Reddit Posts
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
moomoo earnings plays, how I'm using unusual activity this season
Fellow MSFT holders, are we holding long-term or selling anytime soon?
Is anyone able to explain this drop the past few days? Are stocks like MSFT, GOOGL, and AAPL what we should be buying now?
My wife and kids said they wanted to ride rollercoasters. I said we have that at home on my phone!
Built a free all-in-one tracker for institutional and congressional options flow
AI capex is massive but where's the free cash flow? This earnings week is the real test
I built a stock screener and ran the Buffett 5 pillars ratios through every company in the UK, US and Europe and only 19 passed out of 850.
Introduction to Hyperscalers: Scaling a Doghouse to Build a Cathedral
Question: Why Do Individual Stocks Move in Tandem w/ Others?
34% of the S&P is 10 stocks making the same bet. We're basically all in a leveraged ETF with extra steps.
I model dealer gamma daily. Right now all three big index ETFs are negative-gamma below their flip,
Built the Free All-in-One Smart-Money Tracker
I gonna sell these stocks and they will fly, based on recent data.
IBM's 25% one-day crash: the mechanism (customers front-running memory prices out of a fixed IT budget) matters more than the headline miss)
Stop buying my position and crashing it 🤬😡
Built the Free All-in-One Smart-Money Tracker
Azure +39%, AI revenue +123%, 4th st. beat — stock down 30%. The market has decided capex is sin...
Trimming a +20% semi position to build a defensive sleeve?
Chat will these print? MSFT 12/18 $400C
MSFT Bear Call Spread, 96% PoP but risking 10x the credit — sanity check?
Got $10k saved up. Is MSFT at $385 an absolute steal right now?
If hyperscalers like MSFT, ORCL, META, AMZN, etc are down 30-40% semi conductor stocks can’t continue to go up! Says JPM’s Chairman of an investment Strategy Michael Cembalest.
$450,000 USD on MSFT + NFLX. Funded entirely by META profits 🥳
Hands down, MSFT is the worst fucking investment I have ever owned
my MSFT LEAPS exposure as of July 9, 2026
Broker's fees aside, which would be better, buying etf or the individual stocks at the same ratio?
Liquidated all positions: Sitting on $1.2M cash for a 2026 macro restart. How would you deploy this for the next decade?
I have currently sold all my stocks and have $1.2 million in cash on hand. I would like to purchase a new batch of stocks to hold for the lo
MSFT update – holding the bounce, but still under pressure
Microsoft's $2.5B bet might solve AI's biggest enterprise problem
Weighing MSFT plays, straight shares or a long call
The AI capex numbers are getting hard to ignore, but I can’t tell what the market is missing
The move of $MSFT into physical AI is a transformation that warrants a buy!!
MSFT - Bearish Cup & Handle Pattern - Next $342.
Almost lost everything. I promise not to be stupid again…for now 😂
Mentions
Chat, who will we hate on now, and take pre-market cues from, now that MSFT is a boss?
MSFT most valuable company incoming.
With every dollar MSFT goes up when I sold my $365 9/18 call at $399, the noose gets a lil tighter 🤪🤪🤪
Become more degenerate! Most of the time it sucks but a couple of times a year it feels good, I did a 10x on a single way OTM MSFT put a couple months back.
MSFT is inverse SPY. the markets are not outside of 🏳️🌈🐻 territory. dump it.
Take the market, but please leave MSFT alone, thank you
I put the rest into AMZN and MSFT puts :D
**BanBet Lost** — /u/NotPapaElon (0W - 2L, 0%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▼ | $389.73 → $370.00 | -5.1% | 2w | Lost |
MSFT is starting its next bull run, this is an investing error. Sure, we're due for a brief market correction, but this would be a stock to stay invested in the next couple of years, it's been hovering at the 2-year value for >12 months.
Come on MSFT… u need to be go macrohard mode again
My biggest position is all world ETF and MSFT was a significant part of my portfolio. But I just couldn’t stand that in 2 years time it barely moved. Yes of course 2 years isn’t long, but there were better plays
GOOGL and AMZN bending MSFT over
Appl and MSFT moving $500 billion in a day
Time for DRAM to send their money back to daddy GOOG, MSFT and AMZN
Market realizing they got it wrong after giving MSFT and Amazon a +15% gain! GOOG deserve +15% too!
So let me get thgis right. GOOGL up 4.5%, AMZN up 15%, MSFT up a %, AMD up %, META up %, but SPX is red.
Just buy MSFT GOOG AMZN and chill
MSFT pumps 15% in one night and you regards are freak out over a 1% dump? MSFT TILL I DIE.
Current positions GOOG AMZN MSFT AVGO INTC to the moon baby
Googl taking MSFT's place as the reverse market Mag7
AMZN rising at market open like MSFT was too obvious that I didn’t do it
GREAT NEWS. MSFT is going down!
I have been buying and holding MSFT for \~ 10 years now. These narrative shifts happen every so often and they have only ever presented me with buying opportunities. The same exact thing happened with Alphabet and it will happen again because a lot of people are not psychologically equipped to invest in single stocks or even be in the stock market in the first place.
I regret that I only bought $25000 worth of MSFT stonks 3 weeks ago.
It’s because I cashed my calls yesterday so MSFT knew there was nothing to live for…
selling all MSFT before sub 400
Come on we really thought MSFT earnings were what would get us back on track ? 😆
Money rotate into MSFT from overpriced semis
As long as my MSFT AMZN and GOOG are green its okau
My only regret is that I didn't take out loans to buy more MSFT under 400
MSFT cialis still working
lets go team MSFT and GOOG!!
People calling the end of the world as SPY AMZN MSFT GOOG NVDA are all green. Lmao never change you magnificent retards.
dawg MSFT just keeps goijng
**BanBet Won** — /u/BaronOfIce (1W - 1L, 50%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $396.50 → $460.00 | +16.0% | 2d 22h | Won |
‘So far doing ok’. ‘Missed MSFT’. Holy shit, are you inevitably going to get brutalized!
This whole week has been fanatically fucked up. Korea and Leopold and RDDT and MSFT and AAPL. No one's behaving like they're supposed to.
MSFT got that retard strength right now
Its sad that Amazon earnings couldn't pull the markets up unlike how MSFT earnings pulled up the entire market yesterday
How were you not gonna buy MSFT in the 300’s
Life rn as a MSFT and GOOG holder: ☀️✨🌈🌌🎼
how did MSFT pull an uno reverse and everything else is in the shit?
MSFT has a big ass gap to fill. Just saying…
MSFT unreal comeback. Praise be to
$MSFT worse cash flow than $AAPL
MSFT 16% yesterday absolute insanity
Yeah like MSFT can keep another +2% day after the historic run from yesterday lol. This market will spin around regards so fast they won’t know which way is up.
MSFT please break 460 and close above
Maybe sell some far OTM MSFT diagonals today.
The market has always been nuts, but this earnings season seems particularly bonkers. Has AI just taken over trading or something? RDDT opens \~20% down, AAPL down 10% both on amazing reports...a day after MSFT jumps almost 20%? WTF is going on here? These moves are wildly out of the norm.
Is it healthy for MSFT to pop 16% and AMZN to pop 12%?
AAPL has acted like a hedge against the mag 7 for quite some time (aapl goes up when MSFT, Google, etc go down and vice versa) but yeah forward guidance sucks
The difference was that MSFT was already undervalued by 30% because it's been dropping all year... GOOG wasn't, they're having their reset now.
$AAPL is AI bear, $META is AI retard $AMZN $MSFT are AI chads $GOOG is also AI chad but victim of Ken Griffey Jr stop-loss hunt
MSFT really trying to kill options holders with that 0.00% flat open
GOOGL's P/E valuation has now fallen to 16-17x. Am I regarded to think this is cheap af? MSFT is 22-25x.
No More red days for MSFT
MSFT just gonna edge 450 all day again?
MSFT just gonna edge 450 all day again?
Even MSFT going up can't save SAAS from DRAM
What does MSFT hit today
Same reason MSFT did? AWS and Azure go brrrrrrrrr
Amazon’s gains should have been Google’s. I will still make money but I’m just saying Google should be at 450 if Amazon is at 260 and MSFT is over 400
I meant MSFT earnings was a big factor in my decision to go on a shopping spree. I bought after hours during / toward the end of their earnings call, some stonks were bouncing already. I saw semi stocks getting a solid bid and jumped in
I never doubted you MSFT Except for like every fucking day since Christmas
I almost thought MSFT up 9% pre-market was too expensive yesterday and I'm glad I didn't. This morning I am saying AMZN is not too expensive up 11% pre-market. Let's see if I'm right two days in a row for the first time ever
Does this mean MSFT being green is no longer an indicator to buy puts
Suddenly everyone wants MSFT and AAPL is being shunned. Bizarro world.
MSFT back to being QQQ hedge after saving QQQ
I'm so glad the only 2 stocks I held this week were 1500 shares of $MSFT and 1400 shares of $Amzn Lets goooo!!
I was between betting on META and MSFT but you already know where I am going with this...
It likely got piggyback reaction from MSFT just like INTC and HPE a while back
Why MSFT sucking asshole?
Yes that is the record. MSFT market cap gain. It's funny how the post is so wrong we see SanDisk moving hundreds of dollars every single day for 2 months straight
It’s not a very real risk in my mind, it is more likely than not will be the case, especially Open AI. How are you the founder of the AI movement and you still haven’t IPO’d? MSFT lets you go as an exclusive partner. They ask the Trump administration if they would take a 5% stake. They are desperate and it is very obvious they are in a position of weakness. There is one big difference here. Google has $40 billion of off balance sheet obligations. Microsoft and Amazon have over $300 billion each. Oracle and Meta, you don’t even want to know. So if this scenario plays out, they will obliterate the entire AI bull market pulling everything down with them including suppliers, chip makers, their own investors, and most likely the market itself. However, how fast can they move to refill FCF based on very little capital spend? Think about the businesses Google owns and the very little incremental cost to increase profits in their businesses. Buffett even backstopped part of the $80 billion equity raise. You buy the AI toll booth that will most likely win in a long drawn out capital intensive infrastructure war- the game the hyperscalers don’t want to probably be playing. See everyone at the finish line.
Funny how you got downvoted for being correct. MSFT record is largest market cap gain. These ai posts be writing 10 paragraphs about literally nothing
Oh MSFT stocks jumps $50 and it's the largest dollar jump ever? How about SanDisk jumping 100 per day? It's the largest market cap gain. Ai really be writing 10 paragraphs about nothing
You make a very valid point. So let’s explore this. What is MSFTs real economic capex and liability exposure this year? $200 billion or whatever Amy Hood said? No, it’s more like $500 billion. Wait WHAT! ? Microsoft has over $329 billlion in off balance sheet lease obligations. That number increased by over $230 billion in one year from FT25. Additionally they have some take it or pay obligations for memory and other items. Now why does that matter? Because based on GAAP accounting rules, you don’t recognize a liability until the lease is signed and operational. But the economic reality is you have to pay for a lease you sign and promise to use. Work is being done based on their RPO to get things up to speed so when the lease starts, they are ready to go. So while it appears their NOI is worth applauding, it is masked by chicanery that is perfectly legal but not very practical to give you a good picture of their exposure. They also shifted their leases from 10 years to 25 years by moving them from finance to capital. This isn’t illegal either, but it extends the useful life and also masks ROI by making it appear higher when in reality, they still owe the same amount regardless but will report it in smaller pieces. So how does that come back to what you said. If Open AI is not profitable and exhausts investor patience and borrowing power, they can’t pay something they don’t have actual money to pay. This crushes the most valuable part of MSFT’s RPO because frontier lab workloads are highly profitable and have the highest growth profile. MSFT however has very strong credit, so they will still be on the hook for their leases whether Open AI bombs or not.
MSFT earning had nothing to do with FOMC. If earnings were negative, the market would had tanked. AI demand has always been there yet the memory stocks had declined significantly from their ATH Given you had no insider information on MSFT earning, how did you buy at the best time since whole last week of decline. Even SPY is up now
MSFT back to red. Might be a good day
Tbh all the hedge funds that were dumping MSFT and AMZN too. Those guys think they know better than the best CEOs in the world who have most data available to them to make the right decision.
The capex gap everyone's treating as MSFT-good, GOOG-questionable flips completely if that spend converts to cloud revenue. High capex only becomes a problem when it doesn't show up as growth a couple quarters later. So the real tell isn't who spent less this quarter, it's whose spending actually turns into revenue, and you can't see that yet. Honestly as a which-do-I-buy, they're close enough that it's more about which risk you'd rather hold than which is 'better.' Wouldn't read too much into an earnings-week snapshot.
AAPL was anti CAPEX trade. GOOG MSFT AMZN have just proven that AI is real
I cried when MSFT saved my ass yesterday, so I am staying out of this casino until the dust is settled.
Holy fuck I just saw the MSFT pre-market chat, never seen something so flat since my ex
MSFT red its over boys
Man, I made 20% return during this short crash just by buying MSFT and NOW. You may be right, you may be wrong. I will wait for confirmation before anything else.
AAPL was anti AI CAPEX trade. GOOG MSFT AMZN have just proven AI is real
MSFT, Cisco, Intel and Oracle were in the top 10 of Nasdaq 100 during dotcom and were reporting decent earnings. This argument that "but the companies were unprofitable back then" is so verifiably wrong.
AI is actually profitable, as proven by MSFT and AMZN. Dot Com companies weren’t profitable in 1999
Watch MSFT go back to being dumped with all the SaaS stocks
Not to mention long'd MSFT, long'd MELI, shorted PLTR, shorted CAT.. His Nvidia shorts and his LULU longs are like his only big two bad calls lately. He's actually kind of on a roll.
MSFT saved the market and now is shitting alone lmao
Brother you buy value traps LOL Nflx and MSFT you know nothing. Cyclic companies had max 55% margins, MU has 86% margins making 50 billion next quarter. Every big company has concentration thats just how it works eventually with disruptive technologies. Not going to read more of your post.
My MSFT LEAPS I bought a couple of months ago, after this bumper spike, are now only down 25% 😢
You should be up on MSFT yeh?