---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/38818731.md"
description: "Many bros are asking about the outlook for $Microsoft(MSFT.US):1. The stock price has indeed fallen a lot, but I haven't found a reason to buy it yet.2. What's a bit worrying is that its AI relies too much on OpenAI; I'm a bit uneasy about Sam.3. I haven't seen Microsoft's own AI come out yet.If you don't understand it, don't touch it. Every trade must have a reason to hold it with conviction. 🤔"
datetime: "2026-02-22T02:05:17.000Z"
locales:
  - [en](https://longbridge.com/en/topics/38818731.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/38818731.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/38818731.md)
author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)"
---

# Many bros are asking about the outlook for $Micros…


### Related Stocks

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

## Comments (48)

- **睡不着的斯 · 2026-02-25T12:09:31.000Z**: Want to ask if you'd consider IBM?
- **暴躁老程゛ · 2026-02-23T10:17:39.000Z**: Microsoft 422 shares...😭
- **康康先森 · 2026-02-23T03:26:34.000Z**: Microsoft's Azure has already started integrating Claude's top-tier models, but I tried it today and couldn't deploy due to insufficient resources. Grok is in the same situation. This can actually hedge some of the risks and not rely entirely on OpenAI. Perhaps this area can release some positive de
- **wo ai ni · 2026-02-23T02:42:21.000Z**: Listen to you, Value Bro! Wait a bit longer!
- **相信概率 · 2026-02-23T00:52:54.000Z · 👍 1**: Among the six giants, Microsoft is still the leader. I hold Microsoft, Google, NVIDIA, and Amazon at the same time. In terms of strength and prospects, Microsoft is temporarily the leader. It's still uncertain whether Google can completely surpass Microsoft and firmly take the top spot in the next 2
- **ricky.sun · 2026-02-22T16:24:18.000Z · 👍 1**: Moreover, AI will erode its original office software.
- **白云路交易员 · 2026-02-22T14:45:37.000Z**: Acknowledged.
- **格古达 · 2026-02-22T13:07:40.000Z**: Any research on Meta? The April options are almost wiped out, falling every day.
  - **曼曼小仙女** (2026-02-23T14:56:41.000Z): Bro 😄
- **莱来来 · 2026-02-22T12:12:33.000Z**: Value Bro, what's your take on Duan Yongping increasing his position in NVIDIA?
- **靓仔1988 · 2026-02-22T11:18:08.000Z**: Google and Amazon, buy them casually. Microsoft should still be sold. If you really want to buy something, you might as well buy Apple.
- **BarneyW · 2026-02-22T10:41:19.000Z**: It feels like Jensen Huang is already a bit dissatisfied with Sam.
- **roro1212 · 2026-02-22T04:47:02.000Z**: The main concern might be whether Microsoft's 2026 strategy—introducing external models like Claude 4.5, developing its own Maia 200 chip and internal small language models (SLMs)—can successfully reduce its reliance on OpenAI's expensive computing power. Otherwise, the risks are quite significant.
- **方小牛（PA学习中） · 2026-02-22T04:44:12.000Z · 👍 1**: Can buy, but need to diversify positions, can't go all in at once😂
- **巴尼赚赚 · 2026-02-22T04:11:57.000Z · 👍 1**: I used to think the 400 one was worth buying, but the 200 one is too attractive.
  - **靓仔1988** (2026-02-22T11:26:21.000Z): Just buy Amazon and Google; they are the ultimate winners in the AI era.
- **脆皮大学牲 · 2026-02-22T03:29:52.000Z · 👍 2**: Same feeling. I tried to bottom-fish at 423 but got stuck halfway up the mountain. Not really planning to average down now.
- **硬扛到底 · 2026-02-22T03:00:44.000Z · 👍 2**: Now OpenAI is just one of the options, Microsoft executives have already been buying a lot of stock.
- **叱咤股海鱼鱼猫 · 2026-02-22T02:32:38.000Z · 👍 13**: Doesn't it feel like building an advanced model isn't actually that difficult? After all, even with limited funding domestically, we can produce models with about 80% of Gemini's performance.My humble opinion: the outcome of the future AI war may not lie in whose model is slightly stronger, but in w
  - **靓仔1988** (2026-02-22T11:23:21.000Z): Who can capture the highest unit price of human intent (orders / decisions) with the lowest unit physical cost (electricity + chips)? — This is precisely the core metric of the AI endgame. The essence
- **哀伤的财产 · 2026-02-22T02:27:22.000Z · 👍 16**: In my opinion, there's basically no need to research M7; just buy at the low point and wait for it to bloom.
  - **满仓pltr长持** (2026-02-22T04:39:06.000Z): Even giants are diverging. For example, if you heavily invested in Amazon last year, you couldn't even beat the index. What do you think?
  - **哀伤的财产** (2026-02-22T04:45:54.000Z): Isn't divergence quite normal? Before August last year, everyone thought Google was going bankrupt.
  - **爱吃菠萝包的猫** (2026-02-22T07:04:54.000Z): The reality of not doing research is: sell when it goes up, and also sell when it goes down. When it drops, there's an emotional outburst; after selling and missing the rally, you come back with a lin
- **沃伦.YANG 先生 · 2026-02-22T02:22:21.000Z · 👍 1**: Trump's crazy tariff hike is another huge shock.
  - **不改本色** (2026-02-22T02:35:59.000Z): Tariffs have little impact on neutrinos.
  - **韭菜领域大神** (2026-02-22T03:00:22.000Z): Software stocks won't have much impact, right?
- **FreeBird2025 · 2026-02-22T02:21:04.000Z · 👍 1**: I have a similar view. Betting on OpenAI is Microsoft's biggest risk.