Key insights
- The post reflects investor uncertainty regarding Microsoft's future performance. Concerns center on whether the recent stock decline is solely attributable to increased capital expenditures for AI or if other underlying issues exist. The author expresses confidence in the long-term value of Microsoft despite acknowledging negative feedback on Copilot, but seeks broader market sentiment.
I see a lot of mixed opinions on Microsoft, I had been purchasing and am now wondering if I messed up, I know it’s down, and to me it doesn’t seem that big of a deal on the Capex side, I see the AI benefits daily and am confident the spending will pay off, my concern with the stock is, was it really just down from the Capex? Is there something else I am missing?
Yes, I know copilot is shit. This is not financial advice, I am simply looking for peoples thoughts, long term is there still value in the company?