Reddit Posts
$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
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
Mentions
Following META, MSFT will have its 10% day later this week
bet u MSFT rips to 550 soon.
i am megadicklong MSFT
Good news everyone! MSFT is up a whopping 0.65%!!!
A September to remember - all to be capped of on the 30th with Micron blowing the doors off. Making more money than MSFT n 2027.
I need MSFT to 560 in two days so I can get a free vacation
lmao what in the actual fuck is wrong with MSFT. why sint this shit soaring like the rest of the market
Now we just need MSFT to release a copilot version that does all the work for me.
I see, that is really helpful on thinking about the gamma mismatch. Will that also help if the stock falls or no? I agree on the bagholding, and wanted to only use this for cases where I felt a name was severely beaten up and I would be comfortable holding the stock at that price, but instead of doing that bought the vertical call spread. I had the same thought for MSFT and ORCL when they were beaten down a lot a few months back, and looking at my paper trades, it shows I would have made 30% in a few months.
$NOK and $MSFT have entered the chat
fck you MSFT, all AI stocks are up while you're just playing coy 👼
MSFT 😂 MMs keeping it .01 cents from green
Im convinced the market has no faith in actual data center utilization. They just want to cash in on them being built. Case in point? Energy and utility companies have been shitting the bed despite all the data center buildout, despite them being mandatory to keep them running. And this is isnt some theoretical thing, there are 20 year contracts already on the books for companies like CVX supplying MSFT with natural gas to power their data centers, and the market didnt care whatsoever on that announcement.
People shit on NVDA and MSFT but atleast they’re generating so much cash. It’s a better price than freaking Costco. I don’t understand AMD at all
MSFT is such a fucking joke
Sea of green but MSFT is red
Sold my 11/20 META calls for 2k profit instead of 5k. Sold my 761c 9/21 SPY calls for 2x instead of 7x…sold my TSLA calls for 2x instead of 4x…..I’m a fucking clown. Now my MSFT calls are slowly bleeding but they don’t expire until March
MSFT being left behind from all the pump 🤡🤡🤡
do you still have MSFT position from last year btw? 🤌 it didn't go bankrupt (for now) LMAO
AAPL is losing steam. Will be down tomorrow MSFT 🚀
I’m all in meta and MSFT rn
Can this level of spend be sustained though, both as a matter of choice and in terms of literally having the capital to do so? I see MSFT could still fund their cap ex via FCF, but GOOG just dropped into negative FCF. Then of course you would think these CEO's woud smarten up if AI looks like it's going to under perform expectations, or they might cave to shareholder pressure. I do appreciate though what you said about it being a general purpose technology, and I've heard CEO's talk about the game theory aspect of this. They see not investing in it as an existential risk, so even if there's only a 35% chance AI will pay off, it could still be rational to invest in it. This all comes from the perspective of a lay person who went to law school and not business school though, this isn't my area of expertise. I'm also generally on your side, outside of index funds, SK Hynix is my third biggest holding.
This isn't even the part that's questionable. We know the projected spend from MSFT/META/AMN/GOOGL earnings.
Someone smart pls explain me why NVDA pump and GOOG, MSFT and META dump in the last 10 mins
META, MSFT, GOOG crashed, WTF happened?
GOOGL, META, MSFT all taking a shit at the same time, incredible
Had MU and MSFT calls that I could have profited 14k if I didn’t sell this morning like a pussy ass bitch
>Nonononono! You guys don't get it! AMZN/GOOG/META/MSFT/AAPL are HORRIBLE investments early on when they were still growing massively! Because you could have gotten 0.25%-5.5% in a US note instead while they were running negative """"""""""Dividends and retained earnings""""""""""^(both included in earnings BTW!) /s The concept of dividends+retained earnings being some be-all-end-all is literally 90IQ believing they are 110IQ. The US corporations, tax laws, accountants, Washington law makers, and indexing has lead to maximum market efficiency. The most efficient way to not only protect shareholder equity but also growing it has been to reinvest capital back into the business wisely, build moats, grow your company, make strategic M&A, etc Buybacks/sharereduction have been more efficient for corporations while also offering more optionality to shareholders than paying dividends. This has led to other companies reducing/holding/slowing dividends and dividend growth in favor of share price appreciation. Doesn't matter if you look at it from 2007/2008, 2019/2020, 2023-2026, etc. Equities have outperformed the 10yr over the long run. But sure. Folks who believe otherwise should just go buy the 10yr. Have fun.
MSFT finishing with a shrek into green territory
thanks for the reminder. bought that at peak (not much thankfully, and lots of AMZN and MSFT at the same time).
comparing it to MSFT and AAPL is wild. i can find plenty of alternatives to Nike, but little to none of MSFT/AAPL
As a cybersecurity professional, CRWD's biggest problem is not really having a full stack XDR solution. They're a bit behind a lot of the bigger players in that space, which I'd add includes MSFT. They aren't really in the code analysis area at all. It's a good company, and we use it at my current place, but you still have to supplement it with other tools and then you get to own the integration between them. There's always going to be competition there. I personally think that at some point, they get bought and integrated into someone else's stack or just ruined like so many other niche security companies. Either that or they combine with Zscaler which would close a lot of their XDR gaps and free up resources to target other things in the areas where the two compete.
Can't name it as by the sun's rules it's market cap/share price is currently too low, but my biggest holding is a Biopharma I have a strong conviction in, which ran up from ~$2.18 to like $6 in 2025 then dropped 60% in March back to around ~$2.18 right now fully enough. So "technically" down for the year but it's because this particular pick did so well at the end of December, which made 2025 look great, and dropped following their dillution, which has made 2026 look not so great in spite of my Nvidia, MSFT, and AMD gains.
Just fucking load up on the most hated stock in the Mag 7. A while ago it was MSFT, that rocketed, then now Meta rocketing. Most hated right now is AMZN, I just bought 100 shares and going to load up if it goes to 230.
Brk is more of an ETF than Apple (one of its main holdings) and MSFT
Sold MSFT at the top then sold META recently. Bought into AVGO and Google at the bottom. I'm the new warren buffer.
My breakeven is $485 but it doesn’t expire til January 2028. I’m down around $7k on it currently. But I had MSFT leaps that were down big as well before they finally turned positive. So I’m hoping AVGO can pull off the same
AVGO can you please have a rebound like MSFT? I need my leaps to turn green 💰
About 20% of my portfolio are individual companies, and 80% of my stocks are diversified funds. Most individual stocks are either large tech companies like GOOG or MSFT or stodgy dividend paying companies like MO and SHELL. Also been building up a largish position in BRKB recently.
Imagine not buying MSFT and meta. Printing me money every day
anyone think my $505 $MSFT calls will ITM by 9/21?
Fuck goddamn BA dude. What a stupid fucking stock. Stock tanks yesterday, I watch it tank again today, I buy in around 200.20. The shit just fucking drops another 1% when I'm in. What the actual fuck dude. I can only hope that 197 is a strong fucking level of resistance and this stupid POS stock goes up again. I guess fucking 700 billion in backlogged orders is bearish huh? MSFT's azure has that much backlogged demand, and those fuckers have spent 100's of billions on data centers. BA just has to make its fucking planes dude. What the goddamn fuck.
I established new positions in MSFT, NVDA, GOOG and AMZN. They were running flat so I moved on. IMO they are showing signs of life. In July, I bought into pharma and big financial. I noticed some increases in those areas. Really has worked a stabilizer. Gains are meh, but losses are meh too. Seemed like an opportunity to trim some profits an park there. I still hold some Network tech, data center tech, cyber security, the mag 7 above and semi. Having stocks parked safely is actually difficult for me but I get some decent gains and when my stinger growth stocks take off I will unload safe.
MSFT wants to see 500 today
is MSFT going to go up or down
The Semis are what are catching a bid today. I have no idea if that will extend into tomorrow, but INTC, NVDA, and AMD all have had good looking charts. I like the look of GOOL with this pullback. MSFT is not so hot now that it seems to be losing the 20-day. AMZN is a mess. Wouldn't touch it until $235 if it were my money. I've been playing MU on and off, but I kind of hate it here. You've got about $20-$25 of upside versus $180 of downside right now based on where it's trading. AVGO is a dog's breakfast of a chart. I think I'd stay away until it can find a bottom around $315, maybe a smidge lower. If you're playing indexes, I continue to like the Qs more than the others right now. IWM and Diamonds are breaking down. Qs look a little more constructive than SPY.
Even MSFT is up today lol 😂
do we think MSFT goes thru a META phase of litigation because they knew about AI’s scary development or nah
Correcting you for being wrong. You wont even "own" the stock. You could easily end up in a situation where you are entitled to the appreciation of the underlying stock but not the dividends. Those would go to Robinhood or whatever token provider. Additionally they are talking about ALLOWING TOKENS WITH NO UNDERLYING STOCK. Aka Robin hood prints MSFT Tokens and no underlying stock is connected. This is literally in the works. Fucking beyond terrible for sanity and the economy.
Shiller P/E is mostly irrelevant in today's market. It was helpful and meaningful when the big companies were GE, GM, Ford, PG, WM etc. Those businesses had 5-10% margins and investors were only going to pay so much for that kind of profit. Now, the major companies (by far) are NVDA, AAPL, MSFT, META, GOOGL and those companies are running 50-75%! margins, so investors are now willing to pay more for those outrageously higher profits.
MSFT going red most likely lmao
VIX being down -18% from yesterday's peak is a bit unusual, especially before the market opens. there is 5.3T SPX open interest for friday, it is a reaaly dangerous set up considering how it went the last FOMC. Basically a price action mirroring but we had MSFT Earnings the last time as the real driver. interest rates projections were not good and the VIX showed that yesterday as it went up +13% before collapsing intra night
MSFT? AAPL? Idk what else .. Consumer staples and banks?
He told buy more MSFT when it was at 480 last year, shit went to 350 and said he is not sure and would trim MSFT(in his some fund) like three months ago and guess what shoots up to 500. Now he is a beliver again lol
NVIDIA - 18.4% MSFT - 15.8% GOOGL - 11.4% AAPL - 10.7% VUSA - 10.6% VUKE - 8.2% LLOY - 8.1% LGEN - 7.6% AVGO - 4.8% SPCX - 4.1% What do you think? 50% exposure to Chip/AI Tech 20% ETFs 70% US stocks (30% UK) <20% in a single share
I’m gonna need MSFT to make a serious comeback … by Friday
So what ? How many MSFT shares does PedoBill have now ?
at 400 the thing that matters most isn't which of those three it is, it's what your broker charges you per trade. three positions at that size can hand a real percentage of it straight to fees before you own anything, so fewer really is better here. MSFT and SPMO also overlap more than you'd think, since MSFT is going to be a chunky weight inside the momentum fund anyway. MU is the one that will actually move your account around, in both directions.
Im actually 15, and this would be my fisrt investments, i was thinking buying MSFT if it hits the 370€ price range or buying MU if it hits the 850€ price range…I know that VT is worth it if u think in a long period but i would consider buyin VT only after i turn 17-18
Depends on so much, but if you're young just go safe with 70ish% and have fun with 30ish%, maybe easy split for you would be 300 + 100 euros, 250 + 150 euros, etc Depends on the reason you want MSFT too, according to my screener MU is a far better play than MSFT at the moment, fundamentals for MU look much more favourable
Does that mean MSFT, GOOG and AAPL goes up no matter what?
I mean, I expect this to crush small cap stocks and re-route money into MSFT, GOOG, AAPL, and bonds. Which is what usually happens. But I like all the wacky predictions in WSB. Keep it up
Anyone into MSFT calls today?
Move over MSFT, a new king of dogshit is in town All hail AVGO, the new king
Ya I said in my other comment GOOG and MSFT are the only individual stocks I would agree with Reddit on
OMG, THE BUBBLE'S BURSTING! hyperscalers can't handle treasuries gaining! THEY'RE ALL BROKE NOW! MSFT $150! satya's selling 64 GB RAM sticks for $10! he can't give gb300 away! micro center is selling 5090s for msrp! oh, nm. they could not care less.
My MSFT puts are actually printing!
Holding MSFT puts RN. I fear my spirit animal is bear
Shreks for all except AMZN and MSFT. Amazin
Bought 40 MSFT $475 Sept 18 puts yesterday for $0.28 as a hedge. I doubt they print but...
Hmm, thats good. I made 32% on MSFT stock in the last 2 months or so. Would love if AVGO did that as well lol.
LMFAO AVGO feels like MSFT lately, pre market dumpster.
MSFT Red and Spy Green. This one’s real boys. Fomo into calls at open and ride a 2 percent up day all the way to Valhalla. Proud of you all!
Pump $MSFT or face the #PortAnnihilator. u/imustbegthequestion and u/Strict\_War6984.
MSFT AAPL HOOD were all up on monday I bought puts monday they printed today. You said they printed all week. Fuck off you don't trade.
also no MSFT and AAPL were both up on monday are you fucking stupid
MSFT starting a Santa rally?
Good question, and I honestly don’t know. It’s kind of a open secret at this point. During calls, analysts have even said «your biggest customer, Home Depot..» and Sally, the CEO, will just answer the question without correcting it. I’m 100% sure it is Home Depot, as you can see they reference «Global 50» and Home Depot is number 48 on that list. Likewise when they referenced a hyperscaler in the Global 20, you have three options which is AMZN, GOOGL or MSFT, where I’m 99% sure its MSFT.
Feels like MSFT the beginning of the year. If holds for long term probably fine.
Look at the P/E ratio of the Mag 7 (excluding Tesla), they are all very reasonably priced. Google and Amazon are under 20, NVDA, META and MSFT are in the mid 20's. Meanwhile Costco and Walmart ratios are 40+ in comparison. Not saying that things couldn't start dropping, but the Mag 7 make up a significant portion of the market and they are nowhere near as overvalued as what we saw in the dot com bubble.
AVGO getting that MSFT treatment from earlier this year. Holy fuck bear market sell off. -40% off its june highs
fuck you MSFT fr. i dont know why i thought investing in this pos would fucking genrate me good returns all its done is be the worst pos ever
Sick and tired of MSFT no fucking gains in over a year. shit trillion dollar companies have 0 growth left
MSFT absolutely dumping, you love to see it
It's weird though that Redditor's will simultaneously upvote posts calling AI achievements marketing, upvote posts saying LLM's just produce slop, but then say to invest in MSFT, NBIS, Micron.
Im reading the four pillars book, that one is pretty solid. But really, individual stocks are just gambles unless you know something most don’t. I would stick with ETFs or SP500, it’s genuinely difficult to beat those returns without years of experience. Put like 90-95% into those, and the rest of your portfolio just play around with individual stocks for a few years until you get good at it. Then you can start shifting to larger portions of portfolio in individual stocks. That being said though, GOOG is basically an etf itself with how many diff businesses they’re in, and MSFT looks like it has solid potential. If you really want individuals I would say start there.
The problem with your idea is if the companies capturing the value are the companies who make the models or diversified megacaps like MSFT who have the compute. Spending on cybersecurity can go up and cybersecurity companies can do poorly.
You already trimmed 10%, so another option is just gradually taking some risk off while leaving enough invested that you don't hate yourself if the thesis keeps playing out. I've been following MSFT in Moon as part of my own research and I still find the AI capex versus eventual monetization debate more important than the fact you're currently +43%.
It was over a while ago. MSFT and NOW had big gains a few weeks ago. Personally id be taking profits though, but im not an investment tycoon
My first pin was with MSFT, and it made me 15k - so not always lol
No MSFT. Go back down. Bad boy.
well, i added them up, and about 13 percent in individual stocks. MSFT INTC CSCO T have held 25 or 30 years, but got a little NVDA a couple of years ago. They are such a small part of my overall portfolio but they hold my attention when they go up a lot.
Depends which chart you are looking at. NVDA looks constructive. AMZN is a disaster. GOOGL has potential if it can hold $341. META needs to cool off and find a higher low. If it just slams into that same resistance it's been struggling and gets rejected \*AGAIN\* it's going to get slammed back hard, but that seems to be what it's trying to do today. MSFT got a hard rejection back toward the 20 day, but this looks like a good buying opportunity with low risk tbh as there's an obvious stopout at sub $495. $5 downside with \~$20 upside, and nothing really super strong to suppress it above? Sign me up.
both AAPL and MSFT are overextended. AAPL overvalued by every single possible metric while MSFT is just overextended on momentum, the trend is up but not in the short term. take notes small brain trendfollowewers
Coming out as 🌈🌈🐻🐻 Realized big old gains on my GOOG + MSFT port yesterday since there is no capital gains tax where I live, and am now sitting on a big pile of cash, waiting for reality to sink in via Warsh speech. If I am wrong and somehow its all priced in, there will be many more opportunities...right?