Reddit Posts
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 !!! 🚀📈
[LIVE Webinar, Sunday, August 2 at 11:00 AM ET] Top Stocks for August 2026 Based On Artificial Intelligence: AI's Highest Conviction Stock Picks | LIVE Forecast for NOW, MSFT, PLTR
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
There’s no way these ppl at simpler trading make money
Crazy week, what should I do with my remaining calls?
You can guess where I bought GOOGL then MSFT
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Mentions
You do the risk/reward that is acceptable to you and live with the results. No diversification is generally not best nor is diversification beyond a certain point. I have QQQ almost since the beginning and I'm up 1,700%, I have MSFT, GOOG, and AMZN as individual stocks and 10% in the money market and a house. I can live with that combination. Everyone has a different mix but at least know what you are doing and why.
Burry has at least had some really good calls this year. Ackman last I saw was actually negative on the year, though MSFT might have bailed him out. I don't even understand how any professional investor could be negative on a year like this.
I don't see proof he's wrong yet. Fundamental business isn't really in the toilet, just not stellar and it's McDonalds turn for the sentiment dumping. People were dumping on MSFT last year, not so much anymore. People were dumping on ADP earlier this year, not so much anymore. Somebody gets an idea that things are falling apart with a grain of truth and the sheep all jump off the cliff. It should recover in time. I don't know about 340 by Q127, but MCD will be fine.
I didn't take a call position on Apple because it failed to sustain the $340 level; my MSFT short is slightly in profit. However, I detected a "so, what happened to your correlation analysis?" tone in your comment, and you are right. I had already laid out the possibilities as best I could... yes, the best-case scenario didn't play out I didn't enter the Apple call option, so there is no profit from a call. But the correlation between them continues to decline, and my MSFT short is slightly profitable. We'll see what happens. Of course, I could be wrong thank goodness for stop-loss points. And yes, as you noted, this correlation pricing was a bit late to materialize. Still, I pursued the trade because I wanted to capitalize on that pricing dynamic. https://preview.redd.it/rugnp9qbqcrh1.png?width=1261&format=png&auto=webp&s=93bace3754eb283d7f443053037c9e2fd637848f
MSFT opens Quantum research facility.
Who cares about corporate AI, MSFT can have it. Consumer AI is where the *other* big bucks are. 3.9B DAU would like a word.
Future bag holder. Corporate AI revenue will remain in MSFT
It might be time for MSFT calls now they're finally doing some real halo layoffs. Imagine doing the worst at your one job and the company still keeps you for 20 years 🤡
wow you paid up. i bought jan 27s today. this just reminds me of when everyone was shitting on GOOG then MSFT then META. like it just feels like when reddit is so inverse on something the market makers spin it around to fuck them.
I’ve been doing something similar but with some fundamental differences. MSFT was one of the first options I wrote, I made 3,000 USD from memory (in July)
He is stupid he just has insane game breaking advantages and resources on his side. Look at his recent stock trades, moron sold at META and MSFT' lows despite all his cheating lol
Just be patient, I took LEAPS options on META and MSFT before they popped, same with CRM. You’re hunting, and to be a good hunter you have to wait, these 0dte traders are retarded
lol 🥭 disclosure has him selling the July bottom on MSFT and AMZN
Mag7s were never not buy the dips. All you had to do was long MSFT AND META this years and with only shares you'd have been up 50% this year
There is something about MSFT crossing $500 mark.
If MSFT breaks through 500 it could offset my GOOG mess!
**BanBet Created** ▲ | **Record:** 2W - 2L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $523.42 (above) | $498.50 | +5.0% | Sep 30, 4:42 PM |
It’s 1999, you’re partying, ripping lines, showing off your MSFT shares. Nerd in the corner buys bonds and puts belt to ass on your port for the next 15 years lmao
Google is my largest position. i hope it drops to 310 and becomes the most hated mag 7. Then double my position then see it pull a META/MSFT
Can’t tell if MSFT is going to blast off or crater to earths core
For anyone curious I bought SPY, MSFT, NVDA, AMZN and GOOG yesterday so naturally that was the top.
MSFT added like 400B in a day, it's normal when a stock it's so beat up
why would MSFT be an AI loser
Just like MSFT right?
MSFT being held at 500 holding up the V!
Why does Wallstreet hate MSFT above 500…
Could had a 17 bagger on MSFT puts this morning but paper handed 😔
I have been buying shares of the mag 7 every time their current p/e dips below 25...or at least start to think about it. When they are under 20 p/e, I absolutely buy shares. In the last 5 years, it has always worked out. I know trailing p/e is not really a great indicator, but it seems to work with the mag7, or at least with META, GOOG and MSFT, in my experience
do the people who gamble on GOOG and MSFT hate their lives?🤣
MSFT IS RED, every time it pumps premarkers it ends up red. POS
# MSFT is such a piece of shit, from 2% up and now only .25%, what a joke
Of course MSFT dumped. LMAO
Why the hell doesn't IBKR allow me to close my MSFT position?
MSFT can never continue its momentum
MSFT is weird as fuck. Market goes down? It goes up, vice versa.
Muse told me last night to sell MSFT and buy GOOGL.
My MSFT calls are ripping
My MSFT 500 call for end of today still alive. Hold 15 more minute
Whenever MSFT is Green in Premarket you know it’s gona be a roller coaster day
MSFT green = short the rest of the market Thank me later
MSFT is going to disappoint me and rug at open isn’t it
MSFT, please! Don’t do me dirty
MSFT to $520 today!!
Wouldn't these three keep their respective moats against open source models? MSFT has access to the MS office suite. Muse has access to FB, IG, WhatsApp. Google has access to Google maps, YouTube, Gmail, etc. The open source / open weight part doesn't magically open up access to these closed source products, which is where their real moat lies?
Avgo, MSFT and oracle ❤️❤️❤️
set limit order for MSFT 502c the chart looks good ik expecting a run
ok fair. MSFT looks like it’s gearing up for a run
Whenever the NYT v. MSFT/OpenAI lawsuit finishes is my guess OpenAI can't afford to pay licensing fees
I swear wall street hates MSFT above 500
BB ONDS & MSFT rippy tomorrow
MSFT starts its next leg up tomorrow?
I think that’s the most common mistake I see that all AI bears make. They see NVDA investing in their ecosystem and automatically assume that means that everything is fake. All big tech companies invest in other tech companies. MSFT invests in OpenAi. Google invests in Anthropic. Could list hundreds of examples. NVDA is printing so much fuckin cash, what else are they going to do with it? Pay a dividend for boomers? They’re already doing $100B+ in buybacks. Much of their investments are in companies that supply the materials that NVDA relies on. The entire industry is supply constrained. For example, investments in COHR, GLW, and LITE allows the suppliers to build new capacity to meet the insatiable demand, while allowing NVDA to lockup that supply until 2028, while their competitors scramble. But somehow, this means that AI is a bubble.
You could’ve bought MSFT leaps and probably made money tomorrow but that’s just me lol
I’m full ported in MSFT and LUNR across both my accounts, call me a boomer
Let's see. What would AAPL, MSFT, AMZN, WFC, ISRG, V, NFLX have gained if that were my portfolio? Because if I were to have picked individual stocks way back in 2016, these would have been the likely names.
GOOG and MSFT are bigger disappointments to me than I am to my parents
Yes, that would be wild. Because if you did that in 1998 or 2005, you'd be crushed. Because if you are wrong on 2 out of 5, you are crushed. It is all about size and risk. First, remember that if you own SPY, right now that is \~28% NVDA, AAPL, MSFT, AMZN, GOOG. Going index already exposes you pretty heavily to these companies. If you want to skew that heavy, I am with you. But skew, not go all in. You can add in some QQQ and lean heavier, while still having diversification support and exposure to up and coming companies (like how 2016 you would have missed NVDA). If you really want to stock pick, make it the secondary. Vast majority of my investments are in broad index funds. That is my wealth. I do have some other, smaller accounts. A trading (not investing) account, and then an account that is my medium term buy and hold - companies that I want to be heavy in. Yes, that account has outperformed the market pretty much every year. However, I have had some horrible, terrible, no good investments in there. If they were sized up to be a tenth of my total portfolio... they would be devastating. But as just a tenth of my side account... the risk is appropriate. If that account went to zero tomorrow, I'm changing vacation plans but not changing retirement plans.
Dear lord, I promise I’ll take profits this time. Just bring MSFT back to 520, ADBE back to 285, and NOW to 170.
got it, calls on MSFT
You can't dump into any random stock on any random day. You might have ended up with MSFT at 550, MU at 1200, AMD at 550, GOOG at 400 - timing is absolutely important. Yes, time in the market is eventually going to beat repeated entries - that doesn't mean you can't make your initial entry as good as possible. McDonald's is a forever hold, in my opinion.
The NARRATIVE changed. It happened with MSFT, AMZN and GOOGLE. NFLX is going through the same negative sentiments , negative narratives , analysts downgrading stock and questioning its growth . One the narratives changes , NFLX will also rally
Both fair, and I'll take them straight. On the first, I'm *not* claiming AAPL and MSFT move for the same reason. Different drivers, unstable correlation, exactly as you say. That instability is the point, not something I'm ignoring. I don't model causation; I track the empirical correlation *regime* and trade the shift, and the shift I flagged here is them coming apart. A fixed correlation number would be the fallacy you're describing; a regime that flags when they go from together to opposite is the response to it. Whether that's tradeable comes down to one empirical question, do flagged decouplings tend to persist? not a story about shared drivers. On the backtest, also fair, and I won't pretend. This post is one live example, not a backtested edge, and it's \~2 years of regime data, not 3. What I do have is a published monthly scorecard: every flagged regime turn, hits and misses, nothing cherry-picked. For this pair specifically, 10 prior decouplings at this level, median \~18 candles, 7 lasted 2+ days — that's the persistence evidence.
so the orangge man dumped MSFT guess the stock is cooked lmfao. everything this idiot buys is pumped like DELL
do yall like MSFT callz
GOOG and MSFT when will you run. Why can’t you be like your chad brother META
How would you allocate $100k between AMZN GOOG MSFT?
i did roughly the same, bought MSFT at around 370ish and sell at 496 for 300shares, and move to meta, bought at 550ish, and sell at 720ish, but for meta i only bought 200ish shares. i wanna buy more at 530ish level but it just rocketed to the sky.
MSFT can you please stay ABOVE 500??
bagholding META, MSFT, GOOG, SNDK. Time to let them cook (I know they will rise up), I am stepping away to enjoy a hot bowl of soup now...
Many said the same thing 20 years ago and boy were they wrong. Plenty of space in the playground for all to play And all three are aiming for different niches. MSFT has the enterprise ecosystem. Out of the 3, they have the lead on corporate use cases Meta and Google are both fighting for the consumer market. But meta has the lead in social. Whereas Google has the lead in everything else It might end up with Copilot = corporate, Muse = social, Gemini = life admin
All AI companies plans to delay IPO, those debt load private equity redemptions skyrocketing, soon may go bankrupt at higher rate. $BX $KKR $APO $OWL & many to watch. SoftBank put $ARM as collateral to support OpenAI, if IPO delay $ARM crash $MSFT $META $AMZN $GOOG all see AI winter
# MSFT is such a joke, how is it going to lose all its pre market gains and go -1%. Absolute 🤡 shit
MSFT starting +1.5% and immediately reversing to -1%. Pure cinema to my calls.
Everytime MSFT announces some partnership, it just takes a shit. Lmao
MSFT gets a Price Target Upgrade and the Stock just says: Go Fuck yourself.
Yes SNDK, continue to rise such that when you fall, you will lift my MSFT leaps to heights previously unseen.
Still up 50% on MSFT calls but this shit keeps drilling I’m just gonna sell
People here bitch about MSFT, but AMZN just may be lowkey worse.
MSFT with maybe the ugliest pre-market into opening rug
You still don’t know how META got so many users. META can easily put a download button and promote it to their 4 billion active users. GOOG might be able to do it, but not to the same extent. MSFT will have a harder time getting to end customer.
Please let MSFT pump to 560 today for no god damn reason
And it'll take maximally 6 weeks for Google/MSFT to do the same. There isnt enough money in the world for all of them to be resoundingly successful.
What stock is currently hated like Meta was a few months ago and MSFT before their earnings call?
MSFT $550 today or naw!
Yes, but MSFT gonna shit itself
Dogs of the MAG7 has been a pretty great strat for the past couple years. META was so clearly the most undervalued one after dropping into the 500s/share. Especially after MSFT popped.