u/Back2ThuBasics

1 thesis · first seen Jun 16, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$MSFTDDbullish
u/Back2ThuBasics · 3h 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 $393.830.0% since postedas of Jun 16, 4:59 PM ET
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original post →

End of results.