Reddit Posts
Full-port discounted MSFT or dump the descending knife?
Buying into fear (or catching the falling knife of Nvidia and earlier MSFT, META, GOOG, etc).
Puts on MSFT tomorrow coz they don't got no clue
Patiently waiting for MSFT to send me my emails
GOOGLE, MSFT, AMAZON, SPCX SERVERS DOWN - Dario about to cash in
Largest Wealth Transfer in History: Panicking Funds → Patient Retail
Anthropic sell-side briefing: key disclosures; is expectations mgmt underway?
I think it's time to rebalance my portfolioI should buy some NVIDIA stock
Name a better investor than Jensen Huang's wife.
After trillions of dollars are plucked out of AI stocks where does that money go next? I think I know
The selloff was an overreaction
Stop looking at QQQ and SPX. The AI trade already crashed underneath it.
WoW Forever. the real reason the ai market crashed today. just listen..
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Microsoft tightens oversight of neocloud data center projects with Nebius, IREN, and CoreWeave
Tax-loss harvest without losing exposure
Am I dum dum or should we not long GOOG/Short MSFT?
We’re in an anti-bubble bubble
How to turn $20,000 into $$216 million with $MSFT in one easy step [time travel involved].
Genuinely scared , NQ could be down nearly 3% by NY OPEN
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
Amazon misses on earnings and holds capex steady, adding to AI spending jitters
So it turns out that a year ago the bears were RIGHT: AI is cannibalizing Google Search
GOOGL: Everyone Was Bullish Yesterday, Now Google Is Suddenly Dead?
Oracle is backing off from cash burning. Will more companies follow?
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
Anthropic S1 - solid Growth. Encouraging direction..But ... Extreme Client Concentration and $450 Billion commits: The hidden operational Debt anchor
Anthropic - solid Growth. Encouraging direction...can they be the Google or SpaceX of the market?
Anthropic S1 - solid Growth. Encouraging direction but what about valuation? Inside Anthropic's Pre-IPO Financials
Anthropic S1 - who is ready to Buy the absolute top of the AI hype cycle. Inside Anthropic's Pre-IPO Financials
Dell is up over 200% in a year while almost everyone actually buying the racks has been getting smoked
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Forget the distractions, the AI trade hinges on Metas earnings report this week
We have now entered the next phase of the AI super cycle and here are the likely winners and losers
MSFT options collar: Avoiding constructive sale designation and understanding if strategy is sound.
If you had $100k to put into just one stock, what would you pick?
How do you think about holding concentrated positions after big gains?
The AI capex boom is increasingly a bet on AGI, not current economics
Bearish thesis on Microsoft ($MSFT): My DCF model indicates extreme overvaluation due to AI capital intensity. Tear my assumptions apart.
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
3 ways to invest in OpenAI and Anthropic (pre-IPO)
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
Microsoft - Going Long / Burry is going Short
I Bought MSFT, Betting Against Michael Burry
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Apple-Microsoft Correlation Analysis and Option Strategy
My Earnings IV crush story on MSFT and sharing October data
Apple and Microsoft Correlation Analyses and Option Strategy
AI Rotation from Harness to Model: How To Play It
$NOK & $MSFT are Bringing Agentic AI Into Telecom Network Operations
Why so little discussion on the capability of AI models in investing subreddits? Isn't it the most important question right now?
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
44k from META since selling MSFT a month ago
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
Mentions
This is so stupid. GOOG is down more than MSFT? I can't even get into Outlook to 2FA and sell off.
So GOOG is down more than MSFT.....
These motherfuckers propping up MSFT
MSFT supposed to be at least down 5% HAHA!
Why the fuck is MSFT bouncing at 519
Whats the Outlook on MSFT
How is MSFT not falling?
What is not clear. The world DEPENDS on MSFT, so there is a lot of DEMAND.
lol dammit. Was stuck in meetings. STC MSFT puts at break even having missed the 150% profit early spike.
i bought MSFT puts im trying to get a new pc hook me up
whtat the actggual fuck MSFT
Yeah people really need to stop with the idea of oh this isn't so bad. It's honestly crazy the Nasdaq hasn't been hit worse than it has with the amount of big names down at least 20%, but I guess that can happen when MSFT, AAPL, AMZN, etc, are not far off records or at a record. This may end up accelerated or just not happen at all as from what I've seen, with Trump, erraticness is the norm, but it's worth saying with 21/22, that it started off with specific names getting hit. And then it spread to everything later.
So uh I think uh MSFT 485 puts may have been uh a mistake
It is a gift from MSFT 🤣
MSFT outage, price goes up. You know what let's go ATH, why stop at just being green. Such craziness!
MSFT does not deserve to be $520
I don't believe it, when a BA plane crashes it drops 10%, when MSFT destroys the internet for half a day it stays even.
What time did MSFT go out yesterday?
“Did MSFT just turn green?” Yeah regard, didn’t you know? An outlook outage of 16 hours is bullish af.
Remember guys, MSFT is an inverse etf for NVDA :hesright:
Did MSFT just turn green lol
can someone smarter than me explain why MSFT isn't zooming to the ground?
whatt he fuck MSFT you fucking bitch
MSFT fucks up massively and its stock is green. I don't get it.
It should be -10%, MSFT can not figure out the issue after 16h. Office 364 represents 33% of their revenue.
MSFT puts too obvious which means calls which is obvious so puts
MSFT going to 500. they will never release how bad this really was but there WILL be FALLOUT SELL MSFT
MSFT get it together. this dump is TRAGIC
MSFT gonna fucking dump hard at open. fuck them
Wow outlook is still down. MSFT is such a joke.
A lot of people have forgotten just how well that on prem infrastructure managed to stay up. Switching SaaS providers isn't going to fix global problems like this. As soon as a SaaS replacement starts taking hold, it will get hit by global DDOS attacks like MSFT was.
I can tell most of you dont have a job because too few here were taking about MSFT outlook being down.
MSFT waiting for it to break 517 then puts
Today, I learned my lessons. Never again MSFT shit.
The fax machine outlived the cloud. Respect. Seriously though, I've already seen people asking if they should short MSFT on this. An outage gets fixed in hours; the business doesn't change. Almost all my losses over the years came from shorts on headlines like this.
Magnificent 7 stocks,GOOG, AMZN, AAPL,META, MSFT,NVDA, TSLA
MSFT gonna cuck all the QQQ call holders
Counterargument Everyone has been shown how important and widely implemented MSFT is, calls
Jensen sharts bed then MSFT pisses it with outlook
I think you have the right CEO , but the wrong example case :) Jobs was outed the first time because AAPL was struggling to compete and needed a shakeup. There had been a niche crowd that liked AAPL products, but they were no match for MSFT and IBM PC in the 80's. But decade later would come the iPod and then few years later the iPhone, propelling AAPL into a tech giant. Jobs then left abruptly due to health issues and AAPL at the time was top 1-3 by market cap. He left a wildly successful company, that 15 years later still held top 1-2 market cap position.
How MSFT isn’t down more is beyond me
Stupid Microsoft. I am not able to do anything on IBKR because they need an OTP from my email (Outlook). Fuk the shit and I will unsubscribe from the shit ASAP Can I sue MSFT?
Insane MSFT isn’t down 5%. Shit is broken
Hahaha I wonder if that's MSFT somehow. Notifications for my apps go through google
Ima need more context, not following this closely but yeah one person actually agreed MSFT has a moat although we’re both opposed to it
MSFT feeding off RDDTs life-force like a vampire
MSFT what the fuck. Fucking DUMP
Reddit notifications running on MSFT servers :kek: :kek: two days worth of notifications coming through :kek:
I hate myself for buying MSFT products.
A lot of stocks dipped due to MSFT outage looks like fixed now so pump back up
not even a scam Janeshit pump would save MSFT here 🤌🤌🤌
MSFT is so clueless about their own products LMAO 🤌they cant even get AI to fix it 🤡
YOU THOT MSFT wasnt priced in? LMAO everything is priced in, a nuke would only dump spy maybe -0.5% at this point 🤡🤌🤌
MSFT, come back Friday afternoon not Friday AM you tards
That MSFT 500p isnt going to win, is it?
Chose risk management and cut MSFT at the close, feels good for once. Outlook still down huh?
MSFT outage in second day, still going. Imagine some point in the future, everyone uses AI slop everywhere. Something big breaks and whole internet goes down at once. Except no one has any fucking clue what the AI did, no one has the knowledge to fix it. This is an inevitable catastrophe at some point right?
Claude, take down $MSFT for IPO, make no mistakes
first they came for $MSFT but I did not care because I did not use $MSFT
I bet MSFT outage is related to AI slop grenades.
Msft is not even *that* discounted and GOOGL is still cheaper. I bought a huge stake in MSFT earlier this year at $410 and recently sold off a huge tranche to buy GOOGL.
MSFT going to get fu'ked today.
Nope MSFT will be the reason why everything comes down
No, MSFT have to own a fuckup this bad.
Please MSFT stay fucc for market open :pray: :pray: :pray: :pray: :pray: :pray: :pray:
Anthropic like "oh look we had an outage and turned it around in under an hour. Please sell MSFT and buy ANT next week"
fuck MSFT hit 506 last night . DO IT AGAIN STAY DOWN
You know the sh\*t got real when MSFT is going down but NVDA isn’t.
MSFT wants me to go back to work today fml. Shorting this pos
My Outlook is working again! Just bought $MSFT calls.
going MU long, Nbis long, MSFT short
We gonna get some discount MSFT with that crazy outage on their shit? Satya screwing the pooch big time.
Companies should stop using MSFT cloud services and instead use GOOGL
My boss said “come in the office anyways, I’m sure Microsoft will have it sorted out by noon, we’ll find something for you to do” ugh thank you though MSFT
MSFT is down 2% NVDA without Jensen is worth the same as NVDA with Jensen.
NVDA and MSFT inverse each other. :hmmm: So I wonder what the better trade is.
MSFT largely survives on legacy use in companies. From my understanding there's no inherent benefit other than "we've always used it". Maybe now people find alternatives and Microsoft lose many permanent customers.
the outage was bullish for MSFT imo. shows how much they have the world by the balls
BOTH MSFT AND NVIDIA $200 EOD :pray: :pray:
I hold MSFT, and the way I look at outages is through the contract structure: most enterprise customers are on multi-year agreements with service credits, so a day of downtime costs credits and reputation far more than revenue. What would worry me more is a pattern of repeated incidents during a big round of layoffs, because that is when renewal conversations start to get harder.
Ploy to crash market with MSFT to get retail to buy in ANT ipo thoughts
more likely against MSFT tbh
The whole business world including property settlements in NZ & Aus was out for today and MSFT is only down 2%. Wtf??
MSFT is an old boy was part of the dot.com crash as well will it survive the AI bubble thats the question
So we shorting MSFT into oblivion today right?
The Claude AI issues are also due to the MSFT outage? Or because of the Cloudflare incident? Or both?
Legit sold my MSFT calls yesterday before the outlook outtage for 70% gain. Lmao
Suprised MSFT is only 2% down in premarket, would've expected at least 5%+