Author argues software/SaaS names still look expensive after the selloff on forward P/E, found only UBER cheap (with AV threat), and bought MSFT as the safe AI-beneficiary pick.
MSFT — LONG The author argues that after the software selloff, established profitable software names still trade at rich multiples (CRM/INTU 25-30x, NOW ~65x, NFLX ~30x), so there is little value in buying the dip there. Instead the author bought MSFT, citing its P/E and its likelihood to survive the next decade and benefit from AI. The author's implicit rationale is that MSFT offers a better risk/reward than expensive SaaS peers.
Given all this, I only bought MSFT, as that have p/e and obviously is guaranteed to live next 10 years or benefit from AI.
This Reddit post, published February 05, 2026, features u/meme_yolo discussing MSFT. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/meme_yolo · Tickers: MSFT