u/googondusk ·
Reddit — r/ValueInvesting
· May 05, 2026 at 14:53
· ⬆ 25 pts
· 💬 44 comments
| View on Reddit ↗
AI Summary
Summary
The post compares Microsoft’s current stagnation to Google’s unpopular period a few years ago, suggesting MSFT may be a value opportunity while others chase hot stocks.
The author holds a long position in Google (GOOGL) from that earlier period and implies a similar thesis for MSFT.
Quality assessment: This is pure speculation with no data, financials, or valuation analysis—essentially noise.