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Anyone else bought MSFT at around $360?

u/Toomuch_flow · Reddit — r/ValueInvesting · March 30, 2026 at 17:22 · ⬆ 105 pts · 💬 94 comments  | View on Reddit ↗
AI Summary

Summary

  • The author (u/Toomuch_flow) purchased MSFT stock at ~$360, breaking from an ETF-only strategy, seeing a massive opportunity.
  • Thesis: The price represented value despite high CapEx/AI investments, supported by a strong 2025 net income of $101B.
  • Quality assessment: Speculation / noise. A simple statement of a purchase with one supporting data point, not detailed due diligence.
Score 105
Comments 94
Upvote % 94%
Ideas
u/Toomuch_flow Reddit r/ValueInvesting
MSFT reported a net income of $101B in 2025. The stock was trading around $360. The author views this price as a "massive opportunity," implying the market is undervaluing the company's earnings power and future prospects from AI investments. Strong earnings justify the purchase price, making it a compelling value entry point. High capital expenditures (CapEx) on AI may not yield expected returns. General market downturn could pressure the stock further.
MSFT HIGH
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This Reddit post, published March 30, 2026, features u/Toomuch_flow discussing MSFT. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Toomuch_flow  · Tickers: MSFT