MSFT

graciesoldman

I have that same story with MSFT, AMD, Qualcom, and a few others. Could have had a fleet of helicopters...lunch with Warren and Elon. Oh well...I have my health and enough to be very comfortable.

Internal-Science2137

forward P/E assumes ~27% EPS growth. some of that is AI stake mark-ups — MSFT, GOOGL, META carry venture bets at fair value. strip those and the multiple looks less compelling

pab_guy

Sort of. Watching everyone fumble around in the dark speculating here is funny because everyone is mostly clueless. All I can offer is mildly informed speculation: MSFT engineers absolutely still have access to Opus via GHCP, but I am sure MSFT is not paying rack rate to Anthropic and is likely hosting the models itself. This Claude code kerfuffle may have been people billing the public product directly to their cost center or something. IMO the skills you load and the approach you take as an engineer make a bigger difference than the harness for real world spec driven dev.

zitrored

People will money flow into whatever is the latest trend. The SP500 maybe losing steam, look at MSFT, NVDA, AMZN, TSLA, etc. they are not making new highs anytime soon and they are a big chunk of the stocks that go into SP500 index value. You have some lower weighted stocks that might push a bit higher but they are stretched too, and don’t affect the index as much as the top weighted stocks do. It all needs to probably wait until next earnings quarter reports to see what happens next.

alt-227

Do you work there? I used to, and a surprising number of employees were 100% all in on the company: salary, stock options, ESPP, and maxed 401k going all to MSFT. This was in the late ‘90s, and most folks stopped that insanity after the dot com crash, but I’m sure there are still some out there.

TipEmpty8429

There’s three million of us in this sub, could we make our own trading index that runs 24/7 where we just buy and sell POET and MSFT off each other

ittrut

MSFT to the moon

AdQuick8612

Another RDDT post this week? It’s like MSFT a month or two ago lol. It’s a tough hold with many risks and narrative headwinds. The market hates it at the moment, but the financials and fundamentals are insane. This can be very frustrating as the rest of the market runs up as the stock goes down or flat. When the market goes down the stock goes down too. I have a very small position (like 2.5% of my portfolio) so I can handle the volatility and let it ride. Good luck!

vermilli21

I full accepted that Market will be +2% but MSFT will be somehow down -5% at open

Internal-Science2137

the EPS growth includes investment gains on AI company stakes — MSFT, GOOGL, META all carry these at fair value. operational earnings are also growing, but the headlines are mixing the two

Chewblacka_

This just means MSFT is going to purchase Claude

actias_selene

I don't think that it is a bubble, neither the situation is that good. Also afaik, eps only shows small part of capex, as it includes estimated depriciation instead.Still fcf remains strong for big tech. The issue is with AI companies such as OpenAI and Anthropic. They are deep in  red in fcf. Their revenue from their customers account about half, the other half is VC money, with some circular funding being mentioned all the time. The AI revenue for big tech(MSFT, GOOG) is also a bit difficult to calculate as they are bundling it up with other stuff. Either way, even if there is any bubble, it can sustain years to come, unless everyone decides to stop all invesment at once. Even then, only some like MU would get crashed. Big AI would be probably bought out by Big Tech.

Left-Signature-5250

Isnt it like 40% for MSFT? Thats why they constantly tank 😭

rankiba

500k just buy LEAPS on META MSFT and pray for a bounce back.

gamblingPharmaStocks

Why do you explain what ASIC are? Yeah, GPUs give you the flexibility ASICs don't have, but Google and Amazon have stakes in Anthropic have big stakes in Anthropic and have designed their ASICs to work well for Anthropic. Hell, once again, Claude has been trainined on ASICs, don't you think it is obvious that you are wrong about them not working fine for training? The announcement you posted is just irrelevant. The involvement of Anthropic is only that they provide Claude and get the profit share. It's just about making Azure customers use Claude. MSFT is in the NVDA ecosystem, so anthropic will please them to get market share, but the hardware choice is made entirely by MSFT, not by Anthropic.

OrangMiskin

Oh we green green on Tuesday. Except MSFT of course.

Dragonasaur

Dw I bought MSFT so it'll tank

MrStreetOnTheBeat

Ticks everywhere, sure this is a coincidence.. Calls on MSFT

imustbegthequestion

I love everyday that I see MSFT down. Printer keep burrrrrring.

MadSkyGlider

I’m p sure there are more MSFT bagholders in this sub than SPY who expect it to open at 430 ! Dreams do come true

pineapplekiwipen

according to MSFT low cost human workers are taking all ai jobs rise up silicon bros

coloredzebra

so MSFT is abandoning AI due to rising cost, that's bearish as fuck right? 😭

Funny-Sprinkles-5674

i can already predit on Tuesday: Nasdaq up 1.5% MSFT down 2%

Commercial_Seat_3704

META and MSFT still gonna be flat/red lol

carlos5577

Charts don’t matter, valuations do. All you have to do is look at the most valuable company at the time of the bubble. MSFT had a PE of 70x at dot com. NVDA is halfway there at 33x. Meaning we’re halfway done with this bubble unless we surpass it even higher.

vermilli21

Please no my MSFT June calls are bleeding out

comancheranche

Entire market tmrw: 2%+ MSFT: -2% 🥲

Dbx84

Anybody know MSFT price action?

claytondpark

So basically to justify open gheyi's ipo valuation cos such as google, MSFT, Amazon and meta would have to double their most profitable business by 2030 eg Google search, azure, aws, etc....

OptimusTron222

Keep MSFT and META shares, those will gradually raise. Do not day trade, I also loose money that way, instead just stay rational and hold until you are on the green with an ok profit

Caterpillar-Balls

The biggest market drawdown of the quarter hit on late February/early March following the joint U.S.–Israeli military strikes on Iran. The Timing: The absolute heaviest selling day of the entire 113-page disclosure occurred on February 10. The Trades: On that single day, the portfolio completely wiped out its largest mega-cap tech and consumer stakes, dumping between $5 million and $25 million each in Microsoft (MSFT), Meta (META), Amazon (AMZN), and the Vanguard Dividend Appreciation ETF. The Correlation: Less than two weeks later, the administration authorized the strikes on Iran, sparking an immediate, sharp supply-shock selloff in the broader indexes. The portfolio effectively sidestepped the brunt of the geopolitical drawdown by rotating heavily out of high-beta tech at its local peak and parking the capital into a sophisticated sleeve of corporate bonds and municipal debt. The aggregated 2025 data shows that right as Trump took office on January 20, 2025, his portfolio underwent a massive, $100M+ reallocation that perfectly insulated it from the specific pain points these exact tariffs caused later in the spring: 1. The Short-Duration Credit and Cash Moat Before the April 2025 "Reciprocal Tariff" shock battered consumer discretionary stocks and sent tremors through global supply chains, the portfolio had systematically moved millions into high-quality municipal debt, corporate bonds, and short-term commercial paper. When the tariff announcements triggered immediate equity drawdowns, the portfolio was already sitting safely in a defensive credit sleeve, insulated from the equity volatility Under the STOCK Act, officials are supposed to report individual trades within 45 days. Because the administration simply opted to blow past these deadlines throughout 2025 and pay the trivial $200 late fees, the public was left completely blind to the exact dates of the 2025 tariff front-running until the money had already been safely repositioned.

moosewithamuffin

Monday peace deal signed, Tuesday SPY hits 300 and MSFT will still find a way to tank below 400

Much_Candle_942

Just saying, one year ago - sentiment was very very bearish on **Google** and **AMD**. DoJ case hanging on Google to sell off Chrome, and AMD was called Advanced Money Destroyer - as a worthless me-too, wannabe copy of Nvidia. They'll never complete with Nvidia - was the narrative. Intel was a laughing stock - with their chips catching fire, overheating. Question: are we feeling super bearish on any legit companies right now? Meta, Palanti, MSFT?

CriticalAnybody6686

Yeah, like fucking waters wet and the sky has stars. You know, I know, the whole population knows MSFT and myself are down

SeaworthinessOwn2479

People who constantly complain about MSFT underperforming every. single. day.

_AT198

Rddt was always high up on google searches, but google just upgraded their search last week. If MSFT can chop for years, so can Rddt and they’re not in the same league.

RD_006

https://preview.redd.it/tpadg5ok343h1.png?width=1280&format=png&auto=webp&s=5512c2b46e029090c41b06b76cc555df61ce4c02 U'll suck our cocks? MSFT bagholders, is he good at it? Why am I asking, probably should him how,

buonoxc

ive added to Space before the latest run up and continue to add. RKLB and RDW. Adding BE on dips. BE may be very overvalued but the reality is we are going to continue to get news cylces multiple times a year for the next 5 years about BE supplying power for big players. Riding that wave. VGT is my largest holding - it catches the wave for Semis, Memory and has software like MSFT and PLTR in it.. its probably the only thing id feel good about recommending to a friend. and then I recently started a position in OKLO. Have had my eye on Quatum for many months now, kinda bummed i missed out on last weeks rally.. but even for my high risk tolerance, my account is alreay high octane risk. probably will grab NOW sometime in the next 30 days.

epimed1

My MSFT calls 🥹🙏

winterrules91

SOFI and ANET for sure. I'd add META. MSFT is an incredibly annoying stock right now but there's no denying it's a worthy investment, especially at current levels.

MiddleCapital1875

I bought Apple at $8 and $12, shortly after MSFT invested in the company, while it was struggling and survival wasn't a sure thing.

AlexDMI_etoro

The Next Big Thing, Quantum Technologies IONQ, RGTI IBM! Not a short term investment. Good chance this is the the next early MSFT or GOOG

Own_Magazine_7035

MSFT 100%

corundum9

Stocks that are down and due for a rotation into: Sofi, NKE, ANET, MSFT

Necessary_Ad_9800

Tuesday predictions SPY $760 MU $850 NVDA $240 SNDK $1750 MSFT $390

circadiggmigration

> people do not change old habits. Yes they do, if they're financially incentivized. I don't even know where this dumb saying comes from. How come people replaced landlines with cell phones? How come cable tv is losing subscribers every quarter? If AMZN, GOOG OR MSFT can load an intuit-like software into their stack and cut the price by 50%, that "old habits die hard" mantra will go right out the window.

MarginCalledMom

I hear you on the sentiment aspect of it, and recognize there could be significant upside from these prices, but also informed on the risks. While sentiment can change, I don’t think the Google comparison makes sense here. I’d say that makes more sense in the MSFT scenario where we are down 20-25% from all time highs largely due to sentiment around software despite the fact that MSFT is a legitimate and significant player in AI and has one of the most robust businesses in the world. Google was and is a leading AI company despite the risks AI present to search (which are still valid). Reddit is way more “beta”, and due to that, sentiment could easily cause another 40-50% drawdown, and if risks are actually realized we could see even greater than that. Google had forgotten value that the market remembered and priced accordingly. Reddit not so much, but can prove the market is wrong despite the facts being present

Sea-Post-5572

Just get into MSFT dude

Jemmani22

Oh shit let me try. Ahem... MSFT will stop being dogshit and actually go up next week like 10%. It will be the best stock that week. Better than any stock before!

Dbx84

MSFT 🚀

Deadsea3132

everything is going to fucking rip on tuesday except for META and MSFT. fuck those dogshit stocks genuinely

beerandgardening

OP’s assumption is that this loop won’t break when MSFT-OpenAI monetize their AI outside of their loop to their individual customers. The market is essentially pricing this in now. Who will succeed, no one can predict with certainty. However the biggest danger to the American companies comes from Chinese companies selling much cheaper models and computation that can do 99% of what American models can do. This might drive down price and mess up projections.

Yukas911

If they successfully execute their vision and grow, then nothing "collapses". Microsoft has a good investment that increases in value, and OpenAI used money they didn't have to grow faster in exchange for giving a stake to MSFT. If OpenAI fails, then Microsoft loses money on their investment and their share price likely takes a hit too. I don't see how this results in a catastrophe though like some people are portraying it.

Maayyyaaaaa

HOLD META & MSFT fr

bshtein

Well, I bought MSFT 12 years ago and can't really complain. Still holding 😄

Mean-Evidence-4056

The war is over, market at all time highs, oil btc and interest rates all elevated, the only thing that isn't up is my port, thanks MSFT

Purple_Bearkat

MSFT Teams would have to capture these names if I were to provide a recap.

vermilli21

Gonna need Iran to do more with MSFT to save my June calls

Icommandyou

🚨details of the deals emerge per Axios: * Iran to buy MU 0dte calls $1000 * Iran US agree to invest $700bn in SPY * Iran will purchase $400bn worth of MSFT PowerPoint slides * NATO Iran China will jointly launch attacks on anyone trying to short this market

throwingitanyway

as a MSFT bagholder i understand the truth of this

Icommandyou

MSFT to $1000, we need excel to open the strait

Past-Palpitation7063

What is the play then. Should we buy high tech stocks like MSFT and META since they are both undervalued now and the new fed is leaning towards AI to achieve this new money system reset?

JonRadian

MSFT to the Moon! https://preview.redd.it/4qy14dazgy2h1.png?width=620&format=png&auto=webp&s=8030b5a4bdb2d14d1312d457afa1a804aded3914

aDonkeyWithACarrot

Ok.. so let’s recap I wanted to sell some RDDT calls so that I can buy more MSFT calls so that I can watch 🌽 during the weekend I ended up deciding against that

Apollo948

War is over. MSFT -2%

Expert_CBCD

GREAT news on the potential US-Iran agreement MSFT -2% Monday no doubt.

da-pkitty

MSFT, NVDA, Netflix will sit out the party. Guaranteed

Brigantius

Did I hear right that MSFT is planning to be red on Tuesday?

OrangMiskin

MSFT will still take a dump lmao there’s no saving this shit stock

livin_in_the_land

Picked up 6/18 MSFT $335 Tuesday and bled this week but the quick pumps give me hope

Scared-Signature-452

I am really worried about all my nasdaq stocks. Should I go to all cash for the next few months? does anyone have any suggestions -- I have MSFT, ASTS, META, ROKU, INTC, PLTR, AMD, RKLB

Sunkettle

Bought a MSFT $420 Call EXP 6/5 yesterday at 3pm. Hoping to see some gains on Tuesday 💪

shawman123

based on how their revenue is growing, I think it wont hit 9 trillion in next few years. But they are steady and will keep growing. the brand moat is not going away. Even though chinese flagships have phenomenal specs, even in China Apple is selling well. I could see them do well with their Specs and other not so crazy priced hardware. Even Macbook neo can do 5x sales if they can improve the supply. So I would hold on to my AAPL shares. For some reason I am scared to own NVDA but they can easily double if they keep growing at this crazy rate. I can see them hit 10-12Trillion in next 2 years. GOOG can grow from current price though not sure about doubling. AMZN/MSFT have good potential. Dont like META at all despite them pushing gazllion ads to FB/Insta. But their market cap can grow from current levels. TSLA is not my cup of tea and so I am staying out of it.

StonkGoUp

When you use the search bar on a Windows system it will literally give you every single result on Earth minus the actual file or program you have saved on your actual computer. Short MSFT

Radun

yes i have been trading since 2018, didn't always do 0dte though. It is also not the bulk of my trading. I mostly do swings or leaps, but I do 0dte on SPX, and some of the mag 7 0dte ever since they added mon/wed/fri for most of the mag 7. TSLA is great for doing 0dte since it has swings of 10 dollars a day most times. Lately MSFT , and NVDA, GOOGL, and AMZN have also been great

actias_selene

When I run the number and think about the situation: \- Big tech still has room for growth. Especially those that does not rely on AI completely. MSFT, APL, GOOG, META, AMZN. \- NVDA is good, but still even if 20-30% slowdown of data center investment, could impact valuation very negatively, but still, the company itself will remain strong. \- MU and other DRAM/storage companies are where the bubble is. The investment in this area is continuously increasing and the supply will increase no matter what. If the demand cannot keep up, they will crash, and they will crash hard. The issue is, I think even 2 years to expire leap puts are very soon to make any call. So I will wait it out longer before deciding if I take any short position on these. \- Inflation will be high and remain high for next 5-10 years. Increased oil prices, to governments trying to inflate out their debt. Central banks will increase their interest rates, but not at the rate of inflation. \- Large AI companies such as OpenAI, Anthropic, xAI are all deep in red. If they can increase their prices a lot, they can make it out, but all or most of them will just spiral down after IPO imo. I believe a crisis will be triggered by: \- BNPL schemes. \- Private equity. \- Bond market. What I do: \- Keep buying MSCI and S&P 500 ETFs. \- Keeping more than regular amount of cash in highest interest possible saving accounts. \- Large amount of low interest fixed rate mortgage debt. I am not paying it off. \- I never liked bonds, I steer away from them.

potato111a

MSFT 50.0 - Wen?

Coloradospruce33

MSFT $500 - Wen?

Jerikolol

nah its just bad vibes mainly openai is 'bad' now instead of being an AI darling, xbox sucks, MSFT in-house copilot is the worst of the models (and is barely more than a chatgpt wrapper, AND there core software office 365 is boring and stagnating. oh and theyre also a SaaS now, so they get sold off every time anthorpic nukes IGV with some new claude update/plug-in. Now are any of these fundamental issues that will never get resolved? nah, prolly not. Kind of how GOOG was dead 1 year ago, and now its back to being the best company in the world. MSFT shall rise again (when tho, idk thats harder to say... 6 months? 1 year? more?)

Left-Signature-5250

Yeah, look at MSFT with their capex! They really got rewarded for it lol

Jerikolol

MSFT is going to 0$ B A N K R U P T and removed from SP500/QQQ as it should be

Left-Signature-5250

Market reward capex... looks at MSFT 🤔

zendaddy76

Just hold for longer, set a trailing stop, maybe 20%, if you’re worried about losing money. Or sell 1/2 at ATH and keep the rest. I’ve successfully used this strategy with some big wins (MSFT since 98, AAPL since 2012, NVDA since 2020, currently holding AVGO AMD TSM MRVL GOOG - all with trailing stops that haven’t triggered, still riding them on the way up). Also I bought META when PE was low, around 200 a share, these aren’t dogshit stocks if you hold for longer and have conviction. Tha said, 90% of my money is VT and chill, 10% play money is for fun.

Temporary-Basil-3030

I bought 200 shares of MSFT at 170 p/s and some MSFT leaps. Otherwise I’ve been mostly farming premium. My LT holdings in my IRA have performed well.

SkepticalInvestor21

This is giving me serious 2000 vibes, and not in a good way. When the top performers are running 784% average gains on pure narrative, it historically ends one way. The difference from dot-com is that the underlying businesses (NVDA, MSFT, etc.) actually have earnings. But the AI-adjacent names with no real revenue and 500% gains? That's where the tulips are. Position sizing accordingly - the bull can run longer than you'd think, but sizing for a melt-up means having a real exit plan.

Agreeable-Bee-3449

Not a financial advisor but I like to do a core + satellite approach. Where the bulk of my money is in a broad index etf (like VOO or VTI, VXUS, VT etc) and then I supplement that with more risky individual investments. My satellite rn is GOOG, MSFT, MU and RKLB

Altruistic-Pin3207

Solid — 8 of 11 is well above darts, and the AAPL/MSFT/AMZN "didn't pin exactly but stayed in range" is the part most writeups skip. Curious whether your hit rate splits cleanly across the king-magnitude buckets. Big absolute-GEX kings (SPY/QQQ where dealer hedging is biggest) should be more reliable pins than the meme-y single names. I started logging mine in [strikerate.ca](http://strikerate.ca) by underlying and the result was less flattering than I assumed — most of my "GEX edge" was really the index ETFs, not the single names. One Friday is signal but not a sample size, so the underlying-level split is where the actual edge call is.

Moepenmoes

I wish I invested 1000$ into MSFT before I was born, then I'd have 5 mil by now and I could retire

culturefan

I suspect you're not holding your stocks long enough. You should hold them at least a year, and then decide if you need to sell them or not. I'd continue to hold MSFT & META. The Mag 7 stocks are still the way to go, AI is still in its infancy. So MSFT, META, AMAZN, GOOG, NFLX, etc. It probably wouldn't hurt any to find some stock pundits on Youtube you think are worthwhile to listen to--there are many.

RichChocolateDevil

I bought NVDA when they were making MSFT Xbox chips because I liked playing XBox. I got lucky with the AI stuff that they decided to get into. Haven't sold it yet. Still think that it can go up quite a bit. Held MSFT for that 10-year period when it was basically flat. Sold it, Sataya took over and it roared and I was sad. You never really know.

FriendlyGold1717

Can you do me a favour and sell your MSFT holdings. Thanks

ForeverInTheSun82647

Buy quality stocks. Good companies with real revenue. Not companies that are on the verge of collapse. Just stocks that are beaten up by Wall Street. A great example right now would be NOW. Great earnings. Solid company. Everyone uses them. Software is beaten up. It’s a great opportunity. MSFT was also a great opportunity. When it fell under 380 I bought all I could afford. Buying Reddit pump and dumps might workout a couple times. But you’ll eventually get left holding the bag. Buy good companies and you’ll be fine.

Coloradospruce33

* META & MSFT: Come on, man. You know I'm a little short. Hook me up, man. * META & MSFT: Man, I got these cheeseburgers. They some double cheeseburgers. * META & MSFT: Come on, man. I'll suck your dick, man.

Specialist_Cup_3603

I got 1630$ to invest monthly , i’m 23 , i will continue buying $MSFT $NVDA $GOOG $ORCL $NVO $INTC , if i got more money i will buy QQQ ETF

dvdmovie1

" How the hell are ya'll keeping your sanity? " It's not been difficult. In the nearly dozen years I've been on Reddit I've never seen more complaining and frustration over what continues to be a very good market. Sentiment on here at times you'd think that the market was down 20%. "trade war / supply chain / energy volatility" And yet how much of Reddit owns energy companies? All the discussion of an energy crisis on here and what % of Reddit owns energy companies and was buying when this all started in March? So much of Reddit just wants to buy the MSFTs of the world that they don't have to think about and when things happen where that playbook doesn't work, people complain and act like the market is broken rather than trying to look for what benefits. Reddit used to be great for talking about a much wider variety of businesses, now all anyone seems to want to talk about and invest in are the same dozen or two companies. "spacex (ridiculous valuation)" The level of upset over SpaceX (nobody had a problem with all the shitty things included in the indexes in recent years - including SMCI at the top before all the various corruption issues, for example - but OMG SPACEX IF THATS IN MY INDEX I CAN'T INDEX ANYMORE) is feeling "inverse Reddit"-y. I bought SATS when there was the SpaceX share deal because I thought it would create interest in SATS as effectively a SpaceX tracking stock; did well. Have sold some recently, will sell more into the IPO but will probably keep some. "US is no longer looked at like a stable partner/investment due to its governmental instability wars are breaking out, and will likely only grow as people recognize the US as a paper tiger" So buy the gold dip. Buy defense. Buy real assets. Buy land names. Buy actively managed commodity futures funds. I thought last year that we had clearly moved towards a multi-polar world (fantastic interview with the PM of Singapore last Fall with the financial times where that was a big topic - great response by him: "So we are in an uncomfortable position where **the old rules do not apply anymore, but the new ones have not been written**, and we must brace ourselves for more turbulence ahead.") "massive wealth inequality leading to higher taxes and government instabilities" The issue I have is this: do you have confidence broadly for the government to fix this? To fix healthcare? Education? I don't. The can will continue to get kicked no matter who is in office until it cannot. Massive wealth inequality at some point risks social unrest and then more money will be thrown at the problem. Many years ago, Volcker raised the fed funds to nearly 20% to stop inflation. If we went to half of that today, it would be game over before we got there. In 2008, policy barely saved the day - I honestly think the idea of another 2008 is so unpalatable (and probably unfixable) at this point that it would not be allowed to happen and money printer go brrr would be viewed as more appealing. Politics has become so all-encompassing/win at all costs that difficult decisions that might create better long-term outcomes are likely never going to be chosen. Above goal inflation for the foreseeable future is - imo - a baseline scenario. Worst case, 2022 but worse and faster. All the people on here who talk about the risks given the global environment and then in the next sentence talk about going to cash (not OP, but have seen this plenty of times over the last couple of years particularly) I don't get it. I don't get the mentality that every little dip is apocalyptic, which has turned into the norm on Reddit over the last couple of years in particular. People want to own all the popular stocks but don't want any of the volatlity that comes with growth stocks. Or are worried about inflation but keep buying the MSFT dip and ignore anything that's not tech - it really feels like for a lot of people that there is little interest beyond the playbook that worked for years. This, despite the fact that you could have done better in boring WMT over the last half decade than MSFT. Could have done much better over the last 5 years in boomer favorite XOM than MSFT. There are other things out there besides Mag 7 but it feels like a lot of people don't want to explore those options then complain when the MSFT dip becomes a 7 layer dip. Again, Reddit used to be so much better about having a wider variety of names discussed. All the semicap stuff, memory, optics, photonics, etc that has mooned this year would have been a much bigger topic on here pre-covid, now those things aren't discussed much until they're already up 100% for the year and even then a bigger topic is complaining about MSFT - but when you say "why not invest in something else?" it's nOOOO. "a lot of people will lose their jobs very quickly (much more quickly than previous industrial revolutions)" It's UBI or eventual social unrest. The concern becomes these people can't fix healthcare or agree on anythiing, so what's the confidence on coming up with an effective UBI plan to address the AI scenario where massive amounts of layoffs occur? Long story short, are things a mess? Yes. Do I have a lot of concerns over the next 5 years? Yes. But what I do with investing is try to figure out how to postion myself to benefit from those things and if I don't get something right I keep trying to figure it out until I do. The things that might benefit from those issues are not in every case going to be the things that are shiny and exciting and that everyone wants to talk about owning.

_icarcus

Nvidia dropping $1b into them was not part of the thesis, that's for sure lol. I've been watching them and marking TA on their chart since 2021 because they've always had solid financials and kept advancing their networks and expanding contracts (MSFT Azure data center deal in Nov 2024 for example). They were priming to do \*something\* but wasn't sure when. AI was still a major deal back then but still had a lot of unanswered questions then everything drastically shifted come 2025. They've traded in this high $5 to low $3 channel for nearly a decade with them trying to break past $7 multiple times. If they could break out of that \~$6ishrange, they were headed to $7-8 which is why I went 2027 (nearly a 1.5 years out) for only $7. The Nvidia deal is basically a positive black swan event for NOK and the price surge represents that. Open up their all time chart on the monthly timeframe and you'll see what I'm talking about.

MrBlack1111

Just hold MSFT and META for couple of years and you will be fine. You pick good stocks, just nead to learn to be more patient.

Few-Improvement9978

When I first started my career as a CPA I realized everything I was doing with PCs was in windows. Great DD I know So in like 2016 I maxed my 401k into MSFT at like $60 a share. Haven’t touched it since then. I actually never bought more MSFT until very recently. Everybody seems so jaded about it and I’m just thinking the same shit about azure now. You can’t escape it

acreed3412

MSFT 🚀

Super_Highway_3405

Let me know when you sell META and MSFT.