Amazon is mentioned as a very good company, though noted as being pricier than Microsoft.
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Microsoft Stock Is Getting Crushed. When To Buy?
Jul 9, 2026
The creator discusses Microsoft's current stock performance, noting a significant drawdown despite the company's profitability and strong free cash flow. They question whether the market is overlooking Microsoft in favor of newer AI-focused companies, and suggest that the upcoming earnings report might be a catalyst for a rebound, especially with continued Copilot adoption and Azure growth.
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Google is mentioned as a company that generates significant free cash flow, which is a competitive advantage, similar to Microsoft.
Nvidia, despite its high valuation and recent drawdown, is still seen as a company trading at reasonable forward multiples and a low PEG ratio.
Meta's stock was up significantly, with positive news from a new spark release and Elon Musk's tweets, but it is still considered extremely undervalued.
Microsoft is currently experiencing a drawdown and is considered too cheap to ignore, with potential for a rebound after the next earnings report.
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