Reddit Posts
$450,000 USD on MSFT + NFLX. Funded entirely by META profits 🥳
Hands down, MSFT is the worst fucking investment I have ever owned
my MSFT LEAPS exposure as of July 9, 2026
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
Liquidated all positions: Sitting on $1.2M cash for a 2026 macro restart. How would you deploy this for the next decade?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
MSFT update – holding the bounce, but still under pressure
Microsoft's $2.5B bet might solve AI's biggest enterprise problem
Weighing MSFT plays, straight shares or a long call
The AI capex numbers are getting hard to ignore, but I can’t tell what the market is missing
The move of $MSFT into physical AI is a transformation that warrants a buy!!
MSFT - Bearish Cup & Handle Pattern - Next $342.
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
Mentions
I think I’ll leave this thread for good, stopped gambling and have been doing monthly index-investing for a while now. Thank you list: Google spread guy, controlthenarrative, Oil barrel guy, donut DD-guy in 2025/7, the guy who put life savings to Tilray on top in 2020, Intel-nana guy, MSFT ragepost guy, Greg, the guy who full ported life savings to Fake Meat company at the absolute top
I think I’ll leave this thread for good, stopped gambling and have been doing monthly index-investing for a while now. Thank you list: Google spread guy, controlthenarrative, Oil barrel guy, BIRD yolo guy, DNUT DD-guy in 2025/7, the guy who put life savings to Tilray on top in 2020, Intel-nana guy, MSFT ragepost guy, Greg, the guy who full ported life savings to Fake Meat company at the absolute top
I see the chat sentiment, leaning towards GOOGLE and MSFT on stability, moats and footprint. Remember that software companies can really shrink if the 5 yr growth contracts. I would go with NVDA and Amazon for their structural advantages on IA compute and logistics. Better numbers visibility. Second, I believe it's a question of who comes first close to AGI, and dominates the game. Highly unpredictable.
Netflix will become the next paypal. It's a dead stock. I am with you on the MSFT calls tho
with more demand on codesign chips like TPUs from Google, Maia from MSFT, i don't see how capex could be dropping, but i've been wrong about a lot of things
TL:dr... Microsoft Copilot is the best Ai chat, model whatever on the market. Hence their stock rotates between market and AH printing. Gotta count all those tokens. The fastest I've tried is ChatGPT, but it's very overpriced. Copilot came in second. Very reasonable price that depends on your personal and/or business relationship with MSFT. The best imo Anthropic Claude is 3rd. I don't trust them before and after their security exposure. Gemini was the slowest but the best for a holistic Ai SLoP experience. I have access to the highest available models. I use them extensively for everything except 🌽 and stock moves cause y'all regarded. p.s.: I'm convinced the FED uses MSFT to hedge.
Everyone here holds MSFT, which means it'll require a lot of us to sell before the stock rises (since stocks tank when we buy, and rise when we sell)
This seems like a bad idea. It will be interesting to see how it plays out. Starbucks can afford to create an internal enterprise software and infrastructure team but I don't know if it will be cheaper than 400 million. I'm sure their grand plan is bigger, but based on this headline, it's a total flop. Replacing an inventory app and a maintenance app is only going to be a small amount of that 400 million. They're using Azure, D365 Finance and probably a million other Microsoft tools. So maybe they replace D365 but unless they can replace Azure, they're still going to be paying a lot to Microsoft. And replacing D365, if that's what they are thinking, would cost a lot. I don't even know. Starbucks is a huge operation. I can't really guess the size of the team they'd need to build it, roll it out, maintain it, etc. Just for them to implement a new software - like go from MSFT to SAP would be tens of millions. If it goes really well or really poorly, it will definitely influence other companies. But it will probably just do what so many large software projects do - start out all happy/friendly until the first few budget over-runs and then get all ugly until it finally dies.
Everyday I’m more and more happy I sold my MSFT options and bought SNDK instead.
You don’t sell MSFT for a loss, you just don’t. You cost average. You’re mad at a quality stock you bought hovering near all time highs. You fomo’d into this one, and will probably be mad when it blows past your cost basis. Some fib retracement levels next time and look for targets to buy in on, on high quality stocks instead of a feeling next time. You’ll sit on your hands better and not take a pointless loss
Skill issue. I bought MSFT in the 90s when it was $20.
I don’t like MSFT but I did get Netflix
#We can put a man on the moon yet we can't get MSFT to have a green day LMAO🤌
Own 30k in Netflix and 30k in MSFT stock and bought 10k worth 73c weeklies today on Netflix up 10% looking to ride a pre-earnings wave, sell the calls before earnings and ride the big green Netflix and Microsoft dicks over the next 2 weeks. Am I a genius or am I fucked?
Just for MSFT only, so it can go down
MSFT is going to do a META & go up 15% in 2 days, when no one is expecting.....
>Tomorrow - MSFT -3.5% market open on weekend?
Open AI getting sued by apple. Hmm how will AAPL move tomorrow? Tomorrow - MSFT -3.5%
I like the MSFT. Am in too https://preview.redd.it/yauiyxiapich1.png?width=1170&format=png&auto=webp&s=e48cf605985463ef0d90a9512def915dd5639c20
Bro as chronically online person you gotta know NFLX is ass and everyone pirates stuff nowadays, but MSFT is besties with the gov and big orgs so their moat is solid, should have just yolod microslop
MSFT is the most successful company that I have been hurt the most by in the past. Runnerup being all the times I've felt Google was massively oversold. Best of luck to you friend. I hope you make a whole lotta dosh
God I love my MSFT position; I love poop and eating poop too
Maybe that’s why MSFT said they are doing their own in house AI? They knew a shit storm was coming
How fuck is MSFT? Since aapl is suing openAI
Magnificent 7; Apple, which you own, is one of them. They're essentially American ''big tech''. It's Nvidia (NVDA), Amazon (AMZN), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Apple (AAPL), and Tesla (TSLA). Avoid Tesla because it's extremely overvalued. The remaining 6 are great investments if you're willing to buy them and hold them for a long time. Since they're already very big companies they won't grow too much relatively, but you can be almost sure that you'll make a pretty solid % profit in, say, 5 or 10 years
classic MSFT sep-oct pump cycle, everyone gonna fomo in right before the rug pull
Xbox CEO joins Federal Reserve. Me thinks, this revolving door spinning at MSFT and Governmental agencies - is bullish 🐂
I invested 60k in MSFT yesterday before market open on the dip.
NFLX and MSFT keep kicking me in the ankle. “Who could go wrong with these two?” I got LEAPs like an idiot.
I already missed take profit of 40K on a MSFT 425C. Even if it does go up, somehow they'll figure out how to steal it from you.
I also was too scared for leaps. But I'm really happy with my avg price for MSFT shares right now. long game.
Reporting anyone talking about MSFT and SPCX for discussing pennystocks 😇
Of course, everyone knows MSFT is an inverse of the market
What about MSFT puts? Can they keep those?
Ive got 340 shares and 2 calls on MSFT, Im in
Tomorrow MSFT is red like always
Any headline, MSFT is red, this shit is fucking funny.
Lol. Wasn't a large one. Kinda just picked the tech that didn't go up and went "maybe". Didn't work as well for MSFT
Yep this is exactly where I was at when I sold 600 shares of AMD at a loss for $110 last spring . Sell it now so that you can set MSFT free for everyone else.
Yep, I bought the dip on MSFT yesterday morning before market open.
I bought MSFT at 30. My first individual purchase. I kinda wish I had held it long term.
As much as I love seeing the double polo wearing freak eat shit, my MSFT bags don’t like this.
OpenAI is working on a GitHub for AI agents, so that code doesn’t live in GitHub, rather in this new OpenAI owned product. Creating a ticketing app like Jira and documentation app like Confluence is basically a joke now. It’s more like system design problem rather than software problem. But the bigger problem is they are built for humans, not agents. If you use Codex at work or to code, you will see that it is slowly integrating IDE, CI/CD visibility, Plan document as the primary documentation, etc. I don’t know where the roadmap is for these frontier labs, but it definitely doesn’t stop at creating and training models. OpenAI/Anthropic want to be your super app. For a Tech Org, this means OpenAI wants to own the whole development cycle of your product, end to end. And if you saw yesterday’s announcement, they want to go way beyond software development, breaching barriers between idea and product. From my personal experience, as a full stack engineer or more like product engineer, I haven’t touched code or an IDE in last 1 year. GPT-5.6 Sol has been terrifying since yesterday as my unemployment is now more closely visible. MSFT is the only safe bet. Everything else is from an era that has zero relevance today.
Yeah, a little $100 billion blip that could end up leading to nothing if OpenAI gets sued into oblivion or simply doesn't win the AI race and becomes the equivalent of Yahoo to someone's Google. Which would also reduce MSFT's stake to being worthless.
In my 401, like $80k is set just in either Nasdaq or SMH-esque funds. But I sold out of the hyperscalers in my individual investing account as I'm mostly day trading at this point with that, and I'd rather day trade stocks with better volatility. Yes, somehow I'm doing something both more conservative yet more bullish at the same time lol. That said, I had a MSFT position I liquidated after the $350-$390 climb. I've generally avoided META. I would not mind picking up AMZN again as I'm firmly seeing them as the safest of the hyperscalers long-term, but also they're the one expected to to go FCF negative first, so I'm not in a rush.
They pretty much have to. Borrowing more money at these interest rates is not really an option. I'd expect META, MSFT, and AMZN to all follow suit if Google already did.
MSFT going to get annihilated by association.
Have you considered applying for MSFT CEO?
Is that why MSFT is cooked? Starbucks roasting their beans too long again...
bro another MSFT downgrade today lmfao. this truly is msft downfall ---> the next paypal
I think the main reason for META's recent rise is their plan to operate as a hyperscaler. They can both sell Muse Spark as a service and sell excess compute capacity. AMZN and MSFT had already proven CPU based hyperscaling was a lucrative business that even GOOGL joined the party. We've seen SPCX join the AI hyperscaling party along with many neo clouds and supply cannot keep up with demand. With all that said, I decided to exit my META long position (several years) today. While the social media empire is amazing, not sure how I feel about so many changing tangents. Plus I have enough exposure to them through QQQM and VOO.
No, they actually have the best case scenario with AI...they can just pretend they have AI and ride the hype without all the insane CapEx spending eating into their FCF like MSFT and META Meanwhile they just go shopping for whichever LLM gives them the most bang for their buck. They dont have to be #1 because thats not their core business, just a perk.
$MSFT next spike to 450 like $META today Watch big Q2-earnings spike of $MSFT coming
When $DELL demand spike, means all Dell PC runs using Windows OS from $MSFT, means big revenue for $MSFT on coming earnings spike Either PC, Cloud, datacenter hardware of all Dell runs using Operating system (OS) from $MSFT $MSFT print big earnings in few week
Was up 9k then lost 6k then threw the rest into MSFT calls
When $DELL demand spike, means all Dell PC runs using Windows OS from $MSFT, means big revenue for $MSFT on coming earnings spike
Suddenly $MSFT earning spike this Q2 time frame, watch MSFT spike at Q2 earnings, few weeks away MSFT. 420-440 possible
$MSFT spending less like $AAPL, big revenue from datacenter and using low cost AI models globally, spike earnings
Earnings coming up, I have a hard time believing MSFT won't make some decent moves next week and the following, but it's your $
You guys think MSFT calls over the weekend are safe? 14dte...
I keep moving my goalpost down for MSFT, surely that's a good sign
$MSFT 420 at strong earnings It can big spike like $META in few weeks
Looking at my MSFT that has been holding for 20 years, I don't think it's bad, better than some others
Grok-AI ? Meta-AI. ? Anyone use them ? When MSFT-Copilot has only few million corporate users, after so much AI hype
Come on AAPL, even MSFT is green
Holy she__et MSFT up 0.21% 🤑
Yo MSFT. All I need is a 1% up before close today to breakeven.
Bagholding MSFT and SPCX until the end of days, those stocks are diamond hands for years to come
MSFT and NVDA up on the same day, can someone check to see if the market is actually feeling ok?
the only bears wen lamb oare MSFT bears
thanks for sharing, I hope this earnings boosts MSFT back to the 450s at least so i can liquidate and move to RH or IB. the margin intrest is eought, but i got lucky with MU and made a ton trading it.
1-5 years is a long term hold, just do an index fund If I had to pick one I'd say AMAZON NVDIA/GOOG might have more upside I personally avoid MSFT and META because I hate their products TSLA i a bit tough because is something happened to Elon Musk I think it would crater
Google, MSFT, NFLX - all disappointments
If something like that were to happen, I have some gains that can offset the losses assuming i fully pay the margin. Worst case, all my stocks lose 60% value ( i just dont see MSFT at 163), my parents can loan me some money to pay the margin for however the downturn is.
finding a new home in the red while the market bull runs in green Dram 🤝🏻 MSFT
yeah no im done MSFT. burn in hell bitch, you fucking unbelivable piece of fucking shit
thanks for sharing! i didn't know the first 1k was free. i am just waiting on MSFT to break even and fully liquidate and move to RH. might be this month, im stuck at 435
That's why I only borrow 25-30% of available margin not 100%. All my stocks would have to lose 50% before i get margin called. a lot of stocks i have (NOW, CRM, MSFT, already down like 30-50% from ATHs). META is also already trading at a super low forward pe and i suspect next 2 earnings will be stellar. last Q3 eps was horrendous and if itcrushes eps it has no choice but to fly. for context, if it reports roughly 12 eps each quarter next 2 quarters and trades at the same forward pe it would be a 900$ stock bare minimum
I'm in a very similar situation, I currently am about 40% leveraged (changing a bit daily) and my portfolio is mostly AMZN and META with MSFT and GOOG being like 10% and 7%, and then a few random other small approx. 1% holdings in a few other plays. To me leverage is preferable to LEAPS when I have conviction in a stock long term, because you never know when META will pull a 2022-2023 and your LEAPS will get killed, but paying margin interest for a couple years before raking in huge returns isn't nearly as bad. I am currently trying to decide how far I'm willing to take my leverage, ultimately it'll depend on how the price action goes for my portfolio, but I think I am comfortable taking it up to around 70%, I want to be able to absorb a 40% drop. If you have other liquid assets elsewhere that you could transfer in to avoid getting margin called then maybe leverage the portfolio more I switched to interactive brokers from etrade, I really miss Etrade's website and power etrade pro (I especially miss the old etrade pro too), interactive brokers is annoying af to use in comparison, but I'm paying about 5% interest instead of like 12%, worth it!
Oh I am no bear...I have calls on GOOGL, MSFT and AMZN
Thinking the same. I have alrady paid them roughly 6k in interest since i started. I am just waining to break even on MSFT so I can liquidate evrything and switch to RH. Might lower my margin borrowing to 15-10% though tbh.
You think a MSFT bull really knows proper grammar?
MSFT back to red. I guess I should of expected this.
MSFT dropping, MU going up...
Come on MSFT. No more dicking around. Time to get back to $390
Can MSFT get a hard on yet
#MSFT dropped from $550 to $380 with its P/E dropping from 40 to 20 in less than a year LMAO🤌
**BanBet Lost** — /u/big_chestnut (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $390.36 → $500.00 | +28.1% | 5d | Lost |
Trading MSFT is just too painful. Watching it trying to go up is life destroying!
Come one MSFT, you know you want to pump
If MSFT is garbage stock, then what is NFLX?
I need MSFT to stop riding that yesterday's close dick. Id prefer you go up.