u/LAHAND1989 ·
Reddit — r/StockMarket
· May 13, 2026 at 19:42
· ⬆ 66 pts
· 💬 60 comments
| View on Reddit ↗
AI Summary
Summary
The author argues that Microsoft (MSFT) is trading at January 2024 prices despite growing earnings at high teens annually, calling it a "screaming buy."
Thesis is based on valuation disconnect: 2.5 years of zero price gains while fundamental growth continues, with AI investment uncertainty as the only negative factor.
Quality assessment: Speculation/opinion with limited data; no detailed financials or valuation metrics beyond price stagnation.
MSFT price is unchanged since Jan 2024, while revenue and earnings have grown in the high teens annually. This creates a compressed valuation multiple; if growth continues, re-rating upward is likely as uncertainty fades. Buy MSFT on the thesis that fundamentals will eventually overcome short-term AI sentiment headwinds. OpenAI loses competitive edge to Anthropic; legal/trial outcomes hurt investment; broader software sector de-rating.