Reddit Posts
Patiently waiting for MSFT to send me my emails
GOOGLE, MSFT, AMAZON, SPCX SERVERS DOWN - Dario about to cash in
Largest Wealth Transfer in History: Panicking Funds → Patient Retail
Anthropic sell-side briefing: key disclosures; is expectations mgmt underway?
I think it's time to rebalance my portfolioI should buy some NVIDIA stock
Name a better investor than Jensen Huang's wife.
After trillions of dollars are plucked out of AI stocks where does that money go next? I think I know
The selloff was an overreaction
Stop looking at QQQ and SPX. The AI trade already crashed underneath it.
WoW Forever. the real reason the ai market crashed today. just listen..
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Microsoft tightens oversight of neocloud data center projects with Nebius, IREN, and CoreWeave
Tax-loss harvest without losing exposure
Am I dum dum or should we not long GOOG/Short MSFT?
We’re in an anti-bubble bubble
How to turn $20,000 into $$216 million with $MSFT in one easy step [time travel involved].
Genuinely scared , NQ could be down nearly 3% by NY OPEN
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
Amazon misses on earnings and holds capex steady, adding to AI spending jitters
So it turns out that a year ago the bears were RIGHT: AI is cannibalizing Google Search
GOOGL: Everyone Was Bullish Yesterday, Now Google Is Suddenly Dead?
Oracle is backing off from cash burning. Will more companies follow?
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
Anthropic S1 - solid Growth. Encouraging direction..But ... Extreme Client Concentration and $450 Billion commits: The hidden operational Debt anchor
Anthropic - solid Growth. Encouraging direction...can they be the Google or SpaceX of the market?
Anthropic S1 - solid Growth. Encouraging direction but what about valuation? Inside Anthropic's Pre-IPO Financials
Anthropic S1 - who is ready to Buy the absolute top of the AI hype cycle. Inside Anthropic's Pre-IPO Financials
Dell is up over 200% in a year while almost everyone actually buying the racks has been getting smoked
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Forget the distractions, the AI trade hinges on Metas earnings report this week
We have now entered the next phase of the AI super cycle and here are the likely winners and losers
MSFT options collar: Avoiding constructive sale designation and understanding if strategy is sound.
If you had $100k to put into just one stock, what would you pick?
How do you think about holding concentrated positions after big gains?
The AI capex boom is increasingly a bet on AGI, not current economics
Bearish thesis on Microsoft ($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?
Mentions
hot take but after $ANT and OpenAI IPOs, $MSFT will end up like $INTC. They have no cutting edge technology. It's gonna be so obsolete in 2 years
How tf is MSFT not down bigly
Why doesn’t MSFT just get copilot to fix the issue
its been over 8 hours and MSFT still hasnt fixed their sht
I wish I bought MSFT puts today
Geez, and for some reason nothing happend when long term CEO's of GOOGL AMZN MSFT APPL departed. In fact they've all grow larger since. The hard work has already been done. Once you have built a core product with strong moat, it's much easiser to carry the torch.
people talking about outlook still being fucking down and shit closing tomorrow. MSFT HAS TO PAY FOR THIS. they will be badly hurt. puts for then next 5 fucking months at this point its going to 250
MSFT gonna fucking tank tomorrow
Shout out to MSFT for the *potential* 3 day weekend
MSFT probably offering laid off engineers 3x salary to come back and fix this shit.
The outage is only a reminder of just how massive, and important MSFT is. CALLS will print.
So is MSFT going to admit they got hacked bigly? Puts will to print tomorrow.
This doesn’t make sense, your point has nothing to do with Anthropic but you just have an issue with big numbers. Your post should say, investors should not invest in AAPL MSFT AMZN NVDA etc because the numbers are already too big
Good question. Honestly I think what's saving MSFT right now is that it continues to Excel in other segments of its business.
Who else got calls on MSFT?
How has MSFT not fixed the outlook issue lmao
Brooo huge puts on MSFT. This shit ain’t gonna be working until Sunday loool.
If MSFT got hacked, would it better for them to admit, or to give some version of the story that we’ve heard regarding flawed processes?
I can't open my spreadsheet that show me the numbers to make me sad maybe that's the best thing MSFT did for me in years
Calls on Yahoo! They will 10x their subscriptions due to MSFT fuk up.
How is MSFT only down .37% after hours with the Outlook looking this bleak?
$MU $MSFT $GOOG $SNDK if you like it spicy
If copilot caused this MSFT issue, we’re going into full economic regarded collapse
Did N. Korea hack MSFT?
Please MSFT do something good for once and don't fix outlook and teams so I can fucking not cuck for one day
That’s it, time for MSFT to layoff another 60k staff
I hope Microsoft servers stay fucked and some evil genius is behind this outage. Right around $ANT IPO , $MSFT starts having issues?! coincidence, I think not. watch how $MSFT goes to $420 after $ANT IPO. I am gonna bet on that tomorrow morning
Buy $MU $AMD $GOOG $MSFT instead
how long can outlook be down for before $MSFT actually dips 🤔
This is what MSFT gets for fking up email in the 90s wit like f onts n html n shit. Bitches.
Yeah I also thought MSFT would dip even further
Trillion company MSFT cant even fix their fking outlook.
Hopefully MSFT dips tomorrow because of this mess so I can buy some new bags, they'll always recover Companies can't boycot MSFT anyway no matter how much they want to, the entire planet needs them, boycotting MSFT is like saying "Wow the air smelled bad today, therefor I will boycot the air, I will no longer breathe and somehow still expect to survive"
MSFT never dips when major outage
MSFT going to tank because Outlook has been down all day. On the plus side, no work
Freak the fuck out and panic sell $MSFT
I’m lagging due to MSFT, who dis? :catblink:
Wonder if MSFT is going to take a beating tomorrow, the current worldwide outage is one of the worst and longest I've seen in many years
Full port MSFT puts. I need my fucking email
Outlook still down for me. MSFT lucky everyone talking about Jensen, this is a bad look.
Because MSFT products are shit. Bullish ANT
I dont think this CBRS pump holds and also why is every fucking neo cloud customer only MSFT AMZN ORCLE? Can we get some small mom and pop in there?
MSFT executives: "Fuck it. Make the call, bring him in." (camera cuts to a 400 lb Santa in slippers with a Hawaiian shirt, gym shorts, and flip flops chugging a fifth and smoking a cigarette while his phone rings)
If I was the MSFT board, I would be throwing everything I could (including a harem of coworkers and honeypot spies) at Jensen to get him onboard to fix their shitty ass infrastructure.
Maybe some AI went rogue and took over MSFT servers
MSFT outage confirmed a cyberattack, next up the US powergrid https://www.reddit.com/r/singularity/s/4nFUWgzMgj
the fuck is going on at MSFT
Appears to be affecting OneDrive as well. Well done MSFT, well done.
I was out of MU a long ass time ago. I think everyone piling back in is out of their mind. I've watched them plummet multiple times in my life. But hey, maybe this time it'll be different or something. Nvidia at least has CUDA, so they have that going for them. But I'd be kind of worried moving from a visionary type CEO with Jensen to a CFO who is probably going to run things pretty much by the book. At some point they'll have to likely pivot off of AI to something else as they're a one-trick pony of a company at that valuation, and some day that industry is unlikely to be the money printing business it is today. It just comes with the territory. It's why GOOGL/MSFT/AMZN are so valued as they have multiple core businesses and have been able to pivot over time.
MSFT shouldn’t have fired everyone nobody left to flip the switch off and on again
This MSFT outage might last into the weekend
MSFT really keeps fucking up now with Outlook. Stock should be sub $300. 🤨🤔
Of course it's a hack - you think MSFT going to admit otherwise? "Oh, we're just so busy our servers are overloaded" Pffffffffft, total BS
bro everything fucking down. entire internet is fucked. send MSFT to 400
Short MSFT - It's been out all day!
@MSFT can't even fucking do EMAILS
Massive beat and raise on CBRS, went down to previous Series H valuation, due to a bunch of share unlock post-IPO. Forced selling into share unlock like SpaceX, if you bought the day of, you would've made money. Also, "Executives will announce a new relationship with Microsoft, one of the world’s top cloud providers, on a conference call with analysts, Feldman said" CBRS now has technology deals with OpenAI, Amazon AWS, AMD, and now MSFT. Nvidia wanted to buy CBRS, it refused, then basically acquired competitor Groq. Clearly the technology is there, and CBRS is down only due to speculative post-IPO shorts on a share unlock.
That's why I dumped MSFT for GOOG
Nobody talking about MSFT outage?
still 🤡🌎 MSFT outage, up .40% NVDA CEO out, up 11% off lows this morning
and yet MSFT still green on day
MSFT doing its best to prevent becoming the second largest company in the world.
$MSFT is just down today so we can all join together in living this glorious moment in history :smoking:
Market is oversold but everything today is bearish and negative so idk. Also hilarious that $MSFT is positive somehow
Incredible that MSFT is green
I'd love to talk shit abour MSFT with my coworkers, but Teams is fucking cooked too
this MSFT dump is WAY bigger than you think. this outlook shit is going to have grave consequences . everything is fucking fake. big tech drop is starting today.
If MSFT was smart, they'd dDOS the stock market.
Do we think $MSFT is under the biggest cyberattack in history? Sure I missed all the discussion on it. Literally can't access anything lol
Yup can confirm, I work at MSFT and we're just a bunch of monkeys in a circus here. Anyway, I'm going to throw feces at my wall while you guys figure out how to fix this.
MSFT puts, or whatever-cybersecurity calls?
MSFT services are fucking trash
So, is there a delayed reaction to this Microsoft outage? I figured MSFT would be a bloodbath. Maybe too soon?
Lol, MSFT 25% workforce reduction might have made some salty employees?
this will be catastrophic for MSFT
Here's a bigger question: Why does MSFT suck ass
At this point it's clear it's impossible to trade anything on SPY/QQQ, there's way too many zero-day options on them making it very easy for the MMs to clamp it. Stick with trading individual stocks that don't have excessive options volume -- look how different NVDA and MSFT behave, NVDA has absurd options volume, MSFT has pretty normal/muted volume and trades way better ***because*** of it
Outlook went night-night. Fucking puts on MSFT
wtf is MSFT doing? Threatened by Anthropic office tools? Who the fuck is gonna change suites, it takes years for corporate to make a change like that. Ridiculous
still time to get MSFT puts were going sub 500 at this poitn
Teams is also down. It's shitshow at MSFT today
Puts on MSFT seriously WTF with this outage
MSFT so shit can’t even work
outlook STILL DOWN THIS WILL COST BILLIONS SELL MSFT
It is everything, not just MSFT https://preview.redd.it/qjlopdhih81i1.png?width=2023&format=png&auto=webp&s=f614a056d8cca09101b07f52466d32e7479ba698
Microsoft crash Might be nothing might be something BTO 2x MSFT 11/13 520p @2.75;
I'm not an MSFT bull but that's the dumbest thing I've ever heard.