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
Risked 5k in weekly MSFT calls for 14 whole dollars 😎
Sold my 5k of weekly MSFT calls that I was down 1k on for 14 dollars 😮💨🙌
I think you can't know the future but can make very strong educated guesses. I think the worst case fears of a 20 years war seem way overblown and feel confident it won't happen. Moreover, at these prices it has to be a binary bet. If it resolves quickly many commodities are going to collapse. If that risk is not something you want to take there are tons of great companies like software that have been pummeled to the ground like MSFT still delivering 60% profit growth.
Put 5k into MSFT weekly calls two hours ago and have averaging down and much stress I’m Proud to say I sold for 14 DOLLARS 😂
MSFT short is so dumb bro
!banbet MSFT 410 1d
!banbet MSFT 410 2d
1) anyone doing anything to "play" CPI tomorrow? I am not but I am worried that it meets expectations then everything shoots up 2) anyone else have been trying to buy the dip in MSFT? This sub used to discuss it non-stop but every MSFT fan has disappeared. I've been trying to buy the dip for days and officially gave up today and bought 20 shares in my Roth IRA to forget about. It's been painful, I've repeatedly bought in dips, held through losses, then sold at cost. This thing has zero momentum
Time to buy more MSFT I guess 🥹
There is no way that's going to print. MSFT doesn't swing wide enough to approach that in the time necessary to break even. You're going to be destroyed by theta burn.
It fell because in the last few months investors rotated from software to industry, this because of lack of liquidity along with concerns about the "AI bubble" and an incoming market correction, also war. After this war resolves liquidity is coming back and money is expected to flow into software and tech again. When that happens MSFT should rise quickly to $500. This will probably happen within the next 2 months, maybe sooner.
MSFT 400-404 buy calls. 406-410 sell calls. Wash. Rince. Repeat.
Oracle shit affects MSFT
The spread in the current price and buyout price is parts risk (will the deal actually go through) and parts opportunity cost. If you continue to hold WBD today, let's round up to $28/share for simplicity, well absolute best you can do is $3 profit or about 10.7%; that is the ceiling. This deal could take months or possibly year plus. The SP500's annual average return with dividends reivnested is a little over 10%. So by holding WBD, and let's assume the deal takes 1 year to close, you're just matching the SP500 return. Opportunity cost simply means, there will be many who would rather take the money out of WBD, and use it to try and capture a larger profit margin. As the deal closing date approaches and as risk erodes, you will start to see the share price slowly creep to $31. That's because the opportunity cost of the money declines with the time window. I have a year to beat 10%, or I have 3 months to beat 7% or I have 1 month to beat 3% etc. Same pattern plays out for any buyout. If you see something else it means the deal was at risk for whatever reason (another bidder, regulatory approval threat). MSFT and ATVI was an example that bounced all over the map due to regulatory issues. IBM and HCP followed standard playbook.
The fact that MSFT has the ability to keep being pure trash is pretty astonishing
Trying to use copilot to make a PowerPoint. Now I can see why MSFT tanked. These tools are absolute garbage.
MSFT bagholders at 500
alright here's why I think PLTR is going to go up tomorrow. It's down hard today -3% on nothing while everything is green or at least flat. Whatever happens in Middle East, it only helps Palantir. The biggest optimism is based on Oracle earnings, regardless of what happens they will announce shit ton of CAPEX spending on AI which is heavily tied to PLTR, NVDA, MSFT, and cloud stocks. 160 strike 3/13 expiring is at $0.60. That's a 10 bagger right there I have 20 options.
Need one of you to make sure the coroner puts MSFT as the cause on my death certificate
It’s okay MSFT you go when you feel like it
Imagine buying MSFT shares while simultaneously being ass fucked daily by their shitty AI slopified OS with dogshit performance and it only keeps getting worse after every single "update" they do in order to push more AI bullshit into their "ecosystem" Now that's what I call peak cuckery
MSFT moving with oil now, TF lol
Can't wait for Oracle to send MSFT on it's next leg down after hours
It's impossible for MSFT to be green
I agree with your positive sentiment but this is likely to be a slow burn. With all of the volatility in the market as of late, a true buy and hold position is a refreshingly low stress way to see some significant upside if we're patient. Watching other stocks move while MSFT is range bound can be somewhat frustrating, but turning off the chart and just waiting this out seems like a solid move to me.
"Great question! But no, it is not dead. Rubin is in production, but not yet in customers' hands—meaning the chip exists, but it is currently being demonstrated to show how it actually works. At CES, Jensen did say rollouts would begin mid-year. He is trying to pitch this as an addition to Blackwell, positioning Blackwell as the generative AI workhorse and Rubin as the AI specialist." so far... these guys are signed up to get them: MSFT, AMzn Goog, Oracle, Coreweave,Nebius, Lambda, nscale...
Lol too funny...The minute I sold MSFT this shit literally starts recovering. Mr. Market really is watching me. Oh well, fuck you.
Picked up some MSFT 401’s and they do the thing
Okay so I just closed MSFT. It should take off now, but I am done with this shit.
Remember all those people talking about MSFT $350 a few weeks ago. They alive?
Sell MSFT pls, Satya's bald head is reflecting pumps
MSFT the biggest pile of dog shit I've ever seen
Fucking MSFT. Useless fuck.
Is MSFT a real company? 1. no, fake and gay 2. no, gay and fake 3. no, windows 12 will keep it at 400$ forever, bbecause it will suck balls Also - i am a forever investor it seems. One might say... bagholderikus retardikus
Been tracking options flow on MSFT today and noticed something interesting. Total options volume: 177k Calls: 100k Puts: 77k Net dealer gamma: +$167K Flip level: $408.75 Seeing a bunch of sweeps hitting the tape. Not sure if this is positioning ahead of something or just hedging. Anyone else watching MSFT today?
FUCK YOU MSFT. FUCK YOU and your fucking homopilot.
Told you about MSFT. Two year of nothing and still underperforming like a shit. Puts are free money
US Market and Jane Steet fake pumping MSFT
MSFT is the king of cuck stocks.
MSFT stop fucking around come on
Waiting QQQ pull back, then MSFT puts gonna print
MSFT does the complete opposite of the market. Market crashes MSFT is green…Market climbs MSFT dives
MSFT is my largest position and i always lost money
who murdered MSFT?
Can MSFT just shove a green candle up the stock market
Even fucking TSLA is green, what the fuck are you doing MSFT.
Oracle earnings could also tank Meta and MSFT if data center build out doesn’t meet expectations (it won’t). With CPI also hitting tomorrow AM, tread lightly
Wtf why is MSFT red when half the market is green
MSFT IS a bargain. I just gotta do it? Anyone else
MSFT the king of gays. I am never getting out of this piece of shit am I?
You got this MSFT follow nvidia
MSFT I'm crying bruh you are SO ass
Why is MSFT such a weak limp dick company lmfao
Free $700 a week from my MSFT Cc’s cuz people can’t read retarded anthropic diagram showing AI adoption is non existent lmao.
Bols in this sub bought MSFT and became bagholders cursing MSFT every day here. You guys are regarded
MSFT has a "kick me" sign on its back
MSFT you fucking piece of shit!
WTF is up with MSFT... all I read is about how cheap it is... well somebody doesn't think so!!!!!
MSFT do you just wake up wanting to be fucking gay? FUCK
>the job market is rolling over, High quality state benefits data shows the opposite. Layoffs are still at historic lows. https://i.imgur.com/gr7vPsz.png Even continuing claims, which measures how quickly people land on their feet is improving: https://i.imgur.com/iMcdflK.png Job creation and hiring, particularly of entry level jobs disrupted by AI is slowing, but job market is not rolling over. That doesn't mean people are not hurting out there or K-shape isn't real. Re valuations, S&P forward PE is 21, not much higher than the 5 year average of 20. When companies like MSFT are delivering 60% YoY growth and S&P as a whole 14%+ earnings growth, it doesn't look so expensive.
MSFT tanking. Looks like we are actually back to normal.
Down hard on MSFT CRM PG would love to be flat! Consistently learning not to buy dips too soon, down a thousand here and there fucking sucks
with a vertical you're fighting two legs, your spread width caps your recovery options, and rolling gets expensive fast. i'd rather take the margin hit on a naked put at 0.18 delta on something like MSFT and have full flexibility to roll down and out for a credit when i need to.
(been saying nonstop) no correction while MSFT, etc & are 1/2 off. Simply too obvious a place to fully relocate. Same with healthcare. Quality never leads a correction.
Averaging in AVGO, MSFT, GOOG, META, TSM - all 20-30% off ATH. The war doesn’t change AI/tech long term thesis, although watching out if there is a prolonged impact which may delay some of the capex commitments in a recessionary economy. Hard to stomach so much volatility though, so position sizing is as small as it can be - spread weekly vs monthly earlier
If I did that, I'd have sold MSFT at 50 instead of hodling until it reached $400 Sounds like you're gonna make a small fortune out of a bigger one
ORCL is still at a higher PE than MSFT META and those dumped hard. Market is rewarding the ones with a moat (VRT, AVGO, MRVL, BE) and dumping the ones that are dime a dozen. There's nothing inherently special ORCL CRWV NBIS etc are doing. Disclaimer: I am shorting BE, expecting it to dump on ORCL earnings because it has run up so much
Nice I caught MSFT at near the current bottom shortly after the open doing the same thing lmao
For PATH? Im generally a longerterm investor. This to me is just a positive asymmetric risk bet. The pros out weight the cons for now I dont have a long term view of them. I think for them to survive they need to sell or merge. The hyperscalers will own the inference layer very soon. Basically the infrastructure layer over software will be owned by the MSFT, GOOG, AWS, OAI, ANTHROPIC very soon. They are just able to outcompete them. I think they need to be bought by someone. dell, orcl, hpe, etc.
And alot of the "buy now at any price" crowd hasn't lose $5K, $10K in a week, right after investing. It is literally burning money. There is no reason to rush into stuff either. Look what would've happened if you rushed into consumer staples last year. You'd have lost 15%. If you went into CRM or MSFT or ADP two months ago, you'd be down 20%, etc.
My only recent buy has been MSFT. Picked up 250 shares at 415 and then of course it dropped right after and is struggling to get back to that point, but the targets on it all look great, so I'm not worried. I have a large position in NVDA and don't plan on touching that. I've been watching META, but I might already have too much in that sector. I'm watching RKLB, ASTS, AVAV, LLY, but no solid plans.
There's really no way MSFT survives the AI apocalypse, they truly fucked up and missed the boat. Co-Pilot is dead dead dead. Windows on life support. Office and Cloud are dying. You will love exiting any position above $400 in just few short months. March 9, 2026 if anyone wants to mark it.
MSFT should stop access to fly simulators to all now
I think MSFT is finished. Toast. Caput. If you can still get out, get out NOW.
…a correction? 10% drawdown peak to trough is, literally, the definition of a correction, like the one MSFT has been in since earnings
I'd advise against discretionaries at this time. It's just not the regime. That's for when the market is quiet and peaceful. People are hella conservative when market conditions aren't so great. Would advise going with the midcaps as opposed to the Russell. So something like IJH instead. RSPT and SMH aren't bad either right now, if you still believe in the AI infra trade. FWIW, I have existing positions in AXP/BLK/MSFT, albeit underwater. They're just holds for me. I've tried some bank stocks like BAC as well, but they haven't been so great. I might just give up on them after the umpteenth time of trying to play them. YMMV.
Thanks for the detailed game plan. But why me? I've been selling cash covered puts and sipping some of the dip. AXP, BLK, and MSFT. Thinking about LVMUY/BAC/IWM too. Tried to sell SVXY puts but no one bit.
Schwab giving me atrocious fills on these MSFT calls
In a market where people are desperate for direct AI exposure beyond just buying NVDA or MSFT, VCX is one of the only ways for a retail investor to own the actual model builders. We saw DXYZ trade at a massive premium for exactly this reason; the demand for private tech usually far outstrips the supply of shares available to the public. Plus, with their 1-year return sitting at over 60%, the momentum is already there. If you missed the private entry window, paying a small premium tomorrow might still be the 'cheaper' move compared to waiting for these companies to IPO at 10x their current valuations.
MSFT is so retarded lol
To answer OP - MSFT, NOW, NET, CRWD, CRM, etc. Were in the middle of a rotation out of Semi's and into SaaS. Once the institutional rotation is done, the narrative will shift. Look out for headlines about cost per token still too high - this will be the initial seed that will lead to "Enterprises are not yet willing to take on transition risk until the cost benefit of AI is overwhelming." Were not there yet. Start-ups who are aggressively deploying AI for workflows are talking about how token costs are turning into significant line items in their balance sheets. Once the narrative that the AI mass-adoption timeline is getting kicked down the road from a few months away to a few years away, SaaS rebound will already be in effect.
Ran it live this morning. 101 Nasdaq 100 tickers scanned. Macro system flagged STAGFLATION as the dominant regime. VIX at 29.5. Most high-beta names got killed by the Regime gate. AMD, AMZN, MU all scored 7/100 on regime. After the full pipeline, 2 trades survived all filters: CTSH and MSFT, both Iron Condors. I copy and pasted the results into Claude bot: $1.5k account, day 1, what do you do? It said MSFT only, 1 contract. Best EV/Risk of anything the scanner produced today. Sized right at Kelly for a $1.5k account. Entered the trade. Got filled at $2.00 credit — $200 max profit, $300 max loss, breakevens ~$383/$427, 66% PoP. Will post results when it closes.
Ran it live this morning. 101 Nasdaq 100 tickers scanned. Macro system flagged STAGFLATION as the dominant regime. VIX at 29.5. Most high-beta names got killed by the Regime gate. AMD, AMZN, MU all scored 7/100 on regime. After the full pipeline, 2 trades survived all filters: CTSH and MSFT, both Iron Condors. I copy and pasted the results into Claude bot: $1.5k account, day 1, what do you do? It said MSFT only, 1 contract. Best EV/Risk of anything the scanner produced today. Sized right at Kelly for a $1.5k account. Entered the trade. Got filled at $2.00 credit — $200 max profit, $300 max loss, breakevens ~$383/$427, 66% PoP. Will post results when it closes.
Ran it live this morning. 101 Nasdaq 100 tickers scanned. Macro system flagged STAGFLATION as the dominant regime. VIX at 29.5. Most high-beta names got killed by the Regime gate. AMD, AMZN, MU all scored 7/100 on regime. After the full pipeline, 2 trades survived all filters: CTSH and MSFT, both Iron Condors. I copy and pasted the results into Claude bot: $1.5k account, day 1, what do you do? It said MSFT only, 1 contract. Best EV/Risk of anything the scanner produced today. Sized right at Kelly for a $1.5k account. Entered the trade. Got filled at $2.00 credit — $200 max profit, $300 max loss, breakevens ~$383/$427, 66% PoP. Will post results when it closes.
Ran it live this morning. 101 Nasdaq 100 tickers scanned. Macro system flagged STAGFLATION as the dominant regime. VIX at 29.5. Most high-beta names got killed by the Regime gate. AMD, AMZN, MU all scored 7/100 on regime. After the full pipeline, 2 trades survived all filters: CTSH and MSFT, both Iron Condors. I copy and pasted the results into Claude bot: $1.5k account, day 1, what do you do? It said MSFT only, 1 contract. Best EV/Risk of anything the scanner produced today. Sized right at Kelly for a $1.5k account. Entered the trade. Got filled at $2.00 credit — $200 max profit, $300 max loss, breakevens ~$383/$427, 66% PoP. Will post results when it closes.