Author argues Microsoft is cheap at 23x earnings versus Costco at 50x, drawing a parallel to Alphabet's earlier undervaluation.
MSFT — LONG The author argues Microsoft at 23x earnings is a no-brainer buy, comparing it to Alphabet when it traded cheaply while investors dismissed it as 'behind' with looming lawsuits. The mechanism is multiple re-rating: Wall Street underestimates the durability of Microsoft's Office, cybersecurity, and operating system moats, wrongly assuming each company can vibe-code its own Office suite. No explicit catalyst or time horizon is given; the main stated risk is the market's misjudgment of software competitive dynamics.
Buying Microsoft is at this point a no-brainer. GOOG was this cheap while MSFT was in the high 30s.
This Reddit post, published February 06, 2026, features u/Brave-Side-8945 discussing MSFT. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Brave-Side-8945 · Tickers: MSFT