u/Back2ThuBasics

1 thesis · first seen Jun 16, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-2.1%-2.1%
3d1100%-3.7%-3.7%
1w1100%-5.1%-5.1%
1m111100%+1.8%+1.8%
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$MSFTDDbullish
u/Back2ThuBasics · 45d agono track record yet

Microsoft DD (Not AI for once!)

Microsoft has underperformed for 6 months while earnings grew 73%, pushing P/E ratios to mid-2017 levels well below peers (Google 28, Nvidia 31, Apple 36). With Azure growing 39-40% YoY, $627B in backlog revenue, and a 38% net margin, the company is positioned to regain valuation ground as demand translates into future earnings.

At post $393.83Now $464.72+18.0% since postedas of Jul 31, 4:59 PM ET
1d-2.1%
3d-3.7%
1w-5.1%
1m+1.8%
3m
6m
1y
original post →

End of results.