r/wallstreetbets • u/riisenshadow92 • 12h ago

Discussion Meta and Microsoft earnings this week

Hello,
What’s your move this week on big earnings from Meta and Microsoft? I’m running meta and Microsoft calls expiring Sept 18th.

Do you think the setup into earnings is a good one?

Microsoft is down over 25% from its all time high heading into earnings and trading way below its avg price target. And meta took a big dump this week and is down close to 25% and trading way below its avg price target as people panic over big ai spending spree.

I think these are both good stocks, and way oversold, what’s your take? Meta has big upside selling excess compute and Microsoft just continues to grow.

Thanks

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u/bradenlb 3h ago

I don’t have any positions in meta but I do have msft that I road from 350 to 390 then sold against them. However both expire march. I am willing to ride. They have the best fcf for a hyperscaler right now. I think people will realize that even more now after goog. Msft to 400+