Anyone else buying into MSFT right now?

IncidentSome4403 · 2026-04-27T21:59:09+00:00

=== SUMMARY === - The author bought 30 shares of MSFT after news that Microsoft will stop revenue sharing with OpenAI as part of a reimagined partnership. - Thesis: previously hesitant due to OpenAI entanglement, now sees the change as a positive catalyst for MSFT’s Azure and Microsoft 365 segments. - Quality assessment: speculative opinion with limited data; more of a personal conviction post than well-researched DD. === SENTIMENT === BULLISH === TRADE IDEAS === TICKER - DIRECTION | confidence: 0.70 | sentiment: +0.70 Speaker: u/IncidentSome4403 Thesis: 1. THE FACT: Microsoft and OpenAI are ending revenue sharing and restructuring their partnership. 2. THE BRIDGE: This reduces Microsoft’s dependency on OpenAI and allows it to capture more value from its AI investments. 3. THE VERDICT: The restructuring acts as a positive catalyst, reinforcing MSFT’s long-term AI monetization potential. 4. RISKS: New terms could still be unfavorable; AI competitive landscape may shift; valuation already elevated. Timeframe: medium-term Key Points: - Reduced OpenAI dependency risk - Potential for higher retained AI revenue - Azure cloud growth remains strong - Microsoft 365 provides stable cash flow - Valuation high but may be justified === COMMENTS SUMMARY === Top comments note that MSFT is frequently discussed on this sub and that most buying interest was at the ~$380 level, not at current higher prices. The community appears skeptical of the timing but offers no strong counter-arguments to the OpenAI restructuring thesis.

u/IncidentSome4403 · Reddit — r/ValueInvesting · April 27, 2026 at 21:59 · ⬆ 19 pts · 💬 51 comments | View on Reddit ↗

AI Summary

Summary

The author bought 30 shares of MSFT after news that Microsoft will stop revenue sharing with OpenAI as part of a reimagined partnership.
Thesis: previously hesitant due to OpenAI entanglement, now sees the change as a positive catalyst for MSFT’s Azure and Microsoft 365 segments.
Quality assessment: speculative opinion with limited data; more of a personal conviction post than well-researched DD.

Score 19

Comments 51

Upvote % 73%

▶ Full Post Text

More from Reddit — r/ValueInvesting

I ran 15 years of SEC filings through a Python script to calculate "True Free Cash Flow" for 1,400 stocks. Here are the SaaS anomalies I found.

Apr 27, 20:58

Sell off in defense stocks

Apr 27, 20:43

When does a “quality company” become a bad investment due to their valuation?

Apr 27, 17:09

Selling Amazon before earnings?

Apr 27, 16:47

Why SaaS isn´t going anywhere

Apr 27, 15:54