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🚀 Microsoft (MSFT): A Transformative Deep Dive Into the AI Landscape That Every Investor Needs to Read
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
moomoo earnings plays, how I'm using unusual activity this season
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
moomoo earnings plays, how I'm using unusual activity this season
Fellow MSFT holders, are we holding long-term or selling anytime soon?
Is anyone able to explain this drop the past few days? Are stocks like MSFT, GOOGL, and AAPL what we should be buying now?
My wife and kids said they wanted to ride rollercoasters. I said we have that at home on my phone!
Built a free all-in-one tracker for institutional and congressional options flow
AI capex is massive but where's the free cash flow? This earnings week is the real test
I built a stock screener and ran the Buffett 5 pillars ratios through every company in the UK, US and Europe and only 19 passed out of 850.
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
Question: Why Do Individual Stocks Move in Tandem w/ Others?
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
Built the Free All-in-One Smart-Money Tracker
I gonna sell these stocks and they will fly, based on recent data.
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
Mentions
I work in fintech and we are pretty much stuck with the MSFT suite. Business wont approve anything that isn't in the ecosystem at this point. Its like pulling teeth to do anything else.
Same part of me wishes I stuck more in MSFT but I believe in them long terms META has been very impactful in software engineering with their React , PyTorch. I guess the only good news is their platforms are still stable and are introducing more features. I sell more of my sealed pokemon products on marketplace place get cash with 0% commission fees.
Will MSFT save the market? Call starting in 1 minute
Killing my MSFT gains today fuck
When $META making \~$61 Billion quarterly revenue, annual revenue \~240 Billion, its spending for AI not big problem One year spending, enjoy next 10-20 years AI-performance improvement longer Look $META last 6 quarters earnings.Slight EPS change not big deal $MSFT $GOOG good ER https://preview.redd.it/r12o8mkgl8gh1.png?width=765&format=png&auto=webp&s=bc9f52a6a9363088ae8374e4163563519568462e
MSFT is burning through cash. $30.2B 2Q last years vs. $20.9B. META also burning through cash but buoyed by $24.9B in debt issuance this quarter, like GOOGL playbook. Lifting bottom range of CapEx to $130B. What's the end game here? Dilute the crap out of shareholders and borrow until they are zombie companies? Much of this CapEx is long term lease agreements and contracts. It won't be so easy to get out of them so it's not like "it'll all disappear and become buybacks again!"
META is out of ideas and can’t get a second revenue stream going with hundreds of billions of dollars. MSFT is a hyperscaler that is going to spend like the dickens if it wants to still be relevant in 10 years.
META is out of ideas and can’t get a second revenue stream going with hundreds of billions of dollars. MSFT is a hyperscaler that is going to spend like the dickens if it wants to still be relevant in 10 years.
MSFT is burning through cash. $30.2B 2Q last years vs. $20.9B. META also burning through cash but buoyed by $24.9B in debt issuance this quarter, like GOOGL playbook. What's the end game here? Dilute the shit out of shareholders and borrow until they are zombie companies?
Everyone say "Thank you for the 1% gain MSFT."
MSFT with the big middle finger on the chart
MSFT doesnt know what it wants to do yet. either pump to 500 EOW or dump to 300. Either way, MSFT 800 EOY
MSFT, GOOG, AMZN all have the cash flow to support THIS AIRLINE buildout. They aren't really taking any risk, aside from the risk of a mediocre ROI. META is taking on too much debt/liabilities in the process, both on and off the balance sheet, the risk escalates when you are on that path. ORCL credit swaps are skyrocketing, means the bond market is very nervous about their financial situation
The longer we wait for MSFT conference call, the more this fuck drops.
Google are lost money from capex spend (ie in Q2 they made a loss for the first time since 2004), even MSFT who are claiming net positive fcf are showing significant fcf compression (almost breakeven), META down fcf 90% after capex. This is not counting the circular deals currently which coukd be obfiscating balance sheets further
Has MSFT given guidance yet? Just travelling so can’t really read report right now
MSFT call in 15 minutes. looking at how the rest of mag 7 is acting right now, I am not very confident.
I don't think AMZN and AAPL matter that much honestly. I was just waiting to see FED + META and MSFT earnings today before jumping back in I was able to rule out a bunch of bad scenarios, maybe I'll buy memory. I need a bit more confirmation first tho
Everything is red because MSFT is green
This is such a classic red day tmrw for MSFT
So why exactly is MSFT up right now? I thought it would be up but was mostly coping
TFW I bought MSFT at 350 :money:
MSFT Capex doubled. After seeing their growth they’ve had in Azure and their cloud business, idk how people can say AI isn’t being monetized.
MSFT Capex for 2027 calendar predictions?
Got in MSFT at $360 and its been my biggest shittiest stock so far this year. Glad to see it getting a little love.
Watching AAPL and AMZN after close tomorrow. If AMZN shows the same capex pressure as MSFT and META, tech is going to have a rough week. MSFT beat with $90B revenue but free cash flow down 23%. META beat on revenue but EPS missed by 14% — down 7% AH. The pattern is clear: AI spending is growing revenue but crushing margins. MU down 12%, INTC down 7%, SNDK down 9%. Chips are getting destroyed. If AMZN's AWS capex guidance comes in hot tomorrow, semis could sell off even more. Probably staying cash heavy until we see AAPL and AMZN numbers. Too much uncertainty to hold overnight through 2 more Mag 7 reports.
Kind of want MSFT to go red just bcs fuck it
I dreamed I was buying the dip in MSFT, and as I listened to the earnings call they exceeded expectations and the stock was rising in after hours. But my dream became a nightmare when I discovered that because I'm dyslexic I had accident I had actually purchased shares of MSTR and it was down 76%.
between KLAC yesterday, LRCX & MSFT today, I think the AI trade is still hot AF. BTFD.
Rates held but 3 members voted to RAISE. That's the real headline nobody is talking about. Hammack, Kashkari, and Logan all dissented hawkish. Last time we had 3 dissents pushing for a hike was 2022. Oil is still elevated from Iran, inflation isn't at target, and Warsh basically said they're watching to see if the war pushes prices higher. Translation: no cuts coming anytime soon, and a hike is on the table if oil keeps climbing. Meanwhile MSFT just beat with $90B revenue and META missed on EPS — down 7% after hours. AAPL and AMZN tomorrow. The market wants rate cuts AND AI to print money. It's getting neither right now.
How much you wanna bet MSFT drills deep into the red tomorrow?
Well thank god I sold my MSFT calls, cause those would be getting IV crushed rn.
nutella really outdid himself, best earnings in a long time for MSFT
I only hold MSFT now. Such a good business with a great quarter...and still pretty beaten down, even after regaining 9% this month.
MSFT pamping to feb 2024 prices fuck ya
Bunch of Pm at $175, MSFT at $378, nflx at $68 and crap ton of oil stocks
So MSFT will just stay flat forever?
Will MSFT say something stupid during the call?
MSFT is the second best Mag7 company after Apple. Just as we have always said.
MSFT better not say anything stupid on the call
I should've known when the market got murdered by closing time that was MSFT music playing
MSFT gonna dump during the call I can feel it in my plums
A lot of MSFT bols seem very confident on their +2% AH earnings bump.
Anything guidance related for META or MSFT?
META keeping CapEx static, MSFT undercut CapEx sped, QCOM and ARM dissapointing on forecast ... All in all - enjoy the bags, AI bols
Overpriced capex?? when it is the most transformative technology since the internet. Plus, their Azure cloud gains are increasing 43% which is over estimates and they aren't trying to increase capex to further establish gains in that market? Loser mentality. Google and Amazon will end up leaving MSFT in the dust by 2027
wtf why do we have to wait an hour for MSFT earnings call 😠
I expected MSFT to be down at least 5% after stellar earnings
Is MSFT going to dump at open lmfao
MSFT is the new AAPL
MSFT uber Green, bulls are so fukt tomorrow
MSFT saving the market, that was not on my bingo card
MSFT back over $400, we still have gas in the tank to rally again 📈
So MSFT is now a safe haven eh? Like gold of sorts.
I called MSFT being the first pathetic hyper scaler to bow out and lower capex. This company is not going anywhere substantial. But take your short-term wins I guess 🤡🤡
META dying and MSFT rising.. at least one good thing is happening today
MSFT defending the line for the bols. And what I mean is they are paying OpenAI to defend the line who then pays MSFT to defend the line. Thus the line is defended completely legally compliantly.
MSFT delay react on fret ER
wow is MSFT one of the first few mag7 to not dump after earnings
That is only as long as MSFT keeps spending. If not Google will pass them in size. Thats the game being played
yo are they late for the MSFT call
I have short puts representing 2.2MM in MSFT that are gonna expire worthless AF on Friday.
MSFT going to end up slightly negative which is actually considered an up day for this stock
MSFT and META capex going up, good for MU
Sea of red, and still MSFT and APPL are green, because of course they are
Long options holders on MSFT gonna learn about IV crush the hard way.
MSFT having a monster quarter.. Market “ the best i could do is +1.7%”
so everyone piling into MSFT tomorrow then? seems like the safest play rn
Did MSFT and META confirm capex increase?
MSFT frame mogging the market
Just need MSFT to open at $415 and I'll never touch that dog shit company that makes a lot of money
Well, consider, MSFT has been inverse semis. Semis are eating shit as META is getting punished for hiking capex even more. Thus MSFT up for keeping project capex in line.
Maybe if MSFT had actually fucking released Elder Scrolls 6 less than 15 years after Skyrim, their Xbox division would be doing better
Whose bitch ass is working to keep MSFT under 400?
No way MSFT stays at 400 lol
MSFT had a bigger pump on a random Tuesday morning lmfao
I need MSFT to do 10% jus to break even. Today is not the day.
There was a time when, if MSFT went up, QQQ would go up too, but now QQQ only follows the direction of those fuk ahh memory stocks 😭
finally MSFT moves up a little
MSFT issues guidance during the call so maybe wait on ordering up those hookers
And I almost AH sold short MSFT at 405. I’m such a pussy.
MSFT to $2000! Bill Windows' shitty AI and stupid office software are the only thing that makes sense in this market
Hedgie shills just tryna keep MSFT down
MSFT earnings are pretty good, but that means blood and pain. I expect -5% by open
I think they are a little different. MSFT may be better monetizing AI across businesses and that is the concern with spending. Google Cloud growth rate is higher but Google Cloud is smaller.
Looking at MSFT F your calls and F your puts