---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/43311749.md"
description: "$Microsoft(MSFT.US) SaaS software is declining, cloud spending is draining cash flow. Microsoft was at 380, you didn't buy it. The earnings report came out, and surprisingly, the software segment is still growing, just slower. Cloud is truly profitable; the money invested was right, the logic holds up. Microsoft hit 510, and you probably wouldn't dare to buy now. Sigh, where can you find a stock that is both cheap and certain? Oracle at 140, massive debt, short selling everywhere. Everyone says it's the first burst of the AI bubble, yet no one dares to buy. Unimaginable. That day, Oracle proved that going all-in on cloud was correct, successfully becoming the 5th largest cloud provider. Cash flow is slowly turning positive. Shouldn't it be worth 400-500? Of course, there is indeed a possibility that Oracle won't survive until then, even if the direction was right."
datetime: "2026-08-10T14:52:46.000Z"
locales:
  - [en](https://longbridge.com/en/topics/43311749.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/43311749.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/43311749.md)
author: "[e= 2.71828](https://longbridge.com/en/profiles/19610803.md)"
---

# $Microsoft(MSFT.US) SaaS software is declining, cl…


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## Comments (1)

- **非恐慌性持有 · 2026-08-10T17:42:43.000Z**: Does this mean Oracle is going to go under and sell off its GPUs?