Reddit Posts
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
Stop buying my position and crashing it 🤬😡
Built the Free All-in-One Smart-Money Tracker
Azure +39%, AI revenue +123%, 4th st. beat — stock down 30%. The market has decided capex is sin...
Trimming a +20% semi position to build a defensive sleeve?
Chat will these print? MSFT 12/18 $400C
MSFT Bear Call Spread, 96% PoP but risking 10x the credit — sanity check?
Got $10k saved up. Is MSFT at $385 an absolute steal right now?
If hyperscalers like MSFT, ORCL, META, AMZN, etc are down 30-40% semi conductor stocks can’t continue to go up! Says JPM’s Chairman of an investment Strategy Michael Cembalest.
$450,000 USD on MSFT + NFLX. Funded entirely by META profits 🥳
Hands down, MSFT is the worst fucking investment I have ever owned
my MSFT LEAPS exposure as of July 9, 2026
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
Liquidated all positions: Sitting on $1.2M cash for a 2026 macro restart. How would you deploy this for the next decade?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
MSFT update – holding the bounce, but still under pressure
Microsoft's $2.5B bet might solve AI's biggest enterprise problem
Weighing MSFT plays, straight shares or a long call
The AI capex numbers are getting hard to ignore, but I can’t tell what the market is missing
The move of $MSFT into physical AI is a transformation that warrants a buy!!
MSFT - Bearish Cup & Handle Pattern - Next $342.
Almost lost everything. I promise not to be stupid again…for now 😂
MU stellar earnings = SOXX ⬇️ MSFT & AAPL bad news = MAGS ⬆️
I'm retarded. Have a feeling this will go down even more.
MSFT, META and AMZN are generational buys right now
Any big balls betting on hyperscalers before the Q2 earnings?
Top stocks hitting 52-Week Highs/Lows - June 25, 2026 📈 📉
POV: You've been buying the MSFT dips for the past months
If you're not buying MSFT/MSFU at these prices what are you even doing?
MSFT and NFLX are cheaper today than April Liberation day last year
Instead of investing in dying companies you get in on one of the Mag-7 at really low value.
Microsoft is now cheaper than the April 2025 Tariff crash, yet TTM EPS is up 30%. Huge bargain
Market rotation is becoming obvious but retail is still stuck in old narratives
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Micron Price Target Analysis Part 2
📓 Daily Brief: Theta Gang Goes To Wendy's
Mag 7 selloff: real risk or just oversold panic?
Is it over for $MSFT. Microsoft Office is going the way of Adobe.
AMZN Extremely Undervalued
SpaceX stock tumbles 16.4%, shaving off most IPO gains since debut
What's might be driving todays fall for Hyperscalers like GOOGL META MSFT AMZN
AI is disruptive. Individual companies have never been more volatile. What’s the argument to not just buy indexes?
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
MSFT around $378. Falling knife or finally reasonable?
What do you think of "forgotten" tech stocks that are past their peak/cultural popularity?
Genuinely what on earth is going on with software right now? This is completely unhinged.
The AI trade is starting to look like a copper trade too
22% down on MSFT calls, scared, should I sell?
I have lost every position I've taken since june started.
$QCLS Photonics = Multi-Bagger Swing Potential: Solving AI Computing & Fundamentally Underpriced
MSFT Dec 2027 400C, who else loaded LEAPs this week?
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
somehow, MSFT opening tomorrow like
Mentions
My UNH baghold is stealing liquidity from my MSFT baghold
It’s wild that people here are so retarded they think blue chip investing is a stupid strategy lmao. MSFT is only up 40% the last 5 years, but 800% the last 10 (23% annual return), Amazon is nearly identical but a little under 7x at 10 years (21% annual return). Google 180% 5-years (12% return), 10x last 10 (26%). For comparison SPY is up 347% (13% annually) over the last 10, although it’s outperformed the first two the last 5 years. An equal weight in these three companies would have returned about 825% over 10 years, that’s 2.8x the S&P. But I forgot nobody here wants to retire in 30 years. They want to retire today or go broke and sling tendies until they’re 80.
The gentlemen over at r/ValueInvesting are gonna shove this MSFT green day down our throaths aren't they
Proof that Mag7 was being beaten down because all the money was going into the Ai shovel companies. Funny how when that stuff gets sold off MSFT etc start going back up. Clown market.
MSFT green, the market is cooked
MSFT hitting $400 premarket is our 9/11
I think the more useful comparison is where operating cash flow has been trending versus capex. MSFT's capex has been running hot on AI infrastructure, so the traditional P/E doesn't fully capture how much free cash is available. I've been pulling the quarterly financials on moomoo to track the operating cash flow versus capex split over the last few quarters. Makes it easier to see if the earnings quality is holding up or just being masked by the spending cycle. On that basis, it still looks reasonably priced, but not an obvious steal.
# Green MSFT? AND 1.85% premarket? we getting nuked
Sell PLTR and MSFT to buy more MU?
MSFT investors deserve the fate that awaits them 🫡
MSFT forming a MASSIVE head and shoulders while I see everyone in MSFT subreddit dancing with joy at recent small Green Days. It’s like going back in time to 2001 and just watching 🫣
Imagine not buying MSFT when it was at $350’s
Time to grab some MSFT stocks, I guess
don't understand why you're getting downvoted. You're spot on. I have MSFT, GOOGL & AMZN bought at $375, $363 and $239 and I plan on holding these bad bois long term. As far as semis go I'd love to own TSM, NVDA and ARM however I'm waiting on them to fall. For me it worked out perfectly because I bought when there was blood on the streets. Especially on Microsoft. There are a lot of opportunities in the market, however I'd keep some cash on the side as well in case of a market crash.
**BanBet Won** — /u/CEO_of_SOXL (1W - 0L, 100%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $396.00 → $400.00 | +1.0% | 9h 12m | Won |
MSFT will reach 525 today
MSFT will reach 525 today
If MSFT goes bankrupt will SPY go to 12000?
I don’t think this company is bad investment it’s just opportunity cost will your capital in this or something that has higher growth and some what of decent market share like MSFT or META
MSFT really really wants to go to 400
It’s all about capex. This is especially true for the hyperscalers. First one to announce they are reducing capex will see their stock rocket at the expense of every other company downstream from them, likely bursting the AI bubble. Watch it be MSFT.
do you guys think hyperscaler earnings will pump even if they increase capex? I think a capex increase is priced in atp. MSFT down almost 21% on the year, meta down 6%, amazon was flat up until a week ago.
I wish $MSFT will crash some more in the coming months. Windows 11 is legitimately getting worse than Vista. What a pile of shit.
Bro what are you saying? Semis ripped up on this news. SOXL was inverse IBM. Your thesis is correct but it didn’t take down semis it took down software with MSFT NOW and any other software name immediately plunging in the same candle.
Brah literally sold MSFT at 19 PE
Because IBM has not yet finalized its complete financial reports, the company does not break out specific, standalone server revenue numbers. However, the broader **Infrastructure division** (which includes servers like the IBM Z mainframe line) reported a **7% year-over-year revenue decline**. Zuck said they use it for "internal AI research and product development" - AKA they use ai to create slop and and constantly processing the slop. They are considering selling instead as it MAY result in more money. “I don't know anyone in the industry who feels they have excess computing power,” Regardless, its bullish for Amazon, MSFT, Google. Not so sure about the chips.
As a MSFT bull, that wouldnt surprise me lol
Bought MSFT puts at close. <385 by Wednesday
Dollar cost avg every week/month into MSFT. Much better than trying to time a steal of an entry
MSFT to $0 while Bill Gates uses all revenue to snap up his beloved Little Saint James Island
I mean in this case, why would Anthropic, who owns and operates one of the leading models, lease out their servers while also use renting SpaceX's servers? There is also quite a bit of circular financing going around, so it can get more and more trick in trying to calculate whether the demand is for AI or for cloud (the latter in which MSFT, GOOG, AMAZON, and even NVIDIA are doing business in). And then you have META, with one of the poorest track record for Capex spending, who is now now trying to rent out their hardware. Then you have the question of whether the actual AI consumers be willing to fork out hundreds of thousands of dollars for results that can very from good and acceptable to bad.
That one day MSFT hit 350 was generational
AVGO or MSFT what do I buy?
Lol. You are comparing Nike to a software company? you must be very new. I would not be touching any consumer products and trash like Nike. You will see MSFT go up 10% on earnings soon. They've just almost doubled there cloud GW capacity and huge scale enterprise of co-pilot emded with claude/gpt. its free money.
I have no clue what to buy anymore, I’m just lost in this market. On one hand I want to go in on MSFT but no for a fact if chips rip again this is cratering right back down. What else is even a good deal right now? Maybe HOOD looks poised to rip, I could hope for a rebound in space but that could take a while and is entirely hype driven
I just sold $META after 3 weeks holding for +20% and bought $MSFT. Lets see if I get burnt trying to time the market.
Goddamn this market for making MSFT look attractive lmfao
Rotate from memory & chips into what?? IBM & MSFT?
The year is 2092. NVIDIA is $206. After long debate, MU and SNDK have both decided to be repurposed into fraternities. AMC has bought NFLX after its continued 70 year decline. MSFT filed for its third reverse split to stay above minimum bid. AMZN and COSC have merged into the world’s largest combined superpower. AAPL has continued to cement itself for what seems like will be an eternity as the world’s leading mega-cap, having solved global carbon emissions by planting trillions of fruit-bearing trees across the world. It is $316. 0dtes are now considered leaps and have been replaced with 3mte (3 minutes to expiry) Nature is continuing to heal.
MSFT is shit Not all value plays are good I thought NKE was crazy value for the #1 clothing brand in the world when it went from like $100 to $70…. I got my ass destroyed The saying “don’t catch a falling knife” is very true Let others take the gamble. Only get on the ride when it seems safe
$MSFT is free money in the MAG 7 and you guys dont even realize. theres a free 10% coming in 1 week in SHARES. I was right on all so far, meta, google, reddit, memory puts and so much more. 4300 shares deep into $MSFT at $490 and ready to PRINT
Dude you have SPCE, UNH, all the Reddit meme stocks and crypto. Like wtf is Trump crypto. I just looked it up and it’s down BIG time like \~$10 to \~$1 in 1y. And then .03 shares of MSFT? I personally hold a bit of MSFT but Your priorities are all wrong. If you’re gonna follow everyone’s advice just focus on ETFs and STOP buying anything else.
Nowadays AI-Option Algo funds playing more dangerous game, like pump dump stocks like leverage ETF. Yesterday $IBM crashed 25%, like 1987 Black Monday 22%. Think if $NVDA $MSFT $META $GOOG $TSM $AMZN any one of the big blue crash 25% in a day, how big economy damage? 0DTE scam by Option Algo funds
$IBM CEO probably thought to give preliminary for AI-HW investment news, stock spike, then at real earnings, give strong numbers, stocks skyrocket again to 400 Unfortunately $IBM crashed yesterday 25% by AI-Algo funds meme behavior $MU $NVDA $AVGO $TSM $MSFT $META $AMZN $GOOG all AI adoption going well. Still AI infrastructure need spending by many. If you need to adopt AI, do spending for AI-hardware infrastructure. Nothing wrong, good part $IBM has strong cash flow no debt for AI-HW spending. https://preview.redd.it/a42pecn78hdh1.jpeg?width=374&format=pjpg&auto=webp&s=9cd5769d6db7b63017cd49985c4e7ba5be24eae7
Yesterday $IBM lost 25% market cap, even today red. Look last 6 quarters earnings. In reality, miss was not big. AI-hardware investment nowadays push by all. Even $GOOG $MSFT $META $AMZN all adopting AI, even big spending for AI-infrastructure $IBM never loading debt, FCF remain strong. It’s AI-Options Algo funds chaos. https://preview.redd.it/4iqztdk26hdh1.png?width=793&format=png&auto=webp&s=7683675528b22d702493055d1a9a27a40151c63a
**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $400.00 (above) | $396.00 | +1.0% | 23h 60m |
MSFT shall set me free of this poverty stricken generational cycle. I’m so sure of it I might just put in my 2 week tomorrow. Flip your own fucking burgers
¡Banbet $MSFT $400 tomorrow.
Love it or hate it, MSFT shares long term is maybe the best risk/reward profile I’ve seen in a while.
MSFT so close to 400 again. I feel like it’s gonna touch it and then the markets going to go to shit again for another month lmao
Every day MSFT teases me with 6% phantom wicks
MSFT has gotta hit 400 tomorrow
MSFT carried my account today, i'm mentally prepared for a dump tomorrow
Insane how AAPL is at ATH when MSFT is down 20% YTD
$IBM its SEC job to punish Algo scammers SEC should possibly looking/investigating which Option Algo funds yesterday manipulated $IBM crash Pure Archegos style pump dump Algo. $MSFT $MeTA $GOOG $AMzN $QQQ $SPY Big tech and big blue going big earnings, global revenue spike
Still plan on holding through earnings? I don’t like most software long term and MSFT is the largest software company in the world.
I’m that MSFT $840,000 guy. Pretty happy. Trimmed my position before yesterday. Bought AMZN, GOOG, and META in the extended hours. Up $40k since then. Just buy MAG7 shares (minus Tesla, because fuck Elon)
$IBM market cap now 200 Billion. What a bargain Still $IBM has higher revenue compared to to $CSCO $AMD $AMAT $SNDK $PLTR $IBM pushing AI & Quantum, spending is common and make Tax write up, instead of paying Tax, spend for growth. $META $NVDA $MSFT $GOOG $AMZN all did that. Options Algo drama last 2 days Fact check, IBM numbers not bad https://preview.redd.it/d0sikzjtufdh1.png?width=788&format=png&auto=webp&s=de73b982d663586500a82e8e87cd914d34495966
MSFT to 300 or 500 EOM depending on how azure sales went huh
July 28-29th… Fed meeting **and** MSFT earnings release. Bears so fukt.
US gov has been fond of them for decades. And I agree that has likely helped. Same with MSFT.
Would be sweet if MSFT finished above 400 today
The inverse correlation between MSFT and high-beta stocks right now is crazy
MSFT 400 close today and I nut into oblivion being up 400k wewwwew
I’m going to sell some MSFT calls around 485 strike for right after earnings in a couple weeks.
holy MSFT!!! I knew this was a good purchase (\*purchased at 450)
$META $MSFT $IBM all big blue are gloabal companies with wide range of global revenue
US Govt taking a position in MSFT now too or what?
I could sell MSFT for a small profit or I could keep it for a few more months for an even smaller profit.
I am afraid even Google earnings may not help much. Need to wait for MSFT earnings. Till then MSFT will pump while Semis will stay range bound. After that MSFT is sold and money is rotated back to Semis. Also MSFT earnings call are the key barometer of corporate AI spending. So that's critical.
NVDA, MU, thank you for being here! But. But. MSFT is a tough guy to beat. MSFT IS A TOUGH GUY TO BEAT
Must be wild to be a bear and see both MSFT and SPY green.
MSFT is up after all regards sold out to buy the chip dip😮💨
At current conversion rate, MU had to lose 5% for MSFT to gain 1%. MU really has to drill down to 0 for me not to be MSFT baggie no more
give me a fucking V MSFT
fucing MSFT bleeding, come on, give me one proper green day.
i knew MSFT was gonna sell off my fucking god this has to be worst fucking stock to ever be
Man I’m very close selling MSFT with my 1% green gain
MSFT green while all else perishes. Clockwork
The Mag 7 strikes back today! Well 5 of them at least. AAPL, AMZN, GOOG, META, MSFT all taking off 📈
MSFT is lacking atm. Keep up, boomer stock
fuck you MSFT pos wouldnt be surporsed at all if you went red today
Look at the bright side - MSFT and META are green again in the bloodbath
dont count MSFT out not going red
$SPY $QQQ $SMH $XLK big ER time There are 12000-20000 target attacks on Iran, market digest and move higher. By strong earnings Few more even 1000 times more , does it make difference to market ? Big earnings drive index high. By $NVDA $MU $META $GOOG $AMZN $MSFT and so on
Comon send MSFT to low $300"s
Looks at Googl, AAPL, AMZN, MSFT, META... Looks at QQQ, SPY...
Not buying back in until MSFT moves with the market again
Naturally, MSFT with the shrek candle after I sell my calls at a loss.