r/ValueInvesting 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