Reddit Posts
Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)
The SaaSpocalypse is over - 50k+ in gains on SaaS Names
NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis
Held MSFT, wonder how much I can squeeze out of this. The itch to sell is real.
SaaSpocalypse > SaaSdemption - back to ATHs? Including MSFT
Beyond the Hype: My "AI Meets Atoms" speculative basket
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
Where's that college kid who bet MSFT would be at 450 in august
I am sorry about my previous dd calling the top: I was wrong. But there is more to the story
Load up on $ARM $NVDA $MSFT next week to retire your bloodline.
Ultimate DD: MSFT is the best stock in the word because they OWN ALL OF YOU
TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.
MSFT + RDDT: THE BOUNCE IS BACK, REGARDS
Guess the point where I enabled margin and started playing with options. 🤔
Many of you wanted to know my next move: You should probably short META
It’s SO fair! I LOVE you all I LOVE you all!
Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl
It’s not fair! I HATE you all I hate you all!
Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close
Can someone explain the investment thesis behind space stocks?
MSFT will make bank off of OpenAi IPO. Simple math
Experiment to explain regards to stop losing money on earning bets using weeklies
MSFT looking attractive after this overreaction selloff
Why does AI keep pumping, and when will the music stop?
How AI keeps pumping and when will the music stop?
Why the app you’re using should be a stock you own ($RDDT)
Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation
Posted GEX levels before market open Friday— 8 out of 11 held at king by close
Back to back days of huge volume in MSFT after hours…
AAPL at $302, 36.6x P/E. Can AI justify the premium?
This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?
big tech's $350B AI capex is returning about 18 cents on the dollar
I have been buying up MSFT and NOW for the past 2 weeks. Microsoft sitting at such a low PE was crazy
I tracked recent Congress stock trades - here are the most actively bought stocks this month
Fired my old fart financial advisor, stopped swing trading, started taking profits, started buying the dip (PT. 2)
Tech strength today looks concentrated in semis and mega caps
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
Pigeons are pooping right $NOW and $MSFT won’t allow red days or red meat
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Mapped the AI supply chain over the last 3 months, the bullish half stops at the chip layer
Holographic/VR/AR Industry Development Weekly Report, Week 20
Everyone thinks $GOOGL is over valued. Does it mean it’s still under valued?
OpenAI IPO at ~$1T: Microsoft turned $13B into $228B. Now the real question is whether they hold, trim, or quietly watch their moat erode.
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
Cerebras's $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.
My regardedness has earned me my first WSB post
🚀 MSFT Is Not Just Winning AI — It Is Unlocking a Robust, Multifaceted, Paradigm-Shifting Tapestry of Generational Alpha 🚀
MSFT: Is Microsoft’s AI dominance already inevitable? Looking for the bear case against this data.
Late starter..has that tech ship already sailed? Amd, MSFT, VOO?
CEREBRAS IPO 14th MAY’26 . Priced at ~ $150-$160/share.
Too Concentrated or just stupid? Microsoft
Robinhood is missing out by not offering 0DTE parlays
Every big tech is green from the beginning of the year, except MSFT. And it crushed earnings twice this year. I just don't understand.
Tracked my buys this year. Am I setting up for underperformance?
NBIS Q1 earnings Tuesday - I have been deep in this name for months
Is there a reason Qualcomm went from 125 to 220 in a week? No one uses them for AI, edge computing, soon Apple will not use their modems
Rate my Portfolio - invest and forget portfolio until 01-Jan-2027
You don't have to make up losses from the stock that caused them
Mentions
MSFT you're not gonna let me down now, are ya
MSFT and PLTR... Buy the dip!
Shoulda bought MSFT during the dip. can’t sleep. Upset.
Gain-wise, chart-wise. You in the 1990s: "Durr Bill Gates isn’t the next Rockefeller MSFT doesn’t sell oil durr."
As I'm at retirement I'm selling some now overweight issues like MSFT Amazon GOOGL for a diversified play FTEC.
Same here. RKLB and NASA were offset heavily by my plays in MSFT and RDDT. Buying more of RKLB and may dabble with a little ASTS tomorrow.
My MSFT shares finally went positive… yeah we are fucked
What’s that unusual open interest on MSFT expiring june 5th
Lol. I'm ber AF rn mate. MSTR, MSFT puts. And XOM calls. And you also missed probably the biggest wild card in June, SPACEX/OPENAI/ANTHROPIC coming to market to sell 4T worth of stocks. We're gonna get dumped on, and get bad reaction to Warsh, and Iran will reject any negotiations and cause OIL to hit 120 again. 🐻
Goog is diluting MSFT shares, haven’t you heard?
Yo MSFT has deleted all its gains from today WTF
MSFT is back to getting shit-on in the coming days. It's rise to fame only lasted 2 days :'(
Maybe I should've gotten MSFT puts instead of letting it ride lol
Just watch out for companies taking out a lot of debt for the AI buildout like Oracle. Debt will be the real issue when the music stops. I think MSFT, AMZN, GOOG and META will ultimately be fine given their strong cash flow/balance sheets if they need to stop spending on AI, but then you will see the cascading crash in the buildout related suppliers and AI companies themselves that burn money
Hey friend, I’m here with you. Sold indexes in February at peak and in March bought extremely expensive puts with unreal IV😏 . Just a bunch of shit with big spreads It was really sad in April and since then I’m thinking about getting into but can’t decide. But what helped is that I stoped watching Michael Burry because he is so fkning pessimistic. Just throws trash in the head. I got NKE, NOW, ADBE, MSFT. Want to buy AVGO JUST WATCH LESS YOUTUBE AND NEWS!!!! Clear you head
Tacos tuesday or what? And wtf MSFT is dumping harder than GOOG LMAOOOOOO
No like why did I think this time was gonna be different for MSFT
If i had held on to the 1000 MSFT stocks i bought for \~30 dollars, i would have a cool 400k now. You made 125k. what are you even complaining about? lol.
How is Google overvalued? The only way it's overvalued is if you buy on the regulatory risk. MSFT, META and AMZN have actually reasonable valuations.
I'm referring to the AI bubble in specific. People have been talking about it non-stop the past year, even as NVDA had record after record earnings and still sold off like 25% from its peak during that time. META/MSFT were down like 30-35% from their peaks, also both with amazing earnings, AMZN was in the doldrums most of that time too. Only GOOGL was spared probably due to the fact it owns its whole stack.
So MSFT on margin is looking like it was the wrong idea lmao
I freed up some more cash. I have a feeling Google and MSFT will have a further nasty dip tomorrow. I still want to think my MSFT $500 January calls are ok. Just did not see this ATM coming. Wow
Googl raising money, punish MSFT of course.
I am surprised that people here think chips will benefit from a popped AI bubble. Google is a symptom of overly expensive AI projects. 2 solutions: - Issue more stocks like Google is doing to get more artificial money (not real money) and other companies like MSFT and Meta do the same. However, with this approach, at one point, there is no new money coming in, and then everything is crashing including chips, memory, etc. - Scale down AI investment, impacting chips, memory, etc. Either way, nobody wins eventually.
Goog dilutes and MSFT sells off harder than goog LMAO
Filled the gap on MSFT, flipped the 450 resistance into support. Hard pressed to believe there’s not a big rally tomorrow to continue closing above the 200.
Fuck diversifying. My small account with DRAM LEAPS is on fire. The more diversified larger accounts with Google and MSFT is getting fucked. Just going all in on DRAM leaps on all accounts. Maybe some Nokia and BB too.
MSFT took over the world at one time, then came Ballmer which showed that he wasn't Bill, then came Nadella and now it is a worthless shitshow. The assets it already accrued are its entire value. No one is expecting great things in the future from them.
GOOG announce \~1.9% dilution to raise $80B GOOG down 1.3% MSFT down 2% WTF?
MSFT is fumbling the easiest bag in history with AI
Somehow MSFT is down more after hours than GOOG
Why is MSFT being obliterated instead of Google?
😂 did you buy calls today after MSFT went up $40 past two days
Tfw Google dilutes but MSFT takes the bullet
MSFT really about to give up all it's gains today 🥀
Sure: 1) I start in the evening by trying to identify macro market trends: what sectors are in favor, what aren't, what is the likely performance of the market today, what's the VIX at, etc. So for example, right now it's heavily software and to some degree chips, energy, and hardware, though that trade is rapidly drying up. On the other hand, finance, utilities, and most things touching the consumer are out of favor. So I don't want to generally be day trading utilities for example. 2) I try to classify what looks interesting based on what type of trade I'm trying to make. It's very different if I'm going long on something versus I'm try to day trade something or swing trade it over a span of a few days tops. 3) Based on the first two, I stop making a list of stocks that are interesting. Like right now, I'm watching everything from the obvious stuff like MSFT and GOOGL to PATH and SOUN for potential short squeeze plays on software stocks to GEV and PWR which are on the decline 4) I make notes of how the charts look on each of these and start making a list of price levels. Like three days ago, SOFI looked amazing to me. I day traded it (I think I sold at $19.20, so not quite the top) and put it back on the watchlist if it should fall toward $17. On the other hand, somethin I like going long on I'll start coming up with a DCA plan. So Microsoft for example I'm willing to add shares DCAing back toward $430 right now while taking profits on some of what I've already bought. 5) In the morning, I listen to a few different youtubers and podcasts especially in the morning to try to keep up with any developments while I have my breakfast. Trade Brigade on Youtube is one I highly recommend as he does an 8-9 full breakdown of the market by technical levels. 6) Last thing I've tried to incorporate lately: I check the options market. For example, GEV had an interesting chart this week showing it coming into technical support. Then I looked at how many puts were out there and decided it likely would see further downside. Final notes: I will ultimately day trade most anything if I think the setup looks good (I day traded Quantum stocks 8 different times the last three weeks, but I don't particularly love them). If I'm going long on a company, I will do a lot more research to fully understand their situation. Also, you don't have to like go crazy becoming a technical trader to look over the charts in my view. I'm not sitting here staring at 15-minute candles or anything that wild. Last thing, day trading needs volume and volatility. It requires typically you to be in at 8 and often out by 10, though sometimes you can stick around all day. I sat on Microsoft all day until I finally maxed my profits at almost 3:15 I think it was. Missed out on that $470 overnight sadly.
Fuck no. I’m riding MSFT to Valhalla. Not selling my calls.
actually, MSFT is down 1.72% 😱
same but I can't understand how its could be bad for software (except MSFT)
its not looking good, most likely CAPEX fears will now resurface but MSFT might benefit from some rotation from GOOG as it is not even funding CAPEX with debt let alone equity
are my MSFT 475c 6/3 cooked chat
Maybe, I don’t care to find out, I’m buying the beaten down builders now (MSFT, META mostly at these levels).
I really like when MSFT faded by $20 today. What a shit stain
MSFT down 20 fucking dollars since premarket
If you’re not in MSFT idk what to tell you
Why did MSFT dump so hard smh
Wait till MSFT, AMZN, META start diluting
This, some of these stocks are free money in this environment but likely can’t hold for LTCG at this point, you absolutely take the free money even if it’s tax inefficient, maybe you consider it more if you’ve been bagholding MSFT for a while, Otherwise just do futures / section 1256
MSFT at $460, F at 17$, IBM and HPE through the roof. Is it the 00s again??!!
Bought Jan 2027 $500 MSFT calls fml I guess there’s time, but it’s going to be a lot bumpier road than I thought getting there
Why MSFT is down after hours?
Why MSFT tanking tho? I’m not surprised but fuck lmao
Indeed. If even Google has to dilute shareholder to stay in the AI race, the poorer company MSFT is in trouble, especially as they’re doubly exposed with OpenAI burning piles of cash
Sold now and MSFT last week and loaded up Google today. This can’t be real lmfao
What happened with MSFT in the AH?
MSFT a year ago is the same price as it is today. Shits gotta go up
MSFT $470 must have been a dream.
MSFT 471 premarket 452 after hours. WTF
Why did MSFT give up all the gains for the day like a coc*suc*er?
MSFT says “give it away give it away give it away now”
MSFT not diluting shareholders to fund AI.
I can't emphasize enough how much I hate dog shit MSFT
FTI. MSFT not diluting current shareholders to fund AI capex.
How fucked are my MSFT 500c 8/21’s
You can tell this sub is riding MSFT calls hard huh
Hes just gonna offer to buy MSFT
I could picture MSFT doing something similar to GOOG
Got out of MSFT and NOW FINALLY!!! Done with Software
MSFT back to 400 for me, please and thank you in advance for my mid July puts
Thank you to the dude who told me to get MSFT $500 calls a few weeks ago. Cashed out today 🙏🤑
MSFT, NOW why dropping?
WTF just happened overnight why did ORCL and MSFT collapse?
JPM and MSFT are still in buy territory for me. I think AI is crazy over bought right now.
Why MSFT gotta do my calls like that
And most importantly why not MSFT? lol
If you had told me a year ago AMZN, META, GOOG, and MSFT would be my biggest bags I would've laughed
MSFT is currently shitting the bed 🛌
NVDA x MSFT announcement will be something stupid like “PC no longer stands for Personal Computer, now it's Partificial Cintelligence"
Bought MSFT calls before the bell. Sorry
MSFT and Meta crying for rally !!! Not happening huh ?
MSFT went from +4.5% premarket to +1% post market lmao
Was hoping for one more day of MSFT running... my hopes are dwindling fast.
I am not enjoying the MSFT AH price action, what gives)
Welcome back to the family MSFT
Is MSFT going to benefit from Dell’s and HPE’s pumps?
Forward guidance; the price of everything going up effects their input costs, too. WMT is gonna get fucked by fuel logistics, MSFT on Azure infrastructure hardware.
Did I buy the MSFT top
same thing people were saying here two weeks ago about MSFT and look at it now
Yep modern cloud from AMZN and MSFT are like telecoms in the dot com bubble.