Reddit Posts
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Can someone explain the investment thesis behind space stocks?
MSFT will make bank off of OpenAi IPO. Simple math
Experiment to explain regards to stop losing money on earning bets using weeklies
MSFT looking attractive after this overreaction selloff
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
Why the app you’re using should be a stock you own ($RDDT)
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Back to back days of huge volume in MSFT after hours…
AAPL at $302, 36.6x P/E. Can AI justify the premium?
This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?
big tech's $350B AI capex is returning about 18 cents on the dollar
I have been buying up MSFT and NOW for the past 2 weeks. Microsoft sitting at such a low PE was crazy
I tracked recent Congress stock trades - here are the most actively bought stocks this month
Fired my old fart financial advisor, stopped swing trading, started taking profits, started buying the dip (PT. 2)
Tech strength today looks concentrated in semis and mega caps
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Pigeons are pooping right $NOW and $MSFT won’t allow red days or red meat
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Holographic/VR/AR Industry Development Weekly Report, Week 20
Everyone thinks $GOOGL is over valued. Does it mean it’s still under valued?
OpenAI IPO at ~$1T: Microsoft turned $13B into $228B. Now the real question is whether they hold, trim, or quietly watch their moat erode.
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Cerebras's $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.
My regardedness has earned me my first WSB post
🚀 MSFT Is Not Just Winning AI — It Is Unlocking a Robust, Multifaceted, Paradigm-Shifting Tapestry of Generational Alpha 🚀
MSFT: Is Microsoft’s AI dominance already inevitable? Looking for the bear case against this data.
Late starter..has that tech ship already sailed? Amd, MSFT, VOO?
CEREBRAS IPO 14th MAY’26 . Priced at ~ $150-$160/share.
Too Concentrated or just stupid? Microsoft
Robinhood is missing out by not offering 0DTE parlays
Every big tech is green from the beginning of the year, except MSFT. And it crushed earnings twice this year. I just don't understand.
Tracked my buys this year. Am I setting up for underperformance?
NBIS Q1 earnings Tuesday - I have been deep in this name for months
Is there a reason Qualcomm went from 125 to 220 in a week? No one uses them for AI, edge computing, soon Apple will not use their modems
Rate my Portfolio - invest and forget portfolio until 01-Jan-2027
You don't have to make up losses from the stock that caused them
DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle
Sold my MSFT calls because it started to inverse QQQ too much. Not a good sign.
Verified my portfolio app's math manually — $57.9K US portfolio, +25.7% — here's the full breakdown
Verified my portfolio app's math manually — $57.9K US portfolio, +25.7% — here's the full breakdown
$NGTF - UP almost 6% @$0.0296 on 452k volume. Nice Red to Green move, let's see it continue... The company is focused on becoming an innovative leader in the robotics segment.
Reddit Ticker Mentions MAY.04.2026 - $NVDA, $AMD, $SOUN, $MSFT, $SNDK, $SPY, $VOO, $XRX, $RDDT
Is Alphabet (GOOGL) the strongest company in the world?
How much Microsoft (MSFT) are you actually holding?
Steve Madden shoes (SHOO) outperformed NVDA, PLTR, AMZN, MSFT and TSLA
My Magnificent 7 DCA Portfolio
The days of $MSFT "Oh Woops" your files are gone are over - say hello to Cloud Forensics
Top AI Companies Agree to Pentagon Deals for Classified Work
Are analysts and price targets completely irrelevant? MSFT
7k-->12k, 70% portfolio gain in April
META and MSFT are trading at 21 and 25 PE respectively while having at least 15%+ revenue and earnings growth. Time to buy?
MSFT can only be denied for so long….
GOOGL, AMZN, MSFT and META: Hyperscalers Growth, CapEx, FCF and Revenue Backlog // NVDA mentions in earnings calls
Amy Hood’s announcement came in such a clutch, it reversed upwards 3% for MSFT
Quantum Computing stocks: IONQ, RGTI, QBTS, QUBT
Mentions
The May 8 top thesis had merit at the time — positioning was crowded, vol suppressed, NVDA carried unusual concentration risk into earnings. But the catalyst broke the right way: +85% revenue, Q2 guide raised to $91B (±2%). NVDA going into the print was the single biggest reason markets *could* have rolled — and the print resolved the uncertainty bullishly. The top-call needs a different anchor now. If you're still leaning short, the better setup looks like late summer when hyperscale capex commentary updates on Q2 earnings calls (late July / early Aug). If MSFT/META/GOOGL flatten their AI capex trajectories or extend deployment timelines, that's the credible deceleration trigger — not vol positioning. The K-shaped breadth concern is fair though. SPY ex-NVDA / AVGO / MU is barely positive YTD. If the market is going to roll, it'll be the leadership cracking — and the leadership just printed +85% revenue. Hard to fade that until you see hyperscale capex guides bend.
I was told to buy beaten down tech stocks. Got some MSFT. This shit sucks. Why didnt I just get some speculative ATH space shit? Am I actually suppose to trade like that?
I have shares in NVDA and MSFT whilst everything else is mooning, AMA
Dude fuck my goddamn fucking life. I don't touch volitile fucking memory stocks, and put my money into fucking blue chip beaten down stocks like META and MSFT, and I get fucking smoked. How the fuck does goddamn MU rocket 25% in a single fucking day because UBS says that the stock is worth 1600?? Why the fuck doesn't the market care about analysts saying that MSFT is worth 550-600??
This shit is so stupid dude. An analyst posts a price target and the stock rips 25%? Where the fuck are the buyers for MSFT? Analysts have been screaming for months that MSFT should be up near 550-600. Not fucking 415.
Those never end happy. You either regret selling too soon or waiting too long. Lot of people regret selling Nvidia at $ 180 (4 T or something) and now its 5.5 T. A year from now folks might regret not selling it at 220!! I do nibble in these tickers with small amount for pocket money. They are not investments for me. Also these big earnings swings are such a mindf\*ck. Imagine all your savings losing 20% in a couple of days or your investment underperforming S&P by big margin (GOOG last year, MSFT this year) You need a lot of conviction and future sight. I have neither :D
Yeah I got $NOW and $MSFT 🥲
I was regarded enough to buy $MSFT
If I hold MU - pullbacks are healthy and profit taking is perfectly normal. If I sell MU - moon is no longer the limit. At least I still own MSFT.
Boomers selling MSFT and buying Micron
No they're buying calls on MSFT and PLTR for some reason
Huh, I have something in common with MU and MSFT.
Why MSFT? I do agree SMR has huge potential.
And they have a 510 MSFT price target but no one gives a fuck. Almost like it’s just a made up number.
What do MU and MSFT have in common? Micro
My 12 month plays are MSFT GOOG NVDA so whatever
MSFT bag holders funding AI capex buildout stocks 😞
The market has always run on fear and greed. But over the last couple of years it seems like most tickers just won’t go anywhere unless they have momentum. Everyone just piles into whatever is going up the hardest and fastest. It eventually leads to crazy oversold conditions in lots of other stocks. And crazy overbought conditions in others. Then you get a bunch of buyers in those oversold names, which leads to momentum returning and then here comes FOMO gang. Rinse and repeat. I think that’s what’s happening with MSFT. It has no momentum. Just quiet accumulation and consolidation.
Have 10% of my port in FIG, NOW, and MSFT. Should I just sell and ape into space stocks?
Me thinking some 425 MSFT calls for Friday? Am i blowing my cash?
Dude what in the actual fuck MSFT. Why the fuck are you such a goddamn piece of fucking shit.
It’s okay MSFT you go up when you feel like it bb
MSFT are a bunch of clown engineers that are exceptionally talented at destroying their products. Linux desktop usage is up from a marketshare of ~2% to ~6% in just a few years. That's not good for Windows.
Or owning NVDA & MSFT 😪
I'm not positive on MSFT but META did announce less spend. They went down 10%
Tried to diversify some of my more regarded plays with META, AMZN, MSFT, NVDA calls and they’re brining me down big time.
none of space companies makes any money, more hype than real profit. If you want to in and out quickly to ride the tide, do it. Definitely not to hold for a long term. Long term holding MSFT. Not sure about META.
MSFT said AI is worse than human so no longer a semi stonk, just the same logic as walmart
MICRON is doing well and I see shortage of HBM4 and 5 chips over the next few years. It's still cyclical business but Micron, Samsung and SK HYNIX are signing Long term contracts. AI Data Center build up won't slow down until 2030s per META, AMAZON, GOOGLE, MSFT,..etc. I do think Samsung and SK Hynix stocks are much more undervalued. They are the most dominant Memory chip companies. Much bigger then Micron and yet their forward PE is still under 6. Next year Samsung will become most profitable chip company in the world. Overtaking Nvidia per many experts. Yet, Samsung stock valuation is fraction of Nvidia.
#$MSFT $300 by end of year LOL
MSFT needs to get into space AI memory
Atleast she didnt say MSFT
Can you MU retards drop a few coins in the MSFT basket
I've been trying to will MSFT to go up but it just wont. Its so dogshit
Just need a 10% pump on MSFT, META, AMZN and I'm out! Never looking back!
I thought I was finally done with value traps when I dumped my ADBE and PYPL bags only to find new losers with META and MSFT
Previously memory supply contract was for 6 months to 12 months period. However, both Samsung and SK Hynix are signing long term 2 or 3 years contract with MSFT, NVIDIA, GOOGLE, FACEBOOK and Tesla. Don't see big drop in profits next few years.
Probably because their growth will be slower/limited going forward because they are already such a valuable company measured in market cap. That's why I like it though, it's a safe bet. MSFT/AAPL/GOOG of semis. More predictable moves. Something like AMD/INTC still move crazy insane because they're still growing. NVDA already a proven winner with a historical balance sheet to prove it
MSFT is a POS but META is a good long term hold imo.
imagine buying MSFT when everyone started calling it MicroSlop instead of buying MU because that’s the sound bulls make 🫵
Buying both META and MSFT were my 2 biggest regrets. literally the worst pieces fo junk ive ever owned
Is that when MSFT moves a point?
I have a big position in MSFT but people here really trying to get some copium since they missed the semi rally. If you hold msft or bought msft or meta instead of soxx in the recent dip/pullback in march you have to accept that you were wring like me
The context is today Einstein, what's the point of mentioning yearly growth when it's pretty much guaranteed Magic 7 goes up every year unless they fuck up bad?(MSFT)
Alright regards, move your money to MSFT from MU. Pump it a bit for me
MSFT you’re trying my patience (in Shere Khan voice) 🐅
Imma need NVDA and MSFT to announce partnership in making memory in space!😭😭😭
yeah we talk daily about UNH and NVO before, now its MSFT. So many winners to pick from. (well UNH kinda recovered after 1 year..)
and your MSFT $500 calls?
If Meta and MSFT aren't going up after their Q1 performances, they aren't ever going up.
#The last time MSFT had a green day, Bill Gates was the CEO LMAO🤌
Imagine if you had bought RKLB instead of MSFT
New rule - if my VOO is doing better, reallocating - BYE AMZN and MSFT
You call MSFT trash because SP is flat over two years (doesn’t factor in dividends btw) but then say you should wait for a pullback to get into GOOG or AMZN. I hope you see the hypocrisy here.
#I'm old enough to remember when MSFT used to have green days LMAO🤌
MSFT stock is garbage, 0% return since early 2024, no reason to think that’s gonna seriously change any time soon
https://preview.redd.it/pre5jao2bk3h1.jpeg?width=1290&format=pjpg&auto=webp&s=ab7ace2452dbec2e8e6a1a7611a45f17d2d308d2 We share $MSFT in common
You chose lower risk over gambling. MSFT will have its moment.
MSFT, why don't you pump anymore?
MSFT will have its day but META is a money waisting machine with dying social media platforms
At least MSFT will recover soon enough, SaaS is only one part of them, their cloud infra will harvest growing profits for years to come still. They're also busy implementing AI in pretty much everything they have. If they can't make AI SaaS profitable eventually, then I doubt any other SaaS company can.
-60% on my MSFT calls, I’ve been holding for 4 months. Surely it’s going to recover before theta decay begin in a few months.
If I sell MSFT what do I buy instead? NVTS? AMD?
MU pulling a SNDK now. While INTC is pulling a MSFT
I hate MSFT more than 50 Cent hates Diddy.
Seems like a lot of fomoing out of MSFT and META into the chips. You know what that means.
Are you pretending to be stupid or do you not realize it’s a response to the last paragraph of the op > Thanks for your help! Sincerely, a guy who just wants to understand and who is thinking offloading his laggards (MSFT and META).
we must imagine a world where MU/SNDK make money but MSFT/META/AMZN/GOOG don't
Oh please NO! We need MSFT to dump so the market can pump.
There are still too many bagholders in MSFT... If some of you will just cut your losses, it will moon! Lmao
MSFT puts bought me a fully loaded 2023 Toyota sequoia with 30k miles on it. When OpenAI goes down, a significant portion of MSFT goes with it. Fuck ‘em.
MSFT needs to change the narrative cuz right now it’s not good
MSFT...The market is closed. You can stop being gay now.
Just another day this MSFT bagholder contemplates $ROPE 😂
I own MSFT already unfortunately
SOFI, MSFT, META, NVDA (pumped a bit but now it's spent)
Its good to have some MSFT. I have a feeling that once the datacenter trade gets thin for whatever reason money will look for safety in the boomber mag 7 stocks again
If MSFT keeps dropping market cap, they have a great opportunity to prank the market by saying “we’re cutting most of our CapEx going forward…this whole AI thing really just isn’t very profitable, turns out”. It would be like throwing a grenade in the middle of this crazy semiconductor rally. Yeah it would trash their stock too, but it’s already happening in slow motion anyway. Classic troll move, totally worth it.
I sold MUU at $180. My two largest holdings are MSFT and NFLX.
C3AI is like PLTR? Or AMZN? Or MSFT? Or GOOGL? NOT!! They would like to think so but trying to get market share from these behemoths especially with a mediocre, unproven company like C3AI is unlikely. Good luck trying to pump it.
NFLX, META, MSFT holders - Lets create a support a support group for ourselves.....
The ADBE love is largely that they have rising earnings, are sitting on a pile of cash and their stock value has gone down quite a bit. Looks like an oversold-against-AI possibly. Yeah I've thought about that with MSFT that it's a large component of SPY and QQQ
MSFT pumped -1% today. Def a bubble.
YUGE News On MSFT!!!!! Stay tuned!!!!
What a day! META, AMZN, MSFT ripped me a new asshole
software is tomorrows play. I got $NOW, $MSFT, and $IBM
Of course MSFT moves the opposite direction of everyone else.
How tf is QQQ up 2% when META, MSFT, NVDA, AAPL, and AMZN all red
I don’t think he has short positions open. He’s stated he’s long on software stocks that got dumped massively on Claude fears. He’s said that the AI buildout is a bubble, but you can’t bet against it when the budgets are still flush with cash and earnings are hot. His AI bear case is that the capex may dry up after 2027 from big tech, who are pretty much the only customers. Given that Nvidia is locked into contracts with TSMC thru 2027, they have a risk variable that could become a problem if customers like MSFT/Meta pull back before end of next year.