🌟🌟🌟 $Microsoft(MSFT)$ is an

🌟🌟🌟 $Microsoft(MSFT)$ is an immediate take-profit and wait signal. While it remains an absolute tech titan, the broader market is losing steam. Institutional funds are piling into the stock as a temporary bunker.

When everyone runs into the same room at the same time, the room gets incredibly expensive. Microsoft's "independent market" run isn't because of a sudden spike in earnings. It is because it is used as a corporate blanket.

Microsoft is spending over USD 14 billion a quarter on AI data centres and the consumer revenue to justify that spend is arriving on a tricycle, not a rocket ship.

Right now Microsoft's Forward P/E ratio sits around 25.5x. This means that investors are paying a premium compared to the average US software industry forward P/E which is much lower at 16x. You are paying top dollars for future promises.

Microsoft is a phenomenal business but it is overvalued. Take profits & wait for it to drop before buying back.

@Tiger_comments @TigerStars

The boss asked me to issue coins

Hello everyone! Today is the eve of the "US Stock Earnings Week War", and it is also the first day of this tiger! To be honest, the boss stuffed a pocket of tiger coins as soon as he entered the office, and gave a death order: "If you can't finish it in a month, don't think about getting off work!" In order to get off work early and eat hot pot, I will hold fresh topics here every day and wait for everyone. As long as you dare to talk, I dare to send it! Look directly at today's hot discussion 👇 🔥 The Nasdaq 100 fell 1.1%. Should the Fed FOMC + Big Four be safe from earnings week?

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Comments

PhoebeReade
08-07 17:52
PhoebeReade
25.5x vs 16x and people still call this defensive lol where's the margin of safety

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Should the Fed FOMC + Big Four be safe from earnings week? ","image":"https://community-static.tradeup.com/news/e052723fe2e3eb2bf5ba2a6e88325e8c"}],"images":[{"img":"https://community-static.tradeup.com/news/440cf44955bc1f884b0a8107589bf7f5"}],"coverImages":[{"img":"https://community-static.tradeup.com/news/440cf44955bc1f884b0a8107589bf7f5"}],"title":"","html":"<html><head></head><body>🌟🌟🌟<a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>is an immediate take-profit and wait signal.&nbsp; While it remains an absolute tech titan, the broader market is losing steam.&nbsp; Institutional funds are piling into the stock as a temporary bunker.\n\nWhen everyone runs into the same room at the same time, the room gets incredibly expensive.&nbsp; Microsoft's \"independent market\" run isn't because of a sudden spike in earnings.&nbsp; It is because it is used as a corporate blanket.\nMicrosoft is spending over USD 14 billion a quarter on AI data centres and the consumer revenue to justify that spend is arriving on a tricycle, not a rocket ship.\nRight now Microsoft's Forward P/E ratio sits around 25.5x.&nbsp; This means that investors are paying a premium compared to the average US software industry forward P/E which is much lower at 16x.&nbsp; You are paying top dollars for future promises.\nMicrosoft is a phenomenal business but it is overvalued.&nbsp; Take profits &amp; wait for it to drop before buying back.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/440cf44955bc1f884b0a8107589bf7f5\"></t-t></body></html>","htmlText":"<html><head></head><body>🌟🌟🌟<a href=\"https://ttm.financial/S/MSFT\"> $Microsoft(MSFT)$ </a>is an immediate take-profit and wait signal.&nbsp; While it remains an absolute tech titan, the broader market is losing steam.&nbsp; Institutional funds are piling into the stock as a temporary bunker.\n\nWhen everyone runs into the same room at the same time, the room gets incredibly expensive.&nbsp; Microsoft's \"independent market\" run isn't because of a sudden spike in earnings.&nbsp; It is because it is used as a corporate blanket.\nMicrosoft is spending over USD 14 billion a quarter on AI data centres and the consumer revenue to justify that spend is arriving on a tricycle, not a rocket ship.\nRight now Microsoft's Forward P/E ratio sits around 25.5x.&nbsp; This means that investors are paying a premium compared to the average US software industry forward P/E which is much lower at 16x.&nbsp; You are paying top dollars for future promises.\nMicrosoft is a phenomenal business but it is overvalued.&nbsp; Take profits &amp; wait for it to drop before buying back.\n<a href=\"https://ttm.financial/U/3501196737273098\"> @Tiger_comments </a><a href=\"https://ttm.financial/U/9000000000000149\"> @TigerStars </a><t-t type=\"img\" src=\"https://community-static.tradeup.com/news/440cf44955bc1f884b0a8107589bf7f5\"></t-t></body></html>","text":"🌟🌟🌟 $Microsoft(MSFT)$ is an immediate take-profit and wait signal. While it remains an absolute tech titan, the broader market is losing steam. Institutional funds are piling into the stock as a temporary bunker. When everyone runs into the same room at the same time, the room gets incredibly expensive. Microsoft's \"independent market\" run isn't because of a sudden spike in earnings. It is because it is used as a corporate blanket. Microsoft is spending over USD 14 billion a quarter on AI data centres and the consumer revenue to justify that spend is arriving on a tricycle, not a rocket ship. Right now Microsoft's Forward P/E ratio sits around 25.5x. This means that investors are paying a premium compared to the average US software industry forward P/E which is much lower at 16x. You are paying top dollars for future promises. Microsoft is a phenomenal business but it is overvalued. 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