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.