MSFT
Microsoft Corporation - Common Stock - Recent news and sentiment analysis
Default charts cover the last 24 hours by "day" period and sentiment shares compare positive vs. negative mentions after removing neutral posts.
Price
Today
Users
Total
MSFT Price & Sentiment Over Time
Sentiment series exclude neutral posts so the green/red balance matches the bar on the home page; price points use the latest available quote.
Remember when we had +1% green days on SPY and MSFT pumped continuously. Yeah, neither of those ha...
Remember when we had +1% green days on SPY and MSFT pumped continuously. Yeah, neither of those have happened since I went long on both stocks.
Honestly fuck this market Stocks like Msft, AMZN, meta get beaten up and traded flat despite consi...
Honestly fuck this market Stocks like Msft, AMZN, meta get beaten up and traded flat despite consistent beat and raises and another round of beat and raises upcoming whilst trading at prices of old Whilst we pump pure shit like pltr and TSLA and other speculative trash because apparently it’s growth isn’t priced in
I had to factory reset a brand new laptop because i turned off the wifi during setup. Puts on $MSFT...
I had to factory reset a brand new laptop because i turned off the wifi during setup. Puts on $MSFT, WIN11 is garbage.
To know how deeply unprofitable and garbage copilot is, MSFT integrated it in notepad.
To know how deeply unprofitable and garbage copilot is, MSFT integrated it in notepad.
MSFT I think missed their wake up alarm this morning
MSFT I think missed their wake up alarm this morning
How is everything I own red, once again. SPY, MSFT, B 🥲
How is everything I own red, once again. SPY, MSFT, B 🥲
The Entire AI Buildout (Google, NVDA, MSFT) Is dependent on this $700m Monopoly - $15 -> $150 PT.
I drew colossus from Starcraft 2 to represent laser beams. And prepared a whole thesis but kept getting automodded for "low quality". So here's the more TLDR version of my thesis: The Entire AI Industry is shifting to photonics from Google TPU to optical interconnects. The entire AI "Growth" story ends in 2026 if there's no InP substrates + materials. BUT GUESS WHO CONTROLS IT ALL? One Company: $AXTI. There's two bottlenecks: InP Substrates - \- Hyperscaler optics (TPU pods, etc) \- Optical transceivers (5g, data) \- LiDAR (robotaxis, drones, military) \-Optical Modules (interconnect clusters) \- Silicon photonics laser dies (Nvidia’s future co-packaged optics and Intel/Broadcom SiPh engines use InP CW laser arrays.) This is a DUOPOLY from \-AXTI (est. \~30–35%) \-Sumitomo (est.\~30%) \- JX Nippon (est. 10-15%) Indium Phosphide (the source material for everything): Vital Materials - 35% AXT - 25% Before, this was a commodity with low TAM just for telecom. Now they're used for the entire AI buildout. Just to give u an example $AXTI -> $LITE -> $GOOGL TPU. without any of these members, the program shuts down. Google would literally pay $5B (50 TIMES prices + \~$140m TAM from 2024) DIRECTLY to one of these suppliers -> hand to COHR just so their whole TPU program doesn't stall because Meta decided to buy them out. And this would only be a like a 3-4% added cost to their BOM because this thing was so cheap. If Meta does it first, then Google's TPU program stalls. If Google does it first Microsoft's ASIC problem stalls. THE WORLD IS AT MAX CAPACITY RIGHT NOW (demand > supply by multiple factors pre-ramp) AND THIS IS GAME THEORY on materials supply chains. Guess who shows up twice in the WHOLE AI bottleneck? Both as the duopoly bottleneck and the duopoly bottleneck of the bottleneck AXTI. This is the holy grail of supply chain analysis + materials research. Nobody's posted about this stock here in the past 5 years, you're welcome. Anyway I decided to max OTM some spare change on Calls last Friday, because there's a low chance this goes from $15 to $150 if we see the same memory supply stock in 2026. I will buy more shares on Monday when markets open up but wanted to share this at the start as proof. NFI, there's a chance China sends this to $0 with export controls so don't follow along I just wanted to share my thoughts. But if this goes to $0 so does the entire growth phase of the AI buildout. I just thought this could also easily be a $7B company given they control 1/3rd of the world's entire substrate capacity and then 1/4th of the world's entire materials used for AI buildout. It's a monopoly in mining -> refining -> substrate production. And a duopoly for InP substrate production and Indium Phosphide. I just wanted to share as proof in case this becomes legendary. TLDR: THE ENTIRE AI INDUSTRY IS BOTTLENECKED TWO TIMES BY THE SAME COMPANY. FOUND THE SINGLE POINT OF FAILURE OF THE ENTIRE MANY TRILLION USD WESTERN AI BUILDOUT IS SOME $700m COMPANY CALLED AXTI, WORTH LESS THAN SOME PRE REVENUE LLM STARTUP.
Microsoft owns Blizzard aka WoW and it’s the only game that can run on shitty computers cause they w...
Microsoft owns Blizzard aka WoW and it’s the only game that can run on shitty computers cause they won’t be able to buy ram or gpus ever again Calls on MSFT
I want my 5$ gold subscription back. RH scammed me. I would br happy if they gave me 5$ worth Msft s...
I want my 5$ gold subscription back. RH scammed me. I would br happy if they gave me 5$ worth Msft share
Get ready to collect your 0.01 Msft share.
Get ready to collect your 0.01 Msft share.
0.01 Msft share
Collect your 0.01 Msft share as a gift by Robinhood in 30 minutes.
Collect your 0.01 Msft share as a gift by Robinhood in 30 minutes.
MSFT YOU POS!
Your money only works for buying tsla or msft?
Your money only works for buying tsla or msft?
Had the option to get TSLA or MSFT puts...I took MSFT :sadpepe:
Had the option to get TSLA or MSFT puts...I took MSFT :sadpepe:
finally turning around: adbe v. to continue: mstr. in crossroads: msft meta (seemed to have bottomed...
finally turning around: adbe v. to continue: mstr. in crossroads: msft meta (seemed to have bottomed). resumed rising: gld.
DNUT buy MSFT, buy PLTR & DNUT, preferably when the market OPENs.
DNUT buy MSFT, buy PLTR & DNUT, preferably when the market OPENs.
100% of my portflio is in MSFT calls LMAO, one of us will win, mine are DEC 2026 though, hoping for ...
100% of my portflio is in MSFT calls LMAO, one of us will win, mine are DEC 2026 though, hoping for a breakout of 493.
100% of my portfolio is MSFT puts so I'll be nervously checking the charts tomorrow as I have been f...
100% of my portfolio is MSFT puts so I'll be nervously checking the charts tomorrow as I have been for the last couple weeks.
Reposting my top three: HXGBY: partnered with MSFT, NVDA, releasing their robot AEON 2026, good perf...
Reposting my top three: HXGBY: partnered with MSFT, NVDA, releasing their robot AEON 2026, good performance of it on expos, completely under the radar right now and cheap RKLB: space infrastructure = megatrend, moat is goat SOFI: strong setup, solid CEO, more revenue and customers incoming
If I can touch my pp MSFT can touch 500
If I can touch my pp MSFT can touch 500
Can MSFT touch 500 by new years?
Can MSFT touch 500 by new years?
MSFT puts . Someone at the top wants to port everything to Rust with AI . Thats two strikes .
MSFT puts . Someone at the top wants to port everything to Rust with AI . Thats two strikes .
Is no one going to talk about the fact that AMZN (by a LOT), META and MSFT didnt even beat the marke...
Is no one going to talk about the fact that AMZN (by a LOT), META and MSFT didnt even beat the market lmao
AI is slowing down this rally, bastards. We need another announcement like - Goog and NVDA investin...
AI is slowing down this rally, bastards. We need another announcement like - Goog and NVDA investing in amzn and in return they give their chips to msft which sells them to India and then buys nvda and google chips and finally apple sells them all socks. That ought to work.
MSFT, META and AMZN what a fucking piece of shit lol
MSFT, META and AMZN what a fucking piece of shit lol
On NVDA, on MSFT, on AAPL, on AMZN! On GOOG, on META, on TSLR, on SPY! HOHOHOHO
On NVDA, on MSFT, on AAPL, on AMZN! On GOOG, on META, on TSLR, on SPY! HOHOHOHO
Asking Santa for MSFT 500 by 12/31/2025
Asking Santa for MSFT 500 by 12/31/2025
Neoclouds are my least favorite AI play, loaded the gills with debt, and when supply finally gets cl...
Neoclouds are my least favorite AI play, loaded the gills with debt, and when supply finally gets close to demand on AI compute the first stock to drop is Neoclouds. META, MSFT, etc who are all building out their own compute will see their AI revenue last longer than these pure compute plays
MSFT go up plz
MSFT using AI to replace all C code with Rust is actually the most fucking insane thing I’ve heard t...
MSFT using AI to replace all C code with Rust is actually the most fucking insane thing I’ve heard today wtf
MSFT pumping nice
$Amzn To $250 I make $70k Profit. 40k into $RDDT calls. 10k into $RKLB puts. 10k on $MSFT leaps ...
$Amzn To $250 I make $70k Profit. 40k into $RDDT calls. 10k into $RKLB puts. 10k on $MSFT leaps 10k on a holiday. Come back with another 100k profit :) TO FUCKIN EASY
* GOOG: 66% * NVDA: 41% * TSLA: 20% * **SPY: 17%** * MSFT: 16% * META: 14% * AAPL: 9% * AMZN: 6%
* GOOG: 66% * NVDA: 41% * TSLA: 20% * **SPY: 17%** * MSFT: 16% * META: 14% * AAPL: 9% * AMZN: 6%
I bought MSFT calls end of day, IV of 13% 😭 grandpa stock has to blow eventually.
I bought MSFT calls end of day, IV of 13% 😭 grandpa stock has to blow eventually.
I went deep on AMAZON 3800 SHARES $MSFT CALLS AND SHARES 700 ADDED MAKE ME PRINT $AMZN TO $260
I went deep on AMAZON 3800 SHARES $MSFT CALLS AND SHARES 700 ADDED MAKE ME PRINT $AMZN TO $260
I just went long $MSFT with 700 shares 😅😅😅 Seemed to cheap. Now 3800 $AMZN 1020 $RDDT Make me PR...
I just went long $MSFT with 700 shares 😅😅😅 Seemed to cheap. Now 3800 $AMZN 1020 $RDDT Make me PRINT
MSFT is alive calls still dead
MSFT is alive calls still dead
MSFT contracts are so bad, I need to stop buying these. We’re down 50 cents and it lost a full delta...
MSFT contracts are so bad, I need to stop buying these. We’re down 50 cents and it lost a full delta in 20m
every $ level is a battleground with MSFT... WTF!
every $ level is a battleground with MSFT... WTF!
So.. with wind projects and solar projects no longer subsidized by government.. I would say nuclear ...
So.. with wind projects and solar projects no longer subsidized by government.. I would say nuclear is the only way to invest in energy going forward… oil.. 🤷♂️ I like CCJ plutonium maker and CEG with contracts with MSFT for three mile island to be reopened.. plus a billion dollar loan.. from the government.
SELL $MSFT BUY $META X $AMZN $HII for ship building is the next big theme.
SELL $MSFT BUY $META X $AMZN $HII for ship building is the next big theme.
Nice little pump for UBER and ORLY today. Sadly MSFT didnt follow
Nice little pump for UBER and ORLY today. Sadly MSFT didnt follow
How dull is MSFT!
The joke was about MSFT price action. But good to know you were triggered :P
The joke was about MSFT price action. But good to know you were triggered :P
The year is 2040, Musks robot army enforces order, Drunk flying is the #1 cause of death in the US, ...
The year is 2040, Musks robot army enforces order, Drunk flying is the #1 cause of death in the US, and MSFT still trades around $480
AMZN is all Chinese sellers. Also, 🥭 hates Jeff. So much, he gave a govt cloud contract to MSFT over...
AMZN is all Chinese sellers. Also, 🥭 hates Jeff. So much, he gave a govt cloud contract to MSFT over AMZN and even MSFT was shocked they got it.
FFS MSFT.... its only 485!!!!!!
FFS MSFT.... its only 485!!!!!!
ORCL, MU, and MSFT calls expiring in February should print. Happy holidays yalls see yall in Jan
ORCL, MU, and MSFT calls expiring in February should print. Happy holidays yalls see yall in Jan
NFLX MSFT just go up for a change
NFLX MSFT just go up for a change