A good buy and bear market is coming 

$Microsoft(MSFT)$  just bought more, good buying opportunity.

$Microsoft(MSFT)$  good 😊 holding and for long term 

$Microsoft(MSFT)$  bull

$Microsoft(MSFT)$  feel it's still overvalued~ more correction needed

$Microsoft(MSFT)$  is always a buy at good price. But MS copilot is defending zmS position in enterprise. Google is the real one to get in at. 

$Microsoft(MSFT)$  Strong buy

Four of the Mag 7 have reported earnings this week, and the divergence is getting very real. Meta surged +10% against the tape. Microsoft wiped out $357B in market cap, the 2nd-largest single-session value drop in stock market history. Tesla and Apple were underwhelming. Little price reaction. Let’s break down the scoreboard for these four mega-cap tech giants. 🏆 The Winners $Apple(AAPL)$: “Ecosystem Dominance at Scale” Revenue $143.8B, EPS $2.84 — a clean beat across the board. Why it’s on the winners list: Ultra-high user loyalty powered iPhone revenue +23%. Even more impressive, Greater China revenue flipped sharply higher to +38% YoY, crushing market concerns. A record 48.2% gross margin proves Apple’s unmatched ability to leverage its supply

It has been a huge irritant on users of Windows about how MSFT is going about their execution of ai usage for their users. Instead of focusing on what users would want or need, the direction taken seems desperate and thoughtless, a mad rush to scream "look at us! we invested in openai and this is what we can do" Constant drivel about how windows os should be an agentic os, and not giving users the option to reject these ai functionalities will cause msft to cede ground to competition like Apple and Google

$Microsoft(MSFT)$  Any price can be a good price for every individual has a different time frame, risk tolerance, tongue and taste. If one needs to ask, means generally you are uncomfy with the price. For if one does not want to pay 150bucks for a ribeye, then dont eat it.

$Microsoft(MSFT)$  buy buy buy

Microsoft reset will always regain after some time historically. Just hold or add some on dips. Meta has long runway. Just do it. Apple is old apple. If u like to wait for apple drop on head, then slowly wait. Tesla is king. King of jokes. Just wait for the advertising stunts and follow the clowns but leave the theater before the show finish.

$Microsoft(MSFT)$   Capitalizing on the MSFT dip by selling Cash Secured Puts (CSPs) at lower support levels to accumulate fresh shares. This allows for a lower entry price compared to existing holdings without over-leveraging. Once the share price rebounds, I’ll trim the higher-cost shares to maintain a balanced position size and keep capital fluid. It's all about upgrading the cost basis while staying disciplined with total exposure.

$Microsoft(MSFT)$   Here’s a clean, market-level explanation of that Microsoft move, tying price action to fundamentals and expectations (not just the headline numbers). ⸻ Why Microsoft Fell ~10% Despite “Good” Fundamentals At first glance, Microsoft’s results looked strong: • Q2 revenue +15% YoY (constant currency) • Azure +38%, beating expectations • Microsoft 365 Commercial +14%, driven by pricing and subscriber growth So why did the stock sell off hard? Because stocks don’t trade on whether results are good — they trade on whether results are better than what was already priced in. ⸻ 1. Expectations Were Extremely High (Especially for AI) Going into earnings, the buy-side narrative was: • Azure acceleration

$Microsoft(MSFT)$  Yes, this looks closer to an overreaction than a thesis break, but the entry decision depends on time horizon. What actually disappointed the market The fundamentals were solid. Growth did not slow. The sell-off was driven by expectations, not results. Buy-side positioning had priced in near-flawless AI execution. When management flagged ongoing supply-chain and capacity constraints, the market recalibrated near-term AI monetisation, even though demand remains clearly intact. That distinction matters. Is the AI story impaired? No. Microsoft is demand-constrained, not demand-challenged. Azure’s 38% growth confirms AI workloads are scaling rapidly. The issue is delivery timing. Revenue is being deferred, not lost. That is a v

$Microsoft(MSFT)$  as a new investor and a rather "experimental" portfolio, this considerable dip and recommendation from others here, Im gonna put lot more of my savings into this as a long term investment  (≥3 years).

Here is a concise, direct view within the limit. 1. Microsoft at $400? Yes, as a dip-buy. Microsoft sold off on timing concerns, not demand weakness. Azure growth confirms AI traction. $400 is a reasonable accumulation level for long-term investors, though not a short-term bottom call. 2. Can Meta be chased after +10%? No. Meta Platforms is executing well, but post-rally risk-reward is less attractive. Better to wait for consolidation than chase momentum. 3. Apple says memory costs are fine. Why no stock move? Because the market wants growth catalysts, not cost reassurance. Apple is stable, but AI monetisation and services acceleration remain incremental, not transformative yet. 4. Will Tesla deliver in 2026? Unclear, execution-heavy. Tesla still has a compelling narrative, but repeated t

Microsoft sank 10% despite solid fundamentals. Q2 revenue grew 15% YoY in constant currency, beating expectations, with Azure up 38% and Microsoft 365 Commercial rising 14%, driven by steady subscriber and pricing gains. However, ongoing supply-chain constraints capped upside versus buy-side hopes, reviving concerns over near-term Al monetization and delivery capacity. Risks to Monitor Supply Chain Delays: If GPU shortages persist beyond 2024, Azure growth could stall near 30%. Enterprise Spending Pullback: Fed rate hikes could pressure cloud budgets. Regulation: FTC scrutiny of OpenAI partnership remains a wildcard. Valuation: Fair at $400? Post-Drop Metrics: P/E: ~32x forward earnings (vs. 5-yr avg: 35x) FCF Yield: ~2.5% (slightly below historical avg) Price/Sales: ~11x (elevated but jus