Microsoft stock continues downward trend, dropping 10% — ballooning infrastructure CAPEX, shrinking AI hype, and Google blamed | Microsoft execs have offloaded millions of dollars worth of stock over the past quarter, as the firm’s outlook looks murky.
https://www.windowscentral.com/microsoft/microsoft-shares-dip-10-percent-over-the-last-three-months-ballooning-infrastructure-capex-shrinking-ai-hype-and-googles-resurgence-blamed
Posted by ControlCAD
9 Comments
Good, ChatGPT needs to plummet next.
We can avoid a catastrophic bubble pop if each of these inflated AI companies gradually sink.
Down 5.5% in the past month but still up 7.3% over the past 12 months.
If AI is such a drag on the stock, they really need to examine the “why” behind that instead of throwing tens of billions of dollars into CAPEX every year trying to chase the trend.
Microsoft paid 83.2 million to their leader while this happens.
Yes more of this please I need to continue my buying spree
More copilot please!!!
Good. Fuck MSFT.
I’ve been a long term MSFT customer. Since the days of O/S 1.2. And the way they’ve fucked me over. The latest being Skype.
Fuck them.
P/E ratio of 33 *after* the fall, with a market cap of 3.4 trillion. Without a superintelligence at OpenAI, which is currently being de-emphasized in favor of…ads, it’s hard to see how the extreme CAPEX is going to pay off. Googleis in this range now, which again is rich but Microsoft *came down* to here. Google also has arguably the better route to making some of these future product trades actually make money, although it’s still murky. How do you say Microsoft is worth a premium to that?
Nowhere near as ridiculous as TSLA (nothing public is) but hardly cheap.
This is just a scare tactic for more to sell so institutional buyers can buy options for cheap before earnings in 2 weeks when it will skyrocket. Happens every. Time.