Reddit Posts
SaaSpocalypse > SaaSdemption - back to ATHs? Including MSFT
Beyond the Hype: My "AI Meets Atoms" speculative basket
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Where's that college kid who bet MSFT would be at 450 in august
I am sorry about my previous dd calling the top: I was wrong. But there is more to the story
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
Ultimate DD: MSFT is the best stock in the word because they OWN ALL OF YOU
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
MSFT + RDDT: THE BOUNCE IS BACK, REGARDS
Guess the point where I enabled margin and started playing with options. 🤔
Many of you wanted to know my next move: You should probably short META
It’s SO fair! I LOVE you all I LOVE you all!
Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
It’s not fair! I HATE you all I hate you all!
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Can someone explain the investment thesis behind space stocks?
MSFT will make bank off of OpenAi IPO. Simple math
Experiment to explain regards to stop losing money on earning bets using weeklies
MSFT looking attractive after this overreaction selloff
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
Why the app you’re using should be a stock you own ($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.
Mentions
ORCL MSFT we are so back, told ya!🚀🚀🚀😮💨😮💨😮💨
Damn I put $83k in MSFT around low $400s and still wish I bought more
Looks like MSFT may rally this week when I sold all my leaps that have been holding for 3 months
Damn! MSFT at 464 right now.
After so many days of pain with MSFT. It’s paying me, love you my ghey son.
Can someone please tell me why NOW and MSFT are up so much
MSFT $500 by end of week
NOW IBM MSFT ORCL SAAS stonks🔥🔥
MSFT is gonna make shed a tear 🥹
These MSFT tendies this week gonna be nice
I bought 380 and 400 LEAPS when MSFT was trading at 380
MSFT been on sale for weeks
#MSFT was painfully obvious around 400 wasn’t it. THANK GOD I DID NOT BUY IN
Willing to bet no regard here bought MSFT calls around 400
what do you mean "miss the recovery", there is thousands of bagholders, they won't sell MSFT if they held till now.
To continue on my last post which you all seemed to like : The market (algos) will not be forgiving on the MSFT rebound, this is where retail like us always lose. They will shoot the stock to 500-550 in a blink of an eye and we miss out on the recovery. I hope some of you were or are able to get in and capture some profits before the big money takes most of the move away from us.
All of a sudden regards on this sub want a piece of MSFT after shitting on it for months!
Do we trust these hyperliquid prices on individual stocks like MSFT
They do all the time for Apple… Nvida as well actually, so this should favor MSFT, if they don’t shit the bed publicly.
You heard it here first: everyone and their mothers are going to FOMO into tech stocks AMD MSFT META NVDA MU Everything will raise like crazy this week I hope you have calls
All eyes on NVDA x MSFT presentation tonight, any signals of increased co pilot adoption will shoot MSFT up 5-10% over the next couple days. This is where wall street had the most concern for MSFT, AI spending vs adoption.
And ofc i bought into $MSFT
Everyone here so focused on momentum they didn't realize MSFT at and below 420 was free money
totally agreed. I compared NOW with MSFT when it was 380. NOW is the one who won’t be replaced by AI 100%
I found this diamond in the rough called MSFT might become big one day.
AMD puts and MSFT calls will print on Monday
Rotate from everything into MSFT, this is financial advice
MSFT to 500 would put my portfolio green for the first time since November
Lol MSFT is at 474 on hyperliquid with high volume
Yeh but beside that. HOOD gave me MSFT, so I need that to pop by Thursday.
Glad I loaded MSFT. I love these stories of AI being more expensive than keeping expensive human engineers on staff.
The fuck is MSFT doing on the board?
Rotation from hardware to software via end of month rebalancing. MSFT mooned at the same time. June is software month. Strap in
I’m hoping MSFT goes up.
Because it isn’t simply providing the office suite but a fundamental computing operating system, which the majority of consumers are inducted in. Ever switched between OS’s, no one likes it. Not to mention I don’t soon see their suite products having cost per seat revenue reductions. But even ignoring those things, I believe the scale of MSFT will allow it to selectively participate in AI by strategically buying companies in the ecosystem. The important thing is revenue doesn’t appear threatened, and the PE ratio at the recent low suggest serious value for tech.
1. 1x inverse WSB OP 2. **2x inverse WSB OP on front page** 3. 3x inverse WSB OP on front page at the top OP already made it to tier 2. If it wasn't for the SPCE madness, I would suspect my MSFT to fall back down to $399 for this BS. OP should just STFU and not jinx us.
DRAM until Q1 2027 and I’ll evaluate selling then. TSMC owns the world but there’s a big China invasion risk I see in H2 2027 and beyond. I am out way over my skis in MSFT and DRAM.
My understanding is Robotics are sensor heavy and Sony is a market leader. ( They recently announced a partnership with TSMC for this specific purpose). I'm not holding shares in either Sony or MSFT, but Sony is on my hot list and I'm watching the TSMC partnership closely.)
Calls on MSFT or Puts on MU?
Facts MSFT is still undervalued Heavy in all index funds and still under ATH
AI trade probably chills a bit short term, but “plateau” is where secular trends usually just consolidate before another leg up. SaaS had a nice little redemption arc last week but most of those names are still tied to rates and macro more than pure AI hype. MSFT at ATHs again feels way more likely than some huge rerating back into old school SaaS multiples across the board. If you want to play it, I’d do quality names like MSFT and NOW, not spray and pray the 2021 junk.
Why do you say Sony in this context? Disclaimer: I am a roboticist, MSFT & SONY shareholder… MSFT on HELLA margin with avg $378 price
CRM, APP, NOW, MSFT (sort of, but not really), TEAM
Understandable, I only got 2 MSFT calls expiring in 3 months and was $7Kish. Wouldn’t mind a stock split, to bring down these prices.
MSFT Azure is literally the worlds second most popular corporate SAAS platform, plus O365
They own like 80% of what enterprise runs on. Office, GitHub, Windows, etc. And that’s where the real money is at in AI. Once corporations start paying a few thousand dollars for each agent to read teams messages and work in Excel instead of hiring people. MSFT can just use the best available model.
In on 3 month RGTI and MSFT calls. Feel like MSFT has been the closest thing to free money I’ve seen. Don’t personally see MSFT as SaaS, but I can only assume the market does. That’s why it’s been a good buy despite waiting for fucking ever for it to get moving.
MSFT can only save the market, MU is done
Right. Are we really going to sit here and think MSFT wont take out all time highs? Its a buy, just like Google about 8 months ago.
I personally keep a tighter stop loss on stocks that have hit my target and had massive runs. If I get stopped out I may throw more cash in for a swing trade, however I don't like long term investing in stocks that have already broken out. I did rotate into some beaten down stocks late Thursday like NOW, MSFT, HOOD, and SOFI to try to catch a rotation. It depends on your investment thesis though. If long term investing then deploying capital at specific increments seems smart as the normal ups and downs of the short term market don't matter as much. For me my long term investment is my 401k. My Robinhood account is short/mid term trading. Not financial advice, I'm regarded.
i'm specifically talking about filling the gap. i'm not worried about my massive MSFT holdings i'm just curious if there is any legitimate liquidity behind hyperliquid
It'll be interesting to see how it plays out. On the one hand, they projected Q2 profit at 0.56m. On the other hand, they've been deceptive on numerous occasions about the performance of their models, how they treat users, how they measure KPI. Big names like MSFT and AMZN started dropping their subscriptions. Open source models are catching up. I personally think the future will be local models, whether we reach AGI or not.
Imagine everyone who uses Microsoft Office products or Google Search + Gsuite uses AI in the future. And not basic Copilot "Clippy" AI, legitimate Claude style "do a week worth of work for me in 10 minutes and when you finish let's build a skill to automate that in the future" AI. Tell me how it's not going to be as valuable as MSFT or Google. Or do you think Walmart is bigger than both of those?
Oh no. Remember what happened MSFT when Steve Ballmer and Gates when they danced on stage?!
I thought the rebalance was take out of Nvda and put in MSFT
Yeah it be like that. My cost basis for AAPL and MSFT are low to mid double digits, but I only put 5k in both. I divvied up my other funds into staples, smh.
I’d get SPCE now, and get more META, MSFT, AMZN with the gains
They’re all big and unsexy but I agree with your theory on MSFT and think it will trend upwards over time.
Of the three, AMZN has the most potential long term. Meta I think has the most potential on a one to two year time horizon. MSFT most potential for a swing trade.
One thing META doesn’t do is innovate. It’s flop after flop. They are living off their instagram acquisition Amazon and MSFT for me. Split between the two.
For me this is easy: AMZN, based on the massive demand for AWS, trainium chips, positioning for a leading role in robotics. Not META because it is all-in on an AI model that is not on the frontier and unless it meaningfully streamlines their business, they’re spending a lot on a model that isn’t likely to emerge as the winner vs google/openai for personal and anthropoid/openai/google for enterprise (and in my mind their social media products a at risk of regulation and societal distrust). Not many business leaders trust Zuckerberg either as he’s a shifty character. Not MSFT because they are all-in on OpenAI which seems to have significant challenges in terms of its leadership, and its second position in both enterprise and personal. There’s been shaky integration execution between AI and with Msft products. And there’s a real scenario where XAI transcends, because they are the least compute constrIained (Elon is the fastest at building data centers, and Jensen wants to see Vera Rubin come alive ASAP, so they’ll get preferential distribution). Also Elon hates Bill Gates and Sam Altman, and in case you didn’t notice, our AI czar, our NASA administrator, our Sec of Treasury, our VP and even DJT are all Elon aligned.
META long, MSFT short, AMZN sideways
META is a solid company in terms of revenue, P/E Ratio, etc but is completely failing in terms of narrative. Their efforts at developing their own AI products suck and their own LLM etc compared to Anthropic is completely losing the race at AI profitability. This can turn around quickly if they make better strategic decisions though the Zuck at this point is notorious for terrible strategic decision making, e.g. the Metaverse. MSFT is in a similar boat, completely failing the AI narrative but a solid business. Even if competitor SaaS companies can now produce office-suite clones far cheaper than before, the cost of switching is massive and risky compared to just sticking with Microsoft Office. I wouldn’t sacrifice my business’ operational flow to save a few percent off my SaaS bill. MSFT over-invested in OpenAI but seem to be getting the message with their new NVIDIA/TSMC venture. They’ll be backing the right horses soon and it will pay off, just not as instantly as with other stocks. AMZN has a very bright future in space with their Kuiper project and Anthropic investments. The space market will print money eventually but with recent setbacks, not soon. However they own 20% of Anthropic whose product is currently replacing software engineers on $200k+ and they also own huge amounts of the compute that Anthropic will need to pay them for exponentially over the years. The Anthropic investment will pay off massively over the years. They have a total money-printing machine with their core operations and the future is very bright, again it just won’t be instant with the current narrative and space setbacks. Honestly I think AMZN is the best of the 3. META has room to fall before things get better and MSFT will show sure but modest gains on the short run. AMZN has the strongest room to grow, it just won’t be quick.
AMZN without a doubt. They will be the biggest winner of the 3 in the coming years. AWS is going to be even more behemoth. They are already banking it by providing computer for AI. MSFT will be ok for the short term but I think long term they are toast. META prints money and has mastered the digital marketing game but I think the AI will change that landscape quite a bit in the future. I don’t think the market fully understands the AMZN opportunity and hidden value when the AI buildout gets factored in simply based upon how it has been trading
I've them all. 60% MSFT, 30% META, 10% AMAZON.
GOOG is the best company on the planet META great potential to go back up I don't see big catalysts for MSFT and AMZN to grow any longer
I bought both MSFT and META during their last dips, easiest buy of my life. As for current valuations, I think META is the cheapest in terms of EV/EVITDA and PEG, multiples still a little compressed. Idk about AMZN. GOOG is also one I’m waiting for to correct a little to get in. Should’ve bought when it was at 275 a while back as I was buying MSFT and META too.
The bubble being that AI does not increase productivity, despite being a trillion dollar market? And Claude, also an AI, being overvalued esp with MSFT pulling out, also being a bubble? The argument is that both AI and especially Anthropic is a bubble
Not quite sure which part is misleading. The fact that thousands of CEOs said AI isn’t really productive and doesn’t actually replace the human workforce or that MSFT dropped Claude, and therefore the valuation is bloated and there’s a bubble
True that there may be less leverage today than back in ‘08 but your previous argument was that these people had access to information not privy to you or I. So my argument was that entire banks failed and got bailed out by the government, despite all the information they had access to. And also, the reason why they don’t care if it collapses, by the way, is probably because they know they’ll get bailed out. Thinking you and I would be so lucky is some serious hopium. I can give you several reasons. MSFT investing in OpenAI showed OpenAI were losing $4b a month. But somehow they’re worth hundreds of billions? Also on Thursday, MSFT also pulled out of Claude: https://aiweekly.co/alerts/microsoft-drops-claude-code-as-enterprise-ai-roi-fails So, “these people” who know more than us and have access to more information than us. Why did they make this move? Nice AI response btw
I'd also suggest you to look at what adbe chart is NOT doing compared to NOW or MSFT or TEAM.. I'm bullish on saas and software and heavily into calls.. but unlike NOW, MSFT or the IGV etf, Adobe hadn't shown any signs of clear reversals yet.. It is fine since you have LEAPS, but the 6/26 calls are a little autistic.. I'm waiting for Adbe to show some real upward momentum before piling in. It will be a great opportunity and obvious in hindsight for the ones calling you retarded..
MSFT x NVDA partnership actually is a bigger deal than we initially thought, we’re seeing 500 Monday/Tuesday
Buy the fear Everyone was shitting on MSFT so I full ported my slush fund into MSFT
excel has propped up MSFT for years
Rotation out of hardware to software at month end to rebalance. Googl and NVDA both drilled and MSFT mooned. June is software month. Not saying the semi trade is dead by any means but some consolidation is due
MSFT is a good call for many reasons, but a big one being AI integration with an OS.
I started investing by putting money each week into a mutual fund through my bank, I did this for 10 years until I had about $100,000. I don’t even know what it was, it was safe but it didn’t grow very much. After reading a bunch of books and going to a seminar I decided to open a self directed account and started putting a few hundred dollars per week into it. After about 4 years I had invested around $30,000 which grew to $55,000. I started with BRK-B and MSFT and I had some SPY and AAPL. In January of 2025 I received a small inheritance and then I decided to consolidate everything in my self directed account and manage it myself. So in January of 2025 I started with $225,000 which took me about 15 years to save up. Today my portfolio is worth $455,000 meaning that it has doubled in a year and 5 months. In the first year it returned 43% which surprised me, I was hoping for maybe 20%. So far this year it’s up 41%, I am surprised and delighted. Now that I have it where I like it in terms of position size and stocks, I just just keep putting about $500 a month in and I buy whatever is down and cheap out of my chosen stocks. My plan is to hold long term and just keep chipping away. I might start building positions in VRT and ARM over the next year, I also want to add more CAT I wish I had bought more. [Here](https://imgur.com/Wx6JQdp) is what my portfolio looks like today, here is more detail about [ASTS](https://imgur.com/y4Q1xeS) and here is more about [SMH](https://imgur.com/SwtwRMh). I heard about SMH in a youtube video, I learned about ASTS in a reddit post. I learned everything I know from watching youtube videos.
ADBE will be fine but you are FUCKING RETARDED for buying LEAPS on it. It won’t experience a significant tailwind from AI and you didn’t see the same kind of movement MSFT NOW got. So you take the same risk with less rewards.
I sold 200shares of MSFT at $60 and few others when I bought my property 10 yrs ago.. you get over it
Is MSFT the best mega cap opportunity now? Solid fundamentals. I’ve been riding IGV calls up because I couldn’t decide which software stock to go with but it was obvious the sector was oversold. Now I’m thinking the obvious NOW, MSFT…what else? I may do MSFU in this case to get some oomph.
#TLDR --- Ticker: MSFT Direction: Up Prognosis: Buy Aug 21 2026 $460 Calls Target Price: $565 by end of June 2026 Catalyst: The market is finally rotating from "buying AI hardware" to "billing for AI software" (plus upcoming NVIDIA/Computex hype). Financial Advice Level: "Not financial advices bitches."
MSFT +20%. Just because I sold
Why? What's the reason for MSFT to go up?