Reddit Posts
Beginner looking to make my first options trade — how would you approach this?
Beginner looking to make my first options trade — how would you approach this?
Nebius ($NBIS): The Catalyst Set to Explode Tonight at 18:00 ET
Why is Buffet & Abel aggressively accumulating so much Google but none of the other hyperscalers?
With most 13Fs released, here are superinvestors' top 10 buys from Q2
Made $375k CAD day trading using margin in 60 days
MSFT has accepted delivery of IREN's 50MW Horizon 1 facility
$IREN delivers first 50MW Childress Horizon 1 facility to $MSFT
First ever closed trade on moomoo, and it's a solid win thanks to Microsoft
I'm deciding to sell NASA (tema) etf for tax loss harvesting, since I made around $300 in profit so far in 6 months. Should I do it or no? Needed thoughts.
Put ~$1.17M into MSFT. 29 days later walked away +$340K. 🫡
Ban bets Nintendo to $16 EOY and MSFT to 500 (when it was at 367) guy here. Ban bet to $25 by EOY.
free tool where you can enter any S&P 500 ticker and compare its historical performance
MSFT - bought the dip June 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT - bought the dip Jun 29th, when to sell
MSFT hits positive net gamma exposure right now
I’m rotating around 80% of my MSFT position into META. Here’s my reasoning.
Ban bet Nintendo stock to $16 by EOY and if it hits $16 I’ll donate some switch 2s to children Hospitals
Where would you put surprise inheritance money
Big Tech's Anthropic and OpenAI stakes are distorting the corporate earnings picture
four green days, one red, and the red one is the only one i learned anything from
FOLLOW UP POST - Full Port Microsoft - Undervalued !!! 🚀📈
[LIVE Webinar, Sunday, August 2 at 11:00 AM ET] Top Stocks for August 2026 Based On Artificial Intelligence: AI's Highest Conviction Stock Picks | LIVE Forecast for NOW, MSFT, PLTR
How The F*ck is OpenAI Going to Pay 1.4 Trillion??
There’s no way these ppl at simpler trading make money
Crazy week, what should I do with my remaining calls?
You can guess where I bought GOOGL then MSFT
$7700 Gain on the day from scalps on $MSFT, SAMZN, and $NVDA
Loss porn with a profitable day to cap off the month
Gambled my girlfriends account on MSFT and paid off
New to options, so far doing okay, but I feel the big red coming one day
Me after selling my 6 mo MSFT bags for $170 profit and texting my mom that I made a killing of Microsoft stock
Revenge traded a NFLX loss into a $700,000 MSFT profit 💰
I see you out here freezin' like a bum, eatin' out the dump. MSFT the illest out the bunch. The butterfly was a caterpillar once.
I wish I never invested into LUNR and NASA. been waiting for a few weeks to sell, but ofcouse dip keeps dipping....
How to properly evaluate MSFT's capex (including neocloud contracts)?
US Stocks are Reddish..What’s Your Go-To Short-Term Pick
I have been saying for the last 4 months to buy Microsoft. Check my post history
Why is Microsoft (MSFT) up ~8% premarket after earnings?
Why is Microsoft (MSFT) up ~8% premarket after earnings?
MSFT AND META BOTH SET BILLIONS ON FIRE FOR AI. ONLY ONE GOT APPLAUSE 🚀📉
My Thoughts on $MSFT and $META Earnings and the Maturing AI Trade
Will MSFT and Samsung finally be a catalyst for SNDK and MU recovery? I think they just might.. what's your take?
Meta was Down 10% and MSFT up 8% After hours
🚀 Microsoft (MSFT): A Transformative Deep Dive Into the AI Landscape That Every Investor Needs to Read
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
BIG TECH EARNINGS WEEK: PICK YOUR FAVORITE WAY TO LOSE MONEY 🎰📉
moomoo earnings plays, how I'm using unusual activity this season
Mag 7 covered-call backtest: Actually, buy-and-hold won 12 of 14 times
Mentions
MSFT turning red means the market is heading for a recovery
Why is MSFT not at 400 yet
I’m surprised MSFT isnt dumping more after the news of OpenAI revenue growth
It's gonna be the same story as MSFT a few months ago. People will write entire novels on how washed, irrelevant, collapsing the company is. How there is no future, no one uses it, they have no AI, products are shit, vision is nonexistent, how you should sell everything before it crashes and burns. Meanwhile, financials show more and more profit quarter after quarter. At some point people realize -- hold on, this is a business and it actually makes money? And it will jump 30%. Then the cycle starts again. Currently, I am a bit worried about the lawsuits. Hope Zuck can convince the government to intervene on his behalf. Otherwise, they spend a lot on AI infrastructure but it's infrastructure that directly supports their business -- serving ads. And their ads are, apparently, doing better than ever, and still growing fast.
Thinking NVDA puts, SPY puts and MSFT calls at open. See you degens in the morning.
I actually bought 0DTE calls on MSFT earnings a couple weeks back and made like 80k
$24B annual stock-based compensation expense not reflected in expenses, off-balance sheet capex commitments, on top of high capex are reasons this might not be a value at current prices. i have been in and out of meta for a decade. i’ll be interested closer to the $350 range. if you adjust expenses to reflect SBC, they aren’t as compelling as MSFT, AMZN, or GOOG.
MSFT and AMZN are not good business imo.
Hyperscalers - what do you think MSFT GOOG AMZN are splurging all that CapEx on?
That remains to be seen. Let's say 1GW AI datacenter costs $60b to construct, and $36b is compute and $24b is infrastructure (60/40 split). Depreciating compute over 6 years and infrastructure over something much longer, we'll just conservatively use an aveage of 12; you get expense of $8b per year. Consdering AMZN and MSFT do over $100b in cloud revenue a year and growing at 30-40% clips, and you have GOOGL who will likely break $100b very soon at over 80% growth, that expense doesn't seem very large. SPCX's 2 Colossus datacenters are under 1.5GW total. They will get roughly $24b/year from renting it to GOOGL and Anthropic with more capacity to spare. You can toggle the costs to even larger numbers, and there is still plenty of room for margin.
Same situation as MSFT falling down to $350 recently… buy buy buy
The year is 2030… \-South Korea declares war on US after US orchestrates a KOSPI pump and dump \-Kim Jong Un and 🥭 are golfing buddies \-China is no longer a world power because SPCX builds all our shit \-MSFT returns to < $400 / share levels
MSFT at 360: LOL I aint buying that shit, MSFT at 500: is CALL a good idea?
That's my own thoughts and words and not AI. We haven't touched the surface yet on AI compared to what it is going to become. And your example proves the point. Companies firing employees and then hiring them back - they're trying to figure out how to "properly" apply AI. So far they're experimenting with AI and figuring it out. That is part of my point - we're in the early phases. The other part with Jevons Paradox - still me and not AI. I recently learned Jevons Paradox (at least term) and it makes so much sense to me so why I used it in my explanation. In other comment I gave the numbers (and yes AI helped me with that because I was too lazy to research it myself) that the ROI is already showing itself. The biggest spenders, the hyperscalers, showed their Most Recent YoY Revenue Growth of Cloud business numbers: * GOOG: 82% growth * MSFT: 40% - 43% * AMZN: 37% It's very profitable for the biggest spenders. Doesn't mean it will be profitable for every company and why the whole opensource of Models/LLMs fixes that or at least helps with it. The grass roots and hostility to AI, I'm sorry, is just noise. It just means some places won't allow data centers and be left behind while other places allow them and benefit from the increased tax revenue, jobs, etc. Not sure if you're in US or not, but there's plenty of US states that will allow buildout. I know others are putting laws preventing them but we have 50 states - do not need data centers in every state.
I see it that companies, in particular the big spenders being the hyperscalers, are spending capex to meet DEMAND versus accelarate growth. That's where most have been getting this wrong. The big question has been, will the big spenders (the hyperscalers) get an ROI on their capex spending. In Microsoft, Google, and Amazon's most recent earnings, they blew out the numbers. I asked AI for help with the numbers for Most Recent YoY Revenue Growth of Cloud business: * GOOG: 82% growth * MSFT: 40% - 43% * AMZN: 37% During earnings call, Amazon CEO Andy Jassy compared the company's current $220 billion capital expenditure plan to the early days of AWS, stating that capacity is being monetized as fast as it is installed to meet high demand. He emphasized that this massive investment is driving a generative AI business that is growing 260 times larger than the original AWS rollout over the same three-year period. And for those that didn't realize, Jassy was the executive in charge of the original Amazon cloud business.He is widely recognized as the founder and architect of Amazon Web Services (AWS). Therefore, for him to say this is growing 260 times larger than the original AWS rollout, that means something - investors, pay attention!
That was also when Buffett was in charge. The other entries were at $350. I think they're still largely fine at that level, though I could question why they bought more GOOGL instead of picking up MSFT when everyone was loading up at $350. I don't know why the fuck they bought more Delta though at AtHs at like double where it was just a year ago.
Just sold my MSFT too. Fuck it should I join you
Just sold all of my MSFT shares to all in META, what can possibly go wrong
With what money? Imagine if MSFT replaces Claude with a different AI for their Office Suite. Will people ditch MSFT or Claude? I know I use VSCode and GitHub Copilot and don't care whatever default model it uses.
You’ll keep waiting like the ppl with MSFT. Yesterday was the last big red day imo.
You’ll keep waiting like the ppl with MSFT. Yesterday was the last big red day imo
did pretty well on Meta puts the last 2 days, might be time to switch to MSFT puts. Thanks
The same way MSFT ran from $350 to $500 NFLX will run from $65 to $100 and everyone here will be mad they “missed” it.
the most boring stock on the planet today - MSFT
Sell those red stocks and come over to MSFT it’s just getting started
Thank you NFLX and MSFT 🙏🏻
MSFT back to green. Corn Green. So market Shrek green? 📈
$MSFT almost red. Just hold the line.
Can we have another pump on MSFT for old times sake? Please?
I think MSFT ceo atleast mentioned that they were becoming more bearish on obsolescence schedule
Didn't MSFT just lengthen their depreciation schedule? It's currently much longer than their GPUs can physically last.
MSFT green while everything else shits the bed. Welcome back Korea
MSFT green while everything else shits the bed, welcome back korea
It’s not fair, only MSFT is green, why not GOOG after all both represent VIX 😂
MSFT being green is this legal?
Why is everything dumping? MSFT is listed as a strong buy they lying to me?
MSFT back to inversing the market. META the new MSFT GOOG creating poverty in my family memory in shambles again are we back to two weeks ago??
MSFT two weeks ago?
You need to stop reading Reddit posts and start reading actual earnings reports. Every AI winner (NVDA GOOG MSFT AMZN AVGO LRCX AMAT MU AMD etc.) is showing blockbuster growth.
I wish we could post photos here so I could point out that EPS growth has been extraordinary (and stock prices that generally follow EPS are healthy) with the the P/E of the Nasdaq currently <20 lol (was \~200 in dot com) MSFT, META, and GOOGL all confidently said on their earnings calls this month they are seeing significant ROI on their AI investments, which they see continuing to improve which is why they are maintaining or increasing capex. Many examples that this will continue. It is certainly in the room with us if you want to get off the couch and look around yourself.
I have 2 MSFT puts and they are fucked
MSFT green, anti-Christ as per.
All we need now is for MSFT to go red in premarket and we’ll be pumping today
When is three $MSFT stock split?
Didn’t understand why all red and then I saw MSFT is green and it made sense
Of all the stocks, MSFT is the one I understand the least. It rises up 30% in a week and later on starts shitting for no reason
I study and invest in specific stocks but I'm not so interested in maximising total return, I'm looking for dividend growth that is consistent, resilient to changing economic conditions and globally diversified. The S&P 500 isn't what I'm looking for, less than 20% of the S&P 500 has a long dividend growth record and most of them aren't particularly resilient. Also I don't want the mag7 stocks (I might consider MSFT one day but that's it) or most finance stocks. I'd much rather pick my own stocks and develop a deeper understanding of their vulnerabilities than put everything in an index fund where I don't even look at the allocations or understand the risks, which is what I feel most people do with an index fund.
Hai un'enorme sovrapposizione sul tech e su titoli mega cap, altro che diversificazione. I principali titoli di QQQ e VUG (MSFT, AAPL, NVDA, AMZN) sono già i pesi massimi di SPY. Detenerli insieme alle singole stock amplifica la concentrazione senza aggiungere alcuna vera diversificazione. MSFT, AAPL, NVDA e AMZN come azioni singole ad alta esposizione, ma queste sono già i pesi massimi all'interno di SPY, VUG e QQQ. Non ha senso, hai scritto " un portafoglio relativamente sicuro" Questo è da cardiopalma!!
Whatever happens tonight, I can sleep at peace knowing that MSFT is red
it’s getting the MSFT treatment
MSFT has flatlined Dig Bagrosofts grave
| Ticker | Target | Entry | Current | Move | Expires | |:---:|:---:|:---:|:---:|:---:|:---:| | **MSFT** ▼ | $471.97 (below) | $496.81 | $480.58 | -5.0% | Aug 19, 10:51 AM | | **Record** | 0W - 2L | 0% | - | - | - |
MSFT ded today because of GitHub outage❓❓
As a META bag holder I’m just hoping we can see a MSFT like rocket up at some point. META has its flaws but imho it’s a stock deserving of a 2p fed multiple not 16.
Some report about capex spend outpacing revenue generation from Morgan Stanley. If MSFT drops to 450-460, I will enter again.
MSFT before last earnings was a “fat pitch”
Use it for timing entry/exit on long swings or long term entries. This is my IBKR setup, 6 month chart timeframe. Exited my MSFT last week at 494 and 497 https://preview.redd.it/cxwmj19ti0kh1.png?width=1186&format=png&auto=webp&s=44d77be773d34c4679e6123ce44b504e6a293800
Do you understand how business and accounting works, what you see as hype train is an actual business producing money…..open-source software has existed since decades but companies selling the same open-source stuff to enterprises makes ton of money today like Redhat/IBM/MSFT and many others, even those opensource stuff still needs infra. OpenAI & Anthropic will become one of the biggest companies by market cap & will continue to dominate the market
Glad I got rid of MSFT at 498 a week ago.
I made a play portfolio on Yahoo Finance based on like playing hunches and such, and went to check up on it yesterday. Literally it's up 29% since December. I can't even be happy that I'd be beating the index this badly since I didn't play it. I think my only bad call in there was MSFT at $475 (and yet that's even green now).
Is going full port in to MSFT on this dip retarded?
Get off the MSFT train. It's gonna transform itself into a sinking ship
MSFT and META surely did collapse
Sell MSFT or nah? I’m up 24%
Make over 700% on MSFT three month calls. That’s an obvious play when MSFT IS AS AT 350-370s. Look for another obvious play for next three months
Is the MSFT rebound in the room with us now
Will MSFT slump further?
Will $MSFT Continue to dump tomorrow?
Wouldn't be surprised if MSFT is back below 400
What is happening today to MSFT, Meta, UnitedHealth Group and many on S&P 500? How long will it last?
MSFT is back down at 470, is this another obvious buy the dip moment? Market suddenly forget why it brought MSFT from 400 to 500 rapidly?
MSFT is dragging the whole S&P down lol
Bagholding MSFT and META. Thank you
Guess not a soul used Windows today, not a single spreadsheet opened in 2026 & MSFT generates less revenue than SPCX 😪😪😪
Can someone fill me in on why the massive clifford dick candles??? Why tf is META and MSFT down so much???
Did everyone have 8/21 MSFT $500C❓ This fade needs to be studied 🧐
Brutal day to have 80% of my money in MSFT and meta
Any reason why MSFT is down so much today?
RIOT calls, MSFT puts, SPCX calls, nothing is working. help
META MSFT doing Bag7 thing
I noticed the same fucking spreads on MSFT. Option sellers are having a fucking field day
EOW puts for MSFT basically free lol
Go back to 400 MSFT, so i can sell at break even, thanks
MSFT finna go hard during power hour
Jesus, MSFT and AMZN wft?
MSFT and AMZN tradingike ass.
MSFT back to the shitters again
MSFT back to 400 would be a dream I have way more money to put in this time
AQ if GitHub is down because they can’t scale up on AI requests - wtf MSFT is investing all of the $$$ capacity into then ?
Pump MSFT you fucking g piece of shitttt