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
So MSFT going to about 3 fiddy it looks like.
You honestly think that's why MSFT stock declined? Lmfao you can't be serious. The entire software sector has been seen a steep drawdown, and additionally the massive capex that these hyperscalers are spending on AI buildouts has spooked the markets. So of course Microsoft is part of that greater correction we are seeing across the sector. You are literally the first person I've heard try to draw some strained connection between Bill Gates in the Epstein files and Microsoft's stock price. Correlation does not equal causation.
I full ported MSFT today at $397.04. I believe within 5 months, it’ll go back to $480. Only bad thing is i check my portfolio 100 times per day and im super impatient
MSFT's multiple needs to be like half of what it is today. Azure will make money. Saas not so much especially with AI replacing white collar workers very soon and there go the SaaS subscription numbers. Is that worth paying 30 times forward PE for? Nope!
Lots of experts claim AI is a commodity. Meaning you get the compute you get the widely available expertise, and you get AI. Something like what Elon did with X AI. For that reason I am sort of excited about the discounts on companies like MSFT and META.
MSFT, NVDA, and any memory stock if you want tech. Energy and gold miners/metals are appealing as well imo
I’m hesitant on APLD due to its deals mostly coming from Core weave who is notorious for burning cash compared to IREN. Furthermore, NVDA just divested their holdings in APLD— that’s a no go for me. IREN and NBIS have very similar deals with MSFT which is funding both of those companies debt in order for their data centers to come online sooner. The deal is good for both as it allows them to have clear revenue visibility into 2026 and later years. Also with Iren being vertically integrated it actually saves more on expenses than the other data centers. 2024-2025 was the AI spend. 2026 is the result. Check out IRENS total capacity in their portfolio of data centers. ≈10% of their capacity is filled allowing for significant growth.
20% of my net worth in MSFT at $245.... should I average down now or wait?
Full port on MSFT puts, might end up jumping 20% on Monday because fuck me
Not currently holding AMZN besides index funds. Only big tech stocks I own is MSFT which I opened a position in when it dropped below $400, and SK hynix/samsung which I bought into in Dec 2024 and April 2024.
I'd have made a million dollars if I bought this instead of MSFT
Ultimately, core weave is just burning cash compared to IREN. NBIS & IREN both have similar deals with MSFT. But, I see IREN set to benefit the most due to their vertically integrated data center and reduced costs compared to the other data centers.
I agree with the first two points: while MSFT isn't my favorite stock overall, it is my favorite buy right now because the valuation is compelling and the capex is relatively modest They need to figure out how to diversify their main growth engine (Azure/Intelligent Cloud) away from OpenAI. I don't know how they are going to compete with Gemini having superior consumer-facing frontier models and distribution networks and Claude having much better enterprise/API-based models, all while cheaper open-source Chinese models have essentially eroded any performance advantage. There's essentially nowhere for them on the Pareto frontier.
Why is $MSFT down, I thought Copilot was king
MSFT keeps getting hit.
AMZN, GOOGL, and META rallying and then you have this POS MSFT going the opposite direction
banbet! MSFT 405 7d
MSFT you piece of shit. GOOGL managed 4% today
I had MSFT calls and SPX puts lmao
I’ve got $GOOG June calls also. Still holding. AMZN shares only. As to why, they’re very profitable and I believe undervalued. Nancy would probably disagree. To be fair, I made 6K a couple weeks ago on MSFT calls so I could very well be guilty of rinse and repeat. Works until it doesn’t!
Took a 7K bath (20ish%) on MSFT calls today. Didn’t expire until March but that’s my limit. Get back in if the tide changes. Deleveraging overall rn a little, even if I have to take a loss. Money best put elsewhere, like my mattress.
Buy MSFT and hold. Thank me later
Pressed the new Copilot button accidentally while trading MSFT, I totally get it my fellow regard.
MSFT eating glue in like the kid on the playing munching on RoseArt crayons
MSFT officially closing the week with the most oversold/lowest weekly RSI reading since 2006. The worst it's been including an entire market crash, crippling recession, 10% interest rates, 115 DXY, and negative earnings growth while the business is still growing.
Finally sold my MSFT calls today so it can finally pump. Thank me later.
I’m just glad I didn’t have more buying power on MSFT
sellinh MSFT for the sake of my mental health shits awful fucking trash
Reddit never learns. 1-2 years from today I guarantee reddit will be singing songs about why everyone should own MSFT.
if you have $1000 lying around, don't invest it in MSFT.
MSFT can you do something? I only have myself to blame
Seriously why is MSFT getting cucked so fucking bad when none of the others are
If the question is: is microsoft a growth company? I would say no. This is based on a few things, including its age. And AI: I also think microsoft will be pulled back by the debt of its AI expenses. I think its actually possible AI will end a few big tech companies: the expense will weaken them, the specific company wont excel with AI, the company will founder, merge or die off. Similar to IBM and microsoft took over. I own quite a bit of MSFT, but I wont look at it for growth. And may sell if its PE gets bad.
MSFT is the shittiest play of the day except for the theta bois
Phil Spencer out as MSFT's gaming CEO
MSFT has been a buy for a month and yet is still dropping.
MSFT is a piece of shit holy fuck can it be more trash like just head down to 350 u worthlkess shit
MSFT owns a huge chunk of OpenAI. They are going to hell, and that's gonna hurt.
It’s at a good price where people that don’t have MSFT would love to start a position, but the people that already have a MSFT position would have to hold Unless you find a better opportunity somewhere else. The question is if MSFT recovers say in a year, would you have been better off in another investment? That’s your decision to make.
I'm here everyday for comments about MSFT
For those wondering why MSFT is red when everything else is deep green. Investors have lost faith MSFT is ever gonna beat GOOG or the other big tech boys in the AI war since MSFT is still reliant on a outdated ChatGPT for their AI needs.
You can always count on MSFT shitting the bed
MSFT at P/E 25 isn’t cheap, but it’s reasonable for a tech leader. Calls could work, but risk/reward depends on how much upside you expect by mid-year.
There’s absolutely no reason to believe MSFT will hit above $410 at all this year FYI
SPY up +0.6% MSFT is red. I've given up man
Sold my calls, MSFT can pump now.
yoloed calls on MSFT again at that bottom support.
MSFT so shit cant even hold $400.
The amount of reddit pessimism I see on MSFT here makes me glad I bought leaps on it. Thanks guys. Saw it for Meta and made big too.
I´m more bullish on amazon and meta at current valuation. MSFT is at fair value imo, neither undervalued or overvalued.
MSFT getting punished for stopping their support of Windows XP
If you missed the first -25% crash on MSFT this is your chance to get in on the next 25% crash
The Software sector at large is the most 'unfavored' sector by a significant margin, currently. It's not just MSFT....CRM, ADBE, INTU, NOW just to name a few are SCREAMING buys right now. Their forward P/Es are ludicrously low. And yes, I know we're calling MSFT an AI stock in here; fine. But it's a software company still with heavy exposure to AI. I bought on the dip and will continue buying below $400. These are insane valuations. Buying or holding other software names now. This is how you do it....find sectors that are beaten down and offering discount sale prices; clearance sale prices and load up. Nothing is more out of vogue right now than Software. In fact, there's a large gap between it and Gaming.
MSFT went green for 2 minutes!!!
The same shit happened last year with AMD when it went down to 80 or whatever. Everyone knew how stupid it was but they just kept dumping it. Then suddenly it was the best stock ever. One day they'll decide MSFT is one of the best stocks ever again.
MSFT must be the gayest stock after CVNA
MSFT destroyed the entire call wall on both sides. Now retails dead and it will bounce next week
The OpenAI stake is exactly why I won’t buy MSFT.
I think someone literally went to ChatGPT and said 'I want to pump MSFT. What do I say'
$MSFT is a piece of junk
If you're tired of getting your back blown out on puts just short MSFT every day of the week
MSFT, the only stock i full ported, and the only MAG7 stock thats red today. What a piece of shit
MSFT: "y'all got any more of that free money?"
There is nothing that can make MSFT green
As a MSFT employee, please pump this stock.
Sold my MSFT calls when MSFT was green cuz I knew it was a bitch.
Fuck it sold my MSFT calls for an extra 550. 2k to 10k since YTD now 🔥🔥
1 yr returns $MSFT - (4.23)% $AMZN -(5.55)% $T + 6.79% $CAT +118.12% $DE + 33.46% $WMT + 25.32% Forget Amazon and Microsoft outperforming WalMart, CAT, and Deere. Reddit's faves can't even outperform AT&T.
Come on 690, even MSFT is green now
MSFT is walking the day with its micropenis
Ah ok. MSFT is going to fuck around then pump after hours
You know shit is fuked when MSFT is up
Why is MSFT not playing along with GOOG and AMZN
MSFT fighting to stay green on a massive Green Day. Smh
You know bears are completely fucked when even MSFT is green
Ok, objectively, I hate this market. But I’d love if it ends 7000 and MSFT ends 300
All I’m asking is for 100% gain MSFT
MSFT calls about to print
MSFT better be at 400 by End of day
I feel like MSFT has got to be the worst stock I have bought calls for.
Dude MSFT for the love of god dude MOVE UP. FUCK
Not saying goodbye to MSFT is very disrespectful and shows no compassion towards a dying man
Betting MSFT goes back to $450.
I want to punch MSFT in the balls
it’s pretty remarkable honestly that MSFT has been completely flat for the last 9 days
MSFT may never be green again
How my fellow MSFT bulls doing
MSFT is like my ex. Fucks me in my ass AND takes my money :(
I want to thank all MSFT engineers for their hard work. Unfortunately it wasn’t enough
MSFT has to be a buy here right? Right?
MSFT with that elevators down in the last 5-10 mins