Reddit Posts
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
Loss porn with a profitable day to cap off the month
Gambled my girlfriends account on MSFT and paid off
New to options, so far doing okay, but I feel the big red coming one day
Me after selling my 6 mo MSFT bags for $170 profit and texting my mom that I made a killing of Microsoft stock
Revenge traded a NFLX loss into a $700,000 MSFT profit 💰
I see you out here freezin' like a bum, eatin' out the dump. MSFT the illest out the bunch. The butterfly was a caterpillar once.
I wish I never invested into LUNR and NASA. been waiting for a few weeks to sell, but ofcouse dip keeps dipping....
How to properly evaluate MSFT's capex (including neocloud contracts)?
US Stocks are Reddish..What’s Your Go-To Short-Term Pick
I have been saying for the last 4 months to buy Microsoft. Check my post history
Why is Microsoft (MSFT) up ~8% premarket after earnings?
Why is Microsoft (MSFT) up ~8% premarket after earnings?
MSFT AND META BOTH SET BILLIONS ON FIRE FOR AI. ONLY ONE GOT APPLAUSE 🚀📉
My Thoughts on $MSFT and $META Earnings and the Maturing AI Trade
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
Meta was Down 10% and MSFT up 8% After hours
🚀 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.
Mentions
MM working overtime to keep the MSFT 500 calls out of the money.
Any chance for MSFT to fall 20% in 2 weeks?
Sold for a gain. Then bought MSFT calls like a moron
$MSFT getting dumped faster than someone who ate Taco Bell lettuce
Why tf is MSFT dropping now, what did Indian CEO do
$MSFT ouch that hurt
small MSFT short position here. 09/18 400p
MSFT red SPY gonna follow.
MSFT going red? We all know what that means.
I ended up doing it when MSFT was 502.90 and just sold. $90 hooray lol
MSFT starting to look toppy. Puts for Oct?
Just hit over $300k in my fidelity accounts. The compound interest is insane when you go half port into MSFT and it pumps $100 a share 🤑
MSFT will be back to $400 in no time. It will drop just as fast.
Yeah that was the move. MSFT been sideways for years now. It’s about to pull a Google
MSFT continues to pump next week or what?
bought GGLL. Goodluck to all. DD: MSFT ran 25%, goog didn't move.
one thing to count on $MSFT it will fall and when it falls it's hard
MSFT ran 25%, goog barely moved. They are macro correlated. Ima long goog. Goodluck
I made some money on MSFT last several days so I obviously put it all into HTZ today 🚀🚀
I'm shorting MSFT and if it's the last thing I do
Microbros is MSFT finally back after the long dark year?
The post MSFT earnings AI and semis bump seems to be stalling out. Yes?
I truely hope they smash MSFT right into the baby maker today 😡
Google M MSFT ORacle V
Most of the ultra-cap companies aren't any good to trade since their volatility is so dampened. The best times to trade them is after they've spent weeks bleeding down like MSFT and SPCX
GOOG AI division in internal turmoil meanwhile, MSFT: MUHHH COPILOT
MSFT gave up on ai and told everyone to use others ai
MSFT is up 30% from like 2 weeks ago, crazy.
$MSFT is cheeky sneaking past $500 with all this noise
US loses $23k jobs in July, 20k from MSFT layoffs
You might want to box the PnL (selling MSFT short to match the delta, for example) until you can close with long term capital gains, but I don’t know your tax bracket or cash needs. Otherwise, you can always roll the strikes up if you want to take some money off the table while keeping some risk on (taxable at short term cap gains, but still money in your pocket). Gratz on the gains either way you go with it.
Has anyone tried to build servers in the cloud? MSFT is out of VCPU
full port into MSFT Ackerman was right to dump AAPL for MSFT
Need my MSFT and PLTR shorts to print
I seriously can’t even imagine not having bought the MSFT dip. They literally print money. They can do anything they want at any time at all.
So MSFT seriously pumps non stop without pullbacks. FML.
So is MSFT going to infinity???
retards was clownin on MSFT like it's some memstonk.
Profit taking on $MSFT
MSFT clean road upwards
I just fucking love that you can tell someone big is underwater big time on MSFT and is gunna get smacked with the margin hammer if it goes over $500 xD
Kind of funny that MSFT is down during this Nasdaq rally.
$402 is a major GLD hurdle. NOW $127, MSFT $496. it appears that msft has cleared it.
Looks like MSFT is back. Going red when everything is green.
MSFT red premarket. Normalcy returning
MSFT trying so hard to reach 500
70% of $MSFT ai revenue comes from one customer... mem is cooked
I got MSFT gains but on trade Republic can I still post it? \~40k
I sold all of my MSFT
did you know, if you invested in MSFT 1 year ago you’d have 5.5% less money 😎
If TakeTwo (TTWO) earnings report that GTA is delayed... MSFT pulls back. If they announce that it's shipping on time... MSFT might get a little love. Maybe sell off 7 and hold 3 a bit longer. Either way, fuck you and congrats!
Has MSFT peaked? Or not even begun to peak?
Reminder that MSFT is only up 3% YTD, and if you change it to 1Y it's down 5%.
Bloomberg has been openly working for the bears for sometime with this. These articles are designed to make you read a headline and not critically think. MSFT made 330 bn in revenue the last 12 months. What you’re talking about is less than 10% of that.
Let’s make sure we define “AI stocks” \- memory names seem to have topped, atleast short term.im guessing that’s what you’re talking about. They dropped 30-50% and the markets are still at ATHs. \- Nvidia, Amazon, Google, etc all at or within striking distance of ATHs. These are the ones everyone actually worries about (specifically nvda). \- software is actually starting to rebound, from tenured names like NOW and CRM to “bubble narrative” names like palantir. Honestly, we’ve seen huge draw downs in software, hardware, and mag 7 (MSFT, meta, nflx) this year. And the overall market continues to hold strong
Until this week, MSFT has been rather down this past year. 553 to 349, oof.
Lol? Those companies go up means MSFT/AMZN/GOOGL go up which means they give NVDA more $$$ which means NVDA calls
MSFT gap up tomorrow?
How much more does MSFT have to run?
„Microsoft, Google, Amazon and Nvidia all benefit heavily from the current AI capex cycle“ What?! Didn’t know MSFT is selling chips or memory😂
Eh it’s not much. Like $600 or so. Literally one stock and FSR. My position in exxonmobil is much higher and QQQM. I’m actually mostly trying to divest from the stocks that don’t pay out a reasonable dividend compared to their value (MSFT dividend yield was ~0.75%, exxonmobil is 3.5% or so last I checked)
Been bag holding MSFT since like an ape I bought the top last time and it finally went green. Contemplating just selling it and put the funds into exxonmobil and QQQM/VOO. Idk yet. Need a regarded take to convince me otherwise.
Your reasoning on the AI monetization loop is pretty sound but I'd be sweating putting that much into one stock right after a big run up. Meta's at like all time highs no? I do agree the MSFT circular money thing is a bit sketchy when you look at it closely. What about diversification though, you going all in or keeping some powder dry
MSFT is 36% of my port at 386. Trim or nah?
That’s also one of the reasons I like META. They are still highly profitable despite not having much cloud: all their profits are not depending on this conventional cloud business. I am worried about the fact that a lot of companies with this cloud business (e.g. MSFT) hugely rely on unprofitable AI companies like Anthropic / OpenAI.
Not sure if I’m taking META over MSFT in any market but I agree it’s undervalued. I think the return is there long term but the logic doesn’t make sense to liquidate 80% of the position into META. I think 30% would’ve been a better play.
Again, despite pissing away money on the metaverse, they still end up have better PE and forward with MSFT. A simple way to think: they’d be at 800 if the metaverse stuff went well, they should be at 700 after pissing that money away, but they are at 590 now. MSFT is a good business, but it’s already priced fairly now with a moderate PE. The reason I bought them in the first place was because they were getting too cheap (not anymore).
I’m dumping my MSFT shares tomorrow. I’m up 30% in 3 weeks. I’m out. This market is too psycho for me.
Where is the profit coming from? If they are selling model usage to other AI companies then that profit is likely just debt that the buyer (MSFT, GOOGL, etc) took on and justified with company valuation based on rising stock price. If stocks stop rising or start falling that becomes a problem real fast, no?
Port got nuked when I got into MSFT calls last November. I ain't falling for it this time. Puts it is (Watch MSFT go to 700 within a month)
Meta sucks. Stick with MSFT
This dump on GOOGL is braindead. Also MSFT can’t go above 500
LOL a week ago 🥷s was clownin on MSFT
HTZ announcing MSFT merger tomorrow
You’re living in a delusional world. Their growth is +28% year on year. Better than MSFT and better than GOOGL.
Everybody was clowning on MSFT all year for "falling behind" on the AI race and now its the only company pumping the brakes into funneling cash into the AI furnace and suddenly everybody likes the company now
Thanks for the DD OP, buying more MSFT shares and calls now.
When OpenAI announces insolvency MSFT going to go down at least 50% in a day
Not going balls deep on MSFT Calls when it went sub $400 **a week ago** will go down as my 2nd worst bitch ass move ever. "Smoll PP" - that should be my flair.
MSFT has over a 40% net margin on their entire business. They are not some speculative play relying on OpenAI to keep the lights on. Rotating out of a cash machine because of some circular funding theory is wild. Giving up stable earnings for a short-term story.
> I'd sell both my kidneys before I'd sell MSFT top signal
Feels good holding MSFT, I'm not sure I'll even sell them anywhere next years. None can truly compete with them. People keep saying shit like "yes there is, look at AWS, Google, Linux, and so on". Brother, those only cover a part of what MSFT does. Yes, if you're a small/med corp with limited IT-infra you can relatively easily switch to something else, but if you're a big ass corp or a goverment institution you can completely forget it. Why do you think China still heavily uses MSFT even though they've been trying to get away from them for decades already? Not to mention MSFT is developing and releasing new Azure-based AI SaaS products at a crazy pace. And do you know why this is going to generate a shit ton of money for them? Because unlike their initial AI products like Copilot, which were based on a fixed subscription rate/month, pretty much all their new Azure based AI SaaS product costs are based on Azure usage/credits. Meaning you're going to pay per prompt/action. And what has been their biggest stream of income before AI? Azure. Even if customers will be like "Nah thanks, we'll just stick to the monthly licenses. We're fine with the limitations." - Those boys will end up paying double as well. Microsoft released the 100$ E7 license a few months ago, whereas most of the world currently still uses the 50$ E5 license. And even though companies and goverments have always been like "Nah thanks, we're sticking to the current E\*number\* license": they WILL buy E7 eventually. Why? Because MSFT always only adds the newest, biggest features (improved security, improved producity, new tech, whatever else) to their newest license (in this case E7). They did the same in 2015 with E5, after E3. None was planning to buy it; everyone eventually had to. I'd sell both my kidneys before I'd sell MSFT
I remember selling options on MSFT at 440 thinking it was a steal after it dropped off from 550 on overwrought news, only to watch it melt down to 349. No way am I making that mistake again at 500
What in the actual fuck is going on with MSFT?
Same, thank you MSFT
**BanBet Won** — /u/NicestUsername (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $463.66 → $500.00 | +7.8% | 3d 21h | Won |
MSFT just broke the $500 barrier. RIP MEMORY 2025-2026
MSFT finally 500+ again. Feelsgoodman
MSFT was always the play...just took some time.
MSFT $500! Next stop $600.
MSFT is such a tease with that $500 mark
**BanBet Created** ▼ | **Record:** 1W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $488.86 (below) | $498.83 | -2.0% | 23h 60m |
Honestly what I should of done, was nothing at all. I sold MSFT for decent gains on the way up, then bought more GOOGL only for that shit to tank immediately. If I didn't do this, I would be up way more and no stake in this dumpster fire of a stock.