There appears to be a pivot aw

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01-31 15:02

There appears to be a pivot away from stocks in the SAAS sector which used to trade at very high multiples due to expectations of strong growth to more moderate growth, and MSFT appears to be a casualty of that. AI is here to stay but whether users will pay enough to cover the investment costs are a key unknown, especially when depreciation or AI hardware depreciates more rapidly than expected.

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

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