MSFT - Microsoft Corporation 0 WATCHERS

MSFT，who is the first competitor vs Google.

META is still cheap. MSFT had some decent pullback.

MSFT, Back in 1998 my uncle started giving me $100 every Christmas to invest into MSFT stock. He worked at Gateway and said MSFT would be around a while. He just buys me 1 share now. We joke about how expensive my Christmas gifts are getting for a him considering …

MSFT pulled back from 550 to 475. That’s an opportunity. They have a wide moat, pay a dividend and will be around for decades. It’s a buy.

MSFT GOOGL NFLX META AMZN all long term winners u should buy and forget

So I will explain some of this sub's philosophy. The idea of value investing is to treat stocks as buying and owning a real piece of the company with real value. That the price you pay and the value of what you get are different things and they often don't …

MSFT is looking attractive.

i dont like how MSFT is supposed to be stable but its fate is yoked to Sam Altman who is totally NOT stable

Netflix To Buy Warner Bros. in $83B Deal... win win? In corporate news, Netflix (NFLX) beat out Paramount Skydance (PSKY) in a bidding war for Warner Bros. Discovery (WBD). The deal, which values the storied movie studio and its HBO Max streaming service at nearly $83 billion, could reshape the …

My opinion is: AMZN has done fuck all this year so a good a time as any. I got in about a week ago for 7/8% of my port bc I believe it’s due for a run up - and the figures provided by Amazon execs today about the expansion …

Fuck you so much MSFT. Would've broke even on my calls today

MSFT

April, 2025 Bought 300k worth of NVDA, GOOGL, MSFT, AMZN, SPY, QQQ November 2025 Sold all my GOOGL($53k gain), most of NVDA(28k gain with 10k left unrealized), AMZN(13k gain), MSFT(16k gain), and QQQ(12k gain). Roughly $122k realized gains and I paid about 24k in estimated taxes Plan for now and …

As a shareholder and investor in MSFT I fully support these measures. If you don't like them don't invest in Microsoft or use their products. Microsoft has announced a significant increase in the prices of its commercial Microsoft 365 and Office 365 suites, effective July 1, 2026. As a shareholder …

I'm holding my MSFT, that's all I know

The math says you could maximize your profit by buying at every low point, selling at every subsequent high point and then rinsing and repeating. But the math also says the odds of you be right on the up and down each and every time is about slim to none. …

For long term investments, I would suggest to look at the growth potential. First identify the moat of each company: its edge over the competition and edge over the market. Don't jump into the AI bandwagon right away, but try to understand what are the underlying players in this AI …

TL;DR In long term investing let your winners run and sell the losers. This is far too little information to really tell what’s going on. Did you make other trades this year too? Or were these your two and only highest conviction plays and you sold out of fear? This …

My Views on the U.S. Market Recently, a newsletter from WSJ editor Jason Zweig stated that Mag 7 stocks are heavily invested in AI, funded from their internal cash flow and now they are looking for more borrowing as well. If these investments are not making a reasonable return or …

keep in mind TSLA, AMZN, META, MSFT, NVDA hasn't reach ATH, they still can push QQQ to ATH before the double top forms. keep buying till christmas rally is over

I focus on it differently, so I rather prefer comment it: Main (70-80%): GOOGL, META, AMZN, MSFT, ASML, RMS, 2330, MA Extremely high quality (15-25%): V, ITX, MONC, RACE, BKNG, BRK B, My personal bets for many reasons (5-15%): CHKP, UTHR, EVO, MRK, ADYEN, GAW, ZETA Special situations and even …

People overthink bubbles. Its so simple, MSFT/GOOG/AMZN data center business shrinks or brings losses = we will see huge market drawdown and it will take everything with them. So far we see 20-40% growth YoY. Follow earnings, ignore everyone else, sleep well, End of story

The metric that I'm using the most as a starting point (and that I share the most in my YouTube content) is Price to 5-Year Forward Earnings Power. With my growth projections, Google scores around 17, Amazon 15.5, and MSFT 15. That's a quite tight range, and I take it …

put 60% in ETF (S&P500+QQQ) and 40% in stocks like GOOG MSFT META AMZN, and maybe some smaller amounts in PLTR, SOFI, HOOD

MSFT upping 360 subscription price

This is not a DD by any means, but I just hate their products. I just went through the misfortune of having to install Acrobat Reader (on Mac) just so that my wife can fill out some PDF forms and: 1. It's a fucking GIGABYTE download. GIGABYTE! For a fucking …

I've posted this before but: An NVidia bull needs all of the following to be right: 1. NVidia maintains their total monopoly in training, and training continues to be \~1/2 of AI spending. 2. NVidia maintains their semi-monopoly in inference, and competitors like Broadcom, Google TPUs, Amazon, MSFT, etc... all …

I'd be cautious on AI infrastructure plays (NVDA/MSFT) given OpenAI burns $12-14B/year and can't monetize.