An employee argues Microsoft's morale, leadership, product quality, and eroding value proposition justify shorting the stock.
MSFT — SHORT The author claims Microsoft's employee morale is extremely low due to layoffs, leaving workers just keeping the lights on and harming innovation. He argues Satya Nadella's AI push was doomed because Mustafa Suleyman, whom the author calls an incompetent fraudster without engineering background, was put in charge. Copilot is bolted onto products awkwardly, hurting quality while software costs decline, so Microsoft's value proposition is gone. The author advises getting out and has sold his own Microsoft position.
The value prop for msft is no longer there and has not for a while, the world is catching on and you should get out while you can.