MSFT

heidieliisa

I got MSFT with the longest possible expiry (2027 something), it still has good prospects but has gone down quite a bit recently so I thought it's a good LEAPS candidate when everything else is all time high.

Mefreh

When I joined Robinhood my free share was MSFT. I eventually sold it to play options. Zero’d out lel.

nobertan

Their core platforms print money, that about it **TL;DR**- Meta is still a safe enough hold, but if you want to change it up and roll the dice, head over to Google for a infinitely better multi-pronged attack in the Ai space. **main body of rambling** But their new product development is poor:- 1) rayban displays : predicting failure if they ever reveal builders 2) ai models - ***zero*** retail customer traction or business customer traction Number 2 is most worrying. They can definitely use the Ai inference to build new internal tools to improve their main revenue source, but I think the leadership is spending capex & opex like they’re going to be Ai infrastructure, with no indication of such (unlike Google & MSFT’s Azure) In my opinion (basically worthless, as it’s ‘vibes’ based — but anyway…) At each of their P/E levels (META / GOOG / MSFT), Goog has the biggest potential upside from their pricing for growth. At 30:1 for Meta and Google, it’s a *mild* ‘SELL’ for Meta, but a ‘BUY’ for Google. 35:1 for MSFT is a ‘HOLD’. This is based on what they’re currently generating revenue on and what they ‘might’: META: Meta’s reasonably achievable future growth is basically turning the crank on existing revenue streams; which are VERY ROBUST revenue streams mind you. GOOG: has the largest opportunities in productive Ai (*either inference for businesses, or products for retail — AND potential competition in the TPU space with nvidia. MSFT: has Azure business ***already*** cooking. Meta is spending like they’re competing for business with Goog and MSFT, but they’re absolutely not, and Zuck is behaving like a child CEO like it’s 2010 again. The better internal inference will definitely net value for them, but given where else you can put your money…

Sandvicheater

MSFT everybody been shitting on it every since the AI they use by Sam Altman turned out to be a distant shitty 2nd AI compared to GOOG so MSFT is pumping billions into their own in house AI free of Sam Altman's bullshit.

2QuarterDollar

MSFT out of sight out of mind lol

Moepenmoes

MSFT They literally have a monopoly position in software/system integration for decades already, no competition yet and no competition in sight. Even if a new competitor appears some day, Microsoft is so much ahead that it would take decades to even just catch up with them. Literally everything digital on the entire planet relies on them in one way or another. They don't even need AI to remain profitable, their cloud profits will carry them for many years to come, AI is just extra profit for them, but not in any way a risk for them. Their existence is almost a necessary staple product like water, bread and electricity. Maybe not as exciting as GOOG or RKLB, but pretty much a guaranteed growth beating SPY YoY. They're almost such a safe heaven that I'd blindly put in all my savings into them without checking it more than once a year.

Sick0h

You could’ve held TSLA/AAPL/MSFT/META/AMZN for a year and had some returns, or held SLV for 3 days and came out ahead of all of them.

Prudent-Corgi3793

Dude, stop buying puts on TSLA for your own good. We all know it's 5-10x overvalued using a FCF or EPS model, but it genuinely does not trade on fundamentals. When people say it trades as a meme stock, to be more precise, it trades on short-term options activity and the subsequent price action that results when market makers (who buy or sell options) need to buy or sell the underlying to cover up their underlying. Consider TSLA vs. MSFT and BRK.B. I chose these because they are also two megacaps in the trillion dollar club and because they have similar prices per stock, meaning that the value of each options contract will be similar. Now look at how much difference there is between the option volume for the 0DTE: |Underlying|Current Price|Call Volume|Put Volume| |:-|:-|:-|:-| |[TSLA](https://optioncharts.io/options/tsla)|480.09|831,847|542,274| |[MSFT](https://optioncharts.io/options/msft)|487.47|30,369|13,214| |[BRK.B](https://optioncharts.io/options/brkb)|498.20|1,652|1,228| TSLA has nearly 30 times the 0DTE call volume of MSFT and more than 500 times the 0DTE call volume of BRK.B. Those stocks trade on expectations of future earnings, TSLA trades on arbitrage and hedging. You might think you're smarter than an army of apes, but they're going to rip your arms off until enough of them leave.

hermeskino715

Had the option to get TSLA or MSFT puts...I took MSFT :sadpepe:

jauch888888

I agree that diversification across dominant players makes sense. My only pushback is where diversification turns into over-dispersion. Yes, the percentage return can end up looking similar on paper, but the dollar outcome often isn’t. Example: $5k in NVDA and it does +100%, $10k (+$5k) $1k each in NVDA, GOOG, AMZN, META, MSFT NVDA +100%, others +50% Average return looks fine (+ -60%) Final value ≈ $8k (+$3k) Same ballpark % return, very different dollars. Given how correlated these mega-caps already are, spreading too much doesn’t reduce risk as much as people think, it mostly dilutes the upside of the true winner. At that point, you’re halfway indexing, just with more complexity. My 2 cents

RaisingQQ77preFlop

I get it, I do but those comments where it is reccomended are probably where this information or awareness should be raised. or in a post about it itself. Too often things get excused because there's this sense that the person raising the very relevant and valid ethical concerns are somehow not reliable or are being hysterical because there are other terrible things that they didnt mention. I think it normalizes acceptance personally. Im sorry I just hate to see these things minimized, but truly Fuck MBS AND fuck MSFT

udp_pinger

Both are bad. I know my tone sounds annoying is partly because every other post on this sub recommends MSFT and no one seems to care

Hopeful-Blacksmith38

JPM Apple META Amazon Crowdstrike MSFT AMD NVIDIA Sorry, total of 8. All bought years ago.

No-Doctor9742

DNUT buy MSFT, buy PLTR & DNUT, preferably when the market OPENs.

darkoath

$MSFT > $600

Ok-Proposal6598

For having started in June, you're doing very well. Clearly, PLTR and NVDA have significantly boosted your portfolio; both have had an incredible year. The good: BRK.B as a value anchor is smart. Buffett isn't going to make you rich overnight, but he's not going to ruin you either. XLV gives you defensive exposure to healthcare. When tech falls, this will cushion the blow somewhat. The big tech companies (GOOGL, MSFT) are quality companies with real moats. Observations: PLTR at 23% is a lot of concentration in a stock that can move 10% in a day. It's risen like crazy, but it could also correct sharply. Consider not adding more for now and let your other positions grow. QQQ has much of what you already own (NVDA, GOOGL, MSFT). It's somewhat redundant, but not terrible. Your actual exposure to tech is probably 70%+ of your portfolio. It works when tech is rising, but it hurts when it corrects. What's missing: something international. Everything is US-based. Overall you're doing well, just be careful not to keep focusing on PLTR.

Resident-Tumbleweed9

100% of my portflio is in MSFT calls LMAO, one of us will win, mine are DEC 2026 though, hoping for a breakout of 493.

udp_pinger

Fuck MBS and question here mr ethical, why no one talk about what MSFT did here ? https://www.theguardian.com/world/2025/aug/06/microsoft-israeli-military-palestinian-phone-calls-cloud

Designer_Advice_6304

MSFT

Academic_Lock_1699

HXGBY, releasing their robot AEON, promising on expos so far, partnered with NVDA & MSFT, strong core business, low volatility

ThisIsTDot

MSFT ol' reliable

antattack

$MSFT

Sugamaballz69

5-15% total. I never put any more than 5% in any 1 [speculative/gamble] stock though, usually much less than that. I have 5% of my port in MSFT. Gamble stocks is usually <1% each

steffur

100% of my portfolio is MSFT puts so I'll be nervously checking the charts tomorrow as I have been for the last couple weeks.

Whythehellnot_wecan

All in Meta and MSFT this year. We’ll see.

Boston-Bets

Found a stock WMIH/COOP that was deeply undervalued, but would take TIME to unlock all the value. Held it for 5+ yrs, unlike folks trying to get rich quick with DTE Options. Ask the folks that bought NVDA or GOOGL or MSFT or META in 2002.... Options should only be 5-10% of your Port, and no more than 2% total Port bet, IF you want to not (eventually) lose it all. The "house" (Options writers) always wins....

randomsuit

Yeah, 50k accidentally in NVDA. Cool story. What about other 50ks gambled into TSLA, MSFT and 10 other tickers. Dont want to mention that?

jaajaajaa6

Riding the same sectors I had in 2025. Focus on select defense stocks( RTX, HII,, Ktos) cyber ( CRWD, Panw via cybr) tech (MSFT, google, Pltr,), financials(ms, hood, abl) and some cutting edge biotech stocks(CAI, ntra). Very rewarding 2025 up 30 to almost 50% in my accounts.

Academic_Lock_1699

Reposting my top three: HXGBY: partnered with MSFT, NVDA, releasing their robot AEON 2026, good performance of it on expos,  completely under the radar right now and cheap  RKLB: space infrastructure = megatrend, moat is goat SOFI: strong setup, solid CEO, more revenue and customers incoming

Academic_Lock_1699

HXGBY: partnered with MSFT, NVDA, releasing their robot AEON 2026, good performance of it on expos,  completely under the radar right now and cheap  RKLB: space infrastructure = megatrend, moat is goat SOFI: strong setup, solid CEO, more revenue and customers incoming

Academic_Lock_1699

HXGBY: partnered with MSFT, NVDA, releasing their robot AEON 2026, gpod performance of it on expos) RKLB: space infrastructure = megatrend, moat is goat SOFI: strong setup, solid CEO, more revenue and customers incoming

kal14144

If I can touch my pp MSFT can touch 500

Resident-Tumbleweed9

Can MSFT touch 500 by new years?

Key_Variety_6287

Not taking valuations into consideration: MSFT and TSM. The benefit with MSFT is the the earnings are not as cyclical as with TSM

Prudent-Corgi3793

These are all good. IMO, you should own a little bit of each: |Stock|Valuation|Upside|Safety| |:-|:-|:-|:-| |META|★★★★|★★★★|★★★| |MSFT|★★★|★★★|★★★★| |GOOG|★★★|★★★★|★★★★| |TSM|★★★★|★★★★|★★★|

No-Ostrich1331

1. MSFT – Safest long-term hold. AI everywhere, enterprise lock-in, prints cash. Hard to mess this up. 2. GOOGL – Best value right now. Search + YouTube still dominate, AI fears are overblown, cloud upside. 3. META – Cash machine. Ads are insanely profitable, buybacks help, but more cyclical risk. 4. TSM – Amazing company, but geopolitics + heavy capex keep a lid on valuation. Bottom line: MSFT for stability, GOOGL for value, META for growth with risk, TSM for infrastructure exposure.

chaosandcomplexity

Implying that the worst case scenario for NVDA is that GPUs are rendered unnecessary is ridiculous. Won't happen. And even if it does, that shift will come over time, meaning that any business that will potentially be affected by the change will have ample opportunity to change as well. Not to mention the fact that GOOG, AMZN, and MSFT are in different businesses than NVDA. They overlap and depend on one another to some degree, but they're different businesses.

Initial_Ad_9250

MSFT puts . Someone at the top wants to port everything to Rust with AI . Thats two strikes .

ItalianStallion9069

Is no one going to talk about the fact that AMZN (by a LOT), META and MSFT didnt even beat the market lmao

CanYouPleaseChill

Have you considered that AMZN was overvalued several years ago? When MSFT went nowhere for over a decade following the Dot Com bubble, was it Ballmer's fault? Of course it wasn't. It was the fault of investors who bid the stock up to an illogical price.

Fibocrypto

We all have to manage our money according to our own risk profile as well as our own investing style. The SP 500 ETF ( SPY ) is up 17.80 % YTD. Depending on an individual's investment portfolio they could have done better or worse than the SP 500. MSFT is up 15.78 % YTD and it is also flat to down over the past 6 months. I'm not judging Microsoft, I'm pointing out that the market requires individuals to manage their investments accordingly . I could point to the oil sector or I could point towards an individual stock and show that Time in the Market does not always work out. The SP 500 is basically a well managed portfolio yet not everyone manages their portfolio the same and not everyone rebalances their portfolio periodically. The SP 500 as well as the other indexes do get rebalanced periodically. The point is that there are times when adjusting a portfolio is prudent. Berkshire Hathaway is an example of a portfolio shifting to cash and bonds versus the stock holdings they held prior.

Physical-Broccoli-36

I got calls for Amazon, Nvidia, Google, Palantir, NBIS, MSTR, MSFT, Apple. At least one should pop on Friday (3-5%)? But I need Nvidia to pop especially

Far-Requirement9180

MSFT, META and AMZN what a fucking piece of shit lol

TimAppleBurner

Asking Santa for MSFT 500 by 12/31/2025

Agitated_Product_404

Neoclouds are my least favorite AI play, loaded the gills with debt, and when supply finally gets close to demand on AI compute the first stock to drop is Neoclouds. META, MSFT, etc who are all building out their own compute will see their AI revenue last longer than these pure compute plays

Resident-Tumbleweed9

MSFT go up plz

Money_Term8366

MSFT using AI to replace all C code with Rust is actually the most fucking insane thing I’ve heard today wtf

Resident-Tumbleweed9

MSFT pumping nice

INT_MIN

I think we’re starting to see AI models plateau, with diminishing returns noticeable to users. The companies that can scale and deliver AI infrastructure efficiently are the ones likely to see the most upside. GOOG and MSFT just seem like more fragile bets. They're in a zero sum model research arms race that spooks me. GOOG in particular is highly dependent on their models being best in class to protect their core business. And if history tells me anything it's that software will converge quickly. I could be wrong, but I'm just hesitant enough to not want to put my money there. AMZN on the other hand is positioned well on the infra side as a marketplace that offers a broad selection of chips and models and will benefit no matter who wins that race.

iMakeGOODinvestmemts

$Amzn To $250 I make $70k Profit. 40k into $RDDT calls. 10k into $RKLB puts. 10k on $MSFT leaps 10k on a holiday. Come back with another 100k profit :) TO FUCKIN EASY

INT_MIN

Yeah, I think we see models plateauing with diminishing returns to users and the companies that can keep up with demand for AI infra see the most upward movement. GOOG and MSFT just seem like more fragile bets. They're in a zero sum model research arms race that spooks me. GOOG in particular is highly dependent on their models being best in class to protect their core business. If history tells me anything it's that software will converge quickly. AMZN on the other hand is better positioned on the infra side as a marketplace that offers a broad selection of chips and models and will benefit no matter who wins that race.

Sugamaballz69

“Value” “growth” “momentum” etc. keywords for ETFs are mostly marketing. You are not going to harvest more growth by choosing these funds, especially passively. The only one of these that has somewhat of a standing is value but you are not going to get that from a passive index, i can assure you. Its just marketing. I’d get rid of VOOG, VBR, XLV (don’t see the point in having 5% of this as VOO is already like 10% healthcare) Personally I would get rid of all crypto, has 0 inherent value. But i am also aware this is a touchy subject. 10% is still too much to put into a single purely speculative asset regardless of my personal beliefs on it. I usually allocate around 10% total towards speculative, and of that, no single speculative stock can take up more than 5%.  I’m surprised you dont hold any GOOGL or MSFT, and a heavy weighting into nuclear. Little odd but now im just nitpicking. You need to be past conviction to be fully settled. No worries though, these things take time until you reach that. At that point, you’ll most likely no longer be on reddit or at least no longer posting about your positions. Conviction in a portfolio usually doesn't ask what strangers think about it. I know thats harsh but its the reality

cbusoh66

Mag7 performance YTD: • ⁠GOOG: +66% • ⁠NVDA: +41% • ⁠TSLA: +20% • ⁠**SPY: +17%** • ⁠MSFT: +16% • ⁠META: +14% • ⁠AAPL: +9% • ⁠AMZN: +6%

Mattdezenaamisgekoze

Sold 11 shares of MSFT at $477 and bought more RKLB at $26 in June. Quite happy with that

MarginCuck

I bought MSFT calls end of day, IV of 13% 😭 grandpa stock has to blow eventually.

iMakeGOODinvestmemts

I went deep on AMAZON 3800 SHARES $MSFT CALLS AND SHARES 700 ADDED MAKE ME PRINT $AMZN TO $260

iMakeGOODinvestmemts

I just went long $MSFT with 700 shares 😅😅😅 Seemed to cheap. Now 3800 $AMZN 1020 $RDDT Make me PRINT

Ozqi

MSFT is a dead company

outsideofaustin

Yes - but at the same time, MSFT and GOOG are making money because people are buying their products. Money being spent on ads, software licenses, games and cloud services. If the economy is weak, then we'd see a pullback in revenue/earnings too.

The_Albertino

MSFT is alive calls still dead

The_Albertino

MSFT contracts are so bad, I need to stop buying these. We’re down 50 cents and it lost a full delta in 20m

wegster

I had some oracle stock I bought around 20 years ago and just left it alone. Wasn't much, but something like 670% return on it. I just dumped it. I'll preface it with I don't often dig deep into financials, and am mostly in ETFs, but I've worked in tech for some time. Oracle and HP have both 'chased cloud' including when I worked at one of them, but few really bite (versus Azure, AWS, and Google Cloud, generally in that order of adoption). Literally I can see a new piece of software and call out - this must be an Oracle product, because it's unintuitive and awful, unless it was an acquisition. Kudos to Larry for keeping the money flowing and the company alive all this time, but I inherently feel they are still trying to find a post-oracle-db (which in itself is kind of a mess, also IMO) 'thing' to latch onto. It's not surprising they 'teamed up' with OpenAI as I keep watching them just trying to remain relevant. To me, they feel like IBM - used to be a pretty amazing company, but now, would I bet the farm/house/future on them? Hell no. If we look across their domains, I just don't see it. Yes, they still have some amount of oracle DB activity - most likely the same groups of companies that were continuing purchase IBM mainframes, e.g. some financial and big industries it's just too painful to move off of. Meanwhile, a good number of others have moved on. ERP and CRM - Their ERP offerings are awful. Someone is still buying them, but they're pitiful and a huge PITA for the users and for customization. CRM - sorry, salesforce and others eat their lunch. Cloud - already covered. a perpetual 'chaser' vs the big guys IMO. They have bought some companies, I think in healthcare and retail - don't know if they're big enough to keep much of the rest of the company afloat. They also have some stuff in the utility sector, but they're far from a market leader there either. Yeah, they sadly bought Sun way back and now own Java. I'm sure there's some amount of revenue there, but doubt it's all that much for a company of their size. Note they aren't trying to compete on the LLM/large AI model front, which is probably better for them as I don't think they'd hold up to Google or others working in the space, so what do they do - offer hosting and such to still claim 'look, AI!' and try to ride another wave to relevance, and does some integration into some of their generally crappy products. I had to evaluate an enterprise Oracle product for a specific purpose a few years back. Starting out at around 20+ possibles, I built out a pretty comprehensive evaluation plan and 'scorecard' versus weighted scenarios/plans we needed to solve for. At the end, there were 4-5 left and I kept Oracle in the running, mostly because 'older management' wanted them there. Numerous engagements with deep dives with all of them. Oracle talked a good game, and pretended they had some 'special sauce' akin to domain specific 'AI.' Without too many details, let's just say within 5 minutes I had the product massively embarrassing itself. The Oracle offering was dated and seriously outclassed by the others in the final rounds. We did not purchase the Oracle offering - with good reasons. TLDR: Dump it into index funds and be done, unless NVDA, GOOGL, or MSFT have big dips. Or roll the dice; whatever. ;)

Stop_The_Rain

every $ level is a battleground with MSFT... WTF!

Three_of_a_kind3515

So.. with wind projects and solar projects no longer subsidized by government.. I would say nuclear is the only way to invest in energy going forward… oil.. 🤷‍♂️ I like CCJ plutonium maker and CEG with contracts with MSFT for three mile island to be reopened.. plus a billion dollar loan.. from the government.

ai-moderator

#TLDR --- Ticker: MSFT Direction: Up Prognosis: Buy $450 Calls Masayoshi Son: "Shut up and take my money"

ALPHAtradingpro

I like AMZN META MSFT but all depends January 2026 if market can keep holding these highs

burnertaintlol

I'm not an analyst, and honestly don't care about the numbers of this deal. Netflix is one of the few companies that my strategy would just be to load up on if I had any extra cash. There's always rotating bad narratives on various MAG7 stocks and the core ones always come back hard and print money. GOOG APPL MSFT AMZN NFLX Netflix has great management and is a great product. Young people basically only care about YouTube Premium and Netflix. They keep adding more and more things that give them pricing power. Amazon is the biggest subscription everyone has, right? Netflix has nearly double the subscribers as Amazon. And maybe that's the problem as they don't have as much room to grow at the same rate subscriber wise. Maybe not a great deal, maybe not a great stock for years even. But no way am I betting against Netflix long term....they now forever own libraries like DC Comics, Batman, Lord of the Rings, Harry Potter, and so many WB movies and TV shows they have in various libraries they own. The entire HBO library/Max streaming platform. On top of all that, they'll get to make the money from theater releases. Netflix is going to have that pricing power locked in forever. I'd be buying the dip if I were a long term investor. But I'm also regarded.

iMakeGOODinvestmemts

SELL $MSFT BUY $META X $AMZN $HII for ship building is the next big theme.

svmmerkid

I invested some money in personal brokerage when I was in college. Individual stocks that did quite well- $35k in NVDA up 800%, MSFT/AAPL/GOOGL $10k each up 115%. I plan on selling $20k in NVDA to help fund a down payment on a condo, the rest coming from HYSA (will still have 6 months emergency leftover). Does it make sense to sell even more shares (probably a mixture of what I own) so that I can max a Roth IRA in 2026, which my budget otherwise wouldn't fit?

SuspiciousSpyderman

Nice little pump for UBER and ORLY today. Sadly MSFT didnt follow

Satoshinakamoto99

I bought META, AVGO, AMD, MSFT during then recent dip last few weeks. Still holding spy and continue to DCA into it

Satoshinakamoto99

April, 2025 Bought 300k worth of NVDA, GOOGL, MSFT, AMZN, SPY, QQQ November 2025 Sold all my GOOGL($53k gain), most of NVDA(28k gain with 10k left unrealized), AMZN(13k gain), MSFT(16k gain), and QQQ(12k gain). Roughly $122k realized gains and I paid about 24k in estimated taxes

movdqa

It sounds like enterprises are trying to see if it makes financial sense and that it may require a lot of employee training to make better use of it. The growth of the services is definitely there as the cloud companies are buying hardware. The question is if enterprises are paying for the services. And there's this: # Microsoft denies report of lowering targets for AI software sales growth *Dec 3 (Reuters) - Microsoft on Wednesday denied a report from The Information that multiple divisions at the company lowered sales growth targets for certain artificial intelligence products after several sales staff missed their goals in the fiscal year that ended in June.* *The source-based report cited two salespeople in the Azure cloud-computing unit, which is closely watched by investors as it is the main beneficiary of Microsoft's* [*(MSFT.O)*](https://www.reuters.com/markets/companies/MSFT.O)[*, opens new tab*](https://www.reuters.com/markets/companies/MSFT.O) *AI push.* *An* [*MIT study*](https://www.reuters.com/business/retail-consumer/big-tech-report-earnings-under-specter-ai-bubble-2025-10-27/) *from earlier this year had found that only about 5% of AI projects advance beyond the pilot stage.* *The Information report said Carlyle Group* [*(CG.O)*](https://www.reuters.com/markets/companies/CG.O)[*, opens new tab*](https://www.reuters.com/markets/companies/CG.O) *last year started using Copilot Studio to automate tasks such as meeting summaries and financial models, but cut its spending on the product after flagging Microsoft about its struggles to get the software to reliably pull data from other* [https://www.reuters.com/technology/microsoft-lowers-ai-software-sales-quota-customers-resist-new-products-2025-12-03/](https://www.reuters.com/technology/microsoft-lowers-ai-software-sales-quota-customers-resist-new-products-2025-12-03/) I have a fairly new Co-Pilot laptop and I played around with it and determined that I didn't have any reason to use it. And I haven't found anyone that's provided a good reason why I need it. Apple doesn't have an AI strategy. And I don't think that it's hurting them in sales at all. AI has been the buzzword but does having something in silicon on your device help at all? I'm sure that there's a tiny number of people that may be able to make use of it but I don't think that anyone cares if their laptop is AI enabled unless you're working on LLMs on your laptop and then there are specific specs and hardware that you want.

Stop_The_Rain

How dull is MSFT!

Samjabr

The joke was about MSFT price action. But good to know you were triggered :P

Samjabr

The year is 2040, Musks robot army enforces order, Drunk flying is the #1 cause of death in the US, and MSFT still trades around $480

justaddcatalyst

AMZN is all Chinese sellers. Also, 🥭 hates Jeff. So much, he gave a govt cloud contract to MSFT over AMZN and even MSFT was shocked they got it.

Stop_The_Rain

FFS MSFT.... its only 485!!!!!!

SoSeaOhPath

Google is definitely a competitor, but that does not mean OpenAI should be valued as $0 as you claimed. OpenAI gives 20% of all *revenue* to MSFT. So it does not matter if OpenAI is profitable or not, MSFT still gets paid.

GreedyTexas

ORCL, MU, and MSFT calls expiring in February should print. Happy holidays yalls see yall in Jan

Icommandyou

NFLX MSFT just go up for a change

Stop_The_Rain

For the love of God why is MSFT stuck at 485?

Vivid_Astronaut4665

Useless ass MSFT

impeccvble

The only stocks that really screwed me today are META MSFT and IREN, I hope mfer ceos get coal and an explosive diarrhea from Santa this Christmas

JayArlington

Yes… earnings reports would look better if companies could post huge revenue increases without corresponding CapEx investment. MSFT is the bellweather here. For the entirety of 2024 MSFT kept talking about being meaningfully undersupplied in infrastructure relative to demand. A full year later and Azure is posting 39% YoY growth.

The_Albertino

I know I’m gonna regret the choppy movement but I got MSFT calls

Proof-Necessary-5201

>The moat is their brand. Google has a stronger more recognizable brand, is actually hugely profitable and has a lot of products AI can go into, mainly Android. Google also has its own TPUs (that it will sell to Meta), meaning that it doesn't fully rely on Nvidia, and has its own cloud. And let's not forget that it's Google that invented the transformer architecture that is driving all this frenzy. OpenAI had the first mover's advantage but everyone is caught up now. >Also MSFT has already paid back their initial $13 billion investment many times over. How?! From where? >The investment was not $13 billion in cash, it was $13 billion worth of azure compute to help train the chat models. Azure compute that could have been sold to someone else and that Microsoft pays for. >In exchange, MSFT has a *revenue* sharing model where they take money right off the top line of OpenAI. Yeah, but OpenAI isn't profitable and won't be for a long time. I read they burn a crazy amount of cash everyday, I think around $15M and they lost $13.5B in 2025.

SoSeaOhPath

The moat is their brand. Same with most consumer products. My wife was watching some realty show and the people literally just talk to chatGPT all day. “Hey chat, blah blah blah” They reportedly have something like 800 million weekly users. That’s not a technology moat, but it is a brand recognition moat. They are the Kleenex of consumer chatbots. Also MSFT has already paid back their initial $13 billion investment many times over. The investment was not $13 billion in cash, it was $13 billion worth of azure compute to help train the chat models. In exchange, MSFT has a *revenue* sharing model where they take money right off the top line of OpenAI. In addition to that, OpenAI was and still is spending real cash on additional Azure compute credits.

thegoldenfinn

Dan Ives says MSFT to the moon in 2026.

Adept_Mountain9532

why not adding Googl and MSFT?

Adept_Mountain9532

yes PG offers better protection but less reward potential. MSFT is offering a nice growth outlook but you will be exposed to high valuation in the tech industry. Splitting according to your conviction would be a good decision.

Adept_Mountain9532

i will buy: GOOGL MSFT ASML MONGO KINETIK

Superandrewable_

MSFT Rugpull?

milanster

MSFT. Double bottoming on the 200 plus great earnings last quarter

iMakeGOODinvestmemts

Good buying levels IN 2026 $GOOGL $170 $PLTR $20 $AMZN $90 META $140 $RKLB $8 $MSFT $100 $NVDA $30

iMakeGOODinvestmemts

Amazon needs a new ceo. Make it indian They know what they doing $GOOGL $MSFT $SNOW $PANW

LargeSinkholesInNYC

I wouldn't recommend any of them. These stocks are the safest and are most likely to outperform the market: NVDA, AMZN, GOOGL, MSFT, AVGO, HOOD, PWR, VST, 000660.KS, 005930.KS

eggfriedbacon

Wild to me people place all of their money on companies like this. If I ever decide to park money on stocks it’ll be on a boring ticker like AAPL or MSFT. 

Laureles2

I'm not invested in your particular stocks, but I tend to keep 15% of dry powder and start going in with longer term leaders whose leadership I like when down 20%, and really in if down more than that. I've done is several times with AAPL / MSFT / GOOG, most recently with UNH around $270-$280 (will see how it works out).

nobertan

Amazon, MSFT, and Google are basically online infrastructure at this point.