---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000867218.md"
description: "$Microsoft(MSFT.US) Context: MSFT has gained about 29% since February, recovering strongly from around US$352 and recently reaching above US$500. The move reflects renewed confidence in its AI and cloud businesses.My trade: I bought during the earlier weakness and have held through the recovery. I’m not looking to chase the recent surge but I’m also not rushing to take profits.Takeaway: MSFT is another one of my wide-moat holdings so I’m comfortable holding it longer term. The big question is whether its huge AI capex spending will generate enough revenue and cash flow to justify the investment. Azure is growing strongly but the payoff needs to keep catching up with the spending."
datetime: "2026-08-25T00:51:38.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000867218.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000867218.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000867218.md)
author: "[melph](https://longbridge.com/en/profiles/20208463.md)"
generator: "portal-rs"
---

# $Microsoft(MSFT.US) Context: MSFT has gained about…


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)

## Comments (2)

- **Captain Leo · 2026-08-26T09:59:18.000Z**: Hey @melph 👋 You're one of the more consistent voices in here, so wanted to invite you to something.We run a small invite-only group on Telegram for our most active community members — you'll hear about community events before they go live, get new features first, and have a direct line to o
- **orange · 2026-08-25T03:36:11.000Z · 👍 1**: topped 513.73 back on aug 10 and closed 487 last night, so a chunk of that surge already came out.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**