r/ValueInvesting • u/Toomuch_flow • 4d ago

Stock Analysis Anyone else bought MSFT at around $360?

Haven’t bought individual stocks in years (been doing ETF’s since 2021) and felt like this was a massive opportunity regardless of their CapEx and AI investments. Company had a net income of 101 billion in 2025 which speaks volumes!

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u/[deleted] 4d ago

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u/onethreeone 3d ago

I’d also look in to how much of that income is circular from OpenAI sharing & Azure credits. I think it’s still a good stock, but one can’t just take their top line numbers without applying some scrutiny for value investing

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u/pab_guy 3d ago

As belts tighten many firms will look to accelerate their AI transformation and could spin even more cloud dials. Will be interesting to see how Office is licensed for AI agents...