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Posts$Microsoft(MSFT.US)
On the contrary, I think it's more prudent to chase hot topics now.
Microsoft has fallen to around 380, and this poor soul (me) has started building a base position for the 2027 0617 LEAPS call options. The company's fundamentals haven't changed; Azure, Office, and Copilot are still growing. The current concern is more about the market's worry over the pace of AI investment payoffs rather than a loss of competitiveness. I think it's unfair for such a large, platform-type blue-chip stock to be treated this way.
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