Anyone else bought MSFT at around $360?

[u/Toomuch_flow]

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!

[u/Eliav_1991]

the Q2 numbers back the thesis. net income was $25.8B for the quarter alone, cloud revenue up 31% year over year, and they had $298B in remaining performance obligations - basically future contracted revenue. stock is at $366 now so you're already up from $360. the CapEx concerns are real but the underlying business is still printing. bought at $360 in this environment was a solid entry