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
MSFT is ignore until big money start piling in
The fear I hear about MSFT: -Microsoft took out big loans to invest in OpenAI -OpenAI is spending that "money" to run it's models on Azure data centers (it's not really money, it's "Azure tokens") So Microsoft took out a loan and are counting it as revenue. Which might be fine if OpenAI did everything with Microsoft But OpenAI just made a bunch of deals with Amazon etc. This will leave Microsoft holding a huge debt bag
Yeah, seems like the implosion of MSFT has been happening for a while with the self-owns related to Windows 11 and Copilot. Everyone I know refers to them as Microslop. Still, I bought some shares last week because it sounded like they had recognized their failings on Windows and I hoped they had bottomed out. A loss of enterprise customers becoming a trend could be an issue though, whether it’s because of political winds or reliance on a doomed core partner like OpenAI. (Not that OpenAI is definitely doomed, but Anthropic has a very significant lead on them IMO)
You are exactly correct. Nobody is willingingly going to spend money to move existing systems over -- thats just dumb. >\> validate a new system when a company already has to pay Microsoft for support for those legacy internal and external systems? It basically reduces down to a question of "how much do we pay for the legacy system / maintenance. How much does new feature XYZ cost & how much does it cost to move over?" Maintaining old systems is exactly what is going to happen, but new systems / features will likely become "much cheaper" due to monetary pressures (other companies doing the same thing / offering a similar set of featuers are doing it 10x cheaper), or even end up in-house. MSFT is going to have to offer more for the same price to compete.
The France thing is just an example of a much larger, irreversible trend: non-US countries are pivoting away from US tech and financial systems. It’s a slow and difficult process, for sure, but there is no way back. I wouldn’t touch MSFT, Visa etc any time soon
Feels like one of those situations where nothing fundamentally broke, but sentiment just shifted hard and dragged the price with it, which tends to create those “in hindsight obvious” entries, the tricky part is exactly what you said, you rarely get a clean signal so scaling in makes more sense than trying to time the bottom. MSFT still sits in a position where it benefits from multiple long-term trends at once, so it’s less about whether it goes lower short term and more about whether you’re comfortable holding through that noise, and I’ve been trying to track these kinds of setups more systematically because the narrative swings tend to matter just as much as the fundamentals over time.
Agreed, loaded up on GOOG at $160. Started buying MSFT at $360 and have been continuing to buy
The whole reason France is moving off of MSFT is to get away from US tech companies. Switching to GOOG would not achieve that goal. Also, Google sheets is only good for basic spreadsheets. The moment you need to do any sort of analysis/modeling, Google sheets fails and Excel becomes needed.
#IS NOW the time to put EVERYTHING into MSFT?
It's multiple contaction. Not justifying it, the market overreacts. But you could make an argument CRM is not worth 50+ (year) multiple. Looking at AI, you cannot extrapolate for even the next 5 years, much less 50. I'm adding MSFT. So doing my part to prop the index.
VOO is up 4% in the past 6 months while MSFT is down 27%. It is not rational to consider an individual stock a "savings account". You can consider it a high conviction investment, but a savings account implies keeping funds safe.
MSFT being this low reminds me of GOOG at $146 a year ago. Shits gonna rip one of these days
Entire market? Up. MSFT? Down.
MSFT is an assrose of a stock! F\*king hate the shit
MSFT, SNOW and CRWD literally give up in a bull market. lmao Portfolio trailing > 5% from QQQ.
Did you know if you locked up in a tiny chastity for like a long time, it becomes micro and soft? Just like my MSFT, it’s not rocketing anytime soon. All the while mistress and her friends laugh at how micro and soft I am.
I’m in a very abusive relationship with MSFT where I’m the victim
Oh man you guys just fucking wait. One of these days MSFT **won’t** shit the bed really bad.
I'd argue that money talks / dominates. Existing tech / tech stacks (so long as they are "reasonably cheap" will remain. But new stacks / projects are not going to willingly pay MSFT $5m when they know they can do it themselves for $200k & one engineer) - or if other competitors can do it far cheaper (ie: vibed). Those particular departments of large Co get assigned with the task "reduce costs" and bit by bit it gets moved over. \--- The state of AI even 4-6 months ago is drastically different than todays. 6 months ago was somewhat buggy. Opus 4.6 was only realeased in Feb of this year with a 1m context window. 4.5 had a \~200k window. It makes a world of difference.
What an incredible week for us tech bulls. Unless of course you chose MSFT. Then you’re eating ice for dinner tonight
I bought some yesterday, and if MSFT wasn't already my second biggest holding I'd have bought a lot more.
$MSFT bag holder threw the Molotov
Yeah but the stated reason of France moving off MSFT is to get away from US tech
I've just opened up a very large (to me) position in MSFT yesterday. I think over the next few months it's going to recover quite a bit from this massive cliff it's fallen off of
Yeah but not MSFT which is what we're talking about here.
What blows my mind with these comments is in one breath you have people saying MSFT is a savings account, the best company on earth, yadda yadda... ...and in another you have the rise of AI, AI is coming for us all, yadda yadda. You can't have both. You can't have Microsoft as some giant in an AI filled world. If AI can replace entire teams and contribute to tens of thousands losing jobs...it can create a substitute platform for office and/or allows collaboration amongst people. You can't have some software that's off limits but others where it's gone. If Salesforce is a joke and can't be replaced...so can office. Period. However I'd invest in MSFT because the AI narrative is a joke contrary to everything noted above. It CANNOT replace what it's been attributes towards with layoffs and restructuring. That's bullshit.
A senator buying $500K-1M in deep ITM calls is synthetic stock exposure with leverage. The 325 strike with MSFT at ~375 gives him ~0.85 delta with way less capital than buying shares outright. The real question isn't the strategy - it's the timing. What does a sitting senator know about MSFT's next quarter that justifies putting 7 figures into leveraged exposure right before earnings season?
The average ANALyst forecast for MSFT is $585. Let that sink in
Your MSFT investment will be just fine and you will be thanking yourself 3-5 years down the road, heck, you may not need to wait that long. Take the bearish comments with a grain of salt, I’ve seen tons of it, I respect peoples opinions but some of these are way off. The “people don’t like Word” or “companies will switch” arguments are missing the point entirely. Enterprise software doesn’t work that way, and the switching costs alone make mass migration a fantasy, or at least a very long term solution. And yes, the recent pressure came from the OpenAI noise, and yes it is a risk to consider but Microsoft is doing everything to be independent from OpenAI for good reason. Microsoft isn’t betting on a single model, they’re building a multi-model offering, which actually makes them more resilient, not less. On vibe coding a whole office suite, that’s a consumer-level conversation. You don’t vibe code your way into an enterprise contract. Microsoft is a leader in that space and will continue to be for the foreseeable future. Microsoft is A KEY player in Cloud and AI infrastructure. This infrastructure isn’t a trend, it’s the foundation everything else is being built on. Cloud and AI aren’t slowing down, and neither is the infrastructure required to run it all.
Picked up some calls for SNOW and MSFT, please keep the bombs in the planes this weekend 🥭
Lmao fuck this market. MSFT is up .2% from when I bought calls at 1:50 and my calls are down 2% .
Is RDDT a good buy or not? How about MSFT?
I just mirrored the trade of a US house rep. MSFT 325 6/18 calls. It will be my first time insider trading lol.
I'm not buying MSFT directly, instead slowly DCAing into IGV ETF during this software downturn.
MSFT will eventually turn into Skynet, I am loading up on it every week
Probably not the best insider trade to follow. Look for larger amounts and more aggressive positions. Like the 1M of MSFT call options purchased by rep Josh Gottheimer
I consider my MSFT holding as a savings account
Stock pickers lose money, shocker. Absolutely nobody on Earth knows if MSFT will go up or down, and any “hypothesis” is just a guess really. Just buy an ETF and forget about all this stuff.
There’s a lot of people out there who wish they could forget MSFT
When will MSFT stop getting 🍇 everyday? Lmao
$MSFT acting like Windows Vista
>Anyone watching MSFT? Thoughts? The sub is basically a Microsoft stock sub, people talk about it post about 10 times a day, anybody post for stock recommendations and it's always Microsoft is the answer. So probably not the best sub to ask this question
Can MSFT go green please
MSFT is 70% of my networth, having sleep for dinner and shitting 7 times per day, but not gonna sell shit
How far out do my MSFT calls have to be before I should just go over to bagholders over at value investing?
How long will I continue to fall for the analyst sentiment on MSFT???
Microsoft(MSFT) has proven to have great port fighting capabilities and equipment. Just ask our enemies(msft bols)!!! President 🥭
MSFT investment in OpenAI will pay dividends forever because MSFTophiles can just ChatGPT stock worship
You mean like france trying to ditch windows? Sure, that isn't bad. But MSFT doesn't even make that much on OS shit anymore. It's all about azure and cloud computing. And once a company locks into one infrastructure, they aren't going to leave. It just costs too much to rebuild all their shit to run on other hardware.
Maybe MSFT gang should just buy SNDK, WDC, STX, CIEN, MU?????
The last time MSFT broke below its 200 weekly moving average after a decade long bull run, it didn't meaningfully recover for another 13 years. Keep that in mind.
Google still innovates and is a good company. MSFT is dinosaur who is about to go extinct
Dude fuck goddamn MSFT. I've been so fucking pissed this week, watching MSFT just shit the bed day after day. I bought after the truce pop, as it had declined a bit for the day. And I was down like 4k by the next day. Now I'm down about 2k on this stupid fucking shit. How the fuck does a goddamn MAG7 stock that prints Azure money, go red this many fucking days in a row. I swear, MSFT has never strung together more than 2 green days, and those days were like .5%. Fucking SHIT DUDE.
I really, really want to go ballsdeep on MSFT calls but everytime I do that I am unfortunately reminded that microsoft does in fact suck
MSFT could only pump 3.7% from its lows while GOOG pumped 16%. MSFT also is still down 32% from ATHS while GOOG is now only 7%. Shit stock
With MSFT going tits up and my retirement in the toilet, I thought I'd apply for the job of cleaning them at Wal-Mart. Application denied. Apparently, they didn't like my idea of cleaning when they were occupied.
Epstein is not the reason why MSFT is down
Erm. AAPL, MSFT, META and GOOGL?
MSFT can stay irrational longer than I can skip dinner
MSFT heading to OTC markets
Bill Gates hasn't been part of MSFT for decades.
I picked MSFT over ORCL at the moment. But maybe in a month or after Microsoft bounces on earnings then move it over to ORCL to catch their bounce.
Please murder me if I buy one more long dated MSFT call
Corporate wants you to find the difference between the following: $MSFT 🐕💩
Since AMZN wants to play in the sun I guess it's time to buy MSFT
Counterpoint: MSFT has a (small) stake in Anthropic, and is utilizing their models now across their suite. They're in the process of rolling out co-pilot co-worker, but which is essentially a white labeled version of Claude co-worker. They also have a beta version of a new research agent that uses GPT models for research and then hands it off to Claude for review and critique. As MSFT integrates Anthropic tech & models into their own offerings, those offerings will become better positioned and more attractive within the ai space.
Sell then. People also thought MSFT was dying in 2010.
I’ve been nibbling, too. It really looks and feels like sector rotation back into chip stocks and maybe some energy speculation given the Iran war. A few days ago MSFT was really pulling back in a strong market day, which says a lot. I think consistent nibbling here is warranted
Point A of the triangle: NVDA, AMD Point B: CRWV, NBIS, IREN Point C: AMZN, META, MSFT, ORCL Havent seen an IREN deal in a while or AMZN. Maybe one comes next week or the week after.
Because MSFT is going down the drain, slowly then all at once. Have you used windows 11 lol
The quote is a goldmine of psychological triggers. Here is why it works so well as an example: 1. The "Revenge" Logic The phrase "Screw them" is a classic marker. The speaker has personified the stock and their loss. When someone treats a financial asset like a personal adversary they need to "beat," they have moved away from rational math and into the sunk cost trap. They are staying in the "fight" not because it's a good fight, but because they’ve already taken a punch. 2. The False Dichotomy The speaker says: "I either bought near the all-time high forever and ever or I’ll make good money in a couple years." • The Fallacy: This ignores the third, most rational option: “I made a mistake, I’ll take what’s left of my money, and put it into something that will grow faster than MSFT.” * The fallacy tricks the brain into thinking the only way to recover the lost value is through the same vehicle that lost it. 3. The "Double Down" Delusion The mention of using margin to double down is the sunk cost fallacy at its most dangerous. It’s the "Gambler’s Ruin" strategy—increasing the stakes of a losing bet to try and "speed up" the recovery of the original sunk cost. 4. Comparison to the Apple "Trauma" The speaker uses a past "miss" (Apple) to justify a current "hold" (MSFT). This is a great example of Outcome Bias. They think because selling Apple turned out "wrong" in hindsight, never selling MSFT must be "right." In reality, the two events are independent, but the sunk cost fallacy thrives on these kinds of emotional narratives. Summary for your purposes If you are using this to explain the concept to someone, it's a 10/10 example because it shows: • Emotional Attachment: "Screw them." • Refusal to Pivot: Choosing to wait "years" for a breakeven rather than seeking better returns elsewhere.lla • Escalation of Commitment: The urge to buy more (even on margin) just to justify the initial bad entry price. It perfectly illustrates that the person is no longer managing their money; they are managing their ego and their regret.
Not much you can do about unfortunate timing, unfortunately. Especially, as mentioned in other responses, when there's artificial volatility that has little to do with the market itself. FWIW, the bull spreads I buy are farther ITM than yours, so there's more room before they get into trouble. Like, if I were looking for a May MSFT spread, I'd be looking at something like the 345/350 for maybe $3.80 or so.
The big problem is Anthropic destroying future earnings for software companies like MSFT.
What’s driving SPY and QQQ off a cliff since 11:25 ? MSFT, NVDA charts are much flatter
I find it so funny how many of you have used MSFT's products and still somehow went long on the company
Dude I don't know whether to laugh or fucking cry at this MSFT bullshit. Other MAG7 stocks have RIPPED this week. And every. single. goddamn. day. MSFT has gone red. Sometimes deep red, sometimes kind of red. But red every fucking day. How in the fuck is this stupid MAG7 stock down 23% YTD, when the likes of GOOGL and AMZN are literally green for the year. What the fuck. And why am I balls fucking deep in this stupid POS stock. I tried to buy the dip and the fucking dip kept on fucking dipping.
>! MICROSOFT (MSFT) IS THE HOTTEST 🥵STOCK IN THE HOTTEST COUNTRY! EVER !< -Pres D. J. 🥭
Need him to shoutout MSFT next, do a solid for his friend Bill Gates for all his help covering up the pedophilia.
imo don't buy the IGV dip there's some trash in there just buy MSFT and PLTR
Someday MSFT will go up. It won’t be in our lifetime, but I believe.
yeah had to derisk a huge portion of my portfolio of any margin in case MSFT actually gets to 250 or lower whifch i would of been margin called. im thinking 200 is th ebottom
MMs know something about MSFT that we dont. I guess April 29 will be judgement day and the pos will finally crash to the 200s but i seriously think it will do that before earnings
Fr I’m considering selling my goog to buy MSFT, unique opportunity for sure
hate to say it, but if the s&p has a crash like it did a few weeks ago MSFT is headed below 300
One day we will find out wtf is happening on MSFT
I’m starting a new club - MSFT bag holder club Anyone wants to join?
MSFT is already preparing lmao
You should post it as a separate thread. Can't imagine all the hand-wringing that is inevitably going to happen from MSFT or US tech shareholders lmao.
But what if they bring back clippy? MSFT to 1000
So who here bought SaaS names at the top? Only stake I have is MSFT, but looking at the rest of SaaS this shit is pretty retarded.
Why is it when I take profits the stock climbs higher the day after (AVGO), but when I keep holding it keeps flat or low (MSFT)?
Microsoft Corporation (MSFT) has proven to have great AI and cloud solutions. Just ask our team of offshored labor!!! President MCK Now we wait.
MSFT shares are safe right guys, right? I'll be able to unload them one day right guys, right?
I think this can be a very good strategy. My own rule is that I don't want to invest in something I don't understand. I'm not buying stocks; I'm buying companies. If I don't feel like I have a deep understanding of the industry, I might as well just put it in an index fund. Like you, I've worked in the tech sector all my life. This is the world I live and breathe. So I understand the players and the market. There are very few sectors in the economy that I can say that about. My only critique is that I'd want to see you a little more diversified. I recognize that sometimes taking big risks means big rewards, making a $660K bet on GOOG or a $1.1M bet on MSFT is IMHO simply too much concentration for me. While it hasn't proved to be terminal for them--so far--every company might only be one step away from an SMCI situation.