Microsoft $MSFT is down about 6–7% after earnings. Will you be buying more?
Microsoft is one of the biggest beneficiaries of the AI boom thanks to its early investments in ChatGPT developer OpenAI — in July that helped push Microsoft’s market capitalization above $4 trillion.
Microsoft beat Wall Street estimates on both the top and bottom lines, with cloud revenue topping $50 billion for the first time. Fundamentally nothing wrong — the market just wants more.
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This offer can’t be refused (... and maybe it never will). So I’ll buy a little more :)
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I'm currently at prices that are lower than after Liberation Day, so... :)
I'll wait a bit longer, but I'll buy at $400–$410... I think the market is pretty hysterical... if a major AI boom had been expected, then a company like $AAPL would have to plunge about 30% after today's close.
We're definitely reaching levels where it would make sense. I'll wait a bit, but it looks attractive.
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Once it falls to 400, I'll sell my entire GOOGL position and buy $MSFT with it.