Microsoft's 50% Azure growth and prospect of positive cash flow in 2027 make the stock look bulletproof. Headcount cuts, lower Anthropic spend, a better Copilot routed to cheaper tokens, and coming proprietary chips and model usage add to the case. It should get Apple's multiple plus recognition for cybersecurity. x.com  x.com 

Microsoft offers growth in certain segments as fast as or faster than other megacaps at a 50% discount in the multiple. Daily price action is deceiving; if the stock were up $30, the opportunity would be obvious, so treat the current price as a chance to go back and capture it. x.com 

Amazon, Alphabet, Microsoft and Meta are not getting cheap; their multiples are sliding because separate monopolies are turning into one competitive market. They now spend enormous sums to sell the same AI to the same customers, funded largely by cyclical ads, on unproven returns. Microsoft faces AI eating per-seat licensing, Amazon fights in both retail and cloud, Alphabet's search premium is gone, and Meta keeps going all in for less. Markets can't price not knowing what a business will be. … Show more

Microsoft is one of the only good values left in tech, while names such as Snowflake, Rubrik, Samsara and MongoDB look far too bubbly. If the stock simply returns to its highs, the gains are straightforward. x.com 

Microsoft, Meta and Alphabet are high-quality companies that trade cheaper than the market despite AI bubble fears. The S&P 500 trades at 28 times earnings, versus 24 times for Microsoft, 25 times for Meta and 27 times for Alphabet. x.com 

Microsoft and software stocks broadly still look expensive, because AI will get exponentially better over the next two years and the market may reset software valuations much lower. Software valuations have always been ludicrous, and heavy stock-based compensation behind many software revenues is widely ignored. Winners will emerge, but picking them is not worth trying. x.com  x.com 

Meta's established post-earnings rebound pattern makes its latest selloff a buying opportunity. Blowout results have been followed by an unexplained stock drop and then a rally; without SpaceX, this would be the best buying opportunity in the market. x.com 

Meta Platforms is one of the few good values left in tech, alongside Microsoft, at a time when Snowflake, Rubrik, Samsara and MongoDB all look too bubbly to buy. If the stock returns to its highs, it is easy money. x.com 

Upcoming SpaceX, Anthropic and OpenAI IPOs will probably pull liquidity out of Microsoft, Meta, software stocks and tax-loss-harvesting losers. A post the author quotes argues those listings over the next few months must draw money away from junkier stocks right after a big speculative run-up, and that it may be time to size up shorts. x.com 

A ten-year low in forward P/E makes hyperscaler valuations look more than reasonable. Goldman Sachs' chart tracks Amazon, Alphabet, Meta, Microsoft and Oracle as a basket. x.com