MSFT Under Fire on Reddit as AI Infrastructure Deals Highlight Its Market Role

Microsoft (MSFT) ranked third in retail-investor discussion on May 22, driven by a frustrated Reddit post in r/stocks and a value-investing comparison in r/ValueInvesting. Same-day news highlighted Microsoft's deep involvement in AI infrastructure through contracts with CoreWeave and Nebius, contrasting with the bearish retail sentiment.

A r/stocks post calling
$MSFT a 'dogshit stock' drew 477 upvotes and 560 comments, reflecting retail frustration with the stock's recent performance.
Same-day news revealed
$MSFT is a key customer for AI infrastructure providers CoreWeave (67% of revenue) and Nebius (multi-billion dollar contracts), reinforcing its strategic position in the AI buildout.
Despite the negative Reddit sentiment,
$MSFT maintained a positive overall sentiment score of 0.69 in the dataset, suggesting broader discussion was more balanced.

Reddit Sentiment: Frustration with MSFT

The most prominent

$MSFT discussion on May 22 came from a r/stocks user who detailed a history of poor stock picks, including selling

$NVDA too early and taking losses on

$DELL and Nebius. The user currently holds 750 shares of

$MSFT (down 5%) and 200 shares of

$META (down 12%), calling them 'the 2 most dogshit stocks right now.' The post garnered 477 upvotes and 560 comments, indicating strong resonance with retail investors who feel Microsoft has underperformed relative to the broader AI rally.

A separate thread in r/ValueInvesting compared

$GOOGL to

$MSFT and

$META, questioning whether Google's higher P/E ratio (29.57) made it a worse value. This framing positioned

$MSFT as a relative safe haven in the mega-cap tech space, contrasting with the frustration in the r/stocks post.

MSFT in the AI Infrastructure Landscape

While retail sentiment leaned bearish, same-day news underscored

$MSFT's entrenched role in the AI infrastructure ecosystem. A Motley Fool analysis comparing CoreWeave and Nebius noted that CoreWeave derives 67% of its revenue from

$MSFT, making the tech giant its dominant customer. Meanwhile, a separate Fool article highlighted that Nebius has contracts with

$MSFT and Meta worth over $46 billion in potential revenue backlog. These deals position

$MSFT as a critical demand driver for AI data center capacity, even as the stock itself faces retail skepticism.

The broader market context was bullish: the Dow Jones hit a record high above 50,610, driven by an AI-led rally in semiconductor and PC stocks.

$NVDA crushed earnings with $81.6 billion in revenue, and

$DELL surged 15% on a $43 billion AI server backlog.

$MSFT did not participate in the same magnitude of gains, which may explain the retail frustration.

$MSFT

MSFT

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