MSFT is facing the same issue METS was facing last quarter

CapEx is way over the estimate. Azure growth slowing. It will take another quarter to recover.

https://www.zerohedge.com/markets/microsoft-tumbles-after-top-bottom-line-beats-capex-soars

 

 

所有跟帖： 

• Perfect timing to accumulate. Meta 掉到 580的时候，人人都不敢进，看看现在：） -三心三意- ♂ (0 bytes) () 01/28/2026 postreply 13:51:20

• 今天赌一把结果水下了，那就慢慢加吧，DCA -ihavingfun- ♂ (0 bytes) () 01/28/2026 postreply 13:53:42