Reddit Posts
I'm deciding to sell NASA (tema) etf for tax loss harvesting, since I made around $300 in profit so far in 6 months. Should I do it or no? Needed thoughts.
Put ~$1.17M into MSFT. 29 days later walked away +$340K. 🫡
Ban bets Nintendo to $16 EOY and MSFT to 500 (when it was at 367) guy here. Ban bet to $25 by EOY.
free tool where you can enter any S&P 500 ticker and compare its historical performance
MSFT - bought the dip June 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT hits positive net gamma exposure right now
I’m rotating around 80% of my MSFT position into META. Here’s my reasoning.
Ban bet Nintendo stock to $16 by EOY and if it hits $16 I’ll donate some switch 2s to children Hospitals
Where would you put surprise inheritance money
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
four green days, one red, and the red one is the only one i learned anything from
FOLLOW UP POST - Full Port Microsoft - Undervalued !!! 🚀📈
[LIVE Webinar, Sunday, August 2 at 11:00 AM ET] Top Stocks for August 2026 Based On Artificial Intelligence: AI's Highest Conviction Stock Picks | LIVE Forecast for NOW, MSFT, PLTR
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
There’s no way these ppl at simpler trading make money
Crazy week, what should I do with my remaining calls?
You can guess where I bought GOOGL then MSFT
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Loss porn with a profitable day to cap off the month
Gambled my girlfriends account on MSFT and paid off
New to options, so far doing okay, but I feel the big red coming one day
Me after selling my 6 mo MSFT bags for $170 profit and texting my mom that I made a killing of Microsoft stock
Revenge traded a NFLX loss into a $700,000 MSFT profit 💰
I see you out here freezin' like a bum, eatin' out the dump. MSFT the illest out the bunch. The butterfly was a caterpillar once.
I wish I never invested into LUNR and NASA. been waiting for a few weeks to sell, but ofcouse dip keeps dipping....
How to properly evaluate MSFT's capex (including neocloud contracts)?
US Stocks are Reddish..What’s Your Go-To Short-Term Pick
I have been saying for the last 4 months to buy Microsoft. Check my post history
Why is Microsoft (MSFT) up ~8% premarket after earnings?
Why is Microsoft (MSFT) up ~8% premarket after earnings?
MSFT AND META BOTH SET BILLIONS ON FIRE FOR AI. ONLY ONE GOT APPLAUSE 🚀📉
My Thoughts on $MSFT and $META Earnings and the Maturing AI Trade
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
Meta was Down 10% and MSFT up 8% After hours
🚀 Microsoft (MSFT): A Transformative Deep Dive Into the AI Landscape That Every Investor Needs to Read
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
moomoo earnings plays, how I'm using unusual activity this season
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
moomoo earnings plays, how I'm using unusual activity this season
Fellow MSFT holders, are we holding long-term or selling anytime soon?
Is anyone able to explain this drop the past few days? Are stocks like MSFT, GOOGL, and AAPL what we should be buying now?
My wife and kids said they wanted to ride rollercoasters. I said we have that at home on my phone!
Built a free all-in-one tracker for institutional and congressional options flow
AI capex is massive but where's the free cash flow? This earnings week is the real test
I built a stock screener and ran the Buffett 5 pillars ratios through every company in the UK, US and Europe and only 19 passed out of 850.
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
Question: Why Do Individual Stocks Move in Tandem w/ Others?
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
Mentions
$Crwv reminds me of the easy-mode years when the story was that every dollar spend on hardware was 10x minimum revenue with further upside, so market cap just flew on every announcement that companies were spending more on "build out" lol. Now we seen poor MSFT spent close to half a trillion over the years only getting 1/20th revenue; and zero percent is profit
Hold 100% MSFT for \~8 months. Bought in at 450 then slowly DCA more. I believe in the company but with all the dips, I couldn’t stomach them all. Sold half before earnings and it bounced lol. It’s tough holding only few stocks when all they do is keep dipping lol. Move to etf. The gain might be less but I can now sleep better at night.
When I started investing in 2019, I had no idea what I was doing so I was buying small (like a few hundred $) of VTI, VOO, QQQ, VUG, VT thinking I was diversifying. But it's too late for me to rebalance to a more simpler portfolio with just VTI, VXUS, and VB/VBR since I have sizeable gains. I'm Mag 7 heavy especially since I own META, MSFT, and some APPL too.
lol fair 😂 That’s actually pretty close to what I was getting at. Like you throw in SPY + QQQ + VUG and instead of seeing 3 ETF names, it shows you the combined underlying companies + your actual exposure to each one I’d probably want more than just the company list though. Like combined weight in NVDA/MSFT/AAPL, sector concentration, overlap %, maybe how those exposures behaved in drawdowns Would that be the kind of thing you mean, or are you mainly looking for a simple “here’s everything you effectively own” breakdown?
You're retarded if are red on MSFT this year
bols out here dollar loss averaging with MSFT and ORCL
Sold my MSFT position for more AMD shares
When I was bag holding MSFT, I wasnt as mad cause Divs werent that bad if I had to hold for a while. GOOGL on the other hand has garbage divs.
They're all the Meme 7. One week GOOG is the leader, the next it sucks and MSFT has the best odds to actually convince companies to pay for the AI trade.
That was MSFT earnings saving the market.
#A couple months ago Microsoft was going bankrupt and now Google took its place. Let's see if it's gonna pump like MSFT did afterwards LMAO🤌
MSFT is kind of lumped in with software though
Fidelity really needs to find someone that understands options to code their app Can’t assign lots to covered calls in the app “Chance of profitability” is ridiculously wrong (mathematically, not opinion) For instance it shows a strategy of selling a covered call on MSFT strike 580 December with cost basis $359 shares having <1% “chance of profitability.” Delta on one screen is 40, delta on another screen is 130. Time for think or swim I guess
Why would you sell before it hits $600? Imagine the profits you can make off of selling a previously \~$400 stock at $650. Realistically MSFT is at least a $700 stock so you should definitely hold until then. Just don't be greedy!
I should’ve just bought MSFT instead of GOOG for earnings
more than 85% of my portfolio is MSFT, should I sell?
Just stay above 500 MSFT… idek where the next support is
Holding onto this single MSFT $440 call like my life depends on it (my life does indeed depend on it)
What about the family that 30 days ago needed to sell their MSFT stock for a down payment on this house? Because he was in the market they got MORE money per share than they otherwise would have. The job of a successful speculator is to reduce volatility by taking risk, which helps current sellers. And poor speculators soon run out of money. Dont vilify successful speculators.
Ehh the moves could be wider but it's OK. I did MSFT twice today already, now I'm just sitting on HTZ and CAKE
Perfectly scalped the bottom of the MSFT v😅
Ok so made money on MSFT puts yesterday and META puts today. Who will be the next victim of my puts?
Cant believe I sold MSFT to buy GOOGL.
Don’t you fucking go below 500 MSFT! You worked too hard to get here!
\*\*YES\*\*\* \*\*\* IM \*\*\* \*\*\*\*MSFT\*\*\* \*\*\*\*\*GANG\*\*\* \*\*\*\*\*\*and u can\*\*\* \*\*\*\*\*\*\*call me gey\*\*\*
Feel like MSFT bouncing off 500 is kind of bullish, hopefully it can keep above for my MSFT holders. They seem like a sensitive bunch…
New MSFT. Just let it go and get calls later when it is bigly oversold.
Trying to buy the dip as GOOOGL and MSFT drag the market down like Russian roulette with five bullets.
Congrats to the guy that sold MSFT yesterday… if it breaks through 500 could get ugly
Completely agree. I got cooked in covered calls on MSFT when it shot up to high 400s. Glad there was another opportunity to get back in More software = more infrastructure needs
This is feeling like a generational selling opportunity for MSFT baggies… 😬
MSFT really wants to drop below $500. Knew it was a dog
I'ma need MSFT to go to $500 before going to $550
He has over 1.4M in MSFT contracts don’t think he needs your advice
I heard people say the same thing when MSFT was at 370 and people were saying open ai was going to kill the business. I sold msft for a 30k gain the other week.
Good ol days where MSFT red in premarket meant memory would pump on open 🥹
Remember when everyone would dunk on MSFT and memory stocks mooned? That was awesome.
**BREAKING** Pakistan has calls, claims *These are not bags, r/valueinvesting says MSFT forward PE like ten or something*
What’s happened with MSFT that made you go all in? I only know about the gaming segment tanking but that’s obviously not the whole company. Cursory search for around the late June time was just that people were worried about AI infrastructure spend like every other big tech
Except it didn't work pretty well. It "worked" in the sense that it saved a little bit of cooling costs and the servers remained (mostly) operational for a short time. What it didn't solve is much larger overall cost, maintenance, access, repairs, practicality, etc. The fact MSFT has no plans for commercial application should be very telling.
SHort MSFT/////got it
MSFT will be the most valuable company in the world again by the end of the year.
I'm long right now, probably fine. Berks been buying. I want it to do a MSFT
I agree with you. What are you favorite plays, given the assumptions you've made? I figure the old GOOG/MSFT/AMZN will be the big winners, along with AAPL eventually and META. Software is the PRIMARY beneficiary right now, which could be disruptive, but I think most of the firm-moat companies that are around now will be around later, just with fewer employees (which means more profitable). How are you playing this? Man, I really missed the boat when those Mythos headlines came out. I knew I should have been buying cyber security stocks at the time. I even had owned Fortinet for a long time but sold when it went through a full year of going absolutely fucking nowhere and then BOOM.
Actually his “cost” was the risk he took. Think about it… what if MSFT missed earnings and increased their AI spend and Azure growth was less than 40 percent. This could have happened. Remember the earnings report before this one. The. Buyer here TOOK RISK
He got it from earlier MSFT gains
I'm deep in MSFT leaps too. Not as deep as you are, but probably \~250k. I'm holding until they turn into LEAPS or when MSFT starts to hit ATH again (540+?). I've been holding these leaps for quiet over 6months and they expire like Jun-Dec'27. I do think MSFT has potential to run up higher, so aiming for the $540 seems reasonable exit point.
This dood made 800k in like 1.5 months on MSFT calls https://www.reddit.com/r/wallstreetbets/s/To2tx34lo5 What was I doing during that time? Making Microsoft bag jokes of course 💀
MSFT over the last month disagrees
Get back in. MSFT is going to $590 - $600 by October.
For anyone else reading this: MSFT is easily worth $650. It's rallied 30% and will rally another 30%
lol MSFT was just there a few weeks ago. Don’t tell me you missed the ride up?
Im gonna start an OnlyFans with market advice like that and feet pics. Would you sub? But long 4x NVDA calls Dec26 $200. Plus closed out 50k in IGV amzn PLTR and MSFT calls over past few weeks. Average in and out. The best managed and positioned hyperscalers, SaaS, and chip companies win this race. But it’s a bubble and will pop…. Eventually. A little leverage until the music slows. Ie people start doing obscure shit with these AI hardware backed securities with leverage. And it gets systematic. It’s early though but I’m watching china semi industry too and data center economics. But who knows, ai singularity might enslave us all before blows up
**29% in 29 days on a position that size was enough for me. I still love MSFT long term, but at some point you gotta stop moving the goalpost and take the win 😂**
Brother its MSFT this wasnt a gamble at all
My biggest regret is when I saw MSFT at 350 and I didnt buy
I bought some MSFL, MSFT will be fine.
I mean I put 1.2 k into MSFT and walked away with 340 usd you don’t see me bragging about it…
Congrats! Curious - what drove you to purchase MSFT at that time? I’m OOL
PLTR, MSFT, AMZN, ABNB, probably more
Big tech is starting to cut NVDA out. MSFT just announced they are ramping up in house production. If you are buying billions of product from a company making a 70% net margin odds are you can do it yourself for cheaper.
Facts yo, its not gambling if you win right? My old man buy some land in the middle of nowhere nobody says gamble. I say buy like a thousand of MSFT shares last monthbut thats gambling per my mom
I'm saying hyperscalers could host open models. Or perhaps just the models they already own outright (or buy in bankruptcy) in the case of MSFT and GOOG. If LLMs aren't going away, but cloud computing might, what are you proposing??
Mag 7 YTD check-in: 🟢 $AMZN: +22% 🟢 $NVDA: +15% 🟢 $AAPL: +13.7% 🟢 $GOOGL: +13.4% 🟢 $MSFT: +7% 🔴 $META: -8.5% 🔴 $TSLA: -24%
Customer concentration is a risk, and the list includes MSFT, Meta, and Google, but a few names doesn’t make it less risky. You are also missing that these are the only customers who can demand the buildout *at the current cost*. Everyone wants housing today. Nobody wants housing at today’s prices. The customer risk is that once these big boys cut their capex, the only other entities that could spend at the same rate are governments or a handful of other international companies, but realistically nobody else is likely to spend like Google, so sales will drop off once they’ve said enough
Pussy ! 25% portofolio MSFT… was a lot in red this year (420 median) but worth it
You will get your money back. Don’t panic. That what happened to me with MSFT. 2X I put 1k in the 400 and 600c (400C was 3 months from expiration and 600 was 1 year. Entered in June..)all of June and July nothing happened stock was down -89%. As soon as I sold it last week Monday it decided to pop… my 2k would’ve been 3k+ if I had held..
Copied some other regarded congressman that has like 80% of his port in MSFT . Look up Josh Gottheimer 8 fig port mostly in MSFT
Had 400 shares of MSFT at 391 and sold them at 425 ama
Gonna keep accumulating googl and just watching PLTR and MSFT soar
5k for me, luckily broke even thanks to some MSFT puts I yolo’d in the morning, when it hit 513
I need MU, SNDK, SKHY to do literally anything so I can unload at B/E and rotate more calls into MPE. Would love a dip in AMZN and MSFT for a better entry point
I think you missed the fact that it’s trillions of dollars going in a circle, AI under performing and more expensive than people thought, MSFT totally missed the ball with OpenAI & Co-Pilot, the cost for hardware in data centers is going up AND it’s a depreciating asset, and OpenAI projected to run out of cash next year. I can go on…
SPCX welcome to the Antichrist category, you join MSFT today.
You've missed some of the early bigger moves but im in NOW and MSFT. Up pretty good on both.
Majority MSFT bag holder here, the Santa rally continues 🎅 Ain't selling them before we hit 600, might even hold them until 700-800 if I'm feeling cute
google might be the next MSFT
Meta will explode like MSFT eventually. It practically has monopoly in social media. Once it reduces its capex it should go up a lot
So tempted to take my $39k profits and MSFT and run. Feel like this stock could easily rip past ATHs though
Woah you predicted MSFT would go to 500? So did everyone else
Invest in real stock buys or real ppostions you plan to hold for 5+ years. If you are day trading or shorting/buying contracts it almost needs to be a full time job in this market. I'd but long and forget about it. NVDA, MSFT, etc.
> MSFT alone is doing around $40bn annually on $260bn of cumulative capex. And now go look how much of the "AI revenue" of MS is just OpenAI.
https://preview.redd.it/h3mi5s04clih1.png?width=516&format=png&auto=webp&s=b22a97320c2db238bbd8cd6f3608221f2d95a91f MSFT is really great.
I copied Pelosis MSFT and UBER march leaps and they are printing
MSFT green when market red is just another day
I did buy MSFT calls, $400 calls and sold them for a 10% profit. FML.
#Me a month ago: "buy MSFT, you can't go wrong with it" #WSB a month ago: "nah bro MSFT is bankrupt" LMAO🤌
Alright sold my 50 MSFT 505 0dte I got for $13 for 115. It has somehow offset my SPY calls losses for the day lmfao
MSFT only pump the first 15 mins and then dumps. Do what you will with the info.
Bought some MSFT leaps around 390 and just sold. Hopefully I don't ragret selling those. Had like 500 dte to go lmao.
Lost money on SPY calls today, but broke even on MSFT puts at 513… So I guess a bit of a wasted day. Got a great nap in at least.
Just a month ago this sub was shitting on MSFT saying that it's down for a good reason. Turns out market isn't always right.