Microsoft: Investors Need To Separate Reality From Hype


  • MSFT’s post-earnings selloff reversed as dip buyers charged back with unwavering determination.
  • Microsoft’s alliance with OpenAI shines with immense potential, yet investors must beware of the ChatGPT buzz as its monetization remains in its infancy.
  • MSFT’s premium valuation persists compared to the broader market, yet it’s no longer as steeply-priced.

Microsoft France headquarters entrance in Issy les Moulineaux near Paris

Jean-Luc Ichard

Last week, Microsoft Corporation’s (NASDAQ:MSFT) FQ2’23 earnings release didn’t cause the stock to fall below its early January lows. Hence, despite a tepid release demonstrating a persistent cloud spending slowdown, bulls could argue that MSFT has likely

Azure revenue change %

Azure revenue change % (Company filings)

MSFT price chart (weekly)

MSFT price chart (weekly) (TradingView)

Disclosure: I/we have a beneficial long position in the shares of MSFT either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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