Reddit Posts
If you had $100k to put into just one stock, what would you pick?
How do you think about holding concentrated positions after big gains?
The AI capex boom is increasingly a bet on AGI, not current economics
Bearish thesis on Microsoft ($MSFT): My DCF model indicates extreme overvaluation due to AI capital intensity. Tear my assumptions apart.
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
3 ways to invest in OpenAI and Anthropic (pre-IPO)
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
Microsoft - Going Long / Burry is going Short
I Bought MSFT, Betting Against Michael Burry
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Apple-Microsoft Correlation Analysis and Option Strategy
My Earnings IV crush story on MSFT and sharing October data
Apple and Microsoft Correlation Analyses and Option Strategy
AI Rotation from Harness to Model: How To Play It
$NOK & $MSFT are Bringing Agentic AI Into Telecom Network Operations
Why so little discussion on the capability of AI models in investing subreddits? Isn't it the most important question right now?
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
44k from META since selling MSFT a month ago
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Value / Margin of Safety Stocks to Consider?
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
Nebius ($NBIS): The Catalyst Set to Explode Tonight at 18:00 ET
Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?
With most 13Fs released, here are superinvestors' top 10 buys from Q2
Made $375k CAD day trading using margin in 60 days
MSFT has accepted delivery of IREN's 50MW Horizon 1 facility
$IREN delivers first 50MW Childress Horizon 1 facility to $MSFT
First ever closed trade on moomoo, and it's a solid win thanks to Microsoft
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 $16 I’ll donate some switch 2s to children Hospitals
Where would you put surprise inheritance money
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
Mentions
IRA = \~37% Roth = \~63% I’d like to thank SPY, MU, MSFT, and GME
I thought the same, I hols 75k base at 81$, but 10 years? The sector is shaky and all the forecasts are for about 3 years from now. If I had to hold for year, 100%, but 10 years? Provably MSFT
MSFT is always a buy. It'll be here long term. Same for Google, Apple and Amazon as well imo.
All I know is $ADBE, $MSFT, $CRM and $INTU are cooked because of anthropics Ai. Not to mention all video game stocks as well. ArtCraft is just the start, if you're not shorting big software you're missing out.
Had over 20% of my portfolio in MSFT twice this year, made bank. Below $400 it was like Google last year below $200, a coiled spring
I effectively lived through this experience. I had some stocks, my wife got a big law job and now I had stocks I had to hold. You really want something sold that doesn't make you pucker. The ride with TSLA was interesting and a bit more nerve wracking. But the pile of AMZN, AAPL, GOOG and MSFT helped you sleep at night. If I was making this buy today GOOG is probably the right answer but I'd look hard at AMZN, they are the one lagging the other MAG 7 these days and if you are buying a big chunk of something to hold for a while buying low matters more. AAPL is another interesting option. Everyone is buying Apple gear to run AI on, so they are getting some of the boom. But unlike the others, Apple have not made massive capital investments in building out AI capacity. If this goes south they are not going to suffer.
Just sold all my MSFT shares to buy AVGO. Who with me ?
Claude's costs are annoying. I do the same with Claude because my employer pays but if it were my buck it'd be GPT 6 (its literally 100x cheaper than sonnet) so kind of an OpenAI maybe MSFT bet. Gemini I don't think I'd ever pay for in current form. Even if it were cheaper theyve locked it down way to much to be usable in current form
MSFT earnings feels like a great volatility play and QBTS, IONQ and PFE are some 1 year hold stocks and then reevaluate.
Either hyperscalers announce ROI is bustin’ (I think this is only true for MSFT) or this breaks.
Probably MSFT, they are a giant that never stops
For playing safe, GOOG or AAPL or MSFT or NVDA. To take some risk, MRVL or BE
Yeah I considered going cash and instead bought a bunch of MSFT. Up 40% in a few months haha
wait for MSFT to pullback to 480 then enter
GOOGL MSFT AAPL will be the winners of AI
MSFT It’s everywhere. Govt, big corps, schools.
i had some this year MSFT AMZN. paid off well. something to think about- but on which stock
Obviously, if you got them at their lowest point you got a good return but YTD MA is up 5.94%, V is up 12.93%. For comparison, MSFT is up 12.37% this year. GOOG is up 11.38%. AAPL is up 25.53%. NVDA is up 22.53%. META is up 15.38%.
MSFT wants 535 and then it wants 525. I'll allow it
Just realized I failed to close my MSFT put debit spreads so I will either be getting railed out or my dick sucked in the AM
Amazon, MSFT, Nvidia....they all did some cool new shit during the internet bubble too, and they dropped 80-95%. It doesn't matter how good it is, it matters if they can pay their debt and grow revenue faster than what's realistically possible.
MSFT had a shrek recovery time of about 0.05 secobds
Broadcom relies on big tech companies like GOOG , MSFT , META , Anthropic , OpenAI requesting to buy its chips as an alternative to NVDA , these companies have placed massive custom AI accelerators ( XPUs ) and networking chips to Broadcom , so AVGO has already a contractual pipeline for long term profitability , not sure why Broadcom's CEO thinks AI wave is a casino and gambling place , if so Broadcom is selling roulette tables ..
MSFT is one of those untameable beats they talk about in Greek mythology LMAO 🤌
It's easy, buy MSFT GOOGL and AMZN 🤗
Second time I sold MSFT puts at a massive loss and then it came back where I would've only lost half. Fuck me.
The depreciation argument is dead as well. You can drop that, Burry. Short-term deals for 7 year old GPUs have seen higher revenue ($40 - $50 MW+). Particularly with actual clouds, not just server farms. E.g. AMZN, NBIS, CRWV, MSFT. FCF and depreciation are two different things. FCF adds back depreciation. Meanwhile most people with experience in software/SaaS/high capex businesses don't necessaryily care about short-term free cash flow. Capex is the means to grow the business. Want to start an airline? Have to get some expensive ass planes and booking software before you can start making revenue. Want to start a gold mine? Need expensive ass dump trucks and diggers before a single chunk of gold comes out of the ground. Meanwhile, the legacy revenue is what gives them to ability to fund high capex. They're lucky. and the rapidly accellerating revenue gives them the ability to continue capex. They won't be reducing capex for years. AI is to big of an opportunity.
This has been the truth for a few years now. The stock market would be in a full recession if it weren't for the AI bubble inflating the top stocks. Google, Apple, Meta, MSFT, NVIDIA, MU, SpaceX, etc. are all propped up on the promise of big money from AI. When the rug gets pulled, it'll be historic. I'm a fan of AI and I think in the right hands with the right leadership we'd all benefit from it - but it's not in those hands and it will likely lead to pain before it leads to abundance.
My kingdom for a -5% MSFT candle
Hate to break it to you, but the hyperscalers, particularly GOOG have always had exceptional ROIC. Maybe we should trust them rather than you. Moreover, the earnings releases for MSFT, AMZN, GOOG showed their operating margins and profit margins increased for cloud and overall, even before any mark to market gains. The debate on their AI cloud profitability is dead. You can let it die.
as soon as I sell my MSFT puts it is gonna hammer down I know it
I need a strike at the MSFT factory
If you buy poots on MSFT, you shouldn't be using their OS :hesright:
5 months ago: every other WSB comment on these threads was "MSFT is dead" "MSFT will never go up again" "MSFT red 8 days in a row" Today: MSFT on track for a record high close.
Criminal scumbags still propping this pig with dogshit MSFT and META
There used to be a rule that forced companies public that if they had 500 shareholders they had to do it. It forced MSFT, AMZN, FB to the pleb markets. The rule was changed. These opportunities are no more.
I need good news headlines for chips and memory so the algos will inverse META and MSFT. Then those can go to 0 and chips go back to 1 gorillion mkt cap
Everyone is expecting hyperscalers to beat and raise but META and MSFT had their runs. GOOGL had its run early. Only AMZN is left — what do you think about a yolo here?
Market fake and gay until MSFT gets back down to 500 or so
MM really love MSFT and hate everything else
wild to think just 3 months ago MSFT was the most hated stonk in here getting drug every day in chat.
My price target on MSFT is $0. Make it so
Took my META and MSFT gains. Done for the day.
In hindsight literally impossible for MSFT to go down meaningfully. They have enterprise by the balls
MSFT. It pumps nonstop and won't give up
The crowding into the mag boys is so funny. MSFT at least makes sense. But AAPL, META? What a joke.
MSFT just don’t give a fuck! LMAO all the memory tards hating on MSFT now lost all their money.
Last time, when someone said MSFT would hit $600 in the near future, many people laughed. Now it’s looking like that prediction is about to come true, sooner than expected!
MSFT https://preview.redd.it/3so2pu7tn8vh1.jpeg?width=1193&format=pjpg&auto=webp&s=cc48e923ac08b24009b8504b0bb0e36c63a04311
Looks like MSFT is about to break its all-time high today. Life changes so fast!
MSFT unstoppable retard strength
Who else swapped MSFT for nbis and memory please can’t be the only regard
MSFT from 350 to 550 in 3.5 months
MSFT to the moon because I have puts
The more everything goes down, the stronger MSFT becomes. Unreal
Thinking about buying ANOTHER MSFT put to average down. It has to go down EVENTUALLY, RIGHT???
It’s already started. Big companies like Meta, MSFT asked their employees to use their llm instead of Claude. https://www.techradar.com/pro/meta-and-microsoft-want-to-stop-their-employees-using-claude I believe that every big player will start to ask their employees on using their own models instead of the moat. We all know that their product is good, but it does mean that the company is profitable.
They just doing this to retail all over again. Last earnings it was all "Capex to high" but after AMZN and MSFT reported, everything ripped face :money:
MSFT, META. I’m not asking for much. Pump 10% at open ok?
Every stock will go to 0 except MSFT which will go to 550 specifically to fuck my puts and when I get tired of watching my account evaporate every day and finally sell for a huge loss on my puts, MSFT, will go to 0 in 1 session
MSFT bonds are safer than USTs right now.. not seeing that change any time soon.
MSFT hitting ath. I remember when the retards we’re saying that MSFT was a dead boomer stock. LMAO
What the fuckkkk. MSFT puts are killing me.
MSFT wants 10t market cap by eow
Can MSFT correct too? Like wif. Everything dumps and this piece of shit gets held up by a mystical eldritch force every day
I bought puts on the only things that only go up every day. The Dow Jones and MSFT. Ass quite sore and bloody
For some companies earlier. Look at Maia 300 announcement. Microsoft plans spending most of capex on their own chips for inference So now the loop is following: MSFT has products which are channel for monetization (windows, ai laptops, office365, LinkedIn, azure tools, nav etc.) they use their own chips, they use own/open models or licensed openai models - they don't need to buy GPUs. They don't need to do anything. This rally could end for amd and Nvidia sooner than hyperscalers cut costs, money will flow elsewhere if ASIC are better than vera rubin economics. I think investors are greedy and won't escape pick and shovel trade. Many ai skeptics don't believe ai will be a success. They just wanted to grab easy money seeing billions are spent. But in a decade winners will be hyperscalers (huge existing moat and fcf + ai as side business) + energy suppliers as it's crucial and China is so ahead. Any dip in companies like vst or ceg will print life changing returns in 20 years horizon
MSFT LEAPs doing pretty good, up 50% in half a year or so. Now watch me hold them till expiry in 2027 and lose a chunk of that.
IREN management is incompetent and shady, they can't be trusted. You have to read the footnotes on everything they release to realize they are bullshitting. Any deal with hyperscalers is basically a low margin bare metal GPU deal. The real margins are deals with enterprises. While compute is still in short supply, selling compute to hyperscalers is shooting yourself in the foot in the long run - unless those deals are needed to raise cheap capital. Anthrophic and Openai are on shaky ground financially so there is additional risk in deals involving them. Deals with actual money printers like GOOGL MSFT META AMZN would mean a lot more. If you look at NBIS, their hyperscaler deals are with META and MSFT, which was done to raise cheap capital. Since those deals, they haven't sold any more compute to hyperscalers (and this seems intentional according to NBIS management's comments).
Nothing is missing, IREN can have a deal with MSFT GOOG AAPL all at once and it may likely stay stagnant due to macros just cooking it til it's burnt. We need oil and bonds to go down before any relief is seen
META and MSFT (the most hated stocks couple months ago) were the Kings all along, how the tables turn…
Love me some MSFT but short term ATM monthly P’s prolly an easy 10%.
Meanwhile MSFT has blessed me with nothing but gains for a couple months
From only 20 years ago, only MSFT still on top The top 10 by market cap in 2000 were: Microsoft (Technology) - $586B General Electric (Diversified) - $477B Cisco (Technology) - $366B Walmart (Retail) - $260B Exxon Mobil (Oil & Gas) - $260B Intel (Technology) - $251B NTT Docomo (Telecommunications) - $246B Royal Dutch Shell (Oil & Gas) - $203B Pfizer (Pharmaceuticals) - $202B Nokia (Technology) - $186B
Pardon? The XLK(information technology) and XLE(energy) are the only sectors up since mid August. ...and if tech is leading the decline, how come the Qs are up 21.43% while industrials are up only 7.8% YTD? Heck, even the silly top heavy SPY with 4 stocks carrying the entire thing is still up 14.06% YTD on the back of NVIDIA, MSFT, AAPL, and AMZN ...iow, the AI stocks. Tech has been the only thing holding the market up for months...precisely like 2000.
Semis bottomed out. Qs looked atrocious and were held afloat by Meta and MSFT and a couple software plays. And the excuse of oil doesn't really hold when it's barely reversed some of the last two weeks of losses. Bonds also pushed up. Weekly RSI on the Qs is absolutely dead. Basically, tomorrow we either rip back and retest like at least $750-$754 on the Qs or we see how far down this elevator plunges. Banks are massively oversold on the short-term timeframe though, so there's a nice catalyst there if earnings are just good enough.
Tomorrow AMZN en GOOGL calls. MSFT and META puts
I liquidated 85% of my Roth IRA in February and put it all in MSFT due to something Charlie Munger said once and it worked.
MSFT. Please get back to flat.
Ok so now MSFT wants to hold gains and go straight up. OK. COOL.
Still big in semis, I don't think this dies too soon. Buy into FUD sell into FOMO. Biggest positions right now MSFT KLAC LRCX ASML, sizeable positions in GLW WDC NVDA MU and a few others.
Lots of NTM 32dte MSFT calls hitting the tape today. Hmmm....
my best buys YTD: MU ASML TSM MSFT. counting only positions at like >= $50K.
MSFT CEO joins other bitch ass companies calling for AI regulation because it's only a problem when their proprietary data gets scrubbed.
My boy Zuck and What's his face at MSFT are carrying my ass today.
I lost like 50k across a series of shitty trades in a week like 6 years ago. Still pains me today. To make matters worse, I sold stock positions in NVDA, MSFT and TSLA to fund them.
META/RDDT are not tech companies, they’re advertising companies. They just incorporate technology very well. People calling companies TECH in 2026 is just silly. MSFT is a B2B services company that uses software to provide its services. What I invest in is innovate companies that are adapting and succeeding quickly.
MSFT gaping bears today (Am MSFT ber, have bloody anoos)
oooo MSFT puts printing ?
i just entered MSFT 0dte puts AMA
Reallllyy need MSFT to dump this week. And by dump like 1% will do. Please and thank you.
H-1B ban is why MSFT is dumping
Buy calls on MSFT and the Chinese chipmaker causing the dump? Nahhhhh
MSFT bers not having a good day