---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39557451.md"
description: "$Microsoft(MSFT.US)Thought about why Microsoft is the worst performer among the cloud giants 🤔1. AI ➡️ Corporate layoffs ➡️ Subscriptions & profits decline2. Copilot underperforms + Neo Cloud takes away cloud market share, but Capex remains highThese two factors could form a death spiral: inability to maintain Capex will lose the cloud provider race, inability to maintain software-side revenue will make it impossible to sustain Capex ♻️I used to be a Microsoft bull, made some money in and out with leaps calls. But I'm not in a hurry to enter the market recently. I feel the stock price of $Microsoft(MSFT.US) won't reverse so quickly; it might need to wait for a few quarterly reports and the overall market to stabilize before it can rise back.Not sure if I'm thinking right 🤔"
datetime: "2026-03-26T17:01:10.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39557451.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39557451.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39557451.md)
author: "[Freedman](https://longbridge.com/en/profiles/20047675.md)"
---

# $Microsoft(MSFT.US)Thought about why Microsoft is …


### Related Stocks

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

## Comments (1)

- **Freedman · 2026-03-26T17:08:09.000Z**: Be cautious when buying options, bros.