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
META about to be delisted at this rate, even quicker than MSFT!
I’ve done a bit of both in small amounts. Friday: VOO, MSFT, NVDA, AMZN, REMX, SOFI. Basically as a hedge against my belief that this has a ways to go. For the most part I’m holding on to my cash aside what is now moved into oil and oil calls.
Nothing currently. Just DCAing in MSFT & AMZN
Down 22.94%. I’m only buying RIVN, AMZN, and MSFT at these levels. Every 2 weeks.
How will MSFT be impacted severly if Open AI folds? MSFT has a revenue backlog of 340B excluding OpenAI. Google and Amazon have a revenue backlog of 250B. If Microsoft has lots of free compute ready to be deployed because Open AI goes bankrupt. Do you think the customers waiting in line for compute at Google and Amazon or going to continue waiting or immediatley get what they are asking for by making use of Microsofts compute? If Open AI dissapears tomorrow. Microsoft will deploy its compute for other customers and it will probably still have a revenue backlog.
Was going to say this too. SaaS getting blown out is understandable since they face disruption threat. If I had to bet on the Mag7 or the rest of the SaaS companies (idea is that either AI is overpriced because it doesn't generate value or AI does generate value and will disrupt others like SaaS)? I'd take the Mag7. Nothing against ADBE specifically. I would say the same of CRM or NOW. I'd take MSFT, GOOG, and AMZN of them.
I'm on the same boat mate... But I just wanted to make some money to pay my health insurance premium for a month and bought 50 MSFT to scalp 500 usd... Endedup becoming long term investor hahaha
Do not really get it. To me there is only one company I like better than MSFT. Which is Google. I do not think people are really appreciating that the moat for AI are being set right now and Google, Microsoft and Amazon are the three companies that will be running majority of the AI infrastructure going forward.
MSFT correction isn’t done. I have 345 puts. It’s in its oracle phase. This is what they get for investing in Scam Altman.
The big tech stocks make up a large percentage of VOO - like \~35%. So I put most of my money in VOO, which is more diversified, but I have made some small individual bets on MSFT and AMZN to outperform. I don't expect them to outperform by a huge margin, necessarily.
dont know if i will survive by keep buy dips of MSFT and META
People were talking MSFT invincible here weeks ago.
Indeed. But id ne cautious in determining who will be the winner too quick. Look at how things have evolved in just the past year. But yeah, im buying all dips on MSFT n will be on Amazon as soon as it hits my starting position price. I sold googl on the high n will rebuy if the price is sufficiently discounted during this market correction. Nvidia too but less in weight.
I bought MSFT. Next week I will buy NVIDIA, goog and more MSFT if it keeps dipping.
Actually, at a current P/E of 22, MSFT is at one of its cheapest levels in recent years. Look at [MSFT's P/E in the last 4 years](https://www.stock-table.com/ticker/MSFT/fundamentals?public_uuid=72418151-a606-4b33-90df-30b21a66d4a1&timeframe=annual), it's usually in the 30's. That said, if not for the OpenAI relationship, I would have no qualms with MSFT. OpenAI is burning money so much faster than it can earn, and I'm not convinced OpenAI will be the leader in AI model development in the long-term. If OpenAI folds, MSFT will be impacted severely.
Mostly yes. Sold 12 shares (MSFT isn't my main stock) in December for $492, unfortunately I re-bought them for $412 in 6th february.
MSFT ORCL NOW ADBE SAP CRM SNOW totally destroyed... ADSK
MSFT added. It's getting close (3-4%) to the 2022 lows (homework: check chart for rebound 🤑💪)
Serious question: what do I do with my MSFT 400c expiring Mar19'27$ They are already 10% underwater and I'm scared. Would they even recover if e.g. in 3 months MSFT actually manages to go over $400? Is this even possible?
MSFT is down because it’s a software stock.
So the top holdings in VOO are The top holdings in VOO are NVIDIA, Apple, Microsoft, Amazon, Alphabet, Broadcom, and Meta Why would you buy MSFT, GOOG, and AMZN and buy VOO which own them too ?
Wrote puts on RDDT, MU, GOOG, MSFT, NVDA & AUR (and others, but intending to be assigned on these,) plus added shares of META and MSTR.
I hate this market. Too many conflicting signals. Look at MSFT. Really profitable, beaten down since its ATH, easy buy at these prices. But then you zoom out, it’s not really that battered on the 5 year timeframe, we just had an insane run up since 2022.
I have AMZN, MSFT, SMMT, and UNH. I’m fcked too
Amazon is going to shit from a customer and quality perspective. Their bottom lines might be good now but the whole DSP thing and how they handle customer service is going to drive them into the ground over the next 10 years. MSFT is the better play.
MSFT will recover from any loss from OpenAI. They make literally hundreds of billions in profit every year.
MSFT delisting next week
Bought MSFT LEAP. And sold ATPC.
Lol, I sold it... but weird it was the only thing up today. Bought MSFT instead.
NVDA, MSFT, AMZN. All on sale this week!
I bought MU, MSFT, META and SOFI.
The only thing worrying me is reddit is super confident MSFT will bounce back to 500s
Everyone in here arguing whether the big tech names like MSFT and META are cheap or not. Who tf knows. All I know is every single one of those companies is spending insane amounts of money on AI and that requires memory. Which is sold out for the next two years at least and no longer on a commodity cycle (I think). Throw your money at MU, SNDK, and maybe even WDC while they’re down. Everyone needs memory. Everyone will continue to need more memory (for the foreseeable future).
I bought VOO, GOOG, MSFT. Also bought more RDDT and HOOD i still believe lol 🙌 Waiting for AMZN to dip more then will load up. Added enough not to have FOMO in case things somehow change course, left enough dry powder for 3-4 more rounds
If we're talking about MSFT it's dropping because Open AI isn't who we thought they were. Anthropic is who we thought they were.
Be careful with your covered calls.. MSFT can shoot straight back up and really cap your gains. Made that mistake before
I’ve been DCA into MSFT over the past few weeks but it keeps making new lows, so I’m waiting a bit longer.
Always buy LEAPS. I continue rolling my MSFT leaps down in strike
It's a really good thing for everyone except those in their 60s. I hate losing 10-20k daily but at the same time it's better to happen now. Will MSFT and META go down to 8 PE again? Bring. It.
MSFT and BA today. I think BA will be good both short and long term. There’s more demand for aircraft both commercial and military than there are supply. The backlog is 10 years + and only growing faster than they are being produced.
That's not what he's talking about. He's saying that if Open AI dies sooner than expected, then MSFT will have a shit ton of future business that isn't actually going to happen. All that business was priced into the stock... already. So, if Open AI dies, it's like your single biggest customer dying. The stock would need to be repriced, dramatically lower
Bought some MSFT as we are getting to the big 350 support. Bought some meta cuz why not. Added some BRK yesterday. Still sitting on 20% cash waiting to deploy half on capitulation and half after we see a clear sign of reversal.
He copy/pastes that into every post that mentions MSFT
Today MSFT. Last week a lot of sub $11 AAL Thinking that I might just start setting myself up to buy more MSFT and some MU through end of this year as my hedge against the fear that people are showing for stocks trading around the AI revolution underway
They aren't "literally" printing money btw. Market is forward thinking. There's a reason for the sell-off. Just like There's a reason MSFT is dumping.
#1, MSFT literally cheapest vs s&p *ever*. #2, it’s a trade, I get there’s ling term risk. #3, nice to know I’m not the longest winded per on here.
IBM, MSFT, also eye balling JPM
MSFT has been red for 9 days in a row. That's insane for a mega cap stock.
#1, MSFT literally cheapest vs s&p *ever*. #2, it’s a trade, I get there’s ling term risk. #3, nice to know I’m not the longest winded per on here.
I’m just so ready for next Friday, I’ve been working 12 days in a row and 8 days in a row 12 hour shifts. This will be my biggest paycheck of my life and it’s perfect timing for it My plan is RKLB, MSFT, Google, VOO, RIvian, Tesla, GLXY
I had reservations about MSFT mid last year but everyone was telling me I was nuts if I didn’t buy in as it was undervalued. I bought in, and it has been going down ever since. But it has been a priceless lesson of something that I’ve experienced over and over again: anytime I don’t listen to my gut and follow what some ‘expert’ or article suggests, I lose. I like doing my own research and generally trust my approach.
I'm getting a similar strong feeling of when GOOGL sold off to $150 last year and then immediately rocketed to over $325. MSFT should be the backbone of every long term portfolio and seeing it 25-30% off is a no-brainer buy.
A few enterprise software companies will double before they wither. MSFT is literally the cheapest vs the s&p ever. Nvda is a must to fade in. When Meta bounces, watch out.
Next week probably after I see some better signs. I already bought goog, MSFT, Apple over a year ago so still good but want more for cheaper
I bought some NVDA, MSFT, and DPZ
MSFT isn’t “cheap” it’s just cheaper than it was when it was at ridiculous valuations. A nearly 3 trillion dollar valuation while Windows is getting destroyed by Apple and to a lesser extent Linux. AWS and Google are destroying Azure growth which is only propped up by their OpenAI deals. They’ve invested an insane amount of money into AI and are still falling behind. Corporations will start building in house solutions using AI instead of paying for Microsoft software. Governments are transitioning away. It’s getting really ugly for MSFT very quickly.
But MSFT, NVDA, META are somewhat immune and already pretty damn cheap. A slow fade in seems prudent.
This is a much more dire situation than tariff last year, but things are getting too cheap. MSFT/enterprise software is the best risk/reward imo, but NVDA & META are cheap. AMZN very close. Google is the future but just head & sholdered. AAL/UAL close too. Wish AVGO & TSM would drop more.
I opened a $1500 position in MSFT. I figure it will get dropping and I’ll keep adding to it.
Yes. I know they will likely keep going down, but META and MSFT are already in value territory.
Kinda new to stocks. I'm 5k down on 50k because I DCA'd down many of the big name dips, like MSFT and META. Is this fucked or typical of buying opportunities? I was feeling pretty good about my averages till the floor fell off.
$MSFT and $META. Liking where $GOOGL is trending too.
A megacap being down 30% is the bottom or close to it, just buy and forget about it. It's so funny seeing people screech about MSFT or META going to 100.
MSFT, HOOD, BMNR (Broke Lee)
Sold a TQQQ put when the VIX went over 30. I bought MSFT a little early, but \*shrug\*. I got it at a good price, and if you wait for a perfect price, you'll be waiting forever.
I have been slowly buying more GOOG, MSFT, and META during this downturn. Epic deals to be had, everyone thinking these are duds, are just emotional simpletons who just knee jerk react to the current moment.
I'm putting all my extra cash into Meta and MSFT atm. All my automatic 401k deposits still continue to go to voo equivalents. Nothing changes there.
Buddy sees NVDA and MSFT drop double digits and somehow chooses to keep his money in… Yoga pants? Holy sunk cost.
MSFT is a money printing tech sovereign that is a multi trillion company and STILL has not fully matured, still has completely nuts quarterly growth and with no reason to slow down. I keep seeing posts that EU and others would move away from MS enterprise products... brother, to what??? GNU, lol?
if it get cheaper, buy a bit more. no one can say for certain, but I bought TSM, MSFT, META and GOOG
What’s your base case for META and MSFT? do you see a swift recovery if Iran and other macro events straighten out? MSFT is currently below its 200 EMA and META is just above
Cam Hank pizza save MSFT
yeah exactly META MSFT are down more than a third already. I am not sure historical data matters here, cuz MSFT probably discounts an extra 10-15% just for being software sector and META is ofc more volatile... but literally every indicator say "buy buy buy" on these 2 specifically
MSFT is basically at 2022 highs
Are you bagging on MSFT? I just bought 5 more shares today. Do you really think it will not be meaningfully higher in the next 4 years? My next order is a buy of 10 shares at a limit of $340. It’s a major buy at this price.
I wonder if it could get so deep red that I'll even sell my MSFT bags
all I want is MSFT in the 200s
banbet: MSFT will have at least 1 green week by the end of april
Half of r/ValueInvesting aped into garbage like ADBE NVO DUOL PYPL and got wiped out. The surviving half decided to yolo into MSFT and GOOGL thinking big tech was a safer bet only to get wiped out as well. Full on genocide of the ValueInvesting bulls.
I get it. So it's like after the market has a bunch of down days you realize MSFT is the buy?
2025 and 2024 gains wiped. borrowing 40% of the 100% I can borrow from margin so could get called if my 3 stocks AMZN, META, and MSFT lose another 30% which i dont think msft will get to 250, and meta to 360 but under this dumbass nothing is out of the picture, worst case i will have to sell all my 401k and pay the 10% and the income tax and move it to my borkerage
MSFT and META having a competition to see who can drill harder
Sure I’ll buy MSFT at 400 it’s not going much lower right 🤡🐀🎪🤹🏼
I went 80% cash before all this shitstorm, but now i'm loading up. Its useless predicting anything with this US administration. I'm rather enjoying all the volatility. MSFT, META, RDDT and some indexes here and there are looking well priced to me for long term. I'll look at MOS too. My whole problem with this US administration is, things don't go how they should be happening in a normal situation. This administration could announce boots on ground next week, or announce a ceasefire deal with Iran. Legit coin toss. It goes down, I'm buying more. It shoots back up, i'm not beating myself for not buying on this dip. So yeah, I might make less money than others in the end if it keeps dipping. But hey i'd be buying low and selling high, making profits and not the other way around.
Are these CCs 0DTEs? Then you should make roughly 20% a year, at least as long as MSFT doesn't rise more than 8% a day. However, due to vol crush you'll have to lower the strike closer to market :/
Only reason why MSFT is dumping rn is because theres a shit load of calls expiring 4/17. I think MSFT will have a relief pump in april.
Looks he has 900 MSFT shares and sold 9 calls against it to earn $225 for vacation
If I don’t buy MSFT at this point I cant be a serious investor at all. I don’t buy the narrative thats been around its downfall at all.
The penny was replaced by MSFT shares.
It's debatable but I think media and tech are far more sheltered than energy, industrials, defense etc. Media- NFLX and SPOT (speaking on core business fundamentals, not the recent M&A stuff with Warner bros) Tech- MSFT, SAP, GOOGL: large caps that borderline on monopolies but aren't, and don't primarily rely on Govt revenues or subsidies Also listed some international as you can see, there's some sales going on for sure IMO
If you are sitting on cash seeking a long term home, this is a great time to buy in to MSFT. Betting against these guys long term is a mistake.