Meta is identified as a high-quality, 'old-fashioned' company that could be undervalued as investors chase newer AI-focused stocks.
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Microsoft Is Crashing Again — Buy Now or Big Mistake?
Jun 18, 2026
Microsoft's stock has fallen over 30% from its highs, trading around $379. Despite concerns about AI costs, capacity issues, and lawsuits, some investors like Bill Ackman are buying, seeing it as a potential valuation reset. Analysts are cutting price targets, but even reduced targets imply upside, suggesting the business quality remains high.
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Amazon is mentioned as a high-quality, 'old-fashioned' company that may be undervalued due to market focus on newer AI names, similar to Microsoft.
Microsoft is trading near multi-year lows due to AI concerns, but its quality and potential upside make it a hold.
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