Has anyone mentioned msft yet on here?

Investor summaryBullish

MSFT is down 33% despite strong AI/SaaS fundamentals; author hopes for a sector rotation from semis to software, while mocking TSLA.

Bull points

MSFT has dropped 33% from its peak, presenting a value opportunity.
Strong fundamentals and diverse growth drivers in AI, quantum, SaaS, and data centers.
Potential for a near-term sector rotation from semiconductors back to software.

Bear points

Current market money is flowing into semiconductors and AI hardware, dragging down SaaS stocks.
Stock picking is highly unpredictable and akin to gambling without insider knowledge.

MSFT TSLAAI 资本开支半导体

Post body

Well if not, I will mention it.

But msft is down like 33%from peak.

And they gud company and good earnings and they do good shit for ai, quantum, saas, data centres and computing power and more.

Anyhow, I cant predict shit, im guessing saas stocks are down cause the money has gone to semiconductor chip stocks and AI.

Is it possible for there to be a rotation of sectors, from semiconductors to software in near future? Maybe idk

Idk, stock picking is like gambling, unless u have insider knowledge.

It can remain irrational forever such as tesla stock.

Discussion · top comments

No comment snapshot fetched for this post yet.