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
So dumping it all into MSFT is not good?
Meh. That's one investment style, but low dividends don't indicate no profits.. look at MSFT over the last 2 decades.. nearly nothing, nothing, boom!
MSFT needs to moon, otherwise I’d be working OT at Wendy’s 
FSD isn’t possible with stationary cameras. You need scanning IR and honestly waves as well. I was an engineer at MSFT for 15 years working on computer vision. My buddies and I often laughed at CEOs claiming FSD. It’s doable if you add $50k worth of equipment to the top of the car, not $500 worth of cellphone cameras.
Honestly the strong MSFT and GOOGL earnings made the market not give a shit about anything else. WWIII could've happened, it'd still pump. More proof were in one of the biggest market bubbles in the history of our economy and the crash will be absolutely biblical
my ideas have mostly been home runs. the problem is I have competing interests with my brokerage so I can't let the bets ride indefinitely. paying for grad school and house over the years were significant cash out moments. I sold loads of BTC, ETH, NVDA, VISA, MSFT. I also bought back in once I could.
I just have been buying shares of META, MSFT, AAPL, and AMAT. I buy weekly calls/puts on XLK because it’s pretty easy to see which way the tech sector is trending
Didn’t MSFT and OpenAI say they’re using AMD Gpus?
PCE generally gets priced in due to CPI and PPI being released weeks ago. The market is making bigger swings on the CPI data even though the Fed’s preferred gauge is PCE. The Fedwatch tool tanked after CPI down to 1.8 cuts so by the time it came in to PCE it was already priced in. If PPI had surprised to the downside, there would have been more interest in PCE I think but the fact it came in as expected, along with the MSFT and GOOG earnings, the market decidedly went up.
Several reasons: 1. The rally was a response to MSFT & GOOG earnings with good guidance. If either had issued weak guidance related to inflation PCE would have had more weight. 2. MSFT & GOOG earnings were further indicators that the economy is healthy and that sticky inflation isn’t harming big-tech revenue. 3. PCE was inline with expectations
Market rally was due to the strong earnings numbers which up to now has invalidated the concern of current inflation trend. Markets logic is the high interest rates don’t matter if we continue to grow while having moderately high-ish inflation numbers in other words, essentially a “no landing scenario”. But the market is wrong IMO and it’s gonna come crashing down soon enough given the low GDP numbers. Which were taken as a bullish sign at first as perhaps inflation is coming down but the PCE numbers rebuttal those but was over powered by MSFT and goog numbers. Essentially the market is on some strong copium that AI spending will over power the feds attempt at cooling the market while not having run away inflation. Said the same thing in 3 separate ways lol
23 year old with no plans to sell for 10+ years. I buy once a week. 20% AMZN 20% MSFT 15% NVDA 15% TSMC 10% AXP 10% INTC 5% WMT 5% V
I was watching this stock marketcap timelapse, GM was holding there for almost 100 fucking years, Google so far was in the top just since 2013 and the faang stocks fully in the top 5 are just in recent year. If they are the next auto industry then they'll be our boomer retirement funds, it's a faster world nowadays though but the corporations are also more powerful but definitely this video makes my mind more at peace by going balls deep into current tech. My current portfolio consists of 50% of ETH + BTC and the rest is scattered, I've bought like 25% of PFE and Disney, 10% of Google & Tesla and now I'm waiting to take my 1000% profits from ETH/BTC and throw 80% of it to MSFT, Apple and... not sure yet which third stock I want, might be my speculative TTWO purchase if it drops to $100 range. Not sure if it work out but if I'll hit my ETH target then overall I should be well financially, if not then I'll have to work till my retirement age.
It rallied because the tech earnings came tops! Google and MSFT hit it out of the park.
Based on last week it’s tough to say (TSLA going UP after a big earnings miss etc.), I think Amazon is fairly valued and has upside potential like GOOGL did last week, they have services similar to MSFT and GOOGL so I’d bias a bullish prediction. I usually buy a put for protection anyway when I buy calls though so I can cut my loss potential a lot, even though it knocks some profit potential out it’s what works for risk management on these kind of trades
Does anyone dare calls on AMD? They had a couple of rough months but are still way up over the last 12 months. GOOG exploded on AI but they don't use AMD AI chips as far as I'm aware. Neither does AMZN, but MSFT uses AMD chips as does META. AMD usually beats earnings but is usually also pretty conservative in it's guidance. For AMD to rocket, guidance would have to be especially good, like double the original MI300 sales estimate. Then again they *did* revise their estimate on MI300 upwards last time but got torn to pieces anyway because both consoles and desktops were weak. Now desktops are a thing again and Ryzen CPUs are doing well so the question really is: Wtf is going to happen to AMD after earnings? 
- TSLA is just a car company - ChatGPT is a tool with no business value - NVDA is mostly hype - Ozempic is recession proof - MSFT is crushing AWS
Sorry those are not the best companies lol. Stock to the google, Amazon and MSFT please.
If MSFT has an annualized return of 20% over the next 20 years it will be worth $115 trillion. That’s almost double the projected US GDP in 2040.
Professional Investors seem to be thinking "anything but bonds" right now, which could take a 180 extremely fast if signs of legitimate recession appear. But if the Fed is too quick to "save the day" the way they seem to be programmed to do, then I don't personally see even a recession fixing the inflationary problem, which is fundamentally too much money and too much spending. We need the removal of money from the pool, which would require either a) major QT, which the Fed already said isn't going to happen; or b) massive defaults and bankruptcies, which would effectively erase debt and money, which itself will only work if the Fed doesn't intervene. In the second case, Treasuries are the only thing that is safe, since stocks will fall hard. But if the Fed allows a "no landing" inflationary decade, long-duration Treasuries are about the worst play one could make. Most the obvious "quality" stocks are already at extreme valuations, like MSFT, COST, MA, and whatever else. Nonetheless, I think the best play right now is something like a hedged SP500, a chunk of T-bills, perhaps some CSP (T-bill secured puts) on decent stuff at low prices.
Good price to get in on shares of MSFT?
I owned MSFT in the year 2000 and sold same year
50% MSFT+GOOG + 50% NVDA Rebalance quarterly - All winners from ai that you need
If you're older MSFT, otherwise NVDA for sure.
I begged my dad to buy MSFT and INTC in 1991 after going to a computer fair and seeing virtually all the clone makers were using MS-DOS and Intel cpu's. He didn't do it, he had lost money on penny stocks a few years before and was happy with keeping money in CDs.
Considering Microsoft’s massive investment in OpenAI…calls on MSFT.
Down 35k all time over 3 years, thinking of just dollar cost averaging into MSFT at this point
Sold MSFT in 2012 for around $28 because “Windows is dead.” FML
MSFT at or around IPO. They had amazing support had some small investments in a hardware company and tv production. Said I should buy them.
Personally, not being motivated to personally educate myself on stocks/ETF's at the time when I would have most certainly invested heavily into MSFT, APPL, NVIDIA etc looking back 10-15 years, any and all of them would have been a lock.
My family could have had over $100,000,000. My grandpa had an opportunity to invest in MSFT when they were first starting and never took the opportunity. Till many many years later
Honestly, I focused on 7 magnificents but Tesla, apart from there AMD. For MSFT, I am holding, looks safe for me, and some amount I don't out on big risk, current earnings there 5k which is about 17% of 83.2 stocks. Amazon, holding 115.5 shares with 9.17% of earnings. I hope it will blow out in the earnings Nvidia, I got earnings if 67.5% from 32 stocks, waiting for earnings to blow out to see If I can quickly scrap something, and reinvest on it, in a cold down. From AMD and Meta I have stupid decisions, in combined I invested 10k, out of this I might lose 1k usd, so I have around 10%. In short, I don't do options because i wouldn't control my emotions, I am playing safer as I can.
MSFT shares = 7.432B MSTR shares = 17.64M
Here’s what I do: Taxable: - ETF’s: 85% VTI and 15% SCHG (pump 100% of my paycheck into these two ETF’s every 2 weeks. Make sure you have a good emergency fund and no debt before doing this). - Stocks: AAPL, MSFT, GOOG, NVDA, AMAT, and COST (bought over 10 years ago, only added in 2020 and haven’t touched since). Retirement (401K and HSA): - 90% VTI and 10% VXUS
Going to share this just because it’s a more uncommon stock than just saying “not going all in on google” Around December 2020, I was looking at SM Energy. I was researching some energy stocks to diversify my portfolio, and everything on it was convincing me, financials, context, everything was telling me it was very undervalued… but I was still kinda new at investing, so I took the safe route and bought MSFT. Now, don’t get my wrong, MSFT has climbed a lot from them, but… SM was at about 6~7$. It’s 50$ now. Missed out on basically a 5x
AMZN calls. I think the growing Ad revenue trends in GOOG, META and increases in cloud spending revenues for GOOG and MSFT makes for a compelling case for AMZN. New NBA streaming deal, some layoffs across the org. Feels bullish for me. 05/17 180c
**JPM and banks in general,** because they don't die. Besides ETFs, and I don't think you meant to include also ETFs as stocks, it is very very hard to manage emotions and HODL for even more than 2 years.. unless it's a dud stock which you've just forgetten because it never becomes more than 5% of your portfolio. E.g. **Unilever** (which is just now starting to sprout). Once upon a time, I had many gems like MSFT, AMD. But I like to review my whole portfolio once a quarter, and noticing that there is "**too much exposure**" to a few winners, I cut my positions down on xmas 2023.. Needless to say, I kick myself daily. I won't repeat this mistake with some bank stocks I have like JPM and Citi. Yes, a rate hike will be risky, but risk is already priced in too much in their valuations, and because they're systemically important, they always get a flu-shot from dear gov.
It might have made its move already after MSFT and GOOG earnings though…
Past is past. Would your money work better for you TODAY invested in AMC or MSFT/AVGO/HUBS etc? I think it's OK to take some risk, but you have to protect your downside. Lesson learned, move past it. The meme is gone, time to move on.
Yes, irrelevant with their revenue bigger than MSFT and growing faster than Apple. Surely to zero.
MSFT is so undervalued, why can’t it just go up to 450 
Why is MSFT not at ATH? I still got calls to cash in 
I was lucky with MSFT till last week’s selloff. $2,000 lost in 1 week 
My dad has a cousin who worked In tech since the 90’s. Mainly in semi’s. Not sure if he still has them I think he might have sold but he had like 160,000 shares of AMD with a cost basis in the 3.00 range. It’s was one of his handful of big winners. The other was MSFT that he bought after the tech bubble burst. He owns like 4 Vinyards and tons of real estate now.
The AI wars are pretty quickly turning into MSFT, GOOG, and META with everyone else jockeying for who cares
Elon feels like a cornered rat. He’s not iron man and he’s no longer cool. He’s not gonna deliver the next big thing. Looks like MSFT and GOOG are the cool kids now.
F, MSFT, WMT...Can't remember which I owned first but bought all in the 90s and added over the years. AOL was the first stock I ever owned. Thanks to my old boss Vince for talking me into it when I inherited 25k when my grandfather died.
BK... Bank of NY is the oldest company on the NYSE still trading .. oh ! . You meant owned by me in my portfolio... MSFT. I measure it in decades (BK, too)
I thought the PCE data would send it low today. Bought MSFT calls too which were also fucked as it stayed in suspended animation. Got out early at least.
Steve Ballmer selling $MSFT stock on Monday to offset the $40million that Kawhi Leonard stole from him
Doing a META is better than doing a MSFT. I got cock and ball edge tortured thinking I was going to make a decent amount of money until it gave up half the after hours pump by open and only dropped from there.
Good point, especially in the long term. But a one-two punch with AMD and SMCI rising on the same day could still cause a nice pop in NVDA. Plus we could still see some residual rise from the increased META and MSFT capex that you mentioned.
I don't think it'll be a ton imo. I think the bigger catalysts have been companies like META, MSFT, etc. raising their capex guidance on AI development.
SOFI CALL LLY CALL AMAZON CALL AAPL CALL MSFT CALL & PUT NVDA PUT Calls I bought before close
As u/AfterGuitar4544 notes it is hard to tell why a stock moves in any way. With that said there are articles online I quickly found through a search talking about MSFT and AI that may be a driver. Read this and other article to draw your own conclusion . . .
No because some of us know MSFT only beats earnings.
I've been holding some of my NVDA for 3 years, AMZN, GOOGL, AAPL for 2 years. Of course options are different, but I don't buy any stock I'm afraid to hold for a weekend People shit shit on buy and hold longs, but I manage my mom's account, she has 1200 shares MSFT that my dad's cost basis is $60...sometimes long is good with the right company, not ran by asbergery regards like Musk or Zuckerboy obviously 
Held all of my NVDA, GOOG, MSFT and META calls. NVDA are the only ones expiring next week.
Not gonna lie. You had me in the first half VM.... my MSFT calls are fucked aren't they? I mean, mine are out 3 weeks, but still
looks good, I agree with MSFT, and INTC on this list, rest idk. also, you might wanna consider using a tool that shows percentages and share the image or something
AWS still has the largest share of the cloud market but AMZN fired hundreds of people working on AWS, though mostly sales and training. This is probably good for the bottom line but may indicate that margins are slimming and competition is eating into their share of the market. Or maybe those people were replaced by AMZN AI. Let's not forget that AMZN still makes the majority of its money by being an online store. I wonder if cheaper (worse, but cheaper) alternatives like Temu and Shein are taking away meaningful business. I see a lot of those orange Temu packages, about one for every two to three Amazon ones. With inflation still going strong it's not too crazy to think people might want to save a few bucks even if the quality may be worse. Lastly, AMZN is already up a lot over the past couple of months and they have consistently beaten expectations. I worry the market will be underwhelmed even if they beat expectations and have good but not great guidance. I was sure MSFT would go up and it did because MSFT can force feed copilot to its customers. AMZN doesnt have that luxury, so I think they may not profit from AI as much in the short term.
$MSFT looked very weak today
That is my point. By 2030, Samsung and TSMC will around be on the next roadmap. Unless they get complencent or fail to evolve to next gen. Intel's bullish view is they pull a MSFT. That their foundry business model works. I did not really like how they spun off Mobileye. But companies need capital.
Who else made 2K over the course of the week then lost 1K of it chasing MSFT when it dropped to 405.70-ish thinking 405 was a given, then chased that with another 300 just for good measure? 🙋🏾♂️ I'm literally back to where I was last week 😂 but hey... Lesson learned. For my next move I've purchased and ITM 05/17 strangle for SOFI earnings and sold one less ITM to see if I can become a REAL options trader... I'm getting assigned on one leg and will close the other for much less than the credit I received... Hopefully 🤞🏾🤞🏾🤞🏾
why's it unsustainable? a company like MSFT can just keep buying new startups with the latest stuff and remain the biggest company and get even bigger
Bill Gates hasn't run MSFT in a decade
MSFT results prove that Bill Gates has a bigger dick than Zuck
MSFT 20% growth. GOOGL literally delivering 60% earnings growth YoY and Regahd Ber still have the fucking nerve to say dumb shit like tEcH iS oVerVaLuEd. Y'all will always lose money on conspiracy theories instead of living in reality that yes, these names deserve the valuations they have.
MSFT at 406. BTFD boyz. 
I’ve held shares in MSFT for over a decade, and shares in MCD, JNJ, and a pre split Abbott Labs for about 20 years.
MSFT UPDATE... I hope you guys sell it at 410.66.. my target is 405.05 but you can close it any moment
MSFT realizing a 1% earnings beat doesn't make up for it being 50% over priced
Maybe everyone just actually tried Microsoft Teams for the first time and realized what a godawful piece of shit tech company MSFT is
MSFT has been disappointing since hitting ATH two weeks ago 
Anyone holding MSFT over the weekend?
Add numbers were good for META and GOOG, Cloud numbers were good for MSFT and GOOG. AMZN’s numbers will be good for sure but it won’t guarantee stock price appreciation. If too many people know numbers will be good and buy calls, MM will f& everyone
Inflation persistent and GDP tanking, what exactly are we celebrating again? Oh right, MSFT and NVDA's quest to destroy the job market
Anyone else think it is silly that MSFT is only at Wednesday's open price?
MSFT has been basically sideways since January
Nvidia cross 900 next week, you just got confirmation that Google, MSFT, everyone use their products and train models like crazy
Fuck MSFT ... AMZN is blowing it out of the water!!! Haha!! Glad I rage bought a shitload last week while it was in a baby dumpster!! Earnings Monday, let's go baby!!
So Wrong! That said, did you post a number on where MSFT would land?
Obviously would never happen because of regulatory hurdles, but INTC must be a top acquisition target for the mega tech corps at this valuation, MSFT, GOOG, or AMZN stand to gain the most if the feds weren't such nosy bitches with heir anti-trust bs
Tesla Meta MSFT all spending more on AI. and u people dont understand why NVDA is up . Well, I guess u regards think they gonna buy Intel GPU. 
If the markets are going up this quick, imagine when we have an actual sell-off. Last week was just the start of the trend. People are still under the false hope that this market only goes up when the news from this week only proved that we have topped, and data is finally catching up to the stupid actions of our governing body. This is a selling opportunity, and the semis pumping this week was the final indication that dumb retail has bought back in. This week we had the only positive thing this market could get, improved earnings from the mega tech that profit from the inflationary environment. Even so, Meta is down, MSFT is barely up after announcing, and the only one that really spike is Google because of some half ass attempts to pump the stock through dividends and buybacks, but still semis are the real reason we are still pumping today as idiots are flocking to the pre NVDA earnings play. If you played the bounce this week, congratulations I am personally a little salty because I only played the first couple of days and left a lot of money on the table since I did not expect the continuation. However, I am back to selling again at these levels because the market will be down again next week and into May. Good luck y’all.
1) I hope you are wrong as well (as an American) 2) the fact that Samsung and TSMC are building in the US means they have the basically the same cost and other issues to deal with. 3) TSMC can remain the top choice and intel can still succeed given the immense demand for chips and limited cutting edge fab capacity 4) Intel doesn’t need TSMC margins for Intel to succeed. They just need some decently positive margins which isn’t there yet 5) MSFT has already shown a willingness to use Intel and if their process nodes 18A and 14A roll out on time I’m sure others will follow. Companies don’t want to have one supplier that makes 50% margins off of them and that is eventually going to be taken over by China. 6) companies that have multiple chip designs can easily split the baby. Make their premier products with most execution and timing risks with TSMC until Intel is proven and use Intel for less strategic chips and advanced packaging I understand this is hopes and dreams. It’s the bull case side of the coin and the theory of success for those willing to take the risk knowing the odds. For me the risk is worth the potential reward because I only use a couple percent of portfolio in Intel. Intel will vastly outperform the market by 2030 IF they succeed with IDM 2.0 and gain even just a small fraction of the third party fab business.
price inflation is great for NVDA because AMZN, META, MSFT, GOOGL all have to buy those chips at whatever price NVDA feel like charging.
GOOG and MSFT reports moved more other stocks than themselves 
Options are always risk, but MSFT and GOOG reversed the trend from META, but they had much better calls. If you're talking actual stocks there's no risk in thinking AMZN will spike in the very least 10% in the next year, but there will very likely be cheaper entry points.
My new portfolio next week might be M.A.M.A. MSFT APPL META AMZN
RIP whoever bought MSFT 0dte calls at open lol
What is happening with MSFT? Totally flat over some hours now.