---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000765099.md"
description: "Microsoft down 20% in June and 35% YTD is wild for a megacap. AI capex worries plus the Italy antitrust noise. tempting value here but I want to see capex discipline before I back up the truck. small adds only."
datetime: "2026-06-29T05:07:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000765099.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000765099.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000765099.md)
author: "[rocket Shadow](https://longbridge.com/en/profiles/16656326.md)"
generator: "portal-rs"
---

# Microsoft down 20% in June and 35% YTD is wild for…


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

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