MSFT

SerMumble

$250 x 52 weeks = $13,000/annual investment Compounding interest averaging 10% for the S&P500 for the next 30 years will give you a final balance of around $2,100,000. GOOGL, MSFT, AMZN, APPL are all strong companies to invest in the short term but in the long term, the top 10 S&P500 typically change to new stocks every decade. You will have to decide the appropriate time to exit, take gains, and pay taxes. If you want a higher concentration in mag7 stocks, adding a tilt into SPMO or QQQM may help in the long term instead of buying individual stocks.

ImthatRootuser

Redards holding MSFT, NFLX, META meanwhile SPCX going up non-stop. 😂

_163

Looks like MSFT is 99.9%, doesn't seem to be true for GOOG though

neotheseventh

> companies like MSFT/GOOG have 99%+ Surely this is not true?

Candid_Consequence94

MSFT calls AMD puts

BarbellPadawan

Definitely not MSFT

Zuko2001

Everything will keep pumping … except for software. I hate MSFT, META and NOW with a passion

Odd_Library_3953

MSFT was green today. I'm scared

Dude_HaHa

I think you're new to this market. Valueations font matter, earnings, revenue etc font matter. Vibes and narrative matters. Exhibit A: MSFT, META Exhibit B: AVGO

Ohlele

Lol...I also dumped 20K into MSFT blindly. But after looking at its chart, I said to myself: Fuck it! 

Ohlele

If i were you, I would continue bag holding MSFT for eternity and forget about SpaceX

tocinoman

I'm gonna do MSFT bagholders a favor and sell upside tomorrow. It will moon as a result because I'm only allowed to lose.

chak2005

To be fair, how many cars has MSFT launched into the asteroid belt?

BarbellPadawan

Probably gonna sell all my MSFT and buy SPCX. The valuation is better.

unexceptiontotherule

SPCX is sucking up all the liquidity in the market. I’m sure MSFT would be up 20% by now otherwise

Pacify_

>This makes Space worth nearly $2.9 TRILLION, less than $100 billion away from surpassing Microsoft. Hahaha, oh man. A company that makes no money is worth as much as MSFT?

Kickboy21

Lets kick piece of shit stock like MSFT off of MAG7 and add in the one and only SPCX

IndependentUsual7444

The only way to save my MSFT calls is for Elon to buy the company

LegitimateChemist415

SPCX has only 4-5% outstanding shares while companies like MSFT/GOOG have 99%+. Its price is way more volatile. Multiplying its share price with the total shares is somewhat misleading at this point

Misaka9615

Well deserved, one of the most undervalued companies in the market. Compared to overvalued trash like MSFT, NVDA, and GOOGL, at least.

Flat-Focus7966

If NVDA, META, AMZN, MSFT, NFLX, AVGO gets even remotely close to their ATH together, it will be a glorious week....

Keiigo

MSFT is like someone going Karthus jungle in season 1. Griefer

stonksf

SPCX up 25% can yall imagine MSFT doing that kind of move lmfao

YumYumAznFood

Probably more MSFT being undervalued as well

GooglySoft

How the fuck did GOOGL and MSFT drop in the last min

Trading_Addict

2000s tech crash is ancient history so it’s important to understand the tech market had zero backbone. Many companies had no earnings, proven business model, and insane valuations. Backbone companies like AAPL,MSFT,NVDA,AMZN,GOOG today all have real solid earnings to hold up the markets in case of a crash.

JefeDiez

Sell META and MSFT before they have 10 red days to counteract the green

After_Club6421

MSFT is a classic DCA company. Buy, buy, buy, buy and one day before you realize it you will be rich.

Candid_Payment_4094

**MSFT Bag Holders Anonymous daily Check-In** > > >*"Hi, my name is* u/throwaway_bag_holder*, and I bought the world's largest software company while the rest of the market printed. I am powerless over my MSFT position and my portfolio has become unmanageable."* > >The first step is admitting you have a problem. The second step is apparently selling, which I will not be doing. > >Meeting adjourned. See you all tomorrow

ZealousidealSector19

I have significant shares and calls in MSFT. I agree, but this market is about hype

Academic_Banana_5659

Figma, Adobe, Meta, MSFT. All companies with good fundimentals but very cheap right now

Deep_Calls_007

I sold MSFT weeklies and bought monthlies. 

Ozqi

What if MSFT had a 20%+ day like SPCX

tonufan

Dumping MSFT to buy the dip on memory stocks was my best decision this year. So much lost opportunity holding that stock since last year.

greenpride32

I entered the workforce during dot com boom. At the time MSFT was already a megacap and amongst the most valuable companies in the world. Had you bought them in the mid 2000's decade you'd have a 16x return before factoring in any dividends. A little later in the decade AAPL iPhone had launched and was clearly the next big thing. This is after the iPod already blew up. You'd 60x your money, again before factoring in dividends. It was also already a megacap at the time. As long as companies keep growing revenue/profit/distributions over time, as both MSFT and AAPL have done, they will keep increasing in value over time. WMT was also a megcap in early 2000's and kept going up in valuation - thought there "multiplier" is not as high/impressive as MSFT/AAPL. Also, SPCX is already the 6th most valuable company on the US stock market. You think you're going to 10, 20, 30x on this stock? At 30x, it would be worth about the same as every other company in the US stock market combined. There is reality, there is ambitious and there is absurdity.

Three_of_a_kind3515

Other spin offs can be cost savings.. MSFT is considering spin off its gaming portion of its business… XBox and all its content as a stand alone company.. cost savings for MSFT.

vermilli21

MSFT is the next trillion dollar company!

st0j3

SPCX out here with a market cap equal to Amazon and approaching MSFT. I’m not saying short it because who knows what happens.. but it should be less than a tenth of its current price.

PrimeTimeRK

More MSFT calls to keep grinding upwards

zxc123zxc123

I think folks focus too much on GOOG/MSFT and their CapX or spending. They wouldn't be doing this if they didn't believe it was a good idea. They had almost a DECADE where they didn't invest nearly as much and instead put it into: * moon-shot projects (deepmind/spacex investment) where they got flack for throwing money into money pits that will never return anything * low return bets (bing/skype/GooglePlus/GoogleExpress) where they got flack for poor use of capx * spending the money reinvesting into their own business. This was sometimes well received but other times not (like right now in this thread btw). I remember when cloud spending was frowned upon. * Massive share buy backs. I remember when folks said it's bad because they were pumping up their own stock prices and paying their execs. * Paying out dividends. I remember when GOOG first announced their dividend and folks were asking if Alphabet had hit peak growth and didn't know how to grow anymore. I'm long both btw. I believe if AI is a massive success then they are the ones least likely to get killed, if AI bubbles they'll win, and if AI bursts they'll be the least likely to go bankrupt. Just like how the MAG5 were borrowing/expanding rapidly under Bush/Obama when rates were low, then crushing competition when rates started going up with Trump 1.0, then borrowed massively during pandemic, were getting huge dividends when Biden/JPow had rates go to 5%, and now still winning with Trump and rates at around 3-4%. The spending on AI infrastructure is actually doing 2 things at the same time. They are both attempting to beat out the others to being the winner in AI but also securing a moat by which others cannot enter the space. Meta is trying to build into AI on both physcial/model end but they lack the hyperscaler cloud services business needed to justify the spending. Apple has fallen behind on the AI LLM model area. It's basically down to Google, Amazon, and Microsoft who are pushing frontier on LLM and building out the AI computation needed to run both their cloud and AI.

Xzlk

My PT Updates: SPCX: 300 MU: 2500 SNDK: 4500 MRVL: 900 MSFT:380

PatrickSebast

Satya Nadella's weird philosophic vague post about AI is making me doubt my long calls on MSFT 😢

isolated-cat

unpopular opinion, SPCX will hit 500 before MSFT

verified-trader

**BanBet Created** ▲ | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **MSFT** | $420.00 (above) | $399.91 | +5.0% | Jun 29, 8:43 PM | *5-day ban if this doesn't hit.*

Sircho

!banbet MSFT 420 2w

Happy-Champion1661

can someone explain to me how is it possible that SPCX will (probably) be worth more than AMZN (-5%) and MSFT (-15%) when it enters the nasdaq100 by fast tracking? how is this legal? why isn't everyone associated with this in jail already? this is actual fraud wtf... If tomorrow SPCX has another +20% day, it will be the 4th most valuable company in the world! And we all perfectly know the reason why...

cgonz15

Is asking for MSFT to go to 450 this week really too much??

Happy-Champion1661

MSFT couldn't even close above 400. Embarassing. SPCX will be worth more by eow.

Happy-Champion1661

I am one of them, but only for long-term. Playing the squeeze until index fund inclusion is not a bad thing at all. I heard someone did the math and this "squeeze" shouldn't work but it's going strong up anyway lol Idk how but at this rate it will be worth more than AMZN and MSFT by eow. LOL

moorhound

| Rank | Company | Total Market Cap | TTM Price-to-Sales (P/S) Ratio | |---|---|---|---| | 1 | Nvidia (NVDA) | $5.13 Trillion | ~ 19.8x | | 2 | Alphabet / Google (GOOGL) | $4.52 Trillion | ~ 10.4x | | 3 | Apple (AAPL) | $4.35 Trillion | ~ 9.6x | | 4 | Microsoft (MSFT) | $2.96 Trillion | ~ 8.6x | | 5 | SpaceX (SPCX) | $2.50 Trillion | ~ 129.5x | | 6 | Taiwan Semiconductor (TSM) | $2.29 Trillion | ~ 9.5x | | 7 | Broadcom (AVGO) | $1.88 Trillion | ~ 14.5x | | 8 | Meta Platforms (META) | $1.52 Trillion | ~ 6.2x | | 9 | Tesla (TSLA) | $1.15 Trillion | ~ 14.8x | | 10 | Amazon (AMZN) | $1.08 Trillion | ~ 3.5x | "The data in this chart indicates that the retardation is terminal. I'm so sorry."

Fantastic-Divide-946

wow MSFT might close green, its a miracle

Snakekekek

The Elon effect somehow. I would never invest because I like to have some sense of logical valuation. The fact spacex had 20B revenue and is valued the same as AMZN or MSFT who post 100B+ net income is bewildering.

ateranol

MSFT really is stairs up, elevator down

weewoowewoooo

Is MSFT just fucking dead? Lmfao

OrangMiskin

Shareholders sue MSFT, that can’t be good for my calls?

Complexity323

Don’t forget trump still holds major software names on IGV - many in congress own NOW, bill ackman leaned into MSFT, palantir getting more government contracts - the recent price action does not define the future

davidbigham

MSFT cant even hold $400. This stock is something else

ImperioRomeno

selling MSFT at a 12% loss might be my next genius move

No_Current3675

I'm pretty sure ED is caused by MSFT

vermilli21

I’m surprise MSFT isn’t red yet LOL

moorhound

| Rank | Company | Total Market Cap | TTM Price-to-Sales (P/S) Ratio | |---|---|---|---| | 1 | Nvidia (NVDA) | $5.13 Trillion | ~ 19.8x | | 2 | Alphabet / Google (GOOGL) | $4.52 Trillion | ~ 10.4x | | 3 | Apple (AAPL) | $4.35 Trillion | ~ 9.6x | | 4 | Microsoft (MSFT) | $2.96 Trillion | ~ 8.6x | | 5 | SpaceX (SPCX) | $2.50 Trillion | ~ 129.5x | | 6 | Taiwan Semiconductor (TSM) | $2.29 Trillion | ~ 9.5x | | 7 | Broadcom (AVGO) | $1.88 Trillion | ~ 14.5x | | 8 | Meta Platforms (META) | $1.52 Trillion | ~ 6.2x | | 9 | Tesla (TSLA) | $1.15 Trillion | ~ 14.8x | | 10 | Amazon (AMZN) | $1.08 Trillion | ~ 3.5x |

bigfan49

When MSFT mun?

prana_fish

lmfao $MSFT shareholders so pissed about the stock price they suing now

FuckleUp

MSFT shareholders sue MSFT so it will drop more? LlllllllooooooolllllllL

Happy-Champion1661

# SPCX will be worth more than AMZN and MSFT by eow LMAO🤌 all of this just to force nasdaq buying it at regarded prices and then it will crash people that allowed fast tracking should be in jail!!!

cgonz15

MSFT end over $400 today pls and ty

oldprecision

Limp MSFT can't hold $400. Disgraceful.

Candid_Payment_4094

I think this was the top for MSFT for this year unfortunately

DoinIt4DaShorteez

So you bought about 40 shares and if you sold $1,500 worth at let's say $100 or higher, you still have around 30 shares worth about $3800. If that is the only investment you're ever going to make, I'd say sell all of it and go into an index fund. But if it's not going to be the only investment you ever make, I'd just let it ride and put any new money into an index fund. If it makes you feel better to take some actual profit, sell 10 or 15 shares and buy an index fund. Congrats on the buy. ETA: saw where you later say you already own MSFT and are eyeing it for potential profits from INTC. I mean you could do worse than that, but I would still hold the INTC.

Brigantius

Seeking Alpha sent me an article that shareholders sue MSFT for being such a useless stock.

Xzlk

It’ll pass AMZN & MSFT imo, then Armageddon when the market tries to find fair value before lockup expires. Them and TSLA probably need to raise cash this year.

weewoowewoooo

SPCX gonna be worth more than MSFT LMFAOOOO

stonksf

MSFT would have been down 3% today if we didn't giga moon

904Funk

MSFT calls for August DRAM shares CDNL shares Three choices right there

Liquidsnake959

I got fkd my MSFT this morning, literally 10 min before it ripped.

Funny-Sprinkles-5674

just delist pos MSFT already

Environmental_Bag778

this day might end where my only loss is fucking MSFT

Keiigo

MSFT losing 400 support and can’t push back above it is pathetic

OkDraft0

When MSFT pamp??

LeBhikariLe

SPCX current market cap is higher than META, and approaching MSFT market cap very rapidly.

-IQ200

Like an abusive ex, I’m coming back for MSFT calls. August $420, pray for me.

Apfelmoes_

I thought today was a good day to buy some MSFT, and it totally was. I expect a modest payout in about 42 years 👍🏻

dvdmovie1

"Does most of the analysis on this sub miss the key point?" The key point is that much more was spent on capex this year than last year and much more will be spent next year. The narrative (and much of the last 5-6 years has been narrative driven in some form or another) of AI is considerable and that's what stocks people want and talk about. People can talk about things like "If MSFT is spending all of its free cash flow on AI data centers and demand doesn't materialize, their stock price is fucked" and it might not be until 2028 until that is realized for all we know. People on here in 2023 were going on about how people should buy PYPL instead of NVDA after the latter had started to run up because "PYPL was cheap and AI isn't going to happen." "capabilities of AI models, their use cases, how much value they are delivering to companies etc." What that looks like is considerably different than it was a year ago and will quite possibly look quite different 6 months from now. We're at the point where the government is suspending access to Anthropic's Fable and Mythos - https://www.anthropic.com/news/fable-mythos-access "Somewhere around 26/27 or so, the mood in Washington will become somber. People will start to viscerally feel what is happening; they will be scared. From the halls of the Pentagon to the backroom Congressional briefings will ring the obvious question, the question on everybody’s minds: do we need an AGI Manhattan Project? Slowly at first, then all at once, it will become clear: this is happening, things are going to get wild, this is the most important challenge for the national security of the United States since the invention of the atomic bomb. In one form or another, the national security state will get very heavily involved. The Project will be the necessary, indeed the only plausible, response." - "SITUATIONAL AWARENESS: The Decade Ahead Leopold Aschenbrenner, June 2024" (https://situational-awareness.ai/)

stonksf

MSFT is such fucking dogshit

OrangMiskin

MSFT already went under $400. Dogshit

Aromatic-Ad-6244

MSFT -> 480, AMZN -> 280, GOOGL -> 400, NVDA -> 235 : pls make it happen daddy market

dynamic-burrito

MSFT calls?

haze_from_deadlock

On the contrary, I own MSFT

moosewithamuffin

MSFT will never see 400 ever again

haze_from_deadlock

MMs making MSFT show "signs of life" like that one Simpsons joke with Mr. Burns and the shock jock

empty-bensen

MSFT about to go below 400 for the rest of the day, isn’t it?

No-Alarm3762

NBIS up 30% in 2 trading days is wild. NBIS and MSFT lowkey were the best dips to buy who would’ve known 

Sandvicheater

As long as MSFT doesn't have its own in house AI like its rivals, the market will continue to shit on stock prices. Barely going up on green days and tanking to red hell on bear days.

Jaysler87

MSFT back on the menu boys. 410!

zephyrs85

Sweet MSFT isn't shitting the bed on good news for once

zangor

Buying MSFT calls when it’s trending up and actually will recover? Nah I’ll pass. I’m only into buying calls when it’s nervously slipping down day after day and there’s no hope.

Ghostehz

My skin is crawling with the intuition to take a loan out and buy MSFT puts. We all know how any bit of green goes for this garbage

ModsBob4Knobs

Thursday Friday inverse h&s on MSFT. Could be a local bottom. If it’s not then I’m going to be a local bottom.

Lade_Sly

Can't wait to sell my MSFT stocks, just waiting to get green and I'm out. This stock is pathetic.

GooglySoft

MSFT is criminal