$Microsoft(MSFT)$ At $500/sh.

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$Microsoft(MSFT)$ At $500/sh. this would trade at 35.9X earnings which is way more than 2X the next 5 year growth rate. It is not a $100B company that has small size advantage. When you are looking at a possible recesssion tech is an obvious area to cut back. A lot of the cloud services are usage based like AI. At 29X next years earnings the company is reasonably based. There are also date center issues with power that are a little murky.

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VivianChua
·08-08
Nice 💚 💚 💚
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YueShan
·08-08
Good⭐️⭐️⭐️
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When you are looking at a possible recesssion tech is an obvious area to cut back. A lot of the cloud services are usage based like AI. At 29X next years earnings the company is reasonably based. There are also date center issues with power that are a little murky.</p></body></html>","htmlText":"<html><head></head><body><p> <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"Microsoft\" href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$</a> <v-v data-views=\"1\"></v-v> At $500/sh. this would trade at 35.9X earnings which is way more than 2X the next 5 year growth rate. It is not a $100B company that has small size advantage. When you are looking at a possible recesssion tech is an obvious area to cut back. A lot of the cloud services are usage based like AI. At 29X next years earnings the company is reasonably based. 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