MSFT

Nerfarean

MSFT +20%. Just because I sold

axewoodsman

Why? What's the reason for MSFT to go up?

Possible-Material693

Can’t wait to make so much money in MSFT next week

drakilian

100k-> 150k I should have had more tbh but I was a greedy bitch and thought MSFT would take longer to start recovering

Ohlele

I am suspecting that MSFT will be red on Monday. 

Moepenmoes

Had a pre-skinned cucumber which was 10 days past expiry date and I didn't trust it anymore since it turned dark and wet so I baked it just in case before eating it. What I've learned: 1. Baked cucumber is disgusting 2. I already feel like I've given myself food poisoning and that the baking wasn't enough 3. At least holding my MSFT bags bought at 360 is preventing my weekend from getting ruined by this Thank you for your attention to this matter.

Hungry-Kick1389

Serious response: it doesn’t really matter whether you buy the Rolex submariner or not. But make sure your other life items are taken care of. What does your income and investments look like. Are you diversified now in your portfolio, or are you just going to gamble that few hundred K back into options and stock trading. If you want a little bit of both, buy 100 shares of something like MSFT or GOOGL (or both) and sell covered calls on strong performance days

M43210

I wondered the same thing and just came to the conclusion that my stock portfolio is really for retirement. I live within the means of my earnings and only invest money above that. So until I retire, I wouldn’t cash out, I would just buy less stock if I had other purchase plans (vacations, cars, etc). My retirement age will be dictated by the level of standard of living I choose and how big my portfolio gets. Retire now and safely make $100 k/year or keep working 10 more years to safely make $250k/y in retirement sort of thing. Until then, no cashing stocks for non investments. If I see a really good investment opportunity, I will sell stock to buy that. Or if I think certain fluctuations have obvious reasons and can take some advantage I’ll act on that. Like during COVID, with the demand drop and OPEC battles oil prices bottomed out. It was worth buying a lot of oil stock. Oil rebounded well but with the Iran war hit crazy highs while MSFT plunged. So it made sense to take sell oil and buy MSFT assuming oil would drop substantially within a couple of years at most and MSFT would gain. I’ll buy back into oil when/if it drops more and hold long term. I would also sell a position completely if it seemed the company really went off in the wrong direction. I also don’t think too much diversification is good early on. Diversification limits gains and losses. I want higher risk/reward until I depend on the stocks for income. So I keep most money in a few of the big global stocks while they’re still on the forefront of their category, I watch them closely and make changes if I think obvious temporary things are making big price impacts, I hope I get lucky and reach a bigger than expected portfolio sooner so I can retire really comfortably sooner, and until then I grind away.

NotGucci

>Scoop: First Windows PCs powered by Nvidia chips to debut next week https://www.axios.com/2026/05/30/nvidia-microsoft-pcs-ai-surface-dell Bullish for NVDA IMO. We got INTL, AMD, QCOM, and now NVDA. But also bullish for MSFT.

Coloradospruce33

Loaded up with MSFT calls. Exp. dates and strikes randomly chosen by my dog. Bring it on.

Ujmnhy152

MSFT is either going back down to $410 or to $500 next week

LuolaLogarius

I’m just tired of everyone doing well on these flier stocks while I’m mid. Literally picked up MSFT at 397 on dip then sold around 415 because I was happy and don’t like MSFT. I had a plan and didn’t follow my own plan to sell at current level or higher. I’ve been hating myself so much. Was eyeing MU and CCJ back when both were so cheap and just never pulled the trigger. Can’t stand the guy in the mirror right now.

kalaid0s

This makes me want to buy even more $MSFT

Glum_Blueberry_2385

I personally would trim down your losers, stuff over like -10% unless you firmly believe it will go up. And i also like to trim down my not so big winners like META and MSFT since i think i could get a stronger position.

Legendary-Lemon

\~MAG7 ex MSFT

Pure_Veterinarian374

Sold my MSFT leaps for a good chunk of change. Thinking about recentering

NotMe357

"Investing.com-- Nvidia (NASDAQ:NVDA) is expected to unveil its first Windows personal computers powered by its own processors next week, in a major push by the AI chip leader into the PC market and giving Microsoft (NASDAQ:MSFT) a fresh opportunity to revive its AI-focused computer strategy, Axios reported on Friday. According to the report, Nvidia and Microsoft will showcase the new systems at the Computex trade show in Taiwan and Microsoft’s Build developer conference in San Francisco."

Legendary-Lemon

MSFT

tabrizzi

So calls on $MSFT and $NVDA!

throwingitanyway

thank you for staying out of MSFT

Legendary-Lemon

MSFT $600 wen

Prometheus651

Microsoft is the better play, in my opinion. Stronger moat and will ride the wave back to the top when the fears dissipate around AI replacing SaaS. I think that AI will integrate well with existing SaaS platforms and MSFT will stand to gain a lot from that integration.

Lost_Ad_3081

Nope, I'm not. But my portfolio has been cranking and I'm very happy with the gains. Portfolio is 70% SPY, then the remainder is mostly MSFT, NVDA, GOOGL. I have a couple of degenerate options plays at any given time but never had any take off.

Meowschwitz_Ocelot

Idk. In the last 18 months there’s a small, but interesting shift occurring…people are going to AI directly to perform searches, bypassing traditional keyword search. Assuming this trend accelerates, Google will see a portion of its users splinter out to different AI engines, including CoPilot, a MSFT product being rolled out in enterprises everywhere bc of its access to SharePoint, Word, XLS, etc. Users are being trained on it, and they will then use it at home, too. 

teddpole

At the start of year I tried to diversify myself away from US market. I put money in 1211 (BYD), ASML and some in SNDK. I told myself I am not gonna touch it until 31 march. At quarter end (the ceasefire was on horizon), SNDK had a good run, ASML was mehhh and 1211 was horrendous. I kept thinking through April what to do (meanwhile SAAS was getting murdered). By April end it was okay to assume that war will not rage like last time so I chose high beta stocks namely RKLB and RDDT (1/3rd each). I will hold RKLB until SPACEX IPO. RDDT still has lot of room till analyst’s estimate so hold that too. Their financials are too good to be this low. My last 1/3rd is MSFT. I think SAAS fear was overblown. I myself use codex and claude code and believe it’s a long way before they replace office suite. So yeah there it is https://preview.redd.it/ef2wnev7794h1.jpeg?width=1179&format=pjpg&auto=webp&s=661e0edf2acf0d5c3f10b27c02336d9a97267ad4

StillHotPants9

Yes! Finally, after that drop in late Jan/ early Feb, MSFT finally gaining something back. When it hit 550 late fall last year, I should have sold some.

BusterSocrates

i agree mfkers shit on MSFT but they’re brewing up a storm

Possible-Material693

Tempted to buy more MSFT

InitialPsychology731

MSFT 450 wasn't a joke lmao

turbo_dude

This. MSFT are now in IBM phase

BanzYT

I'm up 4,909 dollars today. Mostly from MSFT and FTEC, little bit from VOO.

TapFinancial1482

Down 110k$ on the day 💀 MSFT puts not good

HMonster224

Also people who "yolo" into one or two stocks, or who refuse to take profits are going to get screwed eventually. I got lucky with Micron - I knew about it from working in tech, bought it last year because I was creating a thematic grouping of semiconductor stocks in my portfolio. I initially figured it would be a short 6 month hold due to the cyclicality. I've made a great % return, but I built my position over time as the thesis evolved and my conviction grew. But I have rules about the max % of my portfolio I will invest in any one stock, and the max $ amounts I will put into new positions. I am not a millionaire (working on it), but I am grateful for my good luck on MU timing and am now taking my profits and rolling those dollars into GOOGL, MSFT, AMZN, LLY, etc... things that won't see parabolic growth but will hopefully still give good returns over the next few years.

FeverTreeCloud

Worst kept secret. MSFT and few others have been hinting it for months

Son_of_Sephiroth

MSFT has been dead money all year while *literally* everything else in their sector mooned. I’m still a holder but every time I need dry powder I feel like dumping it.

Perfect-Payment8220

Sorry, you can't be a big loser with MSFT, not in the long term. Won't happen. Well, unless you short it.

DatsMaPurse_IDKU

MSFT $500 by end of next week

powerboner

I keep thinking about this recently and it’s important to keep ourselves in check. I’ve made then lost 100k in the last 2 months and the FOMO is eating at me bad about why didn’t I just go long on something and be a millionaire like these other people. Everything that’s blowing up right now, i gambled too early, SOXL, MU, SNDK, DELL, ORCL, and MSFT. It’s a crazy bull market for 8 weeks straight now really but trying to recreate other people’s wins is how I ended up losing big too. Just gotta be patient I guess

EagleNoahg

Yeah MSFT boutta be a 7 bagger for me in a couple weeks.

DividendPower

If you look at the history of these stocks you can see that they have periods where the go up significantly but then come down. It looks MSFT roughly 16+ years to reach its dot-com peak after the bust. Memory chips and data servers are cyclical, they are just in a super cycle now because of AI demand.

SetRestart

MSFT moves backwards to the broader tech market, it's a strange stock

gstxprz

I buy 2-3 shares every week of: QQQ, MSFT, NVDA, AAPL. Been doing this for the last 6 years. So far so good.

Ohlele

Wait until people realize that it went up due to the forced cloud PC, which will only accelerate EU's effort and consumers to move away from MSFT. This forced adoption will create MSFT's  emerging rivals. 

Flash1987

Do you honestly believe in any of those companies? MSFT and META are huge but to a consumer they are definitely not setting the world on fire. Spotify and Netflix... basically slowly increasing their subs until they push everyone away. As for your fun stocks you and I have very different ideas of fun...

Legitimate_Cable_811

MSFT carried my port today.

Electrical_Maize3587

MSFT finally used goo gone after stepping in some sht and getting stuck when this tech rally started

bandofshepherds

This MSFT pop is just the beginning. 500 by Labor Day

Electrical_Maize3587

I just want to let everyone know, I sold all positions I had on MSFT three days ago after holding them for months. This is why it moved. Thank you.

Snowman33001

There’s a MSFT x2 etf? Damn, of course there is. Hell yeah!

slyrz

Jensen will be talking at COMPUTEX Sunday eastern time, and MSFT tweeted a new era of computation after market close today. It’s going to rip on Monday at open.

Lihuman

Imagine thinking MSFT wouldn’t just crash on Monday

Ozqi

You guys ready for a MSFT +20% day on Monday?

absolute_cinema81

>  MSFT un-retired Three Mile Island AMZN bought a datacenter bolted to Talen's nuclear plant GOOG signed with Kairos for small modular reactors This shouldn’t be presented as if the Iran situation led to all these events. All three of those deals are from 2024.

throwingitanyway

ain't much better than watching your MSFT calls shoot the moon while you're golfing

Zuko2001

I'm truly retarded. I need NOW at $140, HPE at $47, HOOD at $100 and MSFT at $460 by next week or I'm screwed. LMAO what is wrong with me

becuziwasinverted

$MSFT

spluff94

just noticed MSFT is up 5% wtf happened?

pacificperspectives

I mean a lot of the thesis was originally predicated on AGI becoming self-learning and creating exponential growth. Now, the thesis is "company x will pay $50 a head per month" for what is effectively just another type of software. I'm very aware that AI is not limited to chatbots, but the underlying arguments for why this growth isn't cyclical are both being dropped as it becomes more absurd, or will take longer to play out than anyone can know. $200B capex by GOOGLE and MSFT this year alone? Unless they are planning to spend more next year, how is that not cyclical?

Saffuran

Depends on your patience and timeframes. The stocks that "keep succeeding" tend to not do so for forever. Companies like GOOGL, MSFT, and AMZN are built different but a lot of other ones don't have the same staying power.

Timely_Character9749

Rip… well I added MSFT 460 calls exp 6/5 and Hood 100 calls exp 6/5 those should print

ImpressiveAmount4684

Are you kidding? Wsb degeneracy is the source of buying opportunities lol. For weeks everyone clowning on MSFT was thé most bullish signal. All these dumbasses will hold the bag at the top one day.

horrible_noob

I was actually looking at Uranium last night but decided against it. Anyway, I had Claude review your DD: I have enough. Here's my read. The macro skeleton is real, but the DD is doing the classic WSB thing: stapling true facts to a conclusion they don't actually support, and slipping in at least one number that's wrong. **What checks out:** * The Iran war and Hormuz disruption are real. As of late May, commercial transit through the strait had collapsed roughly 94% versus the pre-conflict baseline, though it's a "permission-based" / restructured regime rather than a clean closure, and there's a fragile post-April ceasefire. [Windward](https://windward.ai/blog/three-months-into-operation-epic-fury/) * The SPR numbers are basically accurate. A record 9.9 million barrels were shipped out of the SPR in one week, pushing the total to about 374 million barrels, its lowest since July 2024. The "10M/week" and "374M, two-year low" claims are legit. The "3-5 months to legal minimum" extrapolation is naive (drawdown rates aren't constant), but directionally the buffer is thin. [Pipeline and Gas Journal](https://pgjonline.com/news/2026/may/massive-spr-oil-release-drains-us-emergency-crude-stockpile-to-two-year-low) * The hyperscaler nuclear deals (MSFT/TMI, AMZN/Talen, GOOG/Kairos) are real and predate the war. * Structural supply story is real: Kazatomprom guidance issues, Russian enrichment dominance + import ban, decade-plus mine lead times. **What's wrong or oversold:** * **The central premise is the weakest link.** "Hormuz closed → uranium pumps" doesn't survive contact with the actual price action. Spot U3O8 started 2026 just over $80, hit $101.41 on January 29, then sold off to $85.50 by February 5 — and the war in Feb/March pushed it *down*, not up, as investors fled to safe-haven assets, ending Q1 around $83.90. So the exact catalyst the DD is built on (Iran war) historically coincided with uranium *falling*. That's the opposite of the thesis. [Investing News Network](https://investingnews.com/uranium-forecast/) * **"Run from $20 to $100" is misleading framing.** The $20 bottom was \~2016. Spot was range-bound between roughly $63 and $83 for most of 2025 and was "dead flat" on the year. Spot is currently mid-$80s, not consolidating fresh off a $100 breakout. [nasdaq](https://www.nasdaq.com/articles/uranium-price-update-q1-2025-review) * Oil and uranium don't substitute. Oil is \~zero US power generation; it's transport. A Hormuz oil shock doesn't directly bid uranium — the DD hand-waves "when gas-fired generation gets squeezed," but a closed strait doesn't squeeze US natural gas (the US is a net gas exporter). The energy-security narrative for nuclear is real but it's slow-moving utility/policy demand, not a war-driven spot spike. **The actual bull case** (which the DD buries) is the better one: long-term contract prices have been grinding up — from about $80 to $86 — and sit $8-10 above spot, with utilities under-contracted. That's a structural, multi-year re-rating story. It's just not the "Hormuz closed, yellowcake szn, buy calls" trade the post is selling. [nasdaq](https://www.nasdaq.com/articles/uranium-price-update-q1-2025-review) Net: the facts are mostly real, the narrative is a non-sequitur. It reads like someone who is correctly long-term bullish on uranium reverse-engineered an urgent catalyst out of an unrelated oil crisis to justify near-term options. Treat the structural thesis seriously; treat the "nobody is pricing this in" urgency and the implied spot-price spike skeptically. Not financial advice, and I'm not your financial advisor — but if you want, I can pull the current CCJ/DNN/UUUU valuations and contract-book details to pressure-test the equity-specific claims.

Asleep-Strike4978

My MSFT holdings are good today but GOOG is in the red. Net zero

Pale-Silver-8178

Yep MSFT calls went from 0.20 to 1.5s in the last 30min big week next week

confused_teabagger

If that stock is MSFT then good job

horseisahorse

Were those MSFT and NVDA pumps because of the company twitter accounts vagueposting about cloud computing devices

drakilian

It hit that off of OpenAI hype, which has been actively dragging it down. We'd need an earnings pump to hit 550 IMO and what's more likely to happen is another earnings dump on yet more capex increases after a very strong earnings run uo brong us to 500, maybe 510. Although MSFT has been visibly cutting costs so maybe they'll find a way to dodge criticism this time. I'm skeptical though. Understand that the reason the market rerated MSFT down is because it is effectively going from a low spend, high margin software business into a high capex, spend heavy infrastructure cloud business that has inherently worse returns, similar to a telecom company. On top of software disruption and having picked the worst horse in the AI race, even after distancing themselves. I don't necessarily agree with all or even any of this from a fundamentals standpoint but it's the reason for the rerate downwards and that narrative needs to be overturned for a rerate upwards.

Docist

Crazy how people can name everything wrong with MSFT and not realize that yet… everyone still uses it.

InitialPsychology731

MSFT goat

gainsusmaximus

MSFT gain porn = sell

bananashakewithice

Only mf to be winning from MSFT rn

gainsusmaximus

Insane MSFT run there. 414 to 450 in 3 days. Will It hold 🫣

dudeondacouch

60% of my port is MSFT and TTWO. itwasagoodday.gif

drlyle

It might affect NVDA and MSFT on Monday 📈

No-Alarm3762

It hit 550 in October, since then MSFT has tremendously grown, at the fastest rate they’ve ever been 

Ozqi

$MSFT, $ARM, $TSM. Free money. Buy it now or I’ll fucking beat you up

cwalking2

GOOGL was effectively flat from Aug/2021 to Apr/2025 ($144 to $145.60 in 3.75 years) before taking off ($145.60 to $400 in 9 months) Is MSFT a 4 year bagholder or on the verge of taking off?

AgitatedJump8459

MSFT BREAK OUT DONT CRY WHEN IT HITS 550 next week

Status-Net2947

I feel like META and MSFT have so much more left in the tank. Expecting at least a gain of 30%

aDonkeyWithACarrot

I did.. I had DELL, RDDT and MSFT calls

No-Alarm3762

MSFT going to 500 and then 550 is LONG OVERDUE. The stock should’ve never been this low to begin with. 

tabrizzi

Degens who have been bitching about $MSFT for the last week or two, happy now?

dinkmctip

Sold my NOW and MSFT calls yesterday for 10k, missed out on at least 30 today. Damn.

MrWilsonAndMrHeath

I hate every day I work with Microsoft tools. MSFT and Oracle are examples of dinosaurs still able to take in money.

EagleNoahg

Up a clean 4k mostly in last 10 min on MSFT calls today. Dumped 1/3 of the calls at close to let it ride. Been seeing posts complaint about microsolop for the past month while I diamond hands terrible entry Dram calls. Feels good to finally get in on a pump

psydis

Was denkst du wird denn Umsatz und den Gewinn von MSFT hoch treiben? /was ist der bull case? Oder meinst du, die sind jetzt einfach sehr unterbewertet? Bei Alphabet und auch bei Micron habe ich vor einiger Zeit investiert und war sehr überzeugt. Bei Microsoft bin ich etwas unsicher, wo die ihre Position massiv ausbauen könnten.

Popular_Register_440

They prob got tired of being bored by META and MSFT and decided to give in to the AI meme stocks

desilent

no fucking clue, whales/insiders moving to MSFT or MU again

wildcat1055

[https://x.com/markflowchatter/status/2059637253240913982](https://x.com/markflowchatter/status/2059637253240913982) Friday’s MSCI rebalance will be the largest ever, with a \~$303bn overall trade. Notable tech rebals include: [$NVDA](https://x.com/search?q=%24NVDA&src=cashtag_click) (largest trade notionally of \~$11b to sell, net index supply of almost 50mn shares) [$AAPL](https://x.com/search?q=%24AAPL&src=cashtag_click) big large buy \~$3.1b, net demand 10.5m shares) and [$MSFT](https://x.com/search?q=%24MSFT&src=cashtag_click) (big large buy of $2.9b, net demand 7m shares). [$INTC](https://x.com/search?q=%24INTC&src=cashtag_click) should be net index supply of 31.9m shares JPM DESK WELLS DESK

AnyManufacturer6465

Funds are end of month rebalancing. They dumped some tech, Google/NVDA/INTC. Bought some infrastructure and MSFT among other SAAS.

Berto_

MSFT Sept calls went from -85% to -25% 🤞

alone-in-the-chat

always trusted in MSFT

Ninja_Cooter

Matker Manipulators got themselves some cheap NVDA calls and cheap MSFT puts for next week

Happy-Champion1661

# they will hike LMAO🤌 also today MSFT is finally not bankrupt!!

Mysterious-Device-53

Heavy selling at the end of the day. Heavy buying on MSFT

LumpyShock9656

Can somebody pls explain why NVDA was green all day and somehow mysteriously ends up red -1.5% Also wtf was the MSFT closing candle?

Plus_Lifeguard1752

Friday's MSCI rebalance will be the largest ever, with a ~$303bn overall trade. Notable tech rebals include: $NVDA (largest trade notionally of ~$11b to sell, net index supply of almost 50mn shares) $AAPL big large buy ~$3.1b, net demand 10.5m shares) and $MSFT (big large buy of $2.9b, net demand 7m shares). $INTC should be net index supply of 31.9m shares JPM DESK WELLS DESK

Options_tarded

Attempted multiple times to purchase MSFT calls on fidelity before that surge and was blocked each time. They fucking suck

AcademicStandard3701

Selling Nvidia buying MSFT is my only guess end of month.

bandofshepherds

Someone please explain this MSFT action like I’m 5 years old