This is getting ridiculous

u/LAHAND1989 · Reddit — r/StockMarket · May 13, 2026 at 19:42 · ⬆ 66 pts · 💬 60 comments  | View on Reddit ↗
AI Summary

Summary

  • The author argues that Microsoft (MSFT) is trading at January 2024 prices despite growing earnings at high teens annually, calling it a "screaming buy."
  • Thesis is based on valuation disconnect: 2.5 years of zero price gains while fundamental growth continues, with AI investment uncertainty as the only negative factor.
  • Quality assessment: Speculation/opinion with limited data; no detailed financials or valuation metrics beyond price stagnation.
Score 66
Comments 60
Upvote % 75%
Ideas
u/LAHAND1989 Reddit r/StockMarket
MSFT price is unchanged since Jan 2024, while revenue and earnings have grown in the high teens annually. This creates a compressed valuation multiple; if growth continues, re-rating upward is likely as uncertainty fades. Buy MSFT on the thesis that fundamentals will eventually overcome short-term AI sentiment headwinds. OpenAI loses competitive edge to Anthropic; legal/trial outcomes hurt investment; broader software sector de-rating.
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This Reddit post, published May 13, 2026, features u/LAHAND1989 discussing MSFT. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/LAHAND1989  · Tickers: MSFT