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Am I missing something with MSFT?
Posted on 2/21/26 at 8:58 pm
Posted on 2/21/26 at 8:58 pm
It's trading at $397, all the analysts say it's a $600 stock.
Are we looking at easy low risk money here or is there something I'm not seeing? Only thing I'm reading is they have dumped billions into the AI race and that could be a concern somehow- don't know why.
Are we looking at easy low risk money here or is there something I'm not seeing? Only thing I'm reading is they have dumped billions into the AI race and that could be a concern somehow- don't know why.
This post was edited on 2/21/26 at 8:59 pm
5
Posted on 2/21/26 at 9:03 pm to DiamondDog
They have a ton of money like 13 billion invested in the time bomb that is open AI.
Recently they even mentioned they are shifting focus to their internal AI model. Signaling it might not be working out. Which is also troubling because open AI is a massive driver of the growth of azure.
Long term they will be fine, but clear risk in the large investment in open AI that is burning money.
Recently they even mentioned they are shifting focus to their internal AI model. Signaling it might not be working out. Which is also troubling because open AI is a massive driver of the growth of azure.
Long term they will be fine, but clear risk in the large investment in open AI that is burning money.
This post was edited on 2/21/26 at 9:09 pm
Posted on 2/22/26 at 8:12 am to DiamondDog
Overreaction to the AI/OpenAI stuff creating a good buying opportunity.
There's going to be an overreaction the other way when people remember the totality of what MSFT is. They're associated with OpenAI, but aren't in any way built around it. Hell, they could end up buying OpenAI in a few years with how it's going to crash and burn, and get some guardrails around the insanity that it's become.
Says my non-professional, non-expert, shooting from the gut, opinion.
There's going to be an overreaction the other way when people remember the totality of what MSFT is. They're associated with OpenAI, but aren't in any way built around it. Hell, they could end up buying OpenAI in a few years with how it's going to crash and burn, and get some guardrails around the insanity that it's become.
Says my non-professional, non-expert, shooting from the gut, opinion.
Posted on 2/22/26 at 8:44 am to SlowFlowPro
quote:Your opinion is as good as anyone's...
Says my non-professional, non-expert, shooting from the gut, opinion.
Posted on 2/22/26 at 8:57 am to DiamondDog
Microsoft is a software company at it’s core (That’s why it’s lagging imo). They’re committed to pivoting away now. Lots of uncertainty, but if I trust anyone in the market to execute this scale of a transformation, it’s Microsoft.
Posted on 2/22/26 at 9:15 am to DiamondDog
Hopefully I am not hijacking the thread, I don't mean to, but AMZN is similar to me. Analysts say it is a $300 stock, they have been saying it for months, and yet it is around $210. Every time it pushes around $250 it falls back.
It seems the AI headwinds are affecting both stocks.
It seems the AI headwinds are affecting both stocks.
Posted on 2/22/26 at 9:21 am to DiamondDog
Saw this story this weekend that EU countries are looking at going away from American tech companies.
Posted on 2/22/26 at 11:35 am to SlowFlowPro
quote:Yes...but...it seems crazy that with their crushing incumbent advantage that Co-pilot has been such a flop.
Overreaction to the AI/OpenAI stuff creating a good buying opportunity.
There's going to be an overreaction the other way when people remember the totality of what MSFT is. They're associated with OpenAI, but aren't in any way built around it. Hell, they could end up buying OpenAI in a few years with how it's going to crash and burn, and get some guardrails around the insanity that it's become.
Says my non-professional, non-expert, shooting from the gut, opinion.
Posted on 2/22/26 at 11:43 am to Big Scrub TX
I think the difference is MSFT outsourced a lot of the AI work as opposed to Google, who invested in house. Based on what OP says, it seems they are reversing course with how bad OpenAI is fumbling. That + Google having so much data to train models is why I picked Google/Gemini to be the "winner" in AI.
Posted on 2/22/26 at 11:45 am to SlowFlowPro
quote:I think there's a case for making GOOG like a 10% position and not looking at it for 25 years.
I think the difference is MSFT outsourced a lot of the AI work as opposed to Google, who invested in house. Based on what OP says, it seems they are reversing course with how bad OpenAI is fumbling. That + Google having so much data to train models is why I picked Google/Gemini to be the "winner" in AI.
Claude and Gemini are going to put Chat out of business.
Posted on 2/22/26 at 1:42 pm to SlowFlowPro
quote:I own a few shares in Mr. Softie and from what I glean from their stockholder disclosures the company made a serious "strategery" blunder with their rollout of their MS suite of Office apps using Co-Pilot which is their version of their AI application.
I think the difference is MSFT outsourced a lot of the AI work as opposed to Google, who invested in house.
Simply put, Co-Pilot don't wurk two goodly...
Posted on 2/22/26 at 4:11 pm to LSURussian
quote:
from what I glean from their stockholder disclosures the company made a serious "strategery" blunder with their rollout of their MS suite of Office apps using Co-Pilot which is their version of their AI application.
Not surprising. They changed the front page of office.com (after login) from your O365 apps to Copilot without any warning (at least none we received).
And they've pushed it into everything, even Notepad.
Posted on 2/22/26 at 4:50 pm to Big Scrub TX
quote:
incumbent advantage that Co-pilot has been such a flop.
This has been baffling. We use the enterprise copilot at work, and chatgpt is just faster and easier. Copilot is just rebranded chatgpt, but they rebranded it to be inferior.
Posted on 2/23/26 at 7:24 am to DarthRebel
quote:
This has been baffling. We use the enterprise copilot at work, and chatgpt is just faster and easier. Copilot is just rebranded chatgpt, but they rebranded it to be inferior.
We’ve been told to use enterprise Copilot for anything that involves protected data - which to me is the most useful use of AI. Sticking spreadsheets with client or industry info into Chatgpt is a big no no.
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