Reddit Posts
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 😂
MU stellar earnings = SOXX ⬇️ MSFT & AAPL bad news = MAGS ⬆️
I'm retarded. Have a feeling this will go down even more.
MSFT, META and AMZN are generational buys right now
Any big balls betting on hyperscalers before the Q2 earnings?
Top stocks hitting 52-Week Highs/Lows - June 25, 2026 📈 📉
POV: You've been buying the MSFT dips for the past months
If you're not buying MSFT/MSFU at these prices what are you even doing?
MSFT and NFLX are cheaper today than April Liberation day last year
Instead of investing in dying companies you get in on one of the Mag-7 at really low value.
Microsoft is now cheaper than the April 2025 Tariff crash, yet TTM EPS is up 30%. Huge bargain
Market rotation is becoming obvious but retail is still stuck in old narratives
Micron earnings strength + current semiconductor exposure in my portfolio
Micron (MU) earnings really changed the mood in my portfolio
Micron Price Target Analysis Part 2
📓 Daily Brief: Theta Gang Goes To Wendy's
Mag 7 selloff: real risk or just oversold panic?
Is it over for $MSFT. Microsoft Office is going the way of Adobe.
AMZN Extremely Undervalued
SpaceX stock tumbles 16.4%, shaving off most IPO gains since debut
What's might be driving todays fall for Hyperscalers like GOOGL META MSFT AMZN
AI is disruptive. Individual companies have never been more volatile. What’s the argument to not just buy indexes?
A concentrated tech portfolio positioned around semis and AI exposure with mixed hedging through options
MSFT around $378. Falling knife or finally reasonable?
What do you think of "forgotten" tech stocks that are past their peak/cultural popularity?
Genuinely what on earth is going on with software right now? This is completely unhinged.
The AI trade is starting to look like a copper trade too
22% down on MSFT calls, scared, should I sell?
I have lost every position I've taken since june started.
$QCLS Photonics = Multi-Bagger Swing Potential: Solving AI Computing & Fundamentally Underpriced
MSFT Dec 2027 400C, who else loaded LEAPs this week?
Got some cash to play - Thinking all tech. Should I buy individual stocks or an ETF?
Reddit mentions for NVDA, GOOG and GME all collapsed 45-66% in one week. One IPO ate the entire conversation.
Does most of the analysis on this sub miss the key point? What can be done to answer the key question?
somehow, MSFT opening tomorrow like
Mentions
Cut your losses and go into something that moves. The worst thing you can do is stay in a bad trade. Get out. If you want safe buy XOM, CVX or JPM you will do much better. MSFT has zero chance of doubling any time soon.
Yeah, of course. Of fucking course MSFT is down pre-market. Why fucking wouldn't it. Fuck my goddamn life dude.
That just depends on how good your eyes are. I can agree with you when it comes to being able to properly allocate, but if you’re emotionally sizing and selling out of every 10% dip just to buy back into the same company, you are not doing the version of your thesis. It’s one thing if you sold out of MSFT at the first -10% and went to a different company instead. It’s another if you sell out at -10% watch it pump 5%, buy back into it, watch it dip 10% sell out, then repeat that cycle. You’re just donating your capital to the market makers. And if you can allocate over those years in that weakness your original investment becomes dwarfed by future contributions and your time to breakeven drops dramatically.
Bro, I think MSFT is literally one of the top 5 companies in the world, but look at it. Down over 20% YTD and like 25-30% from last year's ATH's. Literally everyone has used a windows computer. Everyone has used MS office. Everyone uses websites hosted on Azure. They're literally growing their revenue by double digits which is insane for a mature established company. They have 100's of billions of backlogged Azure demand. And yet they're down that badly. I believe in MSFT. I just don't want to get my ass pounded if they're due for another 10% fall because the market is unhappy with them.
scams am did them dirty , people are just in denial. MSFT legacy business will never recover
I mean sure, if MSFT didn't go all in on AI
IBM is an example of what is to come with MSFT. Use this information how you will.
Bury went long on MSFT
Damn. These Indian CEOs have all stopped delivering. MSFT, IBM, Adobe... Hopefully googl won't shit the bed next
Everyone is always talking about moats like that is the only way to run a business. Software Companies don’t really have moats not in the internet era. Even before AI Google/MSFT could just pay software teams to copy anyone’s product. You acquire customers and you retain them. That is the core of business. Anthropic has found a shit ton of customers and if they keep shipping better models those customers will stick around. They ship expensive models like cable and cheaper models like haiku. Customer usage patterns will evolve but they can also adapt.
My old ass uncle was bragging about investing in MSFT back in the 90’s while we were out on his houseboat for the 4th. Told him he’s a stupid fucking bagholder lmao
#If MSFT has another red day I'mma call cops LMAO🤌
MSFT investors are here for a long time not a good time 🤣
I use *en* dashes quite frequently because I read Strunk & White and an early age. When I type on a keyboard, it gets stylized as an '--'. If I type on the Reddit mobile app, it gets processed into '—'. I personally enver use *em* dashes because I get lazy (namely, three characters instead of two), but despite agreeing that that may be a red flag, personally, I think this is clearly not AI for many reasons: - There are several clear typos that an LLM would not make (i.e. the use of apostrophes in the wrong place for a possessive) - More gratuitous use of commas than an LLM would use - More liberal use of non-standard abbreviations such as OAI - Formatting errors that a LLM would not commit (no space after "GPUs,CPUs". - Use of capitalization for emphasis (LLM would use markdown) - Shifts between somewhat lazy, succinct bullet-point style text to longer-prose (which is natural) - Non-standard formatting such as "100%+". - Initial metrics provided using non-breaking lines instead of bullet points or checkmarks and Xs. Now, I disagree with the OP's bullishness on ORCL, and he clearly took some effort to format his post, which most users do not do. But there's no doubt in mind that this was not written by AI. When most people reflexively say "AI slop", I think heuristically they mean "there are elements of this that are similar to the output of an LLM" without considering all the elements that are not. As for ORCL itself, I think it's reasonable from a forward P/E valuation standpoint and has a lot of upside/growth potential if it ever converts its backlog into real revenues. But it also checks too many of my red flags--insane debt (especially compared to sector peers), negative FCF, highly negative momentum, execution risk, low margins, concentrated risk in single party, history of optimistic forward guidance, and bearish sentiment in the overall sector in general. There's a world in which I think ORCL delivers positive returns, but it's one in which GOOGL, MSFT, and AMZN also do as well with much better risk-adjusted returns, and I'd rather just stay invested in those names with leverage.
I’m going to give a very unpopular opinion here , but with that amount invested (<$1k) there is no point in diversifying. You are honestly better off putting it into one stock that you believe in and has solid fundamentals (I.e. MSFT), deleting the app and coming back in a month. The nerds on here saying “VOO and chill” likely have tens/hundreds of thousands invested, so for them a boring 15% return is very good. 15% of $560 is basically nothing. Now’s the time to take risks, especially when everything is down . Just my 2 cents
I use *en* dashes quite frequently because I read Strunk & White and an early age. When I type on a keyboard, it gets stylized as an '--'. If I type on the Reddit mobile app, it gets processed into '—'. I personally enver use *em* dashes because I get lazy. Personally, this is clearly not AI for many reasons: - There are several clear typos that an LLM would not make (i.e. the use of apostrophes in the wrong place for a possessive) - More gratuitous use of commas than an LLM would use - More liberal use of non-standard abbreviations such as OAI - Formatting errors that a LLM would not commit (no space after "GPUs,CPUs". - Use of capitalization for emphasis (LLM would use markdown) - Shifts between somewhat lazy, succinct bullet-point style text to longer-prose (which is natural) - Non-standard formatting such as "100%+". - Initial metrics provided using non-breaking lines instead of bullet points or checkmarks and Xs. Now, I disagree with the OP's bullishness on ORCL, and he clearly took some effort to format his post, which most users do not do. But there's no doubt in mind that this was not written by AI. When most people reflexively say "AI slop", I think heuristically they mean "there are elements of this that are similar to the output of an LLM" without considering all the elements that are not. As for ORCL itself, I think it's reasonable from a forward P/E valuation standpoint and has a lot of upside/growth potential if it ever converts its backlog into real revenues. But it also checks too many of my red flags--insane debt (especially compared to sector peers), negative FCF, highly negative momentum, execution risk, low margins, concentrated risk in single party, history of optimistic forward guidance, and bearish sentiment in the overall sector in general. There's a world in which I think ORCL delivers positive returns, but it's one in which GOOGL, MSFT, and AMZN also do as well with much better risk-adjusted returns, and I'd rather just stay invested in those names with leverage.
Bro, if you have any interest in owning MSFT long term, now is the time to get in. It is literally 38-39 points from its 52-week lows. It's only down because of the AI money burn there tech companies are going through. If I wanted this long term (I own in it an ETF) I would buy now and forget it. This will most likely split again in the future at some point.
First, make 3 girls at the same money, then put it all in MSFT 😎
i mean UNH took 1 year :P thats not that quick haha Yeah overreactions tend to correct, but depending on how presuasive the new narrative is, ppl are waiting for 'proof' that the issue was fixed, and that comes from new ERs in the next quarters. So could take 3 months, or 6 months or more. META and MSFT for example are still down from their ATH. SaaS, despite showing good growth for 2 quarters, is still down YTD etc. Other dips were faster, last year ASML was down and within 1-2 months it rebounded and then proceeded to double. So it depends, its hard to guess.
What is your highest conviction play ? (outside of MSFT puts)
> The fact that these companies are now renting out capacity is telling. That is effectively the hyperscaling business. AMZN and MSFT have been doing this for 15 years on CPU based compute. For AI, it's just a shift to GPU baesd compute. The business is so lucrative that GOOGL and ORCL also joined it.
You could've just said you invest in MSFT so we would know youre an incel instead of writing all that.
deep ITM leaps on MSFT and rolls into SPCX at $80
In fairness, that's a separate problem as I think people just missed how bad the hyperscaler rotation was going to be because of CapEx (I thik Google's the only one that has somehow made any significant money since then). Also, it was way more of a slow bleed with MSFT. But yeah, I'd always be open to what seems like overkill at first being more of an early sign of problems.
I’m holding the shares I have and if it consolidates here will slowly add for a longterm position. I like the company’s plans and the exposure to quantum. MSFT on dips still, though, as well, so split 2:1 in Microsoft’s favor.
MSFT run coming soon. I feel it in my balls
One day MSFT will go back to $440s 🥹
Agreed. Like META or MSFT rn.... my personal prediction: SPY QQQ drop 2% on Friday while NFLX pops 15% on earnings. They will get revenue and user growth beats.
U cant compare MSFT to IBM bruh
fucking MSFT position has paid me less than a savings account. This turd has married theta.
ORCL OCI has always been far behind the bigger hyperscalers, AMZN and MSFT and third place GOOGL. As such they don't have the cash flow and cushion for the AI capex spend the others enjoy. I think their short term future success depends on how Stargate does. Assuming that pans out, it will be some 35%+ top line growth. But it seems anything tied to OpenAI these days is out of favor (MSFT) as Anthropic has taken the lead in revenue.
MSFT about to give bers the business 🏏💥👖
Good Luck. I have some MSFT shares, but not like this lol
Instead of sending people to jail we should force convicted criminals to invest all their money in MSFT. That way they can get tortured watching their portfolios bleed while the market moons.
Am i reading this right, you shorted MSFT & IBM?
If MSFT pulls and IBM, I’m gonna be wiped out.
MSFT is what you buy to protect your port when you feel a red day coming
MSFT and NFLX are much more expensive than ORCL. I like both of those names though.
Well that's kind of the issue right? The whole software thing. Don't get me wrong, I think the risk / reward is pretty good at this price but it's not like I'm gonna full port into a falling knife. That's what I have NFLX for. And MSFT. And ISRG. And and and and
I hold some MSFT and GOOGL so it's become a daily ritual to open the app and curse a bit. Makes me relaxed.
If MSFT doesn’t take off, I’ll be camped behind Wendy’s wearing fleece Cookie Monster pajama bottoms.
IBM, ORCL, MSFT. Plus OpenAI and all the Neoclouds. All of them are paying for the AI party (for now).
Are they in direct competition? Why would MSFT attempt a deal with them if that’s true?
Am I a regard sitting on MSFT calls?
MSFT got me feeling like shit man.
You are confusing a price drop with a bargain value. If it dropped 19% from an absurdly overvalued peak it isn't a steal. It's just cheaper, but still overvalued. At $385, you are still speculating on growth rather than investing with a margin of safety. P/E Ratio is based on peak, AI-boosted trailing earnings. Look at the average earnings of the past 7 to 10 years. On a normalized historical basis I'm sure it's much higher than 22. Price-to-Book is 6.9. Your $10k is buying intangible future promises, not hard equity. Dumping your $10k cash cushion into a single stock at these multiples because of a chart pattern is a gamble. MSFT is great but at this price lacks a margin of safety. That's all I know. I'd diversify if I were you.
Both IBM and MSFT CEOs are \*Brahmins that are superior to you
Nadella is a racist who hates American workers. MSFT needs a new ceo if it wants to survive
I unloaded a few calls today, opportunity cost… may buy a meta call or two. Hope I haven’t missed the run (made a little with shares but i shouldn’t have thrown so much into MSFT).
Both IBM and MSFT CEOs are indian LMAO
Might rage sell my MSFT because Excel sucks open ass.
Holy shit. MSFT baggies might be worse than apes. The cope is crazy.
You really should wait like ar least a month before doing this We've had a lot of examples in the past year about how being overeager on buying the dip is a painful mistake. UNH, MSFT, ORCL, just to name a few
Spy green, MU mega green, MSFT red. Everything is back on track
I was going to say that MSFT is the shittiest stock to ever live but then I remembered that ORCL exists
I really think MSFT is undervalued. I bought ITM 2027 calls too.
Everythime i think about MSFT my fucking blood boils. i seriosuly cant belive that after 6 months i cant break even.
Imagine hating money so much you actually buy MSFT . Couldn’t be me 😢
**BanBet Lost** — /u/DipSniper69 (1W - 2L, 33%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **MSFT** ▲ | $384.37 → $400.00 | +4.1% | 5d | Lost |
MSFT is the better buy no question but i wouldn't buy unless your time horizon was 2 years minimum
Is ORCL or MSFT a buy for overnight?
It's always MSFT considering the other is just strategy now
Wondering is this NBIS dip a good buying opportunity or this sell off is more long term and structural. Don’t want to end up in an oracle (or even MSFT) situation here. I wonder how serious meta is with this neocloud service.
ORCL, IBM, and MSFT are screaming “buy me.” I’d YOLO my entire account into them… if my account hadn’t already YOLO’d itself into oblivion. So instead I’m just sitting here watching the drill and pretending it’s part of the strategy
Here is the schedule for tomorrow: \- KOSPI fucked up again. \- MSFT green pre-market. \- Everything else dumped.
already in both lol. Bought back NOW, ADBE, and added some MSFT, might add more as it goes down.
MSFT basically there right now. I’d buy back NOW too, I meant more like take Msft profits over 425 & NOW over 125
MSFT red market green. World is healing
Does MSFT have ORCL exposure ?
The ultimate port: IBM, MSFT, ORCL and SPCX. Cant go wrong right? ...Right....?
always wait 3 days when a blue chip shits itself on earnings cuz they drop wont be a one day thing, especially if its a giant drop (and 25% is massive massive, could be 1-3 weeks of daily dropping until it finds a bottom: see UNH, META last year, MSFT etc etc)
Same people that buy MSFT will buy IBM after today so its destined to keep going down
MSFT should trade as an ADR stock at this point
MSFT at 85 with their AI spend is a bet on Azure growth, not value. If you believe AI compute demand keeps exploding, it's fine. If you think the capex cycle peaks soon, wait.
$IBM still make big revenue than any hyped stocks. $IBM market cap now 200 Billion. Still $IBM has higher revenue compared to to $CSCO $AMD $AMAT $SNDK $PLTR $IBM pushing AI \& Quantum, spending is common and make Tax write up, instead of paying Tax, spend for growth. $META $NVDA $MSFT $GOOG $AMZN all did that. Options Algo Scam IBM today
Apple and MSFT, get in the car you fucking losers, we're going to all time high and we need both of your stock to go green
buddy MSFT's business already is selling compute
Why MSFT keeps donating its market cap to semiconductor companies through its CapEx spending, I really dont know. Do they enjoy the slow bleed? Just do the META thing and say fuck AI, were selling our compute. The market will probably go nuts about it.
This. This is why MSFT is undervalued, because every Fortune 500 company is going to continue using Excel and Word and Outlook because the switching costs are so high! So also agree on this with IBM
So the talk of MSFT, META, and other large companies pulling back on AI spend because tokens are too expensive is just noise?
#We know two things for certain: sun will rise every morning and he will TACO ever tuesday. Also MSFT will be red every day. LMAO🤌
I would never invest in this shit ever. Don't talk to me about valuation. Invest in MSFT instead. (or anything else)
MSFT is definitely ending today green isn’t it? Anyone grab ODTE calls?
MSFT has entered the chat. Come join the mag7.
Microsoft teams has been less buggy lately. Ngl I think they actually improved their product for once. Puts on $MSFT
MSFT is such dog shit
Calls on MSFT because it will then announce more layoffs
Since MSFT inverse the entire market. I need this
MSFT red, the world is good again bros
Fk Koreans are stealing our money! Stop pumping skhy please. Pump American made MSFT
$400k NVDA $210k GOOG $100k AMZN $95k AMZN $12k MSFT 410c 8/21
hahahaha bye bye MSFT you piece of shit
MSFT getting dumped by IBM is bs
#Another green day where MSFT is drilling. How fucking original. LMAO🤌