Microsoft Cheaper Than IBM: Overshoot or Repricing? Software has been one of the weakest corners of US equities so far in 2026. The S&P 500 Software and Services index is over 15% lower year to date, and the drawdown accelerated after $Microsoft(MSFT)$   's earnings in late January helped turn a slow bleed into a sector wide de-risk.   In the seven sessions through last Thursday, the index shed roughly $1T in market value, a move that quickly earned the nickname "softwaremageddon." The bounce only showed up late: the software index rose 2.4% on Friday after falling more than 17% over the prior seven sessions, then added another 2.9% on Monday. Even after the rebound, it was still roughly 13% b

🧠 $Microsoft(MSFT)$ — Inflection Analysis The market is stuck on capex fear. The data says demand is already locked in. Microsoft’s AI-driven cloud engine has moved from speculation to backlog-backed execution, with monetization now visible in Azure growth and RPO expansion. 📈 Inflection status: CONFIRMED POSITIVE Revenue, margins, and cash flow continue to inflect upward. Atomic evidence: • Azure growth re-accelerated to ~40% (FY26 Q1) • Commercial RPO surged to $625B, +110% YoY • AI now contributes ~16pts to Azure growth (+400bps in 6 months) • OpenAI signed ~$250B incremental Azure consumption deal • Operating cash flow +56% vs FY23 ⚠️ Bottleneck: GPU capacity and datacenter power limit near-term fulfillment. 💰 Price-conditioned

A good buy and bear market is coming 

$Microsoft(MSFT)$  just bought more, good buying opportunity.

$Microsoft(MSFT)$  good 😊 holding and for long term 

$Microsoft(MSFT)$  bull

$Microsoft(MSFT)$  feel it's still overvalued~ more correction needed

$Microsoft(MSFT)$  is always a buy at good price. But MS copilot is defending zmS position in enterprise. Google is the real one to get in at. 

$Microsoft(MSFT)$  Strong buy

$Microsoft(MSFT)$  buy buy buy

It has been a huge irritant on users of Windows about how MSFT is going about their execution of ai usage for their users. Instead of focusing on what users would want or need, the direction taken seems desperate and thoughtless, a mad rush to scream "look at us! we invested in openai and this is what we can do" Constant drivel about how windows os should be an agentic os, and not giving users the option to reject these ai functionalities will cause msft to cede ground to competition like Apple and Google

$Microsoft(MSFT)$  Any price can be a good price for every individual has a different time frame, risk tolerance, tongue and taste. If one needs to ask, means generally you are uncomfy with the price. For if one does not want to pay 150bucks for a ribeye, then dont eat it.

$Microsoft(MSFT)$   Capitalizing on the MSFT dip by selling Cash Secured Puts (CSPs) at lower support levels to accumulate fresh shares. This allows for a lower entry price compared to existing holdings without over-leveraging. Once the share price rebounds, I’ll trim the higher-cost shares to maintain a balanced position size and keep capital fluid. It's all about upgrading the cost basis while staying disciplined with total exposure.

Microsoft reset will always regain after some time historically. Just hold or add some on dips. Meta has long runway. Just do it. Apple is old apple. If u like to wait for apple drop on head, then slowly wait. Tesla is king. King of jokes. Just wait for the advertising stunts and follow the clowns but leave the theater before the show finish.

$Microsoft(MSFT)$  as a new investor and a rather "experimental" portfolio, this considerable dip and recommendation from others here, Im gonna put lot more of my savings into this as a long term investment  (≥3 years).

Confirm growing, as what i used more often is microsoft, it become more controlling.

The dip for $Microsoft(MSFT)$ seems more like a valuation rest, it may be a good to take a small initial position to be scaled in after more clarity at the next earnings. $Tesla Motors(TSLA)$ is not likely to deliver as Elon Musk has consistently hyped the market repeatedly.

MSFT is still a Good stock, at this level could numble some as an investment [Chuckle].... But I'm out of bullets 😭. @JC888 @Barcode @koolgal @Shernice軒嬣 2000 @Aqa @Shyon @DiAngel