Reddit Posts
All BS aside, how’s calls on MSFT looking this week?
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Need to practice option trading with paper money
Who’s ready to burn their life savings this week
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Who’s buying MSFT & AMD calls for earnings?
I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP
MSFT has now overtaken AAPL in market cap.
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Is it normal for the index funds to be weighted this heavily by mega caps?
What are your top picks for the top performance stocks for this year?
Epic V Continues to Show How Little Risk Exists
Has anyone seriously looked at Global Foundries [$GFS]
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting
Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.
The true interpretation of Friday's Jobs Report
A true interpretation of Friday's Jobs Report
Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip
LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!
And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?
If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?
Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?
Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?
Keep an eye on $MSFT (potential put money making opportunity)
If you had $40k to invest right now, what would you do with it?
The NYTs is suing Microsoft and I think there is a profitability play on their stocks
New York Times sues Microsoft and OpenAI for copyright infringement
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
Question regarding this type of Play Option?
The biggest lesson that I've learned in my 10 year investing career.
MSFTs Open Ai will raise funds with valuation of $100B
Mentions
I am also afraid of the AI bubble. But there's a lot tied into it right now. I got out of MSFT and NVDA. Dumped it all into uranium and energy. If the bubble doesn't pop, they're gonna need a lot of fuckin power. If it does pop, well we still need energy.
I almost time the bottom perfectly but I got Amazon, MSFT, BMNR, AMPX
Bad shit happening to MSFT guess I won’t buy today
Institutions have been shifting from tech and AI for a while. I sold most of mine and took profit. But I'm slowly getting back in to big players like META, MSFT, NVDA at discounted prices. Could it go lower? For sure. But where will established companies be in 2 - 5 years especially as all assets appreciate with inflation. I personally feel locking in profits is smart.
MSFT gonna turn green before close?
50% if they raise their guidance from 1b to 4b in 2026 after factoring in the MSFT deal question is can their NJ data center start running on time
Not going in on Zuck the Cuck but I’m piling into Amazon and MSFT
Some form of this by the Nasdaq is happening regardless this week, shutdown or no shutdown. That move fairly clearly was jumped off by META/MSFT CAPEX and META bonds combined last week. We've already seen economically sensitive ex-tech roll hard before this week and really, it did it before the shutdown and the Nasdaq just blocked it from flashing in the S&P until it got completely and utterly destroyed this week.
$MSFT has to be the worst stock ever. 9 straight dump days with 0 bounce even when the market is bouncing
From a data perspective, most "bubblers"are referring to Shiller/CAPE index which is the long term PE ratio of the SP500, and it currently does sit near all time highs. The "AI narrative" is because the largest weights in said SP500 are heavily invested in the area. The entire circular money argument is nonsense. When company A exchanges an asset of value (cash, equity) to company B for a good or service, that is a legitimate economic transaction. If B then transacts with A, that's an entirely separate activity. Nobody is giving away anything for free. What's different if A goes to B and and B goes to A, versus A goes to B and B goes to C? It just means C got a win over A - not that this is "real" and other was "fake". Let's suppose AMZN contracts out to UPS to help with package delivery. And then separately, UPS decides to use AMZN AWS to host their web service and compute infrastructure. Is this fake/circular money? I'm fairly certain most will agree it is not. UPS could have instead gone to MSFT Azure to get another party involved. So it's not different than my prior A/B/C examples. Nothing unusual or out of the ordinary. AI "loop" is simply because a) big tech are the ones driving AI buildout b) big tech has the funds to do so c) AI/GPU hyperscaler is just the next interation of CPU/cloud hyperscaler. Makes perfect sense to me, just as AMZN can go to UPS and FDX for delivery. They aren't going to UBER or LFYT or COKE (distributor for KO). It's called synergy - it can be both inter-business or intra-business.
MSFT hitting the 200 and price action off that will tell you what rest of the mags have coming.
MSFT barely down a bit, on low volume, instant hit piece by Bloomberg via yahoo: “biggest sell off since 2011”. I mean…chill shills. Yes, I sold but it wasn’t any important amount. Just rebalancing. Sheeesh.
Would love to see openAi credit rating downgraded to junk. MSFT WON'T BE HAPPY THOUGH
if MSFT and AAPL get more red QQQ is going to burn https://preview.redd.it/klcw0ved9vzf1.jpeg?width=736&format=pjpg&auto=webp&s=2a7b4e515a835ce92cc5b848c24ad4ac68e27758
MSFT has a higher credit rating than the US government
Cut my losses and sell the 11/7 MSFT $490 call I'm holding? Or do we get a bounce later?
META at 600, AMZN in the 230s, GOOGL at 255/260, MSFT high 500s are all good entries for longish term.
1.7k lost on MSFT call. 1.7k lost on Lulu shares. I mean I got 7 shares of meta now at $750 avg down 1K. Might as well hold to 1.7K as well
The deal MSFT just cut with OpenAi shows they're bet in AGI being close (it's not). I trust Satya over Sam any day.
Come on give me that quick 3x on MSFT it goes green…I promise I won’t do anymore plays 🫣
MSFT is going to be a stock battle zone today. According to a filing by JLens their actual logo says (Invest Jewishly) and the anti defamation league want MSFT shareholders to v0te no on something to protect Israel. 😂
Already wiped out more than half my port with the gold dump. Don't really want it crashing even further. Maybe I'll try and catch it on the way back up, when it recovers (if it recovers). Hanging onto the MSFT FEB20 580C though. They're worth $5.90 now and my cost was $20..
Where’s the fucking floor for MSFT
I think you're too concentrated around tech. Appl, NVDA, AMZN, MSFT, TSM, (kinda U), TSLA not to mention QQQ and VOO also holding a lot of those stocks. If you want to reduce risk I would diversify a bit more
Watch everybody recovers except MSFT lmao
I am personally more focused on EOY ‘25 December ARR estimates going forward. I don’t believe that rev for q3 will surpass 200m.. though this is still a huge increase YoY. the MSFT contract only pays out when service starts, and we don’t know how much power is connected @ Vineland site (that will service the MSFT contract) past the initial 50mW that was announced on August 31. Total deal is for 300mW capacity. Heavier rev growth will be seen in ‘26 for sure.
The commitments are going to be based on future success - I mean I feel that part should be obvious. It seems the soap box media of today is just trying to tickle the right hairs to get big reactions. Today's society isn't about quality of content, it's just about views. Something to keep mind is that OpenAI is limited in what they can sell until all those next generation AI datacenters come online. But once they do, expect revenue growth to go through the roof for them and the big AI hyperscalesr. Issue now is there is limited GPU compute capacity. That means you pay the highet price to secure it today, and that's why all the headlines are from deep pocketed tech. Let's suppose a big biotech wants to use AI for discovery work today - well they cannot outbid AMZN MSFT META GOOGL for the GPU compute. As the AI datacenters come online, your AMZN MSFT GOOGL will have more capacity to sell and reduce the price to allow your Fortune 500 companies to start their AI journeys. But right now, it's your OpenAI and Anthropic and GOOGL/MSFT/AMZN themselves that are racing to be first mover in developing viable AI solutions for monetization. Who here has actually used ChatGPT subscription? You know a big complaint has been rate limit - even for paying customers. They rate limit because there is not sufficient capacity to handle the load. It shows there is excess demand.
MSFT is also looking pretty good but it's a much slower mover
Humanity will end today because MSFT is green
Them too, but actually MSFT was fading even before
Imagine relying on MSFT as your last hope lmao. Only on a day like this.
SNPS and MSFT just keep dumping day after day
Yeah, I ended up with one MSFT and one META shaped knife lodged in each hand.
My positions are all -30%- -50% now so I don't have a choice. Bought the MSFT before earnings, and the META after the 12% dump on the first day. But they've all continued dumping hard all week :/
They're gona do this buildout regardless of what retards want. ChatGPT is fake af, but the buildout will happen regardless. What happens after is the question. Just full port Amazon, Nvidia, MSFT.
SPY FEB20 725C, META JAN 16 695C, MSFT FEB20 580C, I'm guessing hold.. but jeez it hard watching them head toward zero.
Ahem The META/MSFT reports casted doubt on AI spin last week. The Nasdaq is in very deep trouble finally (what many have been waiting for) and it's NON-macro related, just like how early this year started out not being macro related. You had other stuff start rolling pre-shutdown on macro factors though.
Now look, I 110% understand it's not fun to go this way, but I fairly firmly and staunchly believe that some form of this in the Nasdaq is going on shutdown or no shutdown from post the META/MSFT earnings. That index does NOT need macro factors to get itself into trouble. It initially did earlier this year with 0 help from Trump. More economically sensitive stuff ex-tech rolled pre-shutdown.
NVIDIA, GOOGL, MSFT main 3, then TSMC ASML and some semiconductor ETF so if the circular ourobourous takes off which it very well might you can take off with it. Put in as much as you can stomach, rest the rest in vangaurd ftse all world or SPY and/or gold and cash depending on your personal risk tolerance. Fuck bonds. Leave it and don't rebalance. Also do this in 2023 like I did.
NVIDIA, GOOGL, MSFT Then TSMC ASML and some semiconductor ETF 30% of your portfolio, put the rest in vangaurd ftse all world and/or gold and cash depending on your personal risk tolerance. Leave it and don't rebalance
!banbet MSFT 513 7d
Facebook makes more than 30B in profit per quarter. It’s a nominal amount of debt on their balance sheet. Same with Google and MSFT…. Open ais problem is they are trying to compete with companies with the deepest pockets in the world. Them failing doesn’t imply a bubble, it implies the established tech companies are too powerful to upend.
MSFT 7 Nov 500 Call Am i fooked?
$MSFT -10.5% last 8 days $NVDA -12% last 4 days $PLTR -16% last 4 days $META -18.5% last 7 days If you are buying puts you are late.
My positions for today: QQQ - puts MSFT - puts NVDA - puts HOOD - calls. Simple life and easy money.
Same here. Yesterday, my money was on the fire. NVDA, MSFT, QQQ,...
MSFT has been my worst purchasing decision to date. What a shit stock
If this isn't the most bullish thing for MSFT, then I don't know what is. This stock doesn't often trade like this. But these are certainly different times we're living in.
man it would sure be regarded to keep buying Meta and MSFT calls every day for the past week.
“MSFT trades in red for seven straight sessions.” Sorry guys I bought calls.
That's quite a lot of bags. I'm just bagholding $MSFT.
Oh yeah, market is super overvalued. I mean MSFT has only been trading at 500 for 5 months before two record breaking earnings beats. Seems a little frothy, better panic sell.
Some people are leveraged and entered in calls at the top. People were bUyInG teh $META dIp like one day after earnings lmao. And other losers bought $MSFT hahaha .... :(
MSFT below 500, NVDA below 190 Nature is healing
Same. I never would have expected this from MSFT. I though oh I'll do something safe and responsible for a change. Mfers.
MSFT about to break through the 200 WEEK moving average. POS stock.
Crazy but MSFT did this exact move in August, Mag7 trades like meme stocks
META/NBIS, dealers choice on MSFT, CRWV, GLXY in my opinion.
I’m massively invested in NBIS and META for the long-term I would buy even more right now even if it meant eating short term volatility. CRWV and MSFT will undoubtedly recover over time and $GLXY has been a very interesting watchlist company. Of these three I’d pickup $GLXY.
I'm a huge DPRO fan too. Up from $2.28 52 week to $14.40 a few weeks ago. Yeah, a major pullback was due. I can see at least a 50% retracement so down to close to $7. There are rumors flying around about DPRO, PLTR, MSFT being part of some sort of defense intelligence and logistics consortium the feds are going to announce a big investment in. Probably just rumors, but worth a mention.
> You can tell things are getting worse. Not a great sign to see META below the 200 SMA and now NVDA/MSFT breaking down as well.
MSFT and meta getting whacked all week ☠️
Could be worse. You coulda been like me and bought META MSFT and CVNA calls on earnings week
regards just paid $550 for MSFT a few days ago, i know that stings
How's MSFT doing now? Guess all this talk depends on one's timeline for owning. If you're in and out of stocks quickly and regularly, then I'd agree to take your profits now before the correction. Long-haulers should stay the course because the promise (and profitability) of AI is real.
Yea I didn't buy MSFT and NVDA a year or two ago because they were "already overvalued", LOL
MSFT is crap. If Bill Gates admits that climate change is a lie, watch MSFT turn out to be a scam too. Just kidding
That's actually the way the large conglomerate companies report their earnings. BRK has 30+ different sub businesses. GOOG, META, AMZN, MSFT also show performance of the business divisions they have in every quarterly report.
All the big companies actually make profit though. Do y’all remember when Meta was investing $500 billion into the metaverse? That shit was stupid AF and their stock did suffer, but then they just stopped burning money. At least with this AI spend they are getting real infrastructure. If this AI train stops, then they just stopped burning money buying chips. All those $100s billions goes right into the bottom line and investors are happy. And the companies will still have fuck loads of chips to put towards their actual core businesses that make real money. There really is no losing for MSFT, GOOG, AMZN. Fuck META though because I don’t give a shit about Facebook or Instagram and hope they burn. And fuck TSLA. And NVIDIA would get fucked if the spending stops, but NVIDIA is a cool company so I hope them the best
Yuuup. Terrible fucking week to own NVDA, MSFT, META, TSLA... thing is, I actually bought META and NVDA on ''dips''.
MSFT or UNH? Looking to go long for a 20% gain.
Are MSFT datacentres getting fkt again? Cant join Halo infinite MP
All good news for MSFT recently, so based on the trend you’re cooked.
MSFT should dilute nothing moves it from 500
Building a GPU along with the whole software infrastructure behind it is not like manufacturing a candy. It takes a decade of work to perfect. MSFT and AMZN might make their own GPUs down the line but in no way is it going to be anywhere near the performance/or provide the features that NVIDIA GPUs have. 2028 is too soon a timeline for what you are predicting.
Microsoft reporting $4 billion loss on OpenAI equity was the day the realization sat in that its all house of cards. OpenAI has more than a $1 trillion in obligations and no way to pay for them. Sam keeps repeating that OpenAI has a good revenue but the clear picture is only available from MSFT earnings report. On top of that OpenAI co founder Ilya sutskever said Sam Altman has a habit of lying. So whatever might Sam says now has to be taken in with grain of salt. I thank stoned me who full ported AAPL three days ago after realizing market will pay huge attention to if OpenAI has any revenue or not.
Never thought I would be a $MSFT bag holder but here we are… fuckin’ shite!
$MSFT had great earnings and down only since then
Bought a $490 MSFT 11/7 call today. Dumb or genius?
I have almost full ported into MSFT as well. 🫡 When did you buy in? https://preview.redd.it/rocxhvl7bpzf1.jpeg?width=1290&format=pjpg&auto=webp&s=72eb7f826f705dcb4385c95c84d31284c5ae5961
Google is not down around 10% from a few months ago? It's just under ATHs. But as a MSFT/META shareholder I feel your pain
Me buying META and MSFT calls yesterday thinking it was a bottom. Maybe I should long $ROPE next. Should’ve just kept my Amazon shares smh
Every freaking time I buy a stock that gapped down 6+% it goes down 10 more - ELV, NFLX and now META. I even managed to bring down MSFT and Google down around 10% a few months ago...
I thought MSFT was a safe call investment. Down 60% since OCT 30th.
Better for calls to be volatile than not. MSFT ain’t it. You’ll probably make it out alright but better to go for something else that will go up quicker GOOG, NVDA, The forbidden TSLA etc. Godspeed
META Bols are true legends (for their bravery and patience). Maybe MSFT and HOOD holders too!
Dude, you are playing with MSFT, a stock that has forgotten how to go up even in the bull market.
Bought more MSFT calls but god damn, bring back Bill Gates plz
$MSFT. Super high liquidity. Basement levels right now after 7 days of being shit on. Go get in on it. Or don't. It could drop for another quarter.
I went shopping today... Unexpectedly though. MSFT, AVGO, CRWD, JPM, GOOGL and a new forerunner 265 garmin watch
lol, read that again. you buy bad companies. good companies like google and apple are up. NVDA and MSFT are not bad companies, but not as hopeful and safe as good and aapl. obviously. look at the scoreboard
Gonna throw a hundred dollars on MSFT 505 calls tomorrow…surely these will print
AMZN down, MSFT down, COST down, TMUS down. Mariners lost. Calls on Seattle