bought $MSFT
not that confident in the purchase but down 25% from the highs and almost below a $...
Twitter
Note: AI-generated summary based on third-party content. Not financial advice. Read more.
Quick Insights
Amit is "dipping toes" into Microsoft ($MSFT), buying shares after a 25% drop from highs and near a $3T market cap, despite missing cloud revenue by only 2%. He acknowledges potential OpenAI headwinds but is prepared to average down, suggesting a belief in long-term value despite current "SaaS carnage."
Ask about this postAnswers are grounded in this post's content.
Tweet
About amit