Reddit Posts
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
That is all i need to know about SPCX
New midweek expiration dates getting approved by regulators
Holographic/VR/AR Industry Development Weekly Report, Week 23
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
chip names ripped today after friday's bloodbath, but the tape under INTC looks weird
OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??
OpenAI confidentially files IPO paperwork
I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?
AI bubble to pop soon because of SpaceX IPO?
Meta weighs big equity raising after blockbuster Google deal
Comparing Cash Flow Valuations Across Leading Tech Giants
Big Bucks, Bigger Bets: Who’s Winning the AI Money Pit?
Need this MSFT call to go well. Broadcom has ripped me
Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout
TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days
AMD’s price has massively detached from forward earnings expectations
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$GOOGL is the only MAG7 worth owning (and first to 10T market cap).
$NVDA and $MSFT have great moves coming forward
Quantum watchlist for 2026-2027: who actually has the best setup?
The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen
US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates
Mentions
That god candle on MSFT at 1PM on friday is the reason why everyone should buy MSFT
Nobody outside of uneducated regards on reddit like yourself thinks MSFT will issue shares. Memory prices have already spiked, and they still have positive FCF. They can continue to spike and FCF would still be positive. Even if FCF goes negative for 2 to 3 quarters assuming an unrealistic worst case scenario for memory prices, MSFT can comfortably use its balance sheet and issue debt to cover it. Let’s see how many shares they issue over the next 2 years moron.
Ban the MSFT bag holder bots.
You are completely inventing a strawman to high-five yourself. Nobody said dilution is the only risk, but to sit there and confidently claim MSFT wouldn't issue a single share even in a worst-case scenario is pure delusion. If memory prices spike, hardware costs explode, and their free cash flow gets choked out by a $100B capex black hole, equity dilution is absolutely on the table to protect their balance sheet. Stop making up fiction to dodge the actual macroeconomic reality, regard.
Dumbass my entire point is that even in a worse case scenario, MSFT wouldn’t have to issue a single share. Yet you claim that they will need multiple share offerings due to memory prices. You are a true regard.
It's harder to predict because just look at Microsoft (MSFT). Holding onto that and it's had absolutely poor performance YTD. Compare that to the semiconductor industry, and you are absolutely having a missed opportunity. Also, nvidia is basically stagnated as it has little room to grow as of this moment, but micron is absolutely ripping. So, while you're stuck holding a shit bag, other stocks are going up. Additionally, some companies are less reliable - think back to blackberry vs apple. I somewhat wonder if the same is going to happen to Microsoft one day. But yes I agree with you about tech - it's not going anywhere, though it's probably much better to do an index fund or etf focused on that instead of picking individual stocks unless you are absolutely confident about that company long-term.
The primary counterpoint is that MSFT is already a large component of VOO and QQQ so if you own this indexes you already have sizeable exposure to MSFT. I bought ADBE for the same logic but also they are not a large component of thise indexes.
But why are you guys fighting over hypotheticals. MSFT hasnt been as dumb as ORCL atleast yet, they got out of exclusivity with OpenAI, and are openly cancelling initiatives that isnt working for them, they are in the FA stage and dynamically doing changes as per the what they see in the FO step. And i think they have the leeway to do that, eventhough history teaches that they arent very good ad this, atleast as good as google.
Over the years I have seen MSFT, AMZN, APPL & GOOG all go through phases like this where people declared that the company’s time had passed and the stock’s run was over. During any of these time periods if you had loaded up, you’d be happy today. There’s no guarantee MSFT will come back but I’m willing to take that risk.
MSFT and SAAS pumps till earnings
You’re seeing this wrong. Capex on AI was never intended to pay off. It was intended to capture the AI hype and pump the stock, offering a higher exit for the stockholders. They basically spend the companies money to raise their own net worth. For the most part, it worked. Some companies just gambled and lost, like MSFT.
Are we still feeling down on MSFT?
You apparently haven’t been around for awhile! This has got to be the stupidest move Larry Ellison has ever done. You do realize that $MSFT controls the network layer, yeah? $MSFT doesn’t need OpenAI anymore either. This should be fun to watch. 😂
I don't think this argument is very productive so I'll stop here but go ahead and get in the last word. I'm sure you'll have something you think is very clever. Palantir is more problematic than a company like MSFT. Also it's incredibly difficult to avoid companies that own so many core technologies. That's just a reality of life. None of us are living perfect lives but we should try and do our best.
Nope…name one company or person YOU know! I can name dozens and hundreds of companies running Windows/$MSFT and a 1/10 of those running Linux, so name one running $ORCL.
Cool, now install the same $MSFT products in your home lab and I bet you can do it 😂
"You people" as if Reddit is some monolith of opinion. I do have moral issues with Amazon, MSFT, Oracle, and the like. It's difficult to stay away from problematic companies but avoiding such an obviously evil company like Palantir is more doable.
Even if their capex increased by $100B, they still wouldn’t have to issue a single share. Capex is also cyclical and we are nearing the peak of this capex supercycle. The reason why MSFT is down is based on ROI concerns of their capex. Most of it is on short lived assets (Highly depreciative CPUs, GPUs, RAM, etc). Not a single person thinks MSFT will issue shares except you. You are truly the greatest regard.
We welcome you to to join the MSFT Bagholders Association
How are my MSFT calls for next week? My retarded ass didn’t sell 200% gain on Friday. Lmao
I freaking remember cramer saying buy MSFT with strong conviction when it was at 480 down from 540 last nov to one of his caller. Also sell google when it was around 150. He has been right many times but wrong many times as well just like us regards sometimes right sometimes wrong.
Time to buy the MSFT dip I guess ?
It is so over for 🏳️🌈 MSFT ber that bought puts at 350
MSFT Ber better not show up tomorrow
I get why a lot of people are excited about MSFT after that bounce but man that chart still looks like complete dog shit
if he dies, he dies. His companies would expierence fall out 100%. But i think he'll live a long time. If the CEO of MSFT, GOOG or AMZN died, it wouldn't be the same as if Elon dies. Calls on SPCX.
Gap down except MSFT which will gap up
I'll be watching MSFT this week, looking interesting.
Dont get me wrong, I like MSFT! But OP’s comment on “printing money” needed context
Ok MM’s give me MSFT green for 1M straight. Then you can do what you wish with it.
I guess the question is missing out on what? I see no real path to profitability with LLM's and I think it's becoming clear that LLM's aren't the model type that will be able to bring about AGI either. Goldman already released the following: >Consensus estimates suggest the hyperscalers will spend $770 billion on capex in 2026, equivalent to 100% of cash flows from operations. In order to fund continued capex growth, the companies have increasingly turned to debt and equity issuance and pulled back on buybacks. Net debt for the hyperscalers has increased by $170 billion since start of 2025 and share counts have begun to rise. While further increases in corporate leverage would support ROE expansion going forward, all else equal, higher leverage would also likely result in increased interest expenses, weighing on ROE. So we're basically already there. You can only layoff so many people, take on so much debt, issue shares, etc. How long are shareholders going to stay silent about this never ending money burn? MSFT already got hit when they announced their huge Capex spend increase, how long before GOOG and AMZN get hit? ORCL is already levered to the gills. I just don't see the light at the end of the tunnel here. Yeah, when the music stops there's going to be pain, but if there's no realistic gold at the end of this rainbow, then the music stopping is inevitable.
And MSFT will drop 5%....the 3 constants of the current market
MSFT stands for Might Sell FeeT pics smh
Jane sets the price. Not buyers. Not sellers. This single truth shatters the illusion so hard that many people read it and their brain kills the braincell who stored the information of reading this almost immediately. It cant be true! It just cant be! > MSFT holders are now desperate and want so badly to beleive if everyone bought MSFT, the price would go up. But it wont. It might get a tiny bounce every now and again, but it will trend down. For years, decades. The company market cap will go as low as 300 million (or lower) and the holders will cry. > Jane will set the price lower and lower. And everyone who bought high will slowly but surely begin to sell at a loss to jane. Jane smiles, and one day, when nearly every retail holder has sold, the price will moonshot up 20% in the post market, in a single, 2 second candle. > and then the cycle begins anew
ATTENTION MSFT HOLDERS! I am buying shares on Monday, you have been warned.
When market opens Monday I'm going 100% calls on MSFT and 100% puts on SPY. THIS IS THE NEW WAY
I think the bigger issue is if MSFT can actually generate a positive return on their capex expenditure.
MSFT to 420 again when
Wondering what price MSFT will open at
MSFT has $78B in cash, generated $125B+ in operating cash flow so far for FY26. Last quarter they generated positive $15.8B FCF (even after deducting capex). They can easily sustain this level of capex. Even if they couldn’t they would finance it with debt long before they offer a single share to raise cash. You are truly regarded.
If I would have bought MSFT when I started watching it, I'd be down $50 per share. Na, I'm good.
MSFT also is years behind in quantum
MSFT definitely should go too. Not a great company to overinvest in
Buy META, MSFT and ORCL. Close your eyes for about a year.
High oil prices-> low SPY -> high MSFT SaaS baggie copium
Our evil overlords choose not to quickly and easily go renewables and EV because the petrodollar system is already in place. Like old execs who wont leave MSFT haha.
I bought MSFT. And I died.. maybe if I sell it will go up? Inverse that baby
Just curious, where do you see value in the market? MSFT is a no for you. What is a yes?
MSFT hasn’t been doing well either 😭 if you sold at 595 and bought MSFT the same day you’d still be in the red rn
Did you tell them MSFT is a strong buy right now
The reason they're doing all those is because they know it's cyclical. And you're talking about jacking up the price for a company that's already operating on a massive loss that's about to go public so people can see how atrocious their margins actually are. LLM companies have lost pricing power and people are questioning whether or not it's worth it to waste money on the best models for day to day tasks. If Anthropic fails because people are looking for cheaper options like Deepseek (token costs is 50 times cheaper), they will be so dead. LLMs are a commodity. Not to mention the reason MU has this blowout quarter is not because they're selling more chips. They only beat because of price hikes, which drives inflation. You are also not looking at what their customers are doing. GooG, MSFT, NVDA are developing memory compression tech. Apple is asking the admin to let them buy memory chips from blacklisted Chinese companies. Anthropic and OpenAI are looking for ways to lower token costs. Memory is a commodity that's very important in our lives. It's in phones, TV, your fridge, PC, etc. The administration wants rate cuts, but if this cartel gets in the way of rate cuts because they are causing inflation even though oil has come down, a certain someone in the White House will pressure them to lower the price, much like he did with oil companies. The left is running away with affordability issue so they will most likely target them and start passing bills that the market wouldn't like to control inflation so they can look like the good guys. And no one is on their side, not the public, not the government, not their customers. They have their bargaining power right now, but if they abuse it, someone will take away their toys at some point.
A lot of QQQ is already deep in 🌈🐻 territory. ORCL is essentially back to April 8 levels. GOOGL is back to pre-earnings. META is at March 31 levels. We all know about MSFT. NVDA is down 18% from ATH. Not saying load up on 0DTE calls, but this isn't the worst entry to step in
Ya go buy MSFT then so the shorts have exit liquidity to pay GME holders. Thanks.
Xbox increasing more than 100$ it's consoles... If they do that is because they know Sony can't compete with them. Calls on MSFT, dirty cheap btw.
What MSFT gonna do, go to 300?
Hmm… I just sold all my MSFT. Must be going up now
Are my MSFT calls printing this Monday 🤓
MSFT will especially be green
Yeah... complete junk META and MSFT..
2x growth - total basket could return 100% - implied upside 100% - 80% - 130% - 50% Are you just pulling numbers out of your ass? First you say 200% growth, then 100% as a group, then 100% just for MSFT, and 360% if we add the implied upside of each separately.
"Everything needs tech and AI is the future. It's impossible to lose money in today's markets." Famous words of people who have only seen a bull market. I would keep MSFT and sell the rest. Then sell off part of the money-makers and use the loss to offset those gains. Buy and hold only works if you diversify because all sectors cycle in and out. From my point of view, tech is cycling out because prices have gotten too high and investors are looking for stocks that still have room to rise.
It's occasionally funny but this is not the answer for $MSFT. https://preview.redd.it/8kmogax5wv9h1.png?width=808&format=png&auto=webp&s=f76922a37593e76c6fb86341ba8fa426dcc76b8b
MSFT gonna make a comeback for sure
Cloud growth and perception that they caught up in AI. However, it’s showing weakness and is 13% below its high. They have lost very talented AI personnel. FCF may go negative in coming quarters and they issued more shares and long term debt. Personally I think MSFT is the better option based on valuation, similar cloud strength and they are still far from going FCF negative.
MSFT is down partly because their massive AI capex is expected to diminish returns. As a longer term play it’s fine, but if you expect returns over the next 6-24 months then reconsider parking all your working capital into one grandpa ticker
Wen MSFT, NFLX and META not make me loose sleep?
You are buying MSFT?! Are you sure you did not mean MSFU?
Would definitely hold NOW, & MSFT. MSFT jumped big on very high volume, Friday.
I’m with you! MSFT’s lesser but cheaper Ai is a lot more reasonable for most companies to use than the expensive AI’s
These will print! MSFT comeback time
OP meant he’s discovered an opportunity in the potential MSFT has to rise. He likely missed the reason for the drop, both Apple and MSFT dropped recently due to rising memory costs.
The same reason MSFT stock going down...
Put $46 on MU this week and ride the wave up! MSFT & AAPL WILL soar as well.
>I've recently discovered Microsoft stock (ticker MSFT) This was when I knew to snort a line and watch the comments section
I trusted a fart and a MSFT came out 😢
I've recently discovered Microsoft stock (ticker MSFT) - Bill Gates was the richest person in the world from 1995-2017.
Possibly due to MSFT's exposure to OpenAI.
Ahh but Europe dropping MSFT is factual right. That just be a large chunk of business they are losing. So OP is ...
Lmaooooo full port MSFT. Surprisingly not the most regarded play ever
Well I bought on Thursday and it went up 6% on Friday so I think there must be a glitch in the stock market and MSFT is about to drill to the centre of Earth next week because no way I timed the bottom
The problem is that MSFT is a stud that the market refuses to reprice. Shares make more sense than LEAPs in this case.
Damn, full porting MSFT down here. I like it. Have also been buying recently. I also like all the negativity around it.
I'm also banking on MSFT this year, started a small position earlier this week. We have so much room to run here. LFG.
I just need another day like that MSFT,
So since 2022 the price did not reverse at this level? You’re trying to argue historical data because a drew a line there lol Bro, BTC “imaginary” upward trend support line formed in 2023 and finally broke at 93K. Smashed through it in Nov and then bounced to retest it and got rejected in Jan. That rejection was a big warning sign. What happened next? Kept falling until today to 60k. But yes, that line meant nothing lol. Smart traders took that as confirmation of further downside. Breaking the support confirmed the uptrend was done. If you caught that you either saved 30k in losses or you entered a short. Everyone else cries support trends and lines mean nothing 😂 It’s quite simple. MSFT breaks this big red line, I close my calls. RR here is mint so I’m confident my losses will be small but my gains could be massive.
I made $5 on MSFT 0DTE yesterday. Pure luck
I don't understand. on average you're ahead. you're winning. maybe just do more trades? whatever thought process led you to those options on DRAM and MSFT seems like a good thought process. if this DRAM / MSFT thing stops working, maybe apply that same thought process to picking some other names? congratulations
We tread water from here. The run has been incredible. Probably a little juice left to be squeezed but then what? Go up forever? No happening. Probably a good time to scale back and jump into META, MSFT, GOOGL, NFLX, etc
Anyone who isn’t buying/holding GOOG and MSFT is kind of silly in my opinion.
Waking up on a Saturday ✅ Still a MSFT baggie ✅
I sold all my meta position when they announced they will be issuing more stock. So glad I did. All in on MSFT now
35% DBS - Singapore Bank, local stock for me 30% AMD - Rose from 7%, it was a small old bet that paid off 20% GOOG 15% A mixture of MSFT, BRK.B & QQQ Currently DCA monthly into GOOG annualized XIRR is 27.2% 6.5 year old portfolio
Is MSFT printing next week?
MSFT $500 before end of year