$Microsoft(MSFT.US)
Thought about why Microsoft is the worst performer among the cloud giants 🤔
1. AI ➡️ Corporate layoffs ➡️ Subscriptions & profits decline
2. Copilot underperforms + Neo Cloud takes away cloud market share, but Capex remains high
These two factors could form a death spiral: inability to maintain Capex will lose the cloud provider race, inability to maintain software-side revenue will make it impossible to sustain Capex ♻️
I used to be a Microsoft bull, made some money in and out with leaps calls. But I'm not in a hurry to enter the market recently. I feel the stock price of $Microsoft(MSFT.US) won't reverse so quickly; it might need to wait for a few quarterly reports and the overall market to stabilize before it can rise back.
Not sure if I'm thinking right 🤔
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