MSFT
Microsoft Corp
stock NASDAQ

I’m holding 250 contracts of the SPY Feb 27 '26 $730 Call for the "Supreme" trade. We are trapped in a time loop, trading at nearly the same level as Halloween and terrified of crossing S&P 7,000, but IV is cooked and the coil is tight. My thesis is that the Supreme Court strikes down tariffs this month (Polymarket odds: 77%), triggering a ~$200B refund that hits corporate balance sheets instantly. This liquidity injection is the "Triple-Bull" catalyst that lights the fuse for the Jan 28 cluster (Fed + Meta/MSFT Earnings) to finally smash through the $700 ceiling towards $730.

Stick with solid companies and compounders like GOOGL, MSFT, ASML, COST, SPGI, MA. Don’t bother with these micro/small cap stocks. Whenever there is a bear market they will get creamed and many will never recover.

MSFT has a better and stronger financial metrics than GOOG.

You should Google "Opportunity Cost".
It's not "winning" to sit on dead money for 15 years. Even at a modest 7% annual return that's almost 300% in lost gains, and you still would have had the chance to rip MSFT from 2016-now.

Hey my MSFT 610c 2/20 exp calls now have a greater than .5% chance of profit than before! Woohoo! Gambling win!

**📊 MSW Index (MSWI) – Tagesupdate**
**Datum:** 6.1.2026
**Indexstand:** 1014.38 Punkte
**Tagesperformance:** **+0.33 %** 🟢
**🏆 Top 3 Gewinner:**
- KKS (Kaspi.kz (Reg S GDR)): 5.97 % 🚀
- TKMS (Uber): 5.69 % 🚀
- SLV (TKMS): 5.39 % 🚀
**🔻 Top 3 Verlierer:**
- TSLA (Tesla): -4.27 %
- CVX (Chevron): -4.01 %
- LHA (Strategy (ehem. MicroStrategy)): -3.17 %
| Ticker | Unternehmen | Gewichtung | Kurs | Tagesperformance |
|--------|-------------|------------|------|------------------|
| RHM | [Rheinmetall](https://www.onvista.de/aktien/DE0007030009) | 13.33 % | 1745 EUR | -0.03 % |
| TSLA | [Tesla](https://www.onvista.de/aktien/US88160R1014) | 7.41 % | 432.4 USD | -4.27 % |
| AMZN | [Amazon](https://www.onvista.de/aktien/US0231351067) | 5.19 % | 240.86 USD | 3.35 % |
| CVX | [Chevron](https://www.onvista.de/aktien/US1667641005) | 5.19 % | 157.2792 USD | -4.01 % |
| NVDA | [Nvidia](https://www.onvista.de/aktien/US67066G1040) | 5.19 % | 187.5101 USD | -0.32 % |
| SBO | [SBO](https://www.onvista.de/aktien/AT0000946652) | 4.44 % | 30.85 EUR | 0.49 % |
| AMD | [AMD](https://www.onvista.de/aktien/US0079031078) | 2.96 % | 214.45 USD | -3.00 % |
| BEZ | [Berentzen-Gruppe](https://www.onvista.de/aktien/DE0005201602) | 2.96 % | 3.59 EUR | -0.83 % |
| EKT | [Energiekontor](https://www.onvista.de/aktien/DE0005313506) | 2.96 % | 37.7 EUR | 1.07 % |
| EUDF | [WisdomTree Europe Defence UCITS ETF - EUR Acc.](https://www.onvista.de/aktien/IE0002Y8CX98) | 2.96 % | 32.9 EUR | 1.54 % |
| GOOG | [Alphabet A (Google)](https://www.onvista.de/aktien/US02079K3059) | 2.96 % | 313.23 USD | -1.05 % |
| INTC | [Intel](https://www.onvista.de/aktien/US4581401001) | 2.96 % | 40.29 USD | 2.34 % |
| KKS | [Kaspi.kz (Reg S GDR)](https://www.onvista.de/aktien/US48581R2058) | 2.96 % | 83.3875 USD | 5.97 % 🚀 |
| KOLD | [Deutsche Lufthansa](https://www.onvista.de/aktien/DE0008232125) | 2.96 % | 8.886 EUR | 2.82 % |
| LHA | [Strategy (ehem. MicroStrategy)](https://www.onvista.de/aktien/US5949724083) | 2.96 % | 159.5 USD | -3.17 % |
| MSTR | [RTX Corporation](https://www.onvista.de/aktien/US75513E1010) | 2.96 % | 190.66 USD | 1.27 % |
| RTX | [Global X Silver Miners UCITS ETF USD Acc.](https://www.onvista.de/aktien/IE000UL6CLP7) | 2.96 % | 36.695 EUR | 4.89 % |
| SLV | [TKMS](https://www.onvista.de/aktien/DE000TKMS001) | 2.96 % | 75.3 EUR | 5.39 % 🚀 |
| TKMS | [Uber](https://www.onvista.de/aktien/US90353T1007) | 2.96 % | 85.335 USD | 5.69 % 🚀 |
| UBER | [ASML Holding](https://www.onvista.de/aktien/NL0010273215) | 2.96 % | 1061.2 EUR | 1.34 % |
| ASME | [Broadcom](https://www.onvista.de/aktien/US11135F1012) | 2.22 % | 343.51 USD | 0.03 % |
| AVGO | [Domino's Pizza](https://www.onvista.de/aktien/US25754A2015) | 2.22 % | 408.09 USD | -0.81 % |
| DPZ | [Alphabet A (Google)](https://www.onvista.de/aktien/US02079K3059) | 2.22 % | 313.23 USD | -1.05 % |
| GOOGL | [Halliburton](https://www.onvista.de/aktien/US4062161017) | 2.22 % | 30.9299 USD | -3.10 % |
| HAL | [Lang & Schwarz](https://www.onvista.de/aktien/DE000LS1LUS9) | 2.22 % | 23.8 EUR | 0.00 % |
| LUS | [Microsoft](https://www.onvista.de/aktien/US5949181045) | 2.22 % | 477.78 USD | 1.04 % |
| MSFT | [Occidental Petroleum](https://www.onvista.de/aktien/US6745991058) | 2.22 % | 41.7999 USD | 1.38 % |
| OXY | [Vonovia](https://www.onvista.de/aktien/DE000A1ML7J1) | 2.22 % | 24.76 EUR | 0.90 % |
**ℹ️ Erklärung:**
Der **MSW Index** gewichtet Ticker nach Erwähnungen im Thread, geglättet (z.B. 0,4·heute, 0,3·gestern, 0,2·vorgestern, 0,1·vorvorgestern). Die Index-Performance ist der **gewichtete Durchschnitt** der Tagesperformances.
`MSW = Σ (Gewichtung × Tagesperformance)`
Indexpunkte basieren auf einem Startwert von 1.000 (12.08.2025) Punkten.
🚀 = starker Gewinner (≥ +5 %) · 💥 = starker Verlierer (≤ −5 %)


**^((**Automatisch erzeugt 🚀🚀)**)**

Just need MSFT and UNH to go up 15% to be in profit, surely any day now!

Thank you MSFT. Please have the same day 30 days in a row so I can break even on my 610c 2/20 exp

MSFT

Pretty much. More importantly, this stuff changes by the day as I think people just want a cheat sheet of stuff to buy.
If you asked me on the 31st, I was screaming about Nu and MELI. I wouldn't buy either today. That doesn't mean I wouldn't buy them for the year, but they're both now bumping on support ceilings. SE is another good one, but it's climbed a lot and needs to establish a new ceiling. By the end of the year I still love all three. But the timing isn't Value Investing. If you want value, just invest in AMZN until it finally settles over $250 as that's like the easy pick of the year. But everyone and their brother knows that at this point.
Meanwhile I would have some strange picks for today like DELL, MSFT, KO, PEP, and... I can't even believe I'm saying this, but APPL.

I’m all in MSFT. Don’t you dare lie to me.

imagine NBIS being acquired by MSFT at 200$/share

For me it’s about their current size vs the contracts they have signed. MSFT and Meta for a total of $20B+. Current market cap is around that. The growth rates they are talking about are crazy. To me it is worth a punt. Not as a main position but maybe up to 5% of my portfolio. Only holding 5 shares right now.

MSFT and META calls was so obvious

Has there been any updates on MSFT deal with AVGO?

look at that MSFT spike. Lovin it

MSFT calls are about to print

After GOOGL bols were laughed at for months only to be proven right and had everyone jump on that bandwagon leading to AMZN bols being laughed at for months only to be proven right and had everyone jump on that bandwagon, I can't wait for MSFT bols to take their turn next.

Yeesh, why's MSFT shitting the bed like that. STILL a long ways down from its ATH.

Short answer: no.
Longer answer...
Bitcoin miner etf WGMI has IREN, CIFR, APLD, WULF and CORZ but also has a bunch of pure bitcoin companies. It is the ETF with the highest percentage of neoclouds. It does not have CRWV or NBIS.
AI infrastructure etf TCAI has IREN, CIFR, CORZ, WULF and a small amount of NBIS. It also has GEV, WDC, STX, WDC, SNDK and other AI infratsructure/datacenter companies. It is my primary choice for AI infrastructure.
SPRX has WULF and APLD.
CHAT is the only etf that has CRWV and NBIS in meaningful percentages that focuses on AI. It has no other neoclouds though, but it does have the megaclouds GOOGL/MSFT/AMZN/ORCL and Micron, SK hynix and Samsung.
I've been looking for a good neocloud ETF but so far make do with the above.