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Cloud shift is real, but legacy sales still drag.
If ORCL hits 270, it’s a ~15% pop from current levels, but the multiple’s still thin versus MSFT and AMZN. I’d watch backlog growth and enterprise spend trends before chasing.
Kinda torn here—feels like a bargain, but I’m nervous about the execution. Anybody else feel that whiplash between the headline price and the underlying momentum?
Market thinks MSFT is undervalued; buying pressure rising.
Everyone’s pointing to MSFT as the obvious buy-the-dip, but the earnings miss and guidance fade already priced in. If sentiment flips, it could be a quick pop, then sellers.
If MSFT is really cheap, why hasn’t the bid show up yet? Is this just another pop before a pullback?

