Has Microsoft Become Too Cheap to Ignore?
Has Microsoft Become Too Cheap to Ignore?
Microsoft has been quietly pulling back for a while now, and it feels like more people are starting to take another look.
The business still has strong positions in cloud, software, and AI, so the recent weakness has me wondering if the market is being a little too negative.
What do you all think about here? Is this the kind of pullback long-term investors wait for, or is there still more downside ahead?
If the fundamentals stay intact, pullbacks like this are often when long-term investors start paying closer attention. The key question is whether earnings continue to justify the AI and cloud growth story.
i was thinking the same thing because microsoft has such a huge reach in every industry. do you think the ai spending might be scaring some people off?
