u/iloveaccounting64 ·
Reddit — r/ValueInvesting
· April 14, 2026 at 17:42
· ⬆ 27 pts
· 💬 31 comments
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AI Summary
Summary
The author boasts about successfully buying the dip on MSFT by doing the opposite of the subreddit's bearish sentiment, citing strong fundamentals like 20x earnings and mid-30% Azure growth.
The author also reveals purchasing LEAPS (long-term options) on ORCL, NOW, and PANW, expecting a broader tech recovery over the next 12-18 months as institutional money flows back into the sector.
Quality assessment: Speculation and hindsight bias mixed with basic fundamental metrics. It is primarily a gloating post rather than deep due diligence.
Score27
Comments31
Upvote %68%
▶ Full Post Text
I hate to be the hindsight guy but this sub is a joke when it comes to attitude towards quality businesses that are trading cheap due to sentiment. Instead of buying, yall hate on it thinking it’ll go down more.
You people realize you were talking about the best business in the world trading 20x earnings and sub 30x fcf right? And yall still think it could go down another 30%-50% when the the market is showing stabilization after already pricing in a war and AI disruption turning SaaS and even MSFT obsolete? All while most businesses run their compute on azure (getting mid 30% growth in azure and mid double digit overall top line growth) and chatgpt is monetization from ads (this can add another few hundred million in market cap to open ai). And being a mag 7, yall never thought what will happen when institutions do a risk reversal when more clarity shows ? Hundreds of millions will flow back into the mag7 like it did this week.
Anyways, thanks again. I also bought the dips with leaps on orcl, now, panw. See yall in 12 - 18months when I comeback and take profits.
The author explicitly states buying LEAPS on NOW during the recent market dip. High-quality SaaS companies were unfairly punished by AI disruption fears, creating a discounted entry point. Go long via LEAPS to capture the recovery as sentiment stabilizes. AI disruption severely impacts traditional SaaS models.
MSFT is trading at 20x earnings and sub 30x FCF, with Azure growing in the mid-30% range. The market overreacted to fears of war and AI disruption, creating a mispricing. Institutions are now executing a risk reversal, driving capital back into Mag 7 stocks. Buy the dip on a high-quality, dominant business when market sentiment is overly pessimistic. AI disruption actually materializes against SaaS, or macroeconomic conditions worsen.
The author explicitly states buying LEAPS on ORCL during the recent market dip. Similar to MSFT, quality tech businesses were oversold due to macro and AI fears, presenting a leveraged upside opportunity. Go long via LEAPS to capture the institutional rotation back into tech over the next year and a half. Prolonged tech downturn or failure to capture AI tailwinds.
The author explicitly states buying LEAPS on PANW during the recent market dip. Cybersecurity remains a critical infrastructure need, and the recent tech selloff provided a cheap entry for long-term options. Go long via LEAPS to ride the institutional tech recovery. Sector-specific headwinds or broader market selloffs.
This Reddit post, published April 14, 2026,
features u/iloveaccounting64
discussing NOW, MSFT, ORCL, PANW.
4 trade ideas extracted by AI with direction and confidence scoring.