Nvidia is mentioned in the context of the high cost of AI chips, which contributes to Microsoft's significant capital expenditures.
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Is Microsoft Corp MSFT A Good Time To Buy Now? MSFT Stock Analysis
Mar 15, 2026
The podcast discusses Microsoft's (MSFT) stock performance, noting a significant year-to-date drop despite strong internal metrics and operational efficiency. The hosts debate whether this dip presents a buying opportunity, highlighting Azure's growth, AI spending, and the potential of agentic AI, while acknowledging risks like ROI scrutiny and growth deceleration.
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Apple is mentioned as a peer that is tumbling, falling with Microsoft and failing to catch the Oracle wave.
Amazon is mentioned as a peer that is also tumbling, falling with Microsoft and failing to catch the Oracle wave.
Oracle is mentioned as a peer that is performing well, ripping 12% on cloud optimism, contrasting with Microsoft's performance.
Microsoft (MSFT) is a screaming buy specifically because of its 20% year-to-date drop, offering quality at a value price.
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MSFTbuy opened Mar 15, 2026
-0.56%