Value is right in front of you this week, just look around

What's up chat. Or fam. Or whatever. I'd like to bring your attention to an important matter. If you haven't taken a look, squinting between your fingers to avoid seeing CRM above and PYPL below on your screener, you may have missed some important developments with MSFT and META - and others. Both had very strong earnings reports, demonstrating continued revenue growth and stable business models. Yet both are trending down after immediate earnings bumps. We're seeing a broad trend across the market to rotate away from the AI play despite excellent earnings for companies in the AI play. Perceived headwinds include SaaS narrative impacting MSFT and extreme capex by META. You can look more broadly across the general AI tangent sector, from QCOM dropping due to memory shortage guidance and CMI pointing to a losing bet on hydrogen. Both of these companies had excellent earnings. Now, each company does have some intrinsic risk. MSFT outsourced it's AI and is not exactly loved by its users. META is making bets guided by the guy who thought VR was the future because we were stuck inside during COVID. QCOM is still exposed to Apple silicon advancement in modems. CMI truck engine revenue remains surprisingly flat. But these are not what's driving the market decisions this week. GOOG is down. AMZN is down.and hasn't even released what will likely be excellent earnings and guidance. So, take a look around. Don't be myopic. The very concept this sub is meant to focus on are opportunities with companies that have long histories of success but the market is irrationally discounting. And for timing, companies that aren't in the midst of a 3 year stagnation recovering from astronomical valuations. And to be sure, MSFT is probably the biggest value here. 45 years of incredible success, very little reason to think they won't find more over the next decade.