If you're not buying MSFT/MSFU at these prices what are you even doing?

buyingstuff555 · 2026-06-25T17:32:01+00:00

=== SUMMARY === - The post argues that Microsoft (MSFT) is undervalued because its stock price is near November 2021 levels despite 18% revenue growth for eight consecutive quarters, calling it the biggest bargain on the market. - The author’s thesis is that MSFT’s fundamental strength is not reflected in its price, and current levels represent a buying opportunity. - Quality assessment: **Noise** – the post lacks detailed financial analysis, ignores key counterpoints (AI capex burn, closed-loop revenue with OpenAI), and relies on surface-level price comparisons. === SENTIMENT === BULLISH === TRADE IDEAS === TICKER - DIRECTION | confidence: 0.65 | sentiment: +0.70 Speaker: u/buyingstuff555 Thesis: 1. THE FACT: MSFT is ~$10 (2-3%) from its November 2021 price despite consistently growing revenue at ~18% for 8 quarters. 2. THE BRIDGE: This perceived disconnect between earnings growth and flat price suggests a valuation compression that may revert, creating a long opportunity. 3. THE VERDICT: The author believes MSFT is a bargain relative to its own history and growth trajectory, warranting a long position. 4. RISKS: AI capex is burning cash with unclear ROI; OpenAI’s $250B Azure commitment is partly funded by Microsoft’s own $13B investment (circular revenue); stock has dropped 20% in a month and 33% YTD, and may continue falling if broader market sentiment worsens. Timeframe: medium-term (6–12 months) Key Points: - MSFT near Nov 2021 price despite revenue growth - AI spending concerns may delay recovery - High institutional ownership limits downside floor - Leveraged MSFU adds risk/decay === COMMENTS SUMMARY === The community is largely bearish, highlighting that MSFT’s revenue growth is fueled by massive AI capex with no clear profit plan (u/Vind2, u/AssignmentMammoth696). Commenters also point out the closed-loop revenue with OpenAI (u/c-u-in-da-ballpit), the stock’s 33% YTD decline (u/RJ5R), and the belief that further drops are likely before a bottom forms (u/

u/buyingstuff555 · Reddit — r/investing · June 25, 2026 at 17:32 · ⬆ 56 pts · 💬 136 comments | View on Reddit ↗

AI Summary

Summary

The post argues that Microsoft (MSFT) is undervalued because its stock price is near November 2021 levels despite 18% revenue growth for eight consecutive quarters, calling it the biggest bargain on the market.
The author’s thesis is that MSFT’s fundamental strength is not reflected in its price, and current levels represent a buying opportunity.
Quality assessment: Noise – the post lacks detailed financial analysis, ignores key counterpoints (AI capex burn, closed-loop revenue with OpenAI), and relies on surface-level price comparisons.

Score 56

Comments 136

Upvote % 63%

If you're not buying MSFT/MSFU at these prices what are you even doing?

Summary

More from Reddit — r/investing