Reddit Posts
All BS aside, how’s calls on MSFT looking this week?
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Need to practice option trading with paper money
Who’s ready to burn their life savings this week
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Who’s buying MSFT & AMD calls for earnings?
I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP
MSFT has now overtaken AAPL in market cap.
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Is it normal for the index funds to be weighted this heavily by mega caps?
What are your top picks for the top performance stocks for this year?
Epic V Continues to Show How Little Risk Exists
Has anyone seriously looked at Global Foundries [$GFS]
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting
Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.
The true interpretation of Friday's Jobs Report
A true interpretation of Friday's Jobs Report
Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip
LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!
And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?
If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?
Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?
Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?
Keep an eye on $MSFT (potential put money making opportunity)
If you had $40k to invest right now, what would you do with it?
The NYTs is suing Microsoft and I think there is a profitability play on their stocks
New York Times sues Microsoft and OpenAI for copyright infringement
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
Question regarding this type of Play Option?
The biggest lesson that I've learned in my 10 year investing career.
MSFTs Open Ai will raise funds with valuation of $100B
Mentions
The forward PE of the Big Six: Alphabet $GOOGL now trades at 24.3x, below any other member. $MSFT at 32 $amzn at 34 $aapl at 31 $GOOG has $40b in buybacks left in next 4 months. Sends this lower. LONG GOOGLE TO $280 BIG BUYS FOR $295C CALLS COMING!!
Piling into MSFT and NVDA for safety in case spy starts tanking for the next week or two
Let's gooooo MSFT, get to $520!
I’m not going to go one by one. Obviously these people spread their wealth around, but 1) if they had to liquidate their public stock in one day they wouldn’t be that rich, which is why their net worth is semi fake 2) more than 50% of their net worth is public stock. For gates it’s MSFT, WMT, BRK, WMT, CATKOF, FDX and a few others Bezos: of his $240B net worth, $205B is AMZN
Because quarterly is what is required and acceptable. Seriously if next quarter all of the Magnificent 7 reported earning except Microsoft who opted to report nothing and you help MSFT shares you wouldn't consider that a risk?
4th after NVDA, MSFT & AAPL
chatgpt (MSFT)= bad vs gemini (GOOG) = good
Palantir is leading the pack to becoming the A.I operating platform for enterprise. This is why DAN IVES has been pounding the table. This is bigger than MSFT and AMZN combined. Essentially PLTR will be the global platform for business.
Why is MSFT such a piece of shit and can’t rally like the rest of
META, MSFT, and NVDA going to get a bump later. The Mag7 get turns for pumps.
I dont know. If we hear about a partnership with MSFT and a power purchase agreement i think it would be a good time to buy, then its derisked. Now its risky but I'm holding.
MSFT ticket to be renamed POS.
There's a reason it's called index and chill. If you're not retiring in the next five years, then you shouldn't care about reducing equity exposure and buying US Treasury bills or bonds. Ignore all the noise and always buy whether the market is going up or down. In the long term, you will hopefully see the average returns of VOO/VTI. When the market tanks, that's the rare sale. Our income is a little more than yours at around $388K combined. Wife had RSUs from 2022 to 2024. She never sold a share until after she was laid off. In previous years, our income was closer to $340K including those RSUs. We also had a paid off house since the fall of 2022 (though maybe not worth as much as yours since ours is around $600K). I cashed out an old pension around October 2022 for around $180K since my previous company was only expecting it to grow by 5% a year until retirement and the lump sum versus monthly payments until death all assumed 5% growth. I figured with VOO/VTI I could do better. I bought when the S&P 500 was around 400 and then it immediately dipped below for a few months. To give you some context, our investments hit $1M for the first time in June 2023. Exactly two years later June 2025 it hit $2M. This was a portfolio based on 85% SPY/VOO/VTI, 5% MSFT, 5% QQQ, and 5% BRK.B. MSFT was sold for VOO/VTI this year. I also worked part time for a startup and cashed out around $27K after the company was bought out. After paying long term capital gains taxes (I bought startup shares for less than $20, the most I could purchase), that money also went into VOO/VTI. This happened after we hit $1M in investments. There will be some future years where we may be in a recession. In fact, the yield curve inversion of the 10 year US Treasury versus 3 month US Treasury has predicted the past few recessions. However, these are the Black Friday sale times. How many years or months the sale lasts depends on the event. These are the times you want to buy as many shares as possible. Source (click on max and observe the events that occurred after the yield curve was inverted): https://fred.stlouisfed.org/series/T10Y3M
> I totally agree with you. Stocks are pricy BUT, currently there is no bubble. (other than 2-3 meme Stocks.) It's not just meme stocks like Tesla and Palantir with P/E of 230 and 570. Even quality companies are trading at valuations that greatly exceed their intrinsic value: - Nvidia is trading at 50x earnings, even though we can clearly see big tech pivoting away from Nvidia into custom chips from Broadcom. Nvidia was a temporary solution for big tech to quickly pivot and scale quickly, not a company they will depend on long term. - Broadcom, while they have a lot of potential, trades at 92x earnings. - Oracle trades at 67x earnings based on speculation of a $300 Billion contract that depends on their customer's ability to raise capital. Additionally, no guarantee that said contract provides high margins. - Workday trades at a P/E of 87, ServiceNow at a P/E of 117, Applovin a P/E of 83. The products these companies offer are really nothing special. - IBM, known as a dinosaur tech stock, trades at a P/E of 41 - MSFT trades at 37x earnings. They have given up a lot of their AI growth opportunities by giving up exclusivity agreements with openAI and agreeing to a smaller rev share. A normal P/E is in the range of 10-20, historically. It is worth noting that P/E can be converted to earnings yield. For example, a 50 PE is an earnings yield of 2%. You can get 4.7% on US treasuries risk free. Real estate offers cap rates of 5-7%, with long term capital appreciation as well. **The biggest problem with this is most of big tech is not positioned to produce the high level of earnings growth they have historically:** - Tech historically traded at a P/E of 10-15. Therefore, they could buy back 7-8% of their shares each year, boosting EPS even without boosting profits. With a P/E of 50-100%, that's only 1-2% growth. - Historically tech companies could be scaled and deploy their services to Billions at very little cost, allowing for very high earnings growth without capital investment. However, in today's industry, AI is very expensive. It requires $50+ billion a year in capex to train models that are competitive, and also operates at a loss when providing inference for consumers. - Big tech has laid off most of their top engineers in favor of stock buybacks and AI capex. As a result, there will be a lot less innovation at big tech, which will become evident over the next few years. >On the otherside, earnings and stock prices are aligned in the big tech, they are much more efficient than ever thanks to AI. And they are monetizing it well. When you factor in the costs, AI has made companies LESS efficient. >There is not enough computation capacity for all those companies all around the world, not enough datacenters not enough power to feed them. Thats why, I think it is just the beginning. This is based on the flawed assumption that it's necessary to have hundreds of thousands of GPUs to train a competitive ML model. Plenty of researchers have found you can train models for much cheaper. Look at what is coming out of China, where they are forced to make due with less due to export bans. They are building models that trade blows with American products with less than 1% of the compute capacity.
Based on sector rotation and fund flow data on moomoo, it seems like tech overall has been seeing net outflows lately, while AI-themed capital is favoring more direct plays like NVDA and MSFT. I’m considering trimming AAPL a bit and reallocating toward companies with stronger AI exposure.
What I like about MSFT is that it’s a solid, established, somewhat boring stock, with the frosting of the excitement of its AI investments. That combination makes it attractive to me.
MSFT to 575 by Halloween 🎃 Trick or Treat?
OpenAI will get it from MSFT which will get it from Oracle. It's all c o n n e c t e d bro!
Been watching the big tech 3 GOOG, MSFT & AAPL and it feels like there's major bias against MSFT. When market tanks MSFT tanks harder than the other 2 and when market rises it rises slower then the other 2. Market has justification for its bias against MSFT. It promised that its OpenAI was gonna be the next skynet T-1000 terminator out to replace every blue and white collar job there is but after 5 years since the stock jump hype all Sam Altman & MSFT delivered is a fancy search engine and college cheating tool. Hell GOOG is currently more popular and bigger adoption rate on mobile stores than ChatGPT.
Goog, MSFT and AAPL has been my lifetime DCA companies and that's through Supreme court merger court cases, monopoly suits by FTC and too many battery and device recalls from all 3 companies for the last 15 years and I don't see myself stop DCA these 3 anytime soon.
Anybody think Sam Altman and OpenAI/Chatgpt is cooked? Sam has repeatedly bit MSFT's hand that red them. They're getting curb stomped in the AI race by GOOG. And they're burning even more VC/seed money they have on stupid shit like ORCL cloud servers. They're posing themselves to IPO as a multi trillion dollar AI company when investors already see the ice berg cut a hole on OpenAi's titanic.
I don't understand all this tech talk but would this do what nbis does? Is MSFT severely needing cloud space they had to go to a second vendor at 18billion for 5 years? What is that in 10 years? Would it be cheaper to just build a new data center of they see growth growing? But I don't understand this all:/
It’s not just 7k a year - you will likely have other options. Switch jobs and had a 401k? You can roll it into a Roth (paying taxes of course). There are also backdoor roths. There are also Roth 401k options. I think it also depends on your anticipated retirement goal and future income expectations. I’m risky in my Roth since I know my income will go up in the future and I’ll be doing backdoor Roth / I can tolerate the risk for outsize early gains whereas a underperforming safe VOO won’t matter *as* much. I look for stocks I like and want to hold for a while. I’m about 50% index, and 50% single stocks (MSFT, Google, lots of UNH). Had palantir but sold way too early - that’s something that would have been great to have kept in Roth. Briefly played with long dated options for extra leverage but I decided that wasn’t worth it for me. I’d consider it again after a recession.
If ai is truly a bubble then i would say meta, google, Microsoft and Amazon are the worst off. They have invested the most in it. Nvidia makes hardware. Their risk is someone making better hardware. If ai is a bubble then all that hardware these companies bought is worthless. Nvidia can pivot to whatever people/companies want to buy. Nvidia has a backlog on hardware. Meta/google/MSFT/AMZN all don't have back logs. They need to generate income from that hardware to justify it's expense. That all being said. I don't think ai is a bubble and these are the best companies to benefit for the next decade. Leading with Nvidia.
MSFT being in both lists, and being #1 and #2, is damn impressive
# we will NEVER EVER EVER see these prices from April 25 in QQQ, SPY, MSFT, NVDA and so on AGAIN. I SOLD THERE. IF YOU ARE LIKE ME. WE SUCK BROTHER
We are in a recession. A d companies are posting record blowout EPS because they aren't depreciating their assets atproper rates causing a short term boom in EPS that will eventually be adjusted down significantly once the recession is here. You're gonna see some -10 EPS for MSFT at some point when they do an insane asset write down on the GPUs they've been fraudulently depreciating
Interesting. I'm short deep ITM DELL, VLO, AMZN(\~190), and MSFT, waiting for them to expire. I've always use a 10% return target to roll, but often that leads to dead $ when the stocks move. I need to figure out when to buy back when time value drops.
Very hard to set a price target on such a speculative company. If it hits a deal with an MSFT type in the future, expect the price to be many multiples of what it is now, think 10-20x (yes, this is possible - the market cap is like 1b on this stock). But this is a big if. I am going to hold and ride it out for at least the next 2-3 quarterly earnings and decide whether to keep holding or sell later on. It's a very news-driven stock, so it's difficult to set a concrete PT. In case you are wondering what the analyst price target is then 9/9 analysts rate it a buy and the average price target is $2.74 with a high of $4. https://preview.redd.it/797givm4ixof1.png?width=1950&format=png&auto=webp&s=a4cbc3ab52aa386ecc083850fcbb9771ffdf7aa8
I gravitate to 110% agreeing with you. GlobeLink’s expansive infrastructure includes 2,400 miles of terrestrial and subsea fiber, linking key cities such as Mexico City, Corpus Christi, Odessa, San Antonio, Austin, and Dallas." $MSFT already has Azure facilities right along the planned 1,600-mile $NUAI and GlobeLink fiber route: Dallas / Fort Worth – Major South Central US Azure region (core hub) San Antonio – Huge Azure data-center campus Austin – Smaller Azure/edge nodes Houston – Azure edge and enterprise sites These sites sit on or near the new Dallas–Austin–San Antonio–Houston loop, so Microsoft could plug straight into the network for faster, low-latency links across Texas and down to Mexico. https://globelinkfiber.com Context Labs on board last week — only Azure uses Context Labs. Now this, sneaky press release two weeks ago (slipped under my radar). Smells like MSFT is the hyperscaler moving in on NUAIs powered land. Two huge LOIs, Thunderhead, Mawgan/Context labs and this huge MOU within two weeks. Im buckled up since long ago. Not financial advice.
I didn’t trade much in 2022. I held onto large bags of mostly MSFT, AMZN, META, and AAPL though which you can imagine experienced a pretty big drawdowns. Never sold, still holding, still accumulating
Same thing MSFT has been doing for years lol
Seeing the dip on orcl after the earnings pump, looks like the market isn’t convinced by the numbers they’re forecasting. The algo pump on those insane projections went crazy but I’m thinking it’s gna drop more maybe to 280-290 and stabilize around there. Now if ORCL misses again next ER, they can’t give the exact same projection and pump again. OpenAI’s investment makes 0 sense, especially since it’s assuming OpenAI captures majority of the market which is heavily competitive with big players like Google, MSFT, XAI. ChatGPT is currently the most popular yeah, but that doesn’t mean shit, most people use multiple different ones. We saw what happened when deepseek came out
It’s too big to fail and too big to meet people’s expectations but like AAPL and MSFT it will keep growing and have spurts but there are so many other stocks that will grow faster cause there in there growth period and so many techie’s that will be bought out or go broke or fail. Will there be another NVDA?? I doubt it. If anyone can it’s Elon
APP, ORCL, MSFT, throughout the week. its all on my profile if you wanna take a look
I think it will be interesting to see the new MSFT/OAI deal when it is released. I tend to agree with you but I think MSFT may be helping out a lot with this, which I hope is true as it would likely mean a greater interest for msft. Though I guess then why not host on azure. Interesting
I tend to agree. But this new open AI corporate structure and a the pending release of a new agreement with Microsoft makes me think a little bit. Could MSFT be supporting OAI more than people expect with the new agreement? I hope so as it would probably mean msfts tentacles getting a stronger grasp of that thing.
Ya my hardest decision has been on what to invest in in the taxable account. For the IRA I'm split amongst VOO, FBGRX, and MSFT. For the taxable account, I'm in between VTI, NFLX, NVDA, V, and META.
Today we've got: - PLTR pumping 4% over their zero contribution to that guy's dad snitching on him - TSLA pumping 7% over... Well, not really anything - MSFT pumping 2.25% off of still being married to OpenAI like everyone already knew - Micron pumping 4.6% off of the no-shit conclusion that lots of computers need lots of RAM These pumps represent over $192bn in market cap gain, enough money to eliminate world hunger for 5 years, end US homelessness for over 10, or fully fund 4 years of public college tuition or over 4 million students.
Today we've got: - PLTR pumping 4% over their zero contribution to that guy's dad snitching on him - TSLA pumping 7% over... Well, not really anything - MSFT pumping 2.25% off of still being married to OpenAI like everyone already knew - Micron pumping 4.6% off of the no-shit conclusion that lots of computers need lots of RAM These gains represent over $192bn in market cap gain, enough money to eliminate world hunger for 5 years.
STC 1x MSFT 9/19 510c @6.9; Overall play; 22.43 -> (28.18 - 4.88) + 6.9; 22.43 -> 30.2; 35% profit
Started trading options Friday of last week, made $25k on NVDA calls, bitched out and lost $18k on AMD calls, lost another few grand on stupid puts and listening to you fucking idiots, net profit of $2k when it's all said and done and now i'm fucking done with this insane bullshit. not worth the cardiovascular strain. All aforementioned funds back into SHARES motherfucker, SHARES because im an ADULT GOOGL MSFT RKT and Fidelity mutuals i hope you all make a million dollars and fuck all of you
Before investing make sure you do these things: * Pay off any debt * Save 3-6 months of emergency savings Once you have done that, do this: * Contribute to employer 401K match * Fund should be similar to S&P 500 * Max Roth IRA every year * Invest in $VOO and $VGT * Remainder should be into your non-retirement account * Invest in $VOO and $VGT On the topic of buying a home, you should get to $1M net worth then pay with cash. It's not worth getting an expensive mortgage you can't afford. I currently invest $4000 a month into $VOO, $VGT, and my company stock. When I started investing, I bought 50/50 ETFs and stocks. I did a lot of research into blue chip stocks and bought $NVDA and $MSFT.
I kinda like MSFT puts on this rally here.
Man i cant believe i bought MSFT at 497 and sold at 500.20. If i held, i wouldve made 22$ instead :( gosh darn
can MSFT just rocket up to $515 already pls
Many of the biggest names are a normal days trading range away from their 50 day moving averages. NVDA, MSFT, AMZN, META, NFLX, COST. SPY is teetering on the edge but it doesn't look like it because the ORCL AVGO and GOOG pumps added enough market cap to send the overall index far above the 50. GOOG is solid, AVGO is a coin toss, but the ORCL fraud won't hold. There's gonna be a flash crash on Wednesday, which I will miss because my strikes are too far OTM and this is my last play. You can profit tho.
MSFT should be at 650$ right now.
Rolled 1x MSFT 11/21 500c @22.43 -> 1x MSFT 9/19 510c, for profit; 22.43 -> (28.18 - 4.88); 22.43 -> 23.3; 3.9% profit plus a free runner weekly 510c in case it drive up further.
Insane how it's essentially free money when you buy calls on Big Tech when they dip. Thanks AAPL and MSFT.
MSFT is this your moment?
Imagine selling that trash MSFT🏢 @ $500 & loading a real innovative cumpenny like OPEN🚪💸 @ $5 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀📈
I knew the MSFT pump would be weak. Any other company gets a promise of 100B+ future investments and pumps 10-20%. But MSFT is like nah, play it cool man.
How do these garbage cash burn quantum stocks like RGTI pump when you have Google, ibm, MSFT in the quantum race, these small companies don’t stand a chance
MSFT has had an ugly ass chart since earnings, untradeable. Mid day pumps and dumps like nobody’s business
My mind was scrambled from writing about OpenAI in the MSFT section lol.
Do we think MSFT will go past $515 today?
Wtf I sold MSFT at a loss yesterday ! Illuminati confirmed
MSFT gave up gains of course
MSFT fades every single morning all gains by 5mins into open. Tge slow goes -0.1% the next 6 hrs
MSFT mooning immediately after close then falling all night, practically back to last close. Typical. It'll probably dump back to 490 today just because fuck u
People think it’s likely every time. That’s what makes it a profitable trade over and over again. I don’t know if it will be GOOGL, MSFT, AAPL, or some other tech conglomerate. Regardless of which one they target next, as soon as half of reddit is full of, “what if” posts about how terrible the ruling could be I’ll start scaling in under the assumption that it will be reduced to a large fine that’s basically a slap on the wrist to a trillion dollar+ company. If over the years I witness this strategy fail even once I’ll stop deploying it so confidently.
That is a totally valid argument. However, I don't really see economies of scale hitting GPUaaS data centers any time soon, at least in the medium-term. The main reason for this is because of very very high revenue backlog. If MSFT was able to use their own data centers and not have to buy compute from CRWV or NBIS they absolutely would since it's cheaper. But there is so much demand it spills off to these smaller players. Another way economies of scale could be reached would be through a singular player attempting to consolidate the market via M&A. Right, the market is very fragmented - you are seeing these companies pop up out of nowhere. As long as this market stays fragmented, you aren't really going to have one player with significantly cheaper prices than the other. And even if one player has significantly cheaper prices, there is so much demand that MSFT or whoever will pay the extra premium to get their hands on more compute. So why will this market remain fragmented? None of these new data center companies have the cashflow to acquire another. They are spending their money on CapEx not M&A. And why don't AWS or Google or MSFT just buy these data centers? I don't have the answer to this, I imagine they could be risk-averse on AI and it makes more strategic sense to let others cough up the CapEx and they only pay for the compute, but also they are spending record amounts on CapEx so I'm not sure. There is also very little precedent to postulate that they will lead a consolidation - the only transaction I can find is the AWS acquisiton of Talen's data center campus. By large, they build their own data centers. Maybe, I was just rambling. Let me know your thoughts as this is an interesting perspective to think about.
People forget this .25% rate cut was an AI driven, edge leaning, data driven decision purpose built for growth and backed by some of the biggest names like NVDA, MSFT and ORCL. Larry Ellison has stated that this .25% rate cut will reduce staffing costs by 40% over the next 5 years and propel TSLA to become the #1 AI driven space mining company by 2027.
OpenAI and MSFT are moving forward in their negotiations. MSFT up 1.5% pre-market. Haven't seen this discussed
lol MSFT with the fade. so many ppl thought this would rally hard in morning
What's the reason for the MSFT pump after hours???
HOOD has been pumping off spy inclusion, they got a ton of competition who will catch up pretty quick, plus their crypto trading volume is down. I actually think it’ll be goin back towards 100 before going higher tbh. PLTR is a niche definitely in its field, but us govt has started diversifying into MSFT, GOOG, I think PLTR will still dominate most of DOD contracts. I’ll wait for their next earnings to decide to get in or not. Admittingly I sold way too early before. if they miss earnings it could be headed down a lot
The biggest question of all time $GOOGL or $MSFT
holy shit. I said MSFT deal was larger than NBIS market cap AT THE TIME. Dude if you really can’t understand that idk how else to explain it to you. Now it’s not even funny it’s like talking to a sock puppet
the fuck are you talking about are you that retard that tried to say MSFT deal was larger than the current NBIS market cap LMAO
MSFT $515 EOD calls = pure profit?
No one gives a shit about when you can buy it numbnuts, it’s simple math doofus. 17b MSFT deal plus 16b mcap of NBIS at the time = what?? Higher than their current mcap is now. So yeah, it’s technically undervalued, like I said, that doesn’t mean it’s instantly going to go to 200.
5m old account: NBIS market cap is still lower than than the MSFT deal amount! and it doesn't matter that it's over 5 years!! trust me bro!!!
Jesus Christ. I said the MSFT DEAL was bigger than their entire MCAP. Their MCAP increases to 20B from the MSFT news pump. what are you not getting here lmao
Yes it was dumbass. NBIS MCAP before the MSFT deal was announced was 16.4 B, MSFT deal was 17.4 billion. How does it being over years mean anything are you fkn stupid, every company is valued on forward growth. Don’t give me no lip boy
>The MSFT deal alone is worth more than NBIS entire mcap so, lmao no it isn't and even if it was it's revenue over 5 years
The MSFT deal alone is worth more than NBIS entire mcap so, in basic terms, it is undervalued now compared to what its mcap should be. Doesn’t mean it’s going to rocket to 200 overnight though
Bro MSFT META AAPL AMZN are like 5-10% away from ATHs
Its all the same major AI companies. Those multicloud revenues are a small subset from companies like MSFT GOOD AMZN OpenAI
You could also go w an IT sector fund like XLK or FTEC and get good exposure to both plus MSFT, AAPL, ORCL, PLTR, AMD, CSCO, CRM and more.
Equally random thought: MSFT has already been chosen and NBIS has been chosen for spare compute.
MSFT you micro and soft limp dick bastard, MOVE UP!!
You're the one who brought up the airplane analogy. I love how you need to start your replies with a gratuitous snark. They'll get 10x performance increase if they upgrade (cost) and if the software (which oracle can't write, or profit from) enables that increase. And most of the performance increase will come from the software. There's huge D&A costs. So i still fail to see the huge value that oracle can provide, and the generous net margin that this would yield. I think it's still gonna be nvidia and the MSFT/Anthropic.. that are gonna rake in the cash.
“I’m short BTC” dude switched to MSFT. Weirdest mfer on WSB.
They’re letting openai turn into a for profit org. Honestly I have no idea what that means for MSFT.
> MSFT already fading