SanDisk is mentioned as an example of an AI stock that has seen its share price skyrocket, contrasting with Microsoft's recent performance.
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My Favorite Stock is CRASHING HARD... So I'm Going All In!
Jul 1, 2026
The creator discusses Microsoft's stock, which has fallen nearly 40% from its peak, making it a "deep value play" with a forward PE ratio 35% lower than the sector median. Despite short-term issues like lawsuits and job cuts, the primary driver of the stock's decline is investor panic over AI-related capital expenditures. The creator believes this is a short-sighted reaction to a slight deceleration in revenue growth, arguing that Microsoft's fundamentals and long-term outlook remain strong.
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Micron is mentioned as an example of an AI stock that has seen its share price skyrocket, contrasting with Microsoft's recent performance.
TSM is mentioned as an example of an AI stock that has seen its share price skyrocket, contrasting with Microsoft's recent performance.
Nvidia is mentioned as an example of an AI stock that has seen its share price skyrocket, contrasting with Microsoft's recent performance.
Microsoft is presented as a deep value play due to a significant stock price drop and lower valuation compared to its peers, with the creator advocating for a "buy" stance.
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MSFTbuy opened Jul 1, 2026
-0.67%