Reddit Posts
Largest Wealth Transfer in History: Panicking Funds → Patient Retail
Anthropic sell-side briefing: key disclosures; is expectations mgmt underway?
I think it's time to rebalance my portfolioI should buy some NVIDIA stock
Name a better investor than Jensen Huang's wife.
After trillions of dollars are plucked out of AI stocks where does that money go next? I think I know
The selloff was an overreaction
Stop looking at QQQ and SPX. The AI trade already crashed underneath it.
WoW Forever. the real reason the ai market crashed today. just listen..
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Why the post-midterm AI sell-off is a massive overreaction (Congressional stock disclosures inside)
Microsoft tightens oversight of neocloud data center projects with Nebius, IREN, and CoreWeave
Tax-loss harvest without losing exposure
Am I dum dum or should we not long GOOG/Short MSFT?
We’re in an anti-bubble bubble
How to turn $20,000 into $$216 million with $MSFT in one easy step [time travel involved].
Genuinely scared , NQ could be down nearly 3% by NY OPEN
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
EBAY has outperformed AMZN, GOOG, MSFT and META over the past year
Amazon misses on earnings and holds capex steady, adding to AI spending jitters
So it turns out that a year ago the bears were RIGHT: AI is cannibalizing Google Search
GOOGL: Everyone Was Bullish Yesterday, Now Google Is Suddenly Dead?
Oracle is backing off from cash burning. Will more companies follow?
Anthropic S-1 DD: the $80.7B loss is a mark on Amazon's notes, and Broadcom is backstopping $29B of Anthropic's rack leases
Holding both GOOG and MSFT into Wednesday's earnings: the 3 things I'm actually watching for each
Anthropic S1 - solid Growth. Encouraging direction..But ... Extreme Client Concentration and $450 Billion commits: The hidden operational Debt anchor
Anthropic - solid Growth. Encouraging direction...can they be the Google or SpaceX of the market?
Anthropic S1 - solid Growth. Encouraging direction but what about valuation? Inside Anthropic's Pre-IPO Financials
Anthropic S1 - who is ready to Buy the absolute top of the AI hype cycle. Inside Anthropic's Pre-IPO Financials
Dell is up over 200% in a year while almost everyone actually buying the racks has been getting smoked
DeepSeek just open-sourced its production inference engine (running on Huawei & Nvidia) the exact same day DHS banned it across all US federal supply chains.
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Anthropic's $2 Trillion IPO Could Be the Biggest Insider Cash-Out in History. Don't Be the Sucker Left Holding Silicon Valley's Bags
Forget the distractions, the AI trade hinges on Metas earnings report this week
We have now entered the next phase of the AI super cycle and here are the likely winners and losers
MSFT options collar: Avoiding constructive sale designation and understanding if strategy is sound.
If you had $100k to put into just one stock, what would you pick?
How do you think about holding concentrated positions after big gains?
The AI capex boom is increasingly a bet on AGI, not current economics
Bearish thesis on Microsoft ($MSFT): My DCF model indicates extreme overvaluation due to AI capital intensity. Tear my assumptions apart.
Nasdaq closes at fresh record as tech shares rise and traders look past higher yields
3 ways to invest in OpenAI and Anthropic (pre-IPO)
September: +130k in 10 days. Started trading 0–2DTEs on the 21st
Microsoft - Going Long / Burry is going Short
I Bought MSFT, Betting Against Michael Burry
Dooming on META: The Social Reckoning releases Oct 9th and Zuck wants to dilute you
2-year update 37, blue collar lawn care business owner. $173k then, $248k now. Still aiming for $1M or retire by 45. Posted here two years ago at $173,000 and got a ton of advice, some of it good. Figured I owed an update.
Apple-Microsoft Correlation Analysis and Option Strategy
My Earnings IV crush story on MSFT and sharing October data
Apple and Microsoft Correlation Analyses and Option Strategy
AI Rotation from Harness to Model: How To Play It
$NOK & $MSFT are Bringing Agentic AI Into Telecom Network Operations
Why so little discussion on the capability of AI models in investing subreddits? Isn't it the most important question right now?
$DMGI.V / $DMGGF — why the Christina Lake tenant is probably a real one, and why Canada is the point
44k from META since selling MSFT a month ago
Since selling my MSFT to META I have made $44k, while MSFT and the rest are bleeding
Back to breakeven with MSFT after about 6 months - worth holding?
The Two Trillion Dollar Bottleneck: AI & Energy
Mag 7 already did their 100x (and more). So where does the next trillion-dollar (or multitrillion) company come from?
Simple circular financing explained: it’s only bad if the AI companies being invested in ends up bombing
Is the AI Capex vs. Semi decorrelation a buying op?
Gamers here, do you invest in a game company like Nintendo, Sega, etc?
Why i think AAOI will moon this coming week
Mentions
MSFT patented a way of using idle gpus in consumer hardware for AI training lmao.
META, MSFT & AMZN are defensive stocks now. They will be red when market is green.....
There is drama no doubt. But from investment standpoint, the real question is what is the largest potential material impact to NVDA? NVDA could potentially face some fines, IF they are found guilty of wrongdoing. Given the relatively small size of sales to MegaSpeed, I would imagine the cap on such fines is quite low. It would be a different story if NVDA were to lose 25-30% of revenue due to export ban, and magically somehow 25-30% of revenue went to MegaSpeed and perhaps others, and found it's way to China. With or without Jensen, CUDA isn't going away. I commented in different thread that AAPL/AMZN/MSFT all went on to grow even larger without Jobs, Bezos and Gates. Everyone is replaceable. But CUDA is not immeidately replaceable. Which means NVDA revenue and profit are not taking a hit. It's not as if it's some accounting or consulting firm, and well you don't like the character of the leadership, you'll just acquire equivlent service elsewhere. AI was developed on CUDA platform over past decade. Replacing it now means many steps back before you get to move forward.
Imagine if MSFT, AMZN, and META participated in today's rally haha
If MSFT calls right here ain’t free money idk what is
True, AXP, ISRG, and MSFT are all shitters
Lil rotato potato from mcaps to ai ? Took profits on NVDA right at open today then bought back in after it dipped a few bucks, sitting super pretty on that rn. MSFT short term calls will print soon as well. This weird dip for them coupled with the rotation, it will shoot up above 540+ soon when it shifts back. Regards, a Regard.
Gains is gains brotha, I love me some OTM leaps. Made some good coin in MSFT 600’s a few weeks ago
33% NVDA 33% MSTR 33% MSFT 1% luck
Anthropic is a SaaS company that will kill all other SaaS companies. Including MSFT
AMZN and MSFT need to get with the program
MSFT canceled data center deal with ORCL & DELL Less semi demand next, semi glut, earnings collapse at higher rate, higher inventory
surely it’s MSFT calls tmrw
MSFT canceled data center deal with ORCL & DELL
I knew I should have rotated out of MSFT when I rotated out of AMZN. Oh well.
Closed $MSFT 550c Nov 20 covered calls for 90% profit. Feels good
I remember when MSFT was green on green days and red on red days. 👨🏻🦳
Anthropic put out some sheets thing this morning that convinced everyone Office is going to die again. The usual. But MSFT was so over-extended that it had a lot of room to pull back. It's been just going up for months nonstop.
CEO of MSFT was caught sleeping with Jensen Huang's wife.
There are some people who are full port MSFT and I bet they’re mad today 😡
But is it anthropic that will benefit or someone like MSFT? Where the agent can get context from teams messages, outlook emails, and word documents
MSFT puts or calls? i need one more win today
It's basically flat. Think about your friends with MSFT calls rn
Dick-flattening machine working overtime on MSFT
MSFT is up 50% since June, zoom out regard
MSFT as red as QQQ is green percentagewise. So fucking dumb.
Imagine how high we could be flying if NVDA and MSFT weren’t fuck bags
To think I was about to buy MSFT calls at open 🤡
MSFT always sucks a fat dick
Dam it. MSFT u going the wrong way
So sick seeing QQQ up like 1.6% while MSFT is down -2.6% v v cool love this shit
God fucking dammit MSFT stop ruining a good thing
what happened to MSFT?
**BanBet Lost** — /u/SupraMK4 (0W - 1L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $552.65 → $570.00 | +3.1% | 1w | Lost |
It's just so hard to say what's going on. Remember MSFT was $350 6 months ago, the narratives were so strong about how bad the company was, losing their enterprise contracts to EUs open office suites and how crap chat GPT was etc. Over and over I see sentiment just flipping on a dime and within months nobody remembers what the stories were. Do you really think the big players know THAT much more than the general market? I think they have a better idea than we do about tomorrow, but 3 months on? I really don't think so. Lets put this into perspective. MUs earnings last quarter was only half that of Apple's, and there FCF was even higher. This is unprecedented. I won't tell you it means the cycle is dead, but you can't tell me it's not different this time. What we can say is that risk / reward on some of these stocks is looking pretty dam good. If the p/e's compress any further these companies are just going to buy themselves back in a year or two lol.
I didn't know Veterans hate META. And MSFT.
Why did I fucking go all in MSFT???? FML
MSFT please for the love of god stop being a little bitch
MSFT and AMZN not in today run .
Ok I get why MSFT is drilling, but META? What Zuck did now?
Is MSFT still reacting to Office Suite finally having legitimate competition?
Rip MSFT and AMAZN call holderd
MSFT is drilling because Anthropic is eating their lunch.
Can we keep in mind MSFT is up like 50% in 6 months
MSFT you piece of fucking shit what the fuck
Nice of MSFT to take NVDA's burden.
MSFT, META, and AMZN are holding us back lol
MSFT shutdown deal with Neo Cloud and ORCL too, data center overbuilding than the demand
OMG why r Amazon and MSFT crashing down today?? Did they file bankruptcy??
So MSFT still line down on the Anthropic office risk? Has anyone used the Anthropic tools?
Looks like MSFT is fked by those office news.
Wow buying a MSFT call 15 mins ago was a terrible idea
MSFT doing MSFT things. Classic lol
Fken MSFT being to microslop?
That’s the sentiment I need to full port. Just like MSFT earlier this year
CRWV expects 9b from customers next quarter (debt payment is 850mish). A lot of that is from MSFT.... Microsoft saved tech again? 🤔
So $MSFT dropped cause $ANT released Claude Sheets, Whiteboards and Data?
GOOG, ORCL, MSFT, not sure if u heard of them tho
I’ll be negative on NVDA. It’ll happen. I believe in you Jensen. Happened with MSFT…then I sold later and it hit the 500s. Now im a degenerate!
So they made it so the retail investor doesn't have earlier access to these companies and only venture capital can invest earlier on. Previously you'd have retail investors that bought Apple, MSFT, etc early on and were able to retire with those gains. Seems like now they just want retail to be bag holders for companies like Space X and Anthropic. We're just exit liquidity for the guys on Wall Street and other venture capitalist. It's not as easy now to get those gains unless you take on massive risk. Investing in Google at IPO seems like a much different animal to investing in Anthropic or Open AI IPO
MSFT crash Nadella Russian bot affair confirmed back to 360
MSFT should have been down a lot more today. Saaspocalypse trade seems forever ago.
Yep, bought MSFT bigly at 400 too, papa Jensen is the 🐐
Should have bought calls. Liquidity from NVDA is going to MSFT, INTC and AMD.
Then Anthropic's office suite would basically kill MSFT. It would kill AMZN and every business out there would go under but them. It's the same outcome to what I described.
Then Anthropic's office suite would basically kill MSFT. It would kill AMZN, basically every business out there would go under but them.
I sold off 100k of MSFT yesterday and rebalanced in GOOGL.
Literally people saying it could be the next MSFT in the top comment
shorted MSFT tdy during my 10min work break. Made more money from that than an entire day of work
Wrong way MSFT wrong wayyy
Man, those Anthropic fanboys are like those Apple fanboys were. As soon as Apple shat something out, they were like: "Now it's over for everyone else! Apple is here to disrupt the market!". Surprise, it wasn't. Nokia and Blackberry went belly up. Fair. But no, it won't obliterate MSFT or large parts of it. There's a ton of free alternatives of all the products you mentioned and no, they didn't do that either. Some SaaS stuff will go under, no question. But just because Anthropic shits somethingout, it doesn't mean it is way better or will do something significant. And what do you mean by not buying SaaS companies? Anthropic is basically a SaaS company. I guess you won't buy them either? I hope they (and all the other Tech Bro companies) will hit a wall pretty soon.
Why, that company's debt structure is designed to fail and have their hardware cannibalized by MSFT/SoftBank
NVIDIA shit, MSFT shit, META shit...everyone should come and pump Google
GOOGL and MSFT are gonna buy up all the CRWV data centers when they go out of business and sell access cheap.
>For Anthropic to grow even 50x it's valuation in a couple decades, if would literally need be worth more than the combined market cap of all the S&P 500. This is impossible mathematically. can you actually prove this? like mathematically. idgaf about ANT, and I'm gonna stay away, but when MSFT IPO'ed the whole SP500 was \~2T, and now MSFT is twice that. I checked my math, and that's equal to impossible \* 2
bought at 10:58am sold at 11:38am. pure dumb luck. its all gambling for me but the semblance of logic was MSFT could tank as markets digest NVDA news, particularly that they might have been selling chips to shell companies knowing they're going to China, which is huge. Still red YTD but getting closer
holy MSFT tank. what's going on
That will be changing dramatically very soon. See my comment on agent API revenue growth covering fixed costs and R&D on training models. Plus I hate to burst your bubble, Anthropic was operating cash flow positive by over $6b YTD. I'm in the camp that Anthropic will have near $150b in revenue in 2027. Then likely double that by 2030. I think AI in general will be a trillion dollar revenue market in the next few years. Billions of people will all be directly buying, indirectly using AI paid for by others (AI ads on Google, Meta, etc), or their work will be buying for them likely $20 to $40 per month of AI. It's already 1.5b people and roughly $15.70 per month. So, let's assume 3 billion people x $30 per month = $1,080,000,000,000. My family alone spends about $80 across Meta and Claude. I use maybe another $100 a month at work. It's already profitable in GOOG, META, MSFT, and SPCX. And this is operating profit! What's really facinating is that 86% of people in China are excited by AI. A Gallup style poll had it at 93%. Europeans are on average 55%. Meanwhile in America, that number is 38%. I think it's because of people like you that actually see it as a political issue and can't seem to get their head around it. Or, our terrible educational system. You're just wrong and it's likely because you don't use it and are afraid to. The world will pass you by like you're tied to a pole. Good luck, champ.
I’m trading vibes MSFT looks too high so I picked up some way otm puts
MSFT looking too high we trading on vibes. Picked up some 510 puts for Friday.
$NVDA AI-itself is unstoppable. AI is beyond one company or one CEO or any one country. It’s already rolling so fast around corporations & knowledge transformation, hard to stop. $NVDA CEO, honey trap is just noise, earnings spike big. $MSFT $META $GOOG $QQQ $SPY Santa rally.
$CRWV, spike to 60 $MSFT loaded CRWV contract, even $META https://preview.redd.it/f34u1hj08u0i1.png?width=721&format=png&auto=webp&s=0420399bf6515262af639642657d8118331886ab
Damn MSFT got fucked because of excel
Bro how is MSFT going up by call option won’t fml
CRWV, spike to 60 MSFT loaded CRWV contract after ORCL detachments
AI already stealing everyone else's human labor and hard work, extracting all the value. Makes sense to go after MSFT next lmao: >At an event in San Francisco on Tuesday, Anthropic unveiled new tools for non-technical workers who spend a lot of time attending meetings, brainstorming new ideas, and analyzing metrics: Claude Meetings, Claude Sheets, and Claude Whiteboards. The tools allow for Claude to join a meeting, take notes, lay out ideas on a shared whiteboard, edit spreadsheets alongside employees, or turn a presentation into a one-minute explainer video. The new “Artifacts,” or Anthropic’s version of graphical UI, come two and a half years after Artifacts first debuted, and join existing tools like Claude Docs, Slides, Design and Motion.
MSFT just turned in your favor somewhat
ANT and MSFT doing a human centipede to each other is funniest shit in the episode so far this season!
MSFT rebounding big time!
Can't get any love in the sector with MSFT fucking it all up.