Reddit Posts
All BS aside, how’s calls on MSFT looking this week?
Me going into earnings week with $5000 in SMCI, MSFT, & AMD calls
Need to practice option trading with paper money
Who’s ready to burn their life savings this week
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
FOMC Week… 1-26-24 SPY/ ES Futures, QQQ/ NQ Futures, 10YR Yield, DXY/ US Dollar and Cl/ Oil Futures Weekly Market Analysis
This is a small dumb little thing but it's HUGE in its Implications - Google Puts Chrome On Windows ARM - Effectively Seeding Chromebooks
Who’s buying MSFT & AMD calls for earnings?
I took too long to move my MSFT stocks and now I don't know if I should wait after the weekend to buy.
Equinix Launching Service for Nvidia's Al Supercomputing Infrastructure to Businesses 🚀
Equinix Launching Service for Nvidia’s Al Supercomputing Infrastructure to Businesses
Wall Street Newsletter S03E06: All-time highs are here. What's next?
Poor Man’s Covered Call What it is, why I’m doing it with $30k worth of MSFT calls , and why you should consider trying it. TLDR at TOP
MSFT has now overtaken AAPL in market cap.
Some predictions for Microsoft, Palantir, AMD, Amazon, Spotify and Tesla.
Is it normal for the index funds to be weighted this heavily by mega caps?
What are your top picks for the top performance stocks for this year?
Epic V Continues to Show How Little Risk Exists
Has anyone seriously looked at Global Foundries [$GFS]
$CBDW News 1606 Corp. CEO Attends Consumer Electronics Show (CES) For Collaboration Meetings
$MSFT has potentially created a "new battery" with AI - Musk / $TSLA Says Interesting
Top 10 S&P 500 companies by market cap weighting since 1980. MSFT is the reining champ for persistence.
The true interpretation of Friday's Jobs Report
A true interpretation of Friday's Jobs Report
Lumen $LUMN Insider & Big Boys Buying Spree Post Dividend Halt, Kate Johnson & Co. Personally Buying the Dip
LUMEN $LUMN INSIDER & BIG BOYS BUYING SPREE POST DIVI HALT, KATE JOHNSON & CO. BACK THE DIP HARD!
And the AI Show Goes On - GPT 4.5 Turbo Leaks - $MSFT - Its Real And Available -https://learn.microsoft.com/en-us/azure/ai-services/openai
Taiwan Semi (TSMC) will be 'back to strong growth in 2024' - JPMorgan (holding small position)
Potential for massive shorts/puts tmrw (Jan 4th) after the release of the Epstein List (likely today after market close, Jan 3rd)?
If Bill Gates is on Jeffrey Epstein’s list is this a great put buying opportunity for MSFT?
Does buying puts on MSFT if Bill Gates is on the Jeffrey Epstein Client List sound like a bad idea?
Does buying puts on MSFT if Bill Gates is on Jeffrey Epstein’s client list sound like a bad idea?
80% on the year for 2023, wonder if Buffet needs a new #2.
80% on the year for 2023, wonder if buffet needs a new #2.
How would you spend $1500 if you regularly forget stocks exist for months at a time? How do you decide which stocks are to be held and which losses cut?
Keep an eye on $MSFT (potential put money making opportunity)
If you had $40k to invest right now, what would you do with it?
The NYTs is suing Microsoft and I think there is a profitability play on their stocks
New York Times sues Microsoft and OpenAI for copyright infringement
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
The commercialization of multimodal models is emerging, Gemini now appears to exceed ChatGPT
Do you ever buy stocks outside of the indexes and Mag 7 near all time highs?
Question regarding this type of Play Option?
The biggest lesson that I've learned in my 10 year investing career.
MSFTs Open Ai will raise funds with valuation of $100B
Mentions
HOOD and MSFT will be the end of me
I am also short 💩 CRWV and just closed out my MSFT short Friday.
its not that simple. most important thing is to decide what stock you want to wheel, juicy premiums on volatile stocks can destroy your account if the underlying stock plummets for whatever reason. You'd ideally want to screen stocks based on its fundamentals, technical and IV elevation. For example, MSFT checks out on all 3 metrics, and unlikely to lag or plummet over the long term, lesser known stocks or non tech sector can really hurt if you endless sell new calls but the underlying keeps going down. Selling calls are also vega sensitive, only sell when premiums are juicy. if capital is strict, you'd be better off with bull put spreads with a strict stop loss.
I believe it. Only now when I started using it to create scripts or code to solve pain points that for various reasons just were not possible or worthwhile to solve in the past did my eyes truly open to how it can totally transform a business. It enables you to scale working the way you want to which is a huge deal. If that results in increased business revenue with no additional headcount that translates into more money to spend on AI which is why I don't think AI (at least foundational companies like Google, MSFT, Amazon, etc...) is anywhere close to being a bubble.
I’m at MSFT at $414. Hurts now but no question will be back
It was a 1 Year LEAPS when I bought MSFT. When do you start rolling?
Agree with you! My cost basis on meta is 600, MSFT 400. Wish I waited till now! Monday morning quarterbacking!
!banbet MSFT 395$ 3w
I hold MSFT personally and FCNTX to pick for me. FCNTX holds a lot of META/GOOG (and is one of the most storied mutual funds in American history). Maybbet DAnoff is wrong (and I think he passes the torch next year)... but over the last 35 years he earned 7,855% (beating the S&P wasn't easy with load).
!banbet MSFT 320 10d
!banbet $ MSFT 320 10d
I’m in at $460 for META and $325 for MSFT. If it crashes next week I might move those prices down $5-$10 but it’s starting to get to a point where you just buy and don’t check back for a year or 2. NVDA $145 and AMZN $170 as well.
MSFT and AAPL. My severance just came in last week, I deployed 30% of it already. Will go for another 20% coming week.
Out of these. Meta, and MSFT. I am it familiar with Meli, and Fico so need to check into those nI wouldn’t consider the other ones personally.
Investors are worried for both AMZN and MSFT that their cash cows will stagnate as AI takes over
I’m at $626 META, and $421 MSFT. Rip.
I have 4 of these, thought I bought in low on all of them and losing my shirt 🤣🤣 Cost basis for each: META - $600 MSFT - $400 ADBE - $290 MELI - $2000 Holding the line but I wish I waited to buy until now. Could be worse, could be better.
I do get what you're saying, and I have a hefty position in MSFT which has been getting hammered hard, but a reddit average for 180 is nuts. Here I am sitting, thinking that I probably don't want to buy it at 130...
No matter what, MSFT will be red. I know that…
Bro. Unload cash and forget about it. For a guy in his 20s this is an awesome sale! I think it'll get worse but there's no guarantees. Buy stuff when it's on sale. I'm about to go balls deep on MSFT
Can’t hurt to own financials and MSFT can be a reasonable point to begin to DCA. I wouldn’t touch AI despite it being the future and all
I’m not using stop loss for 0DTE. I’m entering these trades whether their calls or puts knowing that if I catch the wrong direction I could either be holding them for longer than I’m comfortable or end up with them expiring worthless. The majority of my close to expiration options are indices like QQQ or IWM. I’ve tried MSFT since it has 3x/week expiring options, but have been mostly on the wrong side of those trades.
Yeah okay. Try buying early in a cr ash like now. Let me know how it works out. Do tcom cr ash took 8 years to recover to even. MSFT for example took 17 years to recover.
unprofitable. Priced for future growth expectations, 70% of business is MSFT. If they cut back or spending or reduce dependence stock will tank. Rallied after IPO and is now on a bear channel heading back to reality. https://preview.redd.it/ryyy455zturg1.jpeg?width=3634&format=pjpg&auto=webp&s=a7f0d66a162c0e34521b679810854d387ab820a6
Whos expecting MSFT to fall to 178?
The bubble has already popped. META and MSFT are trading lower than they were 2 years ago and expected to be cut in half from here.
I’ve made a bag with MSFT in the same period riding the upsides.
With Trump it’s a gamble throw and throw The MF lacks logic based discipline. I bought MSFT and some airline I’ll hold until 2027 or 2028.
So you think QQQ is going to 350? Where does that put GOOGL, META, MSFT, AMZN, TESLA, AMD and NVDA?
Don't sell MSFT buy more.
Yes, my MSFT bags need to go up, do it
I know the market will go back up as soon as I sell my red MSFT bags...
My teacher in 1990 civics class: America is great because we have checks and balances. 2026: we’re making America great again by removing checks and balances. Anyways, I bought a MSFT leap that expires in January. Some more MSFT shares, and my portfolio is down 16% from an ATH on March 9 📉
Gamble on MSFT 20% lower than now? So like 280? I’d probably sell a kidney, lol.
Hmm. Not really hedging. I am in defensive stocks like ORLY TJX MCK. For energy I already have FTI. Otherwise just DCA into my indexes and high quality blue chips like GE, LLY, MSFT. Investing isn’t hard. Just need patience. Wars end. Markets don’t.
These weights seem kinda arbitrary, why exactly that distribution? Also, why those companies and not memory, MSFT or anything else? What research have you done, or is it just by "feeling"?
MSFT under $300 soon by this rate
Microsoft is solidly blue chip and a company you hold for long periods of time, but they are a curious blue chip that they keep making good bets with their mountain of cash. The market loves when a big player is on top of the next big wave. So you see some huge rises when they pushed Azure hard and later from their Copilot push. I think if you're savvy with the news and the type of trends they chase you might be able to time some big buy and sell opportunities, but otherwise I wouldn't sweat it much with MSFT. They're currently in course correction mode with Windows and Copilot, but I don't see them going down huge from the AI bubble either.
They don’t need to vanish. The can trade sideways for years. MSFT just erased 3 years of gains
I’m curious to hear your process. What options tools do you use? I’ve been using Claude with usual whale api. So 100 million apple call prints, I run a script that bulls dark pool data and other options that are married to the trade, multi leg, hedge etc. but I’m getting lost in the multi day sauce. I’ll see large buy level on MSFT dark pools, then puts being sold under the cost basis, then again the next day and again the next day. Each looking like an ok entry. If you care to share how I can transition from single day to multi day I’d appreciate the clarity.
SOFI has shady rep and the stock isn’t really cheap, they mostly are very promising companies that haven’t proven themselves yet. No AAPL, AMZN, MSFT? Or if GOOGL, AVGO, TSM get really cheap? XHB and AAL/UAL for a trade? Just maybe some companies that aren’t going anywhere.
MSFT can’t ship anymore. Scrub management.
Pretty dumb take when major companies like MSFT and META are down far more than the overall market.
MSFT rn is the most obvious free money play I've seen in all my years of trading
Yea admittedly I should've trimmed the bad names when I still could. I would be totally fine holding my MSFT, META, and UNH at the prices I got in at. It's the other shit that makes me roll my eyes like LULU and ADBE.
Scam Altman is going to take MSFT down with him
I got in MSFT two days ago and now I’m 3% down Pls save MSFT too
Bros still talking about has been like MSFT _Tranquillo, Tranquillo. No more tears, only sleep_
I have just seen [California’s High-Speed Rail](https://www.reddit.com/r/globalmegaprojects/comments/1knt7pa/californias_128_billion_highspeed_rail_is_it/) costs around [$128 Billion, ](https://www.reddit.com/r/globalmegaprojects/comments/1knt7pa/californias_128_billion_highspeed_rail_is_it/)and people complain about MSFT CapEx spending being too high. I think we are still away from the tip of the bubble.
Yeah, cash looks king rn. I've been making some really good cash on covered calls with my NVDA and MSFT, so I'm holding those premiums liquid for now.
It’s hard to foresee Microsoft losing a grip on something like Windows OS or Office. At least anytime soon. I think people discredit how much of a strangle hold they have there. Sure, some company can deploy AI to try and replicate all of this and maybe even make a better product, but who’s going to buy it? How can they properly market it? It’s like Meta with Facebook. Some Joe Schmoe can make AI slap together a social media website with enough effort and know how. But who’s going to actually use it? Where’s the money and upkeep coming from? There’s an awful lot of avenues that need to be taken at a certain point. The network effect is incredibly sticky. It’s awfully hard to breakthrough massive walls like that. Not to mention people are worried MSFT will be wrecked by AI. Yet they’re spending loads of money on the thing that’s supposedly going to take them out anyway. It’s an ironic dichotomy. They have massive pockets and a fortress of a balance sheet. Copilot might be pretty meh. And spending is definitely elevated. Damned if they do. Damned if they don’t evidently. But it seems like people are losing the forest through the trees.
I bought some QLD and MSFT
As a UNH bag holder I know exactly what you mean. I’d rather be in MSFT at this point 🥲
I don’t see a world where a retailer could even come close to the growth of MSFT and NVDA. What’s your reasoning? It’s not like LULU is countercyclical Walmart and gets smashed compared to NASDAQ annual growth. This may only be the play if AI is a bubble and the bubble burst - and even then it would still underperform the big Mart.
What’s the bottom for MSFT
down $7,465 YTD, up $6,150 since 1/1/25 current positions (updated cost average from CSPs and swing trades) META 17 shares @ $578.54 MSFT 100 shares @ $408.39 RDDT 200 shares @ $135.26 gonna sell a RDDT $135 october CC on monday
It's both. Every AI stock is down dramatically from their peak. MSFT had the worst of both worlds being a proxy for OpenAI and also being a software stock (sort of) - either way way overblown in my opinion on both fronts.
It’s an unsettling and precarious time for software but MSFT ain’t anywhere near dead yet.
It’s an unsettling and precarious time for software but MSFT ain’t anywhere near dead yet.
That’s what I should have done, now I’m in a position that I have it all invested, but as I get paid I been buying down Meta and Microsoft positions, down 7% overall because I had lumped into VOO before the war, but I think some of my individual entries MSFT at 390 and Meta at 593 are still good prices / long term even by end of year, just pissed I didn’t wait for this Friday where I coulda bought my prices down even more
What’s your hesitation for DCAing GOOGL/MSFT? Do you expect them to vanish or crash in the near term?
Prob cause the majority just play SPY and MSFT for some reason.
Exactly. I got some GOOGL and MSFT. I knew that they are solid companies, but I still hesitate to DAC into these. And thus I only DCA into the broad market ETFs. I don't know too much about the stocks that OP own, but DCA into them can be much riskier than DCA into QQQ / VOO.
Down 30% here from ATH. Heavy in NVDA, AMD, PLTR. Throwing money at MSFT but it keeps dropping.
fwd PE MU is like 7. MSFT 20. Fkn absolutely balls-out crazy.
META about to be delisted at this rate, even quicker than MSFT!
I’ve done a bit of both in small amounts. Friday: VOO, MSFT, NVDA, AMZN, REMX, SOFI. Basically as a hedge against my belief that this has a ways to go. For the most part I’m holding on to my cash aside what is now moved into oil and oil calls.
Nothing currently. Just DCAing in MSFT & AMZN
Down 22.94%. I’m only buying RIVN, AMZN, and MSFT at these levels. Every 2 weeks.
How will MSFT be impacted severly if Open AI folds? MSFT has a revenue backlog of 340B excluding OpenAI. Google and Amazon have a revenue backlog of 250B. If Microsoft has lots of free compute ready to be deployed because Open AI goes bankrupt. Do you think the customers waiting in line for compute at Google and Amazon or going to continue waiting or immediatley get what they are asking for by making use of Microsofts compute? If Open AI dissapears tomorrow. Microsoft will deploy its compute for other customers and it will probably still have a revenue backlog.
Was going to say this too. SaaS getting blown out is understandable since they face disruption threat. If I had to bet on the Mag7 or the rest of the SaaS companies (idea is that either AI is overpriced because it doesn't generate value or AI does generate value and will disrupt others like SaaS)? I'd take the Mag7. Nothing against ADBE specifically. I would say the same of CRM or NOW. I'd take MSFT, GOOG, and AMZN of them.
I'm on the same boat mate... But I just wanted to make some money to pay my health insurance premium for a month and bought 50 MSFT to scalp 500 usd... Endedup becoming long term investor hahaha
Do not really get it. To me there is only one company I like better than MSFT. Which is Google. I do not think people are really appreciating that the moat for AI are being set right now and Google, Microsoft and Amazon are the three companies that will be running majority of the AI infrastructure going forward.
MSFT correction isn’t done. I have 345 puts. It’s in its oracle phase. This is what they get for investing in Scam Altman.
The big tech stocks make up a large percentage of VOO - like \~35%. So I put most of my money in VOO, which is more diversified, but I have made some small individual bets on MSFT and AMZN to outperform. I don't expect them to outperform by a huge margin, necessarily.
dont know if i will survive by keep buy dips of MSFT and META
People were talking MSFT invincible here weeks ago.
Indeed. But id ne cautious in determining who will be the winner too quick. Look at how things have evolved in just the past year. But yeah, im buying all dips on MSFT n will be on Amazon as soon as it hits my starting position price. I sold googl on the high n will rebuy if the price is sufficiently discounted during this market correction. Nvidia too but less in weight.
I bought MSFT. Next week I will buy NVIDIA, goog and more MSFT if it keeps dipping.
Actually, at a current P/E of 22, MSFT is at one of its cheapest levels in recent years. Look at [MSFT's P/E in the last 4 years](https://www.stock-table.com/ticker/MSFT/fundamentals?public_uuid=72418151-a606-4b33-90df-30b21a66d4a1&timeframe=annual), it's usually in the 30's. That said, if not for the OpenAI relationship, I would have no qualms with MSFT. OpenAI is burning money so much faster than it can earn, and I'm not convinced OpenAI will be the leader in AI model development in the long-term. If OpenAI folds, MSFT will be impacted severely.
Mostly yes. Sold 12 shares (MSFT isn't my main stock) in December for $492, unfortunately I re-bought them for $412 in 6th february.
MSFT ORCL NOW ADBE SAP CRM SNOW totally destroyed... ADSK
MSFT added. It's getting close (3-4%) to the 2022 lows (homework: check chart for rebound 🤑💪)
Serious question: what do I do with my MSFT 400c expiring Mar19'27$ They are already 10% underwater and I'm scared. Would they even recover if e.g. in 3 months MSFT actually manages to go over $400? Is this even possible?
MSFT is down because it’s a software stock.
So the top holdings in VOO are The top holdings in VOO are NVIDIA, Apple, Microsoft, Amazon, Alphabet, Broadcom, and Meta Why would you buy MSFT, GOOG, and AMZN and buy VOO which own them too ?
Wrote puts on RDDT, MU, GOOG, MSFT, NVDA & AUR (and others, but intending to be assigned on these,) plus added shares of META and MSTR.
I hate this market. Too many conflicting signals. Look at MSFT. Really profitable, beaten down since its ATH, easy buy at these prices. But then you zoom out, it’s not really that battered on the 5 year timeframe, we just had an insane run up since 2022.