MSFT

Think_Reporter_8179

MSFT is a no brainer.

Math2J

I'm holding on MSFT for like 4 or 5 years. It's too big to fail, has lots of different income and has enourmous market share in many place. It's as safe as it can be without beeing a time deposit.

tie-dye_elephant

Countries that are not the US are moving away from American software. Unless MSFT figures out new products and services or jacks up the price on existing services, it's not a matter of if, but when they'll shrink.

Hungry-Brain-3287

MSFT is going to be trading at $600 before it hits $200. You'll be alright.

log1ck1717

MSFT please go back to 400, I won't ask for more this year.

Big-Quote4483

Lols theres no words to describe the fuckign anger i have towards that fuckign MSFT pos. it ruined me both finanacially and mentally. like i know this shit is gonna go to 200 soon but im just coping rn

sir_dreads

MSFT take me to the motherland

EconomyJust4589

why is MSFT lumped in with this trash

Big-Quote4483

its not even funny how bad MSFT ruined me financially

csr8765

Wake up, short MSFT, day complete

COBRA_DROGO

Can you sell MSFT so others can profit?

COBRA_DROGO

MSFT gonna dump at open isn’t it

Kickboy21

I sold NBIS, NFLX, META near the bottom right before they ripped. Im now holding MSFT but not making the same mistake which means it will be flat for months

Commercial_Seat_3704

Another red day incoming for MSFT

polymanAI

$370-380 call debit spread with MSFT at $374.50 and 10 days to expiry - you need MSFT to close above $380 to max profit. Right now you're between the strikes which means you have intrinsic value on the long leg but you're paying for theta decay daily. If MSFT stays flat at $374.50, you'll make some money but not max. The risk is a sudden drop below $370 where both legs expire worthless. Consider closing at 50% profit if you get there before expiry.

socrates4eva

I’m buying the MSFT dip since I didn’t own it before

trsx5

I’m ready to dump MSFT. So that means it will rocket as soon as i do. Just like CRWV

wenxuan2

Market almost opening which means those MSFT tards are going to spam this thread with them crying after buying those stocks "MSFT POS" "MSFT IS A SHIT STOCK" .they dont know what is a sell button to get rid of a stock

EscapeHistorical178

had dream i bought 2 shares of MSFT woke up realize I'm pour and can't do it, FK.

Big-Quote4483

There u go MSFT already selling off. after crashing 30% even a little .6% pump is too much to ask for fucking pos

mklomp7

Can MSFT have one day of 5%+ so I can sell my calls and invest in ETF’s from now on ffs

Bagholder147

MSFT?

Nadz2008

I now have 200 shares at 380. Selling covered calls during the week to lower the basis. MSFT is at its 200 WEEK moving average, which is nuts. I am looking for a move back towards 500 by the end of year, personally

dabblesest

MSFT being green is a generational selling opportunity.

Psychological_Fly109

I love how MSFT is green yet nobody is celebrating because its a POS and will likely end up red

Baterick-Patman_

No shot, especially for MSFT. But good enough for levered swing bets on geopol news flow

tomato232

Have RDDT and MSFT bottomed?

Serdtsag

MSFT won’t move until Satya Nadella is replaced! He is completely uninspiring and he is hampering innovation!

KeythKatz

Nah, it's not as cheap as GOOG was, and GOOG had being the AI leader going for it which wasn't priced in until recently. Meanwhile, MSFT has heavy exposure to OpenAI which is eventually going tits up. MSFT's Windows/Azure moat will keep it going, but so much of it is tied into OpenAI and it is in no way obviously underpriced now.

MrBleubols

I unloaded all of my MSFT at the beginning of December. Though they are a good call for the long hall, I don't see them recovering for a while, definitely not in 26'. I don't think they'll be back until sentiment changes amongst retail investors regarding returns on AI spending. That could be a few years, but in the meantime I'm getting much better returns in AI infrastructure, memory and energy/power. I couldn't wait for ol' MSFT

ConfidentReality9024

MSFT to 800 by end of year!

SouthNice7324

Oh PLTR, you and MSFT brining my whole portfolio down. Every other investment is up 40% and you sit there in red.

DanielzeFourth

MSFT sells the compute power to any AI company. And yet you say they haven’t monetised AI lol.

SpiffyGolf

I like MSFT and this price is good for buy.

SlartibartfastMcGee

Let me get this straight… MSFT picked the wrong AI company to work with and that was worth destroying a trillion dollars worth of market cap?

Kickboy21

Not selling MSFT ccs because i dont want to get assigned during mega pump, not because the premium is absolute dogshit its not even worth it

conclabv

MSFT leaps good idea yet?

PulIthEld

Thoughts on MSFT and HOOD?

Jumpy_Nose863

As someone who is really good friends with someone in government, I know for sure MSFT will be a permanent fixture in the US for the foreseeable future. They also have plans to make OpenAI a major part of their LLM

Jumpy_Nose863

I don't understand why ppl downvote the truth just bc it's not their opinion. Yes MSFT is a wide moat stock. They have almost all 5 sources. Just don't listen to some of these clowns and hold. They have a better credit rating than the US Government, which isn't saying much I know. However, they're a great long term buy and hold. Just DCA while it's still cheap and enjoy your profits in the next couple years!

dljmonkeyboiz

Everyone shorting OpenAI through MSFT

carefullychosjen

If you’re 89 - MSFT not a great idea. If you’re 29, MSFT great idea. Patience is a virtue if you have the time to spend.

Jumpy_Nose863

Think about it, every stock that was in that tight trading zone, like Goog last year was because of uncertainty. Goog was the antitrust case, Msft is OpenAI. Once they either show that ppl are wrong, or they end up just selling their stake and still make a ton of $, the uncertainty is gone and at that point Msft is MSFT again. Who cares what % of the backlog is OpenAI, they already stated they had more demand than they could accommodate, I just don't see that as a big problem lol. However, that's essentially the uncertainty here...Gotta luv the markets!

BothnianBhai

https://www.schleswig-holstein.de/DE/landesregierung/themen/digitalisierung/linux-plus1 Some governments have already started to migrate away from MSFT and their products.

ExeTcutHiveE

This is the answer but also enterprise apps like NOW, CRWD, and MSFT are all going to come out of this AI revolution just fine. Companies will not be able to justify the cost of coding, maintaining, and personnel retention requirements of building their own proprietary software.

greyenlightenment

such weird price action comparing MSFT and TSLA vs GOOG and META. This is the most lopsided market recovery I have seen

Jaysler87

MSFT back to 380!

TwerpOco

They are burning money with AI by offering OpenAI free Azure spend credits to the tune of billions of dollars per quarter, then reporting OpenAI's use of said credits as part of Azure's "profit". So they are counting an IOU that is looking ever more risky as part of their earnings. Don't get me wrong, Azure is still a cash cow, and I think MSFT is a good buy right now, but the pullbacks are not without merit.

livnlifenthe205

I originally bought MSFT at $110 in 2018 - never sold and never added until this most recent drop - been adding under $400 - my last purchase was around $370. My cost basis is up to $163 now. I'm holding for another 15 years. I think I'll be happy I did. I think it was Charlie Munger who said if all you do is buy great companies at the 200MA you will do just fine. You have to step in when pessimists are everywhere.

drnick5

MSFT has an absolutely MASSIVE moat. Any of this current stuff is just noise. Please tell me exactly how many of the top 500 companies rely on Microsoft for either Windows, Office, Email, Entra, or all of the above. The answer is very likely 500 out of 500.

Loud-Television1271

MSFT bag holders are going to make it out, got to give it to them (I’m a bag holder myself 😝)

Accurate-Flow8078

MSFT seems like a good buy

GoZukkYourself

They need to kick MSFT and TSLA out.

blm4lyfe

I pray for a day where MSFT pump 5% like AMZN today

DearGodWhyDidntISell

Also, MSFT, who's got copilot on 99% of business computers, integrated into Outlook & Teams used by every fortune 500 company, still can't be green for some reason I cannot fathom.

IvoryTowerResident

Everyone is extremely bullish on MSFT here lol you are contradicting yourself

Ok_Abbreviations8440

Is it time to buy way OTM calls for MSFT yet

Jaysler

MSFT hitting 375 is making me hard

Available_Way_355

Serious question. How long will the people entered MSFT at 500 have to wait to break even? 🤣

Icy-Sheepherder-7595

Yea I threw a good chunk in when it went right under $400 initially in February before the war bs so I'm actually down 7% which hurts in the short term but I'm just telling myself pretty much what OP is saying. I feel like it is in the same spot Google was in last year, all the other Mag7 are doing better, Meta temporarily crapped out upon the lawsuit news which I guess no one cared about seeing as it rebounded over $100 already. But MSFT hasn't moved much, it's not much higher than the price it was at max fear a couple weeks ago in the high $350 range. I guess and one could argue I'm investing based on "vibes" but there's some companies like them that I just wouldn't bet on them ever going away, they also had an amazing 2025 and end of the year. I was not buying at all at the top but now it feels pretty attractive. It's trading at its lowest PE multiple in like 7-8 years I think. In the 2022 correction it was way overvalued compared to now, not that it can't go lower, it totally could, but I'm holding for the long run.

ctrl_alt_bye

MSFT nowhere to be seen 😅 They laid off people to buy OpenAI and it’s a dead weight for them.

faithOver

It’s Google at $180 after Reddit said its dead in AI age. I sold Google at 70% gain and been DCAing into MSFT. Will look good in 12 months.

dragonowl2025

I agree this has been the most emotional i have been about an investment in a long time, i have slept better at night with much larger positions, although i think that is probably more due to the headline driven market with iran the past weeks. Watching MSFT fade the ceasefire gap on wednesday was pretty soul crushing, but i feel good again with how it traded as it shook off the palantir led IGV weakness today, MSFT is not really a software company in that sense anymore and it sure as fuck tried to go lower today once again but ultimately didnt and rallied with the broader market. I think if indices hold up the bottom is likely in, holding through earnings is going to be uncomfortable unless we start rallying soon but I think that will likely be the turning point assuming we get something similar to last quarter in terms of results. I am hoping IGV bottomed today too , down almost 9% in 2 days, I am really surprised that SaaS stocks havent dispersed much yet, and wondering what/when that's going to look like.

FuckleUp

All my watchlist is green except MSFT nice to get back to normal

Available_Way_355

You will be in the graveyard with all the other MSFT call buyers go ahead

raytoei

Here is something to think about: Buys 2 $3,436,971 Sells 7 $34,329,029 People sell for all kinds of reason but only one or two for buying. The question is, are senior executives so pessimistic about MSFT that they are selling even the price is so low ?

Eddyrancid

I feel like MSFT is going to start its recovery *just* in time to get caught up in whatever the next macro-economic disaster around Iran is

AskAboutMySecret

MSFT is the new META market seem to manage overpriced big tech stocks by punishing one of them and leaving the rest be

Aware_Secret_8910

Since everyone stopped liking MSFT and even many in ValueInvesting stopped believing in it, should I just get some calls

Pinko1232

I think the issue with MSFT is that there are so many more compelling stocks to pick. I know it’s relatively cheap compared to competitors, but who really expects MSFT to outperform GOOG over the next decade?

Diddly_eyed_Dipshite

Bro I'm down 25% on MSFT, still wanna by more but once there's some turnaround

Kickboy21

Deleting Claude from my phone because anthropic is tanking MSFT stock. That will show em 🫵🏻🤡🫵🏻

VictorDanville

I treat MSFT like a savings account

trsx5

Man this AI shit has me worried about my MSFT position. I know it’s a good company but at least for a little bit I think anything SaaS related is going to get hammered for a couple quarters. Am i overreacting here? Currently sits at breakeven after hours i can sell now for a $0 profit/loss

EstablishmentSad

MSFT is loaded and balls deep into AI. If AI blows and turns out it was a bubble…poof, the US government would have to step in and save it. I think they would.

twenty_three_three

Microsoft is making products that nobody really likes, but caters to everybody at the same time. It's going to be around for a while, at least the next generation. It'll get hit hard by their AI missteps, but they just print money for the sake of existing. I'm not going to invest in them, but there's a risk in taking a short too. IBM got brought up earlier, MSFT will be treated the same. A company that can't innovate, makes poor aquisitions, but nonethess has psuedo monopoly contol over key segments.

GoZukkYourself

"MSFT is a good buy here." - 📎

Aware_Secret_8910

Can't MSFT just buy SNDK and 26x itself

spango1138

MSFT is +680% on a 10-year chart. Past results aren’t indicative of future, but why bet against the biggest software company on the planet? If you’ve got a 10-year+ horizon and committed to long-haul, quality companies, you’ll find fewer better than MSFT.

Available_Way_355

SNDK investors up 26x this year meanwhile you are still holding MSFT bags from 2021 that even CoPilot is telling you to cut loose

Jealous_Archer_4522

*I used to think the SPY couldn't go up without MSFT. I was so wrong I'm now looking at cat food hamburgers in retirement, and getting a part time job behind Wendy's.*

usa_reddit

Why? because I am only looking for the profit and not looking to be a long term investor in energy. I just want to get the pop, take the profits, and sell. My strategy is that I buy some to establish a position and if it goes down, I sell all and lose a little. If it goes up I keep buying then sell and take profits once it reaches the new line of resistance and move back to cash. In a normal market I would agree with you on VOO, but this is NOT a normal market. This is a pump and dump market being manipulated by Tweets. Looking at the year so far: VOO is down -.52% YTD MSFT is down -21.12% YTD GOOGL is up +1.06% YTD For me rotating in and out of energy, tech, and gold my portfolio is up +7.33% YTD as of today. I am waiting for VDE to either drop back to $138 or for news that the IRGC detained a tanker, then go back in on VDE, ride the wave, take profits, and move back to cash/SGOV. If things ever get back to semi-normal I will get back to boring Bogglehead investing but with the VIX (volatility) being high there is money to be made by shuffling around. So far YTD in my portfolio IAU 6% ITA 10.37% SCHD 11.24% VOO 3.96% MSFT -3.94% Also, I was crushing it with SMH which is still rocking, but had a Trailing Stop set too low and a morning dip got my SMH. :( I really want that ETF back at a discount. Oh well. Why Microsoft? Microsoft is flush with cash and I think they will be the tech comeback story of the year. I typically don't like to buy stocks, but I have a good feeling about them and their cloud services even with the AI CapEx burning money. I am not a genius and this could all just be luck but 7% makes me happy.

Aware_Secret_8910

Claude would have a database full of ValueInvesting takes which would make MSFT and ADOBE be around 98% of SPY

Sapereos

Agreed, I don’t see the corporate world abandoning Microsoft anytime soon. Their moat is just too big and switching costs too high. Companies are happily jumping on the copilot bandwagon for AI adoption. Only min-max power users actually care that MSFT products are mediocre at best, but the reality is that C suite will bet on tried and true products. The only real risk I see is seat based revenue models will decline as AI replaces people over time. You probably don’t need as many Windows/Office licenses if you have a smaller headcount. I think it’s one of the main reasons SAAS has taken such a beating. They’ll have to adjust their pricing to not be seat based as AI takes over.

GoZukkYourself

This is the bottom for MSFT, for real this time.

Jaysler87

Give grandpa MSFT some viagra and a redbull

Jealous_Archer_4522

MSFT is getting crushed so bad I thought I was gonna haveta get a job as a Wal-Mart "greeter" but I was wrong again.....now.... I'm a "greeter" behind Wendy's with no pants on. "Welcome to Wendy's may I take your order". \*\*Offer anoos\*\*

Tightlines1111

MSFT is the definition of a moat stock. They have a billion embedded users and countless enterprise customers that will never be in a position to move away from MSFT. Meanwhile, Copilot will get better and better while Azure throws off massive amounts of cash. You can buy this world class company at less than a market multiple today, this doesn't happen often. So yes, I have started a position and plan to add buy for my kids too. The risk/reward is excellent IMO.

carpetmagicianlaughs

People who bought $MSFT are LOSERS. People who bought $META and $NFLX like me are WINNERS

Yukas911

Everyone I know and work with uses Windows and MS office. There are better products, no question, but MSFT is big, trusted, and for many people, simply good enough for what they need. That's the "it".

Wesley11803

I sold some MSFT at $490, but am holding the rest. I entered at $263, and don’t see if going that low again. Similar story with Amazon and Google. Enterprise business leaving Microsoft in a meaningful way seems unlikely. Everyone who sold Apple a few years ago regrets it. I’m holding the entirety of the remainder of my Mag 7 stocks for the foreseeable future. Nvidia dominates my portfolio though. Hoping it shoots up above $200 soon. I’ve certainly enjoyed some profits, but wouldn’t mind more.

SilverSovereigns

The counter-narrative is that the AI investment MSFT is making will turn out to be the wrong path and that their software business is facing technological obsolescence.

dragonowl2025

Thankfully MSFT diverged from SaaS carnage today, as long as indexes hold I feel a lot better about now, but man was I bummed on Wednesday when MSFT faded the entire ceasefire gap up lol. I think the bottom is in, but am hoping we get some sort of rally into earnings, I have some leaps and would not be fun to be on the lows and hold through earnings, luckily they were bought around 368 but so far had been nothing but theta and Vix crush from the ceasefire.

shmito17

Everyone here shitting on MSFT. Watch it hit 400 in a week lol

iMakeGOODinvestmemts

Anthropic ramped up - so google and amazon win ( they own 15%) meta went up because new LLM release and moving up in the app charts. MSFT - no news. simple business man.

doernotspeaker

I wouldn't mind if it were MSFT, but the market is going to keep punishing NOW it seems. By the time I get assigned next week this crap will be around $70.

croissant_and_cafe

Why the constant fixation in this sub on MSFT. Google and Meta have better PE ratios, Nvidia Amazon and Meta have double or more projected earnings. What is the obsession? I think Meta, Nvidia and Google are all at better buys or at least should be equally discussed but I feel like all I see in the sub is people asking if it’s time to buy MSFT

iMakeGOODinvestmemts

$META is such a L stock lol. 98% of the revenue come from Advertising like wtf. $NVDA also a meh biz. $GOOGL AND $AMZN doing better selling better chips one day and will EAT AWAY $LONG $AMZN $GOOGL $MSFT FREE MO

TGHGBD

Im a buyer or MSFT here but its at a 23 PE and I think GOOG was like 16?

Barnezhilton

MSFT is now pulling copilot out of their products due to backlash.