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.

The valuation is rich, but it is comparable /cheaper than stocks like AMZN, MSFT, COST and PLTR. Google's growth and stability is rather guaranteed going forward. It is at a position where large sovereign funds, pension funds, institutions that invest money for 40-50 years would feel safe to get in …

Best investments for 2026. $META $AMZN $MSFT TAKE YOUR PICK. Shares + options.

Hoping for a big pullback so I can do $20K AVGO, $20K Google, $10K SOFI, $10K Reddit, then add additional to my current positions of Amazon for $20K and $20K additional to my MSFT position. I have $100K sitting on sidelines but not buying anything at current prices.

Some of my favorite growth and/or value stocks: VOO, VTI, GOOGL, NVDA, MSFT, AMZN, AAPL, META, MA, V.

I think it’s important to point out that it is not the entire Mag 7 participating in this circlejerk, it is specifically NVDA and MSFT (and ORCL, even though they’re not technically Mag 7). I would say with some confidence that this is an NVDA+OpenAI bubble. NVDA is a one …

AI gave me some stock picks - what do you think? So context is moving some money from HYSA to the market primarily into bonds (67%) with the rest in some stocks. Asked AI to model some picks for me based on goals of keeping money liquid as possible for …

and MSFT was down yesterday after a false report from the information lol

!banbet MSFT 490 2d

yesterday we immediately dumped after I posted this cuz MSFT, but I don't care, it just means cheaper calls # Bers thot LMAO

DONT TOUCH NFLX AND MSFT. TOO HOT THAT WILL BURN YOU. LET IT COOL DOWN..

I have no idea where the market is heading but I think its getting overheated... 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 …

MSFT, JNJ, BRK.B

PnL of mean reversion strategy This is the live performance of my strategy over the course of today. The strategy is catching small movements on high volume stocks like NVDA, AAPL, or MSFT. If the bid moves less than 0.15 standard deviations in 1 tick, the strategy buys/sells in the …

at this rate you'll need to sell all your shares of NVDA and MSFT to build your own PC

I would say all you listed although I think it will be a few days before some of the weird news gets clarified with MSFT. Regardless, the big boys will endure & add NVDA, CSCO & IBM to your list. Other don’t sells… TSM, ASML & AAPL.

I jumped in MSFT and Netflix today the only ones that kept dipping

Lmao this market really giving AAPL the highest multiple out of the 4 tech giants. AMZN, MSFT, and GOOG are all growing faster so if I had to guess it’s some sort of risk premium associated with their AI exposure. Meaning AI has somehow bot become a liability and a …

Dan Niles says his best idea right now is cash. Here’s what else he likes https://preview.redd.it/qpzxwx0l725g1.png?width=1480&format=png&auto=webp&s=a95f3f7b2f84e1b52360ff640b37e0669fefa075 In a market that could soon be topping out, the best investment idea right now is cash, according to Dan Niles, founder of Niles Investment Management. The market moved higher on Wednesday, but [Microsoft](https://www.cnbc.com/quotes/MSFT/) …

Huh? The dump was because of the MSFT fake news

MSFT smh

Fuck it took a MSFT 480c at bell ☠️ or 🚀

MSFT dragging down the portfolio today.

MSFT dumping again...

I hope not because I just bought a bunch of MSFT.

Can't speak on structure, but narrative based on a guess: market was printing pre-market this morning and in overnight. Then, ADP reported job losses, which increased rate cut probability. However, MSFT sales goal cut added to AI bubble concerns. Buyers and Sellers uncertain with Algos just moving with momentum.

I timed the market and made some decent gains but don't know what to do now I was sitting in cash for a few years and finally pulled the trigger and bought a bunch of stocks(QQQ, SPY, NVDA, MSFT, AMZN, AAPL, GOOGL) during the tariff dip. I realized roughly $124k …

> Stocks have taken a turn to the downside after a report from The Information that Microsoft has lowered its AI sales quotas. ... > Following a report earlier this morning from The Information claiming that multiple Microsoft (MSFT) divisions have adjusted lower their targets for how much sales personnel …

At this point, I think the best move for MSFT would be acquiring OpenAI. I don't think either can win against GOOGL separately. Both OpenAI and MSFT are making mistakes on AI implementation. OpenAI is struggling with money and turning to things like ads, and MSFT is not implementing AI …

GOOGL, MSFT, AMZN

What’s crazy is MSFT dropped so hard and SPY is still floating at the same pace. That takes some serious AI manipulation

"The Information" needs to be investigated for that fake MSFT story. Something tell me their will be suspicious trades.

MSFT said its fake news but yet here you all crying

I swear someone has to go to jail for what they did to MSFT 3,500b company btw and I don't even have any position in it, sold last week holy fuck manipulation

What’s up with META today (12/03/2025)? META is just dead in the water. No movements following SPY like its industry peers. Goog, MSFT, NVDA moves very similarly to the SPY today but META doesn’t have the juice up. Whats up?

I am long MSFT, short TSLA... what a setup lately

NVDA, MU, MSFT, GOOG

Which stocks are truly worth holding in December 2025? Here are a few stocks I'm tracking and analyzing: 1. AVGO: Broadcom's custom AI accelerators and networking equipment appear poised for sustained momentum, and their valuations seem more reasonable compared to stocks purely riding hype. 2. MSFT: Cloud and enterprise demand …

Sucks that I went with MSFT as the one…it’ll probably end the year with only a 8 or 10% gain at this point. Always sell MSFT during the middle of the year, I still haven’t learned

MSFT forward PE 28.95 today Seems closer to fair value now for a company growing revenue 15% terminal rate.

Your plan is coherent for a young, high-risk-tolerance investor who’s already used to volatility, but here are the main things you’re either under-weighting or could tweak: 1. 100% Mag-7 long-term is still a massive concentration bet The Magnificent 7 are only \~30% of the S&P 500 today and \~45-50% of …

Waiting for more details about this Information piece to decide whether to add more to MSFT… not sure why they have such a bad reputation, I can’t think of a single report they’ve had that has been debunked

MSFT and openAI are cooked

MSFT cuts A.I software sales quota

Trying to time the market doesn't work because you have to be "right" so many times in a row; it's just not going to happen. Don't forget you need to be "right" on both entry and exit each time. Just look at YTD chart of VOO. It's subjective, but I …

I'm getting cucked by MSFT, next time I will do regarded options plays on a real big dick energy company like GOOGL.

55 NVDA 15 GOOGL 10 AMZN 5 MSFT 5 RKLB…

I’m into GOOG, MA and SPGI. Would love to get into the others (except maybe GE which I understand less) when the price is right. For MSFT, I see OpenAI almost more as a liability than an asset though

* Cloud: GOOG, AMZN, MSFT (40%) * Semis: NVDA, AVGO, TSM, ASML, KLAC, (30%) * Toll booths: V, MA, SPGI, MCO, FICO (20%) * Other: NET, MELI, NBIS, IREN (10%)

MnM's trade META nvda MSFT

Insider Proposed Sell Alert: $MSFT CEO Judson Althoff Files $6.3M Sale

From superinvestor stalking to a 7-stock “tollbooth” watchlist – sanity check? Hey all, I’ve been down a deep rabbit hole recently and would love a sanity check from this sub. **TL;DR:** I started by reverse-engineering long-term successful investors (Li Lu, Guy Spier, Terry Smith, Dev Kantesaria, Chris Hohn etc.), and …

Would you hold GOOG through a downturn? [Edit/clarification: I'm not thinking of liquidating, I believe in the stock very much, maybe just peeling off 10-20%, after building up a position the past 3-4 years... Protecting those profits and maybe making more out of them if things do go south. I'm …

what are the odds that MSFT hits $550ish by the end of december?

MSFT had a midday spike that got slammed back down and has been pinned just under $490 stretching back to 10:30 am before that midday spike. But market markets don't influence the market no sirree.

MSFT Will Just go up in the long run...NVIDIa Who knows...the chip market May evolve rapidly

Which stocks are likely to perform strongly in the final month of 2025? As 2025 enters its final month, the market remains in a complex state, intertwined with AI enthusiasm, rate cut expectations, and sporadic volatility. I'm actively seeking stocks that still possess sufficient upward momentum to deliver solid gains …

MSFT is your safe bet

Day Trader of MSFT and SOFI Hi! I have 5 accounts, regular managed by my CFP around 800K, and he also manages my two IRA accounts, around 50K each. I have a 403B that I put money into every two weeks. I have set aside 100K that I do one …

The best example I have was **MSFT**. While a $1,000 investment at the beginning of 2000 was worth only around $355 just two and a half years later (a **-65%** loss), the stock didn't fully recover its peak value for over **15 years**, finally reaching that point again in 2016. …

Yes, I would absolutely choose $50k in VOO over GOOG. I'm old enough to have gone through the dot com bust when I was a teenager. If you're asking this question, I assume you aren't old enough to remember the dot com boom. Do you even remember the 2008 GFC? …

Yes, because putting all of your money in one company is usually not a great idea. Even then, how much GOOG/L do you actually need? It’s already part of the s&p 500. If I wanted tech companies, why wouldn’t I also want to own NVDA, MSFT, AAPL, AMZN, etc? If …

MSFT c500 for friday looking like a bargain with what might end up being a squeezy week for shorts(yeah yeah admin squeeze these nuts too! )

Thoughts on MSFT?

MSFT been disappointing last couple of months

If you want growth without NVDA-level volatility, MSFT is the safer bet. If you want pure AI upside and are ok with drawdowns, NVDA. Personally, I’d split it. And alternatives? ASML, AVGO, GOOGL.

Copilot told me to not invest in MSFT LMAO

NVIDIA invests $2 billion in Synopsis: New moat in Electronic Design Automation https://nvidianews.nvidia.com/news/nvidia-and-synopsys-announce-strategic-partnership-to-revolutionize-engineering-and-design "NVIDIA invested $2 billion in Synopsys common stock at a purchase price of $414.79 per share." --- The Synopsis Electronic Design Automation (EDA) software runs on Intel and AMD CPUs. This chess move by NVDA will shift …

I would not buy either of them. NVDA has massive downside once the data center capex boom slows down. Declining earnings + P/E compression will mean tough times for shareholders. MSFT will do less badly, but not worth an investment IMO.

LISTEN! $AMZN HAS ITS AWS CONFERENCE TODAY AT 11AM. they are about to tell everyone they are adding 2GW A QUARTER ( estimates) for next 8 qtrs. That's approx $5b QoQ AWS growth!!! $245 Dec calls will print 🖨!!! Pair trade is to short $MSFT

Was feeling bullish about MSFT but had the misfortune of moving back to Windows 11 due to work. Puts

Pretty much all of my initial holdings during my younger and impatient years. Some of my stocks and buy points included: AAPL ($32), NFLX ($18), MSFT ($25), DIS ($45), PCLN ($18) Too many more to remember. Eventually got older and wiser...

satya nadella has the biggest forehead i have ever seen i don't know why my retirement account isn't 100% MSFT

I was at around 300k with just Vanguard. btc, and Mag 7, and it shot up to 500k, so I thought I'd be bit more riskier. Thanks for the input. Guess I'll sell everything and buy a 'value stock' then hahahah Vanguard will be completely DCA'd into those other ones/ …

What do you guys think of MSFT at current price?

Sold MSFT for like $40 years ago...

Morningstar provides their own fair value estimate for stocks in their coverage and there are a number of high-quality names that are under their fair value estimate right now. I have been picking up the following: CDNS (fair value $330) SNPS (fair value $515) PANW (fair value $225) ZS (fair …

The AI trade The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for …

The AI trade has decisively split recently. The Google compute complex, including AVGO, LITE, CLS, and TTMI, has soared. The OpenAI compute complex, including ORCL, AMD, CRWV, MSFT, and NVDA, has crashed. Of course, underlining this split has been: 1) the growing popularity of Google’s TPUs for AI compute, 2) …

1) literally everybody talking about google's TPUs 2) What about MSFT who can put Copilot (which utilize GPT) into Office which everybody uses and Outlook/teams which tons of orgs use. Pretty similar, Android is a significant delta. Google putting their AI in their existing software is... not remotely sneaky. 3) …

Sadly, I keep a list with sold prices, current price, and how much more i would have if i didn't sell. Yes. I am a masochist. And none of these are "kinda regret", they are full "please God, let me go back in time so i can prevent this". ABBV …

If MSFT and UNH were people I would punch em

When I was younger, I used to try "trading" buying and selling - rinse and repeat. I did not have a specific strategy. I did it part time and eventually focused on Mutual Funds to make life easier. That being said, I later rollover some 401Ks into a Traditional IRA …

MSFT I sold a bunch before pandemic lockdown.

I'd trim apple buy MSFT+amzn with it

IREN and NBIS are heavily discounted atm. Both had multi billion dollar deals with MSFT

Sold half of everything right after Covid and before the giant drop…. Should have re-bought everything I sold once it bottomed but things were so uncertain I did not know when the bottom was. The big one was META TSLA GOOG AMZN NVDA AAPL MSFT And more… The bad that …

MSFT. Had a ton at 25/share and held for like a decade or so under the Steve Ballmer years. The divy wasn’t enough for me to keep a flat stock. Doh.

2013 MSFT

I have a core portfolio that I continue to DCA weekly into: US equities (40%) 10% BRKB 5% COF 5% MSFT 5% SPGI 5% V 10% VTI REITs (15%) 5% LAMR 5% O 5% VICI International (20%) 20% VXUS Bonds (25%) 10% SGOV 10% state specific munis 5% TLT I …

lol MSFT Pre-market 488.39 −3.53 (0.72%) this is a dump for ants.

MSFT 500 calls will print this week

“AI Winners Basket” includes NVDA (not covered), GOOGL, MSFT, AMZN, META, AVGO (not covered), TSMC (not covered), ORCL, PLTR, AMD (not covered), MU (not covered), & IBM (we exclude major nonAI outperformers like AAPL, TSLA, & LLY). This basket added ~$15T in market cap (~$14T ex-TSMC) since the launch of …

Core cloud revenue growth from Dec '22 to Q3 '25: $GOOGL +108% $BABA +93% $AMZN (AWS) +54% $MSFT +44% $BIDU +18% Same AI cycle, very different compounding speeds.

AMZN MSFT GOOGL

Zero but I'm thinking of converting my NVDA or MSFT entirely to this.

I’m staying away from any company that’s inserting itself into OpenAI’s financial circlejerk. MSFT and NVDA are out for me for that reason. I think META is a far better bargain here with the risks of their capex having been somewhat priced in already during the recent -25% drop. I …

My thoughts: JNJ is a good company . I don't own it but wish I did. It's gone parabolic recently so I'd put it on your watchlist and buy during a pullback. V is another solid choice. I own MA because they make money off of transaction fees too, but …

Lmao high yield savings engine =\\\= growth stock portfolio. Also, look at the composition of FSKAX, FSPGX, and VUG. They have high compositions of MSFT, GOOG, META, NVDA.

In no way, or direction up or down, will this function like a high-yield savings account. What’s the sharpe ratio on the tests you’ve run? You choose FSPGX to “not overly concentrate the portfolio” but this is an intensely concentrated portfolio without it. How did your tests compare this to …

Does This 5–10 Year Growth Portfolio Look Solid? AI + Core ETFs I’m planning to reinvest part of my portfolio into a moderate risk “high growth savings” allocation. I’ve run several iterations over the past few weeks and I think this version is close to finalized. The goal is to …

Does This 5–10 Year Growth Portfolio Look Solid? AI + Core ETFs I’m planning to reinvest part of my portfolio into a moderate risk “high growth savings” allocation. I’ve run several iterations over the past few weeks and I think this version is close to finalized. The goal is to …

so much wrong here, but its not true that MSFT will need to report any impairment for openAI since they use the equity method as they own a substantial but not controlling interest.

Microsoft: Dominating the AI Era — While Quiet Accounting & CapEx Moves Create Hidden Risks Something wild is happening in tech right now. Every CEO is screaming *“AI! Reinvention! Disruption!”* Every investor wants to find *“the next Nvidia.”* But when you strip away the hype, one company has actually turned …

Open AI is too indebted to Nvidia through its own deals and MSFT. It won't be able or willing to do something like this. The "Open AI made a deal" has the market potency as "Trump promises to do something." No one cares anymore. It is meaningless.

It kind of breaks my brain how I sold MSFT for $550 months ago and now people aren't willing to pay even $490 for it. Because they have only made more money, and we have had two rate cuts since then.

windows getting shittier by the day, vibe coded AI shittification in full force; valve releasing a plug and play linux based PC; copilot beyond shit and just shoved in your face constantly and for what? massive investment in openai gonna go to 0. gates on the epstein list. puts on …

Because they will bear a huge amount of risk for the benefit of OpenAI. They will spend >$25b per year to build out several massive datacenters which will be leased entirely to OpenAI. If OpenAI changes plans or cannot afford to lease these, ORCL is stuck with the assets and …

Advice on investing strategy, multiple ETFs to add diversification for riskier stock portfolio? Hey folks, Relatively new investor here, just started earlier this year with an inheritance fund, looking for advice on this strategy and balancing risk with security. I have a pretty high risk tolerance for \~50% of my …

I would wait a little longer. Once you start seeing everyone lining up for silver bars or spamming SLV and talking about it nonstop on r/walstreetbets, I will probably buy puts. Especially inverse r/wallstreetbets is usually free money. Like they hate NVDA, MSFT and AMZN right now so I'm considering …

MSFT, META, NOW

In the short term, the tech sector and maybe the whole market will drop. Those in the OpenAI's circular web (i.e. MSFT, NVDA, ORCL, AMD) will be hit the most. Well-deserved. In the long term, if AI is not a flop, the hyperscalers won't have to compete as much for …

MSFT has a large gap down around 420. Once it fills I think it will rejoin the party.

Okay but why does michael burry have a monopoly on truth when it comes to the depreciation of these assets? He, an investor, and trained doctor, understands depreciation better than MSFT and Google ?

You have MSFT, UBER to allocate, review

Weirdly, CDNS and especially SNPS. Some of the highest quality companies out there. CDNS isn’t super cheap but SNPS is more discounted. I’m also looking at PANW and ZS. All four of these are high quality companies but trading at multiples for high quality companies. META, MSFT, and NVDA are …

I'll keep my MSFT, thank you. As I did for the last 10+ years.

NVDA... trades at .68 price to earnings to growth. Screaming cheap. The next cheapest mag 7 is GOOG at 1.7. 1. \*\*NVDA\*\* (Nvidia): \*\*0.688\*\* - Best value relative to growth rate 2. \*\*GOOGL\*\* (Alphabet): \*\*1.707\*\* 3. \*\*META\*\* (Meta): \*\*1.75\*\* 4. \*\*AMZN\*\* (Amazon): \*\*1.806\*\* 5. \*\*MSFT\*\* (Microsoft): \*\*2.061\*\* 6. \*\*AAPL\*\* (Apple): …

AMZN !!! You had your chance on Meta a few days ago Some like CRM, and ADBE I bought Meta $585 and MSFT $475 last week NVDA if it slides anymore I’ll be buying some more NVDA

Top3 best buys ranked in mag7: 1 $NVDA 2 $AMZN 3 $MSFT

Cyber is recession proof as you can’t not buy it to keep your business online. Netskope IPO’d earlier this year, they are fairly unknown unless you’re in the industry. Very similar to ZS but better imo. Good solution and growth, you will thank me in 5 years. I owned S …

I suspect MSFT is getting dragged down by the worries about OpenAI.

If anything, Microsoft will buy the rest of what it doesn't own and its financials will integrate so deeply in $MSFT's books that it would be too difficult and no longer worth tracking. All that would remain would be how much revenue Office 356 is printing

My thoughts are that you probably own MSFT

This is why I own AAPL, GOOG, AMZN, MSFT, NVDA and META. I used to own TSLA as well until I found out that Elon was such a douche and well fuck him so I sold that shit.

I didn’t follow any of it. I bought some Alphabet a while ago because it looked undervalued (it’s up roughly 100% since then). NVDA has been too volatile in the past and I hate buying stuff that rallied so much so I didn’t even look at that, and AAPL and …

Bro, just invest within ur circle of competence. Simple as that. Why I own Google? Been using YT, Gmail, then Drive n Cloud since I was a kid… also, it’s an incredible biz. Why I own Meta? Lol, we started w Facebook, then WhatsApp (still essential), now Insta. Every time …

MSFT just not sexy.

Meta still has a better valuation than MSFT

I love, love, love NVDA. What incredible growth. Also MSFT, META, and AMZN.

MSFT, AMZN

NVDA is a market darling and rarely trades at a discount. Few companies trade like this (APPL comes to mind and MSFT currently). Anything under 180 seems like a good entry to me. Could it go much lower? Sure probably. But if you are holding longterm, this will likely go …

NVDA, GOOG, MSFT, META, AMZN

i've been hesitant on leverage but how about QLD? im in mid 30s and i'm investing long term (individual / retirement). is QLD also a good option for long term retirement? (not in retirement fund but in individual brokerage, along with META, GOOGL, AMZN, MSFT, AAPL). im sure majority people …

i've been hesitant on leverage but how about QLD? im in mid 30s and i'm investing long term (individual / retirement). is QLD also a good option for long term retirement? (not in retirement fund but in individual brokerage, along with META, GOOGL, AMZN, MSFT, AAPL). im sure majority people …

MSFT feels like a safe bet for recovery from recent dump, thoughts?

ASTS, MSFT, GOOG

NVDA, GOOG, AAPL, MSFT

Does MSFT 490 Call hit or nah?

$GOOGL has pulled its EU antitrust complaint against $MSFT's Azure cloud after Brussels opened a DMA probe into Azure and AWS. Google says it still backs its claims about “anticompetitive cloud licensing practices,” but will now let the Commission’s DMA investigation run its course, per statements from Google and the …

MSFT goes down. Probably. Maybe.

I'll take the bet that's the opposite of most here. ChatGPT is not a chat bot. I can see a vision for what they are doing. I stand by they will be a hub through which you will do a lot for yourself personally and professionally. OpenAI and ChatGPT will …

Psychotic grandpa talking about his friend to put 10$ in MSFT back in the day could’ve been worth 10k today he’s crying

How can you go wrong buying MSFT, Google, Amazon? Some huge financial stocks, eg Visa? BRK? Like, you most likely will not break rule #1 even if you don't beat the market. Where i live, profits on ETFs are taxed at 41% even unrealised gains, every 8 years. Individual stock …

MSFT Stock is trading at 29x Forward PE which is very close to Alphabet. I am more confident about MSFT earnings going forward and had sold Google in this run up for Microsoft. OpenAI losing their lead is a nothing burger. Why? Because sooner or later, OpenAI will release something …

Every IT colleague and peer I have would jump ship tomorrow on Microsoft and switch to an alternative if one existed. But, it doesn't. MSFT has the enterprise world by the motherboard. There's a shitload of negative sentiment towards the company. But, stonks rise because of a monopoly.

Can NVDA hit 200 and MSFT 500 by Christmas

MSFT 525c 12/19 look 👀

BABA with the national security FUD every week. Yes BABA helps the Chinese government. And MSFT helps the US government. Shocker.

Last year I found out I was autistic. Yesterday I bought NVDA and MSFT calls. Where do I sign up for my helmet?

now its MSFT's turn!

MSFT finally waking up?

MSFT has arguably the most exposure among any of the big tech companies to the unprofitability of AI right now, due to its deal with Open AI. NVDA has plenty of exposure certainly, but they mostly sell chips to the other companies which isn't going to change immediately if Open …

You are on the right track. Add MSFT to the list and maybe PLTR. Believe MSFT is the largest shareholder of Open AI so when it goes public should see a bump. Once you have 100 shares of any stock. Start selling calls and collect premium. Sell them like less …

MSFT is also doing great.

MSFT under 500 a share is such a damn steal. It’s pretty much an ETF at this point

MSFT, show them why you aren’t a shit boomer stock and go to 500 today

After Google hype do we know which Mag7 gets circle jerked next? Tesla, MSFT?

The stock was priced to perfection and people realized that MSFT doesn't have a strong moat.

Look into setting up a Roth IRA. It’s a tax advantage retirement account where future withdrawals are tax-free as long as you’re older than 59.5 years old and the account has been active for at least 5 years. There are some caveats where there’s an annual limit on how much …

They have a deal with MSFT. Not a meme stock

Theoretically, massive margins should inspire competition. This happened to Amazon's AWS - when it was the only cloud player it had absurd margins, now cloud is fiercely competitive. It seems to be happening to Nvidia - hyperscalers all have or are developing custom GPUs (TPU, Inferentia, Maia), and AMD now …

Low risk: MSFT Medium risk: RDDT High risk: QBIS

As others have mentioned, there is no problem with MSFT. I still have a lot of my money there. Investors are just rotating their money around. I can see it going back to $500+ before year end. There are some comments that it is because of Google's new model but …

All I know MSFT had a major correction in 2000. It took 16 years and replacement of Gates to get it back. These are solid mature companies. I am not adding but it will not move like these AI companies.

whose valuation are too high, can you specify? NVDA? MSFT? META? GOOGL?

MSFT and META both “down” recently, but likely will pick back up imo

MSFT calls

Lol this sub kills me. Please read these forums regarding NBIS 6 months ago, and now read them, knowing 6 months more information about the company and the deals it has gotten since then (MSFT & META)

18% YoY top line growth for MSFT is higher than both GOOGL and AMZN. When I invest in companies, I look for consisent growth in top line, bottom line, dividend distribution and also confidence they'll maintain that long term due to some form of competitive advantage. But what the stock …

RDDT, SOFI, ACHR, JPM, BAC, UNH, BRKB, NVDA, GOOG, MSFT, META, AAPL, RIVN, FBTC, OPEN, TQQQ, MA, AXP, IBM, EQIX, and WELL

Right now the AI narrative has titled to GOOG and their latest Gemini version being superior to current copilot based on ChatGPT. This is a long horse race and I think it’s a buying opportunity for MSFT on fears it’s fallen behind. The next copilot/chat got release will probably shift …

I was wondering the same thing. I've had a block of MSFT for quite a while and just realized it's down 10%.

MSFT’s dip feels more like normal rotation than anything scary. Earnings were good, the stock just ran a lot, so even tiny margin worries can spark a pullback. Doesn’t look like there’s some big hidden problem.

Confused with Microsoft. Other tech stocks are doing fine. whats up with MSFT MSFT recent earnings were great. and exceeded expectations. other tech stocks are doing fine and / or atleast stable. Yet MSFT is down \~\~10% since their last earnings call. I am thinking about moving my cash that …

I'm buying MSFT as often as I can

Gonna need MSFT to just pump 3% out of nowhere

It's not a meme stock. They have contracts with MSFT, META. The team has expertise. They have other businesses that could generate money in long term. They are not real-estate/energy company posing as Neo cloud. It's a tech company. PS: They have execution risk. Good luck.

Who knows if the GOOGL META deal will even materialize, it's just a rumor for now. I recall this summer there were reports OpenAI was using GOOGL TPU - and then OpenAI refuted it saying they are only using GOOGL GCP cloud, but not TPU. IMO it makes little sense …

Because MSFT/OpenAI dropped the ball when given a huge lead over GOOG when they first started with ChatGPT. Not only GOOG Gemini caught up to ChatGPT, it has surpassed it (Sam Altman admitted this). Google's AI is backed up with Google's cloud infrastructure, its in demand TPU and upcoming Quantum …

Reports indicate that Google and Meta are in talks over a multi-billion-dollar artificial intelligence chip deal, sending Nvidia's stock price lower on the news NVIDIA (NVDA) shares rose as much as 5% in early trading Tuesday after reports that the artificial intelligence chipmaker may soon face increased competition from its …

Theoretical game: $1T in NVDA mkt cap moves to GOOG When the "new thing" comes along, professional investors who want to buy the "new thing" have to sell something. They look at the leaders of the "old thing", decide how quickly the "new thing" can take market share and extrapolate. …

I once sold APPL at 122, MSFT at 239, TSLA at 172.. and guess who is the final boss? I bought PLTR at 23 back then and cut loss at 12

Anthropic has the best coding model, $GOOG has the best model overall, $META has the best researchers, $MSFT has the most money. How does Open AI justify a 1T IPO?

can someone tell me wtaf is wrong with MSFT? shits at june prices and its been beating earnings like crazy since then.

Do I avg down on NVDA calls or buy MSFT 475 Jan 16 calls My NVDA is 180 strike jan 2nd Decisions by a regard

MSFT’s pullback looks like a buy if you can wait 12–24 months; it’s capex timing vs revenue, not a broken story. What I watch: Azure constant-currency growth and how many points are from AI, Commercial bookings/RPO, Copilot paid attach/ARPU, and capex vs gross margin trajectory. Catalysts: Copilot upsell into E3/E5, …

What's crazy is $MSFT & $AMZN Still have a higher P/E then $GOOGL lol.

If they didnt dump billions into openAI and then tell everyone it slashed their earnings on their earnings report, they wouldn't be so low. OpenAI is losing the race and burning cash that it doesnt even have at an exponential rate. MSFT dumped a ton into them, functionally lighting cash …

This AI bubble has degrees of separation from the actual bubble We’re at this stalling point as this month is literally a pause after a 35% bubble formed when logically a 35% correction should’ve followed tariffs etc. But this will not burst like the dotcom burst as there is a …

This AI bubble has degrees of separation from the actual bubble We’re at this stalling point as this month is literally a pause after a 35% bubble formed when logically a 35% correction should’ve followed tariffs etc. But this will not burst like the dotcom burst as there is a …

This AI bubble has degrees of separation from the actual bubble Trigger warning: AI heavy investors will find this post triggering. We’re at this stalling point as this month is literally a pause after a 35% bubble formed when logically a 35% correction should’ve followed tariffs etc. But this will …

MSFT vs other mag7 stocks With all other mag7 stocks reporting big AI news in the last couple of months, MSFT is the only one that has been lagging behing and dropping in price. It's slowly becoming a good value. Do you think there are some positive news coming in …

I had 7 accounts originally and during 2021 I went into options and blown one account to 20k, made some rules to improve and it is not appx 75k. After 2021, stopped margins, options and focussed only profits. Here are my rules, but may or may not fit for others. …

Surprised nobody told MSFT. It is the silent AI giant. After NVDA and OpenAI, MSFT will be the largest AI enterprise

As long as it's trading below MSFT multiples, it's a slam dunk buy. Going to 375 minimum by EOY if macros hold up.

I'm a little concerned about an AI bubble, but I am more concerned about PE ratios of the SP500 and that brokerages like GS, Fidelity, Vanguard, and Blackrock are pointing to below-market performance of the SP500 over the next decade. I still have about 10% of my portfolio in VOO, …

MSFT stinks

In general reddit is very bad for stock discussions but this sub takes the crown with how wildly off the mark most of the posts are. Many people here are simply allergic to profit or anything positive and in their mind anything above inflation growth is a red flag and …

Why should MSFT adjust for OpenAI's losses? Seriously - explain it.

Holy shit even MSFT up?

Sooooo AMZN and MSFT calls are free money?

Soooooo why has MSFT sold off and yeah you can just make free money from this. A bullet proof strategy is just buy whatever MAG7 has dipped and just wait.

it's time for contrarian. BUY MSFT. SELL GOOGL

AMZN (and MSFT, along with GOOGL and ORCL) run what's known as a hyperscaler business. They own datacenters across the globe filled with servers that help run their own workloads, but are also rented out to other businesses. It's a very efficient model because a) they need to scale larger …

All the market moving news in premarket summarised in one short 5 minute report. MAG7: * GOOGL - AI infrastructure chief told employees the company now has to 2x compute capacity every 6months to keep up with demand, saying the next 1000x needs to happen in four to five years. …

if MSFT closes 397 gap next few months would be nice long entry with \~20 forward PE

Y'all should I sell my SPX 6855 Dec 19 calls to get into Spx Jan 2nd 6930 calls or MSFT 480 Jan 16 calls Pick one Thank you for your attention to this matter I need help!!!! Or should I wait till Friday

Instead of buying more google avg 156, I diversified into MSFT and META 🤡

$NVDA 160 $GOOGL 320 META 550 MSFT 490 AMZN $170 THATA WHERE THEY BELONG

Need MSFT to just rise 5% this week. Is that too much to ask for? 😭😭

In my opinion, the generational winners will be companies with the largest datasets will prevail - GOOG=BIDU > APPL> AMZN=BABA > MSFT=META but there will also be industry specific players (like healthcare, i.e., drug discovery , possibly UNH or research hospital like MSK or Duke Univ), defense maybe PLTR, travel …

META/MSFT/AMZN took a bigger hit because they were the strongest runners earlier When leaders cool off, the move feels bigger than it really is

I feel like I should short either META or MSFT after a short rally.

Feeling that calls on MSFT META Might pay well ( IF openai doesn't blow up by then)

I sold my truck and bought puts and I’m doubling down I believe Apple, and Google are about to flash crash. 200 1H MA has crossed over 50 & 100. 200 4H MA is same as 50 1D MA. $AAPL ATH Almost 20% off of 200 1D MA. $259.49 is …

Focusing on who has the best model as a source of moat is probably not the right lens. Firstly, a competitor can duplicate the model by training a copy model based on the original model output. Secondly, models may improve to a point where the No 1 model and the …

Do I change my SPX 6850 Dec 19 calls to SPX 6930 Jan 2 calls Or MSFT or META calls in the money Jan 16th Decisions by a fuck boi to be made tmrw morning

Had rough week last week. Are we in pullback or recession? META around -20% MSFT AMZON -10% But SPY QQQ only around -5% or so. Felt like a huge down for individual big stocks but index makes it seem like only a 5% adjustment or slight pullback. Are we in …

I’m officially down YTD after Advanced Money Destroyer dropped from 230 to 205 so take what I say with a mountain of salt. META, NFLX, MSFT are buys once they hit bottom. I feel like they’re going to drop more through the week

MSFT does stuff that people need and pay for that no one else can do. I'm gonna buy some more.

Price drives sentiment. Google used to be trash 6 months ago. No Sundar is god. BUY MSFT

I own some of them (MSFT, AMZN, META, NFLX) and I'm not selling anything and they'll still be in many ETFs etc. b/c they go up and down.

I bought at 43. Won’t be selling MSFT or GOOGL ever if nothing big changes.

The thing with good investing is not to say "is this person an investing god" but "is their hypothesis good?". For me, I just don't know. But I have little data to go on, but the general chatter about AI for the past few years makes me feel like a …

MSFT reports solid growth again Anyone holding long term? Microsoft revealed another impressive quarter today, and the theme is almost the same as the previous ones AI demand + Azure = the full support of their growth narrative.Most notable fact here is still the Azure revenue increase of 40%. While …

MSFT reports solid growth again Who's holding long term? Microsoft revealed another impressive quarter today, and the theme is almost the same as the previous ones AI demand + Azure = the full support of their growth narrative.Most notable fact here is still the Azure revenue increase of 40%. While …

The only stocks is buy here are meta, Netflix and MSFT. But even then i plan to be patient

I don’t think MSFT is a screaming buy here, but shares are probably worth around $600. You decide what margin of safety is right for you.

OpenAI had aggressive first mover advantage. Focus on consumers. Brand awareness with AI = ChatGpt. But they're a victim of externalities and biz realities. Their msft relationship was huge. In a way, MSFT's fumbling of AI is a limiting factor for OpenAI. Google stumbled reacting out the gate which actually …

If you aren't getting into META and MSFT already, you don't deserve them when they're up 50% each. Come back to this, they came back throughout our history.

Credit where credit is due NVDA and MSFT has the right idea not betting all their chips on the OpenAI horse both companies have been diversifying away and investing in OpenAI's competitors

Arm is becoming the chips of data centers. They are all expanding graviton (AWS), Google developed Axion last year with Arm, and Cobalt with MSFT. Mac laptop performance, reduced heat, longer battery life from their M chips (Arm architecture). Grace Hooper chips from Nvidia are Arm CPUs integrated on the …

Reddit is overwhelmingly thinking we shouldn't buy MSFT. Buying calls on Monday.

MSFT on it's own base product it's good. But it's too vested in AI. If going for an AI play then might as well chose an AI one

I’m watching AMZN, MSFT, HOOD, RDDT, and SHOP most prominently. Among a list of a few dozen others

The only one I will touch is MSFT

I’ll add that the P/E reported by MSFT is based on a quality reporting of earnings. They actually Expense stock compensation. The other companies reported “adjusted” EPS - which ignores stock compensation. It’s correct to look at what earnings you keep as an Owner - this is earnings After all …

By P/E ratio: | Company | Ticker | P/E Ratio | | Palantir | PLTR | 365.21 | | Tesla | TSLA | 238.47 | | Broadcom | AVGO | 86.91 | | Oracle | ORCL | 46.01 | | Netflix | NFLX | 44.8 | | Microsoft | MSFT …

MSFT, AAPL, COST specifically and dca in QQQ

Tech sentiment really shifted in the last couple of weeks: "MSFT and META no longer my friend. GOOG is my new best friend now."

I would actually put MSFT and PYPL here,

META. MSFT and AMZN

AAPL AMZN GOOGL MSFT NVDA COST SPY Im old.

Just buy GOOG, MSFT, META and AMZN so you have bets on all AI hyperscalers in the race.

Oracle (ORCL) - Down 44% debt. Palantir (PLTR) - Down 30% insanely overpriced. Meta (META) - Down 27% because facebook is dying what is meta bringing to validate their share price? Nothing. Tesla (TSLA) - Down 22% car company declining sales, hype train. Waiting for Elon to tweet about flying …

Real sale is: 3. Meta (META) - Down 27% 5. Netflix (NFLX) - Down 22% 6. Amazon (AMZN) - Down 17% 7. Microsoft (MSFT) - Down 19%

What are we thinking about MSFT? Good entry?

Of this list I will buy NFLX and MSFT. Not on this list that I will be buying: CRWV, RKLB, and maybe RR.

I'm waiting for meta to tag 550 for first buy. And MSFT to tag 400

ASML was down 7% in one day last Friday. MSFT is at a great level if you wanted to add it to your portfolio.

Orcl has just arrived at Sept prices, cool Meta doesn’t have any guaranteed gov contracts and is basically subject to being the popular social media, no moat Nflx as good as the stock is, it’s never going to be a must own. It makes tv shows and could easily be …

Companies like MSFT will always trade at a premium to their perceived Fair Value. There might be unique opportunities when the market tanks, but for me it’s just a buy every month and hold company.

AMZN and MSFT has lot of potential to reach their ATH. Stay away from PLTR it’s already way too overpriced and close to meme status, ridiculous PE, it’s only growing up because they have political ties. Same with ORACLE too, too much debt and less profits.

Black Friday Sale List Decline from record high: 1. Oracle (ORCL) - Down 44% 2. Palantir (PLTR) - Down 30% 3. Meta (META) - Down 27% 4. Tesla (TSLA) - Down 22% 5. Netflix (NFLX) - Down 22% 6. Amazon (AMZN) - Down 17% 7. Microsoft (MSFT) - Down 19% …

Your first 5 picks are decent, though GOOG, MSFT, AMZN and META are like 15-20% of spy so it’s pretty concentrated in 4 companies. That aside; the rest of your picks suck. I’m all for picking small caps working on the future, but yours aren’t good. AUR - what’s their …

Investing in individual stocks is investing in a company - not the broader economy. I buy companies that consistently increase shareholder value through growth in top line, bottom line, profit, margin, dividend etc. A company can be doing great, but macro issues pull the stock back. But in the end, …

$GOOGL vs $MSFT: Alphabet's Market Cap Surpasses Microsoft's – First Time Since 2017 (End-of-Year Data) Alphabet's market capitalization has once again surpassed that of Microsoft. * **Alphabet (GOOGL):** **$3.617 Trillion** * **Microsoft (MSFT):** **$3.509 Trillion** The [last time](https://postimg.cc/WD1hJXyk) Alphabet closed the year with a higher market cap than Microsoft was …

My top growth stocks and why To not sound like a complete idiot - I have 10% into spy, 20% into GOOG, 10% into MSFT, 10% in AMZN and 10% in META. The remaining 40% are however my chance to rise from poverty. I live in a country with a …

AMZN MSFT RDDT META MELI AMD

AMZN, META, TSLA, MSFT

MSFT

Just another day of MSFT and AMZN busy racing down

I'm thinking about buying more MSFT and jumping into GOOGL

Put calls on MSFT! Lets fuckin’ goooo!

UBER AMAZON DATADOG AMD AIQ ETF BOTZ ETF MSFT Little bit of CRM (salesforce) I am buying these.. How to these sound for the long term (5 to 10 years)

Disclosure, I'm a founder, but check out **Accountable Finance**. If you'd like I can give you a gift code. You mentioned wanting antifragile strategies for different market conditions. Most apps just show you stocks or news. We let you build and backtest systematic strategies (value, momentum, quality, defensive) to see …

Sam Altman himself admitted chatGPT is getting cooked by GOOG Gemini and paired that with the Daddy MSFT divorcing from openAI, things are not looking to good for openAI IPO. If Altman wanted to cash out a trillionaire and leave investors the bag he should've IPO'd months ago

What are the best apps to view stocks at the moment? The market might be a little shaky at the moment but still, this year things have worked out better than I thought. Growth-wise, MSFT, PLTR, NVIDIA are leading my portfolio, and I'm also starting to diversify more into dividend …

How do people feel about MSFT at its current price? Is it more stabilized? Is it worth getting into?

GOOGL larger than MSFT in market cap now.

Why is MSFT dumping so hard since earnings

I guess MSFT isn’t going to get a nice end of the year lol.

MSFT, META, HOOD, TSLA

Is AI really a bubble or this is just market correction? Hi folks! I am new to investing and everywhere I look, they are saying that is seems like a dot com bubble over again, which will crash the market. If AI bubble is not true, why is Warren Buffet …

CASY, CBOE, GOOG, MSFT, MCO, SCI

ITOT MSFT

MSFT AMZN GOOG

I’d recommend some super boring and super reliable:VOO and Spy VTI,or some single name exposure for fun: AAPL,MSFT,COST,AMZN,BRK.B-mega-cap,durable companies that will probably still exist in 2055.

AI is commonly regarded as a "winner-take-all" type of competition. With META out of the race and AMZN & MSFT with no in-house LLM, the competition now leaves to OpenAI, GOOGL, xAI, Anthropic. GOOGL just proved it can win the race. The winner takes all.

I wouldn't be buying MSFT anytime soon - that chart is UGLY, literally falling off a cliff. Looks like there's no support until all the way down below $400

MSFT, MSI , BTC

Given all the conversations around OpenAI's finances and audit, I would love to see them actually file an S1 for their IPO. There's been some chatter that they go the SPAC ways because less scrutiny LOL. I'm guessing if OpenAI goes down the most exposed would be CRWV, NBIS, ORCL, …

If I am buying the dip I am making a growth play. AI is the growth fad right now, so I'd be grabbing more NVDA, INTC, and AMD. Other interesting things are BE, AMZN, GOOGL, AAPL, and MSFT. I think somebody once said, "Be greedy when others are fearful."

Meta, AMZN, Unh, V, small amount of MA and MSFT, and DCA into GOOGL

MSFT if it drops another 20-30%

Meta + MSFT

CRCL, MSFT, and SOFI probably pick up some AMZN as well.

What are you buying at current levels? I’ll go first; META, DIS & potentially MSFT over the coming days.

MSFT's eggs are in the OpenAI basket. They themselves have no distinguishing tech. I put them behind Google who is a moonshot factory and Amazon who has a massive opportunity with robots and moonshots of their own.

I have equal amounts of AMZN, MSFT, and GOOG, I'm betting on all three.

I’m a buyer but I don’t know what to buy. Already deep with META and MSFT.

Got an encore of Q2 META/MSFT gap up.

What? There were plenty of stocks that went down 100% in the .com bubble; hell even good profitable companies like MSFT had 60% draw downs from their peaks

Asked AI, What stocks to buy for maximum growth when AI bubble burst? 15+ years time horizon Planning ahead if AI bubble bursts. Got cash on sidelines. Planning to stock pick when stocks crash. Currently 50% in Stock 50% in cash. Trying to be greedy when others are fearful. Chime …

Critique my revised 1 yr hold portfolio This is it. Total value is roughly 800k, decided to put 50k in voo. The rest: NVDA — 18.02% AVGO — 11.60% ASML — 10.33% ANET — 9.93% OKLO — 6.45% PLTR — 6.41% MSFT — 6.24% TSLA — 6.02% GOOGL — 5.02% …

You’re noticing something very real — it’s called **sector correlation** and it’s extremely common in tech, especially AI-heavy names. # 🔍 Should you use it for confirmation? It can help, but with limits. # Useful: * If NVDA breaks a key level with strength, AMD/AVGO/MSFT *often follow*. * If QQQ …

There is really no question here; Amazon, Google, Tesla, NVDA, MSFT, and Meta Throw everything else away, close your ears to noise, ignore everything and just DCA for 10 years. That's the best option for anybody who doesnt want to actively engage with the market. The secondary option, is to …

GOOGL might overtake MSFT in market cap today.

GOOG just overtook MSFT in market cap AAPL, you’re next

it's not a bubble, it's a reorientation of the global economy. USA as a tech leader is set to benefit, as are it's big tech companies. this will take many more years to play out. yes there will be ups and downs (corrections) but there's a reason NVDA is making …

I need MSFT above $510 very urgently pretty please

industry wise, most of the AI projects get killed as there's less revenu / cost savings than the business thought. technology isn't there yet, in most cases. where it does work - it's saving shit tons of money through needing less people. Nvidia, MSFT, etc are all playing the same …

I can reverse the question for you. if NVDIA, MSFT, and co, pool their resources and create an AI, which is claimed to be slightly better than Chinese AI and at par or below Gemini AI developed by a single company with a different architecture, how long do you think …

Nothing ever happens is not accurate. From being 85% in NVDA and 15% in MSFT in 2022, to selling my NVDA fully in 2024 over valuation concerns, to buying NVDA back and once again selling 40% to diversify 2 weeks ago, all these "bubble" talk have done for me is …

MSFT is the long term stable relationship we all need in our portfolios. Best AI play though...I expect GOOG to see a bigger P/E lift on near term AI but no one plays the long game as well as MSFT.

Q3 Net Income... Google $GOOGL: $35 Billion Nvidia $NVDA: $32 Billion Berkshire Hathaway $BRK.B: $31 Billion Microsoft $MSFT: $28 Billion Apple $AAPL: $27 Billion Amazon $AMZN: $21 Billion massive big tech bubble bursting any second now.

I like MSFT but Copilot is ass (except in Git). In my experience it hallucinates the most. It is nice that it gives a lot of references, but the results are found from the 7th page of Bing.

Microsoft may be the best REAL A.I. play yet.. After looking at the insane web of partnerships Microsoft has built by late 2025 exclusive cloud for OpenAI (hundreds of billions committed), massive multi-year Azure deals with AT&T, Oracle, Snowflake, Coca-Cola, Vodafone, Volkswagen, Walmart, the U.S. DoD, London Stock Exchange, and …

META & MSFT are ghey af!

>2. “Suspicious Revenue Recognition” >Burry warned that many AI companies may be using accounting methods that make their revenue look larger or more stable than it really is. >This can include: >Booking multi-year deals upfront This isn't true. A company can only record revenue after the service or product is …

Can't post links to the site here so I'll just copy and paste the data.. Q3 Revenue Growth, YoY % Change... * Palantir $PLTR: +63% * Nvidia $NVDA: +62% * AMD $AMD: +36% * Meta $META: +26% * Microsoft $MSFT: +18% * Netflix $NFLX: +17% * Google $GOOGL: +16% * …

NVDA's numbers today show that if not fairly valued, it's more likely undervalued. It was adding 4B to 5B per quarter, and now they guided to +8B revenue next quarter. Already the most profitable company in the world. Adding 8B revenue each quarter with 60% of their revenue being pure …

Did NVDA get to the point already where they surpassed GOOG, AAPL, and MSFT in free cash flow and operating income?

In my mind (I am a long term shareholder), it’s not necessarily about current/future valuation metrics, but rather the question of ROIC. Let’s be honest. The Reality Lab’s ROIC has thus far been a disaster/money pit. I hope the AI ROIC doesn’t follow suit. META doesn’t have what other major …

I remember my dad saying when I was a kid, he wished he had gotten into MSFT in the early 90s. If he had bought it the day he said that he would be a multimillionaire today.

ew meta call why. keep the MSFT one, switch META to GOOG.

MGK - mega-cap growth. Essentially a bet on population growth with established companies in tow. MSFT - they’re entrenched and forward-thinking. And massive. They’re not going anywhere in 20 years and will have their hand in whatever tech comes along simply due to their war chest. Barely edges GOOG for …

MSFT showing it too.

Cut your losses on META. MSFT still has a shot.

If you’re just getting started, one thing that helps a ton is understanding how your overall portfolio is actually behaving, risk, concentration, diversification, etc. A lot of beginners accidentally end up super concentrated (Google/TSLA/MSFT/AAPL is basically a tech-heavy momentum bet). If you want to experiment, there’s a free tool called …

Bleeding bad Accepted my fate that Meta is cooked. Have some conviction on MSFT, will continue to buy more contracts. Going to load into AMZN April calls once VIX dips below 20.

Is MSFT a buy here?

GOOGL briefly overcame MSFT in marketcap minutes ago. Third most valuable public company in the world.

This looks like a leverage time bomb, and the CDS spike is the tell. If OP’s numbers are close, $80B/yr capex vs Oracle’s historical FCF means they’re leaning on debt just as spreads blow out. When CDS doubles, I’ve usually seen management cut capex within 1–2 quarters and push delivery …

GOOG just broke $300, might overtake MSFT in market cap today

They're also aggressively expanding groceries and likely to automate via robotics a lot of roles in the future. While most of us see groceries as low margin, I raise you Costco and the mad money they make from subscriptions & subsequently maintain a high PE. Of the 7 I only …

Maybe it was simply FOMC, but I find it kind of tough to believe as for now the market disagrees with the idea that inflation is worrisome. 10's would be up more if the market was worried as them being at the same level as policy rate is something that's …

MSFT 12/5 530C Bought them 2 weeks ago. Hasn’t gotten better. Thinking sell or hold

Sold out a couple of years ago in favour of MSFT and GOOG. Tbh at current valuations I think META would be the best tech play now.

Break up the market into segments. These companies provide different service to different segments of the tech sector. MSFT: enterprise software. They're likely to pivot into agentic ai, specific task driven ai agents that perform specific services for specific industries. These can be more than simple chatbots. Data analysis? Supply …

I think other hyperscalers are making very little profit on their AI investments. For example, the large majority of MSFT’s AI revenue comes from OpenAI and per reports, MSFT is charging AI only the cost of running the hardware. META, on the other hand, uses its AI investments in its …

I did that with CRWD when that whole thing happened and have also not been dissapointed. Also bought more MSFT at the time. I did not buy BA after their whole Maxx crash situation and the whistle blower dying situation. That one is on a weird risk level I wasn't …

It’s time to sell people and invest into Google Alphabet and MSFT don’t believe me compare the yearly % increase and go watch many videos like I done NVDA has made me lose $242,000 over the past 8months and will continue to go right down as the USA inflation is …

Msft is coiling the spring. NFLX showing steady growth despite inflation (apparently even if you're broke you still find the money for Netflix) added nflx on yesterday's dip. Bought a few MSFT today, might add more tomorrow.

I bought MSFT and META, because I hate these 2 companies... But I know emotion shouldn't impact my investment decisions...

Let’s assume OpenAI is going to make 0$. Why would Mag 7 companies invest in it ? I’d understand NVDA because OpenAI needs their GPUs. However, why does MSFT ? Why do other companies feel the need to invest into their own AI like GOOG, TSLA, etc ? These are …

MSFT and Nvidia in unrelated news announce 30 billion dollar investment in anthropic \s

New to investing — trying a simple mix of Big Tech + Defense. Does this look okay? I’m still learning how to build a portfolio, so for now I’m keeping things pretty straightforward. I split everything evenly (about 12.5% each) and was planning to rebalance once a year. My idea …

The stake is about 3-4% of the MSFT market cap. Your MSFT valuation is mostly about their own business, not the 3% invested in OpenAI. MSFT is priced to grow at least 15%/year for many years to come. If the 3% goes away, it wouldn't matter at all. The bigger …

MSFT/GOOG/AMZN They will exist in 20 years and likely be even more gigantic

MSFT

MSFT and NVDA to invest in Anthropic as Claude maker commits $30 billion to Azure "Microsoft and Nvidia plan to invest in Anthropic under a new tie-up that includes a $30 billion commitment by the Claude maker to use Microsoft's cloud services, the latest high-profile deal binding together major players …

# Anthropic is now available on Azure, hope this is bullish for MSFT which has been dripping red lately!

Damn even $MSFT is down -$17

MSFT, I am tired bro

Wtf is wrong with AMZN and MSFT??????

Is MSFT a buy here?

NVDA is the best bet if you believe in the future of AI. However, other companies like META, AMZN, GOOG, AAPL, and MSFT are profitable without AI. These companies have been dipping in share price because investors think they are spending too much on AI. If these guys cut back …

Interesting seeing how many people on reddit panick anytime the market goes down. You can tell 1. Who has never been through a crash 2. Who has shit diversification in their portfolios (aka their portfolio is just PLTR, NVDA, AAPL, MSFT)

* MSFT, NVDA AND ANTHROPIC ANNOUNCE PARTNERSHIPS; * NVDA COMMITTING TO INVEST $10B IN ANTHROPIC; * ANTHROPIC TO BUY $30B OF AZURE COMPUTE CAPACITY; * MSFT TO INVEST $5B IN ANTHROPIC; And the fake circular pump economy continues.

This used to pump NVDA and MSFT 100-300B dollars in market value. Not anymore.

$AIRE AIRE Launches Internal AI-Powered Engagement Assistant to Automate Lead Management and Streamline Mortgage Workflow. The company today announced the launch of its internal AI-powered Engagement Assistant, a multi-agent system designed to handle top-of-the-funnel lead qualification, appointment booking, and other pre-application workflows, helping improve scalability and efficiency across mortgage operations. …

If this AI bubble bursts who comes out on top? GOOGL? MSFT?

All the market moving news from premarket summarised in one short report MAG7: * AMZN - AMZN just tapped the market for $15B and got nearly $80B in demand with the 40-year bond priced only \~80 bps above Treasuries. Bond market basically has massive confidence in AMZN going forward. Oversubscribed …

SMH, GRNY, and MSFT SMH, as I believe semiconductors will continue to rule for the next 20 years. GRNY, because I like their double-thematic approach to regularly beating the S&P. MSFT is the best long-term dividend growth tech stock and will win the AI software and cloud game.

Microsoft's ESG mirage - is there real value? Microsoft is almost universally lauded for its ESG commitments, yet a sophisticated quantamental and eco-economic analysis reveals a severe, unaddressed tension: Its aggressive financial strategy for AI and Cloud dominance is actively undermining its world-class environmental goals. This core conflict makes MSFT’s …

MSFT. VTI. V or JPM.

to calm yourself down when you or any1 think of it this way, was is not much for AAPL or MSFT before ? specially AAPL and still i see it overvalued Also we can mention TSLA where it was , it is and it will be overvalued but when it …

MSFT and META calls Am I cooked or cooking

Back of napkin math: NVDAs no growth value is current net income (being generous by not using FCF) divided by a 10.5% discount rate = ~820B. Current MC is 4.55T, that means the market is currently valuing NVDAs growth prospects at ~3.7T. That’s higher than the current MC of GOOG, …

VOO is too diversified with unproductive companies. You only need to own GOOGL, AAPL, MSFT, and NVDA.

If you look at what companies make up a majority of the S&P 500. You will see that there are 7-10 that comprise of the majority of the value. Number 1 is… NVDA…. and the others are AAPL, MSFT, AMZN, GOOG…these 5 alone are nearly 30% of the weight. Look …

OpenAI making deals with everybody is a double edged sword once they divorce with MSFT as pre agreed in 5 years. OpenAI is gonna have a huge budget and revenue problem and no big tech company gonna want to burn their entire war chest keeping openAI afloat not without major …

Holy shit. If people thought this 13F was bad for AI, then why did he go balls deep in MSFT who owns 33% of OpenAI.

RKLB mainly with a small portion into LUNR for IM3 run up to flip and a small DCA into UUUU. Personally I'm increasing positions in MDA Space & Neo performance materials in addition to GOOG and MSFT

$VWAV VisionWave Expands IP Portfolio and Files Patent for WaveStrike — RF Computer-Vision Fire-Control Built for Real-World Combat Environments The company today announced the filing of U.S. Provisional Patent Application No. 63/892,721, titled “AI-Assisted Multi-Modal RF Fire-Control System for All-Domain Target Engagement.” The new application expands VisionWave’s Vision-RF patent portfolio …

Pre-Market Update \* Mag 7 stocks are mostly lower: Alphabet (GOOGL) rises 4% after a regulatory filing showed that Warren Buffett’s Berkshire Hathaway Inc. acquired 17.9 million shares of the Google parent during the third quarter. \* Amazon (AMZN) +0.8%, Meta Platforms (META) -0.08%, Microsoft (MSFT) -0.07%, Apple (AAPL) -0.7%, …

Peter Thiel – Q3 13F Highlights Sold Entire Positions •Nvidia (NVDA): –537,742 shares (was 40.1% of portfolio) •Vistra (VST): –208,747 shares (was 19.1%) New Positions •Apple (AAPL): +79,181 shares • 27.1% weight • Avg price \~$219.89 •Microsoft (MSFT): +49,000 shares • 34.1% weight • Avg price \~$502.61 Trimmed •Tesla (TSLA): …

Peter Thiel is highly bearish on AI which is why he owns PLTR and just bought MSFT

Interesting point about how big sales barely move MSFT price. Do you track these moves on TradingView? If you ever need help with platform issues or want to explore alternatives, r/TradingViewIssues has good community discussions

So, as of that 13F (September 30th) his holdings are entirely in TSLA, AAPL, MSFT. I mean it's not any kind of a rotation out of tech or AI, just a rotation within tech and AI...

They sold 17 millions shares, MSFT average daily volume 20-25 million. Most certainly would affect price on one day but not immensely. Over a week wouldn’t notice. BMGF isn’t a really good example for this “billionaires rich on paper thing.” Only matters when they own a huge stake, ie Elon …

28M, I have my 401k matched, roth ira the boring VOO, VT portfolios but I wanted advice on my brokerage stock portfolio. Holdings: Please advice any holdings I should add. I added companies that I believe can't be replaced in the long term for what they do and are diversified …

Warren Buffett just bought GOOG and he never buys stuff unless he plans on holding for like 5-10 years. Considering Thiel added MSFT and AAPL, this is just a rotation into other tech bluechips

You kinda want to have both asset classes for diversification. Equities and real estate are the two big buckets that hold and grow value over time. For us, real estate has been a winner as we now have 4 houses (three are rentals) and they’ve all appreciated a great deal …

If you can hodl that average is the best you can get if you entered post MSFT deal Albeit buckery in high beta stocks stop Jensen has Evangelion status this week : savior or harbinger of third impact

I’d just go: 75% SPY, 15% BND, 10% cash. If you wanted to buy some individual companies to throw into the mix: PEP - soda and snacks giant CAT or DE - farm and heavy equipment MSFT - O/S software GOOG - search engine, Ai, maps, email, YouTube, it basically …

The “tax the rich” arguments usually stem from financial illiteracy. They’re not doing market sell order in their Robinhood account. They use dark pools, block trades, and every other prime broker tools available to them. And MSFT is a multi trillion dollar company nowadays, a few billions isn’t that much …

Because they’ve been slashing for years. That 65% drop is not as big as it used to be. Bill gates doesn’t hold as much MSFT as he used to so it doesn’t matter anymore.

As an investor in MSFT, I was wondering why the stock hasn't moved like the other MAG7 in that period, now I know.

For those thinking Google is no longer a value stock, have you compared it’s valuation to its technology peers such as MSFT, AMZN, Etc

Not weird. Berkshire adding Google is just them doing what they’ve always done: buying dominant money printers at a reasonable valuation. Alphabet is basically a tollbooth on global internet attention with insane FCF and optionality (AI, cloud, YouTube). It fits the modern Buffett playbook. The Gates Foundation selling Microsoft is …

What’s on Your Watchlist? Hey everyone, I’ve been learning about investing for about a year now, and I’m currently building my watchlist, I’m not buying any of these at the moment, just observing and researching. Here’s what I’m tracking: AI / Tech Exposure: AMZN, GOOGL, MSFT, ANET, VRT, ASML, AMAT, …

I like a lot of your picks. I'm trying to figure out weighting for Nvidia and Google, I think I'd lean a bit more towards 12% Nvidia and 8% GOOGL, 8% MSFT.

Apple. After the bubble pop, they’ll acquire ChatGPT for penny’s on the dollar. Edit: or MSFT or GOOGL. The only “real” commercial application of this current iteration of AI is on our phones and personal computers.

Berkshire Google 4.3B vs. Gates foundation unloaded 65% MSFT 8.8B. (13-F disclosed around 9p last night). https://m.economictimes.com/news/international/us/bill-and-melinda-gates-foundation-just-slashed-its-microsoft-holdings-by-nearly-65-move-raises-eyebrows/amp_articleshow/125347417.cms [ bulls disliked that ]

Analyze my 1yr hold portfolio for flaws I will walk away and rebalance/change holdings in one year and not look at it until then. NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% AMZN 2.9% ETN 2.5% …

Critique my 1 year no-touch portfolio NVDA 18.8% AVGO 12.0% ASML 11.0% ANET 11.0% MSFT 6.5% PLTR 6.7% OKLO 6.5% TSLA 5.7% GOOGL 4.5% TSM 4.8% FGKFX 3.7% (LOCKED) AMZN 2.9% ETN 2.5% VRT 2.1% AMD 1.5% FBTC 1.0% FETH 1.0%

Owner Earning Yields of the five hyper-scalers compared The owner earnings yield (OE%) of the 5 hyper-scalers are compared over the last 5 years. GOOG has the highest OE% of the 5, followed by META, with MSFT at the bottom. [https://i.imgur.com/XY8sVag.png](https://i.imgur.com/XY8sVag.png) The above chart is from [Gurufocus.com](http://Gurufocus.com) data and has …

The Gates Foundation is a charity organization, not an investment firm. The entire reason it exists is to sell MSFT stock donated by Bill and Melinda and use the proceeds to fund their charitable initiatives. Similarly, Buffett donates BRK stock to his family foundations for them to sell and donate. …

MSFT already had the AI hype. Google is trying to catch up. Now the momentum’s on google’s side

At a very high level, this is how I’m thinking about it. Nothing is cheap, but… GOOG and AMZN are the cheapest with the best monetization paths in my opinion. META is cheapest, but their AI monetization plan is less clear. I understand that they can use AI to boost …

Here’s a basket of high quality AI infra stocks that I own: NVDA (duh) GOOG (duh) MSFT (duh) AVGO (custom silicon and networking) ASML (lithography monopoly) MU (high bandwidth memory) GEV (power generation) VRT (power and cooling) As to why GOOG and MSFT vs AMZN or META, I simply prefer …

What companies that existed before the internet bubble were the biggest beneficiaries of it and how long did they take to monetize it? We all know about the ones that came after: META, GOOG, AMZN, CRM, etc. ORCL, AAPL, MSFT all of which existed in the 1980s. ORCL mkt cap …

MSFT is getting too close to Sam and Jensen’s game of soggy biscuit

I think the big companies like googl and Microsoft won't be affected as much as the smaller companies who are mainly AI. I don't think there will be an AI bubble, I think the crappy ai companies won't make it in the long run. My money is mainly going to …

Hey I mean if it’s not a bubble, go all in man, NVDA, GOOGL, MSFT, AMZN. Or just dump it in an index. If it’s truly not a bubble, literally any of these will make you money. What kind of question is this ? And tbf the market is dumb …

MSFT probably will still be up there.

MSFT Foundry coys

28M, I have my 401k matched, roth ira the boring VOO, VT portfolios but I wanted advice on my brokerage stock portfolio. Holdings: Please advice any holdings I should add. I added companies that I believe can't be replaced in the long term for what they do and are diversified …

Schiller CAPE comes with an assumption that business has been somewhat steady, with some up & down smoothed over ten yrs. Look at the profits 10, 9, 8,… yrs ago of MSFT, Meta, Goog, NVDA, AMZN etc. They make massively more profits now not because of where we are in …

I'm irresponsibility long GOOGL, META, AMZN, NVDA, MSFT, RDDT on 55% of my portfolio. I'm tech bias, but last few days didn't feel good.

TSM I’ve been slowly selling off whenever the price hits 300. I bought at nearly 3x less, and the valuations just didn’t make sense anymore. Have also been trimming other tech positions e.g GOOG and MSFT for the same reason, pretty big returns on those and I’m uncomfortable with the …

AI isn't a bubble, and it is very easy to argue. AI easily expands operative margins from software business lines. Also, the next following companies I'll list, have a >29% ROIC (that's simply amazing and means that earns ~$1,3 for each $ invested on themselves) and they are financing AI …

Thinking about selling some/all of my MSFT and UBER - stagnating last month or so and only downside if the bubble pops. Would either put into treasuries or an index. Head says that's the way to go but doing nothing is the easiest option 😅

GOOG is awesome and I hold it, but it (to me) seems pricey right now. Though this is not financial advice: META, MSFT, AMZN. I also wonder if it may or may not be a bubble. Stating the obvious: investors should not commit so much that, if there were a …

List incoming: Semi/chips: TSM, AMD, NVDA, AVGO, ASML, MU Datacenters/energy: NBIS, APLD, VRT, CEG, VST, TLN Other: GOOG/L, , MSFT, META, AMZN Just the stuff off the top of my head. Look into each of these yourself, not all are value buys and some are speculative. Just a quick lost …

You could buy the MAG7 etf, but GOOGL, MSFT and AMZN are the safe bets The next 10x bagger no one knows

GOOGL will be the largest MC in the market by 2030 Just my opinion It's almost a tech EFT Not criminally undervalued anymore but you can sleep well at night holding it I don't feel the same about FB NVDA AMZN etc Closest comp is MSFT but GOOGL better IMHO

Pretty wild he’s done this after a near doubling in 9 months for GOOG. I have concerns about search, but I’m holding too. They have their hands in so much and should be worth more than MSFT.

TMSC, BRK, MSFT, NVIDIA, AMZN , APPLE, XOM

I will say AMD will be there and AAPL out. AMZN, TSLA, NVDA, META, GOOGL will stay. MSFT I’m not sure. That’s my guess

What people miss is that big tech can afford to do this. AWS, AZURE, Google cloud having pricing power, a sticky user base, and will be able maximize the usefulness of GPUs. The bigger issue IMO is that there’s more competition coming online from new entrants. They saw the cloud …

NVDA, AMZN, MSFT, UBER.. One thing i am confident about is that AMZN and UBER will be much bigger companies in 10 years. UBER likely enters the trillion dollar club and maybe is part of top 10-15 companies.

💰 MSFT It’s been a good year so far.

GOOG, MSFT, APPL, NVDA, AMZN all feel solid to me

Sometimes a company's "story" no longer identifies with a stock I'm good holding. I don't mean this in a trading sense, I mean it's not in the right spot to match my risk tolerance or some other factor. So maybe I sell it after several years. As an example, I …

MSFT and Apple will remain there. Google and Meta will remain there. Tesla hard to tell, I dont think so? Amazon will probably remain there. Nvidia will probably remain there. I think where we're headed is having some really big 15-25 companies that effectively monopolize entire markets, so we'll end …

GOOG, MSFT, AMZN, META, APPL, PLTR, BRK

When a company such as MSFT or Amazon or Google buys chips. Could be NVDA gpus used for training their models, or they could be CPUs in data centers used for inference queries.... Do these chips really depreciate? My understanding is that the data centers will continue to operate and …

Anduril, OPEN AI, SpaceX/TSLA, NVDA, AAPL, MSFT, AMZN

PLTR,TSLA,NVDA,AMD,GOOG,META,MSFT

Sentiment is extra bearish on the sub this morning. Up til yesterdays bleeding everyone was still rah rah Yesterday had no news so what’s really changed the sentiment here except the extra red day Yea it was bad. I’m pretty sure Apple and MSFT and McDonald’s and Costco aren’t going …

>Hence, it doesn't matter what your entry price is because in the long term it will do well. I think that's the exact opposite of what value investing is, you want to value the company and buy at a lower price than it's intrinsic value, your entry price could massively …

I see a lot of people in popular forums talking up buying “the dip” in these AI runners, and that in itself is an indication that it’s not time to buy yet IMO. Like Google in April or Meta in 2022, I’d want to see more blood in the streets …