Reddit Posts
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
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?
Mentions
The market cap is really hard to justify, especially with OpenAI, AMD, Intel, Google, MSFT, etc all trying to build silicon to displace them.
If OpenAI goes under and can’t pay MSFT back that is a bad investment for MSFT but I think the real problem here is that MSFT and the other tech players investing money are the only things keeping OpenAI and Anthropic going. It is a fragile system where if one of the tech players can no longer continue pumping money in the whole thing might collapse . . . in a healthy system, a well performing company has so many sources of revenue that losing one isn’t catastrophic Allowing these investments to be spun (through accounting gimmicks) to appear as “growth“ created the incentive structure that allowed this nasty situation to develop. The SEC really dropped the ball and they can’t act now without triggering the recession. The question now is how many tech players slowing their investments does it take for this to collapse. OpenAI and Anthropic are never going to pay these loans back because they will never be profitable . . . they are doomed as is this bull market
I'm just asking for +5% meta, +5% MSFT and +10% NVDA today. Thanks
MSFT basing into open 👀
[I'm not an accountant, not even close] Also, MSFT doesn't get paid, they gave compute credits to OAI that get used over time. I don't know if that gets booked as top line revenue the way OP is imagining.
NVDA: LET’S FUCKING GO!! AAPL, META, MSFT, GOOG: no
wait for the next un-reasonable dip on a commodity or stock and buy leaps. See MSFT, META, GLD, QQQ(under 700) etc
MSFT about to pump🚀 Jobs data 8:30
How can MSFT claim $30b in revenue? Seems like the auditors will have something to say about that.
i've had enough of taking L after L with bag 7, tomorrow I am dumping all my AMZN, MSFT, GOOG, META, and putting everything into mofo IREN. lets fucken go baby!
MSFT is usually a good "goes down when everything else is going up" play.
Wow software dump, MSFT red, semis green. What is this, May
MSFT being down -1% makes no sense def making up some this move
MSFT down, market up ... tale as old as time
MSFT calls free money tm
No way MSFT isn’t green in the morning I lowkey might by 2x MSFT
MSFT red is so fake Green at open
Who is selling MSFT? I would like to speak with them
Fact: a lot of people in here bought MSFT puts when it popped and are now regretting it
Yes, absolutely. SKHY I think will just print cash the next 3-5 years. But if you want to see if the AI trade is over, look at what AWS just agreed to with Nvidia or go listen to their earnings call. Nvidia is finally seeing their margins drop in part due to HBM4 costs, but they're also raising prices on Rubin by 15%. With regard to AMD... I just don't have a good feel anymore. It went up... 5-6X when I sold, so I was happy there. I've been in Nvidia a lot longer and I've had about 10 different price targets where I was going to get out, but they just keep just growing. I think people are drastically underestimating the long term impact NVDA will have on the economy. That said, as soon as I hear an earnings report where AMZN, MSFT, META, GOOGL, SPCX slow their CapEx, I may choose to exit. I'm not particularly worried about Anthropic given their run rate, but OpenAI is a bit more concerning. I don't think that'll be enough to sink the market though. I'm also looking at Nvidia A100 and I believe it was CRWV that just licensed Ampere(which came out in 2020) for 100M through 2029. That's not proving a shorter valuation on GPUs like Burry has claimed, that's proving the exact opposite(as well as numerous other examples of renting out Ampere or Hopper GPUs, but that's the clearest example).
Guys MSFT is back to red like the good ol days. Reverse SPY right? Every dollar down = $1 increase on Spy. 🚬
Oh so MSFT won’t pump with with everything else but it sure goes down with everything . Fucking 🤡 stock
When the some of the valuable companies like (SPCX, MSFT, OpenAI, Google, Anthropic) in the world think we need exponentially more compute, memory and data centers to support their models and have the money to buy and proof of exponential model intelligence growth in not sure how you come to that conclusion.
You mean MSFT, GOOGL, AMZN, ORCL, xAI which account for over 65% of current sales… which one folds first? /s
NVDA has only provided guarantees that backstop 20% of that those customer buildouts and a almost all of of that capital will lent by major investment firms. Most of which will directed towards purchasing NVDA processors. It’s a brilliant use of the company’s balance sheet. Meanwhile MSFT, GOOGL, AMZN, ORCL, xAI are over sixty-five percent of sales. If any of them develop liquidity constraints you don’t need to worry about NVDA, you need to worry about the whole market imploding.
I mean as long as GOOG, AMZN, META, and MSFT are raking in cash from their core businesses, then NVDA's going to get paid. Those 4 tried Jensen's Coke and they are addicted.
It doesn’t matter if the company is going to continue to blow earnings out of the water? They’re literally caught up to APPL and MSFT dude.
yes I bought the top, was thinking of selling my goog at the bottom to buy MSFT at the top.
Yo, MSFT. What the hell?
Over the past 5 years SPY has outperformed AMZN, META, MSFT, NFLX and TSLA
MSFT saved the market last earnings for a couple of weeks and now daddy Jensen. These legacy stocks are so pivotal even if their own stocks are shit to play , market feeds off them
One customer represented 16% of the revenue last quarter for NVDA according to the ER? Has to be MSFT.
And INTC, MSFT, Nortel…
He's got 260k tied up in stock and another 13k in a call, this isn't life savings, this is someone who just discovered options and thinks he's Gordon Gekko. The -14k total return is the real story here, bag holding since $391 while the market's been doing its thing. That $450 call is basically a lottery ticket at this point unless MSFT decides to wake up and sprint 20% in the near term. I'd be more worried about the margin call than the "life savings" flex honestly.
did MSFT have another earnings
Did you miss MSFT pump $150 or what?
CRM software IGV is the new rotation MSFT next
MSFT gonna move with IGV
MSFT don’t need no stinking badges
https://preview.redd.it/sp27irp0erlh1.jpeg?width=1206&format=pjpg&auto=webp&s=efd833fb5c0dfd52908d586b50a212ca64436295 Calls on $META $MSFT $WOLF
guys Bill Gates just dropped a hot warning against AI's dangers. Puts on MSFT for being pussies
why are we propping up MSFT
do you think the sell volume on MSFT is high enough to send it to 490?\
MSFT is losing at AI so bad even gates is anti-AI!
CALLS CALLS CALLS ON META GOOGL MSFT NVDA. This is last chance for entry unto Generationally Changing Wealth. Baccarat
Yep took some profits from MSFT and started a position in AVGO. Lets go 🚀 just be patient, this thing is soon going lift of
MSFT puts was always the move
Avgo feels like what happend to MSFT when it went from $555 to $350. Can't beleive it was $495 not ago
I’m gonna give yall all upvotes for posting anything because this thread is quite recently. I don’t have any picks right now to share. I’m debating on selling some MSFT (Roth) if it hits 500 again because I see it sitting here for a while now, could be wrong tho.
show us your MSFT gain porn mate
OpenAI burns thru its cash training models and doing hard stuff then MSFT scoops up the finished result and incrementally improves from there
GOOG is the new MSFT, only shit everyday
MSFT is the best fucking stock ever
Will MSFT dump eet or no?
Satya had the audacity to tell us not to use the word 'slop' when posts like this exist. Puts on MSFT.
I think it’s the other way now with GOOGL / MSFT / AMZN / META. Without their CapEx, the market tanks. NVDA is a beneficiary of their spend
I actually predict a little rotation here shortly; NVDA will sell off and MSFT will go up
Apparently app, MSFT, intc, and amd ran after last nvda er. Might buy NOW calls.
Not selling my MSFT bags anytime soon. They're rolling out new AI features at a crazy pace and their fixed price AI-licenses are being replaced with much more profitable usage-based billing. Literally everything from them is being redeveloped with AI in mind.
GOOG and MSFT will be kingmakers again
Hey guys you ever notice MSFT are also letters in Microsoft??
What’s with the spikes in volume on stocks like CRM, UBER, HUB, MSFT after hours
The only 4 STOCKS/FUNDS/ETFs I'm actively trading are $SPY $MSFT $USO & $LCID. Through six months of active research she thanks to you doctors of degenerate regardency, I have learned about crack spreads and derivatives. I'm a Medical Biller and Compliance Officer in Infectious Diseases. I know arbitrage and actuary. The casino is a blast. Shout out to the @MODS for putting up with my shit memeing and rapid messaging. TL:DR. Calls until the election then wait and see. Everything ends at some point. 🤡🫡
Thats just not true, they guide for 7-9B because of their capacity. MSFT and META only account for 50% of their revenue, rest is a mix of enterprise and AI labs. Their reliance on MSFT and META will decrease even more after they built more capacity. You should take a deeper look at them.
MSFT 483 tomorrow, easy
They guide 7-9bill because they have 40 bil contracts with META and MSFT for approximately 5 years. Who else will pay them an additional 12 billion on second year?
That's what I thought at the MSFT ER when selling a short term call against my leap.
MSFT please don't let me down tomorrow. I need you to collapse to 480 🙏🏻
Quarterly reminder that ZOOM’s business model is selling a product that MSFT gives away for free.
why would anyone buy INTU instead of MSFT
They are going to push the price down on AVGO as they did with MSFT and PLTR, to name a few. Than start pumping it when most retail have given up and sold out.
No Im talking about Google/Amazon/MSFT etc actually claiming their direct investment in these companies as quarterly income, not the revenue associated with their business. For example, last quarter Google claimed $99 **billion** in income from unrealized (unsold) gains in Anthropic and SpaceX, out of a total net income of $112 billion. But these values were recorded back when these valuations were at their height, SpaceX for example has definitely dropped since then. If Anthropic/SpaceX drops in value prior to next earnings relative to what their valuations were before, I dont think it's impossible that Google ends up showing negative next income from the drop in those same unrealized gains. (Obviously 100% dependent on what happens with those valuations)
God damn it. Stop stepping on MSFT at 490.
$MSFT $NVDA - OPENAI CLAIMS ITS NEW CHIPS CAN OUTPERFORM NVIDIA PROCESSORS IN TESTS Scam Altman
fuck you MSFT piece of shit just dying to go red
MSFT went from 350$ to 500$ in 1 month and someone still complained :D
# MSFT is such a sad sack of shit lately
While I think the OP is right in the long term, I don't see much changing until Capex starts drying up. This bubble will pop. My gut feeling is that it needs it Lehman moment for that to happen, which will likely be OpenAI going under and taking several companies down with it. That said, the Mag 7 has been rallying and actually become an odd point of safety in this market. I'm using this to sell covered calls on my MSFT shares (former employee) in hopes that some of them get assigned once the price ticks over 500 again. NVDA I think has the most to lose here and has pretty much maxed out its value, which is why puts make a ton of sense, especially given their desperation of late to keep the house of cards alive. That said, while I could pop in 2026, I think 2027 is a safer bet. OP, add GOOG and META to your list.
MSFT red.. this pump is real and not gay
For me, the risk isn't secondary GPU liquidation prices so much as contract renewal terms down the road. If Microsoft signed a 4-year non-cancellable compute lease, lenders are mostly underwriting MSFT's credit to service the quarterly debt. What happens when those first multi-year commitments expire in 2027-2028 and inference pricing has cratered 70%?
Everything except MSFT 😫