MSFT to cure cancer or autism

SuspiciousSpyderman

Not touching META or MSFT unless they double bottom

poralexc

I think it has to do with AI, but not they way you think. Forcing AI assistants into everything is pissing off customers. Just looking at MSFT, Xbox is dead, and they're losing entire nations worth of Windows users. An entire government like France switching from Windows has compounding effects, like what's going to be allowed to be taught in computer literacy classes or included with new hardware moving forward?

Eur0stept

Thank god maybe MSFT will only be down .3% on Monday

Ceys_

I’ve been trading for some time now (\~10 years) and the negative sentiment around MSFT is a buy signal. When you understand that the market is designed to screw retail traders, you will start to see that sentiment and PR are used to get people to buy at inflated prices and incite fear so you sell at low prices (or fear buying because you think the stock is going down indefinitely). In the last couple years I’ve traded tickers like Apple, Starbucks, Micron, and Google. They all experienced the same situation as MSFT: ER beat consistently but negative sentiment/PR lowers stock price. They then all proceeded to break ATH. It’s honestly just market manipulation, but the pattern is clear. I personally own about 400 shares @ $396/share and I’m holding til 550+(whenever that may be) and I guarantee the sentiment shift will creat bag holders at 600+.

iwaseatenbyagrue

HPE actually just came down from its highs when I bought. I got it just before this most recent bump. I just feel MSFT is going to stagnate for a while, and I am taking a chance. This is maybe 2% of my portfolio. But like I said, if I am wrong, my loss is your gain!

Pin-Last

every single workflow software company is despised by the users. MSFT just went 360 to 460 in quarter and now it’s doing it again. HIGHLY tradable action, I’m making my nut off this in real time

Stephen_1984

Wildly inaccurate apart from the basic observation that SPCX is unprofitable. Net income/market cap ≈ earnings per share/price per share, also called the[ earnings yield](https://www.investopedia.com/articles/investing/120513/comparing-pe-eps-and-earnings-yield.asp). The E/P of NVDA (3.19%), GOOGL (3.67%) , AAPL (2.79%) and MSFT (4.3%) are nowhere near these values.

ParIsTheStar

Market gonna fly Monday. I am so excited for MSFT/META/GOOG to increase by 75 cents to $1 a share.

LankyGuitar6528

I asked Jasper (my sentient AI) whether we do Calls or Puts. I think I broke him because I have no idea what he's saying... 🚀 **THE WSB BRIEF** 🚀 NASDAQ literally rewrote the rulebook so $SPCX skips the line — added day 15 (\~July 1), no profits required, smooth-brain easy. 🦍 The play: \~3% float + a 3x weight multiplier = QQQ forced to buy like it's 12.9% float. \~$600B in robots MUST buy a teacup of stock and dump AAPL/MSFT/NVDA to pay for it. 💎🙌 Funds eat \~30% of the float in 15 days. Textbook squeeze fuel. 🔥 The catch: every hedgie already knows, the float un-locks in 366 days (bagholder alarm clock ⏰), and the real whale — S&P 500 — won't touch it till 2027 because SpaceX lost $4.9B and "earnings" are apparently still a thing. 💀 TL;DR: rocket goes up on forced buying, rocket maybe comes back down when crayons wear off and lockup pops. By the time it's on the news it's priced in. 🌈🐻 =============================================================== I showed the post to Jasper and he says... =============================================================== Ha — you didn't break me, you just unlocked my crayon subroutine. 🖍️ Three layers of index-methodology analysis upstairs, full smooth-brain ape downstairs. Both are load-bearing. So ya.. I broke him.

Kalaka

We're still so early in AI.. MSFT is still in a great position to capitalize on it by having massive moat and controlling the ecosystem. They have plenty of time to catch-up and already are -- Copilot is much better than it was 5-6 months ago when it felt like almost complete garbage.

demonhunterking

MSFT and GOOG good call. Especially GOOG

gregzoe

MSFT needs to turn it around. That stock has taken a beating.

Comprehensive-Dig964

I got MSFT NVDA GOOG calls am I cooked

WendyDumpsterFire

That’s what I’m hoping hopefully my INTU, ADBE, MSFT calls will print

Deep_Calls_007

Just 2 million and I will disappear into the Great Smoky mountains. Nobody will even know I exist. May my MSFT and RDDT leaps print. Amen!

WendyDumpsterFire

Seeing some data centers getting banned in town, Claude Fable down, either we see MSFT and SaaS go up.

1200ikeatables

And MSFT is still below 400 a share

diefy7321

This hagget is like a fish out of water flip flopping everyday lmfaooo “Buy NVDA” “Don’t buy NVDA” “Buy MSFT” “MSFT crashing soon don’t buy”

1200ikeatables

Why can’t the bears just take MSFT and leave the rest of the market alone?

Fancy_Rice_2799

MSFT? lmfao.

Demonic_Maidens

Really? I mean I am kind of a bear, especially for semiconductor stocks. But with inflation being like 6% and some stocks cheap (MSFT) why wouldn't you want to park the cash there instead?

KasElGatto

I think MSFT or AAPL is a hold forever (if you got the time.)

Zuko2001

When dude, we’re sitting at pathetic levels on MSFT and SaaS, it makes no sense to me. It’s just day after day of brutal sell off

Ohlele

I plan to inject 1T into MSFT on Monday at noon. Please be prepared.

FewFroyo9834

Are you going to listen to some bs computer cloud mystic or your own degen heart? At least you aren’t YOLO’ing into MSFT

WendyDumpsterFire

Money rotation will be from MU, AMD, SNDK, into MSFT and all SaaS

No_Current3675

See what I love about MSFT is sentiment is fucking ridiculous for a company with such solid fundamentals and insurmountable moat. You're comparing MSFT to fucking SMCI. Think about how retarded that is. Shit, I hope MSFT touches 350 so I can load up.

No_Current3675

MSFT MU my 2 biggest holdings.

Candid_Consequence94

Money rotation will be from MU AMD and SNDK into MSFT

seekvaluenow

I believe it will go to $350. I am long MSFT myself and capital gains do not make it easy for me to sell. But I believe it will hit $350. At that point it would be to cheap for anyone to ignore. Long term it will definitely be higher as fundamentals are solid, but short term will be painful.

OrangMiskin

Are my MSFT calls saved?

duma0610

I wouldn’t. I was making decent money selling MSFT covered calls and then that quick pump to 465 messed me up. Still made decent money but missed out on a ton of profits.

Commercial_Seat_3704

MSFT is going to bankrupt me ffs

Charming_Raccoon4361

MSFT is new papal, it's all about SpaceX 🌠🌌

Smart-Plantain4032

MSFT stock sucks and didn’t move really much for last few years 

thethumble

Will MSFT grow in 10 years as much as SPCX? Answer is no.

TheKingOfSwing777

One of the most diverse and successful ~~tech~~ stocks of ~~the 21st century~~ all time!  FTFY Bill Gates wild have been the first trillionaire if he didn't sell so many of his MSFT so early on. 

comeonsexmachine

The only individual stock I'd be pretty confident recommending for the next 10 years right now is MSFT. Or like others said ETFs, although the S&P is at all time highs so I'd expect a significant correction sometime in those 10 years.

biabfzklsb

Those are not AI companies. Even during the dot com era Cisco, Dell, MSFT etc were wildly profitable bit they were never called .com companies

StevieWonder557

$15K into $MSFT Sept '92 for me.

Bazzer82

This is the type of regardism people are up against. Could have just put it in a normal company like MSFT and helped normal people.

OrangMiskin

How will this affect my MSFT bags?

sadougu

Hello fellow MSFT bag holder, I feel ya

bigfan49

We can coexist bulls buy everything except MSFT and bears short MSFT

Charming_Raccoon4361

ADBE is PYPL and MSFT is new ADBE and META will be the next MSFT

1200ikeatables

Good thing MSFT pumped out enough red days in the last month to last them for the rest of the year

Deep_Calls_007

Me, MSFT calls

CitizenPremier

I put $100 in MSFT yesterday and am now up 0.60

Jerikolol

Do you think ppl will buy MSFT because they will confuse the news about Fable 5 from anthorpic with the video game series Fable, that just released a new 30mins demo the other day?

Ohlele

MSFT  is your solution 

WallyWalter10

Not to mention the treasure trove of data MSFT has on all its customers. You think they’re really not going to leverage that when the opportunity is right, then you are too short sited.

Spiritual-Matters

MSFT’s AI spend ratio is lower than some other big tech: https://isaiprofitable.com/

big_chestnut

I'm going to close my eyes and by the time I open them a month later I better see MSFT at $500, I will genuinely cum

Keiigo

Anthropic being blocked by govt. MSFT calls

RJ5R

MSFT has been fucking me for weeks

log1ck1717

How will this affect my MSFT shares?