Subject: Re: MSFT
I have a boat load of MSFT and think its a good valuation right now...
That's thinking like a professional. MSFT's valuation is almost all-time historically low, as pointed out by the video/podcast The Compound and Friends March 20th. Worth a listen. A short term capex dump of all of their cash flow for 1 year into AI infrastructure is a significant factor in this crash. They make the case that MSFT's economics haven't changed THAT much; Copilot may be behind the curve a bit but they will leverage it "soon". Buy when there's blood in the streets and all that.

FC