$Microsoft(MSFT.US)The market seems to be pricing in a slowdown in new data center construction, while cloud providers a…
$Microsoft(MSFT.US)The market seems to be pricing in a slowdown in new data center construction, while cloud providers are getting aggressively bid up. It’s an interesting shift in sentiment, with investors seemingly starting to favor cloud revenue over the massive infrastructure spending behind AI.
I’m considering selling my Microsoft position. It feels like most of its alpha has already been realized, and the upside from here may not justify staying heavily invested.
Sometimes it makes sense to move on even when the company itself remains strong. The question is no longer whether Microsoft is a great business, but whether the stock still offers enough upside at this valuation.
@Captain's Treasure
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