πππJust yesterday,
$Microsoft(MSFT)$ rose 2.68% but today the hot August Non Farm Payrolls report landed like a bombshell & Microsoft's rally hit a wall, sliding 2% to USD 499.68.
Is Microsoft still the unbreakable ballast or are we close to the ceiling?
Bulls say Microsoft is an absolute fortress:
1. The Enterprise Cash Machine: Microsoft's commercial cloud suite Azure & enterprise software subscriptions are hardwired into the global economy. Companies can cut their marketing budgets but they cannot switch off their cloud infrastructure.
2. The Ultimate AI Commercialisation Engine: Microsoft is actively billing clients for Copilot integrations, scaling up enterprise licences & compounding their monetisation at a fast pace.
Bears are preaching caution:
The Valuation Reality Check: At these levels, Microsoft is overvalued.
My Take: Dollar Cost Average Microsoft because it removes the stress of trying to time the market.
@Tiger_comments @TigerStars @Tiger_SG
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