Creator sentiment
11 creators · 11 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Morgan Stanley is overweight and Kevin owns it.
- +Microsoft is shifting focus from training to agents, not reducing AI capex.
- +Safe haven in tech due to size and diversification, with recurring subscription cash flow.
- +Strong AI monetization through Azure and everyday software tools.
- +Backlog of $677 billion provides exceptional revenue visibility.
- +Stock is a bit rich now; best bought on dips.
- +Up 1,800% over 15 years despite multiple 10-30% drawdowns, each of which was a buying opportunity.
- +Fundamentals and earnings keep improving, so sentiment-driven drops should be bought.
The bear case
- −Microsoft's post-earnings move fulfilled a predicted sell-the-rip pattern, dropping to $509 and below.
- −All the success had been priced in, leading to a take-profit moment.
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