How The Compound’s view on $MSFT changed

2026-09-25Bullish
“People Hate These 5 Stocks But They'll Be Wrong | TCAF 261”
Owning a 10-15% stake in MSFT is acceptable if growth continues; hold unless grossly overvalued.

As you know, the beginning of this year was terrible for many of our accounts because we own Microsoft shares, and I felt like an idiot when it dropped from 579 or whatever price it was to whatever level it reached.

But, as you know, she's back now. I would never have known when to buy it back, even if I had been smart enough to sell it at the top, which is impossible, and then buy it back at the bottom.

My clients' situation would have been much worse. So, you just have to stick to it unless things get grossly overvalued, which, as you know, is possible.

2026-09-04Bullish
“How to Pick Stocks Like Morgan Stanley | TCAF 258”
Microsoft's recent stock recovery is attributed to its separation from Sam Altman and end of OpenAI exclusivity, improving positioning for cheaper AI models.

To say how much you hate Microsoft. Suddenly we were We talk about it, and we talk About it, then it comes The elections are going ahead, and... Someone is back talking about it.

Is there a difference? Among companies like Oracle And Microsoft? certainly. Microsoft "and Johnson & Johnson" They are the only two names The two remaining in the market Rated AAA.

2026-08-28Bearish
Subscribe or start a trial to unlock this step
Direction flip
2026-08-25
Subscribe or start a trial to unlock this step
2 earlier entries need a subscription
The latest 2 are free to read. Earlier entries keep their date and direction; the text unlocks with a subscription.
Subscribe · 30-day full trial