Reddit Posts
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,
Built the Free All-in-One Smart-Money Tracker
I gonna sell these stocks and they will fly, based on recent data.
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
Stop buying my position and crashing it 🤬😡
Mentions
Let's go MSFT. Firm the Bandaid Vanguard
I feel like there are alot of misundertandings about AI from the general audience. Today, a very small number of individuals are using the largest amounts of GPU to train LLM's. We are still in a period where major advancements are made every 1-3 months. Tomorrow, billions of individuals and billions of devices will consume GPU for interference. At same time LLM's will continue to train and custom SLM's will become more common. Also during this transition, you have to consider the total amount of GPU compute will have scaled up exponetionally. "Today" was more like like 2015-2022. And in 2023 to present we are seeing the early adopters consume AI, and slowly inching towards "tomrorow". When you say OpenAI and Anthropic are the ones consuming substantial amounts of GPU compute, I see that as the expected behavior, because who else would need that today and could justify the cost? With respect to "circular financing", all you need to do is research OpenAI and Anthropic fund raisings to see the large majority of money is coming from private equity and institutional investors. And only smaller portions are coming from big corporate. MSFT's large equity stake in OpenAI isn't because they pumped in hundreds of billions (whats it's currently worth), it's because they invested early and their return will be in the range of 20-35x. They didn't even pump in "tens" it was $13b.
MSFT candle to $505 coming in 3 min
so everything crashed and burned. IF not for MSFT we all would ve at Wendys
MSFT calls expiring in 3 months. Sell now or wait?
Held Goog through earnings, dumped MSFT pre-earnings. Check in with me for more stock tips.
What’s wild about MSFT is this insane rally. People can’t seem to separate unrealized capital gains from a speculative valuation vs actual real revenue. If you stripped out capital gains, the hyperscalers have like half the revenue increase they report. The new GAAP tricks are absolutely insane.
MSFT, please don't bless back down to $370
man some bad mojo came out of $MSFT, biggest single client 70% of their ai business, why it tanked yesterday
MSFT all tax debts money waiting for you
Exactly. It's laughable that internet armchair investors think that all the mega tech giants with their teams of noble prize winning AI scientists and teams consisting of people with world class technological, financial and business acumen are big dumb dumbs who don't know what they're doing with their investments in a technology that will dominate in the future. But don't worry, Dave, with his 50 shares of MSFT, 10 shares of PLTR and 18 shares of IONQ has watched some YouTube videos where a hyperactive 25 year old keeps screaming about an AI bubble so Dave's more than qualified to advise these companies that they better hurry up and turn a profit TODAY or their business is going to turn into the next Pets.com.
folks thinking beating earnings = up will never not be funny. you only get MSFT’s latest rocket up if your earnings are *surprisingly* excellent.
>It's not really circular... What matters is that end users are purchasing tokens. Yes, msft is invested in openAI, and openAI purchases tokens from MSFT, but as long as customers are buying those tokens from OpenAI, the "circularity" is not a problem. Whether it's a problem or not depends on if OpenAI can become profitable and sustainable.
Bill Gates is completely out of MSFT, you belong here
It's not really circular... What matters is that end users are purchasing tokens. Yes, msft is invested in openAI, and openAI purchases tokens from MSFT, but as long as customers are buying those tokens from OpenAI, the "circularity" is not a problem. Consumer AI is a foot note at this point, it doesn't matter if users are shrinking. It's all about enterprise. From what we know, anthropic revenue is growing rapidly, their margins are very high, and they've turned profitable. Will that continue? Maybe, maybe not. I don't think your point is concerning though. The circularity that is concerning is Nvidia's financial relationship with neoclouds. Ultimately all of the questions surrounding AI just boil down to how much value can be derived from the tech, and what people are willing to pay for it.
Can we somehow encourage MSFT to go past 520?
In simple terms, MSFT should catch up with AI growth and outpace AI erosion of their products.
Its always when u give up. Happened to me with MSFT
If you want to not look at your portfolio everyday, buy VOO and VTI. If you do, GOOG MSFT AAPL.
Lmao he has longs on LULU, DKNG and MSFT, but I totally understand the dude.
So MSFT lost all its momentum and couldn’t break 500
Going all in on MSFT, $500 or foreclosure
I also have MSFT option and have the same DOUBT
AH is meaningless even MSFT tanked post earnings for a bit before ripping 20%. Tomorrow is when we will know.
$MSFT getting 70% revenue from one customer...
LMFAO so MSFT is using Chinese ai models more than western ones Since they are so much less expensive ROFL
Is it true $MSFT 70% of AI revenue is from one client? Saw on C
I just rebalanced. MSFT MU SNDK AND AU are safe for a week.
Rough numbers but the 70% is there. No one wants MSFT AI -- $200b in capex and they ass https://preview.redd.it/rujaqeenbnhh1.jpeg?width=1080&format=pjpg&auto=webp&s=e3f9d4685f3f45113715bb1334c52a1eceee3c71
Why MSFT go limp like that at close? 🤣
Bull or bear for MSFT? Can't figure it out
5/5 on my earnings play and prediction . MSFT, KTOS, RDW, APP, SNDK. Lmao
Nobody knows the real value of these companies. NVDA trades at a forward price-to-earnings ratio around 27.1. Its five year average is 72. So it’s trading at a third of its own historical multiple, while demand is at a record. How many chips do we need? NVDA is best in class, it’s a pretty safe bet to side with them. Ultimately you want to make a bet you can win. The battle is between the companies making the chips or the companies using them. There is a limit to how many spending years for multi hundred million dollar META, MSFT, AMZN have in them. We’ve seen five semiconductor cycles in the last 15 years. Up, crash, up, crash. The minute these companies say it has had enough the chip sector will suffer. Don’t get caught between the two.
MSFT was first to hit $500b. AAPL was first to hit $1t. And they just kept climbing after that because they kept growing. NVDA makes over $40b in quarterly profit. If that numbers jumps to $50b and $60b, does that not justify the valuation increasing? With that type of cash flow there would no doubt be substantial share buybacks.
$MSFT falling off a cliff
Pretty sure those “deployed” quantum chips are mostly for research purposes right now. If I’m not mistaken MSFT has the most usable/stable chips right now (Majorana 2), which they boast its qubits can remain stable for max a minute, commonly around 20 seconds. Also moores law is based on the number of transistors on a microchip doubles every 2 years. Quantum computing is a different realm, scaling qubits per chip is not same as scaling transistors per microchip. Though to be fair, recent Google research shows that scaling up qubits does show improvements in quantum error correction. For good quantum computing exposure I would suggest MSFT, IBM, GOOG who do top of the line research but have other revenue sources to keep their stock stable. Realistically when that quantum computing explosion arrives, these companies will skyrocket as well, as they did with the AI era. Just my 2 cents.
The entire global economy runs on excel. If MSFT split excel off into a separate company and hiked license prices it’d a be global top10 company overnight
I was happy too, I bought in the late 200s-early 300s, but my issue is the 70% of the profit being from a single source. If OpenAI, specifically, suffers: that's dangerous for MSFT. When the company itself (OAI) is not even profitable, it's (imo) a sign that MSFT's price rise will not be stable. That's too many eggs in one basket, and I don't think it's a good idea.
Yes, just look at the numbers on Finviz even with the recent run up. MSFT is the only other valuation contender but that had a much bigger run up of its own. [https://finviz.com/stock?t=NVDA](https://finviz.com/stock?t=NVDA) |Forward P/E|**17.16**| |:-|:-| |PEG|**0.36**|
MSFT AMZN, cybersecurity and certain software stocks have been going straight up for weeks
I agree with your decision. I got rid of 200 shares of META today, sold puts at a strike of 620 and 585 instead. Added QCOM and UBER. Sad to let GOOG go, but not my choice for now. Will continue my mission after riding MSFT, AVGO, NVDA, AMZN another month... hopefully not a mistake, cuz we'll probably replenish miissles or think up new lies by then.
I sold MSFT lol fuck 70% openai, I profit $11 winning
AMD dropped on increased capex spending without decent profitability on it, that's sort of the expectation after MSFT and AMZN. Also just sharing SNDK dropped 7% on a blow out earnings, then recovered more than 10% on opening and continue rising for days after. Not saying it will happen in the same manner but people just take drop at earnings at just face value.
AMZN, MSFT, AAPL eating good
Compare against the remaining performance obligations (RPO) of those companies. Off the top of my head MSFT has like 600b in RPO. Doesn't count any new deals they ink over the next period of time. And that's just one company. We have so many companies in the space with huge RPOs
It's going to me a Brown Boy Summer. $MSFT $MU $ADBE $GOOGL Enough of White Man dominated companies with baby-tier gains, bring in the geniuses of India.
MSFT with some super weird movement in the last half hour.
I just got obliterated on MSFT puts
Since serviceNOW reports, all software stocks have gone up post ER. NOW, MSFT, SAP, PLTR, SHOP. I expect the same for APP and DDOG but maybe I’m just delusional no idea but I have calls for APP as I had played calls for all the other software stocks
Anyone want to dump a bunch of money into MSFT to save my $100 in 0dtes calls today?
>The higher multiple is the part I don't really get. Are investors just betting Apple figures out AI eventually? A lot of rotation has gone into "safety" plays, to the point SCHD 12m trailing was beating both SP500 and NAS100. Just in the past few days or so NAS100 has taken back the lead. KO had been trading at similar or higher multiples than AMZN GOOGL MSFT NVDA. I sold a portion of my AAPL when it ran up (maybe $335-ish so didn't quite hit the top), as I think it's overvalued relative to others, in same way I sold some SCHD for VOO and QQQM. A company shouldn't be rewarded for not making CAPEX spend, it does nothing material to the bottom line. Also, it makes sense for AMZN GOOGL MSFT to invest heavy into AI as they are hyperscalers - CPU dominated compute is now becoming CPU + GPU. But AAPL has no business here.
No, MSFT maintained their capex. The $15B change you are referring to was purely a technical accounting change. They also outright said on their earnings call that their AI capex is turning significant profit. AMZN, GOOGL, and META all either increased their Capex outright or raised the prior floor they had set for capex. AMZN similarly to MSFT explicitly said they are seeing huge ROI on their capex. You have no fucking clue what you are talking about
Are MSFT putts 2dte crazy here atm
I’ve noticed a HUGE INCREASE IN TICKS, happened just when MSFT had earnings.. coincidence??
New MSFT. Just let it happen
I rebalanced last week after consolidating all my IRAs and one Roth. FWIW, both times when the transfer of assets happened, there was a dip in the market because of the Iran war and the assets were sold right before the small dip (we are talking like 4% S&P 500) and I just bought in on the dip and prices came back up and are even hire today (could go down tomorrow or next week or next month, no one knows) Ended up rebalancing: 45% Total US stock Market 25% Total International 15% Small Cap Value 15% Bond index fund. (I might lower this to 10% since I have way too much cash on hand and in t-bills in my brokerage). The reason why I rebalanced now though is because I received an inheritance and also I'm heavy MAG 7 in my brokerage account via META, MSFT, APPL plus index funds (VTI and QQQ and VOO (I know I know, they hold the same shit basically) and I can't rebalance without tax implications. Depending on how old you are and when you need the money, if you are a decade away or more from needing the money, then you are spending more mental energy sitting on the sidelines with that 25%. 25% on the sidelines is not going to move the needle IMO so you might as well rebalance now, and not have to worry about all the shit going on in the world. The whole purpose of asset allocation and diversifying is to help you get on with your life.
Was just about to close my MSFT calls for a 20% profit but I got a phone call and now they are down 20%
Guy made bank on MSFT and ORCL last week
My portfolio is just NVDA and MSFT and then a bunch of fucking bullshit down 70%
I have been eyeing it up for a while. Finally pulled the trigger after taking my MSFT gains
MSFT feels like it’s going to do a reverse rug pull
Wow that’s awesome Mr. 1% ! The initial post I responded to was from the middle of July. Assuming your entry on WHR was…$38/sh? Correct me on your entry point though. You’ve now sold, hopefully at the high point of \~$45/share? This would be roughly an \~18% return. Very nice and handy return no doubt. I don’t know if that’s in the top 1%. The recent MSFT dip and rise, as one example, has returned more than 18%.
If MSFT could go back to 400 while I'm revenge trading this put, I'd appreciate it
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MSFT** ▼ | $350.00 (below) | $400.59 | $488.23 | -12.6% | Aug 20, 8:59 AM |
Randomly bought MSFT $500 calls for Friday
MSFT to 290 and i'll stop bitching about how shit Azure is
MSFT to 500 and I will never complain about 365 ever again... promise!
MSFT: turned green YTD for the first time MSFT: "And so I took that personally"
Well I sold all of my MSFT and GOOGL. Enjoy the leg up everyone. Was up 24 and 15% on shares respectively, might as well take the profit
I knew MSFT would always go opposite direction from the market
MSFT gonna rip back to $500 Market manipulation at its best
Ok MSFT and me clearly have different ideas about which direction to take
Gotta be special type retard to bet against MSFT AMZN GOOG NVDA
MSFT get over $500 already
MSFT up in premarket… memory is cooked
MSFT is not why AI is rallying
How are we feeling about MSFT?
MSFT is a truly garbage company with a shitty product. Recently, I installed and have been using LibreOffice due to crashes with MS Office. Omg... amazing, not a single crash or stutter with LibreOffice. Cancelling all the subscriptions with shitty Microsoft. And also buying puts on this shit.
Reminder that the SPACs all popped Feb 2021, but SPY went up until Jan 2022 before popping itself, declining 34%. Big tech declined sooner and harder, with GOOG peaking Nov 2021 and falling \~42%. Fine to gamble up and down, but I sold some investments yesterday (TSM, MSFT)
Lol it was this or MSFT I’m suspecting a heavy pull back 🙏🏻
MSFT 1DTE puts this is the way
Yolo’ing MSFT puts for Friday lord forgive me 🙏🏻
Options first and foremost allow you to structure your risk very precisely (if you know what you’re doing). Leverage is a benefit as well (if you know what you’re doing). OP should read up on short covered strangles as this strategy has a high expected value when using it on quality names such as MSFT, NVDA, AMZN, GOOG, etc. This is just a single strategy, but there are many that have decent positive expected values on longer time horizons. I’d also like to say that since you’re new OP, you should focus on longer time horizons instead of shorter ones. Do not trade 0 dte.
MSFT. If you let me down before 9/5/2026, I'm going to get my pilots license so I can dump all my electronics and identifications at Point Nemo. Don't try me. I just tolerate you until I get my ZUNE 3. We had a deal. You innovate, I buy. .
Can MSFT cross 520?
He probably did, and that’s why MSFT mooned
I use AI for search now, never see or use a Google ad link. That's the majority of their revenue. Buy MSFT, they are the AI gate keeper.
I shall not be greedy. I can now tell my grandkids that I sold MSFT for a +150%. They will call me demented.
GOOGL and MSFT up while the rest of tech is down. These 2 are batman and robin
This mfer Burry made one right call that no one saw coming and all of his decisions since have been ASS they’re going to really bury him this time \- Exited Microsoft, $MSFT, longs and calls \- Closed Oracle, $ORCL, shorts and puts \- Closed January 2026 Palantir, $PLTR, puts, but remains short the stock \- Rolled Nvidia, $NVDA, puts into June 2027, with strikes in the low $100 \- Rolled Invesco QQQ, $QQQ, short position into February 2027