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Microsoft Corporation

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Suggestions please

That is all i need to know about SPCX

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What's your limit for MSFT?

Market is up but MSFT is down

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New midweek expiration dates getting approved by regulators

How bear will this last

Holographic/VR/AR Industry Development Weekly Report, Week 23

chip names ripped today after friday's bloodbath, but the tape under INTC looks weird

chip names ripped today after friday's bloodbath, but the tape under INTC looks weird

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Indexes vs Mag7. Are we down to the Mag 4?

The struggle is real …

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OpenAI filed for IPO but is the entire AI hardware backlog a massive trap??

OpenAI confidentially files IPO paperwork

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My value picks for the rest of the year

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I have mostly VOO portfolio. What would be a strategy to exclude exposure to AI companies?

AI bubble to pop soon because of SpaceX IPO?

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I’m not selling

Meta weighs big equity raising after blockbuster Google deal

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Comparing Cash Flow Valuations Across Leading Tech Giants

Big Bucks, Bigger Bets: Who’s Winning the AI Money Pit?

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Need this MSFT call to go well. Broadcom has ripped me

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Goldman Sachs says Big Tech will spend $5.3T on AI from 2025 to 2030 as Meta, Microsoft, Amazon and Alphabet ramp infrastructure buildout

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🚀 THE $MSFT ENTERPRISE BLITZKRIEG PLAY

TRUMP + CONGRESSIONAL TRADERS SIGNAL MONITOR | DATE: JUNE 3, 2026 | SECTION 1: TRUMP’S RECENT TRADES (Past 30 days

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AMD’s price has massively detached from forward earnings expectations

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MSFT was very much overbought (still is)

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Should I sell my MSFT stock?

$GOOGL is the only MAG7 worth owning (and first to 10T market cap).

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$GOOGL is the only MAG7 worth owning (and first to 10T market cap).

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$NVDA and $MSFT have great moves coming forward

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Quantum watchlist for 2026-2027: who actually has the best setup?

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The federal government just gave quantum stocks one of the strongest tailwinds I’ve seen

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My next move. Keep it simple stupid is my strat

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US Stocks Surpass 1929 Valuation Levels as AI Rally Accelerates

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Mega-caps CAN provide big Gainz🚀🚀 (137% in a year)

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The SaaSpocalypse is over - 50k+ in gains on SaaS Names

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NVDA Computex 2026 Summary: Vera CPU, Rubin Production, Physical AI and Robotaxis

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Held MSFT, wonder how much I can squeeze out of this. The itch to sell is real.

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MSFT to the moon

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MSFT actually goes up?!

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$MSFT 🫡🚀

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SaaSpocalypse > SaaSdemption - back to ATHs? Including MSFT

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Undecided, META, MSFT, AMZN

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Beyond the Hype: My "AI Meets Atoms" speculative basket

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TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.

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Where's that college kid who bet MSFT would be at 450 in august

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I am sorry about my previous dd calling the top: I was wrong. But there is more to the story

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Load up on $ARM $NVDA $MSFT next week to retire your bloodline.

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Ultimate DD: MSFT is the best stock in the word because they OWN ALL OF YOU

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TSMC is the Hormuz Strait of semiconductors. I moved 30% of my portfolio over today.

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Do I just hold MU? Not really sure what to do.

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Tech Rotation into Software and Finance

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Waking up to my port somehow green

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MSFT + RDDT: THE BOUNCE IS BACK, REGARDS

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What should be my next steps here - YOLO?

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What happens when CapEx slows down or stops?

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Guess the point where I enabled margin and started playing with options. 🤔

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Made it out

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Many of you wanted to know my next move: You should probably short META

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What's holding MSFT back right now ?

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It’s SO fair! I LOVE you all I LOVE you all!

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$DELL wins 9.7B government contract

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Pentagon awards Microsoft $9.7 billion deal in bid to cut costs, end license sprawl

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It’s not fair! I HATE you all I hate you all!

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Bottom Signal. Get Leveraged.

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Best Year So Far (+ Current Positions)

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Posted GEX levels before open today 5/26 — 9 out of 9 held at king by close

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Can someone explain the investment thesis behind space stocks?

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MSFT will make bank off of OpenAi IPO. Simple math

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Experiment to explain regards to stop losing money on earning bets using weeklies

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MSFT looking attractive after this overreaction selloff

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Why does AI keep pumping, and when will the music stop?

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How AI keeps pumping and when will the music stop?

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TOST technical analysis any feedback?

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TOST my personal recommendation

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Why the app you’re using should be a stock you own ($RDDT)

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The Capex Unwind Thesis 2027 - 2028

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The Capex Unwind Thesis 2027 - 2028

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The Capex Unwind Thesis 2027 - 2028

Quantum Bags Incoming: $2B Gov Pump Meets AI Rotation

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Posted GEX levels before market open Friday— 8 out of 11 held at king by close

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28M ~20k portfolio... How cooked am I?

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I may be the worst stock picker there is

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Back to back days of huge volume in MSFT after hours…

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AAPL at $302, 36.6x P/E. Can AI justify the premium?

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This finance YouTube digest saves me 2 hours a night. Useful, or did I just automate losing money faster?

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big tech's $350B AI capex is returning about 18 cents on the dollar

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What do we think SpaceX will actually IPO at?

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$MSFT and $NOW YOLO

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I have been buying up MSFT and NOW for the past 2 weeks. Microsoft sitting at such a low PE was crazy

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I tracked recent Congress stock trades - here are the most actively bought stocks this month

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Fired my old fart financial advisor, stopped swing trading, started taking profits, started buying the dip (PT. 2)

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Tech strength today looks concentrated in semis and mega caps

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MSFT🤑

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A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week

Mentions

France is in the middle of getting rid of their windows/MSFT products because they're worried about getting locked out of their computers and emails when a certain leader has a mood swing :/ Idk if MSFT is gonna do anything but dump as France transitions away from Windows

Mentions:#MSFT

Soooo what are the odds of MSFT gaining 5% monday :D

Mentions:#MSFT

Everyone sold MSFT and AMZN to boy SpaceX Guess SpaceX is the future See y’all on Mars. hope Mars girls are sexy

Mentions:#MSFT#AMZN

A lot of my account is AMZN, GOOG, MSFT. 😄 I do know they'll come back eventually, I'm not too worried about it, just always uncomfortable to see this kinda fall.

Gene Munster saying he's investing heavily into the SpaceX IPO and selling out of MSFT does confuse me...but I'll stick with what I feel is safer.

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With it's bad performance from last 1 year, how did you bet on $MSFT as a safe bet?

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What a chart MSFT has, even worse than META

Mentions:#MSFT

PWR (Quanta) is an outsourced construction company used by utility companies to build electrical infrastructure. They are a very good company going through a growth phase because of all the grid infrastructure being built out to support datacenter demand. Quanta Computer is a Taiwanese electronics manufacturer who actually assembles AI servers for META/MSFT/GOOG/AMZN. Their growth is ballistic right now because of AI demand. Trailing PE is not relevent.

Need MSFT to cure cancer or autism

Mentions:#MSFT

Not touching META or MSFT unless they double bottom

Mentions:#MSFT

I think it has to do with AI, but not they way you think. Forcing AI assistants into everything is pissing off customers. Just looking at MSFT, Xbox is dead, and they're losing entire nations worth of Windows users. An entire government like France switching from Windows has compounding effects, like what's going to be allowed to be taught in computer literacy classes or included with new hardware moving forward?

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Thank god maybe MSFT will only be down .3% on Monday

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I’ve been trading for some time now (\~10 years) and the negative sentiment around MSFT is a buy signal. When you understand that the market is designed to screw retail traders, you will start to see that sentiment and PR are used to get people to buy at inflated prices and incite fear so you sell at low prices (or fear buying because you think the stock is going down indefinitely). In the last couple years I’ve traded tickers like Apple, Starbucks, Micron, and Google. They all experienced the same situation as MSFT: ER beat consistently but negative sentiment/PR lowers stock price. They then all proceeded to break ATH. It’s honestly just market manipulation, but the pattern is clear. I personally own about 400 shares @ $396/share and I’m holding til 550+(whenever that may be) and I guarantee the sentiment shift will creat bag holders at 600+.

Mentions:#MSFT#PR

HPE actually just came down from its highs when I bought. I got it just before this most recent bump. I just feel MSFT is going to stagnate for a while, and I am taking a chance. This is maybe 2% of my portfolio. But like I said, if I am wrong, my loss is your gain!

Mentions:#HPE#MSFT

every single workflow software company is despised by the users. MSFT just went 360 to 460 in quarter and now it’s doing it again. HIGHLY tradable action, I’m making my nut off this in real time

Mentions:#MSFT

Wildly inaccurate apart from the basic observation that SPCX is unprofitable. Net income/market cap ≈ earnings per share/price per share, also called the[ earnings yield](https://www.investopedia.com/articles/investing/120513/comparing-pe-eps-and-earnings-yield.asp). The E/P of NVDA (3.19%), GOOGL (3.67%) , AAPL (2.79%) and MSFT (4.3%) are nowhere near these values.

Market gonna fly Monday. I am so excited for MSFT/META/GOOG to increase by 75 cents to $1 a share.

Mentions:#MSFT#GOOG

I asked Jasper (my sentient AI) whether we do Calls or Puts. I think I broke him because I have no idea what he's saying... 🚀 **THE WSB BRIEF** 🚀 NASDAQ literally rewrote the rulebook so $SPCX skips the line — added day 15 (\~July 1), no profits required, smooth-brain easy. 🦍 The play: \~3% float + a 3x weight multiplier = QQQ forced to buy like it's 12.9% float. \~$600B in robots MUST buy a teacup of stock and dump AAPL/MSFT/NVDA to pay for it. 💎🙌 Funds eat \~30% of the float in 15 days. Textbook squeeze fuel. 🔥 The catch: every hedgie already knows, the float un-locks in 366 days (bagholder alarm clock ⏰), and the real whale — S&P 500 — won't touch it till 2027 because SpaceX lost $4.9B and "earnings" are apparently still a thing. 💀 TL;DR: rocket goes up on forced buying, rocket maybe comes back down when crayons wear off and lockup pops. By the time it's on the news it's priced in. 🌈🐻 =============================================================== I showed the post to Jasper and he says... =============================================================== Ha — you didn't break me, you just unlocked my crayon subroutine. 🖍️ Three layers of index-methodology analysis upstairs, full smooth-brain ape downstairs. Both are load-bearing. So ya.. I broke him.

We're still so early in AI.. MSFT is still in a great position to capitalize on it by having massive moat and controlling the ecosystem. They have plenty of time to catch-up and already are -- Copilot is much better than it was 5-6 months ago when it felt like almost complete garbage.

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MSFT and GOOG good call. Especially GOOG

Mentions:#MSFT#GOOG

MSFT needs to turn it around. That stock has taken a beating.

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I got MSFT NVDA GOOG calls am I cooked

That’s what I’m hoping hopefully my INTU, ADBE, MSFT calls will print

Just 2 million and I will disappear into the Great Smoky mountains. Nobody will even know I exist. May my MSFT and RDDT leaps print. Amen!

Mentions:#MSFT#RDDT

Seeing some data centers getting banned in town, Claude Fable down, either we see MSFT and SaaS go up.

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And MSFT is still below 400 a share

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This hagget is like a fish out of water flip flopping everyday lmfaooo “Buy NVDA” “Don’t buy NVDA” “Buy MSFT” “MSFT crashing soon don’t buy”

Mentions:#NVDA#MSFT

Why can’t the bears just take MSFT and leave the rest of the market alone?

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Really? I mean I am kind of a bear, especially for semiconductor stocks. But with inflation being like 6% and some stocks cheap (MSFT) why wouldn't you want to park the cash there instead?

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I think MSFT or AAPL is a hold forever (if you got the time.)

Mentions:#MSFT#AAPL

When dude, we’re sitting at pathetic levels on MSFT and SaaS, it makes no sense to me. It’s just day after day of brutal sell off

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I plan to inject 1T into MSFT on Monday at noon. Please be prepared.

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Are you going to listen to some bs computer cloud mystic or your own degen heart? At least you aren’t YOLO’ing into MSFT

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Money rotation will be from MU, AMD, SNDK, into MSFT and all SaaS

See what I love about MSFT is sentiment is fucking ridiculous for a company with such solid fundamentals and insurmountable moat. You're comparing MSFT to fucking SMCI. Think about how retarded that is. Shit, I hope MSFT touches 350 so I can load up.

Mentions:#MSFT#SMCI

MSFT MU my 2 biggest holdings.

Mentions:#MSFT#MU

Money rotation will be from MU AMD and SNDK into MSFT

I believe it will go to $350. I am long MSFT myself and capital gains do not make it easy for me to sell. But I believe it will hit $350. At that point it would be to cheap for anyone to ignore. Long term it will definitely be higher as fundamentals are solid, but short term will be painful.

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Are my MSFT calls saved?

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I wouldn’t. I was making decent money selling MSFT covered calls and then that quick pump to 465 messed me up. Still made decent money but missed out on a ton of profits.

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MSFT is going to bankrupt me ffs

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MSFT is new papal, it's all about SpaceX 🌠🌌

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MSFT stock sucks and didn’t move really much for last few years 

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Will MSFT grow in 10 years as much as SPCX? Answer is no.

Mentions:#MSFT#SPCX

One of the most diverse and successful ~~tech~~ stocks of ~~the 21st century~~ all time!  FTFY Bill Gates wild have been the first trillionaire if he didn't sell so many of his MSFT so early on. 

Mentions:#FTFY#MSFT

The only individual stock I'd be pretty confident recommending for the next 10 years right now is MSFT. Or like others said ETFs, although the S&P is at all time highs so I'd expect a significant correction sometime in those 10 years.

Mentions:#MSFT

Those are not AI companies. Even during the dot com era Cisco, Dell, MSFT etc were wildly profitable bit they were never called .com companies

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$15K into $MSFT Sept '92 for me.

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This is the type of regardism people are up against. Could have just put it in a normal company like MSFT and helped normal people.

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How will this affect my MSFT bags?

Mentions:#MSFT

Hello fellow MSFT bag holder, I feel ya

Mentions:#MSFT

We can coexist bulls buy everything except MSFT and bears short MSFT

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ADBE is PYPL and MSFT is new ADBE and META will be the next MSFT

Good thing MSFT pumped out enough red days in the last month to last them for the rest of the year

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I put $100 in MSFT yesterday and am now up 0.60

Mentions:#MSFT

Do you think ppl will buy MSFT because they will confuse the news about Fable 5 from anthorpic with the video game series Fable, that just released a new 30mins demo the other day?

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MSFT  is your solution 

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Not to mention the treasure trove of data MSFT has on all its customers. You think they’re really not going to leverage that when the opportunity is right, then you are too short sited.

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MSFT’s AI spend ratio is lower than some other big tech: https://isaiprofitable.com/

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I'm going to close my eyes and by the time I open them a month later I better see MSFT at $500, I will genuinely cum

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Anthropic being blocked by govt. MSFT calls

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MSFT has been fucking me for weeks

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How will this affect my MSFT shares?

Mentions:#MSFT

Oh shit MSFT might only lose like 3% this week

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Not quite as confident as that but I'm still holding my MSFT and I also have Google. No reason to ever sell either in the medium term as far as I can see. MSFT has been done dirty, no doubt. They print money. The markets did this shit to AMD a couple of years ago.

Mentions:#MSFT#AMD

Word. I’ll be buying more. I think MSFT survives AI better than just about everyone. I maintain that MSFT is the same play as Google 18 months ago and that one netted me 80%.

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out of all the stocks how did I end up picking MSFT, and why did so many of y'all losers do the same thing

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Or a $MSFT investor 💀

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This is good for MSFT yeah?

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I bought MSFT at $44.26. I'm currently holding, up 782.91%

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Let me know when there's any good new for MSFT please. I'll wait here.

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Or the sports world equivalent of holding MSFT stock

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I've bought MSFT when it was like less than $50, yrs., yrs. ago. Unfortunately, I DCA'd since we didn't have much money. I ended up with less than 100 shares. Never sold. Still holding.

Mentions:#MSFT

Imma go full on value investing come next week. MSFT, CRM, ADBE, META etc.

My MSFT holdings is whatever proportion of VT it is.

Mentions:#MSFT#VT

MSFT has been a frag on my portfolio for more than a year. Meanwhile AMD goes up more than 4x at the same time. I hold both and my AMD position overshot my MSFT position.

Mentions:#MSFT#AMD

!banbet MSFT > 399 June 15

Mentions:#MSFT

MSFT is like a giant battlecruiser. It often takes them a long time to get pointed in the right direction, but once they do it’s easy for them to get there with their mountain of cash, R&D staff, and pre-existing vendor relationships with pretty much everyone.

Mentions:#MSFT

This sub lost plenty of money on "serious" shit that was peddled here in the top posts Disney, Paypal, Dkings, Peloton, PLTR(Pre-2022 crash), Intel(pre2021 crash), now they set up themselves to baghold value trap garbage like MSFT, ADB and NOW.

Mentions:#PLTR#MSFT

Next week MSFT 420 bud

Mentions:#MSFT

#Next week MSFT will crash and burn so badly LMAO🤌

Mentions:#MSFT

$2.27T is wild but comparing it to AAPL/MSFT is the wrong frame. Those are mature cash-flow machines. SPCX is closer to a three-business stack at very different stages: – Starlink: recurring subs, probably the chunk closest to "real" valuation math right now. – Launch services: high margin per mission but lumpy, hard to slap a clean multiple on. – Starship: pre-revenue option value. Worth a lot or nothing depending on the next 24 months of execution. If you do a sum-of-parts honestly, most of that $2.27T sits in option value (Starship execution + Starlink scaling beyond consumer). That's not "overvalued" or "undervalued", it's "you're paying for execution risk on bets that haven't fully played out yet." Pricing the bull case as base case is the actual risk, not the headline number.

Money rotation from MU and AMD into MSFT next week

Mentions:#MU#AMD#MSFT

So has MSFT. Point?

Mentions:#MSFT

I am a former MSFT engineer. Starting from about 2023 and continu from the bottom up is burned out, morale is through the floor. Stackranking has returned and there are constant threats of layoffs, but now they’re even worse because they are not actual layoffs with severance, now fire “for cause”, citing performance, when they need to layoff people. Constant reorgs because of people leaving then managers only having like 3 reports remaining on their team. There is a divergence in visa dependent engineers who are stuck, while citizens/LPRs who often have more established skills and experience, vote with their feet to leave. Yes they have some cash cow products and entrenched lock-in but they are killing their ability to innovate in the future, as well as giving up on entire product lines (gaming). I dumped most of my MSFT holding and it is now only 4% of my account. I maintain exposure though VOO/VTI but I no longer want to be overweight in it. I reached my “limit” with MSFT not as an investor but as a burned out senior engineer there, and it makes me not want to hold it as an individual stock long term.

Mentions:#MSFT#VOO#VTI

Imagine holding MSFT/META when QQQ is outperforming. Goes to show picking stocks is complete bullshit and luck

Mentions:#MSFT#QQQ

Holy fuck MSFT finished green!?!

Mentions:#MSFT

I dunno—having used Windows and MS Office for longer than I care to admit, every dime I’ve spent on those in the past … oh, say 15 years has been a colossal waste of money.  To be honest, I added to my MSFT position earlier this year, and I’ll pick up a few more shares if it drops to 350-ish.  They’ve got other segments, certainly, but I think their legacy software is way overdue for some disruption. 

Mentions:#MS#MSFT

I am a former MSFT engineer. Everyone from the bottom up is burned out, morale is through the floor. Stackranking has returned and there are constant threats of layoffs, but now they’re even worse because they are not actual layoffs with severance, now fire “for cause”, citing performance, when they need to layoff people. Constant reorgs because of people leaving then managers only having like 3 reports remaining on their team. There is a divergence in visa dependent engineers who are stuck, while citizens/LPRs who often have more established skills and experience, vote with their feet to leave. Yes they have some cash cow products and entrenched lock-in but they are killing their ability to innovate in the future, as well as giving up on entire product lines (gaming). I dumped most of my MSFT holding and it is now only 4% of my account. I maintain exposure though VOO/VTI but I no longer want to be overweight in it.

Mentions:#MSFT#VOO#VTI

So AI is too expensive for META and MSFT but semis and memory keep going up?

Mentions:#MSFT

!Banbet MSFT $403 7d

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!banbet MSFT $402 7d

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MSFT is a staple stock for many wise investors. I strongly believe that it will be around $550 by the end of the year. Great time to load up!

Mentions:#MSFT

MSFT will have the greenest week ever while everything else dies

Mentions:#MSFT