Added to YB: 2026-08-03
Pitch date: 2026-07-31
MSFT [neutral]
Microsoft Corporation
Author Info
No bio for this author
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Company Info
Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide.
Market Cap
$3.3T
Pitch Price
N/A
Price Target
N/A
Dividend
0.81%
EV/EBITDA
16.52
P/E
25.13
EV/Sales
10.25
Sector
Software
Category
N/A
Show full summary:
Just Like That, Hyperscalers Suddenly Look Attractive - Microsoft Corporation
MSFT (exited position): Stock +15% post-earnings on capex guide NOT raised (market rewarding capex discipline) + commercial backlog +84% to $678B with growth broadening beyond OpenAI/Anthropic. Author sold late 2025 at +450% gain on OpenAI reliance concerns; prefers buying Nasdaq 100 over direct MSFT exposure now.
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