Reddit Posts
The AI capex boom is increasingly a bet on AGI, not current economics
Bearish thesis on Microsoft ($MSFT): My DCF model indicates extreme overvaluation due to AI capital intensity. Tear my assumptions apart.
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
3 ways to invest in OpenAI and Anthropic (pre-IPO)
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
Microsoft - Going Long / Burry is going Short
I Bought MSFT, Betting Against Michael Burry
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Apple-Microsoft Correlation Analysis and Option Strategy
My Earnings IV crush story on MSFT and sharing October data
Apple and Microsoft Correlation Analyses and Option Strategy
AI Rotation from Harness to Model: How To Play It
$NOK & $MSFT are Bringing Agentic AI Into Telecom Network Operations
Why so little discussion on the capability of AI models in investing subreddits? Isn't it the most important question right now?
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
44k from META since selling MSFT a month ago
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Value / Margin of Safety Stocks to Consider?
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
Nebius ($NBIS): The Catalyst Set to Explode Tonight at 18:00 ET
Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?
With most 13Fs released, here are superinvestors' top 10 buys from Q2
Made $375k CAD day trading using margin in 60 days
MSFT has accepted delivery of IREN's 50MW Horizon 1 facility
$IREN delivers first 50MW Childress Horizon 1 facility to $MSFT
First ever closed trade on moomoo, and it's a solid win thanks to Microsoft
I'm deciding to sell NASA (tema) etf for tax loss harvesting, since I made around $300 in profit so far in 6 months. Should I do it or no? Needed thoughts.
Put ~$1.17M into MSFT. 29 days later walked away +$340K. 🫡
Ban bets Nintendo to $16 EOY and MSFT to 500 (when it was at 367) guy here. Ban bet to $25 by EOY.
free tool where you can enter any S&P 500 ticker and compare its historical performance
MSFT - bought the dip June 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT hits positive net gamma exposure right now
I’m rotating around 80% of my MSFT position into META. Here’s my reasoning.
Ban bet Nintendo stock to $16 by EOY and if it hits $16 I’ll donate some switch 2s to children Hospitals
Where would you put surprise inheritance money
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
four green days, one red, and the red one is the only one i learned anything from
FOLLOW UP POST - Full Port Microsoft - Undervalued !!! 🚀📈
Mentions
I think they will crash and MSFT will buy them for a song. Then, they’re back!
MSFT is already back at ATH by the time you read this.
Since you have the in. You’ve got to talk some actually numbers. What is this massive pay cut. And what was the actual stock grant for both companies. Want to hear it from industry insider. How much more could you have made working at MSFT vs spcx. We’ve only heard story from welder and cafeteria person from Spcx becoming millionaire. Want to hear the other side how much money had the engineers lost working at SPCX. If you knew the 2019 comp structure. It’s easy to work the math. I don’t know aside from online research. You work the industry you must have real numbers to throw around.
Stingy now? Or stingy in 2016? And how stingy? You have no detail other than my buddy said he is rich. Let assume the year 1 grants is around 50k. That would put the value of year 1 equity for MSFT at 465k today. 7.3mill if it was SpaceX MSFT was an incredibly safe bet 10 years ago and it still is. Spcx wasn’t. Regardless of what the grant was Msft had a 10x increase this decade. SPCX now that is public had a 147x You buddy is definitely not richer than day 1 spaceX engineers. Maybe if he climb up the rank and is now an executive.
There is level to wealth lol. Engineer that join say MSFT a decade ago isn’t on the same wealth level a say a day 1 employee of space X Even with wage increase and stock $ increase One ends up decently rich. The other ends up with generational wealth That’s the appeal of working a startup. Most startups however failed. None of Elon’s has, in fact quite the opposite.
I disagree that there is a moat in the intelligence itself. The real moat is the profitability of the underlying company, which is why I mentioned the hyperscalers winning the long race. OpenAI and Anthopic can have the most intelligent model, but their entire business model hinges on them reaching AGI and taking over the entire economy. Google, MSFT, Meta, Amazon, Alibaba, other Chinese companies on the other hand have actual profits that they make form other products. They can afford to spend a lot of money on training and receive a good ROI on their cloud compute business if they stretch out the time they take to release new models. Anthopic and OpenAI currently rely on fast releases because they have no value if they fall behind in intelligence. People make fun of google for having a weak model, but they can continue their game indefinitely.
DD for you all to think about. T Rump just raised the H1B visa fee from $1k to $100k. All the publicly traded companies are NOT going to pay $100k for a $30k year worker, neither are the big offshore companies. The unemployed tech workers will get snatched up pretty quick and it will soon (within 1 year) become a very large tech worker vacuum...meaning Seasoned US IT workers will be VERY VERY valuable, thus increasing their salaries to astronomical rates. Publicly traded companies that use H1B for now, will be forced to pay higher salaries to get the US talent that they abandoned for cheaper Offshore labor... Think about the impact this is going to have... MSFT, Oracle, AWS, and pretty much EVERY tech company, every large public traded company in other sectors use offshore labor...
Can't believe MSFT valuation right now. Ya gotta think people will be cancelling their subscriptions hand over fist in coming years.
On April 9th MSFT opened around $360 and ran to around $390. Today it’s at $535. Not too shabby. This is officially a day I’ll maybe look back on!
If someone could bankrupt MSFT in 2 days I will pay you handsomely...
I have a SPY 770p expiring next friday and some MSFT puts expiring in 40 days along with a DIA put expiring in 2 weeks. Dow is getting into resistance
I got a tasty MSFT put for wednesday
What we thinking for MSFT, anymore upside from here?
Is that 5m share red candle on MSFT from 4-4:10pm real or a RH bug?
Market closed and I forgot to post the trades. OOPs!!! Did a couple of roll outs and ins today. I've got some long dated put positions in MSFT that I keep rolling up and in as price allows so as to close them out earlier and I take a small profit while doing so. Took a profit when I initially sold them and again when I first rolled them and several more times when I once again rolled them. https://preview.redd.it/fxc2f3hlzhuh1.png?width=1203&format=png&auto=webp&s=25bb63296d155b97ccbabc42b4dcd6f833c7c715 |Date|Execution Time|u/L Symbol|Type|Qty|Description|Price|Est. Fee|Est. Comm|Est. Amount|Open/Close| |:-|:-|:-|:-|:-|:-|:-|:-|:-|:-|:-| |10/9/2026|3:44:17 PM|MSFT|Bought To Cover|1|MSFT Nov 20 '26 $435 Put|$1.17|$0.01|$0.15|($117.16)|Close| |10/9/2026|3:44:17 PM|MSFT|Sold Short|1|MSFT Oct 30 '26 $480 Put|$2.12|$0.02|$0.15|$211.83|Open| |10/9/2026|2:59:38 PM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.59|$0.01|$0.15|($259.16)|Open| |10/9/2026|2:59:38 PM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$3.08|$0.02|$0.15|$307.83|Open| |10/9/2026|2:59:02 PM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.59|$0.01|$0.15|($259.16)|Open| |10/9/2026|2:59:02 PM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$3.08|$0.02|$0.15|$307.83|Open| |10/9/2026|2:52:00 PM|PFE|Sold Short|4|PFE Oct 09 '26 $28 Call|$0.18|$0.05|$0.60|$71.35|Open| |10/9/2026|2:04:25 PM|MSFT|Bought To Cover|1|MSFT Nov 20 '26 $435 Put|$1.21|$0.01|$0.15|($121.16)|Close| |10/9/2026|2:04:25 PM|MSFT|Sold Short|1|MSFT Oct 30 '26 $480 Put|$2.23|$0.02|$0.15|$222.83|Open| |10/9/2026|1:57:05 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.84|$0.01|$0.15|($184.16)|Close| |10/9/2026|1:57:05 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.48|$0.02|$0.15|$247.83|Open| |10/9/2026|1:56:54 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:56:54 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.49|$0.02|$0.15|$248.83|Open| |10/9/2026|1:56:40 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:56:40 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.49|$0.02|$0.15|$248.83|Open| |10/9/2026|1:56:17 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:56:17 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.49|$0.02|$0.15|$248.83|Open| |10/9/2026|1:56:00 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.48|$0.02|$0.15|$247.83|Open| |10/9/2026|1:56:00 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.85|$0.01|$0.15|($185.16)|Close| |10/9/2026|1:55:48 PM|MSFT|Bought To Cover|1|MSFT Dec 18 '26 $425 Put|$1.89|$0.01|$0.15|($189.16)|Close| |10/9/2026|1:55:48 PM|MSFT|Sold Short|1|MSFT Nov 20 '26 $460 Put|$2.52|$0.02|$0.15|$251.83|Open| |10/9/2026|1:52:15 PM|NVDA|Bought To Open|2|NVDA Oct 16 '26 $217.50 Put|$0.59|$0.03|$0.30|($118.33)|Open| |10/9/2026|1:52:15 PM|NVDA|Sold Short|2|NVDA Oct 16 '26 $220 Put|$0.87|$0.03|$0.30|$173.67|Open| |10/9/2026|10:52:19 AM|MU|Bought To Cover|1|MU Oct 09 '26 $1035 Put|$13.30|$0.01|$0.15|($1,330.16)|Close| |10/9/2026|10:52:19 AM|MU|Sold To Close|1|MU Oct 09 '26 $1030 Put|$9.46|$0.03|$0.15|$945.82|Close| |10/9/2026|10:52:19 AM|MU|Sold Short|1|MU Oct 12 '26 $1000 Put|$4.50|$0.02|$0.15|$449.83|Open| |10/9/2026|9:49:36 AM|IBM|Bought To Open|1|IBM Oct 23 '26 $212.50 Put|$4.05|$0.01|$0.15|($405.16)|Open| |10/9/2026|9:49:36 AM|IBM|Sold Short|1|IBM Oct 23 '26 $215 Put|$4.84|$0.02|$0.15|$483.83|Open| |10/9/2026|9:48:38 AM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.83|$0.01|$0.15|($283.16)|Open| |10/9/2026|9:48:38 AM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$3.31|$0.02|$0.15|$330.83|Open| |10/9/2026|9:48:00 AM|IBM|Bought To Open|1|IBM Oct 23 '26 $212.50 Put|$3.58|$0.01|$0.15|($358.16)|Open| |10/9/2026|9:48:00 AM|IBM|Sold Short|1|IBM Oct 23 '26 $215 Put|$4.35|$0.02|$0.15|$434.83|Open| |10/9/2026|9:47:34 AM|AAPL|Bought To Open|2|AAPL Oct 16 '26 $312.50 Put|$0.33|$0.03|$0.30|($66.33)|Open| |10/9/2026|9:47:34 AM|AAPL|Sold Short|2|AAPL Oct 16 '26 $315 Put|$0.47|$0.03|$0.30|$93.67|Open| |10/9/2026|9:44:55 AM|AAPL|Bought To Open|2|AAPL Oct 16 '26 $312.50 Put|$0.34|$0.03|$0.30|($68.33)|Open| |10/9/2026|9:44:55 AM|AAPL|Sold Short|2|AAPL Oct 16 '26 $315 Put|$0.47|$0.03|$0.30|$93.67|Open| |10/9/2026|9:42:26 AM|AMD|Bought To Open|1|AMD Oct 23 '26 $545 Put|$2.51|$0.01|$0.15|($251.16)|Open| |10/9/2026|9:42:26 AM|AMD|Sold Short|1|AMD Oct 23 '26 $550 Put|$2.99|$0.02|$0.15|$298.83|Open| |10/9/2026|9:38:45 AM|AMD|Bought To Cover|2|AMD Oct 16 '26 $550 Put|$1.13|$0.03|$0.30|($226.33)|Close| |10/9/2026|9:38:45 AM|AMD|Sold To Close|2|AMD Oct 16 '26 $547.50 Put|$0.96|$0.03|$0.30|$191.67|Close| |||||||||||| ||||||||||$1,134.58||
Yeah, MSFT went up something like 7% the day Ballmer left, he was such a terrible employee.
This isn't preventing them from hiring H-1B workers. It is only preventing those H-1B workers from getting citizenship. It just locks them into the shitty purgatory land that makes it easier for MSFT to exploit them with a PiP threat. It's the Musk playbook. Dude basically held his Twitter H-1Bs hostage and forced them to work 80 hour weeks while he shitcanned all the Americans.
Should probably just hold NVDA, MU, AAPL, MSFT and AMD and just chill.
holy MSFT big volume candle
Order book on MSFT is gnarly above current price. Puts are free money
It favors MSFT, maybe its planning to do a new round layoff lol
If you were like AI bull+++ you better add into neoclouds while it’s down now until the thesis play out because that’s when it moons as institutional investors puke thier shorts. But if you were fine with less gains for smoother ride but still bullish on the current cycle and the neocloud price action annoys you, then you should scale away from it gradually post midterm for like a quarter or two. Then put it into the basket of NVDA, GOOG, META, MSFT, PLTR and soon… if I were you. I’d wait till midterm ends first though
MSFT sent me an email that changes are coming to my Microsoft365 subscription, but I don’t need to worry about those changes since they will tell me later. When is the earnings again?
MSFT is up here on less than half avg volume. Puts will absolutely print on a normal volume day
CRWV has already rented out their A100 capacity through 2029. The NVDA A100 was released in 2020. Obsolete? Doubtful. And yet hyperscaler top and bottom line grows and grows each and every year past 15 years. As has the stock price. I guess I get the last laugh as over decade holder of NVDA MSFT GOOGL AMZN.
MSFT back to 500 next week and I'm buying everyone a slice of pizza
LOL I guess you havn't even tried GLM 5.3. It's so good Anthropic had dropped an article basically promoting it 😂 Sure its not Opus 5.5 level, YET, but its a hundred times smaller and cheaper. My company completely switched from Claude to locally hosted GLM 5.3 Flash. To answer your question: "How many companies have the budget and desire to build a base model that can rival Claude?" You don't need that many companies, the future will be hyperscalers like Google and MSFT that make shit ton of money from inference and use part of that money to make bigger models. The only difference will be it will take longer for model releases.
Yup, as I am working on these realizing past n=12 data points are mostly useless. Plus the EV thing is also brutally pointless based on the past data. Working on perfecting it. The usual way I work with options is with checking IVRs to get an idea on when's a good time to short/long options. My MU and MSFT earnings went well.
Far-dated MSFT puts will probably be generational wealth
please give us a hammer down candle on MSFT, bill gates is a cuck
MSFT needs to dump, wtf bro
MSFT finally heading back towards ath
Somebody please take MSFT out to the shed please
When is the sell off of MSFT gonna happen before earnings?!
why is MSFT ripping so hard
I bought an MSFT put 42dte. No way this shit holds
Sorry guys NOOb here but if i buy MSFT at theexact open of the market could i still catch an upswing? of should I have boughten it last night or now
I haven't been too impressed with the included version, but we are a MSFT shop, so if it's better than a third-party, I'd be curious to test it. We kinda got the way we got because we all had our own personal favorites and then just merged them into company accounts. What does it do better than the others connected to all the MSFT MCP servers?
“They have no moat” Except MSFT is a huge shareholder (27% ownership) and is the undisputed king of enterprise integration. But yeah other than that…
MSFT to $550 tomorrow 👀
Nah meta to $1000 and MSFT to $700. Not cashing out yet
MSFT and meta dips 🤌🏻🇺🇸🦅
doesn't this mean MSFT calls tomo?
MSFT and meta the best performing mag 7 in the last 3 months and Redditors will still call them trash lmao 🤌🏻🇺🇸🦅
Up 40% in 3 months but yeah you right trash lmao. Up $45k in MSFT
Imagine not buying META and MSFT because of morals lmao 🤌🏻🇺🇸🦅
Convinced no one on here knows how to actually trade. They sell MSFT at $350 and buy SNDK at $2300 and blame it on the president lmao
I’m seriously considering full porting MSFT calls. The company I work for is getting absolutely ripped off by Github Copilot. It’s thousands of dollars for what a $20 Claude sub could do. And I’m telling them we need to use other tools but they are like addicted to the MSFT ecosystem. The only thing holding me back is how much of this is priced in…
Dude, if you are in FAANG then you know that desktop apps died in the early 2010s. Single player video games are the only remaining desktop “apps” that are still have any market value, and those have been steadily declining in revenue too. When Microsoft has been releasing their desktop apps as open source, and all the big games of the last 10 years are free to play, you know there is no avenue to sell local apps anymore. The entire industry moved into SaaS a long time ago to address that. SaaSpocalypse fears were real because that’s the current paradigm. Now your thesis on GOOG is valid, but it’s also valid for AWS, MSFT, CloudFlare or any platform provider (hell even AAPL to some extent). The more software people use, the more platform providers make money. All those clones will need platform services from storage, network, compute or even just distribution. GOOG isn’t even necessarily a leader in any of that, but it’s there. If that’s your thesis, then you should also consider other platform providers I mentioned as well as semis. Which everyone is already considering hence their insane valuations.
Hey fun fact MSFT is over 400 now
Could be MSFT, GOOG, other software companies. Or new companies emerge. There is an incredible demand for AI, the pricing is the issue. But token prices will go down as compute + technological developments scale.
MSFT is cutting usage of claude in favor of github and internal models and so is META. OpenAI is partnered with MSFT that has enterprise software embedded in every major company. This is where efficency gains are made at the productivity level inside of MSFT's moat: Teams, codex and copilot, outlook, 365, etc. Its actually more sticky than ORCL's database moat. Outlook is mission critical. Once Agentic AI becomes mainstream, the playing field will change once again. MSFT is becoming the umbrella where you can find every major frontier model built into their cloud offerings. Claude and OpenAI are frontier AI model companies and thats their moat and they will take turns being the pinnacle of frontier AI. Claude made some massive gains this year, as did googl with gemini3 but has since fallen off. If anyone is going to be the Yahoo of AI, my bet is on the maker behind the Kimi K3 model developed by Chinese startup Moonshot AI and released in July 2026, but i dont think will happen either. AI is the next industrial revolution. dotcom bubble happened so im not ruling out a black swan style event but the internet was still a game changer.
MSFT made a deal with Three Mile Island, clsoe enough
Shit. $20B in revenue is even insane for OpenAi last year it was what $6 billion? SPCX revenue is around $23B for 2026 and they have to spend it on rockets. In comparison MSFT revenue is $314 billion? And they have been around for how long? So going from $6B to $20B in a year is huge. Going from $6B to $50B would make OpenAI the fastest growth company in ever. Do I have all that right?
Oh, so the 70B number includes the money that MSFT takes as part of profit sharing. 50B doesn't. Seems fine.
What a day, even MSFT is red. I'm just glad to be exit liquidity for the powers that be before the midterms 🫡
The fuck? Google owns very little of the AI infrastructure compared to AWS or Azure. If anything, if this is “more people will use more AI in the cloud,” it’s either an Amazon or MSFT play.
Hearing Meta,MSFT and the sort shun Anthropic and OpenAI for thier own tools just makes it seem that we have one more euphoric pump after anthropic and Open Ai IPO
MSFT already has a 27% stake in OpenAI, so yes, this seems a likely outcome.
had a good day today, missed Vance hitting MSFT and Adobe in the teeth
Actually it's not, puts on MSFT AI search 😭😭
This is from 6 years ago. I'm talking about the present. """Microsoft only files H-1B petitions for those who meet the rigorous standards of this visa category..We pay our H-1B employees the same as any other employees doing comparable work." So I guess MSFT is also lying in their official statement?
Now this is the word. Even in MSFT when I was there it was dreadful to watch the amount of managers all from India in different countries working for MSFT. Total takeover, from what I read here it's the same thing over at other big companies... Horrifying.
Like what? all the options I'm aware of are needlessly complicated with very little ROI especially if I fuck them up. I had a somewhat similar position in MSFT that I exited last year and ended up paying $60k in taxes. I do wish I made more trades in my tax deferred accounts, but I only keep index funds there.
My entire professional network works in these kind of firms. From firm's perspective, they have to protect their interests by keeping experienced resources and if they can't stay in US - send them to offshore offices, and save money on salary. Satya was planned to meet meet DT just after this announcement. I assume MSFT is not supposed to be on the punish list.
Had my fill order for MSFT hit the exact amount I had and it filled someone else instead and I feel robbed
So companies like MSFT layoff average workers and replace them with foreign workers. Crazy that this has been happening for years
Just waiting for MSFT to close that gap so I can get 1DTE MU calls
Everything I sold covered calls on to get theta is pumping (RDDT PLTR) and everything I did not sell calls on (SNDK, MSFT) is dumping. 🔥 😢 Follow me for amazing investment advice fellow ~~retards~~ investors!
H-1b crackdowns apparently, MSFT and Adobe in shambles
MSFT if you could just shit your pants a little more that'd be great
Feel like MSFT should be getting slaughtered rn but its not
I just got the stupidest idea, MSFT 500P 1DTE, biggest investor in OpenAi, and it has just become a huge financial risk
MSFT cut off from H1-B visa program because of fraud
My theory: Eventually the growth will normalize. Everything associated with AI will suddenly drop. But money will flow back to those who are executing well, and generating real revenue from the AI. To me, that's going to be the quality companies like MSFT, GOOGL, and AMZN with lots of money and durable moats. And importantly they immediate become cash flow positive if they slow spending. The companies relying on that spend will have a more difficult time to recover.
No move after MSFT getting its H1B visas cut?
When SP500 and NAS100 are ripping at 17-25% yearly returns in past few years, the 5-5.60% yields don't seem all that attractive. I'd be concerned if overall earnings growth wasn't there; but opposite is true. You're going to see a lot of commentary that many members of SP500 index are not doing so well, and it's just a small minority rising the tide and lifting all boats. While this is true, I'm not concerned by it. When you have NVDA not only going to be breaking $200b in net income, and your AAPL MSFT GOOGL going to $100-150b+, but also growing, it really negates the laggards. When you buy the stock market index, or individual stocks, you aren't buying the broad economy. You are buying the best of the best companies or company. These are the like the 0.5%'s of companies - their outlook can be drastically different than Main Street Bob and Sue. A 1% income earner could only be struggling today if they make poor financial choices, not because they are being squeezed to a breaking point by inflation.
Should’ve kept my MSFT puts yesterday.
They MUST justify their spending. Which means they absolutely will MSFT is making big bucks from Copilot seats and credits. That is going to be the catalyst for the next run
ALLLLLL that BULLSHIT just for $MSFT to be up 1.5% from a year ago
Out of all the stocks I could've bought pits on, I ended up doing MSFT :screech:
MSFT and APPL sure love the good news floating around
#Tech funds: We have a sophisticated proprietary investment strategy to identify tech stocks” #Their Portfolio: NVDA, MSFT, AAPL, AMZN, GOOGL, META, AVGO, AMD #LMAO🤌
For NVDA sure. From some companies though, your cost basis if a trap that'll bite you in the ass when the stock comes full circle and never goes back up. But there's fsr worse investments you could make than NVDA, which is probably the 21st centuries MSFT or AAPL, both of which went up for like 2 decades straight
Rotate into them before earnings makes sense. I just need to figure out what mag 7 is best pick. MSFT is a good pick but already ran up a lot.
Why MSFT? They don’t even have their own model. They don’t own OpenAi
Well wouldn't you use your own models and not contribute margin to anyone else? Good for them. I'd use my own model and compute too. META and MSFT just got a little more profitable.
FTNT 17% MSFT 13% Amazon 13% GOOG 13% V 12% WM 10% SPGI 10% NOVO 6% Dexcom 6% Don’t do ETFs as not tax efficient in my country. Long term 10-20 year horizon here. Considering adding Hermes, Nvidia, Intuitative Surgical , Costco over next 12 months. Want 12-15 stocks ideally
MSFT will be 665 next year.
Getting bent over the counter and on all fours AAPL, MSFT and AMZN calls and puts 0dte. You can clearly see when it didn't work out lol
Hey cuntilevers, what about my boy MSFT, they even brought Daddy Wang
Yeah, I'm aware of the core philosophy of the product, this doesnt explain why NVIDIA, Apple, MSFT, Google (etc...), have such a similar weight and placement on the portfolio. To put it shortly, its more concentrated on US tech than I'd expect from an all cap product.