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MSFT down 10% AI hype finally hitting reality???
u/BojidarKobakov · Reddit — r/stocks ·
January 29, 2026 at 15:42
· ⬆ 1092 pts · 💬 442 comments |
View on Reddit ↗
AI Summary
Original Reddit post
No qualifying author-owned investment thesis.
Score
1,092
Comments
442
▶
Full Post Text
Yeah, revenue was fine, but margins are getting squeezed and the AI spend is absolutely massive. Feels like the market is starting to ask the uncomfortable question: *How long do you burn cash before AI actually pays off?*
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