
$Microsoft(MSFT.US) Microsoft has experienced a significant decline of about 13% in 2026, despite strong fiscal results showing an 18% revenue increase and a remarkable 123% growth in AI revenue. The company plans to shift towards a per-user and usage-based pricing model while facing challenges from substantial capital expenditure on data centers, impacting its gross margins. It's crazy to think that just months back people were screaming buy when Msft was at 40x p/e but now people are afraid to buy when it's 22x p/e. Goes to show investing right now could be better for the long term. @Bridge Buzz SG
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