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MSFT is getting impossible to ignore
Investor summaryBullish
MSFT is down 27% YoY despite double-digit growth and strong Azure/AI fundamentals, presenting a compelling buy.
Bull points
- Stock has experienced a significant 27% YoY drawdown despite maintaining double-digit revenue and earnings growth.
- Azure is growing rapidly, and AI integration offers genuine opportunities for routine office automation.
- Deeply entrenched in government and the modern economy, with institutions actively accumulating and recommending it.
Post body
If you’re looking at least a one year holding period, this might be the day/week to start loading up on Microsoft if you haven’t already.
The stock has seen a drawdown of roughly 27% YoY while revenue and earnings continue to grow at double digit rates. The fundamental business is still well intact. Azure is growing at a hot pace. AI capex is high, but there’s a genuine opportunity for routine office automations with their business model. Government and most of the modern economy are dependent on Microsoft for parts of them to function. Institutions are loading up and recommending it as a buy.
What am I missing here?
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