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MSFT, about 33% from all time high, and dropping. Do you buy here?
Investor summaryNeutral
Author asks if it's a good time to buy MSFT after a 33% drop, citing strong fundamentals but massive AI capex.
Bull points
- Great diversified business lines with stable cash flow.
- Almost every business line is growing every quarter.
Bear points
- Stock is dropping and currently about 33% below its all-time high.
- Huge capital expenditure in AI, allegedly generating -$30B a year.
MSFTAI 资本开支
Post body
Great diversified business’ lines. Stable cash flow. Almost every line is growing every quarter. Huge capex in AI , but making -$30B a year in AI already.
Do you buy here?
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