reddit · primary_subject · 0.85
Microsoft reportedly cuts Claude Code for GitHub Copilot CLI. AI coding costs may exceed human engineers
2026-05-25T12:46:59+00:00
Discussion questions: Will other companies also cut third-party AI tools because of high AI costs? Is Microsoft doing this mainly for cost savings or to push its own tools? Are AI coding tools actually more expensive than human engineers in real use? Source: https://tech.yahoo.com/ai/copilot/articles/microsoft-ditching-claude-code-copilot-133318848.html Article snippet: Last year, Microsoft CEO Satya Nadella revealed that the company writes up to 30% of its code using generative AI. As it now happens, Microsoft is reportedly planning to reduce the use of Anthropic's Claude Code — a move designed to push its employees toward GitHub Copilot CLI. For context, The Verge's Tom Warren reported that Microsoft started opening access to Claude Code for its employees in December, including developers, project managers, and designers, allowing them to interact and experiment with the AI-coding assistant directly in their workflows. Warren reports that Claude Code gained vast popularity among Microsoft employees over the past six months, which has seemingly led to a pullback on its Claude Code push in favor of its own GitHub Copilot CLI. "While Claude Code has been a popular addition, it has also undermined Microsoft’s new GitHub Copilot CLI coding tool," Warren explained. -- Uber burns its 2026 AI budget in four months on Claude Code Source: https://www.forbes.com/sites/janakirammsv/2026/05/17/uber-burns-its-2026-ai-budget-in-four-months-on-claude-code/ Article snippet: Uber exhausted its entire 2026 artificial intelligence budget by April, four months into the calendar year, after Anthropic's Claude Code spread across roughly 5,000 engineers faster than the company's finance models had anticipated. Chief Technology Officer Praveen Neppalli Naga confirmed the overrun to The Information, saying the company was back to the drawing board on its assumptions. Uber's total research and development spend reached $3.4 billion in 2025, up 9 percent year over year, which makes the budget collapse less about scale and more about a pricing model that enterprise finance teams have not learned how to manage. submitted by /u/callsonreddit [link] [comments]
reddit · mention · 1.00
big tech's $350B AI capex is returning about 18 cents on the dollar
2026-05-21T16:24:50+00:00
I pulled Q1 2026 10Qs for $MSFT, $GOOGL, $META, $AMZN, and $AAPL. Combined capex guidance is roughly $353B. Identifiable AI revenue across all five? About $61.5B trailing. That's $0.18 per capex dollar. Honestly Meta was the worst to isolate because their AI value is buried in ad optimization. I ran the filings through MuleRun to get structured data then spot checked myself. Microsoft at 27% looks solid thanks to Copilot bundling. Amazon committing $105B at only 13% is the number that actually worries me. Positions: long $MSFT, $GOOGL. submitted by /u/Simple_Response8041 [link] [comments]
reddit · primary_subject · 1.00
$MSFT and $NOW YOLO
2026-05-21T15:02:56+00:00
I’m keeping it simple Microsoft and ServiceNow are going to be AI winners and are oversold right now. NOW will work with AI in tandem and their 98% retention should tell you everything u need to know about how much the customers love their product. I’m betting 2 months from now these 2 will be up significantly as their prices correct. And ask yourself how is MSFT not gonna make bank off of OpenAi ipo? submitted by /u/AdNo5928 [link] [comments]
reddit · mention · 0.64
was machen MSFT
2026-05-20T11:36:40+00:00
ist der Patient tot? submitted by /u/Defiant-Spite7272 [link] [comments]
reddit · comparison · 0.85
A Casual Conspiracy Theory on Semi-Conductor Industry Movement This Week
2026-05-20T06:35:25+00:00
Been lurking on this sub for a few years now, but this is my first post. And I promise this wasn't written with a shred of AI, but sometimes I do just sound like a damn bot - forgive me. Forewarning: We're jumping into rabbit holes on this one. This is not trading advice nor a bull/bear case. As many of you were, I was also tracking the pullback on the semi-conductor industry closely and couldn't help notice some bizarre movement on another stock I hold a position in - Microsoft. I didn't find anything particularly weird about the broad pullback on semis, but Microsoft's rally made absolutely no sense to me given the current timing, since it seemingly broke completely from how the market was broadly moving. I couldn't shake the feeling that it was somehow related to the semi pullback, and the more I thought about it the more it actually wrapped up into one neat little conspiracy theory about massive market manipulation going on at an industry-wide level on semiconductors. So it's tin-foil hat time. Here's the two main observations I had that I found weird, to say the least: 1.) MSFT rallied around 5% last Thursday (5/15) from 410 to a peak of around 427, and this rally broadly lasted up until today where it sold off back down to 416. Microsoft's day to day volatility isn't particularly noteworthy, but the jump on 5/15 essentially erased its entire post-earnings pullback in a single morning - at a time when the entire market was starting to go down on oil fears. While I don't know the exact amount, it would have taken at least 100 billion dollars of capital infusion to cause that level of movement since we're talking about a 3.1T market cap here. I was looking in the news to see what happened, and all I could find was news that Bill Ackman announced that he took a position, not that Microsoft themselves made any big announcements that would raise revenue target expectations. Against Microsoft's 3.1T dollar market cap, I didn't buy that this was all it took to get that amount of capital inflow in such a short amount of time, but hey, what do I know. 2.) Since the 5/15 rally, over the past 5 days MSFT has inversely tracked the broad semiconductor pullback to pretty bizarre levels of precision. Of course, repositioning between software and hardware isn't something crazy and has been going on all month, but over a 5 day period, I would expected a much higher degree of volatility given all the events that happened this week, such as oil breaking a new high. Shitty MS Paint rendition of MSFT 5 day moving averages compared to INTC (flipped for viewing convenience) Now obviously all of this could be sheer coincidence or be better explained by something else, but what's interesting is what makes MSFT positioned in a unique way on this. Hypothetically speaking , if a large scale market-maker were to want to manipulate a controlled sell-off on this scale (if its even possible) to temporarily drive prices down, they would need a liquidity ramp to put the money back into the market. This is important because without injecting that money back in, the market would treat this as a significant pullback that would likely cause a degree of institutional level panic - again, we're trying to be discreet here. However, at a scale of hundreds of billions in dollar volume, suitable liquidity ramps become extremely limited - only the top mega cap stocks could receive that amount of money and not raise everyone's eyebrows. Even Meta, with its 1.6T market cap, likely would not be enough - a one day infusion of 100B would likely raise its price somewhere in the neighborhood of 40-80 dollars per share, which would cause a ton of questions if it happened seemingly randomly. That leaves 5 names: NVDA - 5.34T GOOG - 4.69T AAPL - 4.39T MSFT - 3.10T AMZN - 2.8T All 5 of these companies have market caps that are high enough that they could absorb that level of capital infusion and not raise immediate red flags. However, market watchers likely see the obvious issue here - 4 of these 5 are currently trading near or at all time high valuations. Even at these cap sizes, a capital injection on that scale could cause it to break its all-time historic high seemingly randomly, which would certainly cause a lot of eyebrows to raise. Additionally, a capital injection into NVDA would run counter-intuitive to the goal of manufacturing an industry level semi sell-off, even if its the best equipped to handle such an infusion. That leaves MSFT - the only top 5 megacap thats still nowhere close to its historic high and trading at a near consensus below-market value by industry analysts. So how do you justify over $100B going into the market and increasing the stock price around 5% percent within a single morning, when there's seemingly no news from the company? Simple - create the news. Get a famous billionaire in finance to publicly announce that they took a 2B dollar stake off the back of Microsoft being undervalued, and now you have an alternative explanation for the massive spike in prices. You now have the perfect liquidity ramp to keep the S&P 500 from dropping too much while being able to sustain mass selling pressure over the hottest industry in the market right now. Rising oil prices and negotiations breaking down in Iran create the perfect smokescreen for the market pessimism. Selling pressure continues to drive prices down until the day before NVDA earnings, when a 6-7% industry level correction happens slowly intraday for no apparent reason. All hypothetically, of course. Now, all this sounds neat and dandy, but why go through such lengths? Even if you could secure your position at a lower price, you are committing an insane amount of capital on the chance that everything goes under on a disappointing NVDA earnings anyways. The payoff wouldn't be worth the risk unless you knew something the broad market didn't. To that, I don't have an opinion. I just find it interesting that Nvidia CEO Jensen Huang, Blackrock CEO Larry Fink, and President Donald Trump were in the same place at the same time this weekend, in a country on the opposite end of the world. Happy trading tomorrow, everyone. submitted by /u/Long_Ice_9513 [link] [comments]
reddit · primary_subject · 0.94
Ich bin Schuld, dass SAAS-Rallye tot ist - bin 15:29 MSFT Long gegangen
2026-05-19T17:37:46+00:00
habe jetzt ne schöne MSFT Call 03/27 460$ - Tasche submitted by /u/Defiant-Spite7272 [link] [comments]
reddit · primary_subject · 1.00
Kleinvieh Macht auch $MSFT
2026-05-19T11:00:15+00:00
submitted by /u/dailyhype [link] [comments]
reddit · mention · 0.85
Rste This Managed Portfolio
2026-05-19T01:34:05+00:00
Not sure I want to keep paying 1.25% to have this managed. Wouldn't just having it all in an index fund be easier Portfolio Holdings List Structured Notes / Market-Linked / Cash BOFA Finance 4Y U.S. Equity Autocallable Step-Up Note BNP Paribas 5Y U.S. Equity Autocallable Step-Up Note Goldman Sachs 2Y Russell 2000 Market-Linked CD Morgan Stanley 2Y S&P 500 Market-Linked CD Raymond James Bank Deposit Program (cash) ETFs VOO – Vanguard S&P 500 ETF VUG – Vanguard Growth ETF IJR – iShares Core S&P Small Cap ETF AGG – iShares Core U.S. Aggregate Bond ETF Mutual Funds HMVJX – Hartford Mid Cap Value Fund JMGRX – Janus Henderson Enterprise Fund JCAPX – Janus Henderson Forty Fund PEIYX – Putnam Large Cap Value Fund MWTIX – TCW Metropolitan West Total Return Bond ANBFX – American Funds Strategic Bond Fund SOPYX – ClearBridge Dividend Strategy Fund GSFTX – Columbia Dividend Income Fund HHDFX – Hamlin High Dividend Equity Fund IGFFX – American International Growth & Income Fund BMCIX – BlackRock High Equity Income Fund NDVIX – MFS New Discovery Value Fund Individual Stocks Technology / AI / Semiconductors AVGO – Broadcom AMD – Advanced Micro Devices MSFT – Microsoft GOOGL – Alphabet AAPL – Apple ADI – Analog Devices AMAT – Applied Materials NVDA – Nvidia CDNS – Cadence Design Systems SNPS – Synopsys CRM – Salesforce META – Meta Platforms AMZN – Amazon NXPI – NXP Semiconductors Financials / Payments / Insurance JPM – JPMorgan Chase WFC – Wells Fargo V – Visa CME – CME Group CB – Chubb ALL – Allstate SPGI – S&P Global Industrials / Infrastructure / Engineering GEV – GE Vernova TT – Trane Technologies ETN – Eaton MSI – Motorola Solutions PH – Parker-Hannifin JCI – Johnson Controls CMI – Cummins UNP – Union Pacific APH – Amphenol Healthcare / Medical / Pharma UNH – UnitedHealth LLY – Eli Lilly ABBV – AbbVie JNJ – Johnson & Johnson ZTS – Zoetis DXCM – Dexcom EW – Edwards Lifesciences IQV – IQVIA STE – Steris Consumer / Retail / Restaurants WMT – Walmart BBY – Best Buy TJX – TJX Companies HD – Home Depot DRI – Darden Restaurants CMG – Chipotle Energy / Utilities / REIT MPC – Marathon Petroleum FANG – Diamondback Energy CEG – Constellation Energy NEE – NextEra Energy ETR – Entergy O – Realty Income Communications VZ – Verizon Chemicals / Materials APD – Air Products & Chemicals Other SCI – Service Corporation International Total Portfolio ~$437,652 submitted by /u/jdogoh00 [link] [comments]
reddit · primary_subject · 1.00
Gates foundation sold all remain MSFT stock
2026-05-18T19:43:57+00:00
Gates Foundation Sells Remaining Stake in Microsoft MSFT 422.59 5/18/2026 6:04am MIDNIGHT_TRADER 06:04 AM EDT, 05/18/2026 (MT Newswires) -- Microsoft (MSFT) founder Bill Gates' charitable trust has sold its remaining stake in the company, according to a Friday SEC filing. The latest filing for the three months ended March 31 showed that the Gates Foundation no longer holds any Microsoft shares. In a filing for the three months ended Dec. 31, the charitable trust had held around 7.7 million shares in Microsoft, valued at $3.71 billion. http://www.mtnewswires.com Copyright © 2026 MT Newswires. All rights reserved. MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited. Related News Bill Gates' Foundation Closes Microsoft Chapter,... 5/18/2026 3:31am BENZINGA submitted by /u/TCEHY [link] [comments]
reddit · primary_subject · 0.85
Quelle: Vertrau mir Bruder. Microsoft 📈
2026-05-18T14:25:50+00:00
Microsoft hat am 21. EX Tag. An alle hier die schon mal in einer Beziehung waren.. Ihr wisst was das heißt 🙂 Microsoft geht in den nächsten Tagen hoch. Sollte es unter 5% nur hoch gehen gehe ich aus der Gruppe hier raus. Ciao cacao keine Beratung! Geht mit eurem Geld und Hebel sorgfältig um und vertraut keinem aktiengott wie mir 🫶🏻 submitted by /u/AssistDry3327 [link] [comments]
reddit · comparison · 0.85
Sony and Microsoft will Benefit from GTA 6 more than TTWO
2026-05-16T15:43:35+00:00
Why is no one talking about how GTA 6 for the first couple years being ONLY available on XBOX and Playstation both of which are own by Microsoft and Sony and will be getting 30 PERCENT of every sale of GTA 6 without spending a cent on developing GTA 6. Everyone is focusing in on TTWO when the real money makers are going to be the two platforms who will see a HUGE increase in players and active users and a huge jump in not only console sales but game sales. And if GTA 6 flops these players will continue to buy other games on the XBOX and Playstation store. Is everyone forgetting that GTA 6 will be exclusive to XBOX and Playstation for 1-3 years before coming to PC? Im bullish on GTA 6 but i’m loading the boat on Sony and Microsoft the two companies that benefit without spending a cent. submitted by /u/Drink_noS [link] [comments]
reddit · primary_subject · 1.00
In Q1, Berkshire tripled their $GOOG position while Bill Ackman sold 95% to buy $MSFT despite being “very” bullish on GOOG long term. Why?
2026-05-16T13:04:25+00:00
I know most retail investors like to sell green to buy red, and then cry when the green keeps greening and the red keeps redding. I didn’t know even elite investors fall for it. Bill Ackman on X: “To be clear, our sale of $GOOG was not a bet against the company. We are very bullish long term on Alphabet. But at current valuations and in light of our finite capital base, we used $GOOG as a source of funds for $MSFT” My investing philosophy aligns with Berkshire's. I would rather double down on the winners I have high conviction in or just let them run. Bill Ackman did not just trim his high conviction winner, he exited it completely to find a better risk/reward setup. What if $MSFT turns out to be a “value trap”? He sold in Q1 when both $MSFT and $GOOG were crashing. He likely got a great entry price on $MSFT, but he likely also ended up missing most of $GOOG's melt up in April and post earnings. $MSFT is up ~18% from its March low of $356, while $GOOG is up ~43% from its March low of $273. Trimming some goog to add some msft makes sense but bailing entirely on a high conviction winner looks an awful lot like panic sell than smart portfolio rebalancing submitted by /u/mojolakota [link] [comments]
reddit · mention · 1.00
Cerebras's $5.55B IPO opens the floodgates. SpaceX, OpenAI, and Anthropic could all go public this year.
2026-05-16T02:46:29+00:00
CBRS opened at $350 against a $185 IPO price, briefly hit $385, and closed day one at $311. Day two it dropped 10%. Classic pattern, but the story isn't really about Cerebras anymore. The names now circulating: SpaceX (which merged with xAI in February), OpenAI, and Anthropic. If even one of those lists this year, we're talking about IPOs that could dwarf CBRS in size and attention. The question I keep coming back to: does that capital rotate out of existing AI names, $NVDA, $AMD, $MSFT, $GOOGL, or does it pull in fresh money from people sitting on the sidelines? Last time we had a mega-IPO wave (2020-2021), names like $SNOW and $COIN sucked up a lot of retail attention. Some existing holdings flatlined for months while IPO hype dominated. Oil is above $100 right now ($BNO, $USO both worth watching), yields are spiking, and the macro backdrop isn't clean, so institutional appetite for yet another richly-valued AI name isn't guaranteed. I'm not trimming $NVDA but I'm not adding either. Watching $CBRS stabilize first before forming a view on whether the AI IPO pipeline is actually a rising tide or just a reallocation story. What are you doing, holding, trimming, or waiting to rotate into the IPOs like the preSPAX & preOPAI that has began on some platforms? submitted by /u/Pitiful_Bumblebee_82 [link] [comments]
reddit · primary_subject · 0.75
Einstieg des Investors Ackman küsst Microsoft wach
2026-05-15T19:57:11+00:00
submitted by /u/HitmanC-47 [link] [comments]
reddit · primary_subject · 0.85
Microsoft steigt endlich wieder?
2026-05-15T19:35:25+00:00
Mein Parqet News Feed ist voll mit positiven Microsoft NEWS!!!! Ist jetzt endlich der Startschuss? submitted by /u/Proof-Quiet6324 [link] [comments]
reddit · primary_subject · 0.85
My regardedness has earned me my first WSB post
2026-05-15T19:00:57+00:00
I can't believe this is how I get introduced to this community. MSFT bag holder here. Couple of days ago I got tired of the stock just standing still while everything else was going through the roof, I thought I'd make use of my brand new margin account and capitalize on microSOFT by selling some calls at a seemingly unreachable strike price. Well, turns out I was the one standing in the way of everyone's gains. You're welcome. submitted by /u/Ballislife1313 [link] [comments]
reddit · mention · 0.64
Snowflake und MSFT vorm Rebound Ausbruch
2026-05-15T17:46:41+00:00
Softwarae Sektor aktuell sehr bullish, wo Halbleiter schwächeln. Könnte demnächst eine Rotation werden. submitted by /u/Chemical_Pilot3733 [link] [comments]
reddit · primary_subject · 0.94
In and out on MSFT +$15,500
2026-05-15T15:33:56+00:00
Have been watching MSFT slowly chop itself down for the last few weeks to almost $400/share; last night it just hit too low for me not to buy, especially after the bounce at open yesterday right above $400. ~$20,000 in buying power used across two sets of trades at $20k a piece, one held overnight, one held for about 30 minutes. In an out, just like Nick Cannon and Tyreek Hill. Had about $10k in August calls that I bought months back, sold today for a loss of $500 or so. MSFT's calls seemed way too cheap for the intra day moves that it's shown to make. Interesting that it popped almost $20 points today when the wider market was quite down, and over the last week several European countries have announced their pulling away from US tech. submitted by /u/_DangerousFreedom_ [link] [comments]
reddit · primary_subject · 0.75
Ackman's Pershing Square takes stake in Microsoft, citing 'compelling' valuation
2026-05-15T12:19:55+00:00
submitted by /u/King-of-Limbs-07 [link] [comments]
news · primary_subject · 1.00
Is Microsoft undervalued? Why Bill Ackman is buying MSFT at 21x earnings - Investing.com
2026-05-15T11:52:21+00:00
Is Microsoft undervalued? Why Bill Ackman is buying MSFT at 21x earnings Investing.com
reddit · primary_subject · 1.00
MSFT: Is Microsoft’s AI dominance already inevitable? Looking for the bear case against this data.
2026-05-14T11:41:03+00:00
I’ve been digging into the $MSFT / OpenAI relationship, and it looks like Microsoft is playing a much deeper game than most people realize. To me, their dominance in the knowledge economy over the next 5–10 years looks like a math problem that's already been solved. I’m curious if the community sees a legitimate path where this doesn't happen. Here is the data I’m looking at: 1. The Financial Engine Microsoft's AI business has already surpassed $37 billion ARR , growing at 123% YoY. They aren't just selling "chat"; they are rebuilding the entire tech stack around "agentic workloads" to lock in the enterprise layer ( FY26 Q3 Earnings ). 2. The OpenAI "Infrastructure Trap" While the media focuses on the Musk v. OpenAI trial , the real story is the balance sheet. OpenAI is facing $14B in losses for 2026 alone and is buried under $1.15 trillion in long-term infrastructure debt to providers like Oracle and NVIDIA ( RD World Online ). Their IPO is already being pushed to 2027 because they aren't ready for public scrutiny ( Gizmodo ). 3. The 2032 "Bridge" Strategy Microsoft restructured their deal to insulate themselves from an OpenAI collapse. They now have: Source-level access to modify and create derivative works from OpenAI models ( MindStudio , Redmond Mag ). A non-exclusive IP license that runs through 2032 ( Quartz ). Zero revenue share currently owed to OpenAI. The Thesis: Microsoft is using OpenAI as a temporary, royalty-free bridge to lock every major corporation into the M365 Copilot harness. While OpenAI burns through cash trying to solve the "Infrastructure Trap," Microsoft is using OpenAI’s own intelligence to train their internal, wholly-owned MAI-1 models ( Samexpert ). The goal seems clear: Once the IP license expires in 2032 (or if OpenAI collapses sooner), Microsoft simply swaps the backend engine to their proprietary MAI models. They get the vertical integration—from the silicon (MSFT make their own GPUs and CPUs) to the software—without the $1.15T debt. My question to you: Is there any scenario where this fails? Does OpenAI have a "poison pill" I’m not seeing, or is Microsoft’s transition to a total AI monopoly basically a done deal? submitted by /u/gigio123456789 [link] [comments]
news · primary_subject · 1.00
Microsoft Stock Is Now A Table-Pounding Buy (NASDAQ:MSFT) - Seeking Alpha
2026-05-14T02:33:40+00:00
Microsoft Stock Is Now A Table-Pounding Buy (NASDAQ:MSFT) Seeking Alpha
reddit · primary_subject · 0.94
Late starter..has that tech ship already sailed? Amd, MSFT, VOO?
2026-05-12T21:19:54+00:00
Been watching but wasn't ready to commit a month back when these are WAY less. It seems tech stocks are overvalued so not sure if it's a right time to buy. Have about $10k peasant funds and thinking to stay with the safest bets ....AMD, MSFT, VOO and JPMorgan (probably most stable bank stock). Not looking for short gains....10 yrs+ returns from now. I do have Roth IRA/401k and Fidelity Pension plans from my healtcare job (about $250k invested last 20 years at my job). TIA! submitted by /u/Fragster2020 [link] [comments]
reddit · mention · 1.00
Software Long MSFT Meta
2026-05-12T17:02:11+00:00
So Affenfreunde wollte euch kundtun das ich jetzt volle lange Hosen in Software drin bin. Meta Microsoft sehen chartechnisch sowohl fundamental sehr stabil aus und haben eine inverse Korrelation zu Halbleitern welche (vermutlich und hoffentlich) bald korrigieren. Mäßig Geld fließt aus Halbleitern raus dafür wieder I. Andere Assets rein Spiele das Ganze langfristig und werde vermutlich bis zu den Q2 Earnings halten Benutzt niedrige Hebel sonst wird das ein Gruppenknallen wenn ich falsch liege und Affen haben bestimmt haarige Schwänze. Keine Analbehaarung ! submitted by /u/Tackelol [link] [comments]
reddit · primary_subject · 0.85
Time to abandon ship for microsoft
2026-05-12T06:38:31+00:00
One of the largest fund manager Chris Hohn just dumped all of the microsoft stakes. Go read about it. If this isn't a signal to abandon the ship, idk what is. To other hyperscaler and memory sector I go Below is the video analysis https://www.youtube.com/watch?v=GO3F3zABQ84 submitted by /u/No_Conversation_9424 [link] [comments]
reddit · primary_subject · 0.97
Too Concentrated or just stupid? Microsoft
2026-05-12T02:44:15+00:00
500 shares of MSFT at a $415.53 average cost. It’s about 61% of my invested portfolio, but most of my overall net worth is still in cash. My other main stock position is NOW. Down less than 1% right now, and planning to hold long term. Am I too concentrated, or is this reasonable given that a 70%ish of my net worth is still in cash? submitted by /u/Money-Size-8877 [link] [comments]
reddit · primary_subject · 0.85
Every big tech is green from the beginning of the year, except MSFT. And it crushed earnings twice this year. I just don't understand.
2026-05-11T13:38:47+00:00
And I think that analyst do not either. Almost everybody talks about "fears due to collaboration with OpenAI" and "cost of raising data centers for AI". But those reasons are just so stupid. Even if OpenAI flips, it won't hurt microsoft a little bit. It's like their windows phone i 2015, if it goes smoothly great, if not, who cares, company will still dominate corpo market. About data centers - main growth comes from Azure which is still expanding every year, if MSFT won't use these data centers for AI, then it will use it for Azure, so spending so much money on them should be see as good thing for future growth, not a risk. submitted by /u/BeneficialBear [link] [comments]
reddit · mention · 0.52
MICROSOFT
2026-05-11T12:34:59+00:00
Kann mir jemand erklären, wieso alle sagen MSFT Short heute? submitted by /u/TygaaDZN [link] [comments]
reddit · primary_subject · 0.85
Microsoft Short um 15:30?
2026-05-11T12:30:54+00:00
Wird Microsoft heute dicke fallen um 15:30? Was sagen eure kugeln? 🎱 submitted by /u/Money-Excitement2018 [link] [comments]
reddit · mention · 0.64
How yall MSFT holders doing?
2026-05-08T20:20:36+00:00
Only capex giant id put money in is GOOG submitted by /u/VibeRaider- [link] [comments]
reddit · primary_subject · 0.85
All in Microsoft Call
2026-05-06T18:34:00+00:00
So Mädels, ich bin all in Microsoft. Ich habe jegliche Analysten Meinungen durchgelesen Chart Prognosen angeschaut etc. Mit der KI gesprochen die jede Kennzahl für mich ausgewertet hat und alles. Mein Entschluss ist des bis Ende 2026 laut Experten Analysten etc. Ein Kurs Ziel von 580-620$ angepeilt wird. Ich werde diesen Call bis Ende 2026 nicht mehr anfassen egal was Microsoft macht juckt mich nicht hart auf hart bin ich eh erst Dezember 2027 gebummst. Wenn der Kurs aber 580$ erreichen sollte sichere ich mich auf jeden Fall mit einem SL ab. Mehr werde ich nicht machen. #allesodernichts. Selbstverständlich keine Analberatung DYOR submitted by /u/NqWarrior [link] [comments]
reddit · comparison · 0.85
DD: Why Micron (MU) and Memory (DRAM ETF) is still an Undervalued Play in the AI Supercycle
2026-05-06T16:57:08+00:00
Yes, I used AI to create this post because it is easier than typing it all out myself. Sure AI fluffs it all up a bit, but my main arguments still hold. Prove me wrong. The Thesis: Memory is No Longer "Just" a Commodity If you haven't been paying attention, memory stocks have been on an absolute tear. The AI spending boom has created a "perfect storm": a consolidated market with very few producers and skyrocketing demand that has sent prices vertical. The bears will tell you the same old story: "Memory is cyclical. Pricing will inevitably crater once the hyperscalers (Google, Meta, Microsoft) finish their Capex binge." I believe this "cyclical" label is outdated for this specific era. Here’s why the AI memory cycle is structurally different. 1. Capex Divergence: Hardware vs. Infrastructure When people see $100B+ Capex numbers, they fear a "one-and-done" spending event. But look closer at what they are buying: Infrastructure (Buildings/Power): This is largely a one-time cost that lasts decades. Chips (Computing/Memory): Chips have a short lifespan, typically 3 to 5 years . We aren't just looking at a build-out; we are looking at a permanent replacement cycle . As existing AI chips reach their lifespan or become obsolete due to the rapid pace of innovation (more capacity, higher efficiency), these companies must keep spending to remain competitive. You don't build a $10B data center and then let the chips inside it rot; you upgrade them. 2. The Shift: Consumer Fluctuation vs. Commercial Contracts Previous memory cycles were fragile because they relied on fickle consumer demand (PCs and smartphones). AI is built on commercial business demand. Micron has strategically shifted away from volatile consumer products to focus on the enterprise. They are now signing 3–5 year contracts that span the entire lifetime of the memory chips. Business Efficiency: Companies aren't using AI for fun; they see tangible gains in coding, document review, and customer service. Agentic AI: As we move toward autonomous AI agents, the demand for high-bandwidth memory (HBM) will only accelerate. Business spending is "sticky"—it stays at current levels or grows as adoption spreads. Now, The Valuation Disconnect Despite the massive rally in 2026, the market is still pricing Micron closer to the cyclical commodity play rather than the high-growth AI infrastructure company it is. Earnings Power (The Math) To understand the disconnect, we have to look at the Forward P/E, which is calculated by taking the Current Share Price and dividing it by the Projected Annualized EPS for the next 12 months. Here is the current run-rate based on the most recent reporting: Most Recent Quarter (Q2 2026) Actual EPS: $12.20 (Original Projection around $9) Projected Q3 2026 EPS: $18.88 Projected Q4 2026 EPS: $20.10 Projected Q1 2027 EPS: $21.50 Projected Q2 2027 EPS: $22.40 For easy math, lets just assume $20 EPS for the next four quarters to get an $80 EPS (which could be conservative) Micron vs. Big Tech Now let's compare Micron against other big tech companies. I did not check all values, and these are all best estimates. Come up with your own estimates if you want. In this table, we look at the projected earnings (Net Income) for the next year. For Micron, we are using the $80 EPS target, which equates to roughly $88 Billion in Net Income (based on ~1.1B shares outstanding). Company Market Cap Proj. Net Income (Next 12M) Forward P/E Nvidia (NVDA) $4.77 Trillion ~$115 Billion 41.5x Microsoft (MSFT) $3.07 Trillion ~$95 Billion 32.3x Apple (AAPL) $4.17 Trillion ~$102 Billion 40.8x Alphabet (GOOGL) $4.69 Trillion ~$108 Billion 43.4x Meta (META) $1.54 Trillion ~$65 Billion 23.7x Micron (MU) $717.6 Billion $88 Billion * 8.1x Price Targets Based on Forward P/E Finally, if the market re-rates Micron to a multiple that matches its growth profile and commercial stability, here is where the stock lands: Forward P/E Multiple Implied Share Price Market Cap Equivalent 10x $800 ~$880 Billion 15x $1,200 ~$1.32 Trillion 20x $1,600 ~$1.76 Trillion 25x $2,000 ~$2.20 Trillion 30x $2,400 ~$2.64 Trillion This is not financial advice. I am long $MU and $DRAM. submitted by /u/Legitimate_Watch_519 [link] [comments]
reddit · primary_subject · 1.00
Habe mein Full Port $AMD nun mit knapp 100% Gewinn verkauft. Jetzt danach direkt alles in $MSFT gesteckt. Schauen wir mal was wird
2026-05-06T15:43:37+00:00
submitted by /u/Flimsy-Fix-7695 [link] [comments]
reddit · mention · 0.64
MSFT ist die größte Müllaktie
2026-05-06T13:41:37+00:00
Also ich halte die Aktie jetzt echt schon länger, aber so eine Müllaktie hatte ich noch nie.. von den MAG7 ist die mit Abstand die dümmste… submitted by /u/Michelangelo107 [link] [comments]
reddit · mention · 0.64
Pumpt MSFT als Nächstes ?
2026-05-06T11:20:57+00:00
submitted by /u/Ok_Employer7504 [link] [comments]
reddit · primary_subject · 0.85
Microsoft
2026-05-06T10:30:52+00:00
Wann geht mal bei Microsoft wieder was. Wird von Analysten hochgestuft auf Kursziel 780$ aber die ganze Zeit nur Seitwärtsbewegungen. Was denkt ihr? submitted by /u/T0mMy97 [link] [comments]
reddit · mention · 0.64
Sold my MSFT calls because it started to inverse QQQ too much. Not a good sign.
2026-05-05T22:26:43+00:00
submitted by /u/Oustandin22 [link] [comments]
reddit · primary_subject · 0.82
Für die Bagholders: Heute ist MSFT Kursziel auf $870 hochgesetzt, gestern war $730
2026-05-05T19:35:41+00:00
https://www.marketbeat.com/instant-alerts/microsoft-nasdaqmsft-price-target-raised-to-87000-2026-05-05/ Kursziel bedeutet nichts, aber ist interessant zu sehen was die “Experten” denken. submitted by /u/EpicOfBrave [link] [comments]
reddit · mention · 0.75
Wie kann Meta und Microsoft so dumm gefickt werden
2026-05-05T13:56:44+00:00
Ich Checks nicht mehr Earnings waren gut , klar Ki Investitionen bei Meta bisschen höher aber im Gegensatz zur Konkurrenz macht Meta ja bereits dadurch mehr Gewinn. submitted by /u/Tackelol [link] [comments]
reddit · mention · 0.64
MSFT guter einstieg gerade oder was sagt ihr
2026-05-04T18:59:43+00:00
submitted by /u/Brilliant-Buddy1323 [link] [comments]
reddit · primary_subject · 1.00
Was hält ihr von einem Full Port in $MSFT?
2026-05-04T14:48:19+00:00
submitted by /u/Flimsy-Fix-7695 [link] [comments]
news · primary_subject · 1.00
Stifel Raises Microsoft (MSFT) Price Target, Keeps Hold Rating - Yahoo Finance
2026-05-02T22:39:19+00:00
Stifel Raises Microsoft (MSFT) Price Target, Keeps Hold Rating Yahoo Finance
reddit · mention · 0.64
Steve Madden shoes (SHOO) outperformed NVDA, PLTR, AMZN, MSFT and TSLA
2026-05-02T09:43:51+00:00
Who IPO’d Steve Madden? submitted by /u/Life-Prompt-6337 [link] [comments]
news · primary_subject · 1.00
Why Microsoft (MSFT) Shares Are Sliding Today - Yahoo Finance
2026-05-02T05:24:00+00:00
Why Microsoft (MSFT) Shares Are Sliding Today Yahoo Finance
reddit · mention · 0.64
$230K MSFT Micro gone Soft
2026-04-30T21:16:30+00:00
I am gonna cut my loses now submitted by /u/quick_throwaway87823 [link] [comments]
reddit · mention · 0.85
Over the last 4 years, why haven't Apple, Microsoft, Visa and Verizon performed well?
2026-04-30T17:56:56+00:00
4 years ago I finally got into buying stocks and all of the articles I've read stated that these four stocks I mentioned are ones to buy and everyone needs them in their portfolio. Well, My total value in apple is $1, 816 and my profit is only $ 777. My total value in Microsoft is $2,450 and I've only made $630. Total value in Visa is 1,564 and I've only made 411. Total value in Verizon is 1057 and the profit was actually in the red for a while but now I've only made $57. I recall only buying 1,000 or so worth of each of those and then I bought a little bit more of Microsoft later. I did the same thing with Amazon and Google and they were performing so well that I bought more stocks and they have continued to perform very well. So what happened to those four companies over the last 4 years? I see that Microsoft had a terrible day today. Currently down $22 as of me riding this. submitted by /u/freezetime311 [link] [comments]
reddit · primary_subject · 1.00
$MSFT hodlers lately
2026-04-30T16:56:26+00:00
submitted by /u/FullRetard50 [link] [comments]
reddit · primary_subject · 0.85
Microsoft - it's coming back right
2026-04-30T16:54:39+00:00
FU microsoft... submitted by /u/diunay_lomay_a [link] [comments]
reddit · mention · 0.64
Also MSFT ist wirklich verarsche.. wtf
2026-04-30T15:57:02+00:00
Was rechtfertigt bitte nach dem abverkauf der letzten Monate nochmal -5% nach solchen Zahlen. Hä? submitted by /u/Michelangelo107 [link] [comments]
reddit · mention · 0.64
MSFT Chartanalyse
2026-04-30T15:30:11+00:00
submitted by /u/psy_com [link] [comments]