MSFT

Kantmzk

It's going to me a Brown Boy Summer. $MSFT $MU $ADBE $GOOGL Enough of White Man dominated companies with baby-tier gains, bring in the geniuses of India.

PropheticMurmurs

MSFT with some super weird movement in the last half hour.

ResultAfraid8340

I just got obliterated on MSFT puts

EnSaneZ

Since serviceNOW reports, all software stocks have gone up post ER. NOW, MSFT, SAP, PLTR, SHOP. I expect the same for APP and DDOG but maybe I’m just delusional no idea but I have calls for APP as I had played calls for all the other software stocks

Cosmorto

MSFT shook out stop losses

ballistic_bagels

Anyone want to dump a bunch of money into MSFT to save my $100 in 0dtes calls today?

greenpride32

>The higher multiple is the part I don't really get. Are investors just betting Apple figures out AI eventually? A lot of rotation has gone into "safety" plays, to the point SCHD 12m trailing was beating both SP500 and NAS100. Just in the past few days or so NAS100 has taken back the lead. KO had been trading at similar or higher multiples than AMZN GOOGL MSFT NVDA. I sold a portion of my AAPL when it ran up (maybe $335-ish so didn't quite hit the top), as I think it's overvalued relative to others, in same way I sold some SCHD for VOO and QQQM. A company shouldn't be rewarded for not making CAPEX spend, it does nothing material to the bottom line. Also, it makes sense for AMZN GOOGL MSFT to invest heavy into AI as they are hyperscalers - CPU dominated compute is now becoming CPU + GPU. But AAPL has no business here.

znightmaree

No, MSFT maintained their capex. The $15B change you are referring to was purely a technical accounting change. They also outright said on their earnings call that their AI capex is turning significant profit. AMZN, GOOGL, and META all either increased their Capex outright or raised the prior floor they had set for capex. AMZN similarly to MSFT explicitly said they are seeing huge ROI on their capex. You have no fucking clue what you are talking about

AuraCollecter

Are MSFT putts 2dte crazy here atm

MrStreetOnTheBeat

I’ve noticed a HUGE INCREASE IN TICKS, happened just when MSFT had earnings.. coincidence??

PatrickSebast

New MSFT. Just let it happen

JahMusicMan

I rebalanced last week after consolidating all my IRAs and one Roth. FWIW, both times when the transfer of assets happened, there was a dip in the market because of the Iran war and the assets were sold right before the small dip (we are talking like 4% S&P 500) and I just bought in on the dip and prices came back up and are even hire today (could go down tomorrow or next week or next month, no one knows) Ended up rebalancing: 45% Total US stock Market 25% Total International 15% Small Cap Value 15% Bond index fund. (I might lower this to 10% since I have way too much cash on hand and in t-bills in my brokerage). The reason why I rebalanced now though is because I received an inheritance and also I'm heavy MAG 7 in my brokerage account via META, MSFT, APPL plus index funds (VTI and QQQ and VOO (I know I know, they hold the same shit basically) and I can't rebalance without tax implications. Depending on how old you are and when you need the money, if you are a decade away or more from needing the money, then you are spending more mental energy sitting on the sidelines with that 25%. 25% on the sidelines is not going to move the needle IMO so you might as well rebalance now, and not have to worry about all the shit going on in the world. The whole purpose of asset allocation and diversifying is to help you get on with your life.

studybreak15

Was just about to close my MSFT calls for a 20% profit but I got a phone call and now they are down 20%

mapoftasmania

Guy made bank on MSFT and ORCL last week

bigfan49

My portfolio is just NVDA and MSFT and then a bunch of fucking bullshit down 70%

AdNo5928

I have been eyeing it up for a while. Finally pulled the trigger after taking my MSFT gains

bandofshepherds

MSFT feels like it’s going to do a reverse rug pull

DudeManBroGuy9

Wow that’s awesome Mr. 1% ! The initial post I responded to was from the middle of July. Assuming your entry on WHR was…$38/sh? Correct me on your entry point though. You’ve now sold, hopefully at the high point of \~$45/share? This would be roughly an \~18% return. Very nice and handy return no doubt. I don’t know if that’s in the top 1%. The recent MSFT dip and rise, as one example, has returned more than 18%.

JayRoo83

If MSFT could go back to 400 while I'm revenge trading this put, I'd appreciate it

verified-trader

| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MSFT** ▼ | $350.00 (below) | $400.59 | $488.23 | -12.6% | Aug 20, 8:59 AM |

studybreak15

Randomly bought MSFT $500 calls for Friday

english_fool

MSFT to 290 and i'll stop bitching about how shit Azure is

Stop_The_Rain

MSFT to 500 and I will never complain about 365 ever again... promise!

drakilian

MSFT: turned green YTD for the first time MSFT: "And so I took that personally"

thatsmymayo

Well I sold all of my MSFT and GOOGL. Enjoy the leg up everyone. Was up 24 and 15% on shares respectively, might as well take the profit

BoomerSharkBoy

I knew MSFT would always go opposite direction from the market

Neat_Statistician741

MSFT gonna rip back to $500 Market manipulation at its best

EnginrA

MSFT get to 500 you dumb fuck

EnginrA

Fkn MSFT

Lonely-Internet-7565

Ok MSFT and me clearly have different ideas about which direction to take

No_Current3675

Gotta be special type retard to bet against MSFT AMZN GOOG NVDA

SteveStacks

MSFT get over $500 already

Fit_Feedback5981

MSFT up in premarket… memory is cooked

FinePerformance1046

MSFT is not why AI is rallying

IndependenceMajor360

How are we feeling about MSFT?

OrangMiskin

Goddamn MSFT, you scary!

TauCetiXAstroPhage

MSFT is a truly garbage company with a shitty product. Recently, I installed and have been using LibreOffice due to crashes with MS Office. Omg... amazing, not a single crash or stutter with LibreOffice. Cancelling all the subscriptions with shitty Microsoft. And also buying puts on this shit.

smellyeggs

Reminder that the SPACs all popped Feb 2021, but SPY went up until Jan 2022 before popping itself, declining 34%. Big tech declined sooner and harder, with GOOG peaking Nov 2021 and falling \~42%. Fine to gamble up and down, but I sold some investments yesterday (TSM, MSFT)

Legitimate-Ranger-94

Lol it was this or MSFT I’m suspecting a heavy pull back 🙏🏻

Legitimate-Ranger-94

MSFT 1DTE puts this is the way

Legitimate-Ranger-94

Yolo’ing MSFT puts for Friday lord forgive me 🙏🏻

Baraxton

Options first and foremost allow you to structure your risk very precisely (if you know what you’re doing). Leverage is a benefit as well (if you know what you’re doing). OP should read up on short covered strangles as this strategy has a high expected value when using it on quality names such as MSFT, NVDA, AMZN, GOOG, etc. This is just a single strategy, but there are many that have decent positive expected values on longer time horizons. I’d also like to say that since you’re new OP, you should focus on longer time horizons instead of shorter ones. Do not trade 0 dte.

imustbegthequestion

MSFT. If you let me down before 9/5/2026, I'm going to get my pilots license so I can dump all my electronics and identifications at Point Nemo. Don't try me. I just tolerate you until I get my ZUNE 3. We had a deal. You innovate, I buy. .

Lonely-Internet-7565

Can MSFT cross 520?

NeoWilson

He probably did, and that’s why MSFT mooned

Jetboy3D

I use AI for search now, never see or use a Google ad link. That's the majority of their revenue. Buy MSFT, they are the AI gate keeper.

Inner-Cobbler-2432

I shall not be greedy. I can now tell my grandkids that I sold MSFT for a +150%. They will call me demented. 

BoomerSharkBoy

GOOGL and MSFT up while the rest of tech is down. These 2 are batman and robin

jonneh

This mfer Burry made one right call that no one saw coming and all of his decisions since have been ASS they’re going to really bury him this time \- Exited Microsoft, $MSFT, longs and calls \- Closed Oracle, $ORCL, shorts and puts \- Closed January 2026 Palantir, $PLTR, puts, but remains short the stock \- Rolled Nvidia, $NVDA, puts into June 2027, with strikes in the low $100 \- Rolled Invesco QQQ, $QQQ, short position into February 2027

minin71

Didnt he cover? He also went long $MSFT which was an incredible pick up

WarlockSmurf

yea selling MSFT at 500$ is a good target imo

Waste-Head7963

All his longs are fine. MSFT calls are mooning.

Routine-Agent-160

Look at every one of his longs, it’s printing so hard. Particularly his MSFT calls. Every single one of them.

calgary_db

Is it not? PLTR, MSFT, AMZN all running. AMD beat and will rebound. Wait until NVDA smashes then QQQ ATH again.

SeymourGlassy

Buyin shares of ETFs and good companies. Made a lot on AmZN and MSFT. 200k actually. But this was pure retardium

Professional_Sea_128

Honestly agree. I sold the call so that makes it 2x more likely that MSFT will keep running

prana_fish

It seems like earnings reactions this season are direct opposites of what happened last season. Thinking $MSFT, $AMD, $PLTR.

GatorBo69

This has been a very nice run this past 3 days, but this is just a great example of why DCA is the best way to handle the market. Anyone saying they have FOMO sitting on the sides with cash should know it’s never too late. This year is still going to go even higher and beyond. MSFT and Amazon have proven that the investment into AI hasn’t been for naught, and now the skepticism that was rising is being erased. MSFT will be a $1,000 per share company by 2030, just watch. If somebody doesn’t believe me, put one of those reminders on here for me. My brother is a senior programmer there and you have no idea the level of crazy AI work that is going on there. They will always remain one of the leaders. Now I wouldn’t quite compare this to the dotcom bubble in 2000 but there are going to be quite a few AI companies that fail, there’s just too many competitors, but companies like MSFT, Amazon, Google, they’re gonna remain giants. Keep DCA’ing your money into those 3 stocks and you’ll be set the rest of your lives. I have over 452 MSFT shares at an average price of $251 and I plan on trying to get to 1000. If it ever dips below $400 again I’ll immediately buy up $50k worth of shares!!

Kantmzk

Brown Boy Summer. $MSFT $MU $ADBE $GOOGL Brown Boy Summer. $MSFT $MU $ADBE $GOOGL

Kantmzk

It is somewhat unfair. If I were a person with a lot of capital and a loud voice, it would definitely help my positions once became were to become aware of them. That being said, my call for this summer is Brown Boy Summer. $MSFT $MU $ADBE $GOOGL

Rock_or_Rol

He was bullish on MSFT a month ago 👀

quackers294

These things are completely different. The data showing S&P beating most investment strategies and investors has been there for decades. SP500 will likely beat 95% of all WSBers. Yes, you are probably better off getting 10% CAGR and retiring with a nice kayak. But that shits boring, if MSFT hits 700, you can catch me in my fucking yacht.

Rand-Seagull96734

You have to *buy and hold* at least two out of the big hyperscalers - GOOG, AMZN, MSFT - because you don't know which one is going to get leadership and materially grow their Operating Cash Flow. I own GOOG and AMZN. Then you have to have the equipment and fabs behind all the (AI) chips. I have ASML (cutting edge equipment) and TSMC (cutting edge fab). They win regardless of which chip companies win. Then you gotta own NVDA (incumbent chip). I also have QCOM because they will benefit from all Android smartphones getting AI enabled with on-device inference. Finally, you have to own whoever owns the smartphone consumer channel because of the upgrade AI will cause. AAPL is the obvious choice. AI models are going to get conmoditized because of the Chinese open source options, but I already have GOOG/Gemini and will buy Anthropic when it IPOs. Everybody else including OpenAI, Grok, Meta, etc are not likely to make it commercially because they don't control the smartphone channel. You have to watch for how (cyber)security software layers evolve as AI agents do most of the work, including bad actors threatening enterprises with agent swarms (kinda like drone swarms). I have tip toed into RBRK and S because they are doing AI informed cyber security from the ground up while the incumbents are either consolidating and/or grafting AI capability into legacy platforms. I don't have a strong conviction here, but this is an area to learn and invest. All this is just a thesis so we shall see, but it is not momentum trading like OP is doing.

WarmMinimalist

GOOG and MSFT are smarter right now. I don’t even know what Zuck is doing

Firm-Public-9829

Should be good MSFT blew up 100+$ Ina week markets back till orange head starts tweeting

Dstein99

Google is a very quality company but they’re priced like it, 31x Price/Operating Income which is the second most expensive of the 4 major hyperscalers (Amazon, Google, Microsoft, Meta in that order). MSFT used to be viewed as the highest quality company in the market, they hit $360 in July 2023 when they were at 30x Price/Operating Income, 3 years later they hit $360 again and their Price/Operating Income was 17x. Microsoft was a quality company, they doubled their profit, but if you paid the wrong price you were even 3 years later. I have a full position in Google mandatory convertible preferred shares in my Roth. It doesn’t have the same upside as the normal stock, but it pays a nice dividend which gives me some protection from the valuation risk.

SoSeaOhPath

Well they did just start paying the divvy, so can’t judge too quickly. Hopefully it becomes something like MSFT dividend where the yield may be 0.75% but the nominal amount grows 10% per year. It’s a huge compound machine even with the low starting yield

dabblesest

Idk he sold MSFT at a top, pretty sure that makes him a smart stoner.

Dawnchaffinch

Sold MSFT at 495 to buy weed

antelope591

Had qqq calls that expired Friday story of my life....at least I have MSFT :*(

PharmDinvestor

$30 stock …. Data centers in 2027 and $1 trillion in revenue by 2030. This is how you know spcx shareholders are being lied to . I mean how long did it take Nvda, AAPLE, MSFT or Amazon to hit $1 trillion in revenue after they went public ? And Tesla shareholders , how is that robotaxi thing going ?

thenorthernwhiteboy

MSFT hit 350 June 25th 👍

Possible-Material693

Yeah I’ve been doing this for a little over 5 years now. 190% returns in my brokerage and 170% returns in my Roth. S&P has been like 85-90% in same time frame. I usually wait for larger dips though. Recent trade was MSFT in the $300s. Already up like $34k in that trade. Loaded up on meta after its earnings sell off and waiting now. Previous trades were Nvda on dips, UNH, CNC, GOOGL, etc. I usually inverse Reddit. When Reddit was saying AI would kill google search 2 years ago I was loading up. Price drives sentiment so reverse sentiment usually works pretty well. This subreddit hates trading so I’ll probably get downvoted but if you’re willing to buy and wait it out you can make some serious money with this strategy. Especially if you stick to solid names that pretty much always recover eventually. This subreddit might as well be r/bogleheads though. I even dip my toes into some options as well. Usually buy calls that expire in 12-18 months and hold them for about a year. Made 200-350% on CNC calls. Bought a call on NOW when it was in the low $90s that I’m now up over 60% on. The key with options though is to keep it to a small portion of your portfolio. Like 1-2% and never bet more than you are willing to lose. This subreddit hates options too so bring on the downvotes lmao but leaps are the best way to play options if you’re going to play

shlammyjohnson

MSFT ripping btw I was right

thatdude845

wen MSFT 550?

EnginrA

MSFT still 10% away from its ath

573V317

I made a boat load from NVDA, GOOG, UNH, MSFT in the last few years. So yes... But if I had bought NFLX?

WorkingGuy99percent

And the spending is coming from GOOG, AMZN, META, MSFT, and so many other players that are deploying capital. Most of it is is money leaving their books, not borrowed money.

HayflickLimiter

NVDA, MU, MSFT, GOOGL, just to name a few

Shoddy_Performer_548

AMD gets the short, bought some DAMD to hold for a bit. MSFT also looks ripe for a short depending on how she opens. Will also be watching AMIX for a possible lite repeat of today.

JefeDiez

He's talked about this for 3 years and then bought MSFT recently in spite of it all being 'overvalued'. A lot of stocks are overvalued but there are still quite a few in the lower range of their P/E with increased profits YoY.

ThinkingOfTheOldDays

AEHR on the amd absurd capex raise MSFT / AMZN / GOOG

Krigrim

imo right now is the pull back. MSFT/AMZN are printing on their investments, everyone still has money coming in and there's a DRAM shortage. If you're eyeing $MU $NVDA it's now or never

PaperHandsTheDip

I'm on max20 plans for claude + codex, not enterprise plans. I'm being heavily subsidized atm, yes. The cost per token is coming down very quickly tho, which is a part of the bull thesis in itself - costs to run the models is getting exponentially cheaper with token costs dropping \~10x per year. The $10k token budgets / costs are going to drop to sub $500 soon... at which point all those engineers they're losing money on are pure profit. That's going to happen in less than 2 years at the current rate of improvement. At the same time - I don't see demand for this going down - as the models get stronger and stronger (and cheaper and cheaper) the demand is growing exponentially. They've only really been "useful" since Opus 4.8 (\~feb this year) and looking at the growth rates of anthropic we can see how quickly people are seeing the value. Previous models were a net negative for most companies productivity, but the recent ones are actually very bullish. The hyperscalers are reaching profitability on their ai investments (as per MSFT & AMZN datacenter spend) - and I don't see this stopping. I suspect we will encounter jevons paradox with AI - where as it gets cheaper & more efficient, the demand actually grows quicker than the efficiency gains we see due to the productivity gains it enables. We're already seeing early signs of this. You are correct - time will tell. It's an incredibly high risk sector to invest into here, especially given the historical cyclical nature. It's really a question of "how much compute will people want?". If they start integrating it into more and more things (as it gets cheaper) - demand may be higher than we expect.

Thunder141

and I think what we're seeing NOW, is that ROI has been surprisingly positive and beat expectations, hence why AI stock have boomed the last week or two since MSFT, AMZN, GOOGL earnings. Ya, people often invest a lot of money with expectations of an ROI a few years away. Every day, all the time.

triezPugHater

Missed MSFT sold before earnings, barely got shit on AMZN, missed GOOG earnings rebound, now I bought a lot of AMDL before earnings instead of ANET 🤡 🤡 🤡 Also my covered calls fked me out of some gains on this recovery oops

Kantmzk

Even though AMD is a pound the table buy, it is brown boy summer and Lisa Su was not invited. $MSFT $MU $GOOGL $ADBE

MaintenanceReal4023

Congrats on the 63k CAD mate that’s a proper turnaround after six months of bag holding MSFT options paying off that hard must feel like the universe finally cutting you some slack

LuvSicPt5

lmao at people jumping back to MSFT

Particular_Rice9607

$MSFT falling off cliff

NotMe357

"Breaking: Michael Burry has disclosed his updated positions He: • Sold his Microsoft $MSFT longs • Sold his Oracle $ORCL shorts • Sold his Palantir $PLTR January 2026 shorts • Rolled Nvidia $NVDA shorts to June 2027 • Rolled Invesco $QQQ shorts to Feb 2027 He continues to hold his short positions in $SOXX, $MU, $NVDA, $CAT, $PLTR, $TSLA, and $AMAT" 🤔 Bullish!

Particular_Rice9607

sold MSFT at high bought SPCX at low

thatsmymayo

Should have sold MSFT today

BankofBroke

You guys are so dumb. People always exit right at close. Happened to MSFT too. Chronically poor because of this.

RazDoStuff

im holding. MSFT MSFT 600 EOW

RazDoStuff

lets be honest, even if hormuz closes again, the elephant is no longer in the room - MSFT has proved you gotta spend money to make money

pcpxtc

Ugh I hate that everytime. This was also the one time in forever I didnt play MSFT earnings and look what it did. So much mental torment this can be!!

Particular_Rice9607

Stock news analyst all lower MSFT...

gamersEmpire

Who knew MSFT and PLTR would save the market... what a wild ride

daxtaslapp

Msft MSFT msft