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
Still all tech expect MSFT is red every fucking day Rip
Need MSFT to move 2% every day for the rest of the year. Thanks.
If MSFT could go right to 420, that would be really neat.
Go MSFT go you beautiful bastard!!
Congrats to anyone that got MSFT below 400.
MSFT the new penny stock lmfaoooo
I saw the same video on IG. I suspect it's not accurate because I recall there is a huge spike at the very end, which you would think is NVDA right? Well NVDA became largest market cap in mid-2024, when bulk it's run-up was already in place. So you'd have mostly AAPL and some MSFT carrying that last leg up. While they did well, they didn't go parabolic as the video's chart suggested.
No more Mr. Nice MSFT
everyone with a 401k and a target date fund owns MSFT - and will keep buying.
MSFT you could’ve done this weeks ago…
MSFT never goes up when you need it to and instead goes up randomly like this
MSFT immune to all this war bs, feelsgoodman
MSFT immune to all this war panic BS
At least $100 more to go MSFT. Get your ass to work
Puts that I closed at open, MSFT and ASTS are my MVPs today
I did not think MSFT would be carrying my port but here we are
Looks like this is the bottom for MSFT (for the 60th time)
Truth is i’m cheering on MSFT just to dump my bags
I didn't buy QQQ, I have PYPL calls LMAO And yesterday I was about to buy MSFT/software stonks, probably doing that into close 🚀🚀🚀
You know things are fucked when MSFT is the only one green
How have I dca’d MSFT for a year like I’m 95 and still down 🤡
Any type of catalyst would fling MSFT up right now
They called me a clown for full porting MSFT look at me now
sold puts and printed. Expected a bounce to re enter puts, bounce happened and my retarded ass chose MSFT puts when it bounced to 395.
Trump AI power summit spotlights grid choke - hyperscalers (AMZN/GOOGL/MSFT) face 100GW+ data center thirst, but "Rate Payer Protection" forces self-fund gen over grid raid. Correction: No margin gift - natgas/nuke IPPs (CCJ/NEE) win dedicated capacity mandates, not tech lotto; interconnection lags (3-5yrs) cap AI hype multiples til permitting eases. Fade big tech post-meet unless firm PPAs ink - watch utility regulation unwind.
I am actually breakeven on MSFT now cos the dollar strengthened :o But now I don’t want to sell it (even tho I was begging to just break even a week ago 😮💨)
Oh it is an absolutely retarded play dont get me wrong but if you are in margin AMZN just trades sideways and MSFT is way behind in AI
MSFT made a complete 180 since I checked this morning holy
Even on a Green Day, MSFT still manages to piss me off. 😒
NVDA and MSFT close to their opening price today while energy stocks are down with Brent oil sitting over $80 should terrify anyone yolo'ing back into tech right now
lol MSFT isn't going to make a big recovery any time soon
So MSFT gonna circle jerk again or we going for big recovery
Only way is up for MSFT now (probably).
Iran will need lots of MSFT and NVDA when they rebuild.
🦅 🇺🇸MSFT🦅 🇺🇸 Next stop 402
MSFT finally doing me right!
Of all regarded stocks it’s MSFT that turns green first
MSFT 400 feels like SPY 700
MSFT will bang your mom without even asking for permission
Green MSFT in Bag7, hell frozen over
MSFT 400p p p p printed 🥳🥳 Will ride this 400>395 train up and down all month i guess
MSFT is green? yeah right, do they think im an idiot
MSFT being the only thing green in my port
SOLD MSFT RIGHT BEFORE IT V’d I BELONG HERE ⛳️
Crazy how MSFT has been falling for weeks, even on green days, but suddenly now shows this insane regard strength
MSFT was oversold but also lmao
MSFT bouncing to the $415-$420 level this week
Cracking up at MSFT of *all* stocks managing to creep into green
Look at that BTC V holy shit MSFT just went green as well Ber are fuk
MSFT green again is so funny
Told ya about MSFT get on the rocket still room
Yup, and carrier companies like NVDA and MSFT have chained themselves to timebombs like OpenAI and CoreWeave. We've been setting the table for a *serious* potential fuckup.
Rotation into MSFT, everyone quickly!
MSFT wanted to go green just on this particular fucking day
All things considered I’m pretty happy with my MSFT shares
I'll have to look them up, because AAPL crushed it and got hammered, MSFT crushed it and got hammered. NVDA basically destroyed every metric historically and got crushed.. and TGT reports earnings, while their supply chain is being fucked into the ground and they are green.. They must have announced a new line of products that cure death or something.
Interesting to see a lot of SAAS names green. Also some of the more beaten up Mag7s like META and MSFT are showing relative resilience vs the wider market. The names that led us lower might be the ones to lead us higher when things turn bullish again
I don't own MSFT i just leave it up cause I like watching it fall, won't be happy till its 200, microslop away
Get on the MSFT rocket before it leaves station
Personally buying more MSFT. Idk wtf I'm doing
Ofc I'm a video game nerd, but anyone looking at $SONY, $NTDOY, $MSFT, $U after the recent pullbacks
Why I didn’t hedge with MSFT puts I will never know. My calls are in shambles
Puts prices are ridiculous. MSFT only down 1% and puts up 100%
Hmm MSFT and AAPL holding p well
Put away that green chode MSFT
It's not about "the market" because the "market" is now NVDA and AAPL. It's how horrible some individual stocks have done. Consumer staples were crashing like it was 2008 last year. Now stocks like MSFT, CRM, BX have/are
They flipped Apple green, next they’ll flip MSFT and NFLX
How the fuck did MSFT just swing 2% up and down in a span of 5 minutes lmfao
PYPL PLTR MSFT META NFLX god candles at open holy fuck guys
Oh my MSFT. I can respect that.
May as well trade MSFT both ways. 390, calls, 400, puts.
At least I get a MSFT dividend next week 😭
I guess I will find out lol - its not like its a lot of money.... I have a few May 15 options (MSFT, AMZN, AMD, SOFI) which amount to most of my port (\~€8400). And then I have this one CFD position which I just entered yesterday - 30x SEZL @ 74.43. My excess liquidity is still $755. I just got some notification that it is nearing the 10%. Whatever. I hvae no clue what exactly I am doing anyway, so might as well get forced to take a hit on that CFD position. Just hoping that everything calms down until these calls expire.... That would be a bit upsetting to lose it all
I bought some GOOGL Sept 350C and they've gone down every day since I bought them. Do I just cut my losses. MSFT scarred me
https://preview.redd.it/g2fk8svzzsmg1.jpeg?width=1440&format=pjpg&auto=webp&s=2f09fc256dc44e7559344d62e977ca1eec9b8e3a First MSFT, then fucking war.
Oh boy. What a ride last week was. Bro if you want a laugh, look at my latest loss post. TL;DR: this AXTI position worked out and I got max profit of 18.6k, life good. I YOLO'd 20k on MSFT calls. Made 13k in a couple days, life very good. I got cocky, YOLO'd 32k on MSFT calls. Underwater massively. Doubled down. Even more underwater. Sold for a 38k loss. Life feels not good, but was actually good. Family member dies, and my mom my have cancer, and I get news that I'll be laid off soon. I get stressed and say, fuck it, let me yolo 54k on 0DTE SPX puts. DOWN MASSIVELY. I see that Microsoft recovered and I would've broken even if I had held. I revenge trade by doubling down on my puts. Down even more, sold for a 69k loss. Life definitely not good now. So yeah, in 2 weeks, I went from 150k to 55k. My total I transferred to Robinhood was 85k, so I'm underwater all time now. I got a lot of support in the comments and in DMs, and I ended up putting my money in shares and chilling. Right now, I have a few covered call positions, that'll net me 16k in premium in about a month. I'm in a better headspace now, and am done with short dated options. I'm sticking to shares and selling covered calls and cash secured puts. I might buy leaps in a few months time, but not now. I also took a break from trading. Just letting my shares sit idle and the covered calls will automatically sell if ITM at expiry.
MSFT cant go 1 day without being an absolute dogshit
in no world is MSFT or AMZN better risk reward than MU
It def can and I too believe that if there was a correction soon that some of these (but not all) would not be hit as badly as they could've been especially for example MSFT and amzn. But tbh google, nvda and apple are still pretty much a stones throw from aths. These will likely get hit harder...
NVIDIA Apple Amazon Google and MSFT are already on discount and a stronger dollar could attract more investors
I read the Reddit post you linked (the one titled *“The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly – $15 → $150 PT.”*). Here’s a clear assessment of whether it’s mostly credible or mostly bullshit. ([Reddit](https://www.reddit.com/r/wallstreetbets/comments/1pyghud/the_entire_ai_buildout_google_nvda_msft_is/)) # 🧠 What the Post Claims The author argues things like: * The entire AI industry’s *growth story* ends if one tiny \~$700 M company (AXTI) doesn’t control a critical materials supply chain. * This company is supposedly a “bottleneck” for everything from photonics and AI interconnects to advanced AI compute hardware. * Without this company, Google, Microsoft, Nvidia etc. are somehow crippled. * The author suggests a huge stock price jump (from \~$15 → $150) based on this. 🚩 That’s a **huge claim** predicated on a *single tiny supplier* controlling the fate of multi-trillion-dollar industries. # 📉 So Is It Mostly Bullshit? **Yes — it’s mostly nonsense for the following reasons:** # 🔹 Oversimplified Supply Chain Argument The Reddit post treats one supplier of *Indium phosphide substrates* as the single point of failure for AI hardware. In reality: * AI infrastructure is extremely complex, with *many* suppliers and substitutes. * Technology companies proactively diversify sources for strategic reasons (especially when there are export controls or geopolitical risk). * A single $700 M company does *not* realistically control the global AI buildout or determine whether Google or Nvidia can deliver AI hardware at scale. ([Reddit](https://www.reddit.com/r/wallstreetbets/comments/1pyghud/the_entire_ai_buildout_google_nvda_msft_is/)) # 🔹 AI Buildouts Aren’t Dependent on One Small Supplier Major AI compute (like GPUs, TPUs, ASICs) depends on an ecosystem of *hundreds* of component and materials suppliers, not a single tiny company. Intel, Broadcom, Samsung, TSMC, and others all play parts. The post cherry-picks one component as if it’s *the* choke point, which is extremely dubious. # 🔹 Stock Price Predictions Like $15 → $150 Random price targets on low-liquidity stocks from Reddit posters are almost never based on rigorous analysis — especially when tied to speculative “bottleneck” theories. Community responses in the thread itself were skeptical: many commenters outright called it bullshit, pointed out stock dilution issues, or noted that similar Reddit DDs often fail. ([Reddit](https://www.reddit.com/r/wallstreetbets/comments/1pyghud/the_entire_ai_buildout_google_nvda_msft_is/)) # 🔹 Real Industry Context Doesn’t Support the Thesis Broader market analysis shows: * Nvidia, Google, Microsoft all have vast supply chains and strategic partnerships. * Companies like Google are building out their own TPU and photonics efforts independently. * The AI industry isn’t going to stall just because one small supplier has some role in materials. ([CMoney - 幫每一個人做好人生投資](https://www.cmoney.tw/notes/note-detail.aspx?nid=1065602&utm_source=chatgpt.com)) # 🎯 Bottom Line The Reddit post reads like typical *WallStreetBets hype/DD*: * It **overstretches a niche technical point** about materials into a sweeping existential claim about the entire AI industry. * It **extrapolates massive financial returns** from speculative bottlenecks. * The broader market reality is far more diversified and resilient than the post suggests. ➡️ **Verdict:** *Mostly bullshit or extremely overstated.* Use it as entertainment — **not** as investment or industry truth. If you want, I can summarize the *actual* key supply chain and materials challenges in semiconductor/AI hardware — in a real industry context — and what realistically matters.
# Is MSFT a good buy at $398? New investor looking for perspective Hi everyone, I’m fairly new to investing and just started building my portfolio this year. I’ve been watching Microsoft (MSFT), which is currently around $398.55. I noticed it’s been falling in 2026, and I’m trying to understand why. Is this mainly due to macro conditions, valuation concerns, or something specific to Microsoft’s fundamentals? I’m investing with a long-term horizon (5-10+ years), not looking to trade short-term swings. I understand MSFT is considered a strong company with cloud and AI exposure, but I’m unsure whether this is a reasonable entry point. Would appreciate insights from those who’ve held MSFT through past cycles: how do you evaluate it at current levels? Thanks in advance!
NVDA builds the GPUs, NBIS builds the datacenters and provides a "full stack" training center for AI models. Meaning they provide the hardware that NVDA builds to customers like MSFT, META, and others. As long as NBIS can support this new GPU or inference cluster, it will benefit NBIS, if they dont, it probably wont impact them much.
Hey......there was a guy that posted he'd show everyone his peen if MSFT was green for the day. Did he get called on that?
Gold will be fine long run but we are gonna get a stronger dollar here which makes megacaps who have taken a beating look like better investors to non Americans - Amazon Google NVIDIA AVGO Lily even Meta and MSFT Tesla will prolly leech from association A spike in the dollar could have metals take an initial hit
Holding MSFT feels like edging your dick but instead of cumming, mike tyson comes into your room and starts beating the shit out of you
I just did that with MSFT. Little did I know it still had another leg down to go.....