Key insights
- The post highlights a contrarian bullish view on MSFT and other tech stocks (ORCL, NOW, PANW) during a market dip. It suggests that negative sentiment towards high-quality businesses trading at reasonable valuations presents a buying opportunity, especially considering the growth potential of Azure and the monetization of AI technologies. The author anticipates institutional investors returning to the 'Magnificent Seven' stocks as market clarity improves.
I hate to be the hindsight guy but this sub is a joke when it comes to attitude towards quality businesses that are trading cheap due to sentiment. Instead of buying, yall hate on it thinking it’ll go down more.
You people realize you were talking about the best business in the world trading 20x earnings and sub 30x fcf right? And yall still think it could go down another 30%-50% when the the market is showing stabilization after already pricing in a war and AI disruption turning SaaS and even MSFT obsolete? All while most businesses run their compute on azure (getting mid 30% growth in azure and mid double digit overall top line growth) and chatgpt is monetization from ads (this can add another few hundred million in market cap to open ai). And being a mag 7, yall never thought what will happen when institutions do a risk reversal when more clarity shows ? Hundreds of millions will flow back into the mag7 like it did this week.
Anyways, thanks again. I also bought the dips with leaps on orcl, now, panw. See yall in 12 - 18months when I comeback and take profits.