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What do you smart investors think about Microsoft right now?

u/Party_Team1104 · Reddit β€” r/ValueInvesting · April 17, 2026 at 00:17 · ⬆ 16 pts · 💬 108 comments  | View on Reddit ↗
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Summary

  • A beginner trader describes switching from a speculative trade (QUBT) to Microsoft, believing it is undervalued and poised to rise due to its entrenched enterprise products (Windows, Office 365), growth in Azure and AI, and an expectation of a positive April earnings report.
  • The author's thesis is based on perceived market dominance, lack of real competitors, and a price target of $580-$730. Quality assessment: This is speculation. The thesis relies on broad, subjective assertions about market position and collusion, with no fundamental valuation or financial analysis provided.
Score 16
Comments 108
Upvote % 66%
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Ideas
u/Party_Team1104 Reddit r/ValueInvesting
Author states MSFT is "undervalued" with a $580 price target. Cites ubiquitous use of Windows & Microsoft 365 in enterprises and growth potential in Azure and AI. Believes these durable business lines and upcoming AI integration create a near-term catalyst, specifically for the April earnings report, making the stock ripe for a rally. MSFT is a dominant, "crash-proof" company that is currently undervalued and whose stock is due to increase. Thesis lacks quantitative support. AI execution risk, cloud competition (AWS, Google), and high current valuation could limit upside. The short-term "turn" narrative is speculative.
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This Reddit post, published April 17, 2026, features u/Party_Team1104 discussing MSFT. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Party_Team1104  · Tickers: MSFT