MSFT
Microsoft Corporation · Technology · Software - Infrastructure
ZACKSHoldTECHBuy
R500#300 today
TARGET+13%
$512.80
-0.02% today · +2.99% 1W
Oct 1 close or latest
PreviewWhy it's moving
Moving with the market
- MSFT −0.02% on the last session vs SPY +0.18%: −0.2 pts of stock-specific move.
- 47 Reddit mentions in the past 24 hours, 73% positive over the week · today's pace is 1.6× its recent daily average.
- 5 analyst actions in the past 10 days (5 positive, 0 negative); latest: Wells Fargo maintained Overweight, raised target $700 → $725.
- 1 insider or congressional trade in the past 30 days.
- Market backdrop (Wed): Core PCE Price Index m/m 0.2% vs 0.3% expected (cooler); Final GDP q/q 2.2% vs 1.5% expected (stronger); S&P futures +0.18%, 10-year yield +0bp in the 30 minutes after.
Assembled from Wallsti's own signals. The news-reading agent will explain the move with timestamped sources, and say so when there is no clear catalyst.
Mentions · past hour
2
-49% vs the day's pace
Mentions · 24 hours
47
+301% vs the week's pace
Mentions · 7 days
82
73% positive
Avg sentiment · 24h
+0.066
per mention, −1 to +1
What Reddit is saying
MU latest quarterly net profit was more than either GOOG, AAPL, MSFT, TSM, Saudi Aramco, or AMZN.AI failures might hit their stock but they will be around for the long haulMaybe MSFT and maybe GOOG coz I have a huge position there but I'm still looking to see where their capex is going lol PLTR is a solid cash printing machine thoOf the $42b loss, $34b is attributed to warrants issued at lower valuation that now have substantially higher valuation..For example, suppose I granted warrants at $3.4b at the time, and valuation has since surged by 10x..But it's a **one time** non-cash charge - it's not as if Anthropic needs to find $34b of cash to reverse this loss - it's not debt..You could almost view it as opposite effect of AMZN GOOGL and MSFT reporting huge sums of paper gains from their investments in Anthropic and OpenAI, even though they didn't sell yet..It's just a matter of keeping proper accounting records.
Hottest comment
Anthropic IPO leak is insane
Of the $42b loss, $34b is attributed to warrants issued at lower valuation that now have substantially higher valuation. For example, suppose I granted warrants at $3.4b at the time, and valuation has since surged by 10x. Now my "liabilty" becomes -$34b. But it's a **one time** non-cash charge - it's not as if Anthropic needs to find $34b of cash to reverse this loss - it's not debt. You could almost view it as opposite effect of AMZN GOOGL and MSFT reporting huge sums of paper gains from their …
AMZNGOOG
Top comments, summarized
Most recent
What Are Your Moves Tomorrow, October 2, 2026
I don't give a fuck what happens overnight but I want to see MSFT at 500 tomorrow morning. that's it…
5 hours ago
Daily Discussion Thread for October 1, 2026
MU latest quarterly net profit was more than either GOOG, AAPL, MSFT, TSM, Saudi Aramco, or AMZN.
…
Daily Discussion Thread for October 1, 2026
Man what's next? Goog is the new MSFT and META. MSFT, META, AMZN, NVIDIA are all trading within 5-10…
- MSFT, META, AMZN, NVIDIA are all trading within 5-10% of ATH.
- Goog is not, they are down get butchered because their AI model is top of the line and owning a fair share of Antropic.
- Believe me Google has a fair chance of hitting 400 this year.
- I don't see MSFT, AMZN OR META outpacing ATM.
- The only reason GOOG gets dumped today is because of Algo's, just like MSFT
Just sold last NVDA, GOOGL and MSFT
A diversified fund that will include those companies but not be 100% those companies.
People are mo…
- People are mocking OP while simultaneously thinking we are nowhere near AGI or AI being able to significantly augment the majority of useful work.
- OP is at least right that if we don't see large scale adoption of enterprise AI, MSFT and google are going to perform poorly, and NVDA very likely will as well.
- It's maddening to see people in this sub mock AI as useless while simultaneously saying to buy MSFT and Google.
8 hours ago
GOOGL Gemini 4 Argon: Is Google Winning the AI Race?
I mean, they're a strong candidate. They havent sunk themselves underwater with over investment in c…
- They prioritized cost-efficient compute which aligns with how AI is getting used by their customers.
- Most critically they retained their search dominance through the AI transition, ensuring a long term future at a time where there was a high chance of being replaced.
- It's still TBD if OpenAI or Anthropic will even exist in 5 years time.
- They secured their position with office and haven't lost ground in cloud, and also setup desktop office AI integration to be model-agnostic, and survived AI without significant over investment.
- They won't go under from a bubble pop, and they're positioned to do well if AI suddenly leapfrogs forward.
Daily Discussion Thread for October 1, 2026
Nobody talking about GOOG and everyone about MSFT. ALGOS GOING FOR MSFT pump and dump, GOOG dump and…
- ALGOS GOING FOR MSFT pump and dump, GOOG dump and pump.
Is AI spending becoming too important to ignore?
"do you think this is just the early stage of a huge investment cycle "
The early stage was 2-3 yea…
- "companies spending heavily because they don't want to be left behind?"
- The issue becomes if you're MSFT and you've now built a fleet of data centers, those data centers are now going to cost money for the foreseeable future whether AI is ultimately amazing for business or not.
- Every data center is basically creating future orders for all the products in it - updated chips, new equipment, replacements, services, etc.
- A lot of Reddit has spent so much of the last couple of years focusing on "when bubble?"
1 day ago
S&P 500 breadth just hit its lowest level since the Dotcom bubble.
It's not NVDA that you should look at. As long as these hyperscalers (AMZN, META, GOOG, and MSFT) ar…
- As long as these hyperscalers (AMZN, META, GOOG, and MSFT) are raking in profits from their core business, then NVDA holds the top spot.
- Back then, there were a lot of hopes and dreams that these companies could turn a profit.
- Right now, there's no hope because profits are reported.
- So, for the markets to drop, you'll need to hear META, MSFT, AMZN, and GOOG tell its investors that capex is decreasing.
- Looks like Zuck is just getting started on his version of AI.
What Are Your Moves Tomorrow, October 1, 2026
Tbh I don't pay attention to PLTR earnings at all. I'm not that much into software sector. Maybe MSF…
- Maybe MSFT and maybe GOOG coz I have a huge position there but I'm still looking to see where their capex is going lol PLTR is a solid cash printing machine tho
Nike earnings are tomorrow and nobody seems to give a ...
I picked up $16k of Jan calls. Same shit as GOOG, MSFT, META. All of WSB shits on something I buy th…
2 days ago
Anthropic IPO leak is insane
Of the $42b loss, $34b is attributed to warrants issued at lower valuation that now have substantial…
- Of the $42b loss, $34b is attributed to warrants issued at lower valuation that now have substantially higher valuation.
- For example, suppose I granted warrants at $3.4b at the time, and valuation has since surged by 10x.
- But it's a **one time** non-cash charge - it's not as if Anthropic needs to find $34b of cash to reverse this loss - it's not debt.
- You could almost view it as opposite effect of AMZN GOOGL and MSFT reporting huge sums of paper gains from their investments in Anthropic and OpenAI, even though they didn't sell yet.
- It's just a matter of keeping proper accounting records.
What Are Your Moves Tomorrow, September 30, 2026
Jeah same as MSFT, just trust them. I made a lot on them. Now Goog is my next cash cow, just be pati…
- Now Goog is my next cash cow, just be patient, within two weeks maybe October 1st, the will release the new gemini pro model.
- This thing is gonna be wicked, also compared to pricing.
- Goog is running on Broadcoms TPU's which makes them a hell of a lot cheaper than all the other models that need to rent capacity running on NVIDIA GPU.
- If goog is working on this thing for over a year, you know enough!
My portfolio value this September, thanks to a lot of people who will not be named
Funnily enough September was my second best month this year.
Bought the dip on some stocks and the…
- Bought the dip on some stocks and they have recovered nicely.
Day by day
| Date | Close | Change | R500 | Mentions | Positive | Upvotes | Voted sentiment |
|---|---|---|---|---|---|---|---|
| Thu Oct 01 | 512.80 | -0.02% | #300 | 47 | 32 | 78 | -5.0 |
| Wed Sep 30 | 512.90 | +0.77% | #56 | 18 | 9 | 21 | -3.3 |
| Tue Sep 29 | 508.96 | -0.05% | #217 | 17 | 12 | 90 | 41.8 |
| Mon Sep 28 | 509.22 | -1.35% | #380 | 35 | 27 | 43 | -0.2 |
| Sun Sep 27 | 25 | 21 | 40 | 10.6 | |||
| Sat Sep 26 | 6 | 3 | 7 | -1.3 | |||
| Fri Sep 25 | 516.17 | +3.66% | #15 | 84 | 66 | 166 | 51.1 |
| Thu Sep 24 | 497.93 | -0.53% | #269 | 26 | 20 | 30 | 0.8 |
| Wed Sep 23 | 500.59 | +0.52% | #100 | 51 | 37 | 60 | -3.0 |
| Tue Sep 22 | 498.00 | -0.72% | #340 | 50 | 30 | 117 | 57.5 |
| Mon Sep 21 | 501.61 | +1.59% | #119 | 13 | 12 | 15 | 2.9 |
| Sun Sep 20 | 2 | 2 | 3 | 2.0 | |||
| Sat Sep 19 | 2 | 2 | 3 | 2.0 | |||
| Fri Sep 18 | 493.78 | -0.80% | #279 | 2 | 2 | 2 | 0.8 |
| Thu Sep 17 | 497.75 | +1.52% | #108 | 6 | 3 | 19 | -13.1 |
| Wed Sep 16 | 490.30 | -1.37% | #344 | 6 | 5 | 6 | 1.6 |
| Tue Sep 15 | 497.12 | -1.64% | #392 | 25 | 14 | 38 | -0.2 |
| Mon Sep 14 | 505.41 | +1.97% | #90 | 5 | 4 | 5 | 1.1 |
| Sun Sep 13 | 3 | 2 | 3 | 0.5 | |||
| Sat Sep 12 | 1 | 1 | 1 | 0.9 | |||
| Fri Sep 11 | 495.63 | +0.65% | #232 | 3 | 3 | 3 | 0.8 |
| Thu Sep 10 | 492.44 | +0.16% | #144 | 17 | 12 | 29 | 10.2 |
| Wed Sep 09 | 491.65 | -0.47% | #163 | 5 | 4 | 18 | -4.0 |
| Tue Sep 08 | 493.95 | -1.15% | #269 | 12 | 9 | 12 | 0.2 |
| Mon Sep 07 | 1 | 1 | 1 | 0.0 | |||
| Sun Sep 06 | 3 | 2 | 3 | 0.7 | |||
| Sat Sep 05 | 11 | 8 | 13 | 3.1 | |||
| Fri Sep 04 | 499.70 | -2.04% | #445 | 25 | 19 | 39 | 8.7 |
| Thu Sep 03 | 510.12 | +2.68% | #52 | 5 | 5 | 5 | 1.7 |
| Wed Sep 02 | 496.82 | -0.84% | #411 | 4 | 3 | 4 | -0.0 |