$Microsoft(MSFT)$ buy on dip.

Jays2030

Microsoft -10%! Overreaction? A Buy at $400?

Microsoft sank 10% despite solid fundamentals. Q2 revenue grew 15% YoY in constant currency, beating expectations, with Azure up 38% and Microsoft 365 Commercial rising 14%, driven by steady subscriber and pricing gains. However, ongoing supply-chain constraints capped upside versus buy-side hopes, reviving concerns over near-term AI monetization and delivery capacity.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":527246292058488,"tweetId":"527246292058488","gmtCreate":1769757617994,"gmtModify":1769757621313,"author":{"id":3570316482549418,"idStr":"3570316482549418","authorId":3570316482549418,"authorIdStr":"3570316482549418","name":"Jays2030","avatar":"https://static.tigerbbs.com/165dffbd071b0317ed3ad238edb7f1f5","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":13,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.05","exceedPercentage":"93.06%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"d0897802c3244d6c8bfaedfd7f14de1b","categoryId":"7a15628ce2174325bddc6229505e0d70","name":"Microsoft -10%! Overreaction? A Buy at $400?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":d0897802c3244d6c8bfaedfd7f14de1b}&rnconfig={\"headerBarHidden\": true}","description":"Microsoft sank 10% despite solid fundamentals. Q2 revenue grew 15% YoY in constant currency, beating expectations, with Azure up 38% and Microsoft 365 Commercial rising 14%, driven by steady subscriber and pricing gains. However, ongoing supply-chain constraints capped upside versus buy-side hopes, reviving concerns over near-term AI monetization and delivery capacity.\n","image":"https://community-static.tradeup.com/news/f8819962e9d82cf3033e4ab28545a31b"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> buy on dip.</body></html>","htmlText":"<html><head></head><body><a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> buy on dip.</body></html>","text":"$Microsoft(MSFT)$ buy on dip.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/527246292058488","repostId":0,"isVote":1,"tweetType":1,"viewCount":9,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":26,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/527246292058488"}