MSFT
Microsoft Corporation · Technology · Software - Infrastructure
$521.91
-1.55% 今日 · -0.50% 1W
10月30日 收盤或最新價
盤後 $522.99 +0.21% ·
提及 · 過去一小時
0
相對今日速度 -100%
提及 · 24 小時
24
相對本週速度 -78%
提及 · 7 天
759
71% 正面
平均情緒 · 24 小時
+0.069
每則提及，−1 到 +1
Reddit 怎麼說
過去 7 天多空雙方最多讚的看法。
看多
Just like how folks were saying AI will disrupt MSFT, AI/LLMs will make Linux easier, how folks will reverse engineer windows before improving it with AI, and the business model is dead while typing from their windows OS.
Solid thesis, but based on current market conditions, and just like MSFT did today, I think it'll go down tomorrow at open anyway.
Google, MSFT, Amazon, SKHY, Fed meeting. Let's ride.
看空
MSFT fucked me the earnings before that.
GOOG and MSFT kill earnings. Market goes PARABOLIC.
This year I've added to MRVL, AMD and TSM in April, CRWD in July, MSFT in August, and Google and AMZN on Friday (first time buying AMZN).
最熱門留言
Lack of discipline got me nowhere
I trade from 2018 to 2025, my losing rate was 99%, got tired of that shit. Bought a pistol with one bullet, then sold everything and bought MSFT at $380, and it works. I didn't sleep for days, depression was at all time high, i was having chest pain, but it works. I'm 50% MSFT and AVGO now, i'm tired of buying random bs.
AVGO
熱門留言
最新
Am I dum dum or should we not long GOOG/Short MSFT?
I think it's worth noting that when the market sold off this week, MSFT held up. … GCP may grow its revenue, but until the AI bubble pops, Google's search monopoly is in trouble and they have no answer for that.
19 小時前
Reducing my tech exposure, stock recommendations?
You can't win them all, but the pullbacks in 2018, 2020, 2024 (tariff tantrum) and 2025 (Iraq war) did wonders for my individual positions. … I'll be retiring 3 years early bc of my winners.
Weekend Discussion Thread for the Weekend of October 31-November 1
The debt is too high and with open source models and cheaper, efficient and more capable hardware entering the market, AI will become a cheap commodity. … If hyperscalers were smart, GOOG, MSFT and META should cut their losses (capex) and save their businesses.
As bad as SpaceX was, this is such an obvious rug pull and pump and dump that even the dumbest retail investors should know they're just bagholders for exit liquidity. … It's just a mystery why Meta, Google, Amazon and Microsoft would fall for the snake oil themselves, and Oracle basically speed-running a bankruptcy in tag team with CoreWeave to fund this disaster.
Google - search is dying, MSFT - their software is trash and AI will come up with something better over time, Apple - expensive hardware out pricing people and expensive cloud for photos, NVIDIA - once capex slows they are fucked, META - pretty much have already squeeze every cent they can out of the billions of… … At this point all this data centers being build will be a commodity companies just choosing the lowest bidder, destroying margins.
1 天前
Daily Discussion Thread for October 30, 2026
Month 10 of that war with no end in sight. … Every hyperscaler went cash flow negative (save MSFT which is hanging on by a thread and gutting its work force to avoid it).
AI Bubble Burst: Confirmed By Alphabet, Caterpillar, ServiceNow, And Amazon
They're focusing on AMZN, GOOG and INTC missing guidance targets but they should be focusing on the far more bearish story of MSFT beating because they undershot capex due to datacenter delays and cancelations. … They can then go back to saying the AI trade is back on and trigger a relief rally so that Anthropic can safely list this bonus year for the sell side.
$10,000,000 dollar RDDT YOLO - prepped for earnings after market close!
Solid thesis, but based on current market conditions, and just like MSFT did today, I think it'll go down tomorrow at open anyway. Best of luck, tho. Hope those print!
Another GOOGL buying opportunity
I went in big on MSFT and bought 343 shares at 410. … There is definitely a case to be made it is better to say screw GOOGL and buy AVGO, LLY, ABBV, and plenty of other companies as well.
3 天前
What Are Your Moves Tomorrow, October 29, 2026
And of course I get fucked every earnings season. GOOGL fucked me today. … MSFT fucked me the earnings before that.
I thought Microsoft was unstoppable in 2021 when I opened a decent sized position
Just like how folks were saying AI will disrupt MSFT, AI/LLMs will make Linux easier, how folks will reverse engineer windows before improving it with AI, and the business model is dead while typing from their windows OS. … I own both btw. Pretty happy with both.
Three of the four biggest AI spenders now report negative free cash flow
From MSFT 10-K. Now you can argue this is just standard boiler plate legal talk that is required for any new investment or product line. … However if you look at the past 10k their risk sections have grown after the AI craze .
Google is keeping the AI trade alive - CAPEX 2027 increases significantly from 2026
That is, the growth rate. Is capex growing? Yes. … It's like if you had a company and your revenue 10x'd in year1, 10x'd in year 2, and so you were planning and preparing for a 10x in year3.
6 天前
What Are Your Moves Tomorrow, October 26, 2026
This week is like the Super Bowl for my account. Google, MSFT, Amazon, SKHY, Fed meeting. Let's ride.
Thoughts on the AI sell off this month
He makes interesting points. Of course he is not a scientist, but, he travels and talks to a great many well informed people. … I've been long XLK, SMH, MSFT, NVDA.
Do we Agree on GOOGL?
I am frustrated like you, but I have been fortunate to time my GOOG purchases (and MSFT) pretty well and plan to hold long term. … I personally think the top HyperScalers (GOOG, MSFT, AMZN) will be the biggest / safest play winners here.
S&P Stagnation And Other Recession Indicators.
GOOGL has never recovered from its dilution and AMZN has been trading at a sharp discount against its P/E in large part because they also went negative FCF. … MSFT on the other hand has been the stock of choice amongst the hyperscalers for the past few months as they are the singular one still positive FCF.
逐日
| 日期 | 收盤 | 漲跌 | R500 | 提及次數 | 正向 | 讚數 | 加權情緒 |
|---|---|---|---|---|---|---|---|
| 11月1日 週日 | 4 | 3 | 4 | -0.0 | |||
| 10月31日 週六 | 28 | 17 | 45 | -5.1 | |||
| 10月30日 週五 | 521.91 | -1.55% | #347 | 65 | 45 | 79 | 19.2 |
| 10月29日 週四 | 530.14 | -0.16% | #413 | 224 | 158 | 294 | 12.3 |
| 10月28日 週三 | 531.01 | -0.06% | #254 | 320 | 234 | 383 | 2.0 |
| 10月27日 週二 | 531.33 | -0.24% | #276 | 47 | 32 | 69 | 3.2 |
| 10月26日 週一 | 532.60 | +1.54% | #103 | 56 | 41 | 58 | 8.4 |
| 10月25日 週日 | 15 | 11 | 23 | 11.5 | |||
| 10月24日 週六 | 3 | 2 | 3 | 0.6 | |||
| 10月23日 週五 | 524.51 | +0.66% | #82 | 5 | 3 | 5 | -0.1 |
| 10月22日 週四 | 521.08 | -2.23% | #407 | 3 | 1 | 3 | -0.9 |
| 10月21日 週三 | 532.95 | +0.20% | #252 | 2 | 0 | 2 | -0.8 |
| 10月20日 週二 | 531.87 | -0.31% | #430 | 2 | 2 | 2 | 0.3 |
| 10月19日 週一 | 533.52 | +0.84% | #83 | 1 | 0 | 1 | -0.5 |
| 10月18日 週日 | 1 | 1 | 2 | 1.8 | |||
| 10月17日 週六 | 1 | 1 | 3 | 1.8 | |||
| 10月16日 週五 | 529.05 | -1.93% | #402 | 3 | 3 | 3 | 0.9 |
| 10月15日 週四 | 539.44 | +1.08% | #287 | 1 | 1 | 1 | 0.4 |
| 10月14日 週三 | 533.69 | -1.80% | #388 | 2 | 1 | 4 | -1.8 |
| 10月13日 週二 | 543.45 | +0.43% | #210 | 1 | 1 | 1 | 0.0 |
| 10月12日 週一 | 541.15 | +1.14% | #110 | 3 | 3 | 2 | 0.4 |
| 10月11日 週日 | 4 | 3 | 5 | 0.4 | |||
| 10月10日 週六 | 1 | 1 | 1 | 0.3 | |||
| 10月9日 週五 | 535.07 | +2.38% | #47 | 5 | 4 | 3 | 0.2 |
| 10月8日 週四 | 522.61 | -1.35% | #441 | 5 | 3 | 5 | 0.5 |
| 10月7日 週三 | 529.76 | +0.09% | #128 | 1 | 1 | 1 | 0.0 |
| 10月6日 週二 | 529.30 | +0.78% | #201 | 2 | 2 | 3 | 1.9 |
| 10月5日 週一 | 525.18 | +1.48% | #118 | 1 | 1 | 1 | 1.0 |
| 10月4日 週日 | 1 | 1 | 1 | 0.8 | |||
| 10月3日 週六 | 1 | 1 | 1 | 0.0 |